Assessor Resource

TAEDEL402
Plan, organise and facilitate learning in the workplace

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes skills and knowledge required to plan, organise and facilitate learning for individuals in a workplace, using real work activities as the basis for learning.

It applies to a person working as an entry-level trainer, teacher or facilitator or an employee, team leader or workplace supervisor responsible for guiding learning through work.

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. Establish effective work environment for learning

1.1 Establish, and agree upon, the objectives and scope of the work-based learning

1.2 Analyse work practices and routines to determine their effectiveness in meeting established learning objectives

1.3 Identify, and address any workplace health and safety (WHS) implications of using work as the basis for learning

2. Develop a work-based learning pathway

2.1 Address contractual requirements and responsibilities for learning at work

2.2 Arrange for the integration and monitoring of external learning activities with the work-based learning pathway

2.3 Obtain agreement from relevant personnel to implement the work-based learning pathway

3. Establish the learning-facilitation relationship

3.1 Identify the context for learning and the individual’s learning style

3.2 Select an appropriate technique or process to facilitate learning, and explain the basis of the technique to the learner

3.3 Develop, document and discuss an individualised learning plan with the learner

3.4 Access, read and interpret documentation outlining the WHS responsibilities of the various parties in the learning environment

3.5 Monitor supervisory arrangements appropriate to learner’s levels of knowledge, skill and experience to provide support and encouragement and ensure learner's health and safety

4. Implement the work-based learning pathway

4.1 Explain the objectives of work-based learning, and the processes involved, to the learner

4.2 Sequence the introduction of workplace tasks, activities and processes to reflect the agreed work-based learning pathway

4.3 Encourage learner to take responsibility for learning and to self-reflect

4.4 Develop techniques that facilitate the learner’s transfer of skills and knowledge

5. Maintain and develop the learning-facilitation relationship

5.1 Prepare for each session

5.2 Structure learning activities to support and reinforce new learning, build on strengths, and identify areas for further development

5.3 Observe learner cues, and change approaches where necessary, in order to maintain momentum

5.4 Practise ethical behaviour at all times

5.5 Monitor the effectiveness of the learning/facilitation relationship through regular meetings between the parties

6. Close and evaluate the learning-facilitation relationship

6.1 Carry out the closure smoothly, using appropriate interpersonal and communication skills

6.2 Seek feedback from the learner on the outcomes achieved, and the value of the relationship

6.3 Evaluate effectiveness of the work-based pathway against the objectives, processes and techniques used

6.4 Recommend improvements to work-based practice in light of the review process

The candidate must show evidence of the ability to complete tasks outlined in the elements and performance criteria of this unit, including:

preparing and facilitating work-based learning

providing a minimum of two examples of developing work-based learning pathways, that include:

identifying needs for learning

analysing work practices, work environment and work activities

organising and allocating work in a way that reflects learning needs, and provides effective learning opportunities through work processes

conducting a learning facilitation relationship:

with at least two individuals

demonstrating communication skills and flexibility

demonstrating one or more of the processes, or techniques, identified.

The candidate must be able to demonstrate essential knowledge to effectively complete the task outlined in the elements and performance criteria of this unit. This includes knowledge of:

systems, processes and practices within the organisation where work-based learning is taking place

systems for identifying skill needs within the workplace

different learning styles, and how to encourage learning for those who learn in different ways

workplace health and safety (WHS) relating to the work role, including:

hazards relating to the industry and specific workplace

reporting requirements for hazards and incidents

specific procedures for work tasks

safe use and maintenance of relevant equipment

emergency procedures

sources of WHS information.

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Conditions must be typical of those experienced in the training and assessment environment, and include access to any documentation relating to workplace procedures required by the candidate.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.


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. Establish effective work environment for learning

1.1 Establish, and agree upon, the objectives and scope of the work-based learning

1.2 Analyse work practices and routines to determine their effectiveness in meeting established learning objectives

1.3 Identify, and address any workplace health and safety (WHS) implications of using work as the basis for learning

2. Develop a work-based learning pathway

2.1 Address contractual requirements and responsibilities for learning at work

2.2 Arrange for the integration and monitoring of external learning activities with the work-based learning pathway

2.3 Obtain agreement from relevant personnel to implement the work-based learning pathway

3. Establish the learning-facilitation relationship

3.1 Identify the context for learning and the individual’s learning style

3.2 Select an appropriate technique or process to facilitate learning, and explain the basis of the technique to the learner

3.3 Develop, document and discuss an individualised learning plan with the learner

3.4 Access, read and interpret documentation outlining the WHS responsibilities of the various parties in the learning environment

3.5 Monitor supervisory arrangements appropriate to learner’s levels of knowledge, skill and experience to provide support and encouragement and ensure learner's health and safety

4. Implement the work-based learning pathway

4.1 Explain the objectives of work-based learning, and the processes involved, to the learner

4.2 Sequence the introduction of workplace tasks, activities and processes to reflect the agreed work-based learning pathway

4.3 Encourage learner to take responsibility for learning and to self-reflect

4.4 Develop techniques that facilitate the learner’s transfer of skills and knowledge

5. Maintain and develop the learning-facilitation relationship

5.1 Prepare for each session

5.2 Structure learning activities to support and reinforce new learning, build on strengths, and identify areas for further development

5.3 Observe learner cues, and change approaches where necessary, in order to maintain momentum

5.4 Practise ethical behaviour at all times

5.5 Monitor the effectiveness of the learning/facilitation relationship through regular meetings between the parties

6. Close and evaluate the learning-facilitation relationship

6.1 Carry out the closure smoothly, using appropriate interpersonal and communication skills

6.2 Seek feedback from the learner on the outcomes achieved, and the value of the relationship

6.3 Evaluate effectiveness of the work-based pathway against the objectives, processes and techniques used

6.4 Recommend improvements to work-based practice in light of the review process

The candidate must show evidence of the ability to complete tasks outlined in the elements and performance criteria of this unit, including:

preparing and facilitating work-based learning

providing a minimum of two examples of developing work-based learning pathways, that include:

identifying needs for learning

analysing work practices, work environment and work activities

organising and allocating work in a way that reflects learning needs, and provides effective learning opportunities through work processes

conducting a learning facilitation relationship:

with at least two individuals

demonstrating communication skills and flexibility

demonstrating one or more of the processes, or techniques, identified.

The candidate must be able to demonstrate essential knowledge to effectively complete the task outlined in the elements and performance criteria of this unit. This includes knowledge of:

systems, processes and practices within the organisation where work-based learning is taking place

systems for identifying skill needs within the workplace

different learning styles, and how to encourage learning for those who learn in different ways

workplace health and safety (WHS) relating to the work role, including:

hazards relating to the industry and specific workplace

reporting requirements for hazards and incidents

specific procedures for work tasks

safe use and maintenance of relevant equipment

emergency procedures

sources of WHS information.

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Conditions must be typical of those experienced in the training and assessment environment, and include access to any documentation relating to workplace procedures required by the candidate.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

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
Establish, and agree upon, the objectives and scope of the work-based learning 
Analyse work practices and routines to determine their effectiveness in meeting established learning objectives 
Identify, and address any workplace health and safety (WHS) implications of using work as the basis for learning 
Address contractual requirements and responsibilities for learning at work 
Arrange for the integration and monitoring of external learning activities with the work-based learning pathway 
Obtain agreement from relevant personnel to implement the work-based learning pathway 
Identify the context for learning and the individual’s learning style 
Select an appropriate technique or process to facilitate learning, and explain the basis of the technique to the learner 
Develop, document and discuss an individualised learning plan with the learner 
Access, read and interpret documentation outlining the WHS responsibilities of the various parties in the learning environment 
3.5 Monitor supervisory arrangements appropriate to learner’s levels of knowledge, skill and experience to provide support and encouragement and ensure learner's health and safety 
Explain the objectives of work-based learning, and the processes involved, to the learner 
Sequence the introduction of workplace tasks, activities and processes to reflect the agreed work-based learning pathway 
Encourage learner to take responsibility for learning and to self-reflect 
Develop techniques that facilitate the learner’s transfer of skills and knowledge 
Prepare for each session 
Structure learning activities to support and reinforce new learning, build on strengths, and identify areas for further development 
Observe learner cues, and change approaches where necessary, in order to maintain momentum 
Practise ethical behaviour at all times 
Monitor the effectiveness of the learning/facilitation relationship through regular meetings between the parties 
Carry out the closure smoothly, using appropriate interpersonal and communication skills 
Seek feedback from the learner on the outcomes achieved, and the value of the relationship 
Evaluate effectiveness of the work-based pathway against the objectives, processes and techniques used 
Recommend improvements to work-based practice in light of the review process 

Forms

Assessment Cover Sheet

TAEDEL402 - Plan, organise and facilitate learning in the workplace
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

TAEDEL402 - Plan, organise and facilitate learning in the workplace

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: