Google links for MARM5009A - Establish a marine surveyor practice

Elements and Performance Criteria

Required Skills

Access and interpret relevant information

Access and update records electronically

Access webbased information services

Assess business performance

Determine and confirm information using questioning and active listening techniques

Liaise with others and share information

Market products and services

Negotiate effectively with clients and others

Perform calculations related to achieving required outcomes

Plan and sequence work

Read and interpret documentation from a variety of sources

Record and consolidate relevant related information

Solve problems

Use computer applications word processing spreadsheet database specific purpose computer systems to assist in achieving required outcomes

Use language and concepts appropriate to cultural differences

Use statisticaldata analysis and interpretation

Work independently and unsupervised

Required Knowledge

Businessorganisational policy and procedure development and implementation

Commonwealth stateterritory and local government legislative requirements relating to business operations especially in regard to

antidiscrimination

due diligence

equal employment opportunity

governance requirements

industrial relations

work health and safety WHSoccupational health and safety OHS and environmental issues

How to acquire and interpret relevant data

Industry

compliance requirements

market position relative to type of survey and business operations

Information technology and communications systems

Marketing and promotional principles

Methods of evaluating current industryorganisation product and marketing mix

Planning processes

Preparation of a business plan

Principles of risk management relevant to business planning

Relevant

common law legal systems and procedures

industry codes of practice

Reasons for and benefits of business planning

Setting goals and objectives

Types of business planning

feasibility studies

strategic operational financial and marketing planning

WHSOHS requirements and safe work practices

Evidence Required

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

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

The evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the Elements Performance Criteria Required Skills Required Knowledge and include

developing effective planning documents

communicating effectively with others as required

attention to detail when completing documentation

ensuring behaviour reflects relevant current legislative and regulatory requirements

Context of and specific resources for assessment

Performance is demonstrated consistently over time and in a suitable range of contexts

Resources for assessment include access to

industryapproved marine operations site where establishing a marine surveyor practice can be conducted

tools equipment and personal protective equipment currently used in industry

relevant regulatory and equipment documentation that impacts on work activities

range of relevant exercises case studies andor other simulated practical and knowledge assessments

appropriate range of relevant operational situations in the workplace

In both real and simulated environments access is required to

relevant and appropriate materials and equipment

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

Method of assessment

Practical assessment must occur in an

appropriately simulated workplace environment andor

appropriate range of situations in the workplace

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

direct observation of the candidate establishing a marine surveyor practice

direct observation of the candidate applying relevant WHSOHS requirements and work practices

Guidance information for assessment

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

In all cases where practical assessment is used it should be combined with targeted questioning to assess Required Knowledge

Assessment processes and techniques must be appropriate to the language and literacy requirements of the work being performed and the capacity of the candidate

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.

Business plan may include:

Business opportunities, which may be influenced by:

amount and types of finance available

expected financial viability

skills of operator

Details of ownership/management

Finance, expenditure statement, balance sheet and cash flow forecast, projections for the initial years of operation assumptions underlying business plan, expected level of inflation and taxation, expected trend of interest rate, capital expenditure and its timing, stock turnover, debtor collection period, creditor payment period, return on investment

Level of risk involved, risk assessment and management

Market focus of business

Marketing requirements

Need to raise finance and requirements of lenders

Organisation/operational arrangements

Proposed size and scale of business

Recognition of any seasonal or cyclical (time-based) elements, which are crucial to business success

Resources required and available

Sources of funding

Specialist services and sources of advice that may be required

Staffing

Stages in business development

Financial plan may include:

Analysis of sales by product/service, identifying where they were sold and to whom

Cash flow estimates for each forward period

Current financial state of enterprise (or owner/operator)

Estimates of profit and loss projections for each forward period

Financial performance to date (if applicable)

Likely return on investment

Monthly, quarterly or annual returns

Non-recurrent asset calculations

Profit, turnover, capital and equity targets

Projected profit targets, pricing strategies, margins

Projections of likely financial results (budgeting)

Projections, which may vary depending on importance of such information and stage in life of business

Resources required to implement proposed marketing and production strategies (staff, materials, plant and equipment)

Review of financial inputs required (sources and forms of finance)

Risks and measures to manage or minimise risks

Working, fixed, debt and equity capital

Business goals and objectives may include:

Achievable, measurable, realistic, time defined

Customer needs

Family benefits

Goal and objective plans, systems and processes

Lifestyle issues

Market focus of business

Short, medium, or long-term goals

Social responsibility

Market research data may include:

Australian Bureau of Statistics (ABS)

Chambers of commerce information

Data from external sources such as other like businesses, industry associations and regulators

Primary market research

Secondary market research (available research by other people)

Small business surveys

Telephone surveys

Trade associations/journals

Competitor analysis may include:

Competitor:

offerings

profile in market place

promotion strategies and activities

Market position may include:

Data on:

augmented product (total package of features/benefits)

communication

core product and or the goods or services provided

cost components

distribution strategies

pricing objectives (profit, market penetration)

pricing strategies (cost plus, supply/demand, ability to pay)

product services or mix of services

product/services differentiation from competitors

promotion

promotion budget

promotional strategies

tangible product (what is perceived)

target audience

Business brand may include:

Attention, interest, desire, action (AIDA)

Business image

Practice/business logo/letterhead/signage

Facility decor

Phone answering protocol

Slogans

Style guide

Templates for communication/invoicing

Writing style

Benefits may include:

Benefits as perceived by client

Features as perceived by client

Promotional tools may include:

Advertising

Brochures

Direct mail

Networking and referrals

Newsletters (print and/or electronic)

Press releases

Publicity and sponsorship

Seminars

Telemarketing/cold calling

Websites

Applicable legislation may include:

Consumer protection

Corporate governance

Marine insurance

Marine Safety (Domestic Commercial Vessel) National Law

National Standard for Commercial Vessels (NSCV)

Trade practices

WHS/OHS

Yield per existing client may include:

Packaging fees

Raising charge out rates/fees

Reducing discounts

Selling more services to existing clients

Promotional package may include:

Directing to existing or new clients

Client newsletters or bulletins

Media advertising (radio, television, newspapers, trade journals, direct marketing)

Product service brochures

Products or give-a-ways and third party services

Sponsorship

NTIS this!

MARM5009A - Establish a marine surveyor practice

Google Links

Elements and Performance Criteria

Required Skills

Evidence Required

Range Statement