Application
This unit describes the skills and knowledge required to identify and allocate adequate resources for distribution plans. It encompasses satisfying human resource requirements, providing technology requirements and providing infrastructure requirements.
It applies to individuals who use specialised knowledge and organisational skills to plan and implement strategic organisational activity.
Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Elements and Performance Criteria
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 Performance
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.
Evidence of Knowledge
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 Conditions
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.
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.
Skill | Performance Criteria | Description |
Reading | 2.3, 3.1, 3.2 | Analyses and reviews key information from a variety of sources against specific criteria to determine needs and impacts |
Writing | 1.2, 2.3, 3.1 | Uses clear language, logically structures information and produces documentation using correct organisational formats and procedures |
Oral Communication | 1.2, 1.4, 2.3 | Leads and participates in verbal exchanges using active listening and questioning skills when dealing with a range of personnel in varied situations |
Numeracy | 2.2, 3.1 | Performs calculations to interpret and analyse financial and numerical information relating to budgets |
Navigate the world of work | 1.1-1.5, 2.1, 2.2, 3.1 | Develops and implements strategies to ensure organisational policy, procedures and regulatory requirements are met Ensures knowledge of products, services, legislation and regulations relevant to role is accurate, comprehensive and current |
Interact with others | 1.4, 1.5 | Selects and uses appropriate conventions and protocols to gain and provide information relevant to resource requirements Collaborates with others to achieve joint outcomes, playing an active role in negotiating effective outcomes |
Get the work done | 1.1-1.5, 2.1-2.3, 3.1, 3.2 | Plans, organises, implements and reviews systems and processes to manage resource requirements Applies systematic and analytical decision-making processes for complex and non-routine situations to determine appropriate actions Actively identifies systems, devices and applications with potential to meet current and/or future needs |
Sectors
Insurance life distribution