Assessor Resource

SIRXMER303
Coordinate merchandise presentation

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to frontline visual merchandisers who supervise sales and other staff implementing and maintaining displays according to store merchandising standards.

This unit describes the performance outcomes, skills and knowledge required to apply knowledge of store merchandising and pricing policy and standards 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.

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:

implements and instructs staff regarding store display, merchandising, ticketing and pricing policies and procedures

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 disposing of displays

evaluates and reports 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 real or simulated retail work environment

pricing and ticketing equipment

merchandise for display

display materials and props

relevant documentation, such as:

store policy and procedures manuals on merchandising

WHS requirements

manufacturer instructions and operation manuals on electronic ticketing equipment

legislation and statutory requirements

industry codes of practice

a work team.

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

third-party reports from a supervisor

customer feedback

answers to questions about specific skills and knowledge.

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:

give instructions

provide feedback to management through clear and direct communication

provide information to staff

share information

use and interpret non-verbal communication

use language and concepts appropriate to cultural differences

literacy and numeracy skills to:

prepare machine or manual labels and tickets

present and price merchandise

read and interpret store policies and procedures

observation skills to assess display and presentation compliance with visual merchandising standards

technology skills to operate and maintain electronic labelling and ticketing equipment

team leadership skills to:

instruct and support staff

supervise staff activities

Required knowledge

availability and use of materials

correct storage procedures for labelling and ticketing equipment and materials

load-bearing capacity of fixtures and display areas

location of display areas

manufacturer specifications for the use of electronic labelling and ticketing equipment

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

pricing procedures, including GST requirements

principles and techniques of interpersonal communication skills

principles of display and design

procedure for accessing information and implementing price changes

relevant industry codes of practice relating to coordinating merchandise presentation

relevant legislation and statutory requirements relating to coordinating merchandise presentation, including Australian Consumer Law

relevant work health and safety (WHS) legislation and codes of practice

store policies and procedures in regard to:

efficient use of resources

merchandise range

merchandising, pricing and ticketing

minimum stock levels required

stock rotation and replenishment

storage of stock

store promotional themes

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.

Display standards and requirements may include:

maintaining existing displays

safety

setting up new displays

ticketing and display signage.

Staffmay be:

from a range of social, cultural and ethnic backgrounds

from within or outside own work team

fulltime, part-time, casual or contract.

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

fixtures on floor

interior or exterior

permanent or temporary

publicly accessible areas

shelves

walls

windows.

Display informationmay include:

discount information

price

product brand

special guarantees

product characteristics, such as:

size

weight capacity

materials.

Customers may include:

internal and external contacts

new or repeat contacts

people from a range of social, cultural and ethnic backgrounds

people 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
Communicate and demonstrate store display standards and requirements to staff. 
Identify occurrence and timing of promotions and special events and inform staff. 
Identify items to be advertised or promoted, according to store merchandising policy and inform staff. 
Identify appropriate timing for dismantling and disposing of displays and inform staff. 
Plan and coordinate promotions and special events as directed by management. 
Plan and supervise construction and maintenance of displays in order to achieve balance and visual impact. 
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. 
Ensure displays are constructed and maintained in a safe and secure manner. 
Regularly monitor replenishment of merchandise and rotation of stock on store displays and take action as required. 
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. 
Evaluate promotions or special events against sales turnover and store presentation standards. 
Evaluate merchandise presentation against sales turnover and store presentation standards. 
Provide management with feedback in regard to improvement of store marketing and promotional activities. 

Forms

Assessment Cover Sheet

SIRXMER303 - 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

SIRXMER303 - 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: