Obtain and manage consultancy services

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 BSBATSIW416, 'Obtain and manage consultancy services'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Obtain and manage consultancy services' 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



Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish need for external advice

1.1 Identify required expertise not available within the organisation

1.2 Identify potential funding sources to purchase outside expertise

2 Prepare terms of reference

2.1 Form a management group to oversee the project

2.2 Prepare terms of reference (consultancy brief) for consultant services

2.3 Identify and include opportunities for paid community involvement where appropriate

3 Select consultant

3.1 Advertise terms of reference for consultancy

3.2 Establish a process for short-listing, including appointment of selection panel

3.3 Select most suitable applicant according to the organisation’s requirements, policies and procedures

3.4 Ensure successful and unsuccessful applicants are advised of outcome and provided with feedback

3.5 Ensure appropriate procedures are in place to document selection process and outcome

4 Develop contract

4.1 Obtain legal advice on contract requirements

4.2 Ensure a draft contract is prepared in accordance with legal advice outlining what is required of the consultant

5 Brief consultant

5.1 Clarify the board’s requirements with consultant

5.2 Negotiate final details of project with consultant, including expectations of performance and outcomes

5.3 Ensure contract is finalised and signed

5.4 Familiarise consultant with the organisation and its personnel

6 Monitor consultant’s performance

6.1 Check reports are received from consultant according to contractual requirements

6.2 Evaluate reports against agreed outcomes and follow up issues where required

6.3 Participate in performance reviews against contract requirements

6.4 Ensure progress payments are made against milestones and key performance indicators

6.5 Ensure final payment is made when contract requirements have been met