Plan and manage retail projects

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 SIRXMGT004, 'Plan and manage retail projects'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Plan and manage retail projects' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



Elements describe the essential outcomes.

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

1. Define project scope.

1.1.Identify project objectives, budget, scope of activities and deliverables.

1.2.Clarify relationship of project to others and to overall organisational objectives.

1.3.Identify stakeholders and their requirements for consultation and involvement in project activities.

1.4.Confirm administrative structure for project management, individual responsibility and reporting hierarchy.

1.5.Determine required resources for the project.

2. Prepare the project plan.

2.1.Consult with stakeholders to facilitate input and to achieve approval for project plan.

2.2.Determine risk, and regulatory and sustainability issues and incorporate them into plan.

2.3.Integrate quality, financial, human and physical resource specifications for project activities.

2.4.Develop and integrate project evaluation methods.

2.5.Plan internal and external communications, public relations and marketing approaches.

2.6.Document integrated project management plan and gain required approvals.

2.7.Communicate plan and roles and responsibilities to all involved.

3. Administer and monitor the project.

3.1.Implement project activities according to plan and in conjunction with stakeholders and project team members, providing support and assistance as required.

3.2.Implement financial and quality control systems according to project plan.

3.3.Monitor progress to ensure objectives, deliverables, timelines, cost and quality of project are achieved.

3.4.Identify deviations from plan, assess and take action to realign project activities to meet objectives.

3.5.Determine and act on the need for project variations, including additional project resources.

3.6.Provide progress and final reports according to project requirements.

3.7.Complete project within agreed timelines.

3.8.Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services.

4. Evaluate the project.

4.1.Assess project effectiveness at specified stages, using agreed evaluation methods.

4.2.Evaluate completed project for administrative efficiency, quality and achievement of objectives.

4.3.Debrief project team members and relevant stakeholders about project implementation and outcomes.

4.4.Report outcomes to stakeholders and use information to enhance future project planning and management activities.