This apprenticeship is in development and is subject to change
An apprenticeship is only available for delivery when both the standard and assessment plan is approved and a funding band (core government contribution) has been assigned to the standard.
If you'd like to get involved and contribute to the development of this apprenticeship, please read about developing standards and assessment plans. You can email the trailblazer contact using the details on this page.
Proposal approved
Occupational standard approved
End-point assessment plan approved
This apprenticeship standard will be reviewed after three years
This occupation is found in small, medium, large and multinational organisations in private, public and third sectors such as the finance, construction, facilities, automotive, manufacturing, engineering, health, retail, food, hospitality, and IT. Multi-channel marketers will sit within a specific company/agency that provides marketing deliverables and advice to external clients, or within an internal marketing team, delivering marketing activities to drive that business. The role will be primarily office-based or remote working. They may spend time away from the work area attending exhibitions and events, meetings with external marketing suppliers, marketing research suppliers, visiting clients, trade shows, or supporting research activities.
The broad purpose of the occupation is to support customer focussed marketing activities that drive the demand for a product or service through awareness raising and/or perception building to generate results to the bottom line. The emerging green economy is creating increasing opportunities for new and complex services and products. This may require marketing activities to be focussed on raising awareness of the benefits of carrying out transactions or purchases or products within an environmentally sustainable model.
As part of the Marketing team the multi-channel marketers will contribute to the implementation of the Marketing strategy and plans. They will be responsible for delivering day-to-day marketing activities across a multitude of platforms, channels and systems that are essential to the Marketing function and activities of the company.
In their daily work, an employee in this occupation interacts with a wide range of internal stakeholders such as members of their own team, other departments such as sales, operations, public relations, IT, HR, customer services, senior management and finance.
They also interact with external stakeholders such as clients/customers and suppliers such as printers, digital agencies, PR and media agencies, event display companies, market research agencies, and media sales professionals.
An employee in this occupation will be responsible for coordinating and delivering specific marketing activities such as marketing content creation, background market and customer research, monitoring campaign analytic and collecting data, using relevant marketing software/systems, maintaining marketing administration activities such as managing the supply of marketing literature, tracking marketing expenditure, supporting the procurement of, and overseeing the delivery of work by external and internal marketing suppliers.
Multi-channel marketers will define, design, build and implement campaigns across a variety of platforms to drive customer engagement and retention. In addition, they will be responsible for parts of the campaign within their area of responsibility. As part of the Marketing team, they will contribute to the implementation of the Marketing strategy and plans and will have responsibility for elements of the overall marketing plan.
They will be the first point of contact for day-to-day activities in the marketing team and will be responsible for allocating higher levels of work to the management team. This role will work on their own and in a range of team settings. They work within agreed budgets and available resources. Multi-channel marketers work without high levels of supervision, usually reporting to senior stakeholders. They may occasionally be responsible for decision making on smaller areas of campaigns, but more often will support or influence the decisions of others.
| Duty | KSBs |
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Duty 1 Contribute to the marketing plan, delivery or evaluation of strategic marketing activity through the creation of written planning and evaluation documents and presentations, e.g., marketing campaign, market and customer intelligence research, communicate and present to stakeholders, agencies and internal teams. |
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Duty 2 Use appropriate primary and/or secondary research methods including survey tools, key word research tools and desktop research to gather marketing insight or evaluation. |
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Duty 3 Use research data to inform marketing decisions, targeting, planning, delivery. |
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Duty 4 Source, create and edit content in collaboration with colleagues for appropriate marketing channels, such as website, email, social media, sales materials, affiliate marketing or event displays, ensuring that brand guidelines are met in order to achieve marketing objectives. |
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Duty 5 Support and manage the cataloguing of offline and digital marketing materials and assets in line with marketing regulations and legislation including sustainability of hard copy and digital campaigns, e.g., storage and organisation of marketing materials, administering creative asset management systems, recycling/circular economy/energy consumption. |
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Duty 6 Publish, monitor and respond to editorial, creative or video content via website, social media/video sharing platforms, offline platforms. |
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Duty 7 Support the administration of marketing activities, e.g., organise a webinar or online/offline event; run an email campaign, run a pay per click (PPC) campaign, support press, advertising and PR activity, and partner marketing activity. |
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Duty 8 Use the organisation’s customer relationship management system (inhouse or externally sourced) to maintain accurate customer data and relationships are managed in the pursuit of marketing goals. |
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Duty 9 Identify and use relevant/emerging trends, solutions and technologies to implement effective marketing activities. |
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Duty 10 Contribute to the monitoring of marketing expenditure and activities to a specified budget and plan in line with company processes. |
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Duty 11 Monitor, optimise, analyse and evaluate marketing campaigns and channels in order to deliver on marketing objectives for the organisation and/or clients, measuring marketing delivery effectiveness. |
K1: Marketing theory, concepts and basic principles such as what marketing is, the marketing mix the promotional mix and the difference each channel.
Back to Duty
K2: The business’ structure, vision, and priorities objectives, and how their marketing role supports these.
Back to Duty
K3: Business tools used to measure the impact of business objectives, the wider environment and sustainability on marketing activities.
Back to Duty
K4: What a marketing plan is, how it is built and its purpose.
Back to Duty
K5: The importance of competitor analysis and how to undertake it.
Back to Duty
K6: Brand theory such as positioning, value, identity, guidelines, and tone of voice.
Back to Duty
K7: Create content using principles of design and copywriting, and how to adapt for online and offline mediums e.g., writing digital content for the web compared to leaflets.
Back to Duty
K8: Current and emerging technologies, software and systems which impact on marketing.
Back to Duty
K9: Relevant regulatory and legislative requirements such as data protection, GDPR, cyber security, trading laws, copyright law, Advertising Standards Authority (ASA) for the handling and processing of data and its application.
Back to Duty
K10: Principles of conducting marketing communications in an ethical and diverse manner.
Back to Duty
K11: How internal stakeholders work to support the delivery of all marketing campaigns.
Back to Duty
K12: Common marketing channels, cross channel behaviour, and how to manage and operate an integrated campaign using online and offline channels.
Back to Duty
K13: How to brief and manage external marketing suppliers.
Back to Duty
K14: Adapt communications for appropriate stakeholders and internal audiences.
Back to Duty
K15: The principles of content marketing, and content creation.
Back to Duty
K16: Budget management and how to measure return on investment (ROI).
Back to Duty
K17: The metrics for the delivery and evaluation of marketing activity
Back to Duty
K18: The importance of reviewing campaigns regularly to ensure effectiveness and optimisation.
Back to Duty
K19: The campaign management process including research, planning, budgeting, implementation, and delivery.
Back to Duty
K20: Tools used to support campaign management such as social media, GANTT charts, data analytics, and project management software.
Back to Duty
K21: The customer journey including customer offline and digital touchpoints, customer personas, how to engage customers at different stages of their journey, sales funnels and how to segment an audience for targeting.
Back to Duty
K22: The impact marketing has on the level of customer service or the customer experience, including community management channels
Back to Duty
K23: Quality management and the maintenance of online and offline assets.
Back to Duty
S1: Develop or interpret briefs for external or internal stakeholders and measure delivery in-line with the specification and agreed timelines
Back to Duty
S2: Plan and coordinate a marketing activity using marketing tactics to acquire and retain one or more customer segments using available resources.
Back to Duty
S3: Contribute to the generation of innovative and creative approaches across video, images, and other formats, both online and offline, to support campaign development.
Back to Duty
S4: Use research/survey software to gather audience insight and/or evaluation to support the project.
Back to Duty
S5: Use copywriting techniques to write persuasive text/copy to meet a communications objective ensuring it is in-line with organisational brand guidelines.
Back to Duty
S6: Builds and implements campaigns across a variety of offline and digital media platforms.
Back to Duty
S7: Proofread marketing copy ensuring it is accurate, persuasive and is on brand.
Back to Duty
S8: Use software to design and create marketing assets to meet the technical specification.
Back to Duty
S9: Contribute to the research of external suppliers to support recommendations and procurement of marketing goods and services.
Back to Duty
S10: Organise offline and digital assets ensuring they are co-ordinated and legally compliant.
Back to Duty
S11: Use a website content management system to publish text, images, and video/animated content.
Back to Duty
S12: Create and maintain spreadsheets to support marketing activities such as project/budget planning and organisation of marketing assets.
Back to Duty
S13: Use technology and software packages to support day to day activities, e.g., stakeholder communications, development of briefs, data analysis, report writing, presentations and project management.
Back to Duty
S14: Identify and use data and technologies to achieve marketing objectives.
Back to Duty
S15: Monitor and amend campaigns to meet budget requirements including time and monetary costs.
Back to Duty
S16: Reviews campaigns regularly to ensure effectiveness, to optimise the results.
Back to Duty
S17: Measures and evaluates campaign delivery to identify areas for improvement.
Back to Duty
S18: Use data analysis tools to record, interpret and analyse customer or campaign data.
Back to Duty
B1: Has accountability and ownership of their tasks and workload.
Back to Duty
B2: Takes responsibility, shows initiative and is organised.
Back to Duty
B3: Works flexibly and adapts to circumstances.
Back to Duty
B4: Works collaboratively with others across the organisation and external stakeholders.
Back to Duty
B5: Seeks learning opportunities and continuous professional development.
Back to Duty
B6: Acts in a professional manner with integrity and confidentiality.
Back to Duty
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.
This standard aligns with the following professional recognition:
This document explains the requirements for end-point assessment (EPA) for the Multi-channel marketer apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Multi-channel marketer apprentices, their employers and training providers should read this document.
An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the Education and Skills Funding Agency’s Register of end-point assessment organisations (RoEPAO).
A full-time apprentice typically spends 18 months on-programme (this means in training before the gateway) working towards competence as a multi-channel marketer. All apprentices must spend at least 12 months on-programme. All apprentices must complete the required amount of off-the-job training specified by the apprenticeship funding rules.
This EPA has 2 assessment methods.
The grades available for each assessment method are:
Assessment method 1 - Written project report with presentation and questioning:
Assessment method 2 - Interview underpinned by portfolio of evidence:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme (typically 18 months)
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The apprentice must complete training to develop the knowledge, skills and behaviours (KSBs) of the occupational standard.
The apprentice must complete training towards English and maths qualifications in line with the apprenticeship funding rules. The apprentice must compile a portfolio of evidence. |
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End-point assessment gateway
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The employer must be content that the apprentice is working at or above the occupational standard.
The apprentice’s employer must confirm that they think the apprentice:
The apprentice must have achieved English and maths qualifications in line with the apprenticeship funding rules. For the project report with presentation and questioning, the apprentice must submit the following supporting material: project scoping document requirements. To ensure the project allows the apprentice to meet the KSBs mapped to this assessment method to the highest available grade, the EPAO should sign-off the project’s title and scope at the gateway to confirm it is suitable. A brief project summary must be submitted to the EPAO. It should be no more than 500 words. This needs to show that the project will provide the opportunity for the apprentice to cover the KSBs mapped to this assessment method. It is not assessed. For the interview underpinned by portfolio of evidence the apprentice must submit a portfolio of evidence. The apprentice must submit any policies and procedures as requested by the EPAO. |
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End-point assessment (typically 5 months)
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Grades available for each assessment method:
Project report with presentation and questioning
Interview underpinned by portfolio of evidence
Overall EPA and apprenticeship can be graded:
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Professional recognition
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This apprenticeship aligns with Chartered Institute of Marketing (CIM) for Affiliate
The apprenticeship will either wholly or partially satisfy the requirements for registration at this level. This apprenticeship aligns with Digital Marketing Institute (DMI) for Power The apprenticeship will either wholly or partially satisfy the requirements for registration at this level. This apprenticeship aligns with Data and Marketing Association (DMA) for Individual The apprenticeship will either wholly or partially satisfy the requirements for registration at this level. |
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Re-sits and re-takes
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The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 5 months.
The expectation is that the EPAO will confirm the gateway requirements have been met and the EPA starts as quickly as possible.
The apprentice’s employer must confirm that they think their apprentice is working at or above the occupational standard. The apprentice will then enter the gateway. The employer may take advice from the apprentice's training provider(s), but the employer must make the decision.
The apprentice must meet the gateway requirements before starting their EPA.
These are:
The apprentice must agree the subject, title and scope for their project with their employer and EPAO by submitting a scoping document which will be no more than 500 words. This will not be assessed by the independent assessor.
Portfolio of evidence requirements:
The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 12 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.
Evidence sources may include:
This is not a definitive list; other evidence sources can be included.
The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance (for example, witness statements) rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.
The EPAO should not assess the portfolio of evidence directly as it underpins the interview. The independent assessor should review the portfolio of evidence to prepare questions for the interview. They are not required to provide feedback after this review.
The apprentice must submit any policies and procedures as requested by the EPAO.
The assessment methods can be delivered in any order.
The result of one assessment method does not need to be known before starting the next.
A written project report involves the apprentice completing a significant and defined piece of work that has a real business application and benefit. The research and written project report must start after the apprentice has gone through the gateway.
The written project report must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
The written project report must meet the needs of the employer’s business and be relevant to the apprentice’s occupation and apprenticeship. The EPAO must confirm that it provides the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade. The EPAO must refer to the grading descriptors to ensure that projects are pitched appropriately.
This assessment method includes 2 components:
The written project report and any components must be assessed holistically by the independent assessor when they are deciding the grade for this assessment method.
This assessment method is being used because:
The written project report must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
The apprentice must complete a written project report based on any of the following:
Examples of the types of projects an apprentice could submit include:.
To ensure the written project report allows the apprentice to meet the KSBs mapped to this assessment method to the highest available grade, the EPAO should sign-off the project report's title and scope at the gateway to confirm it is suitable.
The written project report must be in the form of a report.
The apprentice must start the project report after the gateway. They must complete and submit the project report to the EPAO after a maximum of 12 weeks. The employer should ensure the apprentice has the time and resources within this period, to plan and complete their project report. The apprentice must complete their project report and the production of all its components unaided.
The apprentice may work as part of a team which could include technical internal or external support. However, the project report must be the apprentice’s own work and will be reflective of their own role and contribution. The apprentice and their employer must confirm that the project report is the apprentice’s own work when it is submitted.
The report must include at least:
The project report has a maximum word count of 2500 words. A tolerance of 10% above or below the word count is allowed at the apprentice’s discretion. Appendices, references and diagrams are not included in this total. The project report must map, in an appendix, how it evidences the relevant KSBs mapped to this assessment method.
In the presentation with questions the apprentice delivers a presentation to an independent assessor on a set subject. The independent assessor must ask questions following the presentation. This gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
The purpose of the questions is to assess the knowledge, skills and behaviours that have not been fully demonstrated in the written project and presentation. The questions will allow the apprentice to demonstrate full competency in the KSBs mapped to this assessment method.
The presentation will provide an overview of the apprentice’s project and the presentation with questions and answers. The independent assessor must ask questions after the presentation. All presentations must include at least:
The apprentice must prepare and submit their presentation to the EPAO at the same time as the report which is a maximum of 12 weeks after the gateway.
The apprentice must notify the EPAO, at the submission of the presentation, of any technical requirements for the presentation. For the presentation, the apprentice will have access to:
The independent assessor must have at least 2 weeks to review the project report and presentation speaker notes and supporting materials, before the presentation is delivered by the apprentice, to allow them to prepare questions.
The EPAO must give the apprentices at least 2 week(s) notice of the date and time of the presentation with questions.
The apprentice must deliver their presentation to the independent assessor on a one-to-one basis
The independent assessor must ask questions after the presentation.
The presentation and questions must last 45 minutes. This will typically include a presentation of 20 minutes and questioning lasting 25 minutes. The independent assessor can increase the total time of the presentation and questioning by up to 10%. This time is to allow the apprentice to complete their last point or respond to a question if necessary.
The independent assessor must ask at least 6 questions. They must use the questions from the EPAO’s question bank or create their own questions in-line with the EPAO’s training. Follow up questions are allowed where clarification is required.
The independent assessor must use the full time available for questioning.
The presentation with questions must take place in a suitable venue selected by the EPAO (for example the EPAO’s or employer’s premises).
The presentation with questions should take place in a quiet room, free from distractions and influence.
The presentation with questioning can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The EPAO must write an assessment specification and question bank. The specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. It is recommended this is done in consultation with employers of this occupation. EPAOs should maintain the security and confidentiality of EPA materials when consulting employers. The questions must be unpredictable. A question bank of sufficient size will support this. The assessment specification and questions must be reviewed at least once a year to ensure they remain fit-for-purpose.
The EPAO must develop purpose-built question banks and ensure that appropriate quality assurance procedures are in place, for example, considering standardisation, training and moderation. EPAOs must ensure that questions are refined and developed to a high standard.
The EPAO must ensure that apprentice has a different set of questions in the case of re-sits or re-takes.
EPAO must produce the following materials to support the project report with presentation and questioning:
In the interview, an independent assessor asks the apprentice questions. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this EPA method.
This assessment method is being used because:
The interview must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
The independent assessor conducts and assesses the interview.
The purpose of the independent assessor's questions will be enable the apprentice to demonstrate competence in the knowledge, skills and behaviours mapped to this assessment method.
The EPAO must give an apprentice 1 weeks notice of the interview.
The independent assessor must have at least 2 week(s) to review the supporting documentation.
The apprentice must have access to their portfolio of evidence during the interview.
The apprentice can refer to their portfolio of evidence and illustrate their answers with evidence from their portfolio , however the portfolio of evidence is not directly assessed.
The interview must last 60 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.
For the interview, the independent assessor must ask at least 6 questions. Follow-up questions are allowed. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in-line with the EPAO’s training. The interview must allow the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method at the highest possible grade.
The independent assessor must keep accurate records of the assessment. The records must include the KSBs met, the grade achieved and answers to questions.
The independent assessor will make all grading decisions.
The interview must take place in a suitable venue selected by the EPAO (for example the EPAO’s or employer’s premises).
The interview can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The interview should take place in a quiet room, free from distractions and influence.
The EPAO must write an assessment specification and question bank. The specification must be relevant to the occupation and demonstrate how to assess the KSBs shown in the mapping. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting employers. The questions must be unpredictable. A question bank of sufficient size will support this. The assessment specification and questions must be reviewed at least once a year to ensure they remain fit-for-purpose.
The EPAO must develop purpose-built question banks and ensure that appropriate quality assurance procedures are in place, for example, considering standardisation, training and moderation. The EPAO must ensure that questions are refined and developed to a high standard.
The EPAO must ensure that apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the interview underpinned by portfolio of evidence:
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all the pass descriptors
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Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
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Marketing methods, principles, and practices
K6 K17 S2 |
Selects appropriate metrics for the delivery and evaluation of marketing activity applying them accurately to elicit valid data (K17). Uses valid data and resources to plan and demonstrate how marketing activities effectively retain and acquire customer segments (K6, S2).
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Justifies their plan for the choice of marketing activities and resources used to retain and or acquire customer segments (K17, S2). |
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Business and organisation
K2 K3 |
Explains the role that they play in the organisation’s structure, vision and objectives and the impact it has on the wider environment and sustainability on marketing activities (K2, K3). |
Evaluates the benefits and limitations of the proposed project recommendations to their organisation (K2). |
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Communication and copywriting
K14 S5 S7 B4 |
Explains how they work collaboratively and adapt their communication style for stakeholders and internal audiences (K14, B4). Demonstrates copywriting techniques to write communications that are in line with organisational brand guidelines ensuring that it is proofread for accuracy (S5, S7). |
Justifies the communication methods used to present their findings and why others were not suitable (K14). Evaluates the suitability of different copywriting techniques for different marketing communications, making valid and evidence based recommendation (S5). |
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Campaign management
K11 K18 K19 K20 S1 S3 S16 S17 B1 B2 |
Explains clearly how campaign management process and tools used or proposed are appropriate, valid, and taking responsibility to enable effective reviews to take place leading to improvements in results with internal stakeholders engaged in the process (K11, K18, K19, K20, B2). Measures and evaluates campaign delivery, accurately interpreting data to draw valid and accurate conclusions and ownership of the workload (S1, S3, S16, S17, B1).
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Evaluates the strengths and weaknesses of different approaches used for campaign management and how the data that comes from the campaign management process can be used to informs the recommendations (K18, K19, S3, S16). |
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IT and digital
S4 S12 S13 S14 |
Applies advanced techniques to the use of software packages to contribute to campaign management and achieving marketing objectives (S4, S12, S13, S14). |
N/A |
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all the pass descriptors
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Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
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Marketing methods, principles, and practices
K1 K4 K15 |
Explains how they have effectively applied relevant marketing theories, concepts, and principles to inform their decision making, drawing upon evidence to support their reasoning (K1, K4, K15). |
N/A |
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Regulation and legislation
K9 |
Explains the regulatory and legislative requirements for handling and processing of data in their marketing role (K9). |
N/A |
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Marketing communications
K10 B5 |
Describes the principles of conducting marketing communications and why it is important that this is undertaken in an ethical and diverse manner (K10). Explains how they identify and seek out opportunities for professional development (B5).
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N/A |
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Customer experience and the customer journey
K13 K21 K22 B6 |
Outlines how they brief and manage external suppliers in a professional manner with integrity and confidentiality (K13, B6). Describes the customer journey including offline and digital touchpoints, customer personas, sales funnels and how they segment audiences for targeting and the impact that marketing has on customer service or experience (K21, K22).
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Analyses the impact of customer targeting and make evidence based recommendations on how to improve the customer journey (K21, K22). |
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Research and campaign planning
K5 S9 |
Outlines the importance of competitor analysis and how this would be undertaken and contribute to the research of external suppliers to support recommendations (K5). Contributes to research of external suppliers and make recommendations for the procurement of marketing goods and services (S9).
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N/A
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IT and digital tools
K7 K23 S8 S10 |
Discusses how to create content and how this would be adapted for different online and offline mediums using software to produce assets, organising offline and digital assets to ensure they are co-ordinated and legally compliant (K7, K23, S8, S10). |
N/A |
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Campaign implementation and management
K12 K16 S6 S11 S15 B3 |
Summarises the common marketing channels and cross channel behaviour to use in order to build and implement campaigns using offline and online media platforms working flexibly and adapting to circumstances (K12, S6, B3). Shows how a content management system is used to publish text, images and video/animated content (S11). Describes how to measure return on investment (ROI) and demonstrate how campaigns are monitored and amended to meet budget requirements (K16, S15).
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Evaluates the suitability of different marketing channels for building and implementing campaigns, making valid and evidence based recommendations for change (K12, S6). |
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Data analysis and marketing evaluation
K8 S18 |
Identifies current and emerging technologies and software and how these are used to record and analyse customer data and the impact on marketing campaigns (K8, S18). |
Justifies the technology and software used to analyse their findings and why others were not suitable (K8, S18). |
Performance in the EPA determines the apprenticeship grade of:
An independent assessor must individually grade the: project report with presentation and questioning and interview underpinned by portfolio of evidence in line with this EPA plan.
The EPAO must combine the individual assessment method grades to determine the overall EPA grade.
If the apprentice fails one or more assessment methods, they will be awarded an overall fail.
To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. Apprentices who fail one or more assessment method will be awarded an overall EPA fail.Apprentices must achieve at least a 'pass' in all the EPA methods to get an overall 'pass'.To achieve an overall EPA ‘merit,’ the apprentice must achieve a pass in the Project Report with presentation and questioning or the Interview and a distinction in the other Assessment Method. To achieve an overall EPA ‘distinction,’ the apprentice must achieve a distinction in both assessment methods
Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.
| Project report with presentation and questioning | Interview underpinned by portfolio of evidence | Overall Grading |
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| Fail | Any grade | Fail |
| Any grade | Fail | Fail |
| Pass | Pass | Pass |
| Pass | Distinction | Merit |
| Distinction | Pass | Merit |
| Distinction | Distinction | Distinction |
An apprentice who fails one or more assessment method(s) can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does.
An apprentice should have a supportive action plan to prepare for a re-sit or a re-take.
The employer and EPAO agree the timescale for a re-sit or re-take. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 3 months of the EPA outcome notification.
Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.
Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.
If the apprentice fails the project assessment method, they will be required to amend the project output in line with the independent assessor’s feedback. The apprentice will be given 4 weeks to rework and submit the amended report.
An apprentice will get a maximum EPA grade of pass for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.
| Roles | Responsibilities |
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Apprentice |
As a minimum, the apprentice should:
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Employer |
As a minimum, the apprentice's employer must:
Post-gateway, the employer must:
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EPAO |
As a minimum, the EPAO must:
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Independent assessor |
As a minimum, an independent assessor must:
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Training provider |
As a minimum, the training provider must:
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The EPAO must have reasonable adjustments arrangements for the EPA.
This should include:
Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
Internal quality assurance refers to how the EPAO ensures valid, consistent and reliable EPA decisions. The EPAO must adhere to the requirements within the roles and responsibilities section and:
Affordability of the EPA will be aided by using at least some of the following:
This apprenticeship aligns with:
Chartered Institute of Marketing (CIM) for Affiliate
Digital Marketing Institute (DMI) for Power
Data and Marketing Association (DMA) for Individual
| Knowledge | Assessment methods |
|---|---|
|
K1
Marketing theory, concepts and basic principles such as what marketing is, the marketing mix the promotional mix and the difference each channel. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K2
The business’ structure, vision, and priorities objectives, and how their marketing role supports these. Back to Grading |
Project report with presentation and questioning |
|
K3
Business tools used to measure the impact of business objectives, the wider environment and sustainability on marketing activities. Back to Grading |
Project report with presentation and questioning |
|
K4
What a marketing plan is, how it is built and its purpose. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K5
The importance of competitor analysis and how to undertake it. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K6
Brand theory such as positioning, value, identity, guidelines, and tone of voice. Back to Grading |
Project report with presentation and questioning |
|
K7
Create content using principles of design and copywriting, and how to adapt for online and offline mediums e.g., writing digital content for the web compared to leaflets. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K8
Current and emerging technologies, software and systems which impact on marketing. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K9
Relevant regulatory and legislative requirements such as data protection, GDPR, cyber security, trading laws, copyright law, Advertising Standards Authority (ASA) for the handling and processing of data and its application. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K10
Principles of conducting marketing communications in an ethical and diverse manner. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K11
How internal stakeholders work to support the delivery of all marketing campaigns. Back to Grading |
Project report with presentation and questioning |
|
K12
Common marketing channels, cross channel behaviour, and how to manage and operate an integrated campaign using online and offline channels. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K13
How to brief and manage external marketing suppliers. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K14
Adapt communications for appropriate stakeholders and internal audiences. Back to Grading |
Project report with presentation and questioning |
|
K15
The principles of content marketing, and content creation. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K16
Budget management and how to measure return on investment (ROI). Back to Grading |
Interview underpinned by portfolio of evidence |
|
K17
The metrics for the delivery and evaluation of marketing activity Back to Grading |
Project report with presentation and questioning |
|
K18
The importance of reviewing campaigns regularly to ensure effectiveness and optimisation. Back to Grading |
Project report with presentation and questioning |
|
K19
The campaign management process including research, planning, budgeting, implementation, and delivery. Back to Grading |
Project report with presentation and questioning |
|
K20
Tools used to support campaign management such as social media, GANTT charts, data analytics, and project management software. Back to Grading |
Project report with presentation and questioning |
|
K21
The customer journey including customer offline and digital touchpoints, customer personas, how to engage customers at different stages of their journey, sales funnels and how to segment an audience for targeting. Back to Grading |
Interview underpinned by portfolio of evidence |
|
K22
The impact marketing has on the level of customer service or the customer experience, including community management channels Back to Grading |
Interview underpinned by portfolio of evidence |
|
K23
Quality management and the maintenance of online and offline assets. Back to Grading |
Interview underpinned by portfolio of evidence |
| Skill | Assessment methods |
|---|---|
|
S1
Develop or interpret briefs for external or internal stakeholders and measure delivery in-line with the specification and agreed timelines Back to Grading |
Project report with presentation and questioning |
|
S2
Plan and coordinate a marketing activity using marketing tactics to acquire and retain one or more customer segments using available resources. Back to Grading |
Project report with presentation and questioning |
|
S3
Contribute to the generation of innovative and creative approaches across video, images, and other formats, both online and offline, to support campaign development. Back to Grading |
Project report with presentation and questioning |
|
S4
Use research/survey software to gather audience insight and/or evaluation to support the project. Back to Grading |
Project report with presentation and questioning |
|
S5
Use copywriting techniques to write persuasive text/copy to meet a communications objective ensuring it is in-line with organisational brand guidelines. Back to Grading |
Project report with presentation and questioning |
|
S6
Builds and implements campaigns across a variety of offline and digital media platforms. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S7
Proofread marketing copy ensuring it is accurate, persuasive and is on brand. Back to Grading |
Project report with presentation and questioning |
|
S8
Use software to design and create marketing assets to meet the technical specification. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S9
Contribute to the research of external suppliers to support recommendations and procurement of marketing goods and services. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S10
Organise offline and digital assets ensuring they are co-ordinated and legally compliant. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S11
Use a website content management system to publish text, images, and video/animated content. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S12
Create and maintain spreadsheets to support marketing activities such as project/budget planning and organisation of marketing assets. Back to Grading |
Project report with presentation and questioning |
|
S13
Use technology and software packages to support day to day activities, e.g., stakeholder communications, development of briefs, data analysis, report writing, presentations and project management. Back to Grading |
Project report with presentation and questioning |
|
S14
Identify and use data and technologies to achieve marketing objectives. Back to Grading |
Project report with presentation and questioning |
|
S15
Monitor and amend campaigns to meet budget requirements including time and monetary costs. Back to Grading |
Interview underpinned by portfolio of evidence |
|
S16
Reviews campaigns regularly to ensure effectiveness, to optimise the results. Back to Grading |
Project report with presentation and questioning |
|
S17
Measures and evaluates campaign delivery to identify areas for improvement. Back to Grading |
Project report with presentation and questioning |
|
S18
Use data analysis tools to record, interpret and analyse customer or campaign data. Back to Grading |
Interview underpinned by portfolio of evidence |
| Behaviour | Assessment methods |
|---|---|
|
B1
Has accountability and ownership of their tasks and workload. Back to Grading |
Project report with presentation and questioning |
|
B2
Takes responsibility, shows initiative and is organised. Back to Grading |
Project report with presentation and questioning |
|
B3
Works flexibly and adapts to circumstances. Back to Grading |
Interview underpinned by portfolio of evidence |
|
B4
Works collaboratively with others across the organisation and external stakeholders. Back to Grading |
Project report with presentation and questioning |
|
B5
Seeks learning opportunities and continuous professional development. Back to Grading |
Interview underpinned by portfolio of evidence |
|
B6
Acts in a professional manner with integrity and confidentiality. Back to Grading |
Interview underpinned by portfolio of evidence |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Marketing methods, principles, and practices
K6 K17 S2 |
Brand theory such as positioning, value, identity, guidelines, and tone of voice. (K6) The metrics for the delivery and evaluation of marketing activity (K17) |
Plan and coordinate a marketing activity using marketing tactics to acquire and retain one or more customer segments using available resources. (S2) |
N/A |
|
Business and organisation
K2 K3 |
The business’ structure, vision, and priorities objectives, and how their marketing role supports these. (K2) Business tools used to measure the impact of business objectives, the wider environment and sustainability on marketing activities. (K3) |
N/A |
N/A |
|
Communication and copywriting
K14 S5 S7 B4 |
Adapt communications for appropriate stakeholders and internal audiences. (K14) |
Use copywriting techniques to write persuasive text/copy to meet a communications objective ensuring it is in-line with organisational brand guidelines. (S5) Proofread marketing copy ensuring it is accurate, persuasive and is on brand. (S7) |
Works collaboratively with others across the organisation and external stakeholders. (B4) |
|
Campaign management
K11 K18 K19 K20 S1 S3 S16 S17 B1 B2 |
How internal stakeholders work to support the delivery of all marketing campaigns. (K11) The importance of reviewing campaigns regularly to ensure effectiveness and optimisation. (K18) The campaign management process including research, planning, budgeting, implementation, and delivery. (K19) Tools used to support campaign management such as social media, GANTT charts, data analytics, and project management software. (K20) |
Develop or interpret briefs for external or internal stakeholders and measure delivery in-line with the specification and agreed timelines (S1) Contribute to the generation of innovative and creative approaches across video, images, and other formats, both online and offline, to support campaign development. (S3) Reviews campaigns regularly to ensure effectiveness, to optimise the results. (S16) Measures and evaluates campaign delivery to identify areas for improvement. (S17) |
Has accountability and ownership of their tasks and workload. (B1) Takes responsibility, shows initiative and is organised. (B2) |
|
IT and digital
S4 S12 S13 S14 |
N/A |
Use research/survey software to gather audience insight and/or evaluation to support the project. (S4) Create and maintain spreadsheets to support marketing activities such as project/budget planning and organisation of marketing assets. (S12) Use technology and software packages to support day to day activities, e.g., stakeholder communications, development of briefs, data analysis, report writing, presentations and project management. (S13) Identify and use data and technologies to achieve marketing objectives. (S14) |
N/A |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Marketing methods, principles, and practices
K1 K4 K15 |
Marketing theory, concepts and basic principles such as what marketing is, the marketing mix the promotional mix and the difference each channel. (K1) What a marketing plan is, how it is built and its purpose. (K4) The principles of content marketing, and content creation. (K15) |
N/A |
N/A |
|
Regulation and legislation
K9 |
Relevant regulatory and legislative requirements such as data protection, GDPR, cyber security, trading laws, copyright law, Advertising Standards Authority (ASA) for the handling and processing of data and its application. (K9) |
N/A |
N/A |
|
Marketing communications
K10 B5 |
Principles of conducting marketing communications in an ethical and diverse manner. (K10) |
N/A |
Seeks learning opportunities and continuous professional development. (B5) |
|
Customer experience and the customer journey
K13 K21 K22 B6 |
How to brief and manage external marketing suppliers. (K13) The customer journey including customer offline and digital touchpoints, customer personas, how to engage customers at different stages of their journey, sales funnels and how to segment an audience for targeting. (K21) The impact marketing has on the level of customer service or the customer experience, including community management channels (K22) |
N/A |
Acts in a professional manner with integrity and confidentiality. (B6) |
|
Research and campaign planning
K5 S9 |
The importance of competitor analysis and how to undertake it. (K5) |
Contribute to the research of external suppliers to support recommendations and procurement of marketing goods and services. (S9) |
N/A |
|
IT and digital tools
K7 K23 S8 S10 |
Create content using principles of design and copywriting, and how to adapt for online and offline mediums e.g., writing digital content for the web compared to leaflets. (K7) Quality management and the maintenance of online and offline assets. (K23) |
Use software to design and create marketing assets to meet the technical specification. (S8) Organise offline and digital assets ensuring they are co-ordinated and legally compliant. (S10) |
N/A |
|
Campaign implementation and management
K12 K16 S6 S11 S15 B3 |
Common marketing channels, cross channel behaviour, and how to manage and operate an integrated campaign using online and offline channels. (K12) Budget management and how to measure return on investment (ROI). (K16) |
Builds and implements campaigns across a variety of offline and digital media platforms. (S6) Use a website content management system to publish text, images, and video/animated content. (S11) Monitor and amend campaigns to meet budget requirements including time and monetary costs. (S15) |
Works flexibly and adapts to circumstances. (B3) |
|
Data analysis and marketing evaluation
K8 S18 |
Current and emerging technologies, software and systems which impact on marketing. (K8) |
Use data analysis tools to record, interpret and analyse customer or campaign data. (S18) |
N/A |
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