Unit of competency Outline

Date retreived
22/07/2026 3:15 PM 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.

Coordinate sales and promotion of engineering-related products or services

Coordinate sales and promotion of engineering-related products or services

Unit of competency
National Code
MEM22018A
State Code
WE916
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
20/12/2012
State Implementation and Classification
Approved Date
17/04/2013
Field of Education
080501 - Sales
Original Release Date
17/04/2013
Nominal Hours
20
Description
This unit of competency covers the skills and knowledge required to coordinate sales and promotion of engineering-related products or services requiring engineering knowledge. The unit covers ensuring appropriate technical advice is provided to clients, contribution and participation in strategic planning and sales budget setting, control of sales costs against budgets, and responsibility for meeting sales performance indices. It includes a requirement to provide feedback on customer satisfaction and seek out opportunities for improvements.
Notes
Elements and Performance Criteria
1 Review organisational operations, markets and customer base
  • 1.1 Define sales, service and marketing strategic objectives for engineering-related products or services
  • 1.2 Establish nature and context of products or services, including market potential, technical advantage, customer-supplier relationships and relevant regulatory requirements
  • 1.3 Review functional team relationships and organisational fit, available technical and professional support services, communications and reporting lines
  • 1.4 Review sustainability and life cycle implications of products and services
  • 1.5 Review legal obligations of organisation and team related to consumer protection, trade practices, environmental and commercial legislation related to product or service delivery
  • 1.6 Identify relevant organisation accounts and budgets and establish procedures for compliance
  • 1.7 Identify available software for marketing and sales operations
2 Coordinate sales, service and promotions activities
  • 2.1 Establish implementation plan, schedule and budgets to achieve promotional and sales objectives
  • 2.2 Establish procedures to record progress against objectives, schedule and budget
  • 2.3 Participate in and supervise engineering-related sales, service and promotions with stakeholders, including customers
  • 2.4 Establish processes to ensure self and team maintain currency of technical knowledge of organisation’s products and services
  • 2.5 Establish continuous improvement of sales and promotion activities
3 Monitor sales and promotion activities
  • 3.1 Communicate and negotiate with stakeholders to establish organisational capability, feedback on improvement opportunities and customer needs, marketing opportunities, and development needs of sales and marketing team
  • 3.2 Address constraints and contingencies, and adjust short-term planning and reschedule, as necessary
  • 3.3 Monitor implementation of objectives by priority, strategy and schedule
4 Report outcomes
  • 4.1 Record progress and results in accordance with procedures
  • 4.2 Provide documentation, data entry and analysis, as required
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.
Personal responsibilities
Personal responsibilities may be defined by:
role specification
workplace agreement or award
negotiation
contract, legal or regulatory obligations
professional and ethical considerations
agreed operational or project requirements
Systems thinking
Systems thinking refers to the conduct of engineering work in a manner that demonstrates knowledge of how the interaction of different technical systems on equipment, machinery or structures, as well as the skills and techniques of personnel, combine to perform or support engineering-related operations, processes or projects. It embraces determining or establishing how the function of each technical system or component, as well as the skills and techniques of personnel, effects or potentially may effect, outcomes. Systems should be interpreted broadly within the context of the organisation and depending on the project or operation can include equipment, related facilities, material, software, internal services and personnel, and other organisations in the value chain
Constraints and contingencies
Constraints and contingencies may be:
financial
organisational, procedural or cultural
physical constraints, such as limits to resources, limits to site access or logistical limitations
WHS, regulatory requirements and enterprise procedures
WHS, regulatory requirements and enterprise procedures may include:
WHS Acts and regulations
relevant standards
codes of practice from Australian and overseas engineering and technical associations and societies
risk assessments
registration requirements
safe work practices
state and territory regulatory requirements
Legal obligations
Legal obligations may include:
contract law
commercial law
company law
consumer protection Acts and Commonwealth Trade Practices Acts and Regulations
environmental Acts
tax Acts and regulations, including GST and other sales-related provisions
industrial law, including relevant awards and agreements
WHS Act and regulations
Sustainability

Sustainability is used to mean the entire sustainable performance of the organisation/plant, including:
meeting all regulatory requirements
conforming to all industry covenants, protocols and best practice guides
minimising ecological and environmental footprint of process, plant and product
maximising economic benefit of process plant and product to the organisation and the community
minimising the negative WHS impact on employees, community and customer
Continuous improvement implementation
Continuous improvement implementation may relate to products or services being sold, including:
sales operation
product delivery and maintenance
measuring performance against benchmarks
process improvement
problem solving and decision making
data management, generation, recording, analysing, storing and use of software
training for improvement systems participation
technical training
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
A person who demonstrates competency in this unit must be able to coordinate sales of products or services where such sales require engineering-related knowledge and skills, including establishing performance objectives and identifying and implementing continuous improvement.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Assessors must be satisfied that the candidate can competently and consistently:
define sales and marketing organisational mission and strategic objectives, features and functions within the organisation
plan, schedule and budget to achieve promotional and sales objectives
identify technical and market advantage for products or services, customer-supplier relationships, current markets and context, marketing and sales opportunities, and constraints
investigate and evaluate options for sales, promotions and marketing team development, and complete feasibility analysis on marketing options
maintain records of plans, priorities, schedules and progress, legislative compliance, and personal and team skills development
coordinate implementation of objectives, sales, marketing and promotions, personal and team training, continuous improvement, problem solving and decision making, systems thinking, constraints and contingency management, short-term planning adjustments and rescheduling, and marketing team resources and budget
communicate and negotiate with stakeholders monitor products and services
report and document progress and results, data and analysis in accordance with procedures.
Context of and specific resources for assessment
This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, a simulated working environment must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team.
Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.
Access must be provided to appropriate learning and/or assessment support when required. Where applicable, physical resources should include equipment modified for people with disabilities.
Method of assessment
Assessment must satisfy the endorsed Assessment Guidelines of the MEM05 Metal and Engineering Training Package.
Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of underpinning knowledge.
Assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure correct interpretation and application.
Assessment may be applied under project-related conditions (real or simulated) and require evidence of process.
Assessment must confirm a reasonable inference that competency is not only able to be satisfied under the particular circumstance, but is able to be transferred to other circumstances.
Assessment may be in conjunction with assessment of other units of competency where required.
Guidance information for assessment
Assessment processes and techniques must be culturally appropriate and appropriate to the language and literacy capacity of the candidate and the work being performed.
Replaces
State Code National Code Title Type
W5679 MEM22009A Manage technical sales and promotion Unit of competency
Replaced By
State Code National Code Title Type
OEX03 MEM22018 Coordinate sales and promotion of engineering-related products or services Unit of competency