Identify and meet customer requirements

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 TLII4022A, 'Identify and meet customer requirements'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Identify and meet customer requirements' 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 customers and determine their needs

1.1 Customers and their needs are identified in accordance with business goals and shared objectives

1.2 Appropriate questioning and active listening are used to fully determine customer needs

1.3 Customer needs are assessed for urgency to identify priorities for service delivery

1.4 Customers are provided with information about available options for meeting their needs and assisted in identifying preferred options

1.5 Personal limitations in addressing customer needs are identified and assistance is sought from designated persons where required

2 Deliver service to customers

2.1 Communication is undertaken with customers in a clear, concise and courteous manner

2.2 Appropriate customer service is provided to meet identified needs in accordance with organisational requirements and shared objectives

2.3 Where applicable, information and follow-up regarding problems and delays are provided within appropriate timeframes

2.4 Whenever possible, opportunities to enhance the quality of service are identified and acted upon

3 Communicate to other members of the organisation

3.1 Outcomes of customer service interactions are communicated to appropriate persons in the organisation

3.2 Feedback mechanisms are used to ensure continuous improvement of customer service outcomes