Formats and tools
- Unit Description
- Reconstruct the unit from the xml and display it as an HTML page.
- Assessment Tool
- an assessor resource that builds a framework for writing an assessment tool
- Assessment Template
- generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
- Assessment Matrix
- a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
- Wiki Markup
- mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
- Evidence Guide
- create an evidence guide for workplace assessment and RPL applicants
- Competency Mapping Template
- Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
- Observation Checklist
- create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)
- Self Assessment Survey
- A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
- Moodle Outcomes
- Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
- Registered Training Organisations
- Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver AHCAGB602A, 'Manage estate planning'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Manage estate planning' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
1. Identify estate planning requirements | 1.1. Contingency and succession arrangements are identified and assessed against enterprise and individual requirements. 1.2. Income continuation options are identified and evaluated to find best fit for enterprise requirements. 1.3. Personal and business goals are identified and distinguished. 1.4. Needs of those affected by succession arrangements are considered and taken account of in estate planning. |
2. Clarify estate planning arrangements | 2.1. Plans for retirement and inheritance are made clear to all relevant parties. 2.2. Apparent inequities in estate distribution are discussed, clarified and mediated. 2.3. Legal implications of succession planning are accounted for in determining succession arrangements and estate distribution. 2.4. External advice is sought as required to clarify obligations and potential effects on business performance. |
3. Implement estate planning | 3.1. Strategies for estate distribution and succession are determined and implemented. 3.2. Estate structures and transfer arrangements are monitored and reviewed against tax and legislative requirements. 3.3. Estate planning and succession is monitored against enterprise performance. 3.4. Relevant documentation is completed to meet legal and procedural obligations, and to avoid legal complications. |