NTISthis.com

Evidence Guide: HLTOPD405B - Market and promote optical products and services

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

 

HLTOPD405B - Market and promote optical products and services

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

Analyse market information

  1. Identify industry promotional products and services range
  2. Identify, research and analyse market and target audience
  3. Describe demographics in terms of customer segments
  4. Monitor market environment in a consistent manner to ensure information is current and reliable
  5. Identify the legal, ethical and environmental constraints of the market and their potential effect on the sale of products and services
Identify industry promotional products and services range

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, research and analyse market and target audience

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Describe demographics in terms of customer segments

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor market environment in a consistent manner to ensure information is current and reliable

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify the legal, ethical and environmental constraints of the market and their potential effect on the sale of products and services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop marketing strategies

  1. Develop a profile of users and potential users of the organisation and maintain this as part of the organisation strategic and business plan
  2. Assess alternative marketing strategies and techniques
  3. Base marketing strategies on reliable data, market environment and substantiated trends
  4. Develop marketing and promotional strategies that are appropriate for venue, product and needs of clients
  5. Develop promotional materials and make available to target groups
Develop a profile of users and potential users of the organisation and maintain this as part of the organisation strategic and business plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess alternative marketing strategies and techniques

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Base marketing strategies on reliable data, market environment and substantiated trends

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop marketing and promotional strategies that are appropriate for venue, product and needs of clients

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop promotional materials and make available to target groups

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Employ marketing strategies

  1. Schedule marketing activities within appropriate timeframes
  2. Liaise with product supplier for promotional materials in accordance with organisation policies.
  3. Develop measurable performance targets
  4. Ensure product and service information is accurate and readily available to clients
  5. Submit promotional and marketing strategies for approval where appropriate in accordance with organisation policy.
  6. Implement marketing strategies within budgetary constraints and legal, ethical and organisation requirements
Schedule marketing activities within appropriate timeframes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Liaise with product supplier for promotional materials in accordance with organisation policies.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop measurable performance targets

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure product and service information is accurate and readily available to clients

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Submit promotional and marketing strategies for approval where appropriate in accordance with organisation policy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement marketing strategies within budgetary constraints and legal, ethical and organisation requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate marketing strategies

  1. Monitor product, pricing and distribution policies in relation to changes in the market, marking objectives and organisation requirements
  2. Evaluate existing promotional activities to identify their strengths and weaknesses
  3. Set and monitor goals for service use by identified client groups in accordance with organisation procedures
  4. Establish and utilise feedback mechanisms to review and evaluate the impact of service provision and promotional strategies
  5. Evaluate strategies against sales turnover, client feedback and optical promotional standards.
  6. Adjust service provision and promotional activities as appropriate
  7. Document relevant information for ongoing analysis and management
Monitor product, pricing and distribution policies in relation to changes in the market, marking objectives and organisation requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate existing promotional activities to identify their strengths and weaknesses

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Set and monitor goals for service use by identified client groups in accordance with organisation procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish and utilise feedback mechanisms to review and evaluate the impact of service provision and promotional strategies

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate strategies against sales turnover, client feedback and optical promotional standards.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjust service provision and promotional activities as appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document relevant information for ongoing analysis and management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

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

The individual being assessed must provide evidence of specified essential knowledge as well as skills

Observation of actual or simulated workplace performance is essential for assessment of this unit

Consistency of performance should be demonstrated over the required range of situations relevant to the workplace

Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible

Context of and specific resources for assessment:

Resources essential for assessment include:

Access to an optical dispensing practice

Method of assessment

Observation in the work place

Written assignments/projects or questioning should be used to assess knowledge

Case study and scenario as a basis for discussion of issues and strategies to contribute to best practice

Questioning/Tests

Access and equity considerations:

All workers in the health industry should be aware of access and equity issues in relation to their own area of work

All workers should develop their ability to work in a culturally diverse environment

In recognition of particular health issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on health of Aboriginal and Torres Strait Islander people

Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on health of Aboriginal and/or Torres Strait Islander clients and communities

Related unit:

This unit should be undertaken after or in conjunction with unit:

HLTOPD401B Work effectively in the ophthalmic industry

Required Skills and Knowledge

This describes the essential skills and knowledge and their level required for this unit.

Essential knowledge:

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

This includes knowledge of:

Relevant legislation and regulations that may impact on the marketing and promotion of optical goods and services including

Therapeutic Goods Act

privacy legislation

relevant health Acts

Customer demand and market trends

Organisation policies and procedures in relation to marketing and promotional activities

Range and availability of new products and services

Relevant legislation and regulations that may impact on the marketing and promotion of optical goods and services including

Therapeutic Goods Act

privacy legislation

relevant health Acts

The range of optical products and services (knowledge and understanding)

Essential skills:

It is critical that the candidate demonstrate the ability to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

This includes the ability to:

Consistently use time effectively and provide quality customer services in an optical environment

Demonstrate pricing of goods and services

Demonstrate skills in relation to the layout and presentation of promotional materials

Plan and organise activities

Use demographics and statistics to determine existing and potential markets

Use language, literacy and numeracy skills relevant to the role and workplace requirements

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. Add any 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.

Legal, ethical and environmental constraints may include:

State/territory, commonwealth legislation and regulations

Industry codes of practice, standards and guidelines

Industry policies, procedures and protocols in regard to the marketing and promotion of optical products and services

Therapeutic Goods Act

Privacy legislation

Clients may include but is not limited to:

Existing client base

potential clients

Demographics of client groups may include:

Age

Gender

Promotions may include but are not limited to:

Displays

Window dressing

Loyalty Clubs

Companion Selling

Advertising

Catalogues, newspapers, posters

Suppliers