Unit of competency Outline

Date retreived
22/07/2026 11:39 PM AWST

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Plan and manage meetings

Plan and manage meetings

Unit of competency
National Code
SITXADM004A
State Code
S6487
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
01/01/2011
View on TGA
State Implementation and Classification
Approved Date
27/10/2008
Field of Education
080399 - Business And Management, N.e.c.
Original Release Date
27/10/2008
Nominal Hours
20
Description
This unit describes the performance outcomes, skills and knowledge required to plan and conduct structured meetings involving multiple participants. It requires the ability to write and distribute agendas, chair meetings and write minutes.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1 Plan and prepare for meetings.
  • 1.1 Identify the need for meetings and who should attend.
  • 1.2 Decide on style of meeting and required level of formality according to meeting purpose, occasion, nature of participants and organisation procedures.
  • 1.3 Make arrangements for meeting according to organisational requirements and within designated timelines, including provision for people with special needs.
  • 1.4 Develop an agenda that reflects meeting purpose.
  • 1.5 Research or obtain information on agenda items to enable informed discussion at the meeting.
  • 1.6 Prepare meeting papers and dispatch to participants before the meeting, where appropriate, and within appropriate timeframes.
2 Conduct meetings.
  • 2.1 Chair meetings according to organisation procedures and meeting protocols.
  • 2.2 Encourage open and constructive communication by using appropriate interpersonal and communication styles.
  • 2.3 Reach agreement with meeting participants on meeting goals and conduct.
  • 2.4 Present information and ideas clearly and concisely.
  • 2.5 Give all participants the opportunity to contribute.
  • 2.6 Manage meetings to maintain focus on agreed goals.
  • 2.7 Conduct meetings within agreed times, or adjust times with the agreement of participants.
  • 2.8 Record minutes of meetings where appropriate.
3 Debrief and follow up meetings.
  • 3.1 Process and distribute documentation from meetings.
  • 3.2 Inform colleagues regarding the outcomes of meetings.
  • 3.3 Incorporate work resulting from meetings into the current work schedule, with tasks prioritised and actioned as appropriate.
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 in the performance criteria is detailed below.

Meetings may include:
one-off
regular
teleconferences
videoconferences
committee meetings
board meetings
annual general meetings
project management meetings
formal staff meetings.


Documentation from meetings must include:
agendas
minutes.
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
project or work activities that show the candidate's ability to plan for and conduct effective and structured meetings using appropriate procedures, protocols and documentation
ability to use effective communication skills in the conduct of meetings.


Context of and specific resources for assessment
Assessment must ensure:
management of a meeting in a meeting facility appropriate to size and style of meeting
involvement of multiple meeting participants
use of agendas, minutes and other supporting documentation relevant to subject matter of the meeting.


Methods of assessment
A range of assessment methods should be used to assess the practical skills and knowledge required to plan and manage meetings. The following examples are appropriate for this unit:
direct observation of a meeting chaired by the candidate
review of agendas, minutes and supporting documentation prepared by the candidate
review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
SITXCOM003A Deal with conflict situations
SITXHRM005A Lead and manage people
SITXMGT002A Develop and implement operational plans
SITXMGT003A Manage projects.


Assessing employability skills
Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.
Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.
Replaces
State Code National Code Title Type
E1990 THHGGA05B Plan and manage meetings Unit of competency