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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. Interpret balanced score card results.
   • Identify pattern(s) of performance shown on strategy map
   • Identify actions indicated by score card results
   • Discuss results with team members and other relevant stakeholders
   • Develop required actions with team members
   • Develop implementation plans with team members
   • Facilitate the implementation of required actions from developed plans
   • Follow up on implementation to ensure it occurs as planned
2. Review key performance indicators (KPIs) in the balanced scorecard for the enterprise and the team
   • Relate team key performance indicators to strategy map/strategic objective
   • Review the actions required by team members to meet each key performance indicator
   • Compare current team actions to the optimal actions to achieve strategy
   • Discuss with team modifications to key performance indicators which will better meet strategy
   • Recommend amendments to key performance indicators to relevant personnel
3. Review reporting systems for balanced scorecard information
   • Review reports to ensure information needed by team and enterprise is available
   • Review the mix of operational and strategic information to ensure it is appropriate to the needs of the team
   • Review information provided for relevance and currency, and that it is meaningful and not excessive.
   • Recommend improvements to reports and reporting system as appropriate
4. Lead improvement to team total performance
   • Compare actual total team performance with desired total performance using key performance indicators and other balanced scorecard information
   • Discuss with team ways of improving total team performance
   • Lead processes for improvement in team total performance.

Required Skills

Required skills

identifying key performance indicators and their application at the team level analysis problem solving teamwork planning and organising negotiating communication documenting

Required knowledge

components of the balanced score card including perspectives feedback loops metrics and reporting systems responsibilities of team personnel in a balanced scorecard strategy

Evidence Required

The Evidence Guide describes the underpinning knowledge and skills that must be demonstrated to prove competence It is essential for assessment and must be read conjunction with the performance criteria the range statement and the assessment guidelines of the relevant Training Package
Overview of assessment requirements	Assessment should occur on the job in an environment where the balanced scorecard is being used to improve manufacturing performance
What critical aspects of evidence is required to demonstrate competency in this unit	Evidence of the use of a balanced score card should be available
In what context should assessment occur	Assessment will need to occur in an organisation which is using or developing a balanced score card approach as a competitive manufacturing strategy
Are there any other units which could or should be assessed with this unit or which relate directly to this unit	This unit could be assessed concurrently with other relevant units
What method of assessment should apply	Assessors must be satisfied that the person can consistently perform the unit as a whole as defined by the elements performance criteria skills and knowledge A holistic approach should be taken to the assessment Assessors should gather sufficient fair valid reliable authentic and current evidence from a range of sources Sources of evidence may include direct observation reports from supervisors peers and colleagues project work samples organisation records and questioning Assessment should not require language literacy or numeracy skills beyond those required for the unit The assessee will have access to all techniques procedures information resources and aids which would normally be available in the workplace The method of assessment should be discussed and agreed with the assessee prior to the commencement of the assessment
What evidence is required for demonstration of consistent performance	Generally use of a balanced score card at the team level over a period of time would be needed to generate sufficient evidence It is unlikely that a single assessment event would provide sufficient evidence and project and portfolio approaches may be appropriate
What are the specific resource requirements for this unit	Access to an organisation using the balanced scorecard approach

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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.
Balanced scorecard	The balanced scorecard is an approach to competitive manufacturing that sets out an enterprise's vision and strategy by establishing and measuring enterprise activity in a number of different perspectives in addition to the normal financial perspective. Other perspective areas are customer, environmental, internal business process and learning and growth. For each perspective area the balanced scorecard emphasises establishing and measuring performance (metrics)..
Actions indicated	Actions indicated may include: corrective action for poor results confirming action for acceptable results taking steps to ensure actions for good results are consistently maintained changes to performance indicators or performance measurement

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