Assessor Resource

TLIP5008
Manage a transport and logistics business unit

Assessment tool

Version 1.0
Issue Date: March 2024


This unit involves the skills and knowledge required to manage a transport and logistics business unit in accordance with relevant regulatory requirements, standards, codes of practice and workplace procedures.

It includes identifying the market for the business unit, setting transport and logistics business unit objectives, collecting information for business planning operations, establishing resources required to achieve objectives and managing business unit performance to achieve the required outcomes.

Work is under general guidance on progress and outcomes. It requires discretion and judgement for self and others in planning and using resources, services and processes to achieve required outcomes.

The unit generally applies to those with responsibility for resource coordination and allocation, and who lead individuals or teams.

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Identify market

1.1

Existing customers are identified and feedback is sought regarding performance

1.2

Improvements are planned to increase service provision

1.3

Potential customers are identified and arrangements are made to target potential customers

2

Set transport and logistics business unit objectives

2.1

Goals for the transport and logistics business are identified in accordance with enterprise business plan

2.2

Key performance indicators are defined and documented

2.3

Strategy to achieve transport and logistics business unit objectives in the short-, medium- and longterm is prepared

2.4

Contingency plans are developed for when objectives need to be varied

3

Collect information for business planning operations

3.1

Information on market competitors, potential opportunities and weaknesses of the business is collected, analysed and organised

3.2

Available resources are identified taking into account customer needs and business objectives

4

Establish resources to achieve objectives

4.1

Financial flows are planned and scheduled

4.2

Information on-costs and resource utilisation is interpreted and budget requirements are identified

4.3

Staff and physical resource requirements are identified and costed to meet business requirements

4.4

Job profiles are determined and resources are made available for training to meet business objectives

4.5

Transport and logistics business unit objectives and related policies and practices are explained to employees

4.6

Resource acquisition is managed to ensure business objectives are achieved

5

Manage business unit performance

5.1

Systems and processes are established to assess progress in achieving profit/productivity plans and targets

5.2

Systems for resource acquisition and usage are established

5.3

Financial information is analysed and interpreted to monitor profit/productivity performance

5.4

Systems and processes are monitored to establish whether resources are being used as planned

5.5

Problems with resource usage are investigated and rectified

5.6

Effective action is taken to reduce costs and enhance value to customers and/or enterprise

5.7

Recommendations for variations to operational plans are negotiated and approved by relevant parties

5.8

Performance reports are generated in accordance with enterprise procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant legislation and workplace procedures

communicating effectively with others when managing a transport and logistics business unit

completing documentation related to managing a transport and logistics business unit

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

operating and adapting to differences in equipment in accordance with standard operating procedures

operating electronic communications equipment to required protocol

prioritising work and coordinating self and others in relation to business activities

reading and interpreting operational data, regulatory requirements, market intelligence, finance, budgetary information and business policies relevant to managing a transport and logistics business unit

reporting and/or rectifying identified problems promptly, in accordance with regulatory requirements and workplace procedures

working collaboratively with others when managing a transport and logistics business unit

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

application of current competencies within functional activity

application of relevant Australian and international standards and associated certification requirements

Australian and international regulations, codes of practice and legislative requirements relevant to business unit activities

business policies and priorities

operational work systems, resources, management and workplace operating systems

hazards and risks that may arise when managing a transport and logistics business unit, and ways of controlling the risks involved

information on key competitor operations, strengths and weaknesses

market intelligence relevant to business operations

problems that may occur when managing a transport and logistics business unit, and action that can be taken to report or resolve these problems

quality and customer service standards, policies and procedures

relevant work health and safety (WHS)/occupational health and safety (OHS) and environmental procedures and regulations

resource availability including the competencies of individuals in the team and group

workplace policies and processes for managing a transport and logistics business unit.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.


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

Identify market

1.1

Existing customers are identified and feedback is sought regarding performance

1.2

Improvements are planned to increase service provision

1.3

Potential customers are identified and arrangements are made to target potential customers

2

Set transport and logistics business unit objectives

2.1

Goals for the transport and logistics business are identified in accordance with enterprise business plan

2.2

Key performance indicators are defined and documented

2.3

Strategy to achieve transport and logistics business unit objectives in the short-, medium- and longterm is prepared

2.4

Contingency plans are developed for when objectives need to be varied

3

Collect information for business planning operations

3.1

Information on market competitors, potential opportunities and weaknesses of the business is collected, analysed and organised

3.2

Available resources are identified taking into account customer needs and business objectives

4

Establish resources to achieve objectives

4.1

Financial flows are planned and scheduled

4.2

Information on-costs and resource utilisation is interpreted and budget requirements are identified

4.3

Staff and physical resource requirements are identified and costed to meet business requirements

4.4

Job profiles are determined and resources are made available for training to meet business objectives

4.5

Transport and logistics business unit objectives and related policies and practices are explained to employees

4.6

Resource acquisition is managed to ensure business objectives are achieved

5

Manage business unit performance

5.1

Systems and processes are established to assess progress in achieving profit/productivity plans and targets

5.2

Systems for resource acquisition and usage are established

5.3

Financial information is analysed and interpreted to monitor profit/productivity performance

5.4

Systems and processes are monitored to establish whether resources are being used as planned

5.5

Problems with resource usage are investigated and rectified

5.6

Effective action is taken to reduce costs and enhance value to customers and/or enterprise

5.7

Recommendations for variations to operational plans are negotiated and approved by relevant parties

5.8

Performance reports are generated in accordance with enterprise procedures

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

applying relevant legislation and workplace procedures

communicating effectively with others when managing a transport and logistics business unit

completing documentation related to managing a transport and logistics business unit

implementing contingency plans

modifying activities depending on operational contingencies, risk situations and environments

monitoring work activities in terms of planned schedule

operating and adapting to differences in equipment in accordance with standard operating procedures

operating electronic communications equipment to required protocol

prioritising work and coordinating self and others in relation to business activities

reading and interpreting operational data, regulatory requirements, market intelligence, finance, budgetary information and business policies relevant to managing a transport and logistics business unit

reporting and/or rectifying identified problems promptly, in accordance with regulatory requirements and workplace procedures

working collaboratively with others when managing a transport and logistics business unit

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

application of current competencies within functional activity

application of relevant Australian and international standards and associated certification requirements

Australian and international regulations, codes of practice and legislative requirements relevant to business unit activities

business policies and priorities

operational work systems, resources, management and workplace operating systems

hazards and risks that may arise when managing a transport and logistics business unit, and ways of controlling the risks involved

information on key competitor operations, strengths and weaknesses

market intelligence relevant to business operations

problems that may occur when managing a transport and logistics business unit, and action that can be taken to report or resolve these problems

quality and customer service standards, policies and procedures

relevant work health and safety (WHS)/occupational health and safety (OHS) and environmental procedures and regulations

resource availability including the competencies of individuals in the team and group

workplace policies and processes for managing a transport and logistics business unit.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.

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
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Forms

Assessment Cover Sheet

TLIP5008 - Manage a transport and logistics business unit
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

TLIP5008 - Manage a transport and logistics business unit

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: