20694 version 2 28-Jun-16 1 of 10 FLORISTRY Implement floristry products and services plan level: 4 credit: 10 planned review date: December 2008 sub-field: Horticulture purpose: People credited with this unit standard are able to: analyse market; plan product and service range; establish supplier relations; negotiate supply of goods; monitor quality control; introduce product range; maximise profit; and rationalise stock. entry information: Open. accreditation option: Evaluation of documentation and visit by NZQA, industry and teaching professional in the same field from another provider. moderation option: A centrally established and directed national moderation system has been set up by the Primary Industry Training Organisation. special notes: 1 The Primary Industry Training Organisation acknowledges the assistance provided by the Australian National Training Authority (ANTA) in permitting their competency unit to be used as the basis for this unit standard. This unit standard is based on the unit of competency WRFO408B Implement floristry products and services plan. 2 Stock and merchandise may include: fresh, cut and container grown plants and flowers; flowers eg fresh, dry, silks, simulated; plant material eg fresh, dry, silks, simulated, plants, fruit, vegetables; ancillary items eg cards and message items, company logo, advertising items, flower preservative and conditioning agents; New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 2 of 10 FLORISTRY Implement floristry products and services plan presentation materials eg novelties (balloons, toys), consumables (fruit, chocolates, nuts, alcohol), gift items, garden lines, floristry sundries (ribbons, parafilm); wrapping and packaging materials eg boxes, cylinders, polypropylene, paper, cellophane, sinamay, pearlwrap, vilene, bows, ribbons, raffia, containers (bowls, baskets, pots, vases, buckets, disposable water-filled vases). 3 Shop/studio policies and procedures may include quality control; staff training; merchandising of stock; preparing, conditioning, cleaning, storing and displaying stock; maintaining displays; protecting and packing stock and merchandise; preparing and arranging labels and tickets; stock rotation, expiry dates; pricing, profit margins; housekeeping; waste disposal; waste minimisation; record keeping; selection criteria for flower and plant materials eg price, availability, seasonality, stage of maturity, absence of disease and damage. 4 Shop/studio merchandise and marketing policies may include range of stock, advertising and promotion, special events, shop/studio culture, current market position, target or niche markets. 5 Relevant legislation includes but is not limited to the Health and Safety in Employment Act 1992, Consumer Guarantees Act 1993, Fair Trading Act 1986, other published statutes, regulations, codes of practice, guidelines and standards relevant to the particular work site; and their subsequent amendments and replacements. 6 Customers may include new or regular customers with routine or special needs. 7 Supervisor may include shop/studio owner, manager, coordinator. New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 3 of 10 FLORISTRY Implement floristry products and services plan Elements and Performance Criteria element 1 Analyse market. performance criteria 1.1 Shop/studio merchandise and marketing policies are identified and analysed in relation to characteristics of shop/studio. Range: 1.2 Customer surveys are conducted in order to evaluate market trends and customer satisfaction according to shop/studio policies and procedures. Range: 1.3 characteristics of shop/studio may include size, type and location of shop/studio; stock and merchandise range; busy or routine trading conditions; type of floral designs catered for or promoted; size, type and location of display areas and storage units; number of staff employed; levels of staff training; full-time, part-time and casual staff. may include formal monitoring eg charting customer purchases, written customer survey, accurate and comprehensive charting of complaints; informal monitoring eg direct questioning during course of business. New trends and designs, stock and merchandise, and services are researched. Range: new trends may include church flower arrangements; patriotic wreaths for memorial services; dynamic and experiential designs; new floral themes; floral sculptures eg cornucopia of flowers; new design applications eg random placements of single fruit and vegetables, use of fruit in Biedermeier designs; use of unusual containers (hollowed melons, pumpkins, coconuts), application of new groupings (bunch of bananas, bundle of asparagus), addition of rough texture (coconuts) or shiny texture (peppers). New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 4 of 10 FLORISTRY Implement floristry products and services plan 1.4 Opportunities to improve sales are identified and considered. Range: may include use of promotions, specials, campaigns, competitions; use of dynamic and effective displays; use of multisensory presentations; introduction of a child-friendly environment; encouragement of impulse buys by carrying a variety of loose stems; offer of online/email ordering system; creation of effective email promotions; offer of free delivery within city limits; use of flower name tags to educate consumers; introduction of loyalty scheme; sponsor of a monthly column in the local newspaper to educate about flowers and industry trends; use of reader boards, in-store posters, clear window posters, awards, certificates, industry code of conduct; hand out give aways to capture passing trade. 1.5 Stock and merchandise range is monitored to identify the demand for individual items and seasonal variations. 1.6 Market competition is monitored and analysed. Range: may include supermarkets, garden centres, hardware stores, gift shops, roadside trading, street vendors, online sales, other florists. element 2 Plan product and service range. performance criteria 2.1 Future directions for stock and merchandise range are determined according to shop/studio policies and procedures. Range: 2.2 may include market analysis, sales performance of line, stock availability, design/fashion trends, budget, merchandising strategy, calculation of expected sales per month, inclusion of reductions, markdowns, spoilt stock. Relevant staff are liaised with to co-ordinate promotional and marketing activities. Range: shop/studio manager or owner, supervisor, other florists, trainees. New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 5 of 10 FLORISTRY Implement floristry products and services plan 2.3 Shop/studio sales figures are analysed to determine contribution rates of product lines. 2.4 Contribution improvement opportunities are identified and acted upon. Range: may include previous years' sales, predicted demand, projected growth profit. 2.5 Shop/studio space requirements and stock and merchandise mix are determined according to shop/studio policies and procedures. 2.6 Stock levels are determined according to industry indicators. Range: 2.7 may include peak seasons, special events, supplier and/or grower lead time. Floristry products and services plan is documented and monitored. element 3 Establish supplier relations. Range: local, regional or overseas wholesalers or growers; markets, auctions; existing or new contacts. performance criteria 3.1 Types of suppliers of flower and plant materials are identified and profile is analysed. 3.2 Co-operative relationships with supplier representatives are developed according to shop/studio policies and procedures. Range: 3.3 courier delivery, business-to-business initiatives, joint market research. Assessment of existing suppliers is continuously carried out. Range: quality, profitability, service, delivery status, overall business relationship. New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 6 of 10 FLORISTRY Implement floristry products and services plan 3.4 Supplier database is continually monitored and updated, according to performance indicators. Range: price, quality, performance, merchandise range. supply reliability, stock and element 4 Negotiate supply of goods. performance criteria 4.1 Negotiation with suppliers is undertaken and arrangements are implemented according to shop/studio policies and procedures and communicated to relevant personnel. Range: 4.2 Special pricing arrangements and customer payment agreements are authorised and communicated to relevant staff and management personnel according to shop/studio policies and procedures. Range: 4.3 special pricing arrangements may include fixed price, quantity discounts, wholesale pricing. Customer payment agreements may include cash on delivery (COD), credit, direct debit, consignment. Records of suppliers and stock are monitored for accuracy and legibility and appropriate action is taken where necessary. Range: 4.4 may include face-to-face conversations and meetings, written correspondence, telephone or electronic media related contacts. may include contacting withholding payment. supplier, not accepting delivery, Market factors affecting supply are identified and communicated to relevant personnel. Range: may include time-to-market, distance to market, weather conditions, season, competition from imports, price trends, seasonal price patterns, influence of larger competitors, disease threats. New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 7 of 10 FLORISTRY Implement floristry products and services plan 4.5 Records of negotiations and agreements are completed and conveyed to appropriate personnel within designated time lines. Range: 4.6 records may include filed notes of telephone conversations, faxes, letters, emails. Immediate corrective action is taken where potential or actual problems with supply are indicated. Range: may include sourcing new suppliers, changing focus to another flower or plant. 4.7 New suppliers are identified and developed to maintain and improve sales and service delivery. 4.8 Stock range and source of supply is analysed, evaluated and amended according to management, staff and customer feedback. element 5 Monitor quality control. performance criteria 5.1 Knowledge of stock, merchandise, products and services is applied to inform implementation of products and services plan. 5.2 Flower and plant materials are selected according to shop/studio policies and procedures. 5.3 Stock and merchandise quality standards are established with suppliers according to relevant legislation, customer requirements and shop/studio policies and procedures. 5.4 Quality of merchandise monitoring is carried out during supply and delivery processes. Range: may include effective control procedures, inspection record or logbook, corrective action plan/s. New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 8 of 10 FLORISTRY Implement floristry products and services plan 5.5 Stock returns or complaints are recorded and analysed. Range: may include date, time, fault, failure; names and details of relevant people; description of fault, failure or complaint; attachments of documents and/or evidence. element 6 Introduce product range. performance criteria 6.1 Shop/studio managers and staff are informed of new product ranges and advised of preferred location of merchandise. 6.2 Staff training in product knowledge is implemented to introduce product range. Range: 6.3 visits to growers, suppliers, markets, auctions; visits to exhibitions, shows, competitions; presentations from growers and suppliers. New ranges are demonstrated and/or displayed to staff according to shop/studio merchandising strategy. Range: merchandising strategy may include shop/studio identity, budgeting, range and product strategy, suppliers and merchandise sources, inventory controls, evaluation methods, cost/benefit analysis. element 7 Maximise profit. performance criteria 7.1 Shop/studio budget and targets are identified. 7.2 Individual product range contributions are calculated and/or estimated against budget and targets. New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 9 of 10 FLORISTRY Implement floristry products and services plan 7.3 Product range assessment checks are developed and implemented against budget and targets. Range: may include marketability, sales performance, product quality, availability, pricing/profit margins, risk assessment. 7.4 Overall selling space contributions are calculated and/or estimated according to shop/studio merchandising strategy. 7.5 Profit margins are maximised in negotiations with suppliers. 7.6 Shop/studio pricing policies are determined. Range: 7.7 may include net profit margins. Specifications for terms of trade are negotiated. Range: may include special buys, payment terms, promotional deals with suppliers. element 8 Rationalise stock. performance criteria 8.1 Stock range is reviewed and updated at regular intervals. 8.2 Stock lines to be deleted are identified and action taken to minimise adverse effect on profit. Range: 8.3 reasons for deletion of stock lines may include changes in shop/studio policies and procedures; new targets, niche market; sales performance; customer requirements; fashion/design trends; product availability; problems with supply. Stock consolidated is achieved as required to maximise sales potential. Range: may include increasing a particular line of stock or merchandise, deletion of stock or merchandise line, movement of stock between areas or shops/studios. New Zealand Qualifications Authority 2016 20694 version 2 28-Jun-16 10 of 10 FLORISTRY Implement floristry products and services plan Comments on this unit standard Please contact Primary Industry Training Organisation http://www.primaryito.ac.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. 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 0032 http://www.nzqa.govt.nz/site/framework/search.html. which can be accessed at New Zealand Qualifications Authority 2016