- BSBEMS401B - Develop and implement business development strategies to expand client base
Assessor Resource
BSBEMS401B
Develop and implement business development strategies to expand client base
Assessment tool
Version 1.0
Issue Date: March 2024
This unit applies to individuals working in either a public or private employment services agency to expand the organisation's client base as a senior consultant or manager.
This unit describes the performance outcomes, skills and knowledge required to develop and implement prospecting strategies to expand the client base of organisations or enterprises seeking to employ individuals.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Employability Skills
This unit contains employability skills.
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Overview of assessment | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: strategies developed for gaining new clients establishment and maintenance of relationships with clients expansion of client base using client network/s knowledge of relevant legislation. |
Context of and specific resources for assessment | Assessment must ensure: access to an actual workplace or simulated environment access to office equipment and resources examples of workplace documents used in employment services agencies. |
Method of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate observation of presentations to potential or existing clients oral or written questioning review of marketing and promotional plans developed to target potential clients review of communication strategies developed to effectively liaise with potential clients. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: other workforce development units. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
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Required skills |
communication skills to establish and maintain effective business relationships with potential and current clients consultative and negotiation skills to persuade clients to use the services provided by the organisation culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities presentation skills to promote organisation's services to potential and current clients sales and marketing skills to promote organisation's services and to generate leads. |
Required knowledge |
economic, social and industry trends affecting employment levels key provisions of relevant legislation from all forms of government that affects business operations, codes of practice and national standards, such as: occupational health and safety (OHS) equal employment opportunity (EEO) racial discrimination industrial relations privacy laws freedom of information legislation disability discrimination legislation methods to attract new clients principles of equal opportunity, equity, diversity and anti-discrimination range of organisational products and services relevant state/territory and federal industrial relations systems. |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. | |
Clients may include: | organisations or enterprises seeking to employ individuals through an employment services agency |
Marketing plans may include: | business-to-business marketing direct marketing ideas marketing marketing of goods services marketing telemarketing |
Promotion plans may include: | impersonal promotion such as advertising and sales promotion personal promotion such as face-to-face selling |
Prospecting methods may include: | brokers cold canvassing direct mail internet and databases intra-organisation leads and referrals media advertising and telemarketing networks newspapers, journals and magazines spotters and brokers |
Communication strategies may include: | electronic face-to-face telephone written |
Networks may include: | business formal groups informal organisations personal professional |
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
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Undertake research to identify potential clients | |||
Develop marketing and promotional plans to target potential clients | |||
Use prospecting methods to target potential clients | |||
Review and evaluate strategies for effectiveness | |||
Develop communication strategies to effectively liaise with potential clients | |||
Identify and analyse client business requirements | |||
Discuss and negotiate client business requirements | |||
Prepare a tender and proposal to meet negotiated client business requirements | |||
Present organisation's proposal to the client | |||
Make follow-up contact with the client | |||
Negotiate business requirements to ensure client satisfaction with the service to be provided | |||
Adapt proposal to client as required | |||
Develop contract with client | |||
Review and assess established networks for effectiveness in assisting to identify potential clients | |||
Use appropriate communication strategies to utilise networks to identify potential clients | |||
Use networks to identify and build relationships with potential clients | |||
Identify benefits of networks and other relationships in expanding the client base |
Forms
Assessment Cover Sheet
BSBEMS401B - Develop and implement business development strategies to expand client base
Assessment task 1: [title]
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Result: Competent Not yet competent
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Assessment Record Sheet
BSBEMS401B - Develop and implement business development strategies to expand client base
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Assessment task 1: [title] Result: Competent Not yet competent
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