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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Plan an evaluation
   • Identify and confirm the purpose of the evaluation with client and stakeholders.
   • Identify and prioritise the needs of the stakeholders.
   • Identify, obtain and develop the necessary resources.
   • Validate the evaluation plan with stakeholders including:
2. methodology
3. responsibility of appropriate personnel for conducting and participating in evaluations
4. performance indicators
5. agreement for data collection, storage and retrieval
6. procedures for editing and disseminating reports
7. agreement of the financing
   • Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information.
   • Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation.
8. Develop performance indicators
   • Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors.
   • Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources.
9. Conduct the evaluation
   • Gather and analyse program and organisational data to identify past, current and future performance.
   • Identify and record potentially useful information which is not identified in the evaluation plan.
   • Collate and process data relevant to the evaluation.
   • Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns.
   • Assess trends in performance in terms of organisational short and long term objectives.
10. Identify options for improvement
    • Identify factors inhibiting performance.
    • Review organisational program to include factors that promote performance in line with available resources.
11. Report on evaluation findings
    • Document issues and conclusions arising from the analysis conducted.
    • Make recommendations to stakeholders on areas of possible improvement.
    • Discuss preliminary findings with stakeholders.
    • Prepare a range of reports to meet the differing needs of stakeholders.
12. Plan an evaluation
    • Identify and confirm the purpose of the evaluation with client and stakeholders.
    • Identify and prioritise the needs of the stakeholders.
    • Identify, obtain and develop the necessary resources.
    • Validate the evaluation plan with stakeholders including:
    • methodology
    • responsibility of appropriate personnel for conducting and participating in evaluations
    • performance indicators
    • agreement for data collection, storage and retrieval
    • procedures for editing and disseminating reports
    • agreement of the financing
    • Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information.
    • Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation.
13. Develop performance indicators
    • Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors.
    • Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources.
14. Conduct the evaluation
    • Gather and analyse program and organisational data to identify past, current and future performance.
    • Identify and record potentially useful information which is not identified in the evaluation plan.
    • Collate and process data relevant to the evaluation.
    • Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns.
    • Assess trends in performance in terms of organisational short and long term objectives.
15. Identify options for improvement
    • Identify factors inhibiting performance.
    • Review organisational program to include factors that promote performance in line with available resources.
16. Report on evaluation findings
    • Document issues and conclusions arising from the analysis conducted.
    • Make recommendations to stakeholders on areas of possible improvement.
    • Discuss preliminary findings with stakeholders.
    • Prepare a range of reports to meet the differing needs of stakeholders.

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

evaluating information management systems, policies and procedures of an organisation

selecting relevant evaluation information and documentation

accessing and interpreting the organisation's standards, missions, values and objectives

analysing records/notes of the evaluation process

explaining the evaluation process

giving clear and precise instructions and advice

discussing the evaluation process with other relevant people

seeking information relevant to the evaluation

discussing the evaluation outcome with the stakeholders

developing resources to support the evaluation process

communicating with key stakeholders

producing and maintaining documentation

planning projects, work programs

coordinating the work of self and others

investigating training and workforce data

determining and implementing improvement

writing evaluation reports

analysing trend

creating performance indicators

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Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

program design considerations (cost, equality, technically valid, ethics)

quantitative and qualitative methods for monitoring and evaluation

data management

ethical considerations

organisational structures and lines of management authority

terminology relating to quality evaluation processes

evaluation models/methods

records management systems of the organisation

relevant policy, legislation, codes of practice and national standards, including Commonwealth and state/territory legislation

business and Human Resource models

WHS relating to planning and conducting an evaluation

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