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Evidence Guide: TLIP5008A - Manage a transport and logistics business unit

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

 

TLIP5008A - Manage a transport and logistics business unit

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

Identify market

  1. Existing customers are identified and feedback gained regarding performance
  2. Improvements are planned to increase service provision
  3. Potential customers are identified and arrangements are made to target potential customers
Existing customers are identified and feedback gained regarding performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Improvements are planned to increase service provision

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Potential customers are identified and arrangements are made to target potential customers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Set transport and logistics business unit objectives

  1. Goals for the transport and logistics business are identified in accordance with enterprise business plan
  2. Key performance indicators are defined and documented
  3. A strategy to achieve transport and logistics business unit objectives in the short, medium and long term is prepared
  4. Contingency plans are developed in the event that objectives need to be varied
Goals for the transport and logistics business are identified in accordance with enterprise business plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Key performance indicators are defined and documented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

A strategy to achieve transport and logistics business unit objectives in the short, medium and long term is prepared

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contingency plans are developed in the event that objectives need to be varied

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect information for business planning operations

  1. Information on market competitors, potential opportunities and weaknesses of the business is collected, analysed and organised
  2. Available resources are identified taking into account customer needs and the business objectives
Information on market competitors, potential opportunities and weaknesses of the business is collected, analysed and organised

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Available resources are identified taking into account customer needs and the business objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish resources to achieve objectives

  1. Financial flows are planned and scheduled
  2. Information on-costs and resource utilisation is interpreted and budget requirements are identified
  3. Staff and physical resource requirements are identified and costed to meet the business requirements
  4. Job profiles are determined and resources are made available for training to meet business objectives
  5. Transport and logistics business unit objectives and related policies and practices are explained to employees
  6. Resource acquisition is managed to ensure business objectives are achieved
Financial flows are planned and scheduled

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Information on-costs and resource utilisation is interpreted and budget requirements are identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Staff and physical resource requirements are identified and costed to meet the business requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Job profiles are determined and resources are made available for training to meet business objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Transport and logistics business unit objectives and related policies and practices are explained to employees

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Resource acquisition is managed to ensure business objectives are achieved

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage business unit performance

  1. Systems and processes are established to assess progress in achieving profit/productivity plans and targets
  2. Systems for resource acquisition and usage are established
  3. Financial information is analysed and interpreted to monitor profit/productivity performance
  4. Systems and processes are monitored to establish whether resources are being used as planned
  5. Problems with resource usage are investigated and rectified
  6. Effective action is taken to reduce costs and enhance value to customers and/or enterprise
  7. Recommendations for variations to operational plans are negotiated and approved by any relevant parties
  8. Performance reports are generated in accordance with enterprise procedures
Systems and processes are established to assess progress in achieving profit/productivity plans and targets

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Systems for resource acquisition and usage are established

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Financial information is analysed and interpreted to monitor profit/productivity performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Systems and processes are monitored to establish whether resources are being used as planned

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Problems with resource usage are investigated and rectified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Effective action is taken to reduce costs and enhance value to customers and/or enterprise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recommendations for variations to operational plans are negotiated and approved by any relevant parties

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Performance reports are generated in accordance with enterprise procedures

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 knowledge and skills, the range statement and the assessment guidelines for this Training Package.

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and equipment, and

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through activities in an appropriately simulated environment, and/or

in an appropriate range of situations in the workplace

Required Skills and Knowledge

REQUIRED KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Australian and international regulations, codes of practice and legislative requirements relevant to business unit activities

Relevant OH&S and environmental procedures and regulations

Workplace policies and processes for the management of a transport and logistics business unit

Problems that may occur when managing a transport and logistics business unit, and action that can be taken to report or resolve the problems

Hazards and risks that may arise during the management of a transport and logistics business unit, and ways of controlling the risks involved

Business policies and priorities

Market intelligence relevant to business operations

Information on key competitors' operations, strengths and weaknesses

Focus of operation of work systems, resources, management and workplace operating systems

Quality and customer service standards, policies and procedures

Application of relevant Australian and international standards and associated certification requirements

Resource availability including the competencies of individuals in the team and group

The application of current competencies within functional activity

Required skills:

Communicate effectively with others when managing a transport and logistics business unit

Read and interpret operational data, regulatory requirements, market intelligence, finance, budgetary information and business policies relevant to the management of a transport and logistics business unit

Prioritise work and coordinate self and others in relation to business activities

Complete documentation related to the management of a transport and logistics business unit

Operate electronic communication equipment to required protocol

Work collaboratively with others when managing a transport and logistics business unit

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems that may arise when managing a transport and logistics business unit in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unanticipated situations that may arise when managing a transport and logistics business unit

Apply precautions and required action to minimise, control or eliminate hazards that may exist during work activities

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Apply fatigue management knowledge and techniques

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Operate and adapt to differences in equipment in accordance with standard operating procedures

Select and use required personal protective equipment conforming to industry and OH&S standards

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.

The business unit may be:

a complete small business enterprise

a unit within a larger organisation, within the warehousing, storage, transport, and logistics industries

This unit requires the application of:

system management processes to ensure business objectives are achieved

Customers may be:

internal or external

Operations may be conducted:

by day or night

any weather conditions

The workplace environment may involve:

twenty-four hour operation

single and multi-site locations

large, medium and small workplaces

Services, products, risks, work systems and requirements:

potentially vary in different sections of the workplace

Consultative processes may involve:

employees, supervisors and managers

customers and suppliers

relevant authorities, government departments and institutions

representatives of other enterprises and organisations with an interest in the business activities of the unit/organisation

industrial relations and OH&S specialists

other professional or technical staff

Communications systems may involve:

fixed and mobile telephone

radio

fax

email

electronic data transfer of information

mail and internal memo

Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:

company procedures

enterprise procedures

organisational procedures

established procedures

Documentation/records may include:

Australian codes of practice and regulations relevant to business unit operations

business policies and operating procedures

operations manuals, job specifications and procedures and induction documentation

supplier and/or client instructions

relevant Australian Standards, criteria and certification requirements

communications technology equipment and oral, aural or signed communications

quality assurance standards and procedures

emergency procedures

relevant competency standards and training materials

QA plans, data and document control

conditions of service, legislation and industrial agreements including workplace agreements and awards

Applicable regulations and legislation may include:

regulations and codes of practice relevant to business unit operations

relevant codes and regulations for the carriage and storage of hazardous substances and dangerous goods, where applicable

relevant Australian Standards and certification requirements

relevant trade practices legislation

relevant state/territory OH&S legislation

relevant state/territory environmental protection legislation

relevant workplace relations legislation

relevant workers compensation legislation

equal opportunity, equal employment opportunity and affirmative action legislation