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

TAATAS504A Mapping and Delivery Guide
Facilitate group processes

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency TAATAS504A - Facilitate group processes
Description This unit specifies the competency required to lead or facilitate group processes to achieve an agreed outcome.Training Advisory ServicesGroup facilitation is a competency involving the effective management of a group in circumstances where the facilitator provides a pathway for the group to achieve identified and agreed outcomes. This competency requires high-level communication and interpersonal skills as well as knowledge of various group process techniques and activities to explore and analyse a focus/subject area, maximise group involvement and interaction and develop common/agreed solutions/outcomes.Group facilitation may be applied in many circumstances including focus groups, workshops, meetings and change processes. Group facilitation can be used to resolves issues, find solutions, collaboratively develop ideas, develop new ways of working and explore problems/issues. It is relevant to community, educational and work situations. The process may be conducted for a client or may be internally focused.While group facilitation is a clear part of the unit outcomes for TAADEL402A Facilitate group-based learning, the facilitation process in that unit is driven by the predetermined competency/learning outcomes to be achieved. In that unit, the facilitation process revolves around ensuring progression towards the desired outcomes.In this unit, the focus is usually defined but the outcomes derive from the competency of the facilitator in guiding, informing, facilitating and monitoring the group.The competency specified in this unit is typically required by trainers/facilitators, assessors, consultants, supervisors, managers and leaders.This unit specifies the competency required to lead or facilitate group processes to achieve an agreed outcome.Training Advisory ServicesGroup facilitation is a competency involving the effective management of a group in circumstances where the facilitator provides a pathway for the group to achieve identified and agreed outcomes. This competency requires high-level communication and interpersonal skills as well as knowledge of various group process techniques and activities to explore and analyse a focus/subject area, maximise group involvement and interaction and develop common/agreed solutions/outcomes.Group facilitation may be applied in many circumstances including focus groups, workshops, meetings and change processes. Group facilitation can be used to resolves issues, find solutions, collaboratively develop ideas, develop new ways of working and explore problems/issues. It is relevant to community, educational and work situations. The process may be conducted for a client or may be internally focused.While group facilitation is a clear part of the unit outcomes for TAADEL402A Facilitate group-based learning, the facilitation process in that unit is driven by the predetermined competency/learning outcomes to be achieved. In that unit, the facilitation process revolves around ensuring progression towards the desired outcomes.In this unit, the focus is usually defined but the outcomes derive from the competency of the facilitator in guiding, informing, facilitating and monitoring the group.The competency specified in this unit is typically required by trainers/facilitators, assessors, consultants, supervisors, managers and leaders.
Employability Skills Not applicable.
Learning Outcomes and Application Not applicable.
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: Establish group objectives and processes
  • The focus of the group process is researched, in consultation with the client and other stakeholders, where applicable and group participants are identified
  • Group input is initiated, confirming objectives
  • Group process techniques, activities and timelines are planned
  • Group purpose, processes, expectations and roles of members are discussed, negotiated and agreed to by the group as a whole
  • Resource requirements are identified and arranged
  • Recording processes are discussed and agreed by the group and confirmed with the client, where applicable
  • Appropriate evaluation methods are agreed upon and incorporated into the process to ensure group and client needs are met, where applicable
       
Element: Manage facilitation
  • Issues/ideas/perspectives of group members are elicited using identified group process techniques that accurately reflect group member needs
  • Appropriate facilitation skills are used to explore issues/ideas/perspectives in a supportive environment that encourages participation and productive contributions from all group members
  • All interactions with group members reflect sensitivity to social and cultural differences and any individual needs
  • Information is provided which is designed to develop, extend and challenge group perspectives and frames of reference
  • Group members' knowledge, expertise and skills are acknowledged and utilised
  • Opportunities for group members to contribute additional information, learn from each other and develop knowledge/skills are provided
  • Group dynamics are monitored to maintain focus and direction, continuity, engagement, participation and timelines
       
Element: Develop group outcomes
  • Proposed outcomes are sought from group members
  • Proposed outcomes are noted/documented for group to discuss and further develop
  • Facilitation skills are used to draw a collective and agreed outcome which responds to individual needs/perspectives
  • Outcomes are documented in accordance with agreed client/organisational and group requirements
  • Proposed actions arising from agreed outcomes are raised with the group and appropriate steps are taken to initiate these, where appropriate
       
Element: Finalise group process
  • Feedback and reflection are used to identify and implement improvements to future practice in group processes
  • Evaluation methods are selected and used to identify effectiveness of group process
  • Stakeholders and clients are briefed, if relevant, on issues, developments and outcomes arising from group process
  • Records and reports of process and outcomes are documented, distributed and stored in accordance with established reporting requirements of client/organisation
       


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 to inform and support appropriate assessment of this unit. It contains an overview of assessment followed by identification of specific aspects of evidence that will need to be addressed in determining competency. The Evidence Guide is an integral part of the unit and should be read and interpreted in conjunction with the other components of competency.

Assessment must reflect the endorsed Assessment Guidelines of the TAA04 Training and Assessment Training Package.

Overview of Assessment

To demonstrate competency against this unit candidates must be able to provide evidence that they have the communication and interpersonal skills to effectively facilitate group processes by creating an environment that encourages active participation and results in an outcome for the client/stakeholder/organisation.

The evidence must show how candidates can establish objectives; use a variety of facilitation methods and group process techniques to explore the objectives and manage the group; and synthesise contributions to develop an outcome.

Evidence Required

Required knowledge includes:

current techniques for group facilitation processes, such as:

- demonstrations

- explanations

- questioning

- modelling

- scene-setting

- interactive/dialogue

- problem setting/solving

- experiential learning

- group work

creative thinking techniques, including:

- brainstorming

- making associations

- visualising

- building on associations

- telling stories

- creative writing

- lateral thinking games

- mind mapping

- drawings

- de Bono's Six Thinking Hats

- using prompts

a range of media and learning aides that can be used to promote discussion, such as:

- graphic computer presentations

- flipcharts

access and equity principles and practices, such as:

- sensitivity to cultural differences

- allowances for reasonable adjustment

instructional design, including:

- sequencing information

- supporting knowledge development

- providing opportunities for practice

evaluation/revision techniques, for example:

- seeking feedback

- administering evaluation forms

- monitoring group's progress against agreed goals

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

- competency standards

- licensing

- industry/workplace requirements

- duty of care under common law

- recording information and confidentiality requirements

- anti-discrimination including equal opportunity, racial vilification and disability - discrimination

- workplace relations

- industrial awards/enterprise agreements

- National Reporting System

OHS relating to the facilitation of group processes, including:

- assessment and risk control measures

- reporting requirements for hazards

- safe use and maintenance of relevant equipment

- emergency procedures

- sources of OHS information

- role of key workplace persons

- policies and procedures relevant to the learning environment

Required skills and attributes include:

interpersonal skills to:

- establish trust

- maintain appropriate relationships

- use appropriate body language

- actively listen and empathise

- notice people's non-verbal cues and signals

- resolve conflict

communication skills to:

- project voice clearly

- give constructive feedback

- give clear instructions or directions

- clearly explain ideas and opinions

- clarify others' ideas

team leading skills to:

- offer support and assistance

- tactfully direct discussions 'back on track'

- ensure everyone feels heard in group discussions

technology skills to:

- search electronic information and reference sources

- use software packages to produce visual learning aides

- document processes/outcomes

- use electronic communication methods

integrative thinking skills to:

- explore issues from a number of contrasting points of view

- synthesise positions/points of view

literacy skills to:

- read and interpret relevant information to design and facilitate group processes

- prepare required documentation and information for stakeholders

analysis skills to:

- evaluate and act on feedback

administrative skills to:

- plan and organise meetings

- access required resources

Products that could be used as evidence include:

handouts to be given to group members

graphic presentations which have been developed using computer applications

feedback from colleagues and group members on facilitation styles

information passed onto group members regarding the outcomes of the session and any further actions to be undertaken

preparation notes and/or response to client briefing

Processes that could be used as evidence include:

how group session was structured

how feedback on facilitation skills was gathered

how new ideas were put into action

how group members were actively listened to

Resource implications for assessment include:

access to groups of individuals to participate in group process

access to suitable assessment venue and equipment

workplace documentation

cost/time considerations

personnel requirements

The collection of quality evidence requires that:

assessment must address the scope of this unit and reflect all components of the unit i.e. the Elements, Performance Criteria, Range Statement, Evidence Requirements and Key Competencies

a range of appropriate assessment methods/evidence gathering techniques is used to determine competency

evidence must be gathered in the workplace wherever possible. Where no workplace is available, a simulated workplace must be provided

the evidence collected must relate to a number of performances assessed at different points in time and in a learning and assessment pathway these must be separated by further learning and practice

assessment meets the rules of evidence

a judgement of competency should only be made when the assessor is confident that the required outcomes of the unit have been achieved and that consistent performance has been demonstrated

Specific evidence requirements must include:

evidence collected from at least three separate group processes that address different purposes and include different groups of participants with evidence in each process reflecting:

- planning

- resource requirements

- information provided to the group

- knowledge, skills and techniques used in facilitation

- group responsiveness and activities developed to engage the group

- outcomes achieved

- evaluation

- record/report of process

Integrated assessment means that:

this unit can be assessed alone or as part of an integrated assessment activity involving relevant units in the TAA04 Training and Assessment Training Package. Suggested units include but are not limited to:

- TAADEL502A Facilitate action learning projects

The Evidence Guide provides advice to inform and support appropriate assessment of this unit. It contains an overview of assessment followed by identification of specific aspects of evidence that will need to be addressed in determining competency. The Evidence Guide is an integral part of the unit and should be read and interpreted in conjunction with the other components of competency.

Assessment must reflect the endorsed Assessment Guidelines of the TAA04 Training and Assessment Training Package.

Overview of Assessment

To demonstrate competency against this unit candidates must be able to provide evidence that they have the communication and interpersonal skills to effectively facilitate group processes by creating an environment that encourages active participation and results in an outcome for the client/stakeholder/organisation.

The evidence must show how candidates can establish objectives; use a variety of facilitation methods and group process techniques to explore the objectives and manage the group; and synthesise contributions to develop an outcome.

Evidence Required

Required knowledge includes:

current techniques for group facilitation processes, such as:

- demonstrations

- explanations

- questioning

- modelling

- scene-setting

- interactive/dialogue

- problem setting/solving

- experiential learning

- group work

creative thinking techniques, including:

- brainstorming

- making associations

- visualising

- building on associations

- telling stories

- creative writing

- lateral thinking games

- mind mapping

- drawings

- de Bono's Six Thinking Hats

- using prompts

a range of media and learning aides that can be used to promote discussion, such as:

- graphic computer presentations

- flipcharts

access and equity principles and practices, such as:

- sensitivity to cultural differences

- allowances for reasonable adjustment

instructional design, including:

- sequencing information

- supporting knowledge development

- providing opportunities for practice

evaluation/revision techniques, for example:

- seeking feedback

- administering evaluation forms

- monitoring group's progress against agreed goals

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

- competency standards

- licensing

- industry/workplace requirements

- duty of care under common law

- recording information and confidentiality requirements

- anti-discrimination including equal opportunity, racial vilification and disability - discrimination

- workplace relations

- industrial awards/enterprise agreements

- National Reporting System

OHS relating to the facilitation of group processes, including:

- assessment and risk control measures

- reporting requirements for hazards

- safe use and maintenance of relevant equipment

- emergency procedures

- sources of OHS information

- role of key workplace persons

- policies and procedures relevant to the learning environment

Required skills and attributes include:

interpersonal skills to:

- establish trust

- maintain appropriate relationships

- use appropriate body language

- actively listen and empathise

- notice people's non-verbal cues and signals

- resolve conflict

communication skills to:

- project voice clearly

- give constructive feedback

- give clear instructions or directions

- clearly explain ideas and opinions

- clarify others' ideas

team leading skills to:

- offer support and assistance

- tactfully direct discussions 'back on track'

- ensure everyone feels heard in group discussions

technology skills to:

- search electronic information and reference sources

- use software packages to produce visual learning aides

- document processes/outcomes

- use electronic communication methods

integrative thinking skills to:

- explore issues from a number of contrasting points of view

- synthesise positions/points of view

literacy skills to:

- read and interpret relevant information to design and facilitate group processes

- prepare required documentation and information for stakeholders

analysis skills to:

- evaluate and act on feedback

administrative skills to:

- plan and organise meetings

- access required resources

Products that could be used as evidence include:

handouts to be given to group members

graphic presentations which have been developed using computer applications

feedback from colleagues and group members on facilitation styles

information passed onto group members regarding the outcomes of the session and any further actions to be undertaken

preparation notes and/or response to client briefing

Processes that could be used as evidence include:

how group session was structured

how feedback on facilitation skills was gathered

how new ideas were put into action

how group members were actively listened to

Resource implications for assessment include:

access to groups of individuals to participate in group process

access to suitable assessment venue and equipment

workplace documentation

cost/time considerations

personnel requirements

The collection of quality evidence requires that:

assessment must address the scope of this unit and reflect all components of the unit i.e. the Elements, Performance Criteria, Range Statement, Evidence Requirements and Key Competencies

a range of appropriate assessment methods/evidence gathering techniques is used to determine competency

evidence must be gathered in the workplace wherever possible. Where no workplace is available, a simulated workplace must be provided

the evidence collected must relate to a number of performances assessed at different points in time and in a learning and assessment pathway these must be separated by further learning and practice

assessment meets the rules of evidence

a judgement of competency should only be made when the assessor is confident that the required outcomes of the unit have been achieved and that consistent performance has been demonstrated

Specific evidence requirements must include:

evidence collected from at least three separate group processes that address different purposes and include different groups of participants with evidence in each process reflecting:

- planning

- resource requirements

- information provided to the group

- knowledge, skills and techniques used in facilitation

- group responsiveness and activities developed to engage the group

- outcomes achieved

- evaluation

- record/report of process

Integrated assessment means that:

this unit can be assessed alone or as part of an integrated assessment activity involving relevant units in the TAA04 Training and Assessment Training Package. Suggested units include but are not limited to:

- TAADEL502A Facilitate action learning projects


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.

Not applicable.

The Range Statement adds definition to the unit by elaborating critical or significant aspects of the performance requirements of the unit. The Range Statement establishes the range of indicative meanings or applications of these requirements in different operating contexts and conditions. The specific aspects which require elaboration are identified by the use of italics in the Performance Criteria.

Focus of the group process may include:

feedback and advice on product, policy, process, development, change

research

planning

change management/new directions

informal education

community action

special interest causes

staff development

industry/community liaison

Clients and other stakeholders may include:

contracted client

product developer

employer/organisation

government agency/department

community group/body

regulatory body

association

union

committee

management

Group participants may be:

self-selected/nominated

randomly selected

targeted

Group process techniques may include:

presentations

demonstrations

explanations

questioning

modelling

scene-setting

interactive/dialogue

problem setting/solving

experiential learning

group work

Group activities may be:

formal

informal

structured

semi-structured

unstructured

Resource requirements may include:

products, policies, procedures

research information/documentation

financing

subject experts

facilities

equipment/materials

written materials/handouts

administrative support

Evaluation methods may include:

formal or informal feedback mechanisms

surveys

conducting interviews

analysis of qualitative/quantitative data

questionnaires

personal, reflective behaviour strategies

routine organisational methods for monitoring service delivery

Facilitation skills may include:

using effective verbal and body language to:

maintain group cohesion

handle difficult situations

manage group activities

manage conflict

maintain focus

create interaction between group participants

manage individual and group engagement and participation

guide discussion

introduce content

obtain outcomes

using a variety of group process techniques

explaining and using a variety of creative thinking techniques

Supportive environment may include:

establishing trust

being open to opinions and ideas

allowing group members to have their say

asking questions of group/individuals

being flexible in approach

using appropriate interpersonal skills

being sensitive to individual differences

Social and cultural differences may include:

language barriers

physical impairment or disability involving hearing, vision, voice, mobility

intellectual impairment or disability

medical condition such as arthritis, epilepsy, diabetes, asthma

learning difficulties

psychiatric or psychological disability

religious and spiritual observances

cultural images/perceptions

age, gender and sexuality

Individual needs may include:

language, literacy, numeracy requirements

provision of personal support services

adaptive technology or special equipment

flexible sessions to allow for fatigue or administering of medication

physical environment adjustments

time adjustments to suit family needs

Outcomes may:

be derived from exploration of issues

emerge from facilitated group discussion/activities

be based on information provided to group and accepted

result from group creative thinking

incorporate expert input

encompass relevant research

The Range Statement adds definition to the unit by elaborating critical or significant aspects of the performance requirements of the unit. The Range Statement establishes the range of indicative meanings or applications of these requirements in different operating contexts and conditions. The specific aspects which require elaboration are identified by the use of italics in the Performance Criteria.

Focus of the group process may include:

feedback and advice on product, policy, process, development, change

research

planning

change management/new directions

informal education

community action

special interest causes

staff development

industry/community liaison

Clients and other stakeholders may include:

contracted client

product developer

employer/organisation

government agency/department

community group/body

regulatory body

association

union

committee

management

Group participants may be:

self-selected/nominated

randomly selected

targeted

Group process techniques may include:

presentations

demonstrations

explanations

questioning

modelling

scene-setting

interactive/dialogue

problem setting/solving

experiential learning

group work

Group activities may be:

formal

informal

structured

semi-structured

unstructured

Resource requirements may include:

products, policies, procedures

research information/documentation

financing

subject experts

facilities

equipment/materials

written materials/handouts

administrative support

Evaluation methods may include:

formal or informal feedback mechanisms

surveys

conducting interviews

analysis of qualitative/quantitative data

questionnaires

personal, reflective behaviour strategies

routine organisational methods for monitoring service delivery

Facilitation skills may include:

using effective verbal and body language to:

maintain group cohesion

handle difficult situations

manage group activities

manage conflict

maintain focus

create interaction between group participants

manage individual and group engagement and participation

guide discussion

introduce content

obtain outcomes

using a variety of group process techniques

explaining and using a variety of creative thinking techniques

Supportive environment may include:

establishing trust

being open to opinions and ideas

allowing group members to have their say

asking questions of group/individuals

being flexible in approach

using appropriate interpersonal skills

being sensitive to individual differences

Social and cultural differences may include:

language barriers

physical impairment or disability involving hearing, vision, voice, mobility

intellectual impairment or disability

medical condition such as arthritis, epilepsy, diabetes, asthma

learning difficulties

psychiatric or psychological disability

religious and spiritual observances

cultural images/perceptions

age, gender and sexuality

Individual needs may include:

language, literacy, numeracy requirements

provision of personal support services

adaptive technology or special equipment

flexible sessions to allow for fatigue or administering of medication

physical environment adjustments

time adjustments to suit family needs

Outcomes may:

be derived from exploration of issues

emerge from facilitated group discussion/activities

be based on information provided to group and accepted

result from group creative thinking

incorporate expert input

encompass relevant research

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
The focus of the group process is researched, in consultation with the client and other stakeholders, where applicable and group participants are identified 
Group input is initiated, confirming objectives 
Group process techniques, activities and timelines are planned 
Group purpose, processes, expectations and roles of members are discussed, negotiated and agreed to by the group as a whole 
Resource requirements are identified and arranged 
Recording processes are discussed and agreed by the group and confirmed with the client, where applicable 
Appropriate evaluation methods are agreed upon and incorporated into the process to ensure group and client needs are met, where applicable 
Issues/ideas/perspectives of group members are elicited using identified group process techniques that accurately reflect group member needs 
Appropriate facilitation skills are used to explore issues/ideas/perspectives in a supportive environment that encourages participation and productive contributions from all group members 
All interactions with group members reflect sensitivity to social and cultural differences and any individual needs 
Information is provided which is designed to develop, extend and challenge group perspectives and frames of reference 
Group members' knowledge, expertise and skills are acknowledged and utilised 
Opportunities for group members to contribute additional information, learn from each other and develop knowledge/skills are provided 
Group dynamics are monitored to maintain focus and direction, continuity, engagement, participation and timelines 
Proposed outcomes are sought from group members 
Proposed outcomes are noted/documented for group to discuss and further develop 
Facilitation skills are used to draw a collective and agreed outcome which responds to individual needs/perspectives 
Outcomes are documented in accordance with agreed client/organisational and group requirements 
Proposed actions arising from agreed outcomes are raised with the group and appropriate steps are taken to initiate these, where appropriate 
Feedback and reflection are used to identify and implement improvements to future practice in group processes 
Evaluation methods are selected and used to identify effectiveness of group process 
Stakeholders and clients are briefed, if relevant, on issues, developments and outcomes arising from group process 
Records and reports of process and outcomes are documented, distributed and stored in accordance with established reporting requirements of client/organisation 

Forms

Assessment Cover Sheet

TAATAS504A - Facilitate group processes
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

TAATAS504A - Facilitate group processes

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: