Manage business customers

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 SIRXCCS509, 'Manage business customers'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Manage business customers' 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



Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

1. Negotiate deals.

1.1.Establish special deals, according to business policy and procedures.

1.2.Negotiate and complete deals, according to business policy and procedures.

1.3.Determine supporting promotional and merchandising activities.

1.4.Negotiate optimal sales and distribution arrangements with customer prior to completion of deals according to standard organisational policies and procedures.

1.5.Approve special deals falling outside company policy and procedures according to business guidelines.

1.6.Negotiate and confirm supply arrangements for goods of services under special deals prior to completion of deals in line with standard organisational policies and procedures.

1.7.Ensure deals conform to business performance and marketing objectives.

1.8.Ensure deals are legally valid and binding.

2. Manage trading terms.

2.1.Negotiate and confirm trading terms for product and services in line with standard organisational policies and procedures.

2.2.Establish procedures and policies to approve new or amended trading terms.

2.3.Communicate trading terms to internal and external personnel according to legislative and business procedures.

2.4.Confirm procedures and policies for processing breaches of trading terms and communicate to relevant staff.

2.5.Establish processes for reviewing trading terms.

2.6.Establish policy and procedures for managing trading terms to achieve business and customer service objectives.

3. Manage business contracts.

3.1.Negotiate and confirm contractual obligations and terms with business customers in line with standard organisational policies and procedures.

3.2.Seek expert advice regarding the framing of contracts as required and in line with standard organisational policies and procedures.

3.3.Apply established terms and conditions of contractual arrangements with business account customers.

3.4.Complete requirements for amendment or variation to existing contract with a business according to business procedures and legal requirements.

3.5.Monitor performance of contract against agreed business objectives and standards.

3.6.Investigate and resolve contract variations according to contractual and business outcomes.

3.7.Resolve disputes over contracts to obtain business and customer outcomes.

3.8.Regularly complete contract reviews with customers, stakeholders and contract holders.

3.9.Conclude business contracts according to organisational and legal requirements.