Required skills

communication skills to communicate effectively verbally and in writing with a variety of people of diverse backgrounds

interpersonal skills to demonstrate networking and relationshipbuilding techniques

selfmanagement skills to set goals in terms of

number of clients or customers to contact

developing new relationships

maintaining existing relationships

technology skills to

access and maintain database systems

use custommade software to track contact with clients and professionals and thirdparty referrals

literacy skills to

write reports and letters

use promotional and marketing tools and techniques

Required knowledge

local and international economic environment and trends

marketing and public relations tools and media

relevant legislation and regulations

negotiation and communication principles

information sources to identify relevant associations conferences and other relationship building opportunities

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 ability to

liaise develop and secure longstanding and effective relationships

apply high level communication negotiation interpersonal and relationship management skills

apply knowledge of the goals policies and procedures of the organisation

consider and adapt special needs of customers including culture language race religion ethnic origin socioeconomic status and demographic needs

Context of and specific resources for assessment

Assessment must ensure

access to range of client enquiries instructions and transactions

access to actual or simulated case studies

reference to networks associations and other business opportunities

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledgeThe following examples are appropriate for this unit

analysis of responses to case studies and scenarios

direct questioning combined with review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the candidate

observation of role plays

Guidance information for assessment

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

Organisation's policies and procedures may include:

Legislative, regulatory and professional codes of practice may include:

Organisation's social, business and ethical standards may include:

Confidentiality may include:

Interpersonal styles and methods may include:

Business and professional networks may include:

Other professionals and third parties may include:

Referral business may include:

Appropriate communication channels may include:

Designated individual may include: