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
Assessment task 1: [title]

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I declare that the assessment tasks submitted for this unit are my own work.

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Assessment Record Sheet

SIRRMER519 - Design and produce merchandising and in-store presentations

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

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Overall assessment result: Competent Not yet competent

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