Student Pack

Student Pack

What is the purpose of this document?

The Student Pack is the document you, the student, needs to complete to demonstrate competency. This document includes the context and conditions of your assessment, the tasks to be completed by you and an outline of the evidence to be gathered.

The information includes the following:

Information related to the unit of competency

Guidelines and instructions to complete each task and activity

A student evaluation form

Student Evaluation Form

These documents are designed after conducting thorough industry consultation. Students are encouraged to evaluate this document and provide constructive feedback to their training organisation if they feel that this document can be improved.

Link to other unit documents

The Student Pack is a document for students to complete to demonstrate their competency. This document includes context and conditions of assessment, tasks to be administered to the student, and an outline of the evidence to be gathered from the student.

The Unit Mapping is a document that contains information and comprehensive mapping with the training package requirements.

The Unit Requirements is a document that contains information related to the unit of competency for the Training Organisation staff and students.

Document Usage

CAQA Resources

https://caqaresources.com.au/

Student Pack © 2019 CAQA Resources, CAQA and RTO Training Resources

This template and all its including associated content is a copyrighted work under Australian and other copyright laws. Do not submit copies or modifications of this template to any website or any third parties. Please review the following license agreement to learn how you may or may not use this template.

License Agreement:

Copyright protects this material. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher to use for a specific intended purpose. The only exception is brief quotations embodied in critical reviews and certain other noncommercial uses permitted by Copyright Act 1968 (Cth). For permission requests, write to the publisher, addressed “Attention: Permissions Coordinator,” at the address below.

If you believe that information of any kind in this publication is an infringement of copyright, in the material in which you either own the copyright or are authorised to exercise the rights of a copyright owner, and then please advise us by contacting CAQA, Career Calling International Pty. Ltd. 2/10 Lawn Court, Craigieburn, Victoria 3064.

Student and trainer details

Student details

Full name:

Student ID:

Contact number:

E-mail address:

Trainer details

Full name:

Qualification and unit of competency

Qualification/Course/Program Details

Code:

Name:

Unit of competency

Code:

BSBINS401

Name:

Analyse and present research information

Releases:

1.0

Release date:

19/Oct/2020

Assessment Submission Method

By hand to trainer/assessor By e-mail to trainer/assessor

Online submission via Learning Management System (LMS)

Any other method _________________________________________________

(Please describe here)

Student declaration

I have read and understood the information in the Unit Requirements before commencing this Student Pack

I certify that the work submitted for this assessment pack is my own. I have referenced any sources used in my submission. I understand that a false declaration is a form of malpractice;

I have kept a copy of this Student Pack and all relevant notes, attachments, and reference material that I used in the production of this Student Pack;

For assessment, I give the trainer/assessor permission to:

Reproduce this assessment and provide a copy to another member of staff; and

Take steps to authenticate the assessment, including communicating a copy of this assessment to a plagiarism checking service (which may retain a copy of the assessment on its database for future plagiarism checking).

Student signature: ________________________________


Date: ____/_____/______________

Assessment Plan

The student must be assessed as satisfactory in each of the following assessment methods in order to demonstrate competence in a variety of ways.

Evidence number/ Task number

Assessment method/ Type of evidence/ Task name

Sufficient evidence recorded/Outcome

Assessment task 1

Knowledge Test (KT)

S / NS (First Attempt)

S / NS (Second Attempt)

Assessment task 2

Skills Test (ST)

S / NS (First Attempt)

S / NS (Second Attempt)

Assessment task 3

Skills Test (ST)

S / NS (First Attempt)

S / NS (Second Attempt

Outcome

C NYC

Date assessed:

Trainer signature:

Completion of the Assessment Plan

Your trainer is required to fill out the Assessment Plan Outcome records above, when:

You have completed and submitted all the requirements for the assessment tasks for this cluster or unit of competency.

Your work has been reviewed and assessed by your trainer/assessor.

You have been assessed as either satisfactory or unsatisfactory for each assessment task within the unit of competency.

You have been provided with relevant and detailed feedback.

Every assessment has a “Feedback to Student” section used to record the following information. Your trainer/assessor must also ensure that all sections are filled in appropriately, such as:

Result of Assessment (satisfactory or unsatisfactory)

Student name, signature and date

Assessor name, signature and date

Relevant and detailed feedback

Unit Requirements

You, the student, must read and understand all of the information in the Unit Requirements before completing the Student Pack. If you have any questions regarding the information, see your trainer/assessor for further information and clarification.

Pre-Assessment Checklist: Task 1 – Knowledge Test

The purpose of this checklist

The pre-assessment checklist helps students determine if they are ready for assessment. The trainer/assessor must review the checklist with the student before the student attempts the assessment task. If any items of the checklist are incomplete or not clear to the student, the trainer/assessor must provide relevant information to the student to ensure they understand the requirements of the assessment task. The student must ensure they are ready for the assessment task before undertaking it.

Section 1: Information for Students

Make sure you have completed the necessary prior learning before attempting this assessment.

Make sure your trainer/assessor clearly explained the assessment process and tasks to be completed.

Make sure you understand what evidence is required to be collected and how.

Make sure you know your rights and the Complaints and Appeal process.

Make sure you discuss any special needs or reasonable adjustments to be considered during the assessment (refer to the Reasonable Adjustments Strategy Matrix – Appendix A and negotiate these with your trainer/assessor).

Make sure that you have access to a computer and the internet (if you prefer to type the answers).

Make sure that you have all the required resources needed to complete this assessment task.

The due date of this assessment task is in accordance with your timetable.

In exceptional (compelling and compassionate) circumstances, an extension to submit an assessment can be granted by the trainer/assessor. Evidence of the compelling and compassionate circumstances must be provided together with your request for an extension to submit your assessment work.

The request for an extension to submit your assessment work must be made before the due date.

Section 2: Reasonable adjustments

I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as provided in Appendix A and attached relevant evidence as required and select the correct checkbox.

I do require reasonable adjustment

I do not require reasonable adjustment

Declaration (Student to complete)

I confirm that the purpose and procedure of this assessment task has been clearly explained to me.

I confirm that I have been consulted about any special needs I might have in relation to the assessment process.

I confirm that the criteria used for this assessment has been discussed with me, as have the consequences and possible outcomes of this assessment.

I confirm I have accessed and understand the assessment information as provided in the Training Organisation’s Student Handbook.

I confirm I have been given fair notice of the date, time, venue and/or other arrangements for this assessment.

I confirm that I am ready for assessment.

Student Name: ______________________________________

Student Signature: ___________________________________ 

Assessment method-based instructions and guidelines: Knowledge Test

Assessment type

Written Questions

Instructions provided to the student:

Assessment task description:     

This is the first (1) assessment task you must successfully complete to be deemed competent in this unit of competency.

The Knowledge Test is comprised of four (4) written questions

You must respond to all questions and submit them to your Trainer/Assessor.

You must answer all questions to the required level, e.g. provide an answer within the required word limit, to be deemed satisfactory in this task

You will receive your feedback within two (2) weeks, and you will be notified by your Trainer/Assessor when your results are available.

Applicable conditions:        

All knowledge tests are untimed and are conducted as open book assessment (this means you can refer to your textbook during the test).

You must read and respond to all questions.

You may handwrite/use a computer to answer the questions.

You must complete the task independently.

No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory.

As you complete this assessment task, you are predominately demonstrating your written skills and knowledge to your trainer/assessor.

Resubmissions and reattempts: 

Where a student’s answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed.

The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments.

For more information, please refer to the Training Organisation’s Student Handbook.

Location:

This assessment task may be completed in:

a classroom

learning management system (i.e. Moodle),

workplace,

or an independent learning environment.

Your trainer/assessor will provide you with further information regarding the location for completing this assessment task.

Instructions for answering the written questions:

Complete a written assessment consisting of a series of questions.

You will be required to answer all the questions correctly.

Do not start answering questions without understanding what is required. Read the questions carefully and critically analyse them for a few seconds; this will help you to identify what information is needed in the answer.

Your answers must demonstrate an understanding and application of the relevant concepts and critical thinking.

Be concise, to the point and write answers within the word-limit given to each question. Do not provide irrelevant information. Remember, quantity is not quality.

You must write your responses in your own words.

Use non-discriminatory language. The language used should not devalue, demean, or exclude individuals or groups based on attributes such as gender, disability, culture, race, religion, sexual preference or age. Gender-inclusive language should be used.

When you quote, paraphrase, summarise or copy information from other sources to write your answers or research your work, always acknowledge the source.

Purpose of the assessment

This assessment task is designed to evaluate student’s knowledge essential to analyse and present research information in a range of contexts and industry settings and knowledge regarding the following:

Knowledge of the organisational policies and procedures relating to:

accessing information

storing information

security requirements

form and content of research report

Knowledge of the key aspects of the reliability and validity of research and analysis

Knowledge of the common research strategies

Knowledge of the key aspects of relevant information sources, including:

reliability

accuracy

authority

audience

relevance

likelihood of bias.

Task instructions

This is an individual assessment.

To ensure your responses are satisfactory, consult a range of learning resources and other information such as handouts, textbooks, learner resources etc.

To be assessed as Satisfactory in this assessment task, all questions must be answered correctly.

Assessment Task 1: Knowledge Test

Provide your response to each question in the box below.

Q1:

Answer the following questions regarding organisational policies and procedures relating to the following:

accessing information

storing information

security requirements

form and content of research report

1.1. What are the key requirements for storing, retaining and disposing of research information in accordance with organisational policies and procedures? Write your answer in 50-100 words.

1.2. What are the three (3) major security requirements for research information? Discuss in context of organisational policies and procedures in 50-100 words.

1.3. Discuss the form and content of a research report in 200-250 words.

1.4. Discuss the quantitative and qualitative methods of accessing research information in 100-150 words.

Satisfactory response

Yes

No

Q2:

Explain the key aspects of reliability and validity of research and analysis in 100-150 words.

Satisfactory response

Yes

No

Key aspects of the reliability and validity of research and analysis

Q3:

Answer the following questions:

3.1 Explain the meaning of research strategy with an example in 40-60 words.

3.2 Explain the following common research strategies in 100-200 words.

Qualitative interviews

Quantitative survey

Satisfactory response

Yes

No

Q4:

Explain the following key aspects of evaluating the relevant information sources in 150-200 words:

reliability

accuracy

authority

audience

relevance

likelihood of bias.

Satisfactory response

Yes

No

Assessment Results Sheet

Outcome

First attempt:

Outcome (make sure to tick the correct checkbox):

Satisfactory (S) or Not Satisfactory (NS)

Date: _______(day)/ _______(month)/ _______(year)

Feedback:

Second attempt:

Outcome (please make sure to tick the correct checkbox):

Satisfactory (S) or Not Satisfactory (NS)

Date: _______(day)/ _______(month)/ _______(year)

Feedback:

Student Declaration

I declare that the answers I have provided are my own work. Where I have accessed information from other sources, I have provided references and/or links to my sources.

I have kept a copy of all relevant notes and reference material that I used as part of my submission.

I have provided references for all sources where the information is not my own. I understand the consequences of falsifying documentation and plagiarism. I understand how the assessment is structured. I accept that the work I submit may be subject to verification to establish that it is my own.

I understand that if I disagree with the assessment outcome, I can appeal the assessment process, and either re-submit additional evidence undertake gap training and or have my submission re-assessed.

All appeal options have been explained to me.

Student Signature

Date

Trainer/Assessor Name

Trainer/Assessor Declaration

I hold:

Vocational competencies at least to the level being delivered

Current relevant industry skills

Current knowledge and skills in VET, and undertake

Ongoing professional development in VET

I declare that I have conducted an assessment of this student’s submission. The assessment tasks were deemed current, sufficient, valid and reliable. I declare that I have conducted a fair, valid, reliable, and flexible assessment. I have provided feedback to the student.

Trainer/Assessor Signature

Date

Office Use Only

The outcome of this assessment has been entered into the Student Management System

on _________________ (insert date)

by (insert Name) __________________________________

Pre-Assessment Checklist: Task 2 – Skills Test

The purpose of this checklist

The pre-assessment checklist helps students determine if they are ready for assessment. The trainer/assessor must review the checklist with the student before the student attempts the assessment task. If any items of the checklist are incomplete or not clear to the student, the trainer/assessor must provide relevant information to the student to ensure they understand the requirements of the assessment task. The student must ensure they are ready for the assessment task before undertaking it.

Section 1: Information for Students

Make sure you have completed the necessary prior learning before attempting this assessment.

Make sure your trainer/assessor clearly explained the assessment process and tasks to be completed.

Make sure you understand what evidence is required to be collected and how.

Make sure you know your rights and the Complaints and Appeal process.

Make sure you discuss any special needs or reasonable adjustments to be considered during the assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your trainer/assessor).

Make sure that you have access to a computer and the internet (if you prefer to type the answers).

Make sure that you have all the required resources needed to complete this Assessment Task (AT).

The due date of this assessment task is in accordance with your timetable.

In exceptional (compelling and compassionate) circumstances, an extension to submit an assessment can be granted by the trainer/assessor. Evidence of the compelling and compassionate circumstances must be provided together with your request for an extension to submit your assessment work.

The request for an extension to submit your assessment work must be made before the due date.

Section 2: Reasonable adjustments

I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as provided in Appendix A and attached relevant evidence as required and select the correct checkbox.

I do require reasonable adjustment

I do not require reasonable adjustment

Declaration (Student to complete)

I confirm that the purpose and procedures of this assessment task has been clearly explained to me.

I confirm that I have been consulted about any special needs I might have in relation to the assessment process.

I confirm that the criteria used for this assessment has been discussed with me, as have the consequences and possible outcomes of this assessment.

I confirm I have accessed and understand the assessment information as provided in the Training Organisation’s Student Handbook.

I confirm I have been given fair notice of the date, time, venue and/or other arrangements for this assessment.

I confirm that I am ready for assessment.

Student Name: ______________________________________

Student Signature: ___________________________________ 

Assessment method-based instructions and guidelines: Skills Test

Assessment type

Skills Test – Analyse and present research information

Instructions provided to the student:

Assessment task description:     

This is the second (2) assessment task you must successfully complete to be deemed competent in this unit of competency.

This assessment task is a Skills Test.

This assessment task consists of four (4) practical demonstration activities.

Activity 1: Identify and confirm research strategy keeping in view the organisational requirements.

Activity 2: Collect and store research information

Acitivity 3: Analyse and synthesise research information

Activity 4: Review and present research information

You will receive your feedback within two (2) weeks, and you will be notified by your trainer/assessor when your results are available.

You must attempt all activities of the project for your trainer/assessor to assess your competence in this assessment task.

Applicable conditions:        

This skill test is untimed and is conducted as an open book assessment (this means you are able to refer to your textbook or other learner materials during the test).

You will be assessed independently on this assessment task.

No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory.

As you complete this assessment task, you are predominately demonstrating your skills, techniques and knowledge to your trainer/assessor.

Your trainer/assessor may ask you relevant questions during this assessment task

Resubmissions and reattempts: 

Where a student’s answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed.

The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments.

For more information, please refer to the Training Organisation’s Student Handbook.

Location:

This assessment task may be completed in:

a classroom

learning management system (i.e. Moodle),

workplace,

or an independent learning environment.

Your Trainer/Assessor will provide you with further information regarding the location for completing this assessment task.

Purpose of the assessment

The purpose of this assessment task is to assess the student’s knowledge and skills essential to analyse and present research information in a range of contexts and industry settings.

Skills to determine research objectives in accordance with organisational requirements.

Skills to identify potential sources of research information relevant to organisational requirements.

Skills to determine the dependability of potential sources

Skills to determine and confirm that the information research strategy is relevant to the research objectives.

Skills to access and extract relevant information in a format suitable for analysis and distribution in accordance with the research strategy

Skills to store research data in accordance with security requirements and organisational policies and procedures.

Skills to analyse stored data in accordance with the research strategy

Skills to determine themes and draw conclusions in accordance with the research strategy

Skills to show that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

Skills to determine reporting methods that are appropriate for the intended audience and relevant organisational requirements.

Skills to prepare research findings draft report

Skills to assist in the review of draft reports in accordance with organisational policies and procedures.

Skills to distribute the research report in accordance with the organization’s policies and procedures.

Task instructions

This assessment task aims to assess the students’ skills to collect, organise, analyse and present information using available systems and sources.

The student will take on the Research analyst in the training organisation.

The research must be conducted based on the organsiational requirement and research objectives.

The student must use the templates provided to document their responses.

Word-limit to complete the research report is 1200-1500 words.

The trainer/assessor must assess the student using the performance checklist provided.

Assessment Task 2 – Skills Test

Skills Test

This assessment requires you to take on the role of a Research analyst in your training organisation.

The training organisation wants to conduct an online research on competitor analysis as they have analysed that the strategies and approaches used in the organisation to promote the services and external customer relationships are not viable.

To, improve the strategies and approaches relating to marketing and better customer relationship you as a research analyst are required to conduct a research and the information should be collected, organised, analysed and presented by performing the following activities:

Activity 1: Identify and confirm research strategy keeping in view the organisational requirements.

Activity 2: Collect and store research information

Acitivity 3: Analyse and synthesise research information

Activity 4: Review and present research information

Organisational requirements to conduct the research are discussed bellow:

The research objective of the training organisation is identify the opportunities to maintain better customer relationship and to improve the quality of services in the market. The main organisational objectives of conducting the research are to:

Determine the strenghths and weaknesses of the competitors in the market.

Identify the strategies of the competitors to meet the needs and preferences of the customer.

Determine any five (5) marketing strategies of the competitors.

Assess the pricing policy of the competitors to create own plans and policies accordingly.

Determine the marketing strategy that the training organisation should use and the competitive advantage that the marketing strategies will bring to the organisation.

Access to the following equipment and resources:

Computers and internet required to conduct an online research

MS Office

Printer

Supervisor

Organisational policies and procedures (Given in this assessment task)

Organiasational requirements relevant to use of research strategy:

Management wants the research analyst to conduct online reseach to conduct competitor analysis. The online research should only focus on primary methods of research.

When conducting research, the information and data must be checked for:

reliability

accuracy

authority

audience

relevance

Organisation policy used to compile research report:

Avoid jargon

Jargon is a technical or specialist language unique to a profession or group that is understood by those on the inside but is often incomprehensible or meaningless to outsiders.

It can take many forms, such as acronyms like ‘RUN,’ ‘EFTSL,’ or ‘AB,’ unfamiliar phrases like ‘capacity building,’ or conventional words with special meanings like ‘accreditation.’

If you cannot avoid terms that are likely to be unfamiliar to respondents, clearly explain to them when they are first used or list them in a glossary for a report or add them to the Definitions Dictionary in the case of a policy or procedure.

Use non-discriminatory (inclusive) language

Individuals and groups can be discriminated against based on their gender, race or ethnic origin, physical or intellectual disability, sexual preference, or age. To avoid discriminatory expressions, rewriting or recasting a sentence may be a better solution than substituting words.

Organisational policies and procedures to review online research:

The organisation has the policies and procedures that must be adhered to while reviewing the online research on competitor analysis.

The elements checked while reviewing the research report from the following sections are:

Abstract

A summary of your online research.

Introduction

The topic of the research

The areas of dicussions done with the respondents while conducting the research

Body

The following areas researched to analyse the competitors:

The main five (5) competitors in the market.

The short term as well as long term objectives and policies of the competitors.

The substitute products and services offered by the competitors in the market.

The set of strategies used by the competitors to maintain better customer relations.

Two (2) approaches of competitions in building team relationship.

Pricing startegies used by the competitors in the market.

Discussion/Conclusion

The conclusions drawn from the research that can be used to improve the own organisation strategies and procedures.

References

Make sure the references are formatted correctly and all present.

Security requiremnets and policiies and procedures excerpt (Naming and storing files):

The files should be named using the following sequence:

File_name_student-id_DD/MM/YY

The files should be stored using cloud storage i.e. Google Doc.

The Google Doc file should also be downloaded in .pdf format and stored in C Drive following the naming conventions given above.

The files should be password protected.

Organisational policy to distribute research report:

Email method should be used to distribute the research report to interested parties.

Email must:

Include an appropriate subject line.

Provide a summary of the reseach report

Include research report as an attachment.

Further, the supervisor must be provided with the handouts of the research report and feedback and comments of suitability and sufficiency of findings must be obtained in accordance with organisational requirements.

Your roles and responsibilities in prepration of report:

As part of your job role to research, analyse and present research findings, you have the following job responsibilities:

Determine research objectives in accordance with organisational requirements.

Identify potential sources of research information relevant to organisational requirements.

Determine the dependability of potential sources

Determine and confirm that the information research strategy is relevant to the research objectives.

Access and extract relevant information in a format suitable for analysis and distribution in accordance with the research strategy

Store research data in accordance with security requirements and organisational policies and procedures.

Analyse stored data in accordance with the research strategy

Determine themes and draw conclusions in accordance with the research strategy

Show that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

Determine reporting methods that are appropriate for the intended audience and relevant organisational requirements.

Prepare research findings draft report

Assist in the review of draft reports in accordance with organisational policies and procedures.

Distribute the research report in accordance with the organization’s policies and procedures.

Skills Test:

This activity requires the student to research, analyse and present research findings according to organisational requirements given in the case study.

This includes:

Identifying research requirements and objectives

Collecting, organising and presenting research information

Maintaining information securely

Preparing report on research findings, including:

justified assumptions and conclusions

efficient and reliable research methods.

To do so you are required to perform the following activities:

Activity 1: Identify and confirm research strategy keeping in view the organisational requirements.

Activity 2: Collect and store research information

Acitivity 3: Analyse and synthesise research information

Activity 4: Review and present research information

Activity 1: Identify and confirm research strategy keeping in view the organisational requirements.

This part of the activity requires you to identify and confirm research strategy keeping in view the organisational requirements.

To do so, you are required to follow the steps given below and document the outcomes using Template 1.

Step 1: Determine research objectives in accordance with organisational requirements and document using Template 1.

Step 2: Identify three (3) potential sources of research information relevant to organisational requirements and document using Template 1.

Step 3: Determine the dependability of potential sources considering the research objectives and document using Template 1.

Step 4: Determine and confirm that the information research strategy is relevant to the research objectives.

Determine information reseach strategy considering research objective and document using Template 1.

Confirm whether the research strategy aligns with the research objectives in consultation with the trainer/assessor.

Template 1: Research strategy

Research strategy (300-400 words)

Research objectives

Three (3) potential sources of research information

Dependability of potential sources considering the research objectives

Information reseach strategy

Performance Criteria/Performance Checklist: (Activity-1 )

This task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task, the participant needs to demonstrate competency in the following critical aspects of evidence

S

N/S

Trainer/Assessor to complete

(Comment and feedback to students)

Determined research objectives in accordance with organisational requirements and document

Identified three (3) potential sources of research information relevant to organisational requirements and document

Determined the dependability of potential sources considering the research objectives and document using Template 1.

Determined and confirmed that the information research strategy is relevant to the research objectives.

Determined information reseach strategy considering research objective and document using Template 1.

Confirmed whether the research strategy aligns with the research objectives in consultation with the trainer/assessor.

The student’s performance was:

Not satisfactory

Satisfactory

Feedback to student:

Student signature

Observer signature

Activity 2: Collect and store research information

This activity is a continuation of Activity 1.

This activity requires you to collect and store research information considering the research objectives and organisational requirements.

To do so, you are required to follow the steps given below.

Step 1: Access and extract relevant information in a format suitable for analysis and distribution in accordance with the research strategy.

Conduct online research, extract information considering research objectives for analysis and distribution and store files in word or pdf version.

Step 2: Store research data in accordance with security requirements and organisational policies and procedures for storing and naming files given in the assessment task.

Take screenshots of each step implemented to store reseach data.

Further, submit the following evidence to the trainer/assessor.

Research data extracted.

Screeshot of each step implemented to store reseach data.

Performance Criteria/Performance Checklist: (Activity– 2)

This task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task, the participant needs to demonstrate competency in the following critical aspects of evidence

S

N/S

Trainer/Assessor to complete

(Comment and feedback to students)

Accessed and extracted relevant information in a format suitable for analysis and distribution in accordance with the research strategy.

Conducted online research, extract information considering research objectives for analysis and distribution and store files in word or pdf version.

Stored research data in accordance with security requirements and organisational policies and procedures for storing and naming files given in the assessment task.

Take screenshots of each step implemented to store research data.

Further, submit the following evidence to the trainer/assessor.

Research data extracted.

Screenshot of each step implemented to store research data.

The student’s performance was:

Not satisfactory

Satisfactory

Feedback to student:

Student signature

Observer signature

Activity 3: Analyse and synthesise research information

This activity is a continuation of Activity 2.

This activity requires the student to analyse and synthesise research information collected in Activity 2.

Further, you need to compile and prepare a draft research report.

Your research report must follow the below-given guidelines:

The report must be prepared using ‘Template 2’ provided. The word limit to complete the report is 1200-1500 words.

Start with an introduction, then move on to supporting body paragraphs. Write a conclusion and cite your sources.

You must only use authentic and verifiable information.

The report should be presented in the provided format.

Proofread it.

Always make sure to run your ideas by your trainer/assessor to make sure that it is okay that you approach the report in this way.

Your report must contain original content and should not be a “copy” of someone else’s work.

You must use Harvard style referencing in the report.

To prepare the research report, you are required to follow the steps given below and document the outcomes using Template 3.

Step 1: Analyse stored information according to research strategy.

Step 2: Identify themes and draw conclusions according to research strategy.

Step 3: Demostrate in the research report that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

The research report must include the following information:

Abstract

A summary of your online research.

Introduction

The topic of the research

The areas of dicussions done with the respondents while conducting the research

Body

The following areas researched to analyse the competitors:

The main five (5) competitors in the market.

The short term as well as long term objectives and policies of the competitors.

The substitute products and services offered by the competitors in the market.

The set of strategies used by the competitors to maintain better customer relations.

Two (2) approaches of competitions in building team relationship.

Pricing startegies used by the competitors in the market.

Discussion/Conclusion

The conclusions drawn from the research that can be used to improve the own organisation strategies and procedures.

Template 2: Research report:

Research report (1200-1500 words)

Abstract

A summary of your online research.

Introduction

The topic of the research

The areas of dicussions done with the respondents while conducting the research

Body

The following areas researched to analyse the competitors:

The main five (5) competitors in the market.

The short term as well as long term objectives and policies of the competitors.

The substitute products and services offered by the competitors in the market.

The set of strategies used by the competitors to maintain better customer relations.

Two (2) approaches of competitions in building team relationship.

Pricing startegies used by the competitors in the market.

Discussion/Conclusion

The conclusions drawn from the research that can be used to improve the own organisation strategies and procedures.

References and bibliography (Harvard style – Any five references)

Performance Criteria/Performance Checklist: (Activity– 3)

This task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task, the participant needs to demonstrate competency in the following critical aspects of evidence

S

N/S

Trainer/Assessor to complete

(Comment and feedback to students)

Analysed stored information according to research strategy.

Identified themes and draw conclusions according to research strategy.

Demostrated in the research report that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

The student’s performance was:

Not satisfactory

Satisfactory

Feedback to student:

Student signature

Activity 4: Review and present research information

This activity is a continuation of Activity 3.

This activity requires the stduent to review and present research information compiled in Activity 3.

To do so, you are required to follow the steps given below and document the outcomes using Template 3.

Step 1: Identify methods of reporting that align with the intended audience and relevant organisational requirements and document using Template 3.

Step 2: Conduct review of draft report in accordance with organistaional policies and procedures given in the assessment task.

Ensure the information sources are:

reliability

accurate

authoritative

relevant to audience

Check the draft report for language, structure and style.

Finalise the research report.

Step 3: Demostrate in the research report that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

Step 4: Distribute research report according to organisational policies and procedures and obtain comm

Organisational policy to distribute research report:

Email method should be used to distribute the research report to interested parties.

Email must:

Include an appropriate subject line.

Provide a summary of the reseach report

Include research report as an attachment.

Further, the supervisor must be provided with the handouts of the research report and feedback and comments of suitability and sufficiency of findings must be obtained in accordance with organisational requirements.

Step 5: Consult Supervisor and obtain feedback and comments on suitability and sufficiency of findings in accordance with organisational requirements and document using Template 3.

Template 3: Review and present research information

Review and present research information (200-300 words)

Methods of reporting

Feedback and comments on suitability and sufficiency of findings

Performance Criteria/Performance Checklist: (Activity -4)

This task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task, the participant needs to demonstrate competency in the following critical aspects of evidence

S

N/S

Trainer/Assessor to complete

(Comment and feedback to students)

Identified methods of reporting that align with the intended audience and relevant organisational requirements and document

Conducted review of draft report in accordance with organistaional policies and procedures given in the assessment task.

Ensured the information sources are:

reliability

accurate

authoritative

relevant to audience

Checked the draft report for language, structure and style.

Finalised the research report.

Demostrated in the research report that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

Distributed research report according to organisational policies and procedures and obtain comm

Organisational policy to distribute research report:

Email method should be used to distribute the research report to interested parties.

Email must:

Included an appropriate subject line.

Provided a summary of the reseach report

Included research report as an attachment.

Further, the supervisor must be provided with the handouts of the research report and feedback and comments of suitability and sufficiency of findings must be obtained in accordance with organisational requirements.

Consulted Supervisor and obtained feedback and comments on suitability and sufficiency of findings in accordance with organisational requirements and document .

The student’s performance was:

Not satisfactory

Satisfactory

Feedback to student:

Student signature

Observer signature

Pre-Assessment Checklist: Task 3 – Skills Test

The purpose of this checklist

The pre-assessment checklist helps students determine if they are ready for assessment. The trainer/assessor must review the checklist with the student before the student attempts the assessment task. If any items of the checklist are incomplete or not clear to the student, the trainer/assessor must provide relevant information to the student to ensure they understand the requirements of the assessment task. The student must ensure they are ready for the assessment task before undertaking it.

Section 1: Information for Students

Make sure you have completed the necessary prior learning before attempting this assessment.

Make sure your trainer/assessor clearly explained the assessment process and tasks to be completed.

Make sure you understand what evidence is required to be collected and how.

Make sure you know your rights and the Complaints and Appeal process.

Make sure you discuss any special needs or reasonable adjustments to be considered during the assessment (refer to the Reasonable Adjustments Strategy Matrix and negotiate these with your trainer/assessor).

Make sure that you have access to a computer and the internet (if you prefer to type the answers).

Make sure that you have all the required resources needed to complete this Assessment Task (AT).

The due date of this assessment task is in accordance with your timetable.

In exceptional (compelling and compassionate) circumstances, an extension to submit an assessment can be granted by the trainer/assessor. Evidence of the compelling and compassionate circumstances must be provided together with your request for an extension to submit your assessment work.

The request for an extension to submit your assessment work must be made before the due date.

Section 2: Reasonable adjustments

I confirm that I have reviewed the Reasonable Adjustments guidelines and criteria as provided in Appendix A and attached relevant evidence as required and select the correct checkbox.

I do require reasonable adjustment

I do not require reasonable adjustment

Declaration (Student to complete)

I confirm that the purpose and procedures of this assessment task has been clearly explained to me.

I confirm that I have been consulted about any special needs I might have in relation to the assessment process.

I confirm that the criteria used for this assessment has been discussed with me, as have the consequences and possible outcomes of this assessment.

I confirm I have accessed and understand the assessment information as provided in the Training Organisation’s Student Handbook.

I confirm I have been given fair notice of the date, time, venue and/or other arrangements for this assessment.

I confirm that I am ready for assessment.

Student Name: ______________________________________

Student Signature: ___________________________________ 

Assessment method-based instructions and guidelines: Skills Test

Assessment type

Skills Test – Analyse and present research information

Instructions provided to the student:

Assessment task description:     

This is the third (3) assessment task you must successfully complete to be deemed competent in this unit of competency.

This assessment task is a Skills Test.

This assessment task consists of four ( 4) practical demonstration activities.

Activity 1: Identify and confirm research strategy keeping in view the organisational requirements.

Activity 2: Collect and store research information

Acitivity 3: Analyse and synthesise research information

Activity 4: Review and present research information

You will receive your feedback within two (2) weeks, and you will be notified by your trainer/assessor when your results are available.

You must attempt all activities of the project for your trainer/assessor to assess your competence in this assessment task.

Applicable conditions:        

This skill test is untimed and is conducted as an open book assessment (this means you are able to refer to your textbook or other learner materials during the test).

You will be assessed independently on this assessment task.

No marks or grades are allocated for this assessment task. The outcome of the task will be Satisfactory or Not Satisfactory.

As you complete this assessment task, you are predominately demonstrating your skills, techniques and knowledge to your trainer/assessor.

Your trainer/assessor may ask you relevant questions during this assessment task

Resubmissions and reattempts: 

Where a student’s answers are deemed not satisfactory after the first attempt, a resubmission attempt will be allowed.

The student may speak to their trainer/assessor if they have any difficulty in completing this task and require reasonable adjustments.

For more information, please refer to the Training Organisation’s Student Handbook.

Location:

This assessment task may be completed in:

a classroom

learning management system (i.e. Moodle),

workplace,

or an independent learning environment.

Your Trainer/Assessor will provide you with further information regarding the location for completing this assessment task.

Purpose of the assessment

The purpose of this assessment task is to assess the student’s knowledge and skills essential to analyse and present research information in a range of contexts and industry settings.

Skills to determine research objectives in accordance with organisational requirements.

Skills to identify potential sources of research information relevant to organisational requirements.

Skills to determine the dependability of potential sources

Skills to determine and confirm that the information research strategy is relevant to the research objectives.

Skills to access and extract relevant information in a format suitable for analysis and distribution in accordance with the research strategy

Skills to store research data in accordance with security requirements and organisational policies and procedures.

Skills to analyse stored data in accordance with the research strategy

Skills to determine themes and draw conclusions in accordance with the research strategy

Skills to show that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

Skills to determine reporting methods that are appropriate for the intended audience and relevant organisational requirements.

Skills to prepare research findings draft report

Skills to assist in the review of draft reports in accordance with organisational policies and procedures.

Skills to distribute the research report in accordance with the organization’s policies and procedures.

Assessment task instructions

This assessment task aims to assess the students’ skills to collect, organise, analyse and present information using available systems and sources.

The student will take on the Research analyst in the training organisation.

The research must be conducted based on the organsiational requirement and research objectives.

The student must use the templates provided to document their responses.

Word-limit to complete the research report is 1200-1500 words.

The trainer/assessor must assess the student using the performance checklist provided.

Assessment Task 3: Skills Test

Skills Test

This assessment task requires you to take on the role of a Research analyst in your training organisation.

As the research analyst, you are required to research, analyse and present research findings according to organisational requirements.

To do os, you need to complete the following activities:

Activity 1: Identify and confirm research strategy keeping in view the organisational requirements.

Activity 2: Collect and store research information

Acitivity 3: Analyse and synthesise research information

Activity 4: Review and present research information

Case study: 

ONLINE MEDIA SOLUTIONS” is an online marketing and web development agency based in Melbourne, Australia since 2008. The company has following operations: 

Website development 

Graphics designing 

Search Engine Optimisation

Marketing 

The company employees 25 staff members. 

Due to the current coronavirus situation and government regulations, the employees will be working from home from next monday. The company will provide all employees with a company laptop. The owner of the company is undecided whether Microsoft or the Apple laptops would be better for all the employees. However, the following are the minimum requirements that each laptop should have: 

Intel Core i7-9700K

Windows 10

Recent graphic card 

8GB RAM minimum

500 GB Hard Drive or 256 SSD (solid state drive)

Integrated 10/100/1000 Ethernet

Accidental Damage plan

The owner of the organisation wants you to complete a research project. 

Organiasational requirements relevant to use of research strategy:

Using the case study information, complete a research project which outlines the benefits of the two major laptop providers. 

The report must be prepared in accordance with the organisational requirements. 

Organisational requirements: 

The information must be gatherers and organised in a format that is suitable for analysis. 

The information must be interpreted and clearly understood. 

Information must be accurate. Provide reference to the source of the information. 

Determine the methods to collect information, considering reliable and reputable requirements. 

Evaluate the following: 

Key considerations regarding quality. 

Appropriateness of your information sources either from online or non-electronic sources. 

The information collected must be current, and valid to the requirements of the research and present a comparative analysis for decision making. 

Store information in electronic format. When conducting research, the information and data must be checked for:

reliability

accuracy

authority

audience

relevance

Organisation policy used to compile research report:

Avoid jargon

Jargon is a technical or specialist language unique to a profession or group that is understood by those on the inside but is often incomprehensible or meaningless to outsiders.

It can take many forms, such as acronyms like ‘RUN,’ ‘EFTSL,’ or ‘AB,’ unfamiliar phrases like ‘capacity building,’ or conventional words with special meanings like ‘accreditation.’

If you cannot avoid terms that are likely to be unfamiliar to respondents, clearly explain to them when they are first used or list them in a glossary for a report or add them to the Definitions Dictionary in the case of a policy or procedure.

Use non-discriminatory (inclusive) language

Individuals and groups can be discriminated against based on their gender, race or ethnic origin, physical or intellectual disability, sexual preference, or age. To avoid discriminatory expressions, rewriting or recasting a sentence may be a better solution than substituting words.

Organisational policies and procedures to review online research:

The organisation has the policies and procedures that must be adhered to while reviewing the online research on competitor analysis.

The elements checked while reviewing the research report from the following sections are:

Abstract

A summary of your online research.

Introduction

The topic of the research

The areas of dicussions done with the respondents while conducting the research

Body

The body of the report must outline the benefits of the two major laptop providers. 

Discussion/Conclusion

The conclusions drawn from the research that can be used to improve the own organisation strategies and procedures.

References

Make sure the references are formatted correctly and all present.

Security requiremnets and policiies and procedures excerpt (Naming and storing files):

The files should be named using the following sequence:

File_name_student-id_DD/MM/YY

The files should be stored using cloud storage i.e. Google Doc.

The Google Doc file should also be downloaded in .pdf format and stored in C Drive following the naming conventions given above.

The files should be password protected.

Organisational policy to distribute research report:

Email method should be used to distribute the research report to interested parties.

Email must:

Include an appropriate subject line.

Provide a summary of the reseach report

Include research report as an attachment.

Further, the supervisor must be provided with the handouts of the research report and feedback and comments of suitability and sufficiency of findings must be obtained in accordance with organisational requirements.

Your roles and responsibilities in prepration of report:

As part of your job role to research, analyse and present research findings, you have the following job responsibilities:

Determine research objectives in accordance with organisational requirements.

Identify potential sources of research information relevant to organisational requirements.

Determine the dependability of potential sources

Determine and confirm that the information research strategy is relevant to the research objectives.

Access and extract relevant information in a format suitable for analysis and distribution in accordance with the research strategy

Store research data in accordance with security requirements and organisational policies and procedures.

Analyse stored data in accordance with the research strategy

Determine themes and draw conclusions in accordance with the research strategy

Show that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

Determine reporting methods that are appropriate for the intended audience and relevant organisational requirements.

Prepare research findings draft report

Assist in the review of draft reports in accordance with organisational policies and procedures.

Distribute the research report in accordance with the organization’s policies and procedures.

Skills Test:

This activity requires the student to research, analyse and present research findings according to organisational requirements given in the case study.

This includes:

Identifying research requirements and objectives

Collecting, organising and presenting research information

Maintaining information securely

Preparing report on research findings, including:

justified assumptions and conclusions

efficient and reliable research methods.

To do so you are required to perform the following activities:

Activity 1: Identify and confirm research strategy keeping in view the organisational requirements.

Activity 2: Collect and store research information

Acitivity 3: Analyse and synthesise research information

Activity 4: Review and present research information

Activity 1: Identify and confirm research strategy keeping in view the organisational requirements.

This part of the activity requires you to identify and confirm research strategy keeping in view the organisational requirements.

To do so, you are required to follow the steps given below and document the outcomes using Template 1.

Step 1: Determine research objectives in accordance with organisational requirements and document using Template 1.

Step 2: Identify three (3) potential sources of research information relevant to organisational requirements and document using Template 1.

Step 3: Determine the dependability of potential sources considering the research objectives and document using Template 1.

Step 4: Determine and confirm that the information research strategy is relevant to the research objectives.

Determine information reseach strategy considering research objective and document using Template 1.

Confirm whether the research strategy aligns with the research objectives in consultation with the trainer/assessor.

Template 1: Research strategy

Research strategy (300-400 words)

Research objectives

Three (3) potential sources of research information

Dependability of potential sources considering the research objectives

Information reseach strategy

Performance Criteria/Performance Checklist: (Activity -1)

This task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task, the participant needs to demonstrate competency in the following critical aspects of evidence

S

N/S

Trainer/Assessor to complete

(Comment and feedback to students)

Determined research objectives in accordance with organisational requirements and document using Template 1

Identified three (3) potential sources of research information relevant to organisational requirements and document using Template 1.

Determined the dependability of potential sources considering the research objectives and document using Template 1.

Determined and confirmed that the information research strategy is relevant to the research objectives.

Determined information reseach strategy considering research objective and document using Template 1.

Confirmed whether the research strategy aligns with the research objectives in consultation with the trainer/assessor.

The student’s performance was:

Not satisfactory

Satisfactory

Feedback to student:

Student signature

Activity 2: Collect and store research information

This activity is a continuation of Activity 1.

This activity requires you to collec and store research information considering the research objectives and organisational requirements.

To do so, you are required to follow the steps given below.

Step 1: Access and extract relevant information in a format suitable for analysis and distribution in accordance with the research strategy.

Conduct online research, extract information considering research objectives for analysis and distribution and store files in word or pdf version.

Step 2: Store research data in accordance with security requirements and organisational policies and procedures for storing and naming files given in the assessment task.

Take screenshots of each step implemented to store reseach data.

Further, submit the following evidence to the trainer/assessor.

Research data extracted.

Screeshot of each step implemented to store reseach data.

Performance Criteria/Performance Checklist: (Activity -2)

This task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task, the participant needs to demonstrate competency in the following critical aspects of evidence

S

N/S

Trainer/Assessor to complete

(Comment and feedback to students)

Accessed and extracted relevant information in a format suitable for analysis and distribution in accordance with the research strategy.

Conducted online research, extract information considering research objectives for analysis and distribution and store files in word or pdf version.

Stored research data in accordance with security requirements and organisational policies and procedures for storing and naming files given in the assessment task.

Take screenshots of each step implemented to store reseach data.

Further, submit the following evidence to the trainer/assessor.

Research data extracted.

Screeshot of each step implemented to store reseach data.

The student’s performance was:

Not satisfactory

Satisfactory

Feedback to student:

Student signature

Acitivity 3: Analyse and synthesise research information

This activity is a continuation of Activity 2.

This activity requires the student to analyse and synthesise research information collected in Activity 2.

Further, you need to compile and prepare a draft research report.

Your research report must follow the below-given guidelines:

The report must be prepared using ‘Template 2’ provided. The word limit to complete the report is 1200-1500 words.

Start with an introduction, then move on to supporting body paragraphs. Write a conclusion and cite your sources.

You must only use authentic and verifiable information.

The report should be presented in the provided format.

Proofread it.

Always make sure to run your ideas by your trainer/assessor to make sure that it is okay that you approach the report in this way.

Your report must contain original content and should not be a “copy” of someone else’s work.

You must use Harvard style referencing in the report.

To prepare the research report, you are required to follow the steps given below and document the outcomes using Template 2.

Step 1: Analyse stored information according to research strategy.

Step 2: Identify themes and draw conclusions according to research strategy.

Step 3: Demostrate in the research report that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

The research report must include the following information:

Abstract

A summary of your online research.

Introduction

The topic of the research

The areas of dicussions done with the respondents while conducting the research

Body

The body of the report must outline the benefits of the two major laptop providers. 

Discussion/Conclusion

The conclusions drawn from the research that can be used to improve the own organisation strategies and procedures.

References

Make sure the references are formatted correctly and all present.

Template 2: Research report:

Research report (1200-1500 words)

Abstract

A summary of your online research.

Introduction

The topic of the research

The areas of dicussions done with the respondents while conducting the research

Body

The body of the report must outline the benefits of the two major laptop providers. 

Discussion/Conclusion

The conclusions drawn from the research that can be used to improve the own organisation strategies and procedures.

References

Make sure the references are formatted correctly and all present.

References and bibliography (Harvard style – Any five references)

Performance Criteria/Performance Checklist: (Activity– 3)

This task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task, the participant needs to demonstrate competency in the following critical aspects of evidence

S

N/S

Trainer/Assessor to complete

(Comment and feedback to students)

Analysed stored information according to research strategy.

Identified themes and draw conclusions according to research strategy.

Demostrated in the research report that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

The student’s performance was:

Not satisfactory

Satisfactory

Feedback to student:

Student signature

Activity 4: Review and present research information

This activity is a continuation of Activity 3.

This activity requires the stduent to review and present research information compiled in Activity 3.

To do so, you are required to follow the steps given below and document the outcomes using Template 3.

Step 1: Identify methods of reporting that align with the intended audience and relevant organisational requirements and document using Template 3.

Step 2: Conduct review of draft report in accordance with organistaional policies and procedures given in the assessment task.

Ensure the information sources are:

reliability

accurate

authoritative

relevant to audience

Check the draft report for language, structure and style.

Finalise the research report.

Step 3: Demostrate in the research report that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

Step 4: Distribute research report according to organisational policies and procedures and obtain comm

Organisational policy to distribute research report:

Email method should be used to distribute the research report to interested parties.

Email must:

Include an appropriate subject line.

Provide a summary of the reseach report

Include research report as an attachment.

Further, the supervisor must be provided with the handouts of the research report and feedback and comments of suitability and sufficiency of findings must be obtained in accordance with organisational requirements.

Step 5: Consult Supervisor and obtain feedback and comments on suitability and sufficiency of findings in accordance with organisational requirements and document using Template 3.

Template 3: Review and present research information

Review and present research information (200-300 words)

Methods of reporting

Feedback and comments on suitability and sufficiency of findings

Performance Criteria/Performance Checklist: (Activity -4)

This task must address the following performance criteria/ performance checklist.

To be assessed as satisfactory (S) in this assessment task, the participant needs to demonstrate competency in the following critical aspects of evidence

S

N/S

Trainer/Assessor to complete

(Comment and feedback to students)

Identified methods of reporting that align with the intended audience and relevant organisational requirements and document

Conducted review of draft report in accordance with organistaional policies and procedures given in the assessment task.

Ensured the information sources are:

reliability

accurate

authoritative

relevant to audience

Checked the draft report for language, structure and style.

Finalised the research report.

Demostrated in the research report that the assumptions and conclusions used in the analysis are clear, justified, evidence-based, and consistent with the research strategy.

Distributed research report according to organisational policies and procedures and obtain comm

Organisational policy to distribute research report:

Email method should be used to distribute the research report to interested parties.

Email must:

Included an appropriate subject line.

Provided a summary of the reseach report

Included research report as an attachment.

Further, the supervisor must be provided with the handouts of the research report and feedback and comments of suitability and sufficiency of findings must be obtained in accordance with organisational requirements.

Consulted Supervisor and obtained feedback and comments on suitability and sufficiency of findings in accordance with organisational requirements and document .

The student’s performance was:

Not satisfactory

Satisfactory

Feedback to student:

Student signature

Observer signature

Appendix A: Reasonable Adjustments

Write (task name and number) where reasonable adjustments have been applied:

Reasonable Adjustments

Students with carer responsibilities, cultural or religious obligations, English as an additional language, disability etc. can request for reasonable adjustments.

Please note, academic standards of the unit/course will not be lowered to accommodate the needs of any student, but there is a requirement to be flexible about the way in which it is delivered or assessed.

The Disability Standards for Education requires institutions to take reasonable steps to enable the student with a disability to participate in education on the same basis as a student without a disability.

The trainer/assessor must complete the section below “Reasonable Adjustment Strategies Matrix” to ensure the explanation and correct strategy have been recorded and implemented.

The trainer/assessor must notify the administration/compliance and quality assurance department for any reasonable adjustments made.

All evidence and supplementary documentation must be submitted with the assessment pack to the administration/compliance and quality assurance department.

Reasonable Adjustment Strategies Matrix (Trainer/Assessor to complete)

Category

Possible Issue

Reasonable Adjustment Strategy

(select as applicable)

LLN

Speaking

Reading

Writing

Confidence

Verbal assessment

Presentations

Demonstration of a skill

Use of diagrams

Use of supporting documents such as wordlists

Non-English Speaking Background

Speaking

Reading

Writing

Cultural background

Confidence

Discuss with the student and supervisor (if applicable) whether language, literacy and numeracy are likely to impact on the assessment process

Use methods that do not require a higher level of language or literacy than is required to perform the job role

Use short sentences that do not contain large amounts of information

Clarify information by rephrasing, confirm understanding

Read any printed information to the student

Use graphics, pictures and colour coding instead of, or to support, text

Offer to write down, or have someone else write, oral responses given by the student

Ensure that the time available to complete the assessment, while meeting enterprise requirements, takes account of the student’s needs

Indigenous

Knowledge and understanding

Flexibility

Services

Inappropriate training and assessment

Culturally appropriate training

Explore understanding of concepts and practical application through oral assessment

Flexible delivery

Using group rather than individual assessments

Assessment through completion of practical tasks in the field after demonstration of skills and knowledge.

Age

Educational background

Limited study skills

Make sure font size is not too small

Trainer/Assessor should refer to the student’s experience

Ensure that the time available to complete the assessment takes account of the student’s needs

Provision of information or course materials in an accessible format.

Changes in teaching practices, e.g. wearing an FM microphone to enable a student to hear lectures

Supply of specialised equipment or services, e.g. a note-taker for a student who cannot write

Changes in lecture schedules and arrangements, e.g. relocating classes to an accessible venue

Changes to course design, e.g. substituting an assessment task

Modifications to the physical environment, e.g. installing lever taps, building ramps, installing a lift

Educational background

Reading

Writing

Numeracy

Limited study skills and/or learning strategies

Discuss with the Student previous learning experience

Ensure learning and assessment methods meet the student’s individual need

Disability

Speaking

Reading

Writing

Numeracy

Limited study skills and/or learning strategies

Identify the issues

Create a climate of support

Ensure access to support that the student has agreed to

Appropriately structure the assessment

Provide information or course materials in an accessible format, e.g. a textbook in braille

Changes in teaching practices, e.g. wearing an FM microphone to enable a student to hear lectures

Supply of specialised equipment or services, e.g. a note-taker for a student who cannot write

Changes in lecture schedules and arrangements, e.g. relocating classes to an accessible venue

Changes to course design, e.g. substituting an assessment task

Modifications to the physical environment, e.g. installing lever taps, building ramps, installing a lift

Explanation of reasonable adjustments strategy used

Trainer/Assessor Name

Trainer/Assessor Declaration

I declare that I have attached all relevant evidence to provide reasonable adjustment. The training package guidelines and criteria have not been compromised in the process of providing reasonable adjustment to the student. I declare that I have conducted a fair, valid, reliable, and flexible assessment. I have provided explanation of reasonable adjustments strategy used, as required.

Trainer/Assessor Signature

Date

Appendix B: Learner Evaluation Form

Please complete this evaluation form as thoroughly as you can, in order for us to continuously improve our training quality. The purpose of the evaluation form is to evaluate the areas below:

logistics and support

facilitation

training material

assessment

Your honest and detailed input is therefore, of great value to us, and we appreciate your assistance in completing this evaluation form!

Unit of Competency Name

Trainer/Assessor Name

Student Name (Optional)

Dates of Training

Employer/Work site (if applicable)

Date of Evaluation

A

Logistics and Support Evaluation

No.

Criteria/Question

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

1

The communication regarding the required attendance and time to study to pass this unit was correct

2

The staff were efficient and helpful.

3

The training equipment and material used was effective and prepared.

4

The training venue was conducive to learning (set-up for convenience of students, comfortable in terms of temperature, etc.)

Additional Comments on Logistics and Support

No.

Criteria/Question

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

B

Trainer/Assessor Evaluation

1

The trainer/assessor was prepared and knowledgeable on the subject of the program

2

The trainer/assessor encouraged student participation and input

3

The trainer/assessor made use of a variety of methods, exercises, activities and discussions

4

The trainer/assessor used the material in a structured and effective manner

5

The trainer/assessor was approachable and respectful of the learners

6

The trainer/assessor was punctual and kept to the schedule

7

The trainer/assessor was easy to understand and used the correct language

Additional Comments on Training

No.

Criteria/Question

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

C

Learning Evaluation

1

The learning outcomes of the unit are relevant and suitable.

2

The content of the unit was relevant and suitable for the target group.

3

The length of the training was suitable for the unit.

4

The learning material assisted in the learning of new knowledge and skills to apply in a practical manner.

5

The learning material was free from spelling and grammar errors

6

Handouts and exercises were clear, concise and relevant to the outcomes and content.

7

Learning material was generally of a high standard, and user-friendly

Additional Comments on Learning Evaluation

Appendix C: Team performance plan template

PERFORMANCE PLAN ACTION PLAN

EMPLOYEE NAME

 

ROLE / TITLE

EMPLOYEE ID

 

SUPERVISOR

 

DEPARTMENT

 

DATE

 

team purpose, roles, and responsibilities

Provide specific team purpose, roles and responsibilities.

Individual/Team purpose

Roles and responsibilities

Team GOALS

Provide specific goals as they relate to strategic organisational objectives.

GOAL #

GOAL DESCRIPTION

ISSUE ADDRESSED BY MEETING GOAL

EXPECTed ouctomes

To demonstrate progress toward goal achievement, the following performance standard expectations must be met.

EXPECTATION DESCRIPTION

strategies

List activities/strategies that will aid to achieve the goals set above.

GOAL #

ACTIVITY

START DATE

PROJECTED DATE OF COMPLETION

RESOURCES

List resources available to complete goal activities; for example, training materials, training activities, seminars, peer mentoring, management support, etc.

RESOURCE NAME

DESCRIPTION OF RESOURCE

PROGRESS BENCHMARKS

GOAL #

ACTIVITY

DATE OF CHECK

FOLLOW-UP METHOD

phone, email, mtg.

EXPECTED PROGRESS/KPIs

COMMENTS

TIMELINE FOR IMPROVEMENT, CONSEQUENCES, AND EXPECTATIONS

Provide a summary of any stipulations placed upon the performance improvement plan, consequences of insufficient effort, and any legal concerns, such as confidentiality as related to this document.

SIGNATURES

EMPLOYEE NAME

EMPLOYEE SIGNATURE

DATE

SUPERVISOR NAME

SUPERVISOR SIGNATURE

DATE

Appendix D: Individual performance improvement plan

INDIVIDUAL PERFORMANCE IMPROVEMENT PLAN: TEAM MEMBER 1

EMPLOYEE NAME

 

ROLE / TITLE

EMPLOYEE ID

 

SUPERVISOR

 

DEPARTMENT

 

DATE

 

IMPROVEMENT GOALS

Provide specific goals as they relate to areas of concern to be addressed and improved upon.

GOAL #

GOAL DESCRIPTION

ISSUE ADDRESSED BY MEETING GOAL

EXPECTATIONS

To demonstrate progress toward improvement goal achievement, the following performance standard expectations must be met.

EXPECTATION DESCRIPTION

GOAL ACTIVITIES

List activities that will aid to achieve the improvement goals set above.

GOAL #

ACTIVITY

START DATE

PROJECTED DATE OF COMPLETION

RESOURCES

List resources available to complete goal activities; for example, training materials, training activities, seminars, peer mentoring, management support, etc.

RESOURCE NAME

DESCRIPTION OF RESOURCE

PROGRESS MONITORING

Provide an evaluation schedule to monitor the progress of improvement activities.

FOLLOW-UP SCHEDULE

DATE SCHEDULED

ACTIVITY

CONDUCTED BY

DATE COMPLETED

30-Day Review

45-Day Review

60-Day Review

90-Day Review

PROGRESS BENCHMARKS

GOAL #

ACTIVITY

DATE OF CHECK

FOLLOW-UP METHOD

phone, email, mtg.

EXPECTED PROGRESS/KPIs

COMMENTS

TIMELINE FOR IMPROVEMENT, CONSEQUENCES, AND EXPECTATIONS

Provide a summary of any stipulations placed upon the performance improvement plan, consequences of insufficient effort, and any legal concerns, such as confidentiality as related to this document.

SIGNATURES

EMPLOYEE NAME

EMPLOYEE SIGNATURE

DATE

SUPERVISOR NAME

SUPERVISOR SIGNATURE

DATE

INDIVIDUAL PERFORMANCE IMPROVEMENT PLAN: TEAM MEMBER 2

EMPLOYEE NAME

 

ROLE / TITLE

EMPLOYEE ID

 

SUPERVISOR

 

DEPARTMENT

 

DATE

 

IMPROVEMENT GOALS

Provide specific goals as they relate to areas of concern to be addressed and improved upon.

GOAL #

GOAL DESCRIPTION

ISSUE ADDRESSED BY MEETING GOAL

EXPECTATIONS

To demonstrate progress toward improvement goal achievement, the following performance standard expectations must be met.

EXPECTATION DESCRIPTION

GOAL ACTIVITIES

List activities that will aid to achieve the improvement goals set above.

GOAL #

ACTIVITY

START DATE

PROJECTED DATE OF COMPLETION

RESOURCES

List resources available to complete goal activities; for example, training materials, training activities, seminars, peer mentoring, management support, etc.

RESOURCE NAME

DESCRIPTION OF RESOURCE

PROGRESS MONITORING

Provide an evaluation schedule to monitor the progress of improvement activities.

FOLLOW-UP SCHEDULE

DATE SCHEDULED

ACTIVITY

CONDUCTED BY

DATE COMPLETED

30-Day Review

45-Day Review

60-Day Review

90-Day Review

PROGRESS BENCHMARKS

GOAL #

ACTIVITY

DATE OF CHECK

FOLLOW-UP METHOD

phone, email, mtg.

EXPECTED PROGRESS/KPIs

COMMENTS

TIMELINE FOR IMPROVEMENT, CONSEQUENCES, AND EXPECTATIONS

Provide a summary of any stipulations placed upon the performance improvement plan, consequences of insufficient effort, and any legal concerns, such as confidentiality as related to this document.

SIGNATURES

EMPLOYEE NAME

EMPLOYEE SIGNATURE

DATE

SUPERVISOR NAME

SUPERVISOR SIGNATURE

DATE