Assessor Resource

SIRRMER006
Achieve visual merchandising targets

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to measure the impact of visual merchandising on sales and customer engagement. It requires the ability to plan and monitor the achievement of visual merchandising targets and use findings to make recommendations for future improvements.

This unit applies to visual merchandisers working in a diverse range of sectors and business contexts. They operate with independence, under limited supervision and guidance from others, and within established organisational policies and procedures. They may have responsibility for making a range of creative and operational decisions.

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

PERFORMANCECRITERIA

Elements describe the essential outcomes.

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

1. Identify visual merchandising targets.

1.1. Obtain and review organisational visual merchandising targets.

1.2. Ensure visual merchandising targets are achievable and make any required recommendations for changes.

1.3. Review internal and external factors that may affect visual merchandising performance and plan measures to reduce or enhance impact.

1.4. Review past visual merchandising performance to inform the achievement of visual merchandising targets.

1.5. Determine strategies for the achievement of visual merchandising targets.

1.6. Determine both qualitative and quantitative measures for tracking performance.

2. Achieve visual merchandising targets.

2.1. Implement planned strategies for the achievement of visual merchandising targets.

2.2. Communicate visual merchandising targets to relevant personnel.

2.3. Ensure availability of adequate resourcing to support the achievement of visual merchandising targets.

2.4. Support team members to achieve visual merchandising targets and provide feedback on performance.

2.5. Monitor and record the achievement of visual merchandising targets.

2.6. Resolve or minimise the impact of internal and external factors that may impact visual merchandising performance.

3. Review visual merchandising performance.

3.1. Analyse actual results against targets to identify strengths and weaknesses of visual merchandising performance.

3.2. Report on performance and make recommendations for improved future visual merchandising performance.

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

plan the achievement of visual merchandising targets and report on performance during one visual merchandising campaign period by:

reviewing organisational visual merchandising targets and determining strategies for the achievement of:

sales per square metre

average spend and conversion rates

user-generated content

inventory levels and weeks' stock-on-hand

projected sell through rates

developing measures for performance tracking

reviewing visual merchandising performance against targets and making recommendations for future improvements.

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

role of visual merchandising in achieving organisational objectives

role of key retail functions that influence achievement of visual merchandising targets:

retail marketing

store operations

retail buying

store design

strategies to achieve visual merchandising targets:

traffic generation:

online

in store

retention of existing customers

engagement of new customers

increase average spend and conversion rates:

product stories

cross-selling and cross-promotion

accessorising

increased browsing and spending

user-generated content

layout and relationship to traffic flow:

product placement

precinct management

resources required to support the achievement of visual merchandising targets

common factors impacting achievement of visual merchandising targets:

internal

external

measures used to track visual merchandising performance:

qualitative

quantitative

techniques for reporting on visual merchandising performance.

Skills must be demonstrated in a service industries environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

organisational visual merchandising targets

visual merchandising performance results.

Assessors must satisfy the Standards for Registered Training Organisations' requirements for assessors, and:

have worked in a job role for at least two years where they have applied the skills and knowledge within this unit of competency.

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

PERFORMANCECRITERIA

Elements describe the essential outcomes.

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

1. Identify visual merchandising targets.

1.1. Obtain and review organisational visual merchandising targets.

1.2. Ensure visual merchandising targets are achievable and make any required recommendations for changes.

1.3. Review internal and external factors that may affect visual merchandising performance and plan measures to reduce or enhance impact.

1.4. Review past visual merchandising performance to inform the achievement of visual merchandising targets.

1.5. Determine strategies for the achievement of visual merchandising targets.

1.6. Determine both qualitative and quantitative measures for tracking performance.

2. Achieve visual merchandising targets.

2.1. Implement planned strategies for the achievement of visual merchandising targets.

2.2. Communicate visual merchandising targets to relevant personnel.

2.3. Ensure availability of adequate resourcing to support the achievement of visual merchandising targets.

2.4. Support team members to achieve visual merchandising targets and provide feedback on performance.

2.5. Monitor and record the achievement of visual merchandising targets.

2.6. Resolve or minimise the impact of internal and external factors that may impact visual merchandising performance.

3. Review visual merchandising performance.

3.1. Analyse actual results against targets to identify strengths and weaknesses of visual merchandising performance.

3.2. Report on performance and make recommendations for improved future visual merchandising performance.

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

plan the achievement of visual merchandising targets and report on performance during one visual merchandising campaign period by:

reviewing organisational visual merchandising targets and determining strategies for the achievement of:

sales per square metre

average spend and conversion rates

user-generated content

inventory levels and weeks' stock-on-hand

projected sell through rates

developing measures for performance tracking

reviewing visual merchandising performance against targets and making recommendations for future improvements.

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

role of visual merchandising in achieving organisational objectives

role of key retail functions that influence achievement of visual merchandising targets:

retail marketing

store operations

retail buying

store design

strategies to achieve visual merchandising targets:

traffic generation:

online

in store

retention of existing customers

engagement of new customers

increase average spend and conversion rates:

product stories

cross-selling and cross-promotion

accessorising

increased browsing and spending

user-generated content

layout and relationship to traffic flow:

product placement

precinct management

resources required to support the achievement of visual merchandising targets

common factors impacting achievement of visual merchandising targets:

internal

external

measures used to track visual merchandising performance:

qualitative

quantitative

techniques for reporting on visual merchandising performance.

Skills must be demonstrated in a service industries environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

organisational visual merchandising targets

visual merchandising performance results.

Assessors must satisfy the Standards for Registered Training Organisations' requirements for assessors, and:

have worked in a job role for at least two years where they have applied the skills and knowledge within this unit of competency.
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
Obtain and review organisational visual merchandising targets. 
Ensure visual merchandising targets are achievable and make any required recommendations for changes. 
Review internal and external factors that may affect visual merchandising performance and plan measures to reduce or enhance impact. 
Review past visual merchandising performance to inform the achievement of visual merchandising targets. 
Determine strategies for the achievement of visual merchandising targets. 
Determine both qualitative and quantitative measures for tracking performance. 
Implement planned strategies for the achievement of visual merchandising targets. 
Communicate visual merchandising targets to relevant personnel. 
Ensure availability of adequate resourcing to support the achievement of visual merchandising targets. 
Support team members to achieve visual merchandising targets and provide feedback on performance. 
Monitor and record the achievement of visual merchandising targets. 
Resolve or minimise the impact of internal and external factors that may impact visual merchandising performance. 
Analyse actual results against targets to identify strengths and weaknesses of visual merchandising performance. 
Report on performance and make recommendations for improved future visual merchandising performance. 

Forms

Assessment Cover Sheet

SIRRMER006 - Achieve visual merchandising targets
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

SIRRMER006 - Achieve visual merchandising targets

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: