Assessor Resource

SITXMPR401
Coordinate production of brochures and marketing materials

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to all industry sectors and all types of marketing materials, both physical and virtual. People working independently with limited supervision undertake this role. Depending on the business context, this could include sales and marketing personnel, managers, and owner-operators of small businesses.

This unit reflects the general skills needed by those involved in sales and marketing activities and does not include the skills required by professional graphic designers or copywriters.

This unit describes the performance outcomes, skills and knowledge required to coordinate the development process for brochures and other marketing materials from a content and production perspective.

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

Prerequisites

Not applicable.

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, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to:

coordinate all aspects of the development process and produce materials within specified deadlines

produce materials that meet stated objectives, provide current and accurate information, and are free of errors

demonstrate knowledge of current production processes, terminology and copyright restrictions.

Context of and specific resources for assessment

Assessment must ensure use of:

a real or simulated product or service for which brochures and marketing materials can be developed

current information and communications technology for the development of content

suppliers, such as graphic designers, print production organisations and copywriters with whom the individual can interact.

Method of assessment

A range of assessment methods should be used to assess the practical skills and knowledge required to coordinate the production of brochures and marketing materials. The following examples are appropriate for this unit:

evaluation of brochures or other physical or virtual marketing materials produced by the individual

written or oral questioning to assess knowledge of coordination and production processes, copyright laws and clearance procedures

review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the individual.

Guidance information for assessment

The assessor should design integrated assessment activities to holistically assess this unit with other units relevant to the industry sector, workplace and job role, for example:

SITXMGT501 Establish and conduct business relationships

SITXMPR404 Coordinate marketing activities.

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.

Required skills

communication skills to collaborate with others on technical, organisational and creative issues

critical thinking skills to evaluate factors that impact on production of marketing materials

literacy skills to:

read and interpret quotations and product conditions

proofread draft materials

create copy or check quality of outsourced copy

research information for inclusion from varied and potentially unfamiliar sources

planning and organising skills to plan and coordinate all aspects of the production process

problem-solving skills to respond to challenges that arise in the production of marketing materials

numeracy skills to:

calculate costs and quantities of materials to be produced

work with numerical concepts of size, shape and layout

work with detailed product costings

technology skills to:

liaise with others about technical production issues

work with current industry marketing technologies.

Required knowledge

objectives of materials and the market for which material is required

physical and virtual media marketing opportunities and factors that impact production of materials in those contexts

current digital print production technologies, processes and terminology

printing and industry conventions in relation to placement of information, page numbering and copyright information

quality indicators in marketing material production, including:

readability

photographic quality

effective use of colour

spacing requirements

creative writing techniques used for the content of brochures and other marketing materials

procedures and requirements for preparation and proofing of material

copyright laws and restrictions that apply to the inclusion of certain content in brochures and other marketing materials

procedures for copyright clearance of restricted materials

trade practices requirements around the need for accuracy of information in marketing materials.

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Brochures and marketing materials may include:

advertising materials

conference programs and registration forms

destination guides

direct mail pieces

display materials

event prospectus

invitations

product brochures

product support manuals

promotional flyers and leaflets.

Factors for consideration during planning may relate to:

accessibility, such as the need to provide materials in alternative formats

availability of information

design issues:

style

size

legal requirements

marketing considerations:

distribution considerations

market for review of competitive materials

objectives

resource constraints:

budget

in-house capability

technology:

digital media opportunities

objectives of the material

sustainability considerations

time parameters.

Information for inclusion may be:

advertisements

logos

maps

photos

special offers or incentives

sponsor messages

supplier information

tariff details.

Accurate and complete specifications include:

conditions of contract

delivery platform

interactivity requirements

layout and style of text

number of colours

number of photographs

production and delivery deadlines

size

total number required

type of paper (for print-based materials).

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
Plan production of brochures and marketing materials according to marketing objectives. 
Evaluate factors that impact nature of materials and the development process, including sustainability considerations. 
Create production plans, including timelines, responsibilities, budget and contingency measures. 
Produce or obtain accurate and complete information for inclusion. 
Present information in a clear format. 
Present information in a culturally appropriate way. 
Provide accurate and complete specifications to quoting organisations within appropriate timeframe. 
Obtain quotations with details of potential variations to cost and conditions that may apply. 
Develop copy using basic creative writing techniques or obtain from relevant source. 
Integrate accurate, practical and operational details. 
Present accurate information about costs and conditions. 
Check copy for accuracy prior to submission for production. 
Liaise with production personnel and monitor schedule. 
Check and correct production work as required. 
Approve artwork according to organisational guidelines. 
Obtain and deliver materials on schedule or action contingency measures. 

Forms

Assessment Cover Sheet

SITXMPR401 - Coordinate production of brochures and marketing materials
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

SITXMPR401 - Coordinate production of brochures and marketing materials

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: