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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Develop and maintain knowledge of products and services
  2. Recommend products and services
  3. Advise on promotional activities

Required Skills

Required skills

literacy skills to read and understand a variety of texts to prepare general information and papers according to target audience and to edit and proofread texts to ensure clarity of meaning and accuracy of grammar and punctuation

technology skills to select and use technology appropriate to a task

communication skills to monitor and advise on customer service strategies

problemsolving skills to deal with customer enquiries or complaints

analytical skills to identify trends and positions of products and services

Required knowledge

key provisions of relevant legislation from all levels of government that may affect aspects of business operations such as

antidiscrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety OHS

organisations products and services

organisational policies and procedures for customer service including handling customer complaints

product and service standards and best practice models

principles and techniques of public relations and product promotion

mechanisms to obtain and analyse customer feedback

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

assessing and reporting on customer satisfaction

identifying commercial characteristics of products and services

knowledge of product and service standards and best practice models

preparing and structuring advice on products and services

researching market availability of products and services

Context of and specific resources for assessment

Assessment must ensure

access to an actual workplace or simulated environment

access to office equipment and resources

examples of promotional strategies

examples of documents relating to customer service standards and policies

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

analysis of responses to case studies and scenarios

assessment of written reports

demonstration of techniques

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

evaluation of promotional activities plans

observation of performance in role plays

observation of presentations

oral or written questioning to assess knowledge of promotional strategies and sources of product information

review of documentation outlining information on products and services

review of products and services recommendations

Guidance information for assessment

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

sales andor customer service units


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.

Industry products and services may include:

competitor products and services

complementary products and services

emerging products and services

historical products and services

organisation's products

specified range of products and services within an organisation's offerings

Authoritative sources may include:

authorised suppliers

industry associations

industry conferences

recognised industry media sources

Product and service documentation may include:

colleagues' knowledge

consumer reports

industry reports

marketing data

operational guidelines

sales figures

Information may include:

competitive features of products or services

cost and production data

distribution processes

innovations

problems with products or services

product trends

sales records (monthly forecasts, targets achieved)

sales trends

Organisational requirements may include:

access and equity principles and practice

confidentiality and security requirements

defined resource parameters

ethical standards

filing and documentation storage processes

goals, objectives, plans, systems and processes

legal and organisational policies, guidelines and requirements

OHS policies, procedures and programs

payment and delivery options

pricing and discount policies

quality and continuous improvement processes and standards

quality assurance and/or procedures manuals

replacement and refund policy and procedures

who is responsible for products or services

Product and service issues may include:

customer delivery

faults

market share data

organisational product knowledge

production down-time

sales figures

Promotional activities may include:

advertisements

client functions

employee functions

media announcements

product launches

web pages

Verifiable customer feedback sources may include:

audit documentation and reports

complaints

customer satisfaction questionnaires

lapsed clients

quality assurance data

returned goods

service calls