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?
Discuss and confirm arrangements for ongoing service
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Ongoing service options are identified for the client and appropriate options recommended Completed |
Evidence:
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The ongoing standard of service is proposed for the client including quality parameters, reporting frequency and arrangements for reviews and client initiated changes Completed |
Evidence:
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Fees and charges for ongoing service are explained and confirmed to the client Completed |
Evidence:
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An agreement for ongoing service is developed when agreement is reached Completed |
Evidence:
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Establish procedures for providing ongoing service
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Personnel to implement each action in the ongoing service arrangements are identified and briefed Completed |
Evidence:
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Internal and external documentation requirements are identified and followed Completed |
Evidence:
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Key revision dates are diarised and client contact arrangements established Completed |
Evidence:
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Monitoring procedures are established for critical timings and priorities and client objectives are periodically reviewed Completed |
Evidence:
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Undertake and/or supervise review of financial plan
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Arrangements are established for reviewing the ongoing relevance and performance of the financial plan Completed |
Evidence:
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Arrangements are made for reviewing quality of ongoing service with the authorised representative ensuring the quality of ongoing service meets organisation and regulatory requirements Completed |
Evidence:
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Instructions are issued to internal and external personnel as per plan requirements with checks and follow-ups made on lodgement of documentation to ensure plan timings are met Completed |
Evidence:
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Fees and charges are obtained by the authorised representative and processed according to organisation and legislative requirements Completed |
Evidence:
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Clear arrangements are established for clients to contact representatives at any time with concerns or queries Completed |
Evidence:
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