Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

CUEDES04B Mapping and Delivery Guide
Establish and refine a brief

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency CUEDES04B - Establish and refine a brief
Description This unit describes the skills and knowledge required by a designer to work pro-actively with a client commissioning organisation to develop and negotiate a design brief. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit reflects the situation where a designer plays a key role in determining the scope and nature of work required.This unit builds on the unit 'BSBDES402A Interpret and respond to a brief', which focuses on working with an established brief. Because people in many industries require the skills and knowledge in this unit, it has been written to allow for contextualisation. In practice, this unit supports and is supported by other units describing the specialist skills and knowledge required by specific design disciplines.This unit underpins effective performance in all design disciplines. It is highly recommended that this unit be assessed with or after the following units:BSBDES402A Interpret and respond to a briefany specialised design unit, e.g. CUFCOS504A Design costumes.There is also a strong link between this unit and the following unit, and combined assessment and or training would be appropriate:BSBDES305A Source and apply information on the history and theory of design.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field Design - design process
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Establish design requirements
  • Identify and make appropriate contact with relevant stakeholders for the design project, including client
  • Identify and source information and references relevant to the design project
  • Critically analyse sources and extract key information to inform the design project
  • Liaise with client and other key stakeholders to determine overall objectives and parameters for the design project
  • Pro-actively seek, review and act upon information needed to inform constructive communication with client
  • Build trust and respect between self and client through effective use of communication skills and demonstration of professional integrity
       
Element: Develop and refine the design brief
  • Develop concepts and ideas for inclusion in the brief which take account of overall project objectives and parameters, including budget constraints
  • Undertake own analysis of concept and challenge ideas and approaches taken to ensure responsiveness to project needs
  • Present ideas in an appropriate format/medium and seek feedback from key stakeholders
  • Use effective communication techniques to generate discussion, debate and critical analysis
  • Re-evaluate and refine options based on own analysis and discourse with others
  • Establish and agree on the final nature and scope of the brief with the client and accurately document details
       
Element: Negotiate terms and conditions
  • Negotiate and agree terms and conditions of the brief in accordance with relevant organisational and professional standards
  • Clarify, agree and document roles and responsibilities of those involved in the project
  • Confirm agreements in writing in accordance with organisational requirements, including approval processes
  • Identify the need for and seek specialist advice in the development of formal agreements or contracts where appropriate
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

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.

Overview of assessment

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

The following evidence is critical to the judgement of competence in this unit:

effective collaboration and communication skills to work with others to develop and refine a design brief

sound knowledge of the design process within the specific industry context/design discipline.

Context of and specific resources for assessment

The assessment context must provide for:

practical demonstration of skills through the development and finalisation of a design brief for a specific industry purpose

interaction with and involvement of others to reflect the collaborative nature of the unit and the communication and negotiation skills required.

Method of assessment

Assessment may incorporate a range of methods to assess performance and the application of essential underpinning knowledge, and might include:

evaluation of a design brief in which the candidate has played a significant development role

evaluation of reports prepared by the candidate detailing the processes undertaken for establishing and refining the brief, including challenges faced and lessons for the future

questioning and discussion on the process and to assess knowledge of issues surrounding legislation, industry context, sources of information

case studies to assess ability to adapt approach to different client requirements and contexts

review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate.

Assessment methods should closely reflect workplace demands and the needs of particular groups (e.g. people with disabilities, and people who may have literacy or numeracy difficulties such as speakers of languages other than English, remote communities and those with interrupted schooling).

Guidance information for assessment

Assessment of this unit requires access to sources of information relevant to the industry context.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

communication, presentation and negotiation skills specifically for the process of working with clients to establish and refine design briefs in a particular area of design

literacy skills sufficient to research and evaluate a wide range of source materials for the development of the concept for own work, to conduct a critical discourse about the concept for own work

numeracy skills sufficient to develop realistic costing for realisation of design concept

Required knowledge

sources of information that inform the development of design concepts within a specific industry context

the scope, nature and potential variations within design briefs relevant to a specific industry context

legal issues that affect negotiations and contracts in the relevant industry context

copyright, moral rights and intellectual property issues and legislation that impact on design work in the relevant industry context

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.

Design requirements may relate to any industry/design discipline, and may include:

event design

graphic design

interior design

multimedia design

object design

product design

theatrical/film production design, eg sets, costumes, lighting

wearable object design, e.g. fashion, jewellery

Relevant stakeholders in addition to client may include:

authorities, e.g. local council for outdoor event design

creative specialists

other designers

others involved in the project

production teams

technical specialists

venue managers

Information and references relevant to the design project may include:

environment

financial information

music and/or film/video

oral history

organisational information

photographs and other artworks

project team members

promotional material

technical reports/data

texts and other written references

work of other designers/artists

Critical analysis may involve:

considering how ideas may be adapted

considering how ideas may be challenged

drawing links between references and potential designs

evaluating work of other designers

making judgements about potential ideas in relation to the budget and available resources

making judgements about relevance of information and ideas

Overall objectives and parameters may relate to:

audience

availability of materials, tools, equipment and human resources

budget

conflicting competing demands

organisational vision

presentation venue/context

sponsorship

timeframe

Appropriate format/medium for presentation of ideas may include:

checklists

digital presentation

drawings

electronic presentations

graphic formats

models

paintings

photographs

plans

prototypes

verbal description/oral presentation

video

visual diagrams

Terms and conditions may relate to:

conceptual parameters

contracts

deliverables

legal and financial issues such as processes to be used

ownership and copyright

reporting

technical requirements

timelines

Organisational and professional standards may include:

industry standards for written agreements

industry-accepted fee schedules

requirements for written agreements

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify and make appropriate contact with relevant stakeholders for the design project, including client 
Identify and source information and references relevant to the design project 
Critically analyse sources and extract key information to inform the design project 
Liaise with client and other key stakeholders to determine overall objectives and parameters for the design project 
Pro-actively seek, review and act upon information needed to inform constructive communication with client 
Build trust and respect between self and client through effective use of communication skills and demonstration of professional integrity 
Develop concepts and ideas for inclusion in the brief which take account of overall project objectives and parameters, including budget constraints 
Undertake own analysis of concept and challenge ideas and approaches taken to ensure responsiveness to project needs 
Present ideas in an appropriate format/medium and seek feedback from key stakeholders 
Use effective communication techniques to generate discussion, debate and critical analysis 
Re-evaluate and refine options based on own analysis and discourse with others 
Establish and agree on the final nature and scope of the brief with the client and accurately document details 
Negotiate and agree terms and conditions of the brief in accordance with relevant organisational and professional standards 
Clarify, agree and document roles and responsibilities of those involved in the project 
Confirm agreements in writing in accordance with organisational requirements, including approval processes 
Identify the need for and seek specialist advice in the development of formal agreements or contracts where appropriate 

Forms

Assessment Cover Sheet

CUEDES04B - Establish and refine a brief
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

CUEDES04B - Establish and refine a brief

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: