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Elements and Performance Criteria

  1. Design a campaign
  2. Implement campaign and monitor outcomes
  3. Analyse fulfilment processes
  4. Present campaign results to relevant business units
  5. Prepare campaign cost-benefit analysis

Required Skills

Required skills

analytical skills to analyse workplace information and data and to make observations of workplace tasks and interactions with people their activities equipment environment and systems

communication skills to conduct formal and informal meetings and to communicate with personnel at all levels

consultation and negotiation skills to develop and implement plans and campaigns effectively

financial skills to manage budgetary resources

information technology skills to effectively manage and analyse data

interpersonal skills to establish rapport to build relationships with clients team members and stakeholders to establish relevant networks

leadership skills to gain trust and confidence of colleagues and clients

numeracy skills to analysis data to determine success

presentation skills to develop and present reports or presentations which deal with complex ideas and concepts and to articulate ideas and information effectively

problemsolving skills to create innovative solutions to issues that arise

project management skills to design and implement campaigns within project management guidelines

Required knowledge

business objectives and requirements

campaign design and evaluation principles

competitor activity and productsservices

customer contact technology and databases

legislation regulatory and organisational requirements

operational budget and business planning

organisational communication methods

Evidence Required

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 following is essential

designing implementing controlling monitoring and reviewing a marketing campaign

knowledge of relevant legislation regulatory and organisational requirements

Context of and specific resources for assessment

Assessment must ensure

access to workplace information and data

access to information and databases for analysis activities

access to relevant legislation regulations standards and guidelines

access to stakeholder feedback

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

direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate

review of campaign project plan

review of communication plan

review of documentation of processes and technical requirements

review of campaign reporting

analysis of campaign results against target

review of process improvement plan

oral andor written questioning to assess knowledge of stakeholder feedback

review of analysis and valuation of campaign processes

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

BSBCCOA Develop and maintain a customer contact marketing strategy

BSBCCO605A Develop and maintain a customer contact marketing strategy.


Range Statement

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.

Campaign may include:

courtesy/follow-up calls

data collection

loyalty program

re-contracting

retention offers

sales

value add services

Stakeholders may include:

billing

company for which campaign is being undertaken (under outsourcing arrangements)

credit and collections

executive

own sales and support team

sales and marketing

Relevant legislation and regulatory codes may include:

consumer credit codes

Do Not Call Register

industry specific codes

marketing codes

Privacy Act

Trade Practices Act

Project management tools may include:

application of quality processes

generic management tools

purpose built campaign management tools

risk assessment and management

standard project management practices

Fulfilment processes may include:

after sales support

billing

data entry

despatch of field staff

despatch of necessary documentation and collateral

establishment of new or renewed contract provisioning of new services

supply and delivery of new product

Process improvement analysis may include:

after sales support

analysis of extra calls generated by campaign

analysis of reliability and performance of fulfilment process

customer satisfaction surveying

modifications that can be adopted for future campaigns

overall results against targets

performance and results of individuals and teams

quality of databases and data integrity

review of processes used

sales conversion rate analysis

stakeholder feedback (including team, sales and marketing)