SAQA

All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.

SOUTH AFRICAN QUALIFICATIONS AUTHORITY

REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE:

Develop portfolio strategic plan

SAQA US ID	UNIT STANDARD TITLE
10094	Develop portfolio strategic plan
ORIGINATOR
SGB Marketing
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-
FIELD			SUBFIELD
Field 03 - Business, Commerce and Management Studies			Marketing
ABET BAND	UNIT STANDARD TYPE	PRE-2009 NQF LEVEL	NQF LEVEL	CREDITS
Undefined	Regular	Level 6	Level TBA: Pre-2009 was L6	30
REGISTRATION STATUS		REGISTRATION START DATE	REGISTRATION END DATE	SAQA DECISION NUMBER
Passed the End Date - Status was "Reregistered"		2005-09-13	2008-09-13	SAQA 0160/05
LAST DATE FOR ENROLMENT		LAST DATE FOR ACHIEVEMENT
2009-09-13		2012-09-13

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

This unit standard is a core standard and forms part of the qualification, National First Degree, and is registered at Level 6 on the National Qualifications Framework (NQF). Learners working towards this standard will be learning towards the full qualification, or will be working within a Marketing Environment, specialising in either Marketing Communication, Marketing Management, Market Research or Customer Management, where the acquisition of competence against this standard will add value to one's job.
This standard will also add value to learners who are starting their own business and recognises that Marketing forms an integral component of any business.

The qualifying learner is capable of:

Developing and agreeing portfolio strategic objectives

Assessing and recommending strategic options

Writing portfolio strategic plan

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

Learners accessing this qualification, will have demonstrated competency against the standards in the qualification, National Diploma in Customer Management or equivalent at NQF Level 5.

UNIT STANDARD RANGE

Marketing including all forms of marketing communication, direct marketing and relationship marketing, sponsorship, event marketing, sales promotion, public relations and alternative strategies.

Specific Outcomes and Assessment Criteria:

SPECIFIC OUTCOME 1

Develop and agree portfolio strategic objectives

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

1. The objectives are specific, measurable, achievable, stretching, harmonious/aligned and relevant to the key issues and assumptions identified in the situational analysis.

ASSESSMENT CRITERION 2

2. The objectives are set in line with stakeholder expectations.

ASSESSMENT CRITERION 3

3. Objectives are developed within the agreed time frame.

ASSESSMENT CRITERION 4

4. The target market(s) is defined in terms of appropriate segmentation bases.

ASSESSMENT CRITERION 5

5. The category strategy is determined in a way that sets the context within the market place and delivers competitor differentiation.

ASSESSMENT CRITERION 6

6. The strategic objectives set intermediate milestones that will allow for tracking and control.

ASSESSMENT CRITERION 7

7. The key performance indicators and critical success factors are determined in line with agreed objectives.

SPECIFIC OUTCOME 2

Assess and recommend strategic options

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

1. All strategic options and alternatives (opportunity assessment) are identified to ensure optimal recommendations are made.

ASSESSMENT CRITERION 2

2. Risk assessment is completed to determine the consequences of each strategic option.

ASSESSMENT CRITERION 3

3. The recommendations are clear and will allow for decisions to be made on the appropriate strategy(s).

ASSESSMENT CRITERION 4

4. Decisions are taken as a result of own initiative.

ASSESSMENT CRITERION 5

5. The strategic options are assessed within the agreed time frame.

ASSESSMENT CRITERION 6

6. All elements of the mix are included in the strategic plan.

SPECIFIC OUTCOME 3

Write portfolio strategic plan

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

1. The document is set out in a clear and logical way and covers all elements of the recommended strategic plan.

ASSESSMENT CRITERION 2

2. The terminology and tone of the document is appropriate for the target audience.

ASSESSMENT CRITERION 3

3. The document incorporates appropriate means to ensure understanding amongst the target audience.

ASSESSMENT CRITERION RANGE

Graphs, tables, charts, visuals

ASSESSMENT CRITERION 4

4. The document is completed within the agreed time frame.

UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS

Providers offering learning towards this standard will be accredited by the Educational &Training Quality Assurance Body (ETQA) of the services SETA and/or by GENFETQA.

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE

A demonstrated understanding of:

A general understanding of processes and procedures for managing projects.

A comprehensive understanding of methods and techniques for strategic planning.

A basic understanding of decision making principles, methods and techniques.

An all rounded and generic understanding of the industry, the product and the industry role players.

Range: This knowledge will apply to the particular economic sector in which the learner is learning. Moderation of this aspect will therefore need to be carried out jointly by the relevant educating and training quality assurance body (ETQA) and the services ETQA.

Critical Cross-field Outcomes (CCFO):

UNIT STANDARD CCFO IDENTIFYING

Identify and solve problems related to the development of the portfolio strategic plan.

UNIT STANDARD CCFO WORKING

Work effectively with others in order to ensure that the portfolio strategic plan is developed.

UNIT STANDARD CCFO ORGANISING

Organise one self and one's activities so that alternative strategies and plans exist in the event of current strategies and plans being rejected, failing or there are insufficient resources available to implement the strategies or plans.

UNIT STANDARD CCFO COLLECTING

Collect, evaluate, organise and critically evaluate information so that situational analysis is conducted in an accurate manner and in line with stakeholder expectations.

UNIT STANDARD CCFO COMMUNICATING

Communicate effectively agreeing portfolio strategic objectives and when recommending strategic options.

UNIT STANDARD CCFO SCIENCE

Understand the world as a set of related systems in that the marketing portfolio strategic plan has an impact on all areas of the business.

UNIT STANDARD CCFO DEMONSTRATING

Be culturally sensitive across a range of social contexts when developing the portfolio strategic plan.

QUALIFICATIONS UTILISING THIS UNIT STANDARD:

	ID	QUALIFICATION TITLE	PRE-2009 NQF LEVEL	NQF LEVEL	STATUS	END DATE	PRIMARY OR DELEGATED QA FUNCTIONARY
Elective	20901	National First Degree: Marketing Management	Level 6	Level TBA: Pre-2009 was L6	Passed the End Date - Status was "Reregistered"	2018-06-30

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.

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