Assessor Resource

SHBHIND003
Develop and expand a client base

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the performance outcomes, skills and knowledge required by hairdressers and barbers to develop, sustain and expand a personal clientele in order to remain a viable industry employee. Building relationships with clients occurs while hairdressers and barbers are delivering a range of services in the salon in which they are employed or operate.

These hairdressers and barbers have well-developed skills, use discretion and judgement to manage client services and take responsibility for the outcomes of their own work..

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Promote products and services.

1.1.Take opportunities to build business by developing relationships with new and prospective clients.

1.2.Establish rapport and express a genuine interest in client needs and requirements.

1.3.Maintain professional ethics with clients to promote salon image and credibility.

1.4.Clarify client needs and preferences to maximise sales opportunities.

1.5.Maximise sales opportunities by promoting new and additional products and services beneficial to clients.

1.6.Give clients space and time to evaluate purchase and service decisions, while using time to maximum advantage for client and salon.

2. Build a return client base.

2.1.Provide prompt service to clients to meet identified needs, according to client service standards.

2.2.Enhance customer commitment, trust and credibility of salon by delivering professional technical and personal service.

2.3.Identify opportunities and use formal and informal research to develop and maintain knowledge of products and services.

2.4.Use customer observation and feedback to evaluate products, services and promotional initiatives and identify changes in client needs and expectations.

2.5.Enhance team effectiveness by sharing market, product and service knowledge with colleagues.

2.6.Suggest product and service adjustments to meet changing client needs.

2.7.Participate in setting salon and personal targets and regularly monitor personal progress towards achievement.

3. Manage and use information about clients.

3.1.Determine and record client information to provide personalised service.

3.2.Explain benefits and conditions of loyalty programs to eligible clients.

3.3.Assist clients with loyalty program enrolment.

3.4.Process loyalty program documentation, according to organisational procedures.

3.5.Promote enhanced products and services based on client data and their eligibility under loyalty program guidelines.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

proactively promote these types of hair products and services to clients:

hair and scalp treatments

new haircut designs

home hair care products

loyalty programs

rebooking services

research two new products and two new services using at least two of the following methods:

reading trade, hair and fashion magazines

attending trade shows and industry product launches

reading product and service information

obtaining information from professional industry associations

discussions with colleagues

share the information collected with colleagues, through informal discussions.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

full details of the salon’s:

products and services range

client loyalty programs

client management database

role of hairdressers and barbers in maximising business performance through effective sales and promotion

different client types and their product and service preferences

professional ethics for promoting hair products and services:

honesty about ability of products and services to meet client preferences and needs

using positive statements

using confirmed appraisals of the efficacy of products and services

ways of presenting and promoting products and service to meet different client communication styles

sales techniques:

opening techniques

recognising buying signals

strategies to focus customer on specific products and services

selling add ons and complementary products

overcoming customer objections

closing techniques

methods used to research new products and services:

reading trade, hair and fashion magazines

attending trade shows and industry product launches

reading product and service information

obtaining information from professional industry associations

discussions with colleagues

organisational client service policies and procedures.

Skills must be demonstrated in a hairdressing or barbering environment; this can be:

a hairdressing or barbering industry workplace or

a simulated hairdressing or barbering workplace, set up for the purpose of skills assessment that provides services to paying members of the public.

Assessment must ensure use of:

paying clients with whom the individual can interact; these can be:

clients in a hairdressing or barbering industry workplace, or

clients in a simulated hairdressing or barbering workplace within a training organisation who have the expectation that the services provided reflect those of a commercial business

a client reception and sales area with:

reception desk

computer with booking software currently used by the hairdressing industry

telephone system

point-of-sale system, including credit card and EFTPOS facilities

display of professional products for retail sale

information on customer loyalty programs

a hairdressing or barbering services workstation with:

one mirror per workstation

one adjustable client services chair per workstation

clean client gowns or wraps

clean client towels

one operator trolley per workstation stocked with tools that match the particular service being delivered

a diverse professional range of hair products that match the requirements of the particular service being delivered

organisational client service policies and procedures.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors; and:

hold a Certificate III in Hairdressing, or a Certificate III in Barbering, or a Certificate IV in Hairdressing, or be able to demonstrate equivalence of competencies; and

have at least three years full time employment experience as a hairdresser in a salon environment where they have applied the skills and knowledge covered in this unit of competency to assess this unit as part of a hairdressing qualification; this cannot include any indentured traineeship or apprenticeship period; or

have at least three years full time employment experience as a barber in a shop or salon environment where they have applied the skills and knowledge covered in this unit of competency to assess this unit as part of a barbering qualification; this cannot include any indentured traineeship or apprenticeship period.


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Promote products and services.

1.1.Take opportunities to build business by developing relationships with new and prospective clients.

1.2.Establish rapport and express a genuine interest in client needs and requirements.

1.3.Maintain professional ethics with clients to promote salon image and credibility.

1.4.Clarify client needs and preferences to maximise sales opportunities.

1.5.Maximise sales opportunities by promoting new and additional products and services beneficial to clients.

1.6.Give clients space and time to evaluate purchase and service decisions, while using time to maximum advantage for client and salon.

2. Build a return client base.

2.1.Provide prompt service to clients to meet identified needs, according to client service standards.

2.2.Enhance customer commitment, trust and credibility of salon by delivering professional technical and personal service.

2.3.Identify opportunities and use formal and informal research to develop and maintain knowledge of products and services.

2.4.Use customer observation and feedback to evaluate products, services and promotional initiatives and identify changes in client needs and expectations.

2.5.Enhance team effectiveness by sharing market, product and service knowledge with colleagues.

2.6.Suggest product and service adjustments to meet changing client needs.

2.7.Participate in setting salon and personal targets and regularly monitor personal progress towards achievement.

3. Manage and use information about clients.

3.1.Determine and record client information to provide personalised service.

3.2.Explain benefits and conditions of loyalty programs to eligible clients.

3.3.Assist clients with loyalty program enrolment.

3.4.Process loyalty program documentation, according to organisational procedures.

3.5.Promote enhanced products and services based on client data and their eligibility under loyalty program guidelines.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

proactively promote these types of hair products and services to clients:

hair and scalp treatments

new haircut designs

home hair care products

loyalty programs

rebooking services

research two new products and two new services using at least two of the following methods:

reading trade, hair and fashion magazines

attending trade shows and industry product launches

reading product and service information

obtaining information from professional industry associations

discussions with colleagues

share the information collected with colleagues, through informal discussions.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

full details of the salon’s:

products and services range

client loyalty programs

client management database

role of hairdressers and barbers in maximising business performance through effective sales and promotion

different client types and their product and service preferences

professional ethics for promoting hair products and services:

honesty about ability of products and services to meet client preferences and needs

using positive statements

using confirmed appraisals of the efficacy of products and services

ways of presenting and promoting products and service to meet different client communication styles

sales techniques:

opening techniques

recognising buying signals

strategies to focus customer on specific products and services

selling add ons and complementary products

overcoming customer objections

closing techniques

methods used to research new products and services:

reading trade, hair and fashion magazines

attending trade shows and industry product launches

reading product and service information

obtaining information from professional industry associations

discussions with colleagues

organisational client service policies and procedures.

Skills must be demonstrated in a hairdressing or barbering environment; this can be:

a hairdressing or barbering industry workplace or

a simulated hairdressing or barbering workplace, set up for the purpose of skills assessment that provides services to paying members of the public.

Assessment must ensure use of:

paying clients with whom the individual can interact; these can be:

clients in a hairdressing or barbering industry workplace, or

clients in a simulated hairdressing or barbering workplace within a training organisation who have the expectation that the services provided reflect those of a commercial business

a client reception and sales area with:

reception desk

computer with booking software currently used by the hairdressing industry

telephone system

point-of-sale system, including credit card and EFTPOS facilities

display of professional products for retail sale

information on customer loyalty programs

a hairdressing or barbering services workstation with:

one mirror per workstation

one adjustable client services chair per workstation

clean client gowns or wraps

clean client towels

one operator trolley per workstation stocked with tools that match the particular service being delivered

a diverse professional range of hair products that match the requirements of the particular service being delivered

organisational client service policies and procedures.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors; and:

hold a Certificate III in Hairdressing, or a Certificate III in Barbering, or a Certificate IV in Hairdressing, or be able to demonstrate equivalence of competencies; and

have at least three years full time employment experience as a hairdresser in a salon environment where they have applied the skills and knowledge covered in this unit of competency to assess this unit as part of a hairdressing qualification; this cannot include any indentured traineeship or apprenticeship period; or

have at least three years full time employment experience as a barber in a shop or salon environment where they have applied the skills and knowledge covered in this unit of competency to assess this unit as part of a barbering qualification; this cannot include any indentured traineeship or apprenticeship period.

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
Take opportunities to build business by developing relationships with new and prospective clients. 
Establish rapport and express a genuine interest in client needs and requirements. 
Maintain professional ethics with clients to promote salon image and credibility. 
Clarify client needs and preferences to maximise sales opportunities. 
Maximise sales opportunities by promoting new and additional products and services beneficial to clients. 
Give clients space and time to evaluate purchase and service decisions, while using time to maximum advantage for client and salon. 
Provide prompt service to clients to meet identified needs, according to client service standards. 
Enhance customer commitment, trust and credibility of salon by delivering professional technical and personal service. 
Identify opportunities and use formal and informal research to develop and maintain knowledge of products and services. 
Use customer observation and feedback to evaluate products, services and promotional initiatives and identify changes in client needs and expectations. 
Enhance team effectiveness by sharing market, product and service knowledge with colleagues. 
Suggest product and service adjustments to meet changing client needs. 
Participate in setting salon and personal targets and regularly monitor personal progress towards achievement. 
Determine and record client information to provide personalised service. 
Explain benefits and conditions of loyalty programs to eligible clients. 
Assist clients with loyalty program enrolment. 
Process loyalty program documentation, according to organisational procedures. 
Promote enhanced products and services based on client data and their eligibility under loyalty program guidelines. 

Forms

Assessment Cover Sheet

SHBHIND003 - Develop and expand a client base
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

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Assessment Record Sheet

SHBHIND003 - Develop and expand a client base

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

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