Merchandise Financial Planning in Retail

Merchandise Financial Planning in Retail

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1. Which planning approach does your organization primarily use?*

Retail planningTraditional supply chain planning (S&OP, Demand Planning, MRP, Supply Planning)A hybrid of both
2. Are you doing Merchandise Financial Planning (MFP)?*

Yes, we do MFPNo, we receive a budget from FinanceIn progress or evaluating tools for MFP
3. Is your MFP independent from Item Planning?*

YesNoNot Sure
4. How often do you revise your Merchandise Financial Plan?*

WeeklyMonthlyQuarterlyAnnuallyAd hoc
5. What metrics do you track as part of your MFP process? (Select all that apply)*

RevenueMarginSell-throughInventory TurnOpen-to-BuyOther
6. Do you forecast your sales manually?*

YesNoPartially
7. If not manual, what forecasting tools or models are used?*
8. How accurate is your sales forecast (on average)?*

DepartmentClassSubclassItem/SKUChannelRegion
9. How accurate is your sales forecast (on average)?*

<60%60-70%70-80%80-90%90+%
10a. What percentage of your business is: Fashion/Seasonal/Trend driven (0-100%)*
10b. What percentage of your business is: Ongoing/Continuity/Basic (0-100%)*
11. How do you build your assortment? (Select all that apply)*

Based on past performance (Hindsight)Portfolio productivityStrategic initiative alignmentMerchant or design-driven
12. What does your channel split look like?*

E-commerceBrick & MortarWholesaleMarketplace
13. How many stores do you currently operate?*
14. What percentage of your assortment is shared across channels vs. channel-exclusive?*
15. How is your planning organization structured?*

CentralizedDecentralizedHybridUnsure
16. Which departments are involved in MFP creation and sign-off? (Select all that apply)*

MerchandisingPlanningFinanceBuyingDesignExecutive Leadership
17. What systems are part of your current tech stack? (ERP, PLM, Planning, BI tools, etc.) *
18. How integrated are your systems across planning functions (e.g., MFP, Item Planning, Allocation)?*

Fully IntegratedPartially IntegratedSiloed SystemsNot sure
19. How would you rate your current MFP process in terms of agility and responsiveness?*

Very AgileSomewhat AgileSlow and RigidNeeds Complete Overhaul
20. What are your top 3 priorities for improving your planning process over the next 12–18 months?*
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Merchandise Financial Planning in Retail

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