Implement a sales plan

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 FNSSAM402A, 'Implement a sales plan'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Implement a sales plan' 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. Implement promotional strategy

1.1. Sales plan is analysed to clarify strategy and sales targets

1.2. Promotional package is created to meet the requirements of the sales plan and enhance the business corporate image and satisfy all relevant legislation, regulations and codes of practice

1.3. Promotional strategy is implemented within budget and in the timeframes specified

2. Prepare distribution channels

2.1. Distribution channels are identified and agreements for selling products and/or services are reached

2.2. Training of personnel is undertaken to develop product and service knowledge and to ensure quality customer service is maximised

2.3. Promotional materials are distributed to sales people through established distribution channels within appropriate timeframes

3. Monitor and review sales plan implementation

3.1. Criteria to measure the effectiveness of the promotional strategy and performance criteria for sales staff and distribution channels are established so attainment of forecast sales target can be monitored

3.2. Adjustments to the promotional strategy or product and service distribution are made, as necessary, to ensure the required result is being obtained

3.3. Feedback on the implementation of the sales plan and promotional strategy is contributed to the sales planning process


Qualifications and Skillsets

FNSSAM402A appears in the following qualifications:

  • FNS41410 - Certificate IV in General Insurance
  • FNS41210 - Certificate IV in Mobile Banking
  • FNS41010 - Certificate IV in Banking Services
  • BSB40610 - Certificate IV in Business Sales
  • FNS41411 - Certificate IV in General Insurance
  • FNS41011 - Certificate IV in Banking Services
  • FNS41211 - Certificate IV in Mobile Banking
  • FNS41811 - Certificate IV in Financial Services