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Elements and Performance Criteria

  1. Identify individuals learning and development needs
  2. Identify appropriate mentoring and/or coaching avenues
  3. Undertake mentoring and/or coaching
  4. Monitor and evaluate mentoring and/or coaching

Evidence Required

EVIDENCE GUIDE

Assessment of performance requirements in the unit should be undertaken in an industry context The Evidence Guide identifies the critical aspects knowledge and skills to be demonstrated to confirm competency for the unit Competency is demonstrated by performance of all stated criteria including the Range Statement applicable to the workplace

Overview of assessment requirements

To achieve competency in this unit a person must be able to demonstrate

the ability to develop rapport with individuals to identify career requirements and goals and analysis them in context of organisational requirements and opportunities

the ability to conduct and develop training needs analysis and development plans

the ability to cultivate collective goal setting

the ability to disseminate skills and knowledge

Critical aspects of evidence

Evidence required for demonstration of consistent performance

Competence in this unit must be assessed over a period of time in order to ensure consistency of performance over the Range Statement and contexts applicable to the work environment

Deliveryassessment relationship to other units

This unit may be assessed on its own or it may be assessed with other units that cover related skills and knowledge

Evidence is most relevant when provided through an integrated activity which combines the elements of competency for the unit

Assessment requirements

Method of assessment

For valid and reliable assessment of this unit evidence should be gathered through a range of methods to indicate consistent performance

Assessment of this unit of competence will usually include observation of processes and procedures oral andor written questioning on underpinning knowledge and skills and other methods as required

Context of assessment

Assessment of performance requirements in this unit should be undertaken within the financial services industry context

Aspects of competency including attainment of relevant knowledge and skills may be assessed in a simulated work environment or other appropriate means

Resources required for assessment

Assessment of this unit of competence requires access to

qualified assessors and assessment guidelines

a system which facilitates recording of trainee profiles and progress

facilities for workplace or simulated environment assessment


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that will affect performance.

The following variables 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. If bold italicised text is shown in Performance Criteria, details of the text are provided in the Range Statement.

Discussion may include, but is not limited to:

staff performance reviews

setting of goals and objectives

setting of performance indicators

review of company business plans

critical competencies for positions

Mentoring and coaching may include, but is not limited to:

attendance at conferences/seminars

undertaking of specific training courses

attendance at regular staff meetings

one-on-one discussion/training

self development, including development of computer skills

professional development

Development plans will include:

a record of a staff members training and/or development needs

documented opportunities to assist the staff member in reaching agreed career goals

provision for regular performance feedback and advice

a flexible approach to allow for inclusion of feedback and adaptation in approach where necessary

Company policy and procedure may include, but is not limited to:

business and operational plans

business practice guidelines

operating manuals

company codes of practice

work schedules

policy documents

mission statements

likely career paths

Outcomes may include:

both negative and positive issues arising from the process