Assessor Resource

BSBSMB409
Build and maintain relationships with small business stakeholders

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to negotiate with important stakeholders and modify interactions as required.

It applies to individuals who operate a small business and use communication skills to build relationships with key stakeholders.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Establish and develop communication and appropriate relationships with key stakeholders

1.1 Establish specific practices for communication with key stakeholders, in accordance with codes of practice, cultural protocols, stakeholder expectations and preferences and agreed roles and responsibilities

1.2 Maintain specific ways of dealing with issues in communication with key stakeholders, adhering to codes of practice, cultural protocols and agreed roles and responsibilities

1.3 Identify and implement methods of working in culturally appropriate ways

1.4 Identify and implement plans to deal with changes in circumstances and behaviours, as required

2. Establish and develop roles and responsibilities in the small business

2.1 Clearly and accurately clarify roles and responsibilities in the business in accordance with organisational structure and lines of authority, codes of practice and job documentation

2.2 Identify and apply specific practices and behaviours from codes of practice, that contribute to successful working relationships

2.3 Clearly communicate responsibilities and practices to key stakeholders

3. Review relationships with key stakeholders

3.1 Review communication practices used with key stakeholders and implement any necessary improvement strategies

3.2 Monitor and evaluate relationships with key stakeholders and implement actions needed to enhance relationships

3.3 Evaluate roles and responsibilities in the business and undertake any revisions necessary to improve working relationships

Evidence of the ability to:

identify key stakeholders expectations and preferences, particularly those with legislative impact on the business

demonstrate methods of working and communicating with key stakeholders based on roles and responsibilities, codes of practice, stakeholder expectations and cultural protocols

undertake a detailed analysis of roles, responsibilities, duties and tasks of small business personnel to align with key stakeholder relationships

determine process for reviewing relationships with key stakeholders.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

identify the role, relationship and impact on the business of key stakeholders

discuss business ethics

explain codes of practice for the business

compare communication styles and mechanisms

outline principles of relationship management.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the Management and Leadership – Small and Micro Business field of work and include access to:

relevant legislation, regulations, standards and codes

relevant workplace documentation and resources

case studies or where possible, real situations

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Establish and develop communication and appropriate relationships with key stakeholders

1.1 Establish specific practices for communication with key stakeholders, in accordance with codes of practice, cultural protocols, stakeholder expectations and preferences and agreed roles and responsibilities

1.2 Maintain specific ways of dealing with issues in communication with key stakeholders, adhering to codes of practice, cultural protocols and agreed roles and responsibilities

1.3 Identify and implement methods of working in culturally appropriate ways

1.4 Identify and implement plans to deal with changes in circumstances and behaviours, as required

2. Establish and develop roles and responsibilities in the small business

2.1 Clearly and accurately clarify roles and responsibilities in the business in accordance with organisational structure and lines of authority, codes of practice and job documentation

2.2 Identify and apply specific practices and behaviours from codes of practice, that contribute to successful working relationships

2.3 Clearly communicate responsibilities and practices to key stakeholders

3. Review relationships with key stakeholders

3.1 Review communication practices used with key stakeholders and implement any necessary improvement strategies

3.2 Monitor and evaluate relationships with key stakeholders and implement actions needed to enhance relationships

3.3 Evaluate roles and responsibilities in the business and undertake any revisions necessary to improve working relationships

Evidence of the ability to:

identify key stakeholders expectations and preferences, particularly those with legislative impact on the business

demonstrate methods of working and communicating with key stakeholders based on roles and responsibilities, codes of practice, stakeholder expectations and cultural protocols

undertake a detailed analysis of roles, responsibilities, duties and tasks of small business personnel to align with key stakeholder relationships

determine process for reviewing relationships with key stakeholders.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

identify the role, relationship and impact on the business of key stakeholders

discuss business ethics

explain codes of practice for the business

compare communication styles and mechanisms

outline principles of relationship management.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the Management and Leadership – Small and Micro Business field of work and include access to:

relevant legislation, regulations, standards and codes

relevant workplace documentation and resources

case studies or where possible, real situations

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Establish specific practices for communication with key stakeholders, in accordance with codes of practice, cultural protocols and agreed roles and responsibilities 
Maintain specific ways of dealing with issues in communication with key stakeholders, adhering to codes of practice, cultural protocols and agreed roles and responsibilities 
Identify and implement methods of working in culturally appropriate ways 
Identify and implement plans to deal with changes in circumstances and behaviours, as required 
Clearly and accurately clarify roles and responsibilities in the business in accordance with organisational structure and lines of authority, codes of practice and job documentation 
Identify and apply specific practices and behaviours from codes of practice, that contribute to successful working relationships 
Clearly communicate responsibilities and practices to key stakeholders 
Review communication practices used with key stakeholders and implement any necessary improvement strategies 
Monitor and evaluate relationships with key stakeholders and develop action plan/s needed to enhance relationships 
Evaluate roles and responsibilities in the business and undertake any revisions necessary to improve working relationships 

Forms

Assessment Cover Sheet

BSBSMB409 - Build and maintain relationships with small business stakeholders
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBSMB409 - Build and maintain relationships with small business stakeholders

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: