Assessor Resource

SITXMPR404
Coordinate marketing activities

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to all industry sectors, and to individuals who take responsibility for coordinating marketing activities within the parameters of an established marketing strategy. People working independently with limited supervision undertake this role. This could include marketing coordinators or managers and owner-operators of small businesses.

This unit describes the performance outcomes, skills and knowledge required to plan and coordinate a range of marketing and promotional activities at an operational level. The unit incorporates knowledge of marketing principles.

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:

plan and coordinate multiple and different marketing activities for an operation, product or service

integrate knowledge of the relevant industry, including structure and interrelationships, industry networks, information sources, and distribution and marketing networks

integrate knowledge of the types of marketing activities used in the relevant industry sector and major industry promotional events

demonstrate knowledge of marketing principles and their application to practical workplace activities.

Context of and specific resources for assessment

Assessment must ensure use of:

real or simulated products or services for which the individual can conduct marketing activities

current information and communications technology used by industry for marketing activities

marketing plans and operational marketing documents, such as action plans and marketing reports.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

evaluation of marketing activities planned and conducted by the individual, including reports on lessons to be learned for future activities

evaluation of critiques prepared by the individual about industry marketing activities

use of case studies to assess the application of marketing knowledge to different industry situations

written or oral questioning to assess knowledge of marketing principles, structure of the industry, industry interrelationships, distribution networks and legal compliance issues

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:

SITXMPR403 Plan and implement sales 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 establish and conduct positive business relationships

critical thinking skills to evaluate the potential of different marketing activities

initiative and enterprise skills to proactively identify and respond to new opportunities

literacy skills to:

interpret market trend information and marketing plans

develop detailed action plans for marketing activities

prepare media releases and marketing reports

numeracy skills to work within marketing budgets

planning and organising skills to coordinate diverse and unpredictable operational details

problem-solving skills to proactively identify and respond to potentially complex implementation challenges

self-management skills to take responsibility for the quality and outcomes of marketing activities

technology skills to work with current web based marketing technologies.

Required knowledge

content and structure of marketing plans

key marketing principles, including the marketing management process and the four Ps - product, place, price and promotion

industry structure and interrelationships, industry networks and information sources

industry and market knowledge appropriate to the sector and organisation, including:

distribution and marketing networks, especially those that support the product or service being promoted, including ebusiness options and major promotional events

commission structures

current customer and market trends and preferences

features, benefits and practical application of marketing activities commonly used in the service industries, including:

advertising

familiarisations

inhouse promotions

public relations

social media

trade and consumer shows

signage and display

legal issues that impact on the marketing of products and services, including consumer protection provisions

ethical considerations for marketing activities, including:

appropriate use of images and text

protection of children

targeting of particular groups in the community

sustainability considerations for marketing activities, including:

reducing waste of printed materials

sustainability as a marketing tool.

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.

Marketing activities may include:

advertising

display and signage

events

familiarisations:

media

trade

industry and public relations activities

market research

product development within scope of individual responsibility

webbased and social media activities.

Information to be incorporated into the planning process may include:

competitive activity

financial statistics

marketing reports

marketplace trends

sales reports.

Legal, ethical and sustainability issuesmay relate to:

consumer law and trade practices

work health and safety obligations

resource conservation

targeting of particular groups

ways of presenting information.

Potential and suitabilityof promotional activities may relate to:

consistency with overall marketing direction

exposure to be achieved

matching of attendees to target markets

resource considerations:

financial

human

timing of the activity or event.

Operational details may include:

administrative and procedural requirements

availability of promotional materials

available technology

contracting of other services, such as display

equipment requirements

need for external assistance

potential for cooperative approaches

public relations implications

staffing requirements and briefings

strategies to ensure maximum benefits

travel arrangements.

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 marketing activities according to marketing plan or other organisational systems. 
Identify, analyse and incorporate relevant market information and legal, ethical and sustainability issues into short term planning. 
Confirm target markets and marketing medium. 
Evaluate potential and suitability of marketing opportunities that arise. 
Proactively seek and evaluate innovative marketing opportunities, including use of new technologies and media. 
Develop and implement action plans to address operational details. 
Establish and conduct positive relationships with industry and media colleagues. 
Use networks to support marketing activities. 
Develop public relations resources as required, including media releases and industry or media support materials. 
Review activities according to agreed evaluation methods and incorporate results into future planning. 
Prepare reports according to organisational policy and required timeframes. 
Present current and clear market intelligence to inform sales and marketing planning. 

Forms

Assessment Cover Sheet

SITXMPR404 - Coordinate marketing activities
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

SITXMPR404 - Coordinate marketing activities

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: