Calculate and analyse production and financial performance


This unit of competency describes the outcomes required to compare, analyse and calibrate equipment relevant to production and financial performance, in the pulp and paper industry.

The unit applies to senior those persons who calculate and analyse production and financial performance in the pulp and paper industry.

No licensing, legislative, regulatory, or certification requirements apply to this unit at the time of publication.

Elements and Performance Criteria



Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1. Calculate and compare actual and budget performance

1.1. Identify production and budget performance, related to own work role and reflected in documentation and procedures, work health and safety (WHS) procedures, environmental procedures, productivity and efficiency measures,standard operating procedures (SOP), and housekeeping requirements.

1.2. Calculate and compare costs with standards or budgets to identify variance from planned performance.

2. Prepare and analyse data

2.1. Consolidate data with standard reporting format to report performance and activity.

2.2. Analyse financial results to identify costs which require particular attention in improving financial performance.

2.3. Interpret time series data from tables and graphs to identify performance trends.

3. Calculate calibration adjustments

3.1. Interpret mathematical concepts associated with equipment calibration and use to determine adjustment to equipment settings.

3.2. Verify calibration calculation by checking the accuracy of the adjustment in the actual work performance.

3.3. Take appropriate action including process adjustments, reporting to authorized person or rectifying the problem within level of responsibility.

Evidence of Performance

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria and foundation skills of this unit, and must be able to provide evidence that they can:

calculate and analyse production and financial performance, at least twice in line with required enterprise intervals, in the pulp and paper industry by:

identifying standard operating procedures (SOP) in relation to financial performance

identifying productivity and efficiency measures in relation to production performance, including delay, waste, speed, tonnage, through put, asset utilization, machine efficiency

analysing and comparing planned and actual budget performance in relation to production

recording data in statistical process charts or production tally sheets

preparing and analysing consolidated data to report on performance and performance trends

calibrating equipment by measuring weight, volume, temperature or length

calculating and applying calibrated adjustments to equipment according to SOP

checking work performance in relations to adjustments made and recording outcomes, according to SOP.

Evidence of Knowledge

A person competent in this unit must be able to demonstrate knowledge of:

procedures relevant to calculating and analysing production and financial performance including work health and safety (WHS) regulations, environmental procedures, SOP, isolation procedures, risks and hazard identification and housekeeping requirements

basic problem-solving techniques consistent with level of responsibility

purpose of yield, wastage, productivity

variation of planned with actual outcomes

purpose of comparing cost with budget

purpose of the data the company uses to record performance

key features of time series data presented in tables and graphs

trends illustrated in tables and graphs

purpose of calibrating of equipment.

Assessment Conditions

The following resources must be made available:

access to the full range of equipment involved calculating and analysing production and financial performance, in a pulp or paper manufacturing facility

sample workplace documentation, procedures and reports including (SOP), quality procedures, environmental sustainability requirements/practices, plant manufacturing operating manuals and enterprise policies and procedures.

relevant personnel for the purposes of communicating information.

Competency is to be assessed in the workplace or in a productive environment that accurately reflects performance in a workplace.

Assessor requirements

Assessors must:

hold the appropriate assessor competency standards as outlined in regulations; and

be able to demonstrate vocational competencies at least to the level being assessed; and

be able to demonstrate how they are continuing to develop their VET knowledge and skills as well as maintaining their industry currency and assessor competence.

Foundation Skills

This section describes those core and employment skills that are essential to performance and are not explicit in the performance criteria.

Numeracy skills to:

use mathematical processes including addition, subtraction, multiplication, division, percentages, ratios and proportions and volumes

calculate with whole numbers, fractions, decimals and percentages to compare costs

estimate and calculate production tallies, product characteristics or time to complete production.

Oral communication skills to:

ask questions or report a problem or defect to a supervisor.

Reading skills to:

read and interpret required documentation, procedures, graphic representations of data and reports

Writing skills to:

complete workplace records accurately and legibly, using correct technical vocabulary.

Technology skills to:

access, navigate and enter computer-based information to report on production and financial performance.

Range Statement

Not Applicable


Pulp and Paper Manufacturing