LEARNER WORKBOOK

NATIONAL DIPLOMA: MARKETING MANAGEMENT

ID 61593 - LEVEL 5 – CREDITS 243

US ID: 10043
DEVELOP, IMPLEMENT AND MANAGE A PROJECT/ACTIVITY PLAN

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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

©Copyright©
All rights reserved. The copyright of this document and any annexures thereof is protected and expressly reserved.
No part of this document may be reproduced, stored in a retrievable system, or transmitted, in any form or by any
means, electronic, mechanical, photocopying, recording or otherwise without the prior permission.

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: Facilitator Signature: Date:

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Learner Workbook Information
This Workbook has been designed and developed to evaluate learners’ level of understanding relating to the
following skills program or unit standard: DEVELOP, IMPLEMENT AND MANAGE A
PROJECT/ACTIVITY PLAN, which has been developed for the qualification: NATIONAL DIPLOMA:
MARKETING RESEARCH ID 20896 - LEVEL 5 – CREDITS 243 Learners will be evaluated on the specific
outcomes and/or assessment criteria of the following SAQA Registered Unit Standard(s), which represent the
Formative Assessment component:
US ID US Title Level Credits
DEVELOP, IMPLEMENT AND MANAGE A PROJECT/ACTIVITY
10043 5 5
PLAN

Instructions to Facilitators and Learners

Facilitators will be required to:
 Explain the completion of the workbook to each learner.
 Interview the learner on similar questions, should he/she not be able to write.
Learners will be required to:
 Complete the workbook as per the instructions.
 Ensure that all questions are completed.
 Ensure that the workbook is completed and authentic.
 Ensure that all annexure are attached to the workbook and clearly referred to.

Total Marks & Equipment

In order to meet the pass mark, learners are required to achieve a minimum of 80% of the total marks, and learners
are required to have the following equipment in order to complete this workbook:
 Pen and Pencil
 Ruler
 Exam Pad – for additional paper.
Outcomes
The qualifying learner is capable of:
 Evaluating proposals and selecting preferred option
 Conceptualising plans
 Delegating tasks
 Tracking projects

Assessment Criteria

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The assessment process involves collecting and interpreting evidence about the learner’s ability to perform a task,
which will be achieved through a combination of formative and summative assessments. In this guide there may be
assessments in the form of activities, assignments, tasks or projects, as well as workplace practical tasks. The learner
is to perform these tasks and provide required and authentic evidence in their portfolio of evidence.
To qualify and receive credits towards the learning programme or unit standard, a registered assessor and moderator
will conduct an evaluation and assessment of the learner’s portfolio of evidence and competency.

Learner Responsibility
The responsibility of learning rest with the learner, so:
 Be proactive and ask questions,
 Seek assistance and help from your facilitators, if required.

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 Learning Unit 1 US: 10043, NQF Level 5 Worth 5 Credits
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

Activit
y
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Describe the marketing process

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Activit
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Define and describe market strategy development
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Activit
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Identify and define the different market strategies
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Activit
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Define and identify different market channels
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Activit
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Discuss the factors affecting market channel selection

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Activit
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What is market communication?
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Activit
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Identify and discuss the different modes of marketing communication.
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Activit
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What are market objectives?
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Activit
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Discuss the linking of objectives to marketing strategies
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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

Activit
y
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Define a market team and its responsibilities
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Activit
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Define coaching and identify its major functions
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Activit
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Identify and discuss steps in the coaching process
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Activit
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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

Activit
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Identify and discuss the different methods of monitoring against quantifiable objectives
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Identify and discuss the different methods of monitoring against qualitative objectives

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Activit

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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

Activit
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Identify and discuss types of feedback

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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

Activit
y
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Define corrective action and its importance

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Discuss the corrective action process

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Facilitator Feedback & Remarks

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 …………………………………………………………………………………. (Learner) declare that I am satisfied
that the feedback given to me by the Facilitator was relevant, sufficient and done in a constructive manner. I accept
the assessment judgment and have no further questions relating to this particular assessment event.
Declaration by the Facilitator
I …………………………………………….............................................. (Facilitator) hereby certify that I have
examined the learner workbook and I am satisfied with the evidence provided by the learner.
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 Facilitator (Sign) Date

Assessor (Sign) Date Moderator (Sign) Date

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