ASSESSMENT SUMMARY
• This form is to be completed by the assessor and used a final record of student competency.
• All student submissions including any associated checklists (outlined below) are to be attached to this cover sheet before placing on the students file.
• Student results are not to be entered onto the Student Database unless all relevant paperwork is completed and attached to this form.
Student Name:
Student ID No:
Final Completion Date:
Unit Code: BSBMKG609
Unit Title: Develop a Marketing Plan
Please attach the following documentation to this form Result
Assessment Develop Marketing Strategies (Project, Report) S / NYS / DNS
Final Assessment Result for this unit C / NYC
Feedback is given to the student on each Assessment task Yes / No
Feedback is given to the student on final outcome of the unit Yes / No
Student Declaration I have been assessed in a fair and flexible manner. I understand that the Institute’s Student Assessment, Reassessment and Repeating Units of Competency Guidelines apply to these assessment tasks. Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback.
Name: Name:
Signature:

Signature:
Date: Date:

ASSESSMENT COVER SHEET
Term and Year: Term 2 2017
Assessment Type: Develop Marketing Strategies (Project, Report)
Date: Lecture Hall
Student Name:
Student ID No:
Qualification : BSB60215 Advanced Diploma of Business
Unit Code: BSBMKG609
Unit Title: Develop a Marketing Plan
Assessor’s Name
Student Declaration: I declare that this work has been completed by me honestly and with integrity. I understand that the Sydney Metro College’s (SMC) Student Assessment, Reassessment and Repeating Units of Competency Guidelines apply to these assessment tasks. Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback.
Name: Name:
Signature:

Signature:
Date: Date:
Student was absent from the feedback session.

Assessment/evidence gathering conditions
Each assessment component is recorded as either Satisfactory (S) or Not Satisfactory (NS). A student can only achieve competence when all assessment components listed under procedures and specifications of the assessment section are Satisfactory. Your trainer will give you feedback after the completion of each assessment. A student who is assessed as NYS (Not Yet Satisfactory) is eligible for re-assessment.
Resources required for this Assessment
• All documents must be created using Microsoft Office suites i.e., MS Word, Excel, PowerPoint
• Upon completion, submit the assessment printed copy to your trainer along with assessment coversheet.
• Refer the notes on SMC eLearning (Moodle) to answer the tasks
• Any additional material will be provided by Trainer
Instructions for Students
Please read the following instructions carefully
• This assessment is to be completed according to the instructions given by your assessor.
• Students are allowed to take this assessment home.
• Feedback on each task will be provided to enable you to determine how your work could be improved. You will be provided with feedback on your work within 2 weeks of the assessment due date.
• Should you not answer the questions correctly, you will be given feedback on the results and your gaps in knowledge. You will be given another opportunity to demonstrate your knowledge and skills to be deemed competent for this unit of competency.
• If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
• Please refer to the College re-assessment and re-enrolment policy for more information.
Procedures and Specifications of the Assessment
As outlined in the case study provided, identify two marketing opportunities and evaluate each opportunity for risks, strengths, weaknesses and alignment with organisational objectives. After you have reviewed the opportunities, select the best fitting opportunity for the organisation and develop marketing strategies, approaches and activities to take advantage of the opportunity which in this case, provide a SWOT analysis. This assessment comprises of 3 tasks which looks at:
• Task 1 – Devise marketing strategies
• Task 2 – Plan marketing tactics
• Task 3 – Prepare and present a marketing plan
You must provide:
? a report containing documents that support all of the instructions outlined in the procedure above. Your report should include Table of Contents, Introduction of overall assessment, Description (all parts from procedure steps 1-6), Conclusion (Summary of assessment).
Your assessor will be looking for whether you have:
? identified a suitable marketing opportunity
? conducted research to assess and analyse the market
? prepared a report outlining your marketing strategies to best take advantage of the identified market opportunities
? organised your report that suggested in the procedure.
Case study
Houzit is a chain of homewares stores in Brisbane that specialise in bathroom fittings, bedroom fittings, mirrors and decorative items. They currently have 15 stores spread across the greater Brisbane area, with all stores being managed and coordinated from their head office in Milton.
You have recently been appointed as the marketing manager and must now review the organisation and devise marketing strategies that will move Houzit towards its strategic goals. You are assisted in the marketing role by Marie and Tony. Marie manages the advertising/PR while Tony is a specialist search engine optimizer and webpage designer. You enjoy taking responsibility for the in-store promotions because it keeps you connected with the key personnel and the trends in merchandise category sales. Lamberts Consulting are also a preferred supplier of market research, marketing audits and marketing consultancy.
With the market for home-wares in Brisbane is estimated last year at $175 million per annum with an anticipated growth rate of ten percent in the coming year, the CEO has asked you to consider some marketing opportunities that may assist Houzit in reaching its goals, and provide him with brief summary evaluating two alternatives, including the benefits and risks associated with each option, and making a recommendation for the opportunity most likely to produce results.
You have gleaned the following information about Houzit:
? Houzit is close to entering its fifth year of operation; offering a wide range of home-ware items on easy-to-manage payment terms and supplies a three year guarantee on every item sold.
? The typical target customers have the following characteristics:
? Sophisticated people who are house proud
? Shoppers who will drive to an easy-to-access store
? Customers who require payment plans to spread their commitment over an extended period
? Renovators and new home builders
? 20–50 year olds.
? Houzit recognises the following trends and focuses its efforts on them.
? Quality – Preference for high quality items is increasing as customers are learning to appreciate differences in quality.
? Unique items – Customers want homewares that stand out from mass-produced, low quality items.
? Selection – People are demanding a larger selection of choices; they are no longer accepting a limited selection of homewares.
? The typical Houzit store has the following characteristics:
? Location – A commercial, suburban neighbourhood, or urban retail district.
? Design – Bright and functional.
? Size – 1,000–1,500 m2.
? Employees – 15–20 full time, plus several casuals
? Types of transactions – 60% cash, 40% on long-term repayment plan.
? Sales break-ups between the existing Brisbane stores reveal:
? 30% bathroom fittings
? 35% bedroom furnishings
? 20% mirrors and decorative items
? 15% lighting fixtures (recent addition).
A new customer’s first purchase is generally of mirrors and decorative items and this gives us the opportunity to sign them up to our loyalty program.
In a brief discussion with the CEO, you asked about the changes taking place in legislation that could impact on Houzit’s operation. The CEO explained:
‘There is a big push by governments on the issue of sustainability. This focuses mostly on environmental issues of waste management and energy conservation. Houzit stores have been deliberately designed in the past to be bright and comfortable places to shop. This means a significant cost in electricity usage to run the lights and the air-conditioners. With the new regulations we are going to have to find ways to still provide customers with what they want without the high electricity usage.’
Strategic plan (extract)
Vision
Houzit will be a national retail brand, catering to the needs of home makers with a range of unique, high quality homewares made accessible to all through our easy to manage payment plan.
Mission
By 2020, Houzit will have a significant retail presence in homewares in every Australian capital city, starting with 15 stores in the greater Brisbane area and growing to 100 Australia wide.
Objectives
1. Increase sales from $15million per year to $20million per year in the next three years.
2. Increase our loyalty customers list from 10,000 to 15,000.
3. Establish brand recognition in Brisbane so that at least 1 in 3 people recognise our brand in a random survey taken in 18 months’ time.

SWOT Analysis
Strengths:
? Excellent staff who are highly skilled and knowledgeable about homewares.
? Great retail space that is bright, functional and efficient for a commercial urban district.
? High customer loyalty among repeat customers.
? Assortment of offerings that exceed competitors’ offerings in quality, range and accessibility.
Weaknesses:
? A limited marketing budget to develop brand awareness due to the lack of critical mass and store cover.
? The struggle to continually fund the growing long-term repayment plans taken out by our customers.
Opportunities:
? A growing market in a high growth area with a significant percentage of the target market still not aware of Houzit’s offer.
? Increasing sales opportunities outside of our target area – greater Brisbane.
Threats:
? Competition from local independent retailers can drive down prices, as owner operators have lover overhead costs than our staff-run stores.
? Competition from national chains moving into the Brisbane market.
? A slump in the economy reducing customer's disposable income spent on homewares.

Task Description
You are required to submit a report that addresses the skills and knowledge in the following topic areas:
• Marketing principles and marketing plan development
• Marketing strategies and tactics
• Elements of a marketing plan
• Preparing and presenting a marketing plan.
Task 1 – Devise marketing strategies
1. Evaluate what are the marketing opportunities that the company would expect in terms of addressing its business objectives and evaluation of their business risks and, returns.
2. Develop an organisational overview (current status) that includes:
a. Marketing strategy direction (market penetration, market development, new products and services, or product/ market diversification) which are based from the organisational objectives (which should be based on SMART method)
b. Evaluate the current size, capabilities and resources of the organisation, including any notable strengths and weaknesses of the company
c. Identifies any gaps between the objectives, and the current capabilities and resources.
3. Discuss what would be feasible set of marketing strategies for the organization and provide justifications for it to ensure that strategies are coherent with the overall strategic vision of the organization.
4. Provide a marketing performance review with appropriate marketing metrics to ensure that the organization achieves its business performance against the planned marketing objectives. Using an appropriate tool (competitive analysis, life cycle tool, value chain analysis, etc.) to review the organization’s performance.
Task 2 – Plan marketing tactics
Detail the tactics necessary to implement the organization’s marketing strategy, you have outlined by including the following:
1. Provide a monitoring and review of the scheduling of activities (based on the proposed strategies) plan to ensure that the performance of the organization against objectives and budgets, and allow marketing targets to be adjusted if necessary.
2. Budget
3. A plan for coordinating and monitoring scheduled activities for each employee’s accountabilities and responsibilities including identifying what are the expectations of meeting work performance (KPIs).
4. Outline any legal and ethical requirements what are the possible risks that would impact on the selected tactics.

Task 3 – Prepare and present a marketing plan
1. Develop a marketing mix plan which is based on the organization’s marketing strategies incorporating how you would approach:
a. Address all elements in the marketing mix (product, pricing, placing and promotions) according to the organization’s new marketing objectives
b. Provide the rationale for the organization’s new marketing objectives to support the new marketing mix
2. Prepare a report to summarize the organization’s plan (which should include; Executive Summary, SWOT analysis, Marketing Objectives, Marketing Strategies, Marketing Mix, Implementation) and demonstrate:
a. The appropriate communication skills to relate to a diverse range of people
b. Allow for feedback/ response from key stakeholders and revise the marketing presentation (if necessary) within the required timeframe

Assessment answers
Task 1 – Devise marketing strategies
1.0 Evaluate what are the marketing opportunities that the company would expect in terms of addressing its business objectives and evaluation of their business risks and, returns.
1.1 Introduction

1.1.1 Business objective # 1
1.1.2 Business objective # 2
1.1.3 Business objective # 3
1.1.4 Business objective # 4
1.2 Evaluate the current size, capabilities and resources of the organisation, including any notable strengths and weaknesses of the company
1.2.1 Strengths of the company

1.2.1 Weaknesses of the company

1.3 Evaluation of possible business opportunities and potential business risks
1.3.1 Business Opportunities

1.3.2 Potential business threats


1.4 Discuss the various business analysis tools (Porter’s Five Forces, Life Cycle Tool and Value Chain Analysis) and how organizations can use it to assess its industry competitiveness. Propose a tool for Houzit to adopt ensure that the organization achieves its business performance against the planned marketing objectives.
1.4.1 Porter’s Five Forces
1.4.2 Life Cycle Tool
1.4.3 Value Chain Analysis
1.4.4 Provide a justification to which business analysis tool for Houzit to adopt and implement

1.5 Discuss the various marketing metrics (Brand Equity, Market Share and Customer Satisfaction) and how organizations can use it to assess its industry competitiveness. Propose a tool for Houzit to adopt ensure that the organization achieves its business performance against the planned marketing objectives.
1.5.1 Brand Equity
1.5.2 Market Share
1.5.3 Customer Satisfaction
1.5.4 Provide a justification why it is important for Houzit to adopt and implement these marketing metrics
1.5
Identifies any gaps between the objectives, and the current capabilities and resources.
1.5.1 Sales
1.5.2 Loyalty customers
1.5.3 Number of stores

2.0 Discuss and explore growth marketing strategies (based on Ansoff Growth Matrix) that would enable Houzit to realize it business objectives effectively.
2.1 Provide a short narration on the importance of sustaining business growth for an organization
2.3 Market Penetration

2.4 Market Development

2.4 New Products

2.5 Diversification


3.0 Discuss how market penetration and market development (which is based on Ansoff’s Growth Strategies) can enable business expansion for an organization. Provide a brief discussion how each of the strategies’ direction can support Houzit’s business objectives.
3.1 Market penetration
3.1.1 Increase promotions+
3.1.2 Customer Loyalty Improvement+
3.1.3 Price Penetration+
3.1.4 Increase Value Improvement through online sales+

3.2
Market development
3.2.1 Joint Venture+
3.2.2 Acquisition+
3.2.3 Strategic alliances+
3.2.4 Franchise+

4.0 Discuss and present justifications to the CEO on which strategy directions should the Houzit adopt that is within the organization’s projected capabilities and resources.
i. Select at least two strategy direction options+ from each marketing strategy (market penetration and market development) as Houzit’s new marketing strategies to achieve the desired performance outcomes.
ii. Develop a SMART criteria based on the proposed marketing strategies to guide in the setting of Houzit’s business objectives
iii. Submit your proposal to the CEO (your trainer will represent this role) and obtain an approval for it to be implemented.
Demonstration/observation checklist
Candidate’s name
Assessor’s name
Work activity New marketing strategies proposal
Date
With reference to Q3, you were asked to elaborate on four (4) strategies directions from two marketing strategy (market penetration and
market development) each. Please select two (2) strategies directions+ from four (4) you believe are best suited for you to proceed with for
Houzit. Complete the form below and discuss with your manager (trainer) to seek approval.
Marketing strategy Selection of strategy directions+ Feasibility analysis (why do you feel that this is the best option to proceed with?)
Meets objectives (how?) Risk levels (L/M/H) Business returns (size of the market, financial opportunity)
4.1 Market Penetration
4.2 Market Development


4.3 Developing the SMART criteria for Houzit Specific
Measureable
Achievable
Realistic
Timeline
4.4 Provide justifications to the proposal
Management Approval (for Trainer use)
4.5 Comments
Status Approved
Not approved
CEO (Trainer) Name : David
CEO (Trainer) Signature: Date:


Task 2 – Plan marketing tactics
5. Provide a schedule to implement the organization’s strategic objectives as well as to evaluate its costs/ benefits and briefly indicate what are the required initiatives to support the desired outcomes
Houzit Tactical Implementation Plan
Prepared by: Position: Signature: Date:
Objectives
(based on the company’s requirements) Adoption of 2 Marketing Strategies
(based on Task 1, Q3) Timeline over 3 years period Evaluation
Initiatives
(supporting factors to assist desired outcomes)
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Cost (limitations) Benefit (advantages)
5.1 Increase sales from $15million per year to $20million per year in the next three years.
5.1 Increase our loyalty customers list from 10,000 to 15,000.
5.1 Establish brand recognition in Brisbane so that at least 1 in 3 people recognise our brand in a random survey taken in 18 months’ time.
Approval ? Yes ? No
Name: David Position: CEO Signature: Date:

6. Provide a stakeholders’ plan detailing their roles and responsibilities as well as their measures of task performance
Houzit Balance Scorecard
Prepared by: Position: Signature: Date:
Marketing Activities
(in-store promotions, magazine adverts, public relations, web-based marketing, market research, customer service, sales) Role
(Job area) Responsibilities
(Job tasks) KPIs
(what are the expected accomplishment/s) Supporting Initiatives
(supporting factors to assist desired outcomes) Supervision
(who would be monitoring the staff)
Marketing Manager Marketing
Marie Advertising
& PR
Tony Web
Lamberts Consulting Market Research
Operations Customer Service & Sales
Approval ? Yes ? No
Name: David Position: CEO Signature: Date:

7. Detail a budgetary plan in line with the selected marketing strategies for the organization
Houzit Tactical Budget and Timeline Plan
Prepared by: Position: Signature: Date:
Objectives
(based on the company’s requirements) Strategy Directions+
(based on Task 1, Q4) Marketing Activities
(in-store promotions, magazine adverts, webpage, Lamberts Consulting) % of Budget to respective
Marketing Activities
(Out of 100%) Allocation ($) from Target Sales to achieve
($20 million) Budget Allocation Timeline over 3 years Justifications
(state the reasons why you think that the allocation would be effective to support productivity)
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Increase sales from $15million per year to $20million per year in the next three years.
Increase our loyalty customers list from 10,000 to 15,000.
Establish brand recognition in Brisbane so that at least 1 in 3 people recognise our brand in a random survey taken in 18 months’ time.
Approval ? Yes ? No
Name: David Position: CEO Signature: Date:
8. Outline any legal and ethical requirements that would affect the organization’s selected tactics.
Houzit Legal and Ethical Requirements Risk Analysis in relation to its Business Objectives
Prepared by: Position: Signature: Date:
Legislation & ethical considerations Marketing Strategy Directions+
(based on Task 1, Q4) Marketing Activities
(in-store promotions, magazine adverts, public relations, web-based marketing, market research, customer service, sales) Risk Evaluation Impact Evaluation
(state the reasons why you think that the allocation would be effective to support productivity)
Identified risk
(what can happen) Likelihood
(rank 1 for low, rank 5 for high) Impact
(low/ medium/ high
8.1 Competition and Consumer Act 2010
(The Competition and Consumer Act 2010 (CCA) covers most areas of the market and its purpose is to enhance the welfare of Australians by promoting fair-trading and competition, and through the provision of consumer protections).
8.2 Direct Marketing Code of Practice
(The Australian Direct Marketing Association (ADMA) administers a ‘Code of Practice’ for direct marketing which all ADMA members must abide by when conducting direct marketing campaigns)
8.3 Business Sustainability Issues
(Companies are encouraged to lower its carbon footprint, reducing the level of wastage and becoming more sustainable can result in energy savings, spending less on inputs, and creating a positive impression in the minds of the customers.)
Approval ? Yes ? No
Name: David Position: CEO Signature: Date:

Task 3 – Prepare and present a marketing plan
9. Develop (a) a marketing mix plan, which is based on the organization’s marketing strategies, and (b) ensure the marketing plan contains justifications to support the choice of strategies and tactics.
Current Marketing Mix
(what is the company’s current marketing mix) Business Objectives
(based on the company’s requirements) 2 Marketing Strategies
(based on Task 1, Q3) Strategic Directions+
(based on Task 1, Q4) Proposed New Marketing Mix
(The goal should be to differentiate the company from its competitors ) Rationale
(justify why the proposal would work)
Product • 30% bathroom fittings
• 35% bedroom furnishings
• 20% mirrors and decorative items
• 15% lighting fixtures (recent addition). • Increase sales from $15million per year to $20million per year in the next three years.
• Increase our loyalty customers list from 10,000 to 15,000.
• Establish brand recognition in Brisbane so that at least 1 in 3 people recognise our brand in a random survey taken in 18 months’ time.
Price • Types of transactions – 60% cash, 40% on long-term repayment plan.
Place • Location – A commercial, suburban neighbourhood, or urban retail district.
• Design – Bright and functional.
• Size – 1,000–1,500 m2.
• Employees – 15–20 full time, plus several casuals
Promotions • In-store promotions
• Advertisement & PR
• Website/ social media
• Market research
10. Discuss and present in a meeting with Houzit’s CEO on the proposed marketing plan.
10.1 Present the marketing plan in a report format for approval and allow for feedback/ response from key stakeholders and revise the marketing presentation (if necessary) within the required timeframe.
Houzit Management Meeting
10.1 Meeting activity Develop the Marketing Plan
Date
Venue
Attendance CEO Trainer’s Name
Marketing Manager YOU
Advertising and PR Officer Marie
Webmaster Tony
Market Research Lambert Consulting Manager
Absence with apologies N/A
10.2
Meeting agenda
(what is the purpose of this meeting) Welcome note
Matters arising Proposal of new marketing plan

Other matters (if any)
10.3 Market Overview
10.3.1 Target market

10.3.2 Business environmental analysis (based on Q1.4)
10.3.3 SWOT analysis Strengths
Weaknesses
Opportunities
Threats

10.4 What are Houzit’s business objectives that need to be addressed?
10.3.1
10.3.2
10.3.3
10.5 Proposed Marketing Strategies Identify which strategy directions+ would be used for each of the marketing strategies and provide justifications on how it meets with Houzit’s business objectives
10.5.1 Market Penetration Strategy direction+
Strategy direction+
10.5.2 Market Development Strategy direction+
Strategy direction+

10.6 Proposed marketing plan
Marketing Mix Strategy direction+ to use Marketing activities Timeframe Resources required Cost ($) Person responsible Success indicator
10.6.1 Product & Service
(what are the features and benefits to offer, what are the customer benefits, what makes the product/ service unique, what additional support to be offered?)
10.6.2 Pricing
(what unique value does the product or service offer/ deliver, what is the competitor’s pricing for this product/ service?)
10.6.3 Place
(how will the company be positioned in the marketplace, how can the distribution channel improve?
10.6.4 Promotions
(what advertising strategies to be used, what promotional strategies to use, what packaging/ branding strategies to use?
10.6.5 People
(Training in place to drive improvement, effective communication skills, do members ‘live’ the brand at work?
10.6.6 Process
(what changes can be made to improve waiting time, shopping experience, ease of checkout, handling store returns/ customer complaints?
10.6.7 Physical environment
(what are the tangible aspects that can be improved further, how are the products presented, ambience of the store?

10.7 Organizational contingency
Timeframe
Cost benefit analysis
Budgetary requirements
Legal & ethical
10.8 Monitoring/ measurement activities
Conclusion

11. Attendance Sign-off
11.1
David CEO
Name Position Signature Date
11.2 YOU Marketing Manager
Name Position Signature Date
11.3
Marie Advertising & PR
Name Position Signature Date
11.4
Tony Webmaster
Name Position Signature Date
11.5 Lambert Consulting Manager
Name Position Signature Date
12.0 Discussion and feedback in response to marketing plan (for Trainer use)
Demonstration/ observation checklist
Candidate’s name
Assessor’s name
Work activity Marketing Plan Proposal
Date
With reference to Q10.1, your trainer would represent the role of Houzit’s CEO and would provide feedback on behalf of the stated stakeholders in management meeting. You will be assessed based on whether you have provided sufficient information with regards to your proposal of a new marketing plan and be evaluated on each corresponding element in your marketing plan with either an ‘Accept’, ‘Consider’ or ‘Reject’. Once the evaluation is completed, feedback would be provided by the trainer who may require you to make adjustments to your marketing plan if required.
Feedback from stakeholders
(your Trainer would undertake this role) Evaluation Comments
Accept Consider Reject
12.1 Market overview 1. Target market ? ? ? 2.
3. Business environmental analysis ? ? ? 4.
5. SWOT analysis ? ? ? 6.
7. 12.2 8. Objectives ? ? ? 9.
12.2 Proposed marketing strategies and directions+
Market penetration Increase value to customer ? ? ?
Price penetration ? ? ?
Increase promotions ? ? ?
Increase customer loyalty ? ? ? 10.
Market development Joint venture ? ? ? 11.
Acquisition ? ? ? 12.
Strategic alliances ? ? ? 13.
Franchise ? ? ? 14.
Product Development New to world ? ? ? 15.
New product lines ? ? ? 16.
Product revision ? ? ? 17.
Reposition ? ? ? 18.
Diversification Related diversification ? ? ? 19.
Unrelated diversification ? ? ? 20.
12.4
Marketing Mix 21. Product ? ? ? 22.
23. Price ? ? ? 24.
25. Place ? ? ? 26.
27. Promotions ? ? ? 28.
29. People ? ? ? 30.
31. Process ? ? ? 32.
33. Physical environment ? ? ? 34.
35. 12.5 36. Organizational contingency 37. Timeframe ? ? ? 38.
39. Cost benefit analysis ? ? ? 40.
41. Budgetary requirements ? ? ? 42.
43. Legal & ethical ? ? ? 44.
45. 12.6 Performance measurement 46. Marketing Manager ? ? ? 47.
48. Advertising & PR ? ? ? 49.
50. Web-based Marketing ? ? ? 51.
52. Market Research ? ? ? 53.
54. Customer Service & Sales ? ? ? 55.
Adjustments required for the proposed Marketing Plan
Approval for new Marketing Plan ? Yes ? No
Name: David Position: CEO Signature: Date:
Assessment Submission Checklist to be completed by the Trainer/Assessor
Did the student complete and provide evidence for the following: Yes No
1. Provide a written analysis on evaluating the organization’s marketing plans? ? ?
2. Provide a report on the marketing plan? ? ?
3. Submit within agreed timeframe? ? ?
Trainer/ Assessor’s signature: Date:

Assessment Feedback Evaluation Sheet
Student’s Name:
Assessor’s Name : Date:
Unit Name: BSBMKG609 Develop a Marketing Plan
Has the learner proven they can: Yes No
1.1. Evaluate marketing opportunity options that address organisational objectives, and evaluate their risks and returns in the selection process ? ?
1.2. Develop marketing strategies that address strengths and opportunities within the organisation's projected capabilities and resources ? ?
1.3. Develop strategies which increase resources or organisational expertise where gaps exist between current capability and marketing objectives ? ?
1.4. Develop feasible marketing strategies and communicate reasons that justifies their selection ? ?
1.5. Ensure strategies align with organisation's strategic direction ? ?
1.6. Develop a marketing performance review strategy, incorporating appropriate marketing metrics to review of organisational performance against marketing objectives ? ?
2.1. Detail tactics to implement each marketing strategy in terms of scheduling, costing, accountabilities and persons responsible ? ?
2.2. Identify coordination and monitoring mechanisms for scheduled activities ? ?
2.3. Ensure tactics are achievable within organisation's projected capabilities and budget ? ?
2.4. Ensure tactics meet legal and ethical requirements ? ?
2.5. Ensure tactics provide for ongoing review of performance against objectives and budgets, and allow marketing targets to be adjusted if necessary ? ?
3.1. Ensure marketing plan meets organisational, as well as marketing, objectives and incorporates marketing approaches and a strategic marketing mix ? ?
3.2. Ensure marketing plan contains a rationale for objectives and information that supports the choice of strategies and tactics ? ?
3.3. Present marketing plan for approval in the required format and timeframe ? ?
3.4. Adjust marketing plan in response to feedback from key stakeholders and disseminate for implementation within the required timeframe ? ?
FEEDBACK TO STUDENT:
Assessment Outcome ? Satisfactory ? Not Yet Satisfactory ? Re-assessment required
Student Signature
____________________________ Date: ______________
Student Signature
Assessor Signature Assessor’s Declaration:
I hereby certify that the above student has been assessed by myself and all assessments are carried out as required by the Principles of Assessments (Clause 1.8 of the Standards for RTO 2015).
____________________________ Date: ______________
Assessor Signature
Appeal Process
I would like to appeal the outcome of this assessment as per the appeals procedure in the Student Handbook
Student’s signature: _______________________ Date: __________________

Assessment Receipt
Student’s Name:
Unit: BSBMKG609 Develop a Marketing Plan
Assessment: One
Term:
Assessors Name:
Assessors Signature:
Submission Date:
Resubmission Date:
Assessor’s Signature on Resubmission:
Important Notes: This is your evidence that you have handed in your assessment to your trainer. It is your responsibility to keep this document by the end of the term. This Assessment Receipt is not to be considered that the assessment has a positive outcome.
Student Declaration
Your trainer and assessor is required to discuss the following matters with you.
? Purpose and outcomes of the assessment process
? Relevant unit/s of competency
? Recognition of Prior Learning
? Appeals process
? Confidentiality and security of information
? Special need/ Additional information
? Signing of Student Declaration
In signing this form the Student acknowledges that the assessment process has been fully explained by this unit’s Trainer and Assessor Sydney Metro College. This declaration verifies that copies of the Assessment Plan and Unit of Competency have been provided and that the candidate understands and agrees to the assessment process as described. The candidate also confirms that she/he agrees that Sydney metro College has removed the weighting and marking as part of its assessment evaluation. This competency based training (CBT) assessment is part of Sydney metro College continuous improvement policy and compliance upgrade.