Required skills

welldeveloped communication and interpersonal skills to

negotiate and clarify resource planning requirements using questioning and active listening as required

inform staff of planning purpose and implementation processes and deal with issues that arise providing a constructive working relationship

share information listen and understand

use language and concepts appropriate to cultural differences

welldeveloped research and analysis skills for accessing interpreting and managing complex information and developing forecasts of resources needs

IT skills for accessing and using appropriate systems and databases

welldeveloped literacy skills to

read and interpret documentation from a variety of sources

prepare clear and accessible planning documentation

problem solving skills to identify any issues that have the potential to impact on resource planning and utilisation and to develop options to resolve these issues when they arise

organisational and time management skills to manage and train staff sequence tasks meet timelines and arrange meetings

Required knowledge

industry development strategies

management planning techniques and tools

organisation policy and procedure

relevant legislation and regulations including

occupational health and safety OHS

Equal Employment Opportunity EEO

antidiscrimination

WorkCover or equivalent legislation

techniques for evaluating competency of personnel

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 ability to

locate and analyse comprehensive data on organisational resources

evaluate staff competencies

develop negotiate and implement effective resourcing plans

Context of and specific resources for assessment

Assessment must ensure

competency is demonstrated in the context of the financial services work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment technology software and consumables

access to organisational information systems and data

Method of assessment

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

evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

setting and reviewing business simulations or scenarios

evaluating samples of work

accessing and validating third party reports

Guidance information for assessment

Organisation objectives and legislative issues may include:

Project may include, but is not limited to:

Resources may include:

Critical success factors may include:

Employee data may include:

Competencies may relate to:

Workload documentation may include:

Internal and external factors include: