Assessor Resource

SIRCCPM004
Manage pharmacy sales and service delivery

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to monitor, maintain and improve pharmacy sales and service delivery. It requires the ability to develop and implement quality customer service practices; determine and monitor sales targets; monitor supply arrangements and work operations for productivity.

This unit applies to retail, front of pharmacy and other managers working in community pharmacies. They work with significant autonomy and are responsible for making a range of management decisions across single or multiple pharmacy outlets.

No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.

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



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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop and implement quality customer service practices.

1.1.Obtain and analyse information on customer service needs and expectations.

1.2.Develop documented policies and procedures for quality service provision and communicate to pharmacy staff.

1.3.Maintain adequate resources for optimum customer service provision according to budget allocation.

1.4.Seek and use feedback from customers to improve service.

1.5.Encourage team members to take responsibility for meeting customer requirements.

1.6.Resolve customer complaints referred by team members using conflict resolution and communication techniques.

1.7.Monitor customer service in the workplace to ensure standards are met.

1.8.Assess the effectiveness of customer service practices.

1.9.Identify systemic customer service problems and adjust policies and procedures to improve service quality.

2. Monitor, maintain and improve sales.

2.1.Determine sales targets and ensure consistency with pharmacy values, objectives and business plan.

2.2.Clearly communicate sales targets and periods to staff.

2.3.Monitor sales data, provide feedback to staff and adjust sales targets according to operational constraints.

2.4.Develop and provide current and accurate sales records to relevant personnel and act on relevant reports.

3. Monitor supply of goods.

3.1. Maintain accurate records of suppliers and stock availability.

3.2.Identify and communicate market factors affecting supply of medicines and products to relevant personnel.

3.3.Take immediate corrective action for potential or actual problems with supply.

3.4.Identify and recommend new supplier arrangements to maintain and improve sales and service delivery.

4. Maintain, monitor and improve work operations.

4.1.Assess current workloads, and schedule work to maximise sales and service efficiency and quality.

4.2.Assist staff in prioritisation of workload through supportive feedback and coaching.

4.3.Monitor efficiency and service levels through close contact with day to day operations.

4.4.Identify sales and service problems and take immediate operational action to rectify.

4.5.Proactively consult with colleagues about systemic ways to improve efficiency and service levels, including potential for new technologies and other innovations.

4.6.Identify and recommend potential improvements to business processes and systems.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

take responsibility for managing all aspects of pharmacy sales and service delivery over a period of two months

collect and evaluate customer feedback for two month period

evaluate and resolve three referred customer complaints

determine staff sales targets for the two month period and produce documents which clearly present targets

monitor sales data and performance and make monthly target adjustments according to operational constraints

produce fortnightly sales reports over the two month period

maintain fortnightly records of stock availability, evaluate supply issues fortnightly over the two month period and rectify problems

develop a report at the end of the two month period, detailing operational difficulties and recommendations for improving business productivity. Issues to be covered:

systematic customer service problems

sales

product supply

business processes and systems.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

principles of quality customer service

professional service standards expected of pharmacy personnel

pharmacy customer groups and their service preferences and expectations

format, contents and use of:

customer service and complaint resolution policies and procedures

sales targets

sales reports

methods of monitoring adherence to customer service standards and policies

methods of collecting customer feedback

methods of determining sales targets in line with pharmacy values and objectives

overview of:

pharmacy product range

specifications for quality of supplier merchandise

sources of product and supplier information

sources of information on negotiated cost of supply, contractual arrangements and preferred supplier arrangements

features and functions of pharmacy stock control and sales data software.

Skills must be demonstrated in a pharmacy with designated front of pharmacy and dispensary areas. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure use of:

information technology hardware

stock control and sales data software currently used by the community pharmacy industry

the following documents which can be:

sales target documents

sales reports

information on negotiated cost of supply, contractual arrangements and preferred supplier arrangements

customer service and complaint resolution policies and procedures

specifications for quality of supplier merchandise

customers and team members with whom the individual can interact; these can be:

customers and staff in an industry workplace; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors, and:

have worked in the pharmacy sector for at least two years.


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop and implement quality customer service practices.

1.1.Obtain and analyse information on customer service needs and expectations.

1.2.Develop documented policies and procedures for quality service provision and communicate to pharmacy staff.

1.3.Maintain adequate resources for optimum customer service provision according to budget allocation.

1.4.Seek and use feedback from customers to improve service.

1.5.Encourage team members to take responsibility for meeting customer requirements.

1.6.Resolve customer complaints referred by team members using conflict resolution and communication techniques.

1.7.Monitor customer service in the workplace to ensure standards are met.

1.8.Assess the effectiveness of customer service practices.

1.9.Identify systemic customer service problems and adjust policies and procedures to improve service quality.

2. Monitor, maintain and improve sales.

2.1.Determine sales targets and ensure consistency with pharmacy values, objectives and business plan.

2.2.Clearly communicate sales targets and periods to staff.

2.3.Monitor sales data, provide feedback to staff and adjust sales targets according to operational constraints.

2.4.Develop and provide current and accurate sales records to relevant personnel and act on relevant reports.

3. Monitor supply of goods.

3.1. Maintain accurate records of suppliers and stock availability.

3.2.Identify and communicate market factors affecting supply of medicines and products to relevant personnel.

3.3.Take immediate corrective action for potential or actual problems with supply.

3.4.Identify and recommend new supplier arrangements to maintain and improve sales and service delivery.

4. Maintain, monitor and improve work operations.

4.1.Assess current workloads, and schedule work to maximise sales and service efficiency and quality.

4.2.Assist staff in prioritisation of workload through supportive feedback and coaching.

4.3.Monitor efficiency and service levels through close contact with day to day operations.

4.4.Identify sales and service problems and take immediate operational action to rectify.

4.5.Proactively consult with colleagues about systemic ways to improve efficiency and service levels, including potential for new technologies and other innovations.

4.6.Identify and recommend potential improvements to business processes and systems.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

take responsibility for managing all aspects of pharmacy sales and service delivery over a period of two months

collect and evaluate customer feedback for two month period

evaluate and resolve three referred customer complaints

determine staff sales targets for the two month period and produce documents which clearly present targets

monitor sales data and performance and make monthly target adjustments according to operational constraints

produce fortnightly sales reports over the two month period

maintain fortnightly records of stock availability, evaluate supply issues fortnightly over the two month period and rectify problems

develop a report at the end of the two month period, detailing operational difficulties and recommendations for improving business productivity. Issues to be covered:

systematic customer service problems

sales

product supply

business processes and systems.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

principles of quality customer service

professional service standards expected of pharmacy personnel

pharmacy customer groups and their service preferences and expectations

format, contents and use of:

customer service and complaint resolution policies and procedures

sales targets

sales reports

methods of monitoring adherence to customer service standards and policies

methods of collecting customer feedback

methods of determining sales targets in line with pharmacy values and objectives

overview of:

pharmacy product range

specifications for quality of supplier merchandise

sources of product and supplier information

sources of information on negotiated cost of supply, contractual arrangements and preferred supplier arrangements

features and functions of pharmacy stock control and sales data software.

Skills must be demonstrated in a pharmacy with designated front of pharmacy and dispensary areas. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure use of:

information technology hardware

stock control and sales data software currently used by the community pharmacy industry

the following documents which can be:

sales target documents

sales reports

information on negotiated cost of supply, contractual arrangements and preferred supplier arrangements

customer service and complaint resolution policies and procedures

specifications for quality of supplier merchandise

customers and team members with whom the individual can interact; these can be:

customers and staff in an industry workplace; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors, and:

have worked in the pharmacy sector for at least two years.

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Maintain accurate records of suppliers and stock availability. 
 
 
 
 
 
 
 
 
 
 
Obtain and analyse information on customer service needs and expectations. 
Develop documented policies and procedures for quality service provision and communicate to pharmacy staff. 
Maintain adequate resources for optimum customer service provision according to budget allocation. 
Seek and use feedback from customers to improve service. 
Encourage team members to take responsibility for meeting customer requirements. 
Resolve customer complaints referred by team members using conflict resolution and communication techniques. 
Monitor customer service in the workplace to ensure standards are met. 
Assess the effectiveness of customer service practices. 
Identify systemic customer service problems and adjust policies and procedures to improve service quality. 
Determine sales targets and ensure consistency with pharmacy values, objectives and business plan. 
Clearly communicate sales targets and periods to staff. 
Monitor sales data, provide feedback to staff and adjust sales targets according to operational constraints. 
Develop and provide current and accurate sales records to relevant personnel and act on relevant reports. 
Maintain accurate records of suppliers and stock availability. 
Identify and communicate market factors affecting supply of medicines and products to relevant personnel. 
Take immediate corrective action for potential or actual problems with supply. 
Identify and recommend new supplier arrangements to maintain and improve sales and service delivery. 
Assess current workloads, and schedule work to maximise sales and service efficiency and quality. 
Assist staff in prioritisation of workload through supportive feedback and coaching. 
Monitor efficiency and service levels through close contact with day to day operations. 
Identify sales and service problems and take immediate operational action to rectify. 
Proactively consult with colleagues about systemic ways to improve efficiency and service levels, including potential for new technologies and other innovations. 
Identify and recommend potential improvements to business processes and systems. 

Forms

Assessment Cover Sheet

SIRCCPM004 - Manage pharmacy sales and service delivery
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Assessment Record Sheet

SIRCCPM004 - Manage pharmacy sales and service delivery

Student name:

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

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Overall assessment result: Competent Not yet competent

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