Assessor Resource

SIRRMER018A
Develop and apply strategies for merchandising and corporate presentation

Assessment tool

Version 1.0
Issue Date: April 2024


This unit requires the team member to apply knowledge of corporate imaging, consumer demographics, current merchandising and sales reports, target markets, industry design standards and contemporary retail design issues to develop visual concepts for corporate merchandise presentation plans and visual displays.

This unit describes the performance outcomes, skills and knowledge required to develop and apply effective merchandising strategies for targeted consumer groups and enterprises.

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

Prerequisites

Nil

Employability Skills

The required outcomes described in this unit contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements.



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, the range statement and the Assessment Guidelines for this Training Package.

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

Evidence of the following is essential:

producing visual installations for a wide range of themes and locations

negotiating with a client, and planning, installing and removing a major promotion

collaborating with clients to develop merchandising plans to industry requirements and to address the specific needs of the retail outlet

collaboratively developing effective merchandising promotional planning manuals.

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated work environment

relevant documentation, such as:

legislation and statutory requirements

OHS requirements

industry codes of practice

information and performance data on existing sales and merchandise

information on existing corporate merchandising and promotional plans

information on:

client requirements (project brief)

store image

products and services

retail design trends

materials.

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of performance in the workplace

simulated merchandising and corporate planning projects

third-party reports from a supervisor

a folio of personally developed designs

client feedback

answers to questions about specific skills and knowledge

review of portfolios of evidence and third-party workplace reports of on-the-job performance.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification.

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.

This section describes the essential skills and knowledge and their level, required for this unit.

The following skills must be assessed as part of this unit:

consultation skills

negotiation skills

analytical skills

planning skills

design application

presentation skills

a high level of computer literacy.

The following knowledge must be assessed as part of this unit:

corporate image and merchandising policy of the organisation

data used in the existing promotional plan

current merchandise inventories and sales reports

consumer demographics

target market

relevant promotional data in relation to goals and specific target market

contemporary retail design issues

copyright and intellectual property issues and legislation, and their impact on design practice

the psychological and marketable characteristics of colour in visual merchandising.

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 in the performance criteria is detailed below.

Visual presentations may include:

designer

fashion labels

lifestyle (homewares)

accessories

shoes

carnival, e.g. Italian or Brazilian

children of specified age group

sale

bulk merchandising

specified space

harmony and contrast of colour

music:

instrumental

CD promotion

travel

destination

country promotion

pharmacy

vitamins

cosmetic promotion

health products

sports

fashion

clothes

footwear.

Promotional elements may include:

posters and banners

invitations and brochures

news and magazine advertisements

point-of-sale units

interior and exterior design elements

display point props

merchandising manual.

Industry standard may include:

store plan and design

corporate image

merchandising policy.

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
Produce and install visual presentations to meet project briefs in a wide range of locations. 
Maintain a digital photographic folio of presentations for evaluation and planning purposes. 
Design a series of promotional elements according to industry standard and to match a project brief. 
Develop a rendered concept visual of the installation. 
Confirm promotional elements and installation concept visual with the client. 
Outline the projected implementation process in an action plan. 
Manufacture materials to match the designed elements. 
Install and dismantle the promotion to industry standard and client satisfaction. 
Determine profit margin by reading, analysing and summarising merchandise inventories and sales reports. 
Analyse information to identify basic lines, slow sellers and fast sellers. 
Produce merchandising plans using sales information that will strategically target consumer buying habits. 
Develop industry standard proposals for seasonal promotion campaigns. 
Develop illustrated visual seasonal promotion merchandising plans to complement advertising promotional campaigns. 
Negotiate and identify promotional briefs with industry clients. 
Collate comprehensive corporate product and outlet data for specific promotional displays or exhibitions. 
Present clear, concise analyses of stock, expectations, specific stories for visual presentation and target turnover and profit margins. 
Determine specific cost, manufacturing and dispatch details. 
Incorporate analysed data into corporate manuals that comply with particular retail organisation standards and image. 
Recommend suitable future directions and procedures for corporate manuals. 

Forms

Assessment Cover Sheet

SIRRMER018A - Develop and apply strategies for merchandising and corporate presentation
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Assessment Record Sheet

SIRRMER018A - Develop and apply strategies for merchandising and corporate presentation

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

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