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Elements and Performance Criteria

1. Plan campaigns and projects
   • Undertake research to establish issues and requirements for the campaign or project
   • Establish steering committee, if appropriate, with terms of reference
   • Establish and agree upon objectives and outcomes with stakeholders
   • Establish and identify decision-makers and points of influence to support the campaign
   • Develop and communicate an action plan
   • Identify key indicators, milestones and measures and put evaluation techniques in place to monitor progress
   • Disseminate communication and monitoring mechanisms
   • Allocate resources and establish systems for recording and maintaining records
2. Manage campaigns and projects
   • Select relevant people to be involved on the basis of interest and suitable skill sets, and clarify roles and responsibilities
   • Allocate staff time to undertake work and establish work plans with and for individual staff members
   • Implement risk management strategies as required
   • Monitor campaign or project against plan, and negotiate and agree on adjustments with relevant people if required
   • Develop and support team members
   • Provide relevant people with feedback about their performance
   • Ensure meetings are convened with steering committee or work team as agreed or required
3. Manage campaign or project budget
   • Research cost estimates thoroughly and include contingency allowances
   • Prepare budget and gain approval from relevant people
   • Monitor expenditure against budget regularly and record accurately in accordance with union requirements
   • Negotiate revisions to budget as required
4. Review campaign or project
   • Review and measure established objectives against actual outcomes
   • Review budget and consider actual expenditure against allocated expenditure
   • Debrief project or campaign and make recommendations for future activities
   • Document lessons learned from the campaign or project and store appropriately for future use
   • Share reports on outcomes with others who may benefit from the review process

Required Skills

Required skills

communications skills to work with committees stakeholders and staff leadership and staff management skills to direct others to resolve conflict to motivate staff and to provide feedback planning and organisational skills to meet time lines to sequence work and to focus on priorities

Required knowledge

relevant regional national and international legislation and regulations relating to industrial relations occupational health and safety vocational education and training equal opportunity and discrimination financial management including how to interpret a budget how to develop a budget researched information about employers SWOT strengths weaknesses opportunities and threats analysis facing campaign or project organising frameworks organisational priorities structure and processes of unions

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 documents that demonstrate evidence of having managed all stages of a real or simulated project or campaign project or campaign plan notes from team meetings budget project or campaign communications analysis of outcomes of project or campaign and how it could have been more efficient or effective knowledge of organising frameworks
Context of and specific resources for assessment	Assessment must ensure access to a range of documents related to a union campaign or project
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 analysis of responses to case studies and scenarios direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate observation of presentations oral or written questioning to assess knowledge of organisational priorities structure and processes of unions review of action plan developed for campaign or project review of work plans established with and for individual staff members evaluation of feedback provided to relevant people about their performance
Guidance information for assessment	Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example other workplace relations units

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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.
Campaigns or projects may include:	activities that can be seen to have concrete outcomes and a defined endpoint, and which require activities that are distinct from normal day-to-day work, for example: introduce a new membership system set up a call centre delegate or staff development campaigns about industry issues campaigns or projects about wages and conditions delegate conference, targeted organising campaigns or projects public awareness or media campaigns or projects
Steering committee may refer to:	any designated group with authority in relation to the campaign or project delegates and activists group of organisers group of workplace representatives management committee members reference group sub-committee workplace organising committee
Action plan will include:	activities budgets communication strategies resource requirements risk analysis strategies time lines
Resources may include:	campaign or project staff contractors or consultants funds special tools or equipment technology

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