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Practitioner · Course 3: Space Planning and Store Layout · Lesson 5 of 5

Building a complete space planning and store layout worksheet

Level: PractitionerTime: 45 minutesOrder used: A (the T-shirt, Cedar & Co.'s own hybrid range of wholesale-bought stock and its own domestic reorders)Tool: Space planning and store layout worksheet
For a buyer or planner who has completed lessons T22-C03-L01 through L04 and now has to assemble every decision into one working sheet. No previous lesson is required to read this page, though it draws on all four earlier lessons of this course. Figures are Cedar & Co.'s own illustrative example.
RetailerCedar & Co., 12 domestic shops, hybrid stock
CategoryT-shirts, one shop, 40 sq m
Sales share35% of shop sales, target 175 sq m at flagship scale
Sales per sq mUSD 600 against a USD 500 average
Season changePartial reset, 30 hours estimated
This lesson measuresAll four earlier decisions on one sheet
02Opening

This page explains how to bring floor space, fixtures, performance and season change into one complete space planning worksheet

This page is for a buyer or planner who has already worked through floor space allocation, fixture placement, sales-per-square-metre measurement and season-change adjustment, covered in lessons T22-C03-L01 through T22-C03-L04, and now needs all four decisions in one place rather than scattered across separate notes. At work, a planner who keeps these four decisions in separate documents risks changing one without checking its effect on the others, such as cutting a category's floor space without noticing its sales per square metre was above average. This lesson mainly teaches the decision flow: it shows how one worksheet ties floor space, fixtures, performance and season change together for a single category.

Cedar & Co. sells the T-shirt category through a hybrid mix of wholesale-bought stock and its own domestic reorders, across its 12 shops. One shop's own T-shirt category holds 40 square metres, earns USD 600 per square metre against a USD 500 shop average, and is due a partial reset, estimated at 30 hours, for the coming season. Bringing all four figures onto one sheet is what lets a planner see, at a glance, whether this category's own layout still makes sense as a whole.

03Before you start

What you need, and what this lesson does not cover

You need: lessons T22-C03-L01 through T22-C03-L04, which set the floor space, fixture plan, sales-per-square-metre figure and season-change plan this lesson combines. No new calculation method is introduced here beyond what those four lessons already cover.

By the end of this lesson you can:

  • list the four decisions a complete space planning worksheet brings together;
  • read a single category's own row across all four decisions and judge whether they still agree with each other;
  • identify when a change to one decision, such as floor space, should trigger a review of another, such as sales per square metre;
  • use the course workbook's own combined sheet to check a category end to end;
  • explain why keeping these four decisions on one sheet catches conflicts that separate documents would miss.

Not covered here: any new calculation beyond the four already taught in lessons T22-C03-L01 through T22-C03-L04; this lesson only assembles them.

04Key terms

Words you will meet in this lesson

TermMeaning
Combined space planA single record, for one category, holding its own floor space, fixture plan, sales-per-square-metre figure and season-change status together.
Decision conflictA case where one of the four space planning decisions for a category no longer agrees with another, such as a floor space cut proposed for a category earning above the store average.
End-to-end checkReviewing a category's own floor space, fixtures, performance and season-change status together, rather than checking each one separately.
Hybrid stock mixStock for one category supplied through more than one route at once, such as a wholesale-bought range alongside a retailer's own domestic reorders.
Layout review cycleThe regular point, such as each reporting period or season change, when a category's own combined space plan is checked again.
Category recordThe one row or entry in a space planning worksheet holding every decision made about a single category's own floor space.
05Teaching
The rule

A complete space planning worksheet holds one category's own floor space, fixtures, performance and season-change status together, so a change to one is checked against the others

Lessons T22-C03-L01 through T22-C03-L04 each cover one decision on its own: target floor space, fixture placement, sales per square metre, and season-change adjustment. The general rule for assembling them is to hold all four for a single category in one category record, so that a proposed change to any one of them, such as a floor space cut, is checked against the other three, such as that category's own sales-per-square-metre figure, before the change is made.

Cedar & Co.'s T-shirt category's own four combined figures: floor space 40 sq m, sales per sq m USD 600, shop average USD 500, reset estimate 30 hours
What you meet in real life

The same four-decision structure applies across supply routes and store formats, but which figure changes most often differs

What can differThe shapes you will meetWhy it matters
Hybrid stock mix, wholesale range plus domestic reordersCedar & Co.'s T-shirt category combines wholesale-bought stock with its own domestic reorders inside the same 40 square metre floor space and one combined category record.A category record does not need to separate figures by supply route; floor space, fixtures, performance and season status are all measured at the category level regardless of where the stock came from.
Export order coordinated through an agentMeridian Sourcing, coordinating Fairway Stores' own season change in lesson T22-C03-L04, still feeds its fixture-sort result back into that category's own single combined record.A category record stays useful only if every party working on it, including an agent, updates the same shared record rather than keeping a separate note.
Category earning above the store average, floor space proposed for cuttingA category's own combined record shows sales per square metre above the store average at the same time a floor space cut is proposed, exactly the conflict raised in lesson T22-C03-L03's workplace scenario.Seeing both figures on the same record, rather than in separate documents, is what actually catches this kind of conflict before a decision is made.
Small, low-priority category with only one or two figures actively changingA stable, low-turnover category may keep the same floor space and fixtures for several review cycles, with only its sales-per-square-metre figure updated each period.Even a stable category still benefits from a combined record, since it is the one place a future change, such as a season shift, can be checked against everything already known about that category.
The case we follow

Cedar & Co. reviews the T-shirt category's own complete record before approving next season's layout

Cedar & Co.'s planner pulls together the T-shirt category's own combined record: 40 square metres of floor space, gondolas and a wall bay as its fixture plan, USD 600 sales per square metre against a USD 500 shop average, and a partial reset estimated at 30 hours for the coming season change. Reading all four together, the planner confirms the category is earning above average, its fixtures are placed correctly, and only a partial, not full, reset is needed, so the existing floor space is approved to carry forward unchanged into next season.

Four decisions, one category recordFloor space40 sq mFixturesGondolas, wall baySales per sq mUSD 600 vs 500Season changePartial, 30 hrsOne category record, T-shirts
All four decisions for the T-shirt category sit in one combined record. Reading them together, not separately, is what lets the planner approve the layout to carry forward with confidence.
The worked number

Checking the T-shirt category's own four figures against each other before approving the layout

Sales per square metre against shop average: USD 600 vs USD 500 = above average, no floor space cut justified
Fixture placement against recorded customer flow: gondolas on the store's own busier path = placement confirmed correct
Season-change reset estimate against the store's own reset window: 30 hours against 48 hours available = within window, partial reset confirmed sufficient

None of the T-shirt category's own four figures conflicts with another: performance is above average, fixture placement matches recorded flow, and the season-change estimate fits comfortably inside the available reset window. On this combined check, the planner has a documented basis to approve the category's own layout unchanged into next season.

Three checks, read together, none in conflictPerformance: above averageFixtures: correctReset: within window
All three checks come back positive when read from the same combined record. A single figure read alone could not confirm this; only the combined record shows all four decisions agreeing at once.
The method

Five steps a planner follows to build and use a complete category record

  1. Enter the category's own current floor space and target floor space, from the method in lesson T22-C03-L01.
  2. Enter the category's own fixture plan and the store's own recorded customer flow, from the method in lesson T22-C03-L02.
  3. Enter the category's own sales per square metre and the store's own average, from the method in lesson T22-C03-L03.
  4. Enter the category's own season-change reset estimate and the store's own reset window, from the method in lesson T22-C03-L04.
  5. Review all four together at each layout review cycle, and treat any disagreement between them, not any single figure alone, as the signal to investigate further.
The trap

A common mistake is updating one of the four figures without checking whether it now disagrees with the other three

A common mistake is a planner updating a category's own floor space, or approving a season-change reset, without checking that decision against the category's own already-recorded sales-per-square-metre figure or fixture plan. What this costs is real: a floor space cut approved without checking sales per square metre, exactly as nearly happened in lesson T22-C03-L03's own workplace scenario, can remove space from a category that is earning well above the store average, costing sales the combined record would have flagged immediately had it been checked as a whole rather than one figure at a time.

06In plain words

Once a shop has worked out how much space a category should have, how its fixtures should sit, how well that space is actually earning, and how to handle a season change without redoing everything, those four answers are only useful kept together. A single record for each category, holding all four figures side by side, lets anyone reviewing that category see immediately whether a proposed change to one of them still makes sense next to the other three. Checking each figure on its own, in separate notes, is how a shop ends up cutting space from a category that was actually earning it, or booking a full reset a category never needed.

07Quick check
  • A complete category record holds floor space, fixture plan, sales per square metre and season-change status together.
  • A change to any one of the four figures should be checked against the other three before it is approved.
  • Sales per square metre above the store average is a reason against cutting a category's own floor space, not for it.
  • Fixture placement is confirmed correct when it matches the store's own recorded customer flow, not merely the target floor space.
  • A season-change reset estimate is compared against the store's own reset window, not approved on habit alone.
  • Reviewing all four figures together, at each layout review cycle, is what catches a conflict a single figure would miss.
08Workplace scenario

A regional manager approves a floor space cut for the T-shirt category using only the crowding note from an earlier visit, without the category's own complete record

Cedar & Co.'s regional manager, recalling the crowded feel noted in an earlier visit, sends approval for a 10 square metre cut to the T-shirt category's own floor space ahead of the next layout review cycle, without requesting the category's own complete record first.

Approval memo, Cedar & Co. regional manager. "T-shirt category floor space, reduce by 10 sq m at next reset, per earlier crowding observation. Proceed without further review."

Should this floor space cut proceed without checking the category's own complete record first? Decide before opening the answer.

Show decision

No. The approval is based on one earlier observation about crowding, not on the category's own complete record of all four figures.

First, the category's own sales per square metre is USD 600 against a USD 500 shop average, a figure the approval memo does not mention and that argues against cutting space from this category.

Second, the crowded feel the memo refers to is a fixture placement question, addressed in lesson T22-C03-L02's own method, not necessarily a floor space question at all.

The planner should pull the category's own complete record before this cut proceeds, and raise the sales-per-square-metre figure with the regional manager, since approving a space cut from a category earning above the shop average would very likely cost more in lost sales than the crowding itself, exactly the same conflict already worked through in lesson T22-C03-L03.

09What it costs

What approving this floor space cut without the complete record would cost, using this lesson's own illustrative figures

T-shirt category's own sales per square metre: USD 600 per square metre
Proposed floor space cut: 10 square metres
Estimated sales at risk from the cut, at the category's own current rate: 10 × 600 = USD 6,000 per quarter

Approving a 10 square metre cut without the category's own complete record risks roughly USD 6,000 in quarterly sales, the same exposure lesson T22-C03-L03 already calculated, now shown as the direct cost of skipping the combined check this final lesson's own worksheet exists to provide.

10Working template

Space planning and store layout worksheet: the complete category record sheet

Open the course workbook's "Complete space plan" sheet. Enter each category's own floor space, fixture plan, sales-per-square-metre figures and season-change status in one row; the sheet flags any category where sales per square metre stands above the store average at the same time a floor space cut is entered, so the conflict is visible before approval.

[Download the Space planning and store layout worksheet](../../templates/T22-C03-space-planning-and-store-layout-worksheet.xlsx)

Download the Space planning and store layout worksheet (Excel)

11Check yourself

1. A category's own combined record shows sales per square metre well above the store average, and a floor space cut is proposed for that same category. What does the combined record show?

2. A category's own season-change reset is estimated at 40 hours, and the store's own reset window is 36 hours. What should the complete record trigger?

12Glossary
ENARFRTRMeaning
Combined space planخطة مساحة مُجمَّعةPlan d'espace combinéBirleşik alan planıA single record, for one category, holding its own floor space, fixture plan, sales-per-square-metre figure and season-change status together.
Decision conflictتعارض في القرارConflit de décisionKarar çatışmasıA case where one of the four space planning decisions for a category no longer agrees with another, such as a floor space cut proposed for a category earning above the store average.
End-to-end checkفحص شامل من البداية للنهايةContrôle de bout en boutUçtan uca kontrolReviewing a category's own floor space, fixtures, performance and season-change status together, rather than checking each one separately.
Hybrid stock mixمزيج مخزون مختلطAssortiment de stock hybrideKarma stok karışımıStock for one category supplied through more than one route at once, such as a wholesale-bought range alongside a retailer's own domestic reorders.
Layout review cycleدورة مراجعة التخطيطCycle de révision de l'agencementDüzen inceleme döngüsüThe regular point, such as each reporting period or season change, when a category's own combined space plan is checked again.
Category recordسجل الفئةFiche de catégorieKategori kaydıThe one row or entry in a space planning worksheet holding every decision made about a single category's own floor space.
13Next

Course 4 begins next

You now have a complete space planning and store layout worksheet covering floor space, fixtures, performance and season change. The next course in this track continues Visual Merchandising. Back to the course map

14Ladder

RecognizeTell a category's own single, isolated figure apart from its complete combined record.
ConnectSee how floor space, fixtures, performance and season change all bear on the same category.
CompareWeigh a proposed change to one figure against what the other three already show.
DecideJudge whether a category's own layout should carry forward unchanged or be revisited, using the complete record.