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Evidence Guide: FNSIBK608 - Establish and maintain strategic networks and collaborative relationships

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

 

FNSIBK608 - Establish and maintain strategic networks and collaborative relationships

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

Identify relevant strategic networks

  1. Determine nature and scope of networks and collaboration required with reference to brokerage service guidelines and business plans
  2. Undertake research to identify and assess benefits and limitations of existing networks and their relevance to broking role and broking business goals
  3. Identify networks and key stakeholders based on client requirements, service delivery and/or broking business objectives
Determine nature and scope of networks and collaboration required with reference to brokerage service guidelines and business plans

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake research to identify and assess benefits and limitations of existing networks and their relevance to broking role and broking business goals

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify networks and key stakeholders based on client requirements, service delivery and/or broking business objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish network and collaborative links with key stakeholders and individuals

  1. Prioritise collaborative relationships and networks on basis of their contribution to broking service role and business needs
  2. Identify and initiate strategies to establish linkages with key networks and individuals, including peers
  3. Establish working arrangements with selected networks and individuals within ethical framework
Prioritise collaborative relationships and networks on basis of their contribution to broking service role and business needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and initiate strategies to establish linkages with key networks and individuals, including peers

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish working arrangements with selected networks and individuals within ethical framework

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Build strategic relationships to support and develop broking activity

  1. Develop protocols for ongoing collaborative activity
  2. Apply mix of interpersonal and technology based approaches to support networking and collaborative activity
  3. Use information obtained from networks and collaborative activity to address identified client requirements
  4. Develop ongoing networking strategies in proactive manner to support and develop broking business
Develop protocols for ongoing collaborative activity

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply mix of interpersonal and technology based approaches to support networking and collaborative activity

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use information obtained from networks and collaborative activity to address identified client requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop ongoing networking strategies in proactive manner to support and develop broking business

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review networks and collaborative activity

  1. Establish criteria for reviewing effectiveness of networks and collaborative relationships
  2. Apply criteria to review relative value of networks and collaborative activity to broking role and business objectives
  3. Undertake cost–benefit analysis of networking and collaborative activity where appropriate
  4. Use analysed results to inform future collaboration and networking activity and strategies
Establish criteria for reviewing effectiveness of networks and collaborative relationships

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply criteria to review relative value of networks and collaborative activity to broking role and business objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake cost–benefit analysis of networking and collaborative activity where appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use analysed results to inform future collaboration and networking activity and strategies

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. Identify relevant strategic networks

1.1 Determine nature and scope of networks and collaboration required with reference to brokerage service guidelines and business plans

1.2 Undertake research to identify and assess benefits and limitations of existing networks and their relevance to broking role and broking business goals

1.3 Identify networks and key stakeholders based on client requirements, service delivery and/or broking business objectives

2. Establish network and collaborative links with key stakeholders and individuals

2.1 Prioritise collaborative relationships and networks on basis of their contribution to broking service role and business needs

2.2 Identify and initiate strategies to establish linkages with key networks and individuals, including peers

2.3 Establish working arrangements with selected networks and individuals within ethical framework

3. Build strategic relationships to support and develop broking activity

3.1 Develop protocols for ongoing collaborative activity

3.2 Apply mix of interpersonal and technology based approaches to support networking and collaborative activity

3.3 Use information obtained from networks and collaborative activity to address identified client requirements

3.4 Develop ongoing networking strategies in proactive manner to support and develop broking business

4. Review networks and collaborative activity

4.1 Establish criteria for reviewing effectiveness of networks and collaborative relationships

4.2 Apply criteria to review relative value of networks and collaborative activity to broking role and business objectives

4.3 Undertake cost–benefit analysis of networking and collaborative activity where appropriate

4.4 Use analysed results to inform future collaboration and networking activity and strategies

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. Identify relevant strategic networks

1.1 Determine nature and scope of networks and collaboration required with reference to brokerage service guidelines and business plans

1.2 Undertake research to identify and assess benefits and limitations of existing networks and their relevance to broking role and broking business goals

1.3 Identify networks and key stakeholders based on client requirements, service delivery and/or broking business objectives

2. Establish network and collaborative links with key stakeholders and individuals

2.1 Prioritise collaborative relationships and networks on basis of their contribution to broking service role and business needs

2.2 Identify and initiate strategies to establish linkages with key networks and individuals, including peers

2.3 Establish working arrangements with selected networks and individuals within ethical framework

3. Build strategic relationships to support and develop broking activity

3.1 Develop protocols for ongoing collaborative activity

3.2 Apply mix of interpersonal and technology based approaches to support networking and collaborative activity

3.3 Use information obtained from networks and collaborative activity to address identified client requirements

3.4 Develop ongoing networking strategies in proactive manner to support and develop broking business

4. Review networks and collaborative activity

4.1 Establish criteria for reviewing effectiveness of networks and collaborative relationships

4.2 Apply criteria to review relative value of networks and collaborative activity to broking role and business objectives

4.3 Undertake cost–benefit analysis of networking and collaborative activity where appropriate

4.4 Use analysed results to inform future collaboration and networking activity and strategies

Evidence of the ability to:

apply wide ranging research skills to identify and evaluate potential networks and collaborative relationships against identified client and brokerage business needs

implement strategies to establish linkages and build relationships

apply information from networks and work undertaken in collaborative relationships to address client and business requirements

review results of networks and collaborations to determine future action plans.

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:

describe research activities designed to identify and analyse information on ethical standards, legal requirements and industry codes relevant to the insurance broking sector

outline leadership strategies that can be applied to the practical application of ethical standards in insurance broking

explain the process of benchmarking to monitor, review, analyse and diagnose ethical business practice

explain the application of conceptual thinking and reasoning skills in identifying ethical acceptable and unacceptable practices

outline the use of change management and innovation techniques to identify useful strategies to implement ethical standards.