Marketing plan

Candidate Instructions
Purpose of this Assessment task
This assessment task is designed to test your skills in promoting products and services as required by the unit BSBMKG413 Promote products and services. Your trainer/assessor will be assessing your work and provide you with constructive feedback on Canvas. This task will assess your skills to:

●       Plan promotional activities

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●       Coordinate promotional activities

●       Review and report on promotional activities.

In this assessment you will analyse the provided case provided, undertake research in the topics presented, conduct 1 role-play to demonstrate your skills and provide report to your Trainer. By successfully completing this Case Study you will provide the required performance evidence of your competence in promoting innovation in a team environment.

 

What are you required to do to undertake this Case Study?

You should carefully read the provided Case Study; its additional documents provided on Canvas and undertake all questions. The task includes: (i) Analysing the case (ii) Undertaking required research (iii) Role playing and (iv) Reporting.

 

To successfully undertake this assessment, you should be doing the following:

●       Read the provided Case Study couple of times and understand its requirements

●       Clarify the requirements with your trainer and assessor, if you are not sure

●       Research appropriate websites as directed by your trainer/assessor

●       Self-reflect and practice the 1 role-play before you record them and upload them on Canvas

●       Discuss with your trainer/assessor the contents of the report you will be presenting

 

Context and conditions of undertaking the tasks?

The prescribed tasks will be undertaken by you after carefully analysing the case scenarios. Your trainer/assessor will provide you a context to role-play the scenario. Your trainer will also provide you guidance on the websites to be researched. Your trainer/assessor may also set certain conditions under which you will perform the tasks required by this assessment. For example, your trainer may set a time limit to perform a task or, ask you to repeat a task or, ask you to give additional information about the performance by asking you some verbal questions or, they may prescribe you some new conditions to undertake certain tasks.

 

Given your personal conditions, your trainer/assessor should also be able to make some reasonable adjustments in undertaking the tasks of this assessment. You should check with your trainer/assessor about the conditions under which the tasks should be completed, and the possible adjustment they can make in undertaking these tasks.

 

What specific WHS requirements may be involved?

This assessment will require you to be aware of the standard Workplace Health and Safety requirements e.g. Workplace Health and Safety Act and Workplace Health and Safety Legislation Your trainer/assessor will advise you on these and other legislative requirements.

 

 

Tasks and frequency of performance

Details of the tasks to be undertaken in this assessment are provided in the attached Case Study. The tasks listed in that document must be performed at least once. The role-play question should involve at least 2 team members.

 

Getting Started

 

The assessment may be re-attempted on two further occasions (maximum three attempts in total). All assessments must be resubmitted 3 days within receiving your unsatisfactory grade. You must clearly indicate “Re-submission” on your resubmitted work.

 

You must complete all questions unassisted by the assessor or other personnel but may refer to reference material as may be needed. All questions must be answered satisfactorily for the assessment to be completed satisfactorily.

For any assessment conducted that is incomplete, or without satisfactory performance, the assessment will need to be completed again after further training support. This may be simply to focus on question areas not achieved in the prior assessment.

 

Submitting your assessment

When you are ready to submit your assessments, upload the files in Canvas via the submission tab. It is important that you keep a copy of all electronic assessments submitted to Canvas. Please submit all assessment components.

 

Word count

In this assessment some of the questions include a word count. This is a guideline only, but your answers should not vary substantially (i.e. +/- 10%) from the word count provided. Microsoft Word includes a word count tool.

Objective To test the required application skills in Promoting products and services.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Assessment Cover Sheet
Candidate name:  

 

Trainer’s Name:  
Date Submitted:  

 

Candidate declaration: I declare that:

●       I have read and understood all the information provided in relation to the assessment requirements to complete this unit, the instructions and the purpose and processes of undertaking this assessment task

●       This assessment is my own work and where other’s works or ideas have been borrowed, I have appropriately referenced or acknowledged them

●       I understand that plagiarism is a serious offence that may lead to disciplinary action.

 

Candidate signature:  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Task 2: Portfolio of Evidence

 

General instructions

Assessment task 2 is based on the BBQ Fun case study presented below and is divided into 4 parts.

Part A – Marketing Promotions Plan Report

Part B – Promotions Action Plan

Part C – Evaluation and Review

Part D – Promotional Plan Presentation

Further information is also presented in the appendices found in the supporting documentation section on Canvas, which include the following:

  • Appendix A: BBQ FUN Marketing Policies and Procedures
  • Appendix B: BBQ FUN Marketing Plan
  • Appendix C: Key legislation, codes of practice and standards.

Review the case study and the attached documents and complete all tasks and questions.

BBQ FUN Case Study

BBQ FUN is located in Inner-Brisbane and is owned and operated by Chrissy and Cameron Riley.

The business is currently entering its fourth year of operation and the long-term goal of the business is to become the market leader in retail outdoor lifestyle products over the next two years. This will include the need to expand the business and open three new stores within Brisbane and the surrounding areas during this growth period.

BBQ FUN has built its reputation within Brisbane by providing a large range of outdoor products incorporating both local and imported goods which range in price to suit the needs of the consumer. Customers are provided with various payment options including easy to manage payment plans.

The business also offers an ‘after-sales service’ and has an optional three-year guarantee on all products. (An advantage in the current market which is dominated by products which do not meet high quality standards.)

Chrissy and Cameron have hired you as a team leader for their Marketing Department. Due to the growth of the business and the plan to continue the expansion of the business over the next two years, they realise that it is important that all facets of the Marketing Department need to be reviewed and new processes and plans be implemented.

Chrissy and Cameron have met with you to discuss marketing promotions for the business for the next six months and need to you develop:

●       a Marketing Promotions Plan

●       a Marketing Promotions Action Plan for a key product line in their outdoor leisure business.

They would like you to conduct all necessary research and develop the promotional activities for BBQ FUN and report to them at a time to be confirmed.

You have been provided with a promotional budget of $50,000 to develop and implement your promotion and you must ensure that all aspects of the promotional activities you create fit within this budget.

The personnel who will be involved in the promotion include:

●       sales personnel from each department (BBQs, outdoor furniture, outdoor heating and cooling, service and layby counter, cashiers and administration)

●       department team leaders based on the departments noted above

●       senior management

●       specific suppliers

●       consumers.

 

 

 

Part A – Marketing Promotions Plan

As requested by Chrissy and Cameron, you are to identify one product or service which is provided by BBQ FUN and develop a Marketing Promotions Plan.

  1. Refer to the background information provided in the Appendices, in particular the Marketing Plan in Appendix B, and develop your Marketing Promotions Plan in the following template, addressing all the points listed below. (800 words)

Note:  You will need to conduct all necessary research to assist you in the development of your plan.

  1. Write a short introduction to your report mentioning the following:
    • the purpose for the plan
    • the product you have selected
    • how this plan fits into the overall organisational situation
  2. Based on the Marketing Plan in Appendix B, set some objectives by completing the following:
    • outline the marketing objectives of BBQ FUN
    • set 2 objectives for this promotions plan
  3. Determine your proposed marketing approach by completing the following:
    • Identify 5 marketing tools or activities that you may use
    • Research each one and list 3 advantages and 3 disadvantages
    • Formulate your proposed marketing approach by describing which tools or activities you will use and how you will use them
    • Describe why you believe that your chosen methods will be effective
  4. Describe the consultation process by completing the following:
    • List who will be consulted with, during the planning and implementation of the promotion.
    • Describe the consultation process you will use to ensure you receive support from all relevant personnel for your promotional activities.

 

  1. Provide a list of all the resources you will need to conduct your promotional activity. Make sure you include:
    • all marketing collateral that you will need
    • physical resources
    • a list of the people who will be involved in the promotions
  2. Describe the networks you will use in the plan and how these networks will assist in implementing your promotion.
  3. Describe how you will establish and maintain relationships with your target markets in a way that enhances the positive image of BBQ FUN.
  4. Based on the resources you have identified and the research you have conducted, provide a general budget for the promotional activity. You will need to research the cost of each item and provide a realistic estimate. Make sure you stay within the budget.

 

This is a professional business report. It must flow logically, be concise and easy to read so that Chrissy and Cameron will easily understand anything you are presenting. Make sure there are no grammatical or spelling errors.

 

 

 

 

 

 

 

 

 

 

Marketing Promotions Plan

A: Introduction

 

 

 

 

B: Marketing Objectives

 

 

 

 

C: Proposed Marketing Approach

Marketing Tools Analysis
Marketing Tool Advantages Disadvantages
     
     
     
     
     
Proposed Approach

 

 

 

 

D:  Consultation Process

 

 

 

 

 

E: Promotional resources

 

 

 

 

 

F: Networks

 

 

 

 

 

 G: Maintaining Positive Relationships with Targeted Customers

 

 

 

 

 

 

 

H: Budget

Promotional Budget
Budget Item: Budget $:
(E.g. Print Advertising) $ 2,000.00
(E.g. Email Marketing) $ 575.00
   
   
   
   
   
   
   
Total  

 

 

 

 

Part B – Promotions Action Plan

You have now completed your Marketing Promotions Plan and have a good understanding of what is needed to coordinate and implement your promotional activity for BBQ FUN.

As part of the planning process, you need to develop a Marketing Promotions Action Plan. The purpose of the Plan is to ensure that everyone involved in the project at BBQ FUN understands the planning and implementation process needed to promote your selected product or service.

  1. For this activity, you must use the information you have gathered in Part A and complete the Marketing Promotion Action Plan template by addressing all the points below.
  2. List every step of the planned promotions for your product in order from start to finish. Provide at least 8 actions.
  3. Refer to the roles and responsibilities of each stakeholder (as set in the Case Study) and identify who is responsible for each action.
  4. List the required tasks for each action.
  5. Provide clear timelines for each action from start to finish.
  6. List the resources required for each action.
  7. List the points at which consultation is necessary to review any areas of the promotion planning and implementation. Include an action for the consultations and list who needs to be involved and the timeframes for each consultation meeting (i.e. when each consultation will happen).

 

 

Marketing Promotions Plan
Action

What step in the promotional activity

Person responsible

Cashiers, management etc.

Tasks to be undertaken

Specific task to be completed

Timeline

Estimated timeframe

Resources required

Advertising, media, stock etc.

1.       

 

     
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5.       

 

     
6.       

 

     
7.       

 

     
8.       

 

     

 

 

 

  1. You will need to get agreement from each person for the actions they are responsible for. Draft an email to one person from your action plan and include the following:
    1. Provide them with a summary of the project
    2. Be specific on the actions, tasks and timelines they are responsible for
    3. Ask them to confirm their commitment to completing what is required
    4. Let them know they can contact you with any questions or if they need any assistance

 

To:  
Cc:  
Subject:  
 

 

 

 

 

 

 

 Part C – Evaluation and Review

Chrissy and Cameron are happy with the promotional planning you have conducted for your specified product or service and have given approval for the promotion to run. They would like more information on how you are going to determine the success of promotion.

  1. Describe how you will gather and analyse feedback from your target audience by completing the following.
    1. List 5 ways that you can gather feedback from your target audience to determine the impact of the promotional activities.
 

 

 

 

  1. You have decided to conduct some telephone surveys of your target audience. Create a script that you will provide to the telemarketers. In your script, include the following:
    • An introduction
    • At least 6 questions
    • An opportunity for the customer to freely add any further information
    • A close with a thank you
Telemarketing Feedback Script
Introduction  

 

6 Questions (or more)  

 

Anything else?  

 

Close  

 

  1. List 3 stakeholders (both internal and external) who need to be included when evaluating the success of the promotion and explain why.
 

 

 

 

  1. List 5 things that you will evaluate when analysing the feedback data to determine the effectiveness of the promotional campaign.
 

 

 

 

 

  1. Describe 3 ways you can communicate the feedback that you gather to the relevant personnel.
 

 

 

 

 

 

 

  1. Chrissy and Cameron also require you to do a cost benefit analysis. In the following table, list the 5 costs and 5 benefits that you will use in your evaluation.

 

Cost Benefit Analysis
Costs Benefits
   
   
   
   
   

 

  1. List 5 things that you can evaluate when assessing the effectiveness of the planning process for your promotional campaign.

 

 

 

 

 

 

 

 

 

 

Part D – Presentation

  1. You have now arranged to meet with Chrissy and Cameron to present your plan. For this activity, you are to conduct a 5-minute PowerPoint presentation which demonstrates both your understanding of your selected promotion and your ability to communicate effectively with Chrissy and Cameron to elicit opinions and views related to your plan.

Your presentation must cover the following:

  • Objectives of the promotional campaign
  • Proposed approach
  • Action plan
  • Evaluation methodology
  • Conclusion

Conduct the presentation with 3 other class members.  2 class members will play the part of Chrissy and Cameron and one will be an observer. Alternate roles until everyone has done their presentation.

Follow presentation protocols including introductions and format for a presentation. It is recommended that you develop Presentation Notes to assist you to deliver your presentation in a format which flows and addresses the key points of this activity and the Checklist.

Conclude the presentation by asking Chrissy and Cameron for any feedback or if they have any questions and asking for their approval to go ahead with the implementation.

An Observation Checklist follows and will be used by the assessor for this activity. Upload this completed checklist with your assignment.

Online

If you are attending the webinar, you will need to do this role play at home either with 2 members from your class or, if this is not possible, with family and friends. You will need to brief family and friends on the context of the role play. Record the video and submit with your written assessment. The instructions on Recording and submitting a video role play are located in additional information on Canvas.

End of Assessment.

Congratulations, you have completed this assessment task.

 

Please ensure all questions are answered and upload the following:

  • This completed workbook
  • The PowerPoint presentation
  • The completed observer checklist/video of presentation

 

 

Observation Checklist – Promotional Plan Presentation

Name of Student:       ________________________________________

Name of Observer:    ________________________________________

  Yes Improvement Required  Observer’s Comments
Presented objectives of the promotional campaign    

 

 

 
Presented proposed approach      
Presented action plan      
Presented evaluation methodology      
Conclusion      
Asked for any feedback or if they there are any questions

 

     
Asked for approval to go ahead with the implementation.      
Projects a professional image while seeking or sharing information      
Built rapport and maintained a positive working relationship      
Used clear and specific language to clarify, explain and present information relating to the promotional activity

 

     

 

 

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