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Evidence Guide: BSBEMS401 - Develop and implement business development strategies to expand client base

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBEMS401 - Develop and implement business development strategies to expand client base

What evidence can you provide to prove your understanding of each of the following citeria?

Develop strategies to identify potential clients

  1. Undertake research to identify potential clients
  2. Develop marketing and promotional plans to target potential clients
  3. Use prospecting methods to target potential clients
  4. Review and evaluate strategies for effectiveness
Undertake research to identify potential clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop marketing and promotional plans to target potential clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use prospecting methods to target potential clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review and evaluate strategies for effectiveness

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Initiate relationships with potential clients

  1. Develop communication strategies to effectively liaise with potential clients
  2. Identify and analyse client business and legislative requirements
  3. Discuss and negotiate client business requirements
  4. Prepare a tender and proposal to meet negotiated client business requirements
  5. Present organisation’s proposal to the client
Develop communication strategies to effectively liaise with potential clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify and analyse client business and legislative requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Discuss and negotiate client business requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare a tender and proposal to meet negotiated client business requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Present organisation’s proposal to the client

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Manage client relationship

  1. Make followup contact with the client
  2. Negotiate business requirements to ensure client satisfaction with the service to be provided
  3. Adapt proposal to client as required
  4. Develop contract with client
Make followup contact with the client

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Negotiate business requirements to ensure client satisfaction with the service to be provided

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Adapt proposal to client as required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop contract with client

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Utilise networks to expand client base

  1. Review and assess established networks for effectiveness in assisting to identify potential clients
  2. Use appropriate communication strategies to utilise networks to identify potential clients
  3. Use networks to identify and build relationships with potential clients
  4. Identify benefits of networks and other relationships in expanding the client base
Review and assess established networks for effectiveness in assisting to identify potential clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use appropriate communication strategies to utilise networks to identify potential clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use networks to identify and build relationships with potential clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify benefits of networks and other relationships in expanding the client base

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1 Develop strategies to identify potential clients

1.1 Undertake research to identify potential clients

1.2 Develop marketing and promotional plans to target potential clients

1.3 Use prospecting methods to target potential clients

1.4 Review and evaluate strategies for effectiveness

2 Initiate relationships with potential clients

2.1 Develop communication strategies to effectively liaise with potential clients

2.2 Identify and analyse client business and legislative requirements

2.3 Discuss and negotiate client business requirements

2.4 Prepare a tender and proposal to meet negotiated client business requirements

2.5 Present organisation’s proposal to the client

3 Manage client relationship

3.1 Make followup contact with the client

3.2 Negotiate business requirements to ensure client satisfaction with the service to be provided

3.3 Adapt proposal to client as required

3.4 Develop contract with client

4 Utilise networks to expand client base

4.1 Review and assess established networks for effectiveness in assisting to identify potential clients

4.2 Use appropriate communication strategies to utilise networks to identify potential clients

4.3 Use networks to identify and build relationships with potential clients

4.4 Identify benefits of networks and other relationships in expanding the client base

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1 Develop strategies to identify potential clients

1.1 Undertake research to identify potential clients

1.2 Develop marketing and promotional plans to target potential clients

1.3 Use prospecting methods to target potential clients

1.4 Review and evaluate strategies for effectiveness

2 Initiate relationships with potential clients

2.1 Develop communication strategies to effectively liaise with potential clients

2.2 Identify and analyse client business and legislative requirements

2.3 Discuss and negotiate client business requirements

2.4 Prepare a tender and proposal to meet negotiated client business requirements

2.5 Present organisation’s proposal to the client

3 Manage client relationship

3.1 Make followup contact with the client

3.2 Negotiate business requirements to ensure client satisfaction with the service to be provided

3.3 Adapt proposal to client as required

3.4 Develop contract with client

4 Utilise networks to expand client base

4.1 Review and assess established networks for effectiveness in assisting to identify potential clients

4.2 Use appropriate communication strategies to utilise networks to identify potential clients

4.3 Use networks to identify and build relationships with potential clients

4.4 Identify benefits of networks and other relationships in expanding the client base