Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

SIRRMER012 Mapping and Delivery Guide
Develop retail space and product management plans

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency SIRRMER012 - Develop retail space and product management plans
Description
Employability Skills
Learning Outcomes and Application This unit describes the performance outcomes, skills and knowledge required to develop retail space and product management plans. It requires the ability to review the productivity of space and product performance to define product placement strategies and layouts that achieve commercial business objectives. This unit applies to visual merchandisers and stylists working in a diverse range of sectors and business contexts. They operate with independence, under limited supervision of others, and within established organisational policies and procedures. They may have responsibility for making a range of creative and operational decisions within the scope of their job role. No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Skills must be demonstrated in a service industries environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

store designs and dimensional data

organisational style guidelines related to space and product management

digital design software.

Assessors must satisfy the Standards for Registered Training Organisations' requirements for assessors, and:

have worked in a job role for at least two years where they have applied the skills and knowledge within this unit of competency.
Prerequisites/co-requisites
Competency Field Merchandising
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: Identify space and product management requirements.
  • Consult with relevant personnel to identify organisational space and product management requirements.
  • Access and review organisational standards and guidelines for space and product management.
  • Research trends in retail space and product management to inform planning.
  • Identify and assess factors impacting space and product management planning.
       
Element: Develop space management plan.
  • Access and review store design plans and dimensional data to determine store features and constraints.
  • Plan optimal store layout and fixture space.
  • Identify opportunities to optimise use of space and create efficiencies in customer traffic flow.
  • Identify opportunities to enhance customer experience and commercial profitability through space management.
  • Identify potential commercial and customer experience challenges and undertake planning to minimise impact.
  • Document an accurate, to-scale, space management plan using digital design software.
  • Ensure space management plan complies with regulatory and work, health and safety requirements.
       
Element: Develop a store product management plan.
  • Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan.
  • Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise.
  • Consider product category adjacencies and grouping according to features, price, size and type.
  • Identify constraints and opportunities impacting management planning.
       
Element: Communicate the space and product management plan.
  • Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout.
  • Present space and product management plan to relevant personnel and make any required adjustments.
  • Gain approval for space and product management plans.
  • Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements.
       


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.

ELEMENTS

PERFORMANCECRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify space and product management requirements.

1.1. Consult with relevant personnel to identify organisational space and product management requirements.

1.2. Access and review organisational standards and guidelines for space and product management.

1.3. Research trends in retail space and product management to inform planning.

1.4. Identify and assess factors impacting space and product management planning.

2. Develop space management plan.

2.1. Access and review store design plans and dimensional data to determine store features and constraints.

2.2. Plan optimal store layout and fixture space.

2.3. Identify opportunities to optimise use of space and create efficiencies in customer traffic flow.

2.4. Identify opportunities to enhance customer experience and commercial profitability through space management.

2.5. Identify potential commercial and customer experience challenges and undertake planning to minimise impact.

2.6. Document an accurate, to-scale, space management plan using digital design software.

2.7. Ensure space management plan complies with regulatory and work, health and safety requirements.

3. Develop a store product management plan.

3.1. Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan.

3.2. Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise.

3.3. Consider product category adjacencies and grouping according to features, price, size and type.

3.4. Identify constraints and opportunities impacting management planning.

4. Communicate the space and product management plan.

4.1. Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout.

4.2. Present space and product management plan to relevant personnel and make any required adjustments.

4.3. Gain approval for space and product management plans.

4.4. Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

develop a space and product management plan for one retail space that reflects organisational product and space management requirements and style guidelines

develop a to-scale space plan using digital software, detailing:

floor plan

fixture elevations and product placement as planogram

category layouts and flow between categories

promotional zones

number of product facings

develop an action plan for the implementation of space and product management plans.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

role of space and product management planning

key inclusions in space and product management plans

design principles as related to space and product management

types of store layouts and fixture configurations

techniques for:

product performance analysis

space calculations

planogramming

relationship between inventory, customer profiling and space management

provisions relating to the design of store plans and floor layouts

digital design software available for space and product management planning and key features.

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.

ELEMENTS

PERFORMANCECRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify space and product management requirements.

1.1. Consult with relevant personnel to identify organisational space and product management requirements.

1.2. Access and review organisational standards and guidelines for space and product management.

1.3. Research trends in retail space and product management to inform planning.

1.4. Identify and assess factors impacting space and product management planning.

2. Develop space management plan.

2.1. Access and review store design plans and dimensional data to determine store features and constraints.

2.2. Plan optimal store layout and fixture space.

2.3. Identify opportunities to optimise use of space and create efficiencies in customer traffic flow.

2.4. Identify opportunities to enhance customer experience and commercial profitability through space management.

2.5. Identify potential commercial and customer experience challenges and undertake planning to minimise impact.

2.6. Document an accurate, to-scale, space management plan using digital design software.

2.7. Ensure space management plan complies with regulatory and work, health and safety requirements.

3. Develop a store product management plan.

3.1. Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan.

3.2. Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise.

3.3. Consider product category adjacencies and grouping according to features, price, size and type.

3.4. Identify constraints and opportunities impacting management planning.

4. Communicate the space and product management plan.

4.1. Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout.

4.2. Present space and product management plan to relevant personnel and make any required adjustments.

4.3. Gain approval for space and product management plans.

4.4. Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements.

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
Consult with relevant personnel to identify organisational space and product management requirements. 
Access and review organisational standards and guidelines for space and product management. 
Research trends in retail space and product management to inform planning. 
Identify and assess factors impacting space and product management planning. 
Access and review store design plans and dimensional data to determine store features and constraints. 
Plan optimal store layout and fixture space. 
Identify opportunities to optimise use of space and create efficiencies in customer traffic flow. 
Identify opportunities to enhance customer experience and commercial profitability through space management. 
Identify potential commercial and customer experience challenges and undertake planning to minimise impact. 
Document an accurate, to-scale, space management plan using digital design software. 
Ensure space management plan complies with regulatory and work, health and safety requirements. 
Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan. 
Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise. 
Consider product category adjacencies and grouping according to features, price, size and type. 
Identify constraints and opportunities impacting management planning. 
Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout. 
Present space and product management plan to relevant personnel and make any required adjustments. 
Gain approval for space and product management plans. 
Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements. 

Forms

Assessment Cover Sheet

SIRRMER012 - Develop retail space and product management plans
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SIRRMER012 - Develop retail space and product management plans

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