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
What evidence can you provide to prove your understanding of each of the following citeria?
Monitor implementation of sales policies and procedures
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Implementation of organisation policies and procedures in regard to selling of financial products or services is monitored Completed |
Evidence:
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Implementation of organisation's policies and procedures in regard to transactions including non-cash transactions and variations to standard transactions is monitored Completed |
Evidence:
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Information relating to sales of financial products and services is accurately recorded and products and services sold monitored to ensure that they are matched to customer needs with remedial action taken where deficiencies are identified Completed |
Evidence:
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Monitor implementation of customer service standards
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Customer service standards are measured according to organisation's policies and procedures with remedial action taken where deficiencies are identified Completed |
Evidence:
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Feedback to team members is provided in relation to customer service provision and quality on a regular basis in accordance with organisation policies and procedures Completed |
Evidence:
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Monitor achievement of sales targets
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Sales results are recorded to assist with monitoring achievement of sales targets Completed |
Evidence:
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Individual and branch sales targets are monitored and recorded according to organisation policies and procedures Completed |
Evidence:
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Feedback is provided to management and staff on sales performance in relation to sales targets and planning Completed |
Evidence:
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