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Evidence Guide: LMFBA3009A - Provide advice to customers on blinds and awnings

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

 

LMFBA3009A - Provide advice to customers on blinds and awnings

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

Develop and maintain knowledge of products and services

  1. A comprehensive knowledge and understanding of industry products and services is actively and regularly researched from authoritative sources
  2. Characteristics of products and services are identified and understood using available product and service documentation.
  3. Sample materials, products and visual aids are collected and organised for easy use
A comprehensive knowledge and understanding of industry products and services is actively and regularly researched from authoritative sources

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Characteristics of products and services are identified and understood using available product and service documentation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Sample materials, products and visual aids are collected and organised for easy use

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare for work

  1. A range of materials and products are selected to match customer requirements and suitability for purpose
  2. An appointment is arranged with the customer and an appropriate schedule is agreed
A range of materials and products are selected to match customer requirements and suitability for purpose

Completed
Date:

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An appointment is arranged with the customer and an appropriate schedule is agreed

Completed
Date:

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Confirm customer requirements

  1. Questioning and active listening techniques are used to clarify customer requirements
  2. Customer requirements are identified professionally, courteously and with tact
  3. Assumptions are documented in accordance with workplace practices
  4. Customer requirements are fed back accurately in language that can be understood by the customer and workplace staff
  5. Customer requirements are documented in accordance with workplace practices
Questioning and active listening techniques are used to clarify customer requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer requirements are identified professionally, courteously and with tact

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assumptions are documented in accordance with workplace practices

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer requirements are fed back accurately in language that can be understood by the customer and workplace staff

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer requirements are documented in accordance with workplace practices

Completed
Date:

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Provide advice on blinds and awnings

  1. Viable options for colour, material and style that are relevant to the customer's requirements are presented
  2. Options for colour, materials and style are explained to, and discussed with the customer to facilitate customer understanding of available products and services
  3. Material samples and visual aids are made available to the customer to facilitate customer understanding of available products and services
  4. Benefits and approximate costs of each option are explained to the customer to facilitate informed decision making
Viable options for colour, material and style that are relevant to the customer's requirements are presented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Options for colour, materials and style are explained to, and discussed with the customer to facilitate customer understanding of available products and services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Material samples and visual aids are made available to the customer to facilitate customer understanding of available products and services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Benefits and approximate costs of each option are explained to the customer to facilitate informed decision making

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Agree selection with customer

  1. Customer selection including agreed delivery timeframe is determined
  2. Customer commitment to agreed selection is gained in accordance with workplace practices
  3. Documentation is completed following workplace practices including specification sheets for products selected (colour, style, etc) and drawings
  4. Customer is informed of rights and obligations regarding product or service
Customer selection including agreed delivery timeframe is determined

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer commitment to agreed selection is gained in accordance with workplace practices

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Documentation is completed following workplace practices including specification sheets for products selected (colour, style, etc) and drawings

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Customer is informed of rights and obligations regarding product or service

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise process

  1. Sample products are returned to storage as required
  2. Documentation is submitted to appropriate personnel in accordance with workplace practices
  3. Contact is maintained with customer throughout the manufacturing and installation process
Sample products are returned to storage as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Documentation is submitted to appropriate personnel in accordance with workplace practices

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Contact is maintained with customer throughout the manufacturing and installation process

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Identify products and materials used in blinds and awnings manufacturing

Conducting meetings and presentations

Assessing and reporting on customer satisfaction

Analysing sales and product development data

Completing workplace documentation

Advise customer on at least three occasions involving material, style and colour selection

Context of, and specific resources for assessment

The application of competency is to be assessed in the workplace or simulated workplace

Assessment is to occur under standard and authorised work practices, safety requirements and environmental constraints

Assessment of required knowledge and skills may be conducted in workplace or simulated workplace environment

The following resources should be made available:

workplace location or simulated workplace

materials and equipment relevant to providing advice to customers

workplace practices including standard documentation and procedures relevant to providing advice to customers

Method of assessment

Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of required knowledge and skills

Assessment methods should be by direct observation of tasks and include questioning on required knowledge and skills to ensure its correct interpretation and application

Assessment should be conducted over time and may be in conjunction with assessment of other units of competency

Required Skills and Knowledge

Required skills

read and understand documentation

speak clearly and directly

apply effective listening techniques

ask questions to gain information

complete standardised workplace information

share information

meet the needs of customers

provide information to customers

write workplace documentation

present information

work as part of a team

share information

apply a range of strategies to solve problems

monitor and evaluate solutions

identify and define problems

develop practical solutions to problems

select appropriate solutions to problems

apply analysis skills

show independence and initiative

adapt to new situations

initiate solutions to problems

discuss initiatives with colleagues

generate a range of options

assess risks and take appropriate action

manage innovation and change

determine opportunities to improve processes

take initiative and make decisions

collect and organise information

plan tasks and identify task outcomes

plan use of resources

assess and prioritise tasks

manage time and resources

participate in continuous improvement processes

allocate people and other resources to tasks

collect and analyse information

establish clear goals and deliverables

amend own work practices

clarify objectives

manage workplace information

select and sequence information

manage own time and prioritise own work

assess own skills and knowledge

use feedback to improve performance

take responsibility

apply knowledge and confidence in own ideas

apply quality practices

work safely

adapt to new skill requirements

be open to new ideas and techniques

invest time and effort into learning new skills

be open to learning and accommodate change

apply reflective skills

use equipment and tools

use technology relevant to the job

use basic IT skills

use IT to organise information

Required knowledge

State or Territory OHS legislation, regulations, standards and codes of practice relevant to blinds and awnings manufacturing and installation

organisational and site standards, requirements, policies and procedures for providing advice to customers

interpretation of plans and worksheets

colour coordination and matching

fabric and material types and their application

suitable applications of the various styles of blinds and awnings

organisation's products and services

principles and techniques of public relations and product promotion

strategies for planning and monitoring activities

consultation methods, techniques and protocols

terms used to describe components of blinds and awnings

procedures for the recording, reporting and maintenance of workplace records and information

mathematical techniques for estimation and measurement of materials

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Products

includes blinds and/or awnings

Services

includes preparation, manufacturing and installation

Authoritative sources

includes manufacturers, industry resource groups, industry advocacy groups

Characteristics of products

includes characteristics of fabrics, materials, fixings

Documentation

includes product information sheets, specifications

Sample

may include fabric off-cuts, photographs, drawings, sketches

Visual aids

include photographs, brochures, computer presentations

Customer requirements

may include sun protection, darkening effects, privacy, insulation, decoration, noise reduction, weather protection, presenting a professional image, advertising and branding, light dispersement

Active listening

includes maintaining eye contact, asking questions to clarify meaning,

Assumptions

includes site access, removal and disposal of existing blinds, awnings or fixtures

Feed back

includes verbal or written feed back

Documented

includes quotation for work, sketches, drawings

Commitment

includes signing work order or contract, collecting and receipting deposits

Rights and obligations

includes cooling off periods, providing access to property, availability at arranged time, payment terms and conditions

Documentation

includes work orders, customer care cards

Appropriate personnel

includes trainers, assessors, managers, production personnel, office staff, supervisors