Student Assessment

Qualification: BSB40820 Certificate IV in marketing and communication

SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

STUDENT DECLARATION
Ensure you read each point below and tick and insert a signature below to ensure you
acknowledge that the work is your own. I declare that:
Declaration points: Insert Yes or No
I am submitting work in this assessment pack that is my own, except
where acknowledgement/s of sources are made.
I have not copied in part, or in whole, or otherwise plagiarised the work
of others.
I declare that the material does not infringe the intellectual
property/copyright of a third party and I understand that the evidence
may undergo electronic detection and used to make comparisons with
other evidence submitted by current or previous students.
The Units of Competence, Elements and Performance Criteria which I
studied during the course were explained and I was provided with
adequate resources which enable me to complete this assessment.
The assessment tasks, assessment criteria and assessment due date(s)
for this course were explained.
I was advised and I am aware of The Academy’s Policies including the
Assessment Policy and the Assessment Appeals Process.
I was given assistance from the trainer and/or other Academy staff
during the study of this course when it was requested.
I understand that my feedback will be used for reporting purposes and
continuous improvement.
I acknowledge that my personal and outcomes details shall remain
confidential and will only be used for official reporting purposes.
Signature Date submitted

When you have read the above assessment terms and conditions, you must also make
an
electronic declaration to declare that you agree to the above assessment terms and
conditions in your learning portal. Your work will not be marked if you do not complete
this
checklist.

Assessment Task 1: Knowledge Questions:

Assessment task instructions:
This is the first assessment task which consists of 11 knowledge questions. You must complete
all the knowledge questions at the required level to get a “Satisfactory” outcome.
Purpose of the assessment task:
The purpose of the assessment task is to assess your knowledge in the following:
 Concept of marketing, including concepts relating to production, products and selling
 societal marketing
 sources of marketing information
 basic foundations of marketing practices
 organisational marketing policies and procedures
 specific product knowledge related to products and services being marketed.
 ways in which individuals receive and respond to ideas and information, and factors that influence
response
 advantages and disadvantages of various methods of communication
 organisational or legislative frameworks applicable to subject or format of communication

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

 common techniques to tailor comments to audiences

 key features of persuasive communication techniques, including storytelling
 methods of researching ideas including desktop research, consultation with relevant, experts .
Assessment conditions and resources:
Assessment will be conducted in a safe simulated environment where you will have access to:
 workplace resources relevant to performance evidence
 examples of products or services to be marketed, plans and policies and procedures based on marketing
activities and presentations, discussions and debates.
 access to opportunities to present, discuss and debate ideas with others.
Questions:
1.1. Research Marketing concepts and address the following two points.
a. Explain the following concepts of marketing: (Guide: 100+ words)
 Production
 Product
 Selling concept
 Societal marketing
b. Explain the marketing concept with an example.

1.2. Research what marketing sources and address the following points. (Guide: 100+
words)
a. What are the primary and secondary sources of marketing information?
b. Select five (5) sources of marketing information and explain each in detail.

1.3. Research and explain the four (4) basic foundations of marketing practices. (Guide:
80+ words)

1.4. Research plans and policies that would be used for marketing activities and
address the two following points. (Guide: 100+ words)
a. Explain the procedure in formulating marketing plans in an organisation
b. Define organisational marketing policies. What main points are included
while framing marketing policies

1.5. Research why understating product and service when planning marketing activities
and address the following two points. (Guide: 100+ words)
a. What is product knowledge? How is it important to have excellent
product/service knowledge?
b. Discuss various types of specific product knowledge related to products and
services to be marketed.

1.6. Explain three (3) ways in which individuals receive and respond to ideas and
information, and factors that influence response. (Guide: 50+ words)
Negative:
Individuals who had past bad experience

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

Educational background difference

Being approach negatively

Positive
Individuals who had past good experience
Educational background difference
Being approach positively

Situational

1.7. Research and explain any two (2) advantages and disadvantages of each of the
following various methods of communication. (Guide: 150+ words)
a. Written
b. Verbal
c. Non-Verbal

1.8. What are the different organisational or legislative frameworks applicable to subject
or format of communication? (Guide: 50+ words)
Workplace communication policies and procedures – explain more
IT and security policies and procedures – explain more
Organisational style guides and templates – explain more

1.9. Research what it is to master ‘persuasive communication’ and address the

following two points. (Guide: 150+ words)
a. What are the four (4) major factors that determine the effectiveness of a
persuasive message
b. Explain the key features of the following persuasive communication techniques.
 Storytelling
 Reframing the audience mindset
 Empowering audience
c. What are the general considerations in storytelling?
1) The reliability of the message
2) Comprehensive and positive experiences

1.10. Explain the following methods of researching ideas. (Guide: 80+ words)
a. Desktop research
b. Consultation with relevant experts
Desktop research is a research method that involves using already existing data.

1.11. Explain three (3) common techniques you can use to tailor comments to
audiences. (Guide: 100+ words)
1. Be transparency be opening
2. Know-how to relate or understanding your audience

Assessment task 2: Undertake Marketing Activities project

Assessment task instructions:
This is the first assessment task which consists of 3 project activities which includes case study,

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

scenario and practical activities. You must complete all activities to obtain a “Satisfactory”
outcome.
Purpose of the assessment task:
The purpose of the assessment task is to assess your skills in supporting marketing activities for
a product or service, including:
 researching marketing practices of the organisation
 planning and implementing a marketing activity
 recording activities and processes used in marketing activity.
Assessment conditions and resources:
Assessment will be conducted in a safe simulated environment and will have access to:
 workplace resources relevant to performance evidence
 examples of products or services to be marketed, marketing plans and policies and procedures based on
marketing activities.
Read the case study “Online Media Solutions Pty. Ltd.” and complete all activities are
directed bellow.
Case Study: “Online Media Solutions Pty. Ltd.”
Online Media Solutions PL. (OMS) is a marketing and web development business based in
Australia.
The business started in operations in 2015 and has seen exponential growth since its
establishment.
The business operates in the web service industry to offer superior and unique services to small
businesses and institutions (B2B business model).
The experience and expertise in web sales and e-commerce give the company backing to
provide solutions that are currently lacking in the market.
There is an all-time high demand for web development and marketing for small businesses, with
signs of rising further. Interestingly, few web developers have taken advantage of this
opportunity, leaving the industry with no dominant participants.
The projects’ high costs and the focus on more prominent companies and institutions could
contribute to why this market remains untapped.
Online Media Solutions aims to have a system that will reduce the project costs dramatically,
allowing the company to offer quality services at reduced costs.
Company Values
Respect
 We take pride in our work.
 We value the contribution of others.
 We relate to clients in a fair, decent and professional manner.
Integrity
 We do what we say we’ll do and respond appropriately when the unexpected occurs.
 We take responsibility and accountability for our decisions and actions.
 We engage genuinely with the community, managing resources entrusted to us honestly and
responsibly.
Collaboration
 We work openly and share information to reach shared goals.
 We take on board other views when solving problems and welcome feedback on how we can
do things better.
Innovation
 We look for ways to improve our services and skills continuously.
 We are open to change and new ideas from all sources.
Organisational structure and expertise

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

The foundation team has 30 team members.

The business has three (3) departments.
 IT department
 Marketing department
 Sales department
The finance and human resource work are outsourced.
All three departments are managed by Managers who are experienced and experts in
commercial web development and business-to-business sales. All team members have years of
experience working for OMS.
All departmental managers’ report to the Operations Manager.

Business model
OMS is a full-service web solutions provider for businesses.
The company offers services through the mode of its B2B engagements.
Website: https://onlinemediasolutions.com.au/
B2B services:
OMS service portfolio includes Web Design, Graphics design, Website development, Domain and
web hosting, 2d & 3d animation, Blog development, Search engine optimisation and E-
commerce.
Scenario 1:
You are the Marketing Manager in Online Media Solutions and obtained your position recently.
Your team have the following members:
 Digital marketing copywriter
 Digital Marketing Executive
 Team leader (Online Marketing)
Your job role requires you to prepare, coordinate and review marketing activities and services
for Online Media Solutions and manage your team.
When you accepted your position, you were provided your job description and an overview of
your team member responsibilities. The Operations Manager asked you to review and
understand the company services prior to starting to perform any marketing practices so you
can perform your tasks and duties according to the OMS policies and procedures.
Your responsivities include:
 Plan and carry out / undertake and coordinate marketing activities.
 Keep track of the activities and processes involved in marketing, and
 Review marketing activities’
 Oversee your team
You set to review the services and products immediately so you can start working on preparing,
coordinating and reviewing basic marketing activities.
Activities:

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

2.1. Locate and review the marketing plan and relevant policies and procedures and
determine task requirements for the implementation of marketing activities and
analyse the information given in the organisation’s marketing plan and relevant
policies and procedures. (Guide: 150+ words).
You are to complete the following points:
a. Determine the following task requirements from the established marketing plan,
policies and procedures and complete Template 1.
 Need for marketing activities
 Profile of the market segment
 Positioning and market mix for each target segment
 Outcomes expected from marketing activities
Template 1: Task requirements
TASK REQUIREMENTS
Need for marketing activities

Profile of the market segment

Positioning and market mix

for each target segment
Outcomes expected from
marketing activities.
b. Once finished with the above evaluate marketing activities in light of industry
trends and competitive activity and complete template 2. In this task you are
required to:
 Research marketing practices/activities of the organisation.
 Evaluate them against the industry trends and competitive activity.
 Determine the effectiveness of existing marketing activities based on the
analysis of marketing practices against the industry trends and competitive
activity.
 Further, document the following using Template 2. (Guide: 150+ words)
o Marketing practices/activities of the organisation.
o Evaluation of marketing practices against the industry trends and
competitive activity.
o Determine the effectiveness of existing marketing activities based on the
analysis of marketing practices against the industry trends and competitive
activity
Template 2: Evaluation of marketing activities
EVALUATION OF MARKETING ACTIVITIES
Marketing practices/activities
of the organisation.
Evaluation of marketing
practices against the industry
trends and competitive
activity

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

Determine the effectiveness of existing marketing activities based on the analysis of marketing
practices against the industry trends and competitive activity

c. Review all information you collated so far and develop and document action plans
for marketing activities identified according to the task requirements using
Template 3. (Guide: 100+ words each)
 Analyse and select two (2) marketing activities that meet the following task
requirements based on the information given in the case study:
o Objectives
o Budget
o Timelines
 Prepare an action plan for the implementation of each marketing activity.
Include the following information:
o Activities to be implemented.
o Steps to implement each activity.
o Resources and responsibilities.
o Timeframe
o Costs
Template 3: Action plan for Marketing Activity 1 and 2
ACTION PLAN (MARKETING ACTIVITIES)
Name of Activity 1 Sending out newsletters
Four (4) activities to be Steps to implement Resources and Timeframe Costs
implemented. each activity. responsibilities.

Name of Activity 2 Social media platforms for promoting/marketing

Four (4) activities to be Steps to implement Resources and Timeframe Costs
implemented. each activity. responsibilities.

2.2. This activity requires you to implement and monitor the following two (2)
marketing activities established.
a. Obtain the resources needed for the following marketing activities following the
action plan and document resources accessed and obtained using template 5.
(Guide: 100+ words)
Template 4: Resources needed for marketing activities
RESOURCES NEEDED FOR MARKETING ACTIVITIES
Resource accessed - Marketing Activity 1

Resource accessed - Marketing Activity 2

b. Allocate the responsibilities and functions for implementing marketing activities

to the following marketing personnel/team members and document using
Template 5. (Guide: 100+ words each)

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

 Digital marketing copywriter

 Digital Marketing Executive
 Team leader (Online Marketing)
Template 5: Allocate the responsibilities and functions
ALLOCATE THE RESPONSIBILITIES AND FUNCTIONS
Activity 1
Digital marketing
copywriter
Digital Marketing
Executive
Team leader (Online
Marketing)
Activity 2
Digital marketing
copywriter
Digital Marketing
Executive
Team leader (Online
Marketing)
c. You are now required to implement and monitor the progress of Marketing
Activity 1 (Guide: 100+ words)
To do so you must complete the following activities.
 Prepare a newsletter for potential clients. Follow the guidelines provided to
prepare the newsletter.
 Use the following points as a checklist and ensure you complete all of the
points listed prior.
c The newsletter must market two (2) services.
c Use free software such as canvas to prepare the newsletter.
c Use a strong subject line.
c Use compelling wording and include links and bold key phrases.
c Include hyperlinks
c Keep it as brief as possible.
c Break up heavy text with bullets and lists.
c Include photographs to keep things engaging.
c Save the Newsletter as version Draft (as per the organisational process
use the following name: ‘MCC4-20_4.1_Newsletter VDraft-student ID’
Newsletter Draft Students will be using this space to insert the newsletter or provide
date when the draft document was uploaded in student poral.
Student can save the newsletter in a PDF format.

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

d. To implement and monitor the progress of Marketing Activity 2 (Guide: 100+

words)
 Use the following social media platforms for promoting/marketing the two
(2) services of the organisation.
o LinkedIn, or
o Instagram
 Guidelines for promoting/marketing the services of the organisation. Use the
following steps as a checklist and ensure you complete all listed points:
c Create a profile on LinkedIn and Instagram.
c Share the newsletter prepared on LinkedIn and Instagram.
c Take a screenshot of the LinkedIn and Instagram posts.
c Copy and paste the web link and screenshots of the LinkedIn and
Instagram posts in the space below.
Weblink Students will insert a link
Screenshots Student will insert screen shots of posts
e. E-mail the newsletter, the weblink and screenshots to the Operations Manager
for review and receive feedback. (Guide: 100+ words)
 Your email to the Operations Manager should include:
o Reasons for chosen content of each
o The audiences for each
o Reasons for styles selected
 Operations Manager should:
o respond with feedback for all Marketing Activities developed
o suggest at least one change in each
Use the following steps as a checklist and ensure you complete all listed

points:
c Evaluate the suggestion, implement suggested improvements and re-
save the Newsletter as version 1: ‘MCC4-20_4.1_Newsletter V1-student
ID’
c Amend the online information as per feedback as needed and copy and
paste updated version below.
c Update the Action plans as relevant and complete the following
template.
Template 6: Monitor the progress and finalise marketing activities
PROGRESS OF MARKETING ACTIVITIES
Your email Students email to the Operations Manager
Operations Manager Students will paste the response in this space.
response
Changes to action plans Marketing Activity 1 Marketing Activity 2
List and explain any List and explain any changes
changes required to be required to be implemented

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

implemented
Newsletter version 1 Save updated version
Updated screen shots or Insert any new screenshot (if changes were needed)
links
2.3. The newsletter and online marketing was implemented. You are now required to
measure and record activities and processes, analyse results and prepare a report on
marketing activities. (Guide: 15+ words)
Complete the following tasks:
a. Record the following information using Template 7 which includes
 the number of newsletter subscribers and
 Likes, comments and shares on social media.
Note: To complete and collect information for newsletter distribution you are to select
individuals who will be receiving the newsletter to ensure this activity is as realistic as
possible to demonstrate the requirement of the unit marketing activities. You can use
your Instagram or LinkedIn contact records (e.g., likes of your posts).
Template 7: Measure and record outcomes of marketing activities
MARKETING ACTIVITIES OUTCOMES
The number of newsletter
subscribers.
Likes, comments and shares
on social media.
b. Review results of the implementation activities against the marketing objectives
and expected outcomes. (Guide: 40+ words)
Complete the following activity:
 Analyse the results recorded in Template 7 against the marketing objectives
and expected outcomes given in the case study.
 Determine the variance and document using Template 8.
Template 8: Review of results
REVIEW OF RESULTS
Comments about newsletter
outcomes and success and
possible future
improvements.
Review of likes, comments,
success with shares on
social media and future
improvements.
c. Prepare a report of marketing activities based on the outcomes recorded in
Templates 6 to 8 and share it with the Operations Manager. (Guide: 250+ words)
 Use the following steps as a checklist and ensure you complete all listed
points:

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

c Report of marketing activities must be prepared using which must

include:
o A brief summary of the evaluation.
o The success of the marketing activities
o Recommendations for improvement and strategies to address them.
Following the guidelines provided to share the report of marketing
c
activities to the Supervisor:
c Report of marketing activities must be shared via e-mail.
c E-mail must include an appropriate subject line.
c The body of the e-mail must provide a summary of the report.
c E-mail must be grammatically correct and free of errors.
c E-mail must include the report of marketing activities as an attachment.
Template 9: Report of marketing activities
MARKETING REPORT
Report developer

Report to be forwarded to:

Evaluation summary:

Marketing activities success:

Recommendation for
improvement:
Strategies to address
required improvements:

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

Assessment task 3: Articulate, present and debate ideas project

Assessment task instructions:
This is the first assessment task which consists of 4 activities. You must complete all the
knowledge questions at the required level to get a “Satisfactory” outcome.
Purpose of the assessment task:
The purpose of the assessment task is to assess your skills in facilitating a discussion and debate
on ideas with at least two (2) different audience types and during that you must:
 evaluate the purpose, audience and legislative and organisational frameworks applicable analyse
methods to elicit responses from audiences in consultation with others
 identify challenges to communication of ideas for mitigation
 research selected ideas for presentation
 adopt persuasive communication techniques
 participate actively in presentation and critical discussion of ideas
 respond constructively to presentation feedback
 use feedback to further refine developed communication.
Assessment conditions and resources:
Assessment will be conducted in a safe simulated environment and will have access to
opportunities to present, discuss and debate ideas with others and relevant scenario or case
study to provide suitable context.
Read the following case study and complete all activities as directed.
Case Study: Silibus PL
You are a team leader of an admin team working for a Silibus PL which is a training organisation
specialising in corporate professional staff development for small to medium businesses.
The company conducted its scheduled annual management meeting.
In the meeting, it was decided that the management would focus on implementing the two (2)
areas for the upcoming year to promote sustainability and customer relationships.
• Focus area 1: Launching a green campaign
• Focus area 2: Integrating customer relationship management (CRM) into its business
You are working as Operations Coordinator in the training organisation.
The management has given you the responsibility to articulate, present and debate ideas for the
two (2) focus areas given in the ‘Workplace simulated scenario’ with the target audience using
creative techniques in order to provoke response, reaction and critical discussion.
As part of your appointed role, you have the following responsibilities:
• Evaluating the purpose, audience and legislative and organisational frameworks applicable
• Identifying and analysing methods to elicit responses from audiences in consultation with others
• Identifying challenges to the communication of ideas for mitigation
• Researching selected ideas for presentation
• Adopting persuasive communication techniques
• Participating actively in presentation and critical discussion of ideas
• Responding constructively to presentation feedback
• Using feedback to further refine developed communication
The management wants you to launch a ‘Green Campaign’. They want you to gather, discuss, and
debate the green campaign ideas with the staff members. The green campaign will be focused on
making the office eco-friendly and efficient.
• The green campaign should be focused on:
o Starting a sustainability team to raise awareness
o Creating monthly green challenges
o Opting for sustainable products
o Adopting a “Double-sided paper” policy
o Reducing electricity usage

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

• Integrating customer relationship management (CRM) into its business

The management is thinking about integrating customer relationship management (CRM) into its
business. The management wants you to gather and discuss the ideas for integrating customer
relationship management (CRM) into its business. The management wants you to prepare a
presentation that includes the following information about customer relationship management
(CRM) and debate on ideas presented with the Supervisor and Customer Service team leader.
o How CRM works
o Benefits of using a CRM system
o Key features of the CRM system
o Why should the training organisation integrate CRM into its business?
o Implementing CRM – Best practice
o Training requirements for staff members
Scenario:
As part of your duties you are now required to communicate with stakeholders who include:
• Supervisor whose responsibilities are:
o Participating in debates and discussions
o Supervising and assisting
o Reviewing and providing constructive feedback, as necessary.
o Assisting with selection or approval of team members to you to complete the project (if
required)
• Team members and Customer service team leader are work colleagues. Their job role and
responsibilities are:
o Participating in presentations.
o Participating in a healthy and open debate and discussion.
o Communicating and collaborating with you for the required activities.
You have the following options and requirements to complete practical activities in this task.
This unit requires you to demonstrate oral communication and team work. Use the following guidance to
assist you with completing this task.
Tick You must select the following team members to assist you with the completion of practical activities
 The audience for the focus area 1 will be four (4) staff members.
 The audience for the focus area 2 will be Supervisor and Customer Service team leader
use the combination of emails and MS TEAMS to plan and conduct your meeting and collect feedback
use TEAMS to invite, consult and collect feedback and record the meeting on TEAMS
conduct your meeting with your workplace colleagues or other suitable colleagues (other students)
Organise your team to attend the Academy, organise and conduct a meeting with your team in a
classroom.
You may use emails to supplement any communication prior to and post to any oral communication
All communication must be recorded and uploaded with this activity for your assessor to review
(i) All relevant resources to assist with this case study is in the Supporting Materials folder for this unit in your
learning portal. (ii) All relevant information on how to submit, upload, record please access YouTube videos
click: https://youtu.be/-B7QEWmM65U or (iii) for assistance please refer to your assessor or contact
studentservices@sbta.com.au
Activities:
3.1. This activity requires the student to establish a framework for communication for
each of the following focus areas: (Guide: 250+ words)
 Focus area 1: Launching a green campaign
 Focus area 2: Integrating customer relationship management (CRM) into its
business
a. You must establish the framework for communication using ‘Template 1’.
And complete the following and use the points below as your checklist:

MCC4-20_4.1_BSBMKG433 and BSBCRT412 – Assessment Tasks

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

Evaluate and document the purpose of and audience for communication

c
for each focus area according to task requirements.
c Evaluate and document the advantages and disadvantages of various
methods of communication according to task requirements
c Research and document the organisational or legislative frameworks
applicable to communication
b. You must include the following information:
 Purpose and audience for communication
 Advantages and disadvantages of various methods of communication
 Organisational or legislative frameworks applicable to communication
Template 1: Framework for communication
FOCUS AREA 1: LAUNCHING A GREEN CAMPAIGN
Purpose and audience for communication

Advantages and disadvantages of various methods of communication

Organisational or legislative frameworks applicable to communication

FOCUS AREA 2: INTEGRATING CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Purpose and audience for communication

Advantages and disadvantages of various methods of communication

Organisational or legislative frameworks applicable to communication (50-100 words)

3.2. This activity requires you to develop ideas for communication for each of the focus
area and you are required to complete the following two (2) parts. Plan your
approach for communication for each focus area and prepare a presentation for
each focus area. (Guide: 250+ words)
a. You must plan approach for communication using ‘Template 2’ and address
the following points.
Use these points as your checklist.
c You are required to:
c Assess and document the target audience
c Evaluate persuasive communication techniques against objectives of
communication.
c Document the persuasive techniques to be used considering the
objectives of the communication.
c Consult your Supervisor and team members and identify specific
ways/methods to provoke and encourage response from audiences

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

c Document specific ways/methods to provoke and encourage response

from audiences
c Consider the target audience and their characteristics and identify
challenges to the communication and strategies for mitigation
c Plan and include the following in Template 2
o Target audience
o Persuasive communication techniques
o Methods to provoke and encourage response from audiences
o Challenges to the communication and strategies for mitigation
Template 2: Communication approach
FOCUS AREA 1: LAUNCHING A GREEN CAMPAIGN
Target audience

Any two (2) persuasive communication techniques to be used

Any two (2) methods to provoke and encourage response from audiences

Any two (2) challenges to the communication and strategies for mitigation

FOCUS AREA 2: INTEGRATING CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Target audience

Any two (2) persuasive communication techniques to be used

Any two (2) methods to provoke and encourage response from audiences

Any two (2) challenges to the communication and strategies for mitigation

b. This part of the activity requires you to prepare a presentation for each of the
two (2) focus areas. Prepare the presentation and use these points as your
checklist.
c Analyse the key ideas for presentation considering the objectives of the
communication and information for each focus area given in the
‘Workplace simulated scenario’.
c Research and document selected key ideas for presentation
c Prepare presentation (10-15 slides)
c Follow organisational framework provided (Style Guide)
c Save the PowerPoints as per the organisational process which is:
o MCC4-20_4.1_NAME OF PRESENTATION 1– Student ID and
o MCC4-20_4.1_NAME OF PRESENTATION 2– Student ID

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

(Note: if you are using one presentation the presentation must be

separated into the 2 parts.)
3.3. The purpose of this activity is to debate and discuss ideas for communication for
each of the two (2) focus areas and you must complete the following tasks. (Guide:
timeline is 20 to 40 minutes)
• Deliver the presentations and
• Conduct self-assessment and
• Collect feedback
a. You are now required to deliver your presentation of the two (2) focus areas.
You are to compete the following activities. Use the following as your
checklist.
Before your presentation
c Prepare presentation
c Organise presentation date
c Check that your presentation is appropriate with your supervisor
(colleague how has been selected as the supervisor)
c Collect feedback from the supervisor (via email)
c Copy and paste the email response in the space below.

Delivering your presentation

c Deliver the presentation
c Present substantiated communication to the audience
c Adopt persuasive communication techniques
c Participate actively in presentation and critical discussion of ideas
c Ask questions to the audience to clarify their understanding of the
presentation information
c Encourage the team members to discuss ideas
c Facilitate conversations that challenge existing, and explore new,
approaches to idea generation
c Respond to questions about communication with relevant information
c Take notes as needed which can be used for your self-evaluation.
After delivery
c Request feedback from the participants of the presentation
c Respond constructively to presentation feedback.
c Thank the participants for the feedback
c Assess the feedback for opportunities for improvement
c Email Template 3 to your attendees
b. This part of this activity requires you to complete the following steps after
each presentation. Use the following as your checklist.
c Evaluate the feedback received for each presentation.
c Conduct self-assessment using ‘Template 4’ after each presentation.

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

Document the areas to further refine developed communication using

c
‘Template 3’.
c Based on the analysis of feedback received from participants and self-
assessment conducted.
Template 3: Feedback
FOCUS AREA 1: LAUNCHING A GREEN CAMPAIGN EXCELLEN SATISFACTOR
NEEDS WORK
T Y
Name of audience member (team member)
1. Introduced self and the topic o o o
2. Captured the attention of the audience o o o
3. Purpose and main idea of the presentation was o o o
explained
4. Organisation and preparation o o o
5. Exhibited an understanding of the topic o o o
6. Explained major points o o o
7. Made eye contact with the audience o o o
8. Voice dynamics o o o
9. Body language o o o
10. Included effective visual aids o o o
11. Personal presentation (appearance, mannerism,
character, comfort) o o o
12. Dealing with questions from the audience o o o
13. Overall evaluation o o o
Participants feedback (team members)

Areas to further refine developed communication

FOCUS AREA 2: INTEGRATING CRM INTO ITS BUSINESS EXCELLEN SATISFACTOR

NEEDS WORK
T Y
Name of audience member (supervisor)
1. Introduced self and the topic o o o
2. Captured the attention of the audience o o o
3. The stated purpose and main idea of the presentation o o o
at the beginning
4. Organisation and preparation o o o
5. Exhibited an understanding of the topic o o o
6. Explained major points o o o
7. Made eye contact with the audience o o o
8. Voice dynamics o o o
9. Body language o o o
10. Included effective visual aids o o o
11. Personal presentation (appearance, mannerism,
character, comfort) o o o
12. Dealing with questions from the audience o o o
13. Overall evaluation o o o
Participants feedback (supervisor feedback)

Areas to further refine developed communication

MCC4-20_4.1_BSBMKG433 and BSBCRT412 – Assessment Tasks

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 Student Assessment
Qualification: BSB40820 Certificate IV in marketing and communication
SBTA term reference: MCC4-20_4.1_Market Ideas
BSBMKG433 Undertake marketing activities
Units of competency:
BSBCRT412 Articulate, present and debate ideas
Student’s ID: Please insert student ID this column and on all pages
Assessor’s name: Please ensure your name or assessor name is inserted

c.
Conduct self-assessment using ‘Template 4’ after each presentation (Guide:
50+ each)
Template 4: self-evaluation
SELF-EVALUATION (reviewing personal experiences and feedback received)
Topics Focus area 1 Focus area 2
How did I plan my Who was my Who was my
presentation to ensure its audience audience
suitable form my My planning to My planning to
audience? suit suit

Was I well organised?

How did I feel about

discussions and
questions and leading
communication during
my presentations
How did I feel about my
presentations after I
finished
Positive aspects of my
presentations
What would I improve for
time?

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