Assessor Resource

BSBMKG414A
Undertake marketing activities

Assessment tool

Version 1.0
Issue Date: April 2024


This unit covers general and basic marketing and promotional activities that do not require detailed or complex planning or implementation. It could be undertaken as part of a broader role of a person in a small enterprise, or as part of a marketing plan for a larger enterprise.

This unit covers general and basic marketing and promotional activities that do not require detailed or complex planning or implementation. It could be undertaken as part of a broader role of a person in a small enterprise, or as part of a marketing plan for a larger enterprise.

This unit describes the performance outcomes, skills and knowledge required to plan, implement and manage basic marketing and promotional activities.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

This unit describes the performance outcomes, skills and knowledge required to plan, implement and manage basic marketing and promotional activities.

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.

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:

planning and implementing marketing activities

reviewing the effectiveness of the marketing plan

documenting the activities and processes worked with

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 goods/services to be marketed

examples of marketing plans.

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

review of work activity plans for marketing activities

analysis of responses to case studies and scenarios

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of marketing techniques and strategies

analysis of documentation outlining the outcomes of marketing activities

review of marketing activities reports.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

other marketing, advertising or public relations 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.

Required skills

literacy skills to read a variety of texts, to prepare general information and papers, and to write formal and informal letters according to target audience

planning skills to develop implementation schedules

problem-solving skills to address issues which may affect plans and their implementation.

Required knowledge

key provisions of relevant legislation from all levels of government that may affect aspects of business operations, such as:

anti-discrimination legislation

ethical principles

codes of practice

privacy laws

environmental issues

occupational health and safety

organisational policies and procedures

specific product knowledge related to goods and services being marketed.

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.

Need may be determined by:

analysis of sales figures and other performance data

analysis of client information

direction from relevant enterprise personnel

development of new products and services

Marketing activities may include:

attendance at trade shows, conferences and other events

basic advertising

development and distribution of general promotional and informational materials

development and distribution of samples, case studies, testimonials and other evidence of enterprise activity

development of displays and signs

development of media releases, articles and media background information

information sessions for clients, suppliers and stakeholders

online information

telephone promotions

Outcomes may include:

projections for potential client inquiries

projections for detailed potential client follow-up

projections for sales and service levels

Analysis may include:

market definition, statistics and basic research

basic market segmentation

target audience profiles

Work activity plans may include:

human resource plans

plans for other required resources

financial plans

time plans

detailed implementation plans (covering the how/what/when of activities)

activity monitoring and evaluation plans

Relevant enterprise personnel might include:

coordinators

owners

managers

section leaders

supervisors

team leaders

Resources may include:

human resources

finance

resource contributions from suppliers and/or partners

Relevant personnel performing specific marketing functions may include:

administrators

copywriters

desktop publishers

external consultants

graphic artists and designers

marketing specialists

printers, sign writers and other tradespeople

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
Identify need for marketing activities 
Investigate previous marketing activities for relevant information 
Identify and analyse relevant policies and procedures 
Identify outcomes expected from marketing activities 
Undertake analysis of collected basic marketing information 
Develop and document work activity plans for marketing activities 
Obtain approval of plans from relevant enterprise personnel 
Determine and access resources required for work activities 
Undertake marketing activities 
Assign responsibilities and functions to relevant personnel performing specific marketing functions 
Monitor marketing activities, reviewing and amending activity plans as required 
Measure and document outcomes of marketing activities 
Review marketing activities against expected outcomes and document identified improvements 
Prepare reports of marketing activities and communicate to relevant enterprise personnel 

Forms

Assessment Cover Sheet

BSBMKG414A - Undertake marketing activities
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

BSBMKG414A - Undertake marketing activities

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: