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Evidence Guide: MSS403008 - 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

 

MSS403008 - 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. Brief team and other key stakeholders on results and seek input on actions to be taken
  4. Guide and assist team in problem solving and development of plans to implement required actions
  5. Facilitate implementation of required actions from developed plans
  6. Monitor implementation and provide assistance and/or guidance to address any problems that arise
Identify patterns of performance shown on strategy map

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify actions indicated by Balanced Scorecard results

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Brief team and other key stakeholders on results and seek input on actions to be taken

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Guide and assist team in problem solving and development of plans to implement required actions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Facilitate implementation of required actions from developed plans

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor implementation and provide assistance and/or guidance to address any problems that arise

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review key performance indicators (KPIs) in the Balanced Scorecard for the organisation and work area

  1. Relate work area and other KPIs to strategy map and strategic objectives
  2. Review actions required by self and others to meet each KPI
  3. Compare current actions to optimal actions to achieve strategy
  4. Discuss with team and other key stakeholders to identify any modifications to KPIs which will better meet strategy
  5. Facilitate amendments to KPIs with relevant personnel
Relate work area and other KPIs to strategy map and strategic objectives

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review actions required by self and others to meet each KPI

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Compare current actions to optimal actions to achieve strategy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss with team and other key stakeholders to identify any modifications to KPIs which will better meet strategy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Facilitate amendments to KPIs with relevant personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review reporting systems for Balanced Scorecard information

  1. Review reporting systems to identify whether required Balance Scorecard information is available
  2. Determine whether mix of operational and strategic information meets work area needs
  3. Determine whether information provided is relevant, current, meaningful and not excessive
  4. Recommend improvements to reports and reporting system to address any issues identified
  5. Discuss information needs, reporting system and proposed improvements with team and other key stakeholders
Review reporting systems to identify whether required Balance Scorecard information is available

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine whether mix of operational and strategic information meets work area needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine whether information provided is relevant, current, meaningful and not excessive

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recommend improvements to reports and reporting system to address any issues identified

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss information needs, reporting system and proposed improvements with team and other key stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Lead improvement to work area total performance

  1. Monitor actual performance against KPIs for desired total performance and other Balanced Scorecard information
  2. Engage team in identifying ways to improve total performance
  3. Lead processes to improve total performance
  4. Monitor and document results of improvement activities
Monitor actual performance against KPIs for desired total performance and other Balanced Scorecard information

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Engage team in identifying ways to improve total performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Lead processes to improve total performance

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and document results of improvement activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge