Category Manager Templates

Category Manager Templates

There is a huge number of templates that someone in the Category Manager role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Category Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Sales Analysis Report
2. Category Performance Dashboard
3. Inventory Forecasting Spreadsheet
4. Supplier Scorecard
5. Promotional Calendar
6. Competitive Analysis Template
7. Pricing Strategy Worksheet
8. Assortment Planning Template
9. Purchase Order Form
10. Sales Presentation Template

Reports

Reports are often prepared by a Category Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Performance Report
2. Inventory Analysis Report
3. Category Sales by Product Report
4. Competitive Analysis Report
5. Pricing Analysis Report
6. Promotional Effectiveness Report
7. Market Share Report
8. Supplier Performance Report
9. Customer Segmentation Report
10. Forecast Accuracy Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Category Manager does and how they do it.

1. Supplier Evaluation SOP
2. Inventory Management SOP
3. Pricing Strategy SOP
4. Promotional Campaign SOP
5. Category Performance Analysis SOP
6. Supplier Negotiation SOP
7. Assortment Planning SOP
8. Competitive Analysis SOP
9. Sales Forecasting SOP
10. New Product Launch SOP

Presentations

Category Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Sales Performance Report
2. Category Review Presentation
3. Competitive Analysis Deck
4. New Product Launch Presentation
5. Quarterly Business Review

Legal Docs

There are several key times when a Category Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Supplier Agreement Template
2. Non-Disclosure Agreement Template
3. Sales Contract Template
4. Employment Contract Template
5. Intellectual Property Agreement Template

Health & Safety Templates

Health & Safety templates for a Category Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Category Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Promotional Calendar
3. Inventory Planning Calendar
4. Marketing Campaign Calendar
5. Supplier Meeting Calendar

Invoice Templates

Several types of Category Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice
2. Purchase Invoice
3. Supplier Invoice
4. Customer Invoice
5. Expense Invoice

Survey Templates

For a Category Manager to get insights related to the work they do, they need to send out Category Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey: This survey is used to gather feedback from customers about their shopping experience at our retail stores.
2. Product Feedback Survey: This survey is used to gather feedback from customers about specific products sold in our retail stores.
3. Market Research Survey: This survey is used to gather information about consumer trends and preferences in the retail industry.
4. Employee Satisfaction Survey: This survey is used to gather feedback from employees about their job satisfaction and work environment.
5. Competitive Analysis Survey: This survey is used to gather information about our competitors in the retail industry and their strategies

Meeting Agendas

Having premade Category Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Category Performance Review Meeting
2. Supplier Negotiation Meeting
3. New Product Launch Meeting
4. Promotional Planning Meeting
5. Sales and Inventory Analysis Meeting

Budget Templates

To manage finances well, a Category Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Budget Template
2. Marketing Budget Template
3. Inventory Budget Template
4. Operating Expense Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Category Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Supplier Performance Dashboard
4. Pricing Analysis Dashboard
5. Market Share Dashboard

Proposal Templates

For bidding or requesting work, a Category Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Promotional Campaign Proposal
2. New Product Launch Proposal
3. Supplier Negotiation Proposal
4. Store Layout Optimization Proposal
5. Inventory Management Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Category Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.