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Evidence Guide: RIIBEF602D - Establish and evaluate operational performance management systems

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!

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RIIBEF602D - Establish and evaluate operational performance management systems

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

1 Identify and research organisation's needs

  1. Access, interpret and apply performance management documentation and ensure the work activity is compliant
  2. Analyse organisation’s goals, objectives and strategies to determine the type of research required
Access, interpret and apply performance management documentation and ensure the work activity is compliant

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Analyse organisation’s goals, objectives and strategies to determine the type of research required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Investigate and analyse operating environments to develop options, strategies and anticipated outcomes

  1. Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information
  2. Develop and implement strategies that translate the objectives into the planning process
  3. Evaluate existing system and equipment suitability
  4. Research, evaluate, select and purchase new equipment
  5. Analyse and interpret research information to establish options and opportunities
Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and implement strategies that translate the objectives into the planning process

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate existing system and equipment suitability

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Research, evaluate, select and purchase new equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Analyse and interpret research information to establish options and opportunities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare business plans/budgets

  1. Involve internal and external stakeholders in the planning process, using their contribution effectively and gaining support for the outcomes
  2. Prepare and present written and numerical business plans/budgets including contingency plans
  3. Prepare written plans that contain a clear statement of priorities and schedules
  4. Provide contingency plans in the event that all resources are not secured or the situation changes
  5. Identify all resources required for plans and strategies and how they will be acquired and utilised
  6. Develop written implementation plans and schedules incorporating support from all stakeholders
Involve internal and external stakeholders in the planning process, using their contribution effectively and gaining support for the outcomes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare and present written and numerical business plans/budgets including contingency plans

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare written plans that contain a clear statement of priorities and schedules

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Provide contingency plans in the event that all resources are not secured or the situation changes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify all resources required for plans and strategies and how they will be acquired and utilised

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop written implementation plans and schedules incorporating support from all stakeholders

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Design and implement performance indicators

  1. Set and agree to performance targets
  2. Establish and monitor performance targets systems
  3. Establish and gain agreement on reporting mechanisms
  4. Ensure that performance evaluation criteria will enable recommendations.
Set and agree to performance targets

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish and monitor performance targets systems

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish and gain agreement on reporting mechanisms

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure that performance evaluation criteria will enable recommendations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and review performance

  1. Interpret and analyse all performance information to compare budget/forecast/past performance and actual/current performance
  2. Prepare and gain agreement on operating budgets with relevant stakeholders
  3. Establish systems to monitor performance measures using appropriate technology
  4. Identify variations in performance and take action to rectify out-of-specification results
  5. Make recommendations regarding future planning within the organisation's continuous improvement processes
  6. Produce and analyse management reports
  7. Present operational performance information in accurate, clear and concise manner, appropriate to audience
Interpret and analyse all performance information to compare budget/forecast/past performance and actual/current performance

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare and gain agreement on operating budgets with relevant stakeholders

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish systems to monitor performance measures using appropriate technology

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify variations in performance and take action to rectify out-of-specification results

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make recommendations regarding future planning within the organisation's continuous improvement processes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Produce and analyse management reports

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Present operational performance information in accurate, clear and concise manner, appropriate to audience

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Explain the cause of success or failure in performance

  1. Base explanations of the cause of performance success or failure on sufficient, reliable evidence
  2. Explain performance outcomes in an accurate, clear and concise manner appropriate to the audience
  3. Evaluate, consider and present alternate explanations for performance
  4. Incorporate lessons drawn from success or failure in future operational planning and continuous improvement activities
Base explanations of the cause of performance success or failure on sufficient, reliable evidence

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Explain performance outcomes in an accurate, clear and concise manner appropriate to the audience

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate, consider and present alternate explanations for performance

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Incorporate lessons drawn from success or failure in future operational planning and continuous improvement activities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify and research organisation's needs

  1. Access, interpret and apply performance management documentation and ensure the work activity is compliant
  2. Analyse organisation’s goals, objectives and strategies to determine the type of research required
  3. Investigate and analyse operating environments to develop options, strategies and anticipated outcomes
  4. Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information
  5. Develop and implement strategies that translate the objectives into the planning process
  6. Evaluate existing system and equipment suitability
  7. Research, evaluate, select and purchase new equipment
  8. Analyse and interpret research information to establish options and opportunities
Access, interpret and apply performance management documentation and ensure the work activity is compliant

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Analyse organisation’s goals, objectives and strategies to determine the type of research required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Investigate and analyse operating environments to develop options, strategies and anticipated outcomes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and implement strategies that translate the objectives into the planning process

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate existing system and equipment suitability

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Research, evaluate, select and purchase new equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Analyse and interpret research information to establish options and opportunities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare business plans/budgets

  1. Involve internal and external stakeholders in the planning process, using their contribution effectively and gaining support for the outcomes
  2. Prepare and present written and numerical business plans/budgets including contingency plans
  3. Prepare written plans that contain a clear statement of priorities and schedules
  4. Provide contingency plans in the event that all resources are not secured or the situation changes
  5. Identify all resources required for plans and strategies and how they will be acquired and utilised
  6. Develop written implementation plans and schedules incorporating support from all stakeholders
Involve internal and external stakeholders in the planning process, using their contribution effectively and gaining support for the outcomes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare and present written and numerical business plans/budgets including contingency plans

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare written plans that contain a clear statement of priorities and schedules

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Provide contingency plans in the event that all resources are not secured or the situation changes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify all resources required for plans and strategies and how they will be acquired and utilised

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop written implementation plans and schedules incorporating support from all stakeholders

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Design and implement performance indicators

  1. Set and agree to performance targets
  2. Establish and monitor performance targets systems
  3. Establish and gain agreement on reporting mechanisms
  4. Ensure that performance evaluation criteria will enable recommendations.
Set and agree to performance targets

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish and monitor performance targets systems

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish and gain agreement on reporting mechanisms

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure that performance evaluation criteria will enable recommendations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor and review performance

  1. Interpret and analyse all performance information to compare budget/forecast/past performance and actual/current performance
  2. Prepare and gain agreement on operating budgets with relevant stakeholders
  3. Establish systems to monitor performance measures using appropriate technology
  4. Identify variations in performance and take action to rectify out-of-specification results
  5. Make recommendations regarding future planning within the organisation's continuous improvement processes
  6. Produce and analyse management reports
  7. Present operational performance information in accurate, clear and concise manner, appropriate to audience
Interpret and analyse all performance information to compare budget/forecast/past performance and actual/current performance

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare and gain agreement on operating budgets with relevant stakeholders

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Establish systems to monitor performance measures using appropriate technology

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify variations in performance and take action to rectify out-of-specification results

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make recommendations regarding future planning within the organisation's continuous improvement processes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Produce and analyse management reports

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Present operational performance information in accurate, clear and concise manner, appropriate to audience

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Explain the cause of success or failure in performance

  1. Base explanations of the cause of performance success or failure on sufficient, reliable evidence
  2. Explain performance outcomes in an accurate, clear and concise manner appropriate to the audience
  3. Evaluate, consider and present alternate explanations for performance
  4. Incorporate lessons drawn from success or failure in future operational planning and continuous improvement activities
Base explanations of the cause of performance success or failure on sufficient, reliable evidence

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Explain performance outcomes in an accurate, clear and concise manner appropriate to the audience

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate, consider and present alternate explanations for performance

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Incorporate lessons drawn from success or failure in future operational planning and continuous improvement activities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify and research organisation's needs

  1. Access, interpret and apply performance management documentation and ensure the work activity is compliant
  2. Analyse organisation’s goals, objectives and strategies to determine the type of research required
  3. Investigate and analyse operating environments to develop options, strategies and anticipated outcomes
  4. Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information
  5. Develop and implement strategies that translate the objectives into the planning process
  6. Evaluate existing system and equipment suitability
  7. Research, evaluate, select and purchase new equipment
  8. Analyse and interpret research information to establish options and opportunities
Access, interpret and apply performance management documentation and ensure the work activity is compliant

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Analyse organisation’s goals, objectives and strategies to determine the type of research required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Investigate and analyse operating environments to develop options, strategies and anticipated outcomes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop and implement strategies that translate the objectives into the planning process

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate existing system and equipment suitability

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Research, evaluate, select and purchase new equipment

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Analyse and interpret research information to establish options and opportunities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

1. Identify and research organisation's needs

1.1 Access, interpret and apply performance management documentation and ensure the work activity is compliant

1.2 Analyse organisation’s goals, objectives and strategies to determine the type of research required

1.3 Investigate and analyse operating environments to develop options, strategies and anticipated outcomes

1.4 Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information

1.5 Develop and implement strategies that translate the objectives into the planning process

1.6 Evaluate existing system and equipment suitability

1.7 Research, evaluate, select and purchase new equipment

1.8 Analyse and interpret research information to establish options and opportunities

2. Prepare business plans/budgets

2.1 Involve internal and external stakeholders in the planning process, using their contribution effectively and gaining support for the outcomes

2.2 Prepare and present written and numerical business plans/budgets including contingency plans

2.3 Prepare written plans that contain a clear statement of priorities and schedules

2.4 Provide contingency plans in the event that all resources are not secured or the situation changes

2.5 Identify all resources required for plans and strategies and how they will be acquired and utilised

2.6 Develop written implementation plans and schedules incorporating support from all stakeholders

3. Design and implement performance indicators

3.1 Set and agree to performance targets

3.2 Establish and monitor performance targets systems

3.3 Establish and gain agreement on reporting mechanisms

3.4 Ensure that performance evaluation criteria will enable recommendations.

4. Monitor and review performance

4.1 Interpret and analyse all performance information to compare budget/forecast/past performance and actual/current performance

4.2 Prepare and gain agreement on operating budgets with relevant stakeholders

4.3 Establish systems to monitor performance measures using appropriate technology

4.4 Identify variations in performance and take action to rectify out-of-specification results

4.5 Make recommendations regarding future planning within the organisation's continuous improvement processes

4.6 Produce and analyse management reports

4.7 Present operational performance information in accurate, clear and concise manner, appropriate to audience

5. Explain the cause of success or failure in performance

5.1 Base explanations of the cause of performance success or failure on sufficient, reliable evidence

5.2 Explain performance outcomes in an accurate, clear and concise manner appropriate to the audience

5.3 Evaluate, consider and present alternate explanations for performance

5.4 Incorporate lessons drawn from success or failure in future operational planning and continuous improvement activities

Required Skills and Knowledge

1. Identify and research organisation's needs

1.1 Access, interpret and apply performance management documentation and ensure the work activity is compliant

1.2 Analyse organisation’s goals, objectives and strategies to determine the type of research required

1.3 Investigate and analyse operating environments to develop options, strategies and anticipated outcomes

1.4 Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information

1.5 Develop and implement strategies that translate the objectives into the planning process

1.6 Evaluate existing system and equipment suitability

1.7 Research, evaluate, select and purchase new equipment

1.8 Analyse and interpret research information to establish options and opportunities

2. Prepare business plans/budgets

2.1 Involve internal and external stakeholders in the planning process, using their contribution effectively and gaining support for the outcomes

2.2 Prepare and present written and numerical business plans/budgets including contingency plans

2.3 Prepare written plans that contain a clear statement of priorities and schedules

2.4 Provide contingency plans in the event that all resources are not secured or the situation changes

2.5 Identify all resources required for plans and strategies and how they will be acquired and utilised

2.6 Develop written implementation plans and schedules incorporating support from all stakeholders

3. Design and implement performance indicators

3.1 Set and agree to performance targets

3.2 Establish and monitor performance targets systems

3.3 Establish and gain agreement on reporting mechanisms

3.4 Ensure that performance evaluation criteria will enable recommendations.

4. Monitor and review performance

4.1 Interpret and analyse all performance information to compare budget/forecast/past performance and actual/current performance

4.2 Prepare and gain agreement on operating budgets with relevant stakeholders

4.3 Establish systems to monitor performance measures using appropriate technology

4.4 Identify variations in performance and take action to rectify out-of-specification results

4.5 Make recommendations regarding future planning within the organisation's continuous improvement processes

4.6 Produce and analyse management reports

4.7 Present operational performance information in accurate, clear and concise manner, appropriate to audience

5. Explain the cause of success or failure in performance

5.1 Base explanations of the cause of performance success or failure on sufficient, reliable evidence

5.2 Explain performance outcomes in an accurate, clear and concise manner appropriate to the audience

5.3 Evaluate, consider and present alternate explanations for performance

5.4 Incorporate lessons drawn from success or failure in future operational planning and continuous improvement activities

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies relevant legislation, documentation, policies and procedures

implements the procedures and techniques for the safe, effective and efficient establishment and evaluation of operational performance management systems including:

analysing and reviewing production costs and equipment/plant operating costs

coordinating resources human, financial and physical

controlling operating costs

works effectively with others to undertake and complete the establishment and evaluation of operational performance management systems including:

negotiating with internal/external customers, community and statutory/legal authorities to gain statutory/legal approvals

demonstrates completion of establishing and evaluating operational performance management systems that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

identifies viable options and the selection of operational performance management systems that best meet the required outcomes

preparing a business plan to convey project deliverables, budgets and management

preparing and presents management reports

preparing an operating budgets and forecasting trends within the budget report

preparing a tender specification that meet the project requirements

The candidate must demonstrate knowledge in establishing and evaluating operational performance management systems:

site quality systems

determining and employing the requirements to meet organisational objectives

resource quantification

financial models

the fundamentals of contract law

negotiation techniques