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
What evidence can you provide to prove your understanding of each of the following citeria?
Develop marketing plan for the brokerage
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The brokerage vision statement is developed/reviewed Completed |
Evidence:
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Brokerage objectives are developed/reviewed Completed |
Evidence:
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Target markets are identified/refined Completed |
Evidence:
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Market research data is obtained Completed |
Evidence:
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Competitor analysis is obtained Completed |
Evidence:
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Market position is developed/reviewed Completed |
Evidence:
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Develop brokerage promotion plans
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Brokerage brand is developed Completed |
Evidence:
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Benefits of practice/brokerage products/services are identified Completed |
Evidence:
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Promotion tools are selected/developed within applicable legislation Completed |
Evidence:
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Develop brokerage sales plans
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Plans to increase yield per existing client are developed Completed |
Evidence:
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Plans to add new clients are developed Completed |
Evidence:
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Proposed plans are ranked according to agreed criteria Completed |
Evidence:
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An action plan to implement the top ranked plans is developed and agreed Completed |
Evidence:
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Brokerage work practices are reviewed to ensure they support plans Completed |
Evidence:
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Implement promotional strategy
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Promotional package is created to meet the requirements of the sales plan and enhance the business corporate image and all relevant legislative requirements Completed |
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Promotional strategy is implemented within budget in the timeframes specified Completed |
Evidence:
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Prepare sales and distributional channels
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Required distribution channels are obtained Completed |
Evidence:
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Training of the distribution channels is undertaken to ensure service knowledge and quality customer service is maximised Completed |
Evidence:
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Promotional materials are distributed within appropriate timeframes Completed |
Evidence:
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Monitor and review sales and promotional plan implementation
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Criteria to measure the effectiveness of the sales/ promotional strategy are established Completed |
Evidence:
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Performance criteria for distribution channels are established so attainment of forecast sales target can be monitored Completed |
Evidence:
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Adjustments to the promotional strategy or service distribution are made as necessary to ensure the required result is being obtained Completed |
Evidence:
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