- CUEFIN03C - Obtain sponsorship
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
CUEFIN03C Mapping and Delivery Guide
Obtain sponsorship
Version 1.0
Issue Date: April 2024
| Qualification | - |
Unit of Competency | CUEFIN03C - Obtain sponsorship |
|---|---|---|---|
| Description | This unit describes the skills and knowledge required to obtain and manage sponsorship for an activity, event or organisation. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. | ||
| Employability Skills | This unit contains employability skills. | ||
| Learning Outcomes and Application | People in middle to senior management roles in cultural industry organisations or companies apply the skills and knowledge outlined in this unit, which focuses on 'one-off' sponsorship arrangements or ongoing activities within an organisation. People in this role require a sound knowledge of sponsorship opportunities and protocols in a given industry context plus a range of communication, negotiation and management skills.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, e.g.:CUEFIN01C Develop a budgetCUEFIN02C Manage a budgetother marketing unitsunits dealing with development and presentation of business proposals. | ||
| Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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| Prerequisites/co-requisites | |||
| Competency Field | Finance - financial management | ||
| 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 | |
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| Elements of Competency | Performance Criteria | |||||||
| Element: Determine financial requirements and sponsorship opportunities |
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| Element: Obtain sponsorship |
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| Element: Service sponsors |
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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 | 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. |
Context of and specific resources for 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. |
Method of assessment | 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). |
Guidance information for assessment | Assessment of this unit requires access to: current technology for the presentation of sponsorship proposals activity/event/program/organisation to be sponsored. |
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.
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Required skills |
written communication skills sufficient to develop sponsorship proposals familiarity with presentation tools, e.g. software negotiation and communication skills in relation to sponsorship activities project management skills in relation to managing sponsorship activities |
Required knowledge |
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 features of contracts and agreements and how to interpret them |
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. | |
Relevant colleagues may include: | boards of management funding bodies management organising committees technical or creative specialists |
Items, activities or events to be sponsored may include: | entertainment exhibitions (permanent or temporary) meals ongoing organisation activities physical items social events total productions travel |
Potential sponsors may include: | audiences boards of directors, councils or other governing bodies community bodies existing sponsors friends' organisations government agencies investors joint partners, including limited life partners new sponsors |
Documentation to be maintained for sponsorship may include: | activity reports/schedules attendance figures contracts financial records |
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 relevant 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
CUEFIN03C - 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
CUEFIN03C - 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: