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Evidence Guide: BSBMKG529 - Manage client account

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

 

BSBMKG529 - Manage client account

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

Profile client accounts

  1. Identify and confirm client accounts with senior management
  2. Establish product and brand knowledge and clarify objectives with client
  3. Undertake analysis of client strengths, weakness and expectations for account performance
  4. Confirm communication channels with client
  5. Recognise and incorporate account management requirements within current legislation, regulation and organisational policy
Identify and confirm client accounts with senior management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish product and brand knowledge and clarify objectives with client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake analysis of client strengths, weakness and expectations for account performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm communication channels with client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recognise and incorporate account management requirements within current legislation, regulation and organisational policy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement account management plan

  1. Establish key account performance indicators with client
  2. Identify account events and campaigns over agreed timeframes
  3. Prepare account budgets for approval
  4. Enable adequate resources to meet account management needs
  5. Prepare briefs of requirements for internal departments, staff and external specialists as required
  6. Oversee production of events and campaigns to meet client requirements
Establish key account performance indicators with client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify account events and campaigns over agreed timeframes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare account budgets for approval

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Enable adequate resources to meet account management needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare briefs of requirements for internal departments, staff and external specialists as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Oversee production of events and campaigns to meet client requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Represent accounts

  1. Build trust and respect for the client within the organisation and marketplace
  2. Maintain effective communication channels with client
  3. Seek regular feedback on performance and adjust as necessary
Build trust and respect for the client within the organisation and marketplace

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain effective communication channels with client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek regular feedback on performance and adjust as necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify opportunities for improvement

  1. Undertake account reviews with client and own management
  2. Identify performance against agreed indicators
  3. Recommended revisions to account plan to meet client requirements
  4. Manage client expectations of performance to meet market conditions
Undertake account reviews with client and own management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify performance against agreed indicators

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recommended revisions to account plan to meet client requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage client expectations of performance to meet market conditions

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. Profile client accounts

1.1 Identify and confirm client accounts with senior management

1.2 Establish product and brand knowledge and clarify objectives with client

1.3 Undertake analysis of client strengths, weakness and expectations for account performance

1.4 Confirm communication channels with client

1.5 Recognise and incorporate account management requirements within current legislation, regulation and organisational policy

2.Implement account management plan

2.1 Establish key account performance indicators with client

2.2 Identify account events and campaigns over agreed timeframes

2.3 Prepare account budgets for approval

2.4 Enable adequate resources to meet account management needs

2.5 Prepare briefs of requirements for internal departments, staff and external specialists as required

2.6 Oversee production of events and campaigns to meet client requirements

3. Represent accounts

3.1 Build trust and respect for the client within the organisation and marketplace

3.2 Maintain effective communication channels with client

3.3 Seek regular feedback on performance and adjust as necessary

4. Identify opportunities for improvement

4.1 Undertake account reviews with client and own management

4.2 Identify performance against agreed indicators

4.3 Recommended revisions to account plan to meet client requirements

4.4 Manage client expectations of performance to meet market conditions

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. Profile client accounts

1.1 Identify and confirm client accounts with senior management

1.2 Establish product and brand knowledge and clarify objectives with client

1.3 Undertake analysis of client strengths, weakness and expectations for account performance

1.4 Confirm communication channels with client

1.5 Recognise and incorporate account management requirements within current legislation, regulation and organisational policy

2.Implement account management plan

2.1 Establish key account performance indicators with client

2.2 Identify account events and campaigns over agreed timeframes

2.3 Prepare account budgets for approval

2.4 Enable adequate resources to meet account management needs

2.5 Prepare briefs of requirements for internal departments, staff and external specialists as required

2.6 Oversee production of events and campaigns to meet client requirements

3. Represent accounts

3.1 Build trust and respect for the client within the organisation and marketplace

3.2 Maintain effective communication channels with client

3.3 Seek regular feedback on performance and adjust as necessary

4. Identify opportunities for improvement

4.1 Undertake account reviews with client and own management

4.2 Identify performance against agreed indicators

4.3 Recommended revisions to account plan to meet client requirements

4.4 Manage client expectations of performance to meet market conditions

Evidence of the ability to:

interpret client instructions to establish key performance requirements

undertake a SWOT analysis of client’s marketing communications

establish and maintain effective communications with a client

prepare an account plan and budget over an agreed timescale

prepare client briefs for production and other works or activities.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain client products, brand and strategy in the marketplace

list common industry account management performance indicators

identify contract law as it applies to account management

identify industry trends and characteristics relevant to a client's products and brand.