SUMMATIVE ASSESSMENTS

NATIONAL DIPLOMA: MARKETING MANAGEMENT

ID 61593 - LEVEL 5 – CREDITS 243

DEVELOP, IMPLEMENT AND MANAGE A PROJECT/ACTIVITY PLAN

US ID: 10043

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Learner Information (Please Complete this Section)
Name & Surname:
ID Number
Tel/Cellphone Number
Email Address
Organisation/Venue:
Workplace Unit/Dept:
Facilitator Name:
Date Started
Date completed

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Declaration

I(Learner)…………………………………………………………………………………………….herewith
declare that I am ready for the assessment, that we have reviewed the assessment preparation and plan, I
understand the assessment process and I am happy that the assessment will be conducted in a fair manner.
Learner Signature: Date:

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 Assessor Information

Name:

Surname:

Date:

Contact telephone No:

Assessor No:

ID

Moderator Information

Name:

Surname:

Date:

Contact telephone No:

Moderator No:

ID

Summative Assessment Information

The purpose of this summative assessment is to award credits to learner achieving the following skills program/unit
standard: DEVELOP, IMPLEMENT AND MANAGE A PROJECT/ACTIVITY PLAN, and is intended for use
by the accredited Training Providers, for the following qualification: NATIONAL DIPLOMA: MARKETING
RESEARCH ID 20896 - LEVEL 5 – CREDITS 243
NOTE
The assessment instruments included in this assessment pack are all summative assessment instruments and are to be
read in conjunction with the formative assessment instruments Contained in the learner workbook. Both formative
(workbook) and summative assessments are to be retained as part of the learner’s portfolio of evidence.
 A number of the assessment instruments contained in this assessment are workplace knowledge based
questions.
 This means that you will arrange with the learner, a time that is suitable, during which the learner will
complete each questions.
 Answer All the questions.

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 1 US: 10043, NQF Level 5 Worth 5 Credits
Learning Unit DEVELOP, IMPLEMENT AND MANAGE A PROJECT/ACTIVITY PLAN

This unit standard is a core standard and forms part of the qualification, National
Diploma and is registered at Level 5 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
Unit Standard add value to one`s job.
Purpose 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:
 Evaluating proposals and selecting preferred option
 Conceptualising plans
 Delegating tasks
 Tracking projects

 Learners accessing this qualification will have demonstrated competence against

Learning Assumed to the standards in the National Certificate in Marketing, Marketing Communication
be in Place or Marketing Research or Marketing management or Customer Management or
equivalent at NQF Level 4.

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 SESSION 1
EVALUATE PROPOSALS AND SELECT PREFERRED OPTION
SO 1

 1. Project proposals are useful

Learning
 2. Project proposals are applicable
Outcomes
 3. Project/activity plans are within budget limits
(Assessment
 4. Project proposals provide a competitive budget
Criteria)
 5. Activity plans explore alternatives

Activity

Identify the decisions that marketers are responsible for.

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Activity

Define the marketing process

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Activit
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3
Identify and discuss the 8 controllable factors included in the marketing mix
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Activit
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4
Define Market Strategy Development
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Activit
y
5
Identify and discuss the Market Challenger strategies
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Activit
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6
Define market channels
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Activit
y
7
Discuss the 4 types of market channels
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Activit
y
8
Define and discuss Public Relations and publicity
Public relations and publicity

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Activit
y
9
What are the prerequisites of marketing objectives?
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 SESSION 2
COACH MARKETING STAFF TO BE ABLE TO ACHIEVE OBJECTIVES
SO 2

 1. Coaching plans are developed and selected in consultation with relevant individuals
 2. Coaching initiatives are planned and in the required format and within scheduled
Learning
timeframe
Outcomes
 3. Coaching is matched to the individuals goals, needs and objectives
(Assessment
 4. Coaching is linked to the workplace skills plan
Criteria)
 5. Coaching is implemented in an environment conducive to learning and performance
improvement

Activity
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Identify and discuss steps in the coaching process

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Activit
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11
Identify the key principles for successful coaching

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 SESSION 3
MONITOR PERFORMANCE OF MARKETING STAFF AGAINST TARGETS
SO 3

 1. Competence of individuals and teams is assessed against agreed standards and

objectives and within agreed procedures and timeframes
 2. Selected evaluation methods are relevant, fair and known to the individual or team
Learning being assessed
Outcomes  3. Monitoring of performance is done in a manner which is based on establish methods
(Assessment  4. Collected information is complete, accurate, current and agreed with the individual or
Criteria) team
 5. Performance is recorded in the agreed format
 6. Monitoring and assessment individuals and teams is provided on an on-going basis to
agreed timeframes

Activity
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Identify and discuss the different methods of monitoring against qualitative objectives

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Activity
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Identify and discuss the methods of improving team performance
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 SESSION 4
MONITOR PERFORMANCE OF MARKETING STAFF AGAINST TARGETS
SO 4

 1. Competence of individuals and teams is assessed against agreed standards and

objectives and within agreed procedures and timeframes
 2. Selected evaluation methods are relevant, fair and known to the individual or team
Learning being assessed
Outcomes  3. Monitoring of performance is done in a manner which is based on establish methods
(Assessment  4. Collected information is complete, accurate, current and agreed with the individual or
Criteria) team
 5. Performance is recorded in the agreed format
 6. Monitoring and assessment individuals and teams is provided on an on-going basis to
agreed timeframes

Activity
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Discuss the principles of effective feedback

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 SESSION 5
MONITOR PERFORMANCE OF MARKETING STAFF AGAINST TARGETS
SO 5

 1. Competence of individuals and teams is assessed against agreed standards and

objectives and within agreed procedures and timeframes
 2. Selected evaluation methods are relevant, fair and known to the individual or team
Learning being assessed
Outcomes  3. Monitoring of performance is done in a manner which is based on establish methods
(Assessment  4. Collected information is complete, accurate, current and agreed with the individual or
Criteria) team
 5. Performance is recorded in the agreed format
 6. Monitoring and assessment individuals and teams is provided on an on-going basis to
agreed timeframes

Activity
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Discuss the corrective action process

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Assessment Judgement

Competent(Tick/Cross) Not Yet Competent(Tick/Cross)

Action/s required (if any):

By when:
Learner Feedback & Comments

Declaration by the Learner

I ……………………………………………………………………………….. The candidate, declare that I have
received feedback and been informed of my overall competence for the criteria within the assignment.
Declaration by the Assessor
I ……………………………………………............. (Assessor) hereby certify that I have examined the learner
workbook and I am satisfied with the Facilitator Judgment of this assessment.

Learner (Sign) Date Assessor (Sign) Date

Moderator (Sign) Date

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