1. Prepare for partnership with the organisation
   • Determine RTO readiness for engagement with the organisation, in line with the RTO’s strategic plan
   • Identify skills needed by RTO staff to work effectively with the organisation, as determined by the requirements of the organisation
   • Conduct an RTO skills analysis to determine if the RTO staff have required skills or need further development prior to engaging with the organisation
2. Negotiate the partnership
   • Identify and set objectives for the partnership in line with the strategic direction and plan of both the RTO and the organisation
   • Determine and act on the likely strengths and weaknesses, opportunities and threats of the partnership arrangement
   • Come to a common agreement with the organisation about the services and responsibilities of the RTO and organisation
   • Analyse resources needed for the partnership arrangement and determine what resources both parties will be contributing to the partnership
   • Facilitate the drawing up and signing of a contract or agreement by appropriate personnel in both organisations
3. Implement the partnership
   • Design organisational processes in consultation with relevant RTO and partner organisation personnel
   • Establish reporting and recordkeeping processes in accordance with RTO and partner organisation requirements
   • Set the parameters for quality assurance of the service offered to the organisation
   • Develop a learning and development strategy in consultation with relevant RTO and organisation personnel
   • Contextualise the learning and development service as required by the organisation
   • Provide the learning and development service required by the organisation
4. Maintain the partnership
   • Use appropriate communication and interpersonal skills to develop and maintain a professional relationship with the organisation
   • Providesupport for own staff when providing the service to the organisation
   • Encourage organisation to provide support for their own staff when undergoing training, development and assessment
5. Evaluate and review the partnership
   • Evaluate the recipients’ reaction to the learning and development service
   • Evaluate the development in terms of the application of new skills, knowledge and attitude to the workplace
   • Analyse the changes the learning and development service has made to the organisation
   • Set up review criteria and review the partnership arrangement, in consultation with the organisation
   • Use evaluation and review processes to make suggestions for improving existing and future partnership arrangements, and report to relevant 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

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.