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 define the essential outcomes | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Establish and maintain relationships | 1.1 Conduct interpersonal exchanges in a manner that develops and maintains trust and goodwill 1.2 Maintain confidentiality and privacy of the person within organisation policy and protocols 1.3 Recognise and respect diverse and multi-faceted needs of the individual and collaborate with other service providers as needed 1.4 Provide clear and current information about service delivery and support the interests, rights and decision-making of the person in all dealings |
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2. Prepare for planning | 2.1 Determine the physical and psychological factors relevant to the person’s life stage that will influence service delivery 2.2 Explain the purpose of the planning process and discuss different service options with the person 2.3 Work with the person to determine readiness for the development of an individualised plan and select most appropriate service option 2.4 Determine who needs to be included in the planning process and organise practicalities 2.5 Collate and prepare information and distribute to relevant stakeholders as required 2.6 Liaise with the assessor of the person’s requirements prior to the planning session as required |
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3. Plan service delivery | 3.1 Respect the person’s perspective, foster their strengths and capacities and promote their participation 3.2 Follow process requirements of service planning tools 3.3 Identify and confirm key aspects of individualised service delivery by working collaboratively with the person and other stakeholders to establish goals 3.4 Consider interrelated needs of the person and plan an integrated approach to service delivery 3.5 Conduct risk assessment specific to the person’s circumstances, discuss with person and work collaboratively to minimise risk 3.6 Manage any conflict or differences with regard for the person’s perspective |
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4. Review service delivery implementation | 4.1 Consult with relevant people to assess the quality of, and satisfaction with, service 4.2 Address and report any problems with the quality of, or satisfaction with, service delivery within organisation procedures 4.3 Work with the person and relevant others to identify and respond to the need for adjustments to individualised plans 4.4 Support the person’s self-determination in making adjustments to plans 4.5 Identify areas for improvement to overall service delivery implementation of organisation |
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5. Complete reporting requirements | 5.1 Clearly record planning activities and decisions made 5.2 Prepare reports and other documentation according to organisation requirements 5.3 Maintain currency of documentation by making appropriate updates 5.4 Incorporate review findings into continuous improvement processes |
The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:
worked within established guidelines to contribute to the planning and reviewing of services which meet the needs of at least 3 people
contributed to the planning processes by communicating effectively with the person and other stakeholders using active listening and questioning
The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:
role and responsibilities of different people in the planning process:
person’s assessor
carers and other support workers
health professionals
other service providers
service delivery workers
human development across the lifespan and influences on service delivery
strengths-based planning processes:
assessment process
collaborative approach
documentation and reporting requirements
features and modes of service delivery:
range of service options
variations for individualised service
resource requirements
motivational goal setting
collaborating with other service providers to address diverse and multi-faceted needs
transitioning to other services
exiting service
legal and ethical considerations related to planning and service delivery and how these are applied in an organisation and individual practice, including:
duty of care
privacy, confidentiality and disclosure
safety and security
risk management considerations and ways of minimising risk:
environmental
physical
physiological
continuous improvement processes
Skills must have been demonstrated in the workplace or in a simulated environment that reflects workplace conditions. The following conditions must be met for this unit:
use of suitable facilities, equipment and resources, including:
planning and service delivery policies and procedures
planning templates and tools
individualised plans and any relevant equipment outlined in the plan
Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.