- MEM22009A - Manage technical sales and promotion
Assessor Resource
MEM22009A
Manage technical sales and promotion
Assessment tool
Version 1.0
Issue Date: June 2024
This unit applies to managing significant technical sales and promoting an organization's products, processes, systems or services or technical sales and promotion of product, process, system or service. It includes developing and presented promotional information, identified client/s, established contact, analysed client's need and opportunities for improvement/s; providing specific information to meet client need, trained client in technique and technology, provided ongoing client support; promoting technical capability of product or system to client and at seminars; reviewing and acting on feedback; attending and contributing to industrial conferences; applying technical sales and promotion techniques to new or existing products, processes, systems or services.
This unit only has application in qualifications that are not points based.
Band: 0
Unit Weight: 0
This unit covers identifying opportunities for the sale of technical products and systems and provide technical product information to internal and external clients.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Prerequisites
Path 1
MEM16006A
Organise and communicate information
Employability Skills
This unit contains employability skills.
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.
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Overview of assessment | A person who demonstrates competency in this unit must be able to manage technical sales and promotion. Competency in this unit cannot be claimed until all prerequisites have been satisfied. |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts. |
Context of and specific resources for assessment | This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is the candidate is not in productive work, then an appropriate simulation must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team. The assessment environment should not disadvantage the candidate. This unit could be assessed in conjunction with any other units addressing the safety, quality, communication, materials handling, recording and reporting associated with managing technical sales and promotion or other units requiring the exercise of the skills and knowledge covered by this unit. |
Method of assessment | Assessors should gather a range of evidence that is valid, sufficient, current and authentic. Evidence can be gathered through a variety of ways including direct observation, supervisor's reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency. The candidate must have access to all tools, equipment, materials and documentation required. The candidate must be permitted to refer to any relevant workplace procedures, product and manufacturing specifications, codes, standards, manuals and reference materials. |
Guidance information for assessment |
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.
Required skills |
Look for evidence that confirms skills in: sourcing potential clients providing clients with technical information related to the process/operation researching future technical and market trends analysing the client's operations training clients in the use of the product or process developing and presenting promotional material attending industry conferences collecting client feedback providing ongoing client support |
Required knowledge |
Look for evidence that confirms knowledge of: potential clients opportunities to present the features and benefits of the technical product or service sources of information on future technical and market trends areas of improvement in the client's process/service/ product opportunities for improved energy use or improved environmental performance the skill and knowledge required to optimise the performance of the product or process product attributes, specifications and applications energy and environmental considerations associated with the product or process the benefits of active participation in industry conferences opportunities to participate in industry conferences and seminars and scheduled client satisfaction with the product/process/service is identified potential areas for improving client service in conjunction with team members the benefits of ongoing client support |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. | |
Client | The client is often not the end user. Clients are often part of the distribution channel for the end user/client. Client may be internal or external to the organisation |
Sales opportunities | Support the achievement of the developed marketing plan and may be defined in collaboration with others |
Develop client relations | Ongoing communication with clients required to ensure that engineering services are effectively delivered |
Technical improvements | May be brought about by changes in client/market demand, improved process, competitor stances and a range of other interactions |
Product knowledge | May be acquired from numerous sources and consolidated for communication to the client |
Legislation, codes and national standards | Relevant legislation, regulation, codes and national standards relevant to the workplace. |
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 |
---|---|---|---|
Identify potential clients and sales opportunities. | |||
Establish contact with clients. | |||
Develop client relations. | |||
Identify future technical and market trends. | |||
Analyse the client's process/service/product to identify areas for technical improvement. | |||
Apply product knowledge of the technical product/ process to meet the client's requirements. | |||
Train clients in applying technical products. Ensure client understands legislation, codes and national standards related to use of process/service/product. | |||
Develop and present product/system promotional information. | |||
Attend and contribute to industry conferences in the area of product/system specialisation. | |||
Review and act on feedback | |||
Provide ongoing client support as required. |
Forms
Assessment Cover Sheet
MEM22009A - Manage technical sales and promotion
Assessment task 1: [title]
Student name:
Student ID:
I declare that the assessment tasks submitted for this unit are my own work.
Student signature:
Result: Competent Not yet competent
Feedback to student
Assessor name:
Signature:
Date:
Assessment Record Sheet
MEM22009A - Manage technical sales and promotion
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:
Signature:
Date:
Student signature:
Date: