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Evidence Guide: FNSCUS501 - Develop and nurture relationships with clients, other professionals and third party referrers

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

 

FNSCUS501 - Develop and nurture relationships with clients, other professionals and third party referrers

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

Develop professional business relationships

  1. Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice
  2. 1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards
  3. Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality
  4. Adjust interpersonal styles and methods to needs and situation of other parties
Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjust interpersonal styles and methods to needs and situation of other parties

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Build and maintain business networks and relationships

  1. Develop and maintain business and professional networks and other relationships to benefit organisation
  2. Identify and cultivate relationships using business and professional networks to promote and market organisation
  3. Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices
Develop and maintain business and professional networks and other relationships to benefit organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and cultivate relationships using business and professional networks to promote and market organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Nurture relationships and build on referral business for the long term

  1. Follow up referral business using appropriate communication channels to find and secure new business relationships
  2. Identify referral needs quickly and provide information about organisation’s relevant products and services
  3. Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients.
Follow up referral business using appropriate communication channels to find and secure new business relationships

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify referral needs quickly and provide information about organisation’s relevant products and services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients.

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. Develop professional business relationships

1.1 Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice

1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards

1.3 Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality

1.4 Adjust interpersonal styles and methods to needs and situation of other parties

2. Build and maintain business networks and relationships

2.1 Develop and maintain business and professional networks and other relationships to benefit organisation

2.2 Identify and cultivate relationships using business and professional networks to promote and market organisation

2.3 Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices

3. Nurture relationships and build on referral business for the long term

3.1 Follow up referral business using appropriate communication channels to find and secure new business relationships

3.2 Identify referral needs quickly and provide information about organisation’s relevant products and services

3.3 Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients.

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. Develop professional business relationships

1.1 Conduct all dealings with clients, professionals and other third parties professionally in accordance with organisational policy and procedures, and legislative, regulatory and professional codes of practice

1.2 Develop and maintain positive relationships using organisation's social, business and ethical standards

1.3 Carry out dealings with colleagues, clients and other parties effectively and with respect to confidentiality

1.4 Adjust interpersonal styles and methods to needs and situation of other parties

2. Build and maintain business networks and relationships

2.1 Develop and maintain business and professional networks and other relationships to benefit organisation

2.2 Identify and cultivate relationships using business and professional networks to promote and market organisation

2.3 Expand and enhance reputation of organisation in cooperation with other professionals and third parties, and identify new and improved business practices

3. Nurture relationships and build on referral business for the long term

3.1 Follow up referral business using appropriate communication channels to find and secure new business relationships

3.2 Identify referral needs quickly and provide information about organisation’s relevant products and services

3.3 Organise interview with referral business where needs can be met, or identify other sources of information that may assist clients.