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Elements and Performance Criteria

  1. Prepare for a marketing audit
  2. Identify the form of a marketing audit
  3. Conduct an external marketing audit
  4. Conduct an internal marketing (self) audit
  5. Prepare a marketing audit report

Required Skills

Required skills

culturally appropriate communication skills to relate to people form diverse backgrounds and people with diverse abilities

literacy skills to identify relevant information and to prepare reports with complex marketing concepts and ideas

research and data collection skills to collect internal and external marketing information

Required knowledge

elements of marketing planning

key provisions of relevant legislation from all forms of government codes of practice and national standards that may affect aspects of business operations such as

antidiscrimination legislation

occupational health and safety

privacylaws

Trade Practices Act

organisational business and marketing plans

research methodologies and data collection techniques appropriate to the marketing services industry

types of marketing audits

Evidence Required

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

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

conducting documenting and reporting on an internal and external audit of an organisations marketing activities in accordance with organisational reporting requirements

Context of and specific resources for assessment

Assessment must ensure

access to office equipment and resources

access to appropriate documentation and resources used to conduct marketing audit activities

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following assessment methods are appropriate for this unit

assessment of written marketing audit reports

direct questioning combined with a review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate

observation of presentations of marketing audit reports

oral or written questioning

review of authenticated documents from the workplace or training environment

review of testimony form team members colleagues supervisors or managers

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

other marketing units


Range Statement

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.

Main purposes of the marketing audit may include:

investigating the potential macro- and micro-environmental factors which may affect business and marketing operations

obtaining a comprehensive description of all major marketing activities of the organisation

providing a basis for marketing planning activities

Criteria to use in an external marketing audit may include:

business and competitor characteristics

consumer needs

credit availability

demographics

forecast trends such as:

age

growth

income

regional distribution of population

size

general effects that changes in the law and politics may have on the organisation

influence of technology on the operations and substitution of products and services on the organisation's business

interest rates and cost of capital

macro-external environment elements, including:

demographic

economic

ethical

physical/geographic

political/legal

social/cultural

technological

material shortages

micro-external environment elements, including:

buyer and consumer behaviour

collaborators and alliance partners

competition

market demand

product or service usage

social and cultural factors

unemployment

External environmental factors may include:

business environmental factors

general economic and demographic environmental factors

political, fiscal and legal environmental factors

social and cultural environmental factors

Criteria to use in an internal marketing audit may include:

existing research data and marketing information systems

industry sources

internal data such as sales, promotions and product or service development

organisation structures

supply chain management and logistics

Describing the marketing organisation may include:

functional efficiency

internal interface within the organisation

organisation's formal structure

Marketing systems may include:

marketing control

marketing information

marketing planning

product, service and concept related systems