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Evidence Guide: FNSSAM402 - Implement a sales plan

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

 

FNSSAM402 - Implement a sales plan

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

Implement promotional strategy

  1. Analyse sales plan to clarify strategy and sales targets
  2. Create promotional package to meet requirements of sales plan, enhance business corporate image and satisfy all relevant legislation, regulations and codes of practice
  3. Implement promotional strategy within budget and in timeframes specified
Analyse sales plan to clarify strategy and sales targets

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create promotional package to meet requirements of sales plan, enhance business corporate image and satisfy all relevant legislation, regulations and codes of practice

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement promotional strategy within budget and in timeframes specified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare distribution channels

  1. Identify distribution channels and reach agreements for selling products and/or services
  2. Train personnel to develop product and service knowledge and ensure quality client service is maximised
  3. Distribute promotional materials to salespeople through established distribution channels within appropriate timeframes
Identify distribution channels and reach agreements for selling products and/or services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Train personnel to develop product and service knowledge and ensure quality client service is maximised

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute promotional materials to salespeople through established distribution channels within appropriate timeframes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and review sales plan implementation

  1. Establish criteria to measure effectiveness of promotional strategy and performance criteria for sales staff and distribution channels, and monitor attainment of forecast sales target
  2. Make adjustments to promotional strategy or product and service distribution, as necessary, to ensure required result is being obtained
  3. Contribute feedback on implementation of sales plan and promotional strategy to sales planning process
Establish criteria to measure effectiveness of promotional strategy and performance criteria for sales staff and distribution channels, and monitor attainment of forecast sales target

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make adjustments to promotional strategy or product and service distribution, as necessary, to ensure required result is being obtained

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contribute feedback on implementation of sales plan and promotional strategy to sales planning process

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. Implement promotional strategy

1.1 Analyse sales plan to clarify strategy and sales targets

1.2 Create promotional package to meet requirements of sales plan, enhance business corporate image and satisfy all relevant legislation, regulations and codes of practice

1.3 Implement promotional strategy within budget and in timeframes specified

2. Prepare distribution channels

2.1 Identify distribution channels and reach agreements for selling products and/or services

2.2 Train personnel to develop product and service knowledge and ensure quality client service is maximised

2.3 Distribute promotional materials to salespeople through established distribution channels within appropriate timeframes

3. Monitor and review sales plan implementation

3.1 Establish criteria to measure effectiveness of promotional strategy and performance criteria for sales staff and distribution channels, and monitor attainment of forecast sales target

3.2 Make adjustments to promotional strategy or product and service distribution, as necessary, to ensure required result is being obtained

3.3 Contribute feedback on implementation of sales plan and promotional strategy to sales planning process

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. Implement promotional strategy

1.1 Analyse sales plan to clarify strategy and sales targets

1.2 Create promotional package to meet requirements of sales plan, enhance business corporate image and satisfy all relevant legislation, regulations and codes of practice

1.3 Implement promotional strategy within budget and in timeframes specified

2. Prepare distribution channels

2.1 Identify distribution channels and reach agreements for selling products and/or services

2.2 Train personnel to develop product and service knowledge and ensure quality client service is maximised

2.3 Distribute promotional materials to salespeople through established distribution channels within appropriate timeframes

3. Monitor and review sales plan implementation

3.1 Establish criteria to measure effectiveness of promotional strategy and performance criteria for sales staff and distribution channels, and monitor attainment of forecast sales target

3.2 Make adjustments to promotional strategy or product and service distribution, as necessary, to ensure required result is being obtained

3.3 Contribute feedback on implementation of sales plan and promotional strategy to sales planning process