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Evidence Guide: CUEMAR03B - Undertake marketing activities

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!

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CUEMAR03B - Undertake marketing activities

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

Plan and organise marketing and promotional activities

  1. Plan and schedule activities in accordance with the marketing plan or other organisational systems
  2. Identify, analyse and incorporate relevant market information into short term planning
  3. Develop and implement detailed action plans for promotional activities at the appropriate time to address all operational details
Plan and schedule activities in accordance with the marketing plan or other organisational systems

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify, analyse and incorporate relevant market information into short term planning

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and implement detailed action plans for promotional activities at the appropriate time to address all operational details

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Undertake a general public relations role

  1. Establish and conduct relationships with industry and media colleagues in a manner that enhances the positive image of the organisation
  2. Use networks to assist in the implementation of promotional activities
  3. Develop promotional resources in appropriate formats where required, ensuring accessibility for customer colleagues with special needs
Establish and conduct relationships with industry and media colleagues in a manner that enhances the positive image of the organisation

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use networks to assist in the implementation of promotional activities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop promotional resources in appropriate formats where required, ensuring accessibility for customer colleagues with special needs

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review and report on promotional activities

  1. Prepare reports in accordance with the organisation's marketing policy and required timeframes
  2. Present market intelligence in a manner which provides clear and concise information to those responsible for sales and marketing planning
  3. Make informal reports to relevant colleagues to maximise opportunity to meet team targets
  4. Review all activities in accordance with agreed evaluation methods, and incorporate results into future planning
  5. Agree to evaluation processes through consultation and negotiation
Prepare reports in accordance with the organisation's marketing policy and required timeframes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Present market intelligence in a manner which provides clear and concise information to those responsible for sales and marketing planning

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make informal reports to relevant colleagues to maximise opportunity to meet team targets

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review all activities in accordance with agreed evaluation methods, and incorporate results into future planning

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Agree to evaluation processes through consultation and negotiation

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:

key marketing principles

in-depth knowledge of organisation's products/services

industry and market knowledge, including customer trends and preferences, and industry marketing and sales networks, including e-business options

knowledge of sales and marketing principles and ability to interpret a marketing plan

general knowledge of a range of promotional activities and accessibility issues that need to be considered, e.g. layout of materials to assist the visually-impaired

legal issues that impact on the planning and organisation of marketing activities

planning and organisational skills in relation to marketing activities

report writing skills for the development of marketing reports.

Linkages to other units

This unit has linkages to a range of other units and combined assessment and or training with those units may be appropriate, for example:

CUEMAR02B - Undertake market research.

Critical aspects of evidence

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

co-ordinating and organising a number of marketing or promotional activities

logical and thorough activity planning, including development of supporting organisational systems

knowledge of marketing principles and their application to practical workplace contexts.

Method and context of assessment

The assessment context must provide for:

practical demonstration of skills through the planning and organisation of marketing activities for a specific project/event

interaction with others to reflect the consultative aspects of the unit

assessment conducted over a period of time so that all aspects of the unit can be assessed, e.g. the planning and conduct of activities.

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

evaluation of marketing activities planned and conducted by the candidate

evaluation of marketing reports prepared by the candidate, detailing the way in which an activity was planned and conducted

case studies to assess ability to apply methodologies to different situations

oral or written questioning to assess knowledge of marketing principles

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:

resources for the conduct of marketing activities.

Key competencies in this unit

Key competencies are built in to all workplace competencies. The following table 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)

Assessing the nature of the target audience for a particular activity.

Communicating ideas and information (2)

Creating a briefing document for colleagues on a specific marketing activity.

Planning and organising activities (2)

Organising a promotional event.

Working with others and in teams (2)

Liaising with co-operative partners.

Solving problems (2)

Developing a solution to address a situation where poor planning has created scheduling problems.

Using mathematical ideas and techniques (1)

Calculating costs of a particular activity.

Using technology (1)

Using Excel to produce sales results charts for a presentation.

Underpinning skills and knowledge

Assessment must include evidence of the following knowledge and skills:

key marketing principles

in-depth knowledge of organisation's products/services

industry and market knowledge, including customer trends and preferences, and industry marketing and sales networks, including e-business options

knowledge of sales and marketing principles and ability to interpret a marketing plan

general knowledge of a range of promotional activities and accessibility issues that need to be considered, e.g. layout of materials to assist the visually-impaired

legal issues that impact on the planning and organisation of marketing activities

planning and organisational skills in relation to marketing activities

report writing skills for the development of marketing reports.

Linkages to other units

This unit has linkages to a range of other units and combined assessment and or training with those units may be appropriate, for example:

CUEMAR02B - Undertake market research.

Critical aspects of evidence

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

co-ordinating and organising a number of marketing or promotional activities

logical and thorough activity planning, including development of supporting organisational systems

knowledge of marketing principles and their application to practical workplace contexts.

Method and context of assessment

The assessment context must provide for:

practical demonstration of skills through the planning and organisation of marketing activities for a specific project/event

interaction with others to reflect the consultative aspects of the unit

assessment conducted over a period of time so that all aspects of the unit can be assessed, e.g. the planning and conduct of activities.

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

evaluation of marketing activities planned and conducted by the candidate

evaluation of marketing reports prepared by the candidate, detailing the way in which an activity was planned and conducted

case studies to assess ability to apply methodologies to different situations

oral or written questioning to assess knowledge of marketing principles

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:

resources for the conduct of marketing activities.

Key competencies in this unit

Key competencies are built in to all workplace competencies. The following table 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)

Assessing the nature of the target audience for a particular activity.

Communicating ideas and information (2)

Creating a briefing document for colleagues on a specific marketing activity.

Planning and organising activities (2)

Organising a promotional event.

Working with others and in teams (2)

Liaising with co-operative partners.

Solving problems (2)

Developing a solution to address a situation where poor planning has created scheduling problems.

Using mathematical ideas and techniques (1)

Calculating costs of a particular activity.

Using technology (1)

Using Excel to produce sales results charts for a presentation.

Required Skills and Knowledge

Not applicable.

Range Statement

The following explanations identify how this unit may be applied in different workplaces, sectors and circumstances.

Marketing and promotional activities may include:

promotional events

display and signage initiatives

market research

advertising

industry and public relations activities

familiarisations

Web-based activities

limited product development.

Issues to be considered when creating detailed plans for marketing activities may include:

objectives and nature of the activity

budget availability

public relations implications

staffing requirements

availability of promotional materials

equipment requirements

contracting of other services

travel arrangements

strategies to ensure maximum benefit

possible co-operative approaches

administrative and procedural requirements

potential e-business opportunities

maximising access for those with special needs.

The following explanations identify how this unit may be applied in different workplaces, sectors and circumstances.

Marketing and promotional activities may include:

promotional events

display and signage initiatives

market research

advertising

industry and public relations activities

familiarisations

Web-based activities

limited product development.

Issues to be considered when creating detailed plans for marketing activities may include:

objectives and nature of the activity

budget availability

public relations implications

staffing requirements

availability of promotional materials

equipment requirements

contracting of other services

travel arrangements

strategies to ensure maximum benefit

possible co-operative approaches

administrative and procedural requirements

potential e-business opportunities

maximising access for those with special needs.