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
What evidence can you provide to prove your understanding of each of the following citeria?
Implement policies and procedures for managing finance and administration
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Identify and contribute to the development of policies and procedures for managing finance and administration Completed |
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Apply risk assessment and risk management strategies to managing finance and administration Completed |
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Manage finance and administration compliance with organisation policy and procedures and relevant legislation, regulations and codes Completed |
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Establish and follow communication processes to give and receive information, including the production of finance and administration reports Completed |
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Consult with work and management teams, and other relevant stakeholders in relation to decision making on finance and administration matters Completed |
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Review, monitor and implement agreed changes to finance and administration management, in line with organisational policies and procedures Completed |
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Contribute to financial plan development and implementation
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Interpret and apply organisational strategic plan to finance and administration planning and management, in a team environment Completed |
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Consult with relevant personnel to gather information for input into financial plan Completed |
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Develop financial plan with management team Completed |
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Present financial plan for approval, in line with organisational policies and procedures Completed |
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Implement approved financial plan Completed |
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Periodically review financial plan's accord with organisational objectives and outcomes, and gain approval for adjustments, in line with organisational policies and procedures Completed |
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Source and contribute to the management of financial and funding allocation
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Identify sources of finances and funds Completed |
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Identify organisational financial requirements with work and management teams Completed |
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Monitor negotiation, financing and funding of contracts, and implement contract processes to finalisation Completed |
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Manage finance of the organisation in a team environment, according to organisational procedures and relevant legislation, regulations and codes Completed |
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Provide financial reports to relevant personnel, in line with organisational policies and procedures Completed |
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Monitor administration of the accounting function
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Contribute to the establishment of procedures for the financial transactions of an international education organisation, including employee remuneration and contract payments Completed |
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Monitor implementation of finance and administration procedures Completed |
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Consult with relevant stakeholders with respect to complying with legal requirements for accounting Completed |
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Contribute to financial accounting reports produced and presented, in line with organisational procedures Completed |
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Manage student admission processes and fee records
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Monitor admissions processes to ensure compliance with relevant legislation, regulations and codes and organisational policies and procedures Completed |
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Monitor accurate completion of admissions documents and database entries, tracking deficiencies and ensuring rectification where required, to meet compliance requirements Completed |
Evidence:
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Review admissions policies and procedures to identify ongoing improvements Completed |
Evidence:
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Check clients' agreed fee instalments and payment schedules against receipt documents and dates, to facilitate on time collection of correct monies Completed |
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Monitor student fee receipt procedures to facilitate correct processing and recording, and bank in correct account, in accordance with relevant legislation, regulations and codes Completed |
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Draw down student fees to operational bank accounts according to organisational policies and procedures and relevant legislation, regulations and codes Completed |
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Process and verify student fee refunds in accordance with relevant legislation, regulations and codes and organisational refund policy Completed |
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Manage general administration functions
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Manage administration of functions in accordance with work role in the management team and governance requirements Completed |
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Consult organisation staff regarding own and work team performance in functional administration Completed |
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Receive reports from work team on action taken on identified issues Completed |
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Develop reports on administration matters to the management team and for governance related requirements, in line with organisational policy Completed |
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Discuss and clearly communicate matters of administration, such as any adjustments to administration policies and procedures, to relevant personnel Completed |
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Provide support to members of the management team, as required, with education and training systems and financial administration Completed |
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