Formative Assessment MARKETING ETHICS AND CODE OF …

Portfolio of Evidence: Marketing Management NQF 4: SAQA ID 67464 US 252209 US 252216 US 252217

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Marketing – POE 1 - US 252209 / US252216 / 252217 – Issue 3 – 01-01-2021

Formative Assessment

MARKETING ETHICS AND CODE OF CONDUCT

US 252209: INSTIL IN ONESELF A PERSONAL MARKETING CULTURE; NQF LEVEL 4, 4 CREDITS

US 252216: COMPLY WITH LEGAL REQUIREMENTS AND ORGANISATIONAL AND PROFESSIONAL CODES OF CONDUCT; NQF LEVEL 4, 4 CREDITS

US 252217: COMPLY WITH ORGANISATIONAL ETHICS; NQF LEVEL 4, 4 CREDITS

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: Understand marketing

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

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1. Your facilitator will provide you with a copy of the marketing case study: Balancing the marketing mix through creative and innovative strategies.

Read through this case study and then use the insight to help you create a presentation in your own words:

Clearly explain what marketing is

Define marketing principles against accepted marketing definitions

Use the space below to write your notes


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

Learner name: Date:

Did the learner successfully demonstrate the following: Colleague Facilitator

Yes No Yes No

Clearly explained what marketing is

Defined marketing principles against accepted marketing definitions

Colleague Name


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Comments from the colleague about the learner’s performance:

Colleague Signature

Learner Signature

Comments from the facilitator about the learner’s performance:

Facilitator Signature

2. Identify and explain key elements of marketing with examples


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3. Put marketing into context with other functions within your own organisation in a graphic example


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4. Name the 7 marketing concepts of the expanded marketing model:

5. Describe how you would demonstrate a commitment to marketing principles in the workplace


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

Class Activity 2: Adhere to the code of conduct


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1. Explain the general purpose of a code of conduct:


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2. List at least 3 basic principles of a code of conduct:

3. Explain the relationship between a code of conduct and successful marketing in terms of its impact on business behaviour:


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4. Explain the implications the code of conduct and ethics have on an organisation

5. Study the Sanlam Code of Conduct and Ethics from the Learner Guide in your groups and then answer the following questions:

a. Quote a paragraph that could be used as Sanlam’s mission statement


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b. Quote a sentence that summarises Sanlam’s Values

c. List Sanlam’s stakeholders mentioned in this document


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d. Discuss Sanlam’s commitment to be legally compliant

6. Based on the SAPS Code of Conduct in your Learner Guide, summarise the following:

a. What an employee of SAPS is expected to DO:

b. HOW an employee of SAPS is expected to BEHAVE


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7. Practical: Demonstrate adherence to the code of conduct through compliant behaviour. In your small groups, prepare and deliver a presentation on the type of behaviour expected of you as a marketer for your organisation.

Submit your presentation notes with this activity


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Learner name: Date:


Yes No Yes No

Adherence to Accuracy of Representation

Adherence to clarity

Adherence to transparency

Adherence to protection of privacy

Adherence to NOT marketing to children and minors

Colleague Name


Colleague Signature

Learner Signature



8. Identify possible deviations from SAPS’s Code and suggest what remedial action should be taken to comply


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9. Practical: Adhere to the code of conduct. In your small groups, access and study the code of conduct of a marketing company. Deliver a presentation to the class on the following aspects of the code studied:

a. The main points covered by the Code

b. How to apply and implement the code of conduct in your organisation

c. Deviations from the code that could occur

d. How to take remedial action to comply with the code



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Learner name: Date:


Yes No Yes No

The main points covered by the Code

How to apply and implement the code of conduct in his/her organisation

Deviations from the code that could occur

How to take remedial action to comply with the code

Colleague Name


Colleague Signature

Learner Signature





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Class Activity 3: Identify and understand ethical issues


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1. Explain the relationship between ethics and a code of conduct:

2. Identify ethical issues that one may encounter in society, one’s profession and personal life and give an example of each


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3. Explain the ethical principles that apply in each of the following contexts:

Scenario 1: Frater Asset Management “Critically at Fraters, the investment professionals do not run their own private share accounts but invest their personal money in the funds they manage”.

Scenario 2: Mellow Yellow Farm, Limpopo You have an overseas client who needs vast quantities of oranges. The only farm that is able to supply such vast quantities of quality fruit is Mellow Yellow’. You are aware that workers on this citrus farm receive such small wages and work such long hours that it amounts to “slave labour”.


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Scenario 3: A prospective client has offered you and your wife an all-expenses-paid weekend on his luxury game farm. This includes the opportunity to shoot that kudu that you have always wanted

Scenario 4:

Your manager says he cannot give you an increase this year because of budget constraints. However, he is prepared to turn a blind eye if you load your expense accounts for a couple of months

4. In your small groups, discuss and explain your organisation’s ethical culture. Give examples of how breaches are handled:


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5. Practical: A broad understanding of the ethics which apply to marketing issues in an organisation. In your small groups, access and study the code of ethics of a marketing company. Deliver a presentation to the class on the following aspects of the code studied:

a. Identify at least 3 ethical issues as they relate to marketing

b. Explain why the issues are a dilemma to a marketer

c. Explain how to act upon and apply ethical issues in a marketing environment

d. Explain how to take remedial action against deviations in order to comply with the marketing code of ethics



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Learner name: Date:


Yes No Yes No

Identify at least 3 ethical issues as they relate to marketing

Explain why the issues are a dilemma to a marketer

Explain how to act upon and apply ethical issues in a marketing environment

Explain how take remedial action against deviations in order to comply with the marketing code of ethics

Colleague Name


Colleague Signature

Learner Signature





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Class Activity 4: Prepare legally compliant marketing documentation


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1. Describe the impact of the following key laws related to marketing activities on the way you can market your product or service:

Harmful Business Practices Act

The Consumer Protection Act


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The National Credit Act

2. In a table, list the legal documents most commonly used in your organisation's marketing activities and explain their uses in general terms:

Document

Use


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3. Explain what is meant by legal documentation being “current” and “suitable for purpose”:

4. Practical: Prepare marketing documentation which is compliant with legal requirements. In small groups, complete the document that your facilitator has handed to you. Once you have completed the document, ask your partner to check it for compliance:


Learner name: Date:


Yes No Yes No

Enter accurate content, dates and signatures to the legal documentation


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Colleague Name


Colleague Signature

Learner Signature




Class Activity 5: Instil a marketing culture


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1. In your small groups, discuss and explain how job satisfaction levels can be enhanced by applying marketing principles


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2. Your facilitator will provide you with a printed copy of the Stakeholder Engagement Case Study. Read through this case study and use the insight you gain to answer the following questions:

a. Describe how company competitiveness is ensured with all internal stakeholder involvement

b. Explain benefits to both the organisation and customers in given case studies


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3. Practical: Create a presentation that you would use to influence people in the organisation towards a marketing culture



Learner name: Date:


Yes No Yes No

Presented case in simple terms

Provided clear explanations to help influence people towards a marketing culture

Colleague Name


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Colleague Signature

Learner Signature



4. Marketing communications methods include advertising, sales promotion, public relations, personal selling, and direct selling.

Choose any one of the seven marketing communication techniques discussed in the learner guide. Create a presentation to explain what it is, what its purpose is, and what the advantages and disadvantages are for this communication method.

Make sure to demonstrate your understanding of written, verbal and visual presentation skills (of the learner guide) by creating and delivering the presentation on PowerPoint and provide the other learners with hand-outs of the presentation



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Learner name: Date:


Yes No Yes No

Clearly described the communication technique

Clearly described the purpose of the technique

Described advantages and disadvantages for the communication technique

Created visual presentation in PowerPoint

Provided learners with written presentation in form of hand-outs

Delivered a verbal presentation to the class

Colleague Name


Colleague Signature

Learner Signature


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5. Practical: In small groups, create a short presentation in which you outline the following in order to persuade others of the benefits of a marketing culture

a. Identify and explain the level of customer orientation

b. Explain the value of customer orientation

c. Explain how marketing culture helps to meet interdepartmental objectives



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Learner name: Date:


Yes No Yes No

Identified and explained the level of customer orientation

Explained the value of customer orientation

Explained how marketing culture helps to meet interdepartmental objectives

Colleague Name


Colleague Signature

Learner Signature





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Reflection

Individually complete the following:

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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 and define what is marketing

Identify marketing principles and concepts

Describe codes of conduct

Adhere to professional and organisational code of conduct

Identify and understand the ethical issues in the organisation

Prepare marketing documentation which is compliant with legal requirements

Explain the benefits of instilling a marketing culture in myself

Persuade others of the benefits of a marketing culture

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. Understand marketing

2. Adhere to the code of conduct

3. Identify and understand ethical issues

4. Prepare legally compliant marketing documentation

5. Instil a marketing culture

6. Reflection Individual

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

CCFO1:

Identify and solve problems:

related to the code of conduct or ethical issues

CCFO2:

Work effectively with others as a member of a team, group or organisation:

as a member of a marketing team to improve output

CCFO3:

Organise and manage him/herself and his/her activities responsibly and effectively:

to reflect the ongoing development of own and future legal competence and

CCFO4:

Collect, analyse, organise and critically evaluate information:

related to ethics and code of conduct so that these are accurately interpreted into behaviour standards

which might hinder or enhance legal compliance


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Class Activity Group /

Individual Completed

Participation Comments on perceived strengths and weaknesses of the learner

in order to ensure that legal requirements are applied, documented and adhered to

compliance

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

CCFO5:

Communicate effectively:

when persuading others of the benefits of a marketing culture

with all stakeholders to ensure that all parties fully understand all legal obligations, procedures and processes

CCFO6:

Use science and technology effectively and critically:

in the orientation and persuasion of computers in a marketing culture

to source acts and statutes

CCFO7:

Demonstrate an understanding of the world as a set of related systems:

in that marketing behaviours are interrelated to the overall success of the individual or team

CCFO8:

Be culturally sensitive across a range of social contexts so that all actions and decisions made pertaining to a marketing culture are acceptable to all stakeholders with broad cultural backgrounds so that the application of the code of conduct and ethics are acceptable to all stakeholders with broad cultural backgroundsContribute to the full personal development of each learner and the social economic development of society at large, by making it the underlying intention of any learning programme to make the individual aware of the importance of knowing that self improvement plays a key role in an individual's success

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.

Portfolio of Evidence: FETC Marketing Management NQF 4: SAQA ID 67464 US 252209 US 252216 US 252217

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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- Organise and manage oneself and one's activities responsibly and effectively

CCFO4- Collect, analyse, organise and critically evaluate information

CCFO5- Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written

presentation

CCFO6- Use science and technology effectively and critically, showing responsibility towards the environment and health of

others

CCFO7- Demonstrate an understanding of the world as a set of related systems by recognising that problem-solving contexts

do not exist in isolation

CCFO8- Be culturally sensitive across a range of social contexts so that all actions and decisions made 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.

Note: The marks shown merely gives you an indication of how much to answer on the question.

Knowledge Questions Individually complete the following:

Unit Standard Reference

1. Explain the purpose of a code of conduct: 252217.1.1

(5)

2. Identify and explain the principles of a code of conduct: 252217.1.2


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(3)

3. Explain the relationship between the code of conduct and successful marketing:

252217.1.3

(2)

4. Say whether the following statements regarding the implications the code of conduct and ethics has on an organisation are TRUE or FALSE:

252217.1.4

A Code of Ethics usually contains a Values Statement and a Code of Conduct


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A code of conduct is a list of rules and regulations

A code of conduct is not a comprehensive manual of applicable laws and legal regulations but rather shows how we operate within those laws and regulations

(3)

5. Explain how codes of conduct and ethics fit into a marketing organisation:

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(3)

6. List 3 guidelines which appear in your company`s / organisation`s code of conduct:

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(3)


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7. List 3 ethical issues which apply to marketing in an organisation and state how they should be handled ethically:

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Issue How to handle

(6)

8. Complete the following statement explaining the general purpose of a code of conduct by filling in suitable words from the list below:

Loyal Acceptable Gain Conducive

Loss Damage Success

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The purpose of a code of conduct is to develop and maintain a standard of

conduct/behaviour that is ____________________ to the company, its vendors,

customers and other employees.

Having an employee code of conduct protects your business from reputational

____________________ and financial ____________________ and informs

employees of expectations/requirements/rules, etc.

(3)

9. Say whether the following descriptions of the basic principles of a code of conduct are TRUE or FALSE:

252216.2.2


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Statement T/F

Personnel may discriminate against certain customers if the grounds are justified

Personnel may take part in unethical, improper or illegal conduct without punishment if they feel forced or compelled to

Managers and persons in supervisory roles are required to report allegations presented to them

(3)

10. Complete the following statements explaining the relationship between a code of conduct and successful marketing by filling in suitable words from the list below:

pride commitment

ethical positive integrity

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Those aware of the existence of an ethics code in their organisations perceived their

organisations as having more ____________________ values than those not aware of

an ethics code in their organisations

Employees exhibited higher levels of organisational ____________________ when

they were aware of an ethics code in their companies

(2)

11. Briefly explain the following aspects of the general marketing code of conduct:

252216.3.1

Clarity

Timeliness

Availability


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Disparagement

(4)

12. List the differences and similarities between ethics and code of conduct in the table below:

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Differences Similarities

(9)

13. List the 3 key laws that have the most impact on marketing activities in South Africa:

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(3)


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14. List 3 legal documents most commonly used in an organisation's marketing activities and briefly explain their uses in general terms:

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(6)

15. Identify the four key elements of marketing 252209.1.1

(4)

16. List the four basic market concepts (4Ps): 252209.2.2

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(4)

17. List the 2 basic marketing principles: 252209.2.2

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(4)

18. Explain how job satisfaction levels are enhanced by applying marketing principles

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(4)

19. Fill in suitable words from the list below to help create an understanding of communication principles and techniques:

Advertising Values Your organisation Services Products Any organisation Happy Information Motivated

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The focus of marketing principles, methods and techniques is to provide

____________________ about the organisation’s ____________________ and

____________________ in such a way to potential customers and clients that they will

be ____________________ to buy from your ____________________.

(5)

20. Fill in the missing words from the list below to describe written, verbal and visual presentation skills:

Effectively Inspiring Informative Written Efficiently Structured Communications Texts

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Presenting information clearly and ____________________ is a key skill to get your

message or opinion across and, today, presentation skills are required in almost every

field. ____________________ can be written, verbal or visual. Whatever format you

use, your communication must be well- ____________________, interesting and

____________________. (4)


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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 Ethics and Code of Conduct

Individually complete the following:

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Related EEKs CCFO1-8

You need to show that you can:

comply with legal requirements and organisational and professional codes of conduct

comply with organisational ethics

instil a personal marketing culture in yourself

Complete the following in your workplace:

1. Adhere to professional and organisational code of conduct. Complete the following:

a. Source and obtain the organisation’s code of conduct – submit this document

b. Read, study and explain the code of conduct- Highlight behaviours described in the code that would impact directly on marketing activities

c. Apply and implement the code of conduct - Ask your supervisor to observe you as you carry out marketing activities to determine if you demonstrate adherence to the code of conduct through compliant behaviour. S/he must complete the checklist below.

d. In a table, list 3 possible deviations from the professional and organisational code of conduct during marketing activities. Describe relevant remedial action to ensure compliance in each case.

2. Identify and understand the ethical issues in the marketing organisation. Complete the following:

a. Investigate the organisation's ethical culture by gathering at least 3 examples in the form of case studies of how the organisation treats breaches of ethics. Submit the case studies as evidence

3. Prepare marketing documentation which is compliant with legal requirements (Marketing documentation includes but is not limited to applications for leasing, HP, credit, sales contracts, offers to purchase, or any legal documents use by the candidate in carrying out his/her marketing tasks on behalf of the organisation). Complete the following tasks:

a. Submit 2 COMPLETED legal documents used in the course of marketing activities in your organisation. Your documents must:

be current and suitable for purpose

contain correct content, dates and signatures

be legally compliant


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4. Request your facilitator / 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

Comply with codes of conduct and legal requirements

Did the learner:

Yes/No Comments

1. Demonstrate adherence to the code of conduct through compliant behaviour?

2. Complete the 2 legal documents used in the course of marketing activities in your organisation correctly?

His/her documents must:




Facilitator / Supervisor Signature

Facilitator / Supervisor Name

5. Identify and define marketing. Complete the following tasks:

a. Submit a graph which puts marketing into context with other functions within your organisation

b. Prepare and deliver a verbal presentation of a case study which explains marketing to your supervisor, who will complete the checklist below.

6. Identify marketing principles and concepts. Complete the following tasks:

a. Prepare and deliver a verbal presentation in which you define marketing principles against accepted marketing definitions to your supervisor, who will complete the checklist below.

b. Your supervisor will observe you in the workplace to verify that your behaviour demonstrates a commitment to marketing principles

7. Explain the benefits of instilling a marketing culture in yourself. Complete the following tasks:

a. Your supervisor will observe you in the workplace to verify that you influence people in the organisation towards a marketing culture by applying the practices and concepts of marketing

b. Submit 2 case studies which describe how company competitiveness is ensured with all internal stakeholder involvement


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c. Summarise the benefits to both the organisation and customers as derived from the two case studies you have submitted

8. Persuade others of the benefits of a marketing culture. Complete the following tasks:

a. Prepare and deliver a presentation to interned co-workers. Your supervisor will observe your presentation and complete the checklist below. Your presentation must cover the following:

Explain the level of customer orientation and give at least 2 examples

Explain the value of customer orientation

Use at least 2 case studies to explain how marketing culture helps to meet interdepartmental objectives

9. Request your facilitator / 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

Instil a personal marketing culture

Did the learner:

Yes/No

Comments

1. Prepare and deliver a verbal presentation of a case study which correctly explains marketing?

2. Prepare and deliver a verbal presentation correctly defining marketing principles against accepted marketing definitions?

3. Demonstrate a commitment to marketing principles in the workplace?

4. Influence people in the organisation towards a marketing culture by applying the practices and concepts of marketing?

5. Prepare and deliver a presentation to interned co-workers?

The presentation must cover the following:





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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.

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. Adhere to professional and organisational code of conduct

a. Source and obtain the organisation’s code of conduct – submit this document

b. Read, study and explain the code of conduct- Highlight behaviours described in the code that would impact directly on marketing activities

c. Apply and implement the code of conduct - Ask your supervisor to observe you as you carry out marketing activities to determine if you demonstrate adherence to the code of conduct through compliant behaviour. S/he must complete the checklist below.

d. In a table, list 3 possible deviations from the professional and organisational code of conduct during marketing activities. Describe relevant remedial action to ensure compliance in each case

2. Identify and understand the ethical issues in the marketing organisation

a. Investigate the organisation's ethical culture by gathering at least 3 examples in the form of case studies of how the organisation treats breaches of ethics. Submit the case studies as evidence

3. Prepare marketing documentation which is compliant with legal requirements

a. Submit 2 COMPLETED legal documents used in the course of marketing activities in your organisation. Your documents must:




4. Supervisor feedback


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Practical Activity Submitted

Yes/No

Name of my document / Comments

a. Submit the completed checklist

5. Identify and define marketing

a. Submit a graph which put marketing into context with other functions within your organisation

b. Prepare and deliver a verbal presentation of a case study which explains marketing to your supervisor, who will complete the checklist below

6. Identify marketing principles and concepts

a. Prepare and deliver a verbal presentation in which you define marketing principles against accepted marketing definitions to your supervisor, who will complete the checklist below.

b. Your supervisor will observe you in the workplace to verify that your behaviour demonstrates a commitment to marketing principles

7. Explain the benefits of instilling a marketing culture in myself

a. Your supervisor will observe you in the workplace to verify that you influence people in the organisation towards a marketing culture by applying the practices and concepts of marketing

b. Submit 2 case studies which describe how company competitiveness is ensured with all internal stakeholder involvement

c. Summarise the benefits to both the organisation and customers as derived from the two case studies you have submitted

8. Persuade others of the benefits of a marketing culture

a. Prepare and deliver a presentation to interned co-workers. Your supervisor will observe your presentation and complete the checklist below. Your presentation must cover the following:




9. Supervisor checklist

a. Completed checklist

Learner Signature


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PERSONAL NARRATIVE

Answer the following questions based on your experience during the completion of this module. Discuss what you did well and what you would like to do differently.

What went well? What would I do differently?

1 I was able to identify and solve problems effectively throughout the various activities completed in

this module.

2 I was able to understand how different workplace activities have an impact on each other.

3 I was able to use new technology effectively in my daily tasks that I carried out.

4 I was able to communicate effectively with my team members and supervisors.

5 I was able to complete all my work in an organized and efficient manner.

6 Additional Comments

Learner Name: Signature

Facilitator Name: Signature

Date


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Witness Testimony

In the workplace, 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 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 supervisor also provides a short comment on the form:

Learner Name Date

Did the Learner: Yes No

1. Identify and define what is marketing?

2. Identify marketing principles and concepts?

3. Describe codes of conduct?

4. Adhere to professional and organisational code of conduct?

5. Identify and understand the ethical issues in the organisation?

6. Prepare marketing documentation which is compliant with legal requirements?

7. Explain the benefits of instilling a marketing culture in myself?

8. Persuade others of the benefits of a marketing culture?

9. Identify and solve problems related to the code of conduct or ethical issues?

10. Work effectively with others as a member of a team, group or organisation:

as a member of a marketing team to improve output?

in order to ensure that legal requirements are applied, documented and adhered to?

11. Organise and manage him/herself and his/her activities responsibly and effectively to reflect the ongoing development of own and future legal competence and compliance?

12. Collect, analyse, organise and critically evaluate information:

related to ethics and code of conduct so that these are accurately interpreted into behaviour standards?

which might hinder or enhance legal compliance?

13. Communicate effectively:

when persuading others of the benefits of a marketing culture?

with all stakeholders to ensure that all parties fully understand all legal obligations, procedures and processes?

14. Use science and technology effectively and critically:

in the orientation and persuasion of computers in a marketing culture?

to source acts and statutes?

15. Demonstrate an understanding of the world as a set of related systems in that marketing behaviours are interrelated to the overall success of the individual or team?

16. Be culturally sensitive across a range of social contexts:

so that all actions and decisions made pertaining to a marketing culture are acceptable to all stakeholders with broad cultural backgrounds?

so that the application of the code of conduct and ethics are acceptable to all stakeholders with broad cultural backgrounds?


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Learner Signature

Date


Did the Learner: Yes No

17. Contribute to the full personal development of each learner and the social economic development of society at large, by making it the underlying intention of any learning programme to make the individual aware of the importance of knowing that self improvement plays a key role in an individual's success?

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

Facilitator / Mentor Name:

Facilitator / Mentor Signature: Date:

Learner Signature: Date:


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Learner Signature

Date


Logbook

Complete this individually in your workplace. This logbook has been included to record all the time spent on learning and preparation for the assessment and other activities related to this programme:

Time spent in class (training)

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

Time spent applying the new knowledge and skills

The logbook should show that the learner has spent at least 120 hours in acquiring the required knowledge and skills of this programme:

o Identify and define what is marketing

o Identify marketing principles and concepts

o Describe codes of conduct

o Adhere to professional and organisational code of conduct

o Identify and understand the ethical issues in the organisation

o Prepare marketing documentation which is compliant with legal requirements

o Explain the benefits of instilling a marketing culture in myself

o Persuade others of the benefits of a marketing culture

Learner Name

Programme LP1: Marketing Ethics and Code of Conduct

Unit Standards

US 252209: Instil in oneself a personal marketing culture; NQF Level 4, 4 Credits US 252216: Comply with legal requirements and organisational and professional codes of conduct; NQF Level 4, 4 Credits US 252217: Comply with organisational ethics; NQF Level 4, 4 Credits

Activity Start Date Number

of Hours

Running Total No. of Hours

Sign Off by Supervisor / Manager / Mentor / Witness

Name & Surname

Relationship to Learner

Signature

Classroom training

Classroom training

Classroom training

Classroom training

Classroom training

Access the legal documents most commonly used in the organisation's marketing activities and identify their uses in general terms


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Learner Signature

Date



of Hours



Name & Surname


Signature

Identify legal documentation as current and suitable for purpose by studying the clarity of language and dates of publication

Complete and check legal documentation for content, dates and signatures (at least 2)

Research key laws related to marketing activities - describe their impact

Examine at least 2 legal documents, used in the organisational marketing activities, to ensure their compliance with the relevant legal requirements

Access the organisation’s code of conduct

Highlight the basic principles contained in the code of conduct

Highlight the items on the code of conduct which will lead to successful marketing in terms of their impact on business behaviour

Ask your supervisor to observe you to determine whether you demonstrate adherence to the code of conduct through compliant behaviour


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Learner Signature

Date



of Hours



Name & Surname


Signature

Identify possible deviations from the professional and organisational code of conduct and determine relevant remedial action to ensure compliance

Examine and explain the relationship between ethics and the code of conduct

Investigate the organisation's ethical culture through examples of how the organisation treats breaches of ethics

Access a code of conduct and write a summary explaining its purpose

Identify and explain the principles of the code of conduct you have accessed

Research the relationship between the code of conduct and successful marketing

Research the implications the code of conduct and ethics has on an organisation

Source and obtain a marketing code of conduct

Read, study and give a written explanation of the code of conduct


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Learner Signature

Date



of Hours



Name & Surname


Signature

Write a paragraph explaining how you would apply and implement the code of conduct

Write a paragraph explaining how you would identify deviations from the code and take remedial action to comply

Identify and list ethical issues in a marketing context

Explain the ethical issues identified to a colleague

Write a paragraph explaining how you would cct upon and apply ethical issues

Write a paragraph explaining how you would identify deviations from ethical issues and take remedial action to comply

Research key elements of marketing and find at least 2 examples

Draw a graph putting marketing into context with other functions within the organisation

Explain marketing in a given case study verbally to your supervisor or a colleague


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Learner Signature

Date



of Hours



Name & Surname


Signature

Research the components of the marketing concept against accepted marketing definitions

Define marketing principles against accepted marketing definitions verbally to your supervisor or a colleague

Demonstrate a commitment to marketing principles in the workplace

Influence people in the organisation towards a marketing culture by applying the practices and concepts

Find at least 2 case studies describing how company competitiveness is ensured with all internal stakeholder involvement

Research how job satisfaction levels are enhanced by applying marketing principles

Find at least two case studies that explain the benefits to both the organisation and customers

Research and explain the level of customer orientation – find at least 2 examples


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Learner Signature

Date



of Hours



Name & Surname


Signature

Explain the value of customer orientation verbally to interned co-workers

Find at least two case studies that explain how marketing culture helps to meet interdepartmental objectives

Other related workplace activities:


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Learner Signature

Date


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 LP1: Marketing Ethics and Code of Conduct

Unit Standards

US 252209: Instil in oneself a personal marketing culture; NQF Level 4, 4 Credits US 252216: Comply with legal requirements and organisational and professional codes of conduct; NQF Level 4, 4 Credits US 252217: Comply with organisational ethics; 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

252209.1 252209.2

252209 EEK3

Class Activity 2

252216.2 252216.3 252217.1 252217.2

252217 EEK1 252217 EEK3

Class Activity 3

252216.4 252217.3

252217 EEK2

Class Activity 4

252216.1 252216 EEK1 252216 EEK2 252216 EEK3

Class Activity 5

252209.3 252209.4

252209 EEK1 252209 EEK2

Reflection

252209 252216 252217

Facilitator Observation Checklist

252209 252216 252217

Summative - Knowledge Questions


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Learner Signature

Date




Question 1 252217.1.1

Question 2 252217.1.2

Question 3 252217.1.3

Question 4 252217.1.4

Question 5 252217 EEK3



Question 8 252216.2.1

Question 9 252216.2.2

Question 10 252216.2.3

Question 11 252216.3.1

Question 12 252216.4.1

Question 13 252216.1.4

252216 EEK2

Question 14

252216.1.1 252216 EEK1 252216 EEK3

Question 15 252209.1.1

Question 16 252209.2.1

Question 17 252209.2.2

252209 EEK3

Question 18 252209.3.3


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Learner Signature

Date






Summative – Practical Activities

Practical Activity

252209 252216 252217

Related EEKs CCFO1-8

As per the Practical Activity Checklist:

Summative – Witness Testimony

Witness Testimony 1

252209 252216 252217

Summative – Logbook

Logbook

252209 252216 252217

Learner Name:

Learner ID#:

Learner Signature:

Date

Facilitator Name:

Facilitator Signature:

Date


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Learner Signature

Date


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

Documents

Formative Assessment MARKETING ETHICS AND CODE OF …