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Evidence Guide: CUEFIN03C - 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

 

CUEFIN03C - Obtain sponsorship

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

Determine financial requirements and sponsorship opportunities

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

  1. Develop sponsorship proposals in a clear, concise and professional way to include full breakdown of costs and benefits and other relevant sponsor information
  2. Distribute and/or present sponsorship information in accordance with agreed targets
  3. Undertake follow-up promotion and negotiation as required
  4. Conduct meetings to discuss proposals in a professional and business-like manner
  5. 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

  1. Organise activities in accordance with sponsorship agreements ensuring all agreements made are honoured
  2. Provide and request feedback to and from the sponsor
  3. Monitor and evaluate activities and make adjustments accordingly
  4. Identify and action opportunities to enhance value of involvement for sponsors and benefits for the organisation
  5. Maintain accurate and current documentation as required throughout the process
  6. 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

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.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

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.

Context of and specific resources for 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.

Method of assessment

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).

Guidance information for assessment

Assessment of this unit requires access to:

current technology for the presentation of sponsorship proposals

activity/event/program/organisation to be sponsored.

Required Skills and Knowledge

Required skills

written communication skills sufficient to develop sponsorship proposals

familiarity with presentation tools, e.g. software

negotiation and communication skills in relation to sponsorship activities

project management skills in relation to managing sponsorship activities

Required knowledge

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

features of contracts and agreements and how to interpret them

Range Statement

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 candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Relevant colleagues may include:

boards of management

funding bodies

management

organising committees

technical or creative specialists

Items, activities or events to be sponsored may include:

entertainment

exhibitions (permanent or temporary)

meals

ongoing organisation activities

physical items

social events

total productions

travel

Potential sponsors may include:

audiences

boards of directors, councils or other governing bodies

community bodies

existing sponsors

friends' organisations

government agencies

investors

joint partners, including limited life partners

new sponsors

Documentation to be maintained for sponsorship may include:

activity reports/schedules

attendance figures

contracts

financial records