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STUDENT ASSESSMENT

TASKS

BSBMKG609
Develop a marketing plan
LCA Student ID Title First name Family name

Lawson College Australia Document Name Approved date Version To be reviewed on Updated on
RTO: 40679 CRICOS Provider: 03406J SAT-BSBMKG609 January 2019 1.3 January 2020 23 January 2019
Table of Contents

Table of Contents 2
Assessment Information 3
Assessment Instructions 4
Student Assessment Agreement 6
Assessment Task 1 Cover Sheet 7
Assessment Task 1: Written Questions 8
Assessment Task 1 Instructions 10
Assessment Task 1 Checklist 13
Assessment Task 2 Cover Sheet 14
Assessment Task 2: Marketing plan research project 15
Assessment Task 2 Instructions 16
Assessment Task 2 Checklist 20
Assessment Task 3 Cover Sheet 22
Assessment Task 3: Marketing plan development and presentation project 23
Assessment Task 3 Instructions 24
Assessment Task 3 Checklist 26

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 2
Assessment Information
The assessment tasks for BSBMKG609 Develop a marketing plan are included in this Student
Assessment Tasks booklet and outlined in the assessment plan below.

To be assessed as competent for this unit, the student must complete all of the assessment tasks
satisfactorily.

Assessment Plan
Assessment Task Assessment Task Summary

1. Written Questions Students must answer all questions correctly.

2. Marketing plan research project Students must conduct research and develop a marketing plan
briefing report to inform the development of a Marketing Plan.

3. Marketing plan development and Students must develop the Marketing Plan and present it to the
presentation project management team.

Assessment Preparation
Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for
clarification if you have any questions at all.

When you have read and understood this unit’s assessment tasks, print out the Student Assessment
Agreement. Fill it out, sign it, and hand it to your assessor, who will countersign it and then keep it on file.

Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.

Assessment appeals
If you do not agree with an assessment decision, you can make an assessment appeal as per your RTO’s
assessment appeals process.

Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt
with unfairly or have other appropriate grounds for an appeal.

Additional Resources
The following resources will be given to you before you begin each Assessment Task.
Assessment Task 2
Briefing Report Template

Assessment Task 3
Marketing Plan Template

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 3
Assessment Instructions
Each assessment task in this booklet consists of the following:

Assessment Task Cover Sheet


This must be filled out, signed and submitted together with your assessment responses.
If you are submitting hardcopy, the Cover Sheet should be the first page of each task’s submission.
If you are submitting electronically, print out the cover sheet, fill it out and sign it, then scan this and submit
the file.

The Assessment Task Cover Sheet will be returned to you with the outcome of the assessment, which will
be satisfactory (S) or unsatisfactory (U). If your work has been assessed as being not satisfactory, your
assessor will include written feedback in the Assessment Task Cover Sheet giving reasons why. Your
assessor will also discuss this verbally with you and provide advice on re-assessment opportunities as per
your RTO’s re-assessment policy.

Depending on the task, this may include:


 resubmitting incorrect answers to questions (such as short answer questions and case studies)
 resubmitting part or all of a project, depending on how the error impacts on the total outcome of
the task
 redoing a role play after being provided with appropriate feedback about your performance
 being observed a second (or third time) undertaking any tasks/activities that were not
satisfactorily completed the first time, after being provided with appropriate feedback.

Assessment Task Information


This gives you:
 a summary of the assessment task
 information on the resources to be used
 submission requirements
 re-submission opportunities if required

Assessment Task Instructions


These give questions to answer or tasks which are to be completed.
Your answers need to be typed up using software as indicated in the Assessment Task Instructions.

Copy and paste each task’s instructions into a new document and use this as the basis for your assessment
task submission. Include this document’s header and footer.

If you are submitting electronically, give the document a file name that includes the unit identification
number, the task number, your name and the date.

Checklist
This will be used by your assessor to mark your assessment. Read through this as part of your preparation
before beginning the assessment task. It will give you a good idea of what your assessor will be looking for
when marking your responses.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 4
Written assessment guidelines
Lawson College Australia [LCA] is committed to enabling students to develop industry best practice skills
and knowledge. An important enabling factor for our organization in to support our students is the provision
of high quality training and assessment programs designed to meet the needs of our clients and industry
In order to facilitate these values, LCA uses a variety of assessments for students. Part of the assessment
process includes written work such as short answers, explanations, descriptions and reports. Written
answers must provide enough evidence to allow the assessor to make a decision to grant a Satisfactory
result. Please refer to the table below which provides a guide to the number of words that are required for
written assessment tasks to ensure that evidence provided is:
 Sufficient
 Valid
 Reliable
 Authentic

Types of Written Meaning Number of words required1


Answers
General written Can be a single word answer or a phrase Phrase - 50 – 100 words unless
questions otherwise stipulated in the
assessment task instructions
List List answers using bullet points/numbers Answers can be one word or a
phrase
Discuss Detailed treatment of a topic in speech or 100-500 words
writing
Must be answered using sentences –
answering using bullet points and
numbered points only are not acceptable
Description A statement, picture in words or account that 100 – 500 words unless otherwise
describes something; representation in stipulated in the assessment task
words instructions
Must be answered using sentences –
answering using bullet points and
numbered points only are not acceptable
Bullet points/numbers can be used within
the description to highlight a point
Explanation A statement made to clarify something and 100 – 500 words unless otherwise
make it understandable stipulated in the assessment task
Must be answered using sentences – instructions
answering using bullet points and
numbered points only are not acceptable
Bullet points/numbers can be used within an
explanation to highlight a point.
Report an account given of a particular matter, 1000 – 3000 words unless
especially in the form of an official otherwise stipulated in the
document, after thorough investigation or assessment task instructions.
consideration by an appointed person or
body: Please include a word count at the
end of the report

Your trainer/assessor will also inform you the depth of answer required for each of the written assessment
tasks you are required to complete.

1
When a specific amount of words is stipulated in an assessment task or part thereof [for example 700 words], the
general rule of ≤ 10% is to be applied i.e. 630-770 words.
SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 5
STUDENT ASSESSMENT AGREEMENT

Make sure you read through the assessments in this booklet before you fill out and sign the agreement
below. Make sure you sign this before you start any of your assessments.

If there is anything that you are unsure of, consult your assessor prior to signing this agreement.

Have you read the assessment requirements for this unit? ☐ Yes ☐ No
Do you understand the requirements of the assessments for this unit? ☐ Yes ☐ No
Do you agree to the way in which you are being assessed? ☐ Yes ☐ No
Do you have any special needs that should be considered? ☐ Yes ☐ No
If so, explain these in the space below.

Click here to enter text.

Do you understand your rights to re-assessment? ☐ Yes ☐ No


Do you understand your right to appeal the decisions made in an assessment? ☐ Yes ☐ No

Student name

Student ID number

Student signature

Date

Assessor name

Assessor signature

Date

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 6
ASSESSMENT TASK 1 COVER SHEET
STUDENT DECLARATION
To be filled out and submitted with assessment responses
 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
 I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against
me according to the process explained to me.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student name Student signature


Student ID number Date

ASSESSOR DECLARATION
I hereby certify that this student has been assessed by me and that the assessment has been carried out
according to the required assessment procedures.

Resubmission ☐Y ☐N
ATTEMPT 1 S NS DNS Resubmission due date: _________
[within one(1) week ]

Trainer Name:

Trainer Signature: Date:

ATTEMPT 2
S NS DNS
(if applicable)

Trainer Name:

Trainer Signature: Date:

ASSESSOR FEEDBACK
Assessors: Please provide written feedback with assessment results to the student.
Feedback

ATTEMPT 1:

ATTEMPT 2 (If applicable):

Student result response [to be completed by the Student at the time of Assessor
feedback]
 My performance in this assessment task has been discussed and explained to me.
 I have received written feedback with assessment results from my assessor.
 I would like to appeal this assessment decision.
Student signature: Date:

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 7
Assessment Task 1: Written Questions
Task summary
This is an open book test to be completed in the classroom.
 Questions must be completed within 2 hours.
Students need to answer all of the written questions correctly.
Answers must be word processed and sent to your assessor as an email attachment.

Required
Access to textbooks/other learning materials
Computer and Microsoft Office
Access to the internet

Timing
The assessor will advise you of the due date of this submission.

Submit
Answers to all questions

Assessment criteria
All questions must be answered correctly in order for a student to be assessed as having completed the
task satisfactorily.

Re-submission opportunities
You will be provided feedback on your performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain and provide you with
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
You will need to submit the resubmissions by the due date. Use the Resubmission Assessment Plan and
Answer Sheet provided on Moodle for your resubmissions.

Note: This will be your last attempt. If you are ‘Not Satisfactory’ (NS) in this attempt you will be
deemed as “Not Yet Competent” (NYC).

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 8
Written answer question guidance
The following written questions use a range of “instructional words” such as “identify” or “explain”, which tell
you how you should answer the question. Use the definitions below to assist you to provide the type of
response expected.
Note that the following guidance is the minimum level of response required.

Analyse – when a question asks you to analyse something, you should do so in in detail, and identify
important points and key features. Generally, you are expected to write a response one or two paragraphs
long.

Compare – when a question asks you to compare something, you will need to show how two or more things
are similar, ensuring that you also indicate the relevance of the consequences. Generally, you are expected
to write a response one or two paragraphs long.

Contrast – when a question asks you to contrast something, you will need to show how two or more things
are different, ensuring you indicate the relevance or the consequences. Generally, you are expected to write
a response one or two paragraphs long.

Discuss – when a question asks you to discuss something, you are required to point out important issues
or features, and express some form of critical judgement. Generally, you are expected to write a response
one or two paragraphs long.

Describe – when a question asks you to describe something, you should state the most noticeable qualities
or features. Generally, you are expected to write a response two or three sentences long.

Evaluate – when a question asks you to evaluate something, you should do so putting forward arguments
for and against something. Generally, you are expected to write a response one or two paragraphs long.

Examine – when a question asks you to examine something, this is similar to “analyse”, where you should
provide a detailed response with key points and features and provide critical analysis. Generally, you are
expected to write a response one or two paragraphs long.

Explain – when a question asks you to explain something, you should make clear how or why something
happened or the way it is. Generally, you are expected to write a response two or three sentences long.

Identify – when a question asks you to identify something, this means that you are asked to briefly describe
the required information. Generally, you are expected to write a response two or three sentences long.

List – when a question asks you to list something, this means that you are asked to briefly state information
in a list format.

Outline – when a question asks you to outline something, this means giving only the main points,
Generally, you are expected to write a response a few sentences long.

Summarise – when a question asks you to summarise something, this means (like “outline”) only giving the
main points. Generally, you are expected to write a response a few sentences long.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 9
Assessment Task 1 Instructions
Provide answers to all of the questions below:

1. Outline how strategic alliances can provide options for marketing opportunities, and include two
examples of alliances (also known as cooperative business models) that can be formed
between businesses.
Click here to enter text.

2. Outline how the development of new products or services can provide marketing opportunity
options for a business, both in existing and new markets. Relate your answer to relevant
diversification strategies from the Ansoff matrix.
Click here to enter text.

3. Outline how the development of existing products or services can provide marketing opportunity
options for a business, both in existing and new markets. Relate your answer to relevant
diversification strategies from the Ansoff matrix.
Click here to enter text.

4. Outline how a takeover can create options for marketing opportunities for a business.
Click here to enter text.

5. Outline key information that a franchiser should consider providing when marketing their
franchise opportunity.
Click here to enter text.

6. Outline how a company can use the establishment of a new business as an opportunity for
marketing. Provide an example to illustrate your answer.
Click here to enter text.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 10
7. Outline two other marketing opportunity options that a business could choose to pursue other
than options explored in the questions above.
Click here to enter text.

8. Explain the importance of the product life cycle concept in marketing. Name and explain each of
its stages.
Click here to enter text.

9. Explain the importance of considering the marketing mix when bringing products or services to
the market.
Click here to enter text.

10. As most businesses have the objective to sell as many products as possible, outline key factors
that a company should consider in determining the product component of the marketing mix.
Click here to enter text.

11. Outline the importance of the pricing strategy for a business and two types of pricing strategy
that a company could use.
Click here to enter text.

12. Outline two types of promotional strategies that a business could use.
Click here to enter text.

13. Outline three common distribution strategies that can be used as part of the marketing mix.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 11
Click here to enter text.

14. Outline why a business may choose to use an undifferentiated marketing strategy.
Click here to enter text.

15. Outline why a business may choose to use a concentrated marketing strategy.
Click here to enter text.

16. Explain the process that a marketer can use to ensure that marketing strategies, approaches
and the marketing mix align with an organisation’s strategic objectives. Provide an example to
illustrate your response.
Click here to enter text.

17. Explain the process that a marketer can use to ensure that marketing strategies, approaches
and the marketing mix meet legal and ethical requirements. Provide an example to illustrate
your response.
Click here to enter text.

18. Explain the process that a marketer can use to ensure that marketing strategies, approaches
and the marketing mix are achievable for an organisation. Provide an example to illustrate your
response.
Click here to enter text.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 12
Assessment Task 1 Checklist
STUDENT’S NAME:

ATTEMPT 1 ATTEMPT 2
Completed Completed
successfully successfully
Did the student provide a Comments Comments
(Please tick) (If applicable,
sufficient and clear answer that
please tick)
addresses the suggested
answer for the following? Yes No Yes No

Question 1

Question 2

Question 3

Question 4

Question 5

Question 6

Question 7

Question 8

Question 9

Question 10

Question 11

Question 12

Question 13

Question 14

Question 15

Question 16

Question 17

Question 18

TASK OUTCOME:

ATTEMPT 1  Satisfactory  Not Satisfactory


Trainer Name:

Trainer Signature: Date:

ATTEMPT 2
(if applicable)
 Satisfactory  Not Satisfactory
Trainer Name:

Trainer Signature: Date:

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 13
ASSESSMENT TASK 2 COVER SHEET

STUDENT DECLARATION
To be filled out and submitted with assessment responses
 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
 I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against
me according to the process explained to me.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student name Student signature


Student ID number Date

ASSESSOR DECLARATION
I hereby certify that this student has been assessed by me and that the assessment has been carried out
according to the required assessment procedures.

Resubmission ☐Y ☐N
ATTEMPT 1 S NS DNS Resubmission due date: _________
[within one(1) week ]

Trainer Name:

Trainer Signature: Date:

ATTEMPT 2
S NS DNS
(if applicable)

Trainer Name:

Trainer Signature: Date:

ASSESSOR FEEDBACK
Assessors: Please provide written feedback with assessment results to the student.
Feedback

ATTEMPT 1:

ATTEMPT 2 (If applicable):

Student result response [to be completed by the Student at the time of Assessor
feedback]
 My performance in this assessment task has been discussed and explained to me.
 I have received written feedback with assessment results from my assessor.
 I would like to appeal this assessment decision.
Student signature: Date:

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 14
Assessment Task 2: Marketing plan research project
Task summary
This assessment task requires you in the role of Marketing Manager to conduct research and develop a
Marketing Plan briefing report to inform the development of a Marketing Plan that you will develop in
Assessment Task 3.

This task will be completed in the simulated work environment at your RTO.

Required
 Computer and Microsoft Office
 Access to the internet for research
 Briefing Report Template

Timing
The assessor will advise you of the due date of this submission.

Submit
 Marketing Plan briefing report

Assessment criteria
Students must complete all of the activities listed and will be assessed against the assessment criteria
included in the checklist included with this task.

Re-submission opportunities
You will be provided feedback on your performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain and provide you with
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
You will need to submit the resubmissions by the due date. Use the Resubmission Assessment Plan and
Answer Sheet provided on Moodle for your resubmissions.

Note: This will be your last attempt. If you are ‘Not Satisfactory’ (NS) in this attempt you will be
deemed as “Not Yet Competent” (NYC).

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 15
Assessment Task 2 Instructions

Carefully read the following:

NatureCare Products is based in Brisbane, Queensland Australia. It commenced business in 1996,


manufacturing and retailing eco-friendly, high quality beauty skin care products.

The business was established to cater for a growing demand for skin products that contain eco-friendly and
natural ingredients. There is also an emphasis on eco-friendly packaging.

NatureCare Products’ current Strategic Plan identifies that its vision is to be a market leader for providing
high quality, sustainable skin care products.
Its organisational objectives are to:
 To be a high performing profitable business
 To be a leader and innovator in natural, eco-friendly cosmetics
 To attract, engage and develop the best staff

It has identified its major competitors as being Jurilique and Botani, and is currently working on positioning
itself against this strong competition. The price of its products are slightly higher than major competitors.

The organisation currently consists of the CEO, Operations Manager, Sales Manager, Marketing Assistant,
Customer Sales Officers (5) and Administration staff (3). All the positions are based in the office in Brisbane.

The company’s current range of products include:


 Cleansing creams to soothe skin during make-up removal. Primary ingredients are Shea butter to
nourish the skin and plant the skin, and plant extracts rich in essential oils with regenerating and
anti-inflammatory properties. This product is for delicate and mature skins and can also be used as
a baby cream.
 Multi Protection Day Moisturizing Creams for dry to normal skin types that help protect the skin
during the day. It contains shea butter and extracts from fragile green algae that provides hydrating
and protective properties.
 Regenerating facial scrub to clean off dead skin cells to promote regeneration of healthy new
cells. This product can be used on most skin types.

The company has become well established in the Australian market, and sells its products in health stores
across the country. However, the company wants to widen its range of retails outlets with other outlets that
reflects its desired positioning.
It also sells its products online through its own web site, although there is no SEO, and no social media
presence currently.
The company targets customers that want high quality, eco-friendly products. Market research has identified
that around 70% of customers are professional women aged 25 to 55.
The current strategy of the company as identified in its latest Marketing Plan is niche marketing to the target
group based on positioning the products as high quality and eco-friendly.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 16
With regard to the marketing of NatureCare Products, the company is reasonably happy with sales through
the web site but would like to do more in the future, for example, through reviewing search engine
optimisation and to use social media to generate sales. The company is in a strong financial position and
has a budget of around $150,000 for marketing for the upcoming financial year.

The company would like to add more products over time and is focussed on a range of products to meet
particular skin needs rather than a one-size fits all. The company is also interested in expanding overseas.
Research has identified that Japan may represent a good opportunity for the company, as it has been
identified there are good opportunities for products made from natural ingredients. The company has also
decided to target essentially the same group of consumers as for the Australian market, as it has identified
that a key group of consumers in Japan for cosmetic products are middle-aged and older women who seek
functionality and higher-value-added items.

Regarding the company’s current promotional activities, successful promotional activities have been
advertisements on the Australian body + soul web site and in the Natural Health magazine. There have also
been in-store promotions with the focus on high quality products for women.

The management team of NatureCare Products has advised that its primary marketing objectives are:
 Increase the number of people who make a purchase while visiting the online store by 20%.
 Increase the number of retail outlets selling NatureCare Products by 150.
 To increase product awareness amongst the target market by 20%.
 To increase market share to 15%.
 To expand into at least one international market.
 To identify new products and new markets.
 To attain annual growth of at least 10% over the next three years.

Regarding market trends, the following have all contributed to the growth in popularity of natural-based
personal care products:
 health warnings
 environmental concerns
 ethical concerns
 therapy awareness
 organic attitudes

It is predicated that natural/organic skincare, hair care and cosmetics sales will continue to grow strongly in
the retail sector. Cosmetics in general are also still growing strongly.

Complete the following activities to develop a marketing plan briefing report using the template provided.
Your report must be professionally presented and written in clear and concise English.

1. Review the case study information and use the Internet to conduct research on trends and
development in the cosmetics industry, potential new and emerging markets, competitors and
any other relevant factors.

2. Based on your research and the review of the case study information, develop a SWOT and a
PESTLE analysis that outlines all of the internal and external factors that will impact on the
Marketing Plan.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 17
3. Identify and evaluate least three potential marketing opportunities for NatureCare Products and
that align with organisational objectives. The evaluation of each of the marketing opportunities
that you identify should include the following:
 The fit with organisation’s objectives as outlined in the scenario information.
 Risks of each of the marketing opportunities you have identified.
 Potential returns of each of the marketing opportunities. Returns can be identified in
general terms, for example, greater market share.

4. Identify and report on feasible marketing strategies that can be implemented for the marketing
opportunities you have identified, including strategies that:
 Address the four p’s of the marketing mix in accordance with the organisation’s
marketing objectives, including desired positioning.
 Align with organisational strengths as described in the case study information
 Are relevant to the three marketing opportunities you have identified
 Are consistent with NatureCare Product’s ability to implement such marketing strategies
given the information provided in the case study.
The briefing report must include a clear rationale for your selection of marketing strategies
based on the above, and clearly demonstrate how the strategies align with the NatureCare
Product’s strategic objectives.

5. Following determination of the marketing strategies, you are required to plan and report on
marketing tactics for each of the marketing strategies you have identified.
This must include:
 Details of proposed marketing tactics to implement each strategy and rationale for such.
 Timing of the marketing tactics, staff roles and responsibilities and costs involved. Costing
should be developed in line with the budget outlined in the case study information. You
should research the cost of the marketing tactic you identified using the Internet to ascertain
general costs and record these in the briefing report.
 Recommended coordination and monitoring mechanisms that will be used to ensure that
the marketing tactics are implemented as required and according to timelines.
 How the proposed marketing tactics are achievable within the available budget and staff
and are relevant to the organisation’s marketing objectives.
 Legal and ethical issues that need to be considered in using the marketing tactics proposed
and how you have ensured these issues are addressed. The following codes and legislation
should be reviewed to assist in the identification of legal and ethical issues (depending on
the marketing tactics proposed):
http://aana.com.au/content/uploads/2014/05/AANA-Code-of-Ethics.pdf
http://apps.ami.org.au/About/code_of_conduct.asp
http://www.adma.com.au/comply/code-of-practice/
http://www.acma.gov.au/Industry/Marketers/Anti-Spam/Ensuring-you-dont-spam/key-
elements-of-the-spam-act-ensuring-you-dont-spam-i-acma

6. Develop and report on marketing performance measures to ensure performance against


marketing objectives and budget can be measured and allowing for adjustment against
measures as required.

7. Develop and report on strategies that can assist in increasing organizational expertise or
resources to address gaps in currently capability and marketing objectives as per the case
study information provided.

8. When you have completed all of the above activities, document of all your research and
analysis in the Marketing Plan Briefing Report Template.

9. Send an email to the CEO via email (your assessor) with your briefing report attached.
SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 18
The text of the email should be written in grammatically correct English, in an appropriate
(formal, business-like) tone. It should seek feedback on the briefing report and request approval
to develop the marketing plan based on the report.
The CEO will respond to your email and briefing report, providing ideas for incorporation as
required, and confirm approval to proceed to developing the marketing plan.
Click here to enter text.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 19
Assessment Task 2 Checklist
STUDENT’S NAME:

ATTEMPT 2
ATTEMPT 1
Completed
Completed
successfully
successfully Comments Comments
(If applicable,
(Please tick)
please tick)

Did the student: Yes No Yes No

Conduct and report on a SWOT and


PESTLE analysis to inform the
development of the marketing plan,
including identification of marketing
opportunities?

Identify and report on at least three


marketing opportunities based on a
review of the scenario information
and SWOT and PESTLE analysis?

Evaluate and report on each


identified marketing opportunity
including:
 The fit with organisation’s
objectives as outlined in the
scenario information.
 Risks of each of the marketing
opportunities you have identified
 Potential returns of each of the
marketing opportunities –
returns can be identified in
general terms, for example,
greater market share.

Develop and report on marketing


strategies that:
 Address the four p’s of the
marketing mix in accordance
with the organisation’s marketing
objectives, including desired
positioning.
 Align with organisational
strengths
 Are relevant to the marketing
opportunities identified
 Are consistent with NatureCare
Product’s ability to implement
such marketing strategies,
specifically existing staff and
budget?

Provide a clear rationale for


selection of marketing strategies?

Determine and report on marketing


tactics to be used to implement
marketing strategies including:
 An explanation of marketing
tactics and rationale for such.
 Timing of the marketing
strategies, staff roles and
responsibilities and costs
involved.
 Recommended coordination and

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 20
STUDENT’S NAME:

ATTEMPT 2
ATTEMPT 1
Completed
Completed
successfully
successfully Comments Comments
(If applicable,
(Please tick)
please tick)

Did the student: Yes No Yes No


monitoring mechanisms to
ensure that the marketing tactics
are implemented as required
and according to timelines.
 How the proposed marketing
tactics are achievable within the
available budget and staff
 Legal and ethical issues that
need to be considered in using
the marketing tactics proposed?

Identify and report on recommended


strategies to review marketing
performance, including marketing
metrics to be used?

Develop and report on strategies


that can assist in increasing
organizational expertise or
resources to address gaps in
currently capability and marketing
objectives?

TASK OUTCOME:

ATTEMPT 1  Satisfactory  Not Satisfactory

Trainer Name:

Trainer Signature: Date:

ATTEMPT 2
 Satisfactory  Not Satisfactory
(if applicable)

Trainer Name:

Trainer Signature: Date:

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 21
ASSESSMENT TASK 3 COVER SHEET

STUDENT DECLARATION
To be filled out and submitted with assessment responses
 I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
 I understand that if I If I am found to have plagiarised, cheated or colluded, action will be taken against
me according to the process explained to me.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.

Student name Student signature


Student ID number Date

ASSESSOR DECLARATION
I hereby certify that this student has been assessed by me and that the assessment has been carried out
according to the required assessment procedures.

Resubmission ☐Y ☐N
ATTEMPT 1 S NS DNS Resubmission due date: _________
[within one(1) week ]

Trainer Name:

Trainer Signature: Date:

ATTEMPT 2
S NS DNS
(if applicable)

Trainer Name:

Trainer Signature: Date:

ASSESSOR FEEDBACK
Assessors: Please provide written feedback with assessment results to the student.
Feedback

ATTEMPT 1:

ATTEMPT 2 (If applicable):

Student result response [to be completed by the Student at the time of Assessor
feedback]
 My performance in this assessment task has been discussed and explained to me.
 I have received written feedback with assessment results from my assessor.
 I would like to appeal this assessment decision.
Student signature: Date:

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 22
Assessment Task 3: Marketing plan development and
presentation project
Task summary
This assessment task requires you to develop and present the Marketing Plan based on the Marketing Plan
briefing report that you developed in Assessment Task 2.

This task will be completed in the simulated work environment at your RTO.

Required
 Computer with Microsoft Office
 Access to the internet
 Marketing Plan Template
 Access to a meeting space
 Projector for PowerPoint presentation
 Roleplay participants (assessor and two students)

Timing
The assessor will advise you of the due date of this submission.

Submit
 Email to your assessor with your Marketing Plan and PowerPoint presentation attached
 Email to your assessor with your revised marketing plan attached

Assessment criteria
Students must complete all of the activities listed and will be assessed against the assessment criteria
included in the checklist included with this task.

Re-submission opportunities
You will be provided feedback on your performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.

If any parts of the task are not satisfactorily completed, the assessor will explain and provide you with
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
You will need to submit the resubmissions by the due date. Use the Resubmission Assessment Plan and
Answer Sheet provided on Moodle for your resubmissions.

Note: This will be your last attempt. If you are ‘Not Satisfactory’ (NS) in this attempt you will be
deemed as “Not Yet Competent” (NYC).

You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 23
Assessment Task 3 Instructions

Complete the following activities:

1. Develop a Marketing Plan.


Use the information from your marketing plan briefing report from Assessment Task 2, and the
Marketing Plan Template to develop the marketing plan. Notes in the Marketing Plan Template
will assist you to structure the required information.

You should also ensure that you your marketing plan addresses any feedback given to you by
your assessor at the end of Assessment Task 2.

2. Develop a PowerPoint presentation.


When you have completed your Marketing Plan, develop a PowerPoint presentation to assist in
presenting the information from your Marketing Plan. Prepare a minimum of 15 slides that
include visuals such as images, charts, graphs or tables.
The PowerPoint presentation must address each section of your Marketing Plan, as well as
clearly describe:
 How the Marketing Plan meets organisational and marketing objectives
 The proposed strategic marketing mix and rationale for such
 Overall marketing approach and rationale for such
 Information that supports the choice of identified marketing strategies and tactics
You may include notes within your presentation program to assist you in presenting.

3. Send an email to your assessor.


The text of the email should summarise the contents of the attachments.
Attach your marketing plan and your PowerPoint presentation to the email.
Your assessor will inform you of the date and time of the presentation and will role-play the
CEO. Your assessor will also organise for two other students to role play the senior
management team (the Operations Manager and the Sales Manager) and will brief these
students to ask questions and provide input.
Prior to the presentation, you must also print off three copies of your Marketing Plan to provide
to the CEO and senior management team.
Click here to enter text.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 24
4. Present your Marketing Plan at the meeting with the CEO and senior management team using
the PowerPoint presentation you have developed.
Prior to commencing your presentation, ensure you provide a printed copy of the Marketing Plan
to those attending the meeting.

At the meeting, you will need to explain each part of the Marketing Plan and seek input and
feedback.

During the meeting you will need to demonstrate effective communication skills including:
 Presenting your ideas clearly and concisely
 Asking questions to find out your team’s views
 Responding to these questions
 Active listening skills to confirm and clarify information

5. Update your Marketing Plan


Incorporate feedback provided by your assessor and the other students who attended your
presentation.

6. Send an email to the CEO (your assessor).


The text of the email should summarise the meeting and the contents of the attachment.
Attach the final version to the email.
Click here to enter text.

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 25
Assessment Task 3 Checklist
STUDENT’S NAME:

ATTEMPT 1 ATTEMPT 2
Completed Completed
successfully successfully
Comments Comments
(Please tick) (If applicable,
please tick)

Did the student: Yes No Yes No

Develop a marketing plan using the


required template and addressing
all parts of the template?

Present the marketing plan using


PowerPoints that includes:
 A detailed explanation of how
the Marketing Plan meets
organisational and marketing
objectives
 Description of the proposed
strategic marketing mix and
rationale for such
 Description of proposed
marketing approaches and their
suitability
 Explanation of the identified
marketing strategies and tactics
and rationale for such?
Demonstrate effective
communication skills including:
 Presenting ideas clearly and
concisely
 Asking questions to find out the
team’s views
 Responding to questions
 Active listening skills
Submit a final updated marketing
plan within 2 working days of the
presentation and including the input
provided from the management
team?

TASK OUTCOME:

ATTEMPT 1  Satisfactory  Not Satisfactory

Trainer Name:

Trainer Signature: Date:

ATTEMPT 2
 Satisfactory  Not Satisfactory
(if applicable)

Trainer Name:

Trainer Signature: Date:

SAT – BSBMKG609 V.1.3 © Lawson College Australia RTO40679 CRICOS 03406J Page 26

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