Plan and manage complex 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 SIRXSRM808, 'Plan and manage complex 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 complex 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


Performance criteria

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

1. Identify opportunities for project development.

1.1.Consult with staff, business owners and industry experts to evaluate business opportunities that may identify potential new projects.

1.2.Review and analyse the organisation’s strategic and business plans to ensure congruence with the potential project.

1.3.Research best practices and trends within the service industry.

1.4.Collect and analyse demographic and trend data to provide profiling information about the organisation’s customer base.

1.5.Collect and analyse industry intelligence into the strengths and weaknesses of competitors.

1.6.Analyse the strengths, weaknesses, opportunities and threats (SWOT) of the organisation and its environment.

1.7.Develop a proposal for the project and negotiate authorisation as required in line with standard organisational policies and procedures.

2. Prepare the project plan.

2.1.Define and document project specifications and terms of reference.

2.2.Develop a detailed project budget that will enable management of all aspects of the project during implementation.

2.3.Develop and document timelines, schedules and critical path for the project, taking into consideration contingencies and planning for time slippages.

2.4.Identify and secure the people with the required skills to contribute to the completion of the project within the required timeframe.

2.5.Identify, cost and negotiate access to the physical resources required for completion of the project.

2.6.Identify, cost and negotiate access to subcontractors, consultants and external professionals required for completion of the project.

2.7.Conduct and document a risk management analysis leading to the development of risk management control plans.

2.8.Finalise and gain sign-off where required of project plan in line with standard organisational policies and processes.

3. Establish communication and reporting processes.

3.1.Brief project team members regarding the project, their roles, levels of delegated responsibility and the outcomes to be achieved.

3.2.Establish two-way communication processes to coordinate work, gather data to monitor project performance, and inform team members of progress.

3.3.Establish and communicate clear reporting processes for those involved in the project’s implementation.

4. Manage the project.

4.1.Monitor project progress according to project plan requirements, using appropriate project management tools and methodologies.

4.2.Support and manage team members to achieve their required targets and key performance indicators, as identified in the project plan.

4.3.Make amendments, changes and additions to the project plan in light of changing circumstances to ensure project aims and outcomes are met.

4.4.Monitor, review and adjust resourcing to support the project to reflect changing circumstances.

4.5.Report overall project progress to senior managers or business owners as required and in line with the project plan.

5. Finalise the project.

5.1.Document project outcomes and report to senior management or business owners as required, following standard organisational policies and processes.

5.2.Provide effective and documented handover instructions and advice to staff responsible for the ongoing implementation or maintenance of project products or services in line with organisational procedures.

5.3.Debrief project team members and relevant stakeholders about the conduct and outcomes of the project.

5.4.Prepare a final report analysing the strengths and weaknesses of the project plan and the conduct of the project.