Assessor Resource

SITTTSL005
Sell tourism products and services

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to proactively sell tourism, travel, hospitality or event products. It requires the ability to identify specific customer needs, suggest a range of products to meet those needs, provide current and accurate product information and close the sale. The unit only covers sales skills and not related product and destination knowledge which is covered in other units.

The product can include any international or domestic product sold by any tourism, travel, hospitality, or event organisation.

The organisation could be a principal (the supplier) or an agent selling products on behalf of the principal. The sale may be made for a single product or multiple products making up a complete package or itinerary.

This unit applies to frontline sales or operations personnel who operate with some level of independence and under limited supervision. This includes travel consultants, inbound tour coordinators, visitor information officers, account managers for professional conference organisers, event coordinators, tour guides, restaurant managers, banquet coordinators or managers, resort activities coordinators, tour desk officers, reservations sales agents, and owner-operators of tourism organisations.

The sale of travel and tourism products is subject to specific regulations under several federal and state or territory pieces of legislation:

Personnel selling travel insurance to a client must meet the requirements of the Financial Services Reform Act (2001)

Inbound tour operators (ITOs), irrespective of their location, selling tours that operate within Queensland are subject to the Queensland Tourism Services Act (2003). They must register with the Queensland Office of Fair Trading. This law also applies to tour guides residing anywhere in Australia when working in Queensland and selling local products. ITO personnel and guides do not need to meet any training or certification requirements.

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. Identify customer product needs.

1.1.Establish rapport with customer to promote goodwill and trust.

1.2.Determine customer needs and preferences, including cultural preferences and expectations.

1.3.Identify appropriate products to meet customer needs and specific information and advice relevant to these products.

1.4.Identify any customer requests which, if met, would breach ethical and legal commitments.

2. Suggest products that meet customer needs.

2.1.Use product knowledge to tailor product options to specific customer needs.

2.2.Make any product suggestions according to current promotional focus and organisational preferred product arrangements.

2.3.Make customer aware of additional products that may enhance their request and maximise the sale profitability.

2.4.Source additional information to meet specific customer needs.

3. Provide specific product information and advice.

3.1.Provide appropriate scope and depth of current and accurate product information and advice, including relevant product conditions, to meet customer needs.

3.2.Suggest alternative products if desired products are unavailable.

3.3.Promptly present all options in a clear format and style.

3.4.Disclose any sales and product coordination fees in a clear and accessible manner.

4. Sell the product.

4.1.Clearly explain and promote product features and benefits.

4.2.Provide additional information to address customer questions and objections.

4.3.Select and use techniques at the appropriate time to close the sale with the customer.

4.4.Identify and act on opportunities to enhance the quality of service to customers.

5. Follow up sales opportunities.

5.1.Where appropriate, make follow-up contact with customer.

5.2.Provide required after sales service according to organisational procedures.

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

proactively sell international and domestic destination products from the list in the knowledge evidence to meet the requirements of at least three different customers

demonstrate the following skills during each of the above customer service interactions:

communication with customers to correctly interpret their requirements

use of different sales techniques in response to different customer types

integration of product knowledge into the sales process

complete sales within commercial time constraints and deadlines determined by the customer or the organisation.

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

types of international and domestic destination products:

accommodation

activities

airfares

brochured tour packages

cruises

entertainment

entrance to attractions or sites

event management services

food, beverage and catering

functions

incentive tours

inclusive products or optional touring products

meals

meeting or event equipment

speaker services

special event consumable items

special items with customer’s corporate branding

specially tailored itineraries

technical equipment and services

tour guiding services

tours

transfers

transportation

travel insurance

vehicle rental

venue hire

sales techniques:

opening techniques

recognising buying signals

strategies to focus customer on specific products

selling intangible products

selling add-ons and complementary products

overcoming customer objections

closing techniques

ethical and legal commitments relating to the sale of tourism products:

consumer protection

products that breach environmental laws

products that are known to cause negative environmental, cultural or social impacts

products that breach known or advised customer cultural or religious taboos

selling air tickets

those dealing with Australian-based customers, the general characteristics of the main social and cultural groups in Australian society and the key aspects of their cultural and religious protocols and preferences for tourism products

those working in inbound tourism, the general characteristics of the main inbound tourist markets and the key aspects of their cultural and religious protocols and preferences for Australian tourism products

regarding the specific industry sector and organisation:

considerations for selling specific products:

negotiated costs

contractual arrangements

preferred supplier or agent arrangements

primary components of consumer protection laws that relate to selling tourism products and, organisational responsibility for supplying products as described or substituting suitable products

primary components of and actions that must be adhered to by tourism organisations under the Criminal Code Act 1995 for child sex offences outside Australia

inbound tour operators and guides selling and delivering Queensland-based products:

primary components of and actions that must be adhered to by tourism organisations under the Queensland Tourism Services Act 2003

where travel insurance is a product:

primary components of the Financial Services Reform Act 2001 and, organisational responsibility for supplying product disclosure statements and providing accurate information on the provisions of the insurance policy

formats and inclusions used to present information to customers and, styles that cater for those with special needs.

Skills must be demonstrated in a business operation or activity that sells tourism, travel, hospitality or events products. This can be:

an industry workplace

a simulated industry environment set up for the purposes of assessment.

Assessment must ensure access to:

computers and information systems currently used by the tourism, travel, hospitality and event industries to store product-related information

internet

printer

storage for computer data

telephone

specific computerised systems and software programs currently used by tourism, travel, hospitality and events industry operators to:

administer travel documents

control product inventory

control the reservations function for the supply of product

facilitate airfare calculations

prepare quotations

process reservations

process event registrations

store industry-related and product information

computerised reservations systems (CRS) currently used in the tourism industry to administer booking and operational functions, book supplier services and maintain accounting records

customers with whom the individual can interact; these can be:

customers in an industry workplace who are assisted by the individual during the assessment process; or

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

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors; and:

have worked in industry for at least three years where they have applied the skills and knowledge of this unit of competency.


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. Identify customer product needs.

1.1.Establish rapport with customer to promote goodwill and trust.

1.2.Determine customer needs and preferences, including cultural preferences and expectations.

1.3.Identify appropriate products to meet customer needs and specific information and advice relevant to these products.

1.4.Identify any customer requests which, if met, would breach ethical and legal commitments.

2. Suggest products that meet customer needs.

2.1.Use product knowledge to tailor product options to specific customer needs.

2.2.Make any product suggestions according to current promotional focus and organisational preferred product arrangements.

2.3.Make customer aware of additional products that may enhance their request and maximise the sale profitability.

2.4.Source additional information to meet specific customer needs.

3. Provide specific product information and advice.

3.1.Provide appropriate scope and depth of current and accurate product information and advice, including relevant product conditions, to meet customer needs.

3.2.Suggest alternative products if desired products are unavailable.

3.3.Promptly present all options in a clear format and style.

3.4.Disclose any sales and product coordination fees in a clear and accessible manner.

4. Sell the product.

4.1.Clearly explain and promote product features and benefits.

4.2.Provide additional information to address customer questions and objections.

4.3.Select and use techniques at the appropriate time to close the sale with the customer.

4.4.Identify and act on opportunities to enhance the quality of service to customers.

5. Follow up sales opportunities.

5.1.Where appropriate, make follow-up contact with customer.

5.2.Provide required after sales service according to organisational procedures.

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

proactively sell international and domestic destination products from the list in the knowledge evidence to meet the requirements of at least three different customers

demonstrate the following skills during each of the above customer service interactions:

communication with customers to correctly interpret their requirements

use of different sales techniques in response to different customer types

integration of product knowledge into the sales process

complete sales within commercial time constraints and deadlines determined by the customer or the organisation.

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

types of international and domestic destination products:

accommodation

activities

airfares

brochured tour packages

cruises

entertainment

entrance to attractions or sites

event management services

food, beverage and catering

functions

incentive tours

inclusive products or optional touring products

meals

meeting or event equipment

speaker services

special event consumable items

special items with customer’s corporate branding

specially tailored itineraries

technical equipment and services

tour guiding services

tours

transfers

transportation

travel insurance

vehicle rental

venue hire

sales techniques:

opening techniques

recognising buying signals

strategies to focus customer on specific products

selling intangible products

selling add-ons and complementary products

overcoming customer objections

closing techniques

ethical and legal commitments relating to the sale of tourism products:

consumer protection

products that breach environmental laws

products that are known to cause negative environmental, cultural or social impacts

products that breach known or advised customer cultural or religious taboos

selling air tickets

those dealing with Australian-based customers, the general characteristics of the main social and cultural groups in Australian society and the key aspects of their cultural and religious protocols and preferences for tourism products

those working in inbound tourism, the general characteristics of the main inbound tourist markets and the key aspects of their cultural and religious protocols and preferences for Australian tourism products

regarding the specific industry sector and organisation:

considerations for selling specific products:

negotiated costs

contractual arrangements

preferred supplier or agent arrangements

primary components of consumer protection laws that relate to selling tourism products and, organisational responsibility for supplying products as described or substituting suitable products

primary components of and actions that must be adhered to by tourism organisations under the Criminal Code Act 1995 for child sex offences outside Australia

inbound tour operators and guides selling and delivering Queensland-based products:

primary components of and actions that must be adhered to by tourism organisations under the Queensland Tourism Services Act 2003

where travel insurance is a product:

primary components of the Financial Services Reform Act 2001 and, organisational responsibility for supplying product disclosure statements and providing accurate information on the provisions of the insurance policy

formats and inclusions used to present information to customers and, styles that cater for those with special needs.

Skills must be demonstrated in a business operation or activity that sells tourism, travel, hospitality or events products. This can be:

an industry workplace

a simulated industry environment set up for the purposes of assessment.

Assessment must ensure access to:

computers and information systems currently used by the tourism, travel, hospitality and event industries to store product-related information

internet

printer

storage for computer data

telephone

specific computerised systems and software programs currently used by tourism, travel, hospitality and events industry operators to:

administer travel documents

control product inventory

control the reservations function for the supply of product

facilitate airfare calculations

prepare quotations

process reservations

process event registrations

store industry-related and product information

computerised reservations systems (CRS) currently used in the tourism industry to administer booking and operational functions, book supplier services and maintain accounting records

customers with whom the individual can interact; these can be:

customers in an industry workplace who are assisted by the individual during the assessment process; or

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

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors; and:

have worked in industry for at least three years where they have applied the skills and knowledge of this unit of competency.

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
Establish rapport with customer to promote goodwill and trust. 
Determine customer needs and preferences, including cultural preferences and expectations. 
Identify appropriate products to meet customer needs and specific information and advice relevant to these products. 
Identify any customer requests which, if met, would breach ethical and legal commitments. 
Use product knowledge to tailor product options to specific customer needs. 
Make any product suggestions according to current promotional focus and organisational preferred product arrangements. 
Make customer aware of additional products that may enhance their request and maximise the sale profitability. 
Source additional information to meet specific customer needs. 
Provide appropriate scope and depth of current and accurate product information and advice, including relevant product conditions, to meet customer needs. 
Suggest alternative products if desired products are unavailable. 
Promptly present all options in a clear format and style. 
Disclose any sales and product coordination fees in a clear and accessible manner. 
Clearly explain and promote product features and benefits. 
Provide additional information to address customer questions and objections. 
Select and use techniques at the appropriate time to close the sale with the customer. 
Identify and act on opportunities to enhance the quality of service to customers. 
Where appropriate, make follow-up contact with customer. 
Provide required after sales service according to organisational procedures. 

Forms

Assessment Cover Sheet

SITTTSL005 - Sell tourism 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:

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Date:


Assessment Record Sheet

SITTTSL005 - Sell tourism 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:

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