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.
Required skills
analytical skills to identify required expertise for the business
communication skills to request and convey information to others
literacy skills to interpret a range of contractual information, business documentation and technical specifications
negotiation and conflict-resolution skills to finalise and monitor contracted services
numeracy skills to analyse and compare data, including quotations and costs
research skills to source and analyse information about advisory services.
Required knowledge
key steps in engaging external specialist advisors or services
negotiation and conflict-resolution strategies
organisational and industry requirements relating to specialist advisory services for the business:
required licences, industry registration, government approval, and professional membership
minimum qualifications
vendor approval or certification.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
External expertise may include: | accounting and financial planning business development environmental and sustainability expertise: energy efficiency and clean energy fleet vehicles and transportation product expertise review and audit experience waste management and recycling IT and computing: cloud computing supply of equipment technical support trade skills legal project management research training: accredited formal and non-formal. |
Information may include: | directories government departments, such as: Consumer Affairs Office of Fair Trading industry and professional associations networks and recommendations newspaper and online advertisements. |
Specific industry or regulatory requirements may include: | government approvals licences, such as: for financial planning trade licences industry registration membership of professional associations minimum qualifications vendor approval or certification. |
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