Unit of competency Outline
Date retreived
22/07/2026 9:14 PM AWST
22/07/2026 9:14 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.
Develop and apply strategies for merchandising and corporate presentation
Develop and apply strategies for merchandising and corporate presentation
Unit of competency
National Code
SIRRMER517
SIRRMER517
State Code
WD936
WD936
TGA Status
Deleted
Deleted
DTWD Status
Deleted
Deleted
State Implementation and Classification
Approved Date
20/06/2014
Field of Education
080599 - Sales And Marketing, N.e.c.
Original Release Date
20/06/2014
Nominal Hours
50
Description
This unit describes the performance outcomes, skills and knowledge required to develop and apply effective merchandising strategies for targeted consumer groups and enterprises. It involves knowledge of corporate imaging, consumer demographics, current merchandising and sales reports, target markets, industry design standards and contemporary retail design issues, and the development of visual concepts for corporate merchandise presentation plans and visual displays.
Notes
Elements and Performance Criteria
1. Produce a range of visual presentations.
- 1.1.Produce and install visual presentations to meet project briefs in a wide range of locations.
- 1.2.Maintain a digital photographic folio of presentations for evaluation and planning purposes.
2. Produce and install merchandise for a major promotion.
- 2.1.Design a series of promotional elements, according to industry standard and to match a project brief.
- 2.2.Develop a rendered concept visual of the installation.
- 2.3.Confirm promotional elements and installation concept visual with the client.
- 2.4.Outline projected implementation process in an action plan.
- 2.5.Manufacture materials to match the designed elements.
- 2.6.Install and dismantle the promotion to industry standard and client satisfaction.
3. Produce merchandising and promotional plans.
- 3.1.Determine profit margin by reading, analysing and summarising merchandise inventories and sales reports.
- 3.2.Analyse information to identify basic lines, slow sellers and fast sellers.
- 3.3.Produce merchandising plans using sales information that will strategically target consumer buying habits.
- 3.4.Develop industry standard proposals for seasonal promotion campaigns.
- 3.5.Develop illustrated visual seasonal promotion merchandising plans to complement advertising promotional campaigns.
4. Produce merchandising promotional planning manuals.
- 4.1.Negotiate and identify promotional briefs with industry clients.
- 4.2.Collate comprehensive corporate product and outlet data for specific promotional displays or exhibitions.
- 4.3.Present clear, concise analyses of stock, expectations, specific stories for visual presentation and target turnover and profit margins.
- 4.4.Determine specific cost, manufacturing and dispatch details.
- 4.5.Incorporate analysed data into corporate manuals that comply with particular retail organisation standards and image.
- 4.6.Recommend suitable future directions and procedures for corporate manuals.
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 individual, accessibility of the item, and local industry and regional contexts) may also be included.
Visual presentations may include:
bulk merchandising
carnival theme
different product ranges:
fashion
music
pharmacy
sports
harmony and contrast of colour
sales promotions
specified space
specific target demographic.
Promotional elements may include:
display point props
interior and exterior design elements
invitations and brochures
merchandising manual
news and magazine advertisements
point-of-sale units
posters and banners.
Industry standardmay include:
corporate image
merchandising policy
store plan and design.
Visual presentations may include:
bulk merchandising
carnival theme
different product ranges:
fashion
music
pharmacy
sports
harmony and contrast of colour
sales promotions
specified space
specific target demographic.
Promotional elements may include:
display point props
interior and exterior design elements
invitations and brochures
merchandising manual
news and magazine advertisements
point-of-sale units
posters and banners.
Industry standardmay include:
corporate image
merchandising policy
store plan and design.
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.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
produces visual installations for a wide range of themes and locations
negotiates with a client; and plans, installs and removes a major promotion
collaborates with clients to develop merchandising plans to industry requirements and to address the specific needs of the retail outlet
collaboratively develops effective merchandising promotional planning manuals.
Context of and specific resources for assessment
Assessment must ensure access to:
a real or simulated retail visual merchandising work environment
relevant documentation, such as:
legislation and statutory requirements
work health and safety (WHS) requirements
industry codes of practice
information and performance data on existing sales and merchandise
information on existing corporate merchandising and promotional plans
information on:
client requirements (project brief)
store image
products and services
retail design trends
materials.
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:
observation of performance in the workplace
simulated merchandising and corporate planning projects
a folio of personally developed designs
client feedback
answers to questions about specific skills and knowledge
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
produces visual installations for a wide range of themes and locations
negotiates with a client; and plans, installs and removes a major promotion
collaborates with clients to develop merchandising plans to industry requirements and to address the specific needs of the retail outlet
collaboratively develops effective merchandising promotional planning manuals.
Context of and specific resources for assessment
Assessment must ensure access to:
a real or simulated retail visual merchandising work environment
relevant documentation, such as:
legislation and statutory requirements
work health and safety (WHS) requirements
industry codes of practice
information and performance data on existing sales and merchandise
information on existing corporate merchandising and promotional plans
information on:
client requirements (project brief)
store image
products and services
retail design trends
materials.
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:
observation of performance in the workplace
simulated merchandising and corporate planning projects
a folio of personally developed designs
client feedback
answers to questions about specific skills and knowledge
review of portfolios of evidence and third-party workplace reports of on-the-job performance.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.
No information
| State Code | National Code | Title | Type |
|---|---|---|---|
| J152 | SIR50212 | Diploma of Visual Merchandising | Qualification |