Assessor Resource

FDFCD2005A
Sell cellar door products and services

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to cellar door sales personnel who are required to sell wine and other products and services to cellar door visitors. Products sold may include wine and other produce grown at the cellar door site, from other company sites, and from external suppliers.

The unit covers the skills to sell cellar door products and services through evaluation of customer needs and requirements using communication skills and detailed and specialised product knowledge of wines and other cellar door products and services, including winery tours, private tastings and facilities available to visitors.

This specialist unit has been developed for the cellar door sales stream of the wine sector. It covers the skills and knowledge required to sell. It encompasses the key selling skills of approaching the customer, advising on products and services, and conducting and closing a sale.

This unit is based on the national cross-sector sales units of competency SIRXSLS001A Sell products and services, and SIRXSLS002A Advise on products and services.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

FDFCD2003A

Evaluate wines (standard)

SIRXCCS202

Interact with customers

SITHFAB009A

Provide responsible service of alcohol


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

Assessment must be carried out in a manner that recognises the cultural and literacy requirements of the assessee and is appropriate to the work performed. Competency in this unit must be achieved in accordance with food safety standards and regulations.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of ability to:

demonstrate knowledge of range of wine, other products and services sold through cellar door

demonstrate sufficient knowledge of competitors’ products and services to allow effective and positive comparison to a customer of own products and services

gather information on customer requirements

match customer requirements to appropriate type and price range of wine, other product or service

correct identification of support personnel and product specialists

close sales.

Context of and specific resources for assessment

Assessment must occur in a real or simulated workplace where the assessee has access to:

personal protective clothing and equipment as required

work procedures, including advice on company practices, safe work practices, food safety, quality and environmental requirements

instructions, information, specifications and schedules as required

equipment, services and corresponding information as required

products and materials as required

internal and external customers and suppliers as required

cleaning procedures, materials and equipment as required

documentation and recording requirements and procedures.

Method of assessment

This unit should be assessed together with other units of competency relevant to the function or work role.

Guidance information for assessment

To ensure consistency in one's performance, competency should be demonstrated on more than one occasion over a period of time in order to cover a variety of circumstances, cases and responsibilities, and where possible, over a number of assessment 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 include:

Note: The following required skills should be applied as appropriate to the equipment and processes that are used in the particular winery or workplace.

Ability to:

acess workplace information to identify products and services, selling requirements and develop product and service knowledge

cnfirm supply of necessary products and services

laise with other work areas

pepare products and services as required

ientify out-of-specification products and services or non-compliance with workplace or legal requirements

tke corrective action in response to out-of-specification products or services or non-compliance with workplace or legal requirements

rport and/or record corrective action

cnsistently apply appropriate and effective sales approaches. This should take into account workplace policy and procedures, customer behaviour or buying signals and other cellar door activity. The approach should include appropriate and effective:

timing

comments and questions

style, image and interest

listening techniques

starting point for product focus

acurately determine customer needs and buying motives. This may include:

questioning techniques

active listening skills

product tasting strategy

observation of customer behaviour or details

identify appropriate product or service features and match associated benefits to customer’s needs

consistently apply detailed and specialised product knowledge to provide accurate advice according to the needs of the customer. This should demonstrate consideration of the amount of detail required and appropriate terminology

seek information from product or service resources as appropriate (e.g. specialist or experienced colleagues, other enterprise departments, product manufacturer or service provider)

overcome customer objections. This will include:

accurately identifying objections (e.g. taste, style, price and delivery)

applying problem-solving techniques and product or services knowledge to identify possible solutions or alternatives

offering solutions or alternatives for customer consideration

close sale effectively and appropriately. This should include:

recognising and responding to customer buying signals

providing advice and encouragement to facilitate the customer’s decision to buy

recognising when a sale is inappropriate and using alternative techniques to ensure customer leaves with a positive image of the brand or enterprise

maximise sales opportunities. The sales opportunities should be of the brand or enterprise products in this or other retail outlets. Activity may include:

recognising opportunities for additional sales through effective listening, questioning and observation techniques

identifying relevant complementary products or services and informing the customers when appropriate

conveying the appropriate brand or enterprise image at all times through presentation and behaviour

evaluating and proactively improving customer service and sales techniques

handle difficult customers

consistently apply workplace policy and procedures and industry codes of practice in regard to customer service and selling products and services

develop, maintain and convey product and service knowledge to customers and other staff members as required

research and make comparisons between products and services. This should include:

own products and services

products and services of appropriate competitors

local and regional variations

price

characteristics or style (e.g. vintage variation)

comparisons with key international products, if required

record workplace information

maintain work area to meet housekeeping standards

use oral communication skills/language to fulfil the job role as specified by the organisation, including questioning, active listening, asking for clarification and seeking advice from supervisor

work cooperatively within a culturally diverse workforce.

Required knowledge includes:

Note: The following required knowledge should be applied as appropriate to the equipment and processes that are used in the particular winery or workplace.

Knowledge of:

range of products and services available from the sales outlet or enterprise

wine product features. These may include:

product style and taste characteristics

product awards

vintage features or variations

ready to drink or cellaring requirements

appropriate food and/or occasions

optimum serving requirements

appropriate alternatives at varying price points

stock availability

comparable product of competitors

workplace customer service features. These may include:

hospitality or private tastings

winery tours

facilities

ordering process

payment method and processes

delivery and freight options or procedures and price, including international services

opening times

promotional and brand objectives of the enterprise’s cellar door

allocated duties and responsibilities

information sources (e.g. product lists, colleagues’ expertise and promotional documents)

customer types and needs, including:

customer buying motives (e.g. functional and psychological)

buying occasions (e.g. dinner party, barbeque and/or celebration)

buying behaviour and clues

individual and cultural differences

demographics, lifestyle and/or income

selling techniques, including:

questioning and active listening techniques

sales approaches

identifying customer needs

features and benefits

identify and overcoming objections

closing sales

maximising sales and add-on products and services

communication (e.g. body language, questioning and listening)

problem solving

legislation and statutory requirements as they apply in the workplace, including:

serving or selling liquor

industry codes of practice

consumer law

customer occupational health and safety (OHS)

procedures and responsibility for reporting problems

housekeeping requirements and procedures

recording requirements and procedures

OHS hazards and controls.

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.

Policies and procedures

Work is carried out in accordance with workplace procedures, licensing requirements and legislative requirements

Workplace information

Workplace information can include:

Standard Operating Procedures (SOPs)

workplace policy and procedures in regard to selling products and services

specifications

work notes

instructions or verbal direction from manager, supervisor or senior staff

Products

Products may include:

wines and spirits and associated merchandise (e.g. corkscrews and glasses)

a range of enterprise promotional merchandise (e.g. clothing and souvenirs)

a range of regional tourism merchandise (e.g. maps, postcards, art and craft objects)

Product knowledge

Product knowledge may include:

product style and characteristics

optimum serving condition

cellaring potential

storage requirements

stock availability

food and occasion matches

vintage characteristics

production techniques

price

discounts

special offers

sizes

Services knowledge

Services knowledge may include:

winery tours

opening hours

delivery or freight services

payment methods

winery newsletter and mail order facility

functions

hospitality and conference facilities

Specific requirements relating to products or services

Specific requirements relating to products or services may include:

serving

storage

safety

tour schedules

delivery costs

Team members

Team members may include:

people from a range of social, cultural and ethnic backgrounds and physical and mental abilities

Customers

Customers may include:

random visitors

regular clients,

organised groups

enterprise personnel

people from a range of social, cultural or ethnic backgrounds and physical and mental abilities. English may not be their first language. Buying or ordering experience and expertise may vary.

Customer service and sales

Customer service and sales may include:

face-to-face interaction

telephone

mail order

internet

Equipment

Equipment may be electronic or manual and should include that which is required to sell products and services according to workplace policies and procedures, and may include:

registers

point-of-sale terminals

scanners

EFTPOS and credit card processors

Materials

Materials may vary and should include that which is required to sell products and services according to workplace policies and procedures, and may include:

wine lists

promotional materials

tasting notes

Cellar door

Cellar door may vary according to:

size

type

location

distribution

function

Cellar door staff

Staff may:

be full time, part time or casual

work in other areas of the enterprise

Trading or working conditions

Trading or working conditions may be:

routine, busy or quiet

Information systems

Information systems may be:

print or screen based

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
Knowledge of the use, purpose and application of products and services is developed and maintained 
Knowledge of products and services is conveyed to other team members as required 
Comparisons between available products and services are researched and applied, including brand options, features and price 
Knowledge is developed of competitors’ product and service range and pricing structure 
Experienced sales staff are consulted or product information researched to increase product and service knowledge 
Timing of customer approach is determined and applied 
Effective sales approach is identified and applied 
Positive impression is conveyed to arouse customer interest 
Knowledge of customer buying behaviour is demonstrated 
Questioning techniques are applied to determine customer buying motives 
Listening skills are used to determine customer requirements 
Non-verbal communication cues are interpreted and clarified 
Customers are guided to a product range that matches their identified buying motives and requirements 
Customers are identified by name where possible 
Customer needs are matched to appropriate products and services 
Knowledge of product or service features and benefits are communicated clearly to customers 
Specific requirements relating to products or services are described to customers 
Routine customer questions about products are answered accurately and honestly 
Customers are referred to more experienced, senior sales staff or to appropriate product specialists as required 
Customer objections are identified and accepted 
Objections are categorised into price, time and product or service characteristics 
Solutions or alternatives are offered to customers according to workplace policy 
Problem solving is applied to overcome customer objections 
tomer buying signals are monitored, identified and responded to appropriately 
tomers are encouraged to make purchase decisions 
opriate method of closing sale is selected and applied 
ortunities for making additional sales are recognised and applied 
tomers are advised of complementary products or services according to identified customer needs 
sonal sales outcomes are reviewed to maximise future sales 

Forms

Assessment Cover Sheet

FDFCD2005A - Sell cellar door products and services
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

FDFCD2005A - Sell cellar door products and services

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: