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

SIRRMRM009 Mapping and Delivery Guide
Plan merchandise buying trips

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency SIRRMRM009 - Plan merchandise buying trips
Description
Employability Skills
Learning Outcomes and Application This unit describes the performance outcomes, skills and knowledge required to plan buying trips for the purpose of sourcing new products, materials or suppliers. It requires the ability to develop a buying trip itinerary, plan key activities and identify new product and supply opportunities that meet organisational and consumer needs. This unit applies to senior personnel working in a diverse range of sectors and business contexts. They operate with independence and are responsible for making a range of operational business decisions. 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 retail environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant documentation:

organisational merchandising strategy

buying trip budgets

sources of information relevant to the planning of buying trips.

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

have worked in the retail industry for at least three years where they have applied the skills and knowledge within this unit of competency.
Prerequisites/co-requisites
Competency Field Merchandise 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
Elements of Competency Performance Criteria              
Element: Plan buying trip.
  • Access and review a merchandise strategy to determine buying trip objectives.
  • Obtain buying trip briefs and budgets.
  • Consult with cross-functional teams and seek the input of relevant personnel into buying trip planning.
  • Undertake pre-trip research to identify key buying trip activities and destinations that reflect buying trip objectives.
  • Research local culture, customs and market related to merchandise purchasing and supply, as required.
  • Determine supplier and product information and samples to be sourced during the buying trip.
  • Develop a buying trip itinerary and schedule, and seek required approval.
  • Make required bookings and arrange buying trip resources.
       
Element: Undertake buying trip.
  • Assess products and suppliers that reflect merchandise strategy and buying trip objectives.
  • Determine feasibility and suitability of products and suppliers based on merchandise strategy and budgets.
  • Identify opportunities for new products and suppliers that meet organisational objectives and customer demands.
  • Obtain product and supplier information and acquire any required samples.
       
Element: Report on buying trip.
  • Document outcomes of the buying trip according to organisational requirements.
  • Share trip insights and samples with relevant personnel and gain their feedback.
  • Make recommendations and determine actions to be taken following the buying trip.
  • Evaluate financial and productivity effectiveness of the buying trip.
       


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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Plan buying trip.

1.1. Access and review a merchandise strategy to determine buying trip objectives.

1.2. Obtain buying trip briefs and budgets.

1.3. Consult with cross-functional teams and seek the input of relevant personnel into buying trip planning.

1.4. Undertake pre-trip research to identify key buying trip activities and destinations that reflect buying trip objectives.

1.5. Research local culture, customs and market related to merchandise purchasing and supply, as required.

1.6. Determine supplier and product information and samples to be sourced during the buying trip.

1.7. Develop a buying trip itinerary and schedule, and seek required approval.

1.8. Make required bookings and arrange buying trip resources.

2. Undertake buying trip.

2.1. Assess products and suppliers that reflect merchandise strategy and buying trip objectives.

2.2. Determine feasibility and suitability of products and suppliers based on merchandise strategy and budgets.

2.3. Identify opportunities for new products and suppliers that meet organisational objectives and customer demands.

2.4. Obtain product and supplier information and acquire any required samples.

3. Report on buying trip.

3.1. Document outcomes of the buying trip according to organisational requirements.

3.2. Share trip insights and samples with relevant personnel and gain their feedback.

3.3. Make recommendations and determine actions to be taken following the buying trip.

3.4. Evaluate financial and productivity effectiveness of the buying trip.

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

review a merchandise strategy to identify merchandise needs and document one buying trip plan detailing:

buying trip objectives

key activities and destinations

buying trip budget

buying trip itinerary and schedule

key trip resources and booking requirements

undertake buying trip activities and prepare a buying trip report that details:

product and supplier insights

product and supplier feasibility

product alignment to organisational and customer needs

recommendations for merchandise buying

reflection on cost-effectiveness and productivity of trip.

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

common objectives of merchandise buying trips:

find new suppliers

diversify range

find new products

gain trend insights

sample collection

analyse competitors

place orders

negotiate pricing

evaluate supplier performance

considerations to be made when planning and undertaking buying trips:

transportation and accommodation

local customs and holidays

language and communication

trip budgets

product budgets

travel bookings

appointment scheduling

logistics to transport goods

exchange rates

time efficiencies

critical path

legal and compliance requirements

common buying trip destinations:

supplier factory visits

trade fairs

retail destinations

techniques to determine suitability and feasibility of products and suppliers

formats for preparing buying trip reports.

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

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Plan buying trip.

1.1. Access and review a merchandise strategy to determine buying trip objectives.

1.2. Obtain buying trip briefs and budgets.

1.3. Consult with cross-functional teams and seek the input of relevant personnel into buying trip planning.

1.4. Undertake pre-trip research to identify key buying trip activities and destinations that reflect buying trip objectives.

1.5. Research local culture, customs and market related to merchandise purchasing and supply, as required.

1.6. Determine supplier and product information and samples to be sourced during the buying trip.

1.7. Develop a buying trip itinerary and schedule, and seek required approval.

1.8. Make required bookings and arrange buying trip resources.

2. Undertake buying trip.

2.1. Assess products and suppliers that reflect merchandise strategy and buying trip objectives.

2.2. Determine feasibility and suitability of products and suppliers based on merchandise strategy and budgets.

2.3. Identify opportunities for new products and suppliers that meet organisational objectives and customer demands.

2.4. Obtain product and supplier information and acquire any required samples.

3. Report on buying trip.

3.1. Document outcomes of the buying trip according to organisational requirements.

3.2. Share trip insights and samples with relevant personnel and gain their feedback.

3.3. Make recommendations and determine actions to be taken following the buying trip.

3.4. Evaluate financial and productivity effectiveness of the buying trip.

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
Access and review a merchandise strategy to determine buying trip objectives. 
Obtain buying trip briefs and budgets. 
Consult with cross-functional teams and seek the input of relevant personnel into buying trip planning. 
Undertake pre-trip research to identify key buying trip activities and destinations that reflect buying trip objectives. 
Research local culture, customs and market related to merchandise purchasing and supply, as required. 
Determine supplier and product information and samples to be sourced during the buying trip. 
Develop a buying trip itinerary and schedule, and seek required approval. 
Make required bookings and arrange buying trip resources. 
Assess products and suppliers that reflect merchandise strategy and buying trip objectives. 
Determine feasibility and suitability of products and suppliers based on merchandise strategy and budgets. 
Identify opportunities for new products and suppliers that meet organisational objectives and customer demands. 
Obtain product and supplier information and acquire any required samples. 
Document outcomes of the buying trip according to organisational requirements. 
Share trip insights and samples with relevant personnel and gain their feedback. 
Make recommendations and determine actions to be taken following the buying trip. 
Evaluate financial and productivity effectiveness of the buying trip. 

Forms

Assessment Cover Sheet

SIRRMRM009 - Plan merchandise buying trips
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Assessment Record Sheet

SIRRMRM009 - Plan merchandise buying trips

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