Category Management Scorecard

Category Management Scorecard – How to Give Your Category an MOT in 3 Steps

Our Management Category Scorecard tool, ‘Give Your Category an MOT in 3 Steps’, is about enabling supermarket suppliers and supermarket buyers to understand how their category performs from a Category Management perspective. For example:

  • What does great look like for ‘Data into Insight’? This tool will help you find out.
  • How good are you as a supermarket and you as a supplier, at Category Management? This tool will help you identify your current level.
  • What do the best suppliers do? This tool will help you understand what the ‘best’ level looks like.

Download Our Free Category Management Scorecard:

Here you can download the Full version:

Five column table with Give your category an MOT in 3 steps as a title

Using Your Category Management Scorecard

Step 1: Where Is Your Category Now?

Start with Column 1 of the Category Management Scorecard MOT tool, ‘Optimising Range, Availability, and Promotions’. Identify which level your category is currently at. You cannot be at the higher levels unless you are doing everything in that higher level box. Repeat this for Columns 2 and 3. You have now identified at which level your category currently operates at, e.g. Level 0, 1, 2, 3, or 4.

Step 2: Where Do You Want Your Category to Be?

Firstly, ask yourself, ‘What time-scale am I working to? For example, you may wish to say that your category will achieve the higher level within 6 months. You then might look to reach the level after that in 12 months, and so on. Start with column 1, ‘Optimising Range, Availability, and Promotions’. Identify at which level you wish this category to be operating at in, for example, in 6 months. Repeat this for Columns 2 and 3. You have now identified at which level you wish your category to operate at on a given time-scale.

Step 3: How Do You Get There?

The last step of your Category Management Scorecard MOT is the most challenging, particularly if you do not have the experience of delivering level 4 across a category. This tool helps you understand where you are. Moreover, it establishes where you wish to be. This then forms the basis of a plan.
Feel free to get in touch to find out how one of our Category Training can help you. Simply fill out the form below, and we will be happy to get back to you with further information.


Alternatively, please review our Category Management training course product to help your team improve their Category Management ability or see our Category Management e learning course.

MBM banner with cartoon tutor icon, advertising masterclasses

MBM 1/2 day masterclasses

Most Comprehensive Category Management Scorecard

The Efficient Consumer Response (ECR) scorecard was developed in conjunction with Sainsbury’s. It follows a similar approach to our Category MOT tool. A little more about the ECR scorecard – ‘A Capability Assessment Tool has been designed to give you a detailed understanding of your ECR capability and to highlight specific improvement opportunities for your company.

Download Our Free Category Management Guide

Are You Concerned That You Are Using the Same Promotional Mechanics That You Did Last Year and You Still Have No Idea if They Make Money?
Discover how to design more effective promotional plans that are profitable with a known ROI.
This guide looks at how more effective promotional planning can be applied in today’s UK Supermarkets. It will provide you with new approaches, fresh thinking, and thought provocation to ensure you keep ahead of your competitors. With 7 pragmatic tips, you can take away and use today.
Click the image below to open:

Category Management Guide front page

Our category management guide provides you with fresh thinking and new approaches

Related Articles:

You may also like:

Written By:

3 Comments. Leave new

  • Good use of steps, with the aid of a diagram to help explain how to attain goals.

  • All three steps are so important. Knowing where you are, where you want to be and how to get there are all essential in any kind of analysis or development. Great article

  • Really like the detailed breakdown of the table, includes all areas that you’d want to include. Author even went the extra mile and included a link for a more comprehensive scorecard, if the original one wasn’t enough. Really helpful.

You must be logged in to post a comment.
Menu