Assessor Resource

DEFFIN023
Contribute to management of the public sector finance function

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills required to provide management of projects, programs and activities within the public sector Finance Domain management function.

This unit applies to those responsible for the development or management of the public sector Finance Domain.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to, particularly those related to financial management.

Those undertaking this unit would be working under minimal supervision and/or supervising small teams while undertaking management tasks within the Finance Domain. They would perform complex tasks in familiar context.

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Facilitate effective communication

1.1

Follow standardised communication processes and strategies

1.2

Implement consultation strategies to ensure stakeholder input into planning and decision making

1.3

Facilitate the collection of feedback

2

Develop and maintain productive working relationships

2.1

Identify the value and benefits of networks and other work relationships for the team and the organisation

2.2

Gain and maintain the trust and confidence of colleagues

2.3

Adjust interpersonal style and methods to the environment

3

Participate in continuous improvement

3.1

Promote innovation in line with the vision and objectives of the organisation

3.2

Participate in development and innovation initiatives

3.3

Prioritise competing demands to achieve team and organisational objectives

4

Manage Finance Domain project

4.1

Contribute to the definition of project scope

4.2

Provide input to a project timetable

4.3

Monitor the progress and completion of project tasks

4.4

Identify risks to project completion

4.5

Complete project deliverables

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

communicating ideas and information

facilitating two-way flow of information

identifying and resolving problems

monitoring task performance

prioritising work requirements

supporting project development, implementation and management.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

effective communication and stakeholder management techniques

key subject matter experts

relevant legislation and organisation policies and procedures

the organisational structure, roles and responsibilities.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment (PPE) currently used in industry

applicable documentation, including workplace procedures, regulations, codes of practice and operation manuals

acceptable means of simulated assessment.

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Facilitate effective communication

1.1

Follow standardised communication processes and strategies

1.2

Implement consultation strategies to ensure stakeholder input into planning and decision making

1.3

Facilitate the collection of feedback

2

Develop and maintain productive working relationships

2.1

Identify the value and benefits of networks and other work relationships for the team and the organisation

2.2

Gain and maintain the trust and confidence of colleagues

2.3

Adjust interpersonal style and methods to the environment

3

Participate in continuous improvement

3.1

Promote innovation in line with the vision and objectives of the organisation

3.2

Participate in development and innovation initiatives

3.3

Prioritise competing demands to achieve team and organisational objectives

4

Manage Finance Domain project

4.1

Contribute to the definition of project scope

4.2

Provide input to a project timetable

4.3

Monitor the progress and completion of project tasks

4.4

Identify risks to project completion

4.5

Complete project deliverables

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions may be found in the Companion Volume Implementation Guide.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

communicating ideas and information

facilitating two-way flow of information

identifying and resolving problems

monitoring task performance

prioritising work requirements

supporting project development, implementation and management.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

effective communication and stakeholder management techniques

key subject matter experts

relevant legislation and organisation policies and procedures

the organisational structure, roles and responsibilities.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment (PPE) currently used in industry

applicable documentation, including workplace procedures, regulations, codes of practice and operation manuals

acceptable means of simulated assessment.

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
Follow standardised communication processes and strategies 
Implement consultation strategies to ensure stakeholder input into planning and decision making 
Facilitate the collection of feedback 
Identify the value and benefits of networks and other work relationships for the team and the organisation 
Gain and maintain the trust and confidence of colleagues 
Adjust interpersonal style and methods to the environment 
Promote innovation in line with the vision and objectives of the organisation 
Participate in development and innovation initiatives 
Prioritise competing demands to achieve team and organisational objectives 
Contribute to the definition of project scope 
Provide input to a project timetable 
Monitor the progress and completion of project tasks 
Identify risks to project completion 
Complete project deliverables 

Forms

Assessment Cover Sheet

DEFFIN023 - Contribute to management of the public sector finance function
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

DEFFIN023 - Contribute to management of the public sector finance function

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: