NTISthis.com

Evidence Guide: MSS403005A - Facilitate use of a Balanced Scorecard for performance improvement

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

 

MSS403005A - Facilitate use of a Balanced Scorecard for performance improvement

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

Interpret Balanced Scorecard results

  1. Identify patterns of performance shown on strategy map
  2. Identify actions indicated by Balanced Scorecard results
  3. Discuss results with fellow employees and other relevant stakeholders
  4. Facilitate the selection of required actions with employees and other stakeholders
  5. Facilitate he development of implementation plans for team or individuals
  6. Facilitate the implementation of required actions from developed plans
  7. Follow up on implementation to ensure it occurs as planned
Identify patterns of performance shown on strategy map

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify actions indicated by Balanced Scorecard results

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Discuss results with fellow employees and other relevant stakeholders

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Facilitate the selection of required actions with employees and other stakeholders

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Facilitate he development of implementation plans for team or individuals

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Facilitate the implementation of required actions from developed plans

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Follow up on implementation to ensure it occurs as planned

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

A person who demonstrates competency in this unit must be able to provide evidence of the ability to:

interpret Balanced Scorecard results

review KPIs in the Balanced Scorecard

review related reporting systems

lead improvement to team performance.

Context of and specific resources for assessment

Assessment of performance must be undertaken in a workplace using or implementing one or more competitive systems and practices.

Access may be required to:

workplace procedures and plans relevant to work area

specifications and documentation relating to planned, currently being implemented, or implemented changes to work processes and procedures relevant to the assessee

documentation and information in relation to production, waste, overheads and hazard control/management

reports from supervisors/managers

case study and scenarios to assess responses to contingencies

Method of assessment

A holistic approach should be taken to the assessment.

Competence in this unit may be assessed by using a combination of the following to generate evidence:

demonstration in the workplace

workplace projects

suitable simulation

case studies/scenarios (particularly for assessment of contingencies, improvement scenarios, and so on)

targeted questioning

reports from supervisors, peers and colleagues (third-party reports)

portfolio of evidence.

In all cases it is expected that practical assessment will be combined with targeted questioning to assess underpinning knowledge.

Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.

Guidance information for assessment

Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the candidate and the work being performed.

Required Skills and Knowledge

Required skills

Required skills include:

identifying KPIs and their application to own work and the work of other employees

analysing Balanced Scorecard results and determining implications for a work area

solving problems associated with use or interpretation of Balanced Scorecard

planning strategies for use of Balanced Scorecard, including:

required communication with others

negotiations if any required with internal and external suppliers, customers and delegates

analysis of any skill gaps in self and others

required training

data collection

work organisation and procedure changes

risk identification and contingency measures

communicating effectively in informal and formal meetings, and with personnel at all levels

providing effective feedback

Required knowledge

Required knowledge includes:

components of the Balanced Scorecard, including perspectives, feedback loops, targets and metrics, and reporting systems

responsibilities of self and others in a Balanced Scorecard strategy

health, safety and environment (HSE) principles and requirements for area of responsibility

change implementation contacts and procedures relevant to work area

employee assistance mechanisms in the organisation

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.

Competitive systems and practices

Competitive systems and practices may include, but are not limited to:

lean operations

agile operations

preventative and predictive maintenance approaches

monitoring and data gathering systems, such as Systems Control and Data Acquisition (SCADA) software, Enterprise Resource Planning (ERP) systems, Materials Resource Planning (MRP) and proprietary systems

statistical process control systems ,including six sigma and three sigma

Just in Time (JIT), kanban and other pull-related operations control systems

supply, value, and demand chain monitoring and analysis

5S

continuous improvement (kaizen)

breakthrough improvement (kaizen blitz)

cause/effect diagrams

overall equipment effectiveness (OEE)

takt time

process mapping

problem solving

run charts

standard procedures

current reality tree

Competitive systems and practices should be interpreted so as to take into account:

the stage of implementation of competitive systems and practices

the size of the enterprise

the work organisation, culture, regulatory environment and the industry sector

Team

Team includes:

all individuals in the target work area who are involved in the implementation and use of the Balanced Scorecard

The team may or may not be a formally designated team working to a team leader

Balanced Scorecard

The Balanced Scorecard refers to:

an approach to competitive systems and practices that sets out an organisations vision and strategy by establishing and measuring enterprise activity in a number of different perspectives in addition to the normal financial perspective

Perspective areas include:

customer

environmental

internal business process

learning and growth

For each perspective area the Balanced Scorecard emphasises establishing and measuring performance (metrics)

KPIs

KPIs may include:

financial and non-financial performance measures against targets within the Balanced Scorecard

other performance indicators not contained with the Balanced Scorecard for the team but relevant for informing the teams activities (e.g. performance indicators for other areas or sections, suppliers or customers)

Actions indicated

Actions indicated may include:

corrective action for poor results

confirming action for acceptable results

taking steps to ensure actions for good results are consistently maintained

changes to performance indicators or performance measurement