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

SIRXMKT003 Mapping and Delivery Guide
Manage promotional activities

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency SIRXMKT003 - Manage promotional activities
Description
Employability Skills
Learning Outcomes and Application This unit describes the performance outcomes, skills and knowledge required to implement, manage and monitor promotional activities and determine effectiveness of promotional activities. It applies to individuals working in promotions management roles in a diverse range of industry sectors and business contexts. They operate independently with some responsibility for others and decision making, and within established organisational policies and procedures. 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:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

promotional activities

relevant documentation:

sales results for the specified promotional period

promotional brief

organisational policies and procedures for promotional activities

organisational promotional guidelines

relevant commercial law and legislation regarding promotional activities.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Prerequisites/co-requisites
Competency Field Marketing
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: Implement promotional activity.
  • Obtain and review promotional brief from relevant personnel and seek clarification as required.
  • Identify internal and external factors that may impact on success of promotional activities and take opportunities to limit or enhance impact.
  • Develop promotional objectives in consultation with relevant personnel.
  • Review organisational promotional guidelines and arrange required resources.
  • Review competitor promotional activity as required.
  • Share details of the promotion with team members, and assign relevant tasks and responsibilities.
       
Element: Monitor promotional activity.
  • Conduct checks to verify promotional guidelines are being followed.
  • Check promotional items for correct display of information, pricing and labelling as required.
  • Consult with team members and customers to gain feedback on promotional activity and communicate findings to relevant personnel.
       
Element: Review promotional activity.
  • Access and assess sales results for the promotional period.
  • Report on promotional activity results and document impact of the promotional activity on sales results.
       


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. Implement promotional activity.

1.1.Obtain and review promotional brief from relevant personnel and seek clarification as required.

1.2.Identify internal and external factors that may impact on success of promotional activities and take opportunities to limit or enhance impact.

1.3.Develop promotional objectives in consultation with relevant personnel.

1.4.Review organisational promotional guidelines and arrange required resources.

1.5.Review competitor promotional activity as required.

1.6.Share details of the promotion with team members, and assign relevant tasks and responsibilities.

2. Monitor promotional activity.

2.1.Conduct checks to verify promotional guidelines are being followed.

2.2.Check promotional items for correct display of information, pricing and labelling as required.

2.3.Consult with team members and customers to gain feedback on promotional activity and communicate findings to relevant personnel.

3. Review promotional activity.

3.1.Access and assess sales results for the promotional period.

3.2.Report on promotional activity results and document impact of the promotional activity on sales results.

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

access a promotions brief and develop promotion objectives for one of the following promotional activities:

launch of new product or service

promotion of seasonal event

promotion of sales event

coordinate and monitor the above promotional activity across one promotional period

review activities against objectives by:

assessing impact on sales

reporting on promotion activity outcomes and impacts.

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

organisational policies and procedures for promotional activities

commercial law and legislation relevant to promotional activities

organisational promotional guidelines

promotional briefs and their role in marketing activities

techniques for managing and coordinating promotional activities

internal and external factors that impact on success of promotional activities including:

economic

social

technological

environmental

competition

strategies for improving success of retail promotions

promotional planning processes:

setting objectives

allocation of responsibilities

resources

documentation

monitoring systems

methods for measuring the success of promotional activities.


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. Implement promotional activity.

1.1.Obtain and review promotional brief from relevant personnel and seek clarification as required.

1.2.Identify internal and external factors that may impact on success of promotional activities and take opportunities to limit or enhance impact.

1.3.Develop promotional objectives in consultation with relevant personnel.

1.4.Review organisational promotional guidelines and arrange required resources.

1.5.Review competitor promotional activity as required.

1.6.Share details of the promotion with team members, and assign relevant tasks and responsibilities.

2. Monitor promotional activity.

2.1.Conduct checks to verify promotional guidelines are being followed.

2.2.Check promotional items for correct display of information, pricing and labelling as required.

2.3.Consult with team members and customers to gain feedback on promotional activity and communicate findings to relevant personnel.

3. Review promotional activity.

3.1.Access and assess sales results for the promotional period.

3.2.Report on promotional activity results and document impact of the promotional activity on sales results.

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
Obtain and review promotional brief from relevant personnel and seek clarification as required. 
Identify internal and external factors that may impact on success of promotional activities and take opportunities to limit or enhance impact. 
Develop promotional objectives in consultation with relevant personnel. 
Review organisational promotional guidelines and arrange required resources. 
Review competitor promotional activity as required. 
Share details of the promotion with team members, and assign relevant tasks and responsibilities. 
Conduct checks to verify promotional guidelines are being followed. 
Check promotional items for correct display of information, pricing and labelling as required. 
Consult with team members and customers to gain feedback on promotional activity and communicate findings to relevant personnel. 
Access and assess sales results for the promotional period. 
Report on promotional activity results and document impact of the promotional activity on sales results. 

Forms

Assessment Cover Sheet

SIRXMKT003 - Manage promotional activities
Assessment task 1: [title]

Student name:

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I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

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Assessor name:

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Assessment Record Sheet

SIRXMKT003 - Manage promotional activities

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:

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Student signature:

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