Unit of competency details

BSBSLS501A - Develop a sales plan (Release 2)


Usage recommendation:
Is superseded by and equivalent to BSBSLS501 - Develop a sales planUpdated to meet Standards for Training Packages Minor edits to clarify the intent of Performance Criteria 24/Mar/2015

ReleaseRelease date
2 (this release) 18/Dec/2012
(View details for release 1) 10/Mar/2009

Qualifications that include this unit

CodeSort Table listing Qualifications that include this unit by the Code columnTitleSort Table listing Qualifications that include this unit by the Title columnRelease
BSB30211 - Certificate III in Customer ContactCertificate III in Customer Contact
BSB40311 - Certificate IV in Customer ContactCertificate IV in Customer Contact
BSB50311 - Diploma of Customer ContactDiploma of Customer Contact1-3 
BSB40307 - Certificate IV in Customer ContactCertificate IV in Customer Contact
BSB40610 - Certificate IV in Business SalesCertificate IV in Business Sales1-3 
BSB51207 - Diploma of MarketingDiploma of Marketing1-2 
ICP50410 - Diploma of Printing and Graphic Arts (Management/Sales)Diploma of Printing and Graphic Arts (Management/Sales)1-2 
BSB40312 - Certificate IV in Customer ContactCertificate IV in Customer Contact1-3 
CPP50811 - Diploma of Waste ManagementDiploma of Waste Management
FNS51110 - Diploma of General InsuranceDiploma of General Insurance1-3 
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SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080501 Sales  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080501 Sales  25/Jul/2008 
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Modification History



Release 2

New release of this Unit with version 7.0 of BSB07 Business Services Training Package.

Trade Practices Act replaced with Competition and Consumer Act 2010 in the Required Knowledge AND the statement ‘Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended’ included in the Guidance information for assessment.

Release 1

Initial release of this Unit.

Unit Descriptor

This unit describes the performance outcomes, skills and knowledge required to develop a sales plan for a product or service for a team covering a specified sales territory based on strategic objectives and in accordance with established performance targets.

Application of the Unit

This unit applies to individuals working in a supervisory or managerial sales role who develop a sales plan for a product or service.

Licensing/Regulatory Information

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.


Employability Skills Information

This unit contains employability skills.

Elements and Performance Criteria Pre-Content


Performance Criteria 

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

Elements and Performance Criteria

1. Identify organisational strategic direction

1.1 Obtain and analyse assessment of market needs and strategic planning documents 

1.2 Review previous sales performance  and successful approaches to identify factors affecting performance

1.3 Analyse information on market needs, new opportunities, customer profiles and requirements as a basis for decision making

2. Establish performance targets

2.1 Determine practical and achievable sales targets

2.2 Establish realistic time lines for achieving targets

2.3 Determine measures to allow for monitoring  of performance

2.4 Ensure objectives of the sales plan and style of the campaign are consistent with organisational strategic objectives and corporate image

3. Develop a sales plan for a product

3.1 Describe approaches to be used to meet sales objectives

3.2 Identify additional expertise  requirements and allocate budgetary resources accordingly

3.3 Identify risks and develop risk controls

3.4 Develop advertising and promotional strategy for product 

3.5 Identify appropriate distribution channels  for product

3.6 Prepare a budget for the sales plan

3.7 Present documented sales plan to appropriate personnel for approval

4. Identify support requirements

4.1 Identify and acquire staff resources to implement sales plan

4.2 Develop an appropriate selling approach 

4.3 Train staff in the selling approach selected

4.4 Develop and assess staff knowledge of product to be sold

5. Monitor and review sales plan

5.1 Monitor implementation of the sales plan

5.2 Record data measuring performance versus sales targets

5.3 Make adjustments to sales plan as required to ensure required results are obtained

Required Skills and Knowledge

This section describes the skills and knowledge required for this unit.

Required skills 

  • communication and negotiation skills to determine sales needs, and to refine and modify sales plans in consultation with relevant organisational personnel
  • creativity and innovation skills to develop and evaluate new sales approaches
  • research and data collection skills to gather information to develop a sales plan.

Required knowledge 

  • identification and overview knowledge of key provisions of relevant legislation from all levels of government that affects business operations, codes of practice and national standards, such as:
  • anti-discrimination
  • ethical principles
  • consumer protection
  • contract law
  • privacy laws
  • Competition and Consumer Act 2010
  • industry, organisation, product
  • methods for monitoring sales outcomes
  • organisational strategic direction and objectives
  • principles and techniques for selling
  • statistical techniques for analysing sales and market trends.

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment 

Critical aspects for assessment and evidence required to demonstrate competency in this unit 

Evidence of the following is essential:

  • development of a sales plan for a product sold by an organisation
  • knowledge of organisational strategic direction and objectives.

Context of and specific resources for assessment 

Assessment must ensure:

  • access to an actual workplace or simulated environment
  • access to office equipment and resources
  • access to strategic planning and sales documents, data and information.

Method of assessment 

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

  • analysis of responses to case studies
  • assessment of documented sales plans
  • demonstration of sales plan development techniques

Guidance information for assessment 

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Strategic planning documents  may include:

  • company mission statement
  • financial records
  • industry trends
  • marketing trends
  • operations plan
  • product trends
  • strategic plan.

Reviewing previous sales performance  may include:

  • analysis of sales history
  • consideration of related product strategies
  • evaluation of competitors’ or other companies’ approaches
  • innovative suggestions
  • marketing research.

Measures to allow for monitoring  may include:

  • volume of sales
  • whether sales targets are met or not
  • progress towards targets
  • surveys of potential/existing/previous clients.

Additional expertise  may include:

  • designers of materials and displays
  • media producers
  • advertising executives.

Products  may include:

  • goods
  • ideas
  • services.

Distribution channels  may include:

  • agents
  • brokers
  • industry associations.

Selling approach  may include:

  • answers to frequently asked questions
  • introductory techniques
  • planned approaches
  • sales scripts
  • strategies for handling negative comments.

Unit Sector(s)

Competency field

Business Development – Sales

Co-requisite units