Assessor Resource

SIRXMPR008A
Implement advertising and promotional activities

Assessment tool

Version 1.0
Issue Date: March 2024


This unit involves the targeting of advertising and joint promotional programs to promote the sale of products and services. It encompasses analysis of previous activities, organising and coordinating new activities and evaluating the success of the activities.

This unit describes the performance outcomes, skills and knowledge required to implement advertising and promotional activities to promote the sale of products and services provided to wholesale business customers.

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 successful advertising and promotional campaigns according to business policy and procedures

applies analysis and evaluation of previous promotional activities completed for products and services when planning future promotions, within a defined market and time period

organises and coordinates individual and joint advertising and promotional programs in a satisfactory and timely manner to meet agreed performance targets

accurately determines the impact of promotional program on inventory levels.

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated work environment

relevant documentation, such as:

business policy and procedures manuals

sales and service delivery targets and plans

records of previous promotional activities

a market.

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 the candidate in the workplace

third-party reports from a supervisor

customer feedback

review of portfolio of evidence

written or verbal questioning to assess knowledge and understanding.

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:

interpersonal communication skills to:

negotiate arrangements with suppliers

coordinate personnel

contact customers

advise suppliers and customers of promotional activities and targets through clear and direct communication

ask questions to identify and confirm requirements

share information and give instructions

use language and concepts appropriate to cultural differences

use and interpret non-verbal communication

collecting, analysing and organising information

investigation of previous marketing campaigns and historical data

developing and implementing marketing strategies and campaigns in an analytic and efficient manner

literacy and numerical skills related to:

reading and understanding business policy and procedures

reading and interpreting a range of written documentation

recording data

data analysis

pricing

setting targets

establishing systems for recording and reporting information for use by others to assess progress of advertising campaigns

coordinating multiple players in joint promotional campaigns

developing and using strategies to evaluate success of promotional activities.

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

awareness of advertising events and relevant customers to be contacted

advertising and promotional plans

historical data on promotional programs

previous coordination requirements for campaigns, promotions and advertising activities

target measurement and evaluation techniques

factors determining success of joint advertising and promotional programs

relevant business policy and procedures

identification, correct use and maintenance of workplace technology

OHS aspects of job

logistics

relevant commercial law and legislation.

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.

Historical data may include:

regional-specific buying behaviour

demographics

market characteristics

social factors

behavioural factors

psychographic factors, e.g. lifestyle profiles.

Advertising and promotional activities may include:

manufacturer product or service campaigns

loyalty programs

catalogue offers

vouchers

seasonal campaigns

events

new lines

new store

sales discounts

special displays.

Forecast and trend information may be collected by:

database or internet searches

telephone

fax

mail

verbal meetings.

Business policy and procedures may relate to:

market forecasting and research

maintaining and utilising client records

promotional and marketing programs

evaluation of promotional and marketing programs

sale and supply of products and services

interpersonal communication

interaction with customers.

Customer requirements may include:

brand

warranty

storage

stock availability

product range

information on features and benefits of products

value for money

method of delivery

progress tracking of order.

Mutual benefits may include:

joint promotions

special events support

price

gross profit margins

collaborative planning

co-branding

improved trading terms.

Evaluation procedures and tools to measure promotional outcomes may include:

stakeholder consultation

modelling results

cost-benefit analysis

data analysis.

Personnel may include:

internal or external personnel

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

people from a range of job roles and responsibilities

specialist technical staff.

Design brief may include:

plans or documents developed by hand

plans or documents developed using appropriate computer software.

Support materials and resources may include:

merchandising and promotional materials

personnel

uniforms

payments

consumables

transportation

gifts or vouchers.

Advertising material may vary to accommodate regional variations in:

demographics

economics

competition

social and cultural factors

political influences

legal factors

natural factors

technology.

Systems for recording and reporting information may be:

manual

electronic

automated

scheduled.

Joint objectives will vary based on:

product, range, line, or category performance requirements

objectives such as those for price, profit, brand share, market share.

Success may be evaluated against:

key performance indicators

strategic objectives

price

market and sales indicators

brand value

quality standards and criteria

performance benchmarks

milestones.

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
Analyse historical data on previous advertising and promotional activities. 
Assess relevant forecasts and trends required for setting advertising and promotional plans. 
Manage and implement promotional and advertising activities according to business policy and procedures. 
Organise promotional activities in line with anticipated or researched customer requirements. 
Negotiate arrangements with suppliers in regard to special promotional activities. 
Coordinate promotional activities to maximise mutual benefits. 
Develop evaluation procedures and tools to measure the effectiveness of promotions (including the programs and customer response). 
Document promotional activities and record for future reference. 
Set targets for advertising campaign. 
Coordinate personnel involved in advertising campaign. 
Confirm timing for advertising campaign. 
Develop design brief for advertising and marketing. 
Plan support materials and resources. 
Identify resource constraints for advertising and marketing. 
Coordinate production of advertising material and review proofs against the design brief. 
Initiate advertising campaign on time according to business brief. 
Establish systems for recording and reporting information to enable internal and external personnel to assess the progress of advertising campaigns. 
Contact relevant business customers to establish joint objectives and content for promotional plans. 
Identify seasonal or special opportunities for joint promotional programs. 
Identify support materials required for joint promotional programs within required timeframe. 
Analyse and report impact of promotional activities on inventory levels. 
Advise suppliers and customers in a timely manner on promotional activities and targets. 
Evaluate and report success of joint promotions. 
Evaluate success of advertising campaign against targets. 
Achieve maximum customer impact by supporting promotional activities. 

Forms

Assessment Cover Sheet

SIRXMPR008A - Implement advertising and promotional activities
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Assessment Record Sheet

SIRXMPR008A - Implement advertising and promotional activities

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

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