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?
Establish relationship with current and potential employer clients
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Employer contact is initiated/received and relationship established for ongoing liaison Completed |
Evidence:
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Employer system and service needs are discussed Completed |
Evidence:
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Employer details are recorded into organisation database Completed |
Evidence:
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Arrangements are made for follow-up service Completed |
Evidence:
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Make analysis of employer needs
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Employer information technology systems are reviewed and checked for compatibility Completed |
Evidence:
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Employer human resource/superannuation payment systems are reviewed Completed |
Evidence:
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Employee information needs are identified Completed |
Evidence:
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Special requirements are identified and noted Completed |
Evidence:
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Propose most suitable fund/system for employer clients
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Fund/system options are examined to identify best options for employer Completed |
Evidence:
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Proposal is developed and presented to employer Completed |
Evidence:
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Organisation procedures and guidelines for ensuring compliance in employer systems are followed Completed |
Evidence:
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Proposal is discussed and negotiated with employer and amendments made as necessary Completed |
Evidence:
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Ongoing liaison is established to respond to employer questions and difficulties Completed |
Evidence:
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Successful proposals are prepared for implementation according to organisation guidelines Completed |
Evidence:
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Set up new employer accounts
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All required information is obtained from employer to set up new accounts Completed |
Evidence:
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Employer accounts are set up and checked for accuracy Completed |
Evidence:
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Employer/fund communication channels are established Completed |
Evidence:
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Confirmation of new accounts is distributed according to organisation guidelines Completed |
Evidence:
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Provide ongoing liaison and management of accounts
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Employer documentation is maintained according to organisation requirements Completed |
Evidence:
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Employer is provided with ongoing communications regarding the progress and implementation of superannuation account Completed |
Evidence:
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Employer is provided with ongoing contact to respond to enquiries and difficulties Completed |
Evidence:
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Employer difficulties, enquiries and/or complaints are responded to efficiently and in accordance with organisation guidelines Completed |
Evidence:
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All transactions of employer account are managed and maintained accurately and according to organisation guidelines Completed |
Evidence:
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Apply quality systems
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System and process checks are implemented regularly and any irregularities identified and acted upon Completed |
Evidence:
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Consequences of incorrect processing of contributions or benefits are identified and explained Completed |
Evidence:
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Work is conducted in accordance with relevant legislation and regulations Completed |
Evidence:
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Best practice standards are identified and incorporated into work practice Completed |
Evidence:
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Training and professional development are undertaken to maintain currency and develop skills Completed |
Evidence:
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