DEFTE001A
Plan testing and evaluation processes

This unit covers the competency required to plan a test and evaluation process which may be complex in terms of scope; degree of risk; environmental, political, cultural and social factors that apply; consequences of failure; and degree of control. It includes the requirement to identify the scope of the testing process, to determine the testing methodology and to prepare the plan.

Application

This unit was developed for Defence test and evaluation workers but is applicable to individuals who work in this field.

Typically these individuals work independently or as part of a team under direct and indirect supervision, use discretion and judgement, and take responsibility for the quality of their output. All activities are carried out in accordance with relevant organisational policy and procedures.


Prerequisites

Not applicable.


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1. Identify testing requirements and undertake scoping

1.1 Critical analysis of the need for testing is conducted in accordance with organisational policy and procedures

1.2 Definition study is undertaken, where necessary, to determine scope of testing process

1.3 Scoping is completed in accordance with organisational policy and procedures, and identifies a rationale for the testing that includes the purpose and outcomes

1.4 Stakeholders are identified and canvassed to ensure that their requirements are addressed in planning

2. Determine testing methodology

2.1 Research and analysis is undertaken to identify impacts and risks, constraining factors and alternate options

2.2 Methodology technical feasibility, supportability and cost effectiveness are analysed and outcome is reported to key stakeholders

2.3 Alternatives for testing design are assessed and preferred option that fits organisational requirements is identified and reported

2.4 Relevant specialists are consulted to determine extent of potential risks

2.5 Business case is prepared and approvals to proceed with test development are obtained in accordance with organisational policy, procedures and guidelines

3. Develop test and evaluation plans

3.1 Aims, objectives and impacts are defined in test plan and timeframes, and resources are identified to complete quality deliverables on time and within budget

3.2 Test methods are determined by consideration of resource constraints, environmental constraints, evidence requirements, existing capabilities and their compatibility with existing procedures

3.3 Testing outcomes are recorded in measurable and achievable forms, and indicators to monitor test performance are developed and agreed by relevant parties

3.4 Potential risks are investigated and identified in the plan and a risk management process is established to analyse information and options to manage risks

3.5 Skills, roles and responsibilities of team members and stakeholders are clarified and agreed, and reporting requirements are identified

3.6 Management of test parameters is addressed in the plan and evaluation criteria are designed in accordance with organisational policy and procedures

3.7 Management tools are utilised for planning in accordance with test requirements and the process is designed and documented, in consultation with specialists, to meet user requirements

4. Promulgate and maintain test plans

4.1 Security and confidentiality of data is maintained in accordance with workplace and regulatory requirements

4.2 Test plans are promulgated as required in accordance with organisational policy and procedures

4.3 Test plans are maintained in accordance with test and evaluation requirements, and organisational policy and procedures

Required Skills

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

Required Skills

access/prepare information electronically or in hard copy

apply risk management techniques

communicate with stakeholders using a range of communication styles to suit different audiences and purposes

detail requirements, write recommendations and prepare plans requiring precision of expression

include workplace safety issues in planning requirements

negotiate timelines, roles and responsibilities with stakeholders and team members

schedule testing activities

use management tools suited to planning testing processes

use planning techniques related to testing and evaluation that may be complex in terms of scope; degree of risk; environmental, political, cultural and social factors that apply; consequences of failure; degree of control

use public relations strategies to promote and gain endorsement

Required Knowledge

approval processes

integrated logistics support

legislation, organisational policy and procedures that may impact on the test and evaluation process

management tools suited to implementing testing processes

organisational change management

principles relating to the implementation phase of testing processes

resource plans

resource scheduling packages

test and evaluation implementation methods which may be complex in terms of scope; degree of risk; environmental, political, cultural and social factors that apply; consequences of failure; degree of control

work breakdown structures (WBS)

Evidence Required

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

Nil

Consistency in performance

Competency should be demonstrated over time and should be observed in a range of actual or simulated work contexts.

Context of and specific resources for assessment

Context of assessment

Competency should be assessed in the workplace or in a simulated workplace environment.

Specific resources for assessment

Access is required to:

computer and relevant software

legislation, guidelines, procedures and protocols relating to test and evaluation processes

testing plans

workplace documentation.

Guidance information for assessment

In all cases, assessment should be supported by questions to assess required knowledge and those aspects of competency which are difficult to assess directly. Questioning techniques should suit the language and literacy levels of the candidate.

Assessment methods should reflect workplace demands such as literacy and the needs of particular groups

Assessment methods suitable for valid and reliable assessment of this unit may include, but are not limited to, a combination of:

authenticated evidence from the workplace and/or training programs

case studies

demonstration

feedback from supervisors and peers regarding the candidate's ability

observation

portfolios

projects

questioning

reviews or reports prepared by the candidate

scenarios

simulation or role plays.


Range Statement

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 in the Performance Criteria is detailed below.

Critical analysis may include

Cost-benefit analysis

Internal and external environment scan

Operational imperatives

Policies likely to be impacted

Political imperatives

Previous activities that may affect testing requirements

Organisations may include

Defence

Defence contractors and sub-contractors

Defence Materiel Organisation

Defence Science and Technology Organisation

International test agencies

Universities

Policy and procedures may include

Relevant commonwealth, state/territory and local legislation affecting organisation's administration such as:

financial management, and accounting legislation and regulations

occupational health and safety (OH&S) legislation

public sector management acts

Government and organisational policy, guidelines and procedures relating to:

delegation approvals

industrial agreements

procurement guidelines

resourcing

risk management

security

strategic or operational plans

technical and regulatory framework

testing and evaluation

training

Stakeholders may include

Clients or customers (internal and external)

End user/s

General public

Industry

Landowner/s

Organisation's senior management

Other agencies

Other functional areas within the organisation

Project teams

Relevant interest groups

Sponsor/funding bodies

Steering committee members

Supplier/service provider

Unions

Constraining factors may include

Cultural

Environmental

Financial

Industrial

Legislative

Logistical support

Operational

Political

Resources

Safety

Security/privacy

Social

Technical

Potential risks may include

Financial

Probity

Security

Scheduling

Technical

Approvals may include

Business owner

Chief executive officer, manager or management representative

Customer or client

Environmental authorities

Funding body

Line manager

Program manager

Regulatory authority

Specialist management office

Testing sponsor

Test plans may include

Acquisition strategies

Budget and financial management strategy

Contract management

Cost estimates

Evaluation criteria

Expected/measurable outcomes

Facilities

Functional performance specifications

Governance strategy

Implementation strategy

Inclusions and exclusions

Information/communication strategy

Intellectual property strategies

Milestones

Objectives

Occupational concept document

People plan including human resource management and human resource development

Performance criteria/indicators

Purpose

Quality assurance

Quality control

Quality standards

Rationale

Required resources

Resource management

Risk management

Roles and responsibilities

Safety criteria

Schedule/timeline

Specific equipment, instrumentation, and/or specialised facilities and required conditions

Task/WBS

Test and evaluation master plan (TEMP) criteria

Test concept document

Testing control mechanisms

Testing deliverables and their acceptance criteria

Options to manage risks may include

Acceptance

Avoidance

Minimisation

Transfer

Management may include

Change management

Communication, including reporting

Financial management

Logistics management

OH&S management

People management

Procurement management

Quality management

Resources management

Risk management

Schedule management

Scope management

Parameters may include

Acquisition/procurement

Change management

Communications including reporting requirements

Cost

Delivery requirements

Evaluation

Feasibility

Governance structure

Integration of testing within organisation

Intellectual property

Monitoring through testing processes

Operational flexibility

Organisational structure

People required for test including specialist expertise

Pilot outcomes

Quality control

Resources

Risks associated with test including people, environment, resources, technology change during the life of the process (if applicable)

Scope including outcomes, objectives, deliverables

Skills required for testing team

Steering committee arrangements

Timeframe and milestones

Transition arrangements

Management tools may include

Communications plan

Life cycle cost analysis

Logistics support analysis

Organisational testing governance framework

Recording systems - electronic and manual

Reporting framework

Risk analysis

Test and evaluation management software and other tools:

cost schedule control system

critical path method

Gantt and bar charts

program evaluation and review technique (PERT) charts

spreadsheets

Specialists may include

Environmental

Financial

Legal

Logistics

Operators

Other functional areas

Other relevant agencies

Regulatory

Safety

Technical


Sectors

Not applicable.


Employability Skills

This unit contains employability skills.

Pre-requisite Unit/s

Nil


Licensing Information

Not applicable.