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Evidence Guide: CHCMGT006 - Coordinate client directed services

Student: __________________________________________________

Signature: _________________________________________________

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

 

CHCMGT006 - Coordinate client directed services

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

Elements define the essential outcomes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Performance criteria specify the performance needed to demonstrate achievement of the element

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare for client meeting

  1. Ensure reference and promotional material is updated on a regular basis to support the communication process
  2. Access client information to determine service options and availability
  3. Prepare promotional material and/or written service proposal for presentation to client
Ensure reference and promotional material is updated on a regular basis to support the communication process

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Access client information to determine service options and availability

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare promotional material and/or written service proposal for presentation to client

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Discuss service options with client

  1. Discuss client preferences, needs, expectations and previous experiences regarding service provision
  2. Present to client accurate information on support options and a proposal for service provision which is tailored to client’s specific needs and preferences
  3. Promote benefits of organisation to client and respond to queries in an accurate and positive manner
  4. Develop and present a financial plan covering service fees and costs tailored to the client’s preferences and budget
  5. Ensure that complaints and feedback avenues are explained to the client
  6. Determine and discuss follow up requirements
  7. Negotiate the service agreement and complete in accordance with client requirements, organisation procedures and code of ethics
Discuss client preferences, needs, expectations and previous experiences regarding service provision

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Present to client accurate information on support options and a proposal for service provision which is tailored to client’s specific needs and preferences

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Promote benefits of organisation to client and respond to queries in an accurate and positive manner

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and present a financial plan covering service fees and costs tailored to the client’s preferences and budget

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure that complaints and feedback avenues are explained to the client

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Determine and discuss follow up requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Negotiate the service agreement and complete in accordance with client requirements, organisation procedures and code of ethics

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Communicate with support staff and other service providers

  1. Communicate and agree on service requirements with support staff and other service providers to support efficient service implementation
  2. Ensure that service plans reflect identified goals and needs to achieve the required outcomes
  3. Maintain, evaluate and review service plans against requirements on a regular planned basis
  4. Collaborate with all stakeholders to determine future requirements to meet changing needs or preferences of clients
  5. Ensure that changes to service provision are agreed and authorised by all relevant parties
Communicate and agree on service requirements with support staff and other service providers to support efficient service implementation

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure that service plans reflect identified goals and needs to achieve the required outcomes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Maintain, evaluate and review service plans against requirements on a regular planned basis

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Collaborate with all stakeholders to determine future requirements to meet changing needs or preferences of clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure that changes to service provision are agreed and authorised by all relevant parties

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Manage ongoing requirements of client load

  1. Develop and implement strategies to retain clients and build loyalty
  2. Obtain and act on feedback from clients regarding satisfaction with all aspects of service provision
  3. Obtain and act on feedback from service providers on progress of clients
  4. Use feedback to evaluate service provision and make recommendations to organisation
  5. Identify opportunities for continuous improvement and implement in accordance with organisation procedures and boundaries of role
  6. Meet statutory and organisation documenting and reporting requirements
Develop and implement strategies to retain clients and build loyalty

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain and act on feedback from clients regarding satisfaction with all aspects of service provision

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain and act on feedback from service providers on progress of clients

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use feedback to evaluate service provision and make recommendations to organisation

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify opportunities for continuous improvement and implement in accordance with organisation procedures and boundaries of role

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Meet statutory and organisation documenting and reporting requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria specify the performance needed to demonstrate achievement of the element

1. Prepare for client meeting

1.1 Ensure reference and promotional material is updated on a regular basis to support the communication process

1.2 Access client information to determine service options and availability

1.3 Prepare promotional material and/or written service proposal for presentation to client

2. Discuss service options with client

2.1 Discuss client preferences, needs, expectations and previous experiences regarding service provision

2.2 Present to client accurate information on support options and a proposal for service provision which is tailored to client’s specific needs and preferences

2.3 Promote benefits of organisation to client and respond to queries in an accurate and positive manner

2.4 Develop and present a financial plan covering service fees and costs tailored to the client’s preferences and budget

2.5 Ensure that complaints and feedback avenues are explained to the client

2.6 Determine and discuss follow up requirements

2.7 Negotiate the service agreement and complete in accordance with client requirements, organisation procedures and code of ethics

3. Communicate with support staff and other service providers

3.1 Communicate and agree on service requirements with support staff and other service providers to support efficient service implementation

3.2 Ensure that service plans reflect identified goals and needs to achieve the required outcomes

3.3 Maintain, evaluate and review service plans against requirements on a regular planned basis

3.4 Collaborate with all stakeholders to determine future requirements to meet changing needs or preferences of clients

3.5 Ensure that changes to service provision are agreed and authorised by all relevant parties

4. Manage ongoing requirements of client load

4.1 Develop and implement strategies to retain clients and build loyalty

4.2 Obtain and act on feedback from clients regarding satisfaction with all aspects of service provision

4.3 Obtain and act on feedback from service providers on progress of clients

4.4 Use feedback to evaluate service provision and make recommendations to organisation

4.5 Identify opportunities for continuous improvement and implement in accordance with organisation procedures and boundaries of role

4.6 Meet statutory and organisation documenting and reporting requirements

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria specify the performance needed to demonstrate achievement of the element

1. Prepare for client meeting

1.1 Ensure reference and promotional material is updated on a regular basis to support the communication process

1.2 Access client information to determine service options and availability

1.3 Prepare promotional material and/or written service proposal for presentation to client

2. Discuss service options with client

2.1 Discuss client preferences, needs, expectations and previous experiences regarding service provision

2.2 Present to client accurate information on support options and a proposal for service provision which is tailored to client’s specific needs and preferences

2.3 Promote benefits of organisation to client and respond to queries in an accurate and positive manner

2.4 Develop and present a financial plan covering service fees and costs tailored to the client’s preferences and budget

2.5 Ensure that complaints and feedback avenues are explained to the client

2.6 Determine and discuss follow up requirements

2.7 Negotiate the service agreement and complete in accordance with client requirements, organisation procedures and code of ethics

3. Communicate with support staff and other service providers

3.1 Communicate and agree on service requirements with support staff and other service providers to support efficient service implementation

3.2 Ensure that service plans reflect identified goals and needs to achieve the required outcomes

3.3 Maintain, evaluate and review service plans against requirements on a regular planned basis

3.4 Collaborate with all stakeholders to determine future requirements to meet changing needs or preferences of clients

3.5 Ensure that changes to service provision are agreed and authorised by all relevant parties

4. Manage ongoing requirements of client load

4.1 Develop and implement strategies to retain clients and build loyalty

4.2 Obtain and act on feedback from clients regarding satisfaction with all aspects of service provision

4.3 Obtain and act on feedback from service providers on progress of clients

4.4 Use feedback to evaluate service provision and make recommendations to organisation

4.5 Identify opportunities for continuous improvement and implement in accordance with organisation procedures and boundaries of role

4.6 Meet statutory and organisation documenting and reporting requirements