SIRXMER002A - Co-Ordinate Merchandise Presentation

Embed Size (px)

Citation preview

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    1/25

    Certificate IIIin

    Retail

    Learning and Assessment Material

    SIRXMER002A

    CO-ORDINATE MERCHANDISEPRESENTATION

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page i of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    2/25

    Contents

    What are promotional activities? 3

    Types of promotions 4

    Why use promotional activities? 5

    Using advertisements 6

    When to use advertising 6

    Which medium? 6

    What message? 7

    Targeting your audience 9

    When to advertise? 9

    How much advertising? 10

    Sales promotion 11

    Promotional products 12

    Visual Display Tips 12

    Visual Display Tool Box 12

    Take time to plan the display. 13

    Elements of Effective Visual Merchandising13

    Pricing 14

    Questions involved in pricing 14

    What a price should do 15

    Definitions 16

    TRAINING AND ASSESSMENT ACTIVITIES AND QUESTIONS........................................................................................18

    Assessment task 19

    ASSESSMENT MODE A - Oral questioning 20

    ASSESSMENT MODE B - Skills observation checklist............................................................................................. .......21

    Off-the-Job Training Log 23

    Participant survey of materials 24

    Suggested Answers 25

    Hinson Institute of Training

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page ii of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    3/25

    SIRXMER002A CO-ORDINATE MERCHANDISEPRESENTATION

    Element of competency:

    1. Coordinate merchandise presentation and display2. Implement merchandise pricing

    What are promotional activities?

    Broadly speaking, promotional activities are marketing tools that aim to raisethe profile a product or service in the eyes of the targeted customer. There area variety of promotional activities you can undertake to promote a product or

    service. Key promotional activities include:

    Advertising;

    Media announcements;

    Product launches;

    Client functions;

    Employee functions;

    Sales promotion;

    And

    Intemet/website publishing.

    These different types of promotional activities are described in detail in thefollowing pages.Promotional activities can be relatively simple. For example, a beauty salonmight distribute fliers in their local area which offer a 10 percent discount onbeauty services.

    Alternatively, they can be large and involved campaigns, which require carefulplanning and coordination with all areas of a business. For example, thelaunch of a new brand of cereal might involve an advertising campaignsupported by in-store sampling and displays, and special packaging anddiscounting.

    The type of promotional activities you choose will be determined by theobjectives of the promotion, the type of product and its position in the market,and organisational requirements, including timing, budget, and industry codes

    of practice.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 3 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    4/25

    Types of promotions

    There is a huge array of promotional activities you can choose from, from thehumble letterbox flier to skywriting, and everything in between. The followingis a list of promotional activities and tools with which you may already befamiliar:

    Brochures and newsletters

    Cash back incentives

    Celebrity endorsements

    Com petitions

    Conferences and seminars

    Coupons

    Direct mail-outs

    Discounts

    Exhibition displays

    Free gifts

    Free trials

    In-store marketing materials

    Loyalty card schemes

    Media advertising

    Media stories

    Money back guarantees

    Newspaper stories

    Open days

    Other advertising

    Personal networking

    Point of sale advertising

    Presentations

    Product demonstrations

    Product launches

    Product sampling

    Sales force promotions

    Show bags Special packaging

    Sponsorships

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 4 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    5/25

    Taste tests

    Two-for-one specials

    Websites and mailing lists

    The main types of promotional activities are discussed in the followingsections.

    Depending on the needs of your organisation, you may choose to use someor all of these activities to promote a product or service. While not allpromotional activities are right for all products and services, or for allsituations, by using different activities in combination, you can create acustomised promotions strategy to meet your organisations needs andobjectives.

    Deciding which type of promotions to use depends largely on the outcomesyou want, the target audience, the type of product or service, how the productis distributed, and what your budget is.

    Why use promotional activities?

    Promotional activities are primarily methods of communicating ideas aboutyour product or service to your potential customers. You can use promotionsto:

    Introduce a new product or service to the market

    Provide information about a product or service

    Differentiate your product or service from that of your competitors

    Create or reinforce an image

    Create a need for a product or service

    Increase brand awareness

    Change customer attitudes

    Encourage sales.

    You will note that encouraging sales is shown as the last item in this list. Manypeople assume that increasing sales is the only goal of promotional activities.

    While it is fair to say that this is true of the overall marketing effort, in mostorganisations (exceptions being organisations which promote behaviouralchange, such as political or social organisations), it is not necessarily true ofindividual promotional activities.

    For example, you might use a direct mail promotion to inform customers of a

    change of address. The primary aim of this promotion is to inform, not to sell.However, by telling your customers where they can find you, and remindingthem about your product or service, it is likely to have a secondary effect ofencouraging future sales.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 5 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    6/25

    Similarly, if you were trying to sell diet yogurt to a wider customer base, but itwas perceived as inferior quality to normal yogurt by your target audience,simple discounting or sales promotion aimed primarily at increasing sales maynot be effective.

    In this case, you could use promotions such as product sampling and

    advertising that highlights the creamy qualities or good taste of the product(provided the product can stand up to the claims!). The primary aim herewould be to change customer attitudes, and have a flow on effect on sales.

    Using advertisements

    Advertising is one of the most important and best known elements in apromotional campaign. It covers a wide range of communication channels,and gives you the opportunity to reach a large number of people.

    Good advertising can be expensive, so its vital that you get the message,medium and target audience right, otherwise your efforts, and money, can bewasted. The objectives of advertisements should be spelled out in thepromotions plan, and fit in with the overall marketing strategy.

    When to use advertising

    Advertising of some sort is almost always included in any promotional

    campaign, generally in combination with other promotional elements. Becauseadvertising encompasses so many communication channels, and providesyou with the ability to say almost anything to almost any subset of potentialcustomers, it has enormous potential.

    For a product launch, you may use billboard or magazine advertising beforethe general release of a product to act as a teaser, and then provideadditional information when the product is released.

    During the life of the product or service, you might use advertising in atelephone directory to help customers find you, run a television advertisement

    to reinforce the image and positioning of the product, and use direct mail todevelop sales leads.

    Which medium?

    Once you have decided to advertise, you need to decide which advertisingmedium to use. There are a great many advertising options available,including:

    Billboards Brochures BusesCinema Coasters Direct mail

    Fliers Postcards Magazines

    Newspapers Packaging Phone directories

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 6 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    7/25

    Posters Radio Skywriting Sports fields

    Step ads Transport vehicles Television

    Websites

    The decision on which type of advertising to use will depend largely on thetype of message you are trying to convey, who you are trying to reach, andhow much money you have to spend. It will also depend on the current status

    of the product, and levels of customer awareness.

    The size and complexity of the advertising message can also have an impacton the advertising medium you choose. For example, a complex informationalmessage may not be able to be adequately conveyed on the side of a bus,but may be better suited to a large newspaper advertisement.

    What message?

    Another important consideration for advertising is what message you want toconvey. At a high level, advertising messages can be:

    Informationalprovide information to the customer.

    Inspirationalassociate an image or status with the product.

    Transformationalprovoke a response or change in behaviour.

    For all three message types, a common feature is brand awareness. All

    advertising aims to increase the ability of a customer to recall or recognise abrand. However, the way this is done varies based on your product, audienceand objectives.

    Informational messages

    Informational messages provide information about a product or service to thetarget audience.

    The information may be related to the features and benefits of the product, thedetails of an upcoming sale, the arrival of new stock, new location details, orspecial offers. However, informational messages are not merely the hard factsabout your product or service.

    You can also use informational messages to persuade potential customersthat they have a need for a particular product or service. For example, bydescribing how a toilet-cleaning product can kill germs (with its antibacterialformula) you are informing a customer why they might need that type ofproductand that your product is able to meet that need.

    Informational messages need not be complexin fact, the less complex the

    more likely their rate of success, particularly if the target audience will only beexposed to the advertisement for a short period of time. Short, repetitive (evenannoying!) advertisements are typical of this type of message, as they aresuccessful in getting the customer to identify the message and brand.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 7 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    8/25

    If your target audience is highly literate and will be exposed to anadvertisement for a longer period, you can increase the level of content in aninformational advertisement. For example, billboards at train stations and

    some newspaper advertisements have used detailed information to promoteeverything from cars and investment products, to fundraising appeals forcharities. However, even in these situations, you should keep the coremessage simple, and only include information that supports it.

    Inspirational messages

    Inspirational messages aim to associate a product or service with a particularimage or status. These messages aim to position the brand in the market, andshape customer attitudes towards it.

    The content of these messages is less likely to be informative; instead theywill try to create an image that the customer will relate to.

    For example, advertisements for luxury cars tend to be inspirational. To dothis, they often use images of wealthy beautiful people living desirablelifestyles. Cheaper vehicles aimed at younger people will focus more on funand sexy images.

    These advertisements are not informationalthey dont need to be. Thetarget audience already knows what a car is for and why they would needone. The focus here is to associate these desirable lifestyles with the brand,increasing its perceived value to the customer.

    Transformational messages

    Transformational messages are designed to create a response from the targetaudience. A response might be to call a hotline, visit a showroom, give tocharity, or take advantage of a special offer.

    Transformational messages are almost always a call to action (e.g. Phonenow!). While many advertisements include some sort of call to action, for

    transformational messages this is the primary message.

    Transformational messages are particularly effective when a product orservice (and its brand) is already familiar to the target audience. In thesecases the advertisement uses the collateral of the prior knowledge, togetherwith the call to action, in an effort to make the customer respond.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 8 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    9/25

    Targeting your audience

    When you are selecting where to advertise, it is tempting to think that themore people are exposed to the advertisement, the more customers you willget. If you take this view, you may end up spending too much time (andmoney) trying to reach people who are unlikely to ever become yourcustomers.

    Before you start planning advertisements, think carefully about who is in yourtarget audience and tailor your advertisements to them. You are more likely tohave success with an ad specifically aimed at a smaller number of peoplewho are within your target demographics than you will if you try to cast the nettoo wide.

    For example, your local Chinese restaurant would be better off targeting local

    customers using letter-box drops, and advertising in local papers or oncommunity radio, than taking out expensive advertisements in a food orrestaurant magazine that is distributed nationally.

    To select an appropriate advertising campaign you should consider:

    Who is your target audience?

    What magazines and newspapers do they read?

    What television channels and programs do they watch?

    Which radio stations do they listen to?

    Are they interested by the image your product projects?

    What are their values?

    By looking closely at your target audiences habits, you are more likely tochoose a medium and message that is successful.

    When to advertise?

    As with any part of a promotional campaign, the timing of your advertisingshould correspond with the purchasing habits of your target audience, andwith your distribution and supply capabilities.

    In addition, you need to select the timing for exposure of individualadvertisements carefully to coincide with the habits of your target audience.For example, if your product is childrens toys, television advertisementsshould coincide with childrens programs.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 9 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    10/25

    How much advertising?

    The amount of advertising you use will be largely dictated by your budget;however, there are other considerations when deciding how much toadvertise.

    First, it is usually ineffective to run a single newspaper, magazine, televisionor radio advertisement. To be effective, ads need to be seen or heard multipletimes to make an impact in an advertising-saturated world.

    (An exception is ads that appear in a directory service, such as the YellowPages. In this case customers have already identified their need for theproduct, and are actively seeking information about it.)

    Secondly, the main sales method should be taken into account.

    If your product needs to complete with many similar productsin a self-serveenvironment with little or no sales support, for exampleadvertising will beimportant. Supermarket items are a good example of this. For these products,you will generally focus on increasing brand recognition; that is, the ability ofthe customer to distinguish your product from other brands. This type ofadvertising generally requires less processing by the viewer; so shortmessages in low- frequency media (television, magazines, transport vehicles,etc) are suitable.

    However, if most of your sales are generated through face-to-face, or

    personal, selling, there may be less of a requirement for your organisation toadvertise the product. Companies selling customised services are a goodexample of this. These types of companies could use general feel goodadvertising for the company itself, as part of its public relations effort.

    Also, the amount of advertising required will depend on whether the audienceis already familiar with the product, and the buying patterns that are prevalentin the industry.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 10 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    11/25

    Sales promotion

    Sales promotion refers to marketing activities that add to the basic value of aproduct or service, encouraging people to buy.

    Sales promotions are directly aimed at increasing the sales of a specific

    product or service. They do not particularly aim to increase brand recognition,or change attitude. Examples of sales promotions include:

    Product coupons Sales force incentives

    Trade deals Two-for-one offers

    These types of promotions can be used to:

    Clear stock;

    Boost sales in the short term;

    Encourage customers to try a new product; and

    Tempt customers to switch from a competitors product.

    Sales promotions can target customers, suppliers, or even the sales force,through the use of special incentives. Customer sales promotions encouragecustomers to buy the product by discounting it, or through special offers, oraim to increase the customers spend by offering a discount for larger

    purchases (e.g. upsizing).

    Sales promotions aimed at suppliers and trade work in a similar way, and mayinclude discounts for making large purchases or committing to longercontracts. Some companies offer suppliers free or discounted operationalequipment (e.g. soft drink fridges) that display the brand logo. This not onlyhelps the supplier save money on operating costs, it also works to promotethe product at the point of sale. Common examples of these types ofpromotions include:

    Run out sales designed to clear old models of vehicles in preparation

    for the arrival of new models.

    Buy one, get one free offers.

    Mums night out restaurant deals, where the mother eats free,provided that the rest of the family pays for meals.

    Value offers, for example, getting 20 percent extra for the same price.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 11 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    12/25

    Promotional products

    Aside from product samples, many promotions require additional promotionalproducts. These may include:

    Posters and promotional display materials;

    Gifts and novelty items, such as pens, water bottles, stationery, mousemats, badges, stickers, hampers, show bags, etc., printed with thecompany logo and/or promotional message;

    Special uniforms;

    Sales and training materials; and

    Brochures.

    The type of products you require depends on the promotion itself, butremember to plan ahead and include the time and cost involved in purchasingthese products in your action plan.

    Visual Display Tips

    If your store front is fortunate enough to feature one or more windows, then

    you have one of the most proven (and least expensive) forms of advertising atyour disposal. A creative display can draw the customer in, promote a slow-moving product, announce a sale, or welcome a season. Some stores locatedin a mall or other structure may lack windows, but don't despair. There aremany places throughout the store to build beautiful displays.

    Visual Display Tool Box

    Before designing a product display, put together a visual display tool box to

    keep on hand. By having all of these items in one location it will save time inactually preparing the display.

    Scissors, Stapler, Two-Sided Tape, Pins

    Hot glue sticks and glue gun

    Monofilament Fishing Line

    Tape Measure

    Razor Blade/Utility Knife

    Hammer, Nails, Screwdriver, Screws

    Notepad, Pencil, Marker

    Signage, Sign Holders Glass Cleaner/Paper Towels

    Props (Non-merchandise Items)

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 12 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    13/25

    Take time to plan the display.

    Consider what you want to accomplish, develop a budget and determine acentral theme. You may even want to sketch your display on paper. Gatheryour visual display tool box, the merchandise and any props. Make sure allmaterials and location (tables, windows, racks) are clean. Choose a slow timeof the day or build the display after hours.

    Elements of Effective Visual Merchandising

    Balance: Asymmetrical rather than symmetrical balance with thedisplay.

    Size of Objects: Place the largest object into display first.

    Colour: Helps set mood and feelings.

    Focal Point: Where product and props/signage and background cometogether.

    Lighting: Should accent focal point, if possible.

    Simplicity: Less is more so know when to stop and don't add too manyitems.

    Once the display is finished, add appropriate signage. Take photos of thedisplay and keep record of the product sales during the display's existence.Save your information in a file folder for easy reference. By documenting itssuccess, you can re-create the display next year or if it flops, you can makesure you don't repeat the same mistakes.

    Your local community may have individuals or visual merchandisingcompanies you can hire to dress your window, but if you're concerned withsaving money, these tips will help you create an attractive display. Like anyother aspect of retailing, creating an attractive display takes skill and lots oftrial and error. As your store changes, so will your opportunities for visualdisplays. Keep working at designing eye-catching and innovative ways tomake your retail store profitable through visual merchandising.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 13 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    14/25

    Pricing

    Pricing is one of the four p's of the marketing mix. The other three aspects areproduct management, promotion, and place. It is also a key variable inmicroeconomic price allocation theory.

    Pricing is the manual or automatic process of applying prices to purchase andsales orders, based on factors such as: a fixed amount, quantity break,promotion or sales campaign, specific vendor quote, price prevailing on entry,shipment or invoice date, combination of multiple orders or lines, and manyothers. Automated systems require more setup and maintenance but mayprevent pricing errors.

    Questions involved in pricing

    Pricing involves asking questions like:

    How much to charge for a product or service? While this is the waymost businesses think about pricing, since it focuses on what thebusiness sells, the real question is how much do customers value whatthey are buying?

    What are the pricing objectives?

    Do we use profit maximization pricing?

    How to set the price?: (cost-plus pricing, demand based or value-basedpricing, rate of return pricing, or competitor indexing)

    Should there be a single price or multiple pricing?

    Should prices change in various geographical areas, referred to aszone pricing?

    Should there be quantity discounts?

    What prices are competitors charging?

    Do you use a price skimming strategy or a penetration pricing strategy?

    What image do you want the price to convey?

    Do you use psychological pricing?

    How important are customer price sensitivity and elasticity issues?

    Can real-time pricing be used?

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 14 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    15/25

    Is price discrimination or yield management appropriate?

    Are there legal restrictions on retail price maintenance, price collusion,or price discrimination?

    Do price points already exist for the product category?

    How flexible can we be in pricing? : The more competitive the industry,the less flexibility we have.

    The price floor is determined by production factors like costs (often onlyvariable costs are taken into account), economies of scale, marginalcost, and degree of operating leverage

    The price ceiling is determined by demand factors like price elasticityand price points

    Are there transfer pricing considerations?

    What is the chance of getting involved in a price war?

    How visible should the price be? - Should the price be neutral? (ie.: notan important differentiating factor), should it be highly visible? (to helppromote a low priced economy product, or to reinforce the prestigeimage of a quality product), or should it be hidden? (so as to allowmarketers to generate interest in the product unhindered by priceconsiderations).

    Are there joint product pricing considerations?

    What are the non-price costs of purchasing the product? (eg.: traveltime to the store, wait time in the store, disagreeable elementsassociated with the product purchase - dentist -> pain, fish market ->smells)

    What sort of payments should be accepted? (cash, cheque, credit card,barter)

    What a price should do

    A well chosen price should do three things:

    Achieve the financial goals of the firm (eg.: profitability)

    Fit the realities of the marketplace (will customers buy at that price?)

    Support a product's positioning and be consistent with the other

    variables in the marketing mix

    Price is influenced by the type of distribution channel used, the type ofpromotions used, and the quality of the product

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 15 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    16/25

    Price will usually need to be relatively high if manufacturing is expensive,distribution is exclusive, and the product is supported by extensive advertisingand promotional campaigns

    A low price can be a viable substitute for product quality, effective promotions,or an energetic selling effort by distributors

    From the marketers point of view, an efficient price is a price that is very closeto the maximum that customers are prepared to pay. In economic terms, it is aprice that shifts most of the consumer surplus to the producer.

    Definitions

    The effective price is the price the company receives after accounting fordiscounts, promotions, and other incentives.

    Price lining is the use of a limited number of prices for all your productofferings. This is a tradition started in the old five and dime stores in whicheverything cost either 5 or 10 cents. Its underlying rationale is that theseamounts are seen as suitable price points for a whole range of products byprospective customers. It has the advantage of ease of administering, but thedisadvantage of inflexibility, particularly in times of inflation or unstable prices.

    A loss leader is a product that has a price set below the operating margin.This results in a loss to the enterprise on that particular item, but this is donein the hope that it will draw customers into the store and that some of thosecustomers will buy other, higher margin items.

    Promotional pricing refers to an instance where pricing is the key element ofthe marketing mix.

    The price/quality relationship refers to the perception by most consumers thata relatively high price is a sign of good quality. The belief in this relationship ismost important with complex products that are hard to test, and experientialproducts that cannot be tested until used (such as most services). The greaterthe uncertainty surrounding a product, the more consumers depend on theprice/quality hypothesis and the more of a premium they are prepared to pay.The classic example of this is the pricing of the snack cake Twinkies, which

    were perceived as low quality when the price was lowered. Note, however,that excessive reliance on the price/quantity relationship by consumers maylead to the raising of prices on all products and services, even those of lowquality, which in turn causes the price/quality relationship to no longer apply.

    Premium pricing (also called prestige pricing) is the strategy of pricing at, ornear, the high end of the possible price range. People will buy a premiumpriced product because:

    1. They believe the high price is an indication of good quality;

    2. they believe it to be a sign of self worth - "They are worth it" - Itauthenticates their success and status - It is a signal to others that theyare a member of an exclusive group; and

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 16 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    17/25

    3. They require flawless performance in this application - The cost ofproduct malfunction is too high to buy anything but the best - example :heart pacemaker

    The term Goldilocks pricing is commonly used to describe the practice ofproviding a "gold-plated" version of a product at a premium price in order to

    make the next-lower priced option look more reasonably priced; for example,encouraging customers to see business-class airline seats as good value formoney by offering an even higher priced first-class option.

    Similarly, third-class railway carriages in Victorian England are said to havebeen built without windows, not so much to punish third-class customers (forwhich there was no economic incentive), as to motivate those who couldafford second-class seats to pay for them instead of taking the cheaperoption.

    The name derives from the Goldilocks story, in which Goldilocks chose neither

    the hottest nor the coldest porridge, but instead the one that was "just right".More technically, this form of pricing exploits the general cognitive bias ofaversion to extremes.

    Demand-based pricing is any pricing method that uses consumer demand -based on perceived value - as the central element. These include:

    Price skimming,

    Price discrimination and yield management,

    Price points,

    Psychological pricing,

    Bundle pricing,

    Penetration pricing,

    Price lining,

    Value-based pricing,

    Geo

    And

    Premium pricing.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 17 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    18/25

    SIRXMER002A CO-ORDINATE MERCHANDISEPRESENTATION

    TRAINING AND ASSESSMENT ACTIVITIES AND QUESTIONS

    The Trainee will be required to demonstrate competence on the job, inpractical demonstration; observation, question/answer and role-playsituations, incorporating verbal questions and written work, includingcompleting workplace forms, either to the RTO Trainer or Supervisor, under

    the guidance of the RTO Trainer.

    Element of competency:1. Coordinate merchandise presentation and display2. Implement merchandise pricing

    1. What are promotional activities?

    2. What determines the kind of promotional activity to be used?

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 18 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    19/25

    3. How should you time your advertising?

    4. What does promotional pricing refer to?

    Assessment task

    Provide your workplace assessor with a detailed written report that identifieshow you have:

    Coordinated a merchandise presentation and display

    Implemented merchandise pricing

    You may like to prepare a portfolio of your merchandising works to assist yourassessor with assessment of this unit.

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 19 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    20/25

    ASSESSMENT MODE A - Oral questioning

    Trainee name:

    Name of Workplace:

    RTO Trainer name:

    Unit/s of competency: SIRXMER002A

    Unit Name: CO-ORDINATE MERCHANDISE PRESENTATION

    Date of training/assessment visit:

    Instructions: In addition to written answers provided above, the trainee is required toprovide verbal answers to the following questions that will be asked by the RTO Trainer.Read the questions prior to the Trainers visit, and be prepared to answer them, obtaininghelp where necessary.

    Did the trainee satisfactorily answer the following questions: Yes No

    1. What are promotional activities?

    2. What determines the kind of promotional activity to be used?

    3. How should you time your advertising?

    4. What does promotional pricing refer to?

    5. What should you consider before constructing displays?

    6. How do you ensure that promotional stock is replenished?

    The trainees underpinning knowledge was:

    Satisfactory Not Satisfactory

    Notes/comments :

    Question 1:

    Question 2:

    Question 3:

    Question 4:

    Question 5:

    Question 6:

    RTO Trainer signature:

    Trainee signature:

    Date of assessment:

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 20 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    21/25

    ASSESSMENT MODE B - Skills observation checklist

    Trainee name:

    Name of workplace:

    RTO Trainer name:

    Unit/s of competency: SIRXMER002A

    Unit Name: CO-ORDINATE MERCHANDISE PRESENTATION

    Date of training/assessment visit:

    During the demonstration of skills, did the trainee: Yes No N/A

    Items to be advertised/promoted, identified according to storemerchandising policy.

    Promotions or special events planned, coordinated and evaluated asdirected by management.

    Construction and maintenance of displays planned and supervised inorder to achieve balance and visual impact.

    Staff informed of store display standards/ requirements.

    Staff informed of occurrence and timing of promotions and specialevents.

    Product/service display information accurately depicts product/servicebeing promoted.

    Displays are completed according to required time schedule, withminimum disruption to customer service and traffic flow.

    Displays constructed and maintained in a safe, secure manner.

    Replenishment of merchandise and rotation of stock on store displaysregularly monitored and action taken as required.

    Staff informed of appropriate timing for dismantling and disposal of

    displays.

    Merchandise presentation evaluated against sales turnover and storepresentation standards.

    Management provided with feedback in regard to improvement of storemarketing and promotional activities.

    Store policies and procedures implemented in regard topricing/ticketing.

    Current prices for products and services identified and amendedaccording to store policy.

    Team members informed of both price changes and current pricingpolicies.

    The trainees performance was: Not Satisfactory Satisfactory

    Feedback to trainee:

    - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

    Trainee signature:

    RTO Trainer signature:

    I confirm competence for this unit SIRXMER002A _________________(Manager signature)

    _________________(Date)

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 21 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    22/25SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 22 of 25

    C O M P E T E N C Y R E C O R D - SIRXMER002A

    After assessment the assessor, the supervisor and participant should sign the competency record. If competency is not achieved at the first attempt, strategies toaddress the performance gaps need to be identified and a time for re-assessment organized.

    Assessor Comments

    _____________________________________________

    _____________________________________________

    _____________________________________________

    _____________________________________________

    _____________________________________________

    _____________________________________________

    Valid Sufficient Authentic Current

    The participant is competent has shown competence in all of the followingelements:

    Coordinate merchandise presentation and display

    Implement merchandise pricing

    _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D A T E _ _ _ _ _ _ _ _ _

    _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D A T E _ _ _ _ _ _ _ _ _

    _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D A T E _ _ _ _ _ _ _ _ _

    D A T E F O R R E A S S E S S M E N T : _ _ _ _ _ _ _ _ _ _ _

    Assessment Strategies

    C U R R E N T C O M P E T E N C I E S

    Oral/written questions

    Activities

    Workplace project

    Supervisor/3rd party report

    Self-Assessment

    Other

    The evidence supplied is:

    Trainee Signature:

    Supervisor Signature:

    Trainer Signature

    The Trainee isNOT YET COMPETENT:

    Strategies to address gaps intrainee performance:

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    23/25

    Off-the-Job Training Log

    Trainee Name:____________________________________ Supervisor signature:_________________________________

    Company: __________________________________________________________________ Date:______/______/200____

    Certificate: II III IV in

    Business (Office Admin/Admin) Civil Construction Extractive Industries Food Processing

    Hospitality Process Manufacturing Retail Operations TDT (Road Transport)

    TDT (Warehousing) Telecommunications (Call Centres) _________________

    List below the times allocated to Off-the-Job training for: SIRXMER002A Co-ordinate merchandise presentation

    DateActivity

    code Duration DateActivity

    code Duration DateActivity

    code Duration DateActivity

    code Duration

    Activity Code1. Read self-paced guides 2. Developed knowledge of use and safety requirements3. Met with Workplace Coach 4. Worked on assessment tasks5. Discussion on phone 6. Discussed assessment tasks7. Researched store policy and procedures 8. Researched legislative requirements9. Researched workplace policies and procedures 10. Researched industry codes of practice11. Observed other staff member/s co-ordinating presentations 12. Performance appraisal13. Other research 14. Read relevant industry publications15. Staff training 16. Talking to the supervisor 17. Complete appropriate paperwork relevant to task 18. Other: (specify) __________________________________________

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 23 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    24/25

    Participant survey of materials

    Unit code: SIRXMER002A Unit name: Co-ordinate merchandise presentation

    Date..

    Instructions:

    Please complete the questionnaire by circling the one number that best describes your answer to eachquestion. Please read each question carefully. For mailed surveys, place the completed questionnaire inthe enclosed reply paid envelope and post it back within seven days

    Q1. Thinking in general about the material you were given for this unit, how would yourate it overall?

    Circle only one answerPoor .... 1Fair .. 2Good ... 3Very Good .. 4Excellent ..... 5Dont know ........ 6

    Q2. How strongly do you agree or disagree with the following statements about the unitmaterial?

    Circle one answeronly for each statement

    StronglyDisagree

    Disagree

    NeitherAgreenor

    Disagree

    Agree

    StronglyAgree

    Dontknow/

    NA

    a. The layout of the reading material made it easy to use/read 1 2 3 4 5 6b. The layout of the assessment material made it easy to use/read 1 2 3 4 5 6

    c. The font size of the material was large enough 1 2 3 4 5 6

    d. The reading material assisted me to complete the assessment 1 2 3 4 5 6

    e. The material was easy to understand 1 2 3 4 5 6

    f. The graphics/pictures were useful 1 2 3 4 5 6

    g. The graphics/pictures were sufficient in number 1 2 3 4 5 6

    h. The graphics/pictures were legible 1 2 3 4 5 6

    i. The materials was free from typing errors 1 2 3 4 5 6

    j. The material was relevant to my job/workplace 1 2 3 4 5 6

    Comments: Please expand on the above points if you rated any of them less than 3

    SIRXMER002A Co-ordinate merchandise presentation January 2008 Version 1 Page 24 of 25

  • 7/28/2019 SIRXMER002A - Co-Ordinate Merchandise Presentation

    25/25

    ______________________________________________________________________________

    ______________________________________________________________________________

    ______________________________________________________________________________

    Suggested Answers

    SIRXMER002A Co-ordinate merchandise presentation

    1. What are promotional activities?

    Broadly speaking, promotional activities are marketing tools that aim to raise the profile aproduct or service in the eyes of the targeted customer. There are a variety of promotional

    activities you can undertake to promote a product or service.

    2. What determines the kind of promotional activity to be used?

    The type of promotional activities you choose will be determined by the objectives of thepromotion, the type of product and its position in the market, and organisationalrequirements, including timing, budget, and industry codes of practice.

    3. How should you time your advertising?

    As with any part of a promotional campaign, the timing of your advertising should

    correspond with the purchasing habits of your target audience, and with your distributionand supply capabilities.

    4. What does promotional pricing refer to?

    Promotional pricing refers to an instance where pricing is the key element of the marketingmix.