- CUEMAR03B - Undertake marketing activities
Assessor Resource
CUEMAR03B
Undertake marketing activities
Assessment tool
Version 1.0
Issue Date: May 2024
Not applicable.
This unit describes the skills and knowledge required to co-ordinate a range of marketing and promotional activities with some limited short term planning. This role may be undertaken by dedicated marketing personnel or by others for whom marketing forms only a part of the job role. Longer term, more strategic planning is covered in the unit THHGLE12B - Develop and manage marketing strategies. This unit equates to the unit THHGCS07B - Co-ordinate marketing activities in the Tourism and Hospitality Training Packages.
This unit describes the skills and knowledge required to co-ordinate a range of marketing and promotional activities with some limited short term planning. This role may be undertaken by dedicated marketing personnel or by others for whom marketing forms only a part of the job role. Longer term, more strategic planning is covered in the unit THHGLE12B - Develop and manage marketing strategies. This unit equates to the unit THHGCS07B - Co-ordinate marketing activities in the Tourism and Hospitality Training Packages
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Prerequisites
Not applicable.
Employability Skills
Not applicable.
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
Underpinning skills and knowledge
Assessment must include evidence of the following knowledge and skills:
key marketing principles
in-depth knowledge of organisation's products/services
industry and market knowledge, including customer trends and preferences, and industry marketing and sales networks, including e-business options
knowledge of sales and marketing principles and ability to interpret a marketing plan
general knowledge of a range of promotional activities and accessibility issues that need to be considered, e.g. layout of materials to assist the visually-impaired
legal issues that impact on the planning and organisation of marketing activities
planning and organisational skills in relation to marketing activities
report writing skills for the development of marketing reports.
Linkages to other units
This unit has linkages to a range of other units and combined assessment and or training with those units may be appropriate, for example:
CUEMAR02B - Undertake market research.
Critical aspects of evidence
The following evidence is critical to the judgement of competence in this unit:
co-ordinating and organising a number of marketing or promotional activities
logical and thorough activity planning, including development of supporting organisational systems
knowledge of marketing principles and their application to practical workplace contexts.
Method and context of assessment
The assessment context must provide for:
practical demonstration of skills through the planning and organisation of marketing activities for a specific project/event
interaction with others to reflect the consultative aspects of the unit
assessment conducted over a period of time so that all aspects of the unit can be assessed, e.g. the planning and conduct of activities.
Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:
evaluation of marketing activities planned and conducted by the candidate
evaluation of marketing reports prepared by the candidate, detailing the way in which an activity was planned and conducted
case studies to assess ability to apply methodologies to different situations
oral or written questioning to assess knowledge of marketing principles
review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.
Assessment methods should closely reflect workplace demands and the needs of particular groups (e.g. people with disabilities, and people who may have literacy or numeracy difficulties such as speakers of languages other than English, remote communities and those with interrupted schooling).
Resource requirements
Assessment of this unit requires access to:
resources for the conduct of marketing activities.
Key competencies in this unit
Key competencies are built in to all workplace competencies. The following table describes those applicable to this unit. Trainers and assessors should ensure that they are addressed in training and assessment.
Level 1 = Perform
Level 2 = Administer and Manage
Level 3 = Design and Evaluate
Collecting, analysing and organising ideas and information (3)
Assessing the nature of the target audience for a particular activity.
Communicating ideas and information (2)
Creating a briefing document for colleagues on a specific marketing activity.
Planning and organising activities (2)
Organising a promotional event.
Working with others and in teams (2)
Liaising with co-operative partners.
Solving problems (2)
Developing a solution to address a situation where poor planning has created scheduling problems.
Using mathematical ideas and techniques (1)
Calculating costs of a particular activity.
Using technology (1)
Using Excel to produce sales results charts for a presentation.
Underpinning skills and knowledge
Assessment must include evidence of the following knowledge and skills:
key marketing principles
in-depth knowledge of organisation's products/services
industry and market knowledge, including customer trends and preferences, and industry marketing and sales networks, including e-business options
knowledge of sales and marketing principles and ability to interpret a marketing plan
general knowledge of a range of promotional activities and accessibility issues that need to be considered, e.g. layout of materials to assist the visually-impaired
legal issues that impact on the planning and organisation of marketing activities
planning and organisational skills in relation to marketing activities
report writing skills for the development of marketing reports.
Linkages to other units
This unit has linkages to a range of other units and combined assessment and or training with those units may be appropriate, for example:
CUEMAR02B - Undertake market research.
Critical aspects of evidence
The following evidence is critical to the judgement of competence in this unit:
co-ordinating and organising a number of marketing or promotional activities
logical and thorough activity planning, including development of supporting organisational systems
knowledge of marketing principles and their application to practical workplace contexts.
Method and context of assessment
The assessment context must provide for:
practical demonstration of skills through the planning and organisation of marketing activities for a specific project/event
interaction with others to reflect the consultative aspects of the unit
assessment conducted over a period of time so that all aspects of the unit can be assessed, e.g. the planning and conduct of activities.
Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:
evaluation of marketing activities planned and conducted by the candidate
evaluation of marketing reports prepared by the candidate, detailing the way in which an activity was planned and conducted
case studies to assess ability to apply methodologies to different situations
oral or written questioning to assess knowledge of marketing principles
review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.
Assessment methods should closely reflect workplace demands and the needs of particular groups (e.g. people with disabilities, and people who may have literacy or numeracy difficulties such as speakers of languages other than English, remote communities and those with interrupted schooling).
Resource requirements
Assessment of this unit requires access to:
resources for the conduct of marketing activities.
Key competencies in this unit
Key competencies are built in to all workplace competencies. The following table describes those applicable to this unit. Trainers and assessors should ensure that they are addressed in training and assessment.
Level 1 = Perform
Level 2 = Administer and Manage
Level 3 = Design and Evaluate
Collecting, analysing and organising ideas and information (3)
Assessing the nature of the target audience for a particular activity.
Communicating ideas and information (2)
Creating a briefing document for colleagues on a specific marketing activity.
Planning and organising activities (2)
Organising a promotional event.
Working with others and in teams (2)
Liaising with co-operative partners.
Solving problems (2)
Developing a solution to address a situation where poor planning has created scheduling problems.
Using mathematical ideas and techniques (1)
Calculating costs of a particular activity.
Using technology (1)
Using Excel to produce sales results charts for a presentation.
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
Not applicable.
The following explanations identify how this unit may be applied in different workplaces, sectors and circumstances.
Marketing and promotional activities may include:
promotional events
display and signage initiatives
market research
advertising
industry and public relations activities
familiarisations
Web-based activities
limited product development.
Issues to be considered when creating detailed plans for marketing activities may include:
objectives and nature of the activity
budget availability
public relations implications
staffing requirements
availability of promotional materials
equipment requirements
contracting of other services
travel arrangements
strategies to ensure maximum benefit
possible co-operative approaches
administrative and procedural requirements
potential e-business opportunities
maximising access for those with special needs.
The following explanations identify how this unit may be applied in different workplaces, sectors and circumstances.
Marketing and promotional activities may include:
promotional events
display and signage initiatives
market research
advertising
industry and public relations activities
familiarisations
Web-based activities
limited product development.
Issues to be considered when creating detailed plans for marketing activities may include:
objectives and nature of the activity
budget availability
public relations implications
staffing requirements
availability of promotional materials
equipment requirements
contracting of other services
travel arrangements
strategies to ensure maximum benefit
possible co-operative approaches
administrative and procedural requirements
potential e-business opportunities
maximising access for those with special needs.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
---|---|---|---|
Plan and schedule activities in accordance with the marketing plan or other organisational systems | |||
Identify, analyse and incorporate relevant market information into short term planning | |||
Develop and implement detailed action plans for promotional activities at the appropriate time to address all operational details | |||
Establish and conduct relationships with industry and media colleagues in a manner that enhances the positive image of the organisation | |||
Use networks to assist in the implementation of promotional activities | |||
Develop promotional resources in appropriate formats where required, ensuring accessibility for customer colleagues with special needs | |||
Prepare reports in accordance with the organisation's marketing policy and required timeframes | |||
Present market intelligence in a manner which provides clear and concise information to those responsible for sales and marketing planning | |||
Make informal reports to relevant colleagues to maximise opportunity to meet team targets | |||
Review all activities in accordance with agreed evaluation methods, and incorporate results into future planning | |||
Agree to evaluation processes through consultation and negotiation |
Forms
Assessment Cover Sheet
CUEMAR03B - Undertake marketing activities
Assessment task 1: [title]
Student name:
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I declare that the assessment tasks submitted for this unit are my own work.
Student signature:
Result: Competent Not yet competent
Feedback to student
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Assessment Record Sheet
CUEMAR03B - Undertake marketing activities
Student name:
Student ID:
Assessment task 1: [title] Result: Competent Not yet competent
(add lines for each task)
Feedback to student:
Overall assessment result: Competent Not yet competent
Assessor name:
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