Assessor Resource

SIRXPDK001
Advise on products and services

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to develop product and service knowledge and provide information to customers.

This unit applies to individuals working in frontline customer service and sales roles in a diverse range of industry and business contexts. They operate with some independence under general supervision and guidance from others, and within established organisational policies and procedures.

No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop product and service knowledge.

1.1.Identify and access sources of information on products and services.

1.2.Interpret information about availability, features and benefits of products and services.

1.3.Compare products and services based on product information.

1.4.Identify and use opportunities to update knowledge for the product and service range.

2. Respond to customer requests.

2.1.Answer customer questions about products and services with current and accurate information.

2.2.Use questions to clarify customer information needs.

2.3.Explain product and service details using clear communication.

2.4.Source additional information when answer to customer request is unknown or refer to relevant colleagues.

3. Enhance information provided.

3.1.Identify situations where additional information may assist the customer.

3.2.Advise on alternative products or services that may meet customer needs when requested item is not available.

3.3.Recommend complementary products, specials, new lines and promotions to customers according to their needs.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

access and interpret sources of information on four different products or services

respond to four different customer inquiries for product or service information that individually or cumulatively require provision of information on all of the following:

features and benefits

price

alternative products or services

complementary products or services.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

interactions with customers

product or service pricing

basic key aspects of legislation that impact provision of information for the product or service range:

Australian Consumer Law

product or service specific legislation

interpersonal communication techniques:

active listening and questioning

communication methods which convey information clearly and concisely

product and service information for the product or service range:

features and benefits

price

care and handling of products

availability

storage requirements, shelf life and use by date

warranties

ingredients or materials contained in product

origins

alternative products and services

complementary products and services.

Skills must be demonstrated in a services industries environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

a product or service range

sources of product information

relevant documentation:

current plain English regulatory documents distributed by government regulators outlining factors that impact provision of information for the product or service range

price lists

organisational policies and procedures relevant to product and service advice

customers; these can be:

customers in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop product and service knowledge.

1.1.Identify and access sources of information on products and services.

1.2.Interpret information about availability, features and benefits of products and services.

1.3.Compare products and services based on product information.

1.4.Identify and use opportunities to update knowledge for the product and service range.

2. Respond to customer requests.

2.1.Answer customer questions about products and services with current and accurate information.

2.2.Use questions to clarify customer information needs.

2.3.Explain product and service details using clear communication.

2.4.Source additional information when answer to customer request is unknown or refer to relevant colleagues.

3. Enhance information provided.

3.1.Identify situations where additional information may assist the customer.

3.2.Advise on alternative products or services that may meet customer needs when requested item is not available.

3.3.Recommend complementary products, specials, new lines and promotions to customers according to their needs.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

access and interpret sources of information on four different products or services

respond to four different customer inquiries for product or service information that individually or cumulatively require provision of information on all of the following:

features and benefits

price

alternative products or services

complementary products or services.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

interactions with customers

product or service pricing

basic key aspects of legislation that impact provision of information for the product or service range:

Australian Consumer Law

product or service specific legislation

interpersonal communication techniques:

active listening and questioning

communication methods which convey information clearly and concisely

product and service information for the product or service range:

features and benefits

price

care and handling of products

availability

storage requirements, shelf life and use by date

warranties

ingredients or materials contained in product

origins

alternative products and services

complementary products and services.

Skills must be demonstrated in a services industries environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

a product or service range

sources of product information

relevant documentation:

current plain English regulatory documents distributed by government regulators outlining factors that impact provision of information for the product or service range

price lists

organisational policies and procedures relevant to product and service advice

customers; these can be:

customers in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

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 and access sources of information on products and services. 
Interpret information about availability, features and benefits of products and services. 
Compare products and services based on product information. 
Identify and use opportunities to update knowledge for the product and service range. 
Answer customer questions about products and services with current and accurate information. 
Use questions to clarify customer information needs. 
Explain product and service details using clear communication. 
Source additional information when answer to customer request is unknown or refer to relevant colleagues. 
Identify situations where additional information may assist the customer. 
Advise on alternative products or services that may meet customer needs when requested item is not available. 
Recommend complementary products, specials, new lines and promotions to customers according to their needs. 

Forms

Assessment Cover Sheet

SIRXPDK001 - Advise on products and services
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

SIRXPDK001 - Advise on products and services

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: