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Evidence Guide: SIRXMGT006A - Initiate and implement change

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

 

SIRXMGT006A - Initiate and implement change

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

Identify opportunities for increased sales and service.

  1. Regularly obtain relevant, reliable information from a variety of sources and analyse with regard to requirements of store operations.
  2. Accurately report information on developments to appropriate personnel.
  3. Use information related to current practices to identify opportunities for growth in sales and service.
  4. Continuously monitor and evaluate operations, and take action to improve where indicated.
  5. Accurately identify obstacles to change and take action to alleviate problems.
  6. Use evaluation of previous development outcomes to identify a range of opportunities for improvement and change.
Regularly obtain relevant, reliable information from a variety of sources and analyse with regard to requirements of store operations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Accurately report information on developments to appropriate personnel.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use information related to current practices to identify opportunities for growth in sales and service.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Continuously monitor and evaluate operations, and take action to improve where indicated.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Accurately identify obstacles to change and take action to alleviate problems.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use evaluation of previous development outcomes to identify a range of opportunities for improvement and change.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate changes.

  1. Ensure information on current and proposed merchandise and service range and operating systems is complete, accurate and accessible.
  2. Compare advantages and disadvantages of current and proposed operations.
  3. Assess implications of introducing changes using appropriate analysis measures.
  4. Ensure proposed changes take account of previous evaluations.
  5. Communicate recommendations to appropriate people within designated timeframes.
  6. Analyse responses to recommendations and make appropriate alterations.
Ensure information on current and proposed merchandise and service range and operating systems is complete, accurate and accessible.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Compare advantages and disadvantages of current and proposed operations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assess implications of introducing changes using appropriate analysis measures.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure proposed changes take account of previous evaluations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Communicate recommendations to appropriate people within designated timeframes.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Analyse responses to recommendations and make appropriate alterations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Negotiate changes.

  1. Promptly communicate information on projected change to appropriate people in sufficient detail for them to evaluate the implications for their areas of responsibility.
  2. Maintain good working relationships during negotiations.
  3. Ensure agreements reached include detailed implementation plans in line with store policy and procedures.
  4. Communicate complete and accurate records of negotiations and agreements to appropriate people.
  5. Where compromise necessary, ensure it is mutually acceptable and in line with store policy.
  6. Convey reasons for non acceptance of proposals positively to relevant staff.
  7. Encourage relevant people to understand and participate in changes.
Promptly communicate information on projected change to appropriate people in sufficient detail for them to evaluate the implications for their areas of responsibility.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Maintain good working relationships during negotiations.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure agreements reached include detailed implementation plans in line with store policy and procedures.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Communicate complete and accurate records of negotiations and agreements to appropriate people.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Where compromise necessary, ensure it is mutually acceptable and in line with store policy.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Convey reasons for non acceptance of proposals positively to relevant staff.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Encourage relevant people to understand and participate in changes.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Implement and evaluate change.

  1. Communicate relevant details of implementation plans within designated timeframes to appropriate people in a manner and at a level and pace suitable for their needs.
  2. Use resources effectively to meet the requirements of operational changes.
  3. Monitor operational changes according to implementation plans.
  4. Evaluate outcomes of changes against expectations and previous sales and service records.
  5. Modify implementation process to resolve problems if required.
Communicate relevant details of implementation plans within designated timeframes to appropriate people in a manner and at a level and pace suitable for their needs.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use resources effectively to meet the requirements of operational changes.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor operational changes according to implementation plans.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Evaluate outcomes of changes against expectations and previous sales and service records.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Modify implementation process to resolve problems if required.

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, the range statement and the Assessment Guidelines for this Training Package.

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

Evidence of the following is essential:

reviews relevant information and identifies opportunities for increased sales and service

evaluates proposals for changes to merchandise and service range and operating systems

negotiates for the successful implementation of change

collaboratively implements changes

evaluates implemented change against the initial proposal.

Context of and specific resources for assessment

Assessment must ensure access to:

a retail work environment

relevant documentation, such as:

store policy and procedures in regard to initiating and implementing change

resource utilisation

proposals for changes

market analysis data

a team.

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of performance in the workplace

third-party reports from a supervisor

written or verbal questioning to assess knowledge and understanding

review of portfolios of evidence and third-party workplace reports of on-the-job performance.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Required Skills and Knowledge

This section describes the essential skills and knowledge and their level, required for this unit.

Required skills

analytical skills to:

evaluate and forecast

collect and organise information

interpersonal communication skills to:

report information and communicate recommendations

negotiate changes and communicate details of implementation plans through clear and direct communication

ask questions to identify and confirm requirements

share information

use language and concepts appropriate to cultural differences

use and interpret non-verbal communication

conduct presentations

literacy skills to document plans and reports

Required knowledge

store policy and procedures in regard to:

initiating and implementing change

applying relevant legislation and organisational rules

changes to technology and resources

market needs and marketing opportunities

resource utilisation and costs

analysing efficiency and effectiveness

assessing alternatives in areas of change, including contingency planning

using financial analysis techniques, including cost and benefit, differential and risk analysis

quality assurance and control

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 in the performance criteria is detailed below.

Information may be gathered from:

external sources

higher-level managers

subordinates

colleagues

specialists

staff in other departments.

Appropriate personnel may include:

supervisor and manager

team members.

Opportunities for improvement and change may include:

personnel requirements and team composition

employment and work practices

work methods and patterns

cost factors

nature and availability of services and products

quality of services and products

methods to reduce waste

new equipment and technology

design of systems.

Implications of change may affect:

profitability

productivity

quality of service and product

environmental impact

working conditions

working relationships

reactions of individual employees.

Analysis measures may be:

qualitative

quantitative.

Communication and negotiations may include:

higher-level managers

subordinates

colleagues

specialists

staff in other departments

representatives from external organisations.

Negotiations may be conducted:

verbally in formal or informal meetings

by telephone or fax

written correspondence

email.

Store policy and procedures in regard to:

initiating and implementing changes

communication techniques.

Problems in implementing change may relate to:

internal considerations

external considerations.