Assessment 2 – Project Portfolio
Information for students
In this task, you are required to demonstrate your skills and knowledge by working through a number of activities
and completing and submitting a project portfolio.
You will need access to:
• a suitable place to complete activities that replicates a business environment including a meeting space and
computer and internet access
• your learning resources and other information for reference
• Project Portfolio template
• Simulation Pack (if you need a case study).
Ensure that you:
• review the advice to students regarding responding to written tasks in the Business Works Student User Guide
• comply with the due date for assessment which your assessor will provide
• adhere with your RTO’s submission guidelines
• answer all questions completely and correctly
• submit work which is original and, where necessary, properly referenced
• submit a completed cover sheet with your work
• avoid sharing your answers with other students.
Activities
Complete the following activities:
1. Carefully read the following:
This project is about undertaking basic marketing activities. You need to
demonstrate that you can support marketing activities for a product or service,
BSBMKG433 Undertake Marketing Activities 1|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
including researching the marketing practices of the organisation, planning and
implementing a marketing activity and recording the processes you used.
You can do this using the case study provided or if you are in the workplace,
you can base this assessment on your current workplace or own business.
It’s important that the business you choose has marketing objectives and
marketing policies and procedures already developed. Speak to your assessor to
get approval if you want to base this on your own business or a business that
you work for.
Vocational education and training is all about gaining and developing practical
skills that are industry relevant and that can help you to succeed in your chosen
career. For this reason, basing your project on a real business or one that you
work for will (if relevant to you) mean that you are applying your knowledge and
skills in a relevant, practical and meaningful way!
You will be collecting evidence for this unit in a Project Portfolio. The steps you
need to take are outlined below.
2. Preparation.
Identify the business you are basing your assessment on.
Identify a product, product range or service you will be planning marketing
activities for.
If you are using your own workplace or own business, make sure that the
product/service is a suitable choice for the activity steps in this assessment. Make
sure that you are familiar with the details of the product or service you choose as
you will need to demonstrate specific product knowledge in future activity steps.
If using a case study business, refer to the Simulation Pack.
Complete page 4 of your Project Portfolio.
3. Identify the task requirements.
BSBMKG433 Undertake Marketing Activities 2|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
Identify the requirements for marketing the product or service you chose by
reviewing the relevant documentation, plans, policies and procedures of the
business you are basing your assessment on.
If you are using the case study business you may refer to the documents in the
Simulation Pack as a resource. If you are basing your assessment on your
workplace, you may use any resources or online sources you have at your
disposal to complete this activity.
You will also need to conduct research to identify three different activities for
promoting the product or service for the business you are basing this
assessment on.
You will need to:
• List the key points of the marketing policy and procedures
• Identify or set two marketing objectives
• Outline the current marketing activities of the business
• Research industry trends
• Research one competitor
Use your Project Portfolio Section 1 to guide your research and record the
information.
4. Plan for marketing activities
You will now use Section 1 of your Project Portfolio to plan your marketing
activities. If you are using the case study business you may refer to the
documents in the Simulation Pack. If you are basing your assessment on your
workplace, you may use any resources or online sources you have at your
disposal to complete this activity.
You will do this by outlining the following:
• Your target audience and market segments
• Your marketing mix for each segment
BSBMKG433 Undertake Marketing Activities 3|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
• Recommendations for three marketing activities based on your research
and specific knowledge of the product or service.
• What you expect the outcome will be
• The metrics you will use to measure and track the activity
5. Write a Marketing Activity Action Plan
You will write an Action Plan for your recommended activities using the
Marketing Activities Action Plan at the end of Section 1 in your Project Portfolio.
Your Action plan should include:
• three recommended activities
• a list of the actions needed over the course of the next 12 weeks to
implement your recommended activities
• a reasonable estimate of the cost and timelines involved in each activity.
You will need to submit your plan to your assessor after the meeting in the next
activity step.
6. Seek approval and feedback relevant to task requirements
Participate in a meeting with your manager to discuss and seek approval for the
marketing activities you recommended. The meeting should last for at least 10
minutes and no more than 15 minutes. If you are using the case study to base
your assessment on, your assessor will assume the role of your manager.
Use Section 1 of your Project Portfolio to prepare for the meeting.
During the meeting, you will need to:
• explain your ideas for marketing activities
• the tasks involved in implementing each activity
• contribute to assigning responsibilities to relevant marketing personnel
• Seek feedback on the proposed marketing activities
BSBMKG433 Undertake Marketing Activities 4|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
During the meeting, use suitable language and pay attention to your use of
non-verbal communication such as:
• facial expressions
• body language
• tone and volume of voice
• gestures.
After the meeting, update your Marketing Activities Action Plan by adding a
column with the names and responsibilities of marketing personnel for each
activity.
i If you are using the case study you will be meeting online or in person with your
assessor. If you are meeting with your manager at your workplace, you may like
to video record the session for your assessor to watch later. Your assessor can
provide you with more details at this step. Make sure you follow the instructions
above and meet the timeframes allocated.
Complete Section 1 of your Project Portfolio and submit to your assessor.
7. Assist personnel in managing marketing activities
You will use email communication to assist one of the personnel in the
marketing department with a marketing activity.
If you are basing the assessment on your own business or workplace you may
offer to assist (or respond to a request for assistance) any relevant team member
or colleague with a marketing activity as long as it is possible to do so using an
email. This may be to find information out, make an arrangement on their behalf
or provide any other type of assistance.
If you are basing your assessment on the case study, you may assume that your
colleague Alex will set up and manage a pop-up shop at the Queen Victoria
Markets on behalf of your client. Alex needs your assistance to secure storage at
the Queen Victoria Markets. Compose an email to Mr. Jones to request storage
BSBMKG433 Undertake Marketing Activities 5|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
boxes for your client’s stock. Include the days and dates that you will be at the
stall (you may make this up).
Your email needs to be written in clear, concise English and contain all the key
information needed to assist your colleague.
Attach your email to Section 2 of your Project Portfolio.
8. Implement a marketing activity
Assume that you have been given approval to implement a marketing activity.
If you are using the case study to base your assessment on, you may assume
that approval has been granted for writing an article for the local newspaper
about your client’s company and its products. The purpose of the article is to
generate awareness and interest in the company and that will hopefully lead to
increased sales.
If you are using your own business or workplace, you may implement a
marketing activity that you were given approval for. The activity you implement
can be anything your manager approved as long as you are able to track the
implementation and set measurable outcomes. The purpose of the activity
should be to communicate any key messages for promoting your product or
service. You will need to attach evidence of the implementation to your Project
Portfolio, so choose carefully.
If you are basing your assessment on the case study, your newspaper article
should contain:
• A headline
• An opening paragraph (introduction) of about 25 to 40 words in length and
provides the most important and interesting news.
• Three short paragraphs of about 30 to 40 words, each one has a main idea
and different fact. They may also include quotes from people involved or
experts.
BSBMKG433 Undertake Marketing Activities 6|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
• Details in order of importance, with the least important details at the end of
the article, thus allowing readers to skim over the start of the article to gain
the essential facts before deciding to read on.
• A final summary of facts and opinions at the end of the article.
Your article should be written in the third person and combine the following
language features to inform, entertain and persuade as follows:
• Clear and concise writing.
• Use of active or passive voice, depending on the focus and which is more
engaging for the reader.
• Should be factual and accurate.
• Should include quotes, comments, opinions, statements and observations
from people involved or experts on the topic.
• Give people labels so that the reader knows who they are straight away, for
example: "the CEO, Mr Smith".
• Should avoid racist, sexist or religious slurs.
Save your article as a Word document and attach it to Section 2 of your Project
Portfolio.
If you are using your own business or workplace to base the assessment on, you
will need to provide evidence of the implementation. This may be in the form of
a file containing content suited to the activity (such as an article, blog,
infographic, flyer, email, etc.), a link to published content or a video recording
(to evidence an event you organised).
Record your work in Section 2 of your Project Portfolio and attach proof of your
implementation.
Complete Section 2 of your Project Portfolio and submit to your assessor.
9. Review
marketing activities
Participate in a meeting with your manager to review the marketing activity you
implemented. The meeting should last for at least 10 minutes and no more than
BSBMKG433 Undertake Marketing Activities 7|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
15 minutes. If you are using the case study to base your assessment on, your
assessor will assume the role of your manager.
Use Section 3 of your Project Portfolio to prepare for the meeting by recording
the outcomes of your marketing activity.
During the meeting, you will need to:
• discuss the results of the activity by comparing it with the activity plan
• use suitable language and support your statements with the relevant
evidence
i If you are using the case study you will be meeting online or in person with your
assessor. If you are meeting with your manager at your workplace, you may like
to video record the session for your assessor to watch later. Your assessor can
provide you with more details at this step. Make sure you follow the instructions
above and meet the timeframes allocated.
10. Prepare a report of marketing activities
You are required to develop a marketing activities outcomes report that is clear
and concise, professionally presented and error free. It should be about one-
page long.
Your report must include all of the following:
• A description of the marketing activity undertaken
• A summary steps involved in the implementation and expected outcomes.
• A review of the success of implementation and the metrics used to evaluate
the activity
• Your proposed changes to the activity (frequency, implementation, etc.) or
suggestions for other marketing activities.
Save your Marketing Activities Outcomes Report as a Word document and
attach it at the end of Section 3 of your Project Portfolio.
BSBMKG433 Undertake Marketing Activities 8|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
If you are basing the assessment on your own workplace or business, email your
report to relevant personnel and attach your email to Section 3 of your Project
Portfolio. If you are using the case study you may address the email to your
client and attach your email to Section 3 of your Project Portfolio.
The text of the email should be in grammatically correct English, written in an
appropriate (polite, business-like) style.
It should introduce and summarise the contents of the attachment.
Attach your Marketing Activities Outcomes Report to the email.
11. Submit your completed Project Portfolio
Make sure you have completed all sections of your Project Portfolio, answered
all questions, provided enough detail as indicated and proofread for spelling
and grammar as necessary.
Submit to your assessor for marking.
BSBMKG433 Undertake Marketing Activities 9|Page
Abbey College Australia
National Provider No. 91136| CRICOS Registration No. 02658G
Version V1.0 Jan 2021
