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Evidence Guide: CPPREP4262 - Establish vendor relationships in business broking

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CPPREP4262 - Establish vendor relationships in business broking

What evidence can you provide to prove your understanding of each of the following citeria?

Prospect to attract potential vendors.

  1. Identify and plan suitable prospecting methods to attract business listings according to agency requirements.
  2. Apply prospecting methods to create opportunities to establish vendor–agency relationships.
  3. Explain agency business broking services that meet specific vendor preferences and requirements.
  4. Address vendor questions or concerns and offer information or services that attract relationships.
  5. Record communications with potential vendors according to agency requirements.
Identify and plan suitable prospecting methods to attract business listings according to agency requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply prospecting methods to create opportunities to establish vendor–agency relationships.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explain agency business broking services that meet specific vendor preferences and requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Address vendor questions or concerns and offer information or services that attract relationships.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record communications with potential vendors according to agency requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm sale context.

  1. Identify vendor needs and preferences.
  2. Determine business structure, ownership, scope of operation and contractual arrangements impacting sale.
  3. Determine business attributes, goodwill and financial position.
  4. Record vendor requirements and factors impacting sale according to agency requirements.
Identify vendor needs and preferences.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine business structure, ownership, scope of operation and contractual arrangements impacting sale.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine business attributes, goodwill and financial position.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record vendor requirements and factors impacting sale according to agency requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete documentation for listing.

  1. Explain listing and sales process to vendor and seek additional information to ensure mutual and comprehensive understanding of vendor and agency requirements.
  2. Prepare and execute documentation for business listing according to legislative requirements.
  3. Retain vendor records and documentation according to agency requirements.
Explain listing and sales process to vendor and seek additional information to ensure mutual and comprehensive understanding of vendor and agency requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and execute documentation for business listing according to legislative requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Retain vendor records and documentation according to agency requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Set up vendor communication processes.

  1. Plan communication methods and timeframes for providing feedback on sales process in consultation with vendor.
  2. Record and apply vendor communication processes according to agency requirements.
Plan communication methods and timeframes for providing feedback on sales process in consultation with vendor.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record and apply vendor communication processes according to agency requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge