Assessor Resource

FNSORG503
Develop a resource plan

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to identify the critical factors for success of specific projects or periodic work requirements, and plan for consequent priorities, budgets and workflow levels. Plans may take into account peaks and troughs in workflow, resource shortages and specific projects.

It applies to individuals who use a range of techniques to manage resource planning in consultation with others.

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. Identify critical success factors

1.1 Identify and prioritise organisational objectives and legislative issues which impact on the project in question

1.2 Identify and document resources required to meet objectives and critical success factors

2. Analyse existing resource and competency capacities

2.1 Access, interpret and appraise current and valid employee data and resources

2.2 Ascertain and verify competency levels for personnel

3. Determine future resource requirements

3.1 Obtain and analyse available information on workloads to determine temporal and spatial patterns

3.2 Develop profile of projected resource requirements, taking into account likely impact of internal and external factors

3.3 Identify competency levels necessary to meet future requirements and ascertain inconsistencies in current competency levels

4. Develop plan to adapt existing capacities to meet future needs

4.1 Plan training requirements to ensure adequate competency levels are achieved to meet future requirements

4.2 Incorporate strategies to meet resource shortages into plan, and prioritise resources

4.3 Engage external consultants where appropriate

5. Review and evaluate plan

5.1 Consult all stakeholders to determine appropriateness of plan

5.2 Incorporate agreed modifications to plan as required

Evidence of the ability to:

locate and analyse comprehensive data on organisational resources

evaluate staff competencies

develop and review effective resourcing plans.

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:

describe relevant industry resource planning and development strategies

describe management planning techniques and tools

outline objectives and critical success factors relevant to resource planning

explain key features of organisational policy and procedures relating to resource planning

explain key requirements of relevant legislation and regulations impacting on resource planning, including:

workplace health and safety (WHS)

equal employment opportunity (EEO)

anti-discrimination

WorkCover or equivalent

describe a range of techniques for evaluating competency of personnel.

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

common office equipment, technology, software and consumables

organisational information systems and 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. Identify critical success factors

1.1 Identify and prioritise organisational objectives and legislative issues which impact on the project in question

1.2 Identify and document resources required to meet objectives and critical success factors

2. Analyse existing resource and competency capacities

2.1 Access, interpret and appraise current and valid employee data and resources

2.2 Ascertain and verify competency levels for personnel

3. Determine future resource requirements

3.1 Obtain and analyse available information on workloads to determine temporal and spatial patterns

3.2 Develop profile of projected resource requirements, taking into account likely impact of internal and external factors

3.3 Identify competency levels necessary to meet future requirements and ascertain inconsistencies in current competency levels

4. Develop plan to adapt existing capacities to meet future needs

4.1 Plan training requirements to ensure adequate competency levels are achieved to meet future requirements

4.2 Incorporate strategies to meet resource shortages into plan, and prioritise resources

4.3 Engage external consultants where appropriate

5. Review and evaluate plan

5.1 Consult all stakeholders to determine appropriateness of plan

5.2 Incorporate agreed modifications to plan as required

Evidence of the ability to:

locate and analyse comprehensive data on organisational resources

evaluate staff competencies

develop and review effective resourcing plans.

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:

describe relevant industry resource planning and development strategies

describe management planning techniques and tools

outline objectives and critical success factors relevant to resource planning

explain key features of organisational policy and procedures relating to resource planning

explain key requirements of relevant legislation and regulations impacting on resource planning, including:

workplace health and safety (WHS)

equal employment opportunity (EEO)

anti-discrimination

WorkCover or equivalent

describe a range of techniques for evaluating competency of personnel.

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

common office equipment, technology, software and consumables

organisational information systems and 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
Identify and prioritise organisational objectives and legislative issues which impact on the project in question 
Identify and document resources required to meet objectives and critical success factors 
Access, interpret and appraise current and valid employee data and resources 
Ascertain and verify competency levels for personnel 
Obtain and analyse available information on workloads to determine temporal and spatial patterns 
Develop profile of projected resource requirements, taking into account likely impact of internal and external factors 
Identify competency levels necessary to meet future requirements and ascertain inconsistencies in current competency levels 
Plan training requirements to ensure adequate competency levels are achieved to meet future requirements 
Incorporate strategies to meet resource shortages into plan, and prioritise resources 
Engage external consultants where appropriate 
Consult all stakeholders to determine appropriateness of plan 
Incorporate agreed modifications to plan as required 

Forms

Assessment Cover Sheet

FNSORG503 - Develop a resource plan
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

FNSORG503 - Develop a resource plan

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: