Professional Documents
Culture Documents
Assessment 3
Assessment 3
BOOKLET
CPP41419 CERTIFICATE IV IN REAL ESTATE
PRACTICE
M A R K ET I NG I N R E A L E S T A T E
CPPREP4102 MARKET PROPERTY
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Assessment Overview
This Student Assessment Booklet includes all of your assessment tasks for Marketing in Real Estate, which
consists of the following units:
▪ CPPREP4102 Market property
▪ CPPREP4004 Establish marketing and communication profiles in real estate
Assessment Task 1: Written Questions Students must correctly answer all questions in this
Written Questions task to show that they understand the knowledge
required of this topic.
Assessment Task 2: Portfolio of Profiles Students will create a portfolio of documents which
Marketing and include the marketing and communication profiles for
Communication Profiles three different purposes.
Assessment Task 3: Portfolio of Marketing For this task, you will need to prepare and implement
Marketing Plans Plans and Role Plays a marketing plan for two different properties. You will
need to include specific information as listed below
for each property. You can complete this task in your
workplace or in a simulated workplace environment.
Assessment Documents
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Assessment Attempts and Resubmissions
You have up to three attempts to complete each assessment tasks satisfactorily. If after the third attempt,
you have not completed a task satisfactorily, your assessor will make alternative arrangements for
assessment, which may involve additional training and time to consolidate your skills and knowledge. When
you are required to resubmit, you may be required to:
▪ Resubmit incorrect answers to questions (such as written tasks and case studies)
▪ Resubmit part or all of a project, depending on how the error impacts on the total outcome of the task
▪ Redo a role play after being provided with appropriate feedback about your original performance
▪ Being observed a second (or third time) undertaking any tasks/activities that were not satisfactorily
completed the first time, after being provided with appropriate feedback
When you are required to resubmit, you’ll be given a due date for your resubmission. For example, you may:
▪ Be given 30 days in which to resubmit incorrect responses to written tasks, projects and so on
▪ Be provided with feedback about your performance in a role play and then being required to complete
the role play again at a future meeting with your assessor
▪ Need to complete workplace-based tasks again during the same workplace visit or additional workplace
observations may need to be scheduled (as applicable)
All re-submissions will be conducted in accordance with the RTO’s policies and procedures.
Assessment Outcomes
Each assessment task will be given an outcome of either Satisfactory (S) or Not Satisfactory (NS). You must
complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of
tasks are assessed as Not Satisfactory, you will be given an outcome for the unit of Not Yet Competent
(NYC).
You will be given a total of three attempts to complete each task and achieve a Satisfactory outcome. In the
case of resubmission, you will be given a date by which you will need to resubmit, and you’ll be given
feedback about what needs to be addressed in your resubmission.
Assessment Appeals
If you don’t agree with an assessment decision made, you have the right to appeal it. You may need to lodge
your request for an appeal within a certain amount of time from the original decision being made. You will
need to make your appeal in writing and follow your RTO’s process for appeals. Refer to your Student
Handbook for more information about our appeals process.
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Reasonable Adjustment
A legislative and regulatory framework underpins and supports the delivery of vocational education and
training across Australia. Under this framework, providers of vocational education and training must take
steps to ensure that students with recognised disabilities have the same learning opportunities and same
opportunities to perform and complete assessments as students without disabilities. Sometimes reasonable
adjustments are made to the learning environment, training delivery, learning resources and/or assessment
tasks to accommodate the particular needs of a student with a disability. An adjustment is reasonable if it
can accommodate the student’s particular needs while also taking into account factors such as:
▪ The views of the student
▪ The potential effect of the adjustment on the student and others
▪ The costs and benefits of making the adjustment
RTOs are obliged by law to provide reasonable adjustments where required to ensure maximum
participation of students with a disability.
Making reasonable adjustments requires the RTO to balance the need for change with the expense or effort
involved in making this change. If an adjustment requires a disproportionately high expenditure or disruption
it is not likely to be reasonable.[1]
Please discuss with your assessor if you believe a reasonable adjustment to an assessment task, method or
process needs to be made on the basis of disability.
Dimensions of Competency
To be competent, you must show your ability to perform effectively in a broad capacity. The dimensions of
competency ensure the person being assessed has the skills to perform competently in a variety of different
circumstances. To be competent, you must demonstrate the following:
▪ Task Skills: The skills needed to perform a task at an acceptable level. They include knowledge and
practical skills, and these are usually described in the performance criteria.
▪ Task Management Skills: These are skills in organising and coordinating, which are needed to be able to
work competently while managing a number of tasks or activities within a job.
▪ Contingency Skills: The skills needed to respond and react appropriately to unexpected problems,
changes in routine and breakdowns while also performing competently.
▪ Job Role/Environment Skills: The skills needed to perform as expected in a particular job, position,
location and with others. These skills may be described in the range of variables and underpinning skills
and knowledge.
Principles of Assessment
▪ Validity:
‘An assessment decision of the RTO is justified, based on the evidence of performance of the individual
learner.’
[1]
From https://vetnet.gov.au/Public%20Documents/BSBv1.2%20Business%20Services%20Implementation%20Guide.pdf
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Validity requires:
− Assessment against the unit/s of competency and the associated assessment requirements covers
the broad range of skills and knowledge that are essential to competent performance
− Assessment of knowledge and skills is integrated with their practical application
− Assessment to be based on evidence that demonstrates that a learner could demonstrate these
skills and knowledge in other similar situations; and
− Judgement of competence is based on evidence of learner performance that is aligned to the unit/s
of competency and associated assessment requirements.
▪ Reliability:
‘Evidence presented for assessment is consistently interpreted and assessment results are comparable
irrespective of the assessor conducting the assessment.’
▪ Flexibility:
‘Assessment is flexible to the individual learner by:
− Reflecting the learner’s needs
− Assessing competencies held by the learner no matter how or where they have been acquired
− Drawing from a range of assessment methods and using those that are appropriate to the context,
the unit of competency and associated assessment requirements, and the individual.’
▪ Fairness:
‘The individual learner’s needs are considered in the assessment process.
‘Where appropriate, reasonable adjustments are applied by the RTO to take into account the individual
learner’s needs.
‘The RTO informs the learner about the assessment process and provides the learner with the
opportunity to challenge the result of the assessment and be reassessed if necessary.’
Rules of Evidence
▪ Validity:
‘The assessor is assured that the learner has the skills, knowledge and attributes as described in the
module or unit of competency and associated assessment requirements.’
▪ Sufficiency:
‘The assessor is assured that the quality, quantity and relevance of the assessment evidence enables a
judgement to be made of a learner’s competency.’
▪ Currency:
‘The assessor is assured that the assessment evidence demonstrates current competency. This requires
the assessment evidence to be from the present or the very recent past.’
▪ Authenticity:
‘The assessor is assured that the evidence presented for assessment is the learner’s own work.’
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▪ Discuss – This means you must point out the important issues or features, key points, possible
interpretations, and debate through argument. You should provide reasons for and against.
▪ Explain – This means you need to make something clear or show your understanding by describing it or
providing information about it. You will need to make clear how or why something happened or
something is the way it is.
▪ Identify – You must recognise something and indicate what the required information is. The length of the
answer should be guided by what you are being asked to identify.
Assessment Plan
The following outlines the assessment requirements for this cluster. You are required to complete all
assessment requirements outlined below to achieve competency for all units in this cluster.
Your assessor will provide you with the due dates for each assessment task. Write them in the table below.
Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure
you sign this before you start any of your assessments.
Have you read and understood what is required of you in terms of assessment? Yes No
Have you read and understood the RTO’s policies and procedures related to Yes No
reassessment?
Do you agree to the way in which you are being assessed? Yes No
Do you have any special needs or considerations that must be made in preparation Yes No
for this assessment? If yes, what are they?
__________________________________________________________________
Do you understand your rights to appeal the decisions regarding assessment? Yes No
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Assessment Cover Sheet
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your
work.
Name:
Date of
submission:
No. of Pages in
Submission:
STUDENT DECLARATION
I __________________________________________________ declare that these tasks are my own work.
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s in the completion of this
work.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
I understand that if I am found to be in breach of the RTO’s policies, disciplinary action may be taken
against me.
All attachments and three task completed.
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FINAL RECORD SHEET
Assessment Outcome Summary Table: Marketing in Real Estate
CPPREP4102
CPPREP4004
Task Outcomes
Satisfactory (S)
Not satisfactory Assessor
Assessment Tasks (NS) Date initials
C NYC
CPPREP4102 Market property
Assessor Name:
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ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.
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Date: _______________
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Assessment Task 1: Written Questions
WHERE AND
WHEN THIS TASK ▪ You will complete this task in your own time, or you may be provided with time
WILL BE in class to complete it (where applicable)
COMPLETED ▪ You will be advised of the due date for this task
If your assessor marks any of your answers as incorrect or insufficient, they will
WHAT HAPPENS IF
make arrangements with you for resubmission. Your assessor may ask you some
YOU GET questions verbally to check your understanding, or you may need to provide new
SOMETHING written responses to the questions that were answered incorrectly. Your assessor
WRONG will give you a due date by which this must be provided.
▪ This is an open book written assessment – you can use your learning materials
as reference
▪ You must answer all questions and their parts correctly to achieve a satisfactory
outcome for this task
TASK
INSTRUCTIONS ▪ Refer to the Glossary of Instructional Task Words for descriptions of
instructional words to guide you in the level of response required in each
question
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Assessment Task Cover Sheet – Assessment Task 1
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your
work.
Name:
Date of
submission:
No. of Pages in
Submission:
STUDENT DECLARATION
I __________________________________________________ declare that these tasks are my own work.
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s in the completion of this
work.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
I understand that if I am found to be in breach of the RTO’s policies, disciplinary action may be taken
against me.
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Assessment Task 1: Written Questions (Assessor Marking)
Attempt 1 Attempt 2 Attempt 3
Did the student answer all written questions correctly in line with the
decision-making rules provided in the Marking Guide?
Where any items above are marked ‘No’, outline the gaps below. Ensure feedback is provided to the student on their
Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.
Comments: What did you observe? Are there any gaps? What did the student to demonstrate competence?
Please outline any reasonable adjustments made for this task here.
Attempt 1 Satisfactory
Not Satisfactory
Attempt 2 Satisfactory
Not Satisfactory
Attempt 3 Satisfactory
Not Satisfactory
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QUESTION 1
Complete the following table by outlining one legal and one ethical consideration for each of these real
estate areas of practice:
QUESTION 2
a) Identify three expectations that a client might have of a real estate agent who is working with them to sell
their business. Analyse how an agent could demonstrate that they are able to meet these expectations.
Getting right price. With experience and knowledge. Get you desired results.
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You want them to be a licensed agent. Who is covered under law so if something
goes wrong you can get it right.
Want them to be professional. Want them to be confident and answer all your
queries. Also be in touch with you all the time during the transactions.
b) Identify and explain three expectations that members of the general community might have of a real
estate agency which is operating within their local community.
Want them to be professional, be ethical. You don't want to deal in unethical way and
misguide the buyer as they might be buying first time and not have all the knowledge.
Your fees and charges has to be genuine. Changing your prices will affect other
businesses as well as they might need to change prices of their properties as well. It
will change market price of whole community in that area.
Quotations and appraisal has to be proper as it will change prices of similar properties
in that area. As other needs to sell similar properties in that range.
QUESTION 3
Briefly describe and give an example of each of the following marketing and communication approaches in
real estate:
▪ Online or real time inspections
When an interested buyer inspects the property and ask for information. Looks at
property and condition and put their desired price to agent for buy or rent.
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▪ Signboard for a property available for lease
Shows key feature of the property and placed in a way to visually attract the pass by
people. Includes images of the property and details of agents, also include inspection
or auction time. Property manager's name and company name of advertiser.
▪ Online auction
Potential buyer come online and bid for the property they are interested to purchase.
Putting brochure, flayer with property details and posted to suburb or dropped in the
suburb
A physical document highlighting the main features of the agency and main selling
points like their services, specialty, achievements stating why you want to list your
property with them. Featured in sponsorship program. Showing their involvement with
community.
▪ Open house
Set time when the property is available for inspection for people who are interested to
buy or lease that property.
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▪ Networking activities within the community
Activities in which we can get involved to promote our business or agency. We can
build network. Get some potential leads to sell or lease properties. Like getting
involved in local festival or after sports party etc.
Advertising with sites where more traffic is coming from. Websites on portals like
realestate.com.au or domain.com.au who are mainly focused on buyers or tenants.
Who generated much more leads for the advertised property at lower investment.
QUESTION 4
Using each method of marketing and communicating listed below, give a description of the methods and
approaches you might use, identify an example and explain the ethical considerations which should be used
for the selected approach.
▪ Marketing and communicating the agent to the client
Describing the property or featured of that keeping in mind with legal, professional and
ethical manner. Clearly communicating features and amenities of the property. Don't
hide or provide misleading information.
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▪ Marketing and communicating the agency to the community
QUESTION 5
You have completed a property appraisal for a residential property. You know that:
▪ The land size is 700 square metres
▪ The dwelling is 20 squares
▪ There are three bedrooms, including a master which contains an ensuite and built in robe, with the
remaining two bedrooms having a shared toilet in the main bathroom
▪ There is an in ground swimming pool which is adequately fenced and is well maintained and clean
▪ There is a carport with space for two vehicles
▪ There is a large vegetable garden and rockery and several established fruit trees
▪ The dwelling is well maintained and neat, with fresh paint throughout and a well presented garden
▪ All perimeter fences are new
The location is in a court, adjacent to a large park with children’s playground.
a) What is your role as agent when you are communicating with the vendor about the marketing plan
development based on the appraisal conducted?
b) Identify two factors which might affect the choice of marketing strategy for this property, and what
features the agent should consider as they develop a marketing plan:
Its in court so more privacy. Safe for kids as less cars drive past.
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c) What are three general expectations that a client might have of the agent who is marketing this property?
d) Identify two possible target buyers for this property and explain how you would represent the property to
appeal to each of these target buyers. Include a reference source that you have accessed to help you
identify the relationship between the target buyer and the marketing features.
Young Families. Large area for kids to play. Summer days they can enjoy at pool.
Sufficient bedroom spaces.
Investors. As dwelling is small and large land. They can knock down and rebuild more
units by subdividing.
e) Choose a location for this property and then write your recommendation for marketing approach that you
feel would be most effective. Provide the street address (fictional) or a screen shot using Google Earth
street view for the location, identify one target buyer and write three marketing approaches you might
use for this buyer.
On realestate.com.au
https://www.realestate.com.au/property-house-vic-ringwood-135839114
QUESTION 6
Choose two communication strategies which can be used for responding to client complaints and provide an
example for each.
Active listening.
To be involved in the communication with client. Acknowledging and replying to their
opinions and clarify if any doubts. Nod head when you understand any points or not
understanding.
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Positive energy.
What you are communicating has to be more positive about your point rather than doing
negative marketing about someone else
QUESTION 7
How could a real estate agent apply the four Ps of marketing to assist a client in planning and delivering their
marketing approach? Apply the four Ps approach to a residential, rural or commercial property of your choice
to demonstrate the role of the agent in providing advice and marketing plans for a client. Include a screen
shot or link to the property you select for this question.
https://www.realestate.com.au/property-house-vic-ringwood-135839114
Product
It refers to Property. Can be a house, business or rural.
Promotion
Garage spaces: 2
Land size: 694m²
Target Market.
Time Frame.
Agent Experience.
State of the Market condition.
Budget.
Place
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QUESTION 8
Explain three factors which might influence the choice of marketing strategy for a property that is for sale.
Target Market.
If any property is just for investors, first home buyers depending on area nearby.
Time Frame.
if they want to sell it quicker it is better to target investors and get more interest from
them.
QUESTION 9
Select three aspects of a real estate agency’s branding and explain how these aspects relate to marketing
and communication.
Its all about looks. How you show your product makes first impact on potential buyer's
mind. Better images people will remember for long time and they may come for
inspections. Which will give lead to business as well. Also good marketing for finding next
client easily as they will love your portfolio.
Logo/Branding
Logo is first impression to what they can connect to their memory. Looking at easy to
remember logo and colors, customer will notice that they have seen that logo plenty of
times and remember that means that company is popular in that area and nearby
suburbs.
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Colors
Colors are easiest thing to let people know what you are about. Like yellow and red color
shows you are excited and passionate about something. Where as some people who
want to show more professionalism over passion will go for Blue or Green. Also depends
on personal preference.
QUESTION 10
Complete this table by describing two marketing or communications documents or forms which are required
by an agency or which are a statutory requirement for each of these methods.
Method Documents/forms
QUESTION 11
Write or present a script or demonstration of the discussion you would have with a new client who is a
property vendor or landlord to provide them with information and seek guidance and instructions from them
about each of the following:
▪ Marketing budget
▪ Agency fees, charges and conditions
▪ Development of a marketing plan
▪ Client’s motivation and need for a landlord or vendor
▪ Potential motivation and need of a possible buyer or tenant
You may present this in a face to face activity with your assessor, or via a video or audio file.
QUESTION 12
Describe two strategies you could use to build a relationship with a client who has approached your real
estate agency as they are considering selling their business premises.
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Do proper market research and select target audience according to who will fit in that
property and surrounding areas.
QUESTION 13
You have been asked to conduct a review into the effectiveness of the marketing which is currently being
used across the agency for promoting residential listings to the local community. You find that the following
approaches are currently being used:
▪ Signboards at the residence
▪ Letter box drop to local neighbouring properties
▪ Open for inspections arranged generally for weekends and/or one week night
▪ High percentage of auctions
▪ The agency has noted that there is a lower than expected clearance rate at auction and that the agency
has been receiving negative feedback from clients about the time taken to sell properties.
Analyse the current approach and recommend what changes could be made to respond to the complaints of
clients, improve the effectiveness of the marketing and develop a more appropriate marketing plan for the
agency for residential property sales. Ensure you base your answer on the fundamentals of effective
marketing resources.
Approaches used are very basic once which is being used by any basic advertising. If it
will need improvements has to go wide for marketing.
Best option is to go for Google Adwords. Which is very active and effective way to put a
property in a large market. Which will target a Blog or a page of that property. Blogs can
be quick to set up to easy to implement but are a long-term strategy because they are
your primary tool for implementing a content marketing program. Blogs don’t require a
large capital expenditure, however they require a significant time investment. But with
continuous targeting same page it will become popular and will direct traffic all the time so
you can just change listing on that page and it will do same work for new property.
Email Marketing is also a very affordable option. To send a tempting mail to all list of
interested buyers or investors to get them to come for an inspection or show interest in
that property.
Facebook marketing. In this time when everyone is on their phone and not able to go out
a lot of time to have a look at boards Facebook is all time favorite for people who are on
social media for new news and market updates.
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QUESTION 14
You have recommended a sale by date approach to a client who is selling their inner city apartment which is
located within a multi storey tower with a shared swimming pool and gymnasium. You have developed a
marketing plan and will rely on the following for marketing the property:
▪ Professional photography of the property taken without furnishings
▪ Online listing of the property on your agency website and on a third party website
▪ Priority placement of the property and use of banners and links on the websites
▪ Video walk through of the property taken by a professional videographer
Identify and explain one legal, one ethical and one agency requirement for the marketing plan you have
developed. Base your answer on your state or territory of operation as well as one piece of federal legislation
applicable to marketing the property.
Legal- We must know the relevant laws. Follow their client’s lawful instructions, except if it
would not be good estate agency practice. Exercise skill, care and diligence in performing
their functions.
Ethical- Being honest and transparent about all the facilities they are getting. You have to
be clear that thy will have to share cost of maintaining those things as well and adds up
the cost. To work in best interest of the client.
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QUESTION 15
a) Match each of these activities with their definition: (please type the correct activity name in blank area)
Activity Definition
Agent's conduct will breach the guidelines of material facts which could include
reference to building works for any homiside or serious crime has to be told to the
buyer.
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d) A client asks a real estate agent to explain the difference between dummy bidding and vendor bidding.
The agent tells the client that there is no such thing as dummy bidding and that any bids made during an
auction are acceptable, including those from non genuine bidders. They tell the client to just leave the
auctioneering to the experts and not to get worried about the details of the process.
Is the conduct of the real estate agent reasonable? Why or why not? Give reasons for your answer and
refer to legislation and ethical requirements if relevant.
It is not reasonable. They have to explain that dummy bidding is illegal and they can
get fined heavily for that. On the auction day only Vendor bidding is legal that too only
one time by auctioneer.
e) An agent provides a client with a statement of fees and charges for marketing options for their property
sale. The client later phones the agency and asks why the statement has a date in the footer of the
document which is 2017. The agent tells the client the fees and charges have not changed very much in
the past year or two, and that they will give them an updated fee schedule when they see them next. The
agent does not provide the updated document on any of the next three meetings with the client. The
client is later surprised at the significant increase in fees which are presented to them by the agency.
Is the conduct of the real estate agent reasonable? Why or why not? Give reasons for your answer and
refer to legislation and ethical requirements if relevant.
Client fully understands agency's all hidden costs and fully updated prices. By hiding
that they are breaching Competition and Consumer Act 2010.
QUESTION 16
Describe two techniques for determining the motivation and needs of one of these groups of people –
vendor, buyer, landlord or tenant.
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Considering their need vs what they want.
QUESTION 17
You are giving a presentation about real estate to a local business networking group. You decide to explain
to the group about the purposes of a personal, property and agency profile in a real estate context. Write a
dot point summary of the key points you would use for your speech.
Personal - So client can understand who are they meeting and who will work on their
behalf, their credibility, past experience and their testimonials.
Property - So all the information is saved at one place and by looking at it client will get all
information about that property.
Agency - Helps to link all the agents working in the agency under 1 banner.
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QUESTION 18
You are a real estate agent and you are planning on moving to a new agency in the town of Dubbo, in New
South Wales. You decide to do some research before you arrive, so you better understand the
demographics, location, competition and opportunities which apply in the region.
Complete this table with the information you find out about Dubbo, and provide sources for your data:
Postcode 2830
Number of properties 62
currently available for
rent
Number of rural 0
properties within Dubbo
and a 25km radius
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QUESTION 19
You have been asked to give a presentation at a local community Probus club about real estate ethics. You
decide to make the subject of your presentation ‘marketing costs – what every potential vendor should
know.’
Write the speech notes you would use for your presentation. You can consider ethics, marketing costs, the
role of marketing and communication in engaging with clients and the community and the intent, purpose
and relationship between marketing and communication channels in your speech.
Ethics - Usually all the references and people getting part of the selling will get parts of
their commission so vendor has to know all the people who are getting benefited. What
will be their choice of marketing and how much they want to spend. And list of prices of
different types of marketing. They have to know about council cost, agent's commission,
conveyancer cost etc. Any rebates they are getting Estate agent's Act 1980.
Marketing costs - There will be different basic costs like to list on realestate.com.au,
domain.com, facebook, agency website etc. There will be certain cost to take house
images by professionals. It will cost to put a board outside their house stating that
property is for sale and few featured points. There will be some cost if they want to do
take 3D view of the house or they want to take a professional video as it will cost more
but it will give more exposure and it will be quicker to sell that property.
Role of marketing and communication - Asking purpose of their market. Ask them about
nearby areas what interests people the most. How they want to do their marketing, how
eager they are to sell their property as cost will very on those things. Quicker sales will
need more marketing which will cost more. If they are not in hurry to sell it may get
cheaper as not many paid advertisements will be needed. To create interest and get
more buyer's interest. To create competition in the market.
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QUESTION 20
Identify two possible risks to a real estate agency of poor marketing and communication practices. For each
risk explain two possible strategies you could use to minimise the risk.
Risk: Strategy:
They may loose buyers, they may Checking the marketing material before property
face legal charges. People will goes live.
loose trust in that agency.
Strategy:
Getting a statement from vendor before you put in
marketing material.
Risk: Strategy:
Destroy the agency reputation. Have standard checklist.
Strategy:
Train team every month or certain period of time.
SUBMISSION
REQUIREMENTS Your answers for each question (ALL 20)
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Assessment Task Cover Sheet – Assessment Task 2
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your
work.
Name:
Date of
submission:
No. of Pages in
Submission:
STUDENT DECLARATION
I __________________________________________________ declare that these tasks are my own work.
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s in the completion of this
work.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
I understand that if I am found to be in breach of the RTO’s policies, disciplinary action may be taken
against me.
Plan attached with the booklet
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Assessment Task 2: Marketing and Communication Profiles (Assessor Marking)
Attempt 1 Attempt 2 Attempt 3
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Assessment Task 2: Marketing and Communication Profiles (Assessor Marking)
Attempt 1 Attempt 2 Attempt 3
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Assessment Task 2: Marketing and Communication Profiles (Assessor Marking)
Attempt 1 Attempt 2 Attempt 3
Where any items above are marked ‘No’, outline the gaps below. Ensure feedback is provided to the student on their
Assessment Task Cover Sheet. Document the actions that must be taken by the student to address the gaps.
Comments: What did you observe? Are there any gaps? What did the student to demonstrate competence?
Please outline any reasonable adjustments made for this task here.
Attempt 1 Satisfactory
Not Satisfactory
Attempt 2 Satisfactory
Not Satisfactory
Attempt 3 Satisfactory
Not Satisfactory
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ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.
______________________________________________________________________________________
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______________________________________________________________________________________
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Date: _______________
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Assessment Task 2: Marketing and Communication Profiles
Students will create a portfolio of documents which include the marketing and
communication profiles for three different purposes. These are:
▪ A profile for an agency which is designed to engage the community
TASK SUMMARY ▪ A personal profile for an individual designed to attract potential clients
▪ A marketing profile for a property which is designed to engage clients.
WHERE AND
WHEN THIS TASK
WILL BE
COMPLETED The portfolio can be designed and created in a workplace or in their own time.
WHAT HAPPENS IF
YOU GET Your assessor will identify any areas of your assessment task which require
SOMETHING resubmission. You should discuss these areas with your assessor and make
WRONG arrangements to resubmit these areas for remarking.
You are to create a portfolio which can be shown to your assessor, to demonstrate
your ability to create a marketing and communication profile for three purposes. The
profile can be organised and presented in any format which is suitable and
appropriate, such as:
TASK ▪ video
INSTRUCTIONS
▪ print
▪ multimedia
▪ text/print based.
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 37
Assessment Submission Instructions
The portfolio will be in three parts, as follows:
1. A profile for an agency to engage the community. This profile should include:
▪ branding features such as colour, logo, key words and font used in marketing and communications
▪ social media elements, such as Facebook and LinkedIn details
▪ agency details such as contacts, physical office address and phone numbers
▪ agency description
▪ imagery such as cover image, carousel of images or short video clip
▪ online and offline approaches
▪ written description of the profile which explains:
− the rationale for the chosen branding features and other elements included
− the methods which are used by the agency to communicate their profile to the community and
engage with the community
− the intended purpose of the communication.
2. A personal profile to attract new clients. This profile should include:
▪ branding features such as the use of colour, font, style, logo and keywords which are associated with
an agency or workplace
▪ social media profile such as personal LinkedIn page or Facebook page
▪ video/multimedia content
▪ text based content
▪ written description which includes:
− how and why the methods have been selected to engage clients
− the intended purpose of the communication
− how key words and descriptions of personal practice relate to client expectations
− how outstanding matters arising from client expectations can be resolved.
3. A marketing profile for a property. This should include:
▪ a brief text description of the property
▪ the target market
▪ the marketing approach and rationale
▪ an analysis of the location, competition and opportunities
▪ how the profile aligns with the branding of the agency/business
▪ key elements that are included, such as imagery, floor plan, video walk through, staging and
property highlights
▪ written description which includes:
− how and why the marketing approaches have been selected and their alignment to the
communication with the client and the target market
− evidence of research conducted in the development of the marketing profile, including
references.
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 38
SUBMISSION Portfolio of documents/digital resources and files. Attached with assessment
REQUIREMENTS booklet
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 39
Assessment Task Cover Sheet – Assessment Task 3
Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your
work.
Name:
Date of
observation/
submission:
No. of Pages in
Submission:
STUDENT DECLARATION
I __________________________________________________ declare that these tasks are my own work.
None of this work has been completed by any other person.
I have not cheated or plagiarised the work or colluded with any other student/s in the completion of this
work.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
I understand that if I am found to be in breach of the RTO’s policies, disciplinary action may be taken
against me.
Marketing plan attached with other relevant documents
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 40
Assessment Task 3: Marketing Plans – Assessor Marking
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Attempt 1 Attempt 2 Attempt 3
Scenario 2 – Tanna
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 42
Attempt 1 Attempt 2 Attempt 3
Ask the student the following verbal questions. Tick the answers or key points as student provides answer or covers
the key points. Document specific wording for key points used by student to demonstrate reliability. Document any
additional information provided by the student in the Comments column.
1. What are three examples of things you The learner must be able to identify legal and ethical requirements and
should not do when you are discussing conversely also the legal and ethical conduct that is not appropriate during a
marketing plans with a client? marketing discussion. Responses must include three of the following:
Making false statements
Acting for the buyer and seller
Leading the client to believe something which is not true
Misrepresenting the likely price for the sale of the property
Not holding an appropriate licence for the work being undertaken (such
as being a qualified and licenced real estate agent or holding an
auctioneers’ qualification if the property is going to be auctioned by the
same person)
2. What would you do if a client did not The learner must specify that they would do at least two of the following to
appear to understand the marketing costs assist their client to understand marketing costs:
as you explain them? Use communication and interpersonal skills to assist the client, such as
gestures, images, speaking slowly and in a more concise manner, and
so on.
Remain patient, professional and courteous at all times.
Repeat the information or restate the information in a different way to
promote understanding.
Provide Plain English documentation to assist the client to understand
the information.
3. What are some marketing activities that The learner’s response must indicate that:
you might recommend if the client tells They will refrain from judgement and adjust their recommendations to
you that they have a limited budget and correspond with the client’s budget, such as removing some marketing
cannot afford all the options you suggest options or reducing the scope, scale and timeframe. For example: they
to them? might reduce the quantity and quality of photos, reduce the use of video
footage or avoid using styling of the property to reduce the cost if hiring
furniture and other styling features.
4. How would you make sure that the The learner should refer to the following:
marketing resources you suggest to the Agency policies and procedures, such as privacy and confidentiality,
client are consistent with the requirements marketing, customer service standard, documentation, etc.
of your agency? Using standardised forms and styling guides.
Seeking clarification from experienced colleagues and comparing their
marketing resources with those of other agents in the workplace.
Ensuring they are complying with statutory requirements such as
completing documentation fully, protecting privacy and confidentiality
and ensuring consumer protection requirements are followed.
5. Imagine your client tells you that the The learner must address the following key points:
property has had building work completed Inform the client that this information is likely to need to be disclosed to
without the appropriate building permits, the potential buyer and that it cannot be withheld.
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 43
VERBAL QUESTIONS – ASSESSMENT TASK 3: PART B
but they ask you to keep this information Requirement to disclose information according to legal and ethical and
to yourself. What would you say? consumer protection requirements, and that they would be potentially
breaching legal requirements if they did not disclose this information to
a potential buyer.
Where further verbal questioning is required or additional prompts are required that do not interfere with reliability of
assessment process, please document the questions asked in the space provided below and the responses provided
by the student.
Comments: What did you observe? Are there any gaps? What did the student to demonstrate competence?
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 44
Attempt 1 Attempt 2 Attempt 3
Scenario 2 – Tanna
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 45
Attempt 1 Attempt 2 Attempt 3
Ask the student the following verbal questions. Tick the answers or key points as student provides answer or covers
the key points. Document specific wording for key points used by student to demonstrate reliability. Document any
additional information provided by the student in the Comments column.
1. What are some of the responsibilities that Learner must address the following key points in their response:
other people from a real estate office Responding to client phone calls and emails within a specified time
might have in relation to marketing a (based on the agency’s KPI for response time).
property? Referring potential buyers.
Completing documentation.
Recording data after open for inspections.
Maintaining secure and confidential document management within the
office and on electronic platforms.
2. Identify some of the marketing activities Learner must include at least three of the following activities in their
that you might complete as you implement response:
the marketing plan. Generating leads.
Following up enquiries.
Providing information.
Seeking clarification of features for interested potential buyers.
Maintaining documentation.
Updating the clients about progress.
Altering recommendations based on progress towards the marketing
goal.
3. Imagine you are having a discussion in The learner’s response must include the following:
your real estate office about a property Involve the clients in the discussion.
which has not sold and has not generated Base their ideas on their professional opinion based on data, best
the interest and leads that you thought it practice, and suburb/location trends.
might. What are some ideas that might be Seek information and guidance from experienced colleagues and find
suggested to help you review and alter the out about recent experiences of other agents in the office to see if there
marketing plan? is a wider trend or pattern, or if the issue is limited to just one property.
4. What are some examples of data you The learner must refer to at least three of the following types of data:
might provide to your colleagues about Page or video views.
Clicks on a website.
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 46
VERBAL QUESTIONS – ASSESSMENT TASK 3: PART C
the progress being made towards selling a Visitors to a property for an open for inspection.
property? Phone and email enquiries.
Text messages about the property.
Form based contacts on a website.
5. What might some of the outcomes for an The learner’s response must indicate their understanding of the importance
agency be if materials for marketing are of branding, shared outcomes and actions, cohesiveness of approach in
not effective or are of low quality? styling, brand recognition and actions, and the importance of community
engagement with the reputation of the agency alongside individual
responsibility for agents to produce high quality work for the best interests of
their clients. Examples of outcomes for the agency are listed below:
▪ Poor reputation
▪ Lack of interest in properties managed by the agency
▪ Fewer clients due to poor sales performance
▪ Potential loss of staff to other, better performing agencies
Where further verbal questioning is required or additional prompts are required that do not interfere with reliability of
assessment process, please document the questions asked in the space provided below and the responses provided
by the student.
Comments: What did you observe? Are there any gaps? What did the student to demonstrate competence?
Where any items above are marked ‘No’, outline the gaps below. Ensure feedback is provided to the student on their
Assessment Task Cover Sheet. Document the actions that must be taken by the student to address the gaps.
Comments: What did you observe? Are there any gaps? What did the student to demonstrate competence?
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 47
Please outline any reasonable adjustments made for this task here.
Attempt 1 Satisfactory
Not Satisfactory
Attempt 2 Satisfactory
Not Satisfactory
Attempt 3 Satisfactory
Not Satisfactory
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 48
ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
Date: _______________
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 49
Assessment Task 3: Marketing Plans
For this task, you will need to prepare and implement a marketing plan for two
different properties. You will need to include specific information as listed below for
each property. You will also participate in two role plays based on the marketing
plan developed in the first part of the task. You can complete these tasks in your
TASK SUMMARY workplace or in a simulated workplace environment.
WHERE AND
WHEN THIS TASK
WILL BE In the workplace or a simulated workplace environment. Attached with Assessment
COMPLETED booklet
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WHAT HAPPENS IF
YOU GET
SOMETHING The assessor may ask the learner to resubmit parts of the assessment where the
WRONG learner is not yet competent.
You will need to prepare and implement a marketing plan for each of two properties.
You will need to include the following information for both properties:
▪ details of the property
You will need to demonstrate the following during your meeting with the clients:
▪ explain the marketing service options to the clients which are available from
your agency
© SKUP | WWW.SKILLEDUP.EDU.AU | CLUSTER 3 – ASSESSMENTS | V1.0.21 | RTO # 40471 | NEXT REVIEW DEC 2021 PAGE 51
For this task, you will be participating in a team meeting in a simulated or actual real
estate office setting. You will be providing information to work colleagues about the
progress of marketing a property (developed in Part A). You will be giving
information, responding to questions, clarifying marketing approaches and
TASK strategies and giving performance based information to add to the agency’s records.
INSTRUCTIONS: You will need to demonstrate the following during your meeting with colleagues:
PART C – TEAM ▪ Brief the colleagues about the roles required during the marketing of the
MEETING selected property.
▪ Provide information and demonstration of the marketing for the property (such
as by showing the marketing materials developed for the property in Part A and
B).
▪ Provide information about the marketing activity responses for the property
during the marketing plan.
▪ Providing information and evidence of data that you have collected about the
marketing activity responses.
▪ Explain how the data you have collected can be used by the agency.
▪ Confirm how the marketing materials represent an honest, accurate and fair
reflection of the property and comply with legislative requirements and agency
requirements – reference one piece of legislation for your state or territory in this
part of the task.
▪ Advice about how to correct a section or part of the marketing material that is
not suitable and give information about how this might negatively impact the
agency (this could be presented as an early draft of a marketing item or a
separate sample item that the learner develops to demonstrate their
understanding of poor marketing materials and their impact on the agency).
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