Obtain sponsorship Evidence Guide

NTISthis.com

Evidence Guide: CUEFIN03B - Obtain sponsorship

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

CUEFIN03B - Obtain sponsorship

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

Determine financial requirements and sponsorship opportunities

Identify financial requirements in consultation with appropriate colleagues
Set sponsorship targets based on financial requirements of activity and estimated income and expenditure
Identify items, activities or projects to be sponsored based on potential sponsor appeal and the needs of the organisation
Assess previous methods of securing finance for relevance to the activity
Identify potential sponsors in accordance with the nature of the activity and/or previous sponsors

Identify financial requirements in consultation with appropriate colleagues

Completed
Date:

Teacher:

Evidence:

Set sponsorship targets based on financial requirements of activity and estimated income and expenditure

Completed
Date:

Teacher:

Evidence:

Identify items, activities or projects to be sponsored based on potential sponsor appeal and the needs of the organisation

Completed
Date:

Teacher:

Evidence:

Assess previous methods of securing finance for relevance to the activity

Completed
Date:

Teacher:

Evidence:

Identify potential sponsors in accordance with the nature of the activity and/or previous sponsors

Completed
Date:

Teacher:

Evidence:

Obtain sponsorship

Develop sponsorship proposals in a clear, concise and professional way to include full breakdown of costs and benefits and other relevant sponsor information
Distribute and/or present sponsorship information in accordance with agreed targets
Undertake follow-up promotion and negotiation as required
Conduct meetings to discuss proposals in a professional and business-like manner
Make written contracts/agreements with the sponsor to include full details of commitments made by both parties

Develop sponsorship proposals in a clear, concise and professional way to include full breakdown of costs and benefits and other relevant sponsor information

Completed
Date:

Teacher:

Evidence:

Distribute and/or present sponsorship information in accordance with agreed targets

Completed
Date:

Teacher:

Evidence:

Undertake follow-up promotion and negotiation as required

Completed
Date:

Teacher:

Evidence:

Conduct meetings to discuss proposals in a professional and business-like manner

Completed
Date:

Teacher:

Evidence:

Make written contracts/agreements with the sponsor to include full details of commitments made by both parties

Completed
Date:

Teacher:

Evidence:

Service sponsors

Organise activities in accordance with sponsorship agreements ensuring all agreements made are honoured
Provide and request feedback to and from the sponsor
Monitor and evaluate activities and make adjustments accordingly
Identify and action opportunities to enhance value of involvement for sponsors and benefits for the organisation
Maintain accurate and current documentation as required throughout the process
Undertake follow-up liaison with sponsor

Organise activities in accordance with sponsorship agreements ensuring all agreements made are honoured

Completed
Date:

Teacher:

Evidence:

Provide and request feedback to and from the sponsor

Completed
Date:

Teacher:

Evidence:

Monitor and evaluate activities and make adjustments accordingly

Completed
Date:

Teacher:

Evidence:

Identify and action opportunities to enhance value of involvement for sponsors and benefits for the organisation

Completed
Date:

Teacher:

Evidence:

Maintain accurate and current documentation as required throughout the process

Completed
Date:

Teacher:

Evidence:

Undertake follow-up liaison with sponsor

Completed
Date:

Teacher:

Evidence:

Assessed

Teacher: ___________________________ Date: _

Signature: ________________________________________________

Comments:

Instructions to Assessors

Evidence Guide

Underpinning skills and knowledge

Assessment must include evidence of the following knowledge and skills:

sponsorship protocols in relation to making contact, nature of proposals, involvement of sponsor in activities and reporting expectations in a given industry context

potential sponsorship contacts and sources of finance in commerce and/or government in the relevant industry context

features and formats for sponsorship proposals/packages in the relevant industry context

written communication skills sufficient to develop sponsorship proposals

features of contracts and agreements and how to interpret them

negotiation and communication skills in relation to sponsorship activities

project management skills in relation to managing sponsorship activities.

Linkages to other units

This unit has linkages to a range of other financial, marketing and management units, and combined assessment and/or training with those units would be appropriate, for example:

CUEFIN01B - Develop a budget

CUEFIN02B - Manage a budget

other marketing units

units dealing with development and presentation of business proposals.

Critical aspects of evidence

The following evidence is critical to the judgement of competence in this unit:

development of clear, concise and professional sponsorship proposals

effective communication, presentation and negotiation skills.

Method and context of assessment

The assessment context must provide for:

project or work activities conducted over a period of time that allow the candidate to plan and implement sponsorship for an organisation, activity or event

involvement of and interaction with others to allow the communication and negotiation aspects of the unit to be assessed.

Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:

evaluation of reports detailing sponsorship projects or activities conducted by the candidate

evaluation of reports prepared by the candidate detailing the processes undertaken to obtain and manage sponsorship

case studies and problem solving to assess ability to develop sponsorship approaches to different workplace contexts

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

Assessment methods should closely reflect workplace demands and the needs of particular groups (e.g. people with disabilities, and people who may have literacy or numeracy difficulties such as speakers of languages other than English, remote communities and those with interrupted schooling).

Resource requirements

Assessment of this unit requires access to:

current technology for the presentation of sponsorship proposals

activity/event/program/organisation to be sponsored.

Key competencies in this unit

Key competencies are built into all workplace competencies. The table below describes those applicable to this unit. Trainers and assessors should ensure that they are addressed in training and assessment.

Level 1 = Perform

Level 2 = Administer and Manage

Level 3 = Design and Evaluate

Collecting, analysing and organising ideas and information (3)

Researching potential sponsors.

Communicating ideas and information (3)

Negotiating sponsorship.

Planning and organising activities (3)

Co-ordinating the involvement of a sponsor in an activity.

Working with others and in teams (3)

Providing guidance to others working with sponsors.

Solving problems (3)

Liaising with a sponsor when attendance numbers fall short of expectations.

Using mathematical ideas and techniques (2)

Estimating costs of possible sponsorship packages.

Using technology (1)

Using presentation software to present proposals to sponsors.