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

SIRXSRM808 Mapping and Delivery Guide
Plan and manage complex retail projects

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency SIRXSRM808 - Plan and manage complex retail projects
Description This unit describes the performance outcomes, skills and knowledge required to identify, plan, control and finalise complex projects within a retail environment.The unit covers the management of projects of significant scope and duration, for example, the development and implementation of major new infrastructure, brands or services.The unit requires the demonstration of project management skills and knowledge with the application of specific retailing understanding.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit of competency supports the needs of senior managers and business owners with significant responsibility for implementing and managing a major and complex project within a retail organisation.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Nil
Competency Field
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 opportunities for project development.
  • Consult with staff, business owners and industry experts to evaluate business opportunities that may identify potential new projects.
  • Review and analyse the organisation’s strategic and business plans to ensure congruence with the potential project.
  • Research best practices and trends within the service industry.
  • Collect and analyse demographic and trend data to provide profiling information about the organisation’s customer base.
  • Collect and analyse industry intelligence into the strengths and weaknesses of competitors.
  • Analyse the strengths, weaknesses, opportunities and threats (SWOT) of the organisation and its environment.
  • Develop a proposal for the project and negotiate authorisation as required in line with standard organisational policies and procedures.
       
Element: Prepare the project plan.
  • Define and document project specifications and terms of reference.
  • Develop a detailed project budget that will enable management of all aspects of the project during implementation.
  • Develop and document timelines, schedules and critical path for the project, taking into consideration contingencies and planning for time slippages.
  • Identify and secure the people with the required skills to contribute to the completion of the project within the required timeframe.
  • Identify, cost and negotiate access to the physical resources required for completion of the project.
  • Identify, cost and negotiate access to subcontractors, consultants and external professionals required for completion of the project.
  • Conduct and document a risk management analysis leading to the development of risk management control plans.
  • Finalise and gain sign-off where required of project plan in line with standard organisational policies and processes.
       
Element: Establish communication and reporting processes.
  • Brief project team members regarding the project, their roles, levels of delegated responsibility and the outcomes to be achieved.
  • Establish two-way communication processes to coordinate work, gather data to monitor project performance, and inform team members of progress.
  • Establish and communicate clear reporting processes for those involved in the project’s implementation.
       
Element: Manage the project.
  • Monitor project progress according to project plan requirements, using appropriate project management tools and methodologies.
  • Support and manage team members to achieve their required targets and key performance indicators, as identified in the project plan.
  • Make amendments, changes and additions to the project plan in light of changing circumstances to ensure project aims and outcomes are met.
  • Monitor, review and adjust resourcing to support the project to reflect changing circumstances.
  • Report overall project progress to senior managers or business owners as required and in line with the project plan.
       
Element: Finalise the project.
  • Document project outcomes and report to senior management or business owners as required, following standard organisational policies and processes.
  • Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services in line with organisational procedures.
  • Debrief project team members and relevant stakeholders about the conduct and outcomes of the project.
  • Prepare a final report analysing the strengths and weaknesses of the project plan and the conduct of the project.
       


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:

applies:

project management skills required for the successful implementation of a complex retail project

planning and management skills to design, resource and schedule a complex retail project

risk-management principles and processes

implements and finalises a project, reflecting the ability to respond to changing and emerging requirements and contingencies.

Context of and specific resources for assessment

Assessment must ensure access to:

a retail work environment

a current range of text and online information sources on:

industry and market intelligence

relevant best practice and trends

industry consultants and external professionals

a project team

project management tools

business owners or senior management.

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 role play

answers to questions about specific skills and knowledge

review of portfolios of evidence and third-party workplace reports of on-the-job performance.

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:

consult stakeholders

negotiate resources required for project implementation

literacy and numeracy skills to:

prepare complex business analyses and reports

research best practice in the retail industry

to set budgets and manage financials

planning and organising skills to:

conduct risk-management planning

manage staff

plan and manage complex projects

problem-solving and analytical skills to:

analyse retail industry market intelligence

evaluate business opportunities for new projects

exercise judgement and decision making in selecting projects and implementation strategies

technology skills to use computer software functions, including project management software

Required knowledge

budgets and financial planning and monitoring

concepts of risk management planning and processes

current and emerging trends in the retail industry

tools and models of project management

reporting mechanisms

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.

Projectto be undertaken can be wide-ranging in nature, of relevance to the organisation, and may include:

adding a new retail location

changing manufacturer or supplier

establishing new business

introducing major new technology to support business operations

relocating retail premises

re-orientating retail focus, customer base and goods or services.

Best practices and trendsmay include:

emerging or changed use of technologies, including:

e-retailing

radio frequency identification devices (RFIDs)

self-service checkout

social networking media as a marketing and sales channel

company structures, including trends towards:

changed ownerships

merged or diversified organisations

multi-service organisations

new or changing levels and ranges of services and products, including:

blurring of product categories (e.g. bookshops with cafes)

brand extension

customisation of products and services

generationally targeted products (e.g. for the over 50s)

polarisation of cost of goods (focus on high end and discount).

Industry intelligencemay include:

data available from industry associations

information gained through industry networks

market research, including mystery shopping

published reports on industry composition

search of publicly available annual reports for listed companies

search of publicly available business records.

Specifications and terms of reference may include:

definition of the project aims

description of the outcomes to be achieved using, wherever possible, the nomination of clear metrics

description of all stakeholders

description of project parameters, including:

scope of operations

flexibilities involved

identification of the budget

specification of the timescale

specification of the communication strategy to be used.

Physical resourcesmay include:

computer facilities

delivery vehicles

fittings and fixtures

office premises

retail premises

warehouses.

Subcontractors, consultants and external professionals may include:

accountants

lawyers

marketing experts

real estate consultants

retail specialist advisers

store fit-out experts.

Risk management control plansare developed using a structured process that may include:

identifying hazards

analysing consequences, such as potential injury, property damage, etc.

assessing risk, including probability, frequency and severity of injury or loss

determining appropriate action, including methods of removing or reducing risk

implementing controls, including:

redesign

removal

new methods

audit

evaluating control measures

recording risk-management measures

setting regular risk-management review dates.

Project management tools typically will be computer-based and may:

be in-house or proprietary software

incorporate the use of Gantt or PERT charts

incorporate scheduling and reporting templates

use critical path analysis.

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 staff, business owners and industry experts to evaluate business opportunities that may identify potential new projects. 
Review and analyse the organisation’s strategic and business plans to ensure congruence with the potential project. 
Research best practices and trends within the service industry. 
Collect and analyse demographic and trend data to provide profiling information about the organisation’s customer base. 
Collect and analyse industry intelligence into the strengths and weaknesses of competitors. 
Analyse the strengths, weaknesses, opportunities and threats (SWOT) of the organisation and its environment. 
Develop a proposal for the project and negotiate authorisation as required in line with standard organisational policies and procedures. 
Define and document project specifications and terms of reference. 
Develop a detailed project budget that will enable management of all aspects of the project during implementation. 
Develop and document timelines, schedules and critical path for the project, taking into consideration contingencies and planning for time slippages. 
Identify and secure the people with the required skills to contribute to the completion of the project within the required timeframe. 
Identify, cost and negotiate access to the physical resources required for completion of the project. 
Identify, cost and negotiate access to subcontractors, consultants and external professionals required for completion of the project. 
Conduct and document a risk management analysis leading to the development of risk management control plans. 
Finalise and gain sign-off where required of project plan in line with standard organisational policies and processes. 
Brief project team members regarding the project, their roles, levels of delegated responsibility and the outcomes to be achieved. 
Establish two-way communication processes to coordinate work, gather data to monitor project performance, and inform team members of progress. 
Establish and communicate clear reporting processes for those involved in the project’s implementation. 
Monitor project progress according to project plan requirements, using appropriate project management tools and methodologies. 
Support and manage team members to achieve their required targets and key performance indicators, as identified in the project plan. 
Make amendments, changes and additions to the project plan in light of changing circumstances to ensure project aims and outcomes are met. 
Monitor, review and adjust resourcing to support the project to reflect changing circumstances. 
Report overall project progress to senior managers or business owners as required and in line with the project plan. 
Document project outcomes and report to senior management or business owners as required, following standard organisational policies and processes. 
Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services in line with organisational procedures. 
Debrief project team members and relevant stakeholders about the conduct and outcomes of the project. 
Prepare a final report analysing the strengths and weaknesses of the project plan and the conduct of the project. 

Forms

Assessment Cover Sheet

SIRXSRM808 - Plan and manage complex retail projects
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Assessment Record Sheet

SIRXSRM808 - Plan and manage complex retail projects

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Assessment task 1: [title] Result: Competent Not yet competent

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Overall assessment result: Competent Not yet competent

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