1. Identify the organisation’s needs
   • Discuss with relevant staff from the organisation their objectives, expectations and organisational requirements
   • Use appropriate communication and interpersonal skills to develop a professional relationship with the organisation.
   • Identify, analyse and address any existing or potential issues that may impact on the organisation’s objectives and requirements
   • Identify and access resources in accordance with organisational requirements
   • Develop a project plan with relevant persons to be negotiated and agreed by the organisation
2. Conduct training needs analysis
   • Use reliable, appropriate and efficient methods for collecting information and data on current, emerging and future training needs
   • Analyse the organisation’s work roles to determine skills and competencies needed for effective performance
   • Follow legal, organisational and ethical requirements to gather information and data to assess the current skills and competencies of staff
   • Use reliable and valid data analysis methods to determine current and emerging organisational training needs
3. Provide advice to the organisation
   • Provide the organisation with clear advice and recommendations on training and assessment needs
   • Provide the organisation with options for meeting identified training needs
   • Obtain feedback and comments from the organisation on the suitability and sufficiency of advice and recommendations
   • Use legal requirements to process, complete and present final report to the organisation

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.