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.
Elements and Performance Criteria
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 of Performance
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 of Knowledge
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
Assessment Conditions
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.
Foundation Skills
The foundation skills demands of this unit have been mapped for alignment with the Australian Core Skills Framework (ACSF). The following tables outline the performance levels indicated for successful attainment of the unit.
ACSF Levels essential to performance:
Further information on ACSF and the foundation skills underpinning this unit can be found in the Foundation Skills Guide on the GSA website.
Competency Field
Evaluation