Planogram & Shelf Schematic Brief

Example output

Shelf schematic brief — Hearth & Grain, 8-foot cracker and snack bar set, Union Grocery Co., October reset:

Block logic
Organize the set into three usage-occasion blocks rather than the current brand-first blocking: Lunchbox & On-the-Go on the left (closest to the aisle's entry point, where parents shop with a list), Pantry Snacking & Sharing in the center (the highest-traffic middle third), and Entertaining & Crackers on the right (adjacent to the cheese and deli aisle, where the mission naturally continues). Within each block, sub-group by format — bars, crackers, crisps — so a shopper scanning for a specific format still finds it fast.

Adjacencies
- Left block should sit nearest the main aisle entrance and store-brand granola bars, since lunchbox shoppers often compare price first.
- Center block benefits from proximity to the nut and dried-fruit set two bays down; cross-shopping between pantry snacking and trail mix is common. Assumption to validate against your basket data.
- Right block should anchor toward cheese and charcuterie, not toward the cookie aisle — crackers read as savory entertaining here, not dessert.

Eye-level and flow
Eye level (roughly the second and third shelf from the top) goes to the highest-velocity SKUs in each block, plus your new granola bar line in the Lunchbox block — new items need visibility more than established SKUs with existing shopper habits. Top shelf carries larger multipacks and club-style formats; bottom shelf carries bulk-value bags, which tolerate a bend-down because value shoppers already search low.

Flow logic: left-to-right movement should follow the shopper's day — morning and lunch occasions on the left, all-day pantry snacking in the center, evening and entertaining on the right — so the set reads as a story, not a wall of brands.

Placement guidance
- New granola bar line: three facings at eye level in the Lunchbox block, positioned next to your core cracker SKU so loyal shoppers discover it while reaching for a familiar item.
- Core bar and cracker SKUs: hold current facing counts but move into their occasion block; do not shrink them to make room.
- Secondary or slow SKUs: consolidate to single facings at the block edges rather than scattering them mid-block, where they currently break up the visual flow.

Planogrammer-ready zone labels
Zone A (bays 1-3): Lunchbox & On-the-Go
Zone B (bays 4-6): Pantry Snacking & Sharing
Zone C (bays 7-8): Entertaining & Crackers

Buyer summary
This reset moves Hearth & Grain from a brand-blocked set to an occasion-blocked one, which research on this category consistently shows shoppers navigate faster than brand blocks in fragmented snack sets. The new granola bar line earns eye-level space in the block where trial is most likely, not by cannibalizing an established performer's facings. Every adjacency call is built to keep related missions physically close, and the flow left-to-right mirrors how a shopper's day actually moves through occasions.

Open item: confirm whether Union Grocery Co.'s planogram software needs bay numbers or linear-inch coordinates — the zone labels above translate directly to either once you confirm the format.

Want me to turn this into a one-page schematic brief formatted for a planogrammer handoff?