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Evidence Guide: DEFFIN018 - Prepare reports on organisational operating costs

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!

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DEFFIN018 - Prepare reports on organisational operating costs

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

Plan for provision of report

  1. Establish timelines to meet report deadlines and data requirements
  2. Communicate timelines to stakeholders
Establish timelines to meet report deadlines and data requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Communicate timelines to stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare report

  1. Gather organisational operating cost information from relevant sources and financial management information systems
  2. Draft the report
  3. Identify and investigate any anomalies within the report, seeking clarification from subject matter experts
  4. Make necessary amendments to report
  5. Prepare final report
Gather organisational operating cost information from relevant sources and financial management information systems

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Draft the report

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and investigate any anomalies within the report, seeking clarification from subject matter experts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make necessary amendments to report

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare final report

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Submit and distribute report

  1. Submit report for approval
  2. Distribute approved report
Submit report for approval

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute approved report

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Plan for provision of report

1.1

Establish timelines to meet report deadlines and data requirements

1.2

Communicate timelines to stakeholders

2

Prepare report

2.1

Gather organisational operating cost information from relevant sources and financial management information systems

2.2

Draft the report

2.3

Identify and investigate any anomalies within the report, seeking clarification from subject matter experts

2.4

Make necessary amendments to report

2.5

Prepare final report

3

Submit and distribute report

3.1

Submit report for approval

3.2

Distribute approved report

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Plan for provision of report

1.1

Establish timelines to meet report deadlines and data requirements

1.2

Communicate timelines to stakeholders

2

Prepare report

2.1

Gather organisational operating cost information from relevant sources and financial management information systems

2.2

Draft the report

2.3

Identify and investigate any anomalies within the report, seeking clarification from subject matter experts

2.4

Make necessary amendments to report

2.5

Prepare final report

3

Submit and distribute report

3.1

Submit report for approval

3.2

Distribute approved report

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

analysing data and information for reports

engaging with stakeholders

identifying significant variances and communicating those variances to key stakeholders

managing work to established timelines

preparing and consolidating reports

using high level written communication

validating data against authoritative sources.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

key organisational operating cost information required, common financial report formats and typical quality indicators

key requirements for management reporting

relevant legislation and organisational policies and procedures.

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Range Statement

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions may be found in the Companion Volume Implementation Guide.