BSBMKG544 Assessment 2

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Australian Pacific College *

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544

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Marketing

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Feb 20, 2024

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68

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BSBMKG544 Assessment 2 V1 Page 1 of 68 Assessment method-based instructions and guidelines: Skills Test Assessment type Skills Test - Plan and monitor direct marketing activities Instructions provided to the student: Please refer to the Student Assessment Information Pack for full details on instructions and the pre- assessment checklist that you should check before attempting any assessment task. Assessment task description: This is the second (2) assessment task you must successfully complete to be deemed competent in this unit of competency. This assessment task is a Skills Test. This assessment task consists of three (3) practical demonstration activities. Activity 1: Establish direct marketing activities. Activity2: Implement direct marketing activities according to legislative requirements. Activity 3: Evaluate direct marketing activities. You will receive your feedback within one (1) week, and you will be notified by your trainer/assessor when your results are available. You must attempt all activities of the project for your trainer/assessor to assess your competence in this assessment task. Applicable conditions: This skill test is untimed and is conducted as an open book assessment (this means you are able to refer to your textbook or other learner materials during the test). You will be assessed independently on this assessment task. No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory. As you complete this assessment task, you are predominately demonstrating your skills, techniques and knowledge to your trainer/assessor. Your trainer/assessor may ask you relevant questions during this assessment task Resubmissions and reattempts: Where a student’s answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed. The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments. For more information, please refer to the Training Organisation’s Student Handbook.
BSBMKG544 Assessment 2 V1 Page 2 of 68 Location: This assessment task may be completed in: a classroom learning management system (i.e. Moodle), workplace, or an independent learning environment. Your Trainer/Assessor will provide you with further information regarding the location for completing this assessment task. Purpose of the assessment The purpose of this assessment task is to assess the student’s knowledge and skills essential to plan and monitor direct marketing activities in a range of contexts and industry settings. Skills to research, select and create budget for direct marketing activities Skills to plan timelines for implementation and continuation of direct marketing activities Skills to develop direct marketing activity proposal Skills to present proposal to relevant personnel according to organisational policies and procedures Skills to negotiate and draft contracts for direct marketing activities in consultation with relevant personnel Skills to recommend and record improvements to future marketing activities.. Task instructions This assessment task aims to assess the students’ knowledge and skills essential to plan and monitor direct marketing activities for specific services and products. The student will take on the role of the Marketing Manager. The trainer/assessor will take on the role of Operations Manager. The trainer/assessor will allocate the role of the following stakeholders to the staff members: o Digital marketing copywriter o Digital Marketing Executive o Team leader (Online Marketing) The trainer/assessor must ensure that the allocated stakeholders participate in required activities with the student. The trainer/assessor must provide the college e-mail addresses of the staff members to the student. Each student will be assessed individually for all assessment activities. The student will have the responsibility to manage the staff members. For activity, where the meeting is to be conducted: o If the meeting is a face-to-face meeting
BSBMKG544 Assessment 2 V1 Page 3 of 68 The trainer/assessor will supervise/observe the meeting as well The student must complete the meeting agenda, meeting minutes and associated templates o If the meeting is conducted online The student must use video conferencing tools such as zoom The student must record the meetings and send the recorded meetings to the trainer/assessor. The student must complete the meeting agenda, meeting minutes and associated templates The trainer/assessor will assess the meeting based upon the recorded meeting and the templates completed. The student must use the templates provided to document their responses. The student must follow the word limits specified in the templates. The trainer/assessor must assess the student using the performance checklist provided.
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BSBMKG544 Assessment 2 V1 Page 4 of 68 Assessment Task 2 - Skills Test Skills Test This assessment task requires you to plan and monitor direct marketing activities for specific services provided by Online Media Solutions. Direct marketing activity 1: Send out newsletters to potential clients Direct marketing activity 2: Use social media platforms for marketing our services This includes: Researching, selecting and creating a budget for direct marketing activities. Planning timelines for implementation and continuation of direct marketing activities. Developing direct marketing activity proposal. Presenting the proposal to Operations Manager according to organisational policies and procedures. Negotiating and drafting contracts for direct marketing activities in consultation with relevant personnel. Recommending and recording improvements to future marketing activities. To do so, you are required to complete the following activities: Activity 1: Establish direct marketing activities. Activity 2: Implement direct marketing activities according to legislative requirements. Activity 3: Evaluate direct marketing activities. Workplace/simulated workplace requirements This assessment task will be completed at your training organisation. The training organisation must meet the following requirements: Requirements: The simulated workplace environment consists of: Your training organisation as your workplace Standard operating/workplace procedures. Your trainer/assessor to provide you with assistance throughout the assessment activity. Workplace equipment and materials: Computers and internet
BSBMKG544 Assessment 2 V1 Page 5 of 68 Workstation Printer MS PowerPoint Legislation, regulations, standards and codes Australian Consumer Law (ACL) (https://www.accc.gov.au/accc-book/printer- friendly/29527) https://www.legislation.gov.au/Details/C2019C00242 Privacy Act ( https://www.legislation.gov.au/Details/C2021C00242 ) Spam Act ( https://www.legislation.gov.au/Details/C2016C00614 ) Legal obligations when marketing ( https://business.gov.au/marketing/business- marketing#legal-obligations-when-marketing ) The simulated workplace environment must meet the following criteria: Are there opportunities for students to: Yes/No/NA Follow standard operating/workplace procedures Use up-to-date software and equipment Work within stated timelines to meet deadlines Gain experience in the challenges and complexities of dealing with multiple tasks Experience prioritising competing tasks and dealing with contingencies Workplace environment to work with others in a team Safety processes relevant to the area of work Equipment, materials and business software packages specified in the simulated workplace requirements Workplace environment sufficient to work independently and manage workload
Business plan excerpt Company details: Company name: Online Media Solutions, Pty. Ltd Company address: 2/10 Lawn court, Craigieburn, 3064, VIC Mission Provide best-in-class design services Make a positive impact on our customer businesses Be respected and admired by peers Our vision To provide best-in-class web design and development services in a simple, effective, and cost- effective manner to the target audience. Objectives The objectives of Online Media Solutions are as follow: To exceed customer expectations. To provide cost-effective and quality services to our clients. Build and maintain long-term relationships with the clients. To increase operational efficiency. BSBMKG544 Assessment 2 V1 Page 6 of 68 Introduction “Online Media Solutions” is a marketing and web development business based in Melbourne, Australia. The business started in operations in 2015 and has seen exponential growth since its establishment. The business operates in the web service industry to offer superior and unique services to small businesses and institutions (B2B business model). Our experience and expertise in web sales and e- commerce give us the backing to provide solutions that are currently lacking in the market. There is an all-time high demand for web development and marketing for small businesses, with signs of rising further. Interestingly, few web developers have taken advantage of this opportunity, leaving the industry with no dominant participants. The projects’ high costs and the focus on more prominent companies and institutions could contribute to why this market remains untapped. We will have a system that will reduce the project costs dramatically, allowing us to offer quality services at reduced costs. Business plan
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BSBMKG544 Assessment 2 V1 Page 7 of 68 To venture into new markets based on the opportunities identified. Keys to Success We will offer quality web services to small businesses and institutions at affordable prices. To build and tailor our services to small businesses. Positioning as a viable solution alternate to more established brands Services We currently offer the following services to our clients: UI Design and Development WordPress Development Solutions Coding Solutions Application Development Ecommerce Development Creative Services Support Services For further information on services, refer to the link provided: https://onlinemediasolutions.com.au/services/ui-design-and-development-services/ Values Quality service to our clients Integrity & Accountability Reliability Quality Innovation Respect Strategic directions The strategic direction of Online Media Solutions is to achieve its mission and vision is through: Increasing operational efficiency
BSBMKG544 Assessment 2 V1 Page 8 of 68 Engaging with customers through quality research and understanding supported by marketing techniques. Establishing a reputation for exceptional customer service and end to end solutions Supporting people to perform via training and performance management Controlling costs through operational efficiency Organisational structure and expertise The foundation team has 30 team members. The business has three (3) departments: IT department Marketing department Sales department The finance and human resource work are outsourced. All three (3) departments are managed by Managers who are experienced and experts in commercial web development and business-to-business sales. Further, the team members have years of experience working for MNCs. All the departmental managers’ report to the Operations Manager. Business model “Online Media Solutions” is a full-service web solutions provider for businesses. The company offers services through the mode of its B2B engagements. B2B services:
BSBMKG544 Assessment 2 V1 Page 9 of 68 “Online Media Solutions” service portfolio includes Web Design, Graphics design, Website development, Domain and web hosting, 2d & 3d animation, Blog development, Search engine optimisation and E- commerce. The project cost will be estimated by the appropriate number of hours needed to complete the project. The sales team will aggressively track prospective clients and sell the services provided for businesses. Operational model and strategies B2B engagements Lead generation – Lead generation refers to creating and generating prospective consumer interest or inquiry into a business’s products or services. This will be done by building a database of prospective customers using social networks, business listings, internet search etc. Sales pitch – A sales pitch is a line of talk that attempts to persuade someone or something with a planned sales presentation strategy of a product or service designed to initiate and close a product and service sale. Sales professionals prepare and give a sales pitch using the following methods: Face to face meetings E-mailing marketing contacts from the leads Organisational code of ethics The Employee Values The employee Values and Signature Behaviours define who we are as an organisation. They are the touchstones by which we should measure our own – and others’ – behaviour. In a diverse service, how those values and behaviours are given life will look different depending on our particular professional and organisational context. However, those unifying Values and Signature Behaviours will still be recognisable. The Employee Values of Respect, Integrity, Collaboration, and Innovation are as follow. Respect Respect in the organisation means treating others with the sensitivity, courtesy and understanding we would wish for ourselves and recognising that everyone has something to offer. It means thinking, “would I be happy if this was happening to me” and rests on a foundation of fundamental decency in our dealings with colleagues and clients alike. Integrity Integrity in the organisation means being apolitical, honest, dependable, and accountable in our dealings with ministers, the Parliament, the public, and others. It means recognising achievement, not shirking uncomfortable conversations and implies consistency in our dealings with others. Collaboration
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BSBMKG544 Assessment 2 V1 Page 10 of 68 Collaboration in the organisation means actively sharing information and resources, working together towards shared goals and asking, “who else do I need to talk to to get this right”. It means actively seeking opportunities to break down unhealthy silos and rely on genuine engagement with colleagues in the organisation and the broader community. Innovation Innovation in the organisation means asking “but why”, actively seeking out new and better ways of doing what we do (as well as better things to do), and not settling for how it has always been. It means empowering colleagues at all levels to raise new ideas and necessitates sensible and thoughtful engagement with risk. While managers and senior staff have a heightened responsibility to model the values and signature behaviours, the obligation on all of us is to continually test our own behaviours against the descriptions set out in this code. It gives both permission to raise concerns and a language in which to have a conversation about improving our workplaces. These should be ongoing conversations and a focus of regular performance management and professional development discussions. All the values and signature behaviours are equally important, but at times we may need to give one value more prominence than another. That said, we should try to avoid giving one value so much importance that we cannot observe the others. Values In Practice (VIP) Standards Respect We take pride in our work. We value the contribution of others. We relate to clients in a fair, decent and professional manner. Integrity We do what we say we’ll do and respond appropriately when the unexpected occurs. We take responsibility and accountability for our decisions and actions. We engage genuinely with the community, managing resources entrusted to us honestly and responsibly. Collaboration We work openly and share information to reach shared goals. We take on board other views when solving problems and welcome feedback on how we can do things better. Innovation We look for ways to improve our services and skills continuously.
BSBMKG544 Assessment 2 V1 Page 11 of 68 We are open to change and new ideas from all sources.
BSBMKG544 Assessment 2 V1 Page 12 of 68 Marketing plan Marketing plan excerpt Executive Summary Opportunity There is an all-time high demand for web development and marketing for small businesses, with signs of rising further. Interestingly, few web developers have taken advantage of this opportunity, leaving the industry with no dominant participants. Problem The high costs of the projects and the focus on bigger companies and institutions could be the contributing factor as to why this market remains untapped. We have a system that will reduce project costs dramatically, giving us the opportunity to offer quality services at reduced costs. Solution We will target the small businesses, assess their needs and provide them with quality services at reduced costs. We have systems in place and global contacts that will help us beat competitor s prices. Marketing objectives and expected outcomes Online Media Solutions want to achieve the following objectives by implementing the direct marketing activities specified in the marketing program in the marketing plan: To increase brand awareness in the market by increasing the number of newsletter subscribers by 20. Generating 10% leads (Existing customers: 30). Increasing website traffic by 15%. Market analysis The company will focus on small businesses and institutions that are looking to develop or upgrade their web presence. Our approach will be step-by-step, starting with a simple, basic website and improving it to meet their changing needs. Our service will bring onboard any small business that needs an internet presence, but we will concentrate more on those that need more details about their operations online. Such companies will most likely go for all or some of the following services: A shopping cart or e-commerce.
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BSBMKG544 Assessment 2 V1 Page 13 of 68 Dynamic features and content. Aggressive marketing of products online. Target market segment strategy We will focus our marketing efforts on attracting institutions and small businesses. We reached this decision after careful market analysis and identifying the needs of this market segment. The high demand for web services by this market is an opportunity that will not necessitate expensive marketing to attract. Most businesses are migrating to the internet at a faster rate. Small businesses have also made online presence a top priority that creates a high demand for our services. Market Trends The most notable trend in the industry currently is the mass migration online. Small businesses are either waiting to migrate or are looking to upgrade their already existing sites to suit the rapidly changing industry. Major businesses and companies are also taking their daily operations to the internet. Office tasks and general business operations have moved to the web, and we expect more to develop out of this. Market Growth Our target market has expanded and grown at a rapid rate to cope up with the changing technologies. We have put together some evidence to support this exponential growth: Small businesses of one to 150 employees were spending around $10 billion in 2015 to either gain Internet presence or upgrade their efforts. In 2018, the number was up by $5 billion. Service Business Analysis Companies in the web development and service industry vary with the size and nature of services. Online Media Solutions will provide a unique alternative that the existing providers do not have. The bigger web development firms ignore our target market, making it unique. We will start with this market before moving to attract larger businesses with our unique services. Competition There are a number of online marketing and web development agencies based in Melbourne, but there is no dominant business. All the businesses are small-to-medium scaled businesses generating good revenues. Business Participants Three types of firms make up the web services industry: Large companies: They generate high revenue and serve top companies. There are a few dominating participants in this category worldwide. Then there are firms that offer proprietary, all-in-one prefabricated web services to any company at low costs. There are a few dominating companies in this category that have other sources of revenue and only offer web services as part of their customer relations.
BSBMKG544 Assessment 2 V1 Page 14 of 68 Small firms: This is where Online Media Solutions belongs. The companies in this category are young and small and usually target small-sized businesses. Market Segmentation The nature of our services and our location enables us to serve small businesses and institutions no matter their location. We plan to expand to other cities but will in the meantime use our communication technologies to get in touch with customers in other parts of the country. We, however, expect a greater percentage of our market to come from Melbourne and Sydney. Strategy and Implementation Summary The company will market itself as web services and internet providers devoted to giving the small businesses a taste of what the top companies get. We will also target the small institutions and other companies that are keen on giving their services a web presence. Competitive Advantage The fact that our services target small businesses gives us an edge over our competitors. By setting up strategic alliances with some of the web and Internet-related companies, we will offer our customers efficient and affordable web services that will meet their demands. Marketing Strategy We will approach and follow up with all the prospective clients with a clear and thorough marketing strategy. We will give them all the details about the web and internet so that they do not get confused and intimidated along the way. Marketing Programs We will use direct marketing to market our services. These include: We will send out newsletters to potential clients We will use social media platforms for marketing our services Budget and timelines for implementation of marketing program/activities: Budget for implementation of the direct marketing activities: $10,000. Timelines for implementation of direct marketing activities: o Newsletters to be sent to potential clients in the next 15 days. o Market services of the organisation on social media platforms for an ongoing basis. Pricing Strategy Online Media Solutions will establish a pricing system to guide our clients on the nature of the services and the corresponding prices. Since we will be dealing with a market segment that tries to reduce
Purpose The purpose of this policy and procedure is to manage all of the organisation’s publically accessible print and online publications, including marketing, advertising, branding and recruitment activities. All marketing and communication activities must: align with the organisation’s strategic priorities; be factually accurate and ethical; enhance the Institute’s reputation; and BSBMKG544 Assessment 2 V1 Page 15 of 68 costs, we will charge our services on an hourly basis. It will make the clients understand the services that will most likely cost them more. Promotional strategy Since our target market is distinguishable, we will use a direct approach in marketing our services. We will use yellow pages directories to place our adverts. Online Media Solutions will also put feature adverts in business publications with a wide audience. We will also send out direct e-mails targeting our potential clients with the company’s offerings. The company’s co-owners are experts in their various fields and often get invitations to speak in seminars. They will use these opportunities to market Online Media Solutions as the choice for businesses that are looking for visibility online. Sales Strategy We will sell service, value and quality to our prospective clients. We will need to convince them that having an online presence is a worthy course for their businesses. We have a database that has proven useful in getting new business contacts and establishing relationships. Our customer care team will use the list to call the owners, call them by their first names, and have an informal conversation. The caller then convinces the business owner of the importance of having a website or online presence. Strategic Alliances We have established four strategic partnerships with two Internet service providing companies and another two with computer consultancy firms. We intend to use the alliances to attract more businesses and referrals from our competitors. Why Us? We will offer services at a cost that will be very hard to beat. We have an association with many professional and experienced international contractors that provide us with the benefit of providing quality services at a reduced cost. Marketing policy and procedures
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BSBMKG544 Assessment 2 V1 Page 16 of 68 be compliant with the applicable legislative/regulatory requirements. Scope This policy and procedure apply to the entire organisation marketing and marketing activities, including: Advertising; Website; Promotional material, publications and graphic design; Sending out newsletters to potential clients Using social media platforms for marketing our services Social media Online Media Solutions encourages and supports the use of social media for engagement opportunities with clients and the promotion of its services. The purpose of using these communication channels is to support the organisation’s mission and promote products and services of interest to the target customers. Additionally, social media can add value by communicating relevant and engaging content that strengthens the organisation’s brand. Online Media Solutions encourages staff and student representatives to use social media with the due exercise of discretion, thoughtfulness and respect for the organisation and the social media community, and in accordance with the code of conduct and privacy policy. Confidential or proprietary information should never be shared publicly on social media channels. General Guidelines Be inclusive, responsive, respectful and friendly; Look for collaboration or cross-promotion opportunities within the organisation; Encourage communication with the audience – don’t just broadcast. Communications and Marketing will maintain a register of all social media accounts. Your department You are working as Marketing Manager in Online Media Solutions. Your team have the following members: Digital marketing copywriter Digital Marketing Executive Team leader (Online Marketing) The roles and responsibilities of self and team members are as follow:
BSBMKG544 Assessment 2 V1 Page 17 of 68 Roles and responsibilities Team leader (Online Marketing) Develop, implement, and manage marketing campaigns that promote the products and services of a company. Enhance brand awareness in the digital space. Drive website traffic and acquire leads. Measure site traffic, identify and evaluate new digital technologies and optimise marketing campaigns, e-mail marketing, social media, and display & search advertising using web analytics tools. Digital Marketing Executive Develop and manage digital marketing campaigns Manage the organisation’s website Optimise content for the website and social networking channels such as Facebook, Twitter, Instagram, Google Plus, etc Track the website traffic flow and provide internal reports regularly Fix any error in online content and arrange webinars and webcasts Attend networking events and product launches. Identify new digital marketing trends and ensure that the brand is in front of industry developments. Work on SEO of the website pages. Edit and post content, videos, podcasts, and audio content on online sites Promote the company’s products and services in the digital space. Execute social media efforts to improve KPIs, likes, shares, tweets, etc. Digital marketing copywriter Here are the job digital marketing roles and responsibilities of a digital copywriter: Tailor the content and style of writing assignments according to their purpose, like sell or inform. Understand the target audience because content writing is not for clients. It’s for the readers. So, a copywriter should understand the interests of the target audience. Work with a different team to ensure quality results and quality visual elements complement the words. Identifying interesting and fresh angles every time for an article
BSBMKG544 Assessment 2 V1 Page 18 of 68 Write for blogs, web pages, social media, eBooks, slogans, and video scripts. Assist with the business pitches to win new clients and projects. Provide digital content such as video, infographics, and images, etc. Your roles and responsibilities You are working as Marketing Manager in Online Media Solutions. As part of your job role to plan and monitor direct marketing activities for specific services and products, you have the following responsibilities: Determine your marketing objectives and goals. Investigate and select direct marketing activities based on marketing objectives. Make a budget and a timetable for specified direct marketing efforts. Create a proposal for direct marketing initiatives. Present a proposal for direct marketing initiatives to the appropriate personnel. Create KPIs for assessing direct marketing activity. Begin negotiations with key stakeholders and carry out selected direct marketing initiatives. Assist in the creation of contracts for direct marketing operations based on the outcomes of negotiations. Assemble resources to carry out direct marketing activities in accordance with the proposal for direct marketing activities, the results of the negotiations, and the statutory requirements. Inform employees about the necessary input for direct marketing initiatives. Using indicators, calculate the efficacy of direct marketing initiatives. Recommend changes to direct marketing operations based on the evaluation results. Keep track of potential improvements for future marketing possibilities.
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BSBMKG544 Assessment 2 V1 Page 19 of 68 Skill test This assessment task requires you to plan and monitor direct marketing activities for any two (2) of the following services of Online Media Solutions. UI Design and Development WordPress Development Solutions Coding Solutions Application Development Ecommerce Development Creative Services Support Services For further information on services, refer to the link provided: https://onlinemediasolutions.com.au/services/ui-design-and-development-services/ Direct marketing activities: Direct marketing activity 1: Send out newsletters to potential clients Direct marketing activity 2: Use social media platforms for marketing our services This includes: Researching, selecting and creating a budget for direct marketing activities. Planning timelines for implementation and continuation of direct marketing activities. Developing direct marketing activity proposal. Presenting the proposal to Operations Manager according to organisational policies and procedures. Negotiating and drafting contracts for direct marketing activities in consultation with relevant personnel. Recommending and recording improvements to future marketing activities. To do so, you are required to complete the following activities: Activity 1: Establish direct marketing activities. Activity 2: Implement direct marketing activities according to legislative requirements. Activity 3: Evaluate direct marketing activities.
BSBMKG544 Assessment 2 V1 Page 20 of 68 Instructions for trainer/assessor: The trainer/assessor will take on the role of Operations Manager. The trainer/assessor will assign a supervisor to each student. The trainer/assessor will allocate the role of the following stakeholders to the staff members: o Digital marketing copywriter o Digital Marketing Executive o Team leader (Online Marketing) The trainer/assessor must ensure that the allocated stakeholders participate in required activities with the student. The trainer/assessor must provide the college e-mail addresses of the staff members to the student. Each student will be assessed individually for all assessment activities. Timeframe to complete the project: Two weeks (You have two weeks to complete the project): Changes to be made by the training organisation) Task requirements You will be assessed on your technical knowledge and skills to complete this project. You will be assessed on working in a team environment and meeting your job role and responsibilities. You must follow the instructions provided by the trainer/assessor. The task must be completed in the specified timeframe. Your trainer/assessor will supervise and observe you completing the above activities.
BSBMKG544 Assessment 2 V1 Page 21 of 68 Activity 1: Establish direct marketing activities. This activity requires you to the following establish direct marketing activities: Direct marketing activity 1: Send out newsletters to potential clients Direct marketing activity 2: Use social media platforms for marketing our services To do so, you are required to: Follow the steps given below. Complete the templates associated with each step. Submit the completed templates to the trainer/assessor. Step 1: Determine your marketing objectives and goals. Analyse the information given in the organisation’s marketing plan and relevant policies and procedures. Determine and document marketing objectives and goals using Template 1. Step 2: Investigate and select direct marketing activities based on marketing objectives. Analyse the information given in the case study and assess the marketing objectives and goals established in Step 1. Research and select two (2) direct marketing activities according to marketing objectives established in Step 1. Determine and document the reason for selecting direct marketing activities and how they align with the marketing objectives. Document the following using Template 2. o Two (2) direct marketing activities o Reason for selecting direct marketing activities o How do the selected marketing activities align with the marketing objectives? Step 3: Develop a budget and timeline for the direct marketing activities identified in Step 2. Analyse the budget given in the case study. Create a budget for direct marketing objectives and document using Template 3. The budget for the direct marketing activities must meet the budget constraints specified in the case study. Determine steps to be implemented for each direct marketing activity and document using Template 3. Create timelines for the implementation of each step in direct marketing activity and document using Template 3.
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Roles and responsibilities (Marketing Manager/Student) Conduct the meeting based on the ‘Script’ provided. Use listening and questioning to confirm and clarify understanding. Roles and responsibilities (Stakeholders) Participate in open and honest discussions. Participate in the meeting using following the script provided. BSBMKG544 Assessment 2 V1 Page 22 of 68 Further, document the following using Template 3. o Budget for direct marketing objectives. o Steps to be implemented for each direct marketing activity. o Timelines for the implementation of each step in direct marketing activity. Step 4: Develop a direct marketing activities proposal. Analyse the outcomes of Step 1 to Step 3. Develop a direct marketing activities proposal using Template 4. Include the following information: o Objectives and purpose of marketing strategy o Direct marketing activities o Detailed budget o Timelines o Implementation plan o Performance indicators for evaluating direct marketing activities Step 5: Present a proposal for direct marketing initiatives to the Operations Manager according to organisational policies and procedures. Arrange a meeting with the following stakeholders to present a proposal for direct marketing initiatives. The trainer/assessor will take on the role of the Operations Manager. The trainer/assessor must observe the student conducting the meeting. The trainer assessor must further brief the student and the staff members of their roles and responsibilities and script to be followed before the meeting. The roles and responsibilities are as below:
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BSBMKG544 Assessment 2 V1 Page 23 of 68 To conduct the meeting, you must follow the meeting process and the meeting script provided below. Meeting process: Before the meeting 1. Create a meeting agenda. Confirm the meeting time and place with the trainer/assessor. Use the meeting agenda template provided to prepare the meeting agenda. 2. Print out the proposal for direct marketing initiatives. 3. E-mail the meeting participants’ presentation and meeting agenda and request confirmation for the meeting. During the meeting 1. Welcome the participants 2. Hand out the printouts of the proposal for direct marketing initiatives to the Operations Manager. 3. Conduct the meeting based on the ‘Meeting script’ provided. 4. Clarify the understanding of the participants. After the meeting 1. Summarise the agreed outcomes using the meeting minutes template provided. 2. Revise the proposal for direct marketing initiatives and submit it to the trainer/assessor. Meeting script: Script: Meeting (Marketing Manager/Student) The Marketing Manager will discuss the following with the Operations Manager: Objectives and purpose of marketing strategy Direct marketing activities Detailed budget Timelines
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BSBMKG544 Assessment 2 V1 Page 24 of 68 Implementation plan Performance indicators for evaluating direct marketing activities. The Marketing Manager/Student will further: Clarify the understanding of the internal stakeholders. Answer the questions asked by the stakeholders. Negotiate the outcomes of the proposal for direct marketing initiatives. Gather feedback on the marketing activities and make revisions based on the feedback received. Script for Operations Manager: Note: The Operations Manager will discuss the following with the Marketing Manager: 1. Does the marketing activities align with the marketing objectives? 2. How do the KPIs established evaluate the direct marketing activities? 3. What is the basis for the development of a marketing strategy? 4. How will the organisation track the implementation of the direct marketing activities?
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1. Meeting Objective BSBMKG544 Assessment 2 V1 Page 25 of 68 MEETING AGENDA TEMPLATE: Meeting/Project Name: Date of Meeting: (MM/DD/YYYY) Time: Meeting Facilitator: Location: 2. Attendees Name Department/Division E-mail Phone 3. Meeting Agenda Topic Owner Time 4. Pre-work/Preparation (documents/handouts to bring, reading material, etc.) Description Prepared by
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BSBMKG544 Assessment 2 V1 Page 26 of 68 MEETING MINUTES Meeting Minutes: Date of Meeting: (MM/DD/YYYY) Time: Minutes Prepared By: Location: 1. Meeting Objective 2. Attendance at Meeting Name Department/Division E-mail Phone 3. Agenda and Notes, Decisions, Issues Topic Owner Time
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BSBMKG544 Assessment 2 V1 Page 27 of 68 Meeting Minutes: Date of Meeting: (MM/DD/YYYY) Time: Minutes Prepared By: Location: 4. Action Items Action Owner Due Date 5. Next Meeting (if applicable) Date: (MM/DD/YYYY) Time: Location: Objective:
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BSBMKG544 Assessment 2 V1 Page 28 of 68 Template 1: Marketing objectives and goals Marketing objectives and goals (100-200 words )
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BSBMKG544 Assessment 2 V1 Page 29 of 68 Template 2: Direct marketing activities Direct marketing activities (200-300 words ) Two (2) direct marketing activities Reason for selecting direct marketing activities How do the selected marketing activities align with the marketing objectives?
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BSBMKG544 Assessment 2 V1 Page 30 of 68 Template 3: Budget and timeline budget and timeline (200-300 words ) Budget for direct marketing objectives. Steps to be implemented for each direct marketing activity.
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BSBMKG544 Assessment 2 V1 Page 31 of 68 timelines for the implementation of each step in direct marketing activity
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BSBMKG544 Assessment 2 V1 Page 32 of 68
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Direct marketing activities proposal. (200-300 words ) BSBMKG544 Assessment 2 V1 Page 33 of 68 Template 4: Direct marketing activities proposal.
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BSBMKG544 Assessment 2 V1 Page 34 of 68 Objectives and purpose of marketing strategy Direct marketing activities
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BSBMKG544 Assessment 2 V1 Page 35 of 68 Detailed budget Timelines
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BSBMKG544 Assessment 2 V1 Page 36 of 68 Implementation plan Performance indicators for evaluating direct marketing activities
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BSBMKG544 Assessment 2 V1 Page 37 of 68
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BSBMKG544 Assessment 2 V1 Page 38 of 68 Activity 2: Implement direct marketing activities according to legislative requirements. Activity context: The management has approved the proposal for the direct marketing activities. Management wants to draft contracts with the following subcontractors/freelancers for implementing the direct marketing activities: Digital marketing copywriter Digital Marketing Executive Team leader (Online Marketing) Description of the activity: This activity is a continuation of Activity 1. This activity requires you to implement the following direct marketing activities according to legislative requirements. Direct marketing activity 1: Send out newsletters to potential clients Direct marketing activity 2: Use social media platforms for marketing our services To do so, you are required to: Follow the steps given below. Complete the templates associated with each step. Submit the completed templates to the trainer/assessor. Step 1: Initiate negotiations with the following team members and draft contracts for direct marketing activities according to negotiation outcomes. Digital marketing copywriter Digital Marketing Executive Team leader (Online Marketing) For negotiating with each team member, you are required to: Determine the following for the contract with each team member. o Parties and duration o Scope of work o Payment
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BSBMKG544 Assessment 2 V1 Page 39 of 68 o Dispute resolution clause o Intellectual property clause o Conditions for termination of the contract. Conduct a meeting with each team member and negotiate on the following: o Scope of work o Payment o Dispute resolution clause o Intellectual property clause o Conditions for termination of the contract. Draft contracts to proceed with the selected direct marketing activities using Template 5 provided. Step 2: Allocate the responsibilities and functions for implementing direct marketing activities to the following marketing personnel/team members and document using Template 6. Digital marketing copywriter Digital Marketing Executive Team leader (Online Marketing) Step 3: Communicate and brief the team members on the responsibilities and input to implement the direct marketing activities. Clarify, explain and present information relating to the direct marketing activities. Discuss the following with the team members: o Direct marketing activities to be implemented. o Steps to be implemented for each marketing activity. o Roles and responsibilities of each team member. o Timeframe for the implementation of each direct marketing activity. Elicit the views and opinions of team members and confirm understanding of roles and responsibilities. Further, e-mail the roles and responsibilities to the team members. Follow the guidelines provided when writing the e-mail. E-mail must include an appropriate subject line.
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BSBMKG544 Assessment 2 V1 Page 40 of 68 The body of the e-mail must provide a summary of roles and responsibilities. E-mail must be grammatically correct and free of errors. E-mail must include roles and responsibilities (Template 6) as an attachment. Step 4: Proceed with selected direct marketing activities following the implementation plan prepared as part of the direct marketing activities proposal in Activity 1. Prepare the following in accordance with the implementation plan prepared as part of the direct marketing activities proposal in Activity 1. Assemble resources to implement direct marketing activities according to direct marketing activities proposal, negotiation outcomes and legislative requirements and document the resources using Template 7. Prepare a newsletter for potential clients. Follow the guidelines provided to prepare the newsletter. Guidelines for preparing newsletter: o The newsletter must market two (2) services. o Use free software such as canvas to prepare the newsletter. o Use a strong subject line o Use compelling wording and include links and bold key phrases. o Include hyperlinks o Keep it as brief as possible. o Break up heavy text with bullets and lists. o Include photographs to keep things engaging. o E-mail the newsletter prepared to the Supervisor assigned and trainer/assessor. Use the following social media platforms for promoting/marketing the two (2) services of the organisation. o LinkedIn o Instagram Guidelines for promoting/marketing the services of the organisation: o Create a profile on LinkedIn and Instagram. o Share the newsletter prepared on LinkedIn and Instagram. o Take a screenshot of the LinkedIn and Instagram posts. o E-mail the web link and screenshots of the LinkedIn and Instagram posts to the trainer/assessor.
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BSBMKG544 Assessment 2 V1 Page 41 of 68 Evidence to be submitted: Completed Template 7. Newsletter prepared. Weblink and screenshots of the LinkedIn and Instagram posts.
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Contracts (200 – 300 )words BSBMKG544 Assessment 2 V1 Page 42 of 68 Template 5: Contracts
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BSBMKG544 Assessment 2 V1 Page 43 of 68 Parties and duration Scope of work
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BSBMKG544 Assessment 2 V1 Page 44 of 68 Payment Dispute resolution clause
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BSBMKG544 Assessment 2 V1 Page 45 of 68 Intellectual property clause Conditions for termination of the contract.
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Contracts (200 – 300 )words BSBMKG544 Assessment 2 V1 Page 46 of 68 Template 5: Contracts
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BSBMKG544 Assessment 2 V1 Page 47 of 68 Parties and duration Scope of work
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BSBMKG544 Assessment 2 V1 Page 48 of 68 Payment Dispute resolution clause
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BSBMKG544 Assessment 2 V1 Page 49 of 68 Intellectual property clause Conditions for termination of the contract.
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Contracts (200 – 300 )words BSBMKG544 Assessment 2 V1 Page 50 of 68 Template 5: Contracts
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BSBMKG544 Assessment 2 V1 Page 51 of 68 Parties and duration Scope of work
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BSBMKG544 Assessment 2 V1 Page 52 of 68 Payment Dispute resolution clause
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BSBMKG544 Assessment 2 V1 Page 53 of 68 Intellectual property clause Conditions for termination of the contract.
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Allocate the responsibilities and functions (200 – 300 )words BSBMKG544 Assessment 2 V1 Page 54 of 68 Template 6: Allocate the responsibilities and functions
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BSBMKG544 Assessment 2 V1 Page 55 of 68 Digital marketing copywriter Digital Marketing Executive Team leader (Online Marketing)
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BSBMKG544 Assessment 2 V1 Page 56 of 68
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Resources to implement direct marketing activities (200 – 300 )words BSBMKG544 Assessment 2 V1 Page 57 of 68 Template 7: Resources to implement direct marketing activities
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BSBMKG544 Assessment 2 V1 Page 58 of 68
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BSBMKG544 Assessment 2 V1 Page 59 of 68 Activity 3: Evaluate direct marketing activities. This activity is a continuation of Activity 2. This activity requires you to measure and record the effectiveness to direct marketing activities, analyse results and prepare a report on marketing activities. To do so, you are required to: Follow the steps given below. Complete the templates associated with each step. Submit the completed templates to the trainer/assessor. Step 1: Measure and record outcomes of direct marketing activities implemented in Activity 2 using Template 8. Record the following information using Template 8: o The number of newsletter subscribers. o Likes, comments and shares on social media. Step 2: Calculate the effectiveness of direct marketing activities using indicators documented in the proposal for the direct marketing activities. Calculate the effectiveness of direct marketing activities using indicators. Review results of the effectiveness of direct marketing activities against the marketing objectives and expected outcomes. Recommend two (2) modifications to direct marketing activities according to the evaluation performed. Document the following using Template 9. o Effectiveness of direct marketing activities using indicators. o Outcomes of evaluation. o Two (2) modifications to direct marketing activities according to the evaluation performed. Step 3: Prepare a report of direct marketing activities based on the outcomes of Step 1 and Step 2 and share it with the Operations Manager. Follow the guidelines provided to prepare and share the report: Report of marketing activities must be prepared using Template 10. Word-limit to prepare the report of marketing activities is 300-400 words.
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BSBMKG544 Assessment 2 V1 Page 60 of 68 o A brief summary of the evaluation. o Improvement opportunities for future marketing opportunities o Strategies to address each improvement opportunity. Following the guidelines provided to share the report of marketing activities to the Supervisor: Report of direct marketing activities must be shared via e-mail. E-mail must include an appropriate subject line. The body of the e-mail must provide a summary of the report. E-mail must be grammatically correct and free of errors. E-mail must include the report of marketing activities (Template 10) as an attachment.
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Measure and record outcomes of marketing activities (200 – 300 )words BSBMKG544 Assessment 2 V1 Page 61 of 68 Template 8: Measure and record outcomes of marketing activities
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BSBMKG544 Assessment 2 V1 Page 62 of 68 The number of newsletter subscribers. Likes, comments and shares on social media.
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Calculate the effectiveness of direct marketing activities (200 – 300 )words BSBMKG544 Assessment 2 V1 Page 63 of 68 Template 9: Calculate the effectiveness of direct marketing activities
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BSBMKG544 Assessment 2 V1 Page 64 of 68 Effectiveness of direct marketing activities using indicators. Outcomes of evaluation.
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BSBMKG544 Assessment 2 V1 Page 65 of 68 Two (2) modifications to direct marketing activities according to the evaluation performed.
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Prepare a report of direct marketing activities (300 – 400 )words BSBMKG544 Assessment 2 V1 Page 66 of 68 Template 10: Prepare a report of direct marketing activities
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BSBMKG544 Assessment 2 V1 Page 67 of 68 A brief summary of the evaluation. The success of the marketing activities
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BSBMKG544 Assessment 2 V1 Page 68 of 68 Recommendations for improvement and strategies to address them
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