Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

Transcription

1 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) Candidate Logbook Certificate 500/2937/X Diploma 500/2865/0 July 2011 Version 1.6

2 About City & Guilds City & Guilds is the UK s leading provider of vocational qualifications, offering over 500 awards across a wide range of industries, and progressing from entry level to the highest levels of professional achievement. With over 8500 centres in 100 countries, City & Guilds is recognised by employers worldwide for providing qualifications that offer proof of the skills they need to get the job done. City & Guilds Group The City & Guilds Group includes ILM (the Institute of Leadership & Management) providing management qualifications, learning materials and membership services and NPTC which offers land-based qualifications and membership services. City & Guilds also manages the Engineering Council Examinations on behalf of the Engineering Council. Equal opportunities City & Guilds fully supports the principle of equal opportunities and we are committed to satisfying this principle in all our activities and published material. A copy of our equal opportunities policy statement Access to assessment and qualifications is available on the City & Guilds website. Copyright The content of this document is, unless otherwise indicated, The City and Guilds of London Institute 2011 and may not be copied, reproduced or distributed without prior written consent. However, approved City & Guilds centres and learners studying for City & Guilds qualifications may photocopy this document free of charge and/or include a locked PDF version of it on centre intranets on the following conditions: centre staff may copy the material only for the purpose of teaching learners working towards a City & Guilds qualification, or for internal administration purposes learners may copy the material only for their own use when working towards a City & Guilds qualification the Standard Copying Conditions on the City & Guilds website. Please note: National Occupational Standards are not The City and Guilds of London Institute. Please check the conditions upon which they may be copied with the relevant Sector Skills Council. Publications City & Guilds publications are available on the City & Guilds website or from our Publications Sales department at the address below or by telephoning +44 (0) or faxing +44 (0) Every effort has been made to ensure that the information contained in this publication is true and correct at the time of going to press. However, City & Guilds products and services are subject to continuous development and improvement and the right is reserved to change products and services from time to time. City & Guilds cannot accept liability for loss or damage arising from the use of information in this publication. City & Guilds 1 Giltspur Street London EC1A 9DD T +44 (0) F +44 (0) enquiry@cityandguilds.com

3 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) Candidate logbook Name City & Guilds enrolment number Date Centre name.. Keep a record of relevant contact details in the space provided below: Your Assessor(s) Your Internal Verifier Your Centre Contact Further information City & Guilds Customer Relations Unit General information about City & Guilds is available on our website or from our Customer Relations team at the address below or by phoning or ing enquiry@cityandguilds.com. City & Guilds 1 Giltspur Street London, EC1A 9DD T +44 (0) Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 1

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5 Contents 1 Information for candidates 5 2 Candidate recording forms 9 3 Candidate résumé 10 4 Skill scan/initial assessment 11 5 Expert/Witness Status list 13 6 Individual action plan 14 7 The format of the logbooks 15 8 Summary of achievement 16 Unit 225 Follow guidelines for planning and preparing visual merchandising displays (C.18) 19 Unit 226 Follow guidelines for dressing visual merchandising displays (C.19) 25 Unit 227 Order graphic materials for visual merchandising displays (C.20) 31 Unit 228 Dismantle and store visual merchandising displays (C.21) 35 Unit 229 Make props for visual merchandising displays (C.22) 41 Unit 230 Put visual merchandising displays together (C.23) 47 Unit 301 Work effectively in your retail organisation (E.8) 51 Unit 306 Organise the receipt and storage of goods in a retail environment (B.14) 57 Unit 312 Help to manage a retail team (E.9) 63 Unit 322 Choose merchandise to feature in visual merchandising displays (C.24) 69 Unit 323 Plan, monitor and control how graphics are used in visual merchandising displays (C.25) 75 Unit 324 Monitor the effect of visual merchandising displays and layouts (C.26) 81 Unit 325 Unit 326 Unit 327 Allocate, monitor and control visual merchandising project resources against budgets (C.27) 87 Contribute to developing and putting into practice the company s visual merchandising policy (C.28) 93 Create plans, elevations and drawings to realise visual merchandising ideas (C.29) 99 *The logbook for Unit 328, which was added to the 7536 Level 3 Certificate/Diploma in Retail Skills Visual Merchandising in October 2009, can be found in the Incremental Change Logbook Units and ROC document. Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 3

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7 1 Information for candidates Who are the qualifications for? If you are in work, you have already developed the necessary skills and knowledge through your work experience. An Award/Certificate/Diploma will give you proof of this experience. If you are training with an employer, a training organisation or a college, you will need to develop and practise your skills and gain all the relevant knowledge needed for the job. Your Award/Certificate/Diploma will be awarded once you can show that you can work consistently to the national standards. What are the different levels of the qualification? There are different levels of qualification that depend on the job role you may be undertaking Level What you have to show to achieve the qualification 1 At Level 1 you would need to show that you have the basic knowledge and skills to carry out every day activities in the workplace. 2 At this level you will need to show that you have good knowledge and understanding of an area of work and the skills to carry out a variety of tasks with some guidance or supervision. 3 At Level 3 you will need to show that you can apply a range of knowledge, skills and understanding to your work and work independently. You may supervise and/or train others. 4 At this level you will need to be working in a specialist job which involves analysing a high level of information and knowledge. You will be working in a technical or professional job and/or managing and developing others. Who will be involved in your Award/Certificate/Diploma? Assessment for your Award/Certificate/Diploma is carried out at your centre. Your centre may be your place of work, a college, training agency or a combination of these. The people involved in the assessment process are listed below. The assessor (This may be your manager or supervisor at work) will help you plan and organise your workload and evidence will observe you carrying out your job over a period of time will ask you questions about the work you do will judge when you are competent and meet the national standards Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 5

8 The internal verifier is employed by your centre to maintain the quality of assessment within the centre The external verifier is employed by City & Guilds to ensure that your centre meets the required national standard Witnesses witnesses do not determine your overall competence but may provide evidence of your work for your assessor to judge. Which Award/Certificate/Diploma should you choose? You should choose an Award/Certificate/Diploma that best matches the kind of work you already carry out. You don t always have to start at level 1 and the N/SVQ should reflect the job role that you currently do or intend to do. How is an Award/Certificate/Diploma made up? Each Award/Certificate/Diploma is made up of a number of units. Each unit covers a different work activity so you can build up to the full qualification unit by unit. You may be required to undertake a combination of mandatory and optional units. Some units are split into smaller parts (outcomes). Mandatory Units You will have to achieve all of these to get your Award/Certificate/Diploma. You may also have to achieve some optional units. Optional Units You may be able to choose from a number of optional units. You will be helped to choose the best optional units to match your job or interests. The assessment process Once you have chosen your units you will make and agree an assessment plan with your assessor. This will show the units the plan covers when you will be assessed where the assessment will take place what you will be doing what evidence you will produce The plan should also indicate the methods of assessment to be used to collect your evidence. For example; Observation Work product Projects and assignments Questioning Candidate peer reports Witness testimonies Your assessor will find tasks which you do and agree the best method of assessment from the above list some tasks will produce evidence for more than one unit. If you don t meet the standards the first time you are assessed, you can take time to improve your skills and be assessed again when you are ready. 6 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

9 You and the assessor will agree what you need to do for each unit and will record this in your assessment and review plan. A blank form is provided for your assessor to complete with you; this is included within the Standards and assessment requirements (SP ) document. Using your Candidate logbook This logbook contains all the Unit records for recording your evidence. There is one record for each Award/Certificate/Diploma unit. Each Unit record contains the details of the standards you need to achieve for the work activities. Space is provided for you to record what you have done and for your assessor to tick off those areas where you have met the National Standard. There are also questions for you to answer to show that you have all the essential knowledge. In some instances, your assessor may ask you other questions to check your understanding of a specific area. Your assessor will explain how to fill out the Unit records and what is sufficient evidence. They will help if you have any difficulties. A list of other recording forms that you will need to complete are included on page 9. Completing your qualification The unit records are very important. If you move jobs or colleges before you finish your Award/Certificate/Diploma, you should take your records with you so that you can continue your qualification. Make sure that your City & Guilds Candidate Enrolment Number is written on the front page of this document. If you have already achieved some units towards your N/SVQ before you leave, ask your employer or college to apply to City & Guilds for a certificate that lists the units you have successfully gained. Health and Safety All Award/Certificate/Diploma centres have to make sure that they provide a safe and healthy environment for training, including induction and assessment. City & Guilds checks this when they visit assessment centres. As your assessment will take place in the workplace or a realistic work environment, you will have responsibility for making sure that you understand the Health and Safety regulations which apply. Most Award/Certificate/Diploma s have one unit which is concerned with Health and Safety at work and so you may be asked to gather evidence to show that you not only know and understand the regulations but can also put them into practice. Equal Opportunities Your centre will have an equal opportunities policy. This means that they will agree to provide equal opportunities to all their candidates, whatever their age, gender, racial origin, nationality or creed. Your centre may gather information during induction about your gender, ethnic background and any alternative assessment needs you may have. You will be advised by the centre about your rights under the Data Protection Act Access to assessment City & Guilds centres will make alternative assessment arrangements to allow you to show that you can meet the standards, if you are eligible and the Award/Certificate/Diploma allows for this. Your centre will explain this to you during your induction. If you have a need for alternative assessment arrangements, your centre will make the arrangements required and these will be outlined in your assessment plan. The centre may need to discuss these arrangements with City & Guilds. The guidance and regulations document Access to assessment and qualifications is available on the City & Guilds website from your centre or from the City & Guilds Customer Relations team. Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 7

10 Complaints and appeals Centres must have a policy and procedure to deal with any complaints you may have if you feel that your assessor has not assessed you fairly or if you think that progress with your qualification has been affected because of any kind of unfair treatment due to your sex, race or age for example. The procedure will be explained during induction and you will be provided with information about the Quality Assurance Co-ordinator within your centre who is responsible for this. The work that you and your assessor do towards achieving your Award/Certificate/Diploma is checked by an internal verifier. Find out from your assessor who your internal verifier is. If you have any problems or experience unfair treatment you are unable to sort out with your assessor, you should speak to your internal verifier. You should also refer to your centre s appeals procedure which will tell you how to go about solving your problem. You may also wish to approach your organisation s Quality Assurance Co-ordinator for help. If you feel that your centre s appeal procedure has not been followed and that you are still unable to resolve your problem, you should contact City & Guilds, details on the front page of the logbook. 8 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

11 2 Candidate recording forms City & Guilds has developed these recording forms, for new and existing centres to use as appropriate. Although it is expected that new centres will use these forms, centres may devise or customise alternative forms, which must be approved for use by the external verifier, before they are used by Award/Certificate/Diploma candidates and assessors at the centre. Alternatively, City & Guilds endorses the electronic recording systems Quick Step and Paper Free. Candidate and centre contact details Form used to record candidate and centre details and the Award/Certificate/Diploma being assessed. It is the first page of the candidate portfolio. Candidate résumé This can be used if the candidate does not have an appropriate Curriculum Vitae (CV) for inclusion in the portfolio. Skill scan/initial assessment This can be used to record the skills and knowledge which the candidate already has as part of an initial action plan. Expert/witness status list This is used to record the details of all those that have witnessed candidate evidence. Unit record A unit record summaries all the activities and tasks undertaken to complete the unit. Unit assessment and verification declaration This written declaration should be completed at the end of each unit to meet the QCA requirement for a statement on authenticity. It is signed by the assessor and candidate and states that the evidence is authentic and that the assessment was conducted under specified conditions or context. Please photocopy forms as required Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 9

12 3 Candidate résumé If you already have your own CV you can use that instead of this form. Name Address Telephone Number Date of birth Education (school attended and dates) Qualifications (gained and dates) Employment history and/or voluntary work Current work role and main responsibilities Courses attended in the last 5 years Interests 10 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

13 4 Skill scan/initial assessment Level 3 Certificate/Diploma Retail (Visual Merchandising) Rules of Combination Level 3 Retail (Visual Merchandising) Minimum number of credits required Rules of combination Award Certificate Diploma Not available 31 credits 53 credits n/a Unit 301 must be taken (9 credits) Unit 301 must be taken (9 credits) Minimum number of credits which must come from Level 3 Number of units this qualification could be achieved in n/a A minimum of 10 credits must come from units 306, 312, (unit 328 added October 2009*) A further minimum of 12 credits can come from units , 306, 312, with no more than one unit from credits 32 credits Min-3 units Max-6 units A minimum of 23 credits must come from units 306, 312, (unit 328 added October 2009*) A further minimum of 21 credits can come from units , 306, 312, with no more than one unit from Min-6 units Max-8 units *The logbook for Unit 328, which was added to the 7536 Level 3 Certificate/Diploma in Retail Skills Visual Merchandising in October 2009, can be found in the Incremental Change Logbook Units and ROC document. Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 11

14 Activities undertaken do you Mandatory unit 301 E.8 Work effectively in your retail organisation often Sometimes Never Comments/Action Optional units 225 C.18 Follow guidelines for planning and preparing visual merchandising displays 226 C.19 Follow guidelines for dressing visual merchandising displays 227 C.20 Order graphic materials for visual merchandising displays 228 C.21 Dismantle and store visual merchandising displays 229 C.22 Make props for visual merchandising displays 230 C.23 Put visual merchandising displays together 306 B.14 Organise the receipt and storage of goods in a retail environment 312 E.9 Help to manage a retail team 322 C.24 Choose merchandise to feature in visual merchandising displays 323 C.25 Plan, monitor and control how graphics are used in visual merchandising displays 324 C.26 Monitor the effect of visual merchandising displays and layouts 325 C.27 Allocate, monitor and control visual merchandising project resources against budgets 326 C.28 Contribute to developing and putting into practice the company s visual merchandising policy 327 C.29 Create plans, elevations and drawings to realise visual merchandising ideas *328 E.10 Contribute to the continuous improvement of retail operations Assessment Site... Candidate Signature (Print)... Assessor Signature Date *The logbook for Unit 328, which was added to the 7536 Level 3 Certificate/Diploma in Retail Skills Visual Merchandising in October 2009, can be found in the Incremental Change Logbook Units and ROC document. 12 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

15 5 Expert/Witness Status list Candidate name... Name and Witness Signature Status * Professional relationship to candidate ** Unit or elements witnessed * Status 1 Occupational expert meeting specific requirements for role of expert witness 2 Occupational expert not familiar with the standards 3 Non expert familiar with the standards 4 Non expert not familiar with the standards ** Professional relationship to candidate Manager = M Supervisor = S Colleague = Coll Customer = Cus Other (please specify) Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 13

16 6 Individual action plan Candidate Assessor Unit Element Sources of evidence Observation Oral questioning Written questioning (formal) Role plays Expert Witness observations Witness testimony candidate and peer reports) Projects and assignment Examination of work products APL Professional evidence from others Context Workplace Place of assessment Assessment dates From To Meeting 1 Candidate signature Assessor signature Meeting 2 Candidate signature Assessor signature 14 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

17 7 The format of the logbooks This is where the observed activity are recorded for final assessment This box is used to summarise supplementary evidence for example a log of how often you have performed task or activities. Supplementary evidence can be listed and cross referenced or page numbered. Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) What you must know What you must know is the knowledge that is required to underpin your performance. Some of the knowledge may be covered during the observation of you carrying out tasks or activities. What you must do What you must cover explains the different activities or tasks that need to be undertaken in order to prove competence. 15

18 8 Summary of achievement To gain a qualification at Level 3 in Retail Skills (Visual Merchandising) see the table below for Rules of Combination. Tick the element boxes as you complete each element. When all the elements making up a unit have been completed you can tick the left-hand unit column. This will show you how well you are doing and what you need to concentrate on to cover the whole Award/Certificate/Diploma. Rules of Combination Level 3 Retail (Visual Merchandising) Minimum number of credits required Rules of combination Award Certificate Diploma Not available 31 credits 53 credits n/a Unit 301 must be taken (9 credits) Unit 301 must be taken (9 credits) Minimum number of credits which must come from Level 3 Number of units this qualification could be achieved in n/a A minimum of 10 credits must come from units 306, 312, (unit 328 added October 2009*) A further minimum of 12 credits can come from units , 306, 312, with no more than one unit from credits 32 credits Min-3 units Max-6 units A minimum of 23 credits must come from units 306, 312, (unit 328 added October 2009*) A further minimum of 21 credits can come from units , 306, 312, with no more than one unit from Min-6 units Max-8 units *The logbook for Unit 328, which was added to the 7536 Level 3 Certificate/Diploma in Retail Skills Visual Merchandising in October 2009, can be found in the Incremental Change Logbook Units and ROC document. 16 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

19 At-a-glance qualification summary Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) Outcome Unit Title Unit number Start date Mandatory units 301 E.8 Work effectively in your retail organisation Optional units 225 C.18 Follow guidelines for planning and preparing visual merchandising displays 226 C.19 Follow guidelines for dressing visual merchandising displays 227 C.20 Order graphic materials for visual merchandising displays 228 C.21 Dismantle and store visual merchandising displays 229 C.22 Make props for visual merchandising displays 230 C.23 Put visual merchandising displays together 306 B.14 Organise the receipt and storage of goods in a retail environment 312 E.9 Help to manage a retail team 322 C.24 Choose merchandise to feature in visual merchandising displays 323 C.25 Plan, monitor and control how graphics are used in visual merchandising displays 324 C.26 Monitor the effect of visual merchandising displays and layouts 325 C.27 Allocate, monitor and control visual merchandising project resources against budgets 326 C.28 Contribute to developing and putting into practice the company s visual merchandising policy 327 C.29 Create plans, elevations and drawings to realise visual merchandising ideas *328 E.10 Contribute to the continuous improvement of retail operations Completion date Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 17

20 Competence has been demonstrated in all of the units/award recorded above using the required assessment procedures and the specified conditions/contexts. The evidence meets the requirements for validity, authenticity, currency, reliability and sufficiency. Candidate name Candidate signature Assessor signature. Internal verifier signature. Enrolment No Date Date Date. *The logbook for Unit 328, which was added to the 7536 Level 3 Certificate/Diploma in Retail Skills Visual Merchandising in October 2009, can be found in the Incremental Change Logbook Units and ROC document. 18 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

21 Unit 225 Follow guidelines for planning and preparing visual merchandising displays (C.18) Credit value: 7 Learning outcomes 1. Know how to interpret design briefs for retail displays 2. Know how to get hold of merchandise and props to be featured in retail displays 3. Interpret design briefs for retail displays 4. Get hold of merchandise and props to be featured in retail displays Unit aims This unit is for visual merchandising specialists and is about planning and preparing visual merchandising displays within the guidelines provided by your manager. It involves interpreting design briefs and getting hold of the merchandise and props you will need for the display. Unit Assessment Specialist Unit - If the assessor does not have the technical competence expert witness testimony must be sought from a person with suitable current experience, to confirm the candidate s competence. Assessor observed performance is the most appropriate method of assessment for the majority of this unit. Assessment for this unit will be undertaken through naturally occurring work activities. Copies of sketches and notes produced in the planning process may provide useful product evidence. Backed up by professional discussions whilst reviewing the completed display. It is important that the candidate is able to consistently and accurately display stock to organisational guidelines. The use of questioning to confirm knowledge and understanding will be a valuable assessment method to ensure coverage of this unit. Monitoring the candidate s performance whilst planning, preparing, setting up and displaying products over a period of time will be required to ensure the candidate s ability to work consistently. Specific Evidence Requirement: Simulation is not allowed for any performance evidence within this unit. The candidate may have undertaken formal visual merchandising training that may contribute to the evidence for this unit. Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 19

22 Unit 225 Follow guidelines for planning and preparing visual merchandising displays (C.18) Candidate name Observations/Assessment activities 1 Assessor Initials/date Supplementary evidence 20 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

23 Unit 225 Follow guidelines for planning and preparing visual merchandising displays (C.18) What you must know: Know how to interpret design briefs for retail displays 1.1 the role of displays in marketing, promotional and sales campaigns and activities 1.2 the importance and content of the design brief 1.3 how to use the design brief to identify what you need for the display 1.4 different approaches to designing displays for different types of merchandise, and why these are effective 1.5 how to evaluate the potential places to put the display so you meet the design brief 1.6 company policies for visual design 2 Know how to get hold of merchandise and props to be featured in retail displays 2.1 the role of displays in marketing, promotional and sales campaigns and activities 2.2 how to use the design brief to identify what you need for the display 2.3 different approaches to designing displays for different types of merchandise, and why these are effective 2.4 how light, colour, texture, shape and dimension combine to achieve the effects you need 2.5 how to assess the potential of places to put displays to meet the design brief 2.6 company policies for visual design 2.7 the merchandiser or buyer that you need to consult about merchandise and props 2.8 how to arrange delivery of merchandise and monitor the progress of deliveries 2.9 why you must update stock records to account for merchandise on display, and how to do this Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 21

24 What you must do: 3 Interpret design briefs for retail displays 3.1 identify the purpose, content and style of the display 3.2 identify the equipment, materials, merchandise and props you need to create and install the display and the dates for completing it 3.3 evaluate whether the place you plan to put the display is likely to fulfil the design brief 3.4 create new and effective ways of improving the visual effect of displays, within the limits of the design brief, the company s visual design policies and the authority you have 4 Get hold of merchandise and props to be featured in retail displays 4.1 confirm that the features of merchandise and props shown in the design brief are those most likely to attract customers attention 4.2 identify other merchandise and props when those originally specified are not available or not suitable, and agree your selections with the right person 4.3 agree arrangements for delivery of merchandise and props with the right people, allowing enough time for deliveries to arrive before the display must be installed 4.4 check the progress of deliveries and take suitable action if delays seem likely 4.5 update stock records to account for merchandise on display Assessor initials/date 22 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

25 Unit assessment and verification declaration Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) Unit 225 Follow guidelines for planning and preparing visual merchandising displays (C.18) Candidate declaration I confirm that the evidence listed for this unit is my own work and was carried out under the conditions and context specified in the National Occupational Standards. Candidate name: Candidate signature: Assessor declaration I confirm that this candidate has achieved all the requirements of this unit with the evidence listed. (Where there is more than 1 assessor, the co-ordinating assessor for the unit should sign this declaration.) Assessment was conducted under the specified conditions and context, and is valid, authentic, reliable, current and sufficient. Assessor name: Assessor signature: Countersignature: (if relevant) (for staff working towards the assessor qualification) Internal verifier declaration I have internally verified the assessment work on this unit in the following ways (please tick): sampling candidate and assessment evidence observation of assessment practice discussion with candidate other please state: I confirm that the candidate s sampled work meets the standards specified for this unit and may be presented for external verification and/or certification. Internal verifier name: Internal verifier signature: Countersignature (if relevant): (for staff working towards the internal verifier qualification) Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 23

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27 Unit 226 Follow guidelines for dressing visual merchandising displays (C.19) Credit value: 8 Learning outcomes 1. Know how to dress in-store displays to guidelines 2. Know how to dress window displays to guidelines 3. Know how to evaluate and improve retail displays 4. Dress in-store displays to guidelines 5. Dress window displays to guidelines 6. Evaluate and improve retail displays Unit aims This unit is for visual merchandising specialists. It is about following guidelines for dressing in-store and window displays in ways that promote sales. It involves making judgements about how best to achieve the visual effect you need, while working within your company s policy for visual design. It is also about evaluating finished displays and sorting out any problems you identify. Unit Assessment: Specialist Unit If the assessor does not have the technical competence expert witness testimony must be sought from a person with suitable current experience, to confirm the candidate s competence. Specific Evidence Requirement: Simulation is not allowed for any performance evidence within this unit. The candidate may have undertaken formal visual merchandising training that may contribute to the evidence for this unit. Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 25

28 Unit 226 Follow guidelines for dressing visual merchandising displays (C.19) Candidate name Observations/Assessment activities 1 Assessor Initials/date Supplementary evidence 26 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

29 Unit 226 Follow guidelines for dressing visual merchandising displays (C.19) What you must know: Know how to dress in-store displays to guidelines 1.1 how to create and use focal points within a display 1.2 how to put together merchandising displays for use inside the store 1.3 how to choose and combine dimension, shape, colour, texture and lighting to create the visual effect you need from a display 1.4 how to dress mannequins, busts and other props 1.5 how to display different types of merchandise 1.6 how to choose a suitable type of grouping 1.7 how you can use different types, directions and levels of light to create atmosphere 1.8 how displays can achieve add-on sales and why this is important 1.9 why you are expected to install creative displays and to be aware of trends 1.10 different approaches to displaying merchandise and how to choose the best approach 1.11 the different purposes of displays and how they are used in visual merchandising 1.12 how props, prototypes, dressings and fixtures create visual effects 1.13 health and safety guidelines for displays 1.14 how to identify the selling features of merchandise to be used in displays 2 Know how to dress window displays to guidelines 2.1 how to choose and combine dimension, shape, colour, texture and lighting to create the visual effect needed from a display 2.2 how to dress mannequins and other props 2.3 how to display different types of merchandise 2.4 how to choose a suitable way of grouping merchandise 2.5 how to light window displays and who in your store is responsible for installing lighting 2.6 how displays can achieve add-on sales and why this is important 2.7 why you are expected to install displays creatively and to be aware of trends 2.8 why different kinds of merchandise need different approaches to display, and what these approaches are 2.9 the different purposes of displays and how they are used in visual merchandising 2.10 how props, prototypes, dressings and fixtures create visual effects 2.11 the dressing techniques to use for different types of merchandise 2.12 health and safety guidelines for displays 2.13 the legal requirements which apply to pricing and ticketing 2.14 how to identify the selling features of merchandise to be used in displays Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 27

30 What you must know: Know how to evaluate and improve retail displays 3.1 how to decide if items are suitable for a display 3.2 how to identify risks to items and measures to protect them 3.3 how to evaluate the visual effect of displays 3.4 how to make adjustments and improvements to displays 3.5 how to use scale when creating visual effects 3.6 why you need to evaluate and improve displays 3.7 how light, colour, texture, shape and dimension combine to achieve the visual effects you need for a display 3.8 different approaches to using displays for different types of merchandise 3.9 the dressing techniques for different types of merchandise 3.10 how to identify the purpose of displays 3.11 the company s visual design and merchandising policies 3.12 the types of risk displays face, why you must reduce these risks as far as possible and how to do so 3.13 the reporting arrangements for sorting out problems and reducing risks 3.14 how much authority you have to change displays What you must do: 4 Dress in-store displays to guidelines 4.1 follow company procedures for using ladders, tools and equipment safely 4.2 place displays where they will attract the attention of target customers 4.3 use the design brief to identify the focal points of the display 4.4 choose shapes, colours and groupings that are suited to the purpose and style of the display 4.5 create displays that achieve the visual effect you need and are consistent with the company s visual design policy 4.6 position merchandise, graphics and signs in ways that promote sales 4.7 check that lighting is installed in line with the design brief 4.8 check that the finished display meets health and safety guidelines and legal requirements 5 Dress window displays to guidelines 5.1 position merchandise, graphics and signs according to guidelines and in ways that attract the attention and interest of customers and give customers the information they need 5.2 group merchandise appropriately for the purpose and style of display, the selling features of the merchandise and the visual effect needed under the design brief 5.3 make sure that lighting is installed in line with lighting requirements 5.4 check that the finished display meets health and safety guidelines and legal requirements Assessor initials/date 28 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

31 What you must do: 6 Evaluate and improve retail displays 6.1 check that all the parts of the display are suitable for the purpose of the display and meet requirements 6.2 check that the display meets requirements for easy access, safety and security 6.3 identify safety and security risks to the display and choose suitable ways of reducing risks 6.4 consider how the display looks from all the directions from which customers will approach it 6.5 encourage colleagues to provide constructive comments about the display 6.6 promptly make any adjustments that you are authorised to make and that are needed to achieve the visual effect and to make the display safe and secure 6.7 regularly check the display s visual effect 6.8 promptly report to the right person any problems and risks that you are not responsible for sorting out yourself Assessor initials/date Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 29

32 Unit assessment and verification declaration Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) Unit 226 Follow guidelines for dressing visual merchandising displays (C.19) Candidate declaration I confirm that the evidence listed for this unit is my own work and was carried out under the conditions and context specified in the National Occupational Standards. Candidate name: Candidate signature: Assessor declaration I confirm that this candidate has achieved all the requirements of this unit with the evidence listed. (Where there is more than 1 assessor, the co-ordinating assessor for the unit should sign this declaration.) Assessment was conducted under the specified conditions and context, and is valid, authentic, reliable, current and sufficient. Assessor name: Assessor signature: Countersignature: (if relevant) (for staff working towards the assessor qualification) Internal verifier declaration I have internally verified the assessment work on this unit in the following ways (please tick): sampling candidate and assessment evidence observation of assessment practice discussion with candidate other please state: I confirm that the candidate s sampled work meets the standards specified for this unit and may be presented for external verification and/or certification. Internal verifier name: Internal verifier signature: Countersignature (if relevant): (for staff working towards the internal verifier qualification) 30 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

33 Unit 227 Order graphic materials for visual merchandising displays (C.20) Credit value: 3 Learning outcomes 1. Know how to order graphic materials to meet retail display needs 2. Know how to position graphic materials to support retail displays 3. Order graphic materials to meet retail display needs 4. Position graphic materials to support retail displays Unit aims This unit is for visual merchandising specialists and is about ordering graphic materials and positioning them in displays. Firstly, it is about ordering the right quantity and quality of graphics, signs and tickets within the available budget and checking the progress of orders to ensure that requirements are met. Secondly, it is about positioning graphics, signs and tickets so that they support the purpose of the display and meet all relevant requirements. Unit Assessment: Specialist Unit If the assessor does not have the technical competence expert witness testimony must be sought from a person with suitable current experience, to confirm the candidate s competence. Specific Evidence Requirement: Simulation is not allowed for any performance evidence within this unit The candidate may have undertaken formal visual merchandising training that may contribute to the evidence for this unit. Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 31

34 Unit 227 Order graphic materials for visual merchandising displays (C.20) Candidate name Observations/Assessment activities 1 Assessor Initials/date Supplementary evidence 32 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

35 Unit 227 Order graphic materials for visual merchandising displays (C.20) What you must know: Know how to order graphic materials to meet retail display needs 1.1 how graphic materials help to make displays more effective 1.2 different ways to use graphic materials for different types of merchandise 1.3 how to choose graphic materials that will achieve the desired effects 1.4 who can supply graphic materials 1.5 company procedures for ordering graphic materials 1.6 how to make clear to suppliers what graphic materials you need 1.7 how to check the quantity and quality of graphic materials when they are delivered 1.8 how to find out about cost limits and deadlines for buying graphic materials, and the importance of sticking to these 2 Know how to position graphic materials to support retail displays 2.1 house style, company policy and legal requirements for using graphic materials 2.2 how to identify and interpret manufacturers branding requirements 2.3 how to interpret the design brief 2.4 how to choose where to put graphic materials within the display 2.5 how to check that graphics and signs are safe and secure 2.6 how graphic materials help to attract and inform customers 2.7 different ways to use graphic materials for different types of merchandise What you must do: 3 Order graphic materials to meet retail display needs 3.1 make clear to suppliers what graphic materials you need 3.2 check that suppliers can meet your needs 3.3 order supplies of graphic materials promptly and within the available budget 3.4 check the progress of orders 3.5 check the quality and quantity of graphic materials when they are delivered 4 Position graphic materials to support retail displays 4.1 position graphic materials according to the design brief, house style, company policy on signs, manufacturers branding requirements and legal requirements 4.2 position graphic materials in ways that support the display s intended visual effect and message 4.3 check that graphic materials are positioned safely and securely and in line with legal requirements Assessor initials/date Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 33

36 Unit assessment and verification declaration Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) Unit 227 Order graphic materials for visual merchandising displays (C.20) Candidate declaration I confirm that the evidence listed for this unit is my own work and was carried out under the conditions and context specified in the National Occupational Standards. Candidate name: Candidate signature: Assessor declaration I confirm that this candidate has achieved all the requirements of this unit with the evidence listed. (Where there is more than 1 assessor, the co-ordinating assessor for the unit should sign this declaration.) Assessment was conducted under the specified conditions and context, and is valid, authentic, reliable, current and sufficient. Assessor name: Assessor signature: Countersignature: (if relevant) (for staff working towards the assessor qualification) Internal verifier declaration I have internally verified the assessment work on this unit in the following ways (please tick): sampling candidate and assessment evidence observation of assessment practice discussion with candidate other please state: I confirm that the candidate s sampled work meets the standards specified for this unit and may be presented for external verification and/or certification. Internal verifier name: Internal verifier signature: Countersignature (if relevant): (for staff working towards the internal verifier qualification) 34 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

37 Unit 228 Dismantle and store visual merchandising displays (C.21) Credit value: 13 Learning outcomes 1. Know how to dismantle retail displays 2. Know how to store equipment, props and graphics for retail displays 3. Dismantle retail displays 4. Store equipment, props and graphics for retail displays Unit aims This unit is for visual merchandising specialists. It is about dismantling displays and deciding what to do with the display parts. This involves returning borrowed merchandise, disposing of unwanted materials and cleaning the display sites and parts. It also involves storing equipment, props and graphics carefully so that they remain in good condition can easily be found again when needed. Unit Assessment: Specialist Unit If the assessor does not have the technical competence expert witness testimony must be sought from a person with suitable current experience, to confirm the candidate s competence. Specific Evidence Requirement: Simulation is not allowed for any performance evidence within this unit. The candidate may have undertaken formal visual merchandising training that may contribute to the evidence for this unit. Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 35

38 Unit 228 Dismantle and store visual merchandising displays (C.21) Candidate name Observations/Assessment activities 1 Assessor Initials/date Supplementary evidence 36 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)

39 Unit 228 Dismantle and store visual merchandising displays (C.21) What you must know: Know how to dismantle retail displays 1.1 how to dismantle displays safely 1.2 how to protect the parts of displays from being damaged during dismantling 1.3 how to identify unwanted materials and how to get rid of them safely 1.4 where to return the parts of display to 1.5 how to identify safe and approved cleaning materials and equipment to use 1.6 techniques for cleaning display sites and parts safely and thoroughly 2 Know how to store equipment, props and graphics for retail displays 2.1 how to work out the storage space needed 2.2 how to identify requirements for protective packaging and security measures 2.3 how to check the condition of items 2.4 how to deal with items that need repair 2.5 why you must label items accurately 2.6 why you must keep records of items and where to store them 2.7 why you must store items securely 2.8 suitable storage facilities available to you 2.9 which items need to be stored 2.10 possible dangers and risks to health, safety and security in relation to storage facilities and stored items 2.11 who to report dangers and risks to Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536) 37

40 What you must do: 3 Dismantle retail displays 3.1 dismantle displays safely 3.2 protect the parts of the display from being damaged during dismantling 3.3 return the parts of the display to the appropriate places promptly and, if needed, in a saleable condition 3.4 get rid of unwanted materials safely and keep accurate records of this if needed 3.5 clean display sites and parts using safe and approved cleaning materials and equipment 4 Store equipment, props and graphics for retail displays 4.1 work out accurately the storage space required 4.2 identify the protective packaging you need and the security measures that need to be in place 4.3 store items in suitable places and with clear and accurate labels 4.4 keep accurate and up-to-date records of items in storage 4.5 identify damaged items, missing items and dangers and risks to health and safety, and report these promptly to the right person 4.6 check that storage facilities and items in storage are clean, safe, secure and accessible only to those with a right to them Assessor initials/date 38 Level 3 Certificate/Diploma in Retail Skills (Visual Merchandising) (7536)