Assessor Resource

BSBDES502
Establish, negotiate and refine a design brief

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required to work proactively with a client or commissioning organisation to develop and negotiate a design brief.

It applies to individuals working in any industry or design context where the designer plays a key role in determining the scope and nature of work required. Establishment, negotiation and refinement of a design brief requires the integration of highly-developed creative thinking, communication and planning skills in a process that may not be linear. Adaptability and effective responses to change and new ideas are crucial.

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 Establish design requirements

1.1 Identify and make appropriate contact with relevant stakeholders for the design project, in addition to the client

1.2 Identify and source information and references relevant to the design project

1.3 Undertake critical analysis of sources and extract key information to inform the design project

1.4 Liaise with client and other key stakeholders to determine overall objectives and parameters for the design project

1.5 Proactively seek, review and act on information needed to inform constructive communication with client

1.6 Build trust and respect between self and client through effective communication and demonstration of professional integrity

2 Develop and refine design brief

2.1 Develop concepts and ideas for inclusion in design brief, taking account of overall objectives and parameters

2.2 Undertake own analysis of concept and challenge ideas and approaches taken to ensure responsiveness to project needs

2.3 Present ideas in an appropriate format/medium and seek feedback from key stakeholders

2.4 Use effective communication techniques to generate discussion, debate and critical analysis

2.5 Reevaluate and refine options based on own analysis and discourse with others

2.6 Establish and agree on final nature and scope of design brief with client and accurately document details

3 Negotiate terms and conditions

3.1 Negotiate and agree terms and conditions of brief in accordance with relevant organisational and professional standards

3.2 Clarify, agree and document roles and responsibilities of those involved in the project

3.3 Confirm agreements in writing in accordance with organisational requirements

3.4 Identify the need for specialist advice when developing formal agreements or contracts, and seek appropriate assistance


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 Establish design requirements

1.1 Identify and make appropriate contact with relevant stakeholders for the design project, in addition to the client

1.2 Identify and source information and references relevant to the design project

1.3 Undertake critical analysis of sources and extract key information to inform the design project

1.4 Liaise with client and other key stakeholders to determine overall objectives and parameters for the design project

1.5 Proactively seek, review and act on information needed to inform constructive communication with client

1.6 Build trust and respect between self and client through effective communication and demonstration of professional integrity

2 Develop and refine design brief

2.1 Develop concepts and ideas for inclusion in design brief, taking account of overall objectives and parameters

2.2 Undertake own analysis of concept and challenge ideas and approaches taken to ensure responsiveness to project needs

2.3 Present ideas in an appropriate format/medium and seek feedback from key stakeholders

2.4 Use effective communication techniques to generate discussion, debate and critical analysis

2.5 Reevaluate and refine options based on own analysis and discourse with others

2.6 Establish and agree on final nature and scope of design brief with client and accurately document details

3 Negotiate terms and conditions

3.1 Negotiate and agree terms and conditions of brief in accordance with relevant organisational and professional standards

3.2 Clarify, agree and document roles and responsibilities of those involved in the project

3.3 Confirm agreements in writing in accordance with organisational requirements

3.4 Identify the need for specialist advice when developing formal agreements or contracts, and seek appropriate assistance

This section specifies different 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.

Information and references relevant to the design brief must include consideration of:

legislative and regulatory context

financial/budgetary information

organisational materials

technical reports/data.

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
Identify and make appropriate contact with relevant stakeholders for the design project, in addition to the client 
Identify and source information and references relevant to the design project 
Undertake critical analysis of sources and extract key information to inform the design project 
Liaise with client and other key stakeholders to determine overall objectives and parameters for the design project 
Proactively seek, review and act on information needed to inform constructive communication with client 
Build trust and respect between self and client through effective communication and demonstration of professional integrity 
Develop concepts and ideas for inclusion in design brief, taking account of overall objectives and parameters 
Undertake own analysis of concept and challenge ideas and approaches taken to ensure responsiveness to project needs 
Present ideas in an appropriate format/medium and seek feedback from key stakeholders 
Use effective communication techniques to generate discussion, debate and critical analysis 
Reevaluate and refine options based on own analysis and discourse with others 
Establish and agree on final nature and scope of design brief with client and accurately document details 
Negotiate and agree terms and conditions of brief in accordance with relevant organisational and professional standards 
Clarify, agree and document roles and responsibilities of those involved in the project 
Confirm agreements in writing in accordance with organisational requirements 
Identify the need for specialist advice when developing formal agreements or contracts, and seek appropriate assistance 

Forms

Assessment Cover Sheet

BSBDES502 - Establish, negotiate and refine a design brief
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

BSBDES502 - Establish, negotiate and refine a design brief

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: