Unit of competency Outline

Date retreived
22/07/2026 8:48 AM AWST

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Develop and implement a sales or marketing plan

Develop and implement a sales or marketing plan

Unit of competency
National Code
LMTGN6001B
State Code
W7345
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
16/07/2011
State Implementation and Classification
Approved Date
24/10/2014
Field of Education
080505 - Marketing
Original Release Date
24/10/2014
Nominal Hours
60
Description
This unit covers the skills and knowledge to develop and implement a sales and marketing plan.
Notes
Elements and Performance Criteria
1 Analyse business goals and industry market trends
  • 1.1 Business goals and objectives are defined and analysed to assist formulation of a sales and marketing plan.
  • 1.2 Market trends are researched and issues related to workplace are analysed.
  • 1.3 Productionand marketing practices and their effects on workplace are analysed.
2 Establish strategic directions
  • 2.1 Directions for marketing are assessed in line with aims of business plan, customer requirements, market position, objectives, opportunities and resources of the business.
  • 2.2 Sales and marketing strategies are identified and prioritised in order to optimise sales and profit.
3 Develop a sales or marketing plan
  • 3.1 Business resources and appropriate personnel are identified and utilised to optimise effectiveness of sales and marketing plan.
  • 3.2 Liaison occurs with relevant personnel, including external specialist advice where applicable.
  • 3.3 Marketing strategy is developed which reflects overall directions and parameters relating to company business plan, identified long and short term objectives and budget for marketing.
4 Implement and monitor sales and marketing plan
  • 4.1 Implementation of sales and marketing plan is coordinated with all relevant personnel.
  • 4.2 Monitoring procedures are established.
  • 4.3 Financial data is measured and monitored against objectives to ensure progress towards target is achieved.
  • 4.4 Implementation of plan is monitored to establish overall performance.
5 Conduct plan review
  • 5.1 Review of sales and marketing plan is conducted and results assessed.
  • 5.2 Sales and marketing plan is modified, as necessary, to reflect dynamics of market place.
  • 5.3 Reporting of review outcomes is assessed.
6 Maintain records
  • 6.1 Records of sales and marketing planning activities are maintained and reports prepared.
  • 6.2 Presentations on sales and marketing plan are made at management meetings.
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. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs if the candidate, accessibility of the item, and local industry and regional contexts.
Legislative/regulatory requirements
All work must comply with relevant Federal and State or Territory legislative or regulatory requirements.
Market may include:
local markets
national markets
global markets
Production and marketing practices may include:
import and export of materials, components or complete products
direct marketing
wholesale and retail store distribution
exhibitions, shows, events
Develop a sales and marketing plan may include:
analysis of business goals and market trends
marketing strategy options
monitoring and measuring of financial data
review procedures and liaison with other departments
OHS practices
OHS practices include hazard identification and control, risk assessment and implementation of risk reduction measures specific to the tasks described by this unit, and may relate to:
manual handling techniques
standard operating procedures
personal protective equipment
safe materials handling
taking of rest breaks
ergonomic arrangement of workplaces
following marked walkways
safe storage of equipment
housekeeping
reporting accidents and incidents
environmental practices
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 the Training Package.

Critical aspects of evidence
Demonstrates skills and knowledge to:
interpret and analyse goals and market trends
identify, develop and prioritise sales and marketing plans and strategies
optimise sales and profits
monitor financial information against objectives
review, analyse and modify sales and marketing strategy and plan to ensure objectives are met
ensure OHS practices are applied to work activities
maintain accurate records

Consistency in performance
Consistently applies skills and knowledge when:
organising work
completing tasks according to instructions
working systematically with attention to detail
identifying improvements and avoiding damage
using workplace practices
using OHS practices
recording and reporting accidents and incidents
assessing operational readiness of equipment
recognising and adapting to cultural differences in the workplace, including modes of behaviour and interactions

Resource implications
Access is required to real or appropriately simulated situations, including work areas, materials and equipment, and to information on workplace practices and OHS practices.

Context for assessment
Assessment may occur on the job or in an appropriately simulated environment.

Interdependent assessment
This unit may be assessed independently or in combination with other relevant units.
Replaces
State Code National Code Title Type
W6599 LMTGN6001A Develop and implement a sales and marketing strategy Unit of competency
Replaced By
State Code National Code Title Type
BAV67 MSTGN6001 Develop and implement a sales or marketing strategy for fashion or textile items Unit of competency