NTISthis.com

Evidence Guide: FNSIBK507 - Review service performance

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

 

FNSIBK507 - Review service performance

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

Establish system to review service performance

  1. Determine service parameters to enable performance to be reviewed effectively
  2. Establish measures of service performance that provide accurate and accessible information on service provision.
  3. Establish accurate, secure and reliable data recording facilities
  4. Design and implement suitable monitoring system to record service performance data
  5. Establish review schedule
Determine service parameters to enable performance to be reviewed effectively

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish measures of service performance that provide accurate and accessible information on service provision.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish accurate, secure and reliable data recording facilities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design and implement suitable monitoring system to record service performance data

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish review schedule

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse performance data

  1. Collate performance data to enable review against planned outcomes to be conducted
  2. Analyse data to establish whether planned outcomes have been achieved
  3. Identify variations of performance against planned outcomes
Collate performance data to enable review against planned outcomes to be conducted

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse data to establish whether planned outcomes have been achieved

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify variations of performance against planned outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine action required

  1. Assess variations in performance to determine degree of change required
  2. Prepare action plan to accommodate changes
  3. Implement procedures to determine effectiveness of any changes implemented
Assess variations in performance to determine degree of change required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare action plan to accommodate changes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement procedures to determine effectiveness of any changes implemented

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. Establish system to review service performance

1.1 Determine service parameters to enable performance to be reviewed effectively

1.2 Establish measures of service performance that provide accurate and accessible information on service provision.

1.3 Establish accurate, secure and reliable data recording facilities

1.4 Design and implement suitable monitoring system to record service performance data

1.5 Establish review schedule

2. Analyse performance data

2.1 Collate performance data to enable review against planned outcomes to be conducted

2.2 Analyse data to establish whether planned outcomes have been achieved

2.3 Identify variations of performance against planned outcomes

3. Determine action required

3.1 Assess variations in performance to determine degree of change required

3.2 Prepare action plan to accommodate changes

3.3 Implement procedures to determine effectiveness of any changes implemented

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. Establish system to review service performance

1.1 Determine service parameters to enable performance to be reviewed effectively

1.2 Establish measures of service performance that provide accurate and accessible information on service provision.

1.3 Establish accurate, secure and reliable data recording facilities

1.4 Design and implement suitable monitoring system to record service performance data

1.5 Establish review schedule

2. Analyse performance data

2.1 Collate performance data to enable review against planned outcomes to be conducted

2.2 Analyse data to establish whether planned outcomes have been achieved

2.3 Identify variations of performance against planned outcomes

3. Determine action required

3.1 Assess variations in performance to determine degree of change required

3.2 Prepare action plan to accommodate changes

3.3 Implement procedures to determine effectiveness of any changes implemented

Evidence of the ability to:

apply high level analysis, decision making and auditing to ensure service performance is in line with desired outcomes

conduct timely performance reviews and spot checks against service performance indicators

analyse service results, and report and recommend appropriate actions

implement procedures and determine effectiveness.

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:

provide examples of approaches used for continuous improvement in client service

outline the key performance indicators and key result areas for client servicing

explain the application of marketing principles and practice in developing strategies for client servicing

outline forecasting related to the client servicing aspects of the organisational budget

outline the impact of underwriting guidelines and authorities on organisational policy and procedures related to client servicing

explain responsibility taken for compliance requirements by brokers undertaking client servicing.