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!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Establish criteria for identifying key relationships
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A definition for identifying a client as a key relationship to the organisation is established Completed |
Evidence:
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The definition for key relationships is communicated to staff and, if relevant, to agents for the organisation Completed |
Evidence:
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Arrangements are made to regularly review the organisation definition of key relationships to take into account changing market conditions and client profiles Completed |
Evidence:
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Identify key relationships
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Existing clients are reviewed by representatives and management, using the definition for key relationships, to form a database of key relationship clients Completed |
Evidence:
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Senior representatives are identified and/or allocated to each key relationship Completed |
Evidence:
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All staff are informed of key relationships and the responsible representative for each key relationship Completed |
Evidence:
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Establish service structures for key relationships
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Appropriate training is given to representatives who deal with key relationships Completed |
Evidence:
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Administrative and research arrangements to support key relationships are established Completed |
Evidence:
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Service guidelines including terms of trade and fees are established for key relationships and communicated to representatives Completed |
Evidence:
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Organisation capacity briefs are prepared for key relationships including clear statements on standards of service, quality assurance procedures, reporting arrangements and compliance with legislative and regulatory requirements Completed |
Evidence:
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Establish monitoring procedures for key relationship services
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Procedures for representatives to report on key relationship service delivery are established Completed |
Evidence:
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Reporting arrangements that protect client confidentiality and comply with industry codes of practice and legislative and regulatory requirements are established Completed |
Evidence:
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Client satisfaction surveys are conducted with key relationships and results communicated to staff Completed |
Evidence:
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Complaints are resolved efficiently and analysed for potential service improvements Completed |
Evidence:
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Regular reviews are made of key relationship service delivery against organisation standards and Key Performance Indicators (KPIs) Completed |
Evidence:
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