- CUEFIN03B - Obtain sponsorship
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
CUEFIN03B Mapping and Delivery Guide
Obtain sponsorship
Version 1.0
Issue Date: April 2024
| Qualification | - |
Unit of Competency | CUEFIN03B - Obtain sponsorship |
|---|---|---|---|
| Description | This unit describes the skills and knowledge required to obtain and manage sponsorship for an activity, event or organisation. As such the unit may focus on 'one-off' sponsorship arrangements or ongoing activities within an organisation. The unit requires a sound knowledge of sponsorship opportunities and protocols in a given industry context plus a range of communication, negotiation and management skills. This unit describes the skills and knowledge required to obtain and manage sponsorship for an activity, event or organisation. As such the unit may focus on 'one-off' sponsorship arrangements or ongoing activities within an organisation. The unit requires a sound knowledge of sponsorship opportunities and protocols in a given industry context plus a range of communication, negotiation and management skills. | ||
| Employability Skills | Not applicable. | ||
| Learning Outcomes and Application | Not applicable. | ||
| Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
||
| Prerequisites/co-requisites | Not applicable. | ||
| Competency Field | |||
| Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
|---|---|---|---|---|---|---|---|---|
| Elements of Competency | Performance Criteria | |||||||
| Element: Determine financial requirements and sponsorship opportunities |
| |||||||
| Element: Obtain sponsorship |
| |||||||
| Element: Service sponsors |
| |||||||
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.
Underpinning skills and knowledge
Assessment must include evidence of the following knowledge and skills:
sponsorship protocols in relation to making contact, nature of proposals, involvement of sponsor in activities and reporting expectations in a given industry context
potential sponsorship contacts and sources of finance in commerce and/or government in the relevant industry context
features and formats for sponsorship proposals/packages in the relevant industry context
written communication skills sufficient to develop sponsorship proposals
features of contracts and agreements and how to interpret them
negotiation and communication skills in relation to sponsorship activities
project management skills in relation to managing sponsorship activities.
Linkages to other units
This unit has linkages to a range of other financial, marketing and management units, and combined assessment and/or training with those units would be appropriate, for example:
CUEFIN01B - Develop a budget
CUEFIN02B - Manage a budget
other marketing units
units dealing with development and presentation of business proposals.
Critical aspects of evidence
The following evidence is critical to the judgement of competence in this unit:
development of clear, concise and professional sponsorship proposals
effective communication, presentation and negotiation skills.
Method and context of assessment
The assessment context must provide for:
project or work activities conducted over a period of time that allow the candidate to plan and implement sponsorship for an organisation, activity or event
involvement of and interaction with others to allow the communication and negotiation aspects of the unit to be assessed.
Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:
evaluation of reports detailing sponsorship projects or activities conducted by the candidate
evaluation of reports prepared by the candidate detailing the processes undertaken to obtain and manage sponsorship
case studies and problem solving to assess ability to develop sponsorship approaches to different workplace contexts
review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.
Assessment methods should closely reflect workplace demands and the needs of particular groups (e.g. people with disabilities, and people who may have literacy or numeracy difficulties such as speakers of languages other than English, remote communities and those with interrupted schooling).
Resource requirements
Assessment of this unit requires access to:
current technology for the presentation of sponsorship proposals
activity/event/program/organisation to be sponsored.
Key competencies in this unit
Key competencies are built into all workplace competencies. The table below describes those applicable to this unit. Trainers and assessors should ensure that they are addressed in training and assessment.
Level 1 = Perform
Level 2 = Administer and Manage
Level 3 = Design and Evaluate
Collecting, analysing and organising ideas and information (3)
Researching potential sponsors.
Communicating ideas and information (3)
Negotiating sponsorship.
Planning and organising activities (3)
Co-ordinating the involvement of a sponsor in an activity.
Working with others and in teams (3)
Providing guidance to others working with sponsors.
Solving problems (3)
Liaising with a sponsor when attendance numbers fall short of expectations.
Using mathematical ideas and techniques (2)
Estimating costs of possible sponsorship packages.
Using technology (1)
Using presentation software to present proposals to sponsors.
Underpinning skills and knowledge
Assessment must include evidence of the following knowledge and skills:
sponsorship protocols in relation to making contact, nature of proposals, involvement of sponsor in activities and reporting expectations in a given industry context
potential sponsorship contacts and sources of finance in commerce and/or government in the relevant industry context
features and formats for sponsorship proposals/packages in the relevant industry context
written communication skills sufficient to develop sponsorship proposals
features of contracts and agreements and how to interpret them
negotiation and communication skills in relation to sponsorship activities
project management skills in relation to managing sponsorship activities.
Linkages to other units
This unit has linkages to a range of other financial, marketing and management units, and combined assessment and/or training with those units would be appropriate, for example:
CUEFIN01B - Develop a budget
CUEFIN02B - Manage a budget
other marketing units
units dealing with development and presentation of business proposals.
Critical aspects of evidence
The following evidence is critical to the judgement of competence in this unit:
development of clear, concise and professional sponsorship proposals
effective communication, presentation and negotiation skills.
Method and context of assessment
The assessment context must provide for:
project or work activities conducted over a period of time that allow the candidate to plan and implement sponsorship for an organisation, activity or event
involvement of and interaction with others to allow the communication and negotiation aspects of the unit to be assessed.
Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:
evaluation of reports detailing sponsorship projects or activities conducted by the candidate
evaluation of reports prepared by the candidate detailing the processes undertaken to obtain and manage sponsorship
case studies and problem solving to assess ability to develop sponsorship approaches to different workplace contexts
review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.
Assessment methods should closely reflect workplace demands and the needs of particular groups (e.g. people with disabilities, and people who may have literacy or numeracy difficulties such as speakers of languages other than English, remote communities and those with interrupted schooling).
Resource requirements
Assessment of this unit requires access to:
current technology for the presentation of sponsorship proposals
activity/event/program/organisation to be sponsored.
Key competencies in this unit
Key competencies are built into all workplace competencies. The table below describes those applicable to this unit. Trainers and assessors should ensure that they are addressed in training and assessment.
Level 1 = Perform
Level 2 = Administer and Manage
Level 3 = Design and Evaluate
Collecting, analysing and organising ideas and information (3)
Researching potential sponsors.
Communicating ideas and information (3)
Negotiating sponsorship.
Planning and organising activities (3)
Co-ordinating the involvement of a sponsor in an activity.
Working with others and in teams (3)
Providing guidance to others working with sponsors.
Solving problems (3)
Liaising with a sponsor when attendance numbers fall short of expectations.
Using mathematical ideas and techniques (2)
Estimating costs of possible sponsorship packages.
Using technology (1)
Using presentation software to present proposals to sponsors.
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.
Not applicable.
The following explanations identify how this unit may be applied in different workplaces, sectors and circumstances.
Appropriate colleagues may include:
management
technical or creative specialists
organising committees
boards of management
funding bodies.
Items, activities or events to be sponsored may include:
total productions
physical items
meals
travel
entertainment
social events
exhibitions (permanent or temporary)
ongoing organisation activities.
Potential sponsors may include:
existing sponsors
boards of directors, councils or other governing bodies
new sponsors
government agencies
investors
joint partners, including limited life partners
friends' organisations
community bodies
audiences.
Documentation to be maintained for sponsorship may include:
financial records
activity reports/schedules
attendance figures
contracts.
The following explanations identify how this unit may be applied in different workplaces, sectors and circumstances.
Appropriate colleagues may include:
management
technical or creative specialists
organising committees
boards of management
funding bodies.
Items, activities or events to be sponsored may include:
total productions
physical items
meals
travel
entertainment
social events
exhibitions (permanent or temporary)
ongoing organisation activities.
Potential sponsors may include:
existing sponsors
boards of directors, councils or other governing bodies
new sponsors
government agencies
investors
joint partners, including limited life partners
friends' organisations
community bodies
audiences.
Documentation to be maintained for sponsorship may include:
financial records
activity reports/schedules
attendance figures
contracts.
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 |
|---|---|---|---|
| Identify financial requirements in consultation with appropriate colleagues | |||
| Set sponsorship targets based on financial requirements of activity and estimated income and expenditure | |||
| Identify items, activities or projects to be sponsored based on potential sponsor appeal and the needs of the organisation | |||
| Assess previous methods of securing finance for relevance to the activity | |||
| Identify potential sponsors in accordance with the nature of the activity and/or previous sponsors | |||
| Develop sponsorship proposals in a clear, concise and professional way to include full breakdown of costs and benefits and other relevant sponsor information | |||
| Distribute and/or present sponsorship information in accordance with agreed targets | |||
| Undertake follow-up promotion and negotiation as required | |||
| Conduct meetings to discuss proposals in a professional and business-like manner | |||
| Make written contracts/agreements with the sponsor to include full details of commitments made by both parties | |||
| Organise activities in accordance with sponsorship agreements ensuring all agreements made are honoured | |||
| Provide and request feedback to and from the sponsor | |||
| Monitor and evaluate activities and make adjustments accordingly | |||
| Identify and action opportunities to enhance value of involvement for sponsors and benefits for the organisation | |||
| Maintain accurate and current documentation as required throughout the process | |||
| Undertake follow-up liaison with sponsor |
Forms
Assessment Cover Sheet
CUEFIN03B - Obtain sponsorship
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
CUEFIN03B - Obtain sponsorship
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: