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Evidence Guide: BSBSMB411 - Manage specialist external advisory services

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Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBSMB411 - Manage specialist external advisory services

What evidence can you provide to prove your understanding of each of the following citeria?

Locate specialist external advisory services

  1. Identify skill gaps of current staff to determine nature of external expertise required to meet the business need
  2. Research specialist services to determine if there are any specific industry or regulatory requirements that apply
  3. Prioritise services required by the business and document according to organisational procedures
  4. Determine estimated cost of services and identify budget or funding source to purchase external expertise
Identify skill gaps of current staff to determine nature of external expertise required to meet the business need

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research specialist services to determine if there are any specific industry or regulatory requirements that apply

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prioritise services required by the business and document according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine estimated cost of services and identify budget or funding source to purchase external expertise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select a specialist advisor or company

  1. Organise a quote or advertise for provision of specialist service according to organisational requirements
  2. Establish process and criteria for shortlisting potential contractors
  3. Select most suitable applicant according to established criteria and business’ requirements and procedures
  4. Document selection process and outcome, following organisational procedures
  5. Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback if needed
Organise a quote or advertise for provision of specialist service according to organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish process and criteria for shortlisting potential contractors

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select most suitable applicant according to established criteria and business’ requirements and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document selection process and outcome, following organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback if needed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate services to be provided

  1. Review and clearly specify terms and conditions of quotation or contract
  2. Clarify and confirm what is required of specialist advisor, including expectations of performance and outcomes
  3. Obtain and action legal advice on contract requirements, if necessary
  4. Formally sign off on quotation or contract following organisational procedures
  5. Familiarise specialist advisor with the business and its personnel as part of induction
Review and clearly specify terms and conditions of quotation or contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify and confirm what is required of specialist advisor, including expectations of performance and outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain and action legal advice on contract requirements, if necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Formally sign off on quotation or contract following organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Familiarise specialist advisor with the business and its personnel as part of induction

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor performance

  1. Check milestones and deliverables are achieved according to terms and conditions of quotation or contract
  2. Discuss progress and review against agreed terms and conditions in line with organisational procedures
  3. Collaborate to raise any issues or concerns, and follow up and document according to organisational procedures
  4. Organise progress and final payments against milestones and key deliverables in a timely manner according to organisational procedures
  5. Evaluate effectiveness and suitability of specialist advisor in achieving objectives
Check milestones and deliverables are achieved according to terms and conditions of quotation or contract

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss progress and review against agreed terms and conditions in line with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collaborate to raise any issues or concerns, and follow up and document according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise progress and final payments against milestones and key deliverables in a timely manner according to organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate effectiveness and suitability of specialist advisor in achieving objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Locate specialist external advisory services

1.1 Identify skill or knowledge gaps within the business to determine nature of external expertise required

1.2 Research specialist services to determine if there are any specific industry or regulatory requirements that apply

1.3 Prioritise services required by the business and document according to business procedures

1.4 Determine estimated cost of services and identify budget or funding source to purchase external expertise

2. Select a specialist advisor or company

2.1 Organise a quote or advertise for provision of specialist service according to business requirements

2.2 Establish process and criteria for shortlisting potential advisors or contractors

2.3 Select most suitable applicant according to established criteria

2.4 Document selection process and outcome

2.5 Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback if needed

3 Negotiate services to be provided

3.1 Review and clearly specify terms and conditions of quotation or contract

3.2 Clarify and confirm what is required of specialist advisor, including expectations of performance and outcomes

3.3 Obtain and action legal advice on contract requirements, if necessary

3.4 Formally sign off on quotation or contract

3.5 Familiarise specialist advisor with the business and relevant personnel as part of induction

4. Monitor performance

4.1 Check milestones and deliverables are achieved according to terms and conditions of quotation or contract

4.2 Discuss progress and review against agreed terms and conditions

4.3 Collaborate to raise any issues or concerns, and follow-up and document

4.4 Organise progress and final payments against milestones and key deliverables in a timely manner

4.5 Evaluate effectiveness and suitability of specialist advisor in achieving objectives

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Locate specialist external advisory services

1.1 Identify skill or knowledge gaps within the business to determine nature of external expertise required

1.2 Research specialist services to determine if there are any specific industry or regulatory requirements that apply

1.3 Prioritise services required by the business and document according to business procedures

1.4 Determine estimated cost of services and identify budget or funding source to purchase external expertise

2. Select a specialist advisor or company

2.1 Organise a quote or advertise for provision of specialist service according to business requirements

2.2 Establish process and criteria for shortlisting potential advisors or contractors

2.3 Select most suitable applicant according to established criteria

2.4 Document selection process and outcome

2.5 Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback if needed

3 Negotiate services to be provided

3.1 Review and clearly specify terms and conditions of quotation or contract

3.2 Clarify and confirm what is required of specialist advisor, including expectations of performance and outcomes

3.3 Obtain and action legal advice on contract requirements, if necessary

3.4 Formally sign off on quotation or contract

3.5 Familiarise specialist advisor with the business and relevant personnel as part of induction

4. Monitor performance

4.1 Check milestones and deliverables are achieved according to terms and conditions of quotation or contract

4.2 Discuss progress and review against agreed terms and conditions

4.3 Collaborate to raise any issues or concerns, and follow-up and document

4.4 Organise progress and final payments against milestones and key deliverables in a timely manner

4.5 Evaluate effectiveness and suitability of specialist advisor in achieving objectives

Evidence of the ability to:

locate and select a specialist external advisory service relevant to the business, that meets specific organisational requirements including:

identifying skill or knowledge gaps of the business

identifying relevant industry, regulatory and organisational requirements

document selection process and outcomes according to business procedures

agree on and document services to be provided with the successful advisor or contractor

provide successful advisor or contractor with an induction program and ongoing feedback as required

monitor milestones and deliverables, and evaluate effectiveness of specialist external advisory services against agreed terms and conditions.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

outline key steps in engaging external specialist advisors or services

describe negotiation and conflict-resolution strategies

summarise business and industry requirements relating to specialist advisory services for the business:

required licences, industry registration, government approval, and professional membership

minimum qualifications

vendor approval or certification.