‘Managing for Retail Success’ :‘Managing for Retail Success’ Orientation Session Semester 1 2009 Presented by: Jim Bost


Session overview :Session overview Section 3 Our expectations Section 2 ‘Managing for Retail Success’ program overview Section 1 Welcome & introductions Section 4 Study skills Welcome Introductions Housekeeping The Program The Qualifications The Units – what you’ll learn Assessments Recognition of Prior Learning (RPL) You Me We – some ground rules... Study tips Time management How do you learn best?


Section 1Welcome & introductions :Section 1Welcome & introductions Welcome Introductions Housekeeping


‘Chat’ Activity :‘Chat’ Activity Welcome/ Introductions


Introducing ‘Moodle’ website Our online repository... :Introducing ‘Moodle’ website Our online repository... Courseware Workbooks Assessments PowerPoints Industry web links Timetables Forums Study skills Need Login...(email facilitator for enrolment key) http://moodle.tafesa.edu.au/ Welcome/ Introductions


Introducing ‘2009 Student Handbook’ :Introducing ‘2009 Student Handbook’ Another valuable resource Student information Course overview Assessments Study skills Also available on Moodle site Retail Studies (Management) 2009 STUDENT HANDBOOK Welcome/ Introductions


Housekeeping :Housekeeping Welcome/ Introductions Start & finish times Breaks & break areas Fire exits Toilets Mobile phones & pagers Stretch breaks as required Smokers Evacuation Video


Section 2 ‘Managing for Retail Success’ program overview :Section 2 ‘Managing for Retail Success’ program overview The program The qualifications The units – what you’ll learn... Assessments Recognition of Prior Learning (RPL)


The program... :The program... ‘Managing for Retail Success’ Program (12 months~) Develop leadership & management skills for: existing, new & potential managers & supervisors in retail /wholesale industries Certificate IV in Retail Management Ten (10) units Hardware specific Guest speakers Workplace Mentors/Coaches Program overview


Also...‘Managing for Retail Success’ Program (24 months~) :Also...‘Managing for Retail Success’ Program (24 months~) Framed in Diploma of Retail Management Develop skills & knowledge required by those who hold or wish to hold higher management positions Applies to those: Providing support to senior management in larger retail or wholesale outlets Responsible for managing a retail store/wholesale outlet Program overview


The qualifications... :The qualifications... Program overview


The units – what you’ll learn... :The units – what you’ll learn... Managing for Retail Success Program (SIR40207) Unit 1 Build an effective work team Unit 2 Managing sales & service delivery Unit 3 Managing merchandise presentation Unit 4 Managing the team Unit 5 Training the team Unit 6 Using financial budgeting tools Unit 7 Managing inventory Unit 8 Controlling store security & loss Unit 9 Introduction to business planning Unit 10 Providing a safe workplace Program overview


Delivery modes :Delivery modes Classes at Adelaide City Campus Tuesday 9.00am – 4.45 pm Once every four weeks ( exc Easter / Christmas trading) Self paced study Reading, research, internet workbased projects & learning activities Other options: External – Adelaide Campus RPL (Recognition of Prior Learning) Program overview


Assessments... :Assessments... Competency based assessment Range of assessment methods: written assignments work based projects class participation verbal presentations interviews case studies Assessment work developed around real workplace situations Students without a current workplace will need to demonstrate how they plan to replicate the workplace environment for assessment purposes Academic level appropriate for business management & university entrance (Diploma) Program overview


Workplace projects :Workplace projects Think of as ‘Business improvement plans...’ Benchmarking your business operations against best practice Seeking opportunities to implement & review improvements = Action based projects = should see results! Program overview


What time do I need? :What time do I need? Varies – average of 2 - 3 hrs per week minimum is ‘fair guide’ + Time on-the-job practicing skills / workplace projects as part of day to day duties “Investment in your own self development” Program overview


Syndicate Activity - Workplace project :Syndicate Activity - Workplace project Analyse each of 10 units & their learning requirements & discuss ideas for potential workplace project opportunities Record your responses on flipcharts Program overview


Build an effective work team :Build an effective work team Lead the team Lead by example Develop & communicate team objectives Establish develop & improve teams Develop self Delegate responsibility & authority Consult with team Support the team Application: Developing & communicating team objectives Developing & improving teams Delegating responsibility Consultation & actively supporting team members to achieve goals & store plans & targets Program overview


Managing sales & service delivery :Managing sales & service delivery Monitor maintain & improve sales & service delivery Negotiate supply of goods Establish customer requirements Provide productive work environment Application: Develop & maintain excellence in sales & service delivery by ensuring the provision of a well resourced working environment for fellow staff Proactively pursue continuous improvement of operations by seeking evaluating & reporting feedback from customers & colleagues on sales & service delivery & working conditions; Locating & negotiating adequate supply of stock & other necessary resources in accordance with store policy Those with managerial responsibility undertake this role Program overview


Managing merchandise presentation :Managing merchandise presentation Manage store merchandising Plan & manage store advertising & promotions Manage store pricing policies Manage housekeeping Application: Apply knowledge of store merchandising to plan & manage store advertising & promotions Manage store pricing policies & housekeeping Interpretation / compliance with store layout & visual merchandising policies Developing & implementing procedures to manage merchandise pricing & Managing all aspects of store housekeeping including contingency procedures This role applies to frontline retail managers Program overview


Managing the team :Managing the team Implement staffing levels Monitor staff performance Identify & minimise potential industrial relations problems Application: Implementing staffing levels Monitoring staff performance Identifying & minimising potential industrial relations problems Developing & implementing training plans Program overview


Training the team :Training the team Coach sales team members Promote sales team product sales & positioning techniques Coordinate the implementation of training activities for the sales team Review team & individual level training activities Application: Coordination, promotion, delivery & review of learning processes that assist sales staff to achieve the service & product performance requirements established by a retail/wholesale business Program overview


Using financial budgeting tools :Using financial budgeting tools Control costs Control budget Propose expenditure Maintain store accounting systems Prepare store sales budgets Negotiate budgets Application: Maintain accurate accounting systems to successfully negotiate develop & implement store budgets Analyse & report on income & expenditure against budget targets according to store policy & procedures Program overview


Managing inventory :Managing inventory Manage receipt dispatch & storage of merchandise Manage stock control Application: Plan coordinate & implement activities associated with the receipt dispatch storage & movement of merchandise Observing maintenance procedures for storage areas & equipment according to store policy & procedures & relevant legislation Program overview


Controlling store security & loss :Controlling store security & loss Control store security Minimise stock loss & dissipation Application: Develop & implement security & stock control procedures to facilitate the detection & prevention of theft & stock loss Include procedures to ensure the safety & security staff & customers in the event of robbery according to store policy & relevant legislation Program overview


Introduction to business planning :Introduction to business planning Identify elements of a business plan Develop a business plan Develop strategies for minimising risks Application: Research & development of an integrated business plan for achieving business goals & objectives Suitable for setting up or existing micro & small businesses or a department in a larger organisation Program overview


Providing a safe workplace :Providing a safe workplace Develop policies to establish & maintain a safe working environment Consult with staff Establish & maintain a safe working environment Assess risks Control risks Establish & maintain policies for hazardous events Train staff Establish & maintain record system Evaluate policies & procedures Application: Consulting with staff assessing & controlling risks establishing & maintaining record systems & evaluating policies & procedures Senior management personnel are responsible for this function Program overview


Section 3 Our expectations :Section 3 Our expectations You Me We – some ground rules


You... :You... Entry requirements – Cert IV You must have one of the following: SACE Stage 1 or Year 11 + 1yr full-time work experience SACE Stage 2 or Year 12 Any Certificate 3 or above Satisfactory achievement of TAFE SA Assessment of Basic Skills (TABS) 2 years full time equivalent work experience Our expectations


Me... :Me... Everyone will : Participate in each session Have opportunities to speak & be heard Come prepared Stick to the topic & task of the session Understand that its OK to help encourage & learn from each other Know it’s OK to have some fun Our expectations Plus requirements as per Student Handbooks...


Me... :Me... My role… NOT to simply give you the answers Participate & play a leading role in facilitating the group Encourage & help people learn from each other To help involve you in meaningful learning so that it makes sense Provide feedback Our expectations


We... :We... What are our expectations? Our expectations


Section 4Study skills :Section 4Study skills Returning to study Time management How do you learn best?


Returning to ‘study’… :Returning to ‘study’… “..But I haven’t studied since school!” Most haven’t Common issue Not ‘academic theory’ based Training reflects what is currently done in workplace Study skills


Returning to ‘study’ (cont.)… :What are some issues/obstacles you may face in your learning?... What survival skills will you need? Returning to ‘study’ (cont.)… Study skills


Think about this… :Think about this… We cannot teach another person directly; we can only facilitate their learning Carl Rogers Study skills


We know we’ve learnt something when we can: :We know we’ve learnt something when we can: explain it integrate it with what we already know provide examples of it use it in new situations feel its part of us Study skills


Did you know…? :Did you know…? We only retain: 10% of what we read 20% of what you hear 30% of what we see 50% of what we see & hear 70% of what we talk about with others 80% of what we experience personally 95% of what we teach to others William Glasser Study skills


Time management... :Time management... You can’t manage time; only manage yourself Managing yourself is about having goals defining tasks & knowing what’s involved in them & having a realistic understanding of yourself & how & when you work best Study skills


What time do I need? :What time do I need? Varies – average of 2 - 3 hrs per week minimum is ‘fair guide’ + Time on-the-job practicing skills / workplace projects as part of day to day duties “Investment in your own self development” Study skills


Video – ‘About time..Secrets of time management’ :Video – ‘About time..Secrets of time management’ Study skills


How do I learn best?... :How do I learn best?... Everybody has a preferred learning style. Knowing and understanding our learning style helps us to learn more effectively. Simple questionnaires can reveal our preferred learning styles Study skills


How do I learn best? (cont)... :How do I learn best? (cont)... Complete the Online Questionnaire: ‘How Do I Learn Best?’ www.vark-learn.com Check your ‘score’ & review help sheet (Tip: This is good to know for training your staff too!....) Study skills


What we’ve covered… :What we’ve covered… Section 3 Our expectations Section 2 ‘Managing for Retail Success’ program overview Section 1 Welcome & introductions Section 4 Study skills Welcome Introductions Housekeeping The Program The Qualifications The Units – what you’ll learn Assessments Recognition of Prior Learning (RPL) You Me We – some ground rules... Study tips Time management How do you learn best?


What next? HASA :What next? HASA Provide your email to establish a contact link Review Student Handbook 2009 Complete “What’s my Learning Style’ VARK questionnaires & ‘Belbin’ Team Roles Theory & bring to first session Commence program here@ RITS February 3 9 - 4 pm


Contact details :Contact details Jim Bost Ph: 8207 8212 Mobile: 0423783410 Email: JamesBost@tafesa.edu.au


Questions :Questions ?