Assessor Resource

SIRRMER517
Develop and apply strategies for merchandising and corporate presentation

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to frontline visual merchandisers and visual merchandiser supervisors and managers.

This unit describes the performance outcomes, skills and knowledge required to develop and apply effective merchandising strategies for targeted consumer groups and enterprises. It involves knowledge of corporate imaging, consumer demographics, current merchandising and sales reports, target markets, industry design standards and contemporary retail design issues, and the development of visual concepts for corporate merchandise presentation plans and visual displays.

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

This unit contains employability skills.



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

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

Evidence of the following is essential:

produces visual installations for a wide range of themes and locations

negotiates with a client; and plans, installs and removes a major promotion

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

collaboratively develops effective merchandising promotional planning manuals.

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated retail visual merchandising work environment

relevant documentation, such as:

legislation and statutory requirements

work health and safety (WHS) 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.

Method 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

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.

Guidance information for assessment

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

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.

Required skills

communication and interpersonal skills to:

negotiate briefs with clients

present ideas to clients

creative thinking skills to apply design principles to the preparation of visual presentations

planning and organising skills to develop comprehensive corporate manuals and action plans

technology skills to:

maintain digital photographic folio

prepare visual presentations

produce manuals

Required knowledge

contemporary retail design issues

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

corporate image and merchandising policy of the organisation

current merchandise inventories and sales reports

data used in the existing promotional plan

demographics of the target market identified in client briefs and the implications for merchandising choices

psychological and marketable characteristics of colour in visual merchandising

relevant promotional data in relation to goals and specific target market

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the individual, accessibility of the item, and local industry and regional contexts) may also be included.

Visual presentations may include:

bulk merchandising

carnival theme

different product ranges:

fashion

music

pharmacy

sports

harmony and contrast of colour

sales promotions

specified space

specific target demographic.

Promotional elements may include:

display point props

interior and exterior design elements

invitations and brochures

merchandising manual

news and magazine advertisements

point-of-sale units

posters and banners.

Industry standardmay include:

corporate image

merchandising policy

store plan and design.

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 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

SIRRMER517 - Develop and apply strategies for merchandising and corporate presentation
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Assessment Record Sheet

SIRRMER517 - Develop and apply strategies for merchandising and corporate presentation

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