Establish and evaluate operational performance management systems

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 RIIBEF602D, 'Establish and evaluate operational performance management systems'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Establish and evaluate operational performance management systems' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria

1. Identify and research organisation's needs

1.1 Access, interpret and apply performance management documentation and ensure the work activity is compliant

1.2 Analyse organisation’s goals, objectives and strategies to determine the type of research required

1.3 Investigate and analyse operating environments to develop options, strategies and anticipated outcomes

1.4 Prepare research brief stating the objectives and outcomes, and the requirements for presentation of information

1.5 Develop and implement strategies that translate the objectives into the planning process

1.6 Evaluate existing system and equipment suitability

1.7 Research, evaluate, select and purchase new equipment

1.8 Analyse and interpret research information to establish options and opportunities

2. Prepare business plans/budgets

2.1 Involve internal and external stakeholders in the planning process, using their contribution effectively and gaining support for the outcomes

2.2 Prepare and present written and numerical business plans/budgets including contingency plans

2.3 Prepare written plans that contain a clear statement of priorities and schedules

2.4 Provide contingency plans in the event that all resources are not secured or the situation changes

2.5 Identify all resources required for plans and strategies and how they will be acquired and utilised

2.6 Develop written implementation plans and schedules incorporating support from all stakeholders

3. Design and implement performance indicators

3.1 Set and agree to performance targets

3.2 Establish and monitor performance targets systems

3.3 Establish and gain agreement on reporting mechanisms

3.4 Ensure that performance evaluation criteria will enable recommendations.

4. Monitor and review performance

4.1 Interpret and analyse all performance information to compare budget/forecast/past performance and actual/current performance

4.2 Prepare and gain agreement on operating budgets with relevant stakeholders

4.3 Establish systems to monitor performance measures using appropriate technology

4.4 Identify variations in performance and take action to rectify out-of-specification results

4.5 Make recommendations regarding future planning within the organisation's continuous improvement processes

4.6 Produce and analyse management reports

4.7 Present operational performance information in accurate, clear and concise manner, appropriate to audience

5. Explain the cause of success or failure in performance

5.1 Base explanations of the cause of performance success or failure on sufficient, reliable evidence

5.2 Explain performance outcomes in an accurate, clear and concise manner appropriate to the audience

5.3 Evaluate, consider and present alternate explanations for performance

5.4 Incorporate lessons drawn from success or failure in future operational planning and continuous improvement activities