Assessor Resource

SITTGDE004A
Lead tour groups

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes a key tour guiding function for guides working in a range of locations and in multiple tourism industry sectors and organisation types. The unit can apply to any situation where a guide is involved in delivering a tour or activity to a group of customers. This would include multifaceted tours inclusive of multiple products and sites e.g.half-day tours of cities and regional destinations as well as tours of specific attractions and sites.

This unit can apply to cultural industries where group tours or activities take place in a museum, gallery, library, performing arts centre or zoo; to sport and recreation industries where groups participate in outdoor and adventure activities, such as guided bushwalking; and to any industry that operates tours at an industrial site, e.g. breweries, waste management facilities and factories.

The unit also applies to tour managers who accompany tour groups on extended touring programs.

Leading tour groups requires significant organisational and communication skills. Guides who perform this function operate with a considerable level of autonomy or under limited supervision and guidance from others. They apply discretion and judgement within predefined organisational procedures and when leading groups take the lead role without supervision. The role is undertaken by tour guides, tour managers, tour directors, site guides, interpretative guides, walking guides, outdoor recreation guides, museum guides, heritage guides, cultural guides, nature-based guides, driver guides, coach captains, specialist guides and owner-operators of small tour operations.

This unit describes the performance outcomes, skills and knowledge required to coordinate a group of touring customers. It focuses on the communication, leadership and conflict resolution skills required by guides. The unit requires the ability to coordinate the physical movement of groups.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

Customer service and complaints resolution is covered in SITXCOM001A Work with colleagues and customers.

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

The required outcomes described in this unit of competency contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements.




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:

coordinating the movement of groups, using communication and leadership techniques that build group cohesion

responding to people management problems and issues during group tours or activities

knowledge of the range of conflict and people management issues that could arise during group tours or activities

leading multiple tour groups to ensure consistency of performance

leading group tours or activities of a duration that reflects local industry product and practice and of sufficient duration to allow the candidate to demonstrate techniques to build group cohesion.

Context of and specific resources for assessment

Assessment must ensure:

leading tour groups within commercially realistic guiding environments, e.g. at a tourist site, on a coach tour, in a national park or on a walking tour

interaction with customer groups of a size and nature that reflect the commercial environment in which the guide operates.

Methods of assessment

A range of assessment methods should be used to assess the practical skills and knowledge required to lead tour groups. The following examples are appropriate for this unit:

direct observation of the candidate's ability to coordinate the movement of groups by participating in tours conducted by the candidate

direct observation of the candidate's people management skills during the operation of group tours

questioning group tour members as to the candidate's clarity of communication and leadership skills

review of guiding activities undertaken as part of industry placement and training with an industry operator

case studies and problem-solving to evaluate ability to apply solutions to different group conflicts and difficulties

written and oral questioning or interview to test knowledge of conflict resolution, leadership and group motivation techniques and procedures relevant to the movement of tour groups

review of portfolios of evidence and third-party workplace reports of on-the-job performance by the candidate.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

SITTGDE003A Coordinate and operate a tour

SITTGDE005A Manage extended touring programs

SITTGDE006A Prepare and present tour commentaries or activities

SITTVAF002A Provide a briefing or scripted commentary.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically with other relevant units that make up the skill set or qualification and in the context of the job role.


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.

The following skills must be assessed as part of this unit:

high-level communication skills to communicate with customers about the tour or activity movements, provide clear instructions and advise on procedures they must adhere to

conflict resolution skills and strategies incorporating the skills and techniques of:

assertiveness

active listening

non-verbal communication

inclusive language style

problem-solving

negotiation

numeracy skills to count tour members.

The following knowledge must be assessed as part of this unit:

procedures for maximising efficiency of group movements

procedures for locating lost or late group members and coordinating reunion with the group

minimal impact practices to ensure minimum disruption and disturbance to host communities and the environment

principles of group management and group dynamics

communication and leadership techniques with particular application to guiding activities and building group cohesion

types of conflict and people management issues likely to arise in a group touring situation and typical causes

procedures for negotiating and resolving conflicts and difficulties

conflict theory, including signs, stages, levels, factors involved and resolution.

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.

Techniques to build group cohesion may include:

encouraging interaction between group members

group activities or games

inviting individuals to address the group

using the skills of individual group members in the operation of the tour

focusing the group on shared experiences

using seat rotation systems.

Conflicts and difficulties may involve:

personal conflict between customers

dominant or disruptive customers

customers who cause disruption and disturbance to other tour members, host communities and the environment

negative customers

subgroups or cliques within the group

perception of favouritism by guide

dissatisfaction with the tour.

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
Maintain the tour schedule wherever possible through effective communication with the group. 
Use techniques to promptly attract group attention when required. 
Advise the group sensitively and accurately about ways in which minimum disruption and disturbance can be caused to other tour members, host communities and the environment. 
Complete physical group movements in an orderly manner, checking group numbers at appropriate times. 
Advise customers of appropriate procedures if they become separated from the group. 
Provide instructions in a manner and pace appropriate to the particular group. 
Encourage customers to seek clarification of instructions where necessary. 
Locate lost or late group members, ensure they rejoin the group and are advised of future need to comply with group movements. 
Use techniques to build group cohesion during the tour. 
Balance the needs of individuals and the group in the conduct of the tour. 
Assess potential for conflict promptly and take swift and tactful action should conflict arise, to prevent escalation and assist resolution. 
Take appropriate action to deal with difficult tour members. 
Respond to conflicts and difficulties in a manner likely to optimise the goodwill and morale of the group. 
Follow procedures for controlling drug or alcohol-affected customers according to company guidelines and legal requirements. 

Forms

Assessment Cover Sheet

SITTGDE004A - Lead tour groups
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

SITTGDE004A - Lead tour groups

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: