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Evidence Guide: SIRRMRM009 - Plan merchandise buying trips

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

 

SIRRMRM009 - Plan merchandise buying trips

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

Plan buying trip.

  1. Access and review a merchandise strategy to determine buying trip objectives.
  2. Obtain buying trip briefs and budgets.
  3. Consult with cross-functional teams and seek the input of relevant personnel into buying trip planning.
  4. Undertake pre-trip research to identify key buying trip activities and destinations that reflect buying trip objectives.
  5. Research local culture, customs and market related to merchandise purchasing and supply, as required.
  6. Determine supplier and product information and samples to be sourced during the buying trip.
  7. Develop a buying trip itinerary and schedule, and seek required approval.
  8. Make required bookings and arrange buying trip resources.
Access and review a merchandise strategy to determine buying trip objectives.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain buying trip briefs and budgets.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Consult with cross-functional teams and seek the input of relevant personnel into buying trip planning.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Undertake pre-trip research to identify key buying trip activities and destinations that reflect buying trip objectives.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Research local culture, customs and market related to merchandise purchasing and supply, as required.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine supplier and product information and samples to be sourced during the buying trip.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop a buying trip itinerary and schedule, and seek required approval.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make required bookings and arrange buying trip resources.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Undertake buying trip.

  1. Assess products and suppliers that reflect merchandise strategy and buying trip objectives.
  2. Determine feasibility and suitability of products and suppliers based on merchandise strategy and budgets.
  3. Identify opportunities for new products and suppliers that meet organisational objectives and customer demands.
  4. Obtain product and supplier information and acquire any required samples.
Assess products and suppliers that reflect merchandise strategy and buying trip objectives.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine feasibility and suitability of products and suppliers based on merchandise strategy and budgets.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify opportunities for new products and suppliers that meet organisational objectives and customer demands.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain product and supplier information and acquire any required samples.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Report on buying trip.

  1. Document outcomes of the buying trip according to organisational requirements.
  2. Share trip insights and samples with relevant personnel and gain their feedback.
  3. Make recommendations and determine actions to be taken following the buying trip.
  4. Evaluate financial and productivity effectiveness of the buying trip.
Document outcomes of the buying trip according to organisational requirements.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Share trip insights and samples with relevant personnel and gain their feedback.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make recommendations and determine actions to be taken following the buying trip.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate financial and productivity effectiveness of the buying trip.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Plan buying trip.

1.1. Access and review a merchandise strategy to determine buying trip objectives.

1.2. Obtain buying trip briefs and budgets.

1.3. Consult with cross-functional teams and seek the input of relevant personnel into buying trip planning.

1.4. Undertake pre-trip research to identify key buying trip activities and destinations that reflect buying trip objectives.

1.5. Research local culture, customs and market related to merchandise purchasing and supply, as required.

1.6. Determine supplier and product information and samples to be sourced during the buying trip.

1.7. Develop a buying trip itinerary and schedule, and seek required approval.

1.8. Make required bookings and arrange buying trip resources.

2. Undertake buying trip.

2.1. Assess products and suppliers that reflect merchandise strategy and buying trip objectives.

2.2. Determine feasibility and suitability of products and suppliers based on merchandise strategy and budgets.

2.3. Identify opportunities for new products and suppliers that meet organisational objectives and customer demands.

2.4. Obtain product and supplier information and acquire any required samples.

3. Report on buying trip.

3.1. Document outcomes of the buying trip according to organisational requirements.

3.2. Share trip insights and samples with relevant personnel and gain their feedback.

3.3. Make recommendations and determine actions to be taken following the buying trip.

3.4. Evaluate financial and productivity effectiveness of the buying trip.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Plan buying trip.

1.1. Access and review a merchandise strategy to determine buying trip objectives.

1.2. Obtain buying trip briefs and budgets.

1.3. Consult with cross-functional teams and seek the input of relevant personnel into buying trip planning.

1.4. Undertake pre-trip research to identify key buying trip activities and destinations that reflect buying trip objectives.

1.5. Research local culture, customs and market related to merchandise purchasing and supply, as required.

1.6. Determine supplier and product information and samples to be sourced during the buying trip.

1.7. Develop a buying trip itinerary and schedule, and seek required approval.

1.8. Make required bookings and arrange buying trip resources.

2. Undertake buying trip.

2.1. Assess products and suppliers that reflect merchandise strategy and buying trip objectives.

2.2. Determine feasibility and suitability of products and suppliers based on merchandise strategy and budgets.

2.3. Identify opportunities for new products and suppliers that meet organisational objectives and customer demands.

2.4. Obtain product and supplier information and acquire any required samples.

3. Report on buying trip.

3.1. Document outcomes of the buying trip according to organisational requirements.

3.2. Share trip insights and samples with relevant personnel and gain their feedback.

3.3. Make recommendations and determine actions to be taken following the buying trip.

3.4. Evaluate financial and productivity effectiveness of the buying trip.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

review a merchandise strategy to identify merchandise needs and document one buying trip plan detailing:

buying trip objectives

key activities and destinations

buying trip budget

buying trip itinerary and schedule

key trip resources and booking requirements

undertake buying trip activities and prepare a buying trip report that details:

product and supplier insights

product and supplier feasibility

product alignment to organisational and customer needs

recommendations for merchandise buying

reflection on cost-effectiveness and productivity of trip.

Demonstrated knowledge required to complete the tasks outlined in the elements and performance criteria of this unit:

common objectives of merchandise buying trips:

find new suppliers

diversify range

find new products

gain trend insights

sample collection

analyse competitors

place orders

negotiate pricing

evaluate supplier performance

considerations to be made when planning and undertaking buying trips:

transportation and accommodation

local customs and holidays

language and communication

trip budgets

product budgets

travel bookings

appointment scheduling

logistics to transport goods

exchange rates

time efficiencies

critical path

legal and compliance requirements

common buying trip destinations:

supplier factory visits

trade fairs

retail destinations

techniques to determine suitability and feasibility of products and suppliers

formats for preparing buying trip reports.