- SIRXMGT006A - Initiate and implement change
Assessor Resource
SIRXMGT006A
Initiate and implement change
Assessment tool
Version 1.0
Issue Date: April 2024
This unit applies to management personnel who identify opportunities for increased sales and service, and evaluate, negotiate and implement changes consistent with the store’s overall aims and objectives.
This unit describes the performance outcomes, skills and knowledge required to initiate and implement change in a retail environment.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Prerequisites
Nil
Employability Skills
This unit contains employability skills.
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.
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package. | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: reviews relevant information and identifies opportunities for increased sales and service evaluates proposals for changes to merchandise and service range and operating systems negotiates for the successful implementation of change collaboratively implements changes evaluates implemented change against the initial proposal. |
Context of and specific resources for assessment | Assessment must ensure access to: a retail work environment relevant documentation, such as: store policy and procedures in regard to initiating and implementing change resource utilisation proposals for changes market analysis data a team. |
Methods of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: observation of performance in the workplace third-party reports from a supervisor written or verbal questioning to assess knowledge and understanding review of portfolios of evidence and third-party workplace reports of on-the-job performance. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended. |
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.
This section describes the essential skills and knowledge and their level, required for this unit. |
Required skills |
analytical skills to: evaluate and forecast collect and organise information interpersonal communication skills to: report information and communicate recommendations negotiate changes and communicate details of implementation plans through clear and direct communication ask questions to identify and confirm requirements share information use language and concepts appropriate to cultural differences use and interpret non-verbal communication conduct presentations literacy skills to document plans and reports |
Required knowledge |
store policy and procedures in regard to: initiating and implementing change applying relevant legislation and organisational rules changes to technology and resources market needs and marketing opportunities resource utilisation and costs analysing efficiency and effectiveness assessing alternatives in areas of change, including contingency planning using financial analysis techniques, including cost and benefit, differential and risk analysis quality assurance and control |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below. | |
Information may be gathered from: | external sources higher-level managers subordinates colleagues specialists staff in other departments. |
Appropriate personnel may include: | supervisor and manager team members. |
Opportunities for improvement and change may include: | personnel requirements and team composition employment and work practices work methods and patterns cost factors nature and availability of services and products quality of services and products methods to reduce waste new equipment and technology design of systems. |
Implications of change may affect: | profitability productivity quality of service and product environmental impact working conditions working relationships reactions of individual employees. |
Analysis measures may be: | qualitative quantitative. |
Communication and negotiations may include: | higher-level managers subordinates colleagues specialists staff in other departments representatives from external organisations. |
Negotiations may be conducted: | verbally in formal or informal meetings by telephone or fax written correspondence email. |
Store policy and procedures in regard to: | initiating and implementing changes communication techniques. |
Problems in implementing change may relate to: | internal considerations external considerations. |
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 |
---|---|---|---|
Regularly obtain relevant, reliable information from a variety of sources and analyse with regard to requirements of store operations. | |||
Accurately report information on developments to appropriate personnel. | |||
Use information related to current practices to identify opportunities for growth in sales and service. | |||
Continuously monitor and evaluate operations, and take action to improve where indicated. | |||
Accurately identify obstacles to change and take action to alleviate problems. | |||
Use evaluation of previous development outcomes to identify a range of opportunities for improvement and change. | |||
Ensure information on current and proposed merchandise and service range and operating systems is complete, accurate and accessible. | |||
Compare advantages and disadvantages of current and proposed operations. | |||
Assess implications of introducing changes using appropriate analysis measures. | |||
Ensure proposed changes take account of previous evaluations. | |||
Communicate recommendations to appropriate people within designated timeframes. | |||
Analyse responses to recommendations and make appropriate alterations. | |||
Promptly communicate information on projected change to appropriate people in sufficient detail for them to evaluate the implications for their areas of responsibility. | |||
Maintain good working relationships during negotiations. | |||
Ensure agreements reached include detailed implementation plans in line with store policy and procedures. | |||
Communicate complete and accurate records of negotiations and agreements to appropriate people. | |||
Where compromise necessary, ensure it is mutually acceptable and in line with store policy. | |||
Convey reasons for non acceptance of proposals positively to relevant staff. | |||
Encourage relevant people to understand and participate in changes. | |||
Communicate relevant details of implementation plans within designated timeframes to appropriate people in a manner and at a level and pace suitable for their needs. | |||
Use resources effectively to meet the requirements of operational changes. | |||
Monitor operational changes according to implementation plans. | |||
Evaluate outcomes of changes against expectations and previous sales and service records. | |||
Modify implementation process to resolve problems if required. |
Forms
Assessment Cover Sheet
SIRXMGT006A - Initiate and implement change
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Assessment Record Sheet
SIRXMGT006A - Initiate and implement change
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