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Evidence Guide: CUAIND402 - Provide freelance 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

 

CUAIND402 - Provide freelance services

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

Promote self to potential clients

  1. Establish, follow up and regularly maintain industry contacts
  2. Participate in and maintain relevant industry, employer and other networks
  3. Identify and implement strategies to enhance a professional reputation
  4. Produce material about the services provided and promote across a range of media outlets and platforms
Establish, follow up and regularly maintain industry contacts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Participate in and maintain relevant industry, employer and other networks

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and implement strategies to enhance a professional reputation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce material about the services provided and promote across a range of media outlets and platforms

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate work arrangements

  1. Establish clear project outcomes with client and agree on fees, schedules and expenses
  2. Confirm contracts or agreements contain payment terms and conditions that provide a viable cash flow
  3. Confirm contracts or agreements include obligations of all parties and include a process for varying terms and conditions
  4. Seek specialist advice to review contracts or agreements before signing, if appropriate
  5. Store signed contracts or agreements securely for future reference
  6. Adapt to client work demands without compromising ethics or reputation
  7. Negotiate contract or agreement variations as required
Establish clear project outcomes with client and agree on fees, schedules and expenses

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm contracts or agreements contain payment terms and conditions that provide a viable cash flow

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm contracts or agreements include obligations of all parties and include a process for varying terms and conditions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek specialist advice to review contracts or agreements before signing, if appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Store signed contracts or agreements securely for future reference

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adapt to client work demands without compromising ethics or reputation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate contract or agreement variations as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage financial and business aspects of service

  1. Set up and use effective systems for managing budgets, finance, taxation and project documents, seeking expert advice and support where necessary
  2. Set a realistic fee structure for services provided
  3. Plan and maintain a viable work schedule and cash flow outlined in a business plan
  4. Send invoices in line with payment terms and conditions and promptly follow up any non-payments
  5. Keep accurate and up-to-date financial accounts and records
  6. Submit all taxation documents, using an accountant if necessary
  7. Comply with business regulations, taxation and insurance requirements
Set up and use effective systems for managing budgets, finance, taxation and project documents, seeking expert advice and support where necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Set a realistic fee structure for services provided

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan and maintain a viable work schedule and cash flow outlined in a business plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Send invoices in line with payment terms and conditions and promptly follow up any non-payments

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Keep accurate and up-to-date financial accounts and records

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Submit all taxation documents, using an accountant if necessary

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Comply with business regulations, taxation and insurance requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake strategic planning

  1. Implement strategies to identify work opportunities and risks
  2. Identify and act on opportunities to expand the client base, either alone or in partnership with others
  3. Seek constructive feedback about work performance from clients and other relevant people to improve work practices
  4. Identify opportunities for ongoing professional development and ensure skills and knowledge keep pace with industry developments
  5. Regularly review and set realistic work objectives measured against quality of life, artistic and commercial goals
  6. Identify risk factors and take action to minimise when planning work activities
Implement strategies to identify work opportunities and risks

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and act on opportunities to expand the client base, either alone or in partnership with others

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek constructive feedback about work performance from clients and other relevant people to improve work practices

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify opportunities for ongoing professional development and ensure skills and knowledge keep pace with industry developments

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Regularly review and set realistic work objectives measured against quality of life, artistic and commercial goals

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify risk factors and take action to minimise when planning work activities

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. Promote self to potential clients

1.1 Establish, follow up and regularly maintain industry contacts

1.2 Participate in and maintain relevant industry, employer and other networks

1.3 Identify and implement strategies to enhance a professional reputation

1.4 Produce material about the services provided and promote across a range of media outlets and platforms

2. Negotiate work arrangements

2.1 Establish clear project outcomes with client and agree on fees, schedules and expenses

2.2 Confirm contracts or agreements contain payment terms and conditions that provide a viable cash flow

2.3 Confirm contracts or agreements include obligations of all parties and include a process for varying terms and conditions

2.4 Seek specialist advice to review contracts or agreements before signing, if appropriate

2.5 Store signed contracts or agreements securely for future reference

2.6 Adapt to client work demands without compromising ethics or reputation

2.7 Negotiate contract or agreement variations as required

3. Manage financial and business aspects of service

3.1 Set up and use effective systems for managing budgets, finance, taxation and project documents, seeking expert advice and support where necessary

3.2 Set a realistic fee structure for services provided

3.3 Plan and maintain a viable work schedule and cash flow outlined in a business plan

3.4 Send invoices in line with payment terms and conditions and promptly follow up any non-payments

3.5 Keep accurate and up-to-date financial accounts and records

3.6 Submit all taxation documents, using an accountant if necessary

3.7 Comply with business regulations, taxation and insurance requirements

4. Undertake strategic planning

4.1 Implement strategies to identify work opportunities and risks

4.2 Identify and act on opportunities to expand the client base, either alone or in partnership with others

4.3 Seek constructive feedback about work performance from clients and other relevant people to improve work practices

4.4 Identify opportunities for ongoing professional development and ensure skills and knowledge keep pace with industry developments

4.5 Regularly review and set realistic work objectives measured against quality of life, artistic and commercial goals

4.6 Identify risk factors and take action to minimise when planning work activities

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. Promote self to potential clients

1.1 Establish, follow up and regularly maintain industry contacts

1.2 Participate in and maintain relevant industry, employer and other networks

1.3 Identify and implement strategies to enhance a professional reputation

1.4 Produce material about the services provided and promote across a range of media outlets and platforms

2. Negotiate work arrangements

2.1 Establish clear project outcomes with client and agree on fees, schedules and expenses

2.2 Confirm contracts or agreements contain payment terms and conditions that provide a viable cash flow

2.3 Confirm contracts or agreements include obligations of all parties and include a process for varying terms and conditions

2.4 Seek specialist advice to review contracts or agreements before signing, if appropriate

2.5 Store signed contracts or agreements securely for future reference

2.6 Adapt to client work demands without compromising ethics or reputation

2.7 Negotiate contract or agreement variations as required

3. Manage financial and business aspects of service

3.1 Set up and use effective systems for managing budgets, finance, taxation and project documents, seeking expert advice and support where necessary

3.2 Set a realistic fee structure for services provided

3.3 Plan and maintain a viable work schedule and cash flow outlined in a business plan

3.4 Send invoices in line with payment terms and conditions and promptly follow up any non-payments

3.5 Keep accurate and up-to-date financial accounts and records

3.6 Submit all taxation documents, using an accountant if necessary

3.7 Comply with business regulations, taxation and insurance requirements

4. Undertake strategic planning

4.1 Implement strategies to identify work opportunities and risks

4.2 Identify and act on opportunities to expand the client base, either alone or in partnership with others

4.3 Seek constructive feedback about work performance from clients and other relevant people to improve work practices

4.4 Identify opportunities for ongoing professional development and ensure skills and knowledge keep pace with industry developments

4.5 Regularly review and set realistic work objectives measured against quality of life, artistic and commercial goals

4.6 Identify risk factors and take action to minimise when planning work activities

Evidence of the ability to:

participate in industry networks and develop a dynamic list of industry contacts

prepare resume and self-promotional materials and circulate using a variety of media outlets and platforms

prepare a business plan that identifies a fee structure and work schedule to maintain a viable cash flow

negotiate service contracts or agreements

develop and maintain an effective financial and document records system

develop and revise a strategic plan that identifies business opportunities and risks

seek constructive feedback to identify professional development needs and opportunities

review work objectives measured against quality of life, artistic and commercial goals.

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:

identify industry network opportunities for freelance services in screen and media industries

identify professional expertise and services available to advise and support freelance services

identify media outlets and platforms that may be relevant for promotional purposes

identify sources of information about regulatory, taxation, insurance and other business requirements in relation to offering freelance services.