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Evidence Guide: SIRRMER012 - Develop retail space and product management plans

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

 

SIRRMER012 - Develop retail space and product management plans

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

Identify space and product management requirements.

  1. Consult with relevant personnel to identify organisational space and product management requirements.
  2. Access and review organisational standards and guidelines for space and product management.
  3. Research trends in retail space and product management to inform planning.
  4. Identify and assess factors impacting space and product management planning.
Consult with relevant personnel to identify organisational space and product management requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Access and review organisational standards and guidelines for space and product management.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research trends in retail space and product management to inform planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and assess factors impacting space and product management planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop space management plan.

  1. Access and review store design plans and dimensional data to determine store features and constraints.
  2. Plan optimal store layout and fixture space.
  3. Identify opportunities to optimise use of space and create efficiencies in customer traffic flow.
  4. Identify opportunities to enhance customer experience and commercial profitability through space management.
  5. Identify potential commercial and customer experience challenges and undertake planning to minimise impact.
  6. Document an accurate, to-scale, space management plan using digital design software.
  7. Ensure space management plan complies with regulatory and work, health and safety requirements.
Access and review store design plans and dimensional data to determine store features and constraints.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan optimal store layout and fixture space.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify opportunities to optimise use of space and create efficiencies in customer traffic flow.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify opportunities to enhance customer experience and commercial profitability through space management.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify potential commercial and customer experience challenges and undertake planning to minimise impact.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document an accurate, to-scale, space management plan using digital design software.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure space management plan complies with regulatory and work, health and safety requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop a store product management plan.

  1. Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan.
  2. Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise.
  3. Consider product category adjacencies and grouping according to features, price, size and type.
  4. Identify constraints and opportunities impacting management planning.
Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider product category adjacencies and grouping according to features, price, size and type.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify constraints and opportunities impacting management planning.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate the space and product management plan.

  1. Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout.
  2. Present space and product management plan to relevant personnel and make any required adjustments.
  3. Gain approval for space and product management plans.
  4. Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements.
Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Present space and product management plan to relevant personnel and make any required adjustments.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Gain approval for space and product management plans.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCECRITERIA

Elements describe the essential outcomes.

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

1. Identify space and product management requirements.

1.1. Consult with relevant personnel to identify organisational space and product management requirements.

1.2. Access and review organisational standards and guidelines for space and product management.

1.3. Research trends in retail space and product management to inform planning.

1.4. Identify and assess factors impacting space and product management planning.

2. Develop space management plan.

2.1. Access and review store design plans and dimensional data to determine store features and constraints.

2.2. Plan optimal store layout and fixture space.

2.3. Identify opportunities to optimise use of space and create efficiencies in customer traffic flow.

2.4. Identify opportunities to enhance customer experience and commercial profitability through space management.

2.5. Identify potential commercial and customer experience challenges and undertake planning to minimise impact.

2.6. Document an accurate, to-scale, space management plan using digital design software.

2.7. Ensure space management plan complies with regulatory and work, health and safety requirements.

3. Develop a store product management plan.

3.1. Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan.

3.2. Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise.

3.3. Consider product category adjacencies and grouping according to features, price, size and type.

3.4. Identify constraints and opportunities impacting management planning.

4. Communicate the space and product management plan.

4.1. Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout.

4.2. Present space and product management plan to relevant personnel and make any required adjustments.

4.3. Gain approval for space and product management plans.

4.4. Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements.

Required Skills and Knowledge

ELEMENTS

PERFORMANCECRITERIA

Elements describe the essential outcomes.

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

1. Identify space and product management requirements.

1.1. Consult with relevant personnel to identify organisational space and product management requirements.

1.2. Access and review organisational standards and guidelines for space and product management.

1.3. Research trends in retail space and product management to inform planning.

1.4. Identify and assess factors impacting space and product management planning.

2. Develop space management plan.

2.1. Access and review store design plans and dimensional data to determine store features and constraints.

2.2. Plan optimal store layout and fixture space.

2.3. Identify opportunities to optimise use of space and create efficiencies in customer traffic flow.

2.4. Identify opportunities to enhance customer experience and commercial profitability through space management.

2.5. Identify potential commercial and customer experience challenges and undertake planning to minimise impact.

2.6. Document an accurate, to-scale, space management plan using digital design software.

2.7. Ensure space management plan complies with regulatory and work, health and safety requirements.

3. Develop a store product management plan.

3.1. Confirm product performance targets, inventory levels, customer profiles and marketing strategies to inform product management plan.

3.2. Calculate inventory volumes and capacity of fixtures required to support the display of the merchandise.

3.3. Consider product category adjacencies and grouping according to features, price, size and type.

3.4. Identify constraints and opportunities impacting management planning.

4. Communicate the space and product management plan.

4.1. Develop action plans for the implementation of space and product management plans, including any required dismantling of existing layout.

4.2. Present space and product management plan to relevant personnel and make any required adjustments.

4.3. Gain approval for space and product management plans.

4.4. Communicate implementation plans to relevant personnel and ensure consistent understanding of requirements.

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

develop a space and product management plan for one retail space that reflects organisational product and space management requirements and style guidelines

develop a to-scale space plan using digital software, detailing:

floor plan

fixture elevations and product placement as planogram

category layouts and flow between categories

promotional zones

number of product facings

develop an action plan for the implementation of space and product management plans.

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

role of space and product management planning

key inclusions in space and product management plans

design principles as related to space and product management

types of store layouts and fixture configurations

techniques for:

product performance analysis

space calculations

planogramming

relationship between inventory, customer profiling and space management

provisions relating to the design of store plans and floor layouts

digital design software available for space and product management planning and key features.