Assessor Resource

SIRXMER002A
Coordinate merchandise presentation

Assessment tool

Version 1.0
Issue Date: March 2024


This unit requires the team member to apply knowledge of store merchandising and pricing policy and standards staff to support and coordinate relevant frontline staff members and ensure that they arrange, present and label or price merchandise according to store requirements. It also involves informing staff of store merchandise presentation requirements for sales, promotions and special events, and providing feedback to management in regard to improvement of store marketing and promotional activities.

This unit describes the performance outcomes, skills and knowledge required to supervise sales and other staff implementing and maintaining displays according to store merchandising standards.

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:

implements store policies and procedures in regard to displaying, merchandising, ticketing and pricing of stock

coordinates and monitors display, promotion and presentation of merchandise according to store policies and procedures and legislative requirements

identifies products to be advertised or promoted according to store merchandising policies

coordinates construction and maintenance of displays within time schedule set in regard to advertising, catalogues, special offers and in-store promotions in a safe and secure manner

informs staff of pricing policies, promotions, special events, display standards and requirements and timing for dismantling and disposal of displays

evaluates and reports sales and presentation effectiveness of store merchandising and promotional activities to management and staff as required by store policies and procedures.

Context of and specific resources for assessment

Assessment must ensure access to:

a retail environment

pricing and ticketing equipment

merchandise for display

display materials and props

relevant documentation, such as:

store policy and procedures manuals on merchandising

OHS requirements

manufacturer instructions and operation manuals on electronic ticketing equipment

legislation and statutory requirements

industry codes of practice

a work team.

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

third-party reports from a supervisor

customer feedback

answers to questions about specific skills and knowledge.

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:

use and maintenance of electronic labelling and ticketing equipment

interpersonal communication skills to:

provide information to staff

provide feedback to management through clear and direct communication

share information

give instructions

use language and concepts appropriate to cultural differences

use and interpret non-verbal communication

literacy and numeracy skills in relation to:

machine or manual preparation of labels and tickets

reading and interpreting store policies and procedures

merchandise presentation and pricing.

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

store policies and procedures, in regard to:

merchandising, pricing and ticketing

merchandise range

storage of stock

stock rotation and replenishment

minimum stock levels required

procedure for accessing information and implementing price changes

principles of display and design

location of display areas

availability and use of materials

store promotional themes

occurrence and timing of store promotions, including advertising, catalogues and special offers

load-bearing capacity of fixtures and display areas

correct storage procedures for labelling and ticketing equipment and materials

relevant OHS legislation and codes of practice

relevant legislation and statutory requirements, including Trade Practices and Fair Trading Acts

pricing procedures, including GST requirements

relevant industry codes of practice

principles and techniques of interpersonal communication skills

manufacturer specifications for the use of electronic labelling and ticketing equipment.

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.

Displays may be located in a variety of areas, including:

windows

shelves

walls

fixtures on floor

permanent or temporary

interior or exterior

publicly accessible areas.

Staff may be:

full-time, part-time, casual or contract

from within or outside own work team

from a range of social, cultural and ethnic backgrounds.

Display standards and requirements may include :

setting up new displays

maintaining existing displays

ticketing and display signage

safety.

Promotions and special events may include:

stock characteristics

industry codes of practice.

Display information may include:

product brand

product characteristics, such as:

size

weight capacity

materials

special guarantees

price

discount information.

Customers may include:

new or repeat contacts

external and internal contacts

people from a range of social, cultural and ethnic backgrounds and with varying physical and mental abilities.

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
Identify items to be advertised or promoted according to store merchandising policy. 
Plan, coordinate and evaluate promotions or special events as directed by management. 
Plan and supervise construction and maintenance of displays in order to achieve balance and visual impact. 
Inform staff of store display standards and requirements. 
Inform staff of occurrence and timing of promotions and special events. 
Ensure product or service display information accurately depicts product or service being promoted. 
Ensure displays are completed according to required time schedule, with minimum disruption to customer service and traffic flow. 
Construct and maintain displays in a safe, secure manner. 
Regularly monitor replenishment of merchandise and rotation of stock on store displays and take action as required. 
Inform staff of appropriate timing for dismantling and disposal of displays. 
Evaluate merchandise presentation against sales turnover and store presentation standards. 
Provide management with feedback in regard to improvement of store marketing and promotional activities. 
Implement store policy and procedures in regard to pricing and ticketing. 
Identify current prices for products and services and amend according to store policy. 
Inform team members of price changes and current pricing policies. 

Forms

Assessment Cover Sheet

SIRXMER002A - Coordinate merchandise presentation
Assessment task 1: [title]

Student name:

Student ID:

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

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

SIRXMER002A - Coordinate merchandise presentation

Student name:

Student ID:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: