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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Plan, implement and evaluate sales development activities 
SAQA US ID UNIT STANDARD TITLE
7877  Plan, implement and evaluate sales development activities 
ORIGINATOR
SGB Hospitality,Tourism,Travel, Leisure and Gaming 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Hospitality, Tourism, Travel, Gaming and Leisure 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 
2009-11-03  2011-07-31  SAQA 0160/05 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2012-07-31   2015-07-31  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
Each learner must be able to analyse and interpret information in order to plan, implement and evaluate sales development activities. He/she must decide how best to communicate with staff and clients to ensure that such activities are successful, thus contributing to revenue generation for the organisation. 

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
`Communicate in a Business Environment`;
`Operate a Computer`;
`Function in a business environment`. 

Specific Outcomes and Assessment Criteria: 

SPECIFIC OUTCOME 1 
Describe methods of establishing current trends and customer preferences. 
OUTCOME NOTES 
Describe the methods of establishing current trends and customer preferences and explain its importance. 

ASSESSMENT CRITERIA
 

ASSESSMENT CRITERION 1 
1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 2 
    Describe factors to be considered when developing a promotional activity. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 3 
    Describe availability and effectiveness of resources to develop sales activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 4 
    Describe factors that indicate the success of promotional activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 5 
    Explain potential barriers that can be anticipated to prevent sales targets being achieved. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 6 
    Explain the effective implementation of sales plans. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 7 
    List external agencies that can assist in developing/presenting promotional activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 8 
    State legal requirements governing the implementation and review of sales development activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 9 
    Research and identify opportunities for sales development activities. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 10 
    Plan and schedule sales activities. 
    OUTCOME NOTES 
    Plan and schedule sales activities in accordance with the marketing plan and organisational procedures. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 11 
    Plan sales, taking factors which may disrupt the sales plan into consideration. 
    OUTCOME RANGE 
    Factors: supply problems, staffing problems, existing customers, future customers. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 12 
    Plan sales, taking available information into account. 
    OUTCOME RANGE 
    Available information: sales & marketing reports, financial statistics, market trends, competitor activity, customer preferences. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 13 
    Estimate potential revenue in consultation with appropriate colleagues. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 14 
    Plan activities to maximise individual and team targets. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 15 
    Present the proposed sales development plan to appropriate people. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 16 
    Brief staff on the targets and objectives for the sales development activities. 
    OUTCOME RANGE 
    Sales development activities: single product/service, multiple products/services, current products, new products. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 17 
    Encourage staff participation and monitor their progress. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 18 
    Monitor the chosen sales development activities. 
    OUTCOME NOTES 
    Monitor the chosen sales development activities against the marketing plan and against the sales development plans. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 19 
    Evaluate the effectiveness of the sales development activities and adjust as necessary. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 20 
    Request feedback from customers and respond pro-actively. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 21 
    Prepare sales reports in accordance with required time frames and organisational procedures. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 22 
    Plan future sales to include present results. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 

    SPECIFIC OUTCOME 23 
    Suggest how planning, implementation & evaluation of sales development activities would be affected. 
    OUTCOME NOTES 
    Given another context such as entertainment, suggest how planning, implementation and evaluation of sales development activities would be affected and how performance would be adapted. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Arrange or create an environment in which the learner can be fairly assessed against the outcomes. 
    ASSESSMENT CRITERION NOTES 
  • There are no restrictions on where this unit standard may be assessed but clear links to the workplace must be evident.
  • It is recommended that this unit standard be assessed in conjunction with other unit standards.
  • Training and assessment of this unit should take place over an extended period of time in order to give the learner sufficient time and experience in this field. 

  • ASSESSMENT CRITERION 2 
    2. Evaluate the learner's ability to meet the outcomes consistently. 
    ASSESSMENT CRITERION NOTES 
  • This unit standard can be assessed by using a combination of observation, case studies, written tests or discussion with the candidate, testimony from relevant persons; and
  • Product sampling of sales plan, schedules and sales reports. 

  • ASSESSMENT CRITERION 3 
    3. Provide specific feedback to the learner on assessments and the learner's ability to meet the outcomes. 

    ASSESSMENT CRITERION 4 
    4. Complete the declaration of competence and inform the appropriate ETQA once the learner has demonstrated the ability to meet all the outcomes. 

    ASSESSMENT CRITERION 5 
    5. Counsel the learner on future assessments, necessary learning and further qualifications. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    1. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.

    2. Any institution offering learning that will enable achievement of this unit standard must be registered with the FE/HE Registrar.

    3. Any institution wishing to receive skill development grants must be accredited with the relevant ETQA. Such an institution will also be registered with the relevant SETA.

    4. Moderation of assessment will be done by the relevant ETQA at its discretion. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    Essential embedded knowledge is dealt with under the outcomes section. 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others (this critical cross field outcome is covered in this unit standard under the outcomes section). 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse and evaluate information (this critical cross field outcome is covered in this unit standard under the outcomes section). 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively (this critical cross field outcome is covered in this unit standard under the outcomes section). 

    UNIT STANDARD NOTES 
    Recommendations and exemplars for the design of:

    Learning curriculum
    This unit deals with the skills and knowledge required to plan and implement sales activities in a relevant context. Learning should include in depth knowledge of:
  • Products/services
  • Legal issues that affect the sales executive role
  • Industry marketing and sales networks and distribution systems
  • Sources of relevant sales and marketing information
  • Customer trends and preferences
  • Links between sales and areas of relevant operations
  • Sales and marketing principles
  • Types of sales development activities and sales techniques
  • How to interpret a marketing plan
  • Media availability and usage for activities
  • Thorough planning and organisational skills specific to sales activities and factors which could disrupt sales plans
  • Learners must be able to do research on projects that are outside their immediate area of experience and expertise.
  • The learner must be able to express ideas, concepts and complex issues clearly and logically.
  • Learner could research, analyse and report on current customer trends and preferences.
  • Learner could be given a product/service for which a sales plan must be developed in line with organisational objectives. The plan should be implemented, monitored and reviewed. Sales plan and sales reports should be evaluated by a senior sales executive.
  • A portfolio of evidence could be collected of the exercises, project and workplace experience. The portfolio must include sources of information, sales plans and schedules, staff development activities, monitoring reports of sales, review and adjustment activities and reports. This unit should be assessed over a period of time to allow the learner to address issues of planning, implementation and review. 

  • QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  49122   National Certificate: Radio Station Management  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  MICTS 
    Core  14123   National Diploma: Accommodation Services  Level 5  NQF Level 05  Reregistered  2023-06-30  CATHSSETA 
    Core  14109   National Diploma: Fast Food Services  Level 5  NQF Level 05  Reregistered  2023-06-30  CATHSSETA 
    Core  61596   National Diploma: Food and Beverage Management  Level 5  NQF Level 05  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Core  14112   National Diploma: Professional Cookery  Level 5  NQF Level 05  Passed the End Date -
    Status was "Reregistered" 
    2015-03-13  CATHSSETA 
    Elective  24433   Diploma: Hospitality Operations  Level 5  NQF Level 05  Passed the End Date -
    Status was "Reregistered" 
    2012-06-30  CATHSSETA 
    Elective  20414   National Diploma: Service Management  Level 5  NQF Level 05  Reregistered  2023-06-30  CATHSSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Institute for the Advancement of Journalism 



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