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. Satisfy human resource requirements | 1.1 Determine human resource needs and requirements according to plan requirements 1.2 Develop role specifications according to enterprise format and procedures 1.3 Consider internal and external options with staff selected according to enterprise policy, role descriptions, procedures and legislative requirements 1.4 Appoint staff following enterprise procedures 1.5 Implement performance management systems |
2. Provide technology requirements | 2.1 Determine technology specifications within enterprise policy and budgets 2.2 Install or contract technology within budget and timelines, and meet all legal requirements 2.3 Regularly review technology performance against specifications and establish contingency plans |
3. Provide infrastructure needs | 3.1 Specify infrastructure needs and source within budget and timeframes, and according to enterprise’s purchasing policies 3.2 Revise needs to continuously support distribution plan |
Evidence of the ability to:
organise and document human resource requirements for the distribution plan
determine and organise suitable technology and infrastructure requirements for the organisation relating to the distribution plan
determine and organise other infrastructure requirements for the distribution plan.
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 and describe key features of facilities and infrastructure required for servicing a distribution plan
identify and explain human resource procedures and requirements, considering the relevant legislation
identify key features and requirements of IT to service the distribution plan
explain the role of logistics, and discuss procurement techniques and tools relating to distribution plans
outline technology resources relating to distribution plans.
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the insurance life distribution field of work and include access to:
common office equipment, technology, software and consumables
organisational records
organisational policy and procedures.
Assessors must satisfy NVR/AQTF assessor requirements.