Elements and Performance Criteria
- Set up a business operation
- Develop a business plan for a small business operation according to business planning guidelines
- Follow the statutory and legal requirements to register a business
- Ensure adequate business insurance policies are held according to business plan and to mitigate risks
- Provide and maintain a vehicle through purchase, lease or hiring purchase, including managing fringe benefits tax (FBT) liabilities according to business plan
- Provide customer service
- Determine and maintain a customer base to support the business plan
- Analyse and determine customer expectations in relation to industry standards
- Provide customer service that meets customer expectations according to enterprise standards
- Monitor and evaluate performance on installations completed against industry standards
- Perform simple financial management tasks
- Record income and expenditure using bookkeeping tools and software according to normal accounting standards
- Construct a simple financial balance sheet using banking records or supply information to accountant according to normal accounting standards
- Calculate simple taxation and superannuation requirements or supply information to accountant according to normal accounting standards
- Complete a Business Activity Statement (BAS) or supply data to accountant according to normal accounting standards
- Cost and quote an installation
- Establish the extent of work to be completed through professional and personable discussions with customer
- Complete a job specification for the quote with cost estimates of time required to complete work
- Estimate and include cost of materials to be used using supplier quoted prices
- Determine and include a margin for profit and ongoing costs for installation according to business plan
- Check finalised quote for accuracy according to established policies and procedures
- Submit quote to customer within agreed timeframe