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

MSS403005A Mapping and Delivery Guide
Facilitate use of a Balanced Scorecard for performance improvement

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency MSS403005A - Facilitate use of a Balanced Scorecard for performance improvement
Description This unit of competency covers the skills and knowledge required to encourage and facilitate others in using a Balanced Scorecard approach to assist in performance improvement.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies in organisations using a Balanced Scorecard approach to performance improvement. In these organisations the unit applies to individuals in a team or workgroup who facilitate the use of the Balanced Scorecard through leading, assisting and/or motivating others in using the Balance Scorecard approach. This unit requires the application of skills associated with communication, teamwork, problem solving, initiative, enterprise, and planning and organising in order to provide leadership in the interpretation, review and strategic response to Balanced Scorecard results. This unit has a strong emphasis on identifying and reviewing required performance measures and requires an ability to use new information to improve performance.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Not applicable.
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: Interpret Balanced Scorecard results
  • Identify patterns of performance shown on strategy map
  • Identify actions indicated by Balanced Scorecard results
  • Discuss results with fellow employees and other relevant stakeholders
  • Facilitate the selection of required actions with employees and other stakeholders
  • Facilitate he development of implementation plans for team or individuals
  • Facilitate the implementation of required actions from developed plans
  • Follow up on implementation to ensure it occurs as planned
       


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.

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

A person who demonstrates competency in this unit must be able to provide evidence of the ability to:

interpret Balanced Scorecard results

review KPIs in the Balanced Scorecard

review related reporting systems

lead improvement to team performance.

Context of and specific resources for assessment

Assessment of performance must be undertaken in a workplace using or implementing one or more competitive systems and practices.

Access may be required to:

workplace procedures and plans relevant to work area

specifications and documentation relating to planned, currently being implemented, or implemented changes to work processes and procedures relevant to the assessee

documentation and information in relation to production, waste, overheads and hazard control/management

reports from supervisors/managers

case study and scenarios to assess responses to contingencies

Method of assessment

A holistic approach should be taken to the assessment.

Competence in this unit may be assessed by using a combination of the following to generate evidence:

demonstration in the workplace

workplace projects

suitable simulation

case studies/scenarios (particularly for assessment of contingencies, improvement scenarios, and so on)

targeted questioning

reports from supervisors, peers and colleagues (third-party reports)

portfolio of evidence.

In all cases it is expected that practical assessment will be combined with targeted questioning to assess underpinning knowledge.

Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the candidate and the work being performed.

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

Required skills include:

identifying KPIs and their application to own work and the work of other employees

analysing Balanced Scorecard results and determining implications for a work area

solving problems associated with use or interpretation of Balanced Scorecard

planning strategies for use of Balanced Scorecard, including:

required communication with others

negotiations if any required with internal and external suppliers, customers and delegates

analysis of any skill gaps in self and others

required training

data collection

work organisation and procedure changes

risk identification and contingency measures

communicating effectively in informal and formal meetings, and with personnel at all levels

providing effective feedback

Required knowledge

Required knowledge includes:

components of the Balanced Scorecard, including perspectives, feedback loops, targets and metrics, and reporting systems

responsibilities of self and others in a Balanced Scorecard strategy

health, safety and environment (HSE) principles and requirements for area of responsibility

change implementation contacts and procedures relevant to work area

employee assistance mechanisms in the organisation

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.

Competitive systems and practices

Competitive systems and practices may include, but are not limited to:

lean operations

agile operations

preventative and predictive maintenance approaches

monitoring and data gathering systems, such as Systems Control and Data Acquisition (SCADA) software, Enterprise Resource Planning (ERP) systems, Materials Resource Planning (MRP) and proprietary systems

statistical process control systems ,including six sigma and three sigma

Just in Time (JIT), kanban and other pull-related operations control systems

supply, value, and demand chain monitoring and analysis

5S

continuous improvement (kaizen)

breakthrough improvement (kaizen blitz)

cause/effect diagrams

overall equipment effectiveness (OEE)

takt time

process mapping

problem solving

run charts

standard procedures

current reality tree

Competitive systems and practices should be interpreted so as to take into account:

the stage of implementation of competitive systems and practices

the size of the enterprise

the work organisation, culture, regulatory environment and the industry sector

Team

Team includes:

all individuals in the target work area who are involved in the implementation and use of the Balanced Scorecard

The team may or may not be a formally designated team working to a team leader

Balanced Scorecard

The Balanced Scorecard refers to:

an approach to competitive systems and practices that sets out an organisations vision and strategy by establishing and measuring enterprise activity in a number of different perspectives in addition to the normal financial perspective

Perspective areas include:

customer

environmental

internal business process

learning and growth

For each perspective area the Balanced Scorecard emphasises establishing and measuring performance (metrics)

KPIs

KPIs may include:

financial and non-financial performance measures against targets within the Balanced Scorecard

other performance indicators not contained with the Balanced Scorecard for the team but relevant for informing the teams activities (e.g. performance indicators for other areas or sections, suppliers or customers)

Actions indicated

Actions indicated may include:

corrective action for poor results

confirming action for acceptable results

taking steps to ensure actions for good results are consistently maintained

changes to performance indicators or performance measurement

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 patterns of performance shown on strategy map 
Identify actions indicated by Balanced Scorecard results 
Discuss results with fellow employees and other relevant stakeholders 
Facilitate the selection of required actions with employees and other stakeholders 
Facilitate he development of implementation plans for team or individuals 
Facilitate the implementation of required actions from developed plans 
Follow up on implementation to ensure it occurs as planned 

Forms

Assessment Cover Sheet

MSS403005A - Facilitate use of a Balanced Scorecard for performance improvement
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

MSS403005A - Facilitate use of a Balanced Scorecard for performance improvement

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: