Assessor Resource

SIRXMER405
Manage store presentation and pricing

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to frontline retail managers.

This unit describes the performance outcomes, skills and knowledge required to apply knowledge of store merchandising to plan and manage store promotions, and manage store pricing policies and housekeeping. It includes interpreting and complying with store layout and visual merchandising policies, developing and implementing procedures to manage merchandise pricing, and managing all aspects of store housekeeping, including contingency procedures.

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:

assesses layout and presentation of merchandise against store visual merchandising policies and procedures

assesses effectiveness of layout and presentation, according to sales targets and predetermined objectives

collaboratively plans, coordinates and implements advertising and promotional activities according to store policies and procedures

assesses and reports on effectiveness of advertising and promotions to staff and management according to store policies and procedures

collaboratively plans, coordinates and implements pricing activities, according to store policies and procedures

collaboratively plans, coordinates and implements housekeeping activities, according to store policies and procedures and WHS legislation, regulations and codes of practice.

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:

store policy and procedures manuals

store merchandising plan

legislation and statutory requirements

WHS legislation, regulations and 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:

ask questions to identify and confirm requirements

communicate store standards and expectations to staff

consult floor staff

negotiate arrangements with suppliers, through clear and direct communication

use and interpret non-verbal communication

use language and concepts appropriate to cultural differences

literacy skills to:

document results

prepare reports

prepare rosters

research, analyse and interpret a broad range of written material

planning and organising skills to develop rosters

team leadership skills to:

coordinate staff activities

develop and implement procedures

provide feedback on performance

Required knowledge

pricing procedures, including GST requirements

relevant industry codes of practice relating to managing store presentations and pricing

relevant legislation and statutory requirements relating to managing store presentations and pricing, including work health and safety (WHS)

principles and techniques in:

visual merchandising

project management

store policies and procedures in regard to:

advertising and promotions

customer demand and market trends

housekeeping for premises, fittings, fixtures and equipment

layout and presentation

pricing or marking down of goods, including risk assessment

product quality standards

range and availability of new products and services

store merchandise and service range

store merchandising plan

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 merchandising policies and plans may include:

market research

pricing policy

seasonal lines

store image

store layout and space availability

target market.

Store housekeeping and maintenance may include:

equipment

fittings

fixtures

store premises.

Contingency plan may include:

blackout

breakages

break-in

flood, storm or cyclone

major spillages.

Organisation pricing policies and procedures may include:

end of season stock

goods close to use-by date

marking down of slow moving stock

pricing policies, including GST requirements

soiled or damaged goods.

Legislative requirements may include:

Australian consumer law and fair trading Acts.

Promotional activities may involve:

corporate or locally-based activities

dealing with advertising agencies and consultants

external and in-store activities.

Promotionsmay include:

advertising

catalogues

internet

newspapers

posters

radio or television

suppliers

website.

Assessment may include:

customer response

layout

visual impact.

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
Define standards for visual presentations and displays and clearly communicate to all staff. 
Ensure store layout and presentation support market position and promote customer flow, according to store visual merchandising policies and plans. 
Develop and implement layout assessment checks and provide feedback to staff. 
Consult floor staff to assess customer response to space allocations. 
Develop and implement store policies and procedures in regard to store housekeeping and maintenance. 
Develop and manage rosters or schedules, ensuring store housekeeping standards are monitored and maintained. 
Initiate contingency plan in the event of merchandise or store presentation problems. 
Maintain store pricing according to organisation pricing policies and procedures in regard to pricing. 
Maintain accurate information on pricing trends and changes and communicate to relevant staff. 
Develop and implement procedures for pricing according to store policies and legislative requirements. 
Manage and implement store policies and procedures in regard to store promotional activities. 
Organise activities in line with anticipated or researched customer requirements. 
Manage promotions in order to achieve maximum customer impact. 
Negotiate arrangements with suppliers in regard to special promotional activities. 
Coordinate store activities to complement complex promotions of shopping centre or retail operation. 
Develop and implement assessment checks to measure effectiveness of promotions. 
Document and report on promotional activities. 

Forms

Assessment Cover Sheet

SIRXMER405 - Manage store presentation and pricing
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

SIRXMER405 - Manage store presentation and pricing

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: