- SIRXSLS008A - Develop a sales strategy
Assessor Resource
SIRXSLS008A
Develop a sales strategy
Assessment tool
Version 1.0
Issue Date: April 2024
This unit applies to sales team leaders or managers who evaluate current company sales strategies against agreed targets and collaboratively plan, review and implement sales strategies to meet business goals and outcomes.
This unit describes the performance outcomes, skills and knowledge required to develop a sales strategy to underpin the attainment of targets within a marketing plan.
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, 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: accesses, analyses and integrates information regarding current company sales strategies develops realistic sales strategy targets that relate to strategic and business planning targets develops a successful sales strategy for a product or service in consultation with relevant personnel establishes procedures and mechanisms to collect and report on sales strategy during the development stage presents concise implementation procedures and review mechanisms for a sales strategy. |
Context of and specific resources for assessment | Assessment must ensure access to: a sales-oriented work environment relevant documentation, such as: strategic plans information on the internal and external operating environment a 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 the candidate in the workplace third-party reports from a supervisor review of portfolios of evidence written or verbal questioning to assess knowledge and understanding review of portfolios of evidence and third-party workplace reports of on-the-job performance. |
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.
This section describes the essential skills and knowledge and their level, required for this unit. |
Required skills |
analytical skills to evaluate sales strategies interpersonal skills to: present reports and present to groups and consult through clear and direct communication ask questions to identify and confirm requirements share information give instructions use language and concepts appropriate to cultural differences use and interpret non-verbal communication literacy skills to: document strategic plans access and interpret information numeracy skills to: interpret and maintain data set territory sales targets that link to sales, marketing and strategic plans |
Required knowledge |
business policy and procedures in regard to: strategic planning sales and service delivery principles and techniques in interpersonal communication business merchandise and service range existing sales plans joint promotional programs business and direct customer requirements information sources and their reliability and accuracy marketing and promotional planning targets Work Health and Safety (WHS) aspects of job 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. | |
Key elements of a sales strategy may include: | promotional activities sales techniques territory management rapport building product knowledge administration procedures and requirements time management negotiation skills. |
Products and services may be grouped by: | brand merchandise classification category range customer. |
Sales strategy may vary according to: | product or service merchandising and sales strategy discount periods, e.g. annual sale promotional strategies and their duration, cycle, territory coverage and product or service focus. |
Joint business sales strategies will vary based on: | product, range, line, or category performance requirements objectives such as those for price, profit, brand share, market share. |
Relevant information may include: | current performance data sales and contracts forecasted trends and opportunities available resource commitments and capacity. |
Planning and analysis activities for a specific market may include consideration of: | location product and service mix packaging or presentation quality factors (time, cost, variations) access continuity. |
Relevant people may include: | internal or external consultants employees supervisors relevant managers. |
Business goals and outcomes may include: | 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 |
---|---|---|---|
Review current sales strategy for all products and services. | |||
Compare and contrast current sales strategies for products and services. | |||
Identify joint business sales strategies. | |||
Enhance efficient decision making on sales planning through securing relevant information. | |||
Use appropriate tools to complete sales planning and analysis activities for a specific market. | |||
Devise sales targets. | |||
Review and set sales targets through involvement of relevant people using latest data. | |||
Ensure sales targets underpin business goals and outcomes. | |||
Ensure sales strategies support marketing and promotional plans. |
Forms
Assessment Cover Sheet
SIRXSLS008A - Develop a sales strategy
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Assessment Record Sheet
SIRXSLS008A - Develop a sales strategy
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