Establish, manage and monitor key relationships

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 FNSCUS601, 'Establish, manage and monitor key relationships'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Establish, manage and monitor key relationships' 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

Elements describe the essential outcomes.

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

1. Establish criteria for identifying key relationships

1.1 Establish criteria for identifying client as key relationship to organisation

1.2 Communicate criteria for key relationships to staff and agents for organisation as required

1.3 Conduct regular reviews of organisation’s criteria for key relationships to take into account changing market conditions and client profiles

2. Identify key relationships

2.1 Review existing clients using criteria for key relationships to develop database of key relationship clients

2.2 Allocate each key relationship to identified senior representatives

2.3 Inform all staff of key relationships and responsible representative for each key relationship

3. Establish service structures for key relationships

3.1 Provide appropriate training to representatives who deal with key relationships

3.2 Establish administrative and research arrangements to support key relationships

3.3 Establish service guidelines for key relationships, including terms of trade and fees, and communicate to representatives

3.4 Prepare organisational capability briefs for key relationships, including clear statements on standards of service, quality assurance procedures, reporting arrangements and compliance with legislative and regulatory requirements

4. Establish monitoring procedures for key relationship services

4.1 Establish procedures for representatives to report on key relationship service delivery

4.2 Establish reporting arrangements that protect client confidentiality and comply with industry codes of practice, and legislative and regulatory requirements

4.3 Conduct client satisfaction surveys with key relationships and communicate results to staff

4.4 Resolve complaints efficiently and analyse process for potential service improvements

4.5 Conduct regular reviews of key relationship service delivery against organisational standards and key performance indicators (KPIs)


Qualifications and Skillsets

FNSCUS601 appears in the following qualifications:

  • FNS60510 - Advanced Diploma of Superannuation
  • FNS60513 - Advanced Diploma of Superannuation
  • FNS60115 - Advanced Diploma of Insurance Broking
  • FNS60515 - Advanced Diploma of Superannuation