Unit of competency Outline
Date retreived
22/07/2026 7:55 AM AWST
22/07/2026 7:55 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Establish and adjust the marketing mix
Establish and adjust the marketing mix
Unit of competency
National Code
BSBMKG502B
BSBMKG502B
State Code
D0867
D0867
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
15/10/2014
Field of Education
080505 - Marketing
Original Release Date
15/10/2014
Nominal Hours
50
Description
This unit describes the performance outcomes, skills and knowledge required to determine the optimum marketing mix for a business through analysis of inter related marketing components.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Evaluate each component of the marketing mix
- 1.1. Identify key characteristics of products or services and estimate their significance to the market
- 1.2. Review pricing policy and analyse pricing variables to determine their effect on demand
- 1.3. Analyse promotional methods to determine their importance to marketing outcomes
- 1.4. Review channels of distribution and estimate their significance in relation to marketing outcomes
- 1.5. Identify and analyse level of customer service provision to determine its significance to marketing outcomes
- 1.6. Identify potential customer base and key pressure points for success
- 1.7. Analyse and test the effect of the components of marketing mix on each other, and establish their relative importance to customer base
2. Determine marketing mix for specific markets
- 2.1. Identify and asses environmental factors for their impact on marketing mix
- 2.2. Identify consumer priorities, needs and preferences that affect marketing mix
- 2.3. Consider product, pricing, promotional, distribution and service variations, and evaluate these against marketing objectives, target market characteristics and desired positioning
- 2.4. Select marketing mix that best satisfies target market and meets marketing objectives
- 2.5. Ensure marketing mix decision meets organisational, strategic and operational marketing objectives
3. Monitor and adjust marketing mix
- 3.1. Monitor marketing mix against marketing performance and isolate components for testing
- 3.2. Evaluate implications of altering one or more components of marketing mix in relation to market factors and consumer response
- 3.3. Adjust components of marketing mix in response to test results and evaluation of market response
- 3.4. Ensure adjusted marketing mix meets budgetary requirements
- 3.5. Ensure adjusted marketing mix continues to meet organisational, strategic and operational marketing objectives, and desired positioning
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.
Characteristics of products or services may include:
brand
brand loyalty
compatibility with other products, services or equipment
degree of customisation
design
durability
ease of maintenance
features
flexibility
functional performance
innovativeness
occupational health and safety issues
packaging
pollution hazard reduction
quality
range of size, colour or other factors
reduction of risks to health and safety, such as noise
robustness
styling
technical features
upgrading
volumes available
Pricing variables may include:
cost of ownership
credit terms
discount percentages
discount structure
financial deals
leasing arrangements
price point chosen
psychological elements
residual value
sales
special offers
stage payments
Promotional methods may include:
impersonal promotion such as:
advertising
sales promotion
personal promotion such as:
direct marketing
face-to-face selling
personal selling
segmentation
Marketing may include:
business-to-business marketing
direct marketing
ideas marketing
marketing of goods
public sector marketing
services marketing
telemarketing
Channels of distribution may include:
dealers
delivery service
distributors
e-business
franchisees
internet
mail order
podcasts
re-seller
retail
self-service
telesales
wholesale
Level of customer service may include:
after sales service
call centre support
electronic client service
no customer service
one-on-one personal service
sales assistance for problems or queries only
Marketing mix may include:
customer service variables
distribution variables
pricing variables
product or service variables
promotional variables
Customer priorities, needs and preferences may include:
required or preferred products/services
preferred price point
preferred purchase volume in units and in dollars
preferred method of payment
preferred time and place for responding
preferred time and place to take delivery
preferred medium to respond to direct response offers such as:
in person
mail
phone
website
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.
Characteristics of products or services may include:
brand
brand loyalty
compatibility with other products, services or equipment
degree of customisation
design
durability
ease of maintenance
features
flexibility
functional performance
innovativeness
occupational health and safety issues
packaging
pollution hazard reduction
quality
range of size, colour or other factors
reduction of risks to health and safety, such as noise
robustness
styling
technical features
upgrading
volumes available
Pricing variables may include:
cost of ownership
credit terms
discount percentages
discount structure
financial deals
leasing arrangements
price point chosen
psychological elements
residual value
sales
special offers
stage payments
Promotional methods may include:
impersonal promotion such as:
advertising
sales promotion
personal promotion such as:
direct marketing
face-to-face selling
personal selling
segmentation
Marketing may include:
business-to-business marketing
direct marketing
ideas marketing
marketing of goods
public sector marketing
services marketing
telemarketing
Channels of distribution may include:
dealers
delivery service
distributors
e-business
franchisees
internet
mail order
podcasts
re-seller
retail
self-service
telesales
wholesale
Level of customer service may include:
after sales service
call centre support
electronic client service
no customer service
one-on-one personal service
sales assistance for problems or queries only
Marketing mix may include:
customer service variables
distribution variables
pricing variables
product or service variables
promotional variables
Customer priorities, needs and preferences may include:
required or preferred products/services
preferred price point
preferred purchase volume in units and in dollars
preferred method of payment
preferred time and place for responding
preferred time and place to take delivery
preferred medium to respond to direct response offers such as:
in person
phone
website
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 following is essential:
developing a report containing a description of activities undertaken to establish a marketing mix in an organisation, including information on each element of the marketing mix, such as:
levels of customer service to be provided
how a product or service will be distributed
how a product or service will be priced
whether additional products or services will be offered
how the product or service will be promoted
reporting on at least one review of the success of marketing mix activities developed including coverage of any necessary adjustments made.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual or simulated workplace
access to office equipment and resources
access to organisational and marketing strategic plans.
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:
analysis of responses to case studies and scenarios
assessment of written reports on the marketing mix
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
observation of presentations on the marketing mix or changes made to the marketing mix
oral or written questioning to assess knowledge and understanding
review of authenticated documents from the workplace or training environment
review of testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
BSBMKG501B Identify and evaluate marketing opportunities
other marketing units.
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 following is essential:
developing a report containing a description of activities undertaken to establish a marketing mix in an organisation, including information on each element of the marketing mix, such as:
levels of customer service to be provided
how a product or service will be distributed
how a product or service will be priced
whether additional products or services will be offered
how the product or service will be promoted
reporting on at least one review of the success of marketing mix activities developed including coverage of any necessary adjustments made.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual or simulated workplace
access to office equipment and resources
access to organisational and marketing strategic plans.
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:
analysis of responses to case studies and scenarios
assessment of written reports on the marketing mix
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
observation of presentations on the marketing mix or changes made to the marketing mix
oral or written questioning to assess knowledge and understanding
review of authenticated documents from the workplace or training environment
review of testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
BSBMKG501B Identify and evaluate marketing opportunities
other marketing units.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C3650 | BSBMKG502A | Establish and adjust the marketing mix | Unit of competency |
| C3730 | BSBMGT501A | Market services and concepts to internal customers | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUL84 | BSBMKG502 | Establish and adjust the marketing mix | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D163 | BSB50107 | Diploma of Advertising | Qualification |
| W223 | AUR40105 | Certificate IV in Automotive Management | Qualification |
| D164 | BSB50207 | Diploma of Business | Qualification |
| J301 | PSP50112 | Diploma of Government | Qualification |
| D202 | CUF50207 | Diploma of Interactive Digital Media | Qualification |
| D174 | BSB51207 | Diploma of Marketing | Qualification |
| D614 | MTM60111 | Advanced Diploma of Meat Processing | Qualification |
| D613 | MTM50211 | Diploma of Meat Processing (Meat Retailing) | Qualification |
| D362 | CUS50309 | Diploma of Music Business | Qualification |
| J151 | SIR50112 | Diploma of Retail Management | Qualification |
| D201 | CUF50107 | Diploma of Screen and Media | Qualification |
| J359 | CPP60112 | Advanced Diploma of Spatial Information Services | Qualification |
| J515 | SIS50712 | Diploma of Sport and Recreation Management | Qualification |
| J514 | SIS50612 | Diploma of Sport Development | Qualification |