Formats and tools
- Unit Description
- Reconstruct the unit from the xml and display it as an HTML page.
- Assessment Tool
- an assessor resource that builds a framework for writing an assessment tool
- Assessment Template
- generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
- Assessment Matrix
- a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
- Wiki Markup
- mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
- Evidence Guide
- create an evidence guide for workplace assessment and RPL applicants
- Competency Mapping Template
- Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
- Observation Checklist
- create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)
- Self Assessment Survey
- A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
- Moodle Outcomes
- Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
- Registered Training Organisations
- Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSIBK604A, 'Develop and manage marketing plans for an insurance broking business'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Develop and manage marketing plans for an insurance broking business' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
1. Develop marketing plan for the brokerage | 1.1. The brokerage vision statement is developed/reviewed 1.2. Brokerage objectives are developed/reviewed 1.3. Target markets are identified/refined 1.4. Market research data is obtained 1.5. Competitor analysis is obtained 1.6. Market position is developed/reviewed |
2. Develop brokerage promotion plans | 2.1. Brokerage brand is developed 2.2. Benefits of practice/brokerage products/services are identified 2.3. Promotion tools are selected/developed within applicable legislation |
3. Develop brokerage sales plans | 3.1. Plans to increase yield per existing client are developed 3.2. Plans to add new clients are developed 3.3. Proposed plans are ranked according to agreed criteria 3.4. An action plan to implement the top ranked plans is developed and agreed 3.5. Brokerage work practices are reviewed to ensure they support plans |
4. Implement promotional strategy | 4.1. Promotional package is created to meet the requirements of the sales plan and enhance the business corporate image and all relevant legislative requirements 4.2. Promotional strategy is implemented within budget in the timeframes specified |
5. Prepare sales and distributional channels | 5.1. Required distribution channels are obtained 5.2. Training of the distribution channels is undertaken to ensure service knowledge and quality customer service is maximised 5.3. Promotional materials are distributed within appropriate timeframes |
6. Monitor and review sales and promotional plan implementation | 6.1. Criteria to measure the effectiveness of the sales/ promotional strategy are established 6.2. Performance criteria for distribution channels are established so attainment of forecast sales target can be monitored 6.3. Adjustments to the promotional strategy or service distribution are made as necessary to ensure the required result is being obtained |