This unit applies to managing resources in accordance with a business plan for typical engineering processes, projects or services.

This unit only has application in qualifications that are not points based.

Band: 0

Unit Weight: 0

Path 1

MEM16006A

Organise and communicate information

ELEMENT

PERFORMANCE CRITERIA

1. Participate in team business planning

1.1. Work with others in an engineering environment.

1.2. Work with others to develop the engineering team's performance plan.

1.3. Implement processes to monitor and adjust team performance.

2. Develop client relations

2.1. Ensure delivery of quality engineering products and services.

3. Manage cost

3.1. Monitor costs and cash flow.

3.2. Prepare financial records.

3.3. Monitor maintenance of assets/resources.

3.4. Manage waste and recycling across engineering operations/projects.

4. Manage physical resources

4.1. Develop a physical resource and energy distribution plan.

4.2. Manage physical resources and energy distribution efficiently and in a sustainable manner.

4.3. Ensure compliance with regulations and OHS&E procedures.

5. Manage human resources and relations

5.1. Develop a flexible workforce plan.

5.2. Manage performance of staff.

5.3. Manage staff training and education including organizational skills audit and staff assessment.

6. Manage business information

6.1. Prepare and present business plans/budgets in accordance with the organisation's guidelines and requirements.

7. Monitor and review service delivery

7.1. Develop performance indicators to measure levels of service.

7.2. Review the achievement of service indicators where appropriate.

Required skills

Look for evidence that confirms skills in:

understanding of engineering team member roles, responsibilities and accountabilities

implementing team performance plan

evaluating engineering team's performance against the performance plan

adjusting the engineering team's performance plan in accordance with the organisation's continuous improvement processes

providing quality engineering products and services to meet the client's needs

obtaining feedback is from clients on the products and services provided

monitoring costs and cash flows

preparing and maintaining financial records

maintaining assets and resources and determining and recording associated costs

minimising and/or recycling waste products

providing for physical resources required by the processes, products, services or projects in the resources plan

utilising development processes and/or alternative sources to overcome resource deficiencies

providing for efficiency improvements and sustainability in physical resources and energy management plans

sourcing and using data on resources and energy usage

recording and maintaining regulations and safety requirements associated with the handling, storage and use of resources

training personnel in the handling, storage and use of resources in accordance with readily accessible procedures and data sheets

performing risk assessment related to the handling, storage and use of resources

identifying skills training required to overcome skills gaps

coaching and mentoring team members as required to optimise procedures

implementing remuneration policy that recognises staff performance and industrial relations issues

performing staff training and education procedures

completing organisational skills audits and staff assessments

preparing business plans/budgets

developing service performance indicators

reviewing performance and service performance indicators where available in service delivery

Required knowledge

Look for evidence that confirms knowledge of:

the purpose, roles, responsibilities and accountabilities of the engineering team and its members

the organisation's business plan policies and practices

the competencies of team members

the ways in which the team can benefit from the diversity of its membership

the organisation's continuous improvement policies and procedures

the procedures for monitoring team performance

client's engineering requirements

alternative supply options and the implications of those options for customers

budgeted costs and projected cash flows

actual costs, compared and contrasted to budgets and projections

cost control strategies

financial records to be kept

the procedures for preparing and maintaining financial records

the financial impact of a variety of maintenance strategies on overall costs

the waste products associated with the process

opportunities for recycling waste products

strategies to minimise waste

the costs and benefits of waste minimisation and recycling opportunities

corporate reporting on environmental matters

physical resource and energy requirements to meet process, product, service, project design and business goals

physical resource and energy requirements are reviewed to ensure efficient and sustainable use.

physical resources and energy management information systems appropriate for the effective storage and retrieval of data for decision making

the procedures for preparing physical resources and energy use data for business plans/budgets

personnel access and understand regulations and procedures related to handling, storage and use of resources, evacuation, fire and accident.

training in handling, storage and use of resources, evacuation, fire and accident

risk assessment related to the handling, storage and use of resources

operating procedures associated with the use of resources

human resource requirements to meet business goals

legislative and regulatory requirements relating to the selection and employment of personnel

skill gaps

performance management procedures for staff in relation to business plan

coaching, mentoring and financial reward policies in relation to business plan.

staff training and education, organizational skills audit processes and staff assessment procedures

management information systems appropriate for the effective storage and retrieval of data for decision making

the procedures for preparing business plans/budgets

measures of appropriate service provision

the capability of the organisation to deliver the required service

strategies to improve upon agreed service indicators

the capability alterations required to achieve revised service indicators

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

A person who demonstrates competency in this unit must be able to manage engineering resources. Competency in this unit cannot be claimed until all prerequisites have been satisfied.

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

Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts.

Context of and specific resources for assessment

This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is the candidate is not in productive work, then an appropriate simulation must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team. The assessment environment should not disadvantage the candidate.

This unit could be assessed in conjunction with any other units addressing the safety, quality, communication, materials handling, recording and reporting associated with managing engineering resources or other units requiring the exercise of the skills and knowledge covered by this unit.

Method of assessment

Assessors should gather a range of evidence that is valid, sufficient, current and authentic. Evidence can be gathered through a variety of ways including direct observation, supervisor's reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency. The candidate must have access to all tools, equipment, materials and documentation required. The candidate must be permitted to refer to any relevant workplace procedures, product and manufacturing specifications, codes, standards, manuals and reference materials.

Guidance information for assessment

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.

Engineering environment

Refers to a real or simulated environment dealing in engineering practices/functions/services.

Business plans

Refers to the development of plans for personal and team performance to meet agreed business objectives This is to be carried out in an inclusive manner which encourages team participation

OHS&E

Occupational Health Safety and Environment recognizes that stakeholders in workplace activity include the workforce exposed to worksite conditions, materials and processes of the activity and the broader community exposed to environmental effects of the activity. Apply in accordance with organisational policies and statutory and regulatory requirements.

Unit sector

Management and organisation

This unit contains employability skills.