Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
Elements Elements describe the essential outcomes. | Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold and italicised text is used, further information is detailed in the range of conditions section. |
1. Review business plan and business performance | 1.1 Goals and key performance indicators (KPIs) specified in workplace business plan are analysed and relevance to operational area is assessed 1.2 Gaps and risks to achieving business goals and KPIs are identified 1.3 Risk management strategies to meet business goals and KPIs are identified and developed 1.4 Contingency plan to address possible areas of non-conformance with the plan is developed |
2. Assist in developing, implementing and monitoring marketing and promotional strategies | 2.1 Key business products or services are analysed to determine a suitable focus for marketing and promotional activities, according to the objectives of the business plan 2.2 Costs and benefits of using different distribution channels and providing different levels of customer service are analysed to determine the appropriate marketing mix 2.3 Agreed marketing and promotional strategies are agreed and implemented 2.4 Marketing activities are monitored and business performance is evaluated according to the objectives and targets of the business plan |
3. Seek continuous improvement opportunities | 3.1 Business development strategies are regularly reviewed with supervisor 3.2 Operational plans are reviewed to determine possible improvements to business 3.3 New ideas or activities are presented as a business case and discussed with line manager 3.4 Approval is sought from line manager before implementing new ideas and activities |
This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.
There is no Range of Conditions for this unit.
Before competency can be determined, individuals must demonstrate they can perform the following according to the standards defined in this unit’s elements, performance criteria and foundation skills:
review the performance of an automotive workplace against its business plan over twelve months
analyse the effectiveness of the business marketing strategies against sales over twelve months
develop a strategy to improve business performance based on the above review and analysis.
Individuals must be able to demonstrate knowledge of:
key features of a business plan, including:
purpose of business plan
types of business planning, including:
feasibility studies
strategic, operational, financial and marketing planning
setting short, medium and long-term goals and objectives
role of key performance indicators (KPIs) and targets
key components of financial statements, including:
cash flow
trends
areas of risk
principles and factors to consider in setting budgets, including:
setting targets and stretch targets
business profit margins
expenditure, including fixed and variable costs
calculating service and hourly rates
contingency and unplanned events
stock holding costs
rework components and costs
subcontracting costs
business development principles, and strategies for improving business performance, including:
stages in business development
basic marketing concepts and principles
promotional activities
ways to reduce costs and address budget deficits
report formats for preparing a business case, including financial analysis.
Assessors must satisfy NVR/AQTF assessor requirements.
Competency is to be assessed in the workplace or a simulated environment that accurately reflects performance in a real workplace setting.
Assessment must include direct observation of tasks.
Where assessment of competency includes third-party evidence, individuals must provide evidence that links them to having contributed to business planning processes and improvement activities in an automotive workplace, e.g. business plans.
Assessors must verify performance evidence through questioning on skills and knowledge to ensure correct interpretation and application.
The following resources must be made available:
automotive workplace or simulated workplace
financial information for an automotive workplace budget over a period of 12 months
workplace business plan
computer, office equipment and technology to prepare financial and written reports.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist