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ACLP E1 - Sample AP For Product Advisory
ACLP E1 - Sample AP For Product Advisory
This in-company assessment plan is based on selected skills and competencies referenced
from the Retail Skills Framework.
Proficiency Level 1
Note:
This Assessment Plan (AP) is NOT an official document. It is a sample Assessment Plan
designed for learning purposes. Gaps and flaws in design are intentionally included to achieve
the learning outcomes.
When adapting the AP for your use, you are expected to adapt the specifications of the type of
product that you are using. The product specifications in the generic AP is indicated in Red on
Page 23 and 24.
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©2019 Institute for Adult Learning. Specimen AP Product Advisory_ RET-CEX-1005-1.1
Version Control Record
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©2019 Institute for Adult Learning. Specimen AP Product Advisory_ RET-CEX-1005-1.1
Contents
Page
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1. Overview of Assessment Plan
1.1 Consultation
This assessment plan was developed in consultation with the following LiveSmart Emporium
stakeholders:
Operations Director
Operations Manager
Retail Supervisors
HR Manager
Assessors
Facilitators
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Legal Workplace Health and Safety regulations of Singapore
environment: Consumer Protection (Fair Trading) Act 2003
Lemon Law (2012)
Personal Data Protection Act (PDPA)
Goods and Services Tax Act
Assessor
Duratio to
Method Remarks
n candidate
ratio
Role Play 15 min 1:1 None
Oral
15 min 1:1 None
Questioning
-
Total 30 min --
*A= Ability, K = Knowledge, RP = Role Play, OQ = Oral Questioning
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2. Evidence Gathering Plan
Abilities and Evidence Requirement RP OQ Assessme
Knowledge nt Tools
A1: Establish customers' Show Me (Process)
requirements using Candidate is able identify and establish
questioning techniques and the customer’s requirements using Specification
listening skills questions and listening skills. Table for
Role Play
K1: Ways to establish Tell Me (Knowledge)
customers’ requirements Candidate is able explain what to do when Assessment
on products (Application) a customer’s requirement cannot be Record for
matched with any product in the shop. Role Play
Specification
A2: Recommend products Show Me (Product) Table for
based on customers' Candidate is able to recommend at least Oral
requirements one product using the customer’s Questioning
requirement and explain how the
characteristics of the selected product Assessment
meets the customer’s need. Record for
Oral
A3: Provide customers with Show Me (Product and Process) Questioning
product, promotion Candidate is able to provide correct
information and after-sales information on product, promotional Instructions
service activities and after sales service to Candidate
accurately, confidently and in manner that
K2: Organisational price list complies to the organisational procedures
of products (Knowledge) when providing product advice to Instructions
customers. to Assessor
K3: Organisation’s
promotional activities Tell Me (Knowledge) Appeal
(Knowledge) Candidate is able to provide information Process
on the after sales service.
K4: Organisational Code of
procedures in relation to Tell Me (Knowledge) Practice
providing advice on Candidate is also able to state the
products to customers organisational procedures that are
(Application) applicable when providing product
information and explain the importance of
adhering to them.
Tell Me (Knowledge)
Candidate is able to explain how to close
the sales experience based on different
customer decision.
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3. Assessment Specifications
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3.2 Assessment Specifications (Role Play)
Specifications Guidelines
Abilities and Abilities: A1 to A5
Knowledge Knowledge: K1 to K4
Duration 15 mins
Set-up Select a product for the Role Play scenario that you are familiar
with. The product must be related to the categories of products sold
by LiveSmart Emporium.
The environment should be similar to a fully set-up work area
where the RP-candidate will perform the required task. This
includes providing the appropriate tools required by the RP-
candidate to make product recommendations to a customer in the
department that he/she is involved in:
Signages for department/ and or the category of products
Promotional materials, tags and so on
Adequate range of products for ‘customer’ to peruse and for the
RP-candidate to produce evidences to verify his/her
competence to perform product advisory to customers.
Product catalogue, promotion information, after sales servicing
information and price lists.
If the gathering of evidence does not fulfil the rules of evidence then
the RP-assessor must refer the case to the LiveSmart HR Manager for
review.
Recording Assessment Record (Role Play)
Assessment Use the Assessment Record (Role Play) to make a judgment if all
Result the related Assessment Criteria (AC) of the Abilities (A) have been
fulfilled during the role-play.
Indicate ‘C’ in the ‘Indicate C or NYC’ column if RP-candidate
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Specifications Guidelines
demonstrated competence in all the related AC. A candidate is
deemed competent in the respective Abilities when he/she has
cleared ALL the related AC.
Record observations of Competence, where applicable, in the
"Evidence of C and NYC must be recorded" column.
Indicate ‘NYC’ in the ‘Indicate C or NYC’ column if candidate did
not demonstrate competence in any of the related AC. A candidate
is deemed Not Yet Competent in the respective Abilities when
he/she has not cleared any one of the related AC.
Record reasons for NYC outcomes, where applicable, in the
"Evidence of ‘C’ and ‘NYC’ must be recorded" column.
An ‘NYC’ in any Abilities will result in an ‘NYC’ in the Competency
Unit.
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3.3 Assessment Specifications (Oral Questioning)
Specifications Guidelines
Abilities and A1 K1;
Knowledge A3 K4; and A5.
Duration 15 mins
Venue In-house training or meeting room
If the gathering of evidence does not fulfil the rules of evidence then
the RP-assessor must refer the case to the LiveSmart HR for review.
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Specifications Guidelines
Record observations of Competence, where applicable, in the
"Evidence of C and NYC must be recorded" column.
Indicate ‘NYC’ in the ‘Indicate C or NYC’ column if RP-candidate
did not show competence in any of the related questions in the
AC column. A candidate is deemed Not Yet Competent in the
respective A or K when he/she has not cleared any one of the
related questions. Record reasons for ‘NYC’ outcomes, where
applicable, in the "Evidence of ‘C’ and ‘NYC’ must be recorded"
column.
Candidate is deemed not yet competent in the respective
Abilities when he/she has not cleared any one of the related K.
Under the ‘OQ’ column, indicate a ‘NYC’ for the respective
Abilities.
AC = Assessment Criteria, A= Abilities, K = Knowledge
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3.4 Final Assessment Outcome
Candidate is deemed competent in the respective Abilities when he/she has
cleared all the Abilities and Knowledge requirements. Under the ‘Overall
Result’ column, indicate a ‘C’ for the respective Abilities. Assessor signs off
the respective Abilities.
Candidate is deemed not yet competent in the respective Abilities when
he/she has not cleared any one of the Abilities and Knowledge. Under the
‘Overall Result’ column, indicate a ‘NYC’ for the respective Abilities. Assessor
signs off the respective Abilities.
Candidate is deemed competent in the LiveSmart Emporium Competency
Unit: Product Advisory when he/she deemed competent for ALL the
Abilities. Tick the ‘Competent’ box. Assessor signs off the final outcome of
the assessment.
Candidate is deemed not yet competent in the LiveSmart Emporium
Competency Unit: Product Advisory if he/she deemed NYC in any one of
the Abilities. Tick the ‘Not Yet Competent’ box. Assessor signs off the final
outcome of the assessment.
Candidate will sign off the final outcome of the assessment after the
feedback by the assessor.
In the case of a ‘NYC’ outcome, assessor will brief the appeal process with
the candidate and tick the first box after the briefing. If candidate would like to
lodge an appeal against the assessment outcome, tick the second box.
Finally, obtain the candidate’s acknowledgement and signs off as well.
In the event the candidate refuses to sign off the Final Assessment Outcome,
assessor will indicate the candidate’s decision in the Feedback section and
inform the Management Office immediately.
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4. Assessment Record for Role Play (15 minutes)
This document is for recording the evidence presented by the candidate learner during the Role
Play conducted for “Product Advisory”.
Candidate’s NRIC
Name: Number:
Start End
Date: Time: Time:
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Abilities and Assessment Criteria Indicat Evidence of ‘C’
Knowledge eC/ and ‘NYC’ must
NYC be recorded
A3: Provide Candidate is able to present to the
customers with customer ALL the following information
product, promotion related to the recommended product
information and correctly:
after-sales service
At least 2 product features that may
K2: Organisation’s interest the customer
price lists of Related promotions currently ongoing
products Final price of the recommended product
(Knowledge) Product warranty (by manufacturer)
Candidate is able to
provide the price of the complementary
and peripheral products and/or services
correctly
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Abilities and Assessment Criteria Indicat Evidence of ‘C’
Knowledge eC/ and ‘NYC’ must
NYC be recorded
OR
B) IF THE CUSTOMER IS NOT READY
TO BUY:
The candidate is able to close the customer
experience on a positive note by doing
ANY 2 below:
Remarks
:
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5. Assessment Record for Oral Questioning (10 minutes)
This document is for recording the evidence presented by the candidate during the oral
questioning conducted for Product Advisory.
Candidate’s NRIC
Name: Number:
Date Start End
: Time: Time:
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Abilities and Assessment Criteria Indicat Evidence of ‘C’
Knowledge eC/ and ‘NYC’ must
NYC be recorded
the original LiveSmart purchase
receipt.
Items are collected from
manufacturer’s Head Office only.
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Abilities and Assessment Criteria Indicat Evidence of ‘C’
Knowledge eC/ and ‘NYC’ must
NYC be recorded
about the purchase
Invite the customer to keep
browsing in the store
Offer assistance with other
products in the store
Offer the customer a product
brochure or catalogue to take
home
OQ6. What should you do if the
customer decides TO BUY after the
product advice is given?
Remarks:
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6. Assessment Summary Record
Competency Product Advisory
Unit
Assessment
Method (Indicate C Assessor’s
Abilities and Knowledge Overall Result
or NYC)
(Indicate C or NYC) Signature
RP OQ
A1: Establish customers'
requirements using questioning
techniques and listening skills
K 1: Ways to establish
customers’ requirements on
products (Application)
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Feedback on Outcome by Assessor/ Feedback by candidate:
{Feedback on the overall performance or in the case of NYC - any area of skills gap and
improvement needed}
Name of Candidate
(As in NRIC): Name of Assessor:
Date: Date:
======================================================
Name of Candidate
(As in NRIC):
Candidate’s Signature:
Date:
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7. Appendices
7.1 Code of Practice for Assessors
The Code of Practice shown below is based on the international standards. (The National
Council for Measurement in Education [NCME]).
1. The differing needs and requirements of the person(s) being assessed, the local
enterprise(s) and/or industry are identified and handled with sensitivity.
2. Potential forms of conflict of interest in the assessment process and/or outcomes
are identified and appropriate referrals are made, if necessary.
3. All forms of harassment are avoided throughout the planning, conduct, reviewing
and reporting of the assessment outcomes.
4. The rights of the candidate(s) are protected during and after the assessment.
5. Personal and interpersonal factors that are not relevant to the assessment of
competency must not influence the assessment outcomes.
6. The candidate(s) is made aware of rights and processes of appeal.
7. Evidence that is gathered during the assessment is verified for validity, reliability,
authenticity, sufficiency and currency.
8. Assessment decisions are based on available evidence that can be produced and
verified by another assessor.
9. Assessments are conducted within the boundaries of the assessment system
policies and procedures.
10. Formal agreement is obtained from both the candidate(s) and the assessor that
the assessment was carried out in accordance with agreed procedures.
11. Assessment tools, systems, and procedures are consistent with equal opportunity
legislation.
12. The candidate(s) is informed of all assessment reporting processes prior to the
assessment.
13. The candidate(s) is informed of all known potential consequences of decisions
arising from an assessment, prior to the assessment.
14. Confidentiality is maintained regarding assessment results.
15. Results are only released with the written permission of the candidate(s).
16. The assessment results are used consistently with the purposes explained to the
candidate.
17. Self-assessments are periodically conducted to ensure current competencies
against the assessment and Workplace Training Competency Standards.
18. Professional development opportunities are identified and sought.
19. Opportunities for networking amongst assessors are created and maintained.
20. Opportunities are created for technical assistance in planning, conducting and
reviewing assessment procedures and outcomes.
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7.2 Appeal Process and Re-Assessment Matters
A) The Appeal Process
All candidate has a right to lodge an appeal of the assessment verdict. The appeal will be
administered by the assessment manager who will convene an assessment panel to
deliberate on the appeal.
B) Appeal Procedure
1. The candidate has the right to challenge the assessment decision made by the
assessor.
When giving feedback to the candidate about the assessment, the assessor
must ask the candidate if he/she agrees with the outcome.
2. If the candidate agrees with the outcome, the assessor and the candidate must sign
the Assessment Summary Record.
3. If the candidate does not agree with the outcome, the candidate should not sign the
Assessment Summary Record.
4. If he/she is still not satisfied with the decision, the candidate must notify the assessor
of the intention to appeal. The assessor will reflect the candidate’s intention in the
Feedback section of the Assessment Summary Record.
5. The assessor will notify the Assessment Manager (AM) (i.e. HR Manager (LiveSmart
Emporium) about the candidate’s intention to lodge an appeal.
6. The candidate must lodge the appeal in writing within 7 days giving reasons for the
appeal together with the stipulated appeal fee of S$32.10 (inclusive of 7% GST).
7. The assessment manager (AM) will collect information from the candidate and
assessor and give a decision.
8. The decision of appeal will be final and make known to the candidate within 4 weeks
from date of appeal submitted.
9. A record of the appeal and any subsequent actions and findings will be made.
C) Re-Assessment Procedure
1. For re-assessment, the candidate will need to make a request in writing to
Assessment Manager (AM) (i.e. HR Manager (LiveSmart Emporium). There will be
a non-refundable fee $32.10 ($30 plus 7% GST) administrative fee for each re-
assessment.
2.
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7.3 Role Play Scenario for Customer (played by the RP-assessor)
You are looking to buy a X Product either for a friend / family member or for
your own use.
You walk-in into LiveSmart Emporium and show interest in some of the
Products on display. You continue browsing and wait for the retail assistant to
approach.
He/she will try to find out more about what you are looking for.
Provide him/her some information so that he/she can select a X Product for your
consideration.
After retail associate has made a recommendation, you wait for him/her to tell
you more about the product, promotion information and after sales service.
You will just listen to the information given and not comment or correct the
information shared.
You are still doing your research on the X Product and not in any hurry to make
a purchase yet.
You may choose to buy the recommended X Product or not buy the X Product
Do not share the above information with the RP-learner (retail associate).
Instead, allow him/her time and space to ask you questions on your requirements
and provide product recommendation.
Note: You may adapt or improvise any part of the scenario given during the Role
Play so as long as it allows the RP-learner demonstrate how he/she carry out the
task of making a product recommendation.
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7.4 Role Play Scenario for RP-candidate (Played by the IAL-assessor)
The RP assessor will give this set of instructions to the RP-learner during the pre-
assessment briefing. If RP-candidate has limited English proficiency to read the
instructions, RP-assessor will read these instructions to the RP-candidate. DO NOT explain
more than what is necessary in this set of instructions.
You are the retail associate at LiveSmart Emporium. You handle all the sales for
the range of X Product products in the store. You are the only retail associate at
this time of the day.
A customer walks into the store and shows interest in the X Product. You promptly
approach the customer to find out if they are interested in looking for a X Product
and make the product recommendation.
Your aim is to find out what the customer’s requirements are, match them to the
range of X Products in the store and close the sale.
As you interact with the customer, you should show your ability to listen and ask
questions to find out more about customer’s requirements.
Based on what you found out from the customer, choose a product / some
products and explain how they meet the requirements given by the customer. You
should provide information related to the recommended product. Share
At least 2 product features that may interest the customer
Related promotions currently ongoing
Final price of the product
Product warranty (by manufacturer)
Check the customer’s readiness to buy and close the customer experience
accordingly.
As you are carrying out your job, you should always show that you following
LiveSmart Emporium’s policies and procedures on providing product advice.
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LiveSmart Emporium’s policies and procedures on providing product
advice.
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7.5 LiveSmart Product Recommendation Summary Sheet
1. Summary Features of 3 Best Selling Mid-Range Phones (Can be adapted)
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2. Current Promotional Activities
LiveSmart 5th Anniversary Sale Promotion. All items at 20% off. Promotion up to end of
the month.
Free Phone Cover for all brands. While stocks last.
Xanado
$500 $400
Serria $600 $480
If item cannot be repaired, it will replace the defective item with an item with an
equivalent specification at time of purchase.
This does not include repairs for physical damage such as scratches and
equipment breakage.
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7.6 Assessment Logistics Checklist
Competency Unit: Product Advisory
Person-in-
Assessment Tools Remarks
charge
Person-in-
Resources, Props and Equipment Remarks
charge
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Assessment Logistic Checklist (cont’d)
Items Check Points Check
Equipment Are the required equipment in the list - available, safe and
in working condition?
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7.7 Pre-Assessment Briefing Checklist
This checklist is to guide you to prepare yourself to brief the RP-candidate prior to the
assessment. This is just a guide and you can modify it to cater the needs of the RP-
candidate(s).
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