Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop direct marketing strategies

1.1 Develop customer acquisition strategies for numbers of new customers, cost of recruiting, media options and promotional activities within an overall budget

1.2 Develop customer retention strategies on customer needs and wants, customer buying patterns, opportunities for up-selling or cross-selling, and customer renewals and reactivations

1.3 Develop customer loyalty strategies addressing relationship marketing objectives and contributing to long-term partnerships

2. Select direct marketing activity

2.1 Analyse changes in market trends to identify and select direct marketing opportunities

2.2 Compare advantages and disadvantages of types of direct marketing activities

2.3 Select most appropriate direct marketing activity

2.4 Match direct marketing activity to business objectives

3. Produce direct marketing plan

3.1 Document direct marketing objectives and purpose

3.2 Analyse previous response data to determine performance gaps and required corrective actions

3.3 Calculate costs of direct marketing activities

3.4 Select methods to report and measure effectiveness of direct marketing activities

3.5 Assign responsibilities to team members for data capture and reporting

Skill 

Performance Criteria 

Description 

Reading

2.4

• Evaluates and integrates facts and ideas to construct meaning from a range of text types

Writing

1.1-1.3, 3.1

• Effectively uses culturally appropriate communication to present written reports with complex concepts and ideas, to people from diverse backgrounds and with diverse abilities

Numeracy

1.1, 3.3

• Analyses statistical and financial information to determine trends and costs related to marketing activities
• Sets direct marketing budgets

Navigate the world of work

2.4

• Monitors adherence to organisational objectives and policies and considers own role for its contribution to broader goals of the work environment

Get the work done

1.1, 1.2, 1.3, 2.1, 2.2, 2.3, 3.2, 3.4, 3.5

• Develops plans and uses effective organisational and time-management skills to complete tasks with an awareness of how they may contribute to longer-term operational and strategic goals
• In more complex, non-routine situations, uses a formal decision-making process, setting or clarifying goals, gathering information and identifying and evaluating several choices against a limited set of criteria
• Understands and explicitly applies some basic principles of analytical and lateral thinking
• Recognises and takes responsibility for addressing predictable and some less predictable problems in familiar work contexts

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBMKG508 Plan direct marketing activities

BSBMKG508A Plan direct marketing activities

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.