Assessor Resource

CUEMAR03C
Undertake marketing activities

Assessment tool

Version 1.0
Issue Date: April 2024


This role may be undertaken by dedicated marketing personnel or by others for whom marketing forms only a part of the job role. Longer term, more strategic planning is covered in the unit SITXMPR005A Develop and manage marketing strategies.

This unit has linkages to a range of other units and combined assessment and or training with those units may be appropriate, e.g.:

CUEMAR02C Undertake market research.

This unit describes the skills and knowledge required to coordinate a range of marketing and promotional activities with some limited short term planning. This unit is equivalent to the unit 'SITXMPR004A Co-ordinate marketing activities' in the Tourism, Hospitality and Events Training Package.

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

The following evidence is critical to the judgement of competence in this unit:

coordinating and organising a number of marketing or promotional activities

logical and thorough activity planning, including development of supporting organisational systems

knowledge of marketing principles and their application to practical workplace contexts.

Context of and specific resources for assessment

The assessment context must provide for:

practical demonstration of skills through the planning and organisation of marketing activities for a specific project/event

interaction with others to reflect the consultative aspects of the unit

assessment conducted over a period of time so that all aspects of the unit can be assessed, eg the planning and conduct of activities.

Method of assessment

Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:

evaluation of marketing activities planned and conducted by the candidate

evaluation of marketing reports prepared by the candidate, detailing the way in which an activity was planned and conducted

case studies to assess ability to apply methodologies to different situations

oral or written questioning to assess knowledge of marketing principles

review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.

Assessment methods should closely reflect workplace demands and the needs of particular groups (e.g. people with disabilities, and people who may have literacy or numeracy difficulties such as speakers of languages other than English, remote communities and those with interrupted schooling).

Guidance information for assessment

Assessment of this unit requires access to:

resources for the conduct of marketing activities.

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

planning and organisational skills in relation to marketing activities

report writing skills for the development of marketing reports

Required knowledge

key marketing principles

in-depth knowledge of organisation's products/services

industry and market knowledge, including customer trends and preferences, and industry marketing and sales networks, including e-business options

knowledge of sales and marketing principles and ability to interpret a marketing plan

general knowledge of a range of promotional activities and accessibility issues that need to be considered, eg layout of materials to assist the visually-impaired

legal issues that impact on the planning and organisation of marketing activities

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.

Issues to be considered when developing marketing plans may include:

administrative and procedural requirements

availability of promotional materials

budget availability

contracting of other services

equipment requirements

maximising access for those with special needs

objectives and nature of the activity

possible cooperative approaches

potential e-business opportunities

public relations implications

staffing requirements

strategies to ensure maximum benefit

travel arrangements

Promotional activities may include:

advertising

display and signage initiatives

familiarisations

industry and public relations activities

limited product development

market research

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
Plan and schedule activities in accordance with the marketing plan or other organisational systems 
Identify, analyse and incorporate relevant market information into short-term planning 
Develop and implement detailed action plans for promotional activities at the appropriate time to address all operational details 
Establish and conduct relationships with industry and media colleagues in a manner that enhances the positive image of the organisation 
Use networks to assist in the implementation of promotional activities 
Develop promotional resources in appropriate formats where required, ensuring accessibility for customer colleagues with special needs 
Prepare reports in accordance with the organisation's marketing policy and required timeframes 
Present market intelligence in a manner which provides clear and concise information to those responsible for sales and marketing planning 
Make informal reports to relevant colleagues to maximise opportunity to meet team targets 
Review all activities in accordance with agreed evaluation methods, and incorporate results into future planning 
Agree to evaluation processes through consultation and negotiation 

Forms

Assessment Cover Sheet

CUEMAR03C - 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

CUEMAR03C - 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: