Assessor Resource

SITXEBS001
Use social media in a business

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to establish a social media presence in a business. It requires an understanding of the use of social media tools and platforms to enhance customer engagement and market a business.

The unit is relevant to businesses operating in many industry contexts, including the tourism, travel, hospitality, events and other service industry sectors.

It applies to individuals using social media for business at an operational level under limited supervision.

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. Prepare to use social media.

1.1.Review organisational social media requirements and related policies and procedures.

1.2.Identify and confirm availability of resources required to comply with organisational objectives.

1.3.Confirm understanding of terms of use and policies for social media tools and platforms.

2. Prepare content for use on social media.

2.1.Source information and content from internal and external sources.

2.2.Develop content in line with target audience, brand culture and social media plan.

2.3.Source and use campaigns, promotions and community events that align with social media plan.

3. Use social media to enhance customer engagement.

3.1.Adhere to legal and ethical practices for use of social media according to social media plan.

3.2.Track social media activity using monitoring tools.

3.3.Respond to customers in a timely manner and direct them to relevant information as required.

3.4.Respond to negativity and complaints promptly and within scope of own role, using crisis management processes, policies and standard approved responses.

3.5.Identify potential incidents or points of conflict and escalate to relevant personnel as required.

3.6.Identify opportunities to improve individual customer experience.

4. Market and promote a business.

4.1.Curate and post content according to social media plan and content calendar.

4.2.Create opportunities to attract and promote user-generated content.

4.3.Monitor organisational metrics according to social media plan and report to relevant personnel.

4.4.Recommend improvements to marketing and promotion through social media engagement to relevant personnel.

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

identify at least six content items suitable for use on a social media platform, demonstrating use of both internal content development and external content sourcing

use social media tools on at least five occasions to engage with different customers by:

asking questions to determine customer needs

responding to questions and complaints within timelines and according to organisational policy and procedures

referring customers to relevant information as needed

responding to customer reviews and other user-generated content

communicating effectively in writing to a variety of audiences

respond to customers from each of the following different social media customer responder categories, through at least two different social media platforms:

troll

rager

misguided customer

unhappy customer

market and promote a business using social media tools over a period of one month by:

managing a business account on at least one social media platform

following monthly content calendar to pre-plan a variety of content

curating content appropriate to business needs

monitoring and reporting on organisational measurement metrics according to social media plan.

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

key elements of an organisational social media plan

organisational policy and procedures for social media use

types of social media platform, tools and their operation

rules and regulations and terms of use of specific social media platforms:

privacy legislation and confidentiality requirements

spamming

copyright and intellectual property considerations

creative commons

legal and ethical practices for use of social media:

responsible use of platforms and tools

responsible marketing practices

fair competition guidelines

duty of care

bullying and harassment policies

categories of social media responders specified in the performance evidence and how to effectively engage with them

types of crisis issues or conflicts that can arise on social media locally, nationally and internationally

crisis management processes and chain of command

current tools that facilitate social listening/monitoring

current tools for social media scheduling

value of building a community of advocates on a social media platform

importance of consumer reviews and user-generated content

what makes good content for a social media community

sources of information for social media content:

compliments

complaints

images and photos

links to other websites

current trends

internet

how to and where to source photo content from the internet

importance of tone in online communication:

conversation

broadcasting

customer behaviour in relation to social media use

characteristics of a well written blog.

Skills must be demonstrated in a business where use of social media is required. This can be:

an industry workplace

a simulated industry workplace set up for the purpose of skills assessment.

Assessment must ensure use of:

content calendar that lists:

key events

milestones and relevant dates

content for release

files for use in social media:

images

text files

PDFs

audio files

video files

link associated files

organisational social media plan

computer or mobile device with internet access

social media monitoring tools

social media platforms and tools

social media platform and tool policies and terms of use

customers or stakeholders on social media with whom the individual can interact; these can be:

customers or stakeholders 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 operated within a training organisation.

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. Prepare to use social media.

1.1.Review organisational social media requirements and related policies and procedures.

1.2.Identify and confirm availability of resources required to comply with organisational objectives.

1.3.Confirm understanding of terms of use and policies for social media tools and platforms.

2. Prepare content for use on social media.

2.1.Source information and content from internal and external sources.

2.2.Develop content in line with target audience, brand culture and social media plan.

2.3.Source and use campaigns, promotions and community events that align with social media plan.

3. Use social media to enhance customer engagement.

3.1.Adhere to legal and ethical practices for use of social media according to social media plan.

3.2.Track social media activity using monitoring tools.

3.3.Respond to customers in a timely manner and direct them to relevant information as required.

3.4.Respond to negativity and complaints promptly and within scope of own role, using crisis management processes, policies and standard approved responses.

3.5.Identify potential incidents or points of conflict and escalate to relevant personnel as required.

3.6.Identify opportunities to improve individual customer experience.

4. Market and promote a business.

4.1.Curate and post content according to social media plan and content calendar.

4.2.Create opportunities to attract and promote user-generated content.

4.3.Monitor organisational metrics according to social media plan and report to relevant personnel.

4.4.Recommend improvements to marketing and promotion through social media engagement to relevant personnel.

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

identify at least six content items suitable for use on a social media platform, demonstrating use of both internal content development and external content sourcing

use social media tools on at least five occasions to engage with different customers by:

asking questions to determine customer needs

responding to questions and complaints within timelines and according to organisational policy and procedures

referring customers to relevant information as needed

responding to customer reviews and other user-generated content

communicating effectively in writing to a variety of audiences

respond to customers from each of the following different social media customer responder categories, through at least two different social media platforms:

troll

rager

misguided customer

unhappy customer

market and promote a business using social media tools over a period of one month by:

managing a business account on at least one social media platform

following monthly content calendar to pre-plan a variety of content

curating content appropriate to business needs

monitoring and reporting on organisational measurement metrics according to social media plan.

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

key elements of an organisational social media plan

organisational policy and procedures for social media use

types of social media platform, tools and their operation

rules and regulations and terms of use of specific social media platforms:

privacy legislation and confidentiality requirements

spamming

copyright and intellectual property considerations

creative commons

legal and ethical practices for use of social media:

responsible use of platforms and tools

responsible marketing practices

fair competition guidelines

duty of care

bullying and harassment policies

categories of social media responders specified in the performance evidence and how to effectively engage with them

types of crisis issues or conflicts that can arise on social media locally, nationally and internationally

crisis management processes and chain of command

current tools that facilitate social listening/monitoring

current tools for social media scheduling

value of building a community of advocates on a social media platform

importance of consumer reviews and user-generated content

what makes good content for a social media community

sources of information for social media content:

compliments

complaints

images and photos

links to other websites

current trends

internet

how to and where to source photo content from the internet

importance of tone in online communication:

conversation

broadcasting

customer behaviour in relation to social media use

characteristics of a well written blog.

Skills must be demonstrated in a business where use of social media is required. This can be:

an industry workplace

a simulated industry workplace set up for the purpose of skills assessment.

Assessment must ensure use of:

content calendar that lists:

key events

milestones and relevant dates

content for release

files for use in social media:

images

text files

PDFs

audio files

video files

link associated files

organisational social media plan

computer or mobile device with internet access

social media monitoring tools

social media platforms and tools

social media platform and tool policies and terms of use

customers or stakeholders on social media with whom the individual can interact; these can be:

customers or stakeholders 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 operated within a training organisation.

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
Review organisational social media requirements and related policies and procedures. 
Identify and confirm availability of resources required to comply with organisational objectives. 
Confirm understanding of terms of use and policies for social media tools and platforms. 
Source information and content from internal and external sources. 
Develop content in line with target audience, brand culture and social media plan. 
Source and use campaigns, promotions and community events that align with social media plan. 
Adhere to legal and ethical practices for use of social media according to social media plan. 
Track social media activity using monitoring tools. 
Respond to customers in a timely manner and direct them to relevant information as required. 
Respond to negativity and complaints promptly and within scope of own role, using crisis management processes, policies and standard approved responses. 
Identify potential incidents or points of conflict and escalate to relevant personnel as required. 
Identify opportunities to improve individual customer experience. 
Curate and post content according to social media plan and content calendar. 
Create opportunities to attract and promote user-generated content. 
Monitor organisational metrics according to social media plan and report to relevant personnel. 
Recommend improvements to marketing and promotion through social media engagement to relevant personnel. 

Forms

Assessment Cover Sheet

SITXEBS001 - Use social media in a business
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I declare that the assessment tasks submitted for this unit are my own work.

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Assessment Record Sheet

SITXEBS001 - Use social media in a business

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

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