SIRRMER519 - Design and produce merchandising and in-store presentations
Assessor Resource
SIRRMER519 Design and produce merchandising and in-store presentations
Assessment tool
Version 1.0 Issue Date: March 2024
This unit applies to frontline visual merchandising team members and managers.
This unit describes the performance outcomes, skills and knowledge required to apply knowledge of fixture and display systems and store design to analyse retail outlets or specific store area merchandising requirements and develop plans for merchandising and in-store presentations in response to client briefs.
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:
undertakes research leading to the identification and application of merchandising fixtures and fittings
develops a merchandising analysis in response to client requirements
develops wall and floor fixture and merchandising plans that meet industry standards and address the specific needs of the retail outlet
a current file of styles, purchase prices, hire prices and methods of presentation of store mannequins determined through research and visits to industry suppliers
an illustrated report on the process of remerchandising a store’s product
a range of fashion presentations using selected male and female mannequins
strategic visual presentations for fabric displays.
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:
WHS requirements
industry codes of practice
information and performance data on:
existing merchandising concepts
retail floor and wall fixture systems
information on:
client requirements
current merchandise range and concepts
store image
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
a simulated retail merchandising in-store design project
third-party reports from a supervisor
a folio of personally developed designs
an illustrated report on the process of remerchandising a store’s product
client feedback
answers to questions on standard procedures for the care, maintenance and storage of mannequins.
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
analytical skills to analyse merchandising requirements
creative thinking skills to apply design principles
communication and interpersonal skills to:
ask questions to identify and confirm requirements
identify and negotiate parameters of a brief
negotiate specific client needs through clear and direct communication
share information
use and interpret non-verbal communication
use language and concepts appropriate to cultural differences
literacy skills to write reports
technical skills to demonstrate:
fabric draping and folding skills
illustration and signage production skills
safe use of equipment materials and resources
Required knowledge
commercially available fixtures, fittings and store display equipment, including:
hire prices
methods of presentation of store mannequins
purchase prices
styles
contemporary store design trends and issues
copyright and intellectual property issues and legislation, and their impact on design practice
elements and principles of design
psychological and marketable characteristics of colour in visual merchandising
range of fixtures and merchandisers used 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, 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.
Merchandisersmay include:
bench styles
fixed
freestanding.
Client may include:
external retail industry clients
internal managers.
Merchandisemay include:
books
confectionery
cosmetics
fabrics
fashion
fashion accessories
food and drinks
homewares.
Specific client needs may include:
gathering data on existing product holdings
identifying the perceived customer target market
listing current stock categories
producing a stock analysis related to the brief
producing an analytical written report as part of the full merchandising plan.
Wall and floor fixture and merchandising plans may include:
entrance
exterior architecture
fixed and freestanding counters
fixed and freestanding merchandisers
lighting
models
price points
promotional areas
racks
signage
storage
traffic patterns
windows.
Store mannequins may include:
adults
children
female
infants
male.
Designated design principles may include:
asymmetrical grouping
dynamic grouping
formally balanced grouping
harmonious grouping
minimalist grouping
rhythmic grouping.
Compositional design themes may include:
drama
formality
fun
glamour
harmony
leisure.
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
Determine styles, prices and correct usage and assembly of a wide range of merchandisers through research and supplier visits.
Demonstrate correct merchandising on fixtures to client satisfaction.
Demonstrate correctly balanced merchandise placement on wall fixture systems to industry standard.
Identify and negotiate parameters of the brief with a retail industry client.
Negotiate specific client needs to be included in analysis.
Produce wall and floor fixture and merchandising plans to industry standard and address the specific needs of the retail outlet.
Detail the key physical elements of the outlet that affect merchandising performance.
Develop scale-rendered versions of exterior elevation, interior perspective, fixture placement (plan), and stock placement (elevation) as required and to industry standard.
Produce an illustrated report on the process of remerchandising the store’s products.
Predict sales figures before and after remerchandising.
Determine styles, purchase prices, price to hire and methods of presentation of store mannequins through research and visits to industry suppliers.
Develop and maintain a working file of mannequin looks, styles and poses, specific manufacturers and suppliers.
Obtain mannequins for specific merchandising projects according to store policy.
Demonstrate correct assembly techniques for a variety of store mannequins according to industry standard practice.
Implement industry standard procedures to ensure cleanliness and safe storage for mannequins.
Care for and store mannequin wigs, according to industry standard practice.
Arrange and group male and female fashion presentations according to designated design principles.
Produce industry applicable marker concept layouts for a range of visual presentations.
Select wigs, and assemble and dress mannequins, according to industry standards and client image requirements.
Install and arrange mannequins in situ according to planned themes.
Produce and install suitable props as required to suit the storyline of the display.
Implement industry standard presentation, site housekeeping procedures and relevant work health and safety (WHS) principles.
Develop budget, mid range and up-market concept sketches for the visual presentation of fabrics using mannequins.
Develop fabric presentations involving suitable industry standard stylistic arrangements targeting the specific market sector.
Create and install suitable signage, depicting price and typographic design in harmony with the product presented.
Create and apply strategic compositional design themes to fabric displays.
Forms
Assessment Cover Sheet
SIRRMER519 - Design and produce merchandising and in-store presentations
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Assessment Record Sheet
SIRRMER519 - Design and produce merchandising and in-store presentations
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