Elements and Performance Criteria

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.
Information may include:
archived, filed and historical background data
continuous improvement and quality assurance data
data available internally or externally
data shared and retrieved in various forms such as in writing or verbally, electronically or manually
financial and contractual data
marketing and customer-related data
organisational performance data
planning and organisational documents
policies and procedures.
Plans and procedures may include:
action plans, project plans or more formal planning tools in line with organisational procedures and levels of own responsibility
informal documents outlining a series of planned actions or steps
organisational procedures such as Standard Operating Procedures, record keeping procedures
organisational processes and procedures used to obtain information, with consideration given to meeting legislative requirements, such as privacy, anti-discrimination.
Relevant personnel may include:
colleagues and specialist resource managers
OHS committees and OHS representatives
supervisors, managers and other staff/employees
other people with specialist responsibilities.
Management information systems may be:
the entire infrastructure of an organisation, including personnel, and the components for the collection, processing, storage, transmission, display, dissemination, and disposition of information.
Technology may include:
computerised systems and software such as databases, project management and word-processing
telecommunications devices
other technology available in the workplace and used to carry out work roles and responsibilities.
Designated persons or groups may include:
groups designated in workplace policies and procedures
the frontline manager's supervisors or others with management roles and responsibilities concerning information systems
other stakeholders accessing the information system such as customers and service providers
other work groups or teams whose work will be affected by the system.
Business plans and/or budgets may refer to:
cash flow projections
long or short term budgets/plans relative to own responsibilities
operational plans
spreadsheet-based financial projections
targets or Key Performance Indicators (KPIs) for production, productivity, wastage, sales, income and expenditure.
Contingency plans will usually be developed by others and may include:
contracting out or outsourcing human resource and other functions or tasks
diversification of outcomes
finding cheaper or lower quality raw materials and consumables
increasing sales or production
recycling and re-use
rental, hire purchase or alternative means of procurement of required materials, equipment and stock
restructuring of organisation to reduce labour costs
risk identification, assessment and management processes
seeking further funding
strategies for reducing costs, wastage, stock or consumables.
Colleagues may include:
employees at the same level or more senior managers
OHS representatives
people from a wide variety of social, cultural and ethnic backgrounds and physical and mental abilities
team members.
Resource planning data may relate to:
buildings/facilities
equipment/technology
finance
information
people
power/energy
targets or Key Performance Indicators (KPIs) for production, productivity, wastage, sales, income and expenditure
time.
Resourcing may include:
purchasing or ordering of goods
stock requirements/requisitions
supply of resources.

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 following is essential:
using management information system to collect, store and retrieve data supporting the preparation of business plans and/or budgets
involving the work team in planning and budget preparation
estimating resource needs and usage according to organisational requirements and allocating or acquiring resources within limits of own role.

Context of and specific resources for assessment
Assessment must ensure:
access to appropriate documentation and resources normally used in the workplace.

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:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
records produced from working in a team, such as:
reports
minutes or records of meetings
work journals or diaries
learning and development plans developed with team members
records of actions taken to address issues raised by team members.

Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
BSBCUS301A Deliver and monitor a service to customers
BSBFLM305C Support operational plan
BSBFLM312C Contribute to team effectiveness
BSBCMN311B Maintain workplace safety.