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.
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions. |
1. | Establish contact with clients and determine their needs. | 1.1. | Contact with client is established and an interest in client needs, preferences and requirements is expressed to enhance client commitment and trust, and credibility of agency or organisation, and build return client base. |
1.2. | Professional ethics are maintained with client to promote agency image and credibility. |
2. | Handle initial client enquiries. | 2.1. | Client needs, preferences and requirements are accurately clarified to maximise opportunities to promote agency or organisation services. |
2.2. | Client is given space and time to evaluate agency or organisation services, while time is used to maximum advantage for client and agency or organisation. |
2.3. | Client is provided with accurate initial information on agency or organisation services. |
2.4. | Features and benefits of agency or organisation services are explained to client. |
2.5. | Interview appointment time is arranged where necessary and interview preparations are completed. |
2.6. | Formal and informal information is gathered and appropriate notes are taken for file. |
3. | Maintain and use client database. | 3.1. | Client database is accurately developed, regularly maintained and securely stored, while maintaining client confidentiality. |
| 3.2. | Regular clients are accurately identified and followed up. |
| | 3.3. | Client records are accurately used to advise clients on agency or organisation services of possible interest. |
4. | Deal with client complaints and problems. | 4.1. | Client complaints and problems are acknowledged and client is supported to produce a positive outcome. |
| 4.2. | Client is encouraged to verbalise issues and active listening is used to minimise client frustration. |
| | 4.3. | Client’s confidence in agency or organisation is developed to promote long-term commitment and trust. |
| | 4.4. | Mutually acceptable resolution of complaint or problem is achieved by implementing agency or organisation’s policies and procedures. |
A person demonstrating competency in this unit must satisfy all of the elements, performance criteria, foundation skills and range of conditions of this unit.
The person must also interact and build relationships with clients as part of agency or organisation operations.
The person must demonstrate this performance by responding to each of the following routine workplace situations in the property industry:
dealing with an initial enquiry from a potential new client about services offered by agency or organisation
responding to a specific request from an existing client of agency or organisation
responding to a customer complaint about the quality of service provided by agency or organisation.
In doing the above, the person must:
apply agency or organisational policies and procedures, and relevant legislative requirements in regard to dealing with clients
apply knowledge of agency or organisational services to enhance client support
develop client commitment to agency or organisation and build return custom by establishing rapport and a relationship with client, maintaining professional ethics, and accurately discerning client needs, preferences and requirements
establish and maintain client records and details, maintain client confidentiality, ensure secure storage of client records, and use client records to maximise client interest in agency or organisation’s services
resolve client complaints by acknowledging problems, supporting client in arriving at positive outcomes, and obtaining mutually acceptable complaint resolution
use effective questioning, listening and observation skills to accurately determine client requirements.
A person demonstrating competency in this unit must demonstrate knowledge of:
agency or organisation’s record-keeping requirements
client service goals and objectives
services, including:
features and benefits
types
client complaints and problems, including:
strategies for resolving conflicts
types
client database with contact information
client needs, preferences and requirements specific to own work role
effective communication principles, including principles of and barriers to effective communication
ethical standards, including:
acting in the interests of client
confidentiality
disclosure of conflict of interest
due care
honesty
integrity
privacy
professional behaviour
professional competence
work organisation techniques and procedures, including:
prioritising workload to deal effectively with clients and enquiries
preparing timely and sufficient information
timing and scheduling of appointments.
The following must be present and available to learners during assessment activities:
equipment:
computer system with internet access and printer
specifications:
agency or organisation policies and procedures for interacting and communicating with clients, including for resolving disputes
client database
details of services offered by agency or organisation
codes, standards and regulations relating to client service in the property industry
relationships with team members and supervisor:
member of a work team in a property industry context under supervision of the manager or workplace principal.
Assessor requirements
As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.