Services Wholesale and Retail

Visual Merchandising Display Evaluation Training

SAQA US 258217 | NQF 3 | Credits 12 | Duration 9 Days
From $1,798 per delegate

Description

This course equips learners with the skills to critically evaluate visually merchandised displays in retail environments. Participants will learn to assess display effectiveness against marketing objectives, identify areas for improvement, and recommend adjustments to enhance customer engagement and sales. The course ensures alignment with industry standards and organizational branding strategies.

Learning Outcomes

  • Evaluate the effectiveness of a visually merchandised display against given criteria and marketing objectives.
  • Analyze the impact of display elements (lighting, colour, signage, layout) on customer behaviour and sales.
  • Apply principles of visual merchandising to identify strengths and weaknesses in a display.
  • Recommend improvements to a display to enhance visual appeal and commercial performance.
  • Demonstrate the ability to document and present evaluation findings in a professional report.
  • Implement corrective actions based on evaluation results to optimize future displays.

Target Audience

Retail managers, visual merchandisers, store planners, and marketing professionals responsible for creating or evaluating in-store displays. This course is also suitable for entrepreneurs and small business owners seeking to optimize their retail space.

Prerequisites

None — open enrollment

Course Outline

Day 1: Introduction to Visual Merchandising and Display Evaluation

Objectives:
• Define visual merchandising and its role in retail.
• Identify key principles of effective displays.
• Understand the purpose of display evaluation.
• Recognise different display types and their objectives.

Topics:
• What is visual merchandising?
• Importance of display in retail strategy
• Principles of design: balance, focal point, harmony
• Types of displays: window, interior, point-of-sale
• Overview of display evaluation criteria

Day 2: Understanding Consumer Behaviour and Psychology

Objectives:
• Explain how displays influence customer behaviour.
• Describe psychological triggers in visual merchandising.
• Identify target audience preferences.
• Apply consumer insights to display planning.

Topics:
• Consumer decision-making process
• Visual perception and attention
• Colour psychology and its impact
• Lighting and mood creation
• Signage and messaging effectiveness

Day 3: Display Planning and Design Principles

Objectives:
• Apply design principles to layout displays.
• Plan a display using a brief.
• Select appropriate props, fixtures, and signage.
• Ensure brand consistency in displays.

Topics:
• Elements of design: line, shape, texture, colour
• Principles of composition: unity, contrast, rhythm
• Display layout techniques: grid, free-flow, loop
• Budgeting and resource allocation
• Brand guidelines and visual identity

Day 4: Evaluating Display Effectiveness

Objectives:
• Define key performance indicators for displays.
• Use observation and data collection methods.
• Assess visual impact and customer engagement.
• Identify strengths and weaknesses of a display.

Topics:
• KPIs: dwell time, conversion, foot traffic
• Observation techniques: tracking, video analysis
• Customer feedback collection
• Checklist for display evaluation
• Common display mistakes and how to fix them

Day 5: Tools and Techniques for Display Evaluation

Objectives:
• Use evaluation tools like scorecards and checklists.
• Analyse sales data linked to displays.
• Conduct comparative evaluations.
• Document findings systematically.

Topics:
• Evaluation scorecards: design, functionality, sales impact
• Sales data analysis: before/after display changes
• A/B testing for displays
• Photography and documentation methods
• Reporting formats for stakeholders

Day 6: Advanced Display Strategies and Trends

Objectives:
• Explore current trends in visual merchandising.
• Implement seasonal and thematic displays.
• Use digital elements in displays.
• Adapt strategies for different retail formats.

Topics:
• Seasonal display planning: holidays, events
• Interactive and digital displays
• Pop-up and experiential merchandising
• Omni-channel integration
• Sustainability in display design

Day 7: Practical Application: Evaluating Real Displays

Objectives:
• Apply evaluation criteria to real retail displays.
• Use tools to measure display effectiveness.
• Provide constructive feedback.
• Collaborate in team-based evaluations.

Topics:
• Site visit to retail store(s)
• Hands-on evaluation using scorecards
• Measuring customer interaction
• Team discussion and feedback session
• Documenting evaluation results

Day 8: Data Analysis and Improvement Recommendations

Objectives:
• Analyse evaluation data to identify patterns.
• Develop improvement plans for underperforming displays.
• Present recommendations to stakeholders.
• Justify changes with evidence.

Topics:
• Data interpretation: charts, graphs, trends
• Root cause analysis for display issues
• Creating an action plan
• Communicating recommendations effectively
• Cost-benefit analysis of changes

Day 9: Final Assessment and Course Wrap-Up

Objectives:
• Complete a comprehensive display evaluation project.
• Present findings and recommendations.
• Reflect on learning and application.
• Prepare for workplace implementation.

Topics:
• Capstone project: evaluate a display and propose improvements
• Presentation to peers and trainer
• Peer feedback and discussion
• Course review and Q&A
• Certification and next steps

Practicals

24 hours of practicals To be conducted online or on-campus or in-house
Overview

Practical sessions are integrated throughout the course to allow learners to apply evaluation techniques in real retail settings. Hands-on activities include observing customer behaviour, using evaluation scorecards, and analysing display data to make informed recommendations.

Practical Activities
  • Display Observation and Data Collection — Learners visit a retail store to observe two different displays, record customer interactions, and collect foot traffic data. (6h)
  • Evaluation Scorecard Application — Using a standard scorecard, learners assess design, functionality, and sales impact of a display, then compare results with peers. (6h)
  • Comparative Display Analysis — Learners evaluate two displays from different stores or product categories, analyse sales data, and present a comparative report. (6h)
  • Improvement Plan Development and Presentation — Based on evaluation results, learners create an improvement plan for a display, including design changes and budget, and present it to the class. (6h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total
Component Out of Weight
Practical Assignments (rubric-scored) 100% 30%
Daily Average (multiple choice) 100% 20%
Final Test (multi-answer multiple choice) 100% 50%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Fri 11 Sep 2026 Wed 23 Sep 2026 Virtual Spring 2026 $1,798 Register
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Tue 28 Dec 2027 Fri 07 Jan 2028 Virtual Summer 2027 $1,798 Register
Mon 17 Jan 2028 Thu 27 Jan 2028 Virtual Summer 2027 $1,798 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 493 sessions across 26 venues
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Fri 07 Aug 2026 Wed 19 Aug 2026 Cape Town, South Africa Winter 2026 $4,455 Register
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In-House training — we bring the trainer to your organisation, tailored to your team.
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Mon 14 Sep 2026 Thu 24 Sep 2026 Your Premises Spring 2026 $2,338 Register
Fri 09 Oct 2026 Wed 21 Oct 2026 Your Premises Spring 2026 $2,338 Register
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Thu 25 Mar 2027 Tue 06 Apr 2027 Your Premises Autumn 2027 $2,338 Register
Wed 16 Jun 2027 Mon 28 Jun 2027 Your Premises Winter 2027 $2,338 Register
Tue 06 Jul 2027 Fri 16 Jul 2027 Your Premises Winter 2027 $2,338 Register
Mon 26 Jul 2027 Thu 05 Aug 2027 Your Premises Winter 2027 $2,338 Register
Fri 17 Sep 2027 Wed 29 Sep 2027 Your Premises Spring 2027 $2,338 Register
Thu 07 Oct 2027 Tue 19 Oct 2027 Your Premises Spring 2027 $2,338 Register
Wed 27 Oct 2027 Mon 08 Nov 2027 Your Premises Spring 2027 $2,338 Register
Thu 16 Dec 2027 Tue 28 Dec 2027 Your Premises Summer 2027 $2,338 Register
Wed 05 Jan 2028 Mon 17 Jan 2028 Your Premises Summer 2027 $2,338 Register
Tue 25 Jan 2028 Fri 04 Feb 2028 Your Premises Summer 2027 $2,338 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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