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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Assist customer to articulate needs
  2. Satisfy complex customer needs
  3. Manage networks to ensure customer needs are addressed

Required Skills

Required skills

literacy skills to read a variety of texts to prepare general information and papers and to write formal and informal letters according to target audience

numeracy skills to analyse data and to compare time lines and promotional costs against budgets

problemsolving skills to develop solutions unique to a customer

culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities

Required knowledge

key provisions of relevant legislation from all levels of government that may affect aspects of business operations such as

antidiscrimination legislation

ethical principles

codes of practice

privacy laws

environmental issues

occupational health and safety

organisational procedures and standards for customer service relationships

detailed product knowledge which may be of significant breadth so as to propose alternative products and services or of significant depth so as to propose variations within a limited product and service range

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

assisting customers to articulate their needs

documenting processes used and customer satisfaction with the productsservices offered

assisting customers to address their needs

Context of and specific resources for assessment

Assessment must ensure

access to an actual workplace or simulated environment

access to office equipment and resources

examples of productsservices and promotional strategies

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate

review of documentation prioritising preferred actions

analysis of responses to case studies and scenarios

demonstration of techniques

observation of presentations

assessment of written reports

evaluation of communicationestablished with customers

review of customer interaction records

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

general administration units


Range Statement

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, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Customers may include:

customers with routine or specific requests

in person, computer-based and telephone customers

internal and external customers

people from a range of social, cultural or ethnic backgrounds

people who may be unwell, drug affected or emotionally distressed

people with varying physical and mental abilities

regular and new customers

Rights and responsibilities of customers may include:

fulfilment of external obligations

informed consent

Effective regular communication may include:

giving customers full attention

handling sensitive and confidential issues

maintaining eye-contact (for face-to-face interactions), except where eye-contact may be culturally inappropriate

speaking clearly and concisely

using active listening techniques

using appropriate language and tone of voice

using clearly written information/communication

using non-verbal communication e.g. body language, personal presentation (for face-to-face interactions)

using open and/or closed questions

Organisational procedures may include:

procedural manuals

quality systems, standards and guidelines