Grow the practice

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 FNSPRM603, 'Grow the practice'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Grow the practice' 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. Develop marketing plan for practice

1.1 Develop or review practice vision statement objectives

1.2 Identify or refine target markets based on research and experience

1.3 Obtain market research data and develop competitor analysis

1.4 Develop or review practice market position based on research findings and analysis

2. Develop practice promotion plans

2.1 Develop practice brand and benefits of practice, and identify practice products and services

2.2 Select or develop appropriate promotion tools, as required

3. Develop practice growth plans

3.1 Develop plans to add new clients and increase yield per existing client

3.2 Rank proposed plans according to agreed criteria and develop agreed action plan to implement top ranked plans

3.3 Review practice work activities to ensure they support growth plans

4. Implement and monitor plan

4.1 Develop implementation plan in consultation with all relevant stakeholders

4.2 Agree on indicators of success of plan and monitor implementation against agreed indicators

4.3 Adjust implementation as required to meet objectives


Qualifications and Skillsets

FNSPRM603 appears in the following qualifications:

  • FNS60310 - Advanced Diploma of Conveyancing
  • FNS60410 - Advanced Diploma of Financial Planning
  • FNS50310 - Diploma of Finance and Mortgage Broking Management
  • FNS60311 - Advanced Diploma of Conveyancing
  • FNS50311 - Diploma of Finance and Mortgage Broking Management
  • BSB61115 - Advanced Diploma of Conveyancing
  • FNS50315 - Diploma of Finance and Mortgage Broking Management
  • FNS60115 - Advanced Diploma of Insurance Broking
  • FNS60415 - Advanced Diploma of Financial Planning