Assessor Resource

SIRRMER007
Design and install visual merchandising displays

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to design and create visual merchandising displays for promotional purposes. It requires the ability to review a visual merchandising concept to identify display objectives, and to build displays using a range of construction methods and materials.

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

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. Determine display requirements.

1.1. Access and review a visual merchandising concept to determine display requirements.

1.2. Determine display purpose and desired messaging.

1.3. Identify scaling and spatial specifications and constraints that will impact display design.

1.4. Access creative sources of information and research display trends to draw inspiration to inform display design.

2. Design displays.

2.1. Design displays that reflect organisational merchandise strategy, style guidelines and standards.

2.2. Plan display structure and positioning that reflects customer traffic flow and visual paths.

2.3. Incorporate multi-sensory elements into display design to enhance customer engagement and interaction with product.

2.4. Design displays that promote cross-selling and generate commercial benefit.

2.5. Design displays that are structurally sound and meet work, health and safety requirements.

2.6. Apply principles and elements of design to display designs.

2.7. Identify resources, materials and construction techniques required to build displays.

2.8. Identify opportunities to create cost-efficiencies and maximise use of resources.

2.9. Produce visual representations of display designs.

2.10. Seek approval for display designs and make any required adjustments.

3. Install displays.

3.1. Source materials and resources required to create displays.

3.2. Select appropriate time to build displays that minimises disruption to customers.

3.3. Apply construction techniques and use power tools to build displays.

3.4. Ensure product availability at primary location.

3.5. Consider product grouping based on key features, price, size and type.

3.6. Handle stock and equipment according to safe manual handling and work health and safety requirements to prevent injury to self.

3.7. Finalise displays and adjust as required to ensure visual appeal is maximised.

3.8. Ensure finalised displays meet display design and work, health and safety requirements.

3.9. Clean and tidy work area and remove excess materials and stock.

3.10. Dispose of waste to minimise environmental impacts.

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

review a visual merchandising concept to design and create three of the following visual merchandising displays:

window display

lifestyle display

bulk stack display

event installation

promotional display

pop-up shop display

exhibition display

food display

create visual representations of the above display designs using digital software on at least one occasion

use common construction techniques and power tools to work with materials to create visual merchandising displays

create the above displays:

applying the elements and principles of design

following work, health and safety requirements

within typical workplace time constraints

that align with visual merchandising style guidelines and standards

incorporate the following sensory elements, on at least one occasion, in the above displays:

sound

smell

touch

sight.

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

types of visual merchandising displays:

purpose

benefits

limitations

key aspects and considerations of visual merchandising display design:

creating alignment with organisational merchandise strategy

display purpose and desired messaging

scaling

spatial specifications

product styling

customer traffic flow

customer visual paths

materials

construction methods

current visual merchandising display trends

sources of creative influence

tools used creating visual representation of displays

techniques to achieve the following through visual merchandising displays:

increased customer engagement

sales generation

cross-selling

cost-efficiencies

common types of material and construction methods used in visual merchandising displays:

benefits

limitations

elements and principles of design and their application in visual merchandising display design:

elements of design:

texture

form

colour

space

line

principles of design:

harmony

rhythm

balance

dominance

scale

proportion

light

contrast

use of multi-sensory elements in visual merchandising displays:

sound

smell

touch

sight

key aspects of work, health and safety as it relates to visual merchandising displays.

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

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

visual merchandising style guidelines and standards

visual merchandising concept

display space

display supplies:

materials

power tools

product

display equipment

equipment

fixtures.

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. Determine display requirements.

1.1. Access and review a visual merchandising concept to determine display requirements.

1.2. Determine display purpose and desired messaging.

1.3. Identify scaling and spatial specifications and constraints that will impact display design.

1.4. Access creative sources of information and research display trends to draw inspiration to inform display design.

2. Design displays.

2.1. Design displays that reflect organisational merchandise strategy, style guidelines and standards.

2.2. Plan display structure and positioning that reflects customer traffic flow and visual paths.

2.3. Incorporate multi-sensory elements into display design to enhance customer engagement and interaction with product.

2.4. Design displays that promote cross-selling and generate commercial benefit.

2.5. Design displays that are structurally sound and meet work, health and safety requirements.

2.6. Apply principles and elements of design to display designs.

2.7. Identify resources, materials and construction techniques required to build displays.

2.8. Identify opportunities to create cost-efficiencies and maximise use of resources.

2.9. Produce visual representations of display designs.

2.10. Seek approval for display designs and make any required adjustments.

3. Install displays.

3.1. Source materials and resources required to create displays.

3.2. Select appropriate time to build displays that minimises disruption to customers.

3.3. Apply construction techniques and use power tools to build displays.

3.4. Ensure product availability at primary location.

3.5. Consider product grouping based on key features, price, size and type.

3.6. Handle stock and equipment according to safe manual handling and work health and safety requirements to prevent injury to self.

3.7. Finalise displays and adjust as required to ensure visual appeal is maximised.

3.8. Ensure finalised displays meet display design and work, health and safety requirements.

3.9. Clean and tidy work area and remove excess materials and stock.

3.10. Dispose of waste to minimise environmental impacts.

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

review a visual merchandising concept to design and create three of the following visual merchandising displays:

window display

lifestyle display

bulk stack display

event installation

promotional display

pop-up shop display

exhibition display

food display

create visual representations of the above display designs using digital software on at least one occasion

use common construction techniques and power tools to work with materials to create visual merchandising displays

create the above displays:

applying the elements and principles of design

following work, health and safety requirements

within typical workplace time constraints

that align with visual merchandising style guidelines and standards

incorporate the following sensory elements, on at least one occasion, in the above displays:

sound

smell

touch

sight.

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

types of visual merchandising displays:

purpose

benefits

limitations

key aspects and considerations of visual merchandising display design:

creating alignment with organisational merchandise strategy

display purpose and desired messaging

scaling

spatial specifications

product styling

customer traffic flow

customer visual paths

materials

construction methods

current visual merchandising display trends

sources of creative influence

tools used creating visual representation of displays

techniques to achieve the following through visual merchandising displays:

increased customer engagement

sales generation

cross-selling

cost-efficiencies

common types of material and construction methods used in visual merchandising displays:

benefits

limitations

elements and principles of design and their application in visual merchandising display design:

elements of design:

texture

form

colour

space

line

principles of design:

harmony

rhythm

balance

dominance

scale

proportion

light

contrast

use of multi-sensory elements in visual merchandising displays:

sound

smell

touch

sight

key aspects of work, health and safety as it relates to visual merchandising displays.

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

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

visual merchandising style guidelines and standards

visual merchandising concept

display space

display supplies:

materials

power tools

product

display equipment

equipment

fixtures.

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
Access and review a visual merchandising concept to determine display requirements. 
Determine display purpose and desired messaging. 
Identify scaling and spatial specifications and constraints that will impact display design. 
Access creative sources of information and research display trends to draw inspiration to inform display design. 
Design displays that reflect organisational merchandise strategy, style guidelines and standards. 
Plan display structure and positioning that reflects customer traffic flow and visual paths. 
Incorporate multi-sensory elements into display design to enhance customer engagement and interaction with product. 
Design displays that promote cross-selling and generate commercial benefit. 
Design displays that are structurally sound and meet work, health and safety requirements. 
Apply principles and elements of design to display designs. 
Identify resources, materials and construction techniques required to build displays. 
Identify opportunities to create cost-efficiencies and maximise use of resources. 
Produce visual representations of display designs. 
Seek approval for display designs and make any required adjustments. 
Source materials and resources required to create displays. 
Select appropriate time to build displays that minimises disruption to customers. 
Apply construction techniques and use power tools to build displays. 
Ensure product availability at primary location. 
Consider product grouping based on key features, price, size and type. 
Handle stock and equipment according to safe manual handling and work health and safety requirements to prevent injury to self. 
Finalise displays and adjust as required to ensure visual appeal is maximised. 
Ensure finalised displays meet display design and work, health and safety requirements. 
Clean and tidy work area and remove excess materials and stock. 
Dispose of waste to minimise environmental impacts. 

Forms

Assessment Cover Sheet

SIRRMER007 - Design and install visual merchandising displays
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

SIRRMER007 - Design and install visual merchandising displays

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: