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

SIRRMER515 Mapping and Delivery Guide
Manage visual merchandising projects

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency SIRRMER515 - Manage visual merchandising projects
Description This unit describes the performance outcomes, skills and knowledge required to manage visual merchandising projects in the contexts of planned store events or retail exhibitions. It involves project planning to develop visual merchandising project plans and manage projects that include the application of control procedures, and resource and risk management; and the application of team leadership and management strategies. It also covers the successful completion of projects according to client requirements and project plans.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to frontline visual merchandiser supervisors and managers.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Nil
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: Establish the scope and nature of the project.
  • Develop project scope, objectives and budget in consultation with client.
  • Develop a resource strategy for the project according to given budget and timelines.
  • Communicate project scope and objectives to project team.
  • Negotiate and clearly communicate project responsibilities to stakeholders.
  • Plan internal and external communication strategies in conjunction with appropriate colleagues.
  • Agree evaluation methods suitable to the project within the team.
  • Develop overall project management plan, including key project milestones, and communicate to team members.
  • Identify work requirements according to the project brief and project management plan.
       
Element: Organise equipment, supplies and materials.
  • Estimate equipment and material requirements and make available according to project design objectives and budget.
  • Contact external suppliers as required and arrange supply of relevant materials or services.
       
Element: Implement and monitor the project.
  • Implement project management strategies and monitor in conjunction with project team.
  • Implement and monitor financial control systems according to project budget.
  • Provide support and assistance to team members as appropriate.
  • Use sound interpersonal and communication styles to build trust and respect within the project team.
  • Assess and review progress against project objectives and milestones in consultation with project team members.
  • Assess additional resource requirements and take appropriate action within project budget constraints.
  • Provide regular reports on project progress to appropriate colleagues and clients.
       
Element: Evaluate the project.
  • Use agreed evaluation methods to assess project at specified stages.
  • Ensure evaluation takes account of agreed project objectives and priorities and involves appropriate stakeholders.
  • Modify management plan during the project and record modification details to inform future project management.
  • Share information from project evaluation with appropriate colleagues and incorporate into future project planning.
       


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.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

develops visual merchandising management plans

applies control procedures, resource management and risk management

applies team leadership and management strategies

applies project evaluation strategies

completes visual merchandising projects according to client requirements and project plans.

Context of and specific resources for assessment

Assessment must ensure access to:

a real or simulated retail visual merchandising work environment

relevant documentation, such as:

project briefs

project management plans

information on:

products and services

suppliers

new technology.

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:

observation of performance in the workplace

a real or simulated project case study

a portfolio, including a project management plan, project evaluation, and photographs of a completed visual merchandising project managed by the candidate

third-party reports from a supervisor

client feedback

answers to questions about specific skills and knowledge.

Guidance information for assessment

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


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.

Required skills

communication and interpersonal skills to:

ask questions to identify and confirm requirements

contact suppliers and administer, monitor and evaluate the project through clear and direct communication

establish the scope and nature of the project

facilitate safe and efficient work practices

give instructions

share information

use and interpret non-verbal communication

use language and concepts appropriate to cultural differences

literacy and numeracy skills to:

read and interpret client briefs, plans, designs and specifications

make numerical calculations, including time, measurements and quantities

planning and organising skills to coordinate visual merchandising projects

technology skills to apply relevant computer software applications

Required knowledge

key features of human resources management

procedures for:

client management

resource allocation

project evaluation methodologies

project management processes, the project life cycle and the relationship between project stages

safe work practices that apply to visual merchandising projects

suppliers of visual merchandising equipment and materials

types and extents of visual merchandising projects, including internal and external issues to be considered

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 individual, accessibility of the item, and local industry and regional contexts) may also be included.

Projects may include:

exhibitions

general events

major retail promotions

window displays.

Clients may be:

external to the organisation

internal staff.

Resource strategy may include:

budget

human resources

materials and equipment

sponsorship

technology.

Project team may include:

management

other professional or technical staff

staff members

teams.

Project management plan may include:

attachments, such as design plans and elevations, and concept visuals

budget

consultation strategies

internal and external communication processes and channels

key milestones relating to stages, outcomes or reporting requirements

objectives and outcomes

personnel

quality assurance

reporting requirements

risk management and contingency plans

sponsors

stages

timeframes.

Evaluation methods may include:

client evaluation

customer feedback

project team consultation.

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
Develop project scope, objectives and budget in consultation with client. 
Develop a resource strategy for the project according to given budget and timelines. 
Communicate project scope and objectives to project team. 
Negotiate and clearly communicate project responsibilities to stakeholders. 
Plan internal and external communication strategies in conjunction with appropriate colleagues. 
Agree evaluation methods suitable to the project within the team. 
Develop overall project management plan, including key project milestones, and communicate to team members. 
Identify work requirements according to the project brief and project management plan. 
Estimate equipment and material requirements and make available according to project design objectives and budget. 
Contact external suppliers as required and arrange supply of relevant materials or services. 
Implement project management strategies and monitor in conjunction with project team. 
Implement and monitor financial control systems according to project budget. 
Provide support and assistance to team members as appropriate. 
Use sound interpersonal and communication styles to build trust and respect within the project team. 
Assess and review progress against project objectives and milestones in consultation with project team members. 
Assess additional resource requirements and take appropriate action within project budget constraints. 
Provide regular reports on project progress to appropriate colleagues and clients. 
Use agreed evaluation methods to assess project at specified stages. 
Ensure evaluation takes account of agreed project objectives and priorities and involves appropriate stakeholders. 
Modify management plan during the project and record modification details to inform future project management. 
Share information from project evaluation with appropriate colleagues and incorporate into future project planning. 

Forms

Assessment Cover Sheet

SIRRMER515 - Manage visual merchandising projects
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

SIRRMER515 - Manage visual merchandising projects

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: