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Elements and Performance Criteria

  1. Identify individual learning facilitation requirements
  2. Establish the learning/ facilitation relationship
  3. Maintain and develop the learning/facilitation relationship
  4. Close and evaluate the learning/facilitation relationship

Evidence Required

The Evidence Guide provides advice to inform and support appropriate assessment of this unit It contains an overview of assessment followed by identification of specific aspects of evidence that will need to be addressed in determining competency The Evidence Guide is an integral part of the unit and should be read and interpreted in conjunction with the other components of competency

Assessment must reflect the endorsed Assessment Guidelines of the TAA Training and Assessment Training Package

Assessment must reflect the endorsed Assessment Guidelines of the TAA04 Training and Assessment Training Package.

Overview of Assessment

To demonstrate competency against this unit candidates must be able to provide evidence that they can establish and maintain an effective learningfacilitation relationship with an individual learner

The trainerfacilitator must demonstrate the development of a relationship in one or more delivery modes which is learner centred adaptable to individual needs and appropriate to the learning area or focus of the relationship Demonstration of effective techniques communication interpersonal skills and problem solving skills are pivotal to demonstrated competency in this unit

Evidence Requirements

Required knowledge includes

the effects of verbal and non verbal communication for example

how to interpret behaviours

how to model behaviours and values

sound knowledge of different learning styles and how to encourage different learners for example

theoretical learners

pragmatic learners

activist learners

reflective learners

kinaesthetic learners

audio learners

visual learners

tactile learners

leftright brain learners

the learning cycle including

concrete experience

observation and reflection

concept formation

testing new learning

learning principles for example

adults have a need to be self directing and decide for themselves what they want to learn

adults have a range of life experience and connecting learning to experience is meaningful

adults have a need to know why they are learning something

adults need to be respected

adults prefer learning to be relevant and practical

the needs and characteristics of the individual learner

change processes for example

how people work through change

behaviours associated with change

the organisational culture for example

how individualised learning is perceived and valued

workplace arrangements for individualised learning

industrial relations implications

regulatory requirements

current techniques to facilitate individual learning

how to create new learning activities

learner cues that may reflect difficulties with individual learning facilitation relationships

sources of external support

measurement or evaluation tool development

other learning options learning activities and referrals

relevant policy legal requirements codes of practice and national standards including Commonwealth and stateterritory legislation for example

competency standards

licensing

industryworkplace requirements

duty of care under common law

recording information and confidentiality requirements

anti discrimination including equal opportunity racial vilification and disability discrimination

workplace relations

industrial awardsenterprise agreements

National Reporting System

OHS relating to the work role including

reporting requirements for hazards

safe use and maintenance of relevant equipment

emergency procedures

sources of OHS information

Required skills and attributes include

use of empathy to

build rapport

communicate the feeling of threat and risk when facilitation begins

deal appropriately with a range of emotions

interpersonal skills to

set up a comfortable environment

demonstrate awareness of own behaviour

use appropriate humour to lighten atmosphere

keep the sessions learner centred

analysis skills to

identify suitable learningfacilitation techniques and activities for the individual learner

flexibility to

determine and alter a learning plan

negotiate with the learner to ensure facilitation is suitable

be patient with individuals learning ability

interpret information gathered and adapt own style accordingly

communication skills to

give positive and negative feedback

demonstrate awareness of own behaviour

negotiate and manage conflict

confirm clarify or repair understanding

build constructively on what has been said

learning and facilitation techniques to

lead and motivate learners to take responsibility for their own learning

maintain momentum during the learning process

facilitate individual learning through a one on one relationship

literacy skills to

develop the learning plan

maintain records and other documentation

read and interpret relevant documentation

recognising and being sensitive to individual difference and diversity for example

being sensitive to and valuing culture

acting without biasdiscrimination

responding to individuals with particular needs

recognising the importance of religion

time management skills to

structure sessions

drive the process to achieve goals

Products that could be used as evidence include

individual learning plan

facilitation activities

evaluations from participants or organisation

evidence of self evaluation and improvement of skills for example a learning journal

audio or video of a facilitation session

Processes that could be used as evidence include

how communication skills have been used in facilitatinglearning particularly questioning techniques listening and interpretation and why

how the individuals learning area style and context were matched to the learning facilitation methods process and activities utilised

how learning was structured to build new skills and why

how reflection and insight into learning was developed in the learner

how the trainerfacilitator relationship was terminated and why

Resource implications for assessment include

materials and information for facilitation

permission of organisation for time and resources

The collection of quality evidence requires that

assessment must address the scope of this unit and reflect all components of the unit ie the Elements Performance Criteria Range Statement Evidence Requirements and Key Competencies

a range of appropriate assessment methodsevidence gathering techniques is used to determine competency

evidence must be gathered in the workplace whenever possible Where no workplace is available a simulated workplace must be provided

the evidence collected must relate to a number of performances assessed at different points in time and in a learning and assessment pathway these must be separated by further learning and practice

assessment meets the rules of evidence

a judgement of competency should only be made when the assessor is confident that the required outcomes of the unit have been achieved and that consistent performance has been demonstrated

Specific evidence requirements must include

a minimum of two examples of a learning facilitation relationship being conducted with different individuals to demonstrate communication skills and flexibility one or more of the processestechniques identified must be demonstrated

Integrated assessment means that

this unit can be assessed alone or as part of an integrated assessment activity involving other relevant units in the TAA Training and Assessment Training Package Suggested units include but are not limited to

this unit can be assessed alone or as part of an integrated assessment activity involving other relevant units in the TAA04 Training and Assessment Training Package. Suggested units include but are not limited to:

TAADELA Plan and organise group based delivery

- TAADEL401A Plan and organise group based delivery

TAADELA Facilitate group based learning

- TAADEL402A Facilitate group based learning

TAADELA Facilitate work based learning

- TAADEL404A Facilitate work based learning

TAADELA Facilitate e learning

- TAADEL501A Facilitate e learning.

The Evidence Guide provides advice to inform and support appropriate assessment of this unit It contains an overview of assessment followed by identification of specific aspects of evidence that will need to be addressed in determining competency The Evidence Guide is an integral part of the unit and should be read and interpreted in conjunction with the other components of competency

Assessment must reflect the endorsed Assessment Guidelines of the TAA Training and Assessment Training Package

Assessment must reflect the endorsed Assessment Guidelines of the TAA04 Training and Assessment Training Package.

Overview of Assessment

To demonstrate competency against this unit candidates must be able to provide evidence that they can establish and maintain an effective learningfacilitation relationship with an individual learner

The trainerfacilitator must demonstrate the development of a relationship in one or more delivery modes which is learner centred adaptable to individual needs and appropriate to the learning area or focus of the relationship Demonstration of effective techniques communication interpersonal skills and problem solving skills are pivotal to demonstrated competency in this unit

Evidence Requirements

Required knowledge includes

the effects of verbal and non verbal communication for example

how to interpret behaviours

how to model behaviours and values

sound knowledge of different learning styles and how to encourage different learners for example

theoretical learners

pragmatic learners

activist learners

reflective learners

kinaesthetic learners

audio learners

visual learners

tactile learners

leftright brain learners

the learning cycle including

concrete experience

observation and reflection

concept formation

testing new learning

learning principles for example

adults have a need to be self directing and decide for themselves what they want to learn

adults have a range of life experience and connecting learning to experience is meaningful

adults have a need to know why they are learning something

adults need to be respected

adults prefer learning to be relevant and practical

the needs and characteristics of the individual learner

change processes for example

how people work through change

behaviours associated with change

the organisational culture for example

how individualised learning is perceived and valued

workplace arrangements for individualised learning

industrial relations implications

regulatory requirements

current techniques to facilitate individual learning

how to create new learning activities

learner cues that may reflect difficulties with individual learning facilitation relationships

sources of external support

measurement or evaluation tool development

other learning options learning activities and referrals

relevant policy legal requirements codes of practice and national standards including Commonwealth and stateterritory legislation for example

competency standards

licensing

industryworkplace requirements

duty of care under common law

recording information and confidentiality requirements

anti discrimination including equal opportunity racial vilification and disability discrimination

workplace relations

industrial awardsenterprise agreements

National Reporting System

OHS relating to the work role including

reporting requirements for hazards

safe use and maintenance of relevant equipment

emergency procedures

sources of OHS information

Required skills and attributes include

use of empathy to

build rapport

communicate the feeling of threat and risk when facilitation begins

deal appropriately with a range of emotions

interpersonal skills to

set up a comfortable environment

demonstrate awareness of own behaviour

use appropriate humour to lighten atmosphere

keep the sessions learner centred

analysis skills to

identify suitable learningfacilitation techniques and activities for the individual learner

flexibility to

determine and alter a learning plan

negotiate with the learner to ensure facilitation is suitable

be patient with individuals learning ability

interpret information gathered and adapt own style accordingly

communication skills to

give positive and negative feedback

demonstrate awareness of own behaviour

negotiate and manage conflict

confirm clarify or repair understanding

build constructively on what has been said

learning and facilitation techniques to

lead and motivate learners to take responsibility for their own learning

maintain momentum during the learning process

facilitate individual learning through a one on one relationship

literacy skills to

develop the learning plan

maintain records and other documentation

read and interpret relevant documentation

recognising and being sensitive to individual difference and diversity for example

being sensitive to and valuing culture

acting without biasdiscrimination

responding to individuals with particular needs

recognising the importance of religion

time management skills to

structure sessions

drive the process to achieve goals

Products that could be used as evidence include

individual learning plan

facilitation activities

evaluations from participants or organisation

evidence of self evaluation and improvement of skills for example a learning journal

audio or video of a facilitation session

Processes that could be used as evidence include

how communication skills have been used in facilitatinglearning particularly questioning techniques listening and interpretation and why

how the individuals learning area style and context were matched to the learning facilitation methods process and activities utilised

how learning was structured to build new skills and why

how reflection and insight into learning was developed in the learner

how the trainerfacilitator relationship was terminated and why

Resource implications for assessment include

materials and information for facilitation

permission of organisation for time and resources

The collection of quality evidence requires that

assessment must address the scope of this unit and reflect all components of the unit ie the Elements Performance Criteria Range Statement Evidence Requirements and Key Competencies

a range of appropriate assessment methodsevidence gathering techniques is used to determine competency

evidence must be gathered in the workplace whenever possible Where no workplace is available a simulated workplace must be provided

the evidence collected must relate to a number of performances assessed at different points in time and in a learning and assessment pathway these must be separated by further learning and practice

assessment meets the rules of evidence

a judgement of competency should only be made when the assessor is confident that the required outcomes of the unit have been achieved and that consistent performance has been demonstrated

Specific evidence requirements must include

a minimum of two examples of a learning facilitation relationship being conducted with different individuals to demonstrate communication skills and flexibility one or more of the processestechniques identified must be demonstrated

Integrated assessment means that

this unit can be assessed alone or as part of an integrated assessment activity involving other relevant units in the TAA Training and Assessment Training Package Suggested units include but are not limited to

this unit can be assessed alone or as part of an integrated assessment activity involving other relevant units in the TAA04 Training and Assessment Training Package. Suggested units include but are not limited to:

TAADELA Plan and organise group based delivery

- TAADEL401A Plan and organise group based delivery

TAADELA Facilitate group based learning

- TAADEL402A Facilitate group based learning

TAADELA Facilitate work based learning

- TAADEL404A Facilitate work based learning

TAADELA Facilitate e learning

- TAADEL501A Facilitate e learning.


Range Statement

The Range Statement adds definition to the unit by elaborating critical or significant aspects of the performance requirements of the unit. The Range Statement establishes the range of indicative meanings or applications of these requirements in different operating contexts and conditions. The specific aspects which require elaboration are identified by the use of italics in the Performance Criteria.

Need for individual learning/ facilitation may be:

proposed by the learner, a manager/department in the organisation, or the trainer/facilitator

a requirement of management

part of the delivery strategy of a Training Package qualification, course or learning program

a request for additional support to enhance learning

based on observation

Learning area may be:

organisational/individual

a new/changed job role

new or changed work procedures/work skills

technical skills

life skills

generic skills

management skills

units of competency in Training Packages

curriculums

Goals for learning may include:

learning a new skill/area of knowledge or competency

defined through learning outcomes or objectives of a learning program

increasing productivity

career advancement or redirection

changes in life direction

setting personal directions/achievements

relationship development

Relevant persons may include:

the learner

the workplace supervisor/coordinator/manager

other team members

other trainers/facilitators/teachers/lecturers

Individual learning/facilitation techniques and processes may include:

a formal or informal process

an ongoing or one off process

a specific circumstance or an integrated feature of the overall learning process

coaching techniques

mentoring techniques

tutoring techniques

peer relationships

matching experienced workers/learners

single or double loop learning approaches

Evaluation processes may include:

a formal evaluation tool

quantifiable measures such as increased productivity/achievement of new skills

level of attendance

critical feedback from learner and others

Organisational support may include:

agreement by organisation to provide additional assistance to individuals through identified techniques

venue and equipment support

additional time with learner

Individual's learning style may include:

auditory

visual

kinaesthetic

tactile

left/right brain

global/analytical

theoretical

activist

pragmatist

reflective

Learner characteristics may include:

language, literacy and numeracy requirements

specific needs, physical or psychological

preferred learning styles

employment status

past learning experiences

level of maturity

cultural background and needs

level of formal schooling in Australia or overseas

length of time resident in Australia

Context for learning may be:

determined by the area of learning

determined by the trainer/facilitator and the learner

defined by the work/learning activities

in a classroom, tutorial room, meeting room, office, work in situ, any agreed meeting place

in a workplace, training and/or assessment organisation, college, community, university or school

defined by the time requirements for individual facilitation and how these will be built into learning activities

impacted by the health, safety or welfare of the learner

Selected is defined as:

where the trainer/facilitator has the capacity to independently determine which technique/process will be most appropriate

Organised is defined as:

where the trainer/facilitator is operating in circumstances where the technique/process is part of an existing delivery system

Boundaries and expectations may include:

the roles and responsibilities of the trainer/facilitator

the roles and responsibilities of the learner

extent/limits of the relationship

the techniques/processes to be used

confidentiality

the range of expertise of the trainer/facilitator

the involvement of others

organisational expectations

reporting requirements

Communication skills must include:

using icebreakers as appropriate

building rapport with the learner

using effective verbal and body language

demonstrating a capacity to communicate clearly to facilitate the learning

using critical listening and questioning techniques

providing constructive and supportive feedback

accurately interpreting verbal messages

assisting learners to paraphrase advice/instructions to the trainer/facilitator

providing clear and concrete options/advice

using appropriate terminology and language of the industry/profession

ensuring language, literacy and numeracy (LLN) used is appropriate to the learner

Interpersonal skills must include:

showing respect for the expertise and background of the learner

demonstrating sensitivity to diversity, disability, culture, gender and ethnic backgrounds

modelling facilitation and learning behaviours

engaging in two way interaction

encouraging the expression of diverse views and opinions

negotiating complex discussions by establishing a supportive environment

using language and concepts appropriate to cultural differences

accurately interpreting non verbal messages

Equity or additional support needs may include:

English language, literacy and numeracy support

disability support

Aboriginal and Torres Straight Islander support

ethnic support services

interpreting services

counselling services

community support

An individualised learning plan includes:

the goals to be achieved

contingency plans

the logistics of the learning relationship, for example:

- period of relationship

- frequency of meetings/length of sessions

- location of meetings/contact

the structure of the learning relationship, for example:

- activities to be undertaken

- monitoring processes

- tools/equipment needed

- shadowing

occupational health and safety (OHS) considerations

Preparation may include:

planning for each meeting/session

being organised for each meeting/session

reflecting on outcomes of previous meeting/session

being punctual

identifying 'where we are' at the start

appearing relaxed and confident

enabling learner to identify his/her perspective

providing a relaxing, non threatening environment

Structured learning activities may include:

direction, guidance and mutual discussion

role-plays

written exercises

demonstrations

practice opportunities e.g. practicum or supervised teaching/facilitation

role modelling

projects

readings

research

video/audio analysis

a learning journal

Leadership and motivational skills may include:

maintaining focus

transferring responsibility

empowering the learner

inspiring the learner

visualising the learner's perspective

using effective communication

Learner cues may include:

level of engagement/disengagement

regular/irregular attendance/absences

evidence of frustration, distraction, stress

level of communication/interaction

level of ease/difficulty in undertaking learning activities

stagnation in learning

level of dependence/independence

evidence of problems/issues which may be personal, employment based or related to the individualised learning

Changes in approach may include:

revision of individualised learning plan

fresh approach/shift in technique

problem solving

shift in level of guidance/level of independence

Ethical behaviours include:

trust

integrity

privacy and confidentiality of the session

following organisational policies

knowing own limitations

having a range of other intervention referrals ready when needed

honesty

fairness to others

Tools and signals may include:

self assessment by the learner

a measure of improvement in a particular area

readiness for formal assessment

level of independence in learning

readiness to maintain learning through other means or modes

severe/fixed blockages in the relationship

agreed time period over

Feedback may be:

interview

formal discussion

informal discussion

written questionnaire

Impact may be:

successful achievement/rate of achievement/lack of achievement of identified goals

achievement of other outcomes as a result of the relationship

development of new goals

increased/new motivation to learn

greater capacity to learn

development of or increase in the self confidence of the learner

Self-evaluation and reflection may include:

asking critical questions about own ability, what worked, what did not work and how the relationship building process could be improved

reviewing records and journals on sessions and critically evaluating own performance

reviewing feedback from learner and identifying critical aspects and areas for improvement

The Range Statement adds definition to the unit by elaborating critical or significant aspects of the performance requirements of the unit. The Range Statement establishes the range of indicative meanings or applications of these requirements in different operating contexts and conditions. The specific aspects which require elaboration are identified by the use of italics in the Performance Criteria.

Need for individual learning/ facilitation may be:

proposed by the learner, a manager/department in the organisation, or the trainer/facilitator

a requirement of management

part of the delivery strategy of a Training Package qualification, course or learning program

a request for additional support to enhance learning

based on observation

Learning area may be:

organisational/individual

a new/changed job role

new or changed work procedures/work skills

technical skills

life skills

generic skills

management skills

units of competency in Training Packages

curriculums

Goals for learning may include:

learning a new skill/area of knowledge or competency

defined through learning outcomes or objectives of a learning program

increasing productivity

career advancement or redirection

changes in life direction

setting personal directions/achievements

relationship development

Relevant persons may include:

the learner

the workplace supervisor/coordinator/manager

other team members

other trainers/facilitators/teachers/lecturers

Individual learning/facilitation techniques and processes may include:

a formal or informal process

an ongoing or one off process

a specific circumstance or an integrated feature of the overall learning process

coaching techniques

mentoring techniques

tutoring techniques

peer relationships

matching experienced workers/learners

single or double loop learning approaches

Evaluation processes may include:

a formal evaluation tool

quantifiable measures such as increased productivity/achievement of new skills

level of attendance

critical feedback from learner and others

Organisational support may include:

agreement by organisation to provide additional assistance to individuals through identified techniques

venue and equipment support

additional time with learner

Individual's learning style may include:

auditory

visual

kinaesthetic

tactile

left/right brain

global/analytical

theoretical

activist

pragmatist

reflective

Learner characteristics may include:

language, literacy and numeracy requirements

specific needs, physical or psychological

preferred learning styles

employment status

past learning experiences

level of maturity

cultural background and needs

level of formal schooling in Australia or overseas

length of time resident in Australia

Context for learning may be:

determined by the area of learning

determined by the trainer/facilitator and the learner

defined by the work/learning activities

in a classroom, tutorial room, meeting room, office, work in situ, any agreed meeting place

in a workplace, training and/or assessment organisation, college, community, university or school

defined by the time requirements for individual facilitation and how these will be built into learning activities

impacted by the health, safety or welfare of the learner

Selected is defined as:

where the trainer/facilitator has the capacity to independently determine which technique/process will be most appropriate

Organised is defined as:

where the trainer/facilitator is operating in circumstances where the technique/process is part of an existing delivery system

Boundaries and expectations may include:

the roles and responsibilities of the trainer/facilitator

the roles and responsibilities of the learner

extent/limits of the relationship

the techniques/processes to be used

confidentiality

the range of expertise of the trainer/facilitator

the involvement of others

organisational expectations

reporting requirements

Communication skills must include:

using icebreakers as appropriate

building rapport with the learner

using effective verbal and body language

demonstrating a capacity to communicate clearly to facilitate the learning

using critical listening and questioning techniques

providing constructive and supportive feedback

accurately interpreting verbal messages

assisting learners to paraphrase advice/instructions to the trainer/facilitator

providing clear and concrete options/advice

using appropriate terminology and language of the industry/profession

ensuring language, literacy and numeracy (LLN) used is appropriate to the learner

Interpersonal skills must include:

showing respect for the expertise and background of the learner

demonstrating sensitivity to diversity, disability, culture, gender and ethnic backgrounds

modelling facilitation and learning behaviours

engaging in two way interaction

encouraging the expression of diverse views and opinions

negotiating complex discussions by establishing a supportive environment

using language and concepts appropriate to cultural differences

accurately interpreting non verbal messages

Equity or additional support needs may include:

English language, literacy and numeracy support

disability support

Aboriginal and Torres Straight Islander support

ethnic support services

interpreting services

counselling services

community support

An individualised learning plan includes:

the goals to be achieved

contingency plans

the logistics of the learning relationship, for example:

- period of relationship

- frequency of meetings/length of sessions

- location of meetings/contact

the structure of the learning relationship, for example:

- activities to be undertaken

- monitoring processes

- tools/equipment needed

- shadowing

occupational health and safety (OHS) considerations

Preparation may include:

planning for each meeting/session

being organised for each meeting/session

reflecting on outcomes of previous meeting/session

being punctual

identifying 'where we are' at the start

appearing relaxed and confident

enabling learner to identify his/her perspective

providing a relaxing, non threatening environment

Structured learning activities may include:

direction, guidance and mutual discussion

role-plays

written exercises

demonstrations

practice opportunities e.g. practicum or supervised teaching/facilitation

role modelling

projects

readings

research

video/audio analysis

a learning journal

Leadership and motivational skills may include:

maintaining focus

transferring responsibility

empowering the learner

inspiring the learner

visualising the learner's perspective

using effective communication

Learner cues may include:

level of engagement/disengagement

regular/irregular attendance/absences

evidence of frustration, distraction, stress

level of communication/interaction

level of ease/difficulty in undertaking learning activities

stagnation in learning

level of dependence/independence

evidence of problems/issues which may be personal, employment based or related to the individualised learning

Changes in approach may include:

revision of individualised learning plan

fresh approach/shift in technique

problem solving

shift in level of guidance/level of independence

Ethical behaviours include:

trust

integrity

privacy and confidentiality of the session

following organisational policies

knowing own limitations

having a range of other intervention referrals ready when needed

honesty

fairness to others

Tools and signals may include:

self assessment by the learner

a measure of improvement in a particular area

readiness for formal assessment

level of independence in learning

readiness to maintain learning through other means or modes

severe/fixed blockages in the relationship

agreed time period over

Feedback may be:

interview

formal discussion

informal discussion

written questionnaire

Impact may be:

successful achievement/rate of achievement/lack of achievement of identified goals

achievement of other outcomes as a result of the relationship

development of new goals

increased/new motivation to learn

greater capacity to learn

development of or increase in the self confidence of the learner

Self-evaluation and reflection may include:

asking critical questions about own ability, what worked, what did not work and how the relationship building process could be improved

reviewing records and journals on sessions and critically evaluating own performance

reviewing feedback from learner and identifying critical aspects and areas for improvement