Assessor Resource

BSBCUE204
Collect data

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to collect primary data for market research and opinion poll research activities by telephone or similar means within organisational guidelines.

It applies to individuals who perform a range of mainly routine tasks, using limited practical skills and fundamental operational knowledge and who work under some supervision and guidance.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Prepare for data collection

1.1 Study and clarify survey questions and engagement guide

1.2 Discuss operational boundaries and fulfilment processes with relevant personnel

1.3 Develop an understanding of relevant legislation, codes, regulations and standards that apply to engagement

1.4 Develop proficiency using the technology in place

1.5 Identify source of engagement targets

1.6 Review and develop a clear understanding of the engagement strategy

2 Conduct data collection

2.1 Make engagements in most efficient manner possible, following engagement guide within operational boundaries

2.2 Establish customer availability and willingness to participate in research

2.3 Inform customer of survey details, purpose and approximate time survey will take

2.4 Record customer responses

2.5 Answer customer queries or refer or escalate appropriately

2.6 Observe relevant codes and regulations throughout engagement

3 Record results

3.1 Record outcomes and present results according to policy

3.2 Record, report and action difficulties encountered according to policy

3.3 Assess and analyse performance against agreed targets

3.4 Amend database where applicable

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Prepare for data collection

1.1 Study and clarify survey questions and engagement guide

1.2 Discuss operational boundaries and fulfilment processes with relevant personnel

1.3 Develop an understanding of relevant legislation, codes, regulations and standards that apply to engagement

1.4 Develop proficiency using the technology in place

1.5 Identify source of engagement targets

1.6 Review and develop a clear understanding of the engagement strategy

2 Conduct data collection

2.1 Make engagements in most efficient manner possible, following engagement guide within operational boundaries

2.2 Establish customer availability and willingness to participate in research

2.3 Inform customer of survey details, purpose and approximate time survey will take

2.4 Record customer responses

2.5 Answer customer queries or refer or escalate appropriately

2.6 Observe relevant codes and regulations throughout engagement

3 Record results

3.1 Record outcomes and present results according to policy

3.2 Record, report and action difficulties encountered according to policy

3.3 Assess and analyse performance against agreed targets

3.4 Amend database where applicable

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

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Study and clarify survey questions and engagement guide 
Discuss operational boundaries and fulfilment processes with relevant personnel 
Develop an understanding of relevant legislation, codes, regulations and standards that apply to engagement 
Develop proficiency using the technology in place 
Identify source of engagement targets 
Review and develop a clear understanding of the engagement strategy 
Make engagements in most efficient manner possible, following engagement guide within operational boundaries 
Establish customer availability and willingness to participate in research 
Inform customer of survey details, purpose and approximate time survey will take 
Record customer responses 
Answer customer queries or refer or escalate appropriately 
Observe relevant codes and regulations throughout engagement 
Record outcomes and present results according to policy 
Record, report and action difficulties encountered according to policy 
Assess and analyse performance against agreed targets 
Amend database where applicable 

Forms

Assessment Cover Sheet

BSBCUE204 - Collect data
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBCUE204 - Collect data

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: