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Evidence Guide: BSBSMB411A - Manage specialist external advisory services

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

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BSBSMB411A - Manage specialist external advisory services

What evidence can you provide to prove your understanding of each of the following citeria?

Locate specialist external advisory services

  1. Identify skill gaps of current staff to determine the nature of the external expertise required to meet the business need
  2. Research information about the specialist services to determine if there are any specific industry or regulatory requirements that apply to the service
  3. Prioritise the services required by the business and document according to organisational procedures
  4. Determine the estimated cost of the services and identify the budget or funding source to purchase external expertise
Identify skill gaps of current staff to determine the nature of the external expertise required to meet the business need

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research information about the specialist services to determine if there are any specific industry or regulatory requirements that apply to the service

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prioritise the services required by the business and document according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine the estimated cost of the services and identify the budget or funding source to purchase external expertise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select a specialist advisor or company

  1. Organise a quote or advertise for the provision of the specialist service according to organisational requirements
  2. Establish a process and criteria for shortlisting the potential contractors
  3. Select the most suitable applicant according to the established criteria and the business’ requirements and procedures
  4. Document the selection process and outcome following organisational procedures
  5. Ensure successful and unsuccessful applicants are advised of the outcome and provided with feedback if needed
Organise a quote or advertise for the provision of the specialist service according to organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish a process and criteria for shortlisting the potential contractors

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select the most suitable applicant according to the established criteria and the business’ requirements and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document the selection process and outcome following organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure successful and unsuccessful applicants are advised of the outcome and provided with feedback if needed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate services to be provided

  1. Review and clearly specify the terms and conditions of the quotation or contract
  2. Clarify and confirm what is required of the specialist advisor, including expectations of performance and outcomes
  3. Obtain and action legal advice on contract requirements, if necessary
  4. Formally sign off on the quotation or contract following organisational procedures
  5. Familiarise the specialist advisor with the business and its personnel as part of induction
Review and clearly specify the terms and conditions of the quotation or contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify and confirm what is required of the specialist advisor, including expectations of performance and outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain and action legal advice on contract requirements, if necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Formally sign off on the quotation or contract following organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Familiarise the specialist advisor with the business and its personnel as part of induction

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor performance

  1. Check that milestones and deliverables are achieved according to the terms and conditions of the quotation or contract
  2. Discuss progress and review against agreed terms and conditions in line with organisational procedures
  3. Collaborate to raise any issues or concerns, and follow up and document according to organisational procedures
  4. Organise progress and final payments against milestones and key deliverables in a timely manner according to organisational procedures
  5. Evaluate effectiveness and suitability of the specialist advisor in achieving the objectives
Check that milestones and deliverables are achieved according to the terms and conditions of the quotation or contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss progress and review against agreed terms and conditions in line with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collaborate to raise any issues or concerns, and follow up and document according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise progress and final payments against milestones and key deliverables in a timely manner according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate effectiveness and suitability of the specialist advisor in achieving the objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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:

locate and select a specialist external advisory service relevant to the business that meets specific organisational requirements

negotiate and document the services required, including terms and conditions

monitor the milestones and deliverables, and evaluate the effectiveness of the specialist external advisory services.

Context of and specific resources for assessment

Assessment must ensure:

access to relevant documentation

candidate’s individual business need is used as the basis for assessment.

Method of assessment

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

portfolio of prioritised information relating to external expert services or specialist advice relevant to the business

oral or written questioning to assess knowledge of specialist services relevant to the candidate’s business.

Guidance information for assessment

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

BSBSMB404A Undertake small business planning

BSBSMB405B Monitor and manage small business operations

BSBSMB410A Review and implement energy efficiency in business operations.

Required Skills and Knowledge

Required skills

analytical skills to identify required expertise for the business

communication skills to request and convey information to others

literacy skills to interpret a range of contractual information, business documentation and technical specifications

negotiation and conflict-resolution skills to finalise and monitor contracted services

numeracy skills to analyse and compare data, including quotations and costs

research skills to source and analyse information about advisory services.

Required knowledge

key steps in engaging external specialist advisors or services

negotiation and conflict-resolution strategies

organisational and industry requirements relating to specialist advisory services for the business:

required licences, industry registration, government approval, and professional membership

minimum qualifications

vendor approval or certification.

Range Statement

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.

External expertise may include:

accounting and financial planning

business development

environmental and sustainability expertise:

energy efficiency and clean energy

fleet vehicles and transportation

product expertise

review and audit experience

waste management and recycling

IT and computing:

cloud computing

supply of equipment

technical support

trade skills

legal

project management

research

training:

accredited

formal and non-formal.

Information may include:

directories

government departments, such as:

Consumer Affairs

Office of Fair Trading

industry and professional associations

networks and recommendations

newspaper and online advertisements.

Specific industry or regulatory requirements may include:

government approvals

licences, such as:

for financial planning

trade licences

industry registration

membership of professional associations

minimum qualifications

vendor approval or certification.