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

DEFEVL006 Mapping and Delivery Guide
Evaluate business performance

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency DEFEVL006 - Evaluate business performance
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills required to evaluate the performance of an organisation's business operations. This unit applies to those who have responsibility for evaluating the business performance of an organisation.The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.Those undertaking this unit would work autonomously while performing complex tasks in a familiar context. No licensing, legislative or certification requirements apply to unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Competency should be assessed in an actual workplace or in a simulated environment, with access to equipment and infrastructure appropriate to the outcome. Competency should be demonstrated over time to ensure the candidate is assessed across a variety of situations.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Prerequisites/co-requisites
Competency Field Evaluation
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: Plan an evaluation
  • Identify and confirm the purpose of the evaluation with client and stakeholders.
  • Identify and prioritise the needs of the stakeholders.
  • Identify, obtain and develop the necessary resources.
  • Validate the evaluation plan with stakeholders including:
       
Element: methodology
       
Element: responsibility of appropriate personnel for conducting and participating in evaluations
       
Element: performance indicators
       
Element: agreement for data collection, storage and retrieval
       
Element: procedures for editing and disseminating reports
       
Element: agreement of the financing
  • Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information.
  • Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation.
       
Element: Develop performance indicators
  • Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors.
  • Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources.
       
Element: Conduct the evaluation
  • Gather and analyse program and organisational data to identify past, current and future performance.
  • Identify and record potentially useful information which is not identified in the evaluation plan.
  • Collate and process data relevant to the evaluation.
  • Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns.
  • Assess trends in performance in terms of organisational short and long term objectives.
       
Element: Identify options for improvement
  • Identify factors inhibiting performance.
  • Review organisational program to include factors that promote performance in line with available resources.
       
Element: Report on evaluation findings
  • Document issues and conclusions arising from the analysis conducted.
  • Make recommendations to stakeholders on areas of possible improvement.
  • Discuss preliminary findings with stakeholders.
  • Prepare a range of reports to meet the differing needs of stakeholders.
       
Element: Plan an evaluation
  • Identify and confirm the purpose of the evaluation with client and stakeholders.
  • Identify and prioritise the needs of the stakeholders.
  • Identify, obtain and develop the necessary resources.
  • Validate the evaluation plan with stakeholders including:
  • methodology
  • responsibility of appropriate personnel for conducting and participating in evaluations
  • performance indicators
  • agreement for data collection, storage and retrieval
  • procedures for editing and disseminating reports
  • agreement of the financing
  • Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information.
  • Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation.
       
Element: Develop performance indicators
  • Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors.
  • Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources.
       
Element: Conduct the evaluation
  • Gather and analyse program and organisational data to identify past, current and future performance.
  • Identify and record potentially useful information which is not identified in the evaluation plan.
  • Collate and process data relevant to the evaluation.
  • Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns.
  • Assess trends in performance in terms of organisational short and long term objectives.
       
Element: Identify options for improvement
  • Identify factors inhibiting performance.
  • Review organisational program to include factors that promote performance in line with available resources.
       
Element: Report on evaluation findings
  • Document issues and conclusions arising from the analysis conducted.
  • Make recommendations to stakeholders on areas of possible improvement.
  • Discuss preliminary findings with stakeholders.
  • Prepare a range of reports to meet the differing needs of stakeholders.
       


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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Plan an evaluation

1.1 Identify and confirm the purpose of the evaluation with client and stakeholders.

1.2 Identify and prioritise the needs of the stakeholders.

1.3 Identify, obtain and develop the necessary resources.

1.4 Validate the evaluation plan with stakeholders including:

methodology

responsibility of appropriate personnel for conducting and participating in evaluations

performance indicators

agreement for data collection, storage and retrieval

procedures for editing and disseminating reports

agreement of the financing

1.5 Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information.

1.6 Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation.

2. Develop performance indicators

2.1 Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors.

2.2 Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources.

3. Conduct the evaluation

3.1 Gather and analyse program and organisational data to identify past, current and future performance.

3.2 Identify and record potentially useful information which is not identified in the evaluation plan.

3.3 Collate and process data relevant to the evaluation.

3.4 Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns.

3.5 Assess trends in performance in terms of organisational short and long term objectives.

4. Identify options for improvement

4.1 Identify factors inhibiting performance.

4.2 Review organisational program to include factors that promote performance in line with available resources.

5. Report on evaluation findings

5.1 Document issues and conclusions arising from the analysis conducted.

5.2 Make recommendations to stakeholders on areas of possible improvement.

5.3 Discuss preliminary findings with stakeholders.

5.4 Prepare a range of reports to meet the differing needs of stakeholders.

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

evaluating information management systems, policies and procedures of an organisation

selecting relevant evaluation information and documentation

accessing and interpreting the organisation's standards, missions, values and objectives

analysing records/notes of the evaluation process

explaining the evaluation process

giving clear and precise instructions and advice

discussing the evaluation process with other relevant people

seeking information relevant to the evaluation

discussing the evaluation outcome with the stakeholders

developing resources to support the evaluation process

communicating with key stakeholders

producing and maintaining documentation

planning projects, work programs

coordinating the work of self and others

investigating training and workforce data

determining and implementing improvement

writing evaluation reports

analysing trend

creating performance indicators

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

program design considerations (cost, equality, technically valid, ethics)

quantitative and qualitative methods for monitoring and evaluation

data management

ethical considerations

organisational structures and lines of management authority

terminology relating to quality evaluation processes

evaluation models/methods

records management systems of the organisation

relevant policy, legislation, codes of practice and national standards, including Commonwealth and state/territory legislation

business and Human Resource models

WHS relating to planning and conducting an evaluation

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.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions section.

1. Plan an evaluation

1.1 Identify and confirm the purpose of the evaluation with client and stakeholders.

1.2 Identify and prioritise the needs of the stakeholders.

1.3 Identify, obtain and develop the necessary resources.

1.4 Validate the evaluation plan with stakeholders including:

methodology

responsibility of appropriate personnel for conducting and participating in evaluations

performance indicators

agreement for data collection, storage and retrieval

procedures for editing and disseminating reports

agreement of the financing

1.5 Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information.

1.6 Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation.

2. Develop performance indicators

2.1 Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors.

2.2 Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources.

3. Conduct the evaluation

3.1 Gather and analyse program and organisational data to identify past, current and future performance.

3.2 Identify and record potentially useful information which is not identified in the evaluation plan.

3.3 Collate and process data relevant to the evaluation.

3.4 Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns.

3.5 Assess trends in performance in terms of organisational short and long term objectives.

4. Identify options for improvement

4.1 Identify factors inhibiting performance.

4.2 Review organisational program to include factors that promote performance in line with available resources.

5. Report on evaluation findings

5.1 Document issues and conclusions arising from the analysis conducted.

5.2 Make recommendations to stakeholders on areas of possible improvement.

5.3 Discuss preliminary findings with stakeholders.

5.4 Prepare a range of reports to meet the differing needs of stakeholders.

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 confirm the purpose of the evaluation with client and stakeholders. 
Identify and prioritise the needs of the stakeholders. 
Identify, obtain and develop the necessary resources. 
Validate the evaluation plan with stakeholders including: 
 
 
 
 
 
Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information. 
Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation. 
Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors. 
Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources. 
Gather and analyse program and organisational data to identify past, current and future performance. 
Identify and record potentially useful information which is not identified in the evaluation plan. 
Collate and process data relevant to the evaluation. 
Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns. 
Assess trends in performance in terms of organisational short and long term objectives. 
Identify factors inhibiting performance. 
Review organisational program to include factors that promote performance in line with available resources. 
Document issues and conclusions arising from the analysis conducted. 
Make recommendations to stakeholders on areas of possible improvement. 
Discuss preliminary findings with stakeholders. 
Prepare a range of reports to meet the differing needs of stakeholders. 
Identify and confirm the purpose of the evaluation with client and stakeholders. 
Identify and prioritise the needs of the stakeholders. 
Identify, obtain and develop the necessary resources. 
Validate the evaluation plan with stakeholders including: 
methodology 
responsibility of appropriate personnel for conducting and participating in evaluations 
performance indicators 
agreement for data collection, storage and retrieval 
procedures for editing and disseminating reports 
agreement of the financing 
Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information. 
Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation. 
Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors. 
Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources. 
Gather and analyse program and organisational data to identify past, current and future performance. 
Identify and record potentially useful information which is not identified in the evaluation plan. 
Collate and process data relevant to the evaluation. 
Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns. 
Assess trends in performance in terms of organisational short and long term objectives. 
Identify factors inhibiting performance. 
Review organisational program to include factors that promote performance in line with available resources. 
Document issues and conclusions arising from the analysis conducted. 
Make recommendations to stakeholders on areas of possible improvement. 
Discuss preliminary findings with stakeholders. 
Prepare a range of reports to meet the differing needs of stakeholders. 

Forms

Assessment Cover Sheet

DEFEVL006 - Evaluate business performance
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

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Assessor name:

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Date:

Assessment Record Sheet

DEFEVL006 - Evaluate business performance

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: