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 FNSSAM501A, 'Apply advanced selling techniques to selling of financial products and services'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Apply advanced selling techniques to selling of financial products and 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
ELEMENT | PERFORMANCE CRITERIA |
1. Identify products or services that would benefit from a focused sales approach | 1.1. Appropriate products and services are identified on the basis of customer needs, particularly where the needs are not adequately met by current approaches 1.2. Ideas for a special approach to selling these products and services and satisfying customer needs are generated and discussed with colleagues and selected customers 1.3. Checks are carried out to identify if sales enquiries are within staff personal authorities and, where not, referred to appropriate personnel |
2. Develop approach to selling the product or service | 2.1. Possible product or service selling approaches are selected discussed with others, developed and revised with the most useful approach selected for a trial 2.2. Checks are undertaken to see that the selling approach complies with organisation policy and procedures and relevant legislation 2.3. Selling script is developed and salespeople trained in the approach for the intended market segment |
3. Pilot the approach | 3.1. Selling approach is trialled and reviewed based on results of the pilot 3.2. The approach is documented and presented to appropriate personnel for approval |
4. Evaluate approach | 4.1. Criteria for evaluation of the selling approach are developed 4.2. Sales and other relevant data are collected and plan is evaluated on the basis of data 4.3. Results are documented and used to determine future sales strategies |