Assessor Resource

SITTTOP001A
Allocate tour resources

Assessment tool

Version 1.0
Issue Date: April 2024


This unit has particular application to tour operators who operate day tours or tours of several days' duration to one or more destinations and who may use any form of transportation or operate walking tours. The unit can also apply to attraction and theme park activities.

Resource allocation requires the application of significant planning, organisational and contingency management skills and this role is generally undertaken by senior personnel who operate autonomously or under limited guidance from others. Tour resources are allocated by people such as operations managers, owner-operators of a tour operating business, senior tour guides and senior driver guides.

This unit describes the performance outcomes, skills and knowledge required to allocate human and physical resources to ensure efficient and effective tour operations. It requires the ability to correctly interpret operational documentation in order to identify and allocate appropriate types and quantities of resources to meet operational needs.

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

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:

knowledge of the legal and safety requirements that impact on resource allocation in tour operations

ability to identify and cost effectively allocate the full range of resources required for the effective and efficient operation of multiple tours

project or work activities showing the candidate allocating resources for a nominated operation on multiple occasions

ability to cope with the time pressures and other work constraints that generally apply to the resource allocation role, including problems and the need for contingency management.

Context of and specific resources for assessment

Assessment must ensure:

demonstration of skills within a fully equipped industry-realistic tourism operation where resources would be allocated, e.g. an office environment or tour operating depot using appropriate computers, printers, database programs currently used within the industry for resource allocation

access to operational, reservations and sales data in order to identify the required resources.

Methods of assessment

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

review of resource allocation activities undertaken by the candidate for a specific tour operation, conducted with the involvement of an industry operator

review of actual allocation documentation and reports prepared by the candidate

case studies to assess ability to allocate resource for specific operating circumstances

written and oral questioning or interview to test knowledge of safety and legal knowledge required to allocate appropriate resources

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:

SITXHRM003A Roster staff.

Assessing employability skills

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

Employability skills embedded in this unit should be assessed holistically with other relevant units which 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:

communication skills to liaise with other departments on resource requirements and provide and seek regular feedback on efficiency of resource allocation

numeracy skills to calculate and allocate appropriate numbers of required touring resources and calculate costs within a predetermined budget

literacy skills to read and interpret complex technical itineraries, sales and reservations data

writing skills to be able to prepare documents such as rosters, resource schedules and operational itineraries.

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

in-depth product knowledge of all elements of the tour or activity being operated

the existence and key aspects of the relevant federal, and state or territory legal compliance requirements for both human and physical resource allocation

principles of planning and scheduling that relate to tour operations and resource allocation

systems and documentation used by tourism operators to control resource allocation

operational, sales and reservations data appropriate to particular sector or workplace.

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.

Tour or activity resource requirements may be for:

single tour or activity

tour or activity series.

Operational documentation may include:

paper-based or electronically transmitted materials

reservations and sales data

tour schedules

technical or operations itineraries

passenger or customer profiles, including special requests.

Resources may include:

human resources, including:

drivers

tour guides

tour managers

drivers and guides

hostesses

camp site cooks

interpreters

specialist tour leaders

physical resources, including:

vehicles

vessels and aircraft

any form of transportation

camping equipment

catering equipment

safety equipment

first aid equipment

spare parts or equipment

recreational equipment

maintenance equipment

educational equipment

communication equipment

consumable goods.

Risks involved with resources may include:

breakdown

complete equipment failure

wear and tear

exhaustion of regulated equipment or human resource hours during tour or activity

over allocation of consumable goods and associated wastage

inadequate equipment to meet the needs of the tour or activity

sickness or injury to personnel.

Allocate resources may be:

manual

by computer.

Documentation may include:

staffing rosters

schedules allocating specific duties

schedules allocating specific physical resources

operational itineraries giving details of specific resources allocated.

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
Liaise with appropriate colleagues and other departments to identify tour or activity resource requirements. 
Interpret operational documentation and determine resource requirements that specifically meet the product delivery requirements of the tour or activity. 
Organise human and physical resources to comply with organisation requirements for long and short-term planning. 
Identify risks involved with resources and make resource allocation contingency plans to avoid disruption to tour or activity. 
Coordinate resources to meet the needs of the particular tour or activity and specific customer requirements. 
Allocate resources according to predetermined tour costings to minimise waste and maximise profitability. 
Allocate resources according to maintenance, safety and other statutory requirements. 
Provide colleagues and customers with resource information in a timely manner. 
Prepare and distribute accurate and sufficiently detailed documentation, minimising use of printed materials and maximising electronic transmission of all documents to reduce negative environmental impacts. 
Action any contingency arrangements when required. 
Recognise any changes in resource priorities and make necessary adjustments. 
Organise any necessary additional or external resources. 
Monitor and adjust efficiency and effectiveness of resource allocation. 
Provide and seek regular and accurate feedback to and from colleagues to facilitate continuous improvement of the operation. 

Forms

Assessment Cover Sheet

SITTTOP001A - Allocate tour resources
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

SITTTOP001A - Allocate tour resources

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: