409 version 2
28-Jun-16
1 of 3
MERCHANDISING AND MARKETING
Plan merchandising in a retail or
distribution environment
level:
4
credit:
3
planned review date:
February 2010
sub-field:
Retail, Distribution, and Sales
purpose:
People credited with this unit standard are able to develop a
merchandising philosophy, and develop a merchandising
plan.
entry information:
Open.
accreditation option:
Evaluation of documentation and visit by NZQA and industry.
moderation option:
A centrally established national moderation system has been
set up by the ServiceIQ.
special notes:
1
The Merchandising plan may refer to a department or a
store.
2
Definition
Organisational procedures refer to instructions to staff
on policy and procedures which are formally
documented, or generally accepted within the
workplace.
Elements and Performance Criteria
element 1
Develop a merchandising philosophy.
performance criteria
1.1
Marketing position is defined based on accurate information.
Range:
information may include but is not limited to – organisational
requirements, supplier documentation, market research.
 New Zealand Qualifications Authority 2016
409 version 2
28-Jun-16
2 of 3
MERCHANDISING AND MARKETING
Plan merchandising in a retail or
distribution environment
1.2
Merchandising philosophy is developed in accordance with organisational
procedures.
1.3
Merchandising philosophy is consistent with marketing position.
Range:
may include but is not limited to – purpose, approach, format,
style, target, requirements, impact.
element 2
Develop a merchandising plan.
performance criteria
2.1
Merchandising plan is developed in accordance with organisational procedures.
Range:
2.2
may include but is not limited to – budget, style, theme, seasonal
variation, location, space, promotion, marketing, stock
classification system, stock levels, suppliers, buying, constraints,
resources, communication, time line.
Merchandising plan is consistent with merchandising philosophy.
Comments on this unit standard
Please contact ServiceIQ qualifications@serviceiq.org.nz if you wish to suggest changes
to the content of this unit standard.
Please Note
Providers must be accredited by the Qualifications Authority or a delegated interinstitutional body before they can register credits from assessment against unit standards
or deliver courses of study leading to that assessment.
Industry Training Organisations must be accredited by the Qualifications Authority before
they can register credits from assessment against unit standards.
Accredited providers and Industry Training Organisations assessing against unit standards
must engage with the moderation system that applies to those standards.
 New Zealand Qualifications Authority 2016
409 version 2
28-Jun-16
3 of 3
MERCHANDISING AND MARKETING
Plan merchandising in a retail or
distribution environment
Accreditation requirements and an outline of the moderation system that applies to this
standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The
AMAP also includes useful information about special requirements for providers wishing to
develop education and training programmes, such as minimum qualifications for tutors and
assessors, and special resource requirements.
This unit standard is covered by AMAP 0225 which can be accessed at
http://www.nzqa.govt.nz/site/framework/search.html.
 New Zealand Qualifications Authority 2016