• ICAA4041C - Determine and confirm client business expectations and needs

Assessor Resource

ICAA4041C
Determine and confirm client business expectations and needs

Assessment tool

Version 1.0
Issue Date: March 2024


This unit defines the competency required to determine client business requirements and verify the accuracy of the information gathered.

The following units are linked and form an appropriate cluster:

ICAA4047B Determine project specifications and secure client agreement

ICAD4043B Develop and present a feasibility report

No licensing, legislative, regulatory 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)

Employability Skills

This unit contains employability skills.




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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

Assessment must confirm sufficient knowledge of investigation, interview and documentation techniques, and the ability to produce a clear statement of business expectations and needs, including critical business requirements.

To demonstrate competency in this unit the following resources will be needed:

Business current needs

A client expectations brief

Business objectives

Context of and specific resources for assessment

Determining and confirming client business needs is essential if cost, quality and timelines are to be planned accurately.

The breadth, depth and complexity of knowledge and skills in this competency would cover a broad range of varied activities or application in a wider variety of contexts most of which are complex and non-routine. Leadership and guidance would be involved when organising activities of self and others as well as contributing to technical solutions of a non-routine or contingency nature.

Assessment must ensure:

Performance of a broad range of skilled applications including the requirement to evaluate and analyse current practices, develop new criteria and procedures for performing current practices and provision of some leadership and guidance to others in the application and planning of the skills would be characteristic.

Applications may involve responsibility for, and limited organisation of, others.

Method of assessment

The purpose of this unit is to define the standard of performance to be achieved in the workplace. In undertaking training and assessment activities related to this unit, consideration should be given to the implementation of appropriate diversity and accessibility practices in order to accommodate people who may have special needs. Additional guidance on these and related matters is provided in ICA05 Section 1.

Competency in this unit should to be assessed using summative assessment to ensure consistency of performance in a range of contexts. This unit can be assessed either in the workplace or in a simulated environment. However, simulated activities must closely reflect the workplace to enable full demonstration of competency.

Assessment will usually include observation of real or simulated work processes and procedures and/or performance in a project context as well as questioning on underpinning knowledge and skills. The questioning of team members, supervisors, subordinates, peers and clients where appropriate may provide valuable input to the assessment process.

Guidance information for assessment

The interdependence of units for assessment purposes may vary with the particular project or scenario.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

ICAA4047B Determine project specifications and secure client agreement

ICAD4043B Develop and present a feasibility report

An individual demonstrating this competency would be able to:

Demonstrate understanding of a broad knowledge base incorporating some theoretical concepts

Apply solutions to a defined range of unpredictable problems

Identify and apply skill and knowledge areas to a wide variety of contexts, with depth in some areas

Identify, analyse and evaluate information from a variety of sources

Take responsibility for own outputs in relation to specified quality standards

Take limited responsibility for the quantity and quality of the output of others

Maintain knowledge of industry products and services


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.

Required skills

Problem solving skills for a defined range of unpredictable problems involving participation in the development of strategic initiatives

Communication skills in relation to analysis, evaluation and presentation of information (e.g. when questionnaires or material needed for workshops and interviews are developed and trialled)

Teamwork skills involving the contribution to solutions

Group facilitation and presentation skills in relation to transferring and collecting information and gaining consensus

Research skills for specifying, analysing and evaluating broad features of a particular business domain

Required knowledge

Detailed knowledge of the client business area

Broad knowledge of data gathering techniques

Software products related to data capture

Features and capabilities, with detailed knowledge in areas related to the client

Broad knowledge of the role of stakeholders and the degree of stakeholder involvement

Detailed knowledge of the organisation's current functionality

Physical requirements of the client's business, taking into account current system functionality, geography, environment, client user and cost constraints

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.

Problem may be in reference to:

business

system

network

people in the organisation; there may be a business need or opportunity that must be addressed

System may include but is not limited to:

network equipment

cabling infrastructure

software

business

computers

financial system

management system

information system

Information gathering method may include but is not limited to:

interviews

questionnaires

surveys

focus groups or observation

physical site surveys

vendor offerings

Client may include but is not limited to:

internal departments

external organisations

customers

individual people

employees

Documentation may include:

ISO/IEC/IEEE/IETF/AS standards

audit trails

naming standards

version control

project management templates

report writing principles

Appropriate person may include:

a supervisor

teacher

authorised business representative

client

System requirements may include but is not limited to:

system functionality

geography

environment

client user

cost constraints

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 the business problem to be investigated including determination of system boundaries, scope and the development methodology to be used 
Choose information gathering method and develop questions appropriate to business problem 
Develop objectives and identify expected outcomes to be achieved 
Document the business problem 
Submit documentation to appropriate person for substantiation 
Use chosen information gathering method to identify clients of the system and problems they encounter 
Record client responses 
Analyse gathered information to identify new systemrequirements and establish problem specifications 
Document system requirements and problems 
Analyse physical requirements and identify changes required to implement new systems 
Check documentation to ensure it meets client business needs 
Submit documentation to the client for verification of accuracy and approval 
Make changes to the documentation as necessary as indicated by the client 
Submit documentation to client for final approval/sign-off 

Forms

Assessment Cover Sheet

ICAA4041C - Determine and confirm client business expectations and needs
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

ICAA4041C - Determine and confirm client business expectations and needs

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: