At Management One, we’re committed to your long-term success. While we already review your class plans each month, we've added an additional layer of support through our Plan Review Process—a more in-depth evaluation designed to ensure your merchandise plans are in lockstep with your current business goals and evolving needs.

These reviews are led by our Planning Department and are meant to open an ongoing dialogue around how your plans can better serve your financial objectives.

🧭 Why We Do Plan Reviews

The purpose of our plan reviews is to:

• Ensure plans remain aligned with your current goals

• Maintain achievable and realistic standards

• Uncover new opportunities for growth

• Enhance communication and collaboration

📋 Types of Plan Reviews

We perform three main types of plan reviews:

1. New Client Reviews

• Occur automatically after the first 3 full months of planning (during the 4th month)

• Designed to validate the plan structure and identify early opportunities or needed adjustments

2. Annual Reviews

• Conducted once a year, close to your onboarding anniversary

• A comprehensive review to ensure your long-term goals are still being supported

3. Ticket-Requested Reviews

Initiated by you, the client, through our support channel—perfect for when there’s a shift in your business, such as:

• Updated financial goals

• Location changes or store remodels

• Category reallocation or strategy shifts

• External impacts (e.g. natural disasters, construction)

• Special events or buy opportunities

• Market preparation and growth strategy planning

🔍 What’s Included in a Plan Review?

Each review will include:

• Annual Rate and Model Review

• Class Unlocking/Locking Discussion

• Review of Markdowns, Turns, and IMUs

• Adjustment of Alternate IMU Settings (if needed)

🔧 Plan Adjustments may be applied:

• Current Month if review is completed within the first 10 days of the month

• Following Month if the review occurs after the 15th and a month-to-date data file is available

🧠 Planner Review Process

Before making changes, our planners will research:

• Your website (if applicable)

• Your social media presence

• Recent or open support tickets

• Client notes and any historical requests or feedback

💼 What You Can Expect: Process by Review Type

🔹 New Client Review

• Automatically initiated after 3 months of service

• You may be contacted if:

  • Major plan adjustments are needed

  • Data is missing or needs clarification

  • Patterns emerge that warrant a deeper look

  • Class locking/unlocking needs to be discussed

• You may not be contacted for minor changes

🔹 Annual Review

• Initiated via a dedicated support ticket

• You’ll be asked to provide:

  • Updated financial goals

  • Input on data inconsistencies or missing data

  • Clarification on individual classes

  • Details on any upcoming events that may affect your plan

Once the review is complete, you’ll receive:

• A summary of findings

• Any major plan updates and the reasoning behind them

• A request to review and approve the updated plan

🔹 Ticket-Requested Review

• Initiated by a support request from you

• Planner will complete requested changes

• You’ll be notified of major updates or if clarification is needed

• You’ll be informed once your review is complete and the plan is ready

💬 We're Here to Collaborate

Our team conducts plan reviews every month, with a strong emphasis on communication and transparency. We’re proud of the quality and integrity of our planning, and we’re always here to ensure your plan continues to support your growth and financial health.

For questions or to request a review, contact our support team:
📧 support@management-one.com