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

FNSCUS501 Mapping and Delivery Guide
Develop and nurture relationships with clients, other professionals and third party referrers

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency FNSCUS501 - Develop and nurture relationships with clients, other professionals and third party referrers
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to communicate and network with a wide range of people, internal and external to the organisation, to increase efficiency, build continuing relationships and improve sales.It applies to individuals who are responsible for relationship development and may use a range of specialised and managerial techniques to engage with others. No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
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: Develop professional business relationships
  • Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice
  • 1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards
  • Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality
  • Adjust interpersonal styles and methods to needs and situation of other parties
       
Element: Build and maintain business networks and relationships
  • Develop and maintain business and professional networks and other relationships to benefit organisation
  • Identify and cultivate relationships using business and professional networks to promote and market organisation
  • Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices
       
Element: Nurture relationships and build on referral business for the long term
  • Follow up referral business using appropriate communication channels to find and secure new business relationships
  • Identify referral needs quickly and provide information about organisation’s relevant products and services
  • Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients.
       


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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop professional business relationships

1.1 Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice

1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards

1.3 Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality

1.4 Adjust interpersonal styles and methods to needs and situation of other parties

2. Build and maintain business networks and relationships

2.1 Develop and maintain business and professional networks and other relationships to benefit organisation

2.2 Identify and cultivate relationships using business and professional networks to promote and market organisation

2.3 Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices

3. Nurture relationships and build on referral business for the long term

3.1 Follow up referral business using appropriate communication channels to find and secure new business relationships

3.2 Identify referral needs quickly and provide information about organisation’s relevant products and services

3.3 Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients.

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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop professional business relationships

1.1 Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice

1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards

1.3 Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality

1.4 Adjust interpersonal styles and methods to needs and situation of other parties

2. Build and maintain business networks and relationships

2.1 Develop and maintain business and professional networks and other relationships to benefit organisation

2.2 Identify and cultivate relationships using business and professional networks to promote and market organisation

2.3 Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices

3. Nurture relationships and build on referral business for the long term

3.1 Follow up referral business using appropriate communication channels to find and secure new business relationships

3.2 Identify referral needs quickly and provide information about organisation’s relevant products and services

3.3 Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients.

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
Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice 
1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards 
Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality 
Adjust interpersonal styles and methods to needs and situation of other parties 
Develop and maintain business and professional networks and other relationships to benefit organisation 
Identify and cultivate relationships using business and professional networks to promote and market organisation 
Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices 
Follow up referral business using appropriate communication channels to find and secure new business relationships 
Identify referral needs quickly and provide information about organisation’s relevant products and services 
Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients. 

Forms

Assessment Cover Sheet

FNSCUS501 - Develop and nurture relationships with clients, other professionals and third party referrers
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

FNSCUS501 - Develop and nurture relationships with clients, other professionals and third party referrers

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: