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

TLIP107C Mapping and Delivery Guide
Develop plans to meet customer and organisation needs

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency TLIP107C - Develop plans to meet customer and organisation needs
Description This unit involves the skills and knowledge required to develop plans to meet customer and organisation needs, including contributing to strategic planning, analysing market needs, contributing to business documentation, and communicating on planning matters with other members of the organisation.
Employability Skills The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary of the qualification in which this competency is packaged will assist in identifying employability skill requirements.
Learning Outcomes and Application Work is performed under limited or minimum supervision with general guidance on progress and outcomes of work. It involves discretion and judgement for self and others in developing plans to meet customer and organisation needs.A range of opportunities may be used to develop the workplace and to support the development of work systems and innovative strategies to deal with contingencies and to encourage the achievement of the organisations goals and key performance objectives.Work involves responsibility for the development of work plans and the provision of leadership of others either individually or in teams.
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: Contribute to strategic planning
  • A contribution is made to a shared vision and values for the workplace by assisting the examination of future opportunities and directions and their use in the shaping of business goals and objectives
  • A contribution is made to strategic planning by assisting in the investigation of the business environment of the workplace
       
Element: Analyse market needs
  • Customer needs are researched and the outcomes analysed and interpreted to establish business options and opportunities
  • Opportunities are identified for product and service enhancement through an analysis of existing and potential market opportunities and the development of strategies to strengthen the workplace's market focus in suitable directions
       
Element: Contribute to business documentation
  • Contributions are made to the preparation of the workplace's business plans/budgets
  • All workplace insurance needs are identified and suitable cover taken out
       
Element: Communicate to other members of the organisation
  • The outcomes of the planning process are communicated to appropriate persons in the organisation and feedback mechanisms used to ensure continuous improvement of the planning process and outcomes
       


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 knowledge and skills, the range statement and the assessment guidelines for this Training Package.

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

The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:

the underpinning knowledge and skills

relevant legislation and workplace procedures

other relevant aspects of the range statement

Context of and specific resources for assessment

Performance is demonstrated consistently over a period of time and in a suitable range of contexts

Resources for assessment include:

a range of relevant exercises, case studies and other simulated practical and knowledge assessment, and/or

access to an appropriate range of relevant operational situations in the workplace

In both real and simulated environments, access is required to:

relevant and appropriate materials and/or equipment, and/or

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

Method of assessment

Assessment of this unit must be undertaken by a registered training organisation

As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests

Practical assessment must occur:

through appropriately simulated activities at the registered training organisation, and/or

in an appropriate range of situations in the workplace


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 KNOWLEDGE AND SKILLS

This describes the essential knowledge and skills and their level required for this unit.

Required knowledge:

Relevant regulatory and code requirements

Relevant OH&S and environmental protection policies and procedures

Workplace protocols and procedures for the development of plans to meet customer and organisation needs, including: strategic planning, tactical planning and quality improvement of services/operations/products

Relevant workplace business management policies and practices, including requirements for the maintenance of security and confidentiality

Insurance requirements relevant to business operations

Focus of operation of business planning systems and resources

Resource availability including the processing capacity of equipment and software systems for planning activities

Typical problems that can occur when developing plans to meet customer and organisation needs and related appropriate action that can be taken

Required skills:

Communicate and negotiate effectively with others when developing plans to meet customer and organisation needs

Read and interpret instructions, procedures, information and signs relevant to the development of plans to meet customer and organisation needs

Interpret and follow operational instructions and prioritise work

Survey and assess organisation and customer requirements

Complete documentation related to the development of plans to meet customer and organisation needs

Operate electronic communication equipment to required protocol

Work collaboratively with others when developing plans to meet customer and organisation needs

Adapt appropriately to cultural differences in the workplace, including modes of behaviour and interactions with others

Promptly report and/or rectify any identified problems that may arise when developing plans to meet customer and organisation needs in accordance with regulatory requirements and workplace procedures

Implement contingency plans for unanticipated situations that may occur when developing plans to meet customer and organisation needs

Apply precautions and required action to minimise, control or eliminate hazards that may exist during work activities

Monitor work activities in terms of planned schedule

Modify activities depending on differing operational contingencies, risk situations and environments

Work systematically with required attention to detail without injury to self or others, or damage to goods or equipment

Select and appropriately apply technology, information systems and procedures to complete workplace tasks

Adapt to differences in equipment in accordance with standard operating procedures

Select and use required personal protective equipment conforming to industry and OH&S standards

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance.

The workplace environment may involve twenty-four hour operation and may include:

single and multi-site locations

large, medium and small companies

Services, products, risks, work systems and requirements may:

potentially vary across different sections of the workplace

Operations involve:

internal and external customer contact and coordination

Plans may include:

operational plans

marketing plans

financial plans

Consultative processes may involve:

other employees and supervisors

customers and suppliers

management and union representatives

industrial relations and OH&S specialists

other professional or technical staff, contractors and maintenance personnel

Depending on the type of organisation concerned and the local terminology used, workplace plans/procedures may include:

company plans/procedures

enterprise plans/procedures

organisational plans/procedures

established plans/procedures

Information/documentation may include:

procedures for the development of workplace plans and budgets

customer/client instructions and assessed requirements

legislation, regulations and related documentation relevant to business operations

regulations and policies relating to minimising risks to the environment and ensuring compliance with OH&S requirements

insurance requirements

relevant agreements, codes of practice including the National Standards for Services and Operations

manufacturers/suppliers specifications, advice, recommended procedures, policies and instructions

reports of accidents and incidents within regulatory requirements and workplace procedures

workplace guidelines on appropriate workplace language and communication strategies and interpretation of relevant information

quality assurance procedures

Applicable regulations and legislation may include:

relevant regulations, standards and codes of practice

relevant Australian and state/territory OH&S legislation

equal employment legislation and related policies

environmental protection regulations

hazardous substances and dangerous goods codes

relevant Australian standards and certification requirements

licence, patent or copyright arrangements

taxation and trading regulations relevant to business operations

relevant insurance regulations

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
A contribution is made to a shared vision and values for the workplace by assisting the examination of future opportunities and directions and their use in the shaping of business goals and objectives 
A contribution is made to strategic planning by assisting in the investigation of the business environment of the workplace 
Customer needs are researched and the outcomes analysed and interpreted to establish business options and opportunities 
Opportunities are identified for product and service enhancement through an analysis of existing and potential market opportunities and the development of strategies to strengthen the workplace's market focus in suitable directions 
Contributions are made to the preparation of the workplace's business plans/budgets 
All workplace insurance needs are identified and suitable cover taken out 
The outcomes of the planning process are communicated to appropriate persons in the organisation and feedback mechanisms used to ensure continuous improvement of the planning process and outcomes 

Forms

Assessment Cover Sheet

TLIP107C - Develop plans to meet customer and organisation needs
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

TLIP107C - Develop plans to meet customer and organisation needs

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: