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Free course template · Global

Channel management and retail merchandising standards for trade marketing and field sales teams

A ready-made course, live deck and two surveys for trade marketers. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons, 11-question final check. Last reviewed 21 October 2026; not legal advice.

By Dave Bui

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Channel management and retail merchandising standards: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 12 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Channel management and retail merchandising standards for trade marketing and field sales teams course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 11-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why the display in the brochure is not the display in the store · 8 min

    Before you begin · The Friday store visit · What do you fix first?

  • Lesson 2: Channel structures and routes to market · 8 min

    Four routes · Which route fits? · Check

  • Lesson 3: Merchandising fundamentals and reading a planogram · 7 min

    Five visual principles · Planogram audit in four steps · Spot the gap

  • Lesson 4: Point-of-sale materials and working with partners · 7 min

    Which material, which outlet · What partners may and may not discuss · The distributor lunch

  • Lesson 5: Speak up and apply in the store · 5 min

    Raise it early · Your next visit

  • Lesson 6: Final assessment · 5 min

    11 questions, 80% to pass. The result is saved to the learner's record.

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding for field and trade roles, before a seasonal reset or new retailer standards, and when store audits show repeated gaps.

Trade marketers, field sales, channel managers and retail teams.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • The retailer or internal planogram and display standards, with their validity dates
  • The form or app used to record store visits
  • Which point-of-sale materials are allowed for which outlet types
  • Who advises on pricing and partner-conduct questions
  • Who to ask and how to raise a concern
  • Who to ask and how to raise a concern
  • The organisation's competition or partner-conduct policy
  • Completion record, surveys, course and next step
  • Completion record, surveys, course and next step
  • Completion record, surveys, course and next step
Then edit anything else you like: wording, scenarios, your logo.
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