Formative Assessment Class Activities

Portfolio of Evidence: Marketing Management NQF 4: SAQA ID 67464 US 252201

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Marketing – US 252201 - Issue 3: 01-01-2021

MARKETING RESOURCES

US 252201 APPLY MARKETING TEAM WORK STRATEGIES; NQF LEVEL 4, 4 CREDITS

Learner Name: Learner ID #: Learner Student Number:

Formative Assessment

Class Activities

During and after the initial training the learner will be required to complete a number of activities. These activities will be both individual and group activities (class activities formative activities). The activities are numbered and are to be included in the learner’s portfolio of evidence. These activities will measure the progress of the learner through the programme. For authenticity reasons these activities must be handwritten.

Class Activity 1: Describe effective groups

Complete the following in small groups / individually as per the instructions from your facilitator:

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Describe effective groups and identifying group stages

1. Read the following case study and then in your small groups, discuss how Toyota has created effective groups:

Many companies proudly promote their team culture. At Toyota, the promotion seems sincere. Teamwork is one of Toyota’s core values, along with trust, continuous improvement, long term thinking, standardization, innovation and problem solving. The firm’s value statement says the following: “To ensure the success of our company, each team member has the responsibility to work together, and communicate honestly, share ideas, and ensure team member understanding.”

So how does Toyota’s culture reflect its emphasis on teamwork? First, although individualism is a prominent value in western culture, it is deemphasized at Toyota. In its place is an emphasis on system, in which people and products are seen as interwined value streams and people are trained to be problem solvers, so as to make the product system leaner and better.

Second, before hiring, Toyota tests candidates to ensure they are not only competent and technically skilled but also oriented toward teamwork- able to trust


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their team, be comfortable solving problems collaboratively, and motivated to achieve collective outcomes.

Third, and not surprisingly, Toyota structures its work around teams. Every Toyota employee knows the Adage “All of us are smarter than any of us.”

Teams are used not only in the production process but also at every level and in every function: In sales and marketing, in finance, in engineering, in design and at the executive level.

Fourth, Toyota considers the team to be the power centre of the organization. The leader serves the team, not the other way around. When asked whether he would feature himself in advertisements the way other automakers had (most famously, “Dr. A,” Daimler’s CEO Dieter Zetshce), Toyota USA’s CEO, Yuki Funo, said, “No. We want to show everybody in the company. The heroes. Not one single person.”

Source: https://www.academia.edu/7332882/Case_Studies_on_Group_Behavior_and_Work_Team_in_Org

anizations?auto=download


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2. Complete the following table, listing at least 3 advantages and disadvantages of working in a group:

Advantages of Working in Groups Disadvantages of Working in Groups


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3. Explain why effective teamwork is important in marketing:

4. Explain the role of group identity and social structure in your marketing team:


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5. List and explain the five stages in group dynamics. In your small groups, discuss teams in your workplace and describe the stage they are in:


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6. Describe what group behaviour is and how it can be applied to a specific marketing scenario:


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Identify factors that affect a team in the workplace

7. Explain how not having confidence in the Project Manager would negatively affect the team


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8. A team needs purpose, direction, and goals. Ineffective teams are ineffective due to ineffective goals. Explain what causes team goals to be ineffective:

9. Identify and explain positive factors present in your marketing team’s activities:


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10. List and describe at least 3 factors that are outside of your control when dealing with a team:


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11. List and describe at least 3 factors that are within your control when dealing with a team.


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Place any extra evidence after this page, clearly marked for easy reference.

Class Activity 2: Respect personal, ethical, religious and cultural differences to enhance interaction between members


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1. In your small groups, discuss and list some of the dimensions of diversity you see in your own organisations:


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2. Explain why organisations should encourage respect for diversity:


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3. Explain how you could successfully use the diversity in your team members:


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4. In your small groups, discuss and explain how you need to display leadership in properly managing diversity:

5. Practical: Respect personal, ethical, religious and cultural differences to enhance interaction between members. With your partner, role play a discussion between to team members about behaviour displayed that is of concern. Ensure that you demonstrate how you will take the other team member's feelings and perspectives into account and modify your own behaviour accordingly.

Request your colleague and facilitator to complete the following, as evidence that you have completed the above tasks:


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Learner name:

Date:

Did the learner successfully demonstrate the following: Colleague Facilitator

Yes No Yes No

Discuss behaviours which are of concern to individuals timeously and openly with those concerned?

Take other team member's feelings and perspectives into account and modify own behaviour accordingly?

Colleague Name

Comments from the colleague about the learner’s performance:

Colleague Signature

Learner Signature

Comments from the facilitator about the learner’s performance:

Facilitator Signature


Class Activity 3: Identify the structure and purpose of a team and the roles and responsibilities required to work in a team


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1. Describe what a work team is and provide some examples:


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2. In your small groups, identify and describe the most common types of work teams used by your own organisation:


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3. List and explain the purpose and functions of your marketing team in line with organisational or project objectives:


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4. Explain what skills, aptitudes and values are


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5. Scenario: You work for a national marketing company and your manager has just got the Kellogg's advertising account. They are going to launch a new product called Captain Choccos and need a national advertising campaign for this product. You have been appointed as the project leader by your manager and need to select a team of 5 people to complete the new campaign.

Answer the questions below based on the scenario above:

1) Draw the organogram for this team showing the roles you will assign to each of your team members:

Yourself - Project Leader

Team Member 1: Research - Target Market

Team Member 2: Research - Competitors

Team Member 3: Graphic Design - Product Mascot and Packaging

Team Member 4: Client Liaison and Campaign Ideas

Team Member 5: Campaign Ideas


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Why do you think this structure will be effective for this campaign?

6. Create a list of the main marketing roles in your own organisation, with a brief description of each role:

Marketing Role Description


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7. Discuss and list your own Role and Responsibilities as part of the marketing team:


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8. Explain the function of organisational or company standards:


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9. Explain your own role in your team in terms of your contribution and accountability:

a. To whom do you report (accountability)?

b. Reflect on your contribution to the team: why do you think you are a valuable member of the team?

10. Practical: Prepare a short presentation on how you apply your own role and responsibilities in line with company standards and procedures.


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Learner name:

Date:


Yes No Yes No

How to apply own roles and responsibilities in line with company standards and procedures?

Colleague Name



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Colleague Signature

Learner Signature




Class Activity 4: Review the effectiveness of the team and own participation in the team


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1. Identify at least 5 performance evaluation techniques


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2. Explain what SMART objectives are:

3. We will use a Performance Improvement Plan to correct performance discrepancies. Describe how this tool should be used:


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4. Practical: Deliver a presentation on how to review the effectiveness of the team and own participation in the team


Learner name: Date:


Yes No Yes No

Evaluate team effectiveness against objectives in required format and time frame?

Evaluate own performance against objectives and list it in the required format and time frame?

Colleague Name


Colleague Signature

Learner Signature





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Reflection

Individually complete the following: 252201

The purpose of reflection is for you to consider what you have learnt and how you will use it in the future. Answer the following questions as honestly as you can:

1. After the training programme, I can now (tick):

Identify the structure and purpose of a team

Describe effective groups and identify group stages

Describe and apply the roles and responsibilities required to work in a team


Respect personal, ethical, religious and cultural differences to enhance interaction between members

Review the effectiveness of the team and own participation in the team

2. How would you apply what you have learnt during this programme in the workplace?

3. What was the most significant thing you have learnt in this programme?

4. What do you think you still need to learn more about? (Action Plan)

5. What did you enjoy most about the training?

6. If there was something about the training that you could change, what would it be?


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Facilitator Observation Checklist

The facilitator needs to provide feedback on the participation of each learner in the class:

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The purpose of the facilitator observation checklist is to provide the learner with feedback about his/her participation during the formative class activities and also to highlight the observed strengths and perceived weaknesses that the learner displayed during the workshop and/or learning programme.

The facilitator is required to complete the Facilitator Observation checklist for each learner in his/her Learner Workbook. The learner needs to sign-off the document to confirm that he/she has received the observation feedback.

Learner Name Facilitator Name Date

Class Activity Group /

Individual Completed

Participation Comments on perceived strengths and weaknesses of the learner

1. Identify the structure and purpose of a team

2. Describe effective groups and identify group stages

3. Describe and apply the roles and responsibilities required to work in a team

4. Identify factors that affect a team in the workplace

5. Respect personal, ethical, religious and cultural differences to enhance interaction between members

6. Review the effectiveness of the team and own participation in the team

7. Reflection Individual

Has the learner sufficiently demonstrated application of the following CCFO’s during the facilitated session?


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Class Activity Group /

Individual Completed

Participation Comments on perceived strengths and weaknesses of the learner

CCFO1:

Identify and solve problems related to team effectiveness.

CCFO2:

Work effectively with others when monitoring team's effectiveness against objectives.

CCFO3:

Collect, evaluate, organise and critically evaluate information when determining team objectives and targets for evaluation purposes.

CCFO4:

Communicate effectively when working within and evaluating teams and members performance.

Yes / No Yes / No Yes / No Yes / No

CCFO5:

Being culturally sensitive across a range of social contexts so that all actions and decisions are acceptable to all stakeholders with broad cultural backgrounds.

Yes / No Yes / No Yes / No Yes / No

Statement by the facilitator:

The learner has demonstrated sufficient knowledge and skill during class to proceed with the summative assessment (circle)

Yes No

Additional comments: (optional)

Learner Signature Facilitator Signature

During and after the initial training the learner will be required to complete a number of class activities. These activities will be both individual and group activities (class activities - formative). The activities are numbered and are to be included in the learner’s portfolio of evidence. These activities will measure the progress of the learner through the programme. For authenticity reasons these activities must be handwritten


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Marketing – US 252201 Issue 3: 01-01-2021

Summative Assessment “Summative Assessment is assessment for making a judgement about achievement. This is carried out when a learner is ready to be assessed at the end of a programme

of learning” (SAQA: Criteria and Guidelines for Assessment Policy Document, pg 26)

Please complete the following summative assessment activities and submit as part of your Portfolio of Evidence:

Knowledge Questions

Practical Activities

Witness Testimony

Logbook

The learner needs to individually complete the summative assessment activities. The summative assessment is conducted by means of a knowledge questionnaire and various integrated assessment activities. The learner needs to follow the summative assessment activity instructions to create the evidence required for the portfolio of evidence.

Note: The Critical Cross Field Outcomes are referenced in the following manner: CCFO1- Identify and solve problems in which responses demonstrate that responsible decisions using

critical and creative thinking have been made

CCFO2- Work effectively with others as a member of a team, group, organisation, community

CCFO3- Collect, evaluate, organise and critically evaluate information when determining team

objectives and targets for evaluation purposes. CCFO4- Communicate effectively when working within and evaluating teams and members

performance. CCFO5- Being culturally sensitive across a range of social contexts so that all actions and decisions are

acceptable to all stakeholders with broad cultural backgrounds.


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Knowledge Questions Please answer the following knowledge questions related to the unit standard embedded knowledge and assessment criteria and place it in your portfolio of evidence. Remember to number the answers according to the question numbers, should you need to attach a document.

You have to complete this Knowledge Questionnaire individually based on the theory that you covered in your Learner Guide and the formative assessments you completed in your Learner Workbook.

Knowledge Questions Individually complete the following:

Unit Standard Reference

1. List the six identifiers of an effective team: 252201.2.1

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(6)


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2. Identify if the following statements are advantages or disadvantages of group work:

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Improved Morale

Can lead to conflict when ideas are not agreed upon.

Increased Innovation

Sharing of ideas leads or more creativity.

(4)

3. List any 4 reasons for effective teamwork in marketing 252201.2.3

(4)


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4. Explain why group identity and social structure are beneficial to a business:

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(4)

5. Identify the five stages in group dynamics 252201.2.5


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(5)

6. List at least four negative factors that can affect group performance:

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(4)

7. Explain the importance of showing respect to all stakeholders in terms of the impact on individuals in the team:

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(3)


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8. Draw a diagram of a typical marketing team structure: 252201 EEK1

(6)

9. Explain why Adair’s model of team work (1983) is useful as a framework for reviewing and evaluating team work:

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(4)

Total / 100


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Practical Activities

Individually complete the following activities to show your ability to integrate and apply your knowledge and skills in the workplace.

Practical Activity: Marketing resources

Individually complete the following:

252201 Related EEKs

CCFO1-8

You need to show that you can:

Apply marketing team work strategies

Complete the following:

1. Apply marketing team work strategies. Complete the following tasks:

a. Submit your team organogram showing the team structure, team roles and your own position in the team

b. List organisational or project objectives in the left-hand column of a table and the purpose of your team in relation to each objective in the right-hand column of the table

c. Compile a table showing the skills, aptitudes, personality and values of at least 3 people within your marketing team

d. Submit a summary of a specific marketing scenario that happened in your workplace. Write an analysis of the importance of effective group behaviour in the context of the given scenario.

e. Compile a table listing the roles and responsibilities of 3 team members (including yourself) in line with organisational objectives and project targets

f. Submit a completed matrix like the one below, showing the positive and negative factors, as well as the controllable and the uncontrollable factors that affect your team:

Positive factors

Negative factors

Controllable factors

Uncontrollable factors

g. Research and submit a print out of a case study - highlight the differences between team members of a successful marketing team


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2. Review the effectiveness of the team and own participation in the team. Complete the following tasks:

a. Submit a record of team objectives in the required format (Team objectives will include but are not limited to: target, due dates, measurable outcomes, who, what, where and when)

3. Request your supervisor to provide you with written feedback about how you completed the above tasks in this practical activity. Your supervisor needs to complete the feedback document by entering either Yes or No in the column provided and then provide comments to substantiate their rating:

Learner Name

Date

Apply marketing team work strategies

Did the learner:

Yes/No Comments

1. Apply own roles and responsibilities in line with company standards and procedures?

2. Discuss behaviours which are of concern to individuals timeously and openly with those concerned?

3. Take other team member's feelings and perspectives into account and modify own behaviour accordingly?

4. Evaluate team effectiveness against objectives in required format and time frame?

5. Evaluate own performance against objectives and list it in the required format and time frame?

6. Implement corrective action based on performance evaluation following


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organisational standards and procedures?

Facilitator/Supervisor Signature

Facilitator/Supervisor Name

Remember: Provide workplace evidence to support your answers and show your ability to do what is required of you in this activity.

Place your evidence after this page; clearly marked for easy reference.


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Practical Activity Checklist

Please tick that you have submitted the following evidence as per the instructions above:

Learner Name

Date

Practical Activity Submitted

Yes/No Name of my document /

Comments

1. Apply marketing team work strategies

a. Submit your team organogram showing the team structure, team roles and your own position in the team

b. List organisational or project objectives in the left-hand column of a table and the purpose of your team in relation to each objective in the right-hand column of the table

c. Compile a table showing the skills, aptitudes, personality and values of at least 3 people within your marketing team

d. Submit a summary of a specific marketing scenario that happened in your workplace. Write an analysis of the importance of effective group behaviour in the context of the given scenario.

e. Compile a table listing the roles and responsibilities of 3 team members (including yourself) in line with organisational objectives and project targets

f. Submit a completed matrix like the one provided, showing the positive and negative factors, as well as the controllable and the uncontrollable factors that affect your team

g. Research and submit a print out of a case study - highlight the differences between team members of a successful marketing team


a. Submit a record of team objectives in the required format (Team objectives will include but are not limited to: target, due dates, measurable outcomes, who, what, where and when)

3. Supervisor feedback

a. Completed checklist

Learner Signature


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Witness Testimony

In the workplace, or in simulated classroom activities, you need to show your ability to integrate what you have learnt. This can be measured with the Specific Outcomes and the Critical Cross Field Outcomes of the Unit Standard.

Request your facilitator / supervisor (or workplace mentor) to complete the following form to show that you are able to integrate your learning into everyday workplace application. It is necessary that the facilitator / supervisor also provides a short comment on the form:

Learner Name Date

Did the Learner: Yes No

1. Identify the structure and purpose of a team

2. Describe effective groups and identify group stages

3. Describe and apply the roles and responsibilities required to work in a team

4. Identify factors that affect a team in the workplace

5. Respect personal, ethical, religious and cultural differences to enhance interaction between members


Comments about how the learner applied the knowledge and skills in this programme:

Learner Name:

Learner Signature

Date

Facilitator Name:


Date


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LOGBOOK

This log book has been included to record all time spent on the report and assignments.

Time spent completing an activity should be signed off by a facilitator, supervisor, mentor or witness where possible.

Learner Name:

Learner ID#:

Course Name FETC: Marketing Management NQF 4: SAQA ID 67464

Unit Standard Name US 252201: Apply marketing team work strategies; NQF Level 4, 4 Credits

SAQA ID Number 252201 Credits 4 Notional Hours 40

Workplace Activities Start Date

End Date

Total No of Hours

Sign Off by Facilitator / Supervisor / Manager / Mentor / Witness

Name & Surname Relationship to Learner

Signature

Apply marketing team work strategies 40 Hours

Classroom Training

Identify the structure and purpose of a team

Describe effective groups and identify group stages

Describe and apply the roles and responsibilities required to work in a team


Respect personal, ethical, religious and cultural differences to enhance interaction between


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members

Review the effectiveness of the team and own participation in the team

Identify and solve problems related to team effectiveness.

Work effectively with others when monitoring team's effectiveness against objectives.

Collect, evaluate, organise and critically evaluate information when determining team objectives and targets for evaluation purposes.

Communicate effectively when working within and evaluating teams and members performance.

Being culturally sensitive across a range of social contexts so that all actions and decisions are acceptable to all stakeholders with broad cultural backgrounds.

Structure of team is listed in line with own organisational team allocation.

Purpose of a team is listed and explained in line with organisational or project objectives.

Own position is shown in an organogram of the team.

Effective groups are described within a given case study.

Advantages and disadvantages of group work are listed in tabular form.

Reasons for effective teamwork in marketing are


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identified and explained with examples.

The role of group identity for the business is explained, within a given case study.

The stages in group dynamics are identified and described within a given case study.

Skills, aptitudes, personality and values within the specific group are identified and differentiated with examples.

The importance of effective group behaviour is analysed in context of a specific marketing scenario.

Roles and responsibilities of team members are listed in line with organisational objectives.

Own roles and responsibilities are listed and described in line with organisational objectives and project targets.

Own roles and responsibilities are applied in line with company standards and procedures.

Negative factors are identified and explained in line with organisational activities.

Other Activities Completed:


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FEEDBACK SECTION

Comments from Facilitator:

Comments from Student:


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Assessment Activities Checklist The learner needs to complete all the required activities that are guided by the Specific Outcomes and Assessment criteria of the Unit Standard(s) in this programme:

Programme LP7: Marketing resources

Unit Standards US 252201: Apply marketing team work strategies; NQF Level 4, 4 Credits

Once you have completed all the assessment activities, request your supervisor to check that you have completed all the required activities and that they have all been placed in your Portfolio of Evidence, in the following order:

Did the learner provide the required evidence:

Reference: Comments / Feedback Yes No

Formative – Class Activities

Class Activity 1

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Class Activity 2 252201.5

Class Activity 3

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Class Activity 4 252201.6

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Reflection 252201

Facilitator Observation Checklist

252201

Summative - Knowledge Questions

Question 1 252201

Question 2 252201

Question 3 252201


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Did the learner provide the required evidence:

Reference: Comments / Feedback Yes No

Question 4 252201

Question 5 252201

Question 6 252201

Question 7 252201

Question 8 252201

Question 9 252201

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Practical Activity

252201 Related EEKs

CCFO1-3

As per the Practical Activity Checklist:

Summative – Witness Testimony

Witness Testimony 252201

Summative – Logbook

Logbook 252201

Learner Name:

Learner Signature

Date

Facilitator Name:


Date


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FOR STUDENT This is to verify that the above work is my own / authentic. Learner Name: _____________________Learner Student No:_________________ Learner Signature: ___________________ Date: ___________________________ FOR FACILITATOR File Checked:

This is to verify that the learner has completed all the above and is awaiting final assessment / moderation. Facilitator Name:__________________________ Facilitator Signature________________________Date:_____________________________

Date Facilitator Signature


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Basic Conditions of Employment Act, 1997

Record of Time Worked Employee Name: ________________________________________________________ Employee Surname: ______________________________________________________ Employee ID Number: ____________________________________________________ Employee Signature: _____________________________________________________ Employer Name: _________________________________________________________ Employer Signature: ______________________________________________________ Year: 2021 Month: _______________________________________ Total hours worked / productive capacity made available during the month: 160 hours Work completed: Time spent on training including classroom training and/or digital learning as well

as study and revision time;

X

Time spent on completing work and digital work tasks (including availability for

work);

X

Time spent on compiling assessments (formative and summative) for your PoE; X

Time spent on task preparation & research X

Time spent travelling to and from location for task completion X

Documents

Formative Assessment Class Activities