Assessor Resource

SITXMGT001
Monitor work operations

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the performance outcomes, skills and knowledge required to oversee and monitor the quality of day-to-day work. It requires the ability to communicate effectively with team members, plan and organise operational functions, and solve problems.

The unit applies to all industry sectors, and to individuals operating at a team leading, supervisory or frontline management level.

No occupational licensing, certification or specific legislative 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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Monitor and improve workplace operations.

1.1.Monitor efficiency and service levels through close contact with day-to-day operations.

1.2.Ensure workplace operations support overall organisational goals and quality assurance initiatives.

1.3.Identify quality problems and issues and make appropriate adjustments to procedures and systems, with relevant approvals.

1.4.Proactively consult with colleagues about ways to improve efficiency and service levels, including potential for new technologies and other innovations.

1.5.Provide feedback to colleagues and management to inform future planning.

1.6.Identify and take opportunities to evaluate current and emerging industry trends and practices for relevance to own work situation.

1.7.Assess and respond to opportunities to improve sustainability of day-to-day operations.

2. Plan and organise workflow.

2.1.Assess current workloads, and schedule work to maximise efficiency and customer service quality within budget constraints.

2.2.Delegate work according to principles of delegation.

2.3.Assess workflow and progress against agreed objectives and timelines.

2.4.Assist colleagues in prioritising workload through supportive feedback and coaching.

2.5.Provide timely input to appropriate management regarding staffing needs.

3. Monitor and support team members.

3.1.Monitor team and individual performance against agreed goals and objectives.

3.2.Proactively share information, knowledge and experiences with team members.

3.3.Challenge and test ideas within the team in a positive and collaborative way.

3.4.Provide feedback, coaching and support to team members.

3.5.Complete and submit organisation records as required.

4. Solve problems and make decisions.

4.1.Identify and analyse workplace problems from an operational and customer service perspective.

4.2.Initiate short-term actions to resolve immediate problems where appropriate.

4.3.Analyse problems for long-term impact, and assess and action potential solutions in consultation with relevant colleagues.

4.4.Where a team member raises a problem, encourage individual participation in solving it.

4.5.Take follow-up action to monitor effectiveness of solutions.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

plan and organise workflow for a team operation or activity that takes into account at least six of the following contingencies:

delays and time difficulties

difficult customer service situations

equipment breakdown or technical failure

financial resources

staffing levels and skill profiles

rostering requirements

staff performance

procedural requirements

product development and marketing

monitor and respond to team-based operational and service issues during the above operation or activity

complete each of the following organisational records for the above operation or activity:

performance reports

staff records.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

work organisation and planning methods appropriate to the industry sector

leadership and management roles and responsibilities in the relevant industry sector

operational functions in the relevant industry sector

procedures and systems to support work operations:

administration

health and safety

human resources

service standards

technology

work practices

concepts of quality assurance and how it is managed and implemented in the workplace

sustainability considerations for frontline operational management:

relationship between operational efficiency and financial sustainability

ways of minimising waste in the relevant work context

social responsibilities of the operation

time management principles and their application to leaders and managers for planning own work and the work of others

principles of effective delegation and delegation techniques in a frontline management context:

clear communication of what is required

gaining commitment

no undue interference

regular reporting

selecting the right person

problem-solving and decision making processes and techniques and their application to typical workplace issues

industrial or legislative issues that affect short-term work organisation appropriate to the industry sector:

relationship of relevant industrial awards to hours and conditions of work

ensuring systems and procedures meet work health and safety requirements.

Skills must be demonstrated in a business operation or activity in any industry where the individual can monitor work activities. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

organisational documents and templates:

performance reports

rosters

staff reports

a team for whom the individual can plan and organise workflow; this can be:

teams in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Monitor and improve workplace operations.

1.1.Monitor efficiency and service levels through close contact with day-to-day operations.

1.2.Ensure workplace operations support overall organisational goals and quality assurance initiatives.

1.3.Identify quality problems and issues and make appropriate adjustments to procedures and systems, with relevant approvals.

1.4.Proactively consult with colleagues about ways to improve efficiency and service levels, including potential for new technologies and other innovations.

1.5.Provide feedback to colleagues and management to inform future planning.

1.6.Identify and take opportunities to evaluate current and emerging industry trends and practices for relevance to own work situation.

1.7.Assess and respond to opportunities to improve sustainability of day-to-day operations.

2. Plan and organise workflow.

2.1.Assess current workloads, and schedule work to maximise efficiency and customer service quality within budget constraints.

2.2.Delegate work according to principles of delegation.

2.3.Assess workflow and progress against agreed objectives and timelines.

2.4.Assist colleagues in prioritising workload through supportive feedback and coaching.

2.5.Provide timely input to appropriate management regarding staffing needs.

3. Monitor and support team members.

3.1.Monitor team and individual performance against agreed goals and objectives.

3.2.Proactively share information, knowledge and experiences with team members.

3.3.Challenge and test ideas within the team in a positive and collaborative way.

3.4.Provide feedback, coaching and support to team members.

3.5.Complete and submit organisation records as required.

4. Solve problems and make decisions.

4.1.Identify and analyse workplace problems from an operational and customer service perspective.

4.2.Initiate short-term actions to resolve immediate problems where appropriate.

4.3.Analyse problems for long-term impact, and assess and action potential solutions in consultation with relevant colleagues.

4.4.Where a team member raises a problem, encourage individual participation in solving it.

4.5.Take follow-up action to monitor effectiveness of solutions.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

plan and organise workflow for a team operation or activity that takes into account at least six of the following contingencies:

delays and time difficulties

difficult customer service situations

equipment breakdown or technical failure

financial resources

staffing levels and skill profiles

rostering requirements

staff performance

procedural requirements

product development and marketing

monitor and respond to team-based operational and service issues during the above operation or activity

complete each of the following organisational records for the above operation or activity:

performance reports

staff records.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

work organisation and planning methods appropriate to the industry sector

leadership and management roles and responsibilities in the relevant industry sector

operational functions in the relevant industry sector

procedures and systems to support work operations:

administration

health and safety

human resources

service standards

technology

work practices

concepts of quality assurance and how it is managed and implemented in the workplace

sustainability considerations for frontline operational management:

relationship between operational efficiency and financial sustainability

ways of minimising waste in the relevant work context

social responsibilities of the operation

time management principles and their application to leaders and managers for planning own work and the work of others

principles of effective delegation and delegation techniques in a frontline management context:

clear communication of what is required

gaining commitment

no undue interference

regular reporting

selecting the right person

problem-solving and decision making processes and techniques and their application to typical workplace issues

industrial or legislative issues that affect short-term work organisation appropriate to the industry sector:

relationship of relevant industrial awards to hours and conditions of work

ensuring systems and procedures meet work health and safety requirements.

Skills must be demonstrated in a business operation or activity in any industry where the individual can monitor work activities. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

organisational documents and templates:

performance reports

rosters

staff reports

a team for whom the individual can plan and organise workflow; this can be:

teams in an industry workplace who are assisted by the individual during the assessment process; or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment operated within a training organisation.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

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
Monitor efficiency and service levels through close contact with day-to-day operations. 
Ensure workplace operations support overall organisational goals and quality assurance initiatives. 
Identify quality problems and issues and make appropriate adjustments to procedures and systems, with relevant approvals. 
Proactively consult with colleagues about ways to improve efficiency and service levels, including potential for new technologies and other innovations. 
Provide feedback to colleagues and management to inform future planning. 
Identify and take opportunities to evaluate current and emerging industry trends and practices for relevance to own work situation. 
Assess and respond to opportunities to improve sustainability of day-to-day operations. 
Assess current workloads, and schedule work to maximise efficiency and customer service quality within budget constraints. 
Delegate work according to principles of delegation. 
Assess workflow and progress against agreed objectives and timelines. 
Assist colleagues in prioritising workload through supportive feedback and coaching. 
Provide timely input to appropriate management regarding staffing needs. 
Monitor team and individual performance against agreed goals and objectives. 
Proactively share information, knowledge and experiences with team members. 
Challenge and test ideas within the team in a positive and collaborative way. 
Provide feedback, coaching and support to team members. 
Complete and submit organisation records as required. 
Identify and analyse workplace problems from an operational and customer service perspective. 
Initiate short-term actions to resolve immediate problems where appropriate. 
Analyse problems for long-term impact, and assess and action potential solutions in consultation with relevant colleagues. 
Where a team member raises a problem, encourage individual participation in solving it. 
Take follow-up action to monitor effectiveness of solutions. 

Forms

Assessment Cover Sheet

SITXMGT001 - Monitor work operations
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

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Assessor name:

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Assessment Record Sheet

SITXMGT001 - Monitor work operations

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:

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