Simulated workplaceCAQA Marketplace Retail Group is a fictional business created by CAQA for training and assessment. It is not a real company and no person, client or record here is real.About this simulation
SIRCAQA MarketplaceSimulated workplace
Back to library
CAQA Marketplace Retail Group · Simulated workplace

Visual Merchandising Display Plan Template

TemplateControlled document
MKT-TPL-001
v2.0
Document ownerMerchandise and Visual Merchandising Manager
Version2.0
Approved27 May 2026
Next review27 May 2027
StatusCurrent

Purpose. This template is used to plan, brief, install and review a visual merchandising display, window or promotional feature in any Marketplace store so that the display sells the product, meets the brief and is safe.

1.How to use this template

Complete one plan for each display before any stock or fixtures are moved. The plan is approved by the store manager and the Merchandise and Visual Merchandising Manager, then used as the installation brief and the review record. Attach the sketch or photo mock-up and the planogram reference.

2.Objective and audience

State what the display is for, which customer it is aimed at and which products and promotion it supports. Link the objective to the promotional calendar and the sales target for the feature.

3.Design

Describe the theme, colour palette, focal point, product grouping, props, signage and lighting. Follow the group's visual merchandising guidelines for brand colours, ticket formats and the height and reach rules for customer safety.

  • Focal point at eye level
  • Product grouped by colour, use or story
  • Prices and promotion tickets visible from the aisle
  • Props secured and no glass at floor level
  • Lighting directed at the product, not the customer's eyes

4.Stock, fixtures and budget

List the products and quantities to be displayed, the fixtures and props required and the cost. Confirm stock availability in the stock and inventory register so the display does not sell out in the first two days.

5.Safety and installation

Identify manual handling, ladder work, electrical items and trip hazards in the installation and the controls for each. Installation will be done outside peak trading where possible with the area barricaded. Windows and mannequins will be secured to the fixture.

6.Review

Record sales of the featured products for the display period against the target, customer feedback, maintenance needed and the date the display comes down. Note what to repeat and what to change.

7.Complete the template

MKT-TPL-001 v2.0 · CAQA Marketplace Retail GroupUncontrolled when printed. Simulated document created by CAQA for training and assessment.