Assessor Resource

TAEDEL404
Mentor in the workplace

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to establish and develop a professional mentoring relationship with an individual in a workplace.

It applies to workplace supervisors or other work colleagues who work under limited supervision and who have responsibility for mentoring one or more individuals in the workplace. This may include, but is not limited to, those who mentor an apprentice or trainee employed by, or undertaking a work placement within, an organisation.

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. Develop a mentoring plan

1.1 Identify scope and boundaries of the mentoring relationship according to organisational procedures

1.2 Document mentoring plan in accordance with organisational requirements

1.3 Establish ground rules and negotiate realistic expectations

1.4 Establish and maintain confidentiality of the relationship in accordance with legislation, policy and procedures

2. Facilitate mentoring relationship

2.1 Develop learner’s confidence, self-esteem, respect and trust in the mentoring relationship

2.2 Share personal experiences and knowledge with the person being mentored according to agreed objectives

2.3 Support the person being mentored to develop and use skills in problem solving and decision making

2.4 Use personal and professional networks to assist the person being mentored

2.5 Provide information, and guidance to enhance engagement in the workplace

2.6 Use techniques for resolving differences without damaging the relationship, and obtain assistance according to organisational policy and procedures

3. Monitor mentoring relationship

3.1 Provide planning assistance and guidance as requested by the person being mentored in a form and style to suit their requirements

3.2 Provide feedback to the person being mentored on progress towards achieving the expectations and goals of the mentoring process

3.3 Recognise and discuss changes in the mentoring relationship with appropriate stakeholders

3.4 Negotiate and manage closure of the mentoring arrangement once objectives have been met

4. Evaluate effectiveness of mentoring

4.1 Establish and discuss benefits gained from the mentoring process

4.2 Reflect on and articulate the personal benefits gained from providing mentoring

4.3 Identify and report the outcomes of the mentoring arrangement and the benefits to the organisation according to organisational policy and procedures to improve the mentoring system or program

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

preparing a mentoring plan between the mentor and mentee that sets out clear objectives for a mentoring relationship that will last at least one year

facilitating at least three mentoring sessions

documenting information on sessions, including comments and notes from both mentor and mentee.

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:

relevant policy, legislation, codes of practice and national standards likely to impact on the provision of workplace mentoring, including training contracts and responsibilities of employer, registered training organisation (RTO) and funding body where they exist

mentoring methodologies and strategies

learning theories in relation to mentoring

strategies for working with a mentee including encouraging self reflection, confidence and the building of rapport

acceptable behaviour in the mentoring relationship

equal employment opportunity, equity and diversity principles

how a mentor can support the mentee’s employer to meet its WHS obligations for the mentee.

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:

documentation of any existing training plan or contract if applicable to the mentoring relationship.

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. Develop a mentoring plan

1.1 Identify scope and boundaries of the mentoring relationship according to organisational procedures

1.2 Document mentoring plan in accordance with organisational requirements

1.3 Establish ground rules and negotiate realistic expectations

1.4 Establish and maintain confidentiality of the relationship in accordance with legislation, policy and procedures

2. Facilitate mentoring relationship

2.1 Develop learner’s confidence, self-esteem, respect and trust in the mentoring relationship

2.2 Share personal experiences and knowledge with the person being mentored according to agreed objectives

2.3 Support the person being mentored to develop and use skills in problem solving and decision making

2.4 Use personal and professional networks to assist the person being mentored

2.5 Provide information, and guidance to enhance engagement in the workplace

2.6 Use techniques for resolving differences without damaging the relationship, and obtain assistance according to organisational policy and procedures

3. Monitor mentoring relationship

3.1 Provide planning assistance and guidance as requested by the person being mentored in a form and style to suit their requirements

3.2 Provide feedback to the person being mentored on progress towards achieving the expectations and goals of the mentoring process

3.3 Recognise and discuss changes in the mentoring relationship with appropriate stakeholders

3.4 Negotiate and manage closure of the mentoring arrangement once objectives have been met

4. Evaluate effectiveness of mentoring

4.1 Establish and discuss benefits gained from the mentoring process

4.2 Reflect on and articulate the personal benefits gained from providing mentoring

4.3 Identify and report the outcomes of the mentoring arrangement and the benefits to the organisation according to organisational policy and procedures to improve the mentoring system or program

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

preparing a mentoring plan between the mentor and mentee that sets out clear objectives for a mentoring relationship that will last at least one year

facilitating at least three mentoring sessions

documenting information on sessions, including comments and notes from both mentor and mentee.

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:

relevant policy, legislation, codes of practice and national standards likely to impact on the provision of workplace mentoring, including training contracts and responsibilities of employer, registered training organisation (RTO) and funding body where they exist

mentoring methodologies and strategies

learning theories in relation to mentoring

strategies for working with a mentee including encouraging self reflection, confidence and the building of rapport

acceptable behaviour in the mentoring relationship

equal employment opportunity, equity and diversity principles

how a mentor can support the mentee’s employer to meet its WHS obligations for the mentee.

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:

documentation of any existing training plan or contract if applicable to the mentoring relationship.

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
Identify scope and boundaries of the mentoring relationship according to organisational procedures 
Document mentoring plan in accordance with organisational requirements 
Establish ground rules and negotiate realistic expectations 
Establish and maintain confidentiality of the relationship in accordance with legislation, policy and procedures 
Develop learner’s confidence, self-esteem, respect and trust in the mentoring relationship 
Share personal experiences and knowledge with the person being mentored according to agreed objectives 
Support the person being mentored to develop and use skills in problem solving and decision making 
Use personal and professional networks to assist the person being mentored 
Provide information, and guidance to enhance engagement in the workplace 
Use techniques for resolving differences without damaging the relationship, and obtain assistance according to organisational policy and procedures 
Provide planning assistance and guidance as requested by the person being mentored in a form and style to suit their requirements 
Provide feedback to the person being mentored on progress towards achieving the expectations and goals of the mentoring process 
Recognise and discuss changes in the mentoring relationship with appropriate stakeholders 
Negotiate and manage closure of the mentoring arrangement once objectives have been met 
Establish and discuss benefits gained from the mentoring process 
Reflect on and articulate the personal benefits gained from providing mentoring 
Identify and report the outcomes of the mentoring arrangement and the benefits to the organisation according to organisational policy and procedures to improve the mentoring system or program 

Forms

Assessment Cover Sheet

TAEDEL404 - Mentor 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

TAEDEL404 - Mentor 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: