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Evidence Guide: SITXMPR501 - Obtain and manage sponsorship

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!

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SITXMPR501 - Obtain and manage sponsorship

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

Determine sponsorship requirements and opportunities.

  1. Identify sponsorship requirements in consultation with colleagues.
  2. Develop targets for sponsorship based on financial parameters of the activity.
  3. Identify items, activities or projects to be sponsored to meet the needs of the organisation.
  4. Identify potential sponsors based on potential sponsor appeal, the nature of the activity and previous approaches.
Identify sponsorship requirements in consultation with colleagues.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop targets for sponsorship based on financial parameters of the activity.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify items, activities or projects to be sponsored to meet the needs of the organisation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify potential sponsors based on potential sponsor appeal, the nature of the activity and previous approaches.

Completed
Date:

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Source sponsorship.

  1. Develop sponsorship materials in a clear, concise and professional format to include a full breakdown of costs and benefits.
  2. Distribute and present sponsorship materials according to agreed targets.
  3. Undertake follow up promotion and negotiation with potential sponsors.
  4. Discuss and negotiate additional opportunities with the sponsor.
  5. Make written sponsor contracts or agreements to include full details of commitments made by both parties.
Develop sponsorship materials in a clear, concise and professional format to include a full breakdown of costs and benefits.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute and present sponsorship materials according to agreed targets.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake follow up promotion and negotiation with potential sponsors.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss and negotiate additional opportunities with the sponsor.

Completed
Date:

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Make written sponsor contracts or agreements to include full details of commitments made by both parties.

Completed
Date:

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Service sponsors.

  1. Brief colleagues on details of sponsorship arrangements.
  2. Organise activities according to sponsorship agreement ensuring all agreements are honoured.
  3. Monitor and evaluate activities and make required adjustments.
  4. Provide and request feedback from the sponsor.
  5. Identify and action opportunities to enhance value of involvement for sponsors and benefits for the organisation.
  6. Maintain and distribute accurate and current sponsorship documentation throughout the process.
  7. Liaise and follow up with sponsor to initiate future cooperative approaches.
Brief colleagues on details of sponsorship arrangements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise activities according to sponsorship agreement ensuring all agreements are honoured.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and evaluate activities and make required adjustments.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide and request feedback from the sponsor.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and action opportunities to enhance value of involvement for sponsors and benefits for the organisation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain and distribute accurate and current sponsorship documentation throughout the process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Liaise and follow up with sponsor to initiate future cooperative approaches.

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, 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 ability to:

determine sponsorship requirements and obtain and manage sponsorship for a business activity, product, service or event

monitor and manage sponsorship arrangements over a period of time

develop clear, concise and professional sponsorship proposals

integrate knowledge of practices and protocols for accessing sponsorship opportunities

effectively communicate and negotiate with sponsors.

Context of and specific resources for assessment

Assessment must ensure use of:

a real or simulated tourism, hospitality or event industry business operation, product, service or event that a sponsor can be involved in

computers, printers and software packages currently used by the tourism, hospitality and event industries to design effective sponsorship proposals

current commercial sponsorship contracts

sponsors to allow the individual to communicate, negotiate and manage sponsorship arrangements.

Method of assessment

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

project activities that allow assessment of the individual’s ability to initiate and manage sponsorship

evaluation of sponsorship packages and proposals produced by the individual

oral or written questioning to assess knowledge of sponsorship practices and protocols for accessing sponsorship opportunities

review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the individual.

Guidance information for assessment

The assessor should design integrated assessment activities to holistically assess this unit with other units relevant to the industry sector, workplace and job role, for example:

BSBCMM401A Make a presentation

BSBPMG510A Manage projects

SITXEVT503 Manage event staging components

SITXMGT501 Establish and conduct business relationships

SITXMPR404 Coordinate marketing activities.

Required Skills and Knowledge

Required skills

communication skills to liaise and negotiate with sponsors and mange their participation

critical thinking skills to evaluate a potential sponsor’s best fit with the business activities or projects

initiative and enterprise skills to identify and action opportunities to obtain sponsorship

literacy skills to:

read and interpret details of the business activities or projects to be sponsored and complex sponsorship contracts or agreements

research potential sponsors that are aligned with the business activities or projects

write sponsorship materials and agreements expressing complex business ideas and proposals

numeracy skills to evaluate budgets and interrogate or use a range of financial data to inform sponsorship activities

planning and organising skills to organise sponsorship activities according to agreements

problem-solving skills to monitor activities, identify sponsorship servicing deficiencies and make required adjustments

self-management skills to take responsibility for sourcing and managing sponsorship arrangements

teamwork skills to brief colleagues on details of sponsorship arrangements

technology skills to design effective sponsorship proposals.

Required knowledge

for the particular industry sector and business type:

a range of business activities or events which would appeal to sponsors

potential sponsorship opportunities and sources of finance

protocols for sponsor contact

packages that can be offered to sponsors

a range of formats for and inclusions of sponsorship proposals

features of sponsorship contracts and agreements:

legal requirements to supply services as contracted and ramifications of failure to comply

sponsor reporting expectations and 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. 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.

Colleagues may include:

customers

event organisers

funding bodies

management

management committees.

Items, activities or projectsmay include:

entertainment

individual awards within an awards program

meals

oneoff promotional activities or projects

ongoing organisational activities, such as an annual publication

overall event or activity sponsorship

permanent or temporary exhibitions

physical items, such as satchels

social events

speaker sessions

sporting components

travel.

Potential sponsors may include:

community organisations

educational institutions

existing sponsors

government agencies

individuals

industry organisations or professional associations

investors

private companies.

Sponsorship materials may include:

electronic presentations

printed promotional material.

Sponsorship documentation may include:

activity reports or schedules

attendance figures

contracts

feedback documentation

financial records.