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Evidence Guide: FNSPIM511 - Facilitate the setting and achievement of goals

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!

From the Wiki University

 

FNSPIM511 - Facilitate the setting and achievement of goals

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

Prepare for client meeting

  1. Obtain and analyse information about the client to inform the initial goal setting and planning meeting with the client
  2. Use organisational tools to guide the assessment of the client information and their needs
  3. Evaluate client support requirements and determine appropriate setting for conducting the planning meeting
  4. Prepare client for the meeting and contact to arrange meeting according to organisational procedures
Obtain and analyse information about the client to inform the initial goal setting and planning meeting with the client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use organisational tools to guide the assessment of the client information and their needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate client support requirements and determine appropriate setting for conducting the planning meeting

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare client for the meeting and contact to arrange meeting according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct goal setting and planning conversation

  1. Explain the purpose and desired outcomes of the goal setting and planning meeting using appropriate approaches for working with clients
  2. Assist clients to identify their goals, aspirations, current life circumstances and desired supports
  3. Provide information and assistance as required during the meeting
  4. Document agreed outcome focused goals and supports in an appropriate format for the client
Explain the purpose and desired outcomes of the goal setting and planning meeting using appropriate approaches for working with clients

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist clients to identify their goals, aspirations, current life circumstances and desired supports

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide information and assistance as required during the meeting

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document agreed outcome focused goals and supports in an appropriate format for the client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and finalise client plan

  1. Review all available information to identify level and type of supports required by the client
  2. Determine if a specialist needs assessment is required and make the request according to organisational criteria and procedures
  3. Explore options for implementing and managing the plan according to client choice and control principles
  4. Assess actual and potential risks and safeguards relating to the plan in consultation with the client
  5. Determine and obtain client agreement on a plan that outlines supports, funds and management arrangements
  6. Document the rationale for the plan and ensure sufficient, relevant evidence is provided according to organisational procedures
  7. Communicate the final approved plan and rationale for decisions to the client using the most appropriate language, terms and modes of communication
Review all available information to identify level and type of supports required by the client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine if a specialist needs assessment is required and make the request according to organisational criteria and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explore options for implementing and managing the plan according to client choice and control principles

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess actual and potential risks and safeguards relating to the plan in consultation with the client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine and obtain client agreement on a plan that outlines supports, funds and management arrangements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document the rationale for the plan and ensure sufficient, relevant evidence is provided according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate the final approved plan and rationale for decisions to the client using the most appropriate language, terms and modes of communication

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow review and appeal procedures

  1. 4.1 Consider any requests for a review of decisions in accordance with clients' rights
  2. Assist clients with information about review and appeal processes as required
  3. Make changes to the original decision where appropriate within delegated authority and according to organisational procedures
4.1 Consider any requests for a review of decisions in accordance with clients' rights

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist clients with information about review and appeal processes as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make changes to the original decision where appropriate within delegated authority and according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and review client plans

  1. Monitor plan implementation including allocated funding if relevant according to organisational policies and procedures
  2. Conduct a review of the plan in conjunction with the client by the specified review date or where requested by the client
  3. Revise or create a new plan if required in conjunction with the client in accordance with organisational policies and procedures
Monitor plan implementation including allocated funding if relevant according to organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Conduct a review of the plan in conjunction with the client by the specified review date or where requested by the client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Revise or create a new plan if required in conjunction with the client in accordance with organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare for client meeting

1.1 Obtain and analyse information about the client to inform the initial goal setting and planning meeting with the client

1.2 Use organisational tools to guide the assessment of the client information and their needs

1.3 Evaluate client support requirements and determine appropriate setting for conducting the planning meeting

1.4 Prepare client for the meeting and contact to arrange meeting according to organisational procedures

2. Conduct goal setting and planning conversation

2.1 Explain the purpose and desired outcomes of the goal setting and planning meeting using appropriate approaches for working with clients

2.2 Assist clients to identify their goals, aspirations, current life circumstances and desired supports

2.3 Provide information and assistance as required during the meeting

2.4 Document agreed outcome focused goals and supports in an appropriate format for the client

3. Prepare and finalise client plan

3.1 Review all available information to identify level and type of supports required by the client

3.2 Determine if a specialist needs assessment is required and make the request according to organisational criteria and procedures

3.3 Explore options for implementing and managing the plan according to client choice and control principles

3.4 Assess actual and potential risks and safeguards relating to the plan in consultation with the client

3.5 Determine and obtain client agreement on a plan that outlines supports, funds and management arrangements

3.6 Document the rationale for the plan and ensure sufficient, relevant evidence is provided according to organisational procedures

3.7 Communicate the final approved plan and rationale for decisions to the client using the most appropriate language, terms and modes of communication

4. Follow review and appeal procedures

4.1 Consider any requests for a review of decisions in accordance with clients' rights

4.2 Assist clients with information about review and appeal processes as required

4.3 Make changes to the original decision where appropriate within delegated authority and according to organisational procedures

5. Monitor and review client plans

5.1 Monitor plan implementation including allocated funding if relevant according to organisational policies and procedures

5.2 Conduct a review of the plan in conjunction with the client by the specified review date or where requested by the client

5.3 Revise or create a new plan if required in conjunction with the client in accordance with organisational policies and procedures

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare for client meeting

1.1 Obtain and analyse information about the client to inform the initial goal setting and planning meeting with the client

1.2 Use organisational tools to guide the assessment of the client information and their needs

1.3 Evaluate client support requirements and determine appropriate setting for conducting the planning meeting

1.4 Prepare client for the meeting and contact to arrange meeting according to organisational procedures

2. Conduct goal setting and planning conversation

2.1 Explain the purpose and desired outcomes of the goal setting and planning meeting using appropriate approaches for working with clients

2.2 Assist clients to identify their goals, aspirations, current life circumstances and desired supports

2.3 Provide information and assistance as required during the meeting

2.4 Document agreed outcome focused goals and supports in an appropriate format for the client

3. Prepare and finalise client plan

3.1 Review all available information to identify level and type of supports required by the client

3.2 Determine if a specialist needs assessment is required and make the request according to organisational criteria and procedures

3.3 Explore options for implementing and managing the plan according to client choice and control principles

3.4 Assess actual and potential risks and safeguards relating to the plan in consultation with the client

3.5 Determine and obtain client agreement on a plan that outlines supports, funds and management arrangements

3.6 Document the rationale for the plan and ensure sufficient, relevant evidence is provided according to organisational procedures

3.7 Communicate the final approved plan and rationale for decisions to the client using the most appropriate language, terms and modes of communication

4. Follow review and appeal procedures

4.1 Consider any requests for a review of decisions in accordance with clients' rights

4.2 Assist clients with information about review and appeal processes as required

4.3 Make changes to the original decision where appropriate within delegated authority and according to organisational procedures

5. Monitor and review client plans

5.1 Monitor plan implementation including allocated funding if relevant according to organisational policies and procedures

5.2 Conduct a review of the plan in conjunction with the client by the specified review date or where requested by the client

5.3 Revise or create a new plan if required in conjunction with the client in accordance with organisational policies and procedures

Evidence of the ability to:

access, source and maintain current information relating to relevant legislation and organisational procedures

use relationship based approaches to facilitate goal setting for clients

prepare, finalise and review client plans

apply the underpinning principles of relevant regulations and organisational guidelines in working with clients and other stakeholders.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

describe the role of the delegate or representative and the client in developing statements of goals and aspirations

outline the key principles that underpin relevant regulations in relation to planning, assessment and review processes

outline principles of client choice and control and their application to setting and achieving goals

describe strategies for tailoring relationship based approaches when working with clients

describe the application of a strength based approach when determining goals and aspirations

outline approaches used in setting goals and measuring outcomes

outline ways in which risks and safeguards can be discussed with clients

explain types and levels of safeguards and strategies that can be implemented to reduce or manage a client's potential exposure to harm

outline the types of supports that could be provided by:

support network

family

community

mainstream

internal services

explain guidelines and principles relating to privacy, confidentiality and consent

outline the circumstances and procedures relating to review and appeal including internal and external processes.