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Evidence Guide: SIRXMKT003 - Manage promotional 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!

From the Wiki University

 

SIRXMKT003 - Manage promotional activities

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

Implement promotional activity.

  1. Obtain and review promotional brief from relevant personnel and seek clarification as required.
  2. Identify internal and external factors that may impact on success of promotional activities and take opportunities to limit or enhance impact.
  3. Develop promotional objectives in consultation with relevant personnel.
  4. Review organisational promotional guidelines and arrange required resources.
  5. Review competitor promotional activity as required.
  6. Share details of the promotion with team members, and assign relevant tasks and responsibilities.
Obtain and review promotional brief from relevant personnel and seek clarification as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify internal and external factors that may impact on success of promotional activities and take opportunities to limit or enhance impact.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop promotional objectives in consultation with relevant personnel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review organisational promotional guidelines and arrange required resources.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review competitor promotional activity as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Share details of the promotion with team members, and assign relevant tasks and responsibilities.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor promotional activity.

  1. Conduct checks to verify promotional guidelines are being followed.
  2. Check promotional items for correct display of information, pricing and labelling as required.
  3. Consult with team members and customers to gain feedback on promotional activity and communicate findings to relevant personnel.
Conduct checks to verify promotional guidelines are being followed.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check promotional items for correct display of information, pricing and labelling as required.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consult with team members and customers to gain feedback on promotional activity and communicate findings to relevant personnel.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review promotional activity.

  1. Access and assess sales results for the promotional period.
  2. Report on promotional activity results and document impact of the promotional activity on sales results.
Access and assess sales results for the promotional period.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Report on promotional activity results and document impact of the promotional activity on sales results.

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. Implement promotional activity.

1.1.Obtain and review promotional brief from relevant personnel and seek clarification as required.

1.2.Identify internal and external factors that may impact on success of promotional activities and take opportunities to limit or enhance impact.

1.3.Develop promotional objectives in consultation with relevant personnel.

1.4.Review organisational promotional guidelines and arrange required resources.

1.5.Review competitor promotional activity as required.

1.6.Share details of the promotion with team members, and assign relevant tasks and responsibilities.

2. Monitor promotional activity.

2.1.Conduct checks to verify promotional guidelines are being followed.

2.2.Check promotional items for correct display of information, pricing and labelling as required.

2.3.Consult with team members and customers to gain feedback on promotional activity and communicate findings to relevant personnel.

3. Review promotional activity.

3.1.Access and assess sales results for the promotional period.

3.2.Report on promotional activity results and document impact of the promotional activity on sales results.

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. Implement promotional activity.

1.1.Obtain and review promotional brief from relevant personnel and seek clarification as required.

1.2.Identify internal and external factors that may impact on success of promotional activities and take opportunities to limit or enhance impact.

1.3.Develop promotional objectives in consultation with relevant personnel.

1.4.Review organisational promotional guidelines and arrange required resources.

1.5.Review competitor promotional activity as required.

1.6.Share details of the promotion with team members, and assign relevant tasks and responsibilities.

2. Monitor promotional activity.

2.1.Conduct checks to verify promotional guidelines are being followed.

2.2.Check promotional items for correct display of information, pricing and labelling as required.

2.3.Consult with team members and customers to gain feedback on promotional activity and communicate findings to relevant personnel.

3. Review promotional activity.

3.1.Access and assess sales results for the promotional period.

3.2.Report on promotional activity results and document impact of the promotional activity on sales results.

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

access a promotions brief and develop promotion objectives for one of the following promotional activities:

launch of new product or service

promotion of seasonal event

promotion of sales event

coordinate and monitor the above promotional activity across one promotional period

review activities against objectives by:

assessing impact on sales

reporting on promotion activity outcomes and impacts.

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

organisational policies and procedures for promotional activities

commercial law and legislation relevant to promotional activities

organisational promotional guidelines

promotional briefs and their role in marketing activities

techniques for managing and coordinating promotional activities

internal and external factors that impact on success of promotional activities including:

economic

social

technological

environmental

competition

strategies for improving success of retail promotions

promotional planning processes:

setting objectives

allocation of responsibilities

resources

documentation

monitoring systems

methods for measuring the success of promotional activities.