Assessor Resource

FNSACC605
Implement organisational improvement programs

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to review current organisational improvement programs, contribute to strategic development, develop options for improvement and establish systems to support changes in resources management.

It applies to experienced individuals who use systematic approaches and problem-solving skills to evaluate operational effectiveness and implement change.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

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. Review programs

1.1 Compare program costs and estimates with budget allocations and financial projections

1.2 Analyse impact of revenue, cost and operational changes on program, together with project completion costs plus program objectives and estimate using standard financial analysis and resource management techniques

1.3 Evaluate program outcomes and performance against objectives to identify variations, contingencies and scope for review and development

1.4 Assess financing options, including costs, timeframes and expected returns, against program goals and objectives

2. Contribute to strategic development

2.1 Develop long-term financial objectives and resource management objectives to support organisational goals and aims

2.2 Identify trends and environmental factors through consultation and use of standard financial analysis and resource management techniques

2.3 Make realistic assessments of financial and resource management implications of external influencing factors on future objectives and present position

2.4 Evaluate organisational strengths and weaknesses against external relationships and environmental factors

3. Develop options for improvement

3.1 Identify causes of variations in projected organisational outcomes, and develop and implement appropriate contingency plans to minimise losses

3.2 Regularly review organisational plans to encompass changes to operational environment and assess factors influencing achievement of objectives

3.3 Identify and evaluate improvement options against organisational weaknesses

4. Establish systems to support change

4.1 Ensure strategic reviews monitor program allocations, including analysis of resource management needs, information technology needs and management processes

4.2 Monitor expenditure and revenue items to ensure compliance with budget and variations identified

4.3 Systematically communicate aims and goals of identified changes to staff and personnel using recognised communication processes and techniques

4.4 Ensure information on changes is readily available, and develop procedures and guidelines to promote absorption of changes into organisational practices

Evidence of the ability to:

review programs using standard financial analysis management techniques

contribute to strategic development through development or implementation of strategic plans

develop and document options for improvement

establish systems to support and communicate change.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

discuss issues of organisational compliance with legislation

identify and explain the key features of financial legislation relevant to taxable transactions and reporting requirements

compare and contrast financial planning and analysis techniques

outline the key features of recording and information management systems

identify the key principles of:

cost–benefit analysis

internal control, including statutory requirements

resource management.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the accounting field of work and include access to:

common office equipment, technology, software and consumables

organisational policy and procedures documentation and operational data.

Assessors must satisfy NVR/AQTF assessor requirements.

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. Review programs

1.1 Compare program costs and estimates with budget allocations and financial projections

1.2 Analyse impact of revenue, cost and operational changes on program, together with project completion costs plus program objectives and estimate using standard financial analysis and resource management techniques

1.3 Evaluate program outcomes and performance against objectives to identify variations, contingencies and scope for review and development

1.4 Assess financing options, including costs, timeframes and expected returns, against program goals and objectives

2. Contribute to strategic development

2.1 Develop long-term financial objectives and resource management objectives to support organisational goals and aims

2.2 Identify trends and environmental factors through consultation and use of standard financial analysis and resource management techniques

2.3 Make realistic assessments of financial and resource management implications of external influencing factors on future objectives and present position

2.4 Evaluate organisational strengths and weaknesses against external relationships and environmental factors

3. Develop options for improvement

3.1 Identify causes of variations in projected organisational outcomes, and develop and implement appropriate contingency plans to minimise losses

3.2 Regularly review organisational plans to encompass changes to operational environment and assess factors influencing achievement of objectives

3.3 Identify and evaluate improvement options against organisational weaknesses

4. Establish systems to support change

4.1 Ensure strategic reviews monitor program allocations, including analysis of resource management needs, information technology needs and management processes

4.2 Monitor expenditure and revenue items to ensure compliance with budget and variations identified

4.3 Systematically communicate aims and goals of identified changes to staff and personnel using recognised communication processes and techniques

4.4 Ensure information on changes is readily available, and develop procedures and guidelines to promote absorption of changes into organisational practices

Evidence of the ability to:

review programs using standard financial analysis management techniques

contribute to strategic development through development or implementation of strategic plans

develop and document options for improvement

establish systems to support and communicate change.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

discuss issues of organisational compliance with legislation

identify and explain the key features of financial legislation relevant to taxable transactions and reporting requirements

compare and contrast financial planning and analysis techniques

outline the key features of recording and information management systems

identify the key principles of:

cost–benefit analysis

internal control, including statutory requirements

resource management.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the accounting field of work and include access to:

common office equipment, technology, software and consumables

organisational policy and procedures documentation and operational data.

Assessors must satisfy NVR/AQTF assessor requirements.
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
Compare program costs and estimates with budget allocations and financial projections 
Analyse impact of revenue, cost and operational changes on program, together with project completion costs plus program objectives and estimate using standard financial analysis and resource management techniques 
Evaluate program outcomes and performance against objectives to identify variations, contingencies and scope for review and development 
Assess financing options, including costs, timeframes and expected returns, against program goals and objectives 
Develop long-term financial objectives and resource management objectives to support organisational goals and aims 
Identify trends and environmental factors through consultation and use of standard financial analysis and resource management techniques 
Make realistic assessments of financial and resource management implications of external influencing factors on future objectives and present position 
Evaluate organisational strengths and weaknesses against external relationships and environmental factors 
Identify causes of variations in projected organisational outcomes, and develop and implement appropriate contingency plans to minimise losses 
Regularly review organisational plans to encompass changes to operational environment and assess factors influencing achievement of objectives 
Identify and evaluate improvement options against organisational weaknesses 
Ensure strategic reviews monitor program allocations, including analysis of resource management needs, information technology needs and management processes 
Monitor expenditure and revenue items to ensure compliance with budget and variations identified 
Systematically communicate aims and goals of identified changes to staff and personnel using recognised communication processes and techniques 
Ensure information on changes is readily available, and develop procedures and guidelines to promote absorption of changes into organisational practices 

Forms

Assessment Cover Sheet

FNSACC605 - Implement organisational improvement programs
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

FNSACC605 - Implement organisational improvement programs

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: