Assessor Resource

SIRRMER013
Develop visual merchandising guidelines

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the performance outcomes, skills and knowledge required to develop visual merchandising guidelines that reflect organisational standards for the visual presentational of merchandise. It requires the ability to develop guidelines using written and visual representations of standards for distribution and use across multiple locations.

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 visual merchandising guideline requirements.

1.1. Communicate with relevant personnel to identify organisational priorities and standards for visual merchandising.

1.2. Clarify specifications and constraints impacting visual merchandising guideline development with relevant personnel.

1.3. Analyse internal and external operating environment including competitor activity, to identify opportunities and risks to inform visual merchandising guideline development.

1.4. Research local and global visual merchandising trends and draw inspiration to inform visual merchandising guideline development.

1.5. Identify challenges impacting the consistent implementation of visual merchandising standards across multiple locations and develop strategies to overcome challenges.

1.6. Challenge assumptions and traditional ways of thinking to promote innovative thinking and creativity in developing visual merchandising guidelines.

2. Develop visual merchandising guidelines.

2.1. Develop visual merchandising guidelines using digital technologies and tools.

2.2. Develop visual merchandising guidelines to provide clear and accurate detail of visual merchandising standards and expectations.

2.3. Provide visual and written representations of visual merchandising standards to aid understanding.

2.4. Detail the purpose and application of visual merchandising guidelines and how they are to be implemented.

2.5. Consider scaling and resourcing of individual stores and provide required supporting information.

2.6. Ensure visual merchandising guidelines links to organisational strategic objectives and priorities.

2.7. Develop communication tools for the distribution of visual merchandising guidelines.

2.8. Establish evaluation criteria to measure the implementation of visual merchandising standards.

2.9. Seek input of others and test usability of visual merchandising guidelines.

2.10. Finalise visual merchandising guidelines and seek approval.

3. Implement visual merchandising guidelines.

3.1. Communicate visual merchandising guidelines to relevant personnel and ensure understanding of standards and visual merchandising objectives.

3.2. Provide support and coaching to team members throughout the implementation process.

3.3. Monitor the standards of implementation against evaluation criteria and take action as required.

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

document visual merchandising guidelines for one retail organisation, outlining standards for:

branding

display installation

display maintenance

store and display cleaning

store recovery

lighting maintenance

window implementation and maintenance

store layout

usage of visual merchandising aids

safe storage of visual merchandising aids

merchandise presentation

promotions implementation

inventory management

pricing and signage installation and storage

evaluation criteria

incorporate the use of written and visual aids in the above visual merchandising guidelines

use digital design tools to aid the development of visual merchandising guidelines

monitor implementation of visual merchandising guidelines and take corrective action to respond to implementation issues

review implementation standards against evaluation criteria and make recommendations for future improvements.

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

role of visual merchandising guidelines

strategies to support the communication and effective implementation of visual merchandising guidelines

techniques for the achievement of consistency across multiple locations

key inclusions of visual merchandising guidelines:

branding

display installation

display maintenance

cleaning

store recovery

lighting maintenance

window implementation and maintenance

store layout

usage of visual merchandising aids

safe storage of visual merchandising aids

merchandise presentation

promotions implementation

inventory management

pricing and signage installation and storage

evaluation criteria

key aspects of internal and external operating environment impacting visual merchandising guideline development

common challenges associated with the implementation of visual merchandising guidelines and techniques to overcome these

logical layout and sequencing of visual merchandising guidelines

presentation formats for visual merchandising guidelines:

digital

non-digital.

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

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

digital design tools

templates and formats for visual merchandising guidelines.

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 visual merchandising guideline requirements.

1.1. Communicate with relevant personnel to identify organisational priorities and standards for visual merchandising.

1.2. Clarify specifications and constraints impacting visual merchandising guideline development with relevant personnel.

1.3. Analyse internal and external operating environment including competitor activity, to identify opportunities and risks to inform visual merchandising guideline development.

1.4. Research local and global visual merchandising trends and draw inspiration to inform visual merchandising guideline development.

1.5. Identify challenges impacting the consistent implementation of visual merchandising standards across multiple locations and develop strategies to overcome challenges.

1.6. Challenge assumptions and traditional ways of thinking to promote innovative thinking and creativity in developing visual merchandising guidelines.

2. Develop visual merchandising guidelines.

2.1. Develop visual merchandising guidelines using digital technologies and tools.

2.2. Develop visual merchandising guidelines to provide clear and accurate detail of visual merchandising standards and expectations.

2.3. Provide visual and written representations of visual merchandising standards to aid understanding.

2.4. Detail the purpose and application of visual merchandising guidelines and how they are to be implemented.

2.5. Consider scaling and resourcing of individual stores and provide required supporting information.

2.6. Ensure visual merchandising guidelines links to organisational strategic objectives and priorities.

2.7. Develop communication tools for the distribution of visual merchandising guidelines.

2.8. Establish evaluation criteria to measure the implementation of visual merchandising standards.

2.9. Seek input of others and test usability of visual merchandising guidelines.

2.10. Finalise visual merchandising guidelines and seek approval.

3. Implement visual merchandising guidelines.

3.1. Communicate visual merchandising guidelines to relevant personnel and ensure understanding of standards and visual merchandising objectives.

3.2. Provide support and coaching to team members throughout the implementation process.

3.3. Monitor the standards of implementation against evaluation criteria and take action as required.

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

document visual merchandising guidelines for one retail organisation, outlining standards for:

branding

display installation

display maintenance

store and display cleaning

store recovery

lighting maintenance

window implementation and maintenance

store layout

usage of visual merchandising aids

safe storage of visual merchandising aids

merchandise presentation

promotions implementation

inventory management

pricing and signage installation and storage

evaluation criteria

incorporate the use of written and visual aids in the above visual merchandising guidelines

use digital design tools to aid the development of visual merchandising guidelines

monitor implementation of visual merchandising guidelines and take corrective action to respond to implementation issues

review implementation standards against evaluation criteria and make recommendations for future improvements.

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

role of visual merchandising guidelines

strategies to support the communication and effective implementation of visual merchandising guidelines

techniques for the achievement of consistency across multiple locations

key inclusions of visual merchandising guidelines:

branding

display installation

display maintenance

cleaning

store recovery

lighting maintenance

window implementation and maintenance

store layout

usage of visual merchandising aids

safe storage of visual merchandising aids

merchandise presentation

promotions implementation

inventory management

pricing and signage installation and storage

evaluation criteria

key aspects of internal and external operating environment impacting visual merchandising guideline development

common challenges associated with the implementation of visual merchandising guidelines and techniques to overcome these

logical layout and sequencing of visual merchandising guidelines

presentation formats for visual merchandising guidelines:

digital

non-digital.

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

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

digital design tools

templates and formats for visual merchandising guidelines.

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
Communicate with relevant personnel to identify organisational priorities and standards for visual merchandising. 
Clarify specifications and constraints impacting visual merchandising guideline development with relevant personnel. 
Analyse internal and external operating environment including competitor activity, to identify opportunities and risks to inform visual merchandising guideline development. 
Research local and global visual merchandising trends and draw inspiration to inform visual merchandising guideline development. 
Identify challenges impacting the consistent implementation of visual merchandising standards across multiple locations and develop strategies to overcome challenges. 
Challenge assumptions and traditional ways of thinking to promote innovative thinking and creativity in developing visual merchandising guidelines. 
Develop visual merchandising guidelines using digital technologies and tools. 
Develop visual merchandising guidelines to provide clear and accurate detail of visual merchandising standards and expectations. 
Provide visual and written representations of visual merchandising standards to aid understanding. 
Detail the purpose and application of visual merchandising guidelines and how they are to be implemented. 
Consider scaling and resourcing of individual stores and provide required supporting information. 
Ensure visual merchandising guidelines links to organisational strategic objectives and priorities. 
Develop communication tools for the distribution of visual merchandising guidelines. 
Establish evaluation criteria to measure the implementation of visual merchandising standards. 
Seek input of others and test usability of visual merchandising guidelines. 
Finalise visual merchandising guidelines and seek approval. 
Communicate visual merchandising guidelines to relevant personnel and ensure understanding of standards and visual merchandising objectives. 
Provide support and coaching to team members throughout the implementation process. 
Monitor the standards of implementation against evaluation criteria and take action as required. 

Forms

Assessment Cover Sheet

SIRRMER013 - Develop visual merchandising guidelines
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SIRRMER013 - Develop visual merchandising guidelines

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