BSB Business Services Training Package

Release: 8.0

Contents

BSB Business Services Training Package	27

BSB10120 Certificate I in Workplace Skills	28

BSB20120 Certificate II in Workplace Skills	30

BSB30120 Certificate III in Business	33

BSB30220 Certificate III in Entrepreneurship and New Business	38

BSB30320 Certificate III in Legal Services	41

BSB30420 Certificate III in Library and Information Services	43

BSB30719 Certificate III in Work Health and Safety	46

BSB40120 Certificate IV in Business	49

BSB40320 Certificate IV in Entrepreneurship and New Business	55

BSB40420 Certificate IV in Human Resource Management	59

BSB40520 Certificate IV in Leadership and Management	62

BSB40620 Certificate IV in Legal Services	66

BSB40720 Certificate IV in Library and Information Services	69

BSB40820 Certificate IV in Marketing and Communication	72

BSB40920 Certificate IV in Project Management Practice	75

BSB41021 Certificate IV in Aboriginal and Torres Strait Islander Governance	78

BSB41419 Certificate IV in Work Health and Safety	81

BSB50120 Diploma of Business	84

BSB50320 Diploma of Human Resource Management	90

BSB50420 Diploma of Leadership and Management	93

BSB50520 Diploma of Library and Information Services	96

BSB50620 Diploma of Marketing and Communication	99

BSB50720 Diploma of Paralegal Services	102

BSB50820 Diploma of Project Management	105

BSB50920 Diploma of Quality Auditing	108

BSB51319 Diploma of Work Health and Safety	111

BSB60120 Advanced Diploma of Business	114

BSB60220 Advanced Diploma of Conveyancing	117

BSB60320 Advanced Diploma of Human Resource Management	120

BSB60420 Advanced Diploma of Leadership and Management	122

BSB60520 Advanced Diploma of Marketing and Communication	125

BSB60619 Advanced Diploma of Work Health and Safety	128

BSB60720 Advanced Diploma of Program Management	131

BSB80120 Graduate Diploma of Management (Learning)	134

BSB80220 Graduate Diploma of Portfolio Management	136

BSB80320 Graduate Diploma of Strategic Leadership	138

BSBSS00130 Workplace Cyber Security Foundations Skill Set	140

BSBSS00131 Workplace Cyber Security Threat and Risk Prevention Skill Set	142

BSBSS00132 Organisational Disruption Management Skill Set	144

BSBSS00133 Organisational Disruption Support Skill Set	146

BSBSS00134 Aboriginal and Torres Strait Islander Governance Foundations Skill Set	148

BSBATSIM421 Support a positive and culturally appropriate workplace culture	150

Assessment Requirements for BSBATSIM421 Support a positive and culturally appropriate workplace culture	154

BSBAUD411 Participate in quality audits	156

Assessment Requirements for BSBAUD411 Participate in quality audits	159

BSBAUD412 Work within compliance frameworks	161

Assessment Requirements for BSBAUD412 Work within compliance frameworks	164

BSBAUD511 Initiate quality audits	166

Assessment Requirements for BSBAUD511 Initiate quality audits	169

BSBAUD512 Lead quality audits	171

Assessment Requirements for BSBAUD512 Lead quality audits	174

BSBAUD513 Report on quality audits	176

Assessment Requirements for BSBAUD513 Report on quality audits	179

BSBAUD514 Interpret compliance requirements	181

Assessment Requirements for BSBAUD514 Interpret compliance requirements	184

BSBAUD515 Evaluate and review compliance	186

Assessment Requirements for BSBAUD515 Evaluate and review compliance	189

BSBAUD516 Develop and monitor processes for the management of breaches in compliance requirements	191

Assessment Requirements for BSBAUD516 Develop and monitor processes for the management of breaches in compliance requirements	194

BSBAUD601 Establish and manage compliance management systems	196

Assessment Requirements for BSBAUD601 Establish and manage compliance management systems	199

BSBCMM211 Apply communication skills	201

Assessment Requirements for BSBCMM211 Apply communication skills	204

BSBCMM411 Make presentations	206

Assessment Requirements for BSBCMM411 Make presentations	209

BSBCMM412 Lead difficult conversations	211

Assessment Requirements for BSBCMM412 Lead difficult conversations	214

BSBCMM511 Communicate with influence	216

Assessment Requirements for BSBCMM511 Communicate with influence	219

BSBCNV511 Take instructions in relation to a conveyancing transaction	221

Assessment Requirements for BSBCNV511 Take instructions in relation to a conveyancing transaction	224

BSBCNV512 Finalise the conveyancing transaction	226

Assessment Requirements for BSBCNV512 Finalise the conveyancing transaction	229

BSBCNV611 Interpret a legal document and provide advice in a conveyancing transaction	231

Assessment Requirements for BSBCNV611 Interpret a legal document and provide advice in a conveyancing transaction	235

BSBCNV612 Identify and apply legal requirements for a conveyancing transaction	237

Assessment Requirements for BSBCNV612 Identify and apply legal requirements for a conveyancing transaction	240

BSBCNV613 Prepare legal documents for a conveyancing transaction	242

Assessment Requirements for BSBCNV613 Prepare legal documents for a conveyancing transaction	245

BSBCNV614 Apply principles of trust accounting	247

Assessment Requirements for BSBCNV614 Apply principles of trust accounting	251

BSBCNV615 Interpret search results for a conveyancing transaction	253

Assessment Requirements for BSBCNV615 Interpret search results for a conveyancing transaction	256

BSBCNV616 Comply with tax obligations in a conveyancing transaction	258

Assessment Requirements for BSBCNV616 Comply with tax obligations in a conveyancing transaction	261

BSBCRT201 Develop and apply thinking and problem solving skills	263

Assessment Requirements for BSBCRT201 Develop and apply thinking and problem solving skills	265

BSBCRT311 Apply critical thinking skills in a team environment	267

Assessment Requirements for BSBCRT311 Apply critical thinking skills in a team environment	270

BSBCRT411 Apply critical thinking to work practices	272

Assessment Requirements for BSBCRT411 Apply critical thinking to work practices	275

BSBCRT412 Articulate, present and debate ideas	277

Assessment Requirements for BSBCRT412 Articulate, present and debate ideas	280

BSBCRT413 Collaborate in creative processes	282

Assessment Requirements for BSBCRT413 Collaborate in creative processes	285

BSBCRT511 Develop critical thinking in others	287

Assessment Requirements for BSBCRT511 Develop critical thinking in others	290

BSBCRT512 Originate and develop concepts	292

Assessment Requirements for BSBCRT512 Originate and develop concepts	295

BSBCRT611 Apply critical thinking for complex problem solving	297

Assessment Requirements for BSBCRT611 Apply critical thinking for complex problem solving	300

BSBDAT201 Collect and record data	302

Assessment Requirements for BSBDAT201 Collect and record data	304

BSBDAT501 Analyse data	306

Assessment Requirements for BSBDAT501 Analyse data	309

BSBESB301 Investigate business opportunities	311

Assessment Requirements for BSBESB301 Investigate business opportunities	314

BSBESB302 Develop and present business proposals	316

Assessment Requirements for BSBESB302 Develop and present business proposals	319

BSBESB303 Organise finances for new business ventures	321

Assessment Requirements for BSBESB303 Organise finances for new business ventures	323

BSBESB304 Determine resource requirements for new business ventures	325

Assessment Requirements for BSBESB304 Determine resource requirements for new business ventures	328

BSBESB305 Address compliance requirements for new business ventures	330

Assessment Requirements for BSBESB305 Address compliance requirements for new business ventures	333

BSBESB401 Research and develop business plans	335

Assessment Requirements for BSBESB401 Research and develop business plans	338

BSBESB402 Establish legal and risk management requirements of new business ventures	340

Assessment Requirements for BSBESB402 Establish legal and risk management requirements of new business ventures	343

BSBESB403 Plan finances for new business ventures	345

Assessment Requirements for BSBESB403 Plan finances for new business ventures	348

BSBESB404 Market new business ventures	350

Assessment Requirements for BSBESB404 Market new business ventures	353

BSBESB405 Manage compliance for small businesses	355

Assessment Requirements for BSBESB405 Manage compliance for small businesses	358

BSBESB406 Establish operational strategies and procedures for new business ventures	360

Assessment Requirements for BSBESB406 Establish operational strategies and procedures for new business ventures	363

BSBESB407 Manage finances for new business ventures	365

Assessment Requirements for BSBESB407 Manage finances for new business ventures	368

BSBFIN301 Process financial transactions	370

Assessment Requirements for BSBFIN301 Process financial transactions	373

BSBFIN302 Maintain financial records	375

Assessment Requirements for BSBFIN302 Maintain financial records	378

BSBFIN401 Report on financial activity	380

Assessment Requirements for BSBFIN401 Report on financial activity	383

BSBFIN501 Manage budgets and financial plans	385

Assessment Requirements for BSBFIN501 Manage budgets and financial plans	388

BSBFIN502 Manage financial compliance	390

Assessment Requirements for BSBFIN502 Manage financial compliance	393

BSBFIN601 Manage organisational finances	395

Assessment Requirements for BSBFIN601 Manage organisational finances	398

BSBFIN801 Lead financial strategy development	400

Assessment Requirements for BSBFIN801 Lead financial strategy development	403

BSBFNG401 Plan and chair Aboriginal and Torres Strait Islander organisation board meetings	405

Assessment Requirements for BSBFNG401 Plan and chair Aboriginal and Torres Strait Islander organisation board meetings	408

BSBFNG402 Interact with Aboriginal and Torres Strait Islander organisation members and the community	410

Assessment Requirements for BSBFNG402 Interact with Aboriginal and Torres Strait Islander organisation members and the community	413

BSBFNG403 Participate as a board member of an Aboriginal and Torres Strait Islander organisation	415

Assessment Requirements for BSBFNG403 Participate as a board member of an Aboriginal and Torres Strait Islander organisation	419

BSBFNG404 Maintain and protect cultural values in an Aboriginal and Torres Strait Islander organisation	422

Assessment Requirements for BSBFNG404 Maintain and protect cultural values in an Aboriginal and Torres Strait Islander organisation	425

BSBFNG405 Review and apply the constitution in an Aboriginal and Torres Strait Islander organisation	427

Assessment Requirements for BSBFNG405 Review and apply the constitution in an Aboriginal and Torres Strait Islander organisation	430

BSBFNG406 Assist in developing and implementing Aboriginal and Torres Strait Islander organisational policies	432

Assessment Requirements for BSBFNG406 Assist in developing and implementing Aboriginal and Torres Strait Islander organisational policies	436

BSBFNG407 Oversee asset management in an Aboriginal and Torres Strait Islander organisation	438

Assessment Requirements for BSBFNG407 Oversee asset management in an Aboriginal and Torres Strait Islander organisation	442

BSBFNG408 Represent an Aboriginal and Torres Strait Islander organisation	444

Assessment Requirements for BSBFNG408 Represent an Aboriginal and Torres Strait Islander organisation	447

BSBFNG409 Comply with Aboriginal and Torres Strait Islander organisation director obligations	449

Assessment Requirements for BSBFNG409 Comply with Aboriginal and Torres Strait Islander organisation director obligations	451

BSBHRM411 Administer performance development processes	453

Assessment Requirements for BSBHRM411 Administer performance development processes	456

BSBHRM412 Support employee and industrial relations	458

Assessment Requirements for BSBHRM412 Support employee and industrial relations	461

BSBHRM413 Support the learning and development of teams and individuals	463

Assessment Requirements for BSBHRM413 Support the learning and development of teams and individuals	466

BSBHRM414 Use human resources information systems	468

Assessment Requirements for BSBHRM414 Use human resources information systems	471

BSBHRM415 Coordinate recruitment and onboarding	473

Assessment Requirements for BSBHRM415 Coordinate recruitment and onboarding	476

BSBHRM416 Process payroll	478

Assessment Requirements for BSBHRM416 Process payroll	481

BSBHRM417 Support human resources functions and processes	483

Assessment Requirements for BSBHRM417 Support human resources functions and processes	486

BSBHRM521 Facilitate performance development processes	488

Assessment Requirements for BSBHRM521 Facilitate performance development processes	491

BSBHRM522 Manage employee and industrial relations	493

Assessment Requirements for BSBHRM522 Manage employee and industrial relations	496

BSBHRM523 Coordinate the learning and development of teams and individuals	498

Assessment Requirements for BSBHRM523 Coordinate the learning and development of teams and individuals	501

BSBHRM524 Coordinate workforce plan implementation	503

Assessment Requirements for BSBHRM524 Coordinate workforce plan implementation	506

BSBHRM525 Manage recruitment and onboarding	508

Assessment Requirements for BSBHRM525 Manage recruitment and onboarding	511

BSBHRM526 Manage payroll	513

Assessment Requirements for BSBHRM526 Manage payroll	516

BSBHRM527 Coordinate human resource functions and processes	518

Assessment Requirements for BSBHRM527 Coordinate human resource functions and processes	521

BSBHRM528 Coordinate remuneration and employee benefits	523

Assessment Requirements for BSBHRM528 Coordinate remuneration and employee benefits	526

BSBHRM529 Coordinate separation and termination processes	528

Assessment Requirements for BSBHRM529 Coordinate separation and termination processes	531

BSBHRM530 Coordinate rehabilitation and return to work programs	533

Assessment Requirements for BSBHRM530 Coordinate rehabilitation and return to work programs	536

BSBHRM531 Coordinate health and wellness programs	538

Assessment Requirements for BSBHRM531 Coordinate health and wellness programs	541

BSBHRM611 Contribute to organisational performance development	543

Assessment Requirements for BSBHRM611 Contribute to organisational performance development	546

BSBHRM612 Contribute to the development of employee and industrial relations strategies	548

Assessment Requirements for BSBHRM612 Contribute to the development of employee and industrial relations strategies	552

BSBHRM613 Contribute to the development of learning and development strategies	554

Assessment Requirements for BSBHRM613 Contribute to the development of learning and development strategies	557

BSBHRM614 Contribute to strategic workforce planning	559

Assessment Requirements for BSBHRM614 Contribute to strategic workforce planning	562

BSBHRM615 Contribute to the development of diversity and inclusion strategies	564

Assessment Requirements for BSBHRM615 Contribute to the development of diversity and inclusion strategies	567

BSBINS201 Process and maintain workplace information	569

Assessment Requirements for BSBINS201 Process and maintain workplace information	571

BSBINS202 Handle receipt and dispatch of information	573

Assessment Requirements for BSBINS202 Handle receipt and dispatch of information	576

BSBINS203 Assist with circulation services	578

Assessment Requirements for BSBINS203 Assist with circulation services	580

BSBINS301 Develop and use information literacy skills	582

Assessment Requirements for BSBINS301 Develop and use information literacy skills	585

BSBINS302 Organise workplace information	587

Assessment Requirements for BSBINS302 Organise workplace information	590

BSBINS303 Use knowledge management systems	592

Assessment Requirements for BSBINS303 Use knowledge management systems	595

BSBINS304 Process and maintain information resources	597

Assessment Requirements for BSBINS304 Process and maintain information resources	600

BSBINS305 Participate in cataloguing activities	602

Assessment Requirements for BSBINS305 Participate in cataloguing activities	605

BSBINS306 Provide multimedia support	607

Assessment Requirements for BSBINS306 Provide multimedia support	610

BSBINS307 Retrieve information from records	612

Assessment Requirements for BSBINS307 Retrieve information from records	615

BSBINS308 Control records	617

Assessment Requirements for BSBINS308 Control records	620

BSBINS309 Maintain business records	622

Assessment Requirements for BSBINS309 Maintain business records	624

BSBINS401 Analyse and present research information	626

Assessment Requirements for BSBINS401 Analyse and present research information	629

BSBINS402 Coordinate workplace information systems	631

Assessment Requirements for BSBINS402 Coordinate workplace information systems	634

BSBINS403 Obtain information from external and networked sources	636

Assessment Requirements for BSBINS403 Obtain information from external and networked sources	639

BSBINS404 Search library and information databases	641

Assessment Requirements for BSBINS404 Search library and information databases	643

BSBINS405 Use integrated library management systems	645

Assessment Requirements for BSBINS405 Use integrated library management systems	648

BSBINS406 Assist customers to access information	650

Assessment Requirements for BSBINS406 Assist customers to access information	653

BSBINS407 Consolidate and maintain library industry knowledge	655

Assessment Requirements for BSBINS407 Consolidate and maintain library industry knowledge	657

BSBINS408 Provide information from and about records	659

Assessment Requirements for BSBINS408 Provide information from and about records	662

BSBINS409 Maintain and monitor digital information and records	664

Assessment Requirements for BSBINS409 Maintain and monitor digital information and records	667

BSBINS410 Implement records systems for small business	669

Assessment Requirements for BSBINS410 Implement records systems for small business	672

BSBINS501 Implement information and knowledge management systems	674

Assessment Requirements for BSBINS501 Implement information and knowledge management systems	677

BSBINS502 Coordinate data management	679

Assessment Requirements for BSBINS502 Coordinate data management	682

BSBINS503 Monitor compliance with copyright and licence requirements	684

Assessment Requirements for BSBINS503 Monitor compliance with copyright and licence requirements	687

BSBINS504 Maintain digital repositories	689

Assessment Requirements for BSBINS504 Maintain digital repositories	692

BSBINS505 Provide subject access and classify material	694

Assessment Requirements for BSBINS505 Provide subject access and classify material	697

BSBINS506 Implement lending and borrowing processes for collections	699

Assessment Requirements for BSBINS506 Implement lending and borrowing processes for collections	702

BSBINS507 Use advanced functions of integrated library management systems	704

Assessment Requirements for BSBINS507 Use advanced functions of integrated library management systems	707

BSBINS508 Research and analyse information to meet library customer needs	709

Assessment Requirements for BSBINS508 Research and analyse information to meet library customer needs	712

BSBINS509 Promote literature and reading	714

Assessment Requirements for BSBINS509 Promote literature and reading	717

BSBINS510 Develop community and stakeholder relationships in a library environment	719

Assessment Requirements for BSBINS510 Develop community and stakeholder relationships in a library environment	722

BSBINS511 Develop and promote library activities, events and public programs	724

Assessment Requirements for BSBINS511 Develop and promote library activities, events and public programs	727

BSBINS512 Monitor business records systems	729

Assessment Requirements for BSBINS512 Monitor business records systems	732

BSBINS513 Contribute to records management framework	734

Assessment Requirements for BSBINS513 Contribute to records management framework	737

BSBINS514 Contribute to records retention and disposal schedule	739

Assessment Requirements for BSBINS514 Contribute to records retention and disposal schedule	742

BSBINS515 Participate in archiving activities	744

Assessment Requirements for BSBINS515 Participate in archiving activities	747

BSBINS516 Undertake cataloguing activities	749

Assessment Requirements for BSBINS516 Undertake cataloguing activities	752

BSBINS601 Manage knowledge and information	754

Assessment Requirements for BSBINS601 Manage knowledge and information	758

BSBINS602 Extend own information literacy skills to locate information	760

Assessment Requirements for BSBINS602 Extend own information literacy skills to locate information	763

BSBINS603 Initiate and lead applied research	765

Assessment Requirements for BSBINS603 Initiate and lead applied research	768

BSBINS604 Contribute to collection management	770

Assessment Requirements for BSBINS604 Contribute to collection management	773

BSBLDR301 Support effective workplace relationships	775

Assessment Requirements for BSBLDR301 Support effective workplace relationships	778

BSBLDR411 Demonstrate leadership in the workplace	780

Assessment Requirements for BSBLDR411 Demonstrate leadership in the workplace	783

BSBLDR412 Communicate effectively as a workplace leader	785

Assessment Requirements for BSBLDR412 Communicate effectively as a workplace leader	788

BSBLDR413 Lead effective workplace relationships	790

Assessment Requirements for BSBLDR413 Lead effective workplace relationships	793

BSBLDR414 Lead team effectiveness	795

Assessment Requirements for BSBLDR414 Lead team effectiveness	798

BSBLDR521 Lead the development of diverse workforces	800

Assessment Requirements for BSBLDR521 Lead the development of diverse workforces	803

BSBLDR522 Manage people performance	805

Assessment Requirements for BSBLDR522 Manage people performance	808

BSBLDR523 Lead and manage effective workplace relationships	810

Assessment Requirements for BSBLDR523 Lead and manage effective workplace relationships	813

BSBLDR601 Lead and manage organisational change	815

Assessment Requirements for BSBLDR601 Lead and manage organisational change	818

BSBLDR602 Provide leadership across the organisation	820

Assessment Requirements for BSBLDR602 Provide leadership across the organisation	823

BSBLDR811 Lead strategic transformation	825

Assessment Requirements for BSBLDR811 Lead strategic transformation	828

BSBLDR812 Develop and cultivate collaborative partnerships and relationships	830

Assessment Requirements for BSBLDR812 Develop and cultivate collaborative partnerships and relationships	833

BSBLDR813 Lead and influence ethical practice	835

Assessment Requirements for BSBLDR813 Lead and influence ethical practice	838

BSBLEG311 Work in a legal services environment	840

Assessment Requirements for BSBLEG311 Work in a legal services environment	842

BSBLEG312 Carry out search of the public record	844

Assessment Requirements for BSBLEG312 Carry out search of the public record	846

BSBLEG313 Lodge documents in a legal services environment	848

Assessment Requirements for BSBLEG313 Lodge documents in a legal services environment	851

BSBLEG314 Protect information in a legal services environment	853

Assessment Requirements for BSBLEG314 Protect information in a legal services environment	855

BSBLEG315 Assist in planning activities in a legal services environment	857

Assessment Requirements for BSBLEG315 Assist in planning activities in a legal services environment	860

BSBLEG421 Apply understanding of the Australian legal system	862

Assessment Requirements for BSBLEG421 Apply understanding of the Australian legal system	864

BSBLEG422 Maintain a file in a legal services environment	866

Assessment Requirements for BSBLEG422 Maintain a file in a legal services environment	869

BSBLEG423 Conduct simple legal research	871

Assessment Requirements for BSBLEG423 Conduct simple legal research	874

BSBLEG424 Support the drafting of complex legal documents	876

Assessment Requirements for BSBLEG424 Support the drafting of complex legal documents	879

BSBLEG425 Apply principles of legal project management	881

Assessment Requirements for BSBLEG425 Apply principles of legal project management	883

BSBLEG521 Conduct and apply legal research	885

Assessment Requirements for BSBLEG521 Conduct and apply legal research	888

BSBLEG522 Apply legal principles in contract law matters	890

Assessment Requirements for BSBLEG522 Apply legal principles in contract law matters	893

BSBLEG523 Apply legal principles in tort law matters	895

Assessment Requirements for BSBLEG523 Apply legal principles in tort law matters	897

BSBLEG524 Apply principles of evidence law in matters under litigation	899

Assessment Requirements for BSBLEG524 Apply principles of evidence law in matters under litigation	901

BSBLEG525 Apply legal principles in intellectual property law matters	903

Assessment Requirements for BSBLEG525 Apply legal principles in intellectual property law matters	906

BSBLEG526 Apply legal principles in criminal law matters	908

Assessment Requirements for BSBLEG526 Apply legal principles in criminal law matters	911

BSBLEG527 Apply legal principles in family law matters	913

Assessment Requirements for BSBLEG527 Apply legal principles in family law matters	916

BSBLEG528 Apply legal principles in property law matters	918

Assessment Requirements for BSBLEG528 Apply legal principles in property law matters	921

BSBLEG529 Apply legal principles in corporation law matters	923

Assessment Requirements for BSBLEG529 Apply legal principles in corporation law matters	926

BSBLEG530 Apply legal principles in wills and probate matters	928

Assessment Requirements for BSBLEG530 Apply legal principles in wills and probate matters	931

BSBLEG531 Apply legal principles in administrative law matters	933

Assessment Requirements for BSBLEG531 Apply legal principles in administrative law matters	936

BSBLEG532 Assist with court procedure	938

Assessment Requirements for BSBLEG532 Assist with court procedure	940

BSBLEG533 Support alternative dispute resolution processes	942

Assessment Requirements for BSBLEG533 Support alternative dispute resolution processes	945

BSBLEG534 Take instructions in a legal services environment	947

Assessment Requirements for BSBLEG534 Take instructions in a legal services environment	949

BSBMED301 Interpret and apply medical terminology appropriately	951

Assessment Requirements for BSBMED301 Interpret and apply medical terminology appropriately	954

BSBMED302 Prepare and process medical accounts	956

Assessment Requirements for BSBMED302 Prepare and process medical accounts	959

BSBMED303 Maintain patient records	961

Assessment Requirements for BSBMED303 Maintain patient records	964

BSBMED304 Assist in controlling stocks and supplies	966

Assessment Requirements for BSBMED304 Assist in controlling stocks and supplies	969

BSBMED305 Apply the principles of confidentiality, privacy and security within the medical environment	971

Assessment Requirements for BSBMED305 Apply the principles of confidentiality, privacy and security within the medical environment	974

BSBMED401 Manage patient recordkeeping system	976

Assessment Requirements for BSBMED401 Manage patient recordkeeping system	979

BSBMKG431 Assess marketing opportunities	981

Assessment Requirements for BSBMKG431 Assess marketing opportunities	984

BSBMKG432 Research international markets	986

Assessment Requirements for BSBMKG432 Research international markets	989

BSBMKG433 Undertake marketing activities	991

Assessment Requirements for BSBMKG433 Undertake marketing activities	994

BSBMKG434 Promote products and services	996

Assessment Requirements for BSBMKG434 Promote products and services	999

BSBMKG435 Analyse consumer behaviour	1001

Assessment Requirements for BSBMKG435 Analyse consumer behaviour	1004

BSBMKG436 Design and test direct marketing activities	1006

Assessment Requirements for BSBMKG436 Design and test direct marketing activities	1009

BSBMKG437 Create and optimise digital media	1011

Assessment Requirements for BSBMKG437 Create and optimise digital media	1014

BSBMKG438 Implement and monitor advertising production	1016

Assessment Requirements for BSBMKG438 Implement and monitor advertising production	1019

BSBMKG439 Develop and apply knowledge of communications industry	1021

Assessment Requirements for BSBMKG439 Develop and apply knowledge of communications industry	1024

BSBMKG440 Apply marketing communication across a convergent industry	1026

Assessment Requirements for BSBMKG440 Apply marketing communication across a convergent industry	1029

BSBMKG441 Develop public relations documents	1031

Assessment Requirements for BSBMKG441 Develop public relations documents	1034

BSBMKG442 Conduct e-marketing communications	1036

Assessment Requirements for BSBMKG442 Conduct e-marketing communications	1039

BSBMKG541 Identify and evaluate marketing opportunities	1041

Assessment Requirements for BSBMKG541 Identify and evaluate marketing opportunities	1044

BSBMKG542 Establish and monitor the marketing mix	1046

Assessment Requirements for BSBMKG542 Establish and monitor the marketing mix	1049

BSBMKG543 Plan and interpret market research	1051

Assessment Requirements for BSBMKG543 Plan and interpret market research	1054

BSBMKG544 Plan and monitor direct marketing activities	1056

Assessment Requirements for BSBMKG544 Plan and monitor direct marketing activities	1059

BSBMKG545 Conduct marketing audits	1061

Assessment Requirements for BSBMKG545 Conduct marketing audits	1064

BSBMKG546 Develop social media engagement plans	1066

Assessment Requirements for BSBMKG546 Develop social media engagement plans	1069

BSBMKG547 Develop strategies to monetise digital engagement	1071

Assessment Requirements for BSBMKG547 Develop strategies to monetise digital engagement	1074

BSBMKG548 Forecast international market and business needs	1076

Assessment Requirements for BSBMKG548 Forecast international market and business needs	1078

BSBMKG549 Profile and analyse consumer behaviour for international markets	1080

Assessment Requirements for BSBMKG549 Profile and analyse consumer behaviour for international markets	1083

BSBMKG550 Promote products and services to international markets	1085

Assessment Requirements for BSBMKG550 Promote products and services to international markets	1088

BSBMKG551 Create multiplatform advertisements for mass media	1090

Assessment Requirements for BSBMKG551 Create multiplatform advertisements for mass media	1093

BSBMKG552 Design and develop marketing communication plans	1095

Assessment Requirements for BSBMKG552 Design and develop marketing communication plans	1098

BSBMKG553 Develop public relations campaigns	1100

Assessment Requirements for BSBMKG553 Develop public relations campaigns	1103

BSBMKG554 Plan and develop public relations publications	1105

Assessment Requirements for BSBMKG554 Plan and develop public relations publications	1108

BSBMKG555 Write persuasive copy	1110

Assessment Requirements for BSBMKG555 Write persuasive copy	1113

BSBMKG621 Develop organisational marketing strategy	1115

Assessment Requirements for BSBMKG621 Develop organisational marketing strategy	1118

BSBMKG622 Manage organisational marketing processes	1120

Assessment Requirements for BSBMKG622 Manage organisational marketing processes	1123

BSBMKG623 Develop marketing plans	1125

Assessment Requirements for BSBMKG623 Develop marketing plans	1128

BSBMKG624 Manage market research	1130

Assessment Requirements for BSBMKG624 Manage market research	1133

BSBMKG625 Implement and manage international marketing programs	1135

Assessment Requirements for BSBMKG625 Implement and manage international marketing programs	1138

BSBMKG626 Develop advertising campaigns	1140

Assessment Requirements for BSBMKG626 Develop advertising campaigns	1143

BSBMKG627 Execute advertising campaigns	1145

Assessment Requirements for BSBMKG627 Execute advertising campaigns	1148

BSBMKG628 Lead organisational public relations	1150

Assessment Requirements for BSBMKG628 Lead organisational public relations	1153

BSBOPS101 Use business resources	1155

Assessment Requirements for BSBOPS101 Use business resources	1157

BSBOPS201 Work effectively in business environments	1159

Assessment Requirements for BSBOPS201 Work effectively in business environments	1162

BSBOPS202 Engage with customers	1164

Assessment Requirements for BSBOPS202 Engage with customers	1167

BSBOPS203 Deliver a service to customers	1169

Assessment Requirements for BSBOPS203 Deliver a service to customers	1172

BSBOPS301 Maintain business resources	1174

Assessment Requirements for BSBOPS301 Maintain business resources	1177

BSBOPS302 Identify business risk	1179

Assessment Requirements for BSBOPS302 Identify business risk	1181

BSBOPS303 Organise schedules	1183

Assessment Requirements for BSBOPS303 Organise schedules	1186

BSBOPS304 Deliver and monitor a service to customers	1188

Assessment Requirements for BSBOPS304 Deliver and monitor a service to customers	1191

BSBOPS305 Process customer complaints	1193

Assessment Requirements for BSBOPS305 Process customer complaints	1196

BSBOPS306 Record stakeholder interactions	1198

Assessment Requirements for BSBOPS306 Record stakeholder interactions	1200

BSBOPS401 Coordinate business resources	1202

Assessment Requirements for BSBOPS401 Coordinate business resources	1205

BSBOPS402 Coordinate business operational plans	1207

Assessment Requirements for BSBOPS402 Coordinate business operational plans	1210

BSBOPS403 Apply business risk management processes	1212

Assessment Requirements for BSBOPS403 Apply business risk management processes	1215

BSBOPS404 Implement customer service strategies	1217

Assessment Requirements for BSBOPS404 Implement customer service strategies	1220

BSBOPS405 Organise business meetings	1222

Assessment Requirements for BSBOPS405 Organise business meetings	1225

BSBOPS406 Participate in organisational governance	1227

Assessment Requirements for BSBOPS406 Participate in organisational governance	1230

BSBOPS407X Support organisational response to disruption	1232

Assessment Requirements for BSBOPS407X Support organisational response to disruption	1235

BSBOPS501 Manage business resources	1238

Assessment Requirements for BSBOPS501 Manage business resources	1241

BSBOPS502 Manage business operational plans	1243

Assessment Requirements for BSBOPS502 Manage business operational plans	1246

BSBOPS503 Develop administrative systems	1248

Assessment Requirements for BSBOPS503 Develop administrative systems	1251

BSBOPS504 Manage business risk	1253

Assessment Requirements for BSBOPS504 Manage business risk	1256

BSBOPS505 Manage organisational customer service	1258

Assessment Requirements for BSBOPS505 Manage organisational customer service	1261

BSBOPS506X Plan for organisational disruption	1263

Assessment Requirements for BSBOPS506X Plan for organisational disruption	1267

BSBOPS507X Manage organisational response to disruption	1269

Assessment Requirements for BSBOPS507X Manage organisational response to disruption	1273

BSBOPS601 Develop and implement business plans	1276

Assessment Requirements for BSBOPS601 Develop and implement business plans	1279

BSBOPS602 Monitor corporate governance activities	1281

Assessment Requirements for BSBOPS602 Monitor corporate governance activities	1284

BSBPEF101 Plan and prepare for work readiness	1286

Assessment Requirements for BSBPEF101 Plan and prepare for work readiness	1288

BSBPEF201 Support personal wellbeing in the workplace	1290

Assessment Requirements for BSBPEF201 Support personal wellbeing in the workplace	1292

BSBPEF202 Plan and apply time management	1294

Assessment Requirements for BSBPEF202 Plan and apply time management	1297

BSBPEF301 Organise personal work priorities	1299

Assessment Requirements for BSBPEF301 Organise personal work priorities	1302

BSBPEF302 Develop self-awareness	1304

Assessment Requirements for BSBPEF302 Develop self-awareness	1307

BSBPEF401 Manage personal health and wellbeing	1309

Assessment Requirements for BSBPEF401 Manage personal health and wellbeing	1312

BSBPEF402 Develop personal work priorities	1314

Assessment Requirements for BSBPEF402 Develop personal work priorities	1317

BSBPEF403 Lead personal development	1319

Assessment Requirements for BSBPEF403 Lead personal development	1321

BSBPEF501 Manage personal and professional development	1323

Assessment Requirements for BSBPEF501 Manage personal and professional development	1326

BSBPEF502 Develop and use emotional intelligence	1328

Assessment Requirements for BSBPEF502 Develop and use emotional intelligence	1331

BSBPMG420 Apply project scope management techniques	1333

Assessment Requirements for BSBPMG420 Apply project scope management techniques	1336

BSBPMG421 Apply project time management techniques	1338

Assessment Requirements for BSBPMG421 Apply project time management techniques	1341

BSBPMG422 Apply project quality management techniques	1343

Assessment Requirements for BSBPMG422 Apply project quality management techniques	1346

BSBPMG423 Apply project cost management techniques	1348

Assessment Requirements for BSBPMG423 Apply project cost management techniques	1351

BSBPMG424 Apply project human resources management approaches	1353

Assessment Requirements for BSBPMG424 Apply project human resources management approaches	1356

BSBPMG425 Apply project information management and communications techniques	1358

Assessment Requirements for BSBPMG425 Apply project information management and communications techniques	1361

BSBPMG426 Apply project risk management techniques	1363

Assessment Requirements for BSBPMG426 Apply project risk management techniques	1366

BSBPMG427 Apply project procurement procedures	1368

Assessment Requirements for BSBPMG427 Apply project procurement procedures	1371

BSBPMG428 Apply project life cycle management processes	1373

Assessment Requirements for BSBPMG428 Apply project life cycle management processes	1376

BSBPMG429 Apply project stakeholder engagement techniques	1378

Assessment Requirements for BSBPMG429 Apply project stakeholder engagement techniques	1381

BSBPMG430 Undertake project work	1383

Assessment Requirements for BSBPMG430 Undertake project work	1386

BSBPMG530 Manage project scope	1388

Assessment Requirements for BSBPMG530 Manage project scope	1391

BSBPMG531 Manage project time	1393

Assessment Requirements for BSBPMG531 Manage project time	1396

BSBPMG532 Manage project quality	1398

Assessment Requirements for BSBPMG532 Manage project quality	1401

BSBPMG533 Manage project cost	1403

Assessment Requirements for BSBPMG533 Manage project cost	1406

BSBPMG534 Manage project human resources	1408

Assessment Requirements for BSBPMG534 Manage project human resources	1411

BSBPMG535 Manage project information and communication	1413

Assessment Requirements for BSBPMG535 Manage project information and communication	1416

BSBPMG536 Manage project risk	1418

Assessment Requirements for BSBPMG536 Manage project risk	1421

BSBPMG537 Manage project procurement	1423

Assessment Requirements for BSBPMG537 Manage project procurement	1426

BSBPMG538 Manage project stakeholder engagement	1428

Assessment Requirements for BSBPMG538 Manage project stakeholder engagement	1431

BSBPMG539 Manage project governance	1433

Assessment Requirements for BSBPMG539 Manage project governance	1436

BSBPMG540 Manage project integration	1438

Assessment Requirements for BSBPMG540 Manage project integration	1441

BSBPMG541 Manage complex projects	1443

Assessment Requirements for BSBPMG541 Manage complex projects	1446

BSBPMG630 Enable program execution	1448

Assessment Requirements for BSBPMG630 Enable program execution	1451

BSBPMG631 Manage program delivery	1453

Assessment Requirements for BSBPMG631 Manage program delivery	1456

BSBPMG632 Manage program risk	1458

Assessment Requirements for BSBPMG632 Manage program risk	1461

BSBPMG633 Provide leadership for the program	1463

Assessment Requirements for BSBPMG633 Provide leadership for the program	1466

BSBPMG634 Facilitate stakeholder engagement	1468

Assessment Requirements for BSBPMG634 Facilitate stakeholder engagement	1471

BSBPMG635 Implement program governance	1473

Assessment Requirements for BSBPMG635 Implement program governance	1476

BSBPMG636 Manage benefits	1478

Assessment Requirements for BSBPMG636 Manage benefits	1481

BSBPMG637 Engage in collaborative alliances	1483

Assessment Requirements for BSBPMG637 Engage in collaborative alliances	1486

BSBPMG810 Prioritise projects and programs	1488

Assessment Requirements for BSBPMG810 Prioritise projects and programs	1491

BSBPMG811 Select and balance the portfolio	1493

Assessment Requirements for BSBPMG811 Select and balance the portfolio	1496

BSBPMG812 Manage and review portfolio performance	1498

Assessment Requirements for BSBPMG812 Manage and review portfolio performance	1501

BSBPMG813 Govern the portfolio	1503

Assessment Requirements for BSBPMG813 Govern the portfolio	1506

BSBPMG814 Lead the portfolio	1508

Assessment Requirements for BSBPMG814 Lead the portfolio	1511

BSBPMG815 Manage portfolio communications and change	1513

Assessment Requirements for BSBPMG815 Manage portfolio communications and change	1516

BSBPMG816 Manage portfolio resources	1518

Assessment Requirements for BSBPMG816 Manage portfolio resources	1521

BSBPMG817 Manage portfolio risk	1523

Assessment Requirements for BSBPMG817 Manage portfolio risk	1526

BSBPRC401 Plan procurement	1528

Assessment Requirements for BSBPRC401 Plan procurement	1531

BSBPRC402 Negotiate contracts	1533

Assessment Requirements for BSBPRC402 Negotiate contracts	1536

BSBPRC403 Conduct international procurement	1538

Assessment Requirements for BSBPRC403 Conduct international procurement	1542

BSBPRC406 Conduct e-procurement	1544

Assessment Requirements for BSBPRC406 Conduct e-procurement	1547

BSBPRC501 Manage procurement strategies	1549

Assessment Requirements for BSBPRC501 Manage procurement strategies	1552

BSBPRC502 Manage supplier relationships	1554

Assessment Requirements for BSBPRC502 Manage supplier relationships	1557

BSBPRC503 Manage international procurement	1559

Assessment Requirements for BSBPRC503 Manage international procurement	1563

BSBPRC504 Manage a supply chain	1565

Assessment Requirements for BSBPRC504 Manage a supply chain	1569

BSBPRC505 Manage ethical procurement strategy	1571

Assessment Requirements for BSBPRC505 Manage ethical procurement strategy	1574

BSBPUR301 Purchase goods and services	1576

Assessment Requirements for BSBPUR301 Purchase goods and services	1579

BSBSTR301 Contribute to continuous improvement	1581

Assessment Requirements for BSBSTR301 Contribute to continuous improvement	1584

BSBSTR401 Promote innovation in team environments	1586

Assessment Requirements for BSBSTR401 Promote innovation in team environments	1589

BSBSTR402 Implement continuous improvement	1591

Assessment Requirements for BSBSTR402 Implement continuous improvement	1594

BSBSTR501 Establish innovative work environments	1596

Assessment Requirements for BSBSTR501 Establish innovative work environments	1599

BSBSTR502 Facilitate continuous improvement	1601

Assessment Requirements for BSBSTR502 Facilitate continuous improvement	1604

BSBSTR503 Develop organisational policy	1606

Assessment Requirements for BSBSTR503 Develop organisational policy	1609

BSBSTR601 Manage innovation and continuous improvement	1611

Assessment Requirements for BSBSTR601 Manage innovation and continuous improvement	1615

BSBSTR602 Develop organisational strategies	1617

Assessment Requirements for BSBSTR602 Develop organisational strategies	1621

BSBSTR603 Develop business continuity plans	1623

Assessment Requirements for BSBSTR603 Develop business continuity plans	1627

BSBSTR801 Lead innovative thinking and practice	1629

Assessment Requirements for BSBSTR801 Lead innovative thinking and practice	1633

BSBSTR802 Lead strategic planning processes for an organisation	1635

Assessment Requirements for BSBSTR802 Lead strategic planning processes for an organisation	1639

BSBSTR803 Establish business continuity management strategies	1641

Assessment Requirements for BSBSTR803 Establish business continuity management strategies	1644

BSBSUS211 Participate in sustainable work practices	1646

Assessment Requirements for BSBSUS211 Participate in sustainable work practices	1648

BSBSUS411 Implement and monitor environmentally sustainable work practices	1650

Assessment Requirements for BSBSUS411 Implement and monitor environmentally sustainable work practices	1653

BSBSUS412 Develop and implement workplace sustainability plans	1655

Assessment Requirements for BSBSUS412 Develop and implement workplace sustainability plans	1658

BSBSUS413 Evaluate and report on workplace sustainability	1660

Assessment Requirements for BSBSUS413 Evaluate and report on workplace sustainability	1663

BSBSUS511 Develop workplace policies and procedures for sustainability	1665

Assessment Requirements for BSBSUS511 Develop workplace policies and procedures for sustainability	1668

BSBSUS601 Lead corporate social responsibility	1670

Assessment Requirements for BSBSUS601 Lead corporate social responsibility	1673

BSBTEC101 Operate digital devices	1675

Assessment Requirements for BSBTEC101 Operate digital devices	1678

BSBTEC201 Use business software applications	1680

Assessment Requirements for BSBTEC201 Use business software applications	1682

BSBTEC202 Use digital technologies to communicate in a work environment	1684

Assessment Requirements for BSBTEC202 Use digital technologies to communicate in a work environment	1687

BSBTEC203 Research using the internet	1689

Assessment Requirements for BSBTEC203 Research using the internet	1691

BSBTEC301 Design and produce business documents	1693

Assessment Requirements for BSBTEC301 Design and produce business documents	1696

BSBTEC302 Design and produce spreadsheets	1698

Assessment Requirements for BSBTEC302 Design and produce spreadsheets	1701

BSBTEC303 Create electronic presentations	1703

Assessment Requirements for BSBTEC303 Create electronic presentations	1705

BSBTEC401 Design and produce complex text documents	1707

Assessment Requirements for BSBTEC401 Design and produce complex text documents	1710

BSBTEC402 Design and produce complex spreadsheets	1712

Assessment Requirements for BSBTEC402 Design and produce complex spreadsheets	1715

BSBTEC403 Apply digital solutions to work processes	1717

Assessment Requirements for BSBTEC403 Apply digital solutions to work processes	1720

BSBTEC404 Use digital technologies to collaborate in a work environment	1722

Assessment Requirements for BSBTEC404 Use digital technologies to collaborate in a work environment	1725

BSBTEC405 Review and maintain organisation's digital presence	1727

Assessment Requirements for BSBTEC405 Review and maintain organisation's digital presence	1730

BSBTEC501 Develop and implement an e-commerce strategy	1732

Assessment Requirements for BSBTEC501 Develop and implement an e-commerce strategy	1735

BSBTEC601 Review organisational digital strategy	1737

Assessment Requirements for BSBTEC601 Review organisational digital strategy	1740

BSBTWK201 Work effectively with others	1742

Assessment Requirements for BSBTWK201 Work effectively with others	1745

BSBTWK301 Use inclusive work practices	1747

Assessment Requirements for BSBTWK301 Use inclusive work practices	1750

BSBTWK401 Build and maintain business relationships	1752

Assessment Requirements for BSBTWK401 Build and maintain business relationships	1755

BSBTWK501 Lead diversity and inclusion	1757

Assessment Requirements for BSBTWK501 Lead diversity and inclusion	1760

BSBTWK502 Manage team effectiveness	1762

Assessment Requirements for BSBTWK502 Manage team effectiveness	1765

BSBTWK503 Manage meetings	1767

Assessment Requirements for BSBTWK503 Manage meetings	1770

BSBTWK601 Develop and maintain strategic business networks	1772

Assessment Requirements for BSBTWK601 Develop and maintain strategic business networks	1775

BSBWHS211 Contribute to the health and safety of self and others	1777

Assessment Requirements for BSBWHS211 Contribute to the health and safety of self and others	1780

BSBWHS307 Apply knowledge of WHS laws in the workplace	1782

Assessment Requirements for BSBWHS307 Apply knowledge of WHS laws in the workplace	1785

BSBWHS308 Participate in WHS hazard identification, risk assessment and risk control processes	1787

Assessment Requirements for BSBWHS308 Participate in WHS hazard identification, risk assessment and risk control processes	1791

BSBWHS309 Contribute effectively to WHS communication and consultation processes	1793

Assessment Requirements for BSBWHS309 Contribute effectively to WHS communication and consultation processes	1797

BSBWHS310 Contribute to WHS issue-resolution processes	1799

Assessment Requirements for BSBWHS310 Contribute to WHS issue-resolution processes	1802

BSBWHS311 Assist with maintaining workplace safety	1804

Assessment Requirements for BSBWHS311 Assist with maintaining workplace safety	1807

BSBWHS331 Participate in identifying and controlling hazardous chemicals	1809

Assessment Requirements for BSBWHS331 Participate in identifying and controlling hazardous chemicals	1812

BSBWHS332X Apply infection prevention and control procedures to own work activities	1814

Assessment Requirements for BSBWHS332X Apply infection prevention and control procedures to own work activities	1817

BSBWHS411 Implement and monitor WHS policies, procedures and programs	1820

Assessment Requirements for BSBWHS411 Implement and monitor WHS policies, procedures and programs	1824

BSBWHS412 Assist with workplace compliance with WHS laws	1826

Assessment Requirements for BSBWHS412 Assist with workplace compliance with WHS laws	1829

BSBWHS413 Contribute to implementation and maintenance of WHS consultation and participation processes	1831

Assessment Requirements for BSBWHS413 Contribute to implementation and maintenance of WHS consultation and participation processes	1835

BSBWHS414 Contribute to WHS risk management	1837

Assessment Requirements for BSBWHS414 Contribute to WHS risk management	1842

BSBWHS415 Contribute to implementing WHS management systems	1844

Assessment Requirements for BSBWHS415 Contribute to implementing WHS management systems	1847

BSBWHS416 Contribute to workplace incident response	1849

Assessment Requirements for BSBWHS416 Contribute to workplace incident response	1853

BSBWHS417 Assist with managing WHS implications of return to work	1855

Assessment Requirements for BSBWHS417 Assist with managing WHS implications of return to work	1859

BSBWHS418 Assist with managing WHS compliance of contractors	1861

Assessment Requirements for BSBWHS418 Assist with managing WHS compliance of contractors	1864

BSBWHS419 Contribute to implementing WHS monitoring processes	1866

Assessment Requirements for BSBWHS419 Contribute to implementing WHS monitoring processes	1871

BSBWHS431 Develop processes and procedures for controlling hazardous chemicals in the workplace	1874

Assessment Requirements for BSBWHS431 Develop processes and procedures for controlling hazardous chemicals in the workplace	1878

BSBWHS432X Contribute to organisational mental health response in the context of disruptive events	1881

Assessment Requirements for BSBWHS432X Contribute to organisational mental health response in the context of disruptive events	1885

BSBWHS504 Manage WHS risks	1889

Assessment Requirements for BSBWHS504 Manage WHS risks	1892

BSBWHS512 Contribute to managing work-related psychological health and safety	1895

Assessment Requirements for BSBWHS512 Contribute to managing work-related psychological health and safety	1899

BSBWHS513 Lead WHS risk management	1902

Assessment Requirements for BSBWHS513 Lead WHS risk management	1906

BSBWHS514 Manage WHS compliance of contractors	1909

Assessment Requirements for BSBWHS514 Manage WHS compliance of contractors	1912

BSBWHS515 Lead initial response to and investigate WHS incidents	1914

Assessment Requirements for BSBWHS515 Lead initial response to and investigate WHS incidents	1919

BSBWHS516 Contribute to developing, implementing and maintaining an organisation's WHS management system	1922

Assessment Requirements for BSBWHS516 Contribute to developing, implementing and maintaining an organisation's WHS management system	1926

BSBWHS517 Contribute to managing a WHS information system	1928

Assessment Requirements for BSBWHS517 Contribute to managing a WHS information system	1932

BSBWHS518 Manage WHS hazards associated with maintenance and use of plant	1935

Assessment Requirements for BSBWHS518 Manage WHS hazards associated with maintenance and use of plant	1939

BSBWHS519 Lead the development and use of WHS risk management tools	1942

Assessment Requirements for BSBWHS519 Lead the development and use of WHS risk management tools	1946

BSBWHS520 Manage implementation of emergency procedures	1949

Assessment Requirements for BSBWHS520 Manage implementation of emergency procedures	1953

BSBWHS521 Ensure a safe workplace for a work area	1955

Assessment Requirements for BSBWHS521 Ensure a safe workplace for a work area	1959

BSBWHS522 Manage WHS consultation and participation processes	1961

Assessment Requirements for BSBWHS522 Manage WHS consultation and participation processes	1965

BSBWHS531 Implement and evaluate system of work for managing hazardous chemicals	1968

Assessment Requirements for BSBWHS531 Implement and evaluate system of work for managing hazardous chemicals	1971

BSBWHS603 Implement WHS risk management	1973

Assessment Requirements for BSBWHS603 Implement WHS risk management	1977

BSBWHS605 Develop, implement and maintain WHS management systems	1980

Assessment Requirements for BSBWHS605 Develop, implement and maintain WHS management systems	1985

BSBWHS611 Develop and implement strategies that support work-related psychological health and safety	1987

Assessment Requirements for BSBWHS611 Develop and implement strategies that support work-related psychological health and safety	1991

BSBWHS612 Develop and implement a strategy to support a positive WHS culture	1994

Assessment Requirements for BSBWHS612 Develop and implement a strategy to support a positive WHS culture	1998

BSBWHS613 Evaluate the WHS performance of an organisation	2000

Assessment Requirements for BSBWHS613 Evaluate the WHS performance of an organisation	2004

BSBWHS614 Conduct a WHS audit under the guidance of a lead auditor	2006

Assessment Requirements for BSBWHS614 Conduct a WHS audit under the guidance of a lead auditor	2011

BSBWHS616 Apply safe design principles to control WHS risks	2014

Assessment Requirements for BSBWHS616 Apply safe design principles to control WHS risks	2019

BSBWHS617 Apply ergonomics to manage WHS risks	2022

Assessment Requirements for BSBWHS617 Apply ergonomics to manage WHS risks	2026

BSBWHS631 Apply occupational hygiene principles to manage WHS risks	2028

Assessment Requirements for BSBWHS631 Apply occupational hygiene principles to manage WHS risks	2032

BSBWRT311 Write simple documents	2035

Assessment Requirements for BSBWRT311 Write simple documents	2037

BSBWRT411 Write complex documents	2039

Assessment Requirements for BSBWRT411 Write complex documents	2042

BSBXBD401 Capture and store big data	2044

Assessment Requirements for BSBXBD401 Capture and store big data	2047

BSBXBD402 Test big data samples	2049

Assessment Requirements for BSBXBD402 Test big data samples	2052

BSBXBD403 Analyse big data	2054

Assessment Requirements for BSBXBD403 Analyse big data	2057

BSBXBD404 Use big data for operational decision making	2059

Assessment Requirements for BSBXBD404 Use big data for operational decision making	2062

BSBXBD405 Develop procedures for managing big data	2064

Assessment Requirements for BSBXBD405 Develop procedures for managing big data	2067

BSBXBD406 Present big data insights	2069

Assessment Requirements for BSBXBD406 Present big data insights	2072

BSBXBD407 Protect big data integrity	2074

Assessment Requirements for BSBXBD407 Protect big data integrity	2077

BSBXBD408 Implement and review procedures for managing big data	2079

Assessment Requirements for BSBXBD408 Implement and review procedures for managing big data	2082

BSBXBD501 Develop big data strategy	2084

Assessment Requirements for BSBXBD501 Develop big data strategy	2087

BSBXCM301 Engage in workplace communication	2089

Assessment Requirements for BSBXCM301 Engage in workplace communication	2092

BSBXCM401 Apply communication strategies in the workplace	2094

Assessment Requirements for BSBXCM401 Apply communication strategies in the workplace	2097

BSBXCM501 Lead communication in the workplace	2099

Assessment Requirements for BSBXCM501 Lead communication in the workplace	2102

BSBXCS301 Protect own personal online profile from cyber security threats	2104

Assessment Requirements for BSBXCS301 Protect own personal online profile from cyber security threats	2107

BSBXCS302 Identify and report online security threats	2109

Assessment Requirements for BSBXCS302 Identify and report online security threats	2111

BSBXCS303 Securely manage personally identifiable information and workplace information	2113

Assessment Requirements for BSBXCS303 Securely manage personally identifiable information and workplace information	2115

BSBXCS304 Apply cyber hygiene best practices	2117

Assessment Requirements for BSBXCS304 Apply cyber hygiene best practices	2120

BSBXCS305 Identify and assess cyber security insider threats and risks	2122

Assessment Requirements for BSBXCS305 Identify and assess cyber security insider threats and risks	2124

BSBXCS306 Apply own techniques to prevent cyber security insider threats	2126

Assessment Requirements for BSBXCS306 Apply own techniques to prevent cyber security insider threats	2129

BSBXCS401 Maintain security of digital devices	2131

Assessment Requirements for BSBXCS401 Maintain security of digital devices	2133

BSBXCS402 Promote workplace cyber security awareness and best practices	2135

Assessment Requirements for BSBXCS402 Promote workplace cyber security awareness and best practices	2137

BSBXCS403 Contribute to cyber security threat assessments	2139

Assessment Requirements for BSBXCS403 Contribute to cyber security threat assessments	2142

BSBXCS404 Contribute to cyber security risk management	2144

Assessment Requirements for BSBXCS404 Contribute to cyber security risk management	2147

BSBXCS405 Contribute to cyber security incident responses	2149

Assessment Requirements for BSBXCS405 Contribute to cyber security incident responses	2152

BSBXCS406 Develop cyber security insider threat and risk response plans	2154

Assessment Requirements for BSBXCS406 Develop cyber security insider threat and risk response plans	2157

BSBXCS407 Develop cyber hygiene best practice plan	2159

Assessment Requirements for BSBXCS407 Develop cyber hygiene best practice plan	2162

BSBXCS408 Develop employee cyber security risk profiles	2164

Assessment Requirements for BSBXCS408 Develop employee cyber security risk profiles	2167

BSBXCS409 Plan and implement organisational cyber security insider threat prevention strategies	2169

Assessment Requirements for BSBXCS409 Plan and implement organisational cyber security insider threat prevention strategies	2172

BSBXDB301 Respond to the service needs of customers and clients with disability	2175

Assessment Requirements for BSBXDB301 Respond to the service needs of customers and clients with disability	2178

BSBXDB401 Develop and implement recruitment processes that are inclusive of people with disability	2181

Assessment Requirements for BSBXDB401 Develop and implement recruitment processes that are inclusive of people with disability	2184

BSBXDB501 Support staff members with disability in the workplace	2187

Assessment Requirements for BSBXDB501 Support staff members with disability in the workplace	2190

BSBXDB502 Adapt organisations to enhance accessibility for people with disability	2193

Assessment Requirements for BSBXDB502 Adapt organisations to enhance accessibility for people with disability	2196

BSBXTW301 Work in a team	2199

Assessment Requirements for BSBXTW301 Work in a team	2202

BSBXTW401 Lead and facilitate a team	2204

Assessment Requirements for BSBXTW401 Lead and facilitate a team	2207

AHCBUS615 Implement a monitoring, evaluation and reporting program	2209

Assessment Requirements for AHCBUS615 Implement a monitoring, evaluation and reporting program	2212

CHCMGT004 Secure and manage funding	2214

Assessment Requirements for CHCMGT004 Secure and manage funding	2217

CPPCMN4009 Develop team understanding of and commitment to sustainability	2219

Assessment Requirements for CPPCMN4009 Develop team understanding of and commitment to sustainability	2224

CPPDSM4047 Implement and monitor procurement process	2226

Assessment Requirements for CPPDSM4047 Implement and monitor procurement process	2229

CPPWMT3044A Identify wastes and hazards	2232

CUACNM601 Manage collection maintenance and preservation procedures	2239

Assessment Requirements for CUACNM601 Manage collection maintenance and preservation procedures	2243

CUAEVP211 Assist with the staging of public activities or events	2245

Assessment Requirements for CUAEVP211 Assist with the staging of public activities or events	2248

CUAEVP411 Present information on activities, events or public programs	2250

Assessment Requirements for CUAEVP411 Present information on activities, events or public programs	2254

CUAIND202 Develop and apply knowledge of information and cultural services organisations	2256

Assessment Requirements for CUAIND202 Develop and apply knowledge of information and cultural services organisations	2259

CUAPRE401 Implement preventive conservation activities	2261

Assessment Requirements for CUAPRE401 Implement preventive conservation activities	2264

DEFEVL001 Develop an evaluation program	2266

Assessment Requirements for DEFEVL001 Develop an evaluation program	2269

DEFEVL002 Evaluate and report collected information	2271

Assessment Requirements for DEFEVL002 Evaluate and report collected information	2274

DEFEVL003 Maintain and enhance professional practice	2276

Assessment Requirements for DEFEVL003 Maintain and enhance professional practice	2279

DEFEVL004 Evaluate a training and assessment system	2281

Assessment Requirements for DEFEVL004 Evaluate a training and assessment system	2284

DEFEVL005 Evaluate a community based program	2286

Assessment Requirements for DEFEVL005 Evaluate a community based program	2289

DEFEVL006 Evaluate business performance	2291

Assessment Requirements for DEFEVL006 Evaluate business performance	2294

FNSACC312 Administer subsidiary accounts and ledgers	2296

Assessment Requirements for FNSACC312 Administer subsidiary accounts and ledgers	2300

FNSACC411 Process business tax requirements	2302

Assessment Requirements for FNSACC411 Process business tax requirements	2305

FNSACC412 Prepare operational budgets	2307

Assessment Requirements for FNSACC412 Prepare operational budgets	2310

FNSACC413 Make decisions in a legal context	2312

Assessment Requirements for FNSACC413 Make decisions in a legal context	2315

FNSACC416 Set up and operate a computerised accounting system	2317

Assessment Requirements for FNSACC416 Set up and operate a computerised accounting system	2321

FNSFLT201 Develop and use a personal budget	2323

Assessment Requirements for FNSFLT201 Develop and use a personal budget	2326

FNSINC401 Apply principles of professional practice to work in the financial services industry	2328

Assessment Requirements for FNSINC401 Apply principles of professional practice to work in the financial services industry	2333

FNSORG601 Negotiate to achieve goals and manage disputes	2335

Assessment Requirements for FNSORG601 Negotiate to achieve goals and manage disputes	2339

FNSORG602 Develop and manage financial systems	2341

Assessment Requirements for FNSORG602 Develop and manage financial systems	2345

FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations	2347

Assessment Requirements for FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations	2351

FNSTPB402 Establish and maintain payroll systems	2353

Assessment Requirements for FNSTPB402 Establish and maintain payroll systems	2358

FSKDIG002 Use digital technology for routine and simple workplace tasks	2361

Assessment Requirements for FSKDIG002 Use digital technology for routine and simple workplace tasks	2363

FSKLRG011 Use routine strategies for work-related learning	2365

Assessment Requirements for FSKLRG011 Use routine strategies for work-related learning	2367

FSKOCM006 Use oral communication skills to participate in workplace teams	2369

Assessment Requirements for FSKOCM006 Use oral communication skills to participate in workplace teams	2371

HLTAID011 Provide First Aid	2373

Assessment Requirements for HLTAID011 Provide First Aid	2375

HLTAID013 Provide First Aid in remote or isolated site	2379

Assessment Requirements for HLTAID013 Provide First Aid in remote or isolated site	2382

ICPPRP3220 Digitise images for reproduction	2387

Assessment Requirements for ICPPRP3220 Digitise images for reproduction	2389

ICPPRP422 Digitise complex images for reproduction	2391

Assessment Requirements for ICPPRP422 Digitise complex images for reproduction	2394

ICTICT211 Identify and use basic current industry specific technologies	2396

Assessment Requirements for ICTICT211 Identify and use basic current industry specific technologies	2399

ICTICT221 Identify and use specific industry standard technologies	2401

Assessment Requirements for ICTICT221 Identify and use specific industry standard technologies	2404

ICTICT517 Match ICT needs with the strategic direction of the organisation	2406

Assessment Requirements for ICTICT517 Match ICT needs with the strategic direction of the organisation	2409

ICTICT526 Verify client business requirements	2411

Assessment Requirements for ICTICT526 Verify client business requirements	2414

ICTICT612 Develop contracts and manage contract performance	2416

Assessment Requirements for ICTICT612 Develop contracts and manage contract performance	2419

ICTICT616 Develop communities of practice	2421

Assessment Requirements for ICTICT616 Develop communities of practice	2424

ICTSAS305 Provide ICT advice to clients	2426

Assessment Requirements for ICTSAS305 Provide ICT advice to clients	2430

ICTSAS432 Identify and resolve client ICT problems	2432

Assessment Requirements for ICTSAS432 Identify and resolve client ICT problems	2435

ICTWEB306 Develop web presence using social media	2437

Assessment Requirements for ICTWEB306 Develop web presence using social media	2440

LGACOR011 Analyse financial reports and budgets	2442

Assessment Requirements for LGACOR011 Analyse financial reports and budgets	2444

MEM13001B Perform emergency first aid	2446

MSMENV472 Implement and monitor environmentally sustainable work practices	2451

Assessment Requirements for MSMENV472 Implement and monitor environmentally sustainable work practices	2455

MSS015022 Develop strategies for more sustainable use of resources	2457

Assessment Requirements for MSS015022 Develop strategies for more sustainable use of resources	2460

MSS015025 Develop a business case for sustainability improvements	2461

Assessment Requirements for MSS015025 Develop a business case for sustainability improvements	2464

PSPETH002 Uphold and support the values and principles of public service	2466

Assessment Requirements for PSPETH002 Uphold and support the values and principles of public service	2469

PSPETH003 Promote the values and ethos of public service	2471

Assessment Requirements for PSPETH003 Promote the values and ethos of public service	2474

PSPGEN021 Contribute to conflict management	2476

Assessment Requirements for PSPGEN021 Contribute to conflict management	2479

PSPGEN028 Provide a quotation	2481

Assessment Requirements for PSPGEN028 Provide a quotation	2484

PSPGEN043 Apply government processes	2486

Assessment Requirements for PSPGEN043 Apply government processes	2489

PSPGEN049 Undertake negotiations	2491

Assessment Requirements for PSPGEN049 Undertake negotiations	2494

PSPMGT006 Develop a business case	2496

Assessment Requirements for PSPMGT006 Develop a business case	2499

PSPMGT012 Facilitate knowledge management	2501

Assessment Requirements for PSPMGT012 Facilitate knowledge management	2504

PSPPCM006 Select providers and develop contracts	2506

Assessment Requirements for PSPPCM006 Select providers and develop contracts	2509

PSPPCM007 Manage contracts	2511

Assessment Requirements for PSPPCM007 Manage contracts	2514

PSPPCM008 Manage contract performance	2516

Assessment Requirements for PSPPCM008 Manage contract performance	2519

PSPPCM009 Finalise contracts	2521

Assessment Requirements for PSPPCM009 Finalise contracts	2524

PSPPCM010 Manage procurement risk	2526

Assessment Requirements for PSPPCM010 Manage procurement risk	2529

PSPPCM011 Plan to manage a contract	2531

Assessment Requirements for PSPPCM011 Plan to manage a contract	2534

PSPPCM012 Plan for procurement outcomes	2536

Assessment Requirements for PSPPCM012 Plan for procurement outcomes	2540

PSPPCM013 Make procurement decisions	2542

Assessment Requirements for PSPPCM013 Make procurement decisions	2545

PSPPCM015 Conduct and manage coordinated procurement	2547

Assessment Requirements for PSPPCM015 Conduct and manage coordinated procurement	2550

PSPPCM016 Plan and implement strategic sourcing	2552

Assessment Requirements for PSPPCM016 Plan and implement strategic sourcing	2556

PSPPCM017 Plan and implement procurement category management	2559

Assessment Requirements for PSPPCM017 Plan and implement procurement category management	2563

PSPPCM018 Conduct demand and procurement spend analysis	2566

Assessment Requirements for PSPPCM018 Conduct demand and procurement spend analysis	2569

PSPPCY004 Support policy implementation	2572

Assessment Requirements for PSPPCY004 Support policy implementation	2574

PUACOM008 Develop and organise public safety awareness programs	2576

Assessment Requirements for PUACOM008 Develop and organise public safety awareness programs	2579

PUAFER001 Identify, prevent and report potential facility emergency situations	2581

Assessment Requirements for PUAFER001 Identify, prevent and report potential facility emergency situations	2585

PUAFER004 Respond to facility emergencies	2587

Assessment Requirements for PUAFER004 Respond to facility emergencies	2590

PUAWHS003 Implement and monitor organisational work, health and safety policies, procedures and programs	2592

Assessment Requirements for PUAWHS003 Implement and monitor organisational work, health and safety policies, procedures and programs	2595

RIIVEH305E Operate and maintain a four wheel drive vehicle	2597

Assessment Requirements for RIIVEH305E Operate and maintain a four wheel drive vehicle	2601

RIIWHS202D Enter and work in confined spaces	2605

Assessment Requirements for RIIWHS202D Enter and work in confined spaces	2608

RIIWHS204D Work safely at heights	2611

Assessment Requirements for RIIWHS204D Work safely at heights	2614

RIIWHS403D Apply the mine work health and safety management plan	2617

Assessment Requirements for RIIWHS403D Apply the mine work health and safety management plan	2620

SIRXCEG002 Assist with customer difficulties	2623

Assessment Requirements for SIRXCEG002 Assist with customer difficulties	2626

SIRXCEG004 Create a customer-centric culture	2629

Assessment Requirements for SIRXCEG004 Create a customer-centric culture	2631

SIRXCEG005 Maintain business to business relationships	2633

Assessment Requirements for SIRXCEG005 Maintain business to business relationships	2636

SIRXECM002 Prepare digital content	2638

Assessment Requirements for SIRXECM002 Prepare digital content	2641

SIRXECM003 Design an ecommerce site	2644

Assessment Requirements for SIRXECM003 Design an ecommerce site	2647

SIRXMGT005 Lead the development of business opportunities	2650

Assessment Requirements for SIRXMGT005 Lead the development of business opportunities	2653

SIRXMKT001 Support marketing and promotional activities	2655

Assessment Requirements for SIRXMKT001 Support marketing and promotional activities	2657

SIRXMKT002 Use social media to engage customers	2659

Assessment Requirements for SIRXMKT002 Use social media to engage customers	2662

SIRXMKT006 Develop a social media strategy	2666

Assessment Requirements for SIRXMKT006 Develop a social media strategy	2669

SIRXMKT007 Develop a digital marketing plan	2672

Assessment Requirements for SIRXMKT007 Develop a digital marketing plan	2675

SIRXOSM003 Use social media and online tools	2678

Assessment Requirements for SIRXOSM003 Use social media and online tools	2681

SIRXOSM005 Develop a basic website for customer engagement	2684

Assessment Requirements for SIRXOSM005 Develop a basic website for customer engagement	2688

SIRXOSM007 Manage risk to organisational reputation in an online setting	2691

Assessment Requirements for SIRXOSM007 Manage risk to organisational reputation in an online setting	2694

SIRXPDK001 Advise on products and services	2697

Assessment Requirements for SIRXPDK001 Advise on products and services	2699

SIRXSLS003 Achieve sales results	2701

Assessment Requirements for SIRXSLS003 Achieve sales results	2703

SIRXSLS004 Drive sales results	2705

Assessment Requirements for SIRXSLS004 Drive sales results	2708

TAEASS301 Contribute to assessment	2710

Assessment Requirements for TAEASS301 Contribute to assessment	2714

TAEDEL301 Provide work skill instruction	2716

Assessment Requirements for TAEDEL301 Provide work skill instruction	2720

TAEDEL401 Plan, organise and deliver group-based learning	2722

Assessment Requirements for TAEDEL401 Plan, organise and deliver group-based learning	2726

TAEDES501 Design and develop learning strategies	2728

Assessment Requirements for TAEDES501 Design and develop learning strategies	2732

TAELED803 Implement improved learning practice	2734

Assessment Requirements for TAELED803 Implement improved learning practice	2738

TAELED804 Review enterprise e-learning systems and solutions implementation	2740

Assessment Requirements for TAELED804 Review enterprise e-learning systems and solutions implementation	2744

TLIE4006 Collect, analyse and present workplace data and information	2746

Assessment Requirements for TLIE4006 Collect, analyse and present workplace data and information	2749

BSB Business Services Training Package	2751

BSBSS00091 Capture and Present Big Data Skill Set	2780

BSBSS00092 Manage Big Data Skill Set	2782

BSBSS00093 Cyber Security Threat Assessment and Risk Management Skill Set	2783

BSBSS00094 Cyber Security Awareness Skill Set	2785

BSBSS00095 Cross-Sector Infection Control Skill Set	2787

BSBSS00096 Innovation Practice Skill Set	2789

BSBSS00097 Innovation Leadership Skill Set	2791

BSBSS00098 Marketing Foundations Skill Set	2792

BSBSS00099 Communications and Public Relations Foundations Skill Set	2794

BSBSS00100 Business Operations Support Skill Set	2796

BSBSS00101 Business Operations Management Skill Set	2798

BSBSS00102 Micro Business Skill Set	2800

BSBSS00103 New Business Ventures Skill Set	2801

BSBSS00104 Small Business Management Skill Set	2803

BSBSS00105 Human Resources Foundations Skill Set	2804

BSBSS00106 Introduction to Paralegal Services Skill Set	2806

BSBSS00107 Marketing and Communication Foundations Skill Set	2808

BSBSS00108 Marketing and Communication Skill Set	2810

BSBSS00109 Introduction to Team Management Skill Set	2812

BSBSS00110 Business Development Skill Set	2814

BSBSS00111 Human Resources Advisor Skill Set	2816

BSBSS00112 Workplace Technology Skill Set	2818

BSBSS00113 Digital Business Administration Skill Set	2820

BSBSS00114 Organisational Governance Skill Set	2822

BSBSS00115 Copyright Management Skill Set	2823

BSBSS00116 Campaign Management Skill Set	2825

BSBSS00117 Diversity and Inclusion Skill Set	2827

BSBSS00118 Procurement Manager Skill Set	2829

BSBSS00119 Customer Service Skill Set	2831

BSBSS00120 Administrative Assistant Skill Set	2833

BSBSS00121 Medical Administration Skill Set	2835

BSBSS00122 Compliance Skill Set	2837

BSBSS00123 Records and Information Management Skill Set	2839

BSBSS00124 Workplace IT Foundations Skill Set	2841

BSBSS00125 Workplace Foundations Skill Set	2842

BSBSS00126 Contact Centre Skill Set	2843

BSBSS00127 Contact Centre Team Manager Skill Set	2845

BSBSS00128 Lead Auditor Skill Set	2846

BSBSS00129 Cross-Sector Mental Health and Organisational Disruption Skill Set	2848

BSB Business Services Training Package

Copyright Statement
© 2022 Commonwealth of Australia. With the exception of the Commonwealth Coat of Arms, the Department’s logo, any material protected by a trade mark and where otherwise noted, all material presented in this document is provided under a Creative Commons Attribution-No Derivative Works 3.0 Australia licence. You are free: to copy, distribute, display, and perform the work to make commercial use of the work Under the following conditions: Attribution - You must give the original author credit. No Derivative Works - You may not alter, transform, or build upon this work. Special Conditions (Waiver) For the sake of clarity, where the license refers to "the work", in addition to meaning the work in its entirety this term shall also mean "extracts of the work". Extracts of the work carry with it the respective licence, and is thus “partitioned”. The details of the relevant licence conditions are available on the Creative Commons website (www.creativecommons.org.au) as is the full legal code. The document must be attributed as the BSB Business Services Training Package Release 8.0.
Disclaimer
This work is the result of wide consultations with Australian industry participants. It is a collaborative view and does not necessarily represent the view of Department of Education and Training or any specific body. For the sake of brevity it may omit factors which could be pertinent in particular cases. While care has been taken in the preparation of this Training Package, Department of Education and Training and the original developer do not warrant that any licensing or registration requirements specified here are either complete or up-to-date for your State or Territory. Department of Education and Training and the original developer do not accept any liability for any damage or loss (including indirect and consequential loss) incurred by any person as a result of relying on the information contained in this Training Package. The Commonwealth, through the Department of Education and Training, does not accept any liability to any person for the information or advice (or the use of such information or advice) which is provided in this material or incorporated into it by reference. The information is provided on the basis that all persons accessing this material undertake responsibility for assessing the relevance and accuracy of its content. No liability is accepted for any information or services which may appear in any other format. No responsibility is taken for any information or services which may appear on any linked websites.

Published by:	Future Skills Organisation

Release Date:	January 2022

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB10120 Certificate I in Workplace Skills

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who have not yet entered the workforce, and are developing the necessary skills in preparation for work. They may undertake a variety of simple tasks under close supervision.

This qualification provides a range of introductory skills and knowledge to provide individuals with an understanding of the business environment.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 6

2 core units plus

4 elective units, of which:

2 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selected from a Certificate I or Certificate II from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBOPS101 Use business resources

BSBPEF101 Plan and prepare for work readiness

Elective units

BSBCMM211 Apply communication skills

BSBCRT201 Develop and apply thinking and problem solving skills

BSBDAT201 Collect and record data

BSBOPS201 Work effectively in business environments

BSBOPS202 Engage with customers

BSBPEF201 Support personal wellbeing in the workplace

BSBPEF202 Plan and apply time management

BSBSUS211 Participate in sustainable work practices

BSBTEC101 Operate digital devices

BSBTEC203 Research using the internet

BSBTWK201 Work effectively with others

BSBWHS211 Contribute to the health and safety of self and others

FSKDIG002 Use digital technology for routine and simple workplace tasks

FSKLRG011 Use routine strategies for work-related learning

FSKOCM006 Use oral communication skills to participate in workplace teams

ICTICT221 Identify and use specific industry standard technologies

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB10115 Certificate I in Business.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB20120 Certificate II in Workplace Skills

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals in a variety of entry-level Business Services job roles.

This qualification also reflects the role of individuals who have not yet entered the workforce, and are developing the necessary skills in preparation for work.

These individuals carry out a range of basic procedural, clerical, administrative or operational tasks that require self-management and technology skills. They perform a range of mainly routine tasks using limited practical skills and fundamental operational knowledge in a defined context. Individuals in these roles generally work under direct supervision.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 10

5 core units plus

5 elective units, of which:

1 elective unit must be selected from Group A

1 elective unit must be selected from Group B

for the remaining 3 elective units:

up to 3 units may be selected from Groups A, B and C

if not listed, up to 2 units may be selected from a Certificate I, Certificate II or Certificate III from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBCMM211 Apply communication skills

BSBOPS201 Work effectively in business environments

BSBPEF202 Plan and apply time management

BSBSUS211 Participate in sustainable work practices

BSBWHS211 Contribute to the health and safety of self and others

Elective units

Group A – Self-Management

BSBCRT201 Develop and apply thinking and problem solving skills

BSBPEF201 Support personal wellbeing in the workplace

BSBPEF302 Develop self-awareness

Group B - Technology

BSBDAT201 Collect and record data

BSBFIN301 Process financial transactions

BSBOPS306 Record stakeholder interactions

BSBTEC101 Operate digital devices

BSBTEC201 Use business software applications

BSBTEC202 Use digital technologies to communicate in a work environment

BSBTEC203 Research using the internet

Group C – Working with Others

BSBOPS202 Engage with customers

BSBOPS203 Deliver a service to customers

BSBPEF101 Plan and prepare for work readiness

BSBTWK201 Work effectively with others

SIRXCEG002 Assist with customer difficulties

SIRXPDK001 Advise on products and services

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to:

BSB20115 Certificate II in Business

BSB20215 Certificate II in Customer Engagement.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB30120 Certificate III in Business

Modification History

Release	Comments
Release 2	This version first released with BSB Business Services Training Package Version 8.0. Three newly created units for cyber security awareness added as electives to Group A - Technology: BSBXCS304 Apply cyber hygiene best practices BSBXCS305 Identify and assess cyber security insider threats and risks BSBXCS306 Apply own techniques to prevent cyber security insider threats
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals in a variety of Business Services job roles. It is likely that these individuals are establishing their own work performance.

Individuals in these roles carry out a range of routine procedural, clerical, administrative or operational tasks that require technology and business skills. They apply a broad range of competencies using some discretion, judgment and relevant theoretical knowledge. They may provide technical advice and support to a team.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 13

6 core units plus

7 elective units, of which:

2 elective units must be selected from Group A

1 elective unit must be selected from Group B

for the remaining 4 elective units:

up to 4 units may be selected from Groups A – G

if not listed, up to 3 units may be selected from a Certificate II, Certificate III or Certificate IV from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Specialisations

This qualification can provide for specialisations. To achieve a specialisation, the following additional packaging rules must be adhered to:

For specialisation in Customer Engagement, 4 elective units must be selected from Group D

For specialisation in Business Administration, 4 elective units must be selected from Group E

For specialisation in Medical Administration, 4 elective units must be selected from Group F

For specialisation in Records and Information Management, 4 elective units must be selected from Group G.

Where the learner has achieved a specialisation in Customer Engagement, the job roles that relate to this qualification may include Customer Service Representative.

Where the learner has achieved a specialisation in Business Administration, the job roles that relate to this qualification may include Administrative Assistant.

Where the learner has achieved a specialisation in Medical Administration, the job roles that relate to this qualification may include Medical Receptionist and Medical Secretary.

Where the learner has achieved a specialisation in Records and Information Management, the job roles that relate to this qualification may include Records Assistant.

The achievement of a specialisation will be identified on testamurs as follows:

BSB30120 Certificate III in Business (Customer Engagement)

BSB30120 Certificate III in Business (Administration)

BSB30120 Certificate III in Business (Medical Administration)

BSB30120 Certificate III in Business (Records and Information Management).

Core units

BSBCRT311 Apply critical thinking skills in a team environment

BSBPEF201 Support personal wellbeing in the workplace

BSBSUS211 Participate in sustainable work practices

BSBTWK301 Use inclusive work practices

BSBWHS311 Assist with maintaining workplace safety

BSBXCM301 Engage in workplace communication

Elective units

Group A – Technology

BSBDAT201 Collect and record data

BSBOPS306 Record stakeholder interactions

BSBTEC201 Use business software applications

BSBTEC202 Use digital technologies to communicate in a work environment

BSBTEC301 Design and produce business documents

BSBTEC302 Design and produce spreadsheets

BSBTEC303 Create electronic presentations

BSBTEC404 Use digital technologies to collaborate in a work environment

BSBWRT311 Write simple documents

BSBXCS301 Protect own personal online profile from cyber security threats

BSBXCS302 Identify and report online security threats

BSBXCS303 Securely manage personally identifiable information and workplace information

BSBXCS304 Apply cyber hygiene best practices

BSBXCS305 Identify and assess cyber security insider threats and risks

BSBXCS306 Apply own techniques to prevent cyber security insider threats

Group B – Business Competence

BSBESB302 Develop and present business proposals

BSBESB401 Research and develop business plans

BSBOPS302 Identify business risk

BSBPEF301 Organise personal work priorities

BSBPMG430 Undertake project work

BSBSTR301 Contribute to continuous improvement

BSBWHS332X Apply infection prevention and control procedures to own work activities

Group C – Teamwork and Relationships

BSBCRT412 Articulate, present and debate ideas

BSBLDR301 Support effective workplace relationships

BSBPEF302 Develop self-awareness

BSBXTW301 Work in a team

Group D – Customer and Client Engagement

BSBOPS304 Deliver and monitor a service to customers

BSBOPS305 Process customer complaints

BSBXDB301 Respond to the service needs of customers and clients with disability

ICTSAS305 Provide ICT advice to clients

SIRXCEG002 Assist with customer difficulties

SIRXCEG005 Maintain business to business relationships

SIRXMKT001 Support marketing and promotional activities

SIRXOSM003 Use social media and online tools

SIRXPDK001 Advise on products and services

Group E – Business Administration

BSBFIN301 Process financial transactions

BSBFIN302 Maintain financial records

BSBHRM416 Process payroll

BSBINS202 Handle receipt and dispatch of information

BSBOPS301 Maintain business resources

BSBOPS303 Organise schedules

BSBPUR301 Purchase goods and services

Group F – Medical Administration

BSBMED301 Interpret and apply medical terminology appropriately

BSBMED302 Prepare and process medical accounts

BSBMED303 Maintain patient records

BSBMED304 Assist in controlling stocks and supplies

BSBMED305 Apply the principles of confidentiality, privacy and security within the medical environment

BSBMED401 Manage patient record keeping system

Group G – Records and Information Management

BSBINS302 Organise workplace information

BSBINS303 Use knowledge management systems

BSBINS307 Retrieve information from records

BSBINS308 Control records

BSBINS309 Maintain business records

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to:

BSB30115 Certificate III in Business

BSB30215 Certificate III in Customer Engagement

BSB30415 Certificate III in Business Administration

BSB30815 Certificate III in Recordkeeping

BSB30915 Certificate III in Business Administration (Education)

BSB31115 Certificate III in Business Administration (Medical).

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB30220 Certificate III in Entrepreneurship and New Business

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals establishing or carrying on business as a sole trader or contractor, as well as those supporting the establishment of a new venture as part of a larger organisation.

These individuals apply a broad range of competencies in varied contexts, using some discretion and judgement and relevant theoretical knowledge. They may provide technical advice and support to a small team.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 10

4 core units plus

6 elective units, of which:

4 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selected from a Certificate II, Certificate III or Certificate IV from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBESB301 Investigate business opportunities

BSBESB302 Develop and present business proposals

BSBESB303 Organise finances for new business ventures

BSBESB305 Address compliance requirements for new business ventures

Elective units

BSBCRT411 Apply critical thinking to work practices

BSBESB304 Determine resource requirements for new business ventures

BSBFIN302 Maintain financial records

BSBHRM415 Coordinate recruitment and onboarding

BSBINS309 Maintain business records

BSBLEG421 Apply understanding of the Australian legal system

BSBOPS302 Identify business risk

BSBOPS304 Deliver and monitor a service to customers

BSBOPS305 Process customer complaints

BSBOPS306 Record stakeholder interactions

BSBPEF301 Organise personal work priorities

BSBPEF302 Develop self-awareness

BSBPUR301 Purchase goods and services

BSBSTR301 Contribute to continuous improvement

BSBSTR401 Promote innovation in team environments

BSBSUS412 Develop and implement workplace sustainability plans

BSBTEC405 Review and maintain organisation’s digital presence

BSBTWK401 Build and maintain business relationships

BSBWHS311 Assist with maintaining workplace safety

BSBXCM301 Engage in workplace communication

BSBXCS303 Securely manage personally identifiable information and workplace information

BSBXDB301 Respond to the service needs of customers and clients with disability

FNSFLT201 Develop and use a personal budget

SIRXCEG005 Maintain business to business relationships

SIRXOSM003 Use social media and online tools

Qualification Mapping Information

Supersedes and is equivalent to BSB30315 Certificate III in Micro Business Operations.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB30320 Certificate III in Legal Services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who use a broad range of administrative competencies in a legal environment. These individuals use some discretion and judgement and may provide technical advice and support to a team. The job roles that relate to this qualification may include Legal Administrative Assistant and Legal Receptionist.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 10

4 core units plus

6 elective units, of which:

2 elective units must be selected from Group A

2 elective units must be selected from Group B

for the remaining 2 elective units:

up to 2 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate III or Certificate IV from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBLEG311 Work in a legal services environment

BSBLEG314 Protect information in a legal services environment

BSBTEC201 Use business software applications

BSBXCM301 Engage in workplace communication

Elective units

Group A – Legal Services

BSBLEG312 Carry out search of the public record

BSBLEG313 Lodge documents in a legal services environment

BSBLEG315 Assist in planning activities in a legal services environment

BSBLEG421 Apply understanding of the Australian legal system

BSBLEG423 Conduct simple legal research

BSBOPS303 Organise schedules

Group B – Transferable Skills

BSBCRT311 Apply critical thinking skills in a team environment

BSBDAT201 Collect and record data

BSBFIN302 Maintain financial records

BSBOPS304 Deliver and monitor a service to customers

BSBOPS305 Process customer complaints

BSBOPS306 Record stakeholder interactions

BSBPEF301 Organise personal work priorities

BSBWHS211 Contribute to the health and safety of self and others

BSBWRT311 Write simple documents

BSBXTW301 Work in a team

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB31015 Certificate III in Business Administration (Legal).

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB30420 Certificate III in Library and Information Services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who use a broad range of skills and knowledge in a wide variety of environments. The job roles that relate to this qualification may include Library Assistant.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

6 core units plus

6 elective units, of which:

3 elective units must be selected from Group A

1 elective unit must be selected from Group B

for the remaining 2 elective units:

up to 2 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate II, Certificate III or Certificate IV from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBINS301 Develop and use information literacy skills

BSBOPS304 Deliver and monitor a service to customers

BSBTEC201 Use business software applications

BSBWHS311 Assist with maintaining workplace safety

BSBXTW301 Work in a team

CUAIND202 Develop and apply knowledge of information and cultural services organisations

Elective units

Group A – Information Services

BSBINS201 Process and maintain workplace information

BSBINS203 Assist with circulation services

BSBINS304 Process and maintain information resources

BSBINS305 Participate in cataloguing activities

BSBINS306 Provide multimedia support

BSBINS307 Retrieve information from records

BSBINS308 Control records

BSBINS309 Maintain business records

BSBINS404 Search library and information databases

Group B – Transferable Skills

BSBCRT311 Apply critical thinking skills in a team environment

BSBINS202 Handle receipt and dispatch of information

BSBINS302 Organise workplace information

BSBINS303 Use knowledge management systems

BSBOPS305 Process customer complaints

BSBOPS306 Record stakeholder interactions

BSBPEF301 Organise personal work priorities

BSBTWK301 Use inclusive work practices

BSBXCM301 Engage in workplace communication

BSBXCS303 Securely manage personally identifiable information and workplace information

BSBXDB301 Respond to the service needs of customers and clients with disability

CUAEVP211 Assist with the staging of public activities or events

ICPPRP3220 Digitise images for reproduction

ICTWEB306 Develop web presence using social media

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB31215 Certificate III in Library and Information Services.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB30719 Certificate III in Work Health and Safety

Modification History

Release	Comments
Release 4	This version released with BSB Business Services Training Package Version 8.0. Updated superseded elective units.
Release 3	This version released with BSB Business Services Training Package Version 7.0. Updated superseded elective units.
Release 2	This version released with BSB Business Services Training Package Version 6.1. Unit added to the elective bank.
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Qualification Description

This qualification reflects the role of individuals performing work health and safety (WHS) duties in addition to their main duties. They may provide technical advice and support to a team and apply a range of competencies in varied work contexts. It provides the skills and knowledge required to contribute to a variety of WHS tasks.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 11

6 core units plus

5 elective units, of which:

3 units must be from the elective units listed below

for the remaining 2 units:

up to 2 units may be selected from any currently endorsed Training Package qualification or accredited course at the same Australian Qualifications Framework (AQF) level

if not listed, 1 unit may be selected from a Certificate II or Certificate IV, from any currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBWHS307 Apply knowledge of WHS laws in the workplace

BSBWHS308 Participate in WHS hazard identification, risk assessment and risk control processes

BSBWHS309 Contribute effectively to WHS communication and consultation processes

BSBWHS310 Contribute to WHS issue-resolution processes

BSBWHS331 Participate in identifying and controlling hazardous chemicals

PUAFER001 Identify, prevent and report potential facility emergency situations

Elective units

BSBCMM211 Apply communication skills

BSBINS302 Organise workplace information

BSBLDR301 Support effective workplace relationships

BSBLDR413 Lead effective workplace relationships

BSBLDR414 Lead team effectiveness

BSBSTR301 Contribute to continuous improvement

BSBSUS411 Implement and monitor environmentally sustainable work practices

BSBTWK301 Use inclusive work practices

BSBWHS332X Apply infection prevention and control procedures to own work activities

BSBWHS416 Contribute to workplace incident response

BSBWRT311 Write simple documents

CPPWMT3044A Identify wastes and hazards

HLTAID011 Provide first aid

HLTAID013 Provide first aid in remote or isolated site

MEM13001B Perform emergency first aid

PUAFER004 Respond to facility emergencies

RIIVEH305E Operate and maintain a four wheel drive vehicle

RIIWHS202D Enter and work in confined spaces

RIIWHS204D Work safely at heights

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB30715 Certificate III in Work Health and Safety.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB40120 Certificate IV in Business

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals in a variety of Business Services job roles. These individuals may have supervisory performance accountabilities.

Individuals in these roles carry out a mix of specialist and moderately complex administrative or operational tasks that require self-development skills. They use well-developed skills and a broad knowledge base to apply solutions to a defined range of unpredictable problems and analyse information from a variety of sources. They may provide leadership and guidance to others with some limited responsibility for the output of others.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

6 core units plus

6 elective units, of which:

2 elective units must be selected from Group A

for the remaining 4 elective units:

up to 4 units may be selected from Groups A – J

if not listed, up to 2 units may be selected from a Certificate III, Certificate IV or Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Specialisations

This qualification can provide for specialisations. To achieve a specialisation, the following additional packaging rules must be adhered to:

For specialisation in Leadership, 4 elective units must be selected from Group B

For specialisation in Business Administration, 4 elective units must be selected from Group C

For specialisation in Business Operations, 4 elective units must be selected from Group D

For specialisation in Sustainability, 4 elective units must be selected from Group E

For specialisation in Big Data, 4 elective units must be selected from Group F

For specialisation in Cyber Security, 4 elective units must be selected from Group G

For specialisation in Financial Administration, 4 elective units must be selected from Group H

For specialisation in Records and Information Management, 4 elective units must be selected from Group I

For specialisation in Procurement, 4 elective units must be selected from Group J.

The achievement of a specialisation will be identified on a testamur as follows:

BSB40120 Certificate IV in Business (Leadership)

BSB40120 Certificate IV in Business (Administration)

BSB40120 Certificate IV in Business (Operations)

BSB40120 Certificate IV in Business (Sustainability)

BSB40120 Certificate IV in Business (Big Data)

BSB40120 Certificate IV in Business (Cyber Security)

BSB40120 Certificate IV in Business (Finance)

BSB40120 Certificate IV in Business (Records and Information Management)

BSB40120 Certificate IV in Business (Procurement).

Core units

BSBCRT411 Apply critical thinking to work practices

BSBTEC404 Use digital technologies to collaborate in a work environment

BSBTWK401 Build and maintain business relationships

BSBWHS411 Implement and monitor WHS policies, procedures and programs

BSBWRT411 Write complex documents

BSBXCM401 Apply communication strategies in the workplace

Elective units

Group A – Self-development

BSBPEF401 Manage personal health and wellbeing

BSBPEF402 Develop personal work priorities

BSBPEF403 Lead personal development

BSBPEF502 Develop and use emotional intelligence

Group B – Leadership

BSBATSIM421 Support a positive and culturally appropriate workforce culture

BSBCMM411 Make presentations

BSBCMM412 Lead difficult conversations

BSBCRT412 Articulate, present and debate ideas

BSBCRT413 Collaborate in creative processes

BSBHRM413 Support the learning and development of teams and individuals

BSBLDR411 Demonstrate leadership in the workplace

BSBPEF501 Manage personal and professional development

BSBSTR401 Promote innovation in team environments

BSBXDB501 Support staff members with disability in the workplace

BSBXTW401 Lead and facilitate a team

Group C – Business Administration

BSBAUD412 Work within compliance frameworks

BSBHRM417 Support human resources functions and processes

BSBINS402 Coordinate workplace information systems

BSBOPS306 Record stakeholder interactions

BSBOPS401 Coordinate business resources

BSBOPS405 Organise business meetings

BSBPMG430 Undertake project work

BSBTEC401 Design and produce complex text documents

BSBTEC402 Design and produce complex spreadsheets

BSBTEC403 Apply digital solutions to work processes

Group D – Business Operations

BSBESB401 Research and develop business plans

BSBHRM415 Coordinate recruitment and onboarding

BSBINS401 Analyse and present research information

BSBMKG431 Assess marketing opportunities

BSBMKG433 Undertake marketing activities

BSBMKG434 Promote products and services

BSBOPS402 Coordinate business operational plans

BSBOPS403 Apply business risk management processes

BSBOPS404 Implement customer service strategies

BSBOPS406 Participate in organisational governance

BSBPRC402 Negotiate contracts

BSBSTR402 Implement continuous improvement

BSBSTR503 Develop organisational policy

BSBTEC405 Review and maintain organisation’s digital presence

SIRXMKT002 Use social media to engage customers

SIRXOSM005 Develop a basic website for customer engagement

SIRXSLS003 Achieve sales results

Group E – Sustainability

BSBSUS411 Implement and monitor environmentally sustainable work practices

BSBSUS412 Develop and implement workplace sustainability plans

BSBSUS413 Evaluate and report on workplace sustainability

BSBSUS511 Develop workplace policies and procedures for sustainability

CPPCMN4009 Develop team understanding of and commitment to sustainability

MSS015025 Develop a business case for sustainability improvements

Group F – Big Data

BSBXBD401 Capture and store big data

BSBXBD402 Test big data samples

BSBXBD403 Analyse big data

BSBXBD404 Use big data for operational decision making

BSBXBD405 Develop procedures for managing big data

BSBXBD406 Present big data insights

BSBXBD407 Protect big data integrity

BSBXBD408 Implement and review procedures for managing big data

Group G – Cyber Security

BSBXCS401 Maintain security of digital devices

BSBXCS402 Promote workplace cyber security awareness and best practices

BSBXCS403 Contribute to cyber security threat assessments

BSBXCS404 Contribute to cyber security risk management

BSBXCS405 Contribute to cyber security incident responses

Group H – Financial Administration

BSBFIN301 Process financial transactions

BSBFIN302 Maintain financial records

BSBFIN401 Report on financial activity

BSBHRM416 Process payroll

BSBPRC406 Conduct e-procurement

FNSACC312 Administer subsidiary accounts and ledgers

FNSACC411 Process business tax requirements

FNSACC412 Prepare operational budgets

FNSTPB402 Establish and maintain payroll systems

Group I – Records and Information Management

BSBINS402 Coordinate workplace information systems

BSBINS408 Provide information from and about records

BSBINS409 Maintain and monitor digital information and records

BSBINS410 Implement records systems for small business

BSBINS502 Coordinate data management

BSBINS504 Maintain digital repositories

Group J – Procurement

BSBPMG427 Apply project procurement procedures

BSBPRC401 Plan procurement

BSBPRC402 Negotiate contracts

BSBPRC403 Conduct international procurement

BSBPRC406 Conduct e-procurement

PSPPCM006 Select providers and develop contracts

PSPPCM007 Manage contracts

PSPPCM011 Plan to manage a contract

PSPPCM018 Conduct demand and procurement spend analysis

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to:

BSB40215 Certificate IV in Business

BSB40315 Certificate IV in Customer Engagement

BSB40515 Certificate IV in Business Administration

BSB40615 Certificate IV in Business Sales

BSB41115 Certificate IV in International Trade

BSB41618 Certificate IV in Business (Procurement)

BSB41715 Certificate IV in Recordkeeping

BSB42315 Certificate IV in Environmental Management and Sustainability.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB40320 Certificate IV in Entrepreneurship and New Business

Modification History

Release	Comments
Release 2	This version first released with BSB Business Services Training Package Version 8.0. Three newly created units for organisational disruption were added to Group B Transferable Skills electives: BSBOPS407X Support organisational response to disruption BSBOPS506X Plan for organisational disruption BSBOPS507X Manage organisational response to disruption.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals establishing or operating a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

These individuals use well developed skills and a broad knowledge base to solve a range of unpredictable problems, and analyse and evaluate information from a variety of sources. They may provide leadership and guidance to others and have responsibility for the output of others.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 10

4 core units plus

6 elective units, of which:

2 elective units must be selected from Group A

for the remaining 4 elective units:

up to 3 units may be selected from Group A

up to 4 units may be selected from Group B

if not listed, up to 2 units may be selected from a Certificate III, Certificate IV or Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBESB401 Research and develop business plans

BSBESB402 Establish legal and risk management requirements of new business ventures

BSBESB403 Plan finances for new business ventures

BSBESB404 Market new business ventures

Elective units

Group A – Entrepreneurship and New Business

BSBESB301 Investigate business opportunities

BSBESB302 Develop and present business proposals

BSBESB405 Manage compliance for small businesses

BSBESB406 Establish operational strategies and procedures for new business ventures

BSBESB407 Manage finances for new business ventures

Group B – Transferable Skills

BSBCRT411 Apply critical thinking to work practices

BSBCRT413 Collaborate in creative processes

BSBCRT512 Originate and develop concepts

BSBFIN401 Report on financial activity

BSBHRM415 Coordinate recruitment and onboarding

BSBHRM523 Coordinate the learning and development of teams and individuals

BSBINS401 Analyse and present research information

BSBINS410 Implement records systems for small business

BSBLDR412 Communicate effectively as a workplace leader

BSBLDR413 Lead effective workplace relationships

BSBLDR521 Lead the development of diverse workforces

BSBLEG421 Apply understanding of the Australian legal system

BSBMKG431 Assess marketing opportunities

BSBMKG434 Promote products and services

BSBOPS401 Coordinate business resources

BSBOPS404 Implement customer service strategies

BSBOPS407X Support organisational response to disruption

BSBOPS506X Plan for organisational disruption

BSBOPS507X Manage organisational response to disruption

BSBPEF401 Manage personal health and wellbeing

BSBPEF403 Lead personal development

BSBPMG430 Undertake project work

BSBPRC402 Negotiate contracts

BSBSTR401 Promote innovation in team environments

BSBSTR501 Establish innovative work environments

BSBSUS411 Implement and monitor environmentally sustainable work practices

BSBTEC403 Apply digital solutions to work processes

BSBTEC404 Use digital technologies to collaborate in a work environment

BSBTEC405 Review and maintain organisation’s digital presence

BSBTWK401 Build and maintain business relationships

BSBWHS411 Implement and monitor WHS policies, procedures and programs

BSBXBD403 Analyse big data

BSBXCM401 Apply communication strategies in the workplace

BSBXCS402 Promote workplace cyber security awareness and best practices

BSBXTW401 Lead and facilitate a team

FNSACC416 Set up and operate a computerised accounting system

PSPGEN028 Provide a quotation

SIRXECM003 Design an ecommerce site

SIRXMKT006 Develop a social media strategy

SIRXOSM005 Develop a basic website for customer engagement

Qualification Mapping Information

Supersedes and is equivalent to BSB42618 Certificate IV in New Small Business.

Supersedes but is not equivalent to BSB42518 Certificate IV in Small Business Management.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB40420 Certificate IV in Human Resource Management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who work in a range of human resources roles. The job roles that relate to this qualification may include Human Resources Officer, Human Resources Coordinator and Payroll Officer.

Responsibilities are likely to be determined at a workplace level. Some smaller organisations may require employees to work across all aspects of human resources. In larger organisations, individuals may support a single human resources function.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

6 core units plus

6 elective units, of which:

2 elective units must be selected from Group A

2 elective units must be selected from Group B

for the remaining 2 elective units:

up to 2 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate III, Certificate IV or Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBHRM411 Administer performance development processes

BSBHRM412 Support employee and industrial relations

BSBHRM413 Support the learning and development of teams and individuals

BSBHRM415 Coordinate recruitment and onboarding

BSBHRM417 Support human resource functions and processes

BSBWHS411 Implement and monitor WHS policies, procedures and programs

Elective units

Group A – Human Resources

BSBCMM412 Lead difficult conversations

BSBHRM414 Use human resources information systems

BSBHRM416 Process payroll

BSBHRM528 Coordinate remuneration and employee benefits

BSBHRM529 Coordinate separation and termination processes

BSBHRM530 Coordinate rehabilitation or return to work programs

BSBHRM531 Coordinate health and wellness programs

Group B – Transferable Skills

BSBCMM411 Make presentations

BSBCRT412 Articulate, present and debate ideas

BSBOPS403 Apply business risk management processes

BSBOPS405 Organise business meetings

BSBPEF403 Lead personal development

BSBPMG430 Undertake project work

BSBTEC404 Use digital technologies to collaborate in a work environment

BSBTWK401 Build and maintain business relationships

BSBWRT411 Write complex documents

BSBXBD403 Analyse big data

BSBXCM401 Apply communication strategies in the workplace

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB41015 Certificate IV in Human Resources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB40520 Certificate IV in Leadership and Management

Modification History

Release	Comments
Release 4	This version first released with BSB Business Services Training Package Version 8.0. Four newly created units for cyber security awareness added to Group B electives: BSBXCS406 Develop cyber security insider threat and risk response plans BSBXCS407 Develop cyber hygiene best practice plan BSBXCS408 Develop employee cyber security risk profiles BSBXCS409 Plan and implement organisational cyber security insider threat prevention.
Release 3	This version first released with BSB Business Services Training Package Version 7.2. Added BSBWHS432X Contribute to organisational mental health response in the context of disruptive events to the elective unit list.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error in packaging rules.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals working as developing and emerging leaders and managers in a range of enterprise and industry contexts.

As well as assuming responsibility for their own performance, individuals at this level are likely to provide leadership, guidance and support to others. They may also have some responsibility for organising and monitoring the output of teams.

They apply solutions to a defined range of predictable and unpredictable problems, and analyse and evaluate information from a variety of sources.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

5 core units plus

7 elective units, of which:

4 elective units must be selected from Group A

for the remaining 3 elective units:

up to 3 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate IV or above, from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBLDR411 Demonstrate leadership in the workplace

BSBLDR413 Lead effective workplace relationships

BSBOPS402 Coordinate business operational plans

BSBXCM401 Apply communication strategies in the workplace

BSBXTW401 Lead and facilitate a team

Elective units

Group A

BSBCMM412 Lead difficult conversations

BSBCRT411 Apply critical thinking to work practices

BSBCRT413 Collaborate in creative processes

BSBFIN401 Report on financial activity

BSBLDR412 Communicate effectively as a workplace leader

BSBLDR414 Lead team effectiveness

BSBLDR521 Lead the development of diverse workforces

BSBOPS403 Apply business risk management processes

BSBPEF402 Develop personal work priorities

BSBSTR401 Promote innovation in team environments

BSBSTR502 Facilitate continuous improvement

BSBTWK401 Build and maintain business relationships

BSBWHS411 Implement and monitor WHS policies, procedures and programs

BSBWHS432X Contribute to organisational mental health response in the context of disruptive events

BSBXBD403 Analyse big data

BSBXBD404 Use big data for operational decision making

Group B

BSBCRT412 Articulate, present and debate ideas

BSBOPS401 Coordinate business resources

BSBOPS404 Implement customer service strategies

BSBOPS405 Organise business meetings

BSBOPS407X Support organisational response to disruption

BSBPEF401 Manage personal health and wellbeing

BSBPEF403 Lead personal development

BSBPEF502 Develop and use emotional intelligence

BSBPMG430 Undertake project work

BSBSUS411 Implement and monitor environmentally sustainable work practices

BSBSUS412 Develop and implement workplace sustainability plans

BSBWRT411 Write complex documents

BSBXCS406 Develop cyber security insider threat and risk response plans

BSBXCS407 Develop cyber hygiene best practice plan

BSBXCS408 Develop employee cyber security risk profiles

BSBXCS409 Plan and implement organisational cyber security insider threat prevention strategies

SIRXCEG004 Create a customer-centric culture

Qualification Mapping Information

Supersedes and is equivalent to BSB42015 Certificate IV in Leadership and Management.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB40620 Certificate IV in Legal Services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error in packaging rules.

Qualification Description

This qualification reflects the role of individuals who use well-developed skills and a broad knowledge base to provide support in a range of legal services environments. These individuals apply solutions to a range of unpredictable problems and analyse and evaluate information from a variety of sources. The job roles that relate to this qualification may include Legal Secretary.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 10

5 core units plus

5 elective units, of which:

2 elective units must be selected from Group A

1 elective unit must be selected from Group B

for the remaining 2 elective units:

up to 2 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate III, Certificate IV or Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBLEG314 Protect information in a legal services environment

BSBLEG421 Apply understanding of the Australian legal system

BSBLEG423 Conduct simple legal research

BSBLEG424 Support the drafting of complex legal documents

BSBXCM401 Apply communication strategies in the workplace

Elective units

Group A – Legal Services

BSBLEG422 Maintain a file in a legal services environment

BSBLEG425 Apply the principles of legal project management

BSBLEG522 Apply legal principles in contract law matters

BSBLEG523 Apply legal principles in tort law matters

BSBLEG524 Apply principles of evidence law in matters under litigation

Group B – Transferable Skills

BSBCRT412 Articulate, present and debate ideas

BSBINS401 Analyse and present research information

BSBOPS306 Record stakeholder interactions

BSBOPS403 Apply business risk management processes

BSBPEF401 Manage personal health and wellbeing

BSBPEF402 Develop personal work priorities

BSBTEC404 Use digital technologies to collaborate in a work environment

BSBTWK401 Build and maintain business relationships

BSBWRT411 Write complex documents

BSBXCS401 Maintain security of digital devices

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB42215 Certificate IV in Legal Services.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB40720 Certificate IV in Library and Information Services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who use well developed skills and a broad knowledge base in a wide variety of environments. These individuals apply solutions to a defined range of unpredictable problems and analyse and evaluate information from a variety of sources. The job roles that relate to this qualification may include Library Assistant.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 14

5 core units plus

9 elective units, of which:

4 elective units must be selected from Group A

2 elective units must be selected from Group B

for the remaining 3 elective units:

up to 3 units may be selected from Groups A and B

if not listed, up to 3 units may be selected from a Certificate III, Certificate IV or Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBINS404 Search library and information databases

BSBINS406 Assist customers to access information

BSBINS407 Consolidate and maintain library industry knowledge

BSBOPS404 Implement customer service strategies

BSBWHS311 Assist with maintaining workplace safety

Elective units

Group A – Information Services Skills

BSBINS305 Participate in cataloguing activities

BSBINS401 Analyse and present research information

BSBINS402 Coordinate workplace information systems

BSBINS403 Obtain information from external and networked sources

BSBINS405 Use integrated library management systems

BSBINS408 Provide information from and about records

BSBINS409 Maintain and monitor digital information and records

CUAEVP411 Present information on activities, events or public programs

Group B – Transferable Skills

BSBCRT411 Apply critical thinking to work practices

BSBLDR411 Demonstrate leadership in the workplace

BSBPEF402 Develop personal work priorities

BSBPMG430 Undertake project work

BSBWRT311 Write simple documents

BSBXCM401 Apply communication strategies in the workplace

BSBXCS401 Maintain security of digital devices

ICPPRP422 Digitise complex images for reproduction

ICTWEB306 Develop web presence using social media

SIRXCEG004 Create a customer-centric culture

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB42115 Certificate IV in Library and Information Services.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB40820 Certificate IV in Marketing and Communication

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who use well developed marketing and communication skills and a broad knowledge base in a wide variety of contexts. This qualification applies to individuals in full-time marketing roles, as well as those who are responsible for an organisation’s marketing in addition to other duties.

Individuals in these roles apply solutions to a defined range of unpredictable problems and analyse and evaluate information from a variety of sources.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

6 core units plus

6 elective units, of which:

2 elective units must be selected from Group A

2 elective units must be selected from Group B

for the remaining 2 elective units:

up to 2 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate III, Certificate IV or Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBCMM411 Make presentations

BSBCRT412 Articulate, present and debate ideas

BSBMKG433 Undertake marketing activities

BSBMKG435 Analyse consumer behaviour

BSBMKG439 Develop and apply knowledge of communications industry

BSBWRT411 Write complex documents

Elective units

Group A – Marketing

BSBMKG431 Assess marketing opportunities

BSBMKG432 Research international markets

BSBMKG434 Promote products and services

BSBMKG436 Design and test direct marketing activities

BSBMKG437 Create and optimise digital media

BSBMKG438 Implement and monitor advertising production

BSBMKG440 Apply marketing communication across a convergent industry

BSBMKG441 Develop public relations documents

BSBMKG442 Conduct e-marketing communications

SIRXECM002 Prepare digital content

SIRXMKT006 Develop a social media strategy

Group B – Transferable Skills

BSBCRT411 Apply critical thinking to work practices

BSBCRT413 Collaborate in creative processes

BSBESB404 Market new business ventures

BSBFIN401 Report on financial activity

BSBOPS306 Record stakeholder interactions

BSBOPS403 Apply business risk management processes

BSBOPS404 Implement customer service strategies

BSBPEF402 Develop personal work priorities

BSBTEC303 Create electronic presentations

BSBTWK401 Build and maintain business relationships

BSBTWK503 Manage meetings

BSBXBD403 Analyse big data

BSBXCM401 Apply communication strategies in the workplace

SIRXOSM005 Develop a basic website for customer engagement

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB42415 Certificate IV in Marketing and Communication.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB40920 Certificate IV in Project Management Practice

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who apply project management skills and knowledge in a wide variety of contexts. The job roles that relate to this qualification may include Contracts Officer, Project Administrator and Quality Officer.

Individuals in these roles work autonomously, and might be members of a project team, with no direct responsibility for overall project outcomes. Primarily, these roles would support wider project operations. They may use project tools and methodologies selectively to support organisational or business activities.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 9

3 core units plus

6 elective units, of which:

3 elective units must be selected from Group A

for the remaining 3 elective units:

up to 3 units may be selected from Groups A and B

if not listed, up to 3 units may be selected from a Certificate IV or higher from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Chosen elective units must not include BSBPMG430 Undertake project work.

Core units

BSBPMG420 Apply project scope management techniques

BSBPMG421 Apply project time management techniques

BSBPMG422 Apply project quality management techniques

Elective units

Group A – Project Management

BSBPMG423 Apply project cost management techniques

BSBPMG424 Apply project human resources management approaches

BSBPMG425 Apply project information management and communications techniques

BSBPMG426 Apply project risk management techniques

BSBPMG427 Apply project procurement procedures

BSBPMG428 Apply project life cycle management processes

BSBPMG429 Apply project stakeholder engagement techniques

Group B – Transferable Skills

BSBCRT411 Apply critical thinking to work practices

BSBLDR413 Lead effective workplace relationships

BSBLEG522 Apply legal principles in contract law matters

BSBOPS401 Coordinate business resources

BSBPEF401 Manage personal health and wellbeing

BSBPEF402 Develop personal work priorities

BSBSUS411 Implement and monitor environmentally sustainable work practices

BSBTEC403 Apply digital solutions to work processes

BSBTEC404 Use digital technologies to collaborate in a work environment

BSBWHS411 Implement and monitor WHS policies, procedures and programs

BSBXCS401 Maintain security of digital devices

CPPDSM4047 Implement and monitor procurement process

MSMENV472 Implement and monitor environmentally sustainable work practices

PSPETH002 Uphold and support the values and principles of public service

PSPGEN043 Apply government processes

PSPPCY004 Support policy implementation

TLIE4006 Collect, analyse and present workplace data and information

Qualification Mapping Information

Supersedes and is equivalent to BSB41515 Certificate IV in Project Management Practice.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB41021 Certificate IV in Aboriginal and Torres Strait Islander Governance

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created qualification. Supersedes and is not equivalent to: BSB40220 Certificate IV in Aboriginal and Torres Strait Islander Governance BSB50220 Diploma of Aboriginal and Torres Strait Islander Governance.

Qualification Description

This qualification reflects the role of individuals working as board members, contact officers and senior staff within Aboriginal and Torres Strait Islander organisations. It also applies to public servants working with Aboriginal and Torres Strait Islander boards of governance.

In these roles, individuals bring a wide range of knowledge, skills and experience to the workplace with an acute awareness that they operate in two cultures. They have cultural obligations to their community as well as legal and financial obligations to the wider community and funding bodies.

Licensing, legislative, regulatory or certification requirements

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

7 core units plus

5 elective units, of which:

at least 2 must be from Group A

at least 1 must be from Group B

up to 2 may be from another currently endorsed Certificate III or above training package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the overall integrity of the AQF alignment, not duplicate the outcome of another unit chosen as part of this qualification, and contribute to a valid industry-supported vocational outcome.

Core units

BSBFNG401 Plan and chair Aboriginal and Torres Strait Islander organisation’s board meetings

BSBFNG402 Interact with Aboriginal and Torres Strait Islander organisation members and the community

BSBFNG403 Participate as a board member of an Aboriginal and Torres Strait Islander organisation

BSBFNG409 Comply with Aboriginal and Torres Strait Islander organisation director obligations

BSBOPS306 Record stakeholder interactions

LGACOR011 Analyse financial reports and budgets

PSPGEN021 Contribute to conflict management

Elective units

Group A – Aboriginal and Torres Strait Islander Governance

BSBFNG404 Maintain and protect cultural values in an Aboriginal and Torres Strait Islander organisation

BSBFNG405 Review and apply the constitution in an Aboriginal and Torres Strait Islander organisation

BSBFNG406 Assist in developing and implementing Aboriginal and Torres Strait Islander organisational policies

BSBFNG407 Oversee asset management in an Aboriginal and Torres Strait Islander organisation

BSBFNG408 Represent an Aboriginal and Torres Strait Islander organisation

Group B – Transferable Skills

BSBCMM412 Lead difficult conversations

BSBCRT412 Articulate, present and debate ideas

BSBESB401 Research and develop business plans

BSBESB402 Establish legal and risk management requirements of new business ventures

BSBESB406 Establish operational strategies and procedures for new business ventures

BSBFIN401 Report on financial activity

BSBINS401 Analyse and present research information

BSBLDR411 Demonstrate leadership in the workplace

BSBOPS401 Coordinate business resources

BSBOPS403 Apply business risk management processes

BSBOPS405 Organise business meetings

BSBPEF401 Manage personal health and wellbeing

BSBPEF502 Develop and use emotional intelligence

BSBPMG430 Undertake project work

BSBSTR502 Facilitate continuous improvement

BSBSUS412 Develop and implement workplace sustainability plans

BSBTEC403 Apply digital solutions to work processes

BSBTWK401 Build and maintain business relationships

BSBWHS411 Implement and monitor WHS policies, procedures and programs

BSBWHS432X Contribute to organisational mental health response in the context of disruptive events

BSBXCM401 Apply communication strategies in the workplace

BSBXCS402 Promote workplace cyber security awareness and best practices

BSBXTW401 Lead and facilitate a team

CHCMGT004 Secure and manage funding

Qualification Mapping Information

No equivalent qualification. Supersedes and is not equivalent to:

BSB40220 Certificate IV in Aboriginal and Torres Strait Islander Governance

BSB50220 Diploma of Aboriginal and Torres Strait Islander Governance.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB41419 Certificate IV in Work Health and Safety

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 7.0. Updated superseded elective units.
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Qualification Description

This qualification applies to individuals working in a work health and safety (WHS) role who provide a broad range of technical knowledge and skills, and have some limited responsibility for the output of others.

The qualification applies to those working as supervisors, WHS personnel, and workers in other WHS-related roles who manage risks effectively, apply relevant WHS laws, and contribute to WHS within the workplace in known or changing contexts with established parameters.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 10

5 core units plus

5 elective units, of which:

3 units must be from Group A below

the remaining 2 units may be selected as follows:

both may be selected from Group A, Group B or any currently endorsed Training Package qualification or accredited course at the same Australian Qualifications Framework (AQF) level

1 may be selected from a Certificate III or Diploma, from any currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBWHS412 Assist with workplace compliance with WHS laws

BSBWHS413 Contribute to implementation and maintenance of WHS consultation and participation processes

BSBWHS414 Contribute to WHS risk management

BSBWHS415 Contribute to implementing WHS management systems

BSBWHS416 Contribute to workplace incident response

Elective units

Group A

BSBINS401 Analyse and present research information

BSBWHS417 Assist with managing WHS implications of return to work

BSBWHS418 Assist with managing WHS compliance of contractors

BSBWHS419 Contribute to implementing WHS monitoring processes

BSBWHS431 Develop processes and procedures for controlling hazardous chemicals in the workplace

BSBWRT411 Write complex documents

Group B

BSBCMM411 Make presentations

BSBLDR411 Demonstrate leadership in the workplace

BSBPMG420 Apply project scope management techniques

BSBSTR401 Promote innovation in team environments

BSBSTR402 Implement continuous improvement

BSBSUS411 Implement and monitor environmentally sustainable work practices

PUACOM008 Develop and organise public safety awareness programs

PUAWHS003 Implement and monitor organisational work, health and safety policies, procedures and programs

RIIWHS403D Apply the mine work health and safety management plan

TAEASS301 Contribute to assessment

TAEDEL301 Provide work skill instruction

Qualification Mapping Information

Supersedes and is equivalent to BSB41415 Certificate IV in Work Health and Safety.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB50120 Diploma of Business

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals in a variety of Business Services job roles. These individuals may have frontline management accountabilities.

Individuals in these roles carry out moderately complex tasks in a specialist field of expertise that requires business operations skills. They may possess substantial experience in a range of settings, but seek to further develop their skills across a wide range of business functions.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

5 core units plus

7 elective units, of which:

2 elective units must be selected from Group A

for the remaining 5 elective units:

up to 5 units may be selected from Groups A – I

if not listed, up to 2 units may be selected from a Certificate IV, Diploma or Advanced Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Specialisations

This qualification can provide for specialisations. To achieve a specialisation, the following additional packaging rules must be adhered to:

For specialisation in Business Operations, 4 elective units must be selected from Group A

For specialisation in Leadership, 4 elective units must be selected from Group B

For specialisation in Organisational Development, 4 elective units must be selected from Group C

For specialisation in Compliance, 4 elective units must be selected from Group D

For specialisation in Business Development, 4 elective units must be selected from Group E

For specialisation in Digital and Data, 4 elective units must be selected from Group F

For specialisation in Records and Information Management, 4 elective units must be selected from Group G

For specialisation in Procurement, 4 elective units must be selected from Group H

For specialisation in Evaluations, 4 elective units must be selected from Group I.

The achievement of a specialisation will be identified on a testamur as follows:

BSB50120 Diploma of Business (Operations)

BSB50120 Diploma of Business (Leadership)

BSB50120 Diploma of Business (Organisational Development)

BSB50120 Diploma of Business (Compliance)

BSB50120 Diploma of Business (Business Development)

BSB50120 Diploma of Business (Digital Transformation)

BSB50120 Diploma of Business (Records and Information Management)

BSB50120 Diploma of Business (Procurement)

BSB50120 Diploma of Business (Evaluations).

Core units

BSBCRT511 Develop critical thinking in others

BSBFIN501 Manage budgets and financial plans

BSBOPS501 Manage business resources

BSBSUS511 Develop workplace policies and procedures for sustainability

BSBXCM501 Lead communication in the workplace

Elective units

Group A – Business Operations

BSBFIN502 Manage financial compliance

BSBFIN601 Manage organisational finances

BSBHRM525 Manage recruitment and onboarding

BSBHRM526 Manage payroll

BSBHRM529 Coordinate separation and termination processes

BSBINS512 Monitor business records systems

BSBOPS502 Manage business operational plans

BSBOPS503 Develop administrative systems

BSBOPS504 Manage business risk

BSBOPS601 Develop and implement business plans

BSBPMG430 Undertake project work

BSBPMG530 Manage project scope

BSBPRC505 Manage ethical procurement strategy

BSBSTR503 Develop organisational policy

BSBSTR603 Develop business continuity plans

BSBSUS601 Lead corporate social responsibility

BSBTWK503 Manage meetings

Group B – Leadership

BSBHRM412 Support employee and industrial relations

BSBHRM521 Facilitate performance development processes

BSBLDR521 Lead the development of diverse workforces

BSBLDR522 Manage people performance

BSBLDR523 Lead and manage effective workplace relationships

BSBPEF501 Manage personal and professional development

BSBTWK501 Lead diversity and inclusion

BSBTWK502 Manage team effectiveness

BSBXDB501 Support staff members with disability in the workplace

BSBXDB502 Adapt organisations to enhance accessibility for people with disability

Group C – Organisational Development

BSBCRT412 Articulate, present and debate ideas

BSBCRT512 Originate and develop concepts

BSBCRT611 Apply critical thinking for complex problem solving

BSBHRM531 Coordinate health and wellness programs

BSBLDR601 Lead and manage organisational change

BSBPEF401 Manage personal health and wellbeing

BSBPEF502 Develop and use emotional intelligence

BSBSTR501 Establish innovative work environments

BSBSTR502 Facilitate continuous improvement

BSBSTR601 Manage innovation and continuous improvement

BSBSUS412 Develop and implement workplace sustainability plans

BSBSUS413 Evaluate and report on workplace sustainability

BSBTWK601 Develop and maintain strategic business networks

Group D – Compliance

BSBAUD411 Participate in quality audits

BSBAUD513 Report on quality audits

BSBAUD514 Interpret compliance requirements

BSBAUD515 Evaluate and review compliance

BSBLEG522 Apply legal principles in contract law matters

BSBOPS602 Monitor corporate governance activities

BSBWHS521 Ensure a safe workplace for a work area

Group E – Business Development

BSBMKG541 Identify and evaluate marketing opportunities

BSBMKG546 Develop social media engagement plans

BSBMKG548 Forecast international market and business needs

BSBMKG549 Profile and analyse consumer behaviour for international markets

BSBMKG550 Promote products and services to international markets

BSBOPS404 Implement customer service strategies

BSBOPS505 Manage organisational customer service

BSBPRC502 Manage supplier relationships

BSBTWK401 Build and maintain business relationships

SIRXMGT005 Lead the development of business opportunities

SIRXMKT006 Develop a social media strategy

SIRXSLS004 Drive sales results

Group F – Digital and Data

BSBDAT501 Analyse data

BSBINS502 Coordinate data management

BSBTEC403 Apply digital solutions to work processes

BSBTEC404 Use digital technologies to collaborate in a work environment

BSBTEC501 Develop and implement an e-commerce strategy

BSBTEC601 Review organisational digital strategy

BSBXBD501 Develop big data strategy

BSBXCS402 Promote workplace cyber security awareness and best practices

SIRXECM003 Design an ecommerce site

Group G – Records and Information Management

BSBINS501 Implement information and knowledge management systems

BSBINS504 Maintain digital repositories

BSBINS512 Monitor business records systems

BSBINS513 Contribute to records management framework

BSBINS514 Contribute to records retention and disposal schedule

BSBINS515 Participate in archiving activities

BSBINS601 Manage knowledge and information

CUAPRE401 Implement preventative conservation activities

Group H – Procurement

BSBPMG537 Manage project procurement

BSBPRC501 Manage procurement strategies

BSBPRC502 Manage supplier relationships

BSBPRC503 Manage international procurement

BSBPRC504 Manage a supply chain

BSBPRC505 Manage ethical procurement strategy

PSPPCM008 Manage contract performance

PSPPCM009 Finalise contracts

PSPPCM010 Manage procurement risk

PSPPCM012 Plan for procurement outcomes

PSPPCM013 Make procurement decisions

PSPPCM015 Conduct and manage coordinated procurement

PSPPCM016 Plan and implement strategic sourcing

PSPPCM017 Plan and implement procurement category management

PSPPCM018 Conduct demand and procurement spend analysis

Group I – Evaluations

DEFEVL001 Develop an evaluation program

DEFEVL002 Evaluate and report collected information

DEFEVL003 Maintain and enhance professional practice

DEFEVL004 Evaluate a training and assessment system

DEFEVL005 Evaluate a community based program

DEFEVL006 Evaluate business performance

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to:

BSB50215 Diploma of Business

BSB50315 Diploma of Customer Engagement

BSB50415 Diploma of Business Administration

BSB50815 Diploma of International Business

BSB51518 Diploma of Business (Procurement)

BSB51715 Diploma of Recordkeeping

BSB60815 Advanced Diploma of Recordkeeping.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB50320 Diploma of Human Resource Management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals working in a variety of roles within the human resources sector. The job roles that relate to this qualification may include Human Resources Consultant, Human Resources Advisor and Human Resources Business Partner.

Responsibilities are likely to be determined at a workplace level. Some smaller organisations may require employees to work across all aspects of human resources. In larger organisations, individuals may coordinate a single human resources function.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed the following units (or equivalent competencies): BSBHRM411 Administer performance development processes; BSBHRM412 Support employee and industrial relations; BSBHRM415 Coordinate recruitment and onboarding; and BSBHRM417 Support human resource functions and processes. Equivalent competencies are predecessors to these units, which have been mapped as equivalent.

or

Have two years equivalent full-time relevant work experience.

Packaging Rules

Total number of units = 12

7 core units plus

5 elective units, of which:

2 elective units must be selected from Group A

2 elective units must be selected from Group B

for the remaining 1 elective unit:

up to 1 unit may be selected from Groups A and B

if not listed, 1 unit may be selected from a Certificate IV, Diploma or Advanced Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBHRM521 Facilitate performance development processes

BSBHRM522 Manage employee and industrial relations

BSBHRM523 Coordinate the learning and development of teams and individuals

BSBHRM524 Coordinate workforce plan implementation

BSBHRM527 Coordinate human resource functions and processes

BSBOPS504 Manage business risk

BSBWHS411 Implement and monitor WHS policies, procedures and programs

Elective units

Group A – Human Resources

BSBHRM414 Use human resources information systems

BSBHRM525 Manage recruitment and onboarding

BSBHRM526 Manage payroll

BSBHRM528 Coordinate remuneration and employee benefits

BSBHRM529 Coordinate separation and termination processes

BSBHRM530 Coordinate rehabilitation and return to work programs

BSBHRM531 Coordinate health and wellness programs

BSBWHS521 Ensure a safe workplace for a work area

BSBXDB401 Develop and implement recruitment processes that are inclusive of people with disability

Group B – Transferable Skills

BSBCMM511 Communicate with influence

BSBCRT511 Develop critical thinking in others

BSBDAT501 Analyse data

BSBFIN501 Manage budgets and financial plans

BSBLDR523 Lead and manage effective workplace relationships

BSBPEF501 Manage personal and professional development

BSBPMG430 Undertake project work

BSBSTR503 Develop organisational policy

BSBTWK501 Lead diversity and inclusion

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB50618 Diploma of Human Resources Management.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB50420 Diploma of Leadership and Management

Modification History

Release	Comments
Release 3	This version first released with BSB Business Services Training Package Version 8.0. Three newly created units for organisational disruption were added as electives: BSBOPS407X Support organisational response to disruption BSBOPS506X Plan for organisational disruption BSBOPS507X Manage organisational response to disruption.
Release 2	This version first released with BSB Business Services Training Package Version 7.2. Added BSBWHS432X Contribute to organisational mental health response in the context of disruptive events to the elective unit list.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who apply knowledge, practical skills and experience in leadership and management across a range of enterprise and industry contexts.

Individuals at this level display initiative and judgement in planning, organising, implementing and monitoring their own workload and the workload of others. They use communication skills to support individuals and teams to meet organisational or enterprise requirements.

They may plan, design, apply and evaluate solutions to unpredictable problems, and identify, analyse and synthesise information from a variety of sources.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

6 core units plus

6 elective units, of which:

4 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selected from a Certificate IV or above, from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBCMM511 Communicate with influence

BSBCRT511 Develop critical thinking in others

BSBLDR523 Lead and manage effective workplace relationships

BSBOPS502 Manage business operational plans

BSBPEF502 Develop and use emotional intelligence

BSBTWK502 Manage team effectiveness

Elective units

BSBCMM412 Lead difficult conversations

BSBCRT512 Originate and develop concepts

BSBFIN501 Manage budgets and financial plans

BSBFIN502 Manage financial compliance

BSBHRM522 Manage employee and industrial relations

BSBHRM524 Coordinate workforce plan implementation

BSBHRM531 Coordinate health and wellness programs

BSBLDR521 Lead the development of diverse workforces

BSBLDR522 Manage people performance

BSBOPS407X Support organisational response to disruption

BSBOPS501 Manage business resources

BSBOPS503 Develop administrative systems

BSBOPS504 Manage business risk

BSBOPS505 Manage organisational customer service

BSBOPS506X Plan for organisational disruption

BSBOPS507X Manage organisational response to disruption

BSBPEF501 Manage personal and professional development

BSBSTR501 Establish innovative work environments

BSBSTR502 Facilitate continuous improvement

BSBSTR503 Develop organisational policy

BSBSUS511 Develop workplace policies and procedures for sustainability

BSBTWK501 Lead diversity and inclusion

BSBTWK503 Manage meetings

BSBWHS432X Contribute to organisational mental health response in the context of disruptive events

BSBWHS521 Ensure a safe workplace for a work area

BSBXBD501 Develop big data strategy

BSBXCM501 Lead communication in the workplace

BSBXDB501 Support staff members with disability in the workplace

BSBXDB502 Adapt organisations to enhance accessibility for people with disability

SIRXOSM007 Manage risk to organisational reputation in an online setting

Qualification Mapping Information

Supersedes and is equivalent to BSB51918 Diploma of Leadership and Management.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB50520 Diploma of Library and Information Services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals with a sound theoretical knowledge base in library and information services, who use a range of specialised technical competencies to plan, carry out and evaluate their own work or the work of a team. They may help people locate information, undertake research, as well as analyse and communicate information, ideas and concepts at a complex level. They may provide leadership and guidance to others and have some responsibility for the output of others. The job roles that relate to this qualification may include Library Technician and Research Assistant.

To meet accreditation requirements for the Australian Library and Information Association (ALIA) as a Library Technician, the candidate must have completed at least 70 hours of work placement as detailed in the Assessment Requirements of units of competency.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 16

4 core units plus

12 elective units, of which:

7 elective units must be selected from Group A

1 elective unit must be selected from Group B

2 elective units must be selected from Group C

for the remaining 2 elective units:

up to 2 units may be selected from Groups A, B and C

if not listed, up to 2 units may be selected from a Certificate IV, Diploma or Advanced Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBINS407 Consolidate and maintain library industry knowledge

BSBINS503 Monitor compliance with copyright and licence requirements

BSBINS602 Extend own information literacy skills to locate information

ICTSAS432 Identify and resolve client ICT problems

Elective units

Group A – Library Services

BSBINS403 Obtain information from external and networked sources

BSBINS404 Search library and information databases

BSBINS504 Maintain digital repositories

BSBINS506 Implement lending and borrowing processes for collections

BSBINS507 Use advanced functions of integrated library management systems

BSBINS508 Research and analyse information to meet library customer needs

BSBINS509 Promote literature and reading

BSBINS510 Develop community and stakeholder relationships in a library environment

BSBINS511 Develop and promote library activities, events and public programs

BSBINS516 Undertake cataloguing activities

BSBINS604 Contribute to collection management

Group B – Information Services Skills

BSBINS501 Implement information and knowledge management systems

BSBINS502 Coordinate data management

BSBINS505 Provide subject access and classify material

BSBINS512 Monitor business records systems

BSBINS513 Contribute to records management framework

BSBINS514 Contribute to records retention and disposal schedule

BSBINS515 Participate in archiving activities

BSBINS601 Manage knowledge and information

BSBINS603 Initiate and lead applied research

CUAPRE401 Implement preventative conservation activities

CUACNM601 Manage collection maintenance and preservation procedures

Group C – Transferable Skills

BSBCMM411 Make presentations

BSBDAT501 Analyse data

BSBLDR414 Lead team effectiveness

BSBOPS304 Deliver and monitor a service to customers

BSBOPS404 Implement customer service strategies

BSBOPS503 Develop administrative systems

BSBPEF501 Manage personal and professional development

BSBPMG430 Undertake project work

BSBTEC403 Apply digital solutions to work processes

BSBTEC405 Review and maintain organisation’s digital presence

BSBWHS411 Implement and monitor WHS policies, procedures and programs

BSBWRT411 Write complex documents

BSBXCS402 Promote workplace cyber security awareness and best practices

TAEDEL301 Provide work skill instruction

TAEDEL401 Plan, organise and deliver group-based learning

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB52115 Diploma of Library and Information Services.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB50620 Diploma of Marketing and Communication

Modification History

Release	Comments
Release 2	This version first released with BSB Business Services Training Package Version 8.0. Entry requirements amended to allow learners who have completed BSB42415 Certificate IV in Marketing and Communication, to enrol into this qualification.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who use a sound theoretical knowledge base in marketing and communication and who demonstrate a range of skills to ensure that functions are effectively conducted in an organisation or business area. Typically, the individuals would have responsibility for the work of other staff and lead teams.

This qualification applies to individuals in full-time marketing roles, as well as those who are responsible for an organisation’s marketing in addition to other duties.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed BSB42415 Certificate IV in Marketing and Communication

or

Have completed the following units (or equivalent competencies): BSBCMM411 Make presentations; BSBCRT412 Articulate, present and debate ideas; BSBMKG433 Undertake marketing activities; BSBMKG435 Analyse consumer behaviour; BSBMKG439 Develop and apply knowledge of communications industry; and BSBWRT411 Write complex documents. Equivalent competencies are predecessors to these units, which have been mapped as equivalent.

or

Have two years equivalent full-time relevant work experience.

Packaging Rules

Total number of units = 12

5 core units plus

7 elective units, of which:

3 elective units must be selected from Group A

2 elective units must be selected from Group B

for the remaining 2 elective units:

up to 2 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate IV, Diploma or Advanced Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBMKG541 Identify and evaluate marketing opportunities

BSBMKG542 Establish and monitor the marketing mix

BSBMKG552 Design and develop marketing communication plans

BSBMKG555 Write persuasive copy

BSBPMG430 Undertake project work

Elective units

Group A – Marketing

BSBMKG543 Plan and interpret market research

BSBMKG544 Plan and monitor direct marketing activities

BSBMKG545 Conduct marketing audits

BSBMKG546 Develop social media engagement plans

BSBMKG547 Develop strategies to monetise digital engagement

BSBMKG548 Forecast international market and business needs

BSBMKG549 Profile and analyse consumer behaviour for international markets

BSBMKG550 Promote products and services to international markets

BSBMKG551 Create multiplatform advertisements for mass media

BSBMKG553 Develop public relations campaigns

BSBMKG554 Plan and develop public relations publications

SIRXMKT006 Develop a social media strategy

SIRXMKT007 Develop a digital marketing plan

SIRXOSM007 Manage risk to organisational reputation in an online setting

Group B – Transferable Skills

BSBCMM511 Communicate with influence

BSBCRT512 Originate and develop concepts

BSBDAT501 Analyse data

BSBFIN501 Manage budgets and financial plans

BSBOPS504 Manage business risk

BSBOPS505 Manage organisational customer service

BSBPEF501 Manage personal and professional development

BSBSTR501 Establish innovative work environments

BSBTEC404 Use digital technologies to collaborate in a work environment

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB52415 Diploma of Marketing and Communication.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB50720 Diploma of Paralegal Services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who possess a sound theoretical knowledge base and use a range of specialised, technical or managerial competencies to plan and carry out work in a legal context in accordance with legislation, regulations and codes of practice relevant to the different jurisdictions. The job roles that relate to this qualification may include Paralegal.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed the following units (or equivalent competencies): BSBLEG314 Protect information in a legal services environment; BSBLEG423 Conduct simple legal research; and BSBLEG424 Support the drafting of complex legal documents. Equivalent competencies are predecessors to these units, which have been mapped as equivalent.

or

Have two years equivalent full-time relevant work experience.

Packaging Rules

Total number of units = 12

5 core units plus

7 elective units, of which:

3 elective units must be selected from Group A

2 elective units must be selected from Group B

for the remaining 2 elective units:

up to 2 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate IV, Diploma or Advanced Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBLEG421 Apply understanding of the Australian legal system

BSBLEG422 Maintain a file in a legal services environment

BSBLEG521 Conduct and apply legal research

BSBLEG534 Take instructions in a legal services environment

BSBWRT411 Write complex documents

Elective units

Group A – Legal Services

BSBLEG425 Apply principles of legal project management

BSBLEG522 Apply legal principles in contract law matters

BSBLEG523 Apply legal principles in tort law matters

BSBLEG524 Apply principles of evidence law in matters under litigation

BSBLEG525 Apply legal principles in intellectual property law matters

BSBLEG526 Apply legal principles in criminal law matters

BSBLEG527 Apply legal principles in family law matters

BSBLEG528 Apply legal principles in property law matters

BSBLEG529 Apply legal principles in corporation law matters

BSBLEG530 Apply legal principles in wills and probate matters

BSBLEG531 Apply legal principles in administrative law matters

BSBLEG532 Assist with court procedure

BSBLEG533 Support alternative dispute resolution processes

Group B – Transferable Skills

BSBCMM511 Communicate with influence

BSBCRT511 Develop critical thinking in others

BSBDAT501 Analyse data

BSBOPS403 Apply business risk management processes

BSBPEF501 Manage personal and professional development

BSBTWK401 Build and maintain business relationships

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB52215 Diploma of Legal Services.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB50820 Diploma of Project Management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who apply project management skills and knowledge in a variety of contexts, across a number of industry sectors. The job roles that relate to this qualification may include Project Manager and Project Team Leader.

Individuals in these roles have project leadership and management roles and are responsible for achieving project objectives. They possess a sound theoretical knowledge base and use a range of specialised, technical and managerial competencies to initiate, plan, execute and evaluate their own work and/or the work of others.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

8 core units plus

4 elective units, of which:

2 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selected from a Diploma or above, from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Chosen elective units must not include BSBPMG430 Undertake project work.

Core units

BSBPMG530 Manage project scope

BSBPMG531 Manage project time

BSBPMG532 Manage project quality

BSBPMG533 Manage project cost

BSBPMG534 Manage project human resources

BSBPMG535 Manage project information and communication

BSBPMG536 Manage project risk

BSBPMG540 Manage project integration

Elective units

BSBAUD514 Interpret compliance requirements

BSBCMM511 Communicate with influence

BSBCRT511 Develop critical thinking in others

BSBDAT501 Analyse data

BSBINS501 Implement information and knowledge management systems

BSBLDR522 Manage people performance

BSBLDR601 Lead and manage organisational change

BSBOPS501 Manage business resources

BSBPEF501 Manage personal and professional development

BSBPMG537 Manage project procurement

BSBPMG538 Manage project stakeholder engagement

BSBPMG539 Manage project governance

BSBPMG541 Manage complex projects

BSBSTR501 Establish innovative work environments

BSBSTR502 Facilitate continuous improvement

BSBSUS511 Develop workplace policies and procedures for sustainability

BSBTWK502 Manage team effectiveness

BSBWHS521 Ensure a safe workplace for a work area

ICTICT517 Match ICT needs with the strategic direction of the organisation

ICTICT526 Verify client business requirements

MSS015022 Develop strategies for more sustainable use of resources

PSPETH003 Promote the values and ethos of public service

Qualification Mapping Information

Supersedes and is equivalent to BSB51415 Diploma of Project Management.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB50920 Diploma of Quality Auditing

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1 The following elective unit of competency has been deleted as directed by AISC: MSS014013 Contribute to sustainability related audits. The above training product was identified as having zero enrolments over a three year period.

Qualification Description

This qualification reflects the role of individuals who possess a sound theoretical knowledge base in quality auditing and use a range of specialised, technical or managerial competencies to plan, carry out and evaluate their own work or the work of an audit team. The job roles that relate to this qualification may include Lead Auditor and Quality Assurance Manager.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 12

4 core units plus

8 elective units, of which:

2 elective units must be selected from Group A

2 elective units must be selected from Group B

for the remaining 4 elective units:

up to 4 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Certificate IV from this or any other currently endorsed Training Package qualification or accredited course

if not listed, up to 4 units may be selected from a Diploma or Advanced Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBAUD411 Participate in quality audits

BSBAUD511 Initiate quality audits

BSBAUD512 Lead quality audits

BSBAUD513 Report on quality audits

Elective units

Group A – Audit and Compliance

BSBAUD412 Work within compliance frameworks

BSBAUD514 Interpret compliance requirements

BSBAUD515 Evaluate and review compliance

BSBAUD516 Develop and monitor processes for the management of breaches in compliance requirements

BSBAUD601 Establish and manage compliance management systems

Group B – Transferable Skills

BSBCMM511 Communicate with influence

BSBCRT511 Develop critical thinking in others

BSBDAT501 Analyse data

BSBINS501 Implement information and knowledge management systems

BSBINS502 Coordinate data management

BSBLDR522 Manage people performance

BSBOPS504 Manage business risk

BSBPEF501 Manage personal and professional development

BSBPMG532 Manage project quality

BSBSTR502 Facilitate continuous improvement

BSBSUS511 Develop workplace policies and procedures for sustainability

BSBTWK502 Manage team effectiveness

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB51615 Diploma of Quality Auditing.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB51319 Diploma of Work Health and Safety

Modification History

Release	Comments
Release 3	This version released with BSB Business Services Training Package Version 7.0. Updated superseded elective units.
Release 2	This version first released with BSB Business Services Training Package Version 6.0. Version created to resolve error in unit grid.
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Qualification Description

This qualification reflects the role of individuals coordinating and maintaining the work health and safety (WHS) program in an organisation. The qualification applies to supervisors and managers who apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts.

Licensing/Regulatory Information

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

Entry Requirements

All BSB41419 Certificate IV in Work Health and Safety core units or equivalent competencies. Equivalent competencies are predecessors to the following units which have been mapped as equivalent.

BSBWHS412 Assist with workplace compliance with WHS laws

BSBWHS413 Contribute to implementation and maintenance of WHS consultation and participation processes

BSBWHS414 Contribute to WHS risk management

BSBWHS415 Contribute to implementing WHS management systems

BSBWHS416 Contribute to workplace incident response.

Packaging Rules

Total number of units = 10

5 core units plus

5 elective units, of which:

at least 3 units must be from Group A below

the remaining 2 units may be selected from Group A and/or Group B or from a Certificate IV, Diploma or Advanced Diploma, from any currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the Australian Qualifications Framework (AQF) alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBWHS513 Lead WHS risk management

BSBWHS515 Lead initial response to and investigate WHS incidents

BSBWHS516 Contribute to developing, implementing and maintaining an organisation’s WHS management system

BSBWHS519 Lead the development and use of WHS risk management tools

BSBWHS522 Manage WHS consultation and participation processes

Elective units

Group A

BSBWHS512 Contribute to managing work-related psychological health and safety

BSBWHS514 Manage WHS compliance of contractors

BSBWHS517 Contribute to managing a WHS information system

BSBWHS518 Manage WHS hazards associated with maintenance and use of plant

BSBWHS520 Manage implementation of emergency procedures

BSBWHS531 Implement and evaluate system of work for managing hazardous chemicals

Group B

BSBCMM511 Communicate with influence

BSBDAT501 Analyse data

BSBHRM530 Coordinate rehabilitation and return to work programs

BSBLDR522 Manage people performance

BSBLDR601 Lead and manage organisational change

BSBPEF502 Develop and use emotional intelligence

BSBSTR502 Facilitate continuous improvement

BSBSUS511 Develop workplace policies and procedures for sustainability

BSBTWK502 Manage team effectiveness

BSBWHS521 Ensure a safe workplace for a work area

TAEDEL401 Plan, organise and deliver group-based learning

Qualification Mapping Information

Supersedes and is equivalent to BSB51315 Diploma of Work Health and Safety.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB60120 Advanced Diploma of Business

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals in a variety of Business Services job roles. These individuals may have general management accountabilities.

Individuals in these roles carry out complex tasks in a specialist field of expertise. They may undertake technical research and analysis, and will often contribute to setting the strategic direction for a work area.

The qualification is suited to individuals who are responsible for the supervision and leadership of a team or work area (including by managing staff performance and making staffing decisions).

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed a Diploma or Advanced Diploma from the BSB Training Package (current or superseded equivalent versions).

or

Have two years equivalent full-time relevant workplace experience in an operational or leadership role in an enterprise.

Packaging Rules

Total number of units = 10

5 core units plus

5 elective units, of which:

3 elective units must be selected from elective Group A

for the remaining 2 units:

up to 2 elective units may be selected from elective Groups A and B

if not listed, up to 2 elective units may be selected from a Diploma or Advanced Diploma, from any currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBCRT611 Apply critical thinking for complex problem solving

BSBFIN601 Manage organisational finances

BSBOPS601 Develop and implement business plans

BSBSUS601 Lead corporate social responsibility

BSBTEC601 Review organisational digital strategy

Elective units

Group A

BSBHRM614 Contribute to strategic workforce planning

BSBINS601 Manage knowledge and information

BSBLDR601 Lead and manage organisational change

BSBSTR601 Manage innovation and continuous improvement

BSBSTR602 Develop organisational strategies

BSBSTR603 Develop business continuity plans

BSBTWK601 Develop and maintain strategic business networks

BSBWHS521 Ensure a safe workplace for a work area

BSBXDB501 Support staff members with disability in the workplace

Group B

BSBAUD515 Evaluate and review compliance

BSBAUD516 Develop and monitor processes for the management of breaches in compliance requirements

BSBAUD601 Establish and manage compliance management systems

BSBCMM511 Communicate with influence

BSBCRT511 Develop critical thinking in others

BSBFIN501 Manage budgets and financial plans

BSBFIN801 Lead financial strategy development

BSBHRM522 Manage employee and industrial relations

BSBHRM613 Contribute to the development of learning and development strategies

BSBINS513 Contribute to records management framework

BSBLDR602 Provide leadership across the organisation

BSBOPS504 Manage business risk

BSBOPS505 Manage organisational customer service

BSBOPS602 Monitor corporate governance activities

BSBPEF501 Manage personal and professional development

BSBPMG530 Manage project scope

BSBPMG631 Manage program delivery

BSBPMG634 Facilitate stakeholder engagement

BSBPRC505 Manage ethical procurement strategy

BSBSTR801 Lead innovative thinking and practice

BSBSTR802 Lead strategic planning processes for an organisation

BSBSUS511 Develop workplace policies and procedures for sustainability

BSBTEC501 Develop and implement an e-commerce strategy

BSBXCM501 Lead communication in the workplace

BSBXDB502 Adapt organisations to enhance accessibility for people with disability

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB60215 Advanced Diploma of Business.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB60220 Advanced Diploma of Conveyancing

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who are responsible for conveyancing work, team leadership and/or the management of a practice. These individuals may be a Licensed Conveyancer or Settlement Agent.

These individuals apply specialist skills and knowledge in a range of situations to deal with complex situations and issues. They work across a broad range of technical and management functions with accountability for personal outputs and may also be responsible for team outcomes.

Licensing/Regulatory Information

Conveyancing is a licensed occupation. Licensing regimes for conveyancers differ between States and Territories in Australia. Contact the relevant licensing body for advice to determine the most appropriate pathway to satisfy licensing requirements within a particular State or Territory.

Entry Requirements

Nil

Packaging Rules

Total number of units = 15

9 core units plus

6 elective units, of which:

3 elective units must be selected from Group A

1 elective unit must be selected from Group B

for the remaining 2 elective units:

up to 2 units may be selected from Groups A and B

if not listed, up to 2 units may be selected from a Diploma or Advanced Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBCNV511 Take instructions in relation to a conveyancing transaction

BSBCNV512 Finalise the conveyancing transaction

BSBCNV611 Interpret a legal document and provide advice in a conveyancing transaction

BSBCNV612 Identify and apply legal requirements for a conveyancing transaction

BSBCNV613 Prepare legal documents for a conveyancing transaction

BSBCNV614 Apply principles of trust accounting

BSBCNV615 Interpret search results for a conveyancing transaction

BSBCNV616 Comply with tax obligations in a conveyancing transaction

BSBLEG522 Apply legal principles in contract law matters

Elective units

Group A – Conveyancing

BSBLEG421 Apply understanding of the Australian legal system

BSBLEG523 Apply legal principles in tort law matters

BSBLEG528 Apply legal principles in property law matters

BSBLEG529 Apply legal principles in corporation law matters

FNSACC413 Make decisions in a legal context

FNSINC401 Apply principles of professional practice to work in the financial services industry

Group B – Transferable Skills

BSBAUD601 Establish and manage compliance management systems

BSBESB402 Establish legal and risk management requirements of new business ventures

BSBFIN501 Manage budgets and financial plans

BSBOPS504 Manage business risk

BSBPEF501 Manage personal and professional development

FNSORG601 Negotiate to achieve goals and manage disputes

FNSORG602 Develop and manage financial systems

FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulation

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to:

BSB52015 Diploma of Conveyancing

BSB61115 Advanced Diploma of Conveyancing.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB60320 Advanced Diploma of Human Resource Management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who provide leadership and support strategic direction in the human resources activities of an organisation. Their knowledge base may be highly specialised or broad within the human resources field. The job roles that relate to this qualification may include Human Resources Manager and Senior Human Resources Business Partner.

Responsibilities are likely to be determined at a workplace level. Some smaller organisations may require employees to work across all aspects of human resources. In larger organisations, individuals may manage a single human resources function.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed one of the following qualifications: BSB50320 Diploma of Human Resource Management; or BSB50618 Diploma of Human Resources Management (or a superseded equivalent version).

or

Have four years equivalent full-time relevant work experience.

Packaging Rules

Total number of units = 10

6 core units plus

4 elective units, of which:

3 elective units must be selected from the elective units listed below

for the remaining 1 elective unit:

up to 1 unit may be selected from the elective units listed below

if not listed, 1 unit may be selected from a Diploma or Advanced Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBCRT611 Apply critical thinking for complex problem solving

BSBFIN601 Manage organisational finances

BSBHRM611 Contribute to organisational performance development

BSBHRM612 Contribute to the development of employee and industrial relations strategies

BSBHRM614 Contribute to strategic workforce planning

BSBLDR601 Lead and manage organisational change

Elective units

BSBHRM613 Contribute to the development of learning and development strategies

BSBHRM615 Contribute to the development of diversity and inclusion strategies

BSBLDR602 Provide leadership across the organisation

BSBOPS504 Manage business risk

BSBOPS601 Develop and implement business plans

BSBSTR601 Manage innovation and continuous improvement

BSBTEC601 Review organisational digital strategy

BSBTWK601 Develop and maintain strategic business networks

BSBWHS521 Ensure a safe workplace for a work area

BSBXDB502 Adapt organisations to enhance accessibility for people with disability

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB60915 Advanced Diploma of Management (Human Resources).

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB60420 Advanced Diploma of Leadership and Management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who apply specialised knowledge and skills, together with experience in leadership and management, across a range of enterprise and industry contexts.

Individuals at this level use initiative and judgement to plan and implement a range of leadership and management functions, with accountability for personal and team outcomes within broad parameters.

They use cognitive and communication skills to identify, analyse and synthesise information from a variety of sources and transfer their knowledge to others, and creative or conceptual skills to express ideas and perspectives or respond to complex problems.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed a Diploma or Advanced Diploma from the BSB Training Package (current or superseded equivalent versions).

or

Have two years equivalent full-time relevant workplace experience in an operational or leadership role in an enterprise.

Packaging Rules

Total number of units = 10

5 core units plus

5 elective units, of which:

3 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selected from an Advanced Diploma or above, from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBCRT611 Apply critical thinking for complex problem solving

BSBLDR601 Lead and manage organisational change

BSBLDR602 Provide leadership across the organisation

BSBOPS601 Develop and implement business plans

BSBSTR601 Manage innovation and continuous improvement

Elective units

BSBCMM511 Communicate with influence

BSBCRT511 Develop critical thinking in others

BSBHRM613 Contribute to the development of learning and development strategies

BSBHRM614 Contribute to strategic workforce planning

BSBHRM615 Contribute to the development of diversity and inclusion strategies

BSBPEF501 Manage personal and professional development

BSBPMG633 Provide leadership for the program

BSBPMG637 Engage in collaborative alliances

BSBSTR602 Develop organisational strategies

BSBSTR801 Lead innovative thinking and practice

BSBSTR802 Lead strategic planning processes for an organisation

BSBSUS601 Lead corporate social responsibility

BSBTEC601 Review organisational digital strategy

BSBXCM501 Lead communication in the workplace

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB61015 Advanced Diploma of Leadership and Management.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB60520 Advanced Diploma of Marketing and Communication

Modification History

Release	Comments
Release 2	This version first released with BSB Business Services Training Package Version 8.0. Entry requirements amended to allow learners who have completed BSB52415 Diploma of Marketing and Communication, to enrol into this qualification.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who provide leadership and support strategic direction in the marketing and communications activities of an organisation. Their knowledge base may be highly specialised or broad within the marketing and communications field. Typically, they are accountable for group outcomes and the overall performance of the marketing and communication, advertising or public relations functions of an organisation.

This qualification applies to individuals in full-time marketing roles, as well as those who are responsible for an organisation’s marketing in addition to other duties.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed BSB52415 Diploma of Marketing and Communication

or

Have completed the following units (or equivalent competencies): BSBMKG541 Identify and evaluate marketing opportunities; BSBMKG542 Establish and monitor the marketing mix; BSBMKG552 Design and develop marketing communication plans; BSBMKG555 Write persuasive copy; and BSBPMG430 Undertake project work. Equivalent competencies are predecessors to these units, which have been mapped as equivalent.

or

Have four years equivalent full-time relevant work experience.

Packaging Rules

Total number of units = 12

4 core units plus

8 elective units, of which:

2 elective units must be selected from Group A

3 elective units must be selected from Group B

for the remaining 3 elective units:

up to 3 units may be selected from Groups A and B

if not listed, up to 3 units may be selected from a Diploma or above from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBMKG621 Develop organisational marketing strategy

BSBMKG622 Manage organisational marketing processes

BSBMKG623 Develop marketing plans

BSBTWK601 Develop and maintain strategic business networks

Elective units

Group A – Marketing

BSBMKG624 Manage market research

BSBMKG625 Implement and manage international marketing programs

BSBMKG626 Develop advertising campaigns

BSBMKG627 Execute advertising campaigns

BSBMKG628 Lead organisational public relations

Group B – Transferable Skills

BSBCRT512 Originate and develop concepts

BSBCRT611 Apply critical thinking for complex problem solving

BSBFIN501 Manage budgets and financial plans

BSBLDR601 Lead and manage organisational change

BSBOPS601 Develop and implement business plans

BSBSTR601 Manage innovation and continuous improvement

BSBTEC601 Review organisational digital strategy

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB61315 Advanced Diploma of Marketing and Communication.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB60619 Advanced Diploma of Work Health and Safety

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 7.0. Updated superseded elective units.
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Qualification Description

This qualification reflects the role of individuals who apply advanced practical knowledge and skills to coordinate, facilitate and maintain a work health and safety (WHS) program. It is suited to those who possess significant work health and safety skills and knowledge; and wish to consolidate and build pathways to further educational and/or employment opportunities.

Licensing/Regulatory Information

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

Entry Requirements

All BSB51319 Diploma of Work Health and Safety core units or equivalent competencies. Equivalent competencies are predecessors to four of the following units, which have been mapped as equivalent. Note: BSBWHS519 is new to the core of the Diploma, equivalent to its previous version, and a requirement for entry into the Advanced Diploma.

BSBWHS513 Lead WHS risk management

BSBWHS515 Lead initial response to and investigate WHS incidents

BSBWHS516 Contribute to developing, implementing and maintaining an organisation’s WHS management system

BSBWHS519 Lead the development and use of WHS risk management tools

BSBWHS522 Manage WHS consultation and participation processes.

Packaging Rules

Total number of units = 11

5 core units plus

6 elective units, of which:

at least 3 elective units must be from Group A

for the remaining 3 units:

up to 3 units may be selected from Group B

if not listed, 1 unit may be selected from a Diploma or Advanced Diploma from any currently endorsed Training Package or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the Australian Qualifications Framework (AQF) alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBWHS612 Develop and implement a strategy to support a positive WHS culture

BSBWHS613 Evaluate the WHS performance of an organisation

BSBWHS614 Conduct a WHS audit under the guidance of a lead auditor

BSBWHS616 Apply safe design principles to control WHS risks

BSBWHS617 Apply ergonomics to manage WHS risks

Elective units

Group A

BSBAUD601 Establish and manage compliance management systems

BSBLDR602 Provide leadership across the organisation

BSBWHS611 Develop and implement strategies that support work-related psychological health and safety

BSBWHS631 Apply occupational hygiene principles to manage WHS risks

Group B

BSBINS601 Manage knowledge and information

BSBLDR601 Lead and manage organisational change

BSBPEF502 Develop and use emotional intelligence

BSBPMG530 Manage project scope

BSBPMG634 Facilitate stakeholder engagement

BSBSTR601 Manage innovation and continuous improvement

BSBSTR602 Develop organisational strategies

TAEDES501 Design and develop learning strategies

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to BSB60615 Advanced Diploma of Work Health and Safety.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB60720 Advanced Diploma of Program Management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who apply specialised knowledge and skills, together with experience in program management across a range of enterprise and industry contexts. The job roles that relate to this qualification include Program Manager.

Individuals in these roles are responsible for managing or directing a program to achieve organisational objectives. A program is defined as a set of interrelated projects, each of which has a project manager.

Individuals at this level use initiative and judgement to direct, plan, and lead a range of program functions, with accountability for personal and team outcomes within broad parameters. They use cognitive and communication skills to identify, analyse and synthesise information from a variety of sources and transfer their knowledge to others, and creative or conceptual skills to express ideas and perspectives or respond to complex problems.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed one of the following qualifications: BSB50820 Diploma of Project Management; or BSB51415 Diploma of Project Management (or a superseded equivalent version).

or

Have completed two years equivalent full-time relevant workplace experience at a significant level within a project or program environment within an enterprise.

Packaging Rules

Total number of units = 12

4 core units plus

8 elective units, of which:

6 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selective from an Advanced Diploma or above, from this or any other currently endorsed Training Package qualification or accredited course

if not listed, 1 unit may be selected from a Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBPMG630 Enable program execution

BSBPMG634 Facilitate stakeholder engagement

BSBPMG635 Implement program governance

BSBPMG636 Manage benefits

Elective units

AHCBUS615 Implement a monitoring, evaluation and reporting program

BSBAUD601 Establish and manage compliance management systems

BSBCRT611 Apply critical thinking for complex problem solving

BSBFIN601 Manage organisational finances

BSBINS601 Manage knowledge and information

BSBLDR601 Lead and manage organisational change

BSBPEF502 Develop and use emotional intelligence

BSBPMG631 Manage program delivery

BSBPMG632 Manage program risk

BSBPMG633 Provide leadership for the program

BSBPMG637 Engage in collaborative alliances

BSBSTR601 Manage innovation and continuous improvement

BSBSUS601 Lead corporate social responsibility

ICTICT612 Develop contracts and manage contract performance

ICTICT616 Develop communities of practice

PSPMGT006 Develop a business case

Qualification Mapping Information

Supersedes and is equivalent to BSB61218 Advanced Diploma of Program Management.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB80120 Graduate Diploma of Management (Learning)

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who apply highly specialised knowledge and skills in the field of organisational learning and capability development. Individuals in these roles generate and evaluate complex ideas. They also initiate, design and execute major learning and development functions within an organisation. Typically, they would have full responsibility and accountability for the personal output and work of others.

This qualification may apply to leaders and managers in an organisation where learning is used to build organisational capability. The job roles that relate to this qualification may also include RTO Manager and RTO Director.

Licensing/Regulatory Information

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

Entry Requirements

Nil

Packaging Rules

Total number of units = 8

3 core units plus

5 elective units, of which:

3 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selected from an Advanced Diploma, Graduate Certificate or Graduate Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBHRM613 Contribute to the development of learning and development strategies

BSBLDR811 Lead strategic transformation

TAELED803 Implement improved learning practice

Elective units

BSBCRT611 Apply critical thinking for complex problem solving

BSBFIN801 Lead financial strategy development

BSBHRM611 Contribute to organisational performance development

BSBINS603 Initiate and lead applied research

BSBLDR601 Lead and manage organisational change

BSBLDR812 Develop and cultivate collaborative partnerships and relationships

BSBOPS601 Develop and implement business plans

BSBSTR801 Lead innovative thinking and practice

PSPMGT012 Facilitate knowledge management

TAELED804 Review enterprise e-learning systems and solutions implementation

Qualification Mapping Information

No equivalent qualification. Supersedes but is not equivalent to:

BSB80515 Graduate Certificate in Management (Learning)

BSB80615 Graduate Diploma of Management (Learning).

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB80220 Graduate Diploma of Portfolio Management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who apply advanced knowledge and skills in a range of strategic portfolio management roles. The job roles that relate to this qualification may include Portfolio Manager.

Individuals in these roles have full responsibility and accountability for personal outputs and for the work or function of others. Individuals at this level make high-level autonomous decisions and use initiative and judgement to plan and implement a range of project, program and portfolio management functions in varied contexts.

They use cognitive and creative skills to review, critically analyse, consolidate and synthesise knowledge, in order to generate ideas and provide solutions to complex problems. They use communication skills to demonstrate their understanding of theoretical concepts and to transfer knowledge and ideas to others.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed a Diploma or Advanced Diploma qualification in related fields of study and 3 years equivalent full-time relevant workplace experience at a significant level of project or program leadership and management responsibility and/or complexity in an enterprise.

or

Have completed a Bachelor degree in related fields of study and 2 years equivalent full-time relevant workplace experience at a significant level of project or program leadership and management responsibility and/or complexity in an enterprise.

or

Have five years equivalent full-time relevant workplace experience at a significant level of leadership and management responsibility and/or complexity in an enterprise.

Packaging Rules

Total number of units = 8

4 core units plus

4 elective units, of which:

2 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selected from a Graduate Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBPMG810 Prioritise projects and programs

BSBPMG811 Select and balance the portfolio

BSBPMG812 Manage and review portfolio performance

BSBPMG813 Govern the portfolio

Elective units

BSBFIN801 Lead financial strategy development

BSBLDR811 Lead strategic transformation

BSBLDR812 Develop and cultivate collaborative partnerships and relationships

BSBLDR813 Lead and influence ethical practice

BSBPMG814 Lead the portfolio

BSBPMG815 Manage portfolio communications and change

BSBPMG816 Manage portfolio resources

BSBPMG817 Manage portfolio risk

BSBSTR801 Lead innovative thinking and practice

Qualification Mapping Information

Supersedes and is equivalent to BSB80415 Graduate Diploma of Portfolio Management.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSB80320 Graduate Diploma of Strategic Leadership

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Qualification Description

This qualification reflects the role of individuals who apply advanced knowledge and skills in a range of strategic leadership and management roles.

Individuals at this level make high level autonomous decisions and use initiative and judgement to plan and implement a range of leadership and management functions in varied contexts. They have full responsibility and accountability for personal outputs and for the work or function of others.

They use cognitive and creative skills to review, critically analyse, consolidate and synthesise knowledge, in order to generate ideas and provide solutions to complex problems. They use communication skills to demonstrate their understanding of theoretical concepts and to transfer knowledge and ideas to others.

Licensing/Regulatory Information

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

Entry Requirements

Entry to this qualification is limited to those who:

Have completed a Diploma or Advanced Diploma qualification in related fields of study and 3 years equivalent full-time relevant workplace experience at a significant level of leadership and management responsibility and/or complexity in an enterprise.

or

Have completed a Bachelor degree in related fields of study and 2 years equivalent full-time relevant workplace experience at a significant level of leadership and management responsibility and/or complexity in an enterprise.

or

Have five years equivalent full-time relevant workplace experience at a significant level of leadership and management responsibility and/or complexity in an enterprise.

Packaging Rules

Total number of units = 8

2 core units plus

6 elective units, of which:

4 elective units must be selected from the elective units listed below

for the remaining 2 elective units:

up to 2 units may be selected from the elective units listed below

if not listed, up to 2 units may be selected from a Graduate Diploma from this or any other currently endorsed Training Package qualification or accredited course.

Elective units must be relevant to the work environment and the qualification, maintain the integrity of the AQF alignment and contribute to a valid, industry-supported vocational outcome.

Core units

BSBLDR811 Lead strategic transformation

BSBSTR802 Lead strategic planning processes for an organisation

Elective units

BSBFIN801 Lead financial strategy development

BSBHRM615 Contribute to the development of diversity and inclusion strategies

BSBINS603 Initiate and lead applied research

BSBLDR812 Develop and cultivate collaborative partnerships and relationships

BSBLDR813 Lead and influence ethical practice

BSBPMG810 Prioritise projects and programs

BSBPMG814 Lead the portfolio

BSBSTR801 Lead innovative thinking and practice

BSBSTR803 Establish business continuity management strategies

BSBTEC601 Review organisational digital strategy

Qualification Mapping Information

Supersedes and is equivalent to BSB80215 Graduate Diploma of Strategic Leadership.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSS00130 Workplace Cyber Security Foundations Skill Set

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created skill set.

Description

This skill set addresses the skills and knowledge required to protect personal and workplace data and identify cyber security threats and risks across a broad range of industries.

Pathways Information

The units provide credit towards BSB30120 Certificate III in Business and other qualifications that allow for selection of these units.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBXCS302 Identify and report online security threats

BSBXCS304 Apply cyber hygiene best practices

BSBXCS305 Identify and assess cyber security insider threats and risks

BSBXCS306 Apply own techniques to prevent cyber security insider threats

Target Group

This skill set is for individuals who work in a broad range of industries and who as part of their job role are required to protect their own data and identify cyber threats and risks in the workplace.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for those required to protect their own personal and workplace data and identify cyber security threats and risks in the workplace.

BSBSS00131 Workplace Cyber Security Threat and Risk Prevention Skill Set

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created skill set.

Description

This skill set addresses the skills and knowledge required to develop and implement policies and procedures to protect organisations in a broad range of industries against cyber security threats and risks.

Pathways Information

The units provide credit towards BSB40520 Certificate IV in Leadership and Management and other qualifications that allow for selection of these units.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBXCS406 Develop cyber security insider threat and risk response plans

BSBXCS407 Develop cyber hygiene best practice plan

BSBXCS408 Develop employee cyber security risk profiles

BSBXCS409 Plan and implement organisational cyber security insider threat prevention strategies

Target Group

This skill set is for individuals who work in a broad range of industries and who, as part of their job role, are required to develop and implement policies and procedures to protect an organisation against cyber security threats and risks.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements to develop and implement policies and procedures to protect an organisation against cyber security threats and risks in a variety of contexts.

BSBSS00132 Organisational Disruption Management Skill Set

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created skill set.

Description

This skill set addresses the skills and knowledge required to plan for and manage an organisation or work area in the context of organisational disruption.

Pathways Information

The units provide credit towards BSB40320 Certificate IV in Entrepreneurship and New Business, BSB50420 Diploma of Leadership and Management, and other qualifications that allow for selection of these units.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBOPS506X Plan for organisational disruption

BSBOPS507X Manage organisational response to disruption

BSBWHS432X Contribute to organisational mental health response in the context of disruptive events

Target Group

This skill set is for individuals who work in variety of industries and work contexts who have managerial responsibilities.

Suggested words for Statement of Attainment

These units of competency from the BSB Training Package meet industry requirements to plan for and manage organisational disruption in a variety of contexts.

BSBSS00133 Organisational Disruption Support Skill Set

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created skill set.

Description

This skill set addresses the skills and knowledge required to support an organisation or work area in the context of organisational disruption.

Pathways Information

The units provide credit towards BSB40320 Certificate IV in Entrepreneurship and New Business, BSB40520 Certificate IV in Leadership and Management, BSB50420 Diploma of Leadership and Management and other qualifications that allow for selection of these unit.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBOPS407X Support organisational response to disruption

BSBWHS432X Contribute to organisational mental health response in the context of disruptive events

Target Group

This skill set is for individuals who work in variety of industries and work contexts, who have supervisory responsibilities and report directly to managerial level.

Suggested words for Statement of Attainment

These units of competency from the BSB Training Package meet industry requirements to support an organisation during disruption in a variety of contexts.

BSBSS00134 Aboriginal and Torres Strait Islander Governance Foundations Skill Set

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created skill set.

Description

This skill set addresses the foundational skills and knowledge required to support governance of Aboriginal and Torres Strait Islander organisations.

Pathways Information

The units provide credit towards BSB41021 Certificate IV in Aboriginal and Torres Strait Islander Governance and other qualifications that allow for selection of these units.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBFNG401 Plan and chair Aboriginal and Torres Strait Islander organisation’s board meetings

BSBFNG403 Participate as a board member of an Aboriginal and Torres Strait Islander organisation

BSBFNG406 Assist in developing and implementing Aboriginal and Torres Strait Islander organisational policies

BSBXCM401 Apply communication strategies in the workplace

Target Group

This skill set is for individuals who may work in Aboriginal and Torres Strait Islander organisations, who have managerial or board responsibilities.

Suggested words for Statement of Attainment

These units of competency from the BSB Training Package meet industry requirements to support governance of Aboriginal and Torres Strait Islander organisations in a variety of contexts.

BSBATSIM421 Support a positive and culturally appropriate workplace culture

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required by a board member to contribute to the development and maintenance of a positive and culturally appropriate workplace culture.

It applies to individuals responsible for monitoring and guiding the activities of Aboriginal and Torres Strait Islander organisations.

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

Unit Sector

Regulation, Licensing and Risk – ATSI Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1 Promote respect toward people in the workplace	1.1 Promote cultural views and values in workplace 1.2 Treat individuals and groups from different backgrounds, cultures and languages with respect and sensitivity 1.3 Identify and support positive qualities of people 1.4 Take impact of board decisions on human values into account when making decisions 1.5 Identify how past experiences may impact people’s behaviour, skills and knowledge
2 Provide support to others	2.1 Identify the knowledge, skills and experience of others 2.2 Share own knowledge and skills with others 2.3 Resolve issues in culturally appropriate and sensitive ways 2.4 Use active listening skills when communicating 2.5 Encourage others to take on new challenges 2.6 Demonstrate approachability and openness to suggestions
3 Promote an environment that encourages people to enhance their skills and knowledge	3.1 Support others to achieve work goals 3.2 Develop and apply strategies to recognise achievements 3.3 Support others to undertake relevant professional development
4 Encourage teamwork	4.1 Develop strategies supporting a team approach 4.2 Clearly outline expectations of team members 4.3 Develop and apply strategies that recognise individuals’ contributions to the team
5 Reduce potential for cross-cultural misunderstandings	5.1 Identify issues that may cause cross-cultural conflict or misunderstanding in workplace 5.2 Work with board members and manager to develop and implement strategies to reduce cross-cultural misunderstandings in workplace
6 Provide constructive feedback	6.1 Encourage provision of constructive feedback in workplace 6.2 Clarify with board members and management whose role it is to provide feedback to staff members about their performance 6.3 Provide feedback to people about their performance where appropriate

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	5.1	Interprets information from a range of sources to identify relevant and key information
Writing	1.1, 2.2, 3.2, 4.1-4.3, 5.2, 6.2, 6.3	Develops content that supports the purposes and format of the material using appropriate grammatical structure and clear and logical language Ensures vocabulary and conventions used are appropriate for target audience
Oral Communication	1.1-1.3, 2.1-2.6, 3.1,3.3, 4.2, 4.3, 5.1, 5.2, 6.1-6.3	Uses influential language, suitable vocabulary and tone, to enhance meaning and effectiveness in a culturally appropriate manner Uses active listening and questioning techniques to convey and clarify information
Interact with others	1.1-1.3, 1.5, 2.2, 2.5, 2.6, 3.1, 3.2, 4.1, 4.3, 5.2, 6.1-6.3	Recognises and values individual differences, seeking to better understand other perspectives and judging when it is appropriate to modify own behaviour to create stronger rapport Looks for the strengths in others and finds ways to work with and build on these, sharing own knowledge and experience freely Appreciates and is open to feedback from others Demonstrates an increasing awareness of interplay of factors involved in any group interaction
Get the work done	2.1, 2.3, 3.2, 4.1, 5.1	Develops plans to manage relatively complex, non-routine tasks with an awareness of how they may contribute to longer-term operational and strategic goals Considers whether and how others should be involved, often using consultative or collaborative processes as an integral part of decision-making When dealing with complex issues, may use intuition to identify the general problem, switching to analytical process to clarify goals and key issues and using lateral thinking processes to generate possible solutions

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBATSIM421 Support a positive and culturally appropriate workplace culture	BSBATSIM421A Support a positive and culturally appropriate workplace culture	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBATSIM421 Support a positive and culturally appropriate workplace culture

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

support others to achieve work goals

treat staff and colleagues with respect and sensitivity

communicate appropriately with people from a range of diverse backgrounds

employ strategies to encourage teamwork and reduce potential for cross-cultural misunderstandings.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain concept of community control of organisations and how it may impact day-to-day operations of the organisation

describe cultural context in which Aboriginal and Torres Strait Islander boards operate, including role in upholding traditional and cultural values and how that impacts the workplace environment

outline relevant equity and diversity principles

identify geographic, social, economic and political contexts in which particular organisations operate and how these may impact the workplace environment and culture

identify professional development options

list protocols and cultural responsibilities relevant to the role of a board member

explain respective roles and responsibilities of board members and the manager

describe strategies for active listening

describe strategies for giving and receiving feedback

outline strategies for managing disagreements and cross-cultural misunderstandings

explain teamwork theory and approaches.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the regulation, licensing and risk – ATSI governance field of work and include access to:

an actual or simulated board

examples of issues that arise in workplaces.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD411 Participate in quality audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prepare for and participate in quality audits as a member of a quality audit team. The types of audits may include internal or external systems audits, process audits or product/service audits. The process includes reviewing designated documentation; identifying and developing checklists and audit related documentation; preparing audit plans and evaluating information; and reporting findings to the lead auditor.

The unit applies to individuals with a broad knowledge of the quality auditing environment, who gather, analyse and evaluate information from a variety of sources and provide objective audit findings, to be included as part of the audit report.

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

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review own role and documentation	1.1 Review own role and responsibilities within quality audit team 1.2 Review previous quality audits and determine impact on conduct of current audit, where required 1.3 Source required organisational documentation from lead auditor, and check the adequacy of the documentation 1.4 Review documents, and determine and request further documentation required 1.5 Identify and resolve documentation issues with lead auditor and relevant stakeholders, within scope of own role 1.6 Identify aspects of the audit that require the use of specialists and refer to lead auditor
2. Participate in audit preparation	2.1 Access or prepare checklists, tools and audit related documentation 2.2 Confirm schedule and required resources with lead auditor 2.3 Prepare for possible issues and outline mitigation strategies 2.4 Confirm that preparation activities and documentation align with the audit plan with required personnel 2.5 Determine appropriate methods and techniques in consultation with auditing team 2.6 Create entry and exit meeting agendas according to organisational templates, and present to required audit team member, where required 2.7 Participate in entry meeting
3. Gather and analyse information	3.1 Access a range of sources of information relevant to task 3.2 Collect, and make an initial assessment of, documentation 3.3 Communicate with relevant parties in relation to documentation 3.4 Analyse patterns, trends, interrelationships and areas of risk, and communicate to team according to own role and responsibilities
4. Evaluate information	4.1 Evaluate information against prescribed benchmarks 4.2 Form an objective decision regarding the level of compliance found 4.3 Check decision is formed from and supported by available information
5. Report findings	5.1 Formulate findings and prepare recommendations on corrective actions if discrepancies or noncompliances are detected 5.2 Examine results and findings against audit objectives and present to lead auditor 5.3 Report recommendations for improvements to lead auditor according to agreed documentation
6. Participate in exit meeting process	6.1 Prepare for exit meeting using exit meeting agenda 6.2 Confirm context and consequences of audit are explained, and followup is discussed

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets information from organisational documentation and workplace procedures
Writing	Records or amends information and conveys details Produces reports matching style of writing to purpose and audience
Oral Communication	Participates in spoken exchanges using structure and language to suit the audience Listens for required information and asks clarifying questions
Teamwork	Collaborates and cooperates with others to achieve joint outcomes Selects and uses appropriate conventions and protocols when communicating with team members and other people in a range of work contexts
Self-management	Organises, plans and prioritises workload with some sense of what can be achieved in a timeframe
Problem solving	Recognises and addresses some problems within own scope, recognising when to seek the expertise of others
Technology	Uses digital tools and systems to report audit findings

Unit Mapping Information

Supersedes and is equivalent to BSBAUD402 Participate in a quality audit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD411 Participate in quality audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

participate in a quality audit as a member of a quality audit team on at least two occasions.

In the course of the above, the candidate must:

source and review documentation

develop audit plan using tools and strategies

use predetermined reference criteria to evaluate findings and formulate well-founded objective decisions

contribute to preparation of a corrective action report

use terminology relating to auditing in written and oral communications.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

auditing benchmarks

auditing methods and techniques

current audit practices

current industry products and services that support the auditing process

key components of an audit plan

patterns, trends, interrelationships and areas of risk in an organisational quality system

key features of technology required for quality auditing participation and reporting.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation including previous quality audit reports, checklists, risk management plans and audit plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD412 Work within compliance frameworks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify statutory, legislative and regulatory requirements and relate them to individual work practices to ensure ongoing adherence to the compliance framework.

The unit applies to individuals who carry out work in accordance with the compliance framework applying to a particular job role, occupation or profession.

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

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify compliance requirements	1.1 Identify and document statutory, legislative and regulatory requirements relevant to job role and industry 1.2 Identify and document organisational and industry requirements
2. Interpret compliance requirements	2.1 Map compliance requirements against position description and work practices 2.2 Discuss ethical considerations with relevant stakeholders
3. Manage personal compliance	3.1 Consult with relevant stakeholders and identify procedures to be applied, applicable to work environment and own job role 3.2 Evaluate own actions in the context of compliance requirements 3.3 Record own compliance action according to organisational policies and procedures
4. Review own compliance	4.1 Seek feedback on personal compliance from relevant personnel 4.2 Access and analyse documentation relating to changes in compliance requirements 4.3 Discuss feedback and documentation with relevant personnel and check own ongoing compliance 4.4 Identify required changes to own compliance practice

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and analyses statutory, legislative and regulatory requirements to determine key information, specific requirements and responsibilities
Writing	Collates and compiles information gathered from multiple sources in required format for using technical and enterprise specific language
Oral Communication	Discusses compliance using structure and language to suit the audience Uses listening and questioning techniques to confirm understanding of compliance requirements
Self-management	Takes personal responsibility for following explicit and implicit policies, procedures and legislative requirements

Unit Mapping Information

Supersedes and is equivalent to BSBCOM406 Conduct work within a compliance framework.

Supersedes but is not equivalent to:

BSBCOM401 Organise and monitor the operation of compliance management system

BSBCOM402 Implement processes for the management of a breach in compliance requirements

BSBCOM403 Provide education and training on compliance requirements and systems

BSBCOM404 Promote and liaise on compliance requirements, systems and related issues

BSBCOM405 Promote compliance with legislation

BSBEDU301 Assist with monitoring compliance in international education services.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD412 Work within compliance frameworks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions, interpret and apply personal compliance requirements for job role and industry.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations and codes of conduct relevant to job role, occupation and profession

sources of information to ensure currency with changes in compliance requirements

organisational policies and procedures relevant to compliance framework in relevant industry

individual work requirements and practices

methods to map compliance requirements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations and codes of conduct relevant to job role, occupation and profession

position descriptions

organisation policies and procedures relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD511 Initiate quality audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to initiate and organise quality audits. It covers assessing the scope and objectives of quality audits; communicating with the auditees and developing and submitting a quality audit plans.

The unit applies to individuals who have an established knowledge base in quality auditing, and who are proficient in using a range of quality auditing and managerial techniques to initiate quality audits. Individuals may also supervise and monitor the processes and outcomes of others working in a quality audit team.

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

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess quality audit scope and objectives	1.1 Identify standards that impact on the environment in which audit operates 1.2 Determine and agree on audit objectives and scope with auditee and other required stakeholders 1.3 Identify risks within scope of quality audit
2. Communicate with auditee	2.1 Consult with auditee and determine relevant information 2.2 Prepare audit notifications according to organisational protocols 2.3 Confirm proposed audit methods and techniques to be applied with auditee 2.4 Outline audit processes and establish sequence of audit activities, and the role of the audit team and auditee
3. Prepare resources for quality audit	3.1 Identify resources required to perform the quality audit 3.2 Select audit team members on the basis of relevant expertise 3.3 Identify resources required with auditee
4. Develop and submit quality audit plan	4.1 Develop quality audit plan according to established scope and objectives 4.2 Assign roles and responsibilities to audit team members 4.3 Assign timing, schedules and responsibilities for implementation of the audit plan 4.4 Document and submit audit plan to auditee for approval, where required
5. Prepare audit team	5.1 Inform audit team members of their responsibilities, audit objectives and scope 5.2 Communicate audit plan and schedules to all audit team members 5.3 Discuss and clarify audit methods and techniques with audit team members
6. Review auditee documentation	6.1 Determine auditee’s previous quality audits as relevant and establish impact on the conduct of the current audit 6.2 Source organisational documentation from auditee, and check adequacy of documentation provided 6.3 Review documents, and determine and source any further documentation required
7. Prepare audit documentation	7.1 Develop checklist according to audit scope and objectives 7.2 Create entry and exit meeting agendas according to organisational templates

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses information from organisational documentation
Writing	Develops a range of documents using structure, tone and vocabulary appropriate to audience, context and purpose Records and amends information and conveys details in accordance with audit objectives
Oral Communication	Participates in spoken exchanges using structure and language to suit the audience Uses questioning and listening techniques to clarify requirements
Numeracy	Uses mathematical calculations for project scheduling
Planning and organising	Monitors adherence to organisational policies and relevant standards
Teamwork	Collaborates with others to negotiate acceptable outcomes, playing an active role in facilitating effective group interaction
Problem solving	Identifies and addresses complex problems within own scope, recognising when to seek the expertise of others
Self-management	Organises, plans and sequences own workload and schedules work activities of others
Technology	Uses digital tools and systems to assist in initiating quality audits

Unit Mapping Information

Supersedes and is equivalent to BSBAUD501 Initiate a quality audit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD511 Initiate quality audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

produce documented audit plans for auditees on at least two different occasions, including:

scope and objectives of the audit

proposed audit methods and techniques to be used

required resources and audit plan

allocation of individual audit team member responsibilities.

In the course of the above, the candidate must:

use terminology relating to quality auditing in communications.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

auditing codes of practice and ethics

auditing methods and techniques, including audit plans and value adding activities

requirements of auditing regulations and standards

current audit practices

quality auditing principles, techniques and systems

requirements of organisational and audit style manual protocols for written communications

key features of technology required for quality auditing activities described in performance evidence.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation including previous quality audit reports, checklists, risk management plans and audit plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD512 Lead quality audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead audit teams as they conduct quality audits. It covers conducting entry and exit meetings; identifying and gathering relevant information; managing audit team resources; and providing feedback to audit team members on their performance.

The unit applies to individuals who have a well-established knowledge of quality auditing and who are proficient in using a range of quality auditing and managerial techniques to supervise quality audit teams.

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

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Lead entry meeting	1.1 Confirm agenda is prepared for entry meeting 1.2 Review and confirm proposed audit plan with relevant stakeholders in entry meeting 1.3 Make changes to audit plan, as required
2. Identify and gather evidence	2.1 Identify sources of information according to audit plan 2.2 Interview relevant stakeholders 2.3 Gather information and documentation
3. Manage audit team resources	3.1 Supervise activities of audit team members 3.2 Reassign team members, as required 3.3 Instigate contingency actions, as required
4. Lead exit meeting	4.1 Review, assess, and reach agreement on audit team findings according to audit plan 4.2 Prepare for exit meeting 4.3 Examine results and findings against audit objectives and present to relevant stakeholders 4.4 Confirm reporting arrangements for the quality audit with the auditee 4.5 Explain context and consequences of audit and discuss followup 4.6 Review and submit final audit report according to audit plan
5. Lead team members in performance improvement	5.1 Provide feedback on performance to audit team 5.2 Encourage and support audit team to review their own work 5.3 Provide and document advice for individual improvement

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses information from audit scoping materials
Writing	Develops a range of documents using relevant structure, tone and vocabulary appropriate to audience, context and purpose Records and amends information and conveys details in accordance with audit objectives
Oral Communication	Participates in spoken exchanges using clear language, tone and pace Uses questioning and listening techniques to clarify requirements
Numeracy	Uses mathematical calculations to analyse and arrange numeric information
Teamwork	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to team communication requirements Recognises the importance of rapport in establishing and building effective working relationships Collaborates with others to negotiate acceptable outcomes, playing an active role in directing and facilitating effective group interaction
Initiative and enterprise	Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of factors into account
Self-management	Organises, plans and sequences own workload and schedules work activities of others
Problem solving	Responds to problems requiring immediate attention, drawing on past experiences to devise solutions
Technology	Uses digital tools and systems to assist in leading a quality audit team

Unit Mapping Information

Supersedes and is equivalent to BSBAUD503 Lead a quality audit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD512 Lead quality audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead a quality audit team on at least two occasions, including:

leading entry and exit meetings

identifying all objectives, schedules and relevant information and confirming they have been included in the audit plan

managing the information gathering process by team members, and analysing, synthesising and reporting of the findings

assisting team members to continuously improve their performance.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

quality auditing principles, methods and techniques

requirements of auditing standards

key features of technology required for quality auditing activities for leading a quality audit team

strategies to develop performance improvement in audit team members.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation including previous quality audit reports

checklists

risk management and audit plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD513 Report on quality audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to report on the outcomes of quality audits and take appropriate follow up actions. It covers compiling audit results, preparing reports for relevant stakeholders, and negotiating follow up actions with relevant stakeholders.

The unit applies to individuals who have an established knowledge of quality auditing and are proficient in using a range of quality auditing techniques. It addresses the function performed by either an auditor having sole responsibility for the audit or an auditor required to report on quality audits as part of a quality audit team.

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

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to report audit results	1.1 Compile audit results 1.2 Analyse compiled audit results against agreed audit plan and identify non-compliances 1.3 Consult with team members, if required
2. Prepare final audit report	2.1 Produce draft audit report according to audit plan 2.2 Provide draft report to relevant stakeholders and seek feedback 2.3 Finalise audit report, integrating stakeholder feedback, as required 2.4 Present final audit report to auditee and other relevant stakeholders
3. Agree on follow up process with auditee	3.1 Determine timeframes for any corrective action required to deal with nonconformance, in consultation relevant stakeholders, including the auditee 3.2 Confirm corrective action follow-up procedures are agreed with relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses information from a complex range of organisational documentation
Writing	Develops a variety of complex documents using relevant structure, tone and vocabulary appropriate to audience, context and purpose
Oral Communication	Participates in spoken exchanges using clear language, tone and pace Uses questioning and listening techniques to clarify understanding
Numeracy	Collects, represents, summarises and interprets a range of statistical data
Self-management	Monitors adherence to organisational policy/ies and procedure/s Organises, plans and sequences own workload according to timelines and organisational requirements Analyses outcomes of decisions to identify opportunities for improvement
Teamwork	Collaborates with others to negotiate joint outcomes, playing an active role in facilitating team understanding
Problem solving	Recognises a range of familiar problems, their symptoms and causes, actively looking for suitable corrective actions
Initiative and enterprise	Makes a range of decisions in complex situations, taking a range of factors into account
Technology	Uses digital tools and systems to develop reports in an effective way

Unit Mapping Information

Supersedes and is equivalent to BSBAUD504 Report on a quality audit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD513 Report on quality audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

interpret audit results and produce a detailed audit report containing detailed analysis according to specified organisational requirements on at least two different occasions.

In the course of the above, the candidate must:

negotiate followup actions with relevant stakeholders

use terminology relating to quality auditing.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

quality auditing principles, methods and techniques

requirements of auditing regulations

key features of technology required for producing quality auditing results and reports according to organisational requirements

presentation of corrective action requirements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation including quality audit reports, checklists, and audit plans

technology required for quality auditing reporting.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD514 Interpret compliance requirements

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify and interpret the range of internal and external compliance requirements and obligations that must be fulfilled by an organisation or work area.

The unit applies to individuals who use their knowledge of compliance and skills in identifying compliance requirements to plan, carry out and evaluate their own work and/or the work of a team.

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

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Clarify the scope of operations	1.1 Analyse organisational operations and identify the functions, products and services that may be subject to compliance requirements 1.2 Develop and document plan for determining relevant compliance requirements 1.3 Obtain approval of plans from relevant stakeholders
2. Identify compliance requirements	2.1 Research information on compliance requirements relevant to the organisation 2.2 Analyse and document information from search according to organisational requirements 2.3 Organise and store collected information on relevant compliance requirements according to organisation policies and procedures
3. Interpret and prioritise compliance requirements	3.1 Discuss and clarify with relevant stakeholders ambiguities and issues experienced in interpreting identified compliance information 3.2 Prioritise compliance requirements according to organisational requirements
4. Document compliance requirements	4.1 Organise and document outcomes of the identification and interpretation activities 4.2 Prepare and distribute reports of compliance requirements and assessment of implications to relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets, analyses and reviews complex texts from various sources to determine compliance requirements
Writing	Collates and compiles results of research and analysis using technical language and organisational formats Develops materials to convey information, requirements and recommendations using language and structure appropriate to the audience
Oral Communication	Uses appropriate techniques, including active listening and questioning, to seek approvals and to confirm understanding
Self-management	Takes responsibility for following policies, procedures and legislative requirements
Technology	Uses digital tools and systems to locate, organise and share information in effective ways

Unit Mapping Information

Supersedes and is equivalent to BSBCOM501 Identify and interpret compliance requirements.

Supersedes but is not equivalent to BSBCOM601 Research compliance requirements and issues.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD514 Interpret compliance requirements

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

analyse operations of an organisation or work area, identify areas subject to compliance requirements and report findings, on at least three occasions.

In the course of the above, the candidate must:

interpret and analyse information from standards, legislation, regulations, industry and organisational codes of practice and determine their relevance to compliance in the organisation

document and store the outcomes of identification and interpretation activities related to the organisation’s compliance requirements

report on adherence to key compliance requirements and the implications of these for the organisation or work area.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

standards, legislation, and codes relevant to compliance requirements

key sources of information relevant to organisational compliance requirements

compliance requirements relevant to the operations of organisation or work area.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

standards, legislation, codes relevant to compliance requirements

resources for conducting digital searches.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD515 Evaluate and review compliance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to evaluate an organisation’s management system and assess its ability to fulfil its obligations and responsibilities under applicable compliance requirements.

The unit applies to individuals who are responsible for evaluating and reviewing the operation and effectiveness of an organisation’s management system to ensure compliance with the relevant standards.

Application of this unit must be consistent with the relevant sections of standards and legislative requirements.

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop evaluation plan	1.1 Obtain and interpret information on organisation’s policies, procedures and compliance requirements 1.2 Develop evaluation methodology 1.3 Prepare evaluation plan, detailing established evaluation criteria and data to be collected 1.4 Confirm approval of plan from relevant stakeholders
2. Prepare evaluation data	2.1 Source required evaluation data according to evaluation plan 2.2 Organise, interpret and review collected data against established evaluation criteria 2.3 Discuss issues interpreting data and address in consultation with relevant stakeholders 2.4 Arrange evaluation data for analysis
3. Analyse data	3.1 Analyse evaluation data in accordance with evaluation plan 3.2 Discuss outcomes and findings of the analysis with relevant stakeholders
4. Determine evaluation findings and outcomes	4.1 Develop and discuss preliminary findings and any identified issues with relevant stakeholders 4.2 Source additional data required to clarify aspects of findings, and issues, where required 4.3 Prepare recommendations for actions to improve identified issues
5. Distribute outcomes and recommendations of evaluation	5.1 Prepare draft report of outcomes, findings and recommendations of the compliance evaluation 5.2 Distribute draft report to relevant stakeholders 5.3 Edit report based on the feedback obtained 5.4 Proofread report in preparation for publishing 5.5 Confirm final report is signed off by authorised personnel 5.6 Distribute report to relevant stakeholders according to evaluation plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets, analyses and reviews complex texts from various sources to determine legislative requirements, organisational operations, specific requirements and responsibilities Checks documents for accuracy of content, grammar, spelling and punctuation
Writing	Collates and compiles results of research and analysis using technical language and organisational formats Develops materials to convey information, requirements and recommendations using language and structure appropriate to the audience Composes and edits texts, selecting appropriate vocabulary and structure for audience and purpose
Self-management	Follows policies, procedures and legislative requirements
Planning and organising	Plans, develops, implements and monitors processes for evaluating and reviewing compliance performance
Technology	Uses digital tools and systems to locate, organise and share information effectively

Unit Mapping Information

Supersedes and is equivalent to BSBCOM502 Evaluate and review compliance.

Supersedes but is not equivalent to BSBCOM602 Develop and create compliance requirements.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD515 Evaluate and review compliance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop outcomes, findings and recommendations regarding an organisation’s compliance requirements, on at least two different occasions.

In the course of the above, the candidate must:

access and interpret information about required compliance standards

develop an evaluation plan including:

preparation of an evaluation methodology

preparation and submission of a final report for approval and implementation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

compliance evaluation methods

sources of data relevant to compliance requirements

format and content of an evaluation plan and a report

features of relevant compliance management systems

organisational policies and procedures

standards and legislative requirements relevant to compliance.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

standards, laws, regulations, industry and organisational codes and standards relevant to compliance requirements

data required for the demonstration of the performance evidence

resources for conducting digital searches.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD516 Develop and monitor processes for the management of breaches in compliance requirements

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and monitor the processes for managing identified breaches in the fulfilment of compliance requirements within an organisation.

This unit applies to individuals who are responsible for evaluating and reporting on the operation and effectiveness of an organisation’s compliance management system.

Application of this unit must be consistent with the relevant sections of standards and legislative requirements.

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop processes for responding to breaches	1.1 Collect and interpret information on current compliance requirements applicable to the organisation 1.2 Develop and document procedures for identifying, classifying, investigating, rectifying and reporting breaches in compliance requirements
2. Monitor adherence to compliance requirements	2.1 Monitor and evaluate organisation’s operations and compliance management information systems and identify breaches in compliance requirements 2.2 Review and evaluate information on potential breaches in compliance requirements 2.3 Discuss findings with relevant stakeholders and confirm accuracy of compliance assessment
3. Manage the identification and rectification of breaches in compliance	3.1 Assign stakeholders to identify, classify, investigate and rectify breaches in compliance requirements 3.2 Inform senior stakeholders of all breaches in compliance requirements and corrective action according to organisational policies and procedures
4. Communicate with relevant stakeholders during breach management	4.1 Communicate breaches and rectification actions with relevant stakeholders 4.2 Seek and action advice from relevant stakeholders on the management of breaches in compliance requirements
5. Evaluate the response to and rectification of breaches	5.1 Monitor action to manage and rectify identified breaches in compliance requirements according to organisational policies and procedures 5.2 Confirm success in rectification of compliance breaches and notify relevant stakeholders 5.3 Identify issues in the rectification of compliance breaches and initiate action, where required 5.4 Refer reports of recurring breaches of compliance to relevant stakeholders
6. Document and distribute breach management activities and outcomes	6.1 Document and report identified breaches in compliance requirements in accordance with organisational policies and procedures 6.2 Maintain and store records of breaches in compliance requirements 6.3 Document and report the action to rectify identified breaches in compliance requirements and the outcomes of this action 6.4 Distribute reports on breach management to relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Recognises and evaluates complex texts in various forms to determine key information and specific requirements and responsibilities Analyses industry specific complex texts to determine and distinguish compliance requirements
Writing	Produces reports matching style of writing to purpose and audience Documents and records findings using required organisational formats
Oral Communication	Presents specialised information to a range of audiences using structure and language to suit the audience Uses active listening and questioning to elicit the views and opinions of others
Self-management	Organises, plans and sequences own workload and schedules work activities of others
Problem solving	Systematically gathers, analyses and evaluates all information in order to make informed decisions about management of compliance breaches
Technology	Uses a range of digitally based technology and applications to access, organise, integrate and share information

Unit Mapping Information

Supersedes and is equivalent to BSBCOM503 Develop processes for the management of breaches in compliance requirements.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD516 Develop and monitor processes for the management of breaches in compliance requirements

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage at least two different breaches of compliance requirements.

In the course of the above, the candidate must:

develop, monitor, and communicate processes for the management of breaches

obtain and keep up to date with organisational compliance requirements

identify and assign staff to manage breaches

identify and inform senior management and regulatory authorities of breaches

report corrective action activities and outcomes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

compliance requirements applicable to organisation

key elements of compliance management systems, including:

documentation of compliance requirements relevant to the organisation

functions, accountabilities and responsibilities within the organisation

compliance related management information systems

breach management policies and procedures

compliance reporting procedures

process for communication of information on compliance requirements to relevant stakeholders

techniques and performance indicators for monitoring the operation of a compliance management system

potential breaches in compliance requirements

reporting processes on compliance management.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and organisational policies and procedures relevant to compliance requirements

data files relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBAUD601 Establish and manage compliance management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish and manage compliance management systems to enable organisations to fulfil their obligations and responsibilities under compliance requirements.

It applies to individuals who have specific responsibility for the planning, development and operation of a compliance management system.

Application of this unit must be consistent with the relevant sections of standards and legislative requirements.

Unit Sector

Technical Skills – Audit and Compliance

Elements and Performance Criteria

Element	Performance Criteria
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine compliance requirements	1.1 Collect and interpret information on current compliance requirements applicable to the organisation 1.2 Review compliance requirements according to organisational policies and procedures
2. Identify and select relevant compliance management system	2.1 Investigate required compliance areas and identify options for compliance management systems 2.2 Compare and select options for compliance management system according to identified organisational compliance requirements
3. Plan and document required compliance management system	3.1 Determine and assign resources for the operation of the compliance management system 3.2 Identify and document management information systems requirements 3.3 Determine and plan strategy for developing compliance management culture, in consultation with relevant stakeholders 3.4 Identify and document processes and procedures for identifying, managing and reporting breaches in compliance requirements 3.5 Document schedule for implementing, reviewing and maintaining the planned compliance management system, and distribute to relevant stakeholders 3.6 Collate documents in compliance management system plan and seek approval from relevant stakeholders 3.7 Establish mechanisms for collecting feedback information on compliance management system
4. Establish compliance management system	4.1 Appoint and distribute information to relevant stakeholders on their compliance management responsibilities 4.2 Establish the components of compliance management system in collaboration with relevant stakeholders 4.3 Monitor operation of compliance management system in collaboration with relevant stakeholders according to plan
5. Facilitate continuous improvement of compliance management system	5.1 Monitor and review performance against targets and performance indicators 5.2 Analyse feedback and evaluation data and implement improvements 5.3 Document and report continuous improvement of compliance management system

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Investigates and evaluates complex texts to determine key information and specific requirements and responsibilities
Writing	Develops documentation for a specific audience using detailed language to convey information, requirements and recommendations Collates and compiles data to convey specific information, requirements and recommendations
Oral Communication	Conveys information, which incorporates evaluation of information and specialised and cohesive language, in a format and style appropriate to a specific audience Elicits the views of others by listening and questioning
Initiative and enterprise	Explores and incubates new and innovative ideas through unconstrained analysis and critical thinking to establish and monitor compliance management systems
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating understanding
Technology	Uses a range of digitally based technology and applications to access, organise, integrate and share information

Unit Mapping Information

Supersedes and is equivalent to BSBCOM603 Plan and establish compliance management systems.

Supersedes but is not equivalent to:

BSBMGT521 Plan, implement and review a quality assurance program

BSBMGT621 Design and manage the enterprise quality management system.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBAUD601 Establish and manage compliance management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan, establish and monitor one compliance management system in collaboration with relevant stakeholders, including:

reviewing organisational compliance requirements

documenting an action schedule for implementing, maintaining and reviewing the compliance system

appointing and informing staff on compliance management system.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

research methods and techniques

standards and legislation relevant to organisational compliance requirements

key elements of compliance management systems, including:

documentation of compliance requirements relevant to the organisation

functions, accountabilities and responsibilities within the organisation

compliance related management information systems

record keeping systems required for compliance management

continuous improvement processes for compliance, including monitoring, evaluation and review

strategies for developing a positive compliance culture within the organisation

reporting processes on compliance management, including reports on breaches and rectification action

organisational policies and procedures, including compliance plans in various compliance areas and organisational standards for operations.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures and documentation relevant to compliance requirements

interaction with others

legislation, regulations and standards for compliance.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCMM211 Apply communication skills

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to apply basic communication skills in the workplace, including identifying, gathering and conveying information along with completing assigned written information.

The unit applies to individuals working under direct supervision, who are developing basic skills and knowledge of workplace communication in preparation for working in a broad range of settings.

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

Unit Sector

Social Competence – Verbal Communication

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify communication requirements	1.1 Identify work task 1.2 Identify communication channels in the organisation 1.3 Identify relevant stakeholders 1.4 Seek advice from supervisor on communication methods
2. Communicate using verbal and non-verbal communication skills	2.1 Plan verbal communication 2.2 Use verbal communication to communicate with stakeholders 2.3 Use nonverbal behaviour to communicate with stakeholders 2.4 Seek and respond to feedback on communication
3. Draft written communications	3.1 Identify formats for written information according to organisational policies and procedures 3.2 Draft written information and submit to supervisor for approval 3.3 Seek and respond to feedback on written communication

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Learning	Develops skills required to carry out own role by seeking and acting on feedback
Reading	Reviews textual information to identify communication requirements and organisational procedures
Writing	Drafts simple texts using appropriate grammar, spelling and punctuation in accordance with organisational standards Proofreads own texts for accuracy and compliance with organisational requirements
Teamwork	Seeks to cooperate with others to achieve results in immediate work context
Self-management	Follows clearly defined instructions, seeking assistance when necessary Follows organisational policies and procedures and practices relevant to own role
Technology	Uses digital tools to complete tasks
Initiative and enterprise	Asks questions and listens to gain information and confirm understanding

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBCMM101 Apply basic communication skills

BSBCMM201 Communicate in the workplace.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCMM211 Apply communication skills

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use verbal and non-verbal skills to seek and convey information in face-to-face situations on at least three occasions

draft written documents and confirm that the documents meet organisational requirements on at least three occasions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures related to workplace communication

communication styles

questioning, listening and speaking skills

standards of written information applicable to own role

presentation styles, format and detail relevant to own role.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace policies and procedures relating to communication.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCMM411 Make presentations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit covers the skills and knowledge required to prepare, deliver and review presentations for target audiences.

This unit applies to individuals who may be expected to make presentations for a range of purposes, such as marketing, training and promotions. They contribute well developed communication skills in presenting a range of concepts and ideas.

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

Unit Sector

Social Competence – Verbal Communication

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare presentation	1.1 Plan presentation approach and intended outcomes 1.2 Identify target audience, location and resources requirements 1.3 Select presentation strategies, format and delivery methods according to presentation requirements 1.4 Select techniques to evaluate presentation effectiveness
2. Deliver presentation	2.1 Summarise key concepts and ideas and present to target audience 2.2 Provide opportunity for audience to seek clarification on presentation information 2.3 Confirm target audience understand key concepts and ideas, and that identified presentation objectives have been achieved
3. Review presentation	3.1 Evaluate effectiveness of the presentation 3.2 Seek and discuss feedback and any reactions to the presentation from participants and relevant stakeholders 3.3 Make changes to presentation based on feedback received

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Reviews and analyses documents to identify information relevant to a specific presentation
Writing	Develops material to convey ideas and information to target audience in an engaging way
Oral Communication	Presents information using words and non-verbal features appropriate to the audience and context Uses listening and questioning techniques to gather information required to develop and modify presentations
Problem solving	Interprets audience reactions and changes words and non-verbal features accordingly
Planning and organising	Demonstrates sophisticated control over oral, visual and written formats, drawing on a range of communication practices to achieve goals
Initiative and enterprise	Selects and uses appropriate conventions and protocols to encourage interaction and to present information Recognises the need to alter personal communication style in response to the needs and expectations of others
Self-management	Takes responsibility for planning, sequencing and prioritising tasks and own workload to achieve outcomes
Technology	Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

Supersedes and is equivalent to BSBCMM401 Make a presentation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCMM411 Make presentations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare and deliver at least two different presentations.

In the course of the above, the candidate must:

use aids and materials to support the presentation

select and implement methods to review the effectiveness of presentation and document suggested improvements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

information collection methods that support review and feedback of presentations

organisational and legislative obligations and requirements relevant to presentations

structure of presentations according to intended outcomes

principles of effective communication including:

persuasive communication techniques

verbal and non-verbal communication

presentation methods

different aids, materials and techniques that can be used for presentations.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

equipment, materials and business software packages for making a presentation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCMM412 Lead difficult conversations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prepare, facilitate and lead difficult conversations.

The unit applies to individuals who may work as managers and leaders, and are required to lead difficult conversations in the workplace. They contribute well developed verbal and relationship building skills in having difficult conversations.

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

Unit Sector

Social Competence – Verbal Communication

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for conversation	1.1 Identify conversational requirements 1.2 Identify, gather and develop materials required for the conversation according to organisational policies and procedures 1.3 Organise the logistics and stakeholders required for the conversation 1.4 Seek feedback from relevant personnel on conversational content 1.5 Review conversational content and make changes according to feedback received 1.6 Select delivery style according to conversational context and stakeholder requirements
2. Facilitate difficult conversation	2.1 Undertake conversation with relevant stakeholders 2.2 Provide opportunity for stakeholder input 2.3 Confirm relevant stakeholders understand conversation and outcomes 2.4 Document relevant points of conversation 2.5 Refer stakeholders to relevant support services, as required
3. Follow up and review conversation	3.1 Evaluate own effectiveness in the conversation 3.2 Seek and respond to feedback from relevant personnel on personal performance 3.3 Identify areas of improvement for undertaking difficult conversations according to feedback received

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Reviews and analyses documents to identify information relevant to a specific conversation
Writing	Develops material to convey ideas and information to target audience in an engaging way
Oral Communication	Presents information using words and non-verbal features appropriate to the audience and context
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks and own workload to achieve outcomes
Initiative and enterprise	Demonstrates sophisticated control over oral, visual and written formats, drawing on a range of communication practices to achieve goals
Technology	Uses the main features and functions of digital tools to complete work tasks
Problem solving	Recognises the need to alter personal communication style in response to the needs and expectations of others Interprets audience reactions and changes words and non-verbal features accordingly Uses feedback from others, and analytical and lateral thinking to review current practices and develop new ideas

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCMM412 Lead difficult conversations

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Correction to Performance Criteria 1.6.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead at least two difficult conversations in the workplace.

In the course of the above, the candidate must:

adapt delivery style and tone according to the mood of the conversation

understand and react to relevant personnel using conviction and empathy.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, standards and codes of practice relating to workplace communication

workplace policies and procedures relevant to communication

communication styles

delivery styles, tones and techniques of communication, including:

verbal and non-verbal communication

conviction and empathy

common support services.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCMM511 Communicate with influence

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to present and negotiate persuasively, lead and participate in meetings and make presentations to customers, clients and other key stakeholders.

The unit applies to individuals who are managers and leaders required to identify, analyse, synthesise and act on information from a range of sources, and who deal with unpredictable problems as part of their job role. They use initiative and judgement to organise the work of self and others and plan, evaluate and co-ordinate the work of teams.

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

Unit Sector

Social Competence – Verbal Communication

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify communication requirements	1.1 Confirm authority to present material on behalf of an organisation or work area, according to organisational policies and procedures 1.2 Identify information that may be subject to confidentiality and manage appropriately 1.3 Identify information needs of audience and prepare a position in line with purpose of communication
2. Negotiate to achieve agreed outcome	2.1 Identify objectives of negotiation, and needs and requirements of stakeholders 2.2 Identify and document potential issues and problems 2.3 Prepare positions and supporting arguments according to objectives 2.4 Communicate with stakeholders, and establish areas of common ground and potential compromise 2.5 Confirm and document outcomes of negotiation
3. Participate in and lead meetings	3.1 Identify the need for meeting and schedule according to stakeholder availability 3.2 Prepare meeting materials and distribute to stakeholders 3.3 Conduct meeting and contribute to discussions 3.4 Seek consensus on meeting objectives 3.5 Summarise outcomes of meetings and distribute to stakeholders
4. Make presentations	4.1 Identify forums to present according to organisational objectives 4.2 Determine tone, structure, style of communication and presentation according to target audience 4.3 Prepare presentation according to desired outcomes 4.4 Provide an opportunity for audience to ask questions 4.5 Follow up with stakeholders following presentation 4.6 Evaluate presentation and identify areas for improvement

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Writing	Prepares documentation that summarises key findings and outcomes Prepares presentations appropriate to audience needs, context and purpose
Oral Communication	Uses active listening and questioning to seek information and confirm understanding
Teamwork	Selects and uses relevant conventions and protocols when communicating with team members
Self-management	Demonstrates sophisticated control over oral, visual and/or written formats, drawing on a range of communication practices to achieve goals
Problem solving	Uses analytical processes to evaluate options, and aid in problem-solving and decision-making Plays a lead role in situations requiring negotiation and collaboration, demonstrating high level conflict resolution skills and ability to engage and motivate others
Initiative and enterprise	Adapts personal communication style to build trust and positive working relationships and to show respect for the opinions and values of others Understands the implications of legal and ethical responsibilities to maintain confidentiality Selects relevant vocabulary adjusting language and presentation features to maintain effectiveness of interaction
Planning and organising	Plans, organises and implements tasks required to achieve required outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBLDR513 Communicate with influence.

Supersedes but is not equivalent to:

BSBCMM402 Implement effective communication strategies

BSBGOV404 Communicate with community stakeholders.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCMM511 Communicate with influence

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

participate in and lead at least two meetings

prepare and make a presentation to two different groups.

In the course of the above, the candidate must:

communicate with key stakeholders to position the business to best effect including:

listening actively

understanding information needs of others

adapting communication to suit the audience

identifying suitable platform for presentations

presenting reliable information

designing the presentation to meet the needs of the audience

answering questions clearly and concisely.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

industry, media and government organisations, events and communication channels that are relevant to the organisation

cross-cultural communication

techniques for negotiation, mediation, conflict resolution and incident de-escalation

structured and inclusive meeting procedures

organisational policies and procedures relevant to:

presenting and negotiating

leading and participating in meetings

making presentations

communication tone, structure, style and impact on others

relevant organisational policies and procedures on confidentiality of information.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

organisation information, including organisational structure, goals, objectives and plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCNV511 Take instructions in relation to a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to take instructions from a potential client to initiate a conveyancing transaction.

The unit applies to individuals who communicate with clients to establish the client’s needs, and identify conflicts of interest, parties, properties and other interests, and determine terms of engagement and contingency strategies.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

Unit Sector

Technical Skills – Conveyancing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish client needs	1.1 Identify and verify the client identity according to practice policies and procedures 1.2 Identify and clarify client needs and expectations according to practice policies and procedures 1.3 Determine and discuss optional courses of action with client 1.4 Check information and documentation in relation to the transaction for accuracy and relevance 1.5 Obtain mutual agreement regarding responsibilities, obligations and expectations of all parties to the transaction 1.6 Record and document client’s needs and responsibilities
2. Identify any conflict of interest	2.1 Identify and record existing or potential conflicts of interest associated with the transaction 2.2 Evaluate conflicts of interest and determine required action for the client and practice, and advise client of any necessary action
3. Identify parties, properties and other interests	3.1 Identify the roles of various parties involved in the conveyancing transaction 3.2 Analyse estates and interests in land according to relevant transaction 3.3 Analyse relevant searches, Certificates of Title and other relevant documents and confirm facts pertaining to the transaction 3.4 Communicate to the client the title and contract details and respective consequences of the conveyancing transaction
4. Determine terms of engagement	4.1 Document terms of engagement which comply with legislative, regulatory and practice requirements and articulate to client clearly and promptly 4.2 Establish and record client’s agreement with terms 4.3 Obtain relevant authorities from client and other relevant parties 4.4 Verify identity of client according to firm policies and procedures 4.5 Check estimates of fees, disbursements and time for accuracy and completeness and provide to client
5. Determine contingency strategies	5.1 Identify contingencies relating to the transaction and advise the client 5.2 Determine contingency strategies and options and agree in consultation with client
6. Initiate the transaction	6.1 Select a course of action which meets the client’s needs according to legislative requirements and practice policy and procedures 6.2 Advise client of all actions to be implemented to meet their agreed needs and expectations 6.3 Confirm and record instructions from client to proceed or not to proceed 6.4 Make referrals to other professionals or third parties, where required 6.5 Formally open, organise and document all relevant instructions, information, facts and evidence in client file

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Accesses and interprets documentation from a variety of sources checking for accuracy, completeness and relevance
Writing	Records information using correct spelling, grammar and terminology in organisational formats Prepares files and correspondence using logical structure and language appropriate for purpose and audience
Oral Communication	Uses questioning and active listening to determine and confirm client requirements and to share information Uses language and concepts appropriate to audience when participating in verbal interactions
Numeracy	Performs mathematical calculations to check accuracy and completeness of numerical and financial data with a focus on identifying errors and discrepancies Analyses, records and consolidates financial information
Self-management	Takes full responsibility for ensuring that documentation and processes comply with legislative requirements and practice policies
Problem solving	Anticipates potential problems and develops contingency plans
Planning and organising	Plans, organises, implements and reviews actions needed to achieve objectives effectively and efficiently
Technology	Uses the main features and functions of digital tools to complete work tasks and to access information

Unit Mapping Information

Supersedes and is equivalent to BSBCNV501 Take instructions in relation to a transaction.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCNV511 Take instructions in relation to a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

initiate at least three conveyancing transactions according to client requirements, and practice policies and procedures.

In the course of the above, the candidate must:

communicate with a client and identify their needs

interpret and document parties, properties and other interests and legal consequences

determine terms of engagement and contingency strategies

record client details and requirements and initiate a transaction according to practice policies and procedures and relevant legislation

perform a verification of identity process of a client or refer a client to a qualified Verification of Authority agent.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key principles and laws applicable to conveyancing, business and personal transactions

definitions of conflict of interest within legislation and the industry

current legislative, regulatory and industry practices, procedures and services

policies, procedures and business requirements of the practice

common professional and industry terminology

relevant legal requirements of consumer protection compliance

relevant types of contract titles for the sale of land, Certificates of Title, interests in land and other required documentation

key types of transactions for personal, business and real estate conveyancing.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

assessment records showing the establishment of a relationship with a conveyancing client.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCNV512 Finalise the conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to complete conveyancing transactions and verify that all matters relating to arranging settlement, determining contingency strategies, completing transactions, and implementing post-transaction procedures and using Electronic Lodgement Network Operators (ELNOs), where required.

The unit applies to individuals who use specialised knowledge, systematic approaches and strong organisational skills to prepare and process conveyancing transactions efficiently.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

Unit Sector

Technical Skills – Conveyancing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Arrange settlement	1.1 Identify all parties to the transaction and take all relevant actions to ensure they are ready to complete the transaction 1.2 Fulfil transaction requirements and confirm completeness 1.3 Identify and collate information relevant to preparation of settlement statements and prepare and reconcile statements 1.4 Identify funds pertaining to the completion of the transaction and advise relevant parties 1.5 Ensure funds required for the completion of the transaction are received within the required timeframe 1.6 Arrange settlement with all relevant parties and invite participants to an Electronic Network Operator’s settlement space, where required 1.7 Attend the settlement, where required 1.8 Confirm documents are stamped and relevant duty is paid according to legislative, regulatory and the practice’s requirements
2. Determine contingency strategies	2.1 Identify unfulfilled contractual obligations and assess possible contingencies 2.2 Identify and evaluate a range of contingency strategies and options and articulate these to the client 2.3 Determine strategies and options in consultation with client and according to practice policies and procedures, and legislative, regulatory, contractual and professional requirements
3. Complete transaction	3.1 Confirm transaction arrangements with all relevant parties and verify conditions for the finalisation of the transaction 3.2 Arrange and perform final searches and inspections, where required 3.3 Examine transaction documents for accuracy and completion 3.4 Complete transaction with all relevant parties 3.5 Lodge stamped documents for registration according to legislative and practice requirements
4. Implement post-transaction procedures	4.1 Advise all relevant parties of transaction completion 4.2 Make outstanding payments 4.3 Monitor and conclude outstanding matters 4.4 Confirm registration change on title, where required 4.5 Return documents to client and third parties 4.6 Receive and disburse funds as authorised 4.7 Prepare and dispatch invoices to client and other parties 4.8 Update financial, business and client records 4.9 Close and archive file according to legislative, regulatory, contractual and practice requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Interprets and analyses a range of information relevant to key steps within a process
Writing	Prepares correspondence for a range of audiences and completes forms accurately using correct language, concepts and terminology
Oral Communication	Participates effectively in verbal exchanges using questioning and active listening to determine and confirm requirements and instructions
Numeracy	Performs mathematical calculations to check accuracy and completeness of numerical and financial data Gathers, interprets, analyses, consolidates and records financial information
Self-management	Takes full responsibility for ensuring that all documentation and processes comply with legislative and practice requirements
Planning and organising	Plans, organises, and implements tasks for effective and efficient outcomes, and in accordance with statutory and organisational requirements
Problem solving	Uses problem solving processes to identify and analyse conveyancing issues Anticipates potential problems and implements contingency plans, where required
Technology	Uses the main features and functions of digital tools to complete work tasks and to access information

Unit Mapping Information

Supersedes and is equivalent to BSBCNV505 Finalise the conveyancing transaction.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCNV512 Finalise the conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

complete and finalise a conveyancing transaction on at least three occasions.

In the course of the above, the candidate must:

arrange and attend, or electronically attend, settlement and confirm completion of all instructions and requirements, including:

adjustments of relevant outgoings and other fees

confirmation of final payments

verification of accuracy of documents

complete settlement transaction that meets:

agency or practice organisational policies and procedures

legislative requirements of settlement transactions

contractual requirements

client requirements

monitor progress where actions are delayed, extended or rescheduled and determine contingency strategies for settlement where contractual obligations remain unfulfilled

implement post-transaction procedures, where required.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key roles of relevant parties in a settlement

transaction requirements, including electronic requirements

file reconciliation procedures and other financial procedures relevant to settlement transactions

conditions for the finalisation of the transaction, including compliance with special conditions

key features of:

formal and informal industry codes of practice governing settlement procedures

land registry policies and procedures for ensuring relevant documentation is lodged and registered on the relevant Certificate of Title

legislation, regulations and common law principles relevant to settlement transactions

practice, policies and procedures in relation to transaction settlement and client management

monitoring procedures and solutions where actions are delayed, extended or rescheduled

compliance requirements of land registry and other relevant agencies

regulations and procedures of relevant government agencies, including revenue offices and land registries, relating to settlement transactions.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

suitable records showing the completion of a settlement transaction.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCNV611 Interpret a legal document and provide advice in a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to read and interpret legal documents and provide advice to conveyancing clients within a range of contexts and environments. It includes defining the nature and function of documents in a transaction and advising the client about their rights, obligations and alternative courses of action, where required.

The unit applies to individuals who apply specialised knowledge and exercise attention to detail when interpreting, analysing and providing advice to others on complex legal documentation for a conveyancing transaction.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

Unit Sector

Technical Skills – Conveyancing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess relevant legal principles	1.1 Identify and document statutory and common law principles governing legal document and its function in conveyancing transaction 1.2 Identify and document rules governing construction and interpretation of contracts and other legal documents 1.3 Identify and document rules for use of precedents, standard form contracts, and statutory forms 1.4 Conduct legal research, as required
2. Identify interests of client	2.1 Identify legal interests of the client in relation to subject matter of legal document 2.2 Identify terms essential to protect client’s interests 2.3 Identify non-legal interests and other needs of the client in relation to the subject matter of the document
3. Evaluate document	3.1 Check parties, property, Certificate of Title/s, information and factual details are accurate and relevant 3.2 Check annexures to the document are accurate and relevant 3.3 Check legal document or an annexure for compliance if it is required to comply with a procedural or formal requirement 3.4 Check legal document or annexure for compliance with statutory and practice requirements if it comprises a statutory or prescribed form 3.5 Identify information to be obtained from or provided to third parties or other professionals in relation to legal document
4. Examine document	4.1 Examine legal document and interpret and analyse relevant legal principles and key terms 4.2 Identify and assess rights, responsibilities and liabilities of all parties, expressed or implied in legal document 4.3 Identify conformity with client’s initial instructions and any gaps, lack of certainty or ambiguity in the language 4.4 Identify any non-compliance with legal requirements within legal document
5. Evaluate issues	5.1 Assess legal and non-legal issues and risks to the client arising from legal document 5.2 Interpret extent to which legal document does or does not protect interests of client 5.3 Interpret key terms or points for negotiation or referral with third parties or other professionals
6. Advise client	6.1 Summarise and communicate rights, responsibilities and liabilities of all parties to client, including specific rights of client 6.2 Summarise and communicate legal and non-legal issues and risks arising from legal document to client
7. Clarify instructions	7.1 Determine and discuss alternative courses of action with client where it is considered legal document does not adequately protect interests of client, or meet client’s other requirements 7.2 Summarise and clearly communicate legal and non-legal consequences for each alternative to the client 7.3 Assist client in selecting a course of action 7.4 Refer client to other professionals for advice on appropriate course of action, where required
8. Attend to signing legal document	8.1 Identify statutory and other rules governing signing and witnessing of legal documents 8.2 Apply relevant rules governing signing and witnessing of documents in the execution of legal document by client
9. Document advice	9.1 Prepare file note recording the substance and details of the advice given to client and instructions received 9.2 Despatch correspondence to client confirming advice given in relation to legal document and instructions received 9.3 Provide concise instructions on signing and witnessing legal document, where required

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Accesses and interprets complex legal documentation from a variety of sources using detailed criteria to closely examine, analyse and check for accuracy, completeness and relevance
Writing	Records and synthesises information accurately using correct writing mechanics and organisational formats Prepares files and correspondence using logical structure and language and concepts appropriate for purpose and audience
Oral Communication	Uses questioning and active listening to determine and confirm requirements and understanding Presents complex information using vocabulary, tone and pace appropriate for the audience and purpose
Planning and organising	Plans, organises, and implements processes to complete required tasks efficiently and according to statutory and organisational requirements
Problem solving	Uses analytical thinking to anticipate potential problems and form contingency plans
Technology	Uses the main features and functions of digital tools to complete work tasks and to access information

Unit Mapping Information

Supersedes and is equivalent to BSBCNV502 Read and interpret a legal document and provide advice.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCNV611 Interpret a legal document and provide advice in a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

review and interpret legal documents correctly and explain meanings and implications to clients on at least three occasions.

In the course of the above, the candidate must:

compare legal requirements with client instructions

prepare written or verbal advice for clients

maintain accurate and thorough records.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

principles of law applicable to reading and interpreting legal documents and transactions

nature of relevant legal documents

key features of:

transactions for personal, business or real estate conveyancing

contracts for the sale or lease of land and other documents used in conveyancing

current legislative, regulatory and industry practices, procedures and services

insurance requirements relevant to a conveyancing transaction, including title insurance

policies, procedures and business requirements of the practice

relevant consumer protection compliance requirements

rules and procedures related to:

precedents, templates and statutory forms

construction and interpretation of documents.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

assessment records showing the preparation of a variety of legal documents to support a conveyancing transaction.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCNV612 Identify and apply legal requirements for a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to analyse and interpret legal requirements for conveyancing transactions within a range of contexts and environments. It encompasses identifying and applying statutory interpretation techniques, identifying and tracking changes to relevant legislation and codes of conduct, and maintaining appropriate records.

It applies to individuals who use specialised knowledge and skills to research and evaluate complex information and compliance requirements and apply that information to relevant tasks.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

Unit Sector

Technical Skills – Conveyancing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Interpret legal principles and legislative requirements	1.1 Identify conveyancing practice’s legal framework 1.2 Access legislation and regulations relevant to the provision of conveyancing services 1.3 Interpret relevant legislation and its application to conveyancing practice 1.4 Identify and analyse relevant case law for relevant legal principles
2. Evaluate legislative requirements	2.1 Interpret and analyse the structure of legislation and regulations that relate to conveyancing transactions 2.2 Analyse common interpretation problems 2.3 Apply interpretation rules and techniques relating to legislation and regulations in conveyancing transactions
3. Track and interpret changes to legislation and regulations	3.1 Identify processes that lead to changes in legislation and regulations 3.2 Access source documents for amendment legislation relevant to provision of conveyancing services 3.3 Establish process and technique for tracking amendments to legislation and regulations 3.4 Interpret and address implications of changes to legislative and regulatory requirements in line with agency procedures 3.5 Communicate changes to legislative and regulatory requirements to relevant people in line with agency policies and procedures
4. Comply with codes of conduct	4.1 Source and access relevant codes of conduct 4.2 Interpret relationship between industry codes of conduct and legislative requirements 4.3 Apply key principles and responsibilities of codes of conduct to own work in line with industry practice 4.4 Confirm own ethical behaviour complies with relevant codes of conduct
5. Maintain records of legislation and industry codes	5.1 Identify practice processes and the personnel responsible for monitoring and communicating changes to legislation and industry codes of conduct 5.2 Maintain relevant records of legislation, regulations and codes of conduct

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Accesses information and uses analytical skills to interpret complex documentation from a variety of sources
Writing	Prepares complex documents including formal and informal letters, reports and applications Completes forms and maintains records
Oral Communication	Participates in verbal exchanges to convey and clarify information with range of personnel
Self-management	Takes full responsibility for following policies, procedures and legislative requirements and identifies organisational implications of new legislation or regulations Understands responsibilities of own role to behave ethically and according to codes of practice
Planning and organising	Plans, schedules and implements processes and tasks to maintain currency of legislation, regulation and codes of practice for organisational use
Problem solving	Uses problem solving processes to identify, analyse and resolve issues that could have legal consequences
Technology	Uses the main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBCNV503 Analyse and interpret legal requirements for a transaction.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCNV612 Identify and apply legal requirements for a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

interpret and comply with legislation and industry codes of conduct relating to conveyancing transactions and agency operations.

In the course of the above, the candidate must:

conduct legal research

communicate key information to clients and other relevant professionals

maintain file records.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legal principles, requirements and amendments affecting conveyancing transactions and agency operations

industry codes of conduct

common problems associated with interpreting legislation

relevant case law

features of Commonwealth, and State or Territory legislation and local government regulations relating to:

contracts of sale of land

leases, easements, encumbrances, caveats and planning laws

disclosure requirements

duties and taxes

government fees and registration requirements

government reporting requirements

insurance

relevant legislation regarding the payment of a deposit

estate agents’ legislative requirements

competition and consumer protection

privacy

corporations and other legal entities.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

assessment records showing the preparation of a variety of legal documents to support a transaction.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCNV613 Prepare legal documents for a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prepare legal documents to support conveyancing transactions on behalf of clients.

It applies to individuals who use organisational skills to analyse and prepare legal documents suitable for purpose.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

Unit Sector

Technical Skills – Conveyancing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine legal nature and relevance of documents	1.1 Evaluate legal nature of document 1.2 Identify the structure, function and significance of document in conveyancing transaction 1.3 Interpret and apply statutory and general law principles governing document and its function in conveyancing transaction
2. Prepare legal document	2.1 Identify and apply rules governing construction and interpretation of contracts and other legal documents 2.2 Identify and apply rules for use of precedents, templates, standard form contracts, and statutory forms 2.3 Use principles of legal drafting, including use of plain language, to prepare the document
3. Draft and review document	3.1 Interpret and draft terms essential to protect client’s interests 3.2 Review and rectify any lack of conformity with client’s instructions
4. Check document	4.1 Check parties, property information and factual details for accuracy 4.2 Check annexures to document for accuracy and relevance 4.3 Correct gaps, spelling and grammatical errors, lack of certainty or ambiguity in language 4.4 Review and rectify non-compliance with legal principles within document

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Analyses and evaluates complex documentation from a variety of sources checking for accuracy, completeness and relevance
Writing	Prepares comprehensive, clear and accurate legal documents
Oral Communication	Uses questioning and active listening to participate in verbal exchanges to convey and clarify information and resolve issues with range of personnel
Self-management	Takes full responsibility for ensuring that all documentation and processes comply with legislative requirements and principles of legal drafting
Planning and organising	Plans, organises and implements tasks and workload for efficiency and in accordance with legal and organisational requirements
Problem solving	Uses problem solving processes to identify, analyse and address issues regarding legal documents
Technology	Uses the main features and functions of digital tools to complete work tasks and to access information

Unit Mapping Information

Supersedes and is equivalent to BSBCNV504 Prepare legal documents.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCNV613 Prepare legal documents for a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare legal documents for conveyancing transactions that comply with legislative requirements and client requirements on at least four occasions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

principles and laws applicable to drafting legal documents for conveyancing transactions

definitions of conflict of interest within legislation and the industry

current legislative, regulatory and industry practices, procedures and services

common legal terms

common professional and conveyancing industry terminology

common words or terms relevant to drafting legal documents for conveyancing transactions

contracts and other legal documents relevant to conveyancing transactions

transactions for personal, business or real estate conveyancing

policies, procedures and business requirements of relevant practice

key rules and procedures for:

use of precedents, templates and statutory forms

construction and interpretation of documents.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

a variety of legal documents to support a transaction.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCNV614 Apply principles of trust accounting

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish, manage and administer trusts or controlled money accounts in a practice. It encompasses reviewing for compliance with trust account requirements, establishing and managing trust accounts, maintaining trust transaction records, and monitoring and reviewing trust accounts.

The unit applies to individuals who use specialised knowledge and systematic approaches to analyse and manage financial information against specified criteria and compliance requirements.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

Unit Sector

Technical Skills – Conveyancing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate trust account compliance	1.1 Identify, record and continuously update practice trust account requirements in line with relevant legislation and regulations 1.2 Develop policies and procedures for trust account-keeping according to trust account requirements, key principles of accounting and financial management, and legislative requirements 1.3 Identify and apply criteria for evaluating electronic or manual trust accounting systems and confirm compliance with trust account requirements
2. Establish and manage trust accounts	2.1 Identify and access source documents for trust transactions according to legislative requirements and practice policies and procedures 2.2 Produce documentation of trust records and transactions and confirm documentation is an accurate record of practice transactions on behalf of clients 2.3 Confirm transactions are supported by required authorisation and documentation and according to legislative requirements and practice policies and procedures 2.4 Record entries and transactions according to relevant trust account requirements, and provide to relevant stakeholder, where required 2.5 Identify discrepancies in entries or documentation and confirm clarification or resolution 2.6 Report discrepancies to relevant authorities, where required 2.7 Check audit and security arrangements and confirm they provide adequate protection for client confidentiality and client funds held in trust
3. Manage and control trust accounts	3.1 Authorise and manage disbursements between trust and office accounts according to legislative requirements and practice policies and procedures 3.2 Make required arrangements with third parties and other professionals and confirm that practice trust accounts comply with legislative requirements 3.3 Distribute practice trust administration policies and procedures to relevant staff according to practice and legislative requirements 3.4 Facilitate continuous training for relevant practice staff according to legislative requirements and practice policies and procedures 3.5 Develop and implement procedures for monitoring records and ensuring the security of trust account records
4. Monitor and review trust accounts	4.1 Review documentation and other reporting requirements for compliance with legislative requirements 4.2 Check and monitor trust account entries and transactions and confirm compliance with legislative requirements and practice policies and procedures 4.3 Monitor trust account transactions and confirm authorisation is obtained prior to any disbursements
5. Authorise and verify trust accounts	5.1 Verify periodic reconciliation in compliance with legislative requirements 5.2 Prepare and discuss periodic financial reports with clients and identify issues, where required 5.3 Maintain records for convenience and auditing 5.4 Meet legislative audit requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Learning	Updates and builds own knowledge and personal competence in order to provide training and mentoring to others
Reading	Reviews and analyses financial information and data from a range of sources to check accuracy and completeness and to identify key aspects relevant to requirements
Writing	Records information and prepares documentation using clear and accurate language to convey and clarify explicit information and requirements
Oral Communication	Participates in verbal exchanges using active listening and questioning techniques to clarify information and confirm understandings with a range of personnel
Numeracy	Analyses and evaluates complex financial information and data against a range of criteria Performs mathematical calculations to complete tasks and to check accuracy and completeness of financial information
Self-management	Takes full responsibility for compliance with legislative and organisational requirements Maintains knowledge of legislative and practice requirements relevant to current role
Planning and organising	Plans, organises and implements processes to complete required tasks efficiently and in compliance with legislative and practice requirements
Technology	Uses the main features and functions of digital tools to complete work tasks and to access information

Unit Mapping Information

Supersedes and is equivalent to BSBCNV506 Establish and manage a trust account.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCNV614 Apply principles of trust accounting

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

establish, administer and manage a trust in a practice on at least two occasions.

In the course of the above, the candidate must:

comply with statutory and legislative requirements for the operation of trust accounts

use standard accounting principles and financial management practices

follow practice policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

accounting and bookkeeping techniques for financial control

auditing and reporting requirements relevant to trust account operations

professional and ethical behaviour relevant to managing trust accounts

legislative and professional requirements relating to client security, privacy and confidentiality

features of commonly used IT and management systems, including trust account management software

trust account operations

practice policies and procedures relating to trust and office accounts

financial, privacy, disclosure and business legislation and regulations relating to trust accounts

security and ethical privacy procedures in relation to trust account operations

statutory standards on the operation, reporting and auditing requirements of a trust account

key processes required to monitor financial performance evaluation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

records showing the establishment and previous management of a practice trust account.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCNV615 Interpret search results for a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to conduct searches and analyse and evaluate all relevant conveyancing data for conveyancing transactions following confirmation of initial instructions from the client.

The unit applies to individuals who use research skills and systematic approaches to organise and collate complex documentation that meets compliance requirements.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

Unit Sector

Technical Skills – Conveyancing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify information needs	1.1 Identify sources of information relevant to the transaction 1.2 Examine documentation and titles and confirm facts relating to transaction 1.3 Define searches to be performed and confirm with client prior to commencement 1.4 Identify and arrange reports and searches with the required bodies according to practice policies and procedures 1.5 Identify applicable fees, taxes, and rebates, and advise client
2. Undertake document investigations	2.1 Perform searches using relevant methods according to practice policies and procedure 2.2 Establish and record legal positions according to practice policies and procedures 2.3 Collect required third-party reports from the relevant bodies
3. Evaluate issues arising with transaction	3.1 Identify, summarise and communicate legal issues and risks to client according to relevant legislation, regulations and practice policies and procedures 3.2 Define and clarify clients’ rights within transaction and communicate with client 3.3 Establish desired outcomes and devise strategies to achieve them in consultation with client 3.4 Assess transaction implications for professional indemnity insurance and take relevant action
4. Deal with third parties and other relevant stakeholders	4.1 Identify relevant third parties and other relevant stakeholders 4.2 Identify information to be obtained from or provided to third parties and other relevant stakeholders 4.3 Conduct consultation with third parties and relevant stakeholders and obtain authorisation
5. Present information relevant to transaction to client	5.1 Present documentation according to relevant legislation and regulations and practice policies and procedures 5.2 Record and document information necessary for transaction to proceed in a legally binding manner in client files 5.3 Advise client of the implications of all information received from or forwarded to relevant parties

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers and collates documentation from a variety of sources Analyses and reviews information for accuracy, completeness and relevance
Writing	Records and maintains information Prepares correspondence and documents clearly and concisely using correct language, concepts and terminology appropriate for purpose and audience
Oral Communication	Participates effectively in verbal exchanges, using questioning and active listening
Numeracy	Analyses, records and consolidates financial information and numerical data Performs mathematical calculations to determine fees and taxes
Self-management	Recognises and responds to relevant legislative requirements, explicit and implicit protocols, policies and procedures and meets expectations associated with own role
Planning and organising	Takes responsibility for developing and implementing organisational processes that comply with legislative requirements and achieve required outcomes
Problem solving	Systematically gathers and analyses all relevant information and evaluates options to solve problems or make decisions
Technology	Uses digital technologies to access, extract and share relevant information to achieve required outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBCNV601 Identify and conduct searches.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCNV615 Interpret search results for a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify information needs, complete searches and evaluate and communicate collected information for a conveyancing transaction on at least three occasions.

In the course of the above, the candidate must:

communicate with a client and third parties involved in a transaction

request and record search information from authorities and third parties

assess transaction risk

present clear, concise and accurate information in relation to a transaction.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

business principles and law applicable to conveyancing transactions

current legislative, regulatory and industry practices, procedures and services

professional and industry terminology

consequences of searches relevant to the conveyancing transaction

procedures and practices for conducting searches

relevant practice policies and procedures

registration procedures and strategies

procedures for risk assessment and evaluation strategies

relevant types of document searches, for personal, business or real estate conveyancing.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

records showing the conduct of conveyancing search.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCNV616 Comply with tax obligations in a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to research and identify tax obligations for a conveyancing transaction within a range of contexts and environments. It encompasses identifying and applying statutory interpretation techniques, identifying and tracking changes to relevant legislation and codes of conduct, maintaining appropriate records, using online platforms to calculate and pay tax, and complying with reporting obligations.

The unit applies to individuals who use specialised knowledge and skills to research and evaluate complex information and tax obligations and apply that information to relevant tasks.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the BSB Companion Volume Implementation Guide or the relevant regulator for specific guidance on requirements.

Unit Sector

Technical Skills – Conveyancing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Research tax obligations	1.1 Identify reliable sources for research information relevant to practice policies and procedures 1.2 Create and document research strategy and confirm that it contains research of state and federal tax obligations that apply to conveyancing transactions 1.3 Implement research strategy and collect all relevant information
2. Identify tax obligations relevant to transaction	2.1 Identify type of conveyancing transaction that requires tax to be paid or withheld 2.2 Identify parties involved in conveyancing transaction 2.3 Assess conveyancing transaction details against research and identify tax obligations 2.4 Identify relevant tax reduction schemes and exemptions according to completed research that may reduce tax payable 2.5 Assess conveyancing transaction details against tax reduction scheme eligibility criteria 2.6 Calculate amount of tax to be paid or withheld from transaction, where required 2.7 Consult relevant legal or accounting specialists and confirm own assessment, where required 2.8 Document tax obligations that apply to conveyancing transaction
3. Apply obligations to transaction	3.1 Communicate identified tax obligations, withholding amounts, reduction schemes, and exemptions to client 3.2 Apply relevant tax reductions schemes and exemptions, where required 3.3 Pay or withhold relevant amount of tax, where required
4. Record and lodge tax obligations	4.1 Identify relevant online platform and download forms according to legislation, regulation, standards and practice policies and procedures 4.2 Interpret forms and complete using transaction details 4.3 Confirm procedure to lodge completed forms 4.4 Lodge forms with relevant authorities 4.5 Record all details of transaction and lodgement according to practice policies and procedures
5. Finalise and file records	5.1 Identify records required to be archived according to legislation, regulation, standards and practice policies and procedures 5.2 Close and archive records according to legislative, regulatory and practice policies and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Accesses information and uses analytical skills to interpret complex documentation from a variety of sources
Writing	Uses correct language and terminology to prepare complex documents including formal and informal letters, reports and applications Accurately completes forms and maintains records
Oral Communication	Effectively participates in verbal exchanges to convey and clarify information with a range of stakeholders
Planning and organising	Plans, schedules and implements processes and tasks to maintain currency of legislation, regulation and codes of practice for organisational use
Self-management	Takes full responsibility for following policies, procedures and legislative requirements and identifies organisational implications of new legislation or regulations
Problem-solving	Uses problem solving processes to identify, analyse and resolve issues that could have legal consequences
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCNV616 Comply with tax obligations in a conveyancing transaction

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on three occasions, research, apply, and record tax obligations in a conveyancing transaction according to legislative requirements and practice policies and procedures.

In the course of the above, the candidate must:

lodge according to tax obligations arising from conveyancing transaction

create and apply a research strategy to identify all tax obligations

communicate effectively with client

archive records according to legislative requirements and practice policies and procedures

consult with relevant specialists.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of:

reliable sources of information

research strategies

types of conveyancing transactions

relevant reduction schemes and exemptions

relevant specialists

GST, CGT and other tax requirements and associated calculations

method to calculate withholding amount

current legislative, regulatory and industry practices, procedures and services

policies, procedures and business requirements of the practice

common professional and industry terminology

common types of transactions for personal, business or real estate conveyancing.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

suitable assessment records showing the establishment of a conveyancing client.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCRT201 Develop and apply thinking and problem solving skills

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to solve problems, develop questions and respond to feedback on questions on workplace issues.

The unit applies to individuals, often working under supervision or guidance, who may be required to think critically, ask essential questions and consider answers to those questions.

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

Unit Sector

Critical Thinking & Problem Solving – Critical Thinking

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Investigate problem solving	1.1 Identify key features and role of problem solving in the workplace 1.2 Identify different types of questions and styles of questioning 1.3 Identify basic problem solving techniques 1.4 Collaborate with relevant stakeholders and share ideas on different types of questions, styles of questioning and applicable problem solving techniques 1.5 Identify challenges in the types of questions, styles of questioning and basic problem solving techniques
2. Prepare and ask questions	2.1 Select a basic workplace issue within job role to be resolved 2.2 Identify ways to structure questions on identified issue in consultation with relevant stakeholders 2.3 Develop questions to consolidate knowledge of selected issue 2.4 Ask prepared questions to relevant personnel
3. Solve basic workplace issues	3.1 Document responses to questions asked according to organisational requirements 3.2 Clarify responses given with further questions and comments 3.3 Apply basic problem solving techniques and document responses to workplace issue
4. Seek feedback on questions and problem solving	4.1 Consult with relevant stakeholders and identify improvements for problem solving process 4.2 Seek feedback on questions, questioning style and problem solving technique from relevant personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Uses listening and questioning techniques to obtain specific information and confirm understanding
Teamwork	Uses accepted practices to discuss ideas with others
Planning and organising	Develops a plan for the use of information gathered

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBCRT101 Apply critical thinking techniques.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCRT201 Develop and apply thinking and problem solving skills

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare, deliver, document and review a set of questions to consolidate understanding of a workplace issue within own job role on at least two occasions

apply basic problem solving techniques to a workplace issue on at least four occasions.

In course of doing the above, the candidate must:

use a range of different types of questions and styles of questioning

identify potential issues that may arise in problem solving processes

develop questions designed to consolidate information of selected issue

ask questions to relevant stakeholders, using further questions and comments to clarify responses provided

seek feedback on questions developed.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features and processes of critical thinking and problem solving

basic problem solving techniques

different types of questions and their relevance to different situations

effective questioning techniques

typical blockers to problem solving processes

role of critical thinking for businesses, the community and at an individual level.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to simulated challenges and situations to demonstrate the application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCRT311 Apply critical thinking skills in a team environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to apply critical thinking skills to generate solutions to workplace problems in a team environment.

The unit applies to individuals who are required to develop and extend their critical and creative thinking skills to different issues and situations. These individuals apply a range of problem solving, evaluation and analytical skills resolve workplace issues within a team context.

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

Unit Sector

Critical Thinking & Problem Solving – Critical Thinking

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to address workplace problem	1.1 Identify and select workplace problem to address within scope of job role of team members 1.2 Identify organisational and legislative frameworks applicable to selected problem 1.3 Develop questions to identify key issues and challenges of selected problem 1.4 Consult key stakeholders using questions to gather information on selected problem
2. Evaluate solutions for workplace problem	2.1 Identify a range of critical thinking techniques to generate solutions to selected problem 2.2 Develop solutions using knowledge and experience of team members 2.3 Explain development process for individual solutions generated to team members 2.4 Apply agreed criteria for selecting most suitable option in consultation with team members 2.5 Critically evaluate solutions generated and select solution to be implemented
3. Finalise and review solution development process	3.1 Present solution to relevant stakeholders with explanation of critical thinking processes involved 3.2 Respond to challenges and questions from stakeholders 3.3 Evaluate critical thinking processes with team members and using feedback received 3.4 Identify critical thinking learnings to apply to individual and team situations

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Uses questioning as a strategy to expand knowledge Reflects on existing thinking and current practices to generate new ideas
Oral communication	Participates in a verbal exchange of ideas and elicits the view and opinions of others by listening and questioning
Reading	Comprehends textual information and integrates ideas and concepts from various sources
Writing	Documents observations and experiences related to problem solving
Teamwork	Collaborates with others to test, strengthen and explore new ideas and different ways of thinking

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBCRT301 Develop and extend critical and creative thinking skills.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCRT311 Apply critical thinking skills in a team environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

generate and present solutions to a workplace problem on at least two occasions.

In the course of the above, the candidate must:

identify and analyse workplace problems as part of a team

develop questions on key challenges of a chosen problem

consult relevant stakeholders to gather information on workplace problem

use a range of creative thinking techniques as part of a team to generate ideas or responses to questions or issues

use critical thinking processes to develop relevant questions and criteria for identified workplace issue

present to relevant stakeholders and respond to answers

assess feedback to identify key personal and team learnings.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational and legislative frameworks

advantages of different perspectives when asking questions

critical thinking techniques

applicable criteria to assess potential solutions to workplace issue

boundaries to be considered when generating ideas and responses

methods to develop individual critical and creative thinking skills.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to specific challenges and situations to which critical and creative thinking may be applied to workplace problems as part of a team.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCRT411 Apply critical thinking to work practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to use advanced-level critical thinking skills in a workplace context. This includes using methods of analysis, synthesis and evaluation.

The unit applies to individuals who evaluate existing or proposed work practices. These individuals are typically responsible for reviewing or developing work processes, products or services that may be proposed or already existing.

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

Unit Sector

Critical Thinking & Problem Solving – Critical Thinking

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish role of critical thinking in workplace	1.1 Identify key characteristics of critical thinking processes 1.2 Evaluate situations in which critical thinking concepts are applied in work practices 1.3 Articulate benefits of applying critical thinking practices in the workplace
2. Lead critical thinking process	2.1 Analyse existing and proposed work practices and identify limitations 2.2 Locate information on selected work practices for the development of solutions 2.3 Determine solutions for workplace limitations using critical thinking concepts 2.4 Develop a proposal for solutions using a decision-making framework according to organisational policies and procedures 2.5 Present ideas for solutions and justify decision making process to relevant stakeholders
3. Develop critical thinking mindset	3.1 Review decision making practices in the work area 3.2 Seek feedback from relevant stakeholders on use of critical thinking from relevant stakeholders 3.3 Identify areas for self-development in relation to own job role 3.4 Develop plan for future process evaluations and incorporate improvements identified

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Reflects on own performance and seeks opportunities to improve own skills and knowledge Identifies the key themes and ideas to be explored and ways to response to and use diverse perspectives
Numeracy	Interprets and critically analyses numerical data to determine work process requirements
Oral communication	Articulates ideas and requirements clearly and persuasively using techniques appropriate to audience and environment Participates in a verbal exchange of ideas and elicits the view and opinions of others by listening and questioning
Reading	Interprets, evaluates and extracts relevant information from a range of texts for work requirements
Writing	Develops clear workplace documents appropriate to audience and context Selects appropriate channel, format, tone and content to suit purpose and audience
Teamwork	Seeks to establish interpersonal connections to facilitate work with a diverse range of people
Initiative and enterprise	Identifies the implications of legal and regulatory responsibilities on own work Adheres to implicit and explicit organisational procedures and policies, seeking advice from others if necessary
Planning and organising	Uses systematic processes to gather and analyse information required to make decisions
Problem-solving	Uses problem-solving skills to evaluate and challenge ideas and move towards solutions
Technology	Uses features and functions of digital tools and technologies to store and present information

Unit Mapping Information

Supersedes and is equivalent to BSBCRT404 Apply advanced critical thinking to work processes.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCRT411 Apply critical thinking to work practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop solutions for two different workplace limitations using critical thinking concepts.

In the course of the above the candidate must:

use a range of critical thinking techniques to identify and address limitations in workplace practices

ask questions to broaden understanding of task requirements

use various information sources to provide answers to proposed questions

develop a proposal to articulate to a broad range of workplace stakeholders a solution to an identified issue

incorporate feedback and self-reflection to critically assess performance.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

critical thinking concepts and the value of applying such approaches in a work environment

key characteristics of critical thinking processes

sources of reliable information relevant to workplace practices

key components of decision- making frameworks

features and limitations of workplace practices

legislative requirements relating to workplace practices

components of self-evaluation and development.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

technology, software and resources required to implement and maintain internal control procedures

corporate governance documentation required for role

organisational operational policies and procedures required for role.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCRT412 Articulate, present and debate ideas

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to articulate, present and debate ideas in a work or broader life context using creative techniques in order to provoke response, reaction and critical discussion.

The unit applies to individuals who contribute and present ideas that may be complex in nature and may relate to new products, services, processes or creative works. These individuals are required to communicate ideas persuasively.

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

Unit Sector

Critical Thinking & Problem Solving – Critical Thinking

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish framework for communication	1.1 Assess purpose of, and audience for communication according to task requirements 1.2 Evaluate advantages and disadvantages of various methods of communication according to task requirements 1.3 Research organisational or legislative frameworks applicable to communication
2. Develop ideas for communication	2.1 Assess persuasive communication techniques against objectives of communication 2.2 Identify specific ways to provoke and encourage response in individuals or groups in consultation with others 2.3 Consider potential communication challenges and strategies for mitigation 2.4 Research and document selected key ideas for presentation according to objectives of communication
3. Debate and discuss ideas	3.1 Present substantiated communication to audience 3.2 Facilitate conversations that challenge existing, and explore new, approaches to idea generation 3.3 Respond to questions about communication with relevant information 3.4 Use feedback to refine communication

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Articulates ideas and requirements clearly and creatively using techniques appropriate to audience and environment Participates in a verbal exchange of ideas and elicits the view and opinions of others by listening and questioning Uses a range of persuasive responses and makes comparisons which show an understanding of topics and concepts
Writing	Presents clearly written formats, drawing on a range of communication practices to achieve goals
Initiative and enterprise	Identifies opportunities to develop and apply new ideas and select ideas for implementation Identifies key themes and ideas to be explored and identifies ways to respond to and use diverse perspectives
Technology	Uses features and functions of digital tools and technologies to store and present information

Unit Mapping Information

Supersedes and is equivalent to BSBCRT401 Articulate, present and debate ideas.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCRT412 Articulate, present and debate ideas

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

facilitate a discussion and debate on ideas with at least two different audience types.

In the course of the above, the candidate must:

evaluate the purpose, audience and legislative and organisational frameworks applicable to task

identify and analyse methods to elicit responses from audiences in consultation with others

identify challenges to communication of ideas for mitigation

research selected ideas for presentation

adopt persuasive communication techniques

participate actively in presentation and critical discussion of ideas

respond constructively to presentation feedback

use feedback to further refine developed communication.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

ways in which individuals receive and respond to ideas and information, and factors that influence response

advantages and disadvantages of various methods of communication

organisational or legislative frameworks applicable to subject or format of communication

key features of persuasive communication techniques, including storytelling

methods of researching ideas including:

desktop research

consultation with relevant experts

common techniques to tailor comments to audiences.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to opportunities to present, discuss and debate ideas with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCRT413 Collaborate in creative processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to engage in a creative process and reflect on own role in the process.

The unit applies to individuals who are working in creative industries, as well as those involved in broader business and community activities where creative team effort is highly valued.

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

Unit Sector

Critical Thinking & Problem Solving – Critical Thinking

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Enter into a collaborative creative process	1.1 Identify individual and group responsibilities according to task requirements 1.2 Identify legislative and organisational frameworks applicable to task 1.3 Identify expectations of collaborative process and task outcome with team 1.4 Confirm channels to communicate with team
2. Engage in a collaborative creative process	2.1 Develop action plan for collaboration 2.2 Establish solutions according to task requirements in collaboration with team 2.3 Provide constructive feedback on the ideas of others 2.4 Support team members to meet task requirements
3. Reflect on own role in the collaborative creative process	3.1 Reflect on personal level of participation, relationships with others and personal behaviour in the collaborative process 3.2 Seek feedback from others on personal contribution and participation 3.3 Identify methods and opportunities to improve collaborative skills

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Reflects on processes and outcomes and identifies some key principles that may be relevant in future situations
Oral communication	Presents ideas clearly using language and features suitable to diverse audiences Uses listening and questioning techniques to elicit the views and opinions or others and to confirm understanding Actively identifies the requirements of important communication exchanges, selecting appropriate channel, format, tone and content to suit purpose and audience
Writing	Notes comments, suggestions and ideas for own use
Teamwork	Looks for ways of establishing connections and building genuine understanding with a diverse range of people Responds to and uses diverse perspectives to enrich the creative process Contributes to creating a climate where people feel comfortable to suggest, explore, adapt and adopt new ideas as a regular part of work life
Problem-solving	Uses problemsolving skills to evaluate and challenge ideas and move towards solutions
Self-management	Reflects on personal values, behaviours and assumptions and considers how these might be perceived by others

Unit Mapping Information

Supersedes and is equivalent to BSBCRT402 Collaborate in a creative process.

Supersedes but is not equivalent to BSBCRT403 Explore the history and social impact of creativity.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCRT413 Collaborate in creative processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

collaborate in a creative process on at least two occasions.

In the course of the above, the candidate must:

contribute to a collaborative creative process in a way that generates, expands and develops ideas into a wellconceived solution

develop an action plan with team according to task requirements

evaluate and seek feedback on own role in the collaborative process

identify and act on ways to enhance own ability to contribute effectively to a collaborative creative process.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legal framework that applies to the collaboration of creative process

methodologies for creative idea generation and refinement

features of trustworthy and ethical behaviour in the context of creative endeavours

various roles individuals may play in a collaborative creative process and how these roles contribute to the overall effort

strategies to develop teamwork in a collaborative creative process

components of team action plan including:

task requirements

timelines

delegation of responsibilities

techniques for maximising the potential for creativity in a team.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

a team of people in a collaborative creative process.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCRT511 Develop critical thinking in others

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop critical and creative thinking skills in others within a workplace context.

The unit applies to individuals who are developing and coaching others, for whom critical thinking skills (including analysis, synthesis, and evaluation) are an important part of their job roles. This unit applies to individuals who are typically responsible for leading teams.

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

Unit Sector

Critical Thinking & Problem Solving – Critical Thinking

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess individual and team critical and creative thinking skills	1.1 Research models of critical and creative thinking 1.2 Develop questions to identify individual and team knowledge gaps 1.3 Facilitate formal and informal learning opportunities for addressing identified gaps 1.4 Articulate key features of critical and creative thinking concepts to relevant personnel
2. Establish an environment that encourages the application of critical and creative thinking	2.1 Analyse current organisational systems to identify gaps or barriers to critical thinking 2.2 Develop processes that create a safe environment for critical and creative thinking approaches 2.3 Facilitate opportunities for team members to apply critical thinking skills to workplace problems 2.4 Provide feedback to team members on performance of tasks
3. Monitor and improve thinking practices	3.1 Collect and analyse feedback from individuals and teams on critical and creative thinking opportunities 3.2 Identify additional support required for teams and individuals 3.3 Develop recommendations for improvements in future learning arrangements according to relevant legislation and organisation policies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Transfers skills and knowledge to a variety of team development contexts Evaluates own performance and outcomes of learning processes to identify opportunities for improvement
Oral communication	Identifies and articulates ideas and requirements clearly and persuasively using techniques appropriate to audience and environment Participates in a verbal exchange of ideas and elicits the views and opinions of others by listening and questioning
Reading	Researches, analyses and evaluates textual information, from a wide range of sources, to identify information relevant to systems that support critical thinking and learning
Writing	Develops complex strategies using language and format appropriate to the audience and purpose
Teamwork	Looks for ways of establishing connections and building genuine understanding with a diverse range of people Uses inclusive and collaborative techniques to negotiate, influence and elicit the views and opinions of a wide range of stakeholders
Initiative and enterprise	Identifies implications of legal and regulatory responsibilities on own work
Planning and organising	Accepts responsibility for planning and implementing systems and strategies to achieve organisational goals, negotiating key aspects with others Adheres to implicit and explicit organisational policies and procedures, seeking advice from others if necessary

Unit Mapping Information

Supersedes and is equivalent to BSBCRT502 Develop critical thinking in others.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCRT511 Develop critical thinking in others

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop an environment for an organisation or work area that supports the application of critical and creative thinking methods.

In the course of the above, the candidate must:

identify critical and creative thinking concepts and approaches, and their application to a workplace context

facilitate relevant learning opportunities for others

develop questions and prompt questioning to broaden knowledge and understanding of the team member cohort

monitor team skill development to develop recommendations on future learning arrangements to be implemented in future planning.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

models of critical and creative thinking

features of critical thinking concepts and approaches including analysis, synthesis, and evaluation

existing workplace objectives, processes and resources

characteristics of organisational learning environments and related learning systems

legislative requirements relating to workplace procedures

sources of reliable information relevant to workplace procedures

features of industry best practice approach to instruction on critical and creative thinking methods

leading a team and individuals to develop critical and creative thinking skills.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures required for role.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCRT512 Originate and develop concepts

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to originate and develop concepts for products, programs, processes or services to an operational level.

The unit applies to individuals who develop concepts for any business or community activity or process. This may include marketing and advertising campaigns, staff development programs, information technology and communication systems, radio and television programs and entertainment events. These individuals operate with a high degree of autonomy and also collaborate with others to generate ideas and refine concepts for implementation.

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

Unit Sector

Critical Thinking & Problem Solving – Critical Thinking

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Scope issue	1.1 Select issue to be explored in consultation with relevant personnel 1.2 Assess possible solutions to business issue and identify restrictions according to job role and organisational policy 1.3 Research information on possible solutions to identified issue 1.4 Assess factors affecting viability of possible solutions
2. Generate and present solutions	2.1 Brainstorm ideas for addressing issue 2.2 Evaluate ideas against identified factors affecting viability 2.3 Compare ideas with best practice examples of similar products or programs or processes or services 2.4 Select and present a solution in relevant format to stakeholders
3. Refine solutions for implementation	3.1 Seek feedback on ideas from stakeholders 3.2 Respond to questions with substantiated answers 3.3 Document feedback according to organisational requirements 3.4 Refine and finalise solution according to task requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Reflects and evaluates methods used to develop concepts and seeks ways to improve Actively elicits views and opinions of others to develop and refine ideas
Oral communication	Expresses thoughtful and challenging opinions using engaging language and non-verbal features Elicits views and information from others using a range of active listening and questioning techniques
Reading	Interprets and evaluates a range of complex information
Writing	Documents findings and ideas using language and structure to suit the purpose Prepares proposals and plans for relevant stakeholders incorporating appropriate vocabulary and grammatical structures
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction and influencing direction Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information
Planning and organising	Uses systematic, analytical processes in complex, non-routine situations to gather and evaluate possible concepts, and select the most appropriate concept for development Monitors outcomes, considering results from a range of perspectives and identifying key concepts and principles that may be adaptable to future situations
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBCRT501 Originate and develop concepts.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCRT512 Originate and develop concepts

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, refine and implement a solution to address a workplace issue on at least one occasion.

In the course of the above, the candidate must:

consult with stakeholders to identify workplace issue to be addressed within scope of job role and organisational policy

generate potential ideas that provide innovative solutions to identified issues

evaluate viability of ideas

present ideas and information to others and reflect on responses

refine chosen solution in response to feedback.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

creative thinking techniques to generate innovative solutions to issues

existing products, programs, processes or services to address selected issue

factors affecting viability of possible solutions including:

commercial potential

suitability for the target audience or purpose

feasibility of implementing solution

issues and requirements to commercialise the concept

practical and operational issues to be considered in specific work or community context

practical and operational issues that determine whether a concept can be implemented

techniques for generating creative ideas and solutions, and for translating them into workable concepts.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

background information required to evaluate the operational factors that will affect the implementation of concepts

opportunities to collaborate with others throughout the concept development process.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBCRT611 Apply critical thinking for complex problem solving

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to apply critical thinking in order to develop solutions to complex issues arising in the workplace.

The unit applies to individuals who are required to think critically in order to develop structured and innovative solutions to overcome complex organisational issues. Individuals in these roles operate with a high degree of autonomy and may undertake non-standard work tasks involving escalated risks. These individuals are often responsible for a team or work area.

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

Unit Sector

Critical Thinking & Problem Solving – Critical Thinking

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Scope problem solving process	1.1 Identify complex issue for resolution within scope of job role and in consultation with relevant stakeholders 1.2 Document task objectives and risks involved in pursuing identified issue 1.3 Research legislative frameworks and organisational policy or procedures applicable to identified issue 1.4 Calculate required resources and present to relevant stakeholders
2. Lead solution development process	2.1 Facilitate ideation session with relevant stakeholders 2.2 Evaluate formulated solutions for advantages and limitations using critical thinking techniques 2.3 Apply decision-making processes to select most viable solution 2.4 Prepare a brief on proposed solution according to organisational policy and present to key stakeholders
3. Refine solution for implementation	3.1 Develop a feedback register to systematically record feedback according to organisational requirements 3.2 Refine proposal based on analysis of feedback 3.3 Seek necessary approvals to implement solution

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Evaluates own performance to identify opportunities for improvement Makes a range of critical and non-critical decision in relatively complex situations, taking a range of constraints into account
Numeracy	Interprets, analyses and presents numeric and financial information to identify patterns and trends
Oral communication	Identifies and articulates ideas and requirements clearly and persuasively using techniques appropriate to audience and environment Participates in a verbal exchange of ideas and elicits the views and opinions of others by listening and questioning
Reading	Gathers, interprets and analyses textual information when developing the proposal and monitoring operational performance
Writing	Communicates relationships between ideas and information, matching style of writing to purpose and audience
Planning and organising	Systematically gathers and analyses all relevant information and evaluates options in order to monitor performance and identify opportunities for improvement
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

No equivalent unit. New unit.

Supersedes but is not equivalent to BSBCRT601 Research and apply concepts and theories of creativity.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBCRT611 Apply critical thinking for complex problem solving

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead the process for addressing at least one complex workplace issue up to the point of implementation.

In the course of the above, the candidate must:

identify task objectives and risks involved with pursuing identified problem

research legislative frameworks and applicable frameworks for identified problem

calculate resources required for solution development process

facilitate others in idea generation for possible solutions

present proposed solution to key stakeholders

use feedback to revise solution to achieve stakeholder approval

seek necessary approvals for the implementation of the solution.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative frameworks and organisational policy or procedures applicable to identified workplace problem

critical and creative thinking techniques applicable to performance evidence

advantages and risks in the development of solutions for identified workplace problems

decision-making processes including barriers to effective decision-making

sources of relevant information to identified issue, including desk research and stakeholder consultations

organisational requirements for development and presentation of a brief and feedback register

approval process for workplace solution.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the customer service field of work and include access to:

organisational policies and procedures

opportunities to collaborate with others throughout the concept development process

resources required to undertake research, prepare a brief and develop a feedback register.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBDAT201 Collect and record data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to collect and record data according to organisational policies and procedures.

The unit applies to individuals who perform a range of routine tasks, using limited practical skills and fundamental operational knowledge and who work under some supervision and guidance.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to collect data	1.1 Confirm task requirements 1.2 Identify source of data 1.3 Identify method of data collection and recording procedures according to organisational policies and procedures
2. Collect data	2.1 Access data at source 2.2 Use identified data collection methods according to task requirements 2.3 Action data source difficulties within scope of own role, or escalate to required personnel
3. Finalise data collection	3.1 Record data in database according to organisational policies and procedures using safe work practices 3.2 Identify and action issues encountered within scope of own role, or escalate to required personnel 3.3 Record issues encountered according to organisational policies and procedures 3.4 Check work against task requirements and amend database where required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets information from relevant sources
Writing	Uses clear, specific and industry-related terminology to complete and update workplace documentation
Oral communication	Uses appropriate tone, pace, and listening and questioning techniques to confirm understanding
Technology	Uses specific functions and key features of common digital systems and tools and operates them effectively to complete data collection tasks

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBCUE204 Collect data.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBDAT201 Collect and record data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

collect and record data on at least two different occasions from at least two different sources.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key data-collection methods

work health and safety risks that apply to data-collection methods

organisational policies and procedures for collecting and recording data

key features and functions of technology used to collect data

data sources relevant to performance evidence

code of conduct relevant to data-collection.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant organisational policies and procedures

data sources

a database

personnel for escalation of potential source or database issues.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBDAT501 Analyse data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to analyse data from a range of sources and to report findings of that data analysis.

The unit applies to those typically in roles required to analyse data, communicate trends and make recommendations.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for data analysis	1.1 Establish task requirements 1.2 Access source of reliable data according to task requirements and organisational policies and procedures 1.3 Evaluate reliability of data 1.4 Store data according to organisational policies and procedures
2. Analyse dataset	2.1 Select methods of data analysis according to task requirements and industry best practice 2.2 Categorise data for analysis 2.3 Analyse and synthesise data according to task requirements, organisational policies and procedures and industry best practice
3. Finalise data analysis process	3.1 Conduct statistical analysis to confirm accuracy of data analysis 3.2 Identify and remove incorrect results 3.3 Select outcomes that are relevant to purpose of analysis 3.4 Report on key outcomes 3.5 Store analytics results and report according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Researches, analyses and evaluates textual information, from a wide range of sources, to identify information relevant to data analysis
Oral communication	Uses a range of techniques to communicate complex concepts
Numeracy	Analyses and synthesises highly embedded mathematical information while analysing results
Teamwork	Actively identifies requirements of important communication exchanges, selecting appropriate channel, format, tone and content to suit purpose and audience
Planning and organising	Efficiently and logically sequences stages of data analysis
Technology	Uses appropriate technology platforms and query languages and scripts to analyse data

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBCUE404 Collect, analyse and record information

BSBCUE503 Manage data interrogation

BSBITU501 Conduct data analysis.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBDAT501 Analyse data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

analyse and report on three datasets according to:

organisational policies and procedures

industry best practice

develop report on key outcomes of analysis of datasets.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key details of datasets and techniques for synthesising data

organisational policies and procedures relating to:

accessing information

recording and reporting outcomes of analysis

requirement for data analysis

key features of industry standards and techniques relating to data analysis

potential data sources and factors that impact on reliability of data, including timeliness, authority, audience, relevance and potential for bias

importance and value of data analysis

methods of data analysis

statistical analysis

key legislative requirements relating to data analysis

methods of reporting analysis.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

technology, software and consumables required to analyse data

organisational operational policies and procedures required for performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB301 Investigate business opportunities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify a business opportunity and its key components. This requires undertaking research to determine the viability of the opportunity, with reference to the legislative frameworks affecting the business.

The unit applies to those establishing or operating a business providing self-employment, as well as those establishing a new venture as part of a larger organisation. The business opportunities may relate to products and/or services offered by the business.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify potential opportunities for business	1.1 Source and analyse market information for potential opportunities 1.2 Analyse information and list details of business ideas and opportunities 1.3 Identify and describe products and/or services that match business ideas 1.4 Identify and analyse available business, financial, digital technology and technical factors related to the potential opportunities 1.5 Identify customers for the products and/or services
2. Investigate market needs and factors affecting market	2.1 Collect, investigate and analyse business and market information, trends and developments from primary and secondary sources to identify market needs related to business opportunities 2.2 Identify ethical and cultural requirements of the market 2.3 Identify projected changes in population, economic activity and other macro external factors that may impact business opportunities 2.4 Review identified needs and factors and identify their potential impact on business opportunities 2.5 Investigate marketing and promotion activities and strategies for identified products and/or services
3. Finalise investigation into business opportunities	3.1 Review personal factors against business opportunities and identify their impact on opportunities 3.2 Examine options to address and minimise negative impact and strengthen positive impact of personal factors 3.3 Document outcomes of investigation into business opportunity

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Analyses and evaluates information and integrates facts and ideas
Writing	Uses information and industry-related terminology to develop required documentation
Numeracy	Extracts, evaluates and compares numerical information to determine resources and identify trends
Technology	Uses a range of digitally based technology and applications to access and filter data, and then extract, organise and integrate relevant information

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBSMB201 Identify suitability for micro business

BSBSMB301 Investigate micro business opportunities

BSBSMB306 Plan a home based business.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB301 Investigate business opportunities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify and investigate at least one business opportunity and assess the probability of success.

In the course of the above, the candidate must:

research and analyse information from a range of sources for its potential impact on the market, products and/or services, and customers

match personal factors to business opportunities.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

sources of business and market information on business ideas and potential business opportunities, including:

potential clients and past leads

competitor activities, products and services

industry trends and insights

legislative and regulatory requirements relevant to opportunities being investigated

market information, trends and developments, including:

new and emerging markets and their features

expected market growth or decline and associated risk factors

economic activity, including projected or potential movements in prices

projected changes in availability of resources

personal factors involved in choosing preferred opportunity include:

own skills and aspirations

own commitments, expectations and capabilities

criteria for determining the viability of a business opportunity, including:

market size, potential, needs and trends

financial considerations

benefits and challenges of digital technologies relevant to opportunities

resource availability

business research methods and data collection tools and software

impact of ethical and cultural requirements of market on opportunities and products.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

internet access for research

source of information on potential business opportunities, including customer or supplier information

data collection tools and software

legislative and regulatory information relating to business opportunities

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB302 Develop and present business proposals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to research the viability of ideas for business opportunities and develop and present proposals for viable options in formats suiting a range of stakeholders.

The unit applies to those establishing or operating a business providing self-employment, as well as those establishing a new venture as part of a larger organisation. The proposals may relate to products and/or services offered by the business.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate business ideas	1.1 Identify ideas relating to business opportunities 1.2 Research key factors influencing their financial viability 1.3 Analyse business ideas to determine viability of business opportunity 1.4 Record outcomes of evaluation according to workplace procedures
2. Manage risk associated with business proposal	2.1 Identify potential risks associated with opportunity ideas and viability of business 2.2 Communicate with relevant stakeholders the potential risks 2.3 Assist relevant stakeholders to develop risk management systems
3. Develop proposal for viable business idea	3.1 Identify audience for proposal, and required structure and content 3.2 Establish budget according to financial viability 3.3 Develop description of business idea according to identified budget and business opportunities 3.4 Confirm that draft proposal meets requirements
4. Present business proposal	4.1 Determine presentation method suited to audience 4.2 Provide customised business proposal to target audience 4.3 Seek feedback to inform future proposals

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets information from a range of sources
Writing	Uses information and industry-related terminology to complete required documentation
Numeracy	Extracts, evaluates and compares numerical information
Initiative and enterprise skills	Plans and implements tasks required to prepare and present a business proposal Analyses and evaluates options before making decisions, considering needs, resources and constraints
Technology	Uses a range of digital tools to access, organise, integrate and present relevant information

Unit Mapping Information

Supersedes and is equivalent to BSBSMB302 Develop a micro business proposal.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB302 Develop and present business proposals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and present a business proposal for a product or service.

In the course of the above, the candidate must:

analyse information from a range of sources to evaluate the viability of the business opportunities, including:

consideration of personal commitments

risk identification and assessment

personal skills and attributes analysis against required skills

anticipated financial returns.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

factors influencing financial viability of business ventures, including financial returns

factors influencing viability of business ideas, including:

impact of emerging or changing technology

personal circumstances and suitability of own skills profile

assessed risks

availability of required resources

key requirements for business proposals, including:

information relating to legislative requirements, regulations, standards and codes or practice

structure and content suited to audience needs

formats and methods of presentations

description of products and/or services

workplace procedures for:

recording outcomes of proposal evaluation

establishing income and expenditure costing for business proposal

principles of risk assessment relevant to business opportunity described in performance evidence.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business technology, including internet access and presentation software

legislation, regulations, standards and codes of practice relating to business proposal described in performance evidence

workplace documentation and resources relevant to performance evidence

interaction with others for presentation purposes.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB303 Organise finances for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to estimate start-up costs, financial viability and projected cash flow and budget for a new business venture. It involves assessing the need to access required finances based on calculations and estimates undertaken.

The unit applies to those establishing a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to organise finances for new business venture	1.1 Establish current financial situation, showing funds available and commitments already incurred 1.2 Identify equity finance and assets from available sources 1.3 Identify business mix and forecast expected business activity over a year
2. Determine required finances for new business venture	2.1 Estimate start-up costs for business venture according to established business activities 2.2 Estimate income and expenses for first year of operation 2.3 Project cash flow for first year of operation 2.4 Seek specialist financial advice as required according to workplace procedures 2.5 Record cash flow and budget and required finances
3. Plan to access finances for new business venture	3.1 Investigate and source suitable types of finances 3.2 Establish methods of accessing finances and servicing any repayment schedule 3.3 Complete required documentation

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers, interprets and analyses a variety of textual information from a range of sources and identifies relevant and key information
Writing	Uses information and industry-related terminology to complete required workplace documentation
Oral Communication	Uses listening and questioning techniques to seek information and confirm understanding
Numeracy	Analyses numerical information to complete required calculations and estimates
Initiative and enterprise	Seeks input and expert advice when decisions involve unfamiliar issues Determines priorities and sequences steps involved in clearly defined familiar tasks, and identifies and assembles resources required
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBSMB303 Organise finances for the micro business.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB303 Organise finances for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

organise finances for at least one new business venture.

In the course of the above, the candidate must:

investigate financial position, commitments and needs

determine projected cash flow and budget for business venture

estimate finances needed to establish and operate the business venture.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

sources of specialist financial advice relating to new business ventures, including Australian Taxation office (ATO)

accounting software for use in the business venture described in performance evidence

key financial terminology relevant to new business ventures

relationship between finances and sales and marketing strategies

workplace procedures for:

costing or pricing and preparing financial forecasts

estimating start-up costs, including cost of expenses and assets

seeking specialist financial advice

income and costs to be considered when estimating operating budget, including:

monthly variable and fixed costs required for business activity

drawings needed for business venture to be financially viable

monthly income generated by business venture based on price per unit item or hourly charge rate for labour

goods and services tax

operating finance required for business.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business technology, including internet access

finance documentation and resources relating to business described in performance evidence

sources of specialist advice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB304 Determine resource requirements for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify resources required for new business ventures; select options for acquiring them; and develop procedures and systems for introducing, using and maintaining them.

The unit applies to those establishing a business providing self-employment, as well as those establishing a new venture as part of a larger organisation. Resources may include business machinery, equipment and software.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish resource requirements of new business venture	1.1 Analyse business profile and consult with required personnel to determine business requirements for resources 1.2 Analyse factors impacting type and quantity of required resources 1.3 Record proposed type and quantity of required resources
2. Source resources required in new business venture	2.1 Research options for acquiring resources that meet business outcomes 2.2 Evaluate identified options to determine reliability, risk, cost, and ease of access to service and support 2.3 Engage with suppliers and other key people to negotiate supply of resources according to established workplace activities 2.4 Select and document resources to be acquired and seek approval.
3. Prepare for use of selected resources in new business venture	3.1 Obtain or design procedures and systems for effective and efficient introduction and use of selected resources 3.2 Ensure procedures are in place to monitor resource use and maintain, repair and replace resources

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers, interprets and analyses textual and numerical information from a range of sources and identifies key information
Writing	Uses information and industry-related terminology to complete simple instructional documentation
Oral communication	Uses relevant language suitable to audience to convey requirements, and listening and questioning techniques to confirm understanding
Numeracy	Analyses numerical information to calculate resource and equipment expenditure
Initiative and enterprise	Researches new ideas and opportunities, selecting appropriate options as required
Technology	Uses a range of digitally based technology and applications to access and filter data, and then extract, organise, integrate and share information

Unit Mapping Information

Supersedes and is equivalent to BSBSMB304 Determine resource requirements for the micro business.

Supersedes but is not equivalent to:

BSBSMB307 Set up information and communications technology for the micro business

BSBSMB308 Improve energy efficiency in micro or small business operations.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB304 Determine resource requirements for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

select at least two different types of resources for a new business venture, one of which must relate to digital technologies.

In the course of the above, the candidate must:

select resources that suit the business venture profile

calculate required resource levels in line with business profile and projected business activity

select options for resource acquisition suited to business venture, including financial position and stakeholder needs

ensure procedures and systems are in place in relation to selected resources.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

business requirements relating to required resources, including legislative and regulatory

business venture profile and structure

factors impacting type of resources required, including:

benefits and challenges of specific resources

functions of required digital technologies, business equipment and machinery

warranties and conditions of use

factors impacting quantity of resources required, including:

business profile

projected business activity levels

business financial position

workplace procedures and systems for:

selecting and documenting resources to be acquired

seeking approval for resource acquisition

engaging with potential and existing suppliers

negotiating arrangements for supply of resources

using and maintaining resources.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business equipment and resources, including maintenance manuals

business technology, including internet access

workplace documentation and resources relevant to performance evidence, including a sample business profile.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB305 Address compliance requirements for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to source advice and specialist services to assist in addressing business compliance relating to regulatory, taxation and insurance requirements.

The unit applies to those establishing a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Research compliance requirements of new business venture	1.1 Identify regulatory, taxation and insurance requirements relevant to new business venture 1.2 Access information that assists in interpreting and explaining identified compliance requirements 1.3 Research relationships between legislation, regulations, codes of practice, associated standards and accessed information to determine compliance requirements of the business venture
2. Seek specialist advice on compliance and risk minimisation	2.1 Identify sources of specialist advice and services relevant to identified compliance requirements and business venture profile 2.2 Select and access identified specialist advice and services according to business needs, available resources, and workplace procedures 2.3 Clarify and confirm compliance requirements and their appropriateness for business, and risk minimisation needs with advisors 2.4 Review and document advice and procedures
3. Take action to support business compliance	3.1 Arrange insurance cover for the business according to business needs, available resources, and workplace procedures 3.2 Implement compliance procedures according to specialist advice received 3.3 Seek feedback on implemented compliance procedures from required personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets legislative and regulatory information relevant to business requirements
Oral communication	Articulates clearly using specific and relevant language suitable to audience to convey requirements, and listening and questioning techniques to confirm understanding
Numeracy	Analyses numerical information to calculate specific business requirements Uses formal and informal mathematical language to discuss compliance
Self-management	Takes some personal responsibility for ensuring business compliance with legal and regulatory requirements
Planning and organising	Plans routine tasks with goals and outcomes, taking some responsibility for decisions regarding sequencing and timing Determines priorities and sequences steps involved in clearly defined tasks, and identifies and assembles resources required

Unit Mapping Information

Supersedes and is equivalent to BSBSMB305 Comply with regulatory, taxation and insurance requirements for the micro business.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB305 Address compliance requirements for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement procedures to address at least two different compliance requirements for a business or new business venture.

In the course of the above, the candidate must:

identify, select and access sources of advice on compliance and risk minimisation procedures

identify regulatory, taxation and insurance compliance requirements, and risk minimisation needs.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

regulatory, taxation and insurance compliance information, and specialist advice and services in relation to operation of new business ventures, including:

industry codes of practice and standards

registration and licensing

work health and safety (WHS) requirements and responsibilities

required insurances

workplace procedures that support compliance of new business venture, including for:

selecting and accessing specialist advice and services

arranging business insurance cover

key components of compliance procedures:

following taxation and industrial relations principles

updating and maintaining legal documents

investigating areas of non-compliance

monitoring provision of products and/or services

taking corrective action where necessary.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business technology, including internet access for research

legislation, regulations, codes of practice and standards relating to compliance requirements described in performance evidence

workplace procedures and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB401 Research and develop business plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to research and develop business plans for achieving business goals and objectives.

The unit applies to those establishing or operating a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop business plan	1.1 Identify purpose and required components of business plan 1.2 Identify and document business goals, objectives and budget 1.3 Research market needs and estimate market size
2. Draft business plan	2.1 Establish resource, legal and compliance requirements according to identified business goals and objectives 2.2 Assess product mix, volumes and pricing opportunities relevant to the identified target market and according to business goals and objectives 2.3 Plan marketing activities relevant to the product mix and according to marketing objectives and strategies and budgetary requirements 2.4 Develop draft plan according to identified business goals, objectives and market needs 2.5 Analyse draft plan and identify, assess and prioritise internal and external risks according to workplace procedures 2.6 Research specialist services and sources of advice and cost according to available resources
3. Create a business plan	3.1 Identify costs associated with production and delivery of business products and/or services 3.2 Calculate prices based on costs and profit targets, as a charge-out rate for labour or unit price for products and/or services 3.3 Prepare cash flow projections to enable business operation according to business plan and legal requirements 3.4 Select budget targets to enable ongoing monitoring of financial performance 3.5 Identify sources of finance for required liquidity according to business goals and objectives and workplace procedures
4. Finalise business planning and plan for risk	4.1 Develop risk management strategies according to business goals and objectives, and legal and compliance requirements, and established business activities 4.2 Assess likelihood of non-conformance with each component of business plan 4.3 Develop a contingency plan to address possible areas of nonconformance according to workplace procedures 4.4 Identify specific interests and objectives of key stakeholders and confirm their support of planning outcomes

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, analyses and evaluates information during planning process
Writing	Prepares written documentation that communicates plan information clearly and effectively
Numeracy	Interprets numerical information to determine prospective markets, resource allocations and business profits/losses
Self-management	Identifies implications of legal and compliance requirements related to own work Makes a range of critical and non-critical decisions, taking a range of constraints into account
Planning and organising	Uses a combination of formal, logical planning processes to identify relevant information and to evaluate alternative strategies or methods

Unit Mapping Information

Supersedes and is equivalent to BSBSMB404 Undertake small business planning.

Supersedes but is not equivalent to:

BSBSMB415 Refine and strengthen a small business

BSBSMB422 Plan small business growth.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB401 Research and develop business plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one business plan that addresses the goals and objectives of a business or business venture.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legal and compliance requirements relating to business operation to be included in plan, including:

environmental

work health and safety (WHS), including WHS responsibilities and procedures for identifying hazards relating to business profile

equal opportunity

industrial relations

types of business planning, including:

feasibility studies

strategic, operational, financial and marketing planning

factors affecting structure of business plan, including:

purpose of plan

target audience

desired outcomes

key components of business plan, including:

sources and costs of finance to provide required liquidity and profitability for business

marketing strategies and methods to promote market exposure of business

methods or means of production or operation required for business

staffing requirements to effectively produce or deliver products and services

contingency plan

methodology for researching and preparing a business plan

common business risks and risk management strategies

workplace procedures for:

assessing and prioritising internal and external risks to business

establishing resource requirements aligned to business goals and objectives, including for calculating staffing requirements to produce or deliver products and/or services

developing a business contingency plan for unexpected events and situations

developing risk management strategies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relating to business described in performance evidence

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB402 Establish legal and risk management requirements of new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify and comply with legal and risk management requirements of the business or new business venture, including negotiating, creating and planning for legal contracts used within the business, where required.

The unit applies to those establishing a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify legal and risk management requirements relating to business	1.1 Identify legal structure of business using reliable sources 1.2 Identify legislative and regulatory requirements applicable to identified legal structure 1.3 Analyse identified requirements and their relationship to business and workplace practices and processes
2. Implement procedures and processes to comply with legislative and regulatory requirements	2.1 Develop and implement procedures to ensure compliance with relevant legislative and regulatory requirements 2.2 Develop and implement processes and procedures for storing and maintaining legal documents and business records 2.3 Establish systems to identify areas of noncompliance and take corrective action where necessary
3. Negotiate and arrange contracts	3.1 Assess products and/or services to determine procurement rights and ensure protection of business interests 3.2 Negotiate and secure contractual procurement rights for goods and/or services as required and according to business plan and workplace procedures 3.3 Complete any contractual arrangements according to workplace procedures and business plan 3.4 Seek legal advice if required to confirm contractual rights and obligations
4. Mitigate business risks	4.1 Analyse business activities and identify applicable risk management requirements 4.2 Assess probability and impact of identified internal and external risks to business 4.3 Develop a plan to prioritise and treat risks 4.4 Implement procedures to mitigate risks according to risk treatment plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Accesses information to maintain up-to-date information on legal and risk management requirements
Reading	Identifies, analyses and evaluates a range of complex text to determine legislative, regulatory and related business requirements
Writing	Prepares written plans and workplace documentation that communicate information clearly and effectively
Oral communication	Uses specific and relevant language to clearly articulate legal issues, and uses questioning and listening techniques to clarify solutions Participates in verbal negotiations using tone and language suitable to audience
Numeracy	Reviews, analyses and contrasts numerical data which may be embedded in documents
Self-management	Monitors adherence to workplace procedures and legislative requirements
Planning and organising	Implements actions as per plans and makes adjustments if necessary and addressing unexpected issues

Unit Mapping Information

Supersedes and is equivalent to BSBSMB401 Establish legal and risk management requirements of small business.

Supersedes but is not equivalent to:

BSBIPR405 Protect and use intangible assets in small business

BSBSMB410 Review and implement energy efficiency in business operations.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB402 Establish legal and risk management requirements of new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

establish legal and risk management requirements for at least one business or new business venture, and implement procedures for meeting them

create at least one contract with a supplier of goods or services to business or new business venture

identify, assess and treat at least three different risks specific to business or new business venture and prioritise risks with highest probability of occurrence and greatest negative impact.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory requirements relating to operation of new business ventures, including:

consumer legislation

environmental requirements and responsibilities

registration and licensing

industry codes of practice and standards

work health and safety (WHS) requirements and responsibilities

insurance products and requirements, including adequate coverage

workplace procedures for:

negotiating, creating and terminating contractual arrangements, including seeking legal advice

investigating and securing procurement rights relating to products and/or services

identifying options for leasing or owning business premises

legal rights and obligations of alternative ownership structures

key features of workplace record-keeping processes and procedures that:

meet minimum legal and taxation requirements

maintain records in a secure and accessible manner

key components of compliance procedures:

following taxation and industrial relations principles and requirements

updating and maintaining legal documents

investigating areas of non-compliance

monitoring provision of products and/or services

taking corrective action where necessary

key steps in risk management process, including procedures for developing and implementing business risk treatment plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business technology, including internet access

legislation, regulations, codes of practice and standards relating to business described in performance evidence

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB403 Plan finances for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify financial requirements of a business, including profit targets, cash flow projections and strategies to garner financial support.

The unit applies to those establishing a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to plan finances	1.1 Identify costs associated with production and delivery of business products and/or services 1.2 Set profit targets according to business venture requirements and workplace procedures 1.3 Calculate prices based on costs and profit targets, as a charge-out rate for labour or unit price for products and/or services 1.4 Calculate breakeven sales point to assess viability of business venture 1.5 Evaluate and select pricing strategies in relation to market conditions to meet profit targets and according to workplace procedures 1.6 Prepare projected profit statement to supplement business plan
2. Develop a financial plan	2.1 Identify working capital requirements necessary to attain profit projections 2.2 Identify noncurrent asset requirements and consider alternative asset management strategies 2.3 Prepare cash flow projections to enable business operation according to business plan and legal requirements 2.4 Identify capital investment requirements accurately for each operational period 2.5 Select budget targets to enable ongoing monitoring of financial performance
3. Plan to acquire finance	3.1 Identify startup and ongoing financial requirements according to financial plan and budget 3.2 Identify sources of finance for required liquidity according to business goals and objectives and workplace procedures 3.3 Research and assess cost of securing finance on optimal terms 3.4 Develop strategies to obtain finance as required to ensure financial viability of business venture

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, analyses and evaluates complex information from a range of sources
Writing	Prepares written plans and workplace documentation that communicate information clearly and effectively
Numeracy	Analyses numerical information to determine costs, prices, profit and losses, and other financial data
Self-management	Identifies implications of legal and regulatory responsibilities for own work Takes a range of constraints into account and adjusts, if necessary

Unit Mapping Information

Supersedes and is equivalent to BSBSMB402 Plan small business finances.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB403 Plan finances for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one financial plan that addresses financial requirements of a business or new business venture, including cash flow projections and a projected profit statement.

In the course of the above, the candidate must demonstrate that the plan:

reflects legal requirements applicable to business

includes strategies to monitor financial performance of business.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory requirements relating to business described in performance evidence

process for conducting breakeven analyses

workplace procedures for:

costing for the business, including margin or markup, charge-out rates and unit costs

setting profit targets

identifying sources and investigating costs of securing appropriate financial assistance

methods and relative costs of obtaining finance

principles and procedures for preparing:

balance sheets

cash flow forecasts

profit and loss statements

financial plans

purpose of financial reports

accounting terminology required when planning finances for new business ventures

methods for analysing working capital cycles.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

software for financial calculations

legislation and regulations relating to business described in performance evidence

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB404 Market new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and implement a marketing strategy that is integrated into the business plan in order to improve the performance of a business venture. It involves analysing and interpreting market data.

The unit applies to those establishing a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop marketing strategy for business venture	1.1 Identify focus of marketing activities according to business plan objectives and products and/or services being provided 1.2 Establish marketing objectives in consultation with required people and according to business plan and workplace procedures 1.3 Identify customer base, target market and competitors according to identified marketing objectives 1.4 Establish and evaluate strategy to ensure ethical and cultural appropriateness and alignment with customer and industry expectations
2. Establish marketing mix for the business venture	2.1 Assess product mix, volumes and pricing opportunities according to marketing focus and business plan objectives 2.2 Research and evaluate costs and benefits of available distribution channels and customer service strategies 2.3 Select marketing and promotional activities to suit target market and according to marketing strategies 2.4 Analyse customer journey to evaluate marketing mix
3. Implement marketing strategy	3.1 Plan marketing activities according to marketing objectives and strategy and budgetary requirements 3.2 Communicate roles and responsibilities to required people according to marketing plan and workplace procedures 3.3 Monitor implementation of marketing activities according to marketing plan 3.4 Assess use of digital devices, platforms and technologies for effectiveness in implementing marketing activities
4. Evaluate marketing performance	4.1 Assess business performance according to business plan objectives 4.2 Develop a plan to address performance gaps 4.3 Analyse stakeholder response to all aspects of marketing mix to improve targeting and outcomes 4.4 Assess changes in customer requirements in both online and offline environments, where applicable, and identify opportunities for improvement

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, analyses and evaluates complex information from a range of sources
Writing	Prepares plans and other workplace documentation using structure, layout and terminology appropriate to audience
Oral communication	Presents ideas and requirements clearly and using language and non-verbal techniques appropriate to audience and environment Uses questioning and listening to check and confirm understanding
Numeracy	Analyses numerical information to determine budgetary requirements and product quantities Uses a range of calculation methods to evaluate costs and benefits
Initiative and enterprise	Reviews current situation and develops strategies to address improvements in marketing performance Implements actions as per plan, making slight adjustments if necessary and addressing some unexpected issues Uses formal and informal processes to monitor implementation of solutions
Planning and organising	Takes responsibility for planning and organising own workload, identifying ways of sequencing and combining elements for greater efficiency

Unit Mapping Information

Supersedes and is equivalent to BSBSMB403 Market the small business.

Supersedes but is not equivalent to BSBSMB409 Build and maintain relationships with small business stakeholders.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB404 Market new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement a marketing strategy for a business or new business venture, addressing activities in the digital environment.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

workplace processes and procedures for:

developing marketing objectives and marketing mix

identifying industry market trends relating to marketing new business ventures

communicating roles and responsibilities in marketing strategies to those involved

key features of a marketing mix that addresses market and business venture needs and:

optimises sales and profit

evaluates costs and benefits

determines customer needs and promotional activities

ethically and culturally appropriate practices relating to marketing new business ventures

performance evaluation methods relating to marketing strategies

methods of:

analysing costs and benefits of marketing strategies

monitoring customer satisfaction

conducting market analysis and research

key features of current digital devices, platforms and technologies that achieve marketing objectives by engaging, responding to and monitoring customers.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business technology, including software for analysis of data

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB405 Manage compliance for small businesses

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and implement strategies for managing compliance obligations for small businesses. The unit requires broad knowledge of regulatory and legislative requirements used when developing these strategies.

The unit applies to those establishing or operating a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine compliance obligations	1.1 Research internal and external compliance requirements and relevant Australian and international standards 1.2 Research codes of practice and material that interprets obligations and legislative requirements 1.3 Apply research information to determine relevance to business operations, products and services 1.4 Document compliance requirements, risks and consequences of possible breaches applicable to own business
2. Develop strategies to manage compliance requirements	2.1 Draft compliance management framework, prioritising areas where breaches have critical implications for the business 2.2 Validate draft compliance management framework using external expertise and/or sources of advice according to workplace procedures 2.3 Allocate responsibilities for compliance functions according to compliance management framework and workplace procedures
3. Implement and monitor compliance management strategies	3.1 Select interval between cyclical compliance checks according to compliance management framework 3.2 Communicate compliance requirements to required people 3.3 Record timing and outcomes of compliance checks according to business requirements and workplace procedures 3.4 Take action to address non-compliances according to compliance management framework and confirm that non-compliances have been resolved
4. Conduct improvement in compliance management	4.1 Review outcomes of compliance checks to identify operational problems 4.2 Analyse non-compliances to determine modifications required 4.3 Update compliance management strategies based on information analysed 4.4 Communicate changes in compliance management strategies to relevant people

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, analyses and evaluates information to determine legislative and regulatory requirements, trends and outcomes
Writing	Researches, plans and prepares documentation using format and language appropriate to context, organisational requirements and audience
Oral communication	Presents information and seeks advice using language appropriate to audience Participates in discussions using listening and questioning to elicit advice and to clarify or confirm understanding
Numeracy	Calculates numerical information relating to compliance obligations
Self-management	Develops, monitors and modifies workplace procedures according to legislative requirements and organisational goals Selects and uses appropriate conventions and protocols when seeking and/or sharing information Uses systematic, analytical processes in setting goals, gathering relevant information, and identifying and evaluating options against agreed criteria
Planning and organising	Plans, organises and implements work activities of self and others that ensure compliance with organisational policies and procedures, and legislative requirements

Unit Mapping Information

Supersedes and is equivalent to BSBSMB418 Manage compliance for small business.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB405 Manage compliance for small businesses

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, implement, and monitor the effectiveness of strategies for managing at least three different compliance requirements for a small business.

In the course of the above, the candidate must:

analyse small business operations to identify compliance requirements and their implications for the business

develop compliance strategies that address regulatory and legislative requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

Australian and international standards, legislation, regulations, industry and organisational codes of practice specific to small business described in performance evidence

external professional, industry based and government sources of advice and expertise

key features of compliance management strategies relevant to small business

methods for carrying out compliance checks and developing compliance strategies

key components of compliance management frameworks

workplace procedures for

accessing external expertise and advice

validating compliance management framework

allocating responsibilities for compliance functions within business

recording timing and outcomes of compliance checks.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

Australian and international standards, laws, regulations, industry and organisational codes and standards relating to business described in performance evidence

business technology

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB406 Establish operational strategies and procedures for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and implement operational strategies and procedures for new businesses.

The unit applies to those establishing a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review operational strategies and procedures for business or new business venture	1.1 Develop a detailed operational plan that sets out clear action points to fulfil on business goals and objectives 1.2 Identify work health and safety (WHS) and environmental issues and implement strategies to minimise risk factors 1.3 Review and evaluate, where appropriate, a quality assurance process for the business in line with industry standards, compliance requirements and cultural criteria 1.4 Develop operational key performance indicators (KPIs) that align to business plan 1.5 Align KPIs to business strategies, including utilisation of existing or new technologies, where practicable, to optimise business performance
2. Implement developed operational strategies and procedures	2.1 Implement systems to evaluate business performance and customer satisfaction, including by setting KPIs or targets 2.2 Implement systems to control stock, expenditure or cost, wastage or shrinkage and risks to health and safety according to business plan, incorporating new digital technologies where applicable 2.3 Identify and manage staffing requirements, considering a range of permanent and flexible arrangements, and adhering to budgetary constraints 2.4 Provide products and/or services according to established legal, ethical cultural and technical standards 2.5 Provide products and/or services according to time, cost and quality specifications, and customer requirements, incorporating new digital technologies where applicable 2.6 Apply quality procedures to address product and/or service and customer requirements
3. Evaluate business performance	3.1 Use digital technologies to regularly evaluate and review achievement of operational targets to ensure optimum business performance, according to business goals and objectives 3.2 Review and document systems and structures to support business performance 3.3 Investigate and analyse operating problems to establish causes and implement changes as required, as part of business quality system 3.4 Update operational policies and procedures to incorporate corrective action
4. Review business operations	4.1 Review and adjust business operations to increase business success, according to business goals and objectives 4.2 Research and implement new and emerging digital technologies into business operations according to business goals and objectives and workplace procedures 4.3 Research new business opportunities and adjust business goals and objectives as new opportunities arise

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates complex text to determine legislative, regulatory and workplace documentation
Writing	Prepares written reports and workplace documentation that communicate information clearly and effectively
Numeracy	Interprets numerical information to manage performance information and regulate cash flow
Self-management	Evaluates adherence to workplace policies and procedures and considers own role for its contribution to broader goals of work environment Identifies implications of legal and regulatory responsibilities for own work, with specific reference to safety Identifies concepts, principles and features of approaches in use in other contexts and applies them to own situation
Planning and organising	Develops plans to manage relatively complex, non-routine tasks that may contribute to longer-term operational and strategic goals

Unit Mapping Information

Supersedes and is equivalent to BSBSMB420 Evaluate and develop small business operations.

Supersedes but is not equivalent to:

BSBFRA401 Manage compliance with franchisee obligations and legislative requirements

BSBFRA402 Establish a franchise

BSBFRA403 Manage relationship with franchisor

BSBFRA404 Manage a multiple-site franchise

BSBFRA501 Establish a franchise operation

BSBFRA502 Manage a franchise operation

BSBFRA503 Manage establishment of new sites or regions

BSBFRA504 Manage relationships with franchisees

BSBFRA505 Manage closure of a franchise

BSBIPR501 Manage intellectual property to protect and grow business

BSBSMB423 Create a digital technology plan for small business.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB406 Establish operational strategies and procedures for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop strategies and procedures to manage operations for at least one new business or new business venture, including:

an operational plan

risk management procedures

a quality assurance process

performance measures.

In the course of the above, the candidate must:

use existing, new and emerging digital technologies to optimise business performance

research and record business improvements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations, industry codes of practice and standards specific to small business described in performance evidence

key features of methods for implementing operation and revenue control systems, including for controlling stock and expenditure

methods for evaluating performance and implementing improvements, including:

identifying and meeting staffing requirements

analysing and correcting business problems

reviewing and adjusting the business plan

work health and safety (WHS) responsibilities and procedures for managing hazards and assessing risks associated with business described in performance evidence

principles of risk management, including risk assessment

quality assurance system principles and methods

role of digital technologies and innovation in modern business

key features of systems to manage staff, stock, expenditure, services and customer service

key features of required technical or specialist skills relevant to business operations

workplace procedures for implementing new and emerging digital technologies into business operations.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business equipment and resources, including business technology

legislation, regulations, codes of practice and standards relating to business described in performance evidence

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBESB407 Manage finances for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement and review financial management strategies, including by using new and emerging digital technologies and interpreting financial reports and other numerical data.

The unit applies to those establishing a business providing self-employment, as well as those establishing a new venture as part of a larger organisation.

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

Unit Sector

Business Competence – Entrepreneurship and Small Business

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Implement financial strategy	1.1 Identify financial information requirements and obtain specialist services, as required 1.2 Produce financial budgets or projections for each forward period, and distribute to required people according to legal requirements and workplace procedures 1.3 Develop a plan to negotiate and manage business capital to best enable implementation of the business plan 1.4 Develop and maintain strategies and enable adequate financial provision for taxation according to legal requirements 1.5 Develop, monitor and maintain client credit policies to maximise cash flow 1.6 Select key performance indicators (KPIs) to enable ongoing monitoring of financial performance in line with business plan 1.7 Record and communicate financial procedures to required personnel to facilitate implementation of business plan according to workplace procedures
2. Monitor financial performance	2.1 Use available systems to monitor and report on financial performance targets, and analyse data to establish extent to which financial goals have been met 2.2 Monitor marketing and operational strategies for their effects on financial goals 2.3 Calculate and evaluate financial ratios according to own business and/or industry benchmarks
3. Review financial performance	3.1 Assess financial strategy to determine whether variations or alternative plans are needed according to workplace procedures, and change as required 3.2 Research and implement, with relevant personnel, new and emerging digital technologies to boost business profitability according to business plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates complex text to determine legislative, regulatory and workplace documentation
Writing	Prepares written reports and workplace documentation that communicate complex information clearly and effectively
Oral communication	Articulates clearly using specific and relevant language suitable to audience to convey requirements, and employs listening and questioning techniques to confirm understanding
Numeracy	Interprets numerical information to calculate required financial information
Self-management	Identifies implications of legal and regulatory responsibilities for own work Selects appropriate form, channel and mode of communication for a specific purpose relevant to own role
Initiative and enterprise	Uses formal and informal processes to monitor implementation of ideas and analyse outcomes
Planning and organising	Develops plans to manage relatively complex, non-routine tasks that may contribute to longer-term operational and strategic goals

Unit Mapping Information

Supersedes and is equivalent to BSBSMB421 Manage small business finances.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBESB407 Manage finances for new business ventures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement a financial strategy for at least one business or new business venture according to business plan and goals.

In the course of the above, the candidate must:

adhere to legal requirements

produce financial projections, including cash flow estimates

develop a plan to negotiate and manage business assets and financial capital

define strategies for debt collection and contingencies for debtors

manage cash flow

define key indicators for financial performance

communicate with required people

seek specialist services, where required

monitor the financial performance of the business and make changes to strategy as required

identify opportunities to implement new and emerging digital technologies to support the financial management of the business.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory financial requirements that apply to new business venture described in performance evidence

key purposes of financial reports

components of financial budgets or projections, including cash flow estimates

workplace procedures for:

recording and communicating financial procedures to required personnel

distributing financial budgets and projections

using digital technologies to monitor and report on financial performance targets and analyse data

assessing and changing financial plan

forms, channels and modes of communication used in relation to managing business finances

key features of business and industry benchmarking used to evaluate financial ratios

key features of financial decision-making relevant to the business, including:

strategies that enable adequate financial provision for taxation

components of client credit policies, including contingencies for debtors in default

key features of significant financial indicators

key features of balance sheet preparation and interpretation

key features of debt collection procedures and strategies

key features of profit and loss statement preparation and interpretation

key features of stock records and stock control relevant to the business.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business equipment and resources, including business technology

legislation, regulations, codes of practice and standards relating to business described in performance evidence

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFIN301 Process financial transactions

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to prepare, process and maintain financial transactions and to reconcile outstanding accounts.

The unit applies to individuals employed in a range of work environments supporting the accounting functions of an organisation. They may provide administrative support in an organisation or be members of staff, who have been delegated accounting responsibilities.

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

Unit Sector

Business Competence – Financial Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare financial transactions	1.1 Identify errors in source documents for escalation 1.2 Enter total transactions into organisational journal system according to organisational policies, procedures and accounting requirements 1.3 Identify any discrepancies between cash journals and bank statements 1.4 Refer discrepancies according to organisational escalation procedures
2. Process financial transactions	2.1 Enter transaction as a journal entry according to organisational policies, procedures and accounting requirements 2.2 Prepare schedules of financial transaction for reconciliation according to organisational requirements 2.3 Reconcile schedules with general ledger according to organisational requirements 2.4 Rectify original journal entry and escalate, where required
3. Reconcile outstanding accounts	3.1 Prepare reconciliation reports from cash journals to cash receipts 3.2 Identify any discrepancies between cash journals and bank statements 3.3 Refer discrepancies to management 3.4 Maintain general ledger system to reflect current credit situation according to organisational requirements
4. Determine outstanding debt processes	4.1 Identify outstanding accounts and collection procedures according to organisational requirements 4.2 Report or follow up outstanding accounts according to organisational policies and procedures 4.3 Monitor and review credit terms according to credit policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Uses a limited range of mathematical calculations to reconcile amounts using whole numbers and decimals Arranges and compares numerical information
Reading	Interprets textual information from a range of sources to confirm all necessary job requirements Checks documents to identify errors or discrepancies
Writing	Prepares a range of clear documentation using relevant format, grammatical structure and vocabulary suitable to audience
Initiative and enterprise	Identifies legal and regulatory responsibilities related to own work
Planning and organising	Plans a range of routine and non-routine tasks recognising stated goals and aiming to achieve them within designated timeframes Implements standard procedures for routine decisions
Problem solving	Identifies predictable problems and applies formal problem-solving processes or seeks advice from others, where required
Technology	Uses digital technology to access, filter, compile, integrate and logically present complex information from multiple sources

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBCUE305 Process credit applications

BSBCUE306 Process complex accounts

BSBFIA303 Process accounts payable and receivable.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFIN301 Process financial transactions

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

process four different financial transactions for a reporting period.

In the course of the above, the candidate must:

enter data into journal and subsidiary ledger system

develop reconciliation reports from cash journals

reconcile subsidiary ledger system with journal or general ledger data

report outstanding accounts

review credit terms.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation and regulations, standards and codes of practice affecting business financial operations

types of financial transactions

cash journals

general ledger

accuracy and authorisation requirements for source documents

key features of organisational accounting systems and procedures

procedures for checking for errors or discrepancies in financial transactions

preparation of reconciliation report and schedules of accounts

organisational policies and procedures for communication related to outstanding debtors

credit terms according to credit policies and procedures

applicable accounting standard related to outstanding debtors.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

accounting software

examples of cash journals, credit journals, accounts payable and accounts receivable subsidiary legers

workplace reference materials including procedural manuals and company policies.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFIN302 Maintain financial records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to maintain daily financial records such as reconciling systems for debtors and creditors, preparing and maintaining a general ledger and trial balance. It also includes activities associated with monitoring cash control for accounting purposes.

The unit applies to individuals employed in a range of work environments with responsibility for simple accounting functions within an organisation. They may work as individuals providing administrative support within an enterprise or may be other members of staff with delegated responsibilities relating to maintenance of general financial records.

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

Unit Sector

Business Competence – Financial Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare journals required for posting to general ledger	1.1 Identify transactions required to be included in journal entries 1.2 Identify general ledger accounts affected according to organisational policies, procedures and accounting standards 1.3 Prepare and document the journal entries according to organisational policies, procedures and accounting standards 1.4 Assess follow-up steps for journal entries
2. Post journal entries and reconcile discrepancies	2.1 Post journal entries into general ledger system according to organisational policies, procedures and accounting standards 2.2 Reconcile accounts payable and accounts receivable subsidiary ledger systems with general ledger 2.3 Rectify any discrepancies and escalate, where required if outside scope of individual authority 2.4 Prepare adjusted journal entries and closing entries for general ledger
3. Maintain general ledger	3.1 Prepare closing and post-closing trial balance from general ledger system of the organisation 3.2 Prepare trial balance 3.3 Check general ledger for accuracy of information and despatch to relevant stakeholders, where required 3.4 Check trial balance meets accounting equation requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Uses a limited range of mathematical calculations to reconcile amounts using whole numbers and decimals Integrates data from different sources and records numerical information in a format appropriate to context and purpose of material Arranges and compares numerical information
Reading	Recognises and interprets numerical and textual information to determine job requirements and complete required activities
Writing	Uses factual and suitable financial language to refer issues and inconsistencies in data
Teamwork	Recognises strengths and expertise of others and seeks their assistance as required
Planning and organising	Identifies and monitors adherence to applicable industry standards, legislative and organisational requirements in undertaking own work
Self-management	Selects appropriate practices and protocols when handling confidential information Recognises and addresses problems in the context of own work and seeks advice from others, as necessary
Technology	Uses digital technologies to access, record, store, organise and compile data as required

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBFIA301 Maintain financial records

BSBFIA304 Maintain a general ledger

BSBINT306 Apply knowledge of international finance and insurance to complete work requirements.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFIN302 Maintain financial records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

record and process daily transactions for five different days, and identify and respond to discrepancies and errors, according to accounting principles.

In the course of the above, the candidate must:

enter, transfer and record financial data.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, codes of practice and national standards that may affect both:

financial record keeping

aspects of financial operations

key components of organisational accounting systems and procedures

procedures for checking for errors or discrepancies

organisational policies and procedures relating to maintaining financial records

types of financial entries including credits and debits

tax records required to be kept by businesses

principles of double entry bookkeeping and accrual accounting

methods of presenting financial data

processes for rectifying or referring discrepancies or errors in documentation or transactions to designated persons according to organisational and legislative requirements

accounting software used in the maintenance of financial records.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

accounting software

examples of source documents relating to financial record keeping including source journals and daily transactions.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFIN401 Report on financial activity

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to prepare financial reports in line with statutory reporting requirements. This includes compiling and analysing financial data.

The unit applies to individuals employed in a range of work environments who are responsible for preparing financial reports. They may be individuals providing administrative support within an organisation, or they might have responsibility for these tasks in relation to their own workgroup or role.

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

Unit Sector

Business Competence – Financial Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Compile and analyse financial data	1.1 Prepare a register of assets from fixed asset transactions according to accounting, legislative and organisational requirements 1.2 Calculate depreciation according to legislative and organisational requirements 1.3 Make, record and disclose asset and liability valuations in compliance with accounting standards 1.4 Refer discrepancies, unusual features or queries to appropriate authority where they cannot be resolved 1.5 Identify and record effects of taxation
2. Report general journal entries for balance day adjustments	2.1 Record all general ledger accounts and prepare a trial balance 2.2 Adjust expense accounts and revenue accounts for prepayments and accruals 2.3 Make adjustments in general ledger system to close any discrepancies for balance day adjustments according to organisational policies, procedures and accounting requirements 2.4 Review data for errors and compliance with statutory requirements and organisational procedures, and amend as required
3. Prepare end of period financial reports	3.1 Prepare revenue statement for reporting periods according to organisational requirements 3.2 Prepare a balance sheet to reflect financial position of business at end of reporting period 3.3 Prepare and post revenue and expense account to final general ledger accounts to reflect gross and net profits for reporting period 3.4 Correct or refer errors for resolution according to statutory and ethical requirements and organisational procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Establishes criteria and categories for financial management purposes and monitors activities on a regular basis Uses a wide range of mathematical calculations to interpret and arrange numerical information in order to comply with requirements
Reading	Compares and analyses information from a range of sources varying in complexity to determine and complete financial requirements Checks documents for errors or discrepancies
Writing	Records data using relevant format, structure and vocabulary
Planning and organising	Applies legislation, industry standards and organisational policies and procedures in the conduct of own work Uses formal and logical processes to plan and complete tasks, achieving timelines and organisational requirements
Problem solving	Addresses problems in the context of own work and seeks advice from others, as necessary Uses analytical skills to identify discrepancies
Technology	Uses digital technology to access, filter, compile, integrate and logically present complex information from multiple sources

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBFIA401 Prepare financial reports

BSBFIA412 Report on financial activity

BSBFIA501 Report on finances related to international business

BSBINT408 Prepare business advice on the taxes and duties for international trade transactions.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFIN401 Report on financial activity

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare a financial report on at least two occasions.

In the course of the above, the candidate must:

produce a detailed asset register and depreciation schedule

record entries for balance day adjustments

use conversion and consolidation procedures including moving averages, standardised variables, trend analysis and unit costs

apply double-entry principles and accrual accounting.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

doubleentry and accrual principles

provisions of relevant legislation, regulations, standards and codes of practice relevant to financial operations, taxable transactions and reporting requirements

components of organisational accounting systems

organisational policies, procedures and accounting standards relating to preparation of financial reports

organisational financial data, including:

budget variances

budgets and forecasts

cash flow and profit reports

balance sheets

financial year reports

operating statements

expenditure and receipts

profit and loss statements

types of assets including property, plant and equipment

comparative financial performance

financial discrepancies including:

absence of auditable trail

expenditure report mismatches

incorrect payments and unreconciled cash flows

techniques used for financial forecasting and analysis

options, methods and practices for deductions, benefits and depreciations

ethical requirements associated with preparing financial reports for corporate entities, including conflict of interest, confidentiality, and disclosure requirements

industry-standard methods and formats used to present financial data.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

accounting software

financial reporting legislation, regulations, standards and codes of practice

samples of financial data, reports and documents

workplace reference materials including procedural manuals and company policies.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFIN501 Manage budgets and financial plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to undertake financial management in an organisation or work area. It includes planning and implementing financial management approaches and supporting and evaluating effectiveness of financial management processes.

The unit applies to managers in a wide range of organisations and sectors who have responsibility for the effective use of financial resources within work teams. They are responsible for ensuring that financial resources are managed in line with the financial objectives of the team and organisation.

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

Unit Sector

Business Competence – Financial Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan financial management approaches	1.1 Access budget and financial plans for work team 1.2 Evaluate budget and financial plan outcomes with required organisational personnel 1.3 Negotiate any changes required to be made to budget and financial plans with required organisational personnel 1.4 Prepare contingency plans in the event that initial plans need to be varied
2. Implement and monitor financial management plans	2.1 Communicate details of agreed budget and financial plans to relevant team members 2.2 Support team members to access resources and systems to perform required roles 2.3 Implement processes to monitor actual expenditure, control costs and modify contingency plans as required according to financial objectives 2.4 Report on budget and expenditure according to organisational protocols
3. Review and evaluate financial management plans	3.1 Collect information on effectiveness of financial management processes within work team 3.2 Analyse variance between actual and budgeted finances 3.3 Identify and recommend improvements to existing financial management processes 3.4 Implement agreed improvements according to financial objectives of work team and organisation 3.5 Evaluate agreed improvements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Numeracy	Uses a wide range of mathematical calculations to analyse numeric information in budgets or financial plans
Oral communication	Presents information about financial issues and requirements to a range of audiences using structure and language to suit audience Uses active listening and questioning to clarify information and to confirm understanding
Reading	Interprets and analyses information to determine activities required
Writing	Records information in correct forms and prepares materials which convey detailed and factual content according to internal procedures
Teamwork	Uses a range of strategies to connect, collaborate and cooperate with other work colleagues in activities requiring collective effort and diverse skills and knowledge
Initiative and enterprise	Applies organisational requirements in undertaking own work
Planning and organising	Uses logical processes in planning, implementing and evaluating complex tasks and developing alternative strategies to achieve goals and timelines
Technology	Uses a range of digital technologies to access, filter, compile, integrate and logically present complex information from multiple sources

Unit Mapping Information

Supersedes and is equivalent to BSBFIM501 Manage budgets and financial plans.

Supersedes but is not equivalent to BSBGOV403 Analyse financial reports and budgets.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFIN501 Manage budgets and financial plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage the budget and financial plan of an organisation for one reporting period.

In the course of the above, the candidate must:

communicate with relevant people to clarify budget and financial plans, negotiate changes and disseminate information

prepare, implement and modify financial contingency plans

monitor expenditure and control costs

support and monitor team members

report on budget and expenditure

review and make recommendations for improvements to financial processes

meet record-keeping requirements for Australian Taxation Office (ATO) and for auditing purposes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

basic accounting principles

types of budgets and financial plans

legislation and current ATO requirements, including the Goods and Services Tax (GST)

key requirements for financial record keeping and auditing

principles for managing work teams

principles and techniques involved in managing:

budgeting

cash flows

electronic spreadsheets

Goods and Services Tax

ledgers and financial statements

profit and loss statements

evaluation of budget and financial plans.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace policies and procedures

workplace budgets and financial plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFIN502 Manage financial compliance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage financial compliance in an organisation or work area. It includes planning financial management processes, implementing necessary change and monitoring effectiveness of the performance of changes implemented.

The unit applies to managers in a wide range of organisations and sectors who have responsibility for ensuring financial compliance within work teams. They support the management of financial resources to ensure that they are managed in line with team, organisation and wider compliance requirements.

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

Unit Sector

Business Competence – Financial Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan for financial compliance	1.1 Identify financial compliance legislation, regulations, codes of conduct applicable to organisation or work area 1.2 Analyse and document identified legislation, regulations and codes of conduct according to task requirements 1.3 Identify priority risks from risk analysis 1.4 Plan risk mitigation strategies for identified risks 1.5 Establish indicators to measure financial compliance
2. Develop and implement strategies for financial compliance	2.1 Develop strategies to support financial compliance 2.2 Communicate financial compliance strategy to relevant staff 2.3 Ensure relevant staff follow financial compliance strategy
3. Evaluate compliance	3.1 Monitor financial compliance processes 3.2 Review and adjust financial compliance procedures 3.3 Improve financial compliance systems using evaluation data

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Identifies organisational issues and uses formal thinking techniques to develop a range of possible solutions
Numeracy	Reviews and analyses numerical data embedded in organisational documentation and legislation Uses appropriate formulae to analyse financial data to assess and manage risk and identify discrepancies
Oral communication	Presents an explanation of workplace procedures to a group, adapting, reiterating, summarising and clarifying information as required
Reading	Analyses and evaluates complex information to determine and adhere to organisational or legislative requirements and to assist with financial decision making
Writing	Prepares documents using format, content and layout appropriate to audience, purpose and regulatory requirements
Planning and organising	Uses formal analytical thinking techniques to identify issues, investigate underlying causes and generate possible solutions, seeking input from others as required
Technology	Uses a range of digital technology to access, filter, compile, integrate and logically present complex information from multiple sources

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFIN502 Manage financial compliance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions, plan, develop, implement and evaluate financial compliance strategies.

In the course of the above, the candidate must:

identify financial compliance risks in the workplace

interpret and analyse operational and feedback data relating to compliance

plan and develop risk mitigation strategies for identified compliance risks

incorporate risk controls and risk mitigation strategies in policies, procedures and business strategies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations, standards and codes of practice for business financial compliance

methods and tools for recording, reporting and managing compliance

procedures for conducting risk analysis

risk mitigation strategies

industry best practice and quality standards for financial compliance

compliance risk ratings.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

computer equipment and software required for the demonstration of the performance evidence

workplace policies and procedures for financial compliance

legislation, regulations, standards and codes of practice for financial compliance.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFIN601 Manage organisational finances

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to undertake budgeting, financial forecasting and reporting. This unit also describes the skills and knowledge required to allocate and manage resources to achieve the required outputs for the business unit. It includes contributing to reviewing financial information, analysing financial risks, preparing a budget and reporting on financial activity.

The unit applies to individuals who have managerial responsibilities which include overseeing the management of financial and other resources across a business unit, a series of business units or teams, or an organisation. It covers all areas of broad financial management. In a larger organisation this work would be supported by specialists in financial management.

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

Unit Sector

Business Competence – Financial Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for financial management	1.1 Assess reasons for losses or profits identified from previous financial reports 1.2 Analyse critical dates and initiatives in business plan and cash flow trends 1.3 Review statutory requirements for compliance and liabilities for tax 1.4 Analyse existing software and its suitability for financial management
2. Establish budgets and allocate funds	2.1 Develop budget from previous financial data according to compliance, organisational and statutory requirements 2.2 Circulate budgets and confirm managers and supervisors understand budgets, reporting requirements and financial delegations 2.3 Confirm there are no opportunities for misappropriation of funds 2.4 Review profit and loss statements, cash flows and ageing summaries and revise, where required 2.5 Identify discrepancies between agreed and actual allocations using audit trails
3. Report on finances	3.1 Identify organisational and statutory financial reporting requirements 3.2 Identify and prioritise significant issues in statements for review and decision making 3.3 Prepare financial recommendations 3.4 Evaluate effectiveness of financial management processes

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Numeracy	Reviews and analyses numerical data embedded in organisational documentation and legislation Compares and contrasts complex numerical data to analyse and evaluate financial position and processes Uses appropriate formulae to analyse financial data to assess and manage risk and identify discrepancies
Oral communication	Explains financial decisions and outcomes clearly and uses listening and questioning techniques to exchange information and obtain agreement
Reading	Analyses and evaluates complex organisational information and legislative requirements to assist with financial decision making
Writing	Develops and records information which incorporates a detailed analysis of factual and forecasted information Prepares documents using format, content and layout appropriate to audience, purpose and regulatory requirements
Teamwork	Selects and uses appropriate conventions and protocols when communicating with supervisors and managers to share information or seek agreement
Initiative and enterprise	Identifies and complies with legislative and organisational requirements in undertaking own work
Planning and organising	Uses logical processes in planning, implementing and evaluating complex tasks to achieve stated goals Uses formal analytical thinking techniques to identify issues, investigate underlying causes and generate possible solutions, seeking input from others as required
Technology	Uses a range of digital technology to access, filter, compile, integrate and logically present complex information from multiple sources Investigates new digital technologies and applications to manage and manipulate data

Unit Mapping Information

Supersedes and is equivalent to BSBFIM601 Manage finances.

Supersedes but is not equivalent to BSBGOV504 Monitor organisational finances.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFIN601 Manage organisational finances

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage finances for at least one organisation or work area.

In the course of the above, the candidate must:

review previous financial statements

prepare, implement and revise a budget that:

aligns with business plan

is based on research and analysis of previous financial data and cash flow trends

meets compliance, statutory and organisational requirements

contribute to financial bids and estimates

communicate with other people, including:

reporting on financial activity and making recommendations

ensuring managers and supervisors understand key elements of relevant budgets

analyse effectiveness of existing financial management approaches, including:

reviewing financial management software

managing risks of misappropriation of funds

ensuring systems are in place to record all transactions

maintaining audit trail

complying with due diligence.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

processes to establish and review profits and losses from financial statements

requirements for financial probity

principles of accounting and financial systems

key functions of financial management software

key components of a financial budget

Legislation and conventions relevant to financial management in organisation

Australian Tax Office (ATO) requirements for Goods and Services Tax, Company Tax, Pay As You Go (PAYG).

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

financial data

relevant legislation and Australian Tax Office requirements

examples of business plans, profit and loss statements, cash flows and ageing summaries

organisational financial policies and procedures

financial management software.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFIN801 Lead financial strategy development

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead the development of financial strategy for an organisation or work area. It covers the use and interpretation of financial information to support business decision making, analysis and enterprise planning. The unit includes the forecasting of future financial requirements and development of business targets in compliance with financial projections.

The unit applies to senior management, including strategic business analysts and executive managers, who use cognitive and creative skills to review, critically analyse and generate ideas and provide solutions to complex problems.

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

Unit Sector

Business Competence – Financial Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare financial strategy	1.1 Establish capacity of existing financial systems by analysing financial reports 1.2 Forecast financial data and business system requirements including additional expenditure requirements 1.3 Consult relevant stakeholders, including financial advisers, about financial information to support decisions 1.4 Prepare recommendations and assessment indicators for budget expenditure or for modification of existing projections according to organisational and legislative requirements 1.5 Present recommendations to relevant stakeholders
2. Implement financial strategy	2.1 Identify resourcing requirements to implement financial recommendations 2.2 Communicate recommendations to relevant stakeholders including organisational staff 2.3 Support staff in implementation of recommendations 2.4 Monitor actual income and expenditure against budgets
3. Monitor implementation of financial strategy	3.1 Identify deviations from budgets that generate an adverse effect on budget objectives 3.2 Promptly develop action plans to remedy significant deviations from budget objectives and projections 3.3 Revise budget priorities to meet operational contingencies and risk management

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Applies knowledge of mathematical information to statistically analyse data, confirm reliability, conduct modelling and forecast trends Selects and uses familiar mathematical techniques to calculate costs and to conduct cost benefit analyses
Oral communication	Uses appropriate language, questioning and listening techniques to provide and elicit information and to articulate policies, plans, results and related information effectively
Reading	Identifies, analyses and evaluates complex text from a variety of sources to determine business requirements
Writing	Prepares specific information which clearly conveys an understanding of outcomes and uses terminology appropriate to present to relevant personnel Researches, plans and prepares information for stakeholders incorporating appropriate vocabulary, grammatical structure and numerical conventions
Teamwork	Collaborates and negotiates with others to achieve joint outcomes, playing an active role in facilitating group interaction and influencing direction
Planning and organising	Applies relevant legislation, industry standards and organisational policies and procedures in the conduct of own work Defines benefits, costs, risks and feasibility from a broad range of perspectives and think laterally to redesign aspects to address potential issues Negotiates agreed plans and outcomes and required indicators and routinely monitors and reports on them to identify required corrective actions
Problem solving	Takes responsibility for high impact decisions in complex situations involving many variables and constraints
Self-management	Systematically gathers and analyses all relevant information, reviews data and evaluates options to inform decisions about complex strategies

Unit Mapping Information

Supersedes and is equivalent to BSBMGT803 Use financial and economic information for strategic decision making.

Supersedes but is not equivalent to BSBFIM801 Maintain financial resources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFIN801 Lead financial strategy development

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead financial strategy development for at least one organisation or work area.

In the course of the above, the candidate must:

use and analyse financial and economic information to achieve enterprise objectives and maximise returns on financial resources

analyse and use budget systems and reporting processes

monitor and manage financial resources over a full planning-cycle, including setting targets, managing risks and improving compliance mechanisms

revise forecast according to changes in budget deviations.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

financial risk factors and mitigation procedures

principles of accounting and budgeting including:

balance sheet ratios

income statement ratios

cash flow statement ratios

income and expenditure

expenditure forecasting

contingency plans

compliance requirements relating to managing financial resources, including legislative and regulatory responsibilities

finance and investment decisions to improve financial returns of the organisation

financial and accounting principles relating to analysing and interpreting financial reports and resources

financial, accounting and economic terminology and systems relevant to financial strategy

forecasting financial requirements

business targets

business system requirements

techniques for calculating and analysing financial data and procedures for their applications.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

samples of workplace financial documentation, including contractual and procurement policies

financial data and documentation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG401 Plan and chair Aboriginal and Torres Strait Islander organisation board meetings

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is not equivalent to: BSBATSIC511 Plan and conduct a community meeting BSBATSIL408 Manage a board meeting BSBATSIL503 Manage conflict. Significant changes between superseded and superseding units.

Application

This unit describes the skills and knowledge required to plan for and chair a board meeting for an Aboriginal and Torres Strait Islander organisation. It includes consulting with required stakeholders and using agreed decision-making processes.

The unit applies to individuals who chair board meetings in their role of monitoring and guiding the activities of Aboriginal and Torres Strait Islander organisations.

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

Unit Sector

Technical Skills - Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan board meeting	1.1 Identify type of meeting to be conducted, applicable constitution sections and other required rules, cultural protocols, policies and procedures 1.2 Prepare draft agenda relating to the business of the meeting 1.3 Consult required stakeholders on draft agenda 1.4 Identify date, time and location of meeting, taking into account required rules, cultural protocols, policies and procedures 1.5 Issue meeting invitations to members and guests 1.6 Circulate background papers prior to meeting in required format
2. Chair board meeting	2.1 Confirm a quorum is present before commencing meeting 2.2 Apply required Acknowledgement of Country or Welcome to Country procedures at commencement of meeting 2.3 Follow meeting agenda, procedures and timeframes and required rules, organisational constitution and cultural protocols 2.4 Provide opportunities for participants to listen and speak, and confirm different views are collected where required 2.5 Manage difficult situations that arise according to organisational policies and procedures 2.7 Use agreed decision-making processes and confirm decisions reflect participant views
3. Maintain business confidentiality	3.1 Advise board members when to observe required confidentiality 3.2 Seek declarations of potential and real conflict of interest
4. Confirm minutes are taken	4.1 Review minutes and confirm they contain required information 4.2 Approve minutes and provide them to members and guests, where required 4.3 Confirm procedures are followed to store minutes in a suitable and accessible manner

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates and integrates facts and ideas to construct meaning from a range of text types to plan meeting agenda
Writing	Records and reports key information related to planning and managing meetings, incorporating a range of simple and complex language
Oral communication	Uses specific and relevant language, appropriate tone and suitable syntax to clearly articulate issues Uses active questioning and listening techniques to confirm understanding
Initiative and enterprise	Confirms how own role meshes with others and contributes to broader goals Follows protocols and meets expectations associated with own role Identifies importance of other stakeholders and clarifies goals with others, maintaining communication and managing expectations and understanding
Planning and organising	Communicates information and ideas with clarity, considering nature and potential reach of various linkages, benefits and limitations
Problem solving	In familiar contexts, responds intuitively to problems requiring immediate attention, quickly drawing on experience to devise solutions Identifies personal, social and cultural factors that may influence people’s understanding of communication Builds on ideas of others to solve problems
Teamwork	Uses ways of establishing connections and building genuine understanding with a diverse range of people

Unit Mapping Information

Supersedes and is not equivalent to:

BSBATSIC511 Plan and conduct a community meeting

BSBATSIL408 Manage a board meeting

BSBATSIL503 Manage conflict.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFNG401 Plan and chair Aboriginal and Torres Strait Islander organisation board meetings

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is not equivalent to: BSBATSIC511 Plan and conduct a community meeting BSBATSIL408 Manage a board meeting BSBATSIL503 Manage conflict. Significant changes between superseded and superseding units.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan and chair at least two different board meetings for an Aboriginal and Torres Strait Islander organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

board meeting procedures, including documentation requirements

board member roles and responsibilities

community control of organisations and its impact on meetings

conflicts of interests and how to deal with them in meetings

constitution provisions regarding conduct of meetings

cultural context in which Aboriginal and Torres Strait Islander boards operate, including their role in upholding traditional and cultural values, cultural processes and protocols relevant to conduct of meetings

differences between elected arms and administrative arms of councils

decision-making processes

geographic, cultural, social, economic and political contexts in which different Aboriginal and Torres Strait Islander organisations operate

organisational policies and procedures relating to chairing Aboriginal and Torres Strait Islander organisation’s board meetings, including appointing meeting minute taker.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

an actual or simulated board

examples of issues faced by boards of governance

examples of documents relating to planning and chairing Aboriginal and Torres Strait Islander organisation’s board meetings.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG402 Interact with Aboriginal and Torres Strait Islander organisation members and the community

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIC411 Communicate with the community. Changed unit title to reflect developments in Aboriginal and Torres Strait Islander Governance outcomes.

Application

This unit describes the skills and knowledge required to interact with Aboriginal and Torres Strait Islander organisation members and the community. This includes interacting with other organisations and the community to meet community needs and involve people in the Aboriginal and Torres Strait Islander organisation and its activities.

The unit applies to individuals who in their role as a member of a board of governance of an Aboriginal and Torres Strait Islander organisation are responsible for communicating with key stakeholders in the community.

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

Unit Sector

Technical Skills - Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Collect information from board members and the community	1.1 Use formal and informal member or community networks to gather and share information according to organisational procedures 1.2 Record member or community contributions and advice 1.3 Follow organisational policies and procedures to maintain confidentiality
2. Jointly identify issues with members and the community	2.1 Raise and discuss issues of importance with members or the community 2.2 Invite individuals and groups affected by issues to participate in discussions
3. Identify options to address issues with members and the community	3.1 Discuss and evaluate options to address identified issues with members or the community 3.2 Identify suitable and preferred options 3.3 Communicate information on activities, issues and preferred options to organisation’s board 3.4 Convey board’s decision to organisation members and the community
4. Provide information to members and the community about the organisation’s activities and board decisions	4.1 Provide information to members or the community about the organisation’s activities and issues according to organisational policies and procedures 4.2 Advise members or the community of board decisions and the reasons behind them

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates and integrates facts and ideas to construct meaning from a range of text types
Oral communication	Uses active listening and questioning skills to confirm understanding Participates in a range of verbal exchanges using appropriate tone, language and syntax to address stakeholders and disseminate information
Initiative and enterprise	Identifies nature and purpose of own role and associated responsibilities and follows organisational policies and procedures
Teamwork	Takes steps to build rapport and establish effective relationships Takes audience, purpose and contextual factors into account when making decisions about what to communicate with whom, why and how
Planning and organising	Takes responsibility for planning and organising own workload, identifying ways of sequencing and combining elements for greater efficiency and considering how to respond to input of others Contributes to group decision-making when required

Unit Mapping Information

Supersedes and is equivalent to BSBATSIC411 Communicate with the community.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFNG402 Interact with Aboriginal and Torres Strait Islander organisation members and the community

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIC411 Communicate with the community. Changed unit title to reflect developments in Aboriginal and Torres Strait Islander Governance outcomes.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

interact with at least two different members of an Aboriginal and Torres Strait Islander organisation on at least two occasions

interact with members in the Aboriginal and Torres Strait Islander community on at least two different occasions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common consultation methods and their suitability for different contexts

cultural context in which Aboriginal and Torres Strait Islander board members operate, including their role in upholding traditional and cultural values

communication strategies for sharing information with individuals and groups

structure and objectives for Aboriginal and Torres Strait Islander board member and community formal and informal forums and discussions

methods to gain contributions from stakeholders through board member and community forums and discussions

cultural context of community

methods to address common Aboriginal and Torres Strait Islander community issues

geographic, cultural, social, economic and political contexts in which different Aboriginal and Torres Strait Islander organisations operate

methods to gather, analyse and present information

methods and techniques to deal with violence in the community

methods to deal with resistance towards Aboriginal and Torres Strait Islander organisations, and different groups in the community

organisational policies and procedures for interacting with Aboriginal and Torres Strait Islander stakeholders

protocols and cultural responsibilities relating to performance evidence.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to examples of:

documents relating to the Aboriginal and Torres Strait Islander organisation’s activities and issues.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG403 Participate as a board member of an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Changed unit title to reflect developments in Aboriginal and Torres Strait Islander Governance outcomes. Supersedes and is not equivalent to: BSBATSIL411 Undertake the roles and responsibilities of a board member BSBATSIL412 Participate effectively as a board member BSBATSIL510 Appoint and work with a manager BSBATSIL511 Lead the organisation’s strategic planning cycle BSBATSIL512 Be a leader in the community BSBATSIM412 Implement a businesslike approach BSBATSIM414 Oversee the organisation’s annual budget.

Application

This unit describes the skills and knowledge required to meet the diverse roles and responsibilities of a board member in an Aboriginal and Torres Strait Islander organisation.

The unit applies to individuals responsible for monitoring and guiding the activities of Aboriginal and Torres Strait Islander organisations in their role as a member of a board of governance.

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

Unit Sector

Technical Skills - Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Work within structure of Aboriginal and Torres Strait Islander organisation	1.1 Identify core functions and structure of organisation 1.2 Describe and document relationship between organisation, stakeholders and other organisations or entities 1.3 Identify individual responsibilities of board members 1.4 Identify designated board duties as per role description 1.5 Follow board’s decision-making processes
2. Manage competing roles and responsibilities	2.1 Identify differences between roles of governance and management 2.2 Identify relationship between board and staff and overlap in roles 2.3 Identify and manage real and perceived conflicts of interest due to competing roles and responsibilities 2.4 Follow policies and procedures on confidentiality of information
3. Participate in board matters	3.1 Plan for own participation in board activities 3.2 Attend board meetings and other board activities as required 3.3 Make constructive contributions to board discussions 3.4 Undertake assigned follow-up actions
4. Interpret financial reports	4.1 Confirm financial information is received from management within required timeframes 4.2 Clarify purpose of financial reports and their key features with board members 4.3 Identify income shortfalls and expenditure overruns
5. Follow legal requirements when carrying out board duties	5.1 Determine legal obligations relating to organisation’s operations 5.2 Apply legal requirements relating to governance of organisation 5.3 Comply with required aspects of corporations law and terms and conditions of funding agreements 5.4 Adhere to constitution of organisation while undertaking board responsibilities
6. Monitor organisational operations	6.1 Monitor trends and outcomes of organisational activities in the community 6.2 Use information provided to review effectiveness and efficiency of operations and associated policies 6.3 Suggest changes to operations or policies if necessary
7. Receive and act on community and stakeholder feedback	7.1 Gather and evaluate feedback from community and stakeholders about operations of organisation, and share with other board members 7.2 Action feedback according to policies and procedures, and in consultation with organisation’s management 7.3 Support majority decisions of board and management where applicable

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Interprets a range of financial information to contribute to decisions regarding organisational finances
Reading	Gathers, interprets and analyses information relating to core functions of the organisation, such as organisational goals, standards and values
Writing	Develops material for a specific audience using clear and detailed language to convey explicit information, requirements and recommendations
Oral communication	Participates in a verbal exchange of ideas and clearly articulates requirements using language, tone and syntax appropriate to audience and environment Uses active listening and questioning skills to confirm understanding
Self-management	Follows protocols and meets expectations associated with own role Identifies nature and purpose of own role and associated responsibilities and how they contribute to the work of others in immediate work context
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating group interaction, influencing direction and taking a leadership role on occasion
Planning and organising	Takes responsibility for planning and organising own workload, identifying ways of sequencing and combining elements for greater efficiency and considering how to link to work of others Takes responsibility for outcomes of decisions related to own role
Problem solving	Identifies when to take responsibility for solving problems and when to consult with others

Unit Mapping Information

Supersedes and is not equivalent to:

BSBATSIL411 Undertake the roles and responsibilities of a board member

BSBATSIL412 Participate effectively as a board member

BSBATSIL510 Appoint and work with a manager

BSBATSIL511 Lead the organisation’s strategic planning cycle

BSBATSIL512 Be a leader in the community

BSBATSIM412 Implement a businesslike approach

BSBATSIM414 Oversee the organisation’s annual budget.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFNG403 Participate as a board member of an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Changed unit title to reflect developments in Aboriginal and Torres Strait Islander Governance outcomes. Supersedes and is not equivalent to: BSBATSIL411 Undertake the roles and responsibilities of a board member BSBATSIL412 Participate effectively as a board member BSBATSIL510 Appoint and work with a manager BSBATSIL511 Lead the organisation’s strategic planning cycle BSBATSIL512 Be a leader in the community BSBATSIM412 Implement a businesslike approach BSBATSIM414 Oversee the organisation’s annual budget.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to at least two decisions on issues affecting board and organisational performance.

In the course of the above, the candidate must:

work in accordance with organisational constitution, legislation and policies and procedures

contribute to analysis of issues

contribute to board discussions

manage conflicts of interest

consult with broader community on matters of relevance to board

maintain open channels of communication between board and staff members.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key aspects of cultural context in which Aboriginal and Torres Strait Islander boards operate, including their role in upholding traditional and cultural values

organisational decision-making processes

geographic, cultural, social, economic and political contexts in which different Aboriginal and Torres Strait Islander organisations operate

key aspects of governance roles and responsibilities of an Aboriginal and Torres Strait Islander organisation board member and of key board positions

key aspects of management roles and responsibilities, including:

monitoring trends and outcomes of organisation’s activities

methods of identifying organisational policies and activities requiring change

differences in elected arms and administrative arms of organisation

techniques in balancing the two worlds of Indigenous culture and mainstream Australia

features and informing context to organisation’s operations, including:

history

structure

core functions

code of conduct

constitution

policies and procedures

processes to monitor operations

reporting processes

provisions of legislation and funding body requirements influencing board’s responsibilities and decision making

key features and functions of financial statements, information and reports; and risks associated with incorrectly interpreting them

protocols and cultural responsibilities relating to participate on a board of an Aboriginal and Torres Strait Islander organisation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

an actual or simulated board

examples of issues that boards of governance have worked on, including community feedback and strategic decisions

examples of relevant financial statements and reports.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG404 Maintain and protect cultural values in an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIC412 Maintain and protect cultural values in the organisation.

Application

This unit describes the skills and knowledge required for members of the board of an Aboriginal and Torres Strait Islander organisation to maintain and protect aspects of culture in the organisation. It includes ensuring that cultural protocols are followed and addressing issues relating to culture in the organisation.

The unit applies to individuals who are board members and responsible for monitoring and guiding the activities of Aboriginal and Torres Strait Islander organisations.

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

Unit Sector

Technical Skills - Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and follow cultural protocols	1.1 Identify traditional and cultural responsibilities relating to own role in Aboriginal and Torres Strait Islander organisation 1.2 Follow cultural protocols and organisational policies and procedures when undertaking board duties 1.3 Identify role of Elders and their relationship to organisation
2. Respect cultural diversity	2.1 Treat individuals and groups with diverse lifestyles, backgrounds, cultures and languages according to organisational policies and procedures 2.2 Take appropriate steps to accommodate cultural differences in the organisation 2.3 Recommend ways that organisation can help to maintain and protect culture
3. Apply Aboriginal and Torres Strait Islander cultural practices to governance processes	3.1 Identify Aboriginal and Torres Strait Islander cultural practices that contribute to effective governance of organisations 3.2 Work with other board members to incorporate required Aboriginal and Torres Strait Islander cultural practices and protocols into organisation’s governance processes
4. Deal with potential and actual cultural exploitation	4.1 Identify examples of potential and actual cultural exploitation in the community 4.2 Work with stakeholders to develop strategies for responding to potential and actual damage to cultural integrity
5. Deal with potential and actual stereotyping and prejudice	5.1 Identify areas of potential and actual social conflict as a consequence of stereotyping and prejudice 5.2 Work with stakeholders to develop strategies toward reconciliation in consultation with appropriate individuals or groups in targeted areas
6. Determine impact of broader Australia-wide development on culture	6.1 Identify relevant generational, cultural, social, technical, economic and political changes that may impact the activities of the organisation 6.2 Assess current and future impact of development on culture 6.3 Develop strategies to maximise positive impact of development, and prevent or minimise negative impact on culture

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers, interprets and analyses diverse texts to assess key changes and how those changes relate to organisation and community
Oral communication	Participates in a variety of spoken exchanges with people from diverse backgrounds Uses listening and questioning skills to confirm understanding for requirements
Initiative and enterprise	Monitors own adherence to legal and regulatory responsibilities related to own work
Planning and organising	Takes responsibility for planning and organising own workload, identifying ways of sequencing and combining elements for greater efficiency and considering how to respond to input of others
Self-management	Takes responsibility for addressing problems relevant to own role
Teamwork	Cooperates with others and contributes to specific activities requiring joint responsibility and accountability

Unit Mapping Information

Supersedes and is equivalent to BSBATSIC412 Maintain and protect cultural values in the organisation.

Links

Companion Volume Implementation Guide is found on VETNet – - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFNG404 Maintain and protect cultural values in an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIC412 Maintain and protect cultural values in the organisation.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one strategy to maintain and protect cultural values in an Aboriginal and Torres Strait Islander organisation

identify and satisfactorily address at least two different instances of cultural exploitation, stereotyping or prejudice in an Aboriginal and Torres Strait Islander organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and organisational requirements relating to maintaining and protecting cultural values in an Aboriginal and Torres Strait Islander organisation, including policies and procedures

Aboriginal and Torres Strait Islander cultural governance practices that impact the effective governance of organisations

respectful behaviours that support cultural diversity with peers and a range of stakeholders

key concepts of stereotyping and prejudice and their impacts on individuals and organisational culture

cultural context in which Aboriginal and Torres Strait Islander boards operate

methods to accommodate cultural differences in an organisation

impacts of colonialisation on Aboriginal and Torres Strait Islander culture, including changes in Aboriginal and Torres Strait Islander culture since colonialisation

strategies to maintain and protect aspects of Aboriginal and Torres Strait Islander culture in organisations

geographic, cultural, social, economic and political contexts in which different Aboriginal and Torres Strait Islander organisations operate

historical factors, and the impact on local community members and the organisation

key concepts of avoiding exclusion of family groups

mitigation strategies for dealing with disagreements in organisations

techniques in balancing the two worlds of Indigenous culture and mainstream Australia

relevant protocols and cultural responsibilities of board members

key social, technical, economic, legislative and political changes that may impact the activities of the organisation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisation’s constitution

governance requirements, codes of conduct and policies and procedures relevant to board activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet – - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG405 Review and apply the constitution in an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIL413 Review and apply the constitution.

Application

This unit describes the skills and knowledge required to ensure that the constitution of an Aboriginal and Torres Strait Islander organisation is relevant, that it is understood by staff, and that it meets the organisation’s changing needs.

The unit applies to individuals who are board members, or in a governance role, and responsible for monitoring, guiding and undertaking decision-making activities of Aboriginal and Torres Strait Islander organisations.

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

Unit Sector

Technical Skills - Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and review essential components of the constitution	1.1 Analyse organisation’s constitution and confirm it is consistent with organisation’s purpose and relevant law 1.2 Seek clarification of clauses from experts where required 1.3 Identify areas of activity of organisation not covered by constitution 1.4 Explain key clauses of constitution to community members as required
2. Apply the constitution in course of own activities	2.1 Follow constitutional provisions related to own role in organisation 2.2 Check policies and programs and confirm they comply with constitution 2.3 Amend constitution as required in consultation with members and according to required procedures and protocols and expectations of traditional lore 2.4 Confirm formal documentation of changes made is maintained
3. Make provision for constitutional amendment processes	3.1 Develop or follow organisational administrative procedures to formally document constitutional changes 3.2 Confirm processes for amending organisation’s constitution 3.3 Adhere to required procedures and ensure amendments are communicated to committee and board members

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets various texts to guide activities and decisions Analyses and evaluates validity of information to identify gaps or inconsistencies between texts
Writing	Collates and compiles material using clear and detailed language to convey specific information, requirements and recommendations
Oral communication	Participates in a variety of spoken exchanges using suitable tone, language and strategies to confirm or clarify understanding and adjusting personal communication style in response to values, beliefs and cultural expectations of others Makes constructive suggestions when required Elicits views and opinions of others by active listening and questioning
Self-management	Adheres to legal and regulatory requirements relevant to own role, and draws attention to any issues that may affect the organisation as a whole Follows accepted communication practices and protocols and meets expectations associated with own role
Planning and organising	Develops plans to manage relatively complex tasks with an awareness of how they may contribute to longer term operational strategic goals
Problem solving	Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of constraints into account Addresses some unfamiliar problems of increasing complexity within scope of own role, identifying when to seek expertise of others

Unit Mapping Information

Supersedes and is equivalent to BSBATSIL413 Review and apply the constitution.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFNG405 Review and apply the constitution in an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIL413 Review and apply the constitution.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least one occasion review the constitution of an Aboriginal and Torres Strait Islander organisation and identify key constitutional provisions applicable to own role

apply at least two different key constitutional provisions to own role

confirm that at least two board decisions follow an organisation’s constitution

on at least one occasion, contribute to amending the constitution of an Aboriginal and Torres Strait Islander organisation.

In the course of the above, the candidate must:

communicate effectively with others to confirm that reviewed constitution meets legal requirements and expectations of traditional lore

document constitutional amendments according to workplace policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key elements of cultural context in which Aboriginal and Torres Strait Islander boards operate, including their role in upholding traditional and cultural values

legislative and funding body requirements that can impact provisions of constitution

key formats and content of constitutions for profit and non-profit Aboriginal and Torres Strait Islander organisations

geographic, social, cultural, economic and political contexts in which particular organisations operate

roles and responsibilities of a board member, including:

applying the constitution to day-to-day activities

amending the constitution

formal documentation procedures

key elements of implementing provisions of constitution into practice, including:

elections

membership

conduct of meetings

reporting

key sources of support that can provide advice on legality and practical operations of aspects of the constitution.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

an actual or simulated board

sources of expert knowledge relevant to constitution

examples of constitutions used by Aboriginal and Torres Strait Islander organisations.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG406 Assist in developing and implementing Aboriginal and Torres Strait Islander organisational policies

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIM419 Contribute to the development and implementation of organisational policies. Supersedes and is not equivalent to: BSBATSIM416 Oversee organisational planning BSBATSIM417 Implement organisational plans BSBATSIM418 Oversee financial management BSBATSIM421 Support a positive and culturally appropriate workplace culture BSBATSIM506 Develop employment policies BSBATSIM511 Develop enterprise opportunities. Changed unit title to better reflect scope of unit.

Application

This unit describes the skills and knowledge required to work with other board members to assist in developing and implementing an Aboriginal and Torres Strait Islander organisation’s policies in order to serve the organisation and the community effectively.

The unit applies to board members responsible for assisting in monitoring and guiding the activities of Aboriginal and Torres Strait Islander organisations.

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

Unit Sector

Technical Skills - Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Participate in designing a process and procedures for developing organisational policies	1.1 Work with other board members to establish a policy development group and determine any required sources of expert advice 1.2 Consult community where required on designing a process and procedures for developing organisational policies 1.3 Contribute to developing, in consultation with required stakeholders, procedures that support the policy development process
2. Obtain background information needed for policy development	2.1 Identify legislative and operational requirements that organisational policies to be developed must address 2.2 Review processes required to make previous board decisions 2.3 Identify and review additional information required for inclusion in policies
3. Contribute to drafting of policy	3.1 Provide input into drafting of policy for areas of organisational activity within scope of own role and expertise 3.2 Check draft policy and confirm it reflects organisation’s vision and cultural considerations 3.3 Check policy and confirm it meets legal, constitutional and funding requirements 3.4 Provide feedback to policy development group on draft policy
4. Assist in finalising policy	4.1 Explain draft policy to key stakeholders and seek their feedback 4.2 Evaluate feedback obtained and propose amendments to draft policy where required in response 4.3 Finalise draft policy and seek stakeholder agreement 4.4 Work with other board members to gain board approval of agreed final draft of policy 4.5 Confirm that policy has been documented and stored in a secure and accessible form according to established procedures
5. Implement policy	5.1 Review board decision to approve final policy and confirm it complies with existing organisational policies and procedures 5.2 Inform key stakeholders of board decision to approve final policy
6. Review and amend policy as required	6.1 Identify changes to legislative and operational matters that affect existing organisational policies 6.2 Assess real and potential impact of changes on the organisation and its members 6.3 Develop strategies for policy review that address assessed impact while maintaining organisation’s vision and values 6.4 Work with other board members to propose amendments to policy where required 6.5 Confirm policy changes have been documented and stored according to organisational procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers, interprets and analyses a variety of textual information from a range of sources and identifies relevant key information
Writing	Prepares strategic business documentation incorporating vocabulary, grammar, and conventions appropriate to text and audience
Oral communication	Participates in verbal exchanges using clear language, suitable syntax and tone to address and disseminate information to a variety of individuals Uses active listening and questioning to convey and clarify information
Self-management	Identifies own legal rights and responsibilities and extends understanding of general legal principles applicable in governance environment
Teamwork	Cooperates and negotiates with others and contributes to specific activities requiring joint responsibility and accountability Builds rapport to establish effective working relationships
Planning and organising	Applies formal processes when planning more complex tasks, producing plans with logically sequenced steps, reflecting some awareness of time and resource constraints and the needs of others
Problem solving	In more complex non-routine situations, uses a formal decision-making processes with support, setting or clarifying goals, gathering information and identifying and evaluating best options against predetermined criteria Applies some basic principles of analytical and lateral thinking

Unit Mapping Information

Supersedes and is equivalent to BSBATSIM419 Contribute to the development and implementation of organisational policies.

Supersedes and is not equivalent to:

BSBATSIM416 Oversee organisational planning

BSBATSIM417 Implement organisational plans

BSBATSIM418 Oversee financial management

BSBATSIM421 Support a positive and culturally appropriate workplace culture

BSBATSIM506 Develop employment policies

BSBATSIM511 Develop enterprise opportunities.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFNG406 Assist in developing and implementing Aboriginal and Torres Strait Islander organisational policies

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIM419 Contribute to the development and implementation of organisational policies. Supersedes and is not equivalent to: BSBATSIM416 Oversee organisational planning BSBATSIM417 Implement organisational plans BSBATSIM418 Oversee financial management BSBATSIM421 Support a positive and culturally appropriate workplace culture BSBATSIM506 Develop employment policies BSBATSIM511 Develop enterprise opportunities. Changed unit title to better reflect scope of unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support the development of at least two different policies and their related procedures for an area of activity in an Aboriginal and Torres Strait Islander organisation

support the implementation of at least one of the developed policies in the organisation

support the review and amendment of at least one existing policy to reflect a changed legislative or operational requirement.

In the course of the above, the candidate must:

inform required stakeholders of new and changed policies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key elements of the cultural context in which Aboriginal and Torres Strait Islander boards operate, including their role in upholding traditional and cultural values

key equity and diversity principles that might need to be applied when assisting in the development and implementation of organisational policies

geographic, cultural, social, economic and political contexts in which different Aboriginal and Torres Strait Islander organisations operate

organisation’s constitution, vision, purpose and current processes

provisions of relevant legislation and funding body requirements relevant to the content of organisational policies described in performance evidence

key format and content requirements of organisational policies and procedures

protocols and cultural responsibilities that could impact the development and implementation of policies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

an actual or simulated board

examples of Aboriginal and Torres Strait Islander organisational policies

examples of documents required when developing and implementing policies.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG407 Oversee asset management in an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIM420 Oversee asset management. Supersedes and is not equivalent to: BSBATSIM505 Control organisational finances BSBATSIM514 Recruit and induct staff BSBATSIW416 Obtain and manage consultancy services BSBATSIW417 Select and use technology BSBATSIW515 Secure funding. Changed unit title to better reflect scope of unit.

Application

This unit describes the skills and knowledge required to account for and manage an Aboriginal and Torres Strait Islander organisation’s assets.

The unit applies to individuals responsible for monitoring and guiding the activities of an Aboriginal and Torres Strait Islander organisation and for ensuring that the organisation’s assets are effectively managed.

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

Unit Sector

Technical Skills - Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review required policies and procedures to manage Aboriginal and Torres Strait Islander organisation’s assets	1.1 Identify organisation’s assets and their classification 1.2 Review and analyse existing suitable policies and procedures relating to the purchase, use, storage, maintenance and disposal of those assets 1.3 Confirm that policies and procedures comply with legal and contractual requirements and are being implemented in line with those requirements 1.4 Communicate to board members any requirements in relation to creating or amending organisation’s asset management policies and procedures
2. Confirm that requirements for managing assets are implemented	2.1 Confirm responsibility for establishing an asset register of organisation’s movable assets, and recording and storage of asset documents is delegated by the board to a relevant stakeholder 2.2 Check that asset register has been established and required asset documents are stored securely and in line with policies and procedures
3. Confirm assets and records are maintained according to required procedures	3.1 Receive and review reports on assets and confirm reports are up-to-date and complete 3.2 Confirm appropriate procedures are in place and followed for asset repairs 3.3 Confirm appropriate procedures are in place and followed to report and document asset damage, loss and theft 3.4 Develop and implement an action plan to follow up asset management issues that arise 3.5 Confirm asset records comply with funding providers’ requirements
4. Confirm insurance cover is in place	4.1 Confirm required procedures are in place and followed to arrange and maintain insurance following asset acquisition 4.2 Identify authorised signatories for claims for damage, loss and theft 4.3 Confirm that process for submitting insurance claims is timely and includes required evidence of loss
5. Oversee annual internal audit of assets	5.1 Confirm items recorded in asset register are checked annually 5.2 Confirm asset register is updated with current information following the internal audit 5.3 Investigate discrepancies found in the asset register 5.4 Propose changes to policies and procedures where required
6. Oversee acquisition and disposal of assets	6.1 Approve acquisitions and disposal of assets in line with existing plans and budgets and according to organisational policies and procedures 6.2 Confirm that funding body requirements regarding asset acquisition and disposal are met

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Understands distinguishing structures and features of a range of textual information and identifies context, purpose and content
Writing	Prepares strategic business documentation incorporating vocabulary, grammar, and conventions appropriate to text and audience
Oral communication	Participates in verbal exchanges using clear language, suitable syntax and tone to address and disseminate information to a variety of individuals Uses active listening and questioning to convey and clarify information
Numeracy	Identifies and interprets mathematical information to review asset reports and identify discrepancies
Self-management	Keeps up-to-date with legislation or regulations relevant to own responsibilities and considers their implications when planning and undertaking work Monitors and adheres to organisational policies and procedures and considers own role in terms of its contribution to broader goals of work environment Identifies how own role meshes with others and contributes to broader goals Identifies importance of secure information and privacy in relation to own work and takes personal responsibility for identifying and managing risk factors
Planning and organising	Applies formal processes when planning more complex tasks, producing plans with logically sequenced steps, reflecting an awareness of resource constraints and the needs of others
Problem solving	Uses a formal decision-making process with support, setting or clarifying goals, gathering information and identifying and evaluating best options against predetermined criteria Evaluates effectiveness of decisions on how well they meet stated goals Identifies and anticipates an increasing range of familiar problems, their symptoms and causes, actively looking for early warning signs and implementing contingency plans

Unit Mapping Information

Supersedes and is equivalent to BSBATSIM420 Oversee asset management.

Supersedes and is not equivalent to:

BSBATSIM505 Control organisational finances

BSBATSIM514 Recruit and induct staff

BSBATSIW416 Obtain and manage consultancy services

BSBATSIW417 Select and use technology

BSBATSIW515 Secure funding.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFNG407 Oversee asset management in an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIM420 Oversee asset management. Supersedes and is not equivalent to: BSBATSIM505 Control organisational finances BSBATSIM514 Recruit and induct staff BSBATSIW416 Obtain and manage consultancy services BSBATSIW417 Select and use technology BSBATSIW515 Secure funding. Changed unit title to better reflect scope of unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement at least two policies and their related procedures for managing the assets of an Aboriginal and Torres Strait Islander organisation

oversee at least one annual internal audit of the organisation’s assets

oversee the acquisition and disposal of at least two different assets for the organisation.

In the course of the above, the candidate must:

work with others to implement policies and procedures for managing the assets of an Aboriginal and Torres Strait Islander organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key elements of asset purchasing and disposal procedures

key characteristics of assets and asset classification systems

asset auditing procedures

geographic, cultural, social, economic and political contexts in which different Aboriginal and Torres Strait Islander organisations operate

organisational policies, procedures and processes relating to asset management

legislative and funding body requirements that impact asset management

record-keeping requirements with regard to assets, including processes for establishing and maintaining asset registers

relevant protocols and cultural responsibilities for management of assets.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

an actual or simulated board

examples of asset registers and asset policies and procedures

documents required to manage assets, including related policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG408 Represent an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIW514 Represent your organisation. Changed unit title to better reflect scope of unit.

Application

This unit describes the skills and knowledge required for board members to represent their organisation in a range of situations and formal and informal forums, including in the community, government and private sectors, and by establishing and maintaining suitable networks.

The unit applies to individuals who as board members contribute their skills and knowledge to monitoring and guiding the activities of an Aboriginal and Torres Strait Islander organisation.

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

Unit Sector

Technical Skills - Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to represent own Aboriginal and Torres Strait Islander organisation	1.1 Obtain permission to represent the organisation according to organisational protocols 1.2 Analyse council role, function and operations to identify and prioritise stakeholders relevant to organisation 1.3 Research information about external politics to determine factors affecting the organisation
2. Develop and participate in networks	2.1 Establish connections with individuals, groups and organisations in identified networks according to organisational code of conduct 2.2 Plan, implement and review strategies and activities to participate in networks and communicate and engage identified stakeholders 2.3 Monitor networks to identify and act on opportunities for improvement
3. Receive and provide information relating to the work of the organisation	3.1 Interpret and respond to stakeholder requests for information according to communication protocols 3.2 Use networks to gather and share information and resources to support organisational operations and the community 3.3 Collect information about relevant activities in the community according to organisational code of conduct and protocols with respect to relevant community
4. Promote the work of the organisation	4.1 Inform the community, other organisations, government and businesses about the work and achievements of the organisation and its role, function and operations according to confidentiality requirements and organisational policies 4.2 Present information to assist the organisation achieve its objectives according to organisational policies and procedures and organisational code of conduct 4.3 Confirm stakeholder understanding of organisation and respond to stakeholder concerns 4.4 Seek support for the organisation’s work from required stakeholders according to organisational code of conduct 4.6 Seek and act on opportunities to promote organisation through the media and in the community
5. Confirm representation meets board requirements	5.1 Report to board on representation activities, outcomes and promotion opportunities 5.2 Seek feedback from board members on activity report 5.3 Integrate board feedback into representation strategies and activities

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets textual information obtained from a range of sources and determines how content may be applied to individual, community and organisational requirements
Writing	Integrates information from a number of sources and develops written material using appropriate grammar and clear language
Oral communication	Participates in culturally appropriate and respectful verbal exchanges with community members and key stakeholders using clear language, suitable syntax and tone to address and disseminate relevant information Uses active questioning and listening to elicit information and confirm understanding
Initiative and enterprise	Monitors own adherence to organisational policies and procedures Identifies limits of own role and how own work meshes with others and contributes to broader organisational goals
Teamwork	Actively identifies requirements of important communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction Builds rapport to establish effective networks
Self-management	Uses a combination of formal and logical planning processes to identify relevant information Makes a range of decisions in relatively complex situations, taking a range of constraints into account

Unit Mapping Information

Supersedes and is equivalent to BSBATSIW514 Represent your organisation.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBFNG408 Represent an Aboriginal and Torres Strait Islander organisation

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Supersedes and is equivalent to BSBATSIW514 Represent your organisation. Changed unit title to better reflect scope of unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

promote the work of one’s own Aboriginal and Torres Strait Islander organisation on at least two different occasions.

In the course of the above, the candidate must:

follow relevant protocols and codes of conduct when representing the organisation

participate in and expand networks relevant to the work of the organisation

provide information about the organisation to others

maintain information securely.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

geographic, cultural, social, economic and political contexts in which different Aboriginal and Torres Strait Islander organisations operate

key aspects of cultural context in which Aboriginal and Torres Strait Islander boards operate, including their role in upholding traditional and cultural values

organisational policies, procedures and processes in relation to representing the organisation, including protocols for seeking permission to represent

organisational code of conduct when representing organisation

role and responsibilities of a board member

presentation techniques to provide information on the organisation

procedures for identifying networks and media outlets relevant to the work of the Aboriginal and Torres Strait Islander organisation described in the performance evidence

protocols and procedures for sharing information about the organisation and about board decisions, developments and activities

strategies for engaging and developing networks

protocols and cultural responsibilities that impact how the organisation is represented

strategies for advocating on behalf of an Aboriginal and Torres Strait Islander organisation and its members

techniques used to effectively represent the organisation in interviews.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

an actual or simulated board

actual or simulated community networks

examples of organisational documents relating to promoting the work of the organisation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBFNG409 Comply with Aboriginal and Torres Strait Islander organisation director obligations

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to comply with the obligations of a company director, while active as an executive or non-executive director of an Aboriginal and Torres Strait Islander organisation, in the oversight of the organisation’s affairs.

The unit applies to individuals holding a company director role in an Aboriginal and Torres Strait Islander organisation.

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

Unit Sector

Technical Skills – Aboriginal and Torres Strait Islander Governance

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine organisational obligations of company director	1.1 Identify core functions and structure of organisation according to its purpose, culture, mission, and values 1.2 Identify individual responsibilities of company directors 1.3 Identify broad organisational proceedings and proceed with any necessary associated duties
2. Identify legal obligations of company director	2.1 Identify difference between executive and non-executive director responsibilities and assess own role within organisation 2.2 Assess relevant director duties according to legislative requirements 2.3 Comply with director duties and assist in operating organisation, consulting with stakeholders when required
3. Comply with legal requirements when carrying out director duties	3.1 Apply organisational legislative requirements in decisions made as director 3.2 Identify any potential non-compliance of decisions and director duties in organisation 3.3 Alert required personnel of real or potential non-compliance of other directors

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Effectively participates in verbal exchanges to convey and clarify information with a range of stakeholders
Self-management	Follows protocols and meets expectations associated with own role Identifies nature and purpose of own role and associated responsibilities and how they contribute to the work of others in immediate work context Takes responsibility for following policies, procedures and legislative requirements and for outcomes of routine decisions relating to own role
Problem-solving	Uses problem solving processes to identify, analyse and resolve issues that arise in course of own director duties

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10 sec

Assessment Requirements for BSBFNG409 Comply with Aboriginal and Torres Strait Islander organisation director obligations

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

analyse two decisions and confirm that decisions comply with directors’ obligations.

In the course of the above, the candidate must:

comply with legislative requirements relevant to director obligations

comply with organisational policies and procedures

consider purpose, culture, mission, and values of Aboriginal and Torres Strait Islander organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key director obligations under relevant legislation governing Aboriginal and Torres Strait Islander organisation and non-Indigenous corporations, including those relating to:

care and diligence, including business judgement rule

good faith

relevant position duties

use of information

roles and responsibilities of executive and non-executive directors

penalties for non-compliance with directors’ duties under Australian law, including:

criminal sanctions

civil sanctions

disqualification

commercial consequences

key legislative requirements under which organisation operates

organisational policies and procedures related to complying with director obligations

purpose, culture, mission, and values of Aboriginal and Torres Strait Islander organisation described in performance evidence.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

an actual or simulated board

examples of documents relating to company director obligations

legislative requirements relating to director obligations.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10 sec

BSBHRM411 Administer performance development processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist in the effective implementation of a performance development system and to facilitate employee performance.

The unit applies to human resource officers, or people in similar roles, who work under the direction of a human resource manager.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review performance development infrastructure	1.1 Confirm all team positions have relevant position descriptions specifying key requirements of the role 1.2 Assist relevant stakeholders in reviewing the performance management system to ensure it aligns with the strategic direction of the organisation 1.3 Prepare performance indicators that are consistent with the position description requirements 1.4 Prepare for performance appraisal meetings 1.5 Identify relevant organisational procedures for acknowledging good performance and addressing under-performance 1.6 Provide relevant advice and support where there is dissention about performance appraisal outcomes, where required
2. Promote performance development system	2.1 Communicate requirements of the performance development system to relevant stakeholders 2.2 Coordinate and deliver training to relevant stakeholders on using the performance management system 2.3 Ensure feedback is provided to relevant stakeholders
3. Recommend improvements to performance development system in response to collated data	3.1 Review performance management documentation and identify trends or problem areas requiring attention 3.2 Review patterns in skill or performance gaps and consider requirements and options for performance development 3.3 Assist relevant stakeholders to revise policies and procedures, as required 3.4 Suggest improvements to the performance management system

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Actively reinforces learning by instructing and training others
Reading	Critically evaluates and applies content from a range of structurally complex texts to support performance management processes
Writing	Develops a range of documentation using tone, structure and language suited to context and audience
Oral Communication	Asks questions and listens carefully to gather and evaluate information Uses appropriate vocabulary and tone to present ideas, give advice and make suggestions Selects and uses appropriate conventions and protocols when communicating with others in a range of work contexts
Numeracy	Makes basic calculations to ensure work output meets predetermined timeframes
Self-management	Takes personal responsibility for adhering to and updating explicit and implicit organisational policies and procedures Takes responsibility for planning, sequencing and prioritising tasks required to achieve required outcomes
Teamwork	Cooperates with others and contributes to work practices where joint outcomes are expected Recognises behaviours and triggers that contribute to conflict and implements strategies to moderate conflict Understands how own role meshes with others and contributes to broader work goals
Problem solving	Addresses less predictable problems and initiates standard procedures in response, applying problem-solving processes in determining a solution Contributes to continuous improvement of current work practices by analysing and evaluating outcomes of decisions

Unit Mapping Information

Supersedes and is equivalent to BSBHRM403 Support performance management process.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM411 Administer performance development processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

promote the implementation of one performance development system for an organisation or work area.

In the course of the above, the candidate must:

provide advice and information to employees on the benefits of effective performance management, and how it links with performance development

review the performance development system

make recommendations for improvement

analyse the strengths and weaknesses of the performance development system.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key elements and purposes of performance development processes, and their contribution to organisational objectives and the human resource cycle

strengths and weaknesses of a performance development system

rewards and incentives schemes

strategies to provide feedback and training in relation to the performance development system

warning systems and grievance procedures

mechanisms to collect and analyse data to review performance development system.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

human resource policies, procedures and documentation relevant to performance development and feedback.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM412 Support employee and industrial relations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to communicate and implement employee relations (ER) and industrial relations (IR) policies and procedures to effectively represent organisations and employers.

The unit applies to individuals who work in support positions, assisting others in dealing with ER and IR conflicts and issues.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Support preparation of Employee and Industrial Relations processes	1.1 Source and share applicable legislation, agreements, policies and procedures with relevant stakeholders 1.2 Identify sources of specialist information 1.3 Support implementation of organisational agreements, policies and procedures according to relevant organisation, enterprise and statutory requirements 1.4 Communicate the organisation’s ER and IR procedures to relevant stakeholders according to relevant organisation, enterprise and statutory requirements
2. Support industrial relations	2.1 Identify relevant terms and conditions of employment, employee entitlements, awards, agreements, and individual work contracts 2.2 Provide support to relevant stakeholders in simple IR disputes 2.3 Provide support to relevant stakeholders in negotiation of employee awards, agreements, and workplace conditions 2.4 Record and maintain relevant documents
3. Support employee relations	3.1 Identify relevant grievance and conflict resolution processes 3.2 Provide support to relevant stakeholders in resolution of simple ER conflicts 3.3 Record and maintain relevant documents
4. Contribute to continuous improvement	4.1 Assist required stakeholders to identify issues in ER and IR processes 4.2 Contribute to development of continuous improvement activities 4.3 Record and maintain documentation relating to continuous improvement

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Comprehends and analyses complex texts from a variety of sources and records to determine relevance to requirements or review implementation of strategies
Writing	Prepares required documents using language and structure appropriate to purpose and audience
Oral Communication	Presents information and seeks advice using language and non-verbal features appropriate to audience and context Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Self-management	Follows policies, procedures and legislative requirements and identifies implications of new legislation or regulation for self and others Understands responsibilities and limits of own role Plans and organises tasks required to achieve required outcomes, seeking advice from others, as required
Teamwork	Selects and uses appropriate conventions and protocols when communicating with co-workers in a range of work contexts Collaborates and cooperates with others to achieve required outcomes Uses effective strategies to moderate conflict and negotiate solutions
Problem solving	Makes a range of critical and non-critical decisions in relatively complex situations

Unit Mapping Information

Supersedes and is equivalent to BSBWRK411 Support employee and industrial relations procedures.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM412 Support employee and industrial relations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare and support ER (employee relations) and IR (industrial relations) processes for an organisation or work area, on at least two occasions.

In the course of the above, the candidate must:

locate information required to identify relevant legislation, agreements, policies and procedures

use effective communication techniques to support the resolution of simple workplace grievances and conflicts

provide accurate written and oral advice about industrial matters

use strategies to monitor and gather feedback on the implementation of industrial relations policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key aspects of ER and IR and application in the workplace

relevant industrial relations policies and procedures

key features of grievance resolution policy and procedures

relevant legislation, codes of practice and national standards

relevant state/territory and federal industrial relations systems

key sources of expert advice relevant to performance evidence.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations, standards and codes

relevant workplace policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM413 Support the learning and development of teams and individuals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to determine individual and team development needs and to facilitate the development of the workgroup.

The unit applies to individuals with a broad knowledge of learning and development who apply their skills in addressing development needs to meet team objectives. They may have responsibility to provide guidance or to delegate aspects of tasks to others.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to needs development	1.1 Collect information on performance of team members from relevant sources 1.2 Identify individual and team learning and development needs in line with organisational requirements 1.3 Confirm learning plans meet individual and group training and development needs 1.4 Provide opportunities to individuals to selfevaluate performance and identify areas for improvement
2. Support implementation of learning and development	2.1 Develop collaborative learning plans to match skill needs of individuals and groups and match the competency standards relevant to the industry 2.2 Ensure learning delivery methods are relevant to the participants 2.3 Identify and coordinate workplace learning opportunities to facilitate individual and team achievement of competencies 2.4 Identify and manage resources and timelines relevant for learning activities according to organisational requirements
3. Monitor and evaluate workplace learning	3.1 Monitor learning plans to improve the efficiency and effectiveness of learning 3.2 Seek feedback from individuals or teams to identify and implement improvements in future learning arrangements 3.3 Assess and record outcomes and performance of individuals and teams to determine the effectiveness of development programs and the extent of additional development support 3.4 Document and maintain records and reports of competency according to organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Learning	Uses structured approaches to set goals, monitor progress and adjust learning approaches for self and others Builds on knowledge and experience to facilitate interaction and learning with others
Reading	Analyses textual information from a range of sources to identify organisational requirements Analyses information from a range of sources to evaluate performance
Writing	Develops materials to suit the requirements of different roles and individuals in the organisation Maintains records using correct technical and organisational vocabulary
Oral Communication	Uses vocabulary appropriate to context and to establish a supportive and learning environment Uses listening and questioning techniques to confirm or show understanding of different perspectives Selects and uses appropriate conventions and protocols when communicating with co-workers in a range of work contexts
Self-management	Recognises and responds to explicit and implicit organisational procedures and protocols Understands how own role meshes with others and contributes to broader goals
Teamwork	Recognises the importance of building rapport to establish effective working relationships Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction Negotiates with others to achieve agreeable outcomes playing an active role in facilitating consensus in potentially contentious situations
Problem solving	Uses logical planning processes to organise, implement and monitor learning and development needs Systematically gathers and analyses all relevant information and evaluates options to make informed decisions Evaluates outcomes of decisions to identify opportunities for improvement

Unit Mapping Information

Supersedes and is equivalent to BSBLED401 Develop teams and individuals.

Supersedes but is not equivalent to:

BSBFLM311 Support a workplace learning environment

BSBLED301 Undertake e-learning.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM413 Support the learning and development of teams and individuals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to, facilitate and monitor learning and development for at least one team and for at least one individual.

In the course of the above, the candidate must:

collect data on team and individual and team development needs

collaboratively develop learning plans to match skill needs of individuals and groups

coordinate learning opportunities

give and receive feedback during the implementation of learning plans

monitor and review workplace learning plan implementation plans.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

facilitation techniques to support team development and improvement

organisational policies, plans and procedures for developing teams

career paths and competency standards relevant to the industry

key sources of information relevant to inform development needs

key features of learning and development methods.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

learning and development plans, policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM414 Use human resources information systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Version created to rectify typographical error.

Application

This unit describes the skills and knowledge required to use human resource information systems.

The unit applies to individuals with a theoretical knowledge of human resource management and human resource information systems (HRIS) who use technical and managerial techniques to plan, carry out and evaluate their own work and the work of a team.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and collect required HRIS data inputs	1.1 Identify HRIS data requirements 1.2 Collect, and collate data of relevant stakeholders 1.3 Document and input collated data into HRIS
2. Use HRIS information and functions	2.1 Access HRIS database and retrieve relevant information 2.2 Use payroll function in HRIS 2.3 Use recruitment and retention functions in HRIS 2.4 Use other required functions in HRIS according to organisational policies and procedures
3. Monitor and evaluate own use of HRIS	3.1 Monitor own use of HRIS 3.2 Obtain feedback from relevant stakeholder about the system performance 3.3 Identify performance gaps and recommend improvements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets textual information obtained from a range of sources and determines how content may be applied to individuals and organisational requirements
Writing	Demonstrates clear writing skills by selecting appropriate conventions and stylistic devices to express precise meaning relevant to context and audience
Oral Communication	Draws on a repertoire of open questioning and active listening to obtain feedback and confirm requirements Uses appropriate terminology and non-verbal features to explain requirements
Numeracy	Completes basic calculations to determine time taken to complete work within predetermined timelines Prepares basic estimates, cost benefit and risk analyses according to pre-existing budgets
Self-management	Adheres to all relevant organisational policies and procedures, and considers own role in terms of its contribution to broader goals of work environment Accepts responsibility for planning and sequencing complex tasks and workload, negotiating key aspects with others Monitors progress of plans and schedules, and reviews and changes them to meet new demands and priorities
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction
Problem solving	Applies systematic and analytical decision-making processes for complex and non-routine situations Uses evaluation and analysis as a means to continuously improve work practices and processes

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBHRM502 Manage human resource management information systems.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM414 Use human resources information systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Version created to rectify typographical error.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use at least five different functions of a human resource information system (HRIS).

In the course of the above, the candidate must:

monitor use of HRIS and recommend improvements

collect data to input into HRIS.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common features and functions of an HRIS

key methods of monitoring use of human resource management functions

organisational policies, procedures, protocols and processes applicable to using HRIS.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace resources relevant to performance evidence

relevant policies and procedures

relevant legislation, regulations and codes of practice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM415 Coordinate recruitment and onboarding

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and implement strategies to source candidates and to assess their suitability for available positions.

The unit applies to individuals working in a human resources job role, as well as those for whom recruitment and onboarding are part of their broader duties.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan for recruitment	1.1 Establish recruitment requirements and authority to fill position 1.2 Consult with relevant stakeholders about job descriptions, selection criteria and workforce strategy 1.3 Contribute to development of job descriptions that accurately reflect the role requirements according to relevant policies, procedures and legislative requirements 1.4 Implement strategies to assist in sourcing candidates according to organisational policies and procedures
2. Screen and interview potential candidates	2.1 Conduct preliminary screening with candidates according to legislative requirements 2.2 Organise and conduct interviews and selection activities according to organisational policies and procedures 2.3 Carry out skills assessment relevant to the position 2.4 Obtain relevant additional information from candidates
3. Assess and select candidates	3.1 Consult with relevant stakeholders to conduct assessment and selection process according to organisational policy and legislative requirements 3.2 Assess candidates against specified selection criteria and referee reports 3.3 Prepare recommendations for relevant stakeholders and document according to organisational procedures
4. Manage candidate outcomes	4.1 Inform all candidates of selection decisions 4.2 Provide feedback to candidates according to organisational policies and procedures 4.3 Secure preferred candidate’s agreement 4.4 Coordinate necessary documentation according to organisational procedures, observing confidentiality and privacy requirements
5. Onboard successful candidate	5.1 Advise relevant stakeholders of new appointment, including start date 5.2 Make necessary administrative arrangements for pay and employee record keeping 5.3 Coordinate successful candidate’s onboarding according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets a range of textual information from a variety of sources and analyses and reviews for compliance and suitability
Writing	Prepares concise notes to help synthesise information sourced during research Produces reports and other business communication for a range of contexts and audiences using relevant language and structure
Oral Communication	Asks questions and listens carefully to gather, interpret or evaluate information Participates in verbal exchanges using clear language and appropriate tone to provide relevant information and feedback
Self-management	Applies workplace protocols, legislation or regulations relevant to own responsibilities Selects and uses appropriate conventions and protocols when communicating with candidates or clients Takes responsibility for planning and implementing tasks for efficient and effective outcomes
Teamwork	Participates in conversations relevant to role responding, explaining, negotiating and persuading, as required
Problem solving	Uses systematic, analytical processes to evaluate information and make decisions

Unit Mapping Information

Supersedes and is equivalent to BSBHRM405 Support the recruitment, selection and induction of staff.

Supersedes but is not equivalent to:

BSBEMS401 Develop and implement business development strategies to expand client base

BSBEMS402 Develop and implement strategies to source and assess candidates

BSBEMS403 Develop and provide employment management services to candidates

BSBEMS404 Manage the recruitment process for client organisations

BSBSMB417 Recruit staff.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM415 Coordinate recruitment and onboarding

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

coordinate the recruitment and onboarding of two candidates.

In the course of the above, the candidate must:

demonstrate the process for screening and interviewing a candidate

communicate effectively with clients and successful and unsuccessful candidates

review job descriptions and use them to support sourcing, selecting and appointing suitable staff

consult with relevant stakeholders to gain approvals

develop selection criteria and interview questions in consultation with relevant stakeholders

obtain referees’ reports

provide a written report or demonstration of an assessment of a candidate’s skills and selection recommendation

secure preferred candidate’s agreement and provide an employment contract.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, regulations, standards and codes of practice that affect employment agencies and organisation’s recruiting processes

common interview techniques and recruitment sourcing methods

common methods of attracting candidates

methods to assess and report on candidates according to organisational procedures

strategies to provide feedback to candidates according to organisational procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace policies and procedures relevant to performance evidence

position descriptions

legislation, regulations, Codes and Standards relevant to staff recruitment, selection and onboarding.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM416 Process payroll

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to process payroll from provided data using manual and computerised payroll systems.

The unit applies to individuals employed in a range of work environments who are responsible for payroll functions within an organisation. They may work as individuals providing administrative support within an enterprise or may be other members of staff who have been delegated payroll responsibilities.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Record payroll data	1.1 Check payroll data and clarify discrepancies with relevant stakeholder 1.2 Enter employee pay period details in payroll system according to organisational requirements 1.3 Calculate individual employee’s payment according to employee source data
2. Prepare payroll	2.1 Prepare payroll according to organisational policy and procedures and designated timelines 2.2 Reconcile total wages for pay period, check and correct irregularities or refer to relevant stakeholder for resolution 2.3 Make arrangements for payment according to organisational and individual requirements 2.4 Obtain authorisation of payroll and individual pay advice according to organisational requirements 2.5 Produce, check and store payroll records according to organisational policy and security procedures 2.6 Follow security procedures for processing payroll and for maintaining payroll records
3. Handle payroll enquiries	3.1 Respond to payroll enquiries according to organisational and legislative requirements 3.2 Provide payroll information according to organisational and legislative requirements 3.3 Ensure all enquiries outside area of responsibility and knowledge are referred to designated persons for resolution 3.4 Complete additional information or followup action within designated timelines according to organisational policy and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets a range of textual information to determine activities required
Writing	Accurately records textual information and maintains personal and banking details using format, language and structure in context
Oral Communication	Explains payment clearly using terminology and tone appropriate to audience Uses questioning and listening skills in verbal exchanges to clarify information
Numeracy	Uses a limited range of mathematical calculations to calculate and reconcile amounts and arrange and compare numerical information
Self-management	Takes responsibility for own workload and monitors adherence to specified goals and timelines
Teamwork	Selects the appropriate mode of communication for a specific purpose Collaborates with others to achieve predetermined goals
Problem solving	Recognises and takes responsibility for resolving problems relevant to own role Takes responsibility for routine low-impact decisions within familiar situations
Technology	Uses digital technologies to access, record, store, organise and compile data, as required

Unit Mapping Information

Supersedes and is equivalent to BSBFIA302 Process payroll.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM416 Process payroll

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

process payroll for an organisation or work area on at least three occasions.

In the course of the above, the candidate must:

respond to routine payroll enquiries

refer enquiries outside area of responsibility to an appropriate authority.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, standards and codes of practice that may affect payroll operations

relevant organisational policies and procedures

key features of different types of payroll systems

processes associated with Single Touch Payroll (STP).

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources relevant to performance evidence

payroll data (samples or actual).

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM417 Support human resources functions and processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to support work across a range of human resource functional areas.

The unit applies to individuals who require a broad understanding of human resource functions, associated policy frameworks and the administrative requirements to support these functions and policies.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify human resources functions	1.1 Identify business strategy and human resource strategy 1.2 Identify different human resource networks for human resource professionals 1.3 Identify information sources to obtain human resource data and information
2. Review policy and procedures frameworks	2.1 Identify policies and procedures relevant to the organisation 2.2 Analyse strengths and weaknesses of organisation’s policies and procedures 2.3 Identify sustainability issues that relate to human resource functions
3. Apply ethical framework	3.1 Review ethical requirements associated with the human resource function 3.2 Apply ethical obligations to own role and decisions 3.3 Document behaviours associated with working ethically in the area
4. Analyse human resource metrics	4.1 Select relevant technology to gather workforce data and information to review human resource functions 4.2 Identify and use different sources of workforce data 4.3 Collate and analyse data and establish key trends and critical information
5. Report outcomes of review and analysis	5.1 Identify options for change relevant to organisation’s culture 5.2 Identify and evaluate possible change barriers 5.3 Collate, analyse and document key findings relating to policy and procedure frameworks 5.4 Write report on outcomes of review and analysis 5.5 Develop recommendations for change

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Critically evaluates and applies content from a range of structurally complex texts
Writing	Develops a range of documentation using tone, structure and language suited to context and audience
Self-management	Takes responsibility for following explicit and implicit policies, procedures and legislative requirements Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes Makes routine decisions and implements standard procedures for routine tasks, using formal decision-making processes for more complex and non-routine situations
Problem solving	Contributes to continuous improvement of current work practices by applying basic principles of analytical and lateral thinking
Teamwork	Selects and uses appropriate conventions and protocols when communicating with relevant stakeholder Forms connections with others who can contribute to effective work outcomes
Technology	Uses the main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBHRM404 Review human resource functions.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM417 Support human resources functions and processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions, support key human resource functions and/or processes for an organisation or work area.

In the course of the above, the candidate must:

use appropriate technology to collect and analyse workforce data.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of legal and compliance requirements that apply to the organisation

relevant organisational policies and procedures

relevant ethical parameters

key features of information technology used to analyse human resource metrics

roles and responsibilities of human resource practitioners

types of human resources networks including local, state or territory, national and international.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business and human resource strategies

human resource policies and procedures, including ethical framework

relevant legislation, regulations and codes of practice

workforce data.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM521 Facilitate performance development processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and facilitate implementation of performance development processes and to coordinate individual or group learning and development to encourage effective employee performance.

This unit applies to individuals who are authorised to establish effective performance development processes for an organisation and who may have staff reporting to them.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan facilitation of performance development process	1.1 Identify relevant policies and objectives to be addressed in process 1.2 Develop objectives for performance development processes 1.3 Consult with relevant stakeholders about the processes and agree on process features
2. Coordinate performance development process	2.1 Train relevant groups and individuals in ways to monitor performance 2.2 Work with line managers to ensure performance is monitored regularly and intervention occurs where relevant according to organisational policies and legal requirements 2.3 Support line managers to coach and discipline employees who perform below standard 2.4 Communicate dispute resolution processes where relevant, mediating between line managers and employees 2.5 Provide support to terminate employees who fail to respond to interventions according to legislative requirements and organisational policies and procedures 2.6 Ensure recorded outcomes of performance development sessions are stored securely and accessible to relevant stakeholders, according to organisational policy 2.7 Evaluate and suggest improvements to all aspects of performance development processes according to organisational objectives, policies and procedures
3. Coordinate individual or group learning and development	3.1 Design and develop learning and development plans and strategies to encourage effective employee performance 3.2 Deliver learning and development plans relevant to agreed timeframes, ensuring achievement of specified outcomes 3.3 Contract relevant providers for performance development, as identified by plans and according to organisational policy 3.4 Monitor learning and development activities to ensure compliance with quality assurance standards 3.5 Negotiate remedial action with providers, where relevant 3.6 Generate reports to advise relevant managers on progress and success rates of activities

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets and critically analyses organisational strategic and operational plans to identify relevant policies and objectives to be addressed
Writing	Uses broad vocabulary, grammatical structure and conventions appropriate to text when developing objectives, designing methods and processes and reporting
Oral communication	Conveys information using language, format and style appropriate to a specific audience Uses listening and questioning to extract main ideas from oral texts or to confirm and clarify understanding
Numeracy	Selects from, and applies, mathematical and problem solving strategies when reporting on success rates of activities
Self-management	Understands and interprets organisational policies and procedures in order to formulate processes relevant to own role requirements Monitors adherence to legal and regulatory rights and responsibilities for self and possibly others Accepts responsibility for planning, scheduling and sequencing complex tasks to meet organisational and legislative requirements
Teamwork	Selects and implements appropriate communication protocols to liaise with stakeholder in a range of work contexts Supports line managers to achieve goals, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion Negotiates with others to achieve agreeable outcomes playing an active role in facilitating consensus in contentious situations
Problem solving	Uses systematic, analytical processes in complex, non-routine situations, setting goals, gathering relevant information, and identifying and evaluating options against agreed criteria
Technology	Uses digital systems and tools to store, access and organise digital information

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBHRM512 Develop and manage performance management processes.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM521 Facilitate performance development processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan and facilitate performance development process for an organisation or work area which supports business goals.

In the course of the above, the candidate must:

consult with stakeholders

coordinate and implement individual and group learning and development

train line managers and other relevant people to manage performance

provide support to line managers to manage performance issues

develop approaches to improve performance and address identified performance gaps.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common characteristics of a learning organisation

organisational policies and legislation relevant to performance management

key aspects of grievance procedures

models for giving feedback and options for skill development

methods for designing performance development processes

organisational human resources and business objectives

common methods of monitoring performance.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational strategic and operational plans

workplace policies and procedures relevant to performance evidence

relevant legislation, regulations and codes of practice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM522 Manage employee and industrial relations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage employee relations (ER) and industrial relations (IR) matters in an organisation. It involves developing and implementing ER and IR policies and plans and managing conflict resolution negotiations.

The unit applies to those who are authorised to oversee IR and manage conflict and grievances in an organisation. They will have a sound theoretical knowledge base in human resources management and IR as well as current knowledge of ER and IR trends and legislation.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop ER and IR policies and plans	1.1 Determine long term ER strategy according to organisational objectives 1.2 Analyse existing ER performance in relation to workforce objectives 1.3 Evaluate options in terms of cost-benefit, risk-analysis and relevant industrial instruments 1.4 Consult relevant internal stakeholders and develop IR policies and plans 1.5 Identify the skills and knowledge relevant for management and the workforce to effectively implement these strategies and policies
2. Implement ER and IR policies and plans	2.1 Develop implementation plan and contingency plan for ER and IR policies and strategies 2.2 Organise training and development for identified requirements to support ER and IR plan 2.3 Agree on changes required by the organisational policies and implementation plan 2.4 Document procedures for addressing grievances and conflict according to organisational policies and procedures 2.5 Identify and communicate key procedures for addressing grievances and conflict to stakeholders 2.6 Review ER and IR policies and plans and establish whether they are meeting their intended outcomes
3. Manage negotiations to resolve conflict	3.1 Develop and deliver training to individuals in conflict-management techniques and procedures 3.2 Identify, and where relevant alleviate or eliminate, sources of conflict or grievance according to legal requirements 3.3 Evaluate documentation and other information sources and clarify issues in dispute and ensure completeness, balance and relevance 3.4 Obtain expert or specialist advice and/or refer to precedents, if required 3.5 Determine and apply negotiation strategy 3.6 Advocate the organisation’s position to reach a resolution that aligns with organisational objectives

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets, critically analyses and applies appropriate strategies to construct meaning from complex texts
Writing	Displays knowledge of required structure and layout, employing broad vocabulary, grammatical structure and conventions appropriate to purpose and audience
Oral communication	Conveys information using language and non-verbal features appropriate to the audience Employs listening and questioning techniques to clarify and confirm understanding
Numeracy	Extracts and evaluates the mathematical information embedded in a range of tasks and texts
Initiative and enterprise	Modifies or develops organisational policies to achieve organisational goals and comply with legislative requirements Keeps up to date on changes to legislation or regulations relevant to own rights and responsibilities and considers implications of these
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion Actively builds networks that include key people with expert skills and knowledge Uses a range of strategies to facilitate an acceptable outcome for all parties where conflicts occur
Problem solving	Sequences and schedules complex activities, monitors implementation and manages relevant communication Uses analytical techniques to identify issues and generate possible solutions, seeking input from others, as required, before making decisions or implementing solutions Draws on the diverse perspectives of others to gain insights into current practices and opportunities for change

Unit Mapping Information

Supersedes and is equivalent to BSBWRK520 Manage employee relations.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM522 Manage employee and industrial relations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement ER and IR policies and plans in at least one work area.

In the course of the above, the candidate must:

analyse organisational documentation and determine long-term ER objectives and current ER performance

collaborate with others to develop and review IR policies and plans

develop implementation and contingency plans for IR policies

identify the skills and knowledge needed to implement the plan and organise training and development for self and staff

document and communicate strategies and procedures for eliminating and dealing with grievances and disputes

train others in conflict-resolution techniques

manage IR conflicts, including advocating the organisation’s position during negotiations and documenting, implementing and following up agreements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

relevant IR legislation or regulations

key features of enterprise and workplace bargaining processes

key features of relevant entities in the current Australian IR system, including courts and tribunals, trade unions and employer bodies

key sources of expert ER and IR advice

relevant organisational policies and procedures

key features of organisational objectives

key aspects of cost-benefit, risk-analysis and current legislative requirements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

awards and enterprise bargaining agreements

relevant legislation, regulations, standards and codes

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM523 Coordinate the learning and development of teams and individuals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate the learning and development of teams and individuals. Particular emphasis is on the coordination of strategies to facilitate and promote learning and to monitor and improve learning performance.

The unit applies to individuals who have a role in coordinating the development of a learning environment in which work and learning come together. At this level work will normally be carried out within complex and diverse methods and procedures, which require the exercise of considerable discretion and judgement, using a range of problem solving and decision-making strategies.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Coordinate creation of learning opportunities	1.1 Identify potential formal and informal learning opportunities 1.2 Identify learning requirements of teams and individuals according to requirements of organisation and available learning opportunities 1.3 Coordinate implementation of learning plans and ensure that learning plans reflect diversity of needs 1.4 Review relevant organisational procedures and ensure they support individual and team access to learning opportunities, where required 1.5 Consult with training and development specialists and use their advice to contribute to learning opportunities
2. Coordinate learning	2.1 Coordinate strategies to ensure workplace learning opportunities are used by teams and individuals 2.2 Coordinate implementation of policies and procedures to encourage team members to assess their own competencies and identify their own learning and development needs 2.3 Communicate benefits of learning with others in the team and organisation 2.4 Recognise workplace achievement by relevant recognition, feedback and rewards
3. Monitor and improve learning effectiveness	3.1 Monitor team and individual learning performance to determine type and extent of any additional workbased support required 3.2 Use feedback from individuals and teams to identify and recommend improvements in future learning arrangements 3.3 Suggest adjustments, negotiated with training and development specialists, for improvements to learning 3.4 Record and report learning and development of teams and individuals

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets textual information obtained from a range of sources and determines how content may be applied to individuals and to organisational requirements
Writing	Uses information from a range of sources to develop and document plans, strategies and feedback according to organisational requirements Maintains records using correct technical and organisational vocabulary
Oral Communication	Present information and opinions using language and features appropriate to the audience and context Uses questioning and listening techniques to identify learning needs and obtain feedback
Initiative and enterprise	Recognises and responds to both explicit and implicit organisational procedures and protocols and legislative and regulatory requirements Understands how own role meshes with others and contributes to broader goals
Teamwork	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion Recognises the importance of building rapport to establish effective working relationships Applies a range of communication strategies to encourage others to share their knowledge and skills and reflect on the effectiveness of the interaction
Problem solving	Uses logical processes to plan, implement and monitor learning in the workplace Systematically gathers and analyses relevant information and evaluates options to make informed decisions
Technology	Uses digital tools to organise, store, integrate and share relevant information

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBLED501 Develop a workplace learning environment.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM523 Coordinate the learning and development of teams and individuals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

coordinate learning and development for at least one team and for at least one individual.

In the course of the above, the candidate must:

liaise with training and development specialists

recognise workplace achievement by giving feedback, recognition and rewards

monitor and recommend improvements for workplace learning

record and report workplace learning outcomes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

how management of relationships can achieve a learning environment

principles and techniques involved in the management and organisation of:

adult learning

coaching and mentoring

consultation and communication

improvement strategies

leadership

learning environment and learning culture

monitoring and reviewing workplace learning

problem identification and resolution

record keeping and management methods

structured learning

workbased learning.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant organisational policies and procedures

workplace equipment and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM524 Coordinate workforce plan implementation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate the implementation of a workforce plan, including researching requirements, coordination of planning and implementing initiatives and monitoring trends.

The unit applies to individuals who are human resource practitioners or staff members with a role in a policy or planning unit that focuses on workforce planning.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Research workforce requirements	1.1 Review current data on staff turnover and demographics 1.2 Assess factors impacting workforce supply 1.3 Establish organisation’s requirements for a skilled and diverse workforce
2. Coordinate workforce objectives and strategies	2.1 Consult relevant stakeholders on organisational strategy and establish aligned objectives for modification or retention of the workforce 2.2 Confirm objectives for workforce diversity and cross-cultural management with relevant stakeholders 2.3 Assist determination of strategies to address high staff turnover 2.4 Assist determination of objectives to retain relevant skilled labour 2.5 Assist determination of strategies to source skilled labour 2.6 Communicate plan objectives to relevant stakeholders 2.7 Obtain agreement and endorsement for objectives and establish targets
3. Coordinate implementation of initiatives	3.1 Support implementation of agreed objectives for recruitment, training, redeployment and redundancy 3.2 Identify strategies to assist workforce to deal with organisational change and coordinate implementation 3.3 Identify strategies to assist in meeting the organisation’s workforce diversity goals and coordinate implementation 3.4 Coordinate implementation of succession planning system and ensure workers are developed and retained
4. Monitor and evaluate workforce trends	4.1 Review workforce plan against patterns in existing employee and workforce changes 4.2 Monitor labour supply trends for areas of over and under supply in the external environment 4.3 Monitor effects of labour trends on the demand for labour within own organisation 4.4 Coordinate survey of organisational climate and collect worker satisfaction results 4.5 Consult with relevant stakeholders and refine objectives and strategies in response to internal and external changes 4.6 Monitor government policy on labour demand and supply 4.7 Evaluate effectiveness of change processes against agreed objectives

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets and critically analyses organisational strategy and data on staff turnover and demographics
Writing	Uses broad vocabulary, grammatical structure and conventions appropriate to audience and context to develop strategies, plans or reports
Oral communication	Conveys information using language, format and style appropriate to a specific audience
Numeracy	Extracts and applies mathematical information and problem-solving strategies when monitoring labour trends and surveying organisational climate
Initiative and enterprise	Understands and interprets organisational goals to develop processes, objectives or strategies relevant to own role requirements Selects and implements appropriate communication protocols to liaise with stakeholders in a range of work contexts
Self-management	Sequences and schedules complex activities, monitors implementation and manages relevant communication when researching requirements and developing workforce objectives and strategies Uses a range of digital tools to collect data, and to extract, organise and share information
Problem solving	Anticipates potential problems and uses analytical or lateral thinking processes to formulate contingency plans Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of constraints into account when assessing factors affecting workforce supply

Unit Mapping Information

Supersedes and is equivalent to BSBHRM513 Manage workforce planning.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM524 Coordinate workforce plan implementation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

coordinate the implementation of a workforce plan in at least one work area.

In the course of the above, the candidate must:

review relevant trends and supply and demand factors that will impact on organisation’s workforce

review and interpret information from a range of internal and external sources, in order to identify:

current staff turnover and demographics

labour supply trends factors that may affect workforce supply

organisation’s workforce requirements objectives and strategies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of external labour supply relevant to the specific industry or skill requirements of the organisation

key features of industrial relations relevant to the specific industry

labour force analysis and forecasting techniques

common programs that ensure workplace is an employer of choice

key aspects of:

staff turnover and demographics factors

sources of skilled labour

contingency plans

strategies for recruitment, training, redeployment and redundancy

strategies to assist in meeting the organisation’s workforce diversity goals

format and content of workforce plan according to organisational procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

organisational strategic and operational plans

relevant organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM525 Manage recruitment and onboarding

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage all aspects of recruitment and onboarding processes according to organisational policies and procedures.

The unit applies to individuals who take responsibility for managing aspects of recruiting, selecting new staff and orientating those staff in their new positions. The individual may be directly involved in the recruitment processes themselves or coordinating the process.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop recruitment and onboarding policies and procedures	1.1 Identify existing recruitment and onboarding policies and procedures 1.2 Assess options for technology to improve efficiency and effectiveness of recruitment process 1.3 Update existing policies and procedures according to organisational requirements 1.4 Obtain support for policies and procedures from relevant stakeholders 1.5 Create forms and documents supporting policies and procedures and make adjustments, where required 1.6 Communicate policies and procedures to relevant staff and provide training, where required
2. Manage recruitment process	2.1 Determine future human resource requirements in collaboration with relevant stakeholders 2.2 Ensure current position descriptors for vacancies are used by relevant stakeholders involved in recruitment and onboarding processes 2.3 Ensure advertising of vacant positions complies with legislation and organisational policies and procedures 2.4 Consult and use specialists, where required 2.5 Ensure selection procedures are according to legislation and organisational policies and procedures 2.6 Ensure processes for advising applicants of selection outcome are followed 2.7 Ensure job offers and contracts of employment are prepared and provided promptly, and new appointments are provided with relevant advice
3. Manage staff onboarding	3.1 Provide access to training and support to relevant stakeholders 3.2 Ensure onboarding processes are followed across the organisation 3.3 Oversee management of probationary employees and provide feedback until employment is confirmed or terminated 3.4 Collect feedback from participants and relevant stakeholders on onboarding process according to its objectives 3.5 Update onboarding policies and procedures according to feedback

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Critically evaluates and applies content from a range of complex texts to determine legislative and business requirements
Writing	Demonstrates clear writing skills by selecting appropriate conventions and by expressing precise meaning relevant to context and audience
Oral Communication	Draws on a repertoire of open questioning and active listening when seeking feedback from others Uses appropriate terminology and non-verbal features to present information and clarify understanding
Numeracy	Analyses numerical information to determine employees’ remuneration packages Makes basic calculations to ensure work output is delivered in a timely manner
Initiative and enterprise	Develops or updates organisational policies to meet organisational objectives Considers own role in terms of its contribution to broader goals of work environment Analyses outcomes of decisions to identify improvement opportunities Seeks expert advice and skills training, where required
Teamwork	Considers whether and how often others should be involved, using consultative or collaborative processes as an integral part of the decision-making process
Planning and organising	Plans and implements tasks required to deliver timely outcomes, negotiating some key aspects with others Monitors implementation of plans and adjusts as necessary

Unit Mapping Information

Supersedes and is equivalent to BSBHRM506 Manage recruitment selection and induction processes.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM525 Manage recruitment and onboarding

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage the recruitment and onboarding process for two different individuals.

In the course of the above, the candidate must:

update organisational policies and procedures for recruitment and onboarding

identify the need for recruitment

prepare and oversee appropriate documentation required for recruitment

select and advise job applicants appropriately

manage the onboarding process

comply with relevant legislation and organisational requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of recruitment, selection and onboarding policies and procedures

common recruitment and selection methods

relevant legislation, regulations, standards and codes of practice that may affect recruitment and onboarding

key features of psychometric and skills testing programs for recruitment

key components of contracts of employment.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

relevant organisational policies and procedures

relevant legislation, regulations and codes of practice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM526 Manage payroll

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish and monitor security procedures for managing organisational payroll services and to calculate and process salary payments, group taxation and related payments.

The unit applies to individuals, employed in a range of work environments, who are required to establish and work with payroll systems and may have responsibility for managing payroll systems and calculations.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish procedures for payroll management	1.1 Ensure the confidentiality and security of payroll information 1.2 Ensure procedures guarantee substantiation of claims for allowances 1.3 Safeguard organisation’s financial resources according to legislative and organisational requirements 1.4 Establish systems to ensure statutory obligations are met and records are kept for the period determined by government legislation
2. Prepare payroll data	2.1 Calculate gross pay and annual salaries 2.2 Calculate statutory and voluntary deductions using government and employee documentation 2.3 Provide payroll data to payroll processor for calculation within designated timelines
3. Authorise payment of salaries	3.1 Check payroll, and authorise salaries and wages for payment according to organisational policy and procedures 3.2 Reconcile salaries, wages and deductions according to organisational policy and procedures 3.3 Handle salary, wage and related enquiries according to organisational policy and procedures
4. Administer salary records	4.1 Process declaration forms for new and existing employees according to Australian Taxation Office requirements 4.2 Forward periodic deductions to nominated creditors within designated timelines 4.3 Prepare and dispatch payments to government authorities accurately and according to relevant government legislation 4.4 Calculate and transcribe group tax amounts and make payments according to taxation procedures 4.5 Prepare and reconcile employee group certificate amounts from salary records

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Identifies and interprets information from organisational policies, legislative and industry-related material
Writing	Records data accurately using relevant format, style and language suited to context and audience Prepares specific information which clearly conveys an understanding of outcomes and uses appropriate terminology to present to relevant stakeholder
Oral Communication	Articulates information concisely using appropriate terminology, tone and style Uses questioning and listening techniques to exchange and clarify information
Numeracy	Uses a wide range of mathematical calculations to analyse and compare numerical information Makes calculations to ensure work is completed according to predetermined deadlines
Initiative and enterprise	Recognises and applies the protocols governing what to communicate with who, and how, in a range of work contexts
Self-management	Uses logical processes in planning, implementing and evaluating routine and non-routine tasks in achieving goals and timelines Understands the importance of secure information and privacy in relation to own work and takes responsibility for identifying and managing risk factors
Problem solving	Uses analytical skills to identify discrepancies and attempts to resolve the issues within the context of own responsibilities Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of factors into account

Unit Mapping Information

Supersedes and is equivalent to BSBFIM502 Manage payroll.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM526 Manage payroll

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least one occasion establish procedures for payroll management

on at least two occasions prepare payroll, authorise payment and administer salary records.

In the course of the above, the candidate must:

document steps undertaken to establish payroll system

use data and calculations to reconcile salaries, wages and deductions according to all legislative and organisational requirements

create accurate payroll management records.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, standards, regulations and codes of practice that may affect aspects of payroll operations

key features of policies and procedures relevant to payroll processes

key methods of calculating gross pay and annual salary using nominal awards, contracts and government legislation

processes associated with Single Touch Payroll (STP).

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources relevant to performance evidence

relevant organisational policies and procedures

organisational financial data

payroll system.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM527 Coordinate human resource functions and processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate human resource functions and processes, integrating business ethics.

The unit applies to individuals with responsibility for coordinating a range of human resource functions and processes across an organisation. They may have staff reporting to them.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine strategies for delivery of human resource functions and processes	1.1 Analyse business strategy and operational plans and determine human resource requirements 1.2 Review external business environment and likely impact on organisation’s human resource requirements 1.3 Consult relevant stakeholders to identify relevant human resource requirements 1.4 Review organisation’s requirements for diversity in the workforce 1.5 Develop options for delivery of human resource functions and processes that comply with legislative requirements, organisational policies and business goals 1.6 Develop and agree on strategies and action plans for delivery of human resource functions and processes 1.7 Agree and document roles and responsibilities of human resource team, line managers, and external contractors 1.8 Coordinate systems for gathering and storing information needed to provide human resource functions and processes
2. Coordinate the delivery of human resource functions and processes	2.1 Communicate information about human resource strategies, functions and processes to internal and external stakeholders 2.2 Negotiate service agreements with the human resource team, service providers and client groups 2.3 Document and communicate human resources requirements, performance standards and timeframes 2.4 Identify and coordinate relevant support, where required 2.5 Agree and coordinate monitoring of relevant quality assurance processes for human resource functions 2.6 Ensure that functions and processes are delivered by appropriate providers, according to organisation policies and procedures 2.7 Identify and rectify underperformance of human resource team or service providers
3. Evaluate human resource functions and processes	3.1 Coordinate survey of clients to determine level of satisfaction 3.2 Collect client feedback and use in review processes 3.3 Recommend changes to human resource functions and processes 3.4 Obtain approvals to variations in service delivery from relevant managers 3.5 Support agreed change processes across the organisation
4. Coordinate integration of business ethics in human resource practices	4.1 Ensure code of conduct is observed across the organisation, and its expectations are incorporated in human resource policies and practices 4.2 Identify confidentiality requirements in dealing with all human resource information 4.3 Handle unethical behaviour according to organisational policies and procedures 4.4 Ensure all persons responsible for human resource functions understand requirements regarding their ethical behaviour

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Critically evaluates and applies content from a range of structurally complex texts
Writing	Develops a range of documentation using tone, structure and language suited to context and audience
Oral Communication	Asks questions to gather information and listens carefully to evaluate information Uses appropriate vocabulary and tone in negotiations
Numeracy	Makes basic calculations to ensure work output meets predetermined timeframes Selects from an expanding range of mathematical strategies when analysing investment policies
Self-management	Appreciates the implications of ethical, legal and regulatory responsibilities related to own work Considers own role in terms of its contribution to broader goals of the work environment

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBHRM501 Manage human resource services

BSBHRM510 Manage mediation processes

BSBHRM511 Manage expatriate staff.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM527 Coordinate human resource functions and processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

coordinate human resource functions and processes for an organisation or work area within legislative, organisational and business ethical frameworks.

In the course of the above, the candidate must:

communicate effectively with a range of relevant stakeholders at various levels of seniority

identify and arrange training support where appropriate

calculate human resource return on investment within the organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legal and compliance requirements that apply to managing human resources

relevant legislative requirements and organisational policies and procedures

relevant business ethical frameworks

key features of human resource strategies and planning processes and their relationship to business and operational plans

key methods of performance and contract management

how feedback can be used to modify the delivery of human resources.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business strategy and operation plans

legislation, regulations and codes of practice relevant to human resources processes.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM528 Coordinate remuneration and employee benefits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate an organisation’s remuneration and benefits plans. It incorporates all functions associated with remuneration, including packaging, salary benchmarking, market rate reviews, bonuses and the legislative aspects of remuneration and employee benefits.

The unit applies to individuals who are human resource practitioners responsible for overseeing an organisation’s remuneration process.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Update organisation’s remuneration strategy	1.1 Identify the scope of remuneration and benefits plans in consultation with relevant stakeholders 1.2 Research current practice, recent developments and legislative parameters for remuneration strategy 1.3 Develop and refer remuneration and employee benefits options for consideration by relevant stakeholders 1.4 Assist in presenting options and describing link to organisational strategic objectives 1.5 Record agreed remuneration policies and incentive plans
2. Coordinate remuneration and employee benefits strategy	2.1 Determine occupational groups that are industrial agreement based 2.2 Ensure organisation is competitive in its particular occupational group 2.3 Align remuneration and benefits plans with performance management system 2.4 Ensure remuneration and employee benefits are according to legal requirements and organisational policies and procedures 2.5 Ensure incentive arrangements, if relevant, comply with the organisation’s remuneration strategy
3. Review and update remuneration strategy	3.1 Consult managers and employees about the effectiveness of the remuneration strategy 3.2 Amend strategy and plans as necessary to meet organisational policies and legal requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Evaluates and integrates facts and ideas to construct meaning from a range of text types
Writing	Develops complex material for specific audiences using clear language and appropriate structure to convey explicit information, requirements and recommendations
Oral Communication	Draws on a repertoire of open questioning and active listening skills when consulting others Uses appropriate terminology and non-verbal features to present information or clarify understanding
Numeracy	Analyses numerical information to determine employee remuneration and benefits according to a clear set of parameters
Initiative and enterprise	Adheres to relevant organisational policies, procedures and legislative requirements
Teamwork	Uses effective presentation and collaboration skills to show options, negotiate agreement and gain feedback on policies
Self-management	Accepts responsibility for planning and sequencing complex tasks and workload, negotiating key aspects with others, taking into account capabilities, efficiencies and effectiveness Applies systematic and analytical processes to determine appropriate models of remuneration and benefits for particular occupational groups and individuals

Unit Mapping Information

Supersedes and is equivalent to BSBHRM505 Manage remuneration and employee benefits.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM528 Coordinate remuneration and employee benefits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop a remuneration strategy for at least two different occupational groups.

In the course of the above, the candidate must:

manage remuneration and benefits according to all legislative and ethical requirements and operational policies

apply awards and agreements to remuneration processes

apply requirements of the Australian Taxation Office in relation to income tax, superannuation reporting, fringe benefits tax (FBT) and bonus payments.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

remuneration principles or models and approaches

ethical practices relating to remuneration and benefits strategies

common remuneration or employee benefits

ways to position an organisation to be an ‘employer of choice’

relevant industrial agreements

organisational policies and procedures affecting remuneration strategies

relevant legislation, regulations and standards that may affect remuneration strategies

relevant business ethical requirements

requirements of the Australian Taxation Office in relation to:

income tax

superannuation reporting

FBT and bonus payments.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

relevant organisational policies and procedures

relevant legislation, regulations and codes of practice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM529 Coordinate separation and termination processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate redeployment, resignation, retirement, dismissal and redundancy, including the conduct of exit interviews.

The unit applies to individuals who take responsibility for overseeing aspects of managing the voluntary and involuntary termination of employment.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist development of policies and procedures	1.1 Research features of best practice systems of separation and termination and the legal requirements 1.2 Consult relevant stakeholders prior to introduction of new policies, procedures and supporting documentation 1.3 Assist in determining policies, procedures and supporting documentation for all forms of separation and termination 1.4 Ensure procedures for dismissal or termination are according to legislative requirements and organisational policies and procedures 1.5 Obtain support for separation and termination policies and procedures from relevant stakeholders 1.6 Communicate policies and procedures, and provide supporting documents to relevant stakeholders 1.7 Seek and use feedback to refine policies, procedures and supporting documents for separation and termination
2. Coordinate separation and termination	2.1 Facilitate the development of a redundancy or redeployment plan 2.2 Coordinate management of redundancies and redeployment and provide relevant information about processes 2.3 Provide outplacement or other assistance according to organisational policies and legal requirements 2.4 Ensure dismissals for incapacity to perform or misconduct comply with legislative requirements and organisational policies and procedures 2.5 Ensure human resource staff, managers and supervisors have necessary skills and knowledge to take disciplinary action 2.6 Review workforce data for predicted numbers of people retiring and make necessary plans 2.7 Review and evaluate separation and termination procedures and suggest improvements
3. Coordinate exit interview process	3.1 Provide separating employees opportunity to participate in exit interviews 3.2 Create clear process for exit interviews and that staff are skilled to conduct them 3.3 Record and depersonalise data from exit interviews 3.4 Establish trends and patterns and suggest improvements across the organisation according to data from exit interviews

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Learning	Ensures staff have necessary skills and training to oversee employee terminations
Reading	Critically evaluates and applies content from a range of texts to determine legislative and business requirements
Writing	Uses a range of writing skills and techniques to create or edit organisational documentation in required format for a range of audiences Creates records in required format and structure
Oral Communication	Uses appropriate terminology and non-verbal features when consulting others and presenting information Uses open questioning and active listening skills when seeking feedback from others
Numeracy	Undertakes basic mathematical calculations to review and manipulate workforce data
Initiative and enterprise	Identifies and adheres to legislative and organisational requirements relevant to role Develops or updates policies and procedures to achieve organisational goals Monitors adherence to organisational policies and procedures
Teamwork	Collaborates with others to achieve outcomes, playing an active role in facilitating understanding of procedures
Problem solving	Plans and implements tasks to achieve outcomes according to legislative and organisational requirements Uses systematic processes to gather and analyse the data needed to make decisions that affect the organisation Uses consultation and analytical thinking to decide on improvements to work practices and processes

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBHRM507 Manage separation or termination.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM529 Coordinate separation and termination processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assist development of at least three different policies and procedures to manage all aspects of employment separation and termination according to legislative and organisational requirements

on at least one occasion, coordinate the separation or termination of an employee.

In the course of the above, the candidate must:

communicate effectively with employees to ensure they are aware of their rights and responsibilities

ensure staff have an appropriate skill-sets to conduct terminations

use data from exit interviews to suggest organisational improvements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key aspects of disciplinary procedures

key features of employment contracts including terms and conditions

relevant procedures and grounds for dismissal, suspension, voluntary termination, retirement and redundancy

relevant industrial relations and employee dismissal legislation

methods of obtaining feedback and suggesting improvements to organisational operations.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

relevant organisational policies and procedures

relevant legislation, regulations and codes of practice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM530 Coordinate rehabilitation and return to work programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate Workers’ Compensation and sick leave claims. It also covers the coordination of rehabilitation needs and return to work programs and their monitoring, review and evaluation.

The unit applies to individuals who coordinate claims and ensure that the organisation provides appropriate support for the worker.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Coordinate claims	1.1 Ensure that the organisation has and maintains a current Workers’ Compensation insurance policy according to required legislation 1.2 Process claims according to organisational policies, procedures and legal and insurance requirements 1.3 Notify rehabilitation provider according to organisational policies and procedures 1.4 Advise claimants as to whether their claim has been accepted, where required 1.5 Analyse claims to identify the nature of the illness and prepare required reports 1.6 Identify projected period of absence and where rehabilitation assistance is required and ensure arrangements are made in the work team to deal with absence
2. Coordinate rehabilitation or return to work process	2.1 Ensure consultation occurs between rehabilitation provider and treating doctor, relevant managers and employee 2.2 Coordinate job redesign, reduced hours and alternative according to medical advice 2.3 Design a return to work program 2.4 Obtain approval for return to work program by relevant managers 2.5 Coordinate return to work program with employee 2.6 Coordinate risk analysis in relation to proposed program and mitigate risk where appropriate 2.7 Commence program as close to the time of the accident or illness, as possible
3. Monitor rehabilitation return to work program	3.1 Encourage regular communication between provider, supervising manager and employee 3.2 Coordinate regular contact and support between provider and employee 3.3 Identify breaches of the return to work program and suggest remedial action 3.4 Refer return to work program to workers compensation authorities where breaches occur 3.5 Modify return to work program, where required 3.6 Evaluate each rehabilitation or return to work program at its conclusion and suggest recommendations for system improvement

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Evaluates and integrates facts and ideas to construct meaning from a range of text types
Writing	Records results of analysis in required formats Prepares correspondence to a range of individual in required format Uses vocabulary, grammatical structure and appropriate organisational conventions to ensure rehabilitation and return to work programs are effectively documented
Oral Communication	Uses appropriate vocabulary and non-verbal features in discussions with employees, insurance companies and rehabilitation providers when dealing with claims
Numeracy	Uses basic numeracy skills to determine the appropriate amount of hours for a return to work program Selects and uses appropriate mathematical problem-solving strategies to undertake risk analysis and to evaluate the rehabilitation program
Initiative and enterprise	Ensures knowledge of legislative requirements and products is kept up to date in order to provide accurate information Takes responsibility for following policies, procedures and legislative requirements and identifies organisational implications of new legislation or regulation Seeks to improve policies and procedures to better meet organisational goals
Problem solving	Implements strategies to discuss health matters sensitively with a range of people Makes critical decisions in complex situations, taking a range of variables into consideration
Planning and organising	Plans and organises complex tasks to ensure that that claims are properly processed and to keep the claimant informed Monitors progress of plans and schedules and reviews and changes them to meet new demands and priorities

Unit Mapping Information

Supersedes and is equivalent to BSBHRM509 Manage rehabilitation or return to work programs.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM530 Coordinate rehabilitation and return to work programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions process a workers compensation claim

on at least two occasions coordinate the rehabilitation or return to work process for an individual.

In the course of the above, the candidate must:

process sick leave claims

coordinate rehabilitation needs and return to work program including

identifying breaches

liaising between the claimant, workers compensation authority, rehabilitation provider, doctor and workplace

determining the extent to which the program meets its objective in respect to timeframes, success rates, cost and impact on the organisation

assist in conducting a risk analysis of a return to work program and mitigate identified risks including

apply relevant legislation to return to work programs.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key aspects of rehabilitation concepts and return to work procedures

relevant legislation from all levels of government that affects rehabilitation and return to work programs

role of Workers’ Compensation authorities and tribunal procedures

methods to process claims.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

relevant workplace policies and procedures

relevant legislation, regulations and codes of practice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM531 Coordinate health and wellness programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate programs with a health and wellbeing focus. The unit addresses coordination of the range of programs that would typically be associated with health and wellbeing such as stress management, smoking cessation, exercise and Employee Assistance Programs (EAPs).

The unit applies to individuals who take responsibility for managing staff health and wellness programs or activities.

It also has particular relevance for managers of human resources or diversity programs, frontline managers and specialist consultants responsible for promoting a balance between work demands and personal life. The individual may not be directly involved in delivering the programs.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Research and analyse employee health issues	1.1 Identify and collect information on employee health issues from relevant sources 1.2 Review findings and their implications for the organisation and business objectives 1.3 Consult relevant stakeholders and develop options for addressing identified health issues 1.4 Agree preferred options with required stakeholders
2. Plan health and wellness program	2.1 Develop program scope and objectives in consultation with relevant industry consultants, colleagues and managers 2.2 Plan and create administrative structures and resources for program 2.3 Establish program responsibilities and clearly communicate to all stakeholders 2.4 Consult relevant stakeholders and plan communications and marketing strategies 2.5 Establish evaluation methods, develop a program management plan and communicate this plan to stakeholders
3. Coordinate program	3.1 Prepare policy documents and coordinate strategies in conjunction with program team members 3.2 Coordinate support, assistance and mentorship to relevant stakeholders 3.3 Monitor tracking systems according to program guidelines 3.4 Reach program milestones according to program management plan and provide regular progress reports to stakeholders
4. Evaluate and improve program	4.1 Use agreed evaluation methods to assess effectiveness of program at specific stages 4.2 Communicate information from program evaluation process to stakeholders 4.3 Incorporate evaluation process and outcomes into continuous improvement strategies, enterprise agreements and future corporate plans

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Compares and contrasts information and demonstrates an understanding gained from a variety of sources such as marketing and communication plans
Writing	Integrates information from a number of sources and develops content using clear language that supports the purpose and context
Oral Communication	Applies appropriate strategies to communicate main ideas in a range of contexts, and listening and questioning techniques to confirm understanding
Initiative and enterprise	Recognises, responds and contributes to organisational procedures and protocols
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role Recognises importance of building rapport to establish effective working relationships
Problem solving	Uses logical processes, and an increasingly intuitive understanding of context, to plan, organise, implement and monitor programs Systematically gathers and analyses all relevant information and evaluates options to make informed decisions Evaluates outcomes of decisions to identify opportunities for improvement

Unit Mapping Information

Supersedes and is equivalent to BSBLED502 Manage programs that promote personal effectiveness.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM531 Coordinate health and wellness programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan, implement and coordinate a health and wellness program for an organisation or work area.

In the course of the above, the candidate must:

collaboratively develop an overall program management plan

prepare policy documents

coordinate required support to relevant stakeholders

evaluate implementation and incorporate evaluation outcomes into organisational strategies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of a range of employee health issues and options for improving health outcomes

sources of specialist advice

key steps to create a program management plan

communications and marketing strategies for health and wellness programs

methods for monitoring and evaluating program progress and impact.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM611 Contribute to organisational performance development

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to contribute to organisational performance development, through contribution to planning, development and coordination of performance development programs.

The unit applies to individuals who contribute to planning, developing, coordinating, monitoring and evaluating organisational performance development. The program should develop and use tools that enhance learning. The program should be monitored and evaluated to ensure it explores and meets relevant stakeholder’s learning needs.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to planning of organisational performance development	1.1 Determine benefits of, and need for, organisational performance development 1.2 Define organisational performance development program purpose and objectives 1.3 Develop organisational performance development program plan with appropriate outcomes, in consultation with key stakeholders 1.4 Establish relevant management structures and wider support requirements 1.5 Determine organisational performance development program modes and methods 1.6 Determine methods and resources required to report organisational performance development program outcomes 1.7 Develop means to report and collate outcomes of organisational performance development
2. Contribute to development of program tools and materials	2.1 Develop range of tools and resources according to organisational performance development program modes and methods 2.2 Establish organisational performance development procedures 2.3 Establish procedures and requirements encompassing key accountabilities and responsibilities
3. Facilitate organisational performance development	3.1 Ensure plans required for personal growth are developed by relevant stakeholders 3.2 Consider and address cultural differences and diversity issues in all organisational performance development communications 3.3 Use data and reporting tools and monitor organisational performance development
4. Evaluate organisational performance development program	4.1 Complete organisational performance development record-keeping and reporting requirements according to organisational policies and procedures 4.2 Evaluate organisational performance development program against agreed outcomes and report through relevant management structures 4.3 Document improvement opportunities for future organisational performance development programs based on program evaluation

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets textual information obtained from a range of sources and determines how content may be used to meet requirements
Writing	Communicates complex relationships between ideas and information by creating reports Documents results of organisation performance program using required organisational formats
Oral Communication	Uses appropriate language to provide information and encourage discussions Applies listening and questioning techniques to check and confirm understanding
Self-management	Adheres to organisational policies and procedures
Planning and organising	Identifies and analyses issues to aid in decisions about appropriate modes, methods and resources
Problem solving	Evaluates outcomes of decisions, considering results from a range of perspectives and identifying key concepts and principles that may be adaptable to future situations
Technology	Uses digital tools to store, access and organise information about the mentoring program

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBLED805 Plan and implement a mentoring program

BSBLED806 Plan and implement a coaching strategy

BSBLED807 Establish career development services

BSBLED808 Conduct a career development session

BSBLED809 Identify and communicate trends in career development

BSBLED810 Develop human capital.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM611 Contribute to organisational performance development

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to the planning, development and coordination a of performance development program for an organisation or work area.

In the course of the above, the candidate must:

establish a management structure

determine support structures

establish methods and resources to achieve designated outcomes

develop appropriate tools and resources for organisational performance development program

establish organisational performance development policies and procedures

coordinate organisational performance development communications

evaluate and document results of organisational performance development program.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

purposes and benefits of an organisational performance development program

components of an organisational performance development program

organisational performance development program design principles

roles in an organisational performance development

legislation and organisational policies relevant to organisational performance development, including confidentiality and privacy requirements

key methods for evaluating and reporting on organisational performance development programs.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM612 Contribute to the development of employee and industrial relations strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge to contribute to the development and maintenance of a positive and productive workplace environment. It covers aspects of employee relations (ER) and industrial relations (IR) impacting on managers at the strategic level.

The unit applies to individuals who are non-specialist human resource managers and covers a broad range of ER and IR activities.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to employee relations (ER) and industrial relations (IR) strategy development and policies	1.1 Ensure ER and IR strategies are consistent with organisational strategic objectives 1.2 Contribute to development strategies and policies in consultation with relevant stakeholders 1.3 Ensure strategies and policies promote absence of discrimination and harassment 1.4 Contribute to development of risk management strategies 1.5 Identify potential areas of conflict and ensure strategies and policies are according to objectives of relevant groups and individuals
2. Contribute to a productive culture	2.1 Negotiate awards, agreements, and contracts according to organisational objectives and employee rights and obligations 2.2 Ensure conditions of employment meet legal and organisational requirements, and source external specialist advice, where required 2.3 Develop policies and practices that facilitate employee recruitment, retention and satisfaction 2.4 Provide onboarding programs and training that develop competence and confidence and ensure work is performed safely and effectively 2.5 Support employees to understand their roles 2.6 Develop, regularly review and update individual and team development plans 2.7 Evaluate and revise ER and IR policies regularly
3. Resolve ER and IR problems	3.1 Establish processes for early intervention and identify problems or grievances 3.2 Communicate problem solving processes and obtain support from relevant stakeholders 3.3 Coordinate training that develops competence in conflict management, negotiation and dispute resolution 3.4 Obtain specialist advice, where required 3.5 Ensure processes are fair, equitable and according to relevant awards agreements and legislation 3.6 Ensure problem solving processes provide for external mediation and conciliation, and arbitration, where required
4. Contribute to diversity policies	4.1 Develop plans for the promotion of diversity within the organisation in consultation with relevant stakeholders 4.2 Promote the importance of diversity and its benefits within the organisation 4.3 Develop diversity education plans 4.4 Develop and implement processes that rectify diversity issues according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Identifies and interprets relevant information and ideas in a range of complex texts relating to ER and IR Recognises relevant information within job specifications and work processes
Writing	Demonstrates sophisticated writing skills by selecting appropriate conventions and stylistic devices to express precise meaning to manage ER and IR
Oral Communication	Presents information and opinions using language and non-verbal features appropriate to audience Uses verbal and listening skills to obtain specialist advice as well as promoting diversity within the organisation
Numeracy	Selects and interprets mathematical information embedded in a range of tasks and texts
Self-management	Works autonomously making high level decisions to achieve and improve organisational goals Monitors and reviews the organisations policies, procedures and adherence to legislative requirements to implement and manage change
Teamwork	Selects and uses appropriate conventions and protocols when communicating with staff at various levels Influences and fosters a collaborative culture facilitating a sense of commitment and workplace cohesion Shares knowledge, information and experience openly as an integral part of the working relationship
Initiative and enterprise	Gathers and analyses data and seeks feedback to improve plans and processes
Planning and organising	Sequences and schedules a range of complex activities, monitors implementation and manages relevant communication
Problem solving	Makes high impact decisions in a complex and diverse environment, using input from a range of sources Anticipates potential problems and formulates plans to deal with them, as they arise

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBHRM604 Manage employee relations.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM612 Contribute to the development of employee and industrial relations strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to developing one employee relations (ER) strategy and one industrial relations (IR) strategy.

In the course of the above, the candidate must:

contribute to the development of an ER and IR risk management strategy

negotiate employment awards, agreements and contracts

maintain high standards of performance in respect to equal opportunity and the management of diversity

manage conflict and early intervention in respect to employee grievances and problems.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common human resource specialist assistance requirements

key principles of industrial agreements relevant to the development of ER and IR strategies

organisational plans for human resource planning

organisational policies and procedures relevant to ER and IR strategies

key performance measurement systems

relevant legislative and regulatory requirements

consultation, negotiation, conflict management and dispute resolution strategies relevant to employee and industrial relations

discrimination and the importance of diversity

key aspects of staff development and training strategies

organisational risk management strategies in relation to employee and industrial relations

key aspects of organisational objectives.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents and resources relevant to performance evidence

organisational strategic and operational plans

workplace policies and procedures relevant to performance evidence

legislation, regulations, codes of practice and industrial awards relevant to the business.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM613 Contribute to the development of learning and development strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to contribute to improving organisational learning, and the quality of training and assessment products and services. It covers contributing to strategy formation; designing, developing and implementing an organisational learning strategy, and reviewing and improving overall organisational learning and development.

The unit applies to individuals working in an enterprise where learning is used to build capabilities and contribute to organisational strategies, business plans, goals and values.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to learning and development strategy formation	1.1 Evaluate methods of learning and development against organisational requirements 1.2 Analyse impact of organisational learning and development on organisation, and consult relevant stakeholders 1.3 Examine and review options for deploying quality policies and processes in organisational learning 1.4 Analyse and plan requirements for an organisational learning strategy to support organisational strategic and policy requirements 1.5 Analyse and plan technological and systems requirements for an organisational learning strategy 1.6 Analyse and align organisational learning strategy with human resources and learning requirements and plans 1.7 Develop procedures to liaise with educators, learners and others and monitor learning and development strategies and learning and development resources
2. Contribute to design of organisational learning and development strategy	2.1 Design, collaboratively with relevant stakeholders, organisational learning and development strategy 2.2 Design and develop flexible learning, development and assessment strategies to support organisational requirements 2.3 Establish processes and procedures for allocating and managing resources and staff required to implement organisational learning strategy 2.4 Contribute to development of compliant assessment processes according to organisational requirements
3. Recommend improvements to strategies	3.1 Evaluate current organisational learning strategy 3.2 Review performance of resources and people supporting organisational learning strategy 3.3 Construct and present plans for improving organisational learning strategy

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets, analyses and evaluates a range of textual information to assist in determining and developing strategies and to manage organisational requirements
Writing	Records results of analysis using clear and comprehensible language and layout Creates a range of formal texts incorporating specific requirements in required format
Oral Communication	Uses vocabulary and features appropriate to audience when presenting information and ideas Uses listening and questioning techniques to seek opinions and confirm understanding
Initiative and enterprise	Takes a lead role in the development and review of organisational policies and procedures to organisational requirements Keeps up-to-date with changes to relevant legal requirements and considers implications of these when negotiating, planning and undertaking work
Teamwork	Selects and uses appropriate communication practices to present ideas and encourage participation from all levels of stakeholder
Planning and organising	Uses logical processes, and an increasingly intuitive understanding of context, to plan, implement and review learning strategies Plans, identifies and assembles resources required to complete tasks Systematically gathers and analyses relevant information and evaluates options to make informed decisions Evaluates outcomes of decisions to identify key concepts and principles that may be adaptable in future

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBLED802 Lead learning strategy implementation

BSBLED803 Implement improved learning practice

BSBLED804 Review enterprise e-learning systems and solutions implementation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM613 Contribute to the development of learning and development strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to developing a learning and development strategy for at least one work area

evaluate effectiveness of that strategy when implemented, and recommend improvements.

In the course of the above, the candidate must:

examine and review organisational policies and procedures relevant to training and assessment

develop consultation and communication processes to support and encourage stakeholder input into design, implementation and review of organisational learning and development strategy

source learning resources or assessment tools, and modify, if required, to meet requirements of organisational learning strategies

implement plans for improving organisational learning strategies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, codes of practice and national standards relevant to job role

organisational technology and systems requirements to support an organisational learning strategy

consultation and communication processes

common approaches to learning strategy design

organisational learning and development strategy design

relevant continuous improvement processes associated with organisational learning and development strategies

evaluation strategies

quality management compliance requirements as it relates to organisational learning

organisational policies and procedures relating to the development of learning and development strategies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant organisational policies and procedures

workplace documents and resources relevant to performance evidence

information on current training and assessment requirements.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM614 Contribute to strategic workforce planning

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to contribute to development, implementation and maintenance of a strategic approach to workforce planning in an organisation ensuring that there is the structure and staff in place to meet current and foreseeable organisational objectives.

The unit applies to individuals employed as human resource practitioners with knowledge of human resources and organisational objectives.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Research planning requirements	1.1 Analyse strategic plans to determine strategic workforce direction, objectives and targets 1.2 Analyse organisational environment and identify emerging practices and trends that may impact on human resource management in the organisation 1.3 Identify future labour needs, skill requirements and sources of labour supply 1.4 Identify new technology and its impact on job roles and job design 1.5 Review recent and potential changes to industrial and legal requirements
2. Contribute to development of strategic workforce plan	2.1 Consult relevant managers about their workforce preferences 2.2 Agree on workforce philosophies, values and policies with relevant managers 2.3 Develop strategic objectives and targets for workforce services 2.4 Examine options for the provision of workforce services and analyse costs and benefits 2.5 Identify appropriate technology and systems to support agreed workforce programs and practices 2.6 Contribute input from consultation into strategic workforce plan and obtain senior management support for plan 2.7 Analyse risks associated with strategic workforce plan and develop risk mitigation strategies
3. Support implementation of strategic workforce plan	3.1 Work with relevant stakeholders and ensure that plan is implemented according to organisational objectives 3.2 Monitor and review the plan 3.3 Recommend adaptions to plan to account for changing circumstances 3.4 Evaluate and review performance against plan objectives

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Organises, evaluates and applies content from a range of structurally complex texts relating to human resource strategic planning
Writing	Communicates complex ideas relating to strategic objectives, matching style of writing to purpose and audience
Oral Communication	Establishes and maintains complex and effective spoken communications in a broad range of contexts with relevant managers to determine resources preferences, philosophies and values
Numeracy	Selects and interprets mathematical information that may be embedded in a range of tasks and texts to analyse costs and benefits
Initiative and enterprise	Ensures knowledge of legislative requirements and products is current and accurate Develops and implements strategies that ensure organisational policies, procedures and regulatory requirements are being met
Planning and organising	Selects and uses appropriate conventions and protocols when communicating with managers at various levels Participates in conversations relevant to role responding, explaining, negotiating and persuading, as required Sequences and schedules complex activities, monitors implementation and manages relevant communication when developing the strategic plan
Problem solving	Makes a range of critical and non-critical decisions in relatively complex situations, analysing data and taking a range of factors into account when researching planning requirements and developing the plan Gathers and analyses data and seeks feedback to improve plans and processes
Technology	Uses digital technologies and actively investigates new technologies for strategic and operational purposes

Unit Mapping Information

Supersedes and is equivalent to BSBHRM602 Manage human resources strategic planning.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM614 Contribute to strategic workforce planning

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to the development and implementation of at least one strategic workforce plan.

In the course of the above, the candidate must:

analyse information from a range of internal and external sources to determine:

workforce strategic direction, objectives and targets

trends and emerging practices that may have an impact on workforce

relevant technology

recent and potential changes to industrial and legal requirements

future labour needs and skills requirements

options for sourcing labour

organisation’s preferences regarding workforce

consult relevant stakeholders and collaboratively develop, implement, monitor and review a strategic workforce plan including:

budget

priorities

agreed objectives, targets, programs and practices based on cost-benefit analysis

timeframes

risk management

evaluation against objectives.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

human resource practices and functions

relevant legislative, regulatory and industrial requirements for the organisation

common options for sourcing labour

impact of technology on job roles in the organisation or work area

options for sourcing labour supply

risk management plans to support the strategic workforce planning

format and features of a strategic workforce plan

modern philosophies, values and policies applicable to the human resources profession.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents and resources relevant to performance evidence

relevant legislation, regulations and codes of practice

business strategic and operational plan

relevant workplace policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBHRM615 Contribute to the development of diversity and inclusion strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to contribute to the development of diversity and inclusion strategies for an organisation. This includes developing objectives and strategies as well as monitoring and evaluating trends and processes.

It focuses on making provision for inclusivity to ensure that training, employment and promotional opportunities are provided to all cohorts to actively leverage diversity in the workplace.

The unit applies to individuals who assess factors that may affect the supply of workers; align workforce objectives with organisational plans; and design strategies to ensure a competent, diverse and inclusive workforce is available to meet anticipated changes.

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

Unit Sector

Technical Skills – Human Resources

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Research opportunities for workforce diversity	1.1 Review current organisational practices for recruiting, training, and promoting staff 1.2 Review current data on staff turnover, workforce demographics and local, regional and international population demographics 1.3 Identify and assess factors that affect current and future supply of workers 1.4 Assess opportunities for diversity within the organisation 1.5 Provide recommendations that support valuing and leveraging diversity to improve organisational practices and meet regulatory requirements
2. Develop diversity and inclusion strategies in collaboration with others	2.1 Confirm objectives to enhance diversity and inclusion within organisation with required stakeholders 2.2 Consult and establish management strategies that support valuing and leveraging diversity and inclusion 2.3 Communicate objectives and rationale to relevant stakeholders 2.4 Obtain agreement and endorsement for diversity and inclusion objectives and collaboratively establish targets 2.5 Contribute to development of required contingency strategies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Sources, evaluates and critiques ideas and information from a range of complex texts to assist with decisions, change management, and management of organisational requirements Monitors reported information to evaluate progress of workforce diversity progress
Writing	Records insights and results of analysis using clear, concise language Researches and prepares plans for relevant stakeholders incorporating appropriate vocabulary grammatical structure and conventions
Oral Communication	Presents information using language and non-verbal features appropriate to audience
Self-management	Works autonomously making high level decisions to achieve and improve organisational goals
Teamwork	Selects and uses appropriate conventions and protocols when communicating with stakeholders in a range of work contexts
Planning and organising	Develops plans to manage complex activities with strategic implications
Problem solving	Coordinates and analyses all relevant information to inform decisions with the potential to affect organisational outcomes

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBDIV801 Conduct strategic diversity workforce planning

BSBDIV802 Conduct strategic planning for diversity learning practices.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBHRM615 Contribute to the development of diversity and inclusion strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to developing a diversity and inclusion strategy for at least one work area

evaluate effectiveness of that strategy when implemented, and recommend improvements.

In the course of the above, the candidate must:

research opportunities for workforce diversity and inclusion

develop organisational workforce diversity and inclusion objectives and strategies

critically analyse existing organisational workforce diversity and inclusion objectives with evaluation of their effectiveness and recommendations for improvement.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational workforce diversity and inclusion policies including:

regulatory requirements

rationale for workforce diversity within an organisation

policies that promote the leveraging of diversity

issues that can be linked to diversity

strategies that support leveraging organisational diversity and inclusion

common planning methodologies

workforce trends affecting workforce planning methodologies

diversity characteristics including:

cultural background and ethnicity

age

gender and gender identity

ability

sexual orientation

religious belief

language

education.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents and resources relevant to performance evidence

relevant legislation, regulations and codes of practice

relevant organisational records, policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS201 Process and maintain workplace information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to receive, process, and store workplace information and maintain information systems. It also includes the maintenance of records management systems.

The unit applies to individuals who perform a variety of routine tasks in the workplace, using a limited range of practical skills and fundamental knowledge of information and information systems in a defined context, under direct supervision or with limited individual responsibility.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Collect information	1.1 Confirm task requirements 1.2 Collect physical and digital information items 1.3 Allocate time and date of receipt to relevant information items 1.4 Apply organisational policies and procedures relating to security and confidentiality in handling information
2. Process workplace information	2.1 Enter metadata applying to information items into relevant system according to organisational policies and procedures 2.2 Collate and distribute information according to task requirements
3. Manage information systems	3.1 Maintain information and relevant classification system according to organisational policies and procedures 3.2 Identify and dispose of inactive unpublished information items or deaccession published information items according to organisational policies and procedures 3.3 Create new files of unpublished information materials according to organisational policies and procedures 3.4 Update registration, accessioning, classification and index systems according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Recognises and interprets textual information to complete tasks according to organisational policies and procedures
Writing	Records simple and routine content using an established format to organise information
Oral Communication	Uses listening and questioning skills to clarify and adhere to requirements
Numeracy	Comprehends basic mathematical measurements relating to times and number sequences
Self-management	Follows clearly defined instructions and monitors own progress to achieve timelines
Technology	Uses digital technologies regarding data entry and retrieval

Unit Mapping Information

Supersedes and is equivalent to BSBINM201 Process and maintain workplace information.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS201 Process and maintain workplace information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

receive and process three pieces of workplace information according to organisational policies and procedures.

In the course of the above, the candidate must:

record and document information accurately

store, classify and maintain information materials.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures relating to collecting and processing workplace information

key aspects of organisational information items management systems and security and confidentiality procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of workplace information systems.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS202 Handle receipt and dispatch of information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to receive and distribute incoming information, and to collect and despatch outgoing information using both digital and non-digital methods.

The unit applies to those who perform a range of routine tasks in the workplace, using a limited range of technological and practical skills and knowledge of information handling under direct supervision or with limited individual responsibility.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Receive and distribute incoming information	1.1 Collect physical and digital information items from organisation’s points of receipt 1.2 Destroy items of no relevance to organisation according to organisational policies and procedures 1.3 Annotate each relevant item with time and date of receipt, where required 1.4 Enter metadata applying to information items into relevant system according to organisational policies and procedures, where required 1.5 Identify urgent and confidential information for priority distribution 1.6 Sort and deliver information items to relevant stakeholders according to organisational policies and procedures 1.7 Record damaged, suspicious or missing items and report to relevant stakeholders, where required
2. Receive and despatch outgoing information	2.1 Collect, check and sort outgoing information items according to organisational policies and procedures 2.2 Record and process outgoing information items for despatch according to organisational policies and procedures 2.3 Prepare items for urgent delivery according to organisational policies and procedures 2.4 Organise despatch of urgent deliveries and follow up if necessary 2.5 Despatch remaining information according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies familiar information from a range of sources, compares it against defined criteria and requirements, and checks for accuracy and completeness
Writing	Records information and completes organisational documents and correspondence using clear language and correct spelling, grammar and terminology
Oral Communication	Participates in spoken interactions with others using clear and direct language to convey and clarify information
Numeracy	Performs basic calculations to check and confirm numerical information and estimate time requirements
Problem solving	Responds to predictable routine problems, implementing standard or logical solutions
Planning and organising	Plans and implements routine tasks and workload, and follows instructions to set priorities
Self-management	Understands own role and associated responsibilities for task completion in compliance with organisational policies and procedures
Technology	Uses digital tools for basic reading, recording, searching and communicating information following routine procedures

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBINM202 Handle mail

BSBINM303 Handle receipt and despatch of information.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS202 Handle receipt and dispatch of information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

receive and distribute incoming information according to organisational policies and procedures, on at least two occasions

despatch and register outgoing information according to organisational policies and procedures, on at least two occasions.

In the course of the above, the candidate must:

check all details routinely, including addresses, numerical information, and spelling

seek clarification from relevant stakeholders and apply correct addressing protocols for despatch.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures relating to receipt and despatch of information

roles and locations of relevant organisational personnel

key aspects of organisational information items management systems and security and confidentiality procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

samples of information.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS203 Assist with circulation services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to process loan transactions and respond to circulation and lending enquiries from customers.

The unit applies to individuals working under supervision within established organisational policies and procedures, in frontline library and information services roles.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Provide information to customers	1.1 Use circulation and lending systems and procedures and provide current and accurate information to customers 1.2 Assist relevant stakeholders with basic enquiries 1.3 Explain use of self-service systems in libraries 1.4 Respond to customer enquiries or refer to relevant stakeholder
2. Process loan transactions	2.1 Check and process customer registration details according to organisational policies and procedures 2.2 Complete transactions according to organisational policies and procedures 2.3 Prioritise competing demands for service 2.4 Complete checking and processing of material according to organisational policies and procedures
3. Identify and escalate irregularities	3.1 Identify irregularities in transactions 3.2 Consult with relevant stakeholders and escalate issues, where required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets, consolidates and checks completeness and accuracy of information
Writing	Uses simple vocabulary, grammatical structures and conventions
Oral Communication	Selects and uses appropriate words to establish and maintain effective spoken communication with customers and colleagues
Self-management	Understands roles and responsibilities and makes basic decisions on work completion parameters
Problem solving	Makes low-impact decisions around immediate, clearly defined tasks Implements standard procedures for routine decisions in response to familiar problems
Technology	Uses digital technology for basic reading, recording and searching information, and for communications following routine procedures

Unit Mapping Information

Supersedes and is equivalent to BSBLIB201 Assist with circulation services.

Supersedes but is not equivalent to BSBLIB202 Process information resource orders.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS203 Assist with circulation services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply knowledge of circulation services processing and procedures to:

assist at least two customers with a transaction

assist at least two customers with an enquiry.

In the course of the above, the candidate must:

process loans, returns and renewals according to organisational procedures

create and modify patron records according to organisational procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of circulation systems and technology in different industry contexts, including self-service systems

customer service systems, policies and procedures

intra-library loans and lending procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

current industry systems and equipment for processing loan and return transactions

policies and procedures regarding loan processing systems

special purpose tools, equipment, materials and relevant industry software packages.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS301 Develop and use information literacy skills

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to define, locate, select, evaluate and present information in response to identified needs.

The unit applies to individuals in the library and information services sector. At this level, work is usually undertaken under supervision, though some autonomy and judgement can be expected within established parameters.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Source information to meet specific needs	1.1 Determine nature of information needs 1.2 Confirm purpose of and outcomes required from, information searches 1.3 Identify range of sources of information 1.4 Use basic search strategies to locate relevant information
2. Evaluate information against needs	2.1 Assess search results and located information and adjust search strategies as necessary 2.2 Review search results and select relevant information to meet requirements
3. Prepare and present information to meet needs	3.1 Prepare results of information searches according to organisational procedures 3.2 Present information in a format that meets the purpose
4. Develop own information literacy skills	4.1 Evaluate own information literacy skills based on feedback from relevant stakeholders 4.2 Identify opportunities to develop own information literacy skills based on evaluation

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Uses feedback from others to review own skills and seek development opportunities
Reading	Comprehends and interprets instructions and identifies, interprets relevant information from a variety of sources
Writing	Summarises material using appropriate vocabulary, grammar and text that is suitable for the audience and purpose; conveying ideas clearly, concisely and coherently
Oral Communication	Comprehends verbal instructions, directions and requests through active listening and asking relevant questions to aid understanding; and conveys ideas and information clearly and succinctly
Self-management	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
Teamwork	Cooperates with others and contributes to work practices to meet planned outcomes and deadlines
Technology	Uses digital technology for basic reading, recording and searching information, and for communications following routine procedures

Unit Mapping Information

Supersedes and is equivalent to BSBLIB304 Develop and use information literacy skills.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS301 Develop and use information literacy skills

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

meet three identified information needs, by sourcing, selecting, evaluating and presenting relevant information.

In the course of the above, the candidate must:

present information

identify strategies to improve own information literacy skills

complete tasks in industry realistic timelines and conditions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

types of information resources available on a range of topics

techniques and procedures for accessing different information sources, including current technology

organisational policies and procedures, including those related to the presentation of different types of information

common methods for organisation of resources.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

range of print and electronic information resources

special purpose tools, equipment, materials, systems and industry software packages.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS302 Organise workplace information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to receive, collect, organise and apply workplace information in the context of an organisation’s work processes, record managing and knowledge management systems.

The unit applies to those who perform a defined range of skilled operations in various work contexts. They may exercise discretion and judgement using appropriate knowledge of information management to provide technical advice and support to a team.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Receive, acquire and assess information	1.1 Confirm that proposed methods of receiving and acquiring information meet organisational policies and procedures 1.2 Receive and acquire information according to organisational policies and procedures 1.3 Confirm information is clear, accurate, current and relevant to intended tasks 1.4 Access additional required information from relevant stakeholders
2. Organise information	2.1 Organise information in a format suitable for analysis, interpretation and distribution according to organisational policies and procedures 2.2 Store information using relevant systems and technology according to organisational policies and procedures 2.3 Distribute information to relevant stakeholders 2.4 Identify issues accessing, organising and storing information and solve collaboratively with relevant stakeholders
3. Review information needs	3.1 Seek feedback on clarity, accuracy, relevancy and sufficiency of information 3.2 Review feedback and suggest updates to receipt and acquisition processes, where required 3.3 Identify and document future information needs and suggest modifications to collection and organisation processes

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Recognises and assesses textual information to complete tasks according to requirements
Writing	Completes workplace records, forms and documentation accurately using correct format, accurate spelling and grammar and terminology specific to requirements
Oral Communication	Collects information by listening and questioning Participates in a verbal exchange using clear language to contribute information and convey issues
Self-management	Understands rights and responsibilities and complies with explicit policies and procedures and legal and regulatory requirements
Teamwork	Complies with work instructions and contributes to work group discussions using accepted conventions
Planning and organising	Plans and implements routine tasks and workload making decisions about sequencing and timing
Technology	Uses digital technology to access and record information and to communicate with others
Problem solving	Makes low impact decisions within familiar situations, based on a range of predefined or routine solutions, and evaluates the effectiveness of the outcome

Unit Mapping Information

Supersedes and is equivalent to BSBINM301 Organise workplace information.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS302 Organise workplace information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

gather, assess, organise and distribute three pieces of workplace information.

In the course of the above, the candidate must:

provide information according to organisational policies and procedures

use business technology to coordinate information

communicate with relevant stakeholders to obtain and check workplace information

monitor, review and modify information organisation processes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

methods for checking information is clear, accurate, current and relevant for purpose

organisational policies and procedures relating to workplace information

features and functions of technology required to store and organise information.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures relevant to workplace information

examples of information documents found in the workplace.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS303 Use knowledge management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to access a knowledge management system, use monitoring and review processes to provide feedback and improve own work practices using the system. This includes a range of strategies, methods, activities and techniques used by individuals and the organisation to identify, collect, organise, store, retrieve, analyse, share and apply knowledge to the work of the organisation.

The unit applies to individuals who use a broad range of competencies in various work contexts. They may exercise discretion and judgement using knowledge management to assist in increasing productivity, to improve quality or to recognise the benefits to the organisation through the improved use of knowledge.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Access and use knowledge management system	1.1 Identify requirements for use of knowledge management system 1.2 Access knowledge management system according to legislative, regulatory and organisational policies and procedures
2. Input to knowledge management system	2.1 Collect, analyse and prepare inputs for contribution to system, according to organisational policies and procedures 2.2 Check inputs for clarity, accuracy, currency and relevance 2.3 Make inputs to system according to organisational policies and procedures 2.4 Analyse requirements of the system and make suggestions for improvements to relevant stakeholders
3. Review and improve work practices	3.1 Provide feedback about clarity, accuracy, currency and relevance of system’s output to relevant personnel 3.2 Document learning resulting from use of the system 3.3 Improve work practices as a result of learning from use of the system

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Comprehends textual information, incorporating ideas and concepts from a range of sources, and checks for accuracy and relevance
Writing	Documents information analysis and emphasises key outcomes using vocabulary and structure appropriate to audience
Oral Communication	Expresses own observations and opinions using clear and specific language to relevant personnel Elicits views and information from others and obtains information by listening and questioning
Self-management	Understands rights and responsibilities, and complies with explicit procedures in the workplace
Teamwork	Identifies and takes steps to follow accepted communication practices and protocols when providing feedback
Problem solving	Plans and implements routine tasks and workload making limited decisions on sequencing, timing and collaboration Uses basic functions of digital technology tools to read, record, search and input required information Uses analytical processes to review and evaluate the effectiveness of workplace systems and suggest improvements

Unit Mapping Information

Supersedes and is equivalent to BSBINM302 Utilise a knowledge management system.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS303 Use knowledge management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

access, use and review knowledge management system according to organisational policies and procedures.

In the course of the above, the candidate must:

provide feedback to the organisation about improvements to the knowledge management system

produce records of outcomes resulting from the use of the system.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, regulations, standards and codes of practice that may affect knowledge management

organisational policies and procedures for knowledge management

strategies to review knowledge management systems.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of information documents found in the workplace

knowledge management system (which can be a simulated system to satisfy privacy and confidentiality provisions).

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS304 Process and maintain information resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to locate, check, record, store and maintain multimedia, digital and print-based information.

The unit applies to individuals working in a library and information services context who are responsible for processing and maintaining information resources, generally under supervision and within established procedures.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Undertake information processing tasks	1.1 Label and protect information resources and apply security measures 1.2 Check outsourced shelf-ready items for processing according to organisational procedures 1.3 Identify details of information resources according to organisational procedures and processing systems 1.4 Identify issues with processing systems and procedures and report to relevant stakeholders
2. Arrange resources to facilitate access	2.1 Check and organise information resources for arrangement and classification 2.2 Arrange and shelve resources according to required classification order and organisational requirements 2.3 Identify and follow safety procedures when handling resources
3. Monitor resources	3.1 Check resources for correct arrangement and report missing or damaged resources 3.2 Undertake basic maintenance and minor repairs of damaged resources and refer unresolved repairs to supervisor

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets, consolidates and checks completeness and accuracy of information and data
Writing	Records and completes information in organisational systems
Oral Communication	Interacts effectively in verbal exchanges, using active listening and questioning to convey and clarify information
Numeracy	Identifies and comprehends mathematical information related to counting and checking information resources
Teamwork	Complies with work instructions and contributes to work group discussions using accepted conventions
Self-management	Determines job sequence and works logically and systematically to undertake clearly defined tasks in an effective manner
Problem solving	Makes low-impact decisions within familiar situations, based on a range of pre-defined or routine solutions Responds to predictable routine problems and implements standard or logical solutions
Technology	Uses digital technology for basic reading, recording and searching information, and for communications following routine procedures and security requirements

Unit Mapping Information

Supersedes and is equivalent to BSBLIB306 Process and maintain information resources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS304 Process and maintain information resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

process and maintain three different information resource according to established procedures

organise and place eight items using safe manual handling techniques.

In the process of the above, the candidate must

apply a basic knowledge of classification systems and techniques for processing and maintaining information resources.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

standard methods of organising and arranging materials, equipment and information, including:

arrangements designed to facilitate access to materials and information

common classification systems and formats

basic information technology security procedures

organisational policies and procedures including:

processing

storage

repair

maintenance

disposal

replacement of damaged items

protective and security devices for materials in different formats

work health and safety requirements, including safe manual-handling techniques

types of damage and deterioration for information, and different protection and storage options.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

industry-current equipment and classification systems

information resources to be processed and maintained

organisational policies and procedures

special purpose tools, equipment and materials relevant to performance evidence

relevant industry software packages relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS305 Participate in cataloguing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to undertake cataloguing activities using established tools, systems, technologies, conventions and standards to search, retrieve and validate data from catalogues at an introductory level.

The unit applies to individuals working in a library or information services context, under supervision, who apply a general understanding of cataloguing and bibliographic concepts in their job.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Select cataloguing tools	1.1 Access sources of cataloguing rules and tools relevant to organisation 1.2 Identify basic components and structure of bibliographic records 1.3 Identify relevance of different cataloguing tools to various areas of work 1.4 Select relevant cataloguing tools to complete cataloguing requirements, according to organisational policies and procedures
2. Search and retrieve bibliographic records	2.1 Search online, library and external catalogues and identify availability of existing bibliographic records 2.2 Locate relevant bibliographic records 2.3 Retrieve and download relevant bibliographic records to local system
3. Apply cataloguing standards	3.1 Check downloaded bibliographic records for accuracy according to cataloguing standards and organisational policies and procedures 3.2 Consult with relevant colleagues regarding accuracy of bibliographic records and refer issues to relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets, consolidates and checks completeness and accuracy of information and data Interprets information from sources to identify relevant and key information
Writing	Records and completes information in organisational systems
Oral Communication	Provides key information and asks questions to clarify understanding
Numeracy	Interprets and uses mathematical information embedded in cataloguing systems
Teamwork	Complies with work instructions and contributes to work group discussions
Planning and organising	Plans routine tasks and coordinates own workload
Technology	Uses familiar digital technologies and systems to access information, search and enter data, and communicate with others

Unit Mapping Information

Supersedes and is equivalent to BSBLIB305 Use established cataloguing tools.

Supersedes but is not equivalent to BSBLIB301 Catalogue objects into collections.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS305 Participate in cataloguing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

select, search, and retrieve relevant bibliographic record on at least five occasions.

In the course of the above, the candidate must:

use current industry systems, technologies and conventions

apply cataloguing standards.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

cataloguing standards and organisational policies and procedures

common cataloguing tools used in libraries and information services endorsed by relevant committee or similar

application of tools to different areas of work

key components and structure of bibliographic records

key features of classification and subject heading schemes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

special purpose tools, equipment, materials and industry software packages relevant to performance evidence

current cataloguing rules, technologies and systems

standards and organisational policies and procedures documents relevant to cataloguing activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS306 Provide multimedia support

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to use a range of multimedia equipment and programs at a non-specialist level.

The unit applies to individuals who work under supervision and have some responsibility to complete work within established guidelines.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Use multimedia equipment and programs	1.1 Select required multimedia equipment and programs for a given purpose 1.2 Set up and operate multimedia equipment and programs according to organisational procedures 1.3 Use general features and functions of multimedia equipment 1.4 Assist relevant stakeholders to use multimedia equipment and programs safely and according to organisational procedures
2. Maintain multimedia equipment and programs	2.1 Identify and correct minor operational faults according to organisational procedures 2.2 Implement routine preventive maintenance, including making arrangement for repairs 2.3 Identify situations where specialist assistance is required and take required action
3. Review use of multimedia equipment and programs	3.1 Source information from relevant stakeholders on problems with use of current multimedia equipment and programs 3.2 Source and assess information on available multimedia equipment and programs, products and services based on feedback and intended use 3.3 Make recommendations for purchase of new or replacement items, where required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Sources and interprets textual information to identify most efficient and productive approach to the job
Writing	Uses clear language to document requirements and outcomes
Oral Communication	Interacts effectively in verbal exchanges, using active listening and questioning, to convey and clarify information
Numeracy	Recognises and interprets numerical information relating to costs and specifications
Teamwork	Cooperates with others and contributes to work practices where joint outcomes and deadlines are to be met
Problem solving	Initiates standard diagnostic procedures when responding to familiar and unfamiliar problems within immediate context and seeks input from others when problems remain unresolved
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBLIB303 Provide multimedia support.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS306 Provide multimedia support

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use at least one piece of physical multimedia equipment and two different digital multimedia programs.

In the course of the above, the candidate must:

assist others to use multimedia equipment and programs

correct minor operational faults

make recommendations for upgrading multimedia equipment and programs.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common multimedia options relevant to the work context at a generalist level

features and general operating functions of different multimedia options

common faults and ways of rectifying these in multimedia equipment and programs used

scope of repair and maintenance activities that can be undertaken without specialist assistance

sources of information on multimedia equipment and programs

conditions of current licences and equipment maintenance agreements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

multimedia equipment and programs and associated software applications.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS307 Retrieve information from records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to receive a request and to deliver the records or information about the records.

The unit applies to individuals who follow established guidelines and processes to assist them to carry out their work. They work under supervision or in consultation with more senior staff or users of the system to locate records.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Locate and retrieve records required	1.1 Identify and refine search criteria and keywords, in consultation with person making request, where required 1.2 Locate records according to defined criteria 1.3 Retrieve records to match request
2. Ensure security of records	2.1 Identify person requesting the records 2.2 Confirm access category of person, in accordance with organisational procedures 2.3 Check the access clearance of person requesting the records covers the security classification and access restrictions of the records 2.4 Exempt specific record, or portions thereof, to prevent access, where required
3. Provide required information or records	3.1 Inform user of access denial in accordance with organisational procedures, where required 3.2 Prepare information for person requesting the records 3.3 Deliver records, or prepare information from records, according to organisational policies and procedures 3.4 Document the process according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets, checks and compares a range of information to inform effective and compliant actions
Writing	Accurately inputs information and documents details of records retrieval process Prepares required information in accordance with organisational procedures
Oral Communication	Asks questions and listens to responses to confirm and clarify requests Provides information according to organisational procedures
Numeracy	Recognises and uses numerical systems associated with information management systems
Planning and organising	Plans and implements routine tasks according to set processes, taking some responsibility for timing
Self-management	Takes responsibility for the outcomes of routine decisions related directly to own role
Technology	Uses main features and functions of digital tools to search and access information and records

Unit Mapping Information

Supersedes and is equivalent to BSBRKG303 Retrieve information from records.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS307 Retrieve information from records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

work with relevant stakeholders to identify information requirements and retrieve relevant information on at least three occasions.

In the course of the above, the candidate must:

record information

provide information and responses to requests.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational procedures for records retrieval, and security and access

key aspects of processes of records management and records management systems

clearance categories according to organisational policies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to records and records information.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS308 Control records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to classify, register, and track records and information about records within an information management system.

The unit applies to individuals who follow guidelines and processes to make judgements on record status and classification. They work under supervision or in consultation with senior staff to support effective information management and governance practices across the organisation.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify records for capture	1.1 Categorise incoming information into published and unpublished information and identify records, metadata and formats for capture 1.2 Identify information, format and metadata that requires capture 1.3 Circulate material which does not need to be registered or captured
2. Classify records	2.1 Match identified record to organisation’s classification scheme 2.2 Select full classification and sentencing of records according to the system’s rules and organisational procedures 2.3 Relate and reference classified or sentenced records to other records in information management systems 2.4 Select indexing points and terms for records in accordance with system’s rules and organisational procedures
3. Register records	3.1 Select and record unique identifiers for records in accordance with information management system’s rules and procedures, where required 3.2 Register records into information management systems 3.3 Document and distribute records to relevant locations or stakeholders according to special handling requirements of the record format
4. Track records	4.1 Determine unique identifiers of records requested 4.2 Collect storage location, history and information of records from information management systems 4.3 Complete all record transactions according to organisational policies and procedures 4.4 Complete and collect relevant documentation and reports
5. Audit records	5.1 Locate records according to relevant stakeholders’ instructions and requirements 5.2 Audit records against predetermined criteria in accordance with organisational procedures and quality program 5.3 Document and report any discrepancies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets information from a range of texts to determine organisational requirements Reviews records against set criteria to identify discrepancies
Writing	Documents, updates and amends information accurately and in required format Prepares reports according to organisational requirements
Oral Communication	Uses active listening and questioning techniques to confirm requirements and clarify information Uses clear language, appropriate to audience, to circulate information
Numeracy	Recognises and uses numerical information management systems Recognises and compares numerical data embedded in records
Self-management	Takes some personal responsibility for following organisational procedures and protocols
Planning and organising	Plans routine tasks according to set procedures, taking some responsibility for timing
Technology	Uses main features and functions of digital tools to control records

Unit Mapping Information

Supersedes and is equivalent to BSBRKG301 Control records.

Supersedes but is not equivalent to:

BSBLIB302 Develop and apply knowledge of archives

BSBRKG302 Undertake disposal.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS308 Control records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify, classify, register and track the location of at least four records according to organisational policies and procedures.

In the course of the above, the candidate must:

identify activities documented by records

apply classification schemes

record metadata accurately

audit records and document discrepancies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features and processes of records management and records management systems

common organisational records functions

key aspects of organisational policies and procedures that relate to records control

metadata relevant to information collected

common categories of information

indexing points and terms for records.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to controlling records.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS309 Maintain business records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to maintain the records of a business on an operational basis.

The unit applies to individuals who follow established guidelines and processes to carry out their work. They work under supervision or in consultation with senior staff or system users to support effective information management and governance practices across the organisation.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Collate business records	1.1 Identify relevant information and records according to organisational policies and procedures 1.2 Organise records in accordance with organisational policies and procedures 1.3 Follow relevant security and access requirements in accordance with organisational policies and procedures
2. Update business or records system	2.1 Record and update information and record description of new records in business or records system according to organisational policies and procedures 2.2 Identify and dispose of relevant records of redundant business activities from current system according to organisational policies and procedures
3. Prepare and distribute reports from the business or records system	3.1 Interpret requests for reports 3.2 Prepare reports from business or records system according to request and organisational security and access procedures 3.3 Distribute reports to relevant stakeholders according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers and interprets textual information from different sources to determine how information and records may be applied
Writing	Uses clear and industry related terminology to document, complete and update workplace information and records
Numeracy	Recognises and uses numerical systems associated with business or record systems
Self-management	Takes responsibility for planning and organising own workload to ensure work deadlines are met Takes responsibility for the outcomes of routine decisions related directly to own role
Technology	Uses main features and functions of digital tools to maintain business records

Unit Mapping Information

Supersedes and is equivalent to BSBRKG304 Maintain business records.

Supersedes but is not equivalent to BSBRKG305 Review recordkeeping functions.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS309 Maintain business records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify, organise, update, and distribute four business records in compliance with organisational policies and procedures on at least three separate occasions.

In the course of the above, the candidate must:

record and update information in an information management system

describe records.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures regarding the maintenance and security of business records

organisational requirements of business or records system reports

key aspects and processes of records management and records management systems.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to business records.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS401 Analyse and present research information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to collect, organise, analyse and present information using available systems and sources. This includes identifying research requirements and sources of information, evaluating the quality and reliability of the information, and preparing and producing reports.

The unit applies to those who are required to analyse and apply their knowledge of the organisation to research tasks, evaluate information from a variety of sources and apply solutions to a range of predictable and unpredictable problems.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and confirm research strategy	1.1 Identify research objectives according to organisational requirements 1.2 Identify potential sources for research information relevant to organisation requirements 1.3 Assess reliability of potential sources 1.4 Identify and confirm information research strategy is relevant to the research objectives
2. Collect and store research information	2.1 Access and extract relevant information in a format suitable for analysis and distribution according to research strategy 2.2 Store research information according to security requirements and organisational policies and procedures
3. Analyse and synthesise research information	3.1 Analyse stored information according to research strategy 3.2 Identify themes and draw conclusions according to research strategy 3.3 Demonstrate that assumptions and conclusions used in analysis are clear, justified, supported by evidence and consistent with research strategy
4. Present research information	4.1 Identify methods of reporting that align with the intended audience and relevant organisational requirements 4.2 Draft research report on findings 4.3 Facilitate review of draft report according to organisational policies and procedures 4.4 Distribute research report according to organisational policies and procedures 4.5 Obtain feedback and comments on suitability and sufficiency of findings in accordance with organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Analyses and evaluates textual information to develop information research strategies, integrate facts and ideas and meet organisational requirements
Writing	Gathers, evaluates and integrates information from a range of sources Presents findings, recommendations and issues in required format using language, structure and style appropriate to audience
Oral Communication	Presents recommendations and issues using language appropriate to audience and according to organisational requirements
Self-management	Plans, organises and implements tasks to meet organisational requirements Takes responsibility for the outcomes of routine decisions related directly to own role
Problem solving	Identifies and solves foreseeable problems in familiar work contexts
Technology	Uses the main features and functions of digital technologies and tools to research and analyse information

Unit Mapping Information

Supersedes and is equivalent to BSBRES411 Analyse and present research information.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS401 Analyse and present research information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

research, analyse and present research findings according to organisational requirements on at least two occasions.

In the course of the above, the candidate must:

identify research requirements and objectives

collect, organise and present research information

maintain information securely

prepare report on research findings, including:

justified assumptions and conclusions

efficient and reliable research methods.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures relating to:

accessing information

storing information

security requirements

form and content of research report

key aspects of the reliability and validity of research and analysis

common research strategies

key aspects of relevant information sources, including:

reliability

accuracy

authority

audience

relevance

likelihood of bias.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace information systems, equipment and resources relevant to performance evidence

workplace policies and procedures relevant to performance evidence.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS402 Coordinate workplace information systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement and review workplace information systems. It involves identification, collection, initial analysis and use of information.

The applies to individuals whose work will normally be carried out within methods and procedures which require planning and evaluation, leadership and guidance of others, and some discretion and judgement.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and review information needs	1.1 Identify information required by relevant stakeholders 1.2 Review information requirements to determine suitability, accessibility, currency and reliability of information according to organisational policies and procedures
2. Collect, analyse and report information	2.1 Collect information which is adequate and relevant to the requirements of relevant stakeholders 2.2 Confirm information is in a format suitable for analysis, interpretation and distribution 2.3 Analyse information, identify and report relevant trends according to the requirements for which it was collected
3. Implement information systems	3.1 Implement information systems effectively to store, retrieve and regularly review information for decision making purposes 3.2 Use technology available in the work area to manage information effectively 3.3 Recommend improvements to information system to relevant stakeholders
4. Support information system continuous improvement	4.1 Collect data about information system future needs in consultation with relevant stakeholders 4.2 Confirm identified information system future needs reflect the organisation’s business plans 4.3 Assist development of proposals for continuous improvement of information system 4.4 Distribute information to relevant stakeholders on information system changes, where required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Critically analyses documentation from a variety of sources and consolidates information
Writing	Develops information for a specific audience using clear and detailed language
Oral Communication	Uses active listening and questioning to convey and clarify information and to confirm understanding
Numeracy	Selects from and uses mathematical strategies to perform initial analysis on information
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
Teamwork	Cooperates with others and contributes to work practices where joint outcomes are expected and deadlines are to be met
Problem solving	Contributes to continuous improvement of current work practices by applying basic principles of analytical thinking
Technology	Uses digital technologies and systems to access, enter, present and distribute information

Unit Mapping Information

Supersedes and is equivalent to BSBINM401 Implement workplace information system.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS402 Coordinate workplace information systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

distribute information to relevant stakeholders in response to three different workplace information needs

implement and review a workplace information system on at least one occasion.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key aspects of workplace information systems including:

budgets and financial management systems

customer information software or records

databases

product and service information

project management software

record management systems

spreadsheets.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

a workplace information system

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS403 Obtain information from external and networked sources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish the information needs of relevant stakeholders, and then search external and networked sources to meet those needs.

The unit applies to those who are working in library services within established guidelines and under general supervision. They may be working in public, school, medical, law, business, or academic libraries. Requests relate to information that cannot be satisfied from sources within the organisation.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine stakeholder information needs	1.1 Determine and confirm exact nature of information needs with relevant stakeholder 1.2 Discuss options for satisfying requests with relevant stakeholder, taking into account any specific requirements 1.3 Keep relevant stakeholder informed of delivery progress 1.4 Recommend alternative options to fulfil relevant stakeholder information needs, where required
2. Clarify details of required information resources	2.1 Verify bibliographic and other relevant details and locate required information resources 2.2 Check availability of required information from external or networked sources
3. Search external and networked sources	3.1 Complete information search based on knowledge of external and networked sources 3.2 Check availability of information resources from external and networked sources by searching catalogues for items already held, and electronic databases 3.3 Identify reciprocal interlibrary lending networks and document delivery systems and services to source required information 3.4 Seek assistance to source information that is difficult to locate
4. Obtain and return information	4.1 Complete and despatch requests to external sources using organisational standards, systems and procedures 4.2 Monitor requests to and from external sources and follow-up, as required 4.3 Check condition of information resources received from external sources and confirm they meet relevant stakeholder needs 4.4 Monitor receipt of electronic documents and present to customers using approved delivery methods 4.5 Confirm compliance with copyright legislation in relation to supply of photocopied or electronic documents 4.6 Take action to recall material, where required, and return to provider in the required condition 4.7 Inform provider of difficulties in relation to return of material and take action

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates information resources from a variety of sources to ensure appropriateness to client needs Interprets information from sources to identify relevant and key information
Writing	Records and completes organisational documents and correspondence using clear language and correct spelling, grammar and terminology
Oral Communication	Uses techniques, including active listening and questioning, to clarify information and confirm understanding
Self-management	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
Problem solving	Responds to predictable routine problems and implements standard or logical solutions
Technology	Uses familiar digital technologies and systems to access information, search and enter data, present information and communicate with others

Unit Mapping Information

Supersedes and is equivalent to BSBLIB406 Obtain information from external and networked sources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS403 Obtain information from external and networked sources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

respond to a request for an inter-library loan

respond to a request for a document delivery

request an inter-library loan

request a document delivery.

In the course of the above, the candidate must:

communicate effectively and efficiently with relevant stakeholders

use external sources and bibliographic tools, including electronic sources, to obtain different types of information

search external sources effectively to meet a range of different information needs.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key components of bibliographic records

key features of copyright legislation relevant to inter-library loans and document delivery

relevant external sources of information

common information services networks that facilitate access to external sources

common interlibrary lending policies and standards, and codes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

a range of library and information services and resources

industry-current information technologies

policies, procedures and documents on accessing external sources of information

special purpose equipment, materials and industry software packages.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS404 Search library and information databases

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to search and analyse information from a range of bibliographic and full text databases, evaluate these against specific criteria, and then present this information to relevant stakeholders.

The unit applies to individuals who undertake regular database searches as part of their information services role. Work is undertaken with limited supervision and according to organisational and system guidelines.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and access databases	1.1 Identify range of databases available to information services providers 1.2 Differentiate between databases and internet websites as sources of information 1.3 Select databases to meet specific information needs 1.4 Use required procedures to access databases 1.5 Comply with copyright and licensing conditions relevant to use of databases
2. Construct searches	2.1 Conduct database searches using search techniques relevant to information needs 2.2 Use databases to access required information 2.3 Consult manuals to refine or revise search strategies, where required
3. Present information	3.1 Evaluate search results to meet identified information needs 3.2 Organise and present information according to stakeholder needs

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Critically analyses information from a variety of sources and consolidates information to determine requirements
Writing	Records and completes organisational documents using clear language and correct spelling, grammar and terminology
Oral Communication	Uses appropriate techniques, including active listening and questioning, to clarify information and confirm understanding
Numeracy	Extracts and evaluates mathematical information embedded in a range of tasks and texts
Problem solving	Responds to predictable routine problems and implements standard or logical solutions
Self-management	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
Technology	Uses familiar digital technologies and systems to access information, search and enter data, present information, and use databases

Unit Mapping Information

Supersedes and is equivalent to BSBLIB407 Search library and information databases.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS404 Search library and information databases

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

access, search and present information from at least three different databases.

In the course of the above, the candidate must:

adopt search techniques to source information in response to a range of customer needs

use current industry systems and equipment

respond to multiple and varied information requests.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

role of databases in context of the information services industry

scope and type of databases available to information services providers

features of commonly used databases, including:

bibliographic information

downloadable records

full text availability

thesaurus or subject authority

differences between database and internet searching

relevant copyright, moral rights and intellectual property issues and legislation relevant to the use of information from databases.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

technology and databases to support information searching

special purpose tools, equipment, materials and relevant industry software packages relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS405 Use integrated library management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to apply a basic understanding of the functions of integrated library management systems (ILMS) to use online catalogues, process loan transactions, and provide circulation and lending services to meet customer needs.

The unit applies to individuals in frontline information services roles in libraries working under limited supervision, within established policies and procedures.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Create records in the ILMS	1.1 Use basic functions of an ILMS, including interrelation of different modules 1.2 Check and process new borrowers on the ILMS according to organisational policies and procedures 1.3 Process an acquisition by creating a record in the acquisition module 1.4 Create a reservation request through the ILMS
2. Provide customer support in relation to circulation and lending	2.1 Provide current and accurate information to relevant stakeholders in relation to circulation and lending policies and procedures, including self-service systems 2.2 Process loan and return transactions according to organisational policies and procedures, including security procedures 2.3 Follow safe work practices when performing circulation and lending services 2.4 Handle competing demands for services according to customer service standards 2.5 Resolve customer enquiries and complaints within scope of own job role 2.6 Refer complex customer queries and complaints to relevant personnel 2.7 Provide information on range of services which may incur costs
3. Use online catalogues to assist customers	3.1 Use basic search features of online catalogues to provide current and accurate information to relevant stakeholders 3.2 Use online catalogues to assist customers in locating information resources in library collections 3.3 Explain classification numbers and shelving location symbols or prefixes displayed on online catalogues to customers
4. Maintain knowledge of ILMS trends and emerging technologies	4.1 Source information about current industry trends and emerging technologies in relation to ILMS 4.2 Provide information to colleagues in relation to add-on library automation software and hardware

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets information from structured texts, instructions and correspondence from colleagues or customers, and derives relevant information from more complex texts
Writing	Conveys technical and procedural information accurately and succinctly and communicates information in a style appropriate to purpose and audience
Oral Communication	Establishes and maintains empathetic spoken communication with customers, checks for understanding and clearly conveys information in a manner appropriate in the context
Numeracy	Selects, interprets and applies mathematical information embedded in simple financial transactions and information systems
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
Teamwork	Uses a range of strategies to establish a sense of connection and build rapport with customers and colleagues
Problem solving	Recognises and responds to predictable routine problems related to role in immediate work context Applies analytical processes to resolve technical or conceptual problems
Technology	Uses familiar digital technologies and systems to access information, search and enter data, present and distribute information

Unit Mapping Information

Supersedes and is equivalent to BSBLIB404 Use integrated library management systems.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS405 Use integrated library management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use integrated library management systems (ILMS) to:

process loans and returns according to organisational policies and procedures on at least two occasions

conduct basic online catalogue searches on at least two occasions

create records in acquisitions module on at least two occasions

create reservations on at least two occasions.

In the course of the above, the candidate must:

maintain knowledge of trends and emerging technologies affecting ILMS

demonstrate customer support.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of ILMS

interrelation between different functions of an integrated library management system, including cataloguing, circulation, and acquisitions modules

key features of online catalogues

key features of automated circulation systems, including selfcharging systems and associated technologies

organisational policies and procedures relating to:

lending

inter-library loans

security

financial transactions

customer service

processing loans and returns

circulation services

common safe work practices relating to using an ILMS.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures relevant to performance evidence

ILMS for loan processing and catalogue use, acquisitions and reservations.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS406 Assist customers to access information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to help customers obtain required information, which can be found in readily accessible sources.

The unit applies to individuals working in frontline information services roles in any industry sector. They may be working in library and information services organisations, records management units, government departments, tourist information centres or community advisory organisations. These roles are undertaken within established guidelines under general supervision.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Clarify customer information requirements	1.1 Identify exact nature of information request 1.2 Confirm purpose of information request and any special requirements
2. Follow search strategies	2.1 Construct and follow search strategies to locate information using industry-current information 2.2 Assist customers to develop own information-seeking skills 2.3 Advise customers on other access arrangements, including inter-library loans and document delivery and supply services 2.4 Inform customers of constraints regarding access to information according to organisational policies and procedures
3. Source and provide information	3.1 Source information from sources in response to relevant customer’s requests 3.2 Provide information according to request 3.3 Confirm relevant customer’s requirements are satisfied 3.4 Take action to resolve remaining issues or refer customers to other personnel, as required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets information from sources to identify relevant and key information
Writing	Documents information, selecting selects appropriate vocabulary and structure for audience, for informal and formal purposes
Oral Communication	Interacts effectively in verbal exchanges, using active listening and questioning, to convey and clarify information Explains detailed information using language, tone and pace appropriate to audience
Planning and organising	Organises, plans and sequences own workload
Problem solving	Responds to predictable routine problems and implements standard or logical solutions
Technology	Uses familiar digital technologies and systems to access information, and assist customers

Unit Mapping Information

Supersedes and is equivalent to BSBLIB405 Assist customers to access information.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS406 Assist customers to access information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assist customers to access information from a variety of sources on at least four different occasions.

In the course of the above, the candidate must:

use bibliographic tools and industry-current technology

search and locate a range of information sources and communicate to relevant stakeholders

communicate to clarify information requirements of stakeholder

respond to stakeholders with information to complete their own searches.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures, including:

customer assistance

access to information

typical customer requests and appropriate information sources for responding

techniques for using reference resources and tools, including formulating search strategies

range of information resources, formats and delivery options, including:

document delivery and supply processes

electronic and print

inter-library loans.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

a range of library and information services and resources

industry-current information technologies

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS407 Consolidate and maintain library industry knowledge

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop, apply and maintain currency of knowledge relevant to the library industry.

The unit applies to individuals working in organisations providing library services, and who work autonomously according to established procedures.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Undertake industry research	1.1 Use a variety of sources of information to research industry developments and their impact on current work practices 1.2 Collect information on the role and significance of library industry to relevant communities 1.3 Identify similarities and differences between industry organisations 1.4 Identify roles of relevant peak professional associations and industry bodies
2. Source and apply information about trends	2.1 Research current and emerging technologies and their potential application in the workplace 2.2 Source and monitor information about career opportunities and employment conditions 2.3 Distribute information about key issues and trends, and emerging technologies to relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, analyses and evaluates complex text to determine legislative, regulatory and business requirements Researches and interprets information from various sources and synthesises ideas and concepts
Writing	Develops material to a specific audience using clear and detailed language to convey explicit information, requirements and recommendations
Oral Communication	Elicits views and opinions of others by listening and questioning
Planning and organising	Organises, plans and sequences own workload
Teamwork	Cooperates with others and contributes to work group discussions
Technology	Uses a range of digitally based technologies to access, extract and share relevant information to achieve required outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBLIB402 Consolidate and maintain industry knowledge.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS407 Consolidate and maintain library industry knowledge

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least one occasion, source, assess and review information for the library industry.

In the course of the above, the candidate must:

explain value and principles of relevant industry sector, and how they relate to funding and service delivery

identify and distribute major industry trends and technology developments.

recognise legislation and ethical issues relevant to the workplace.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

sources of information on relevant industries

current and emerging technologies relevant to a range of sources of information

underpinning values, principles and philosophies of the library industry

key features of legislation and ethical practices impacting the library industry

career opportunities and employment conditions in the library industry

current trends within the relevant industry sectors and the potential impacts and opportunities they present

funding models in the library industry

nature, role and functions of relevant major professional associations or industry bodies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

current sources of library industry information.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS408 Provide information from and about records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to provide responses to enquiries from potential users of records, using relevant processes to access and provide information about records according to organisational policies and procedures.

The unit applies to individuals who use a range of organisational and analytical techniques in working with an organisation’s business and records systems.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and retrieve records required	1.1 Identify specific information required or search criteria provided by relevant stakeholders 1.2 Identify records likely to contain information required and identify availability using relevant search aids and records systems 1.3 Retrieve range of records likely to contain information required by user, and analyse content 1.4 Track records to identify and document any change in content, use and location according to organisational policies and procedures 1.5 Explain to relevant stakeholders any issues in obtaining specific records within time requirements and negotiate a timeframe for delivery of records
2. Interpret and administer access rules and procedures	2.1 Identify person requesting records and confirm access clearance, according to organisational procedures 2.2 Check security classification of records and access restrictions cover the access clearance of person requesting the record 2.3 Inform person requesting records of their rights to review the decision where access restriction rules and guidelines prevent access
3. Provide the required information or records	3.1 Mask specific records, or portions thereof, according to access rules and organisational policies and procedures, where required 3.2 Prepare requested information and records according to organisational policies and procedures 3.3 Document records retrieval process according to business or information management system operation and organisational policies and procedures 3.4 Record new locations of records provided to relevant stakeholder in accordance with system rules and organisational procedures 3.5 Distribute records or records information

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets information from a variety of organisational and regulatory texts to determine required actions
Writing	Prepares information or records for others in required organisational format Inputs information to locate records and records details of documents according to organisational requirements
Oral Communication	Communicates verbally to gather or provide information using language appropriate to audience
Numeracy	Recognises and interprets numerical information relating to record storage systems, record classification, timeframes and dates
Self-management	Takes responsibility for planning, organising and implementing tasks required to achieve organisational requirements in a timely fashion
Technology	Uses digital systems and tools to provide records or information about records to relevant stakeholders

Unit Mapping Information

Supersedes and is equivalent to BSBRKG402 Provide information from and about records.

Supersedes but is not equivalent to BSBRKG401 Review the status of a record.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS408 Provide information from and about records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify records which accurately fulfil relevant stakeholder’s requests and retrieve and distribute the record or record information on at least three occasions.

In the course of the above, the candidate must:

apply access and security rules to the provision of records

complete documentation required for record retrieval including new location.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of the identification system used by the organisation to name, code, locate and categorise records

principles and processes of records management and information management systems

organisational policies and procedures that relate to information access and security.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS409 Maintain and monitor digital information and records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to maintain and monitor information and records digitally. It includes skills and knowledge to identify and assess information and records for storage.

The unit applies to individuals who use guidelines and processes to inform judgements on the status and classification of records in an existing business or information management system. They work under supervision or in consultation with more senior staff or users of the system.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Confirm requirements for maintaining and monitoring digital information and records	1.1 Identify and verify organisational and risk management requirements for classifying and storing information 1.2 Identify organisational policies and procedures for recording digital information 1.3 Prepare a checklist of organisational requirements to assess digital information to be captured
2. Identify and assess records for storage	2.1 Categorise and describe incoming and outgoing records information in terms of key activities and responsible stakeholder 2.2 Assess information against the organisational checklist of requirements to assess electronic records to be captured 2.3 Dispose of information not to be retained, according to organisational policies procedures 2.4 Determine storage methods and media in accordance with retention requirements
3. Coordinate digital information and records	3.1 Classify and sentence records according to system rules and organisational policies procedures 3.2 Assign unique identifiers and register records into the information management system according to system rules and organisational policies procedures 3.3 Determine and document access and security status and disposal requirements of records according to organisational policies procedures 3.4 Store records on required media in accordance with organisational and record retention requirements 3.5 Migrate records across mediums according to organisational policies and procedures 3.6 Action and record archiving or disposal of records according to disposal schedule and organisational policies and procedures 3.7 Maintain records in a usable and accessible form in accordance with security conditions and legislative requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets, analyses and reviews information from a range of texts
Writing	Develops list of information management requirements in required format Inputs information to create, identify, retrieve or modify records
Oral Communication	Communicates to exchange information with others using questioning and active listening to clarify requirements
Numeracy	Interprets and analyses numerically expressed information from records to determine their classification and management requirements
Self-management	Takes personal responsibility for following organisational policies and procedures
Planning and organising	Sequences and schedules tasks required to achieve outcomes according to organisational policies and procedures
Technology	Uses digital systems and tools to access, organise, analyse and display records, showing awareness of the need for data security

Unit Mapping Information

Supersedes and is equivalent to BSBRKG404 Monitor and maintain records in an online environment.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS409 Maintain and monitor digital information and records

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage record creation, migration and disposal processes digitally on at least three occasions.

In the course of the above, the candidate must:

monitor usage of digital information management system

monitor application of system procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key principles and processes of digital records management and digital records management systems

organisational policies and procedures for capturing records in networked systems

methods of disposal and archiving

risk management requirements for classifying and storing networked information.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to records management

workplace documentation and resources

storage methods and storage media.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS410 Implement records systems for small business

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to research, develop and implement business or records systems for a small business.

The unit applies to individuals who use a range of organisational, analytical and communication techniques to carry out the responsibilities of their role and report directly to a supervisor or manager within the business or section of a larger organisation.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine information management requirements	1.1 Consult with relevant stakeholders and identify and document core business functions, supporting activities, resources, and business and social contexts 1.2 Research and identify organisational functions and activities for which records must be kept 1.3 Analyse the organisation’s functions and activities and identify required detail and format of records 1.4 Identify security and access requirements for records system content from analysis of organisation’s activities 1.5 Analyse business documentation to determine organisational reporting and accountability requirements
2. Select required records system	2.1 Identify metadata needed to describe, store, locate and retrieve records in a records system 2.2 Specify technological, internal controls, maintenance, disposal and updating requirements of prospective records systems according to scale and nature of business operations 2.3 Select records systems that meets required requirements according to scale, nature, and organisational cash flow requirements
3. Develop procedures and implement records system	3.1 Develop rules for incorporating individual records and metadata into records system 3.2 Develop and document procedures for the use of the system 3.3 Distribute information and instructions to relevant stakeholders in the use of the records system 3.4 Monitor and assist with implementation of the records system

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates and interprets information from a range of relevant sources and identifies relevant and key information
Writing	Creates documents to convey information and instructions using language and format appropriate to text and audience
Oral Communication	Uses active listening and questioning techniques to confirm and clarify information Communicates using words and non-verbal features appropriate to the audience and context
Numeracy	Interprets, compares and contrasts numerical data to determine needs Uses numerical systems associated with record storage systems
Planning and organising	Uses understanding of organisational requirements in planning an appropriate information management system Sequences and schedules tasks required to achieve outcomes and manages relevant communication
Technology	Uses digital systems and tools to complete tasks

Unit Mapping Information

Supersedes and is equivalent to BSBRKG403 Set up a business or records system for a small business.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS410 Implement records systems for small business

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify, select, develop and implement a records system for a small business.

In the process of the above, the candidate must:

document the steps used to determine the criteria for a records system appropriate to the organisation’s business functions and reporting requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key principles and processes of records management and records management systems

internal controls required of the business or records system

key characteristics of the organisational functions, structure and culture relevant to implementation of records system

organisational policies and procedures relevant to implementing a records system in a small business.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS501 Implement information and knowledge management systems

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Typographical error in Foundation Skills corrected.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to organise training for an information and knowledge management system and to implement the use of the system.

The unit applies to individuals who are responsible for ensuring relevant information and corporate knowledge are retained, accessible and improve business outcomes.

It applies to information and knowledge management systems that comprise policies, protocols, procedures and practices to manage information or knowledge within the organisation and among relevant stakeholders.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Implement use of management system	1.1 Identify legislative requirements, and organisational policies and procedures 1.2 Implement information and knowledge management system according to legislative requirements and organisational policies and procedures 1.3 Address implementation issues and problems, where required 1.4 Collect information on relevant key performance indicators 1.5 Identify contingencies and refer technical specialist help, where required
2. Organise learning to use management systems	2.1 Identify learning requirements of relevant stakeholders for use of an information and knowledge management system 2.2 Identify and secure resources required for learning activities to use an information and knowledge management system 2.3 Organise and facilitate learning activities 2.4 Promote and support use of the system throughout the organisation 2.5 Monitor and document effectiveness of learning activities
3. Review use of management system	3.1 Analyse effectiveness of system and report on strengths and limitations of the system 3.2 Recommend improvements to information and knowledge management system, where required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Writing	Prepares and produces documentation for a specific audience using clear and detailed language to convey explicit information, requirements and recommendations
Oral Communication	Presents information using structure and language to suit the audience Uses active listening and questioning and reading of verbal and non-verbal signals to clarify information and to confirm understanding
Self-management	Takes responsibility for following policies, procedures and legislative requirements and identifies organisational implications of new legislation or regulation
Teamwork	Collaborates with others, sharing information to build strong work groups and avoid behaviours that are not conducive to a productive environment Elicits feedback and provides feedback to others in order to improve self or workgroup behaviours
Planning and organising	Accepts responsibility for planning and sequencing complex tasks and workload, negotiating key aspects with others and taking into account capabilities, efficiencies and effectiveness Monitors progress of plans and schedules and reviews and changes them to meet new demands and priorities
Problem solving	Applies systematic and analytical processes to address problems and make decisions in complex situations
Initiative and enterprise	Investigates new and innovative ideas to continuously improve, work practices and processes
Technology	Uses and investigates new digital technologies and applications to manage and manipulate data and communicate effectively with others

Unit Mapping Information

Supersedes and is equivalent to BSBINM501 Manage an information or knowledge management system.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS501 Implement information and knowledge management systems

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Typographical error in Foundation Skills corrected.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement and review one information management system

implement and review one knowledge management system

facilitate learning on both these information and knowledge management systems.

In the course of the above, the candidate must:

identify learning needs and plan and implement learning activities to enable personnel to use information and knowledge management system

monitor performance and address issues and contingencies as they arise including:

accessing technical specialists, as required

applying correct policies and procedures for the information or knowledge management system

evaluating effectiveness of information or knowledge management system for intended outcomes

recommend improvements to systems, policies and practices, where required.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

relevant legislation, regulation, standards and codes

organisational policies and procedures, including those related to:

information management

knowledge management

organisational operations and existing data and information systems

relevant learning activities and key performance indicators.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulation, standards and codes relevant to information and knowledge management

workplace systems, documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS502 Coordinate data management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and coordinate data management and use a data management plan to ensure relevant stakeholders have sufficient access for organisational purposes.

The unit applies to individuals who are responsible for ensuring that data is readily available and accessible for analysis. It applies to a wide range of data such as business performance data, customer data, statistical data and financial data.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Create data management plan	1.1 Identify data and data sources in organisation that require management 1.2 Confirm identified data adheres to relevant legislation, standards and organisational policies and procedures 1.3 Research the required format, methods of access, and size of relevant data 1.4 Select storage, access and analysis requirements according to research 1.5 Document and create data management plan according to organisational policies and procedures
2. Coordinate collection and storage of data	2.1 Identify required stakeholders and confirm data collection according to data management plan 2.2 Confirm collected data is stored according to data management plan 2.3 Review collection and storage of data and confirm it is according to data management plan
3. Coordinate extraction and analysis of data	3.1 Identify relevant stakeholder data requirements 3.2 Identify data to be extracted 3.3 Confirm data is extracted by relevant stakeholder according to data management plan 3.4 Confirm stakeholders analyse data according to data management plan
4. Monitor and review data management	4.1 Establish diagnostic measures to monitor relevant stakeholders’ access to data 4.2 Document number of relevant stakeholders that have accessed data 4.3 Review diagnostics and safeguards 4.4 Identify issues in data access and management 4.5 Rectify issues according to organisational policies and procedures and refer when required

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Critically analyses complex documentation from a variety of sources and consolidates information relating to specific criteria to determine requirements
Writing	Develops material for a specific audience using clear and detailed language in order to convey explicit information, requirements and recommendations
Oral Communication	Uses active listening and questioning and reading of verbal and non-verbal signals to convey and clarify information and to confirm understanding
Teamwork	Cooperates with others and contributes to work practices where joint outcomes are expected and deadlines are to be met
Self-management	Takes responsibility for following policies, procedures and legislative requirements and identifies organisational implications of new legislation or regulation
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
Technology	Uses familiar technologies and systems to access, enter, present and communicate data and information

Unit Mapping Information

No equivalent unit. New unit.

Supersedes but is not equivalent to BSBLIB508 Analyse and describe information resources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS502 Coordinate data management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions, create a data management plan and coordinate data management according to plan, including:

selecting storage, access and analysis requirements for data

establishing diagnostic measures

reviewing data management.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

existing and emerging technologies and how they can be used in data management

key features of data management systems and related diagnostics

common data analysis methods

relevant legislation, standards and organisational policies and procedures

methods to store and access data.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to data management

technology and equipment required for the demonstration of the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS503 Monitor compliance with copyright and licence requirements

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to monitor compliance with copyright and licence requirements for collections held by businesses, archives, galleries, libraries and museums.

The unit applies to individuals who are responsible for monitoring the organisation’s compliance with copyright and licence requirements regarding collections held in archives, galleries, libraries and museums, and who operate autonomously but in consultation with other relevant stakeholder.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Monitor compliance with copyright legislation	1.1 Research information sources to keep abreast of information about copyright relevant to libraries and cultural institutions 1.2 Review and confirm consistency of organisational procedures with copyright obligations and organisational policy 1.3 Identify gaps in procedures to be addressed and seek specialist advice, where required 1.4 Identify sources of specialist advice about copyright legislation 1.5 Advise relevant stakeholders about legal and economic implications of copyright infringement and other legislative obligations
2. Monitor licence agreements	2.1 Identify materials within organisations that require licences 2.2 Research organisational protocols regarding licences and implications for digital rights management 2.3 Source information regarding licence agreements between own organisation and vendors of electronic resources 2.4 Explain to relevant stakeholders their responsibilities in relation to licence and digital rights management
3. Assess risks associated with donated and culturally sensitive material	3.1 Use organisational procedures for accepting donations and culturally sensitive material and confirm consistency with organisational policies and procedures 3.2 Identify copyright and licence risks associated with these practices 3.3 Provide advice about identified risks to relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets complex information from sources to identify relevant and key information
Writing	Articulates complex ideas in language appropriate to intended audience Uses clear and coherent language to provide advice and present different strategies
Oral Communication	Uses an appropriate tone and vocabulary to express complex ideas to different audiences
Planning and organising	Plans, organises, implements and reviews systems and processes to manage compliance with relevant regulations and legislation
Teamwork	Collaborates with others, sharing information to build strong work groups
Problem solving	Systematically gathers and analyses all relevant information and evaluates options to make decisions Uses problem solving techniques to identify and analyse issues
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBLIB513 Monitor compliance with copyright and licence requirements.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS503 Monitor compliance with copyright and licence requirements

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

monitor compliance with copyright legislation on at least two occasions

monitor licenses for digital rights management on at least two occasions

assess risks associated with donated and culturally sensitive material on at least two occasions.

In the course of the above, the candidate must:

source information about copyright relevant to a range of organisations

refer to policies, procedures and licences to ensure compliance with legislation

identify procedures to minimise risk of infringements of copyright and licence conditions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

copyright and licensing laws and regulations relating to an organisation

key aspects of licensing and role of collecting societies

features of open source copyright licences

organisational policies, protocols and procedures on copyright, licences and digital rights management

rights of copyright owners, including digital rights management

relevant sources of information and advice on copyright

protocols for handling donated and culturally sensitive material.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to copyright

organisational policies and procedures relevant to performance evidence

agreements and licences.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS504 Maintain digital repositories

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to populate and manage digital collections of information resources.

The unit applies to individuals, working autonomously within established guidelines, with significant technical skills and knowledge in using, maintaining, improving and describing content and context of digital collections according to organisational and system guidelines.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Maintain knowledge of digital repositories	1.1 Research information sources and determine types and functions of digital repositories 1.2 Review organisational procedures on digital repositories and confirm consistency with organisational policies 1.3 Identify external standards and requirements relevant to preservation and copyright of digital repositories
2. Manage resources for digital repositories	2.1 Locate and verify resources to add to the digital repository 2.2 Add resources to the digital repository using relevant software applications and equipment 2.3 Maintain digital resources and confirm access and integrity 2.4 Remove or modify resources from the digital repository, where required, according to organisational policies and procedures
3. Manage metadata for digital repositories	3.1 Create descriptive, technical and administrative metadata for digital repository resources according to organisational policies and procedures 3.2 Maintain and enhance digital repository metadata according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and critically analyses complex text to appropriately apply material to new or existing resources and distinguishes significant information from minor references
Writing	Provides clarity of meaning to directive and instructional text, and conveys detailed, accurate and concise descriptions of complex data
Oral Communication	Uses clear and specific language to convey technical and complex information and instructions to colleagues
Numeracy	Correctly interprets and provides numerical information embedded in complex information sources
Planning and organising	Accepts responsibility for planning, prioritising and sequencing complex tasks and workload
Teamwork	Collaborates with others and shares information to optimise efficiency of operations
Technology	Uses features of digital tools to complete complex tasks

Unit Mapping Information

Supersedes and is equivalent to BSBLIB506 Maintain digital repositories.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS504 Maintain digital repositories

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

add to digital repository according to standards and organisational policies and procedures on at least two occasions

create metadata on at least two occasions.

In the course of the above, the candidate must:

add to, modify or remove resources from digital repositories using standards and organisational policies and procedures, and ensure access and integrity

create and edit metadata for digital repository resources

modify resource in digital repository according to standards and organisational policies and procedures

remove resource from digital repository according to standards and organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

access and preservation standards for digitisation

copyright, moral rights, digital rights management and intellectual property issues and legislation that impact digital repositories

common digital file formats

digital preservation techniques

information management principles for description and access

current trends in digital repositories

reference metadata standards and systems used in the industry institutions, including:

Resource Description and Analysis (RDA)

Australian Government Location Service (AGLS)

Dublin Core

Machine Readable Cataloguing (MARC) and MARC21

organisational policies and procedures regarding digital repositories.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

industry-current systems and technologies for digital repositories relevant to performance evidence

organisational policies, procedures and metadata standards.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS505 Provide subject access and classify material

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to analyse and classify complex material through the application of bibliographic organisation methods and the ability to use interpretation and judgement to deviate from precedents where necessary.

The unit applies to information services professionals with highly developed technical skills who work autonomously to facilitate customer access to information.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Analyse and create subject headings	1.1 Analyse subject content of material using knowledge of general concepts and principles of bibliographic control, relevant standards and customer needs 1.2 Identify and select subject headings according to relevant standards 1.3 Construct sufficient headings to enhance access to information using standards and authorities lists 1.4 Consult with relevant stakeholders to determine systematic and reasonable approaches to cataloguing complex material
2. Classify material	2.1 Use chosen classification systems to reflect knowledge of principles of organisation 2.2 Select a classification number consistent with classification system that reflects understanding of subject content and provides ready access for relevant stakeholders 2.3 Check catalogues for previously assigned classification numbers for similar items
3. Facilitate continuous improvement of classification and assignment skills	3.1 Maintain and apply knowledge of changes in classification and assignment practices to enhance classification consistency and quality 3.2 Consult with colleagues regarding issues with classification and assignment system operations or procedures and take relevant action 3.3 Report on action taken to rectify issues with classification and assignment system 3.4 Comply with relevant classification and assignment practice standards

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Organises, analyses, evaluates and applies content from a range of structurally complex texts
Writing	Utilises sophisticated writing skills to summarise information from multiple sources and express precise meaning appropriate to audience and context
Oral Communication	Employs active listening skills to ensure understanding and expresses ideas and concepts in a manner and form appropriate to the audience
Numeracy	Identifies and comprehends relevant mathematical information in familiar activities or texts
Initiative and enterprise	Seeks to improve policies and procedures to better meet organisational goals Contributes to continuous improvement of current work practices by applying basic principles of analytical and lateral thinking
Teamwork	Collaborates and cooperates with others to achieve joint outcomes
Planning and organising	Plans, organises and implements work activities in line with organisational policies and procedures, and legislative requirements
Problem solving	Applies analytical processes to resolve technical or conceptual problems
Technology	Uses main features and functions of digital tools to classify material and complete other work tasks

Unit Mapping Information

Supersedes and is equivalent to BSBLIB509 Provide subject access and classify material.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS505 Provide subject access and classify material

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

construct subject access points, accurately classify material, and review classification process on at least six occasions.

In the course of the above, the candidate must:

analyse subject content for subject heading and classification purposes

maintain and apply knowledge of record components

demonstrate a collaborative approach to resolving complex problems

demonstrate use of current industry subject heading and classification systems.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

purpose and function of various classification tools

classification schemes relevant to work context

subject access and control of methods, including:

authority control procedures

subject headings lists

thesauruses

procedures for the application of authority systems and files

methods of modifying and upgrading records to suit relevant stakeholder needs, including:

additional access points

establishing new authorities

current industry trends relating to classification processes

relevant standards.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational cataloguing standards, policies and procedures

current industry cataloguing and classification tools, equipment, materials and industry software packages relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS506 Implement lending and borrowing processes for collections

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish and implement procedures for lending and borrowing collection material in library and information services environments.

The unit applies to individuals who possess specialised knowledge, have a degree of autonomy and are responsible for protecting the integrity of collection material.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review procedures for lending and borrowing collection material	1.1 Confirm conditions and criteria for lending and borrowing collection material 1.2 Identify responsibility in relation to lending and borrowing collection material 1.3 Verify lending and borrowing procedures with relevant stakeholders
2. Negotiate lending and borrowing of collection material	2.1 Conduct negotiations with lenders and borrowers according to procedures according to organisational policies and procedures 2.2 Confirm loan or borrowing conditions and costs, and assess whether these can be met 2.3 Assess risks for the organisation associated with lending or borrowing transactions and action accordingly 2.4 Complete and review written agreements ensuring consistency in negotiations and procedures 2.5 Arrange for execution of written agreements by relevant parties 2.6 Complete organisational records consistent with procedures
3. Manage operations	3.1 Instigate operational arrangements for lending and borrowing to proceed 3.2 Monitor operations and confirm lending and borrowing of collection material proceeds according to plan 3.3 Review lending and borrowing procedures on a regular basis and improve own performance, as required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets workplace documentation and applies rules to borrowing transactions Checks prepared documentation for compliance with agreed terms and organisational procedures
Writing	Develops written agreements consistent with agreed outcomes and procedures Accurately maintains workplace records in line with organisational requirements
Oral Communication	Participates in verbal exchanges of ideas and elicits views and opinions of others by listening and questioning Uses clear language to contribute information and express requirements
Numeracy	Determines and monitors borrowing and lending costs and transactions in line with organisational procedures
Teamwork	Works independently and collectively in making decisions to achieve organisation outcomes
Self-management	Takes responsibility for managing organisational procedures and systems relevant to own role Takes responsibility for planning and organising own workload, and considers how to link with the work of others
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBLIB501 Manage lending and borrowing processes for collections.

Supersedes but is not equivalent to:

BSBLIB401 Record and maintain collection information

BSBLIB502 Manage the development of collections.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS506 Implement lending and borrowing processes for collections

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement lending and borrowing procedures for materials collection on at least two occasions.

In the course of the above, the candidate must:

review procedures for lending and borrowing collection material

work cooperatively with others involved in lending and borrowing collection material.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key procedures and practices for lending and borrowing collection material, both for specific items and whole collections

legal, ethical and financial requirements for lending and borrowing collection material

cultural protocols for lending and borrowing collection material, including those associated with Aboriginal or Torres Strait Islander cultural material

purpose of subject matter expertise relevant to the work context

key sources for lending and borrowing collection material in a given work context

key aspects of resources for lending and borrowing collection material.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures

a collection, for which procedures for lending and borrowing collection materials may be reviewed.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS507 Use advanced functions of integrated library management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to use and evaluate the functionality of integrated library management systems (ILMS) at an advanced level and to analyse the interrelated functions of an ILMS.

The unit applies to individuals working autonomously, within established policies and procedures, in functional areas of libraries. In some contexts, work may involve supervisory or team leader roles.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Extend expertise in use of ILMS	1.1 Maintain currency of knowledge of basic functions and interrelation of different modules of an ILMS 1.2 Provide information to stakeholders regarding online catalogue and circulation systems
2. Use advanced features of ILMS and assist customers	2.1 Use advanced search features of online catalogues to locate information resources for relevant stakeholders 2.2 Use advanced circulation system functionality to resolve complex borrower problems and complaints 2.3 Provide information to relevant stakeholders regarding range of services that may incur costs 2.4 Inform relevant stakeholders of costs of services and refer complex customer transactions to relevant specialist
3. Use advanced ILMS functions for collection management	3.1 Order and receive library resources using acquisitions systems and procedures 3.2 Create reports using information from different modules
4. Evaluate functionality of ILMS	4.1 Evaluate functions of existing ILMS in relation to relevant stakeholder and organisational needs 4.2 Source and review information on current industry trends in relation to ILMS, including potential new systems, upgrades or add-ons 4.3 Consult with relevant personnel and make recommendations regarding improvements to ILMS

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Critically organises, analyses, evaluates and applies content from a range of structurally complex texts
Writing	Accurately records information and completes documentation using required format, terminology and conventions specific to organisational requirements
Oral Communication	Employs active listening skills to ensure understanding and expresses ideas and concepts in a manner and form appropriate to the audience
Initiative and enterprise	Seeks to improve policies and procedures to better meet organisational goals
Self-management	Takes responsibility for following organisational policies and procedures
Planning and organising	Plans and sequences complex activities, monitors implementation and manages relevant communication
Problem solving	Applies systematic and analytical decision-making processes for complex situations Uses problem-solving techniques to identify and analyse issues, to generate possible solutions, seeking input from others, as required
Teamwork	Adapts personal communication style to build a positive working relationship, and shows respect for opinions, values and specific needs of others
Technology	Utilises features of digital tools to complete complex tasks

Unit Mapping Information

Supersedes and is equivalent to BSBLIB510 Use and monitor advanced functions of integrated library management systems.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS507 Use advanced functions of integrated library management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

source and evaluate information regarding two current industry trends in relation to integrated library management systems (ILMS) on at least two occasions

use basic and advanced features of an ILMS to locate information resources for customers on at least three occasions

evaluate functionality of an ILMS and make recommendations for improvements on one occasion.

In the course of the above, the candidate must:

conduct basic and advanced online catalogue searches

provide information to customers in a manner consistent with organisational policies and procedures

create records in an ILMS.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

basic operation of automated library management systems (ILMS), including interrelation between cataloguing, circulation, online catalogue and acquisitions modules

basic and advanced features of automated library management systems, including customer self-service systems and associated technologies

implications of relevant workplace policies, procedures and costs in relation to lending and circulation services

procedures for handling money and security

best practice customer service policies and procedures

impact of relevant legislation on provision of library and information services.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures manuals relevant to performance evidence

current industry systems, equipment, tools, materials and industry software packages relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS508 Research and analyse information to meet library customer needs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to provide customers with access to, and an analysis of, diverse and complex sources of information.

The unit applies to individuals working in public, corporate or institutional libraries, record management units, government departments, tourist information centres, community advisory organisations or other library and information services contexts. These individuals respond to complex information needs, working autonomously and consulting relevant stakeholders.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Analyse information needs	1.1 Determine information requirement with reference to relevant documentation or information from customers 1.2 Conduct reference interviews with customers to determine specific information needs, including level, type and amount of information required 1.3 Confirm complexity of customers’ required information 1.4 Formulate complex search strategies 1.5 Identify and assess customer expectations in relation to available resources and likely constraints 1.6 Advise customers of likely outcomes of information search and possible delivery options 1.7 Review and revise search terms or topics in consultation with customers
2. Implement search strategies	2.1 Consider access to information sources when evaluating different search strategies 2.2 Select and prioritise information sources 2.3 Evaluate and select logical and reasonable strategies to locate difficult to find information 2.4 Consult with relevant stakeholders, where required, to identify information sources 2.5 Use advanced search techniques to locate relevant information 2.6 Assist customers to participate in search processes through practical demonstration of information-seeking skills
3. Review quality of customer service	3.1 Check information collected for its validity, reliability and suitability in relation to customer requirements and expectations 3.2 Communicate with customers regarding problems, difficulties, suitable alternatives and followup requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Critically organises, evaluates and applies content from a range of structurally complex texts
Writing	Prepares documentation and correspondence using clear language and correct spelling and terminology
Oral Communication	Participates in verbal exchanges using active listening and questioning to clarify information Clearly explains detailed information using language, tone and pace appropriate to audience
Self-management	Takes personal responsibility for following explicit and implicit policies, procedures and regulatory requirements
Planning and organising	Sequences and schedules complex activities, monitors implementation and manages relevant communication
Problem solving	Approaches decision-making in diverse ways involving others when appropriate and making unilateral decisions when required
Technology	Utilises features of digital tools to complete complex tasks Uses digital tools safely, legally and ethically when gathering, storing, accessing or sharing information

Unit Mapping Information

Supersedes and is equivalent to BSBLIB511 Research and analyse information to meet customer needs.

Supersedes but is not equivalent to BSBCUE405 Survey stakeholders to gather and record information.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS508 Research and analyse information to meet library customer needs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

provide service to six customers, including:

analysing customer needs

implementing location strategy

reviewing quality of service.

In the course of the above, the candidate must:

conduct reference interview

analyse information to ensure suitability to meet customer needs

apply knowledge of the organisation’s reference, research and general collections

apply knowledge of types and scope of databases and other accessible reference tools

demonstrate effective interviewing, communication and negotiation with customers about information needs

use a range of information sources and tools.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope and range of information sources available

techniques for searching and retrieving information from a range of sources

strategies for obtaining information from external agencies or specialist organisations

range of available delivery options for presentation of information resources

legal considerations relating to accessing information sources

protocols associated with culturally sensitive material, including Aboriginal or Torres Strait Islander cultural material.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures documents relevant to performance evidence

a range of information sources and information systems

special purpose tools, equipment, materials and industry software packages relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS509 Promote literature and reading

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to research and implement strategies that encourage and enhance literature and reading in a wide variety of contexts. Particular emphasis is on improving the literacy of customers by creating environments that provide access to relevant and attractive reading material in a variety of formats to suit a range of ages, reading levels and needs.

The unit applies to individuals responsible for promoting literature and reading to clients as a way of meeting their needs. It applies in many industries, including libraries, information and cultural services, community services and health. Work is undertaken with limited supervision according to organisational guidelines.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Maintain knowledge about literature and reading	1.1 Research promotion of literature and reading, and research its importance to society 1.2 Recognise reading levels and interests of various customer groups 1.3 Source reviews about relevant literature from a range of sources 1.4 Identify classification systems and shelving options for literary works and literary information for a range of formats 1.5 Update own knowledge of a broad range of literary works, publishing trends and formats 1.6 Share information collected on literary works, trends and formats with colleagues
2. Implement a range of strategies to promote literature and reading	2.1 Research methods used to organise and access literature collections 2.2 Develop own strategies to promote literature and reading and use current or emerging technologies 2.3 Interview and provide advice to customers to meet their literature and reading needs 2.4 Source information from a variety of sources to meet customer literature requests 2.5 Identify and assess strategies used by organisations to promote reading, and adapt as required for the organisation
3. Monitor and evaluate effectiveness of strategies to promote literature and reading	3.1 Monitor feedback of strategies implemented to promote literature and reading 3.2 Suggest methods to determine the effectiveness of strategies used to promote literature and reading 3.3 Recommend changes to strategies in response to evaluation of feedback

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Writing	Uses written text to develop hypotheses, explore complex issues, plan and problem-solve, as well as a functional tool to maintain records, share information and provide advice
Oral Communication	Utilises a range of oral structures to convey precise meaning Adapts language to audience, context and purpose
Initiative and enterprise	Seeks to improve policies and procedures to better meet organisational goals Uses analytical and lateral thinking to review current practices and develop new or improved processes, models and services
Teamwork	Cooperates with others and contributes to work practices where joint outcomes are expected
Technology	Uses a range of digitally based technology and applications to access and filter data, and then extract, organise, integrate and share relevant information
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBLIB507 Promote literature and reading.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS509 Promote literature and reading

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions interview and provide advice to customers to meet their literature and reading needs.

In the course of the above, the candidate must:

develop, implement and evaluate strategies to promote literature and reading

meet customer literature requests

promote use of an organisation’s collections and resources

share information collected on literature, trends and formats with colleagues

monitor and evaluate effectiveness of strategies to promote literature and reading.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

concepts of literacy and literature and the role organisations play in promoting reading

scope and arrangement of literature collections in libraries and related organisations

relevant literature information sources located in publications, including:

blogs

catalogues

databases

websites

key methods for arranging literature collections

literature requests and strategies for answering requests

literature reference resources and common application of each

common categories and genres into which literature is divided.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

special purpose tools, equipment, materials and industry software packages relevant to performance evidence

literature reference tools and resources

current industry systems to research information on literature

information about current and emerging technologies to promote literature.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS510 Develop community and stakeholder relationships in a library environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and maintain relationships with people and organisations in local communities through regular and ongoing consultation to maintain the quality of service provision.

The unit applies to individuals who work in a library or where there is a need for a proactive approach to establishing and building networks and relationships between organisations and stakeholders and who operate autonomously, often with managerial responsibility.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan stakeholder consultation	1.1 Review and assess current and potential stakeholders and determine needs, interests, priorities and trends, in consultation with colleagues 1.2 Identify relevant stakeholders and methods to establish and maintain contact 1.3 Research and maintain a collection of current relevant information on stakeholders 1.4 Check organisational plans for relevant reference to stakeholder interaction 1.5 Confirm that planning process takes account of relevant internal and external factors
2. Establish stakeholder relationships	2.1 Identify and assess a range of strategies to facilitate relationships between stakeholders and own organisation 2.2 Implement strategies and establish productive relationships with stakeholders 2.3 Determine purpose and parameters of specific consultations, and brief participants accordingly 2.4 Integrate information from stakeholder consultations into organisational planning and share with relevant colleagues 2.5 Monitor, evaluate, and continuously improve stakeholder relationships
3. Represent organisation to local community	3.1 Communicate organisational role accurately, confidently and clearly to promote stakeholder awareness 3.2 Promote organisation to relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses complex documents making connections to inform planning and strategy
Writing	Employs appropriate vocabulary and tone to effectively communicate to different audiences Uses appropriate forms and conventions to convey information clearly
Oral Communication	Articulates clearly and persuasively, listening to opinions of others and altering responses accordingly Participates in a verbal exchange of ideas and uses detailed, clear language to clarify and present information according to requirements and audience
Self-management	Works independently and collectively in making decisions to achieve organisational outcomes
Teamwork	Plays a lead role in collaborating, consulting and cooperating with stakeholders to promote an understanding of the organisation’s role
Initiative and enterprise	Seeks to improve policies and procedures relevant to own role to better meet organisational goals
Planning and organising	Plans, organises, implements and reviews systems and processes for effective engagement with stakeholders
Problem solving	Uses problem-solving techniques to identify and analyse issues Uses analytical and lateral thinking to identify opportunities to engage with and maximise involvement of stakeholders
Technology	Uses main features and functions of digital tools to complete work tasks

Unit Mapping Information

Supersedes and is equivalent to BSBLIB512 Develop and maintain community and stakeholder relationships.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS510 Develop community and stakeholder relationships in a library environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

establish and maintain relationships with three different stakeholder groups in a library environment.

In the course of the above, the candidate must:

facilitate effective consultation with a broad range of stakeholders relevant to the industry.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

promotion, advocacy and networks in libraries

stakeholder groups, including special needs and cultural considerations

key features, costs and benefits of different consultation mechanisms

networking techniques and strategies

relevant organisational policies and procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

strategic plans and relevant policies and procedures manuals

resources to implement consultation processes

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS511 Develop and promote library activities, events and public programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan, develop and promote activities, events and public programs for different customer groups.

The unit applies to individuals who work in a broad range of industry contexts and who focus on short-term planning and promotion of an activity, event or public program, and may have responsibility for the work outcomes of others.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish scope of public programs	1.1 Identify activities, events or public programs that meet current or future organisational requirements and policies 1.2 Assess external influences that may impact development of programs 1.3 Research customer needs and wider community needs 1.4 Establish educational, interpretive and commercial objectives in consultation with relevant stakeholders
2. Develop concepts for public programs	2.1 Develop and document concepts for storylines, interpretive messages and themes 2.2 Integrate cultural and environmental protocols into concept development 2.3 Identify and use specialists, as required 2.4 Prepare and present proposals for approval consistent with organisational procedures
3. Prepare to stage activities, events and public programs	3.1 Obtain resources required to complete activity, event or public program 3.2 Prepare timeframes with relevant parties, and take steps to coordinate with other activities 3.3 Confirm facilities are capable of delivering activities to the specified range of users, and provide a suitable and safe environment 3.4 Confirm suitable resources are available to operate the required facilities 3.5 Undertake risk audits, including copyright issues, and take action according to organisational policies and procedures 3.6 Identify trends in libraries and methods of online promotion
4. Organise publicity	4.1 Identify suitability of existing promotional materials for activities, events and public programs and audience 4.2 Contribute to development of strategies that target audiences according to organisational policies and procedures 4.3 Confirm material contains valid and reliable information
5. Evaluate programs	5.1 Collect and provide feedback from, and to, relevant stakeholders 5.2 Modify activities according to feedback received and use feedback to inform future development 5.3 Establish and implement ongoing review mechanisms for continuous improvement of programs

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Recognises and interprets different texts that meet requirements of the organisation
Writing	Prepares specific information which conveys an understanding of outcomes and alternatives, and uses terminology appropriate to present to relevant personnel
Oral Communication	Participates in a verbal exchange of ideas and uses detailed and clear language to clarify and present information according to requirements and audience
Numeracy	Uses basic mathematical calculations to allocate and track resources to meet requirements within a set timeframe
Self-management	Takes full responsibility for following policies and procedures Accepts responsibility for risk management, applying problem solving processes to determine solutions
Problem solving	Uses problem solving techniques to identify and analyse issues
Teamwork	Collaborates and cooperates with others to achieve joint outcomes
Organising and planning	Accepts responsibility for planning and sequencing complex tasks and workload, negotiating key aspects with others taking into account capabilities, efficiencies and effectiveness
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBLIB503 Develop and promote activities, events and public programs.

Supersedes but is not equivalent to:

BSBEDU305 Assist with international education events and programs

BSBLIB504 Develop exhibition concepts.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS511 Develop and promote library activities, events and public programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on two occasions research, plan, develop and promote an activity, event, or public program that is part of a wider public program promoted through libraries.

In the course of the above, the candidate must:

conduct and evaluate effectiveness of activities, events or public programs.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

typical policies, procedures and practices relating to provision of activities, events and public programs

sustainable practice and its relevance to development of public programs

relevant sources of advice and specialist assistance for activity development

techniques for planning and scheduling activities, events and public programs

key resources for planning, promoting, delivering and evaluating activities, events and public programs

cultural protocols to be observed in developing programs, including those relating to Aboriginal or Torres Strait Islander contexts

copyright, moral rights, privacy and intellectual property issues and legislation that impact development of activities, including those relevant to Aboriginal and Torres Strait Islander cultures, child protection and trade practices.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational documentation, equipment and resources relevant to the activity, event or public program

realistic workplace constraints, such as:

budget

space limitations

resource constraints

availability of staff.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS512 Monitor business records systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to set up the operational frameworks for the creation, capture and use of records and to monitor and review these frameworks and activities within an organisation.

The unit applies to individuals who work closely with other staff members in an organisation and may also have a degree of individual responsibility and autonomy. They use a range of organisational, analytical and managerial techniques to perform their work in business and records systems or in specialist information management environments, such as archives.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify requirements or modifications	1.1 Identify and document core business, supporting activities, resources, business and social context, using observation and consultation 1.2 Identify organisational functions and activities for which records must be kept 1.3 Identify security and access requirements for records system content from analysis of organisation’s activities 1.4 Analyse organisational reporting and accountability requirements in the context of the business documentation
2. Develop information management system	2.1 Select or develop a metadata standard to be applied to all records as they are captured into the records management system 2.2 Specify technological, internal controls, maintenance, disposal and updating requirements of prospective records system according to scale and nature of business operations 2.3 Select cost structure for business or records systems relevant to size, nature, and organisational cash flow requirements
3. Develop an implementation plan	3.1 Identify and document information management responsibilities of individual personnel or organisational units 3.2 Develop measurable performance indicators for information management activities 3.3 Contribute to the development of policies and procedures for capturing and controlling records 3.4 Communicate implementation plan to users of the system and other relevant organisational staff
4. Monitor and review business or records system	4.1 Monitor records system and notify staff according to implementation plan 4.2 Record details of variation from implementation plan 4.3 Provide required reports to relevant authority relating to use and maintenance of records 4.4 Designate responsibilities to staff for record creation and capture activities in accordance with organisational policies and procedures
5. Review and respond to problems and changes	5.1 Use monitoring reports and external events to identify any issues that require a systemic response 5.2 Make recommendations for revisions to systems, procedures, and strategic plans in response to identified issues 5.3 Make and review amendments to system and implementation plan, where required 5.4 Prepare recommendations for system amendments, planning and implementation 5.5 Authorise procedures for using the business or records systems, and for any subsequent amendments to the procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates and interprets information from a range of relevant sources and identifies relevant and key information
Writing	Creates documents to convey information and instructions using language and format appropriate to text and audience
Oral Communication	Uses active listening and questioning techniques to confirm and clarify information Communicates using words and non-verbal features appropriate to the audience and context
Numeracy	Interprets, compares and contrasts numerical data to determine needs Uses numerical systems associated with record storage systems
Planning and organising	Uses understanding of organisational requirements in planning an appropriate information management system Sequences and schedules tasks required to achieve outcomes and manages relevant communication
Technology	Uses digital systems to develop and monitor business records system

Unit Mapping Information

Supersedes and is equivalent to BSBRKG502 Manage and monitor business or records systems.

Supersedes but is not equivalent to:

BSBRKG505 Document or reconstruct a business or records system

BSBRKG604 Determine security and access rules and procedures.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS512 Monitor business records systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, implement and review one records system for an organisation or work area.

In the course of the above, the candidate must:

identify the requirement for a business records system

document the steps used to determine the criteria for a records system appropriate to the organisation’s business functions and reporting requirements

develop an implementation plan.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key principles and processes of records management and records management systems

internal controls required of the business or records system

key characteristics of the organisational functions, structure and culture relevant to implementation of records system

organisational policies and procedures relevant to performance evidence

common problems relating to business records systems that require a systemic response.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS513 Contribute to records management framework

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to define, identify and contribute to the information management framework for an organisation or business unit at functional level.

The unit applies to individuals who use analytical skills and specialist knowledge of information management systems and business areas to develop frameworks to support business operations. The individual may have responsibility for a team or sole responsibility for their work within the business system.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish regulatory and social environment	1.1 Identify and document legal and regulatory framework for the organisation according to industry standards 1.2 Analyse and document relevant information management legislation requirements 1.3 Review documentation of organisational functions for compliance, accountability, objectives and sustainability 1.4 Analyse broad social context in which the organisation operates and determine community expectations
2. Identify records management areas of risk and update strategy	2.1 Review and update organisation’s risk analyses and identify implications for record creation and retention 2.2 Identify and document the risks and liabilities that records management frameworks are required to reduce
3. Identify records management requirements for each business function	3.1 Identify and analyse risks, liabilities and regulatory requirements for each business function 3.2 Document and communicate determined record requirements for each business function 3.3 Create and maintain guidelines to assist organisation employees to create, capture and maintain required records
4. Assist in establishing records management framework for organisation	4.1 Develop and communicate an overview of responsibilities for information management within the organisation 4.2 Define records management responsibilities for each business function 4.3 Define relevant stakeholders’ responsibilities according to regulatory requirements and organisational policies and procedures 4.4 Integrate identified risks and liabilities managed by information management with the definition of responsibilities for each function 4.5 Communicate documented framework including areas of risk, regulatory requirements, records requirements and responsibilities for information management review and endorsement, to relevant stakeholders 4.6 Assist in the development of a review process and charge relevant stakeholders with maintaining the currency of the organisation’s information management framework

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Researches, analyses and evaluates information from a range of complex texts against specific requirements to determine organisational needs
Writing	Prepares logically structured documentation that integrates complex concepts, processes and relationships and meets required organisation practice and standards Uses clear language and terminology to effectively convey information appropriate for purpose and audience
Oral Communication	Presents information using language and non-verbal features appropriate to audience Uses listening and questioning skills to clarify information and confirm understanding
Planning and organising	Develops plans to manage complex, non-routine tasks with an awareness of how they contribute to the overall organisation
Problem solving	Recognises and addresses unfamiliar problems of increasing complexity within own scope
Technology	Understands the uses of digital tools and technologies in the information management process

Unit Mapping Information

Supersedes and is equivalent to BSBRKG601 Define recordkeeping framework.

Supersedes but is not equivalent to:

BSBRKG506 Develop and maintain terminology and classification schemes

BSBRKG605 Determine records requirements to document a function

BSBRKG607 Document and monitor the record creating context

BSBRKG608 Plan management of records over time.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS513 Contribute to records management framework

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

define, identify and contribute to the records management framework for an organisation or work area.

In the course of the above, the candidate must:

analyse information from a range of sources to identify how records management framework can address compliance requirements, risks and liabilities arising from:

legislation and regulations that apply to the organisation

social context

business functions within the organisation

assist the development and implementation of a framework for records management to meet the identified issues and needs including:

rights, responsibilities, accountabilities and authorities

specific records and evidence to be kept

technologies, standards and processes for records management

contribute to processes and responsibilities for management and review of the records management framework.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, regulations and standards applicable to the organisation

key principles and processes of records management

organisational business functions, structure and culture related to records management

relevant industry standards.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to records management

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS514 Contribute to records retention and disposal schedule

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to determine and document retention periods and disposal actions for existing and future records created, received and maintained by an organisation in the course of business.

The unit applies to individuals who use analytical skills and specialist knowledge of information management systems and business areas to support organisational operations. The individual may have responsibility for a team or sole responsibility for their work within the business system.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Analyse information management requirements	1.1 Research and analyse information management environment and legal, business and societal context for the organisation 1.2 Establish and document organisation’s relevant accountability and information requirements 1.3 Analyse a range of documentation sources, and identify existing relevant information management requirements 1.4 Review and update risk analysis for the organisation, as required, in accordance with relevant standards 1.5 Research and analyse usage patterns of existing records to identify users, and periods and purposes of use 1.6 Consult and document user views on their needs and accessibility of the records 1.7 Update and document relevant information management requirements according to review analysis and consultation of users
2. Identify required disposal status of records	2.1 Identify and review the organisation’s business processes from existing functional analyses or consult relevant stakeholders 2.2 Establish relevant information management activities in the functional analysis 2.3 Develop and document disposal classes according to the boundaries of the transactions and activities which make up the organisation’s processes 2.4 Develop disposal status and retention periods for each disposal class from an analysis of relevant documentation sources, legal requirements, access classifications, user consultation and review of risk analysis 2.5 Review disposal status and retention periods for each disposal class in relation to the relevant use of the records, the relationship with other organisational activities, and other relevant requirements 2.6 Describe disposal actions for each disposal class in the relevant documentation
3. Document disposal status and retention periods	3.1 Test and confirm retention and disposal documentation contains details of business activities, records classes, and required disposal actions 3.2 Identify and assign responsibility for implementing disposal actions for records from retention and disposal documentation 3.3 Describe disposal class and status, and disposal actions in the approved retention and disposal documentation 3.4 Compile and retain documentation of the analysis and related information with the approved retention and disposal documentation 3.5 Submit retention and disposal documentation for approval to relevant individual or body

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Critically analyses documentation from a variety of sources to identify specific criteria and consolidates information to determine requirements
Writing	Uses language, concepts, formatting and terminology appropriate to organisation and purpose to convey explicit information
Oral Communication	Uses active listening and questioning techniques to obtain and clarify information from record users
Numeracy	Performs mathematical calculations to analyse usage data and to interpret patterns and trends Measures periods of time by performing basic mathematical calculations
Self-management	Monitors adherence to organisational policies, standards, and all legislative and regulatory requirements Considers own role in terms of its contribution to broader goals of the work environment
Planning and organising	Develops plans to manage relatively complex, non-routine tasks with an awareness of how they may contribute to longer term operational and strategic goals
Problem solving	Recognises and addresses some unfamiliar problems of increasing complexity within own scope
Technology	Uses digital tools and technologies in the information management process

Unit Mapping Information

Supersedes and is equivalent to BSBRKG606 Design a records retention and disposal schedule.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS514 Contribute to records retention and disposal schedule

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

research records created by an organisation and create a detailed retention and disposal schedule within legislative and organisational parameters that includes disposal classes applying to at least three organisational functions.

In the course of the above, the candidate must:

work closely with record creators and users to determine their needs and access requirements

complete documentation for submission to the relevant authority for approval.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, regulations and standards that affect information management systems

relevant organisational, jurisdictional and subsidiary functions, activities, structure, policies, strategies and processes

risk analysis applied to records systems

key aspects of disposal actions and the circumstances in which each could be used

key principles and processes of records management and records management systems.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to records retention and disposal

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS515 Participate in archiving activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to participate in analysis of archiving requirements, surveying, arranging, and describing collections and storing and using archives.

The unit applies to individuals involved in archiving roles in an organisation with archiving requirements, working autonomously but in consultation with other colleagues and wider stakeholders.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Select and acquire archival material	1.1 Analyse organisation’s functions and requirement for archiving according to legislation, regulations and organisational policies and procedures 1.2 Identify materials required for archiving according to analysis 1.3 Consult with relevant stakeholders and identify research value and access requirements 1.4 Collect relevant materials
2. Control the collection	2.1 Survey the received material 2.2 Describe and document context, size, scope and format of collected materials 2.3 Document access restrictions and requirements according to legislation, regulations and organisational policies and procedures 2.4 Allocate appropriate storage for the material
3. Arrange and describe collection	3.1 Identify original order and arrangement of materials 3.2 Sort and arrange material into original order, where required 3.3 Identify relevant standards applicable to collection 3.4 Describe materials in collection management system 3.5 Create and document series and sub series and list items according to relevant standards and organisational policies and procedures 3.6 Develop finding aid for archival material according to relevant standards and organisational policies and procedures
4. Store archives	4.1 Determine whether archives are to be stored in an organisation or external facility 4.2 Ensure facility provisions and characteristics are adequate and of archival standard and that security procedures are in place and implemented
5. Use archives	5.1 Identify methods to provide access to the collection 5.2 Develop procedures for identifying, requesting and returning archives from and to storage 5.3 Ensure records are searchable and retrievable 5.4 Provide a suitable secure environment in which archives may be examined according to established procedures 5.5 Ensure that archives are in secure custody at all times 5.6 Ensure access restrictions are applied when archival material is provided to users
6. Participate in preservation activities	6.1 Use elements of preservation practices and conservation treatments for physical part of the collection 6.2 Describe steps in planning for disasters, and implement steps, where required 6.3 Identify and use key concepts and steps in digital preservation 6.4 Prepare and implement preservation plans for format types and or systems

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies, interprets, analyses and reviews information from a range of texts and other sources
Writing	Develops list of information management requirements in required format Inputs information to create, identify, retrieve or modify records
Oral Communication	Communicates to exchange information with others using questioning and careful listening to clarify requirements
Numeracy	Interprets and analyses numerically expressed information from records to determine their classification and management requirements
Self-management	Takes responsibility for following organisational policies and procedures
Planning and organising	Sequences and schedules tasks required to achieve outcomes according to organisational policies and procedures
Technology	Uses digital systems and tools to access, organise, analyse and display records, showing awareness of the need for data security

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS515 Participate in archiving activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

analyse archiving requirements, survey, arrange, describe, store, and use archives according to organisational policies and procedures on at least two occasions.

In the course of the above, the candidate must:

identify materials as archives according to analysis

assess size and scope of materials in archival custody

consult with relevant stakeholders.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key aspects of legislation, regulations and organisational policies and procedures relevant to archiving

required methods for describing collections

methods for analysing materials

key considerations when migrating digital records

key aspects of research value of materials.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant policies and procedures manuals and collection usage data

relevant statistical information.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS516 Undertake cataloguing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate and design systems and structures related to copy and original descriptive cataloguing; to search, retrieve and edit material from existing records and to undertake catalogue maintenance. This requires application of a sound knowledge of cataloguing standards and systems.

The unit applies to individuals in information services organisations, working according to established procedures and guidelines, with responsibility for maintaining catalogues, as well as for copy and original descriptive cataloguing.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Construct bibliographic descriptions	1.1 Identify and apply relevant standards and accepted variations when cataloguing material 1.2 Create original catalogue records for a variety of formats and check authority files following relevant standards 1.3 Confirm created records include sufficient and relevant access points for ease of retrieval by catalogue users 1.4 Construct descriptions to suit customer needs according to automated system and organisational procedures 1.5 Create item record and statement of holdings
2. Coordinate location, retrieval and transfer of bibliographic information and records	2.1 Search own cataloguing database and identify availability of existing bibliographic records for same or similar items 2.2 Search external catalogues or databases, locate suitable bibliographic records, download and create copy catalogue records in local system 2.3 Download and upload bibliographic records to local system in line with organisational techniques and procedures
3. Edit bibliographic records	3.1 Check downloaded bibliographic records for accuracy and compliance with local cataloguing procedures 3.2 Edit downloaded records according to system and organisational procedures 3.3 Add item to records and holdings statements
4. Maintain cataloguing records	4.1 Undertake relevant catalogue maintenance to preserve integrity of local database 4.2 Identify the need for authority records according to organisational policies and procedures 4.3 Consult with relevant stakeholders regarding cataloguing issues or problems and take required action

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Interprets procedures and documents to inform actions and critically analyses texts to enable completion of tasks
Writing	Translates technical information from source material into a meaningful form and communicates relationships between ideas and information in a style appropriate to audience and purpose
Oral Communication	Conveys information related to work tasks clearly and succinctly and derives relevant information through engagement with colleagues in work-related discussions
Numeracy	Extracts and applies mathematical information embedded in a range of tasks and texts
Self-management	Takes personal responsibility for following explicit and implicit policies, procedures and cataloguing standards Accepts responsibility and ownership for tasks and makes decisions on completion parameters and the need for coordination with others
Teamwork	Collaborates and cooperates with others to achieve joint outcomes
Technology	Uses a range of digitally based technologies to access, extract and share relevant information to achieve required outcomes
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes

Unit Mapping Information

BSBINS516 supersedes and is equivalent to BSBLIB403.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS516 Undertake cataloguing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

create at least three catalogue records

edit at least three catalogue records.

In the course of the above, the candidate must:

use current industry systems

complete activities according to organisation policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

reference cataloguing standards and systems according to organisation policies and procedures

commonly used automated cataloguing systems and shared cataloguing networks

frequently occurring cataloguing problems

principles of bibliographic description and access

methods of preparing original and copy cataloguing records

procedures for maintaining cataloguing records

key aspects of required digital technologies and systems.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures relevant to performance evidence

current industry cataloguing tools, systems and standards.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS601 Manage knowledge and information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and maintain information and data systems to support decision making, and to optimise the use of knowledge and learning throughout the organisation.

The unit applies to individuals who are responsible for ensuring that critical business information is readily available to review the organisation’s performance and to ensure its effective functioning. It applies to a wide range of information assets such as business performance data, customer feedback, statistical data and financial data.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Collect relevant business information	1.1 Review staff and customer feedback and business performance data 1.2 Identify, define and analyse business issues 1.3 Identify information required to reach a decision on issues 1.4 Source and collect relevant, reliable information 1.5 Confirm information is reliable and valid and reject where contradictory or ambiguous 1.6 Consult relevant stakeholders and collect and review relevant knowledge
2. Analyse information and knowledge	2.1 Create clear, relevant and consistent objectives for analysis according to organisational requirements 2.2 Identify and interpret patterns and emerging trends according to organisational requirements 2.3 Use and interpret statistical analyses, where required 2.4 Use sensitivity analysis on relevant options 2.5 Document approach to analysis of information and knowledge and conclusions drawn 2.6 Adjust information and knowledge management decision support systems, where required
3. Decide rectification for business issues	3.1 Confirm sufficient valid and reliable information is available to support decisions 3.2 Use risk management plans to determine acceptable courses of action 3.3 Use relevant quantitative methods to assist decision making 3.4 Consult specialists and other relevant stakeholders 3.5 Make decisions and confirm decisions are consistent with organisational objectives, values and standards
4. Distribute information to the organisation	4.1 Confirm information requirements are documented and according to organisational requirements 4.2 Document information and update databases 4.3 Design and test systems to meet information requirements of relevant stakeholders 4.4 Confirm information and knowledge systems are current, accurate, relevant and sufficient for relevant stakeholders 4.5 Develop communication plan 4.6 Distribute information to relevant stakeholders according to organisational policies and procedures 4.7 Monitor and update communication distribution plans 4.8 Maintain relevant knowledge and support security of information

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Organises, evaluates and critiques ideas and information from a wide range of complex texts Draws on a broad range of strategies to build and maintain understanding throughout complex texts
Writing	Generates complex written texts, demonstrating control over a broad range of writing styles and purpose Demonstrates sophisticated writing skills by selecting appropriate conventions and stylistic devices to express precise meaning
Oral Communication	Encourages discussions and applies appropriate listening and questioning techniques while consulting with others Presents complex information in formal situations using language, tone and pace appropriate for the audience and purpose
Numeracy	Uses numeracy skills to interpret complex statistical and researched information, performing calculations on data to render it usable and reportable
Self-management	Works autonomously making high level decisions to achieve and improve organisational goals
Planning and organising	Plans and manages activities with implications for the whole organisation
Initiative and enterprise	Makes high impact decisions, analysing input from a range of sources and, where appropriate, drawing on experience Explores new and innovative ideas through analysis and critical thinking
Technology	Uses digital technologies to manage knowledge and information and actively investigates new technologies for strategic and operational purposes

Unit Mapping Information

Supersedes and is equivalent to BSBINM601 Manage knowledge and information.

Supersedes but is not equivalent to:

BSBLIB505 Develop disaster management plans

BSBLIB605 Analyse and describe specialist and complex material

BSBMGT801 Direct the development of a knowledge management strategy for a business

BSBRKG603 Prepare a functional analysis for an organisation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS601 Manage knowledge and information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage knowledge and information for an organisation or work area.

In the course of the above, the candidate must:

source and analyse information for business decisions including:

identifying business problems and issues and related knowledge and data requirements

confirming the clear and relevant objectives for analysis of information

applying statistical analysis, sensitivity analysis and other techniques to draw conclusions relevant to decisions

ensuring sufficient valid and reliable information or evidence is available to support decisions

identifying and accessing sources of reliable information

using applicable technology

carrying out consultation with stakeholders and specialists

contribute information and the outcomes of analysis to decision making

distribute information to relevant stakeholders

design, test and adjust information systems to meet needs and objectives.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

existing and emerging technologies and how they can be used in knowledge and information management

statistical analysis and other quantitative methods commonly used in decision making, including:

correlation calculations

short, medium-term and long-term trend analyses

probability assessment

dynamic programming

linear programming

queuing theory

simulation

key features of management information systems and decision support systems

risk management plans and procedures for using to determine acceptable courses of action.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to managing knowledge and information

workplace documentation and resources relevant to performance evidence

relevant technology and equipment.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS602 Extend own information literacy skills to locate information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to research, analyse and communicate information, ideas and concepts at a complex level, as well as evaluate and continuously improve personal information literacy skills to optimally service requests for information from relevant stakeholders.

The unit applies to individuals operating autonomously with limited guidance from others, in any industry sector with particular relevance to those working in the library and information services sectors. It also applies to occupations required to use technology to locate information for relevant stakeholders from information sources.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Apply information literacy skills to meet needs	1.1 Identify information literacy concepts and what constitutes an information literate person 1.2 Identify exact nature and extent of information needs 1.3 Develop effective search strategies and select relevant search tools to locate information from primary, secondary and tertiary sources 1.4 Assess usefulness and relevance of information resources in relation to relevant information needs 1.5 Evaluate search results and adjust search strategies to meet information needs
2. Provide relevant stakeholders with search results	2.1 Assess search results and select relevant information to meet purpose 2.2 Compile reference lists and bibliographies of relevant information resources according to relevant referencing styles in format according to organisational policies and procedures 2.3 Select communication methods for presenting information to relevant stakeholders according to nature and purpose of requests and intended audience 2.4 Communicate with relevant stakeholders in relation to information requests according to organisational policies 2.5 Acknowledge copyright and licensing issues related to access and use of information
3. Evaluate own work and skills	3.1 Track development of own information literacy skills in relation to information literacy process 3.2 Plan and implement strategies and opportunities to support lifelong learning 3.3 Evaluate own information literacy skills against own career goals 3.4 Update knowledge of current and emerging technologies that impact information literacy skills

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates credibility and relevance of texts to meet needs Integrates prior knowledge with concepts from multiple sources and recognises distinguishing structures, layout, features and conventions of a broad range of complex text types as an aid to locating information
Writing	Utilises text type, structure and language that is accurate and effective to suit audience and need and organises content appropriate for purpose and context
Oral Communication	Utilises active listening strategies to maintain understanding and determine information requirements and conveys precise meaning when providing information
Self-management	Accepts responsibility for planning and sequencing complex tasks and workload
Problem solving	Uses problem-solving techniques to identify and analyse issues
Technology	Uses a range of digitally based technology and applications to access and filter data, and then extract, organise, integrate and share relevant information in effective ways

Unit Mapping Information

Supersedes and is equivalent to BSBLIB604 Extend own information literacy skills to locate information.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS602 Extend own information literacy skills to locate information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

select, evaluate, and present information resources to meet three workplace information needs.

In the course of the above, the candidate must:

select and refine search strategies and tools

source and present varied complex information, ideas and concepts

evaluate search results and take action to enhance final presentation to customer

implement planned strategies to develop and extend own information literacy skills

use a range of primary, secondary and tertiary sources to provide information in response to customer requests.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key concepts of information literacy

range of information sources and technologies available to meet information requirements

copyright, moral rights and intellectual property issues and legislation that impact research, use and distribution of information

information and resources available for development of information literacy skills

key principles of lifelong learning and how they relate to information literacy

role of information literacy in different occupations in relation to lifelong learning.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant tools, equipment, materials and industry software packages.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS603 Initiate and lead applied research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan, conduct and report on applied research to influence strategic practices and outcomes within an organisational context. The unit also covers constructing an applied research strategy, using a range of applied research techniques, and analysing and presenting findings.

The unit applies to leaders or managers who use applied research to enhance individual, team and organisational performance. The intended purpose and approach to applied research may vary across a range of contexts and organisations. In this unit, the focus is on applied research to attain improved organisational outcomes.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan and develop an applied research strategy	1.1 Clarify and confirm applied research purpose and requirements of relevant stakeholders 1.2 Identify policies and procedures in relation to conducting applied research 1.3 Establish methods for collecting and maintaining data in a systematic manner 1.4 Analyse factors affecting the reliability and validity of data 1.5 Review relevant research ethics and codes of conduct 1.6 Prepare applied research strategy and hypothesis 1.7 Frame a research strategy according to available tools and resources 1.8 Review and evaluate a range of applied research methods, theories and data collection techniques 1.9 Select methods to gather and analyse data according to research strategy
2. Use a range of applied research techniques	2.1 Use suitable technology and technology services to support data collection and analysis 2.2 Access sources of information and contributors relevant to the research 2.3 Confirm integrity of the data collected, and analysis tools used
3. Analyse and present findings	3.1 Evaluate how research findings such as trends and changes will impact on requirements of relevant stakeholders 3.2 Review data and research findings for accuracy of details and adherence to any legal requirements 3.3 Collate and analyse data for relevance against the original applied research strategy 3.4 Document and present research findings in a clear and logical manner consistent with stakeholder requirements 3.5 Identify the need for, and approach to, further research as required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Evaluates and reflects on the need for research to contribute to ongoing organisational improvement
Reading	Collects, analyses, compares and evaluates textual information from a range of resources to inform research strategies
Writing	Develops texts dealing with complex ideas and concepts Uses specialised and detailed language to convey explicit information, requirements and recommendations in accordance with legal, ethical and organisational requirements
Oral Communication	Uses specialised vocabulary appropriate to context and audience to discuss and confirm research requirements Applies listening and questioning techniques to check or confirm understanding
Numeracy	Applies knowledge of mathematical information to statistically analyse data and identify possible trends and confirm reliability
Self-management	Takes responsibility for determining applicable organisational policies and procedures and considering legal and ethical obligations Monitors adherence to legal and regulatory rights and responsibilities for self and others
Planning and organising	Develops plans for complex activities, regularly reviewing priorities and performance during implementation, identifying and addressing issues as they arise

Unit Mapping Information

Supersedes and is equivalent to BSBRES801 Initiate and lead applied research.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS603 Initiate and lead applied research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan, conduct and report on applied research relevant to organisational strategic practices and outcomes on at least one occasion.

In the course of the above, the candidate must:

formulate a research proposal or plan which includes:

specific research questions or hypotheses

valid population or sample size

description of the geographical, cultural, social or institutional context within which the research will be carried out

full description of the data collection methods

analysis of the limitations to research design including the reliability and validity of data

document and present research findings including analysis of data, valid and reliable findings and recommendations for further research.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational communication processes and methods

data collection and analysis methods, including the use of technology and technology services

legal requirements, policies, procedures and guidelines relating to research

common presentation techniques and reporting methods

applied research tools and methods and how they are applied

organisational policies and procedures relevant to performance evidence.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace policies and procedures relevant to performance evidence

legislation and codes of conduct relevant to research.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBINS604 Contribute to collection management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist with the selection, acquisition and evaluation of collections and resource materials, and the development of policies and procedures that guide this work.

The unit applies to individuals involved in managing collections in a library or information services context to meet stakeholder needs, working autonomously but in consultation with other colleagues and wider stakeholders.

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

Unit Sector

Technical Skills – Information Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review use of collections	1.1 Identify usage data as basis for collection policies, to reflect and predict client demands and changing needs 1.2 Conduct a community needs assessment to assist with developing collection to reflect current and future needs 1.3 Source information on current and emerging trends and formats relevant to customer needs in relation to collections
2. Apply collection strategies and policies information	2.1 Apply collection management policies in libraries and information services organisations and recommend additions to collections 2.2 Research and identify emerging trends and technologies, which impact on access to the collection 2.3 Source information about supply options for library resources 2.4 Contribute to development of collection strategies that meet organisational objectives and customer needs
3. Select and deselect materials	3.1 Source bibliographic information, format types, costs and reviews of resources from a range of sources 3.2 Assess proposals according to organisational collection management policies 3.3 Maintain processes to review collections in line with collection strategies and policies 3.4 Identify allocation funding 3.5 Follow organisational procedures for selection and deselection of resources 3.6 Participate in weeding of materials according to established policies and practices, and recommend replacement titles, where required

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Synthesises and evaluates information from a broad range of complex texts and applies this knowledge to improve work practices and collections
Writing	Summarises complex information and conveys sophisticated and original ideas appropriately for context and audience
Oral Communication	Consults and negotiates with relevant stakeholders using detailed and clear language to contribute information and articulate ideas, and elicits views and opinions of others through active listening and questioning techniques
Enterprise and initiative	Seeks to improve policies and procedures to better meet organisational goals
Teamwork	Works independently and collectively in making decisions to achieve organisational outcomes Provides feedback to others to improve workgroup performance Provides support in field of expertise to team
Planning and organising	Takes responsibility for planning, sequencing and monitoring complex tasks
Problem solving	Uses problem solving techniques to identify and analyse issues
Technology	Uses a range of digital technology and applications to access and filter data, and then extract, organise, integrate and share relevant information in effective ways

Unit Mapping Information

Supersedes and is equivalent to BSBLIB603 Contribute to collection management.

Supersedes but is not equivalent to:

BSBLIB601 Research and document collection material

BSBLIB602 Develop and monitor procedures for the movement and storage of collection material.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBINS604 Contribute to collection management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

select and deselect materials according to collection strategies and policies on at least two occasions.

In the course of the above, the candidate must:

identify usage data in relation to collection requirements

conduct community needs analysis

apply knowledge of collection strategies and policies that address requirements and constraints in specific workplace contexts

make acquisition and disposal recommendations based on policies

develop recommendations that address selection criteria for a variety of collections and formats.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

current and emerging trends in relation to library collections

collection management policies and procedures, including:

selection, acquisition and deselection processes and procedures

weeding and stocktaking procedures

information services trends and practices which impact on collection management.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures and collection usage data

statistical information

special purpose tools, equipment, materials and industry software packages relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR301 Support effective workplace relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to gather information and support effective relationships and networks, with particular regard to communication and representation.

The unit applies to individuals who use leadership skills to support the development of teams and help facilitate communication between team members.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Gather information and ideas	1.1 Identify information on work roles and objectives of work team 1.2 Locate and communicate to work team organisational processes for communication and teamwork 1.3 Establish scope of own role 1.4 Seek contributions for refining ideas and approaches to teamwork and communication according to organisational processes 1.5 Identify and consult with team members on potential work-related issues
2. Develop team relationships and networks	2.1 Encourage communication within team according to organisation’s social, ethical and business policies and procedures 2.2 Adjust interpersonal styles and methods in relation to the organisation’s social and cultural environment 2.3 Identify and use workplace networks to help build relationships 2.4 Identify and describe the value of networks and other work relationships for the team and the organisation
3. Contribute to positive team outcomes	3.1 Identify issues to be rectified within own level of responsibility and according to organisational and legal requirements 3.2 Support colleagues in resolving work difficulties related to own level of responsibility, according to organisational and legal requirements 3.3 Review team outcomes and implement improvements in consultation with relevant personnel 3.4 Contribute constructively to conflict resolution according to organisational policies and processes

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies textual information to determine regulatory requirements and adhere to job processes and internal policies
Writing	Uses appropriate language to record key information related to the outcomes of the job Varies writing style to meet requirements of audience and purpose
Oral Communication	Speaks clearly using tone and pace appropriate for the audience and purpose Uses appropriate techniques, including active listening and questioning, to clarify information and to confirm understanding
Initiative and enterprise	Takes personal responsibility for adherence to explicit and implicit organisational policies, procedures, standards and legislative requirements within own job role and in all interactions with others
Teamwork	Adjusts personal communication style in response to diversity of individuals in the work context Implements strategies to respond appropriately to conflict and poor work performance
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks for own workload
Technology	Uses familiar digital technologies and systems to access, present and communicate information

Unit Mapping Information

Supersedes and is equivalent to BSBFLM303 Contribute to effective workplace relationships.

Supersedes but is not equivalent to BSBEDU302 Assist in resolution of issues and incidents in an international education environment.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR301 Support effective workplace relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support the development of at least one team

facilitate communication between individuals on at least two occasions.

In the course of the above, the candidate must:

adjust interpersonal style and communications to respond to cultural and social diversity

apply relationship management and communication skills with a range of people that:

demonstrate integrity, respect, empathy and cultural sensitivity and promote trust

forge effective relationships with internal and/or external people and help to maintain these networks

encourage participation and foster contribution of and respect for ideas and feedback

provide support to colleagues to resolve difficulties

communicate ideas and information to diverse audiences.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

internal and external sources of information to improve organisational processes

social and ethical requirements, and organisational policies and procedures relevant to communication

legislative requirements relevant to communication

strategies required to adapt communication for diverse audiences

potential team issues including poor work performance

examples of how work relationships and the cultural and social environment can support or hinder achieving planned outcomes

techniques for developing positive work relationships and building trust and confidence in a team

methods and techniques for communicating information and ideas to a range of stakeholders

common problem-solving methods

common methods to resolve workplace conflict

process for monitoring, analysing and introducing ways to improve work relationships

value of networks and work relationships for the team and the organisation

own level of responsibility.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to workplace relationships.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR411 Demonstrate leadership in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead teams and individuals by modelling high standards of conduct to reflect the organisation’s standards and values.

The unit applies to individuals who are making the transition from being a team member to taking responsibility for the work and performance of others and providing the first level of leadership within the organisation. These leaders have a strong influence on the work culture, values and ethics of the teams they supervise.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to demonstrate leadership	1.1 Identify organisation’s requirements for management performance 1.2 Identify qualities required for positive management performance according to organisational policies and procedures 1.3 Develop and implement performance plans for individual and team according to organisation’s business objectives 1.4 Establish key performance indicators according to organisation’s business objectives
2. Align behaviour with organisational values	2.1 Locate and assess organisation’s standards and values for conducting business 2.2 Identify how own performance will contribute to upholding organisational values 2.3 Identify issues to be resolved according to organisational values 2.4 Gather and organise information relevant to the issues under consideration
3. Model leadership behaviour	3.1 Facilitate individual’s and team’s active participation in team decision-making processes 3.2 Examine options and assess associated risks to determine preferred course of action 3.3 Develop plan to implement decisions agreed by relevant individuals and teams 3.4 Use feedback processes to monitor the implementation and impact of decisions

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Gathers, interprets and analyses text relating to organisational goals, standards and values to aid planning and decision making
Writing	Records and reports key information related to the organisational goals, standards and objectives Researches, plans and prepares documentation for relevant stakeholders
Oral Communication	Uses structure and language when developing performance plans, or when seeking and providing information about organisational goals and objectives
Numeracy	Identifies and comprehends mathematical information in familiar texts to establish key performance indicators
Enterprise and initiative	Identifies how own role meshes with others and contributes to broader work goals Monitors adherence to organisational policies and procedures and considers own role in terms of its contribution to broader goals of the work environment
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective outcomes Identifies the importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate with whom, why and how
Planning and organising	Develops plan to manage relatively complex, non-routine tasks with an awareness of how they contribute to longer term operational and strategic goals Uses systematic, analytical processes in complex, non-routine situations, setting goals Evaluates effectiveness of decisions in terms of how well they meet stated goals

Unit Mapping Information

Supersedes and is equivalent to BSBMGT401 Show leadership in the workplace.

Supersedes but is not equivalent to BSBMGT405 Provide personal leadership.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR411 Demonstrate leadership in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement at least two performance plans, including one relating to individuals and one relating to teams.

In the course of the above, the candidate must:

comply with organisation’s standards and values

evaluate own behaviour and performance against organisational standards and values and adjust to achieve required standards

ensure own behaviour and performance contributes to the integrity and credibility of the organisation

facilitate processes to make decisions that are based on:

relevant information

examination of options and associated risks

input from relevant people

communicate about making and implementing decisions including:

facilitating agreement on the preferred course of action and implementation plans

monitoring and seeking feedback on the implementation and impact of decisions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

methods to identify an organisation’s standards and values when they are stated, and where they are implied

organisational values and expectations of behaviour

basic leadership theories

common leadership styles

organisation’s process for raising questions about standards and values

examples of behaviours and performance that would typically be considered damaging to an organisation

concepts of:

organisational values and ethics

role modelling

integrity and credibility

leadership.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR412 Communicate effectively as a workplace leader

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to communicate effectively as a workplace leader, including understanding the context, choosing methods of communication to suit the audience, and following up.

The unit applies to managers, supervisors and team leaders required to communicate with other persons within the workplace. Communication skills cover a range of methods and contexts within principally structured environments.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for communication	1.1 Identify purpose and audience for communication 1.2 Identify the desired outcome of the communication 1.3 Evaluate available methods of communication according to task requirements and organisational business policies and procedures 1.4 Identify potential barriers to effective communication and develop solutions to minimise impact
2. Engage in communication	2.1 Communicate using media and format relevant to the context 2.2 Use respectful and positive approaches to communications 2.3 Employ two-way processes to ensure receipt and acknowledgement of message 2.4 Provide opportunities to clarify and confirm understanding
3. Review communication	3.1 Maintain record of the communication process and outcomes according to organisational policies and procedures 3.2 Identify follow up actions and communicate to relevant persons 3.3 Seek feedback on communication processes from all parties 3.4 Identify and incorporate opportunities to improve leadership communication processes

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Analyses and evaluates textual information from a range of sources to inform communication processes
Writing	Plans and prepares workplace documentation for relevant stakeholders according to organisational formats
Oral Communication	Participates in a variety of spoken exchanges with a range of audiences using structure and language to suit the audience
Initiative and enterprise	Adheres to organisational policies and procedures relevant to own role
Teamwork	Cooperates, collaborates and consults with others to clarify and confirm understanding and seek feedback Selects and uses appropriate communication conventions and practices to build rapport, seek or present information
Planning and organising	Plans and implements activities and processes to identify and establish communication and record keeping requirements Uses analytical processes to identify potential problems and generate solutions Systematically gathers and analyses all relevant information and evaluates options in order to make decisions about communication processes

Unit Mapping Information

Supersedes and is equivalent to BSBLDR401 Communicate effectively as a workplace leader.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR412 Communicate effectively as a workplace leader

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare, engage and review communication on at least four occasions with different individuals or groups.

In the course of the above, the candidate must:

identify the context for communication and select approach and responses accordingly

create and present messages by choosing method and mode appropriate to the audience and context

undertake effective two-way communication from the perspective of a supervisor or team leader

identify and record actions required as a result of communication and follow-up in a timely manner.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation requirement and organisational policies on workplace communication

characteristics of effective leadership communication

electronic and non-electronic communication methods, including situations where they would or would not be used

effective listening techniques

common feedback process and methods

leadership communication responsibilities applicable to own role

common barriers to effective communication in a workplace context

characteristics of verbal and non-verbal communication.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources for communication and leadership.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR413 Lead effective workplace relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills, knowledge and outcomes required to use leadership to promote team cohesion. It includes motivating, mentoring, coaching and developing the team and forming the bridge between the management of the organisation and team members.

The unit applies to team leaders, supervisors and new or emerging managers where leadership plays a role in developing and maintaining effective workplace relationships. It applies in any industry or community context. At this level work will normally be carried out within routine and non-routine methods and procedures, which require planning, evaluation, leadership and guidance of others.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to lead workplace relationships	1.1 Identify work team objectives according to organisational strategy 1.2 Collect and analyse information for the achievement of work task 1.3 Share ideas and information with relevant internal and external stakeholders according to work task 1.4 Develop strategy for completion of work task in collaboration with work team
2. Lead workplace relationships	2.1 Identify and implement methods to facilitate collaboration to complete work task 2.2 Support colleagues experiencing difficulties fulfilling work requirements 2.3 Manage conflict constructively within the organisation’s processes and parameters of own role 2.4 Communicate work progress to relevant internal and external stakeholders
3. Review leadership	3.1 Seek feedback on relationship management for work task from relevant stakeholders 3.2 Analyse feedback on relationship management 3.3 Evaluate personal performance in leading workplace relationships 3.4 Identify areas of improvement for leading workplace relationships future work tasks

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Collects, analyses and evaluates textual information from a range of resources to inform improvement strategies
Oral Communication	Selects or adjusts communication style to maintain effectiveness of interaction and build and maintain engagement consistent with organisational requirements
Initiative and enterprise	Identifies and follows legislative and organisational requirements relevant to own role
Teamwork	Selects and uses appropriate conventions and protocols when communicating with diverse stakeholders Adapts personal communication style to build trust and positive working relationships and to show respect for the opinions, values and particular needs of others Plays a lead role in situations requiring effective collaboration, demonstrating conflict resolution skills and ability to engage and motivate others
Planning and organising	Plans and implements activities and processes to manage and review work performance Systematically gathers and analyses all relevant information to formulate and evaluate possible solutions to difficulties

Unit Mapping Information

Supersedes and is equivalent to BSBLDR402 Lead effective workplace relationships.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR413 Lead effective workplace relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead effective workplace relationships on at least four occasions with different individuals or groups.

In the course of the above, the candidate must:

access and analyse information required to achieve planned outcomes

collaborate with work team to develop and implement a work task strategy

apply techniques for resolving problems and conflicts, and dealing with poor performance according to organisational and legislative requirements

monitor and communicate work progress to relevant internal and external stakeholders

seek and review feedback to improve workplace leadership.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

considerations for communicating information including audience cultural and social diversity

consultation processes including internal and external sources of consultees

impacts of relationships, cultural and social environment, in supporting or hindering the achievement of planned outcomes

techniques for developing positive work relationships and building trust and confidence in a team, including:

interpersonal styles

communications

consultation

cultural and social sensitivity

networking

impact of legislation and organisational policies on workplace relationships

techniques for communicating information and ideas to a range of stakeholders

common methods to resolve workplace conflict

common methods to manage poor work performance

common methods to monitor, analyse and improve work relationships.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to performance evidence

workplace documentation and resources

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR414 Lead team effectiveness

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills, knowledge and outcomes required to lead the performance of a team and to develop team cohesion.

The unit applies team leaders, supervisors and new emerging managers who have an important leadership role in the development of efficient and effective work teams. Leaders at this level also provide leadership for the team and bridge the gap between the management of the organisation and the team members. As such they must ‘manage up’ as well as manage their team/s.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan team outcomes	1.1 Lead team to identify and establish team objectives and work processes 1.2 Support team to document identified objectives and work processes according to organisational processes 1.3 Encourage team members to incorporate innovation and productivity measures in work plans 1.4 Lead and support team members to meet expected outcomes
2. Promote team cohesion	2.1 Provide opportunities for input of team members into planning, decision making and operational aspects of work team 2.2 Support team members to take responsibility for own work and to assist each other in undertaking required roles and responsibilities 2.3 Provide feedback to team members on their efforts and contributions 2.4 Address or refer issues, concerns and problems identified by team members 2.5 Model expected behaviours and approaches
3. Supervise team performance	3.1 Encourage team members to participate in and take responsibility for team activities and communication processes 3.2 Support team to identify and resolve problems which impede performance 3.3 Ensure own contribution to work team serves as a role model for others
4. Liaise with management	4.1 Establish open communication with line management 4.2 Communicate information from line management to the team 4.3 Communicate unresolved issues, concerns and problems raised by the team to line management to action 4.4 Communicate issues raised by management to the team to action

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Writing	Prepares workplace plans that communicate intent and elicits feedback clearly and effectively
Oral communication	Engages in discussions or provides information using structure and language appropriate to the audience and situation
Teamwork	Selects and uses appropriate conventions and protocols when communicating with team members Adapts personal communication style to model required behaviours, build trust and positive working relationships and to show respect for the opinions and values of others Plays a lead role in situations requiring effective collaboration, demonstrating conflict resolution skills and ability to engage and motivate others
Planning and organising	Develops, implements and monitors plans and processes to ensure team engagement and effectiveness Uses formal analytical thinking techniques to identify issues and generate possible solutions, seeking input from others, as required

Unit Mapping Information

Supersedes and is equivalent to BSBLDR403 Lead team effectiveness.

Supersedes but is not equivalent to BSBSMB407 Manage a small team.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR414 Lead team effectiveness

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop a team development plan, that addresses:

innovation and productivity measures

team cohesion

issues management and actions.

In the course of the above, the candidate must:

apply knowledge of organisational goals, objectives and plans to work tasks

communicate with team members and management to identify and establish team purpose, roles, responsibilities, goals plans and objectives and resolve problems

consult, encourage, support and provide feedback to team members

model team leadership behaviours and approaches.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

work processes, including team purpose, roles, responsibilities, goals and plans

organisational escalation policies and procedures

behaviours which enhance organisational image for work team, clients and customers

processes for setting goals that contribute to team effectiveness

effects of individual behaviour on team effectiveness

innovation and productivity measures in work plans

key features of common leadership styles.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

information about the organisation, including organisational structure, goals, objectives and plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR521 Lead the development of diverse workforces

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead the development of a diverse workforce. It covers supporting and engaging with a diverse workforce to maximise the benefit of diversity to the organisation.

The unit applies to supervisors, team leaders, new and emerging managers who lead within a diverse workforce environment and exercise discretion and autonomy within a structured business context.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish benefits of workforce diversity	1.1 Identify benefits of diversity in business and workplace contexts 1.2 Qualify and quantify the source of workforce diversity 1.3 Identify legislation and organisational policies and procedures that relate to workplace diversity 1.4 Identify opportunities and barriers to inclusive engagement
2. Embed diversity into team plans and operations	2.1 Develop work plans to accommodate diversity 2.2 Confirm that work plans incorporate contributions from diverse workforce members 2.3 Adjust plans and operations to align with relevant diversity legislation and organisational policies and procedures 2.4 Design processes to incorporate and maximise the benefits of diversity
3. Support development of a diverse workforce	3.1 Apply communication processes and behaviours according to diversity work plans and processes 3.2 Identify biases and assumptions in communication and behaviour of self and others and adjust, as required 3.3 Provide workplace support and access to diversity services

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Writing	Develops texts dealing with complex ideas and concepts using specialised and detailed language to convey explicit information
Self-management	Analyses the implications of legislation, policy and other organisational responsibilities in carrying out own role
Teamwork	Implements communication strategies and behaviours for a diverse range of colleagues to build rapport and foster strong relationships Identifies strengths and limitations of own interpersonal skills and attitudes and addresses areas that would benefit from further development
Planning and organising	Takes responsibility for developing and implementing plans and processes to achieve organisational objectives, seeking feedback and advice, as required Uses analytical processes to identify workforce diversity issues and evaluate options to address them

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBLDR404 Lead a diverse workforce

BSBLDR504 Implement diversity in the workplace

BSBLDR804 Influence and shape diversity management.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR521 Lead the development of diverse workforces

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead the development of at least one diverse workforce.

In the course of the above, the candidate must:

identify diversity within a team based workforce and outline opportunities and barriers to inclusive engagement of individuals

promote the benefits of diversity within the workplace and identify the business benefits of incorporating diversity into planning and operations

develop a work plan that integrates a diverse workforce, adjusting the plan and operations to meet legislation, regulations and policy

structure continuous feedback and review processes into team activities.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulation and business policies and procedures relevant to diversity in the workplace

types of diverse individuals and groups in the workplace

strategies, tools and techniques for integrating and engaging a diverse workforce

potential impacts of gender, race, age, disability, sexual orientation, form of work engagement and flexible work arrangements on workforce engagement

benefits of having a diverse workforce and barriers to inclusive engagement.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations related to workforce diversity

workplace policies and procedures related to working with diversity

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR522 Manage people performance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error with performance criteria.

Application

This unit describes the skills and knowledge required to manage the performance of staff that are direct reports.

The unit applies to individuals who manage people. It covers work allocation and the methods to review performance, reward excellence and provide feedback. The unit makes the link between performance management and performance development and reinforces both functions as a key requirement for effective managers.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Allocate work	1.1 Consult relevant groups and individuals on work to be allocated and resources available 1.2 Develop work plans and allocate work according to organisational requirements and operational plans 1.3 Develop and confirm performance standards and key performance indicators with relevant staff 1.4 Conduct risk analysis according to organisational risk management plan and legal requirements
2. Assess performance	2.1 Review performance management and processes according to legislation, organisational objectives and policies 2.2 Train participants in the performance management and review process 2.3 Conduct performance management according to organisational policies procedures and relevant timelines 2.4 Monitor and evaluate performance according to performance standards and key performance indicators
3. Provide feedback	3.1 Provide informal feedback and coaching to staff 3.2 Advise relevant personnel, where performance is poor and take necessary actions 3.3 Document feedback according to the organisational performance management system 3.4 Conduct formal structured feedback sessions as necessary and according to organisational policy
4. Manage follow up	4.1 Develop performance improvement and development plans according to organisational policies 4.2 Monitor underperforming individuals according to organisational policies 4.3 Respond to underperforming individuals, as required 4.4 Reinforce excellence in performance through recognition and continuous feedback

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Learning	Consolidates and improves own knowledge and skills by coaching, mentoring or training others
Reading	Gathers, interprets and analyses texts in organisational documents to facilitate performance management
Writing	Plans and prepares documents for allocating work and managing performance suitable for the target audience and in accordance with organisational requirements
Oral Communication	Uses language and structure appropriate to context and audience to explain expected standards of performance, provide feedback and coach staff
Self-management	Applies legal and regulatory responsibilities related to own work and the organisation as a whole Adheres to organisational policies and procedures
Teamwork	Applies the protocols governing what to communicate to whom and how in a range of work contexts Collaborates with others to achieve joint outcomes, influencing direction and taking a leadership role on occasion
Planning and organising	Sequences and schedules complex activities, monitors implementation and manages relevant communication Seeks advice, feedback and support, as required to assist in the decision-making process Uses experiences to reflect on the ways in which variables impact on performance

Unit Mapping Information

Supersedes and is equivalent to BSBMGT502 Manage people performance.

Supersedes but is not equivalent to:

BSBMGT404 Lead and facilitate off-site staff

BSBSLS502 Lead and manage a sales team.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR522 Manage people performance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage performance of at least two individuals

manage performance of at least one team.

In the course of the above, the candidate must:

consult with stakeholders to identify work requirements, performance standards and agreed performance indicators

develop work plans and allocate work to achieve outcomes efficiently and within organisational and legal requirements

assess performance against performance indicators according to performance management and review processes

monitor, evaluate and provide feedback on performance and provide coaching or training, as needed

keep records and documentation in accordance with the organisational performance management system

reinforce excellence in performance through recognition and continuous feedback

respond to underperforming individuals according to organisational policies, as required.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory and organisational requirements for performance management and review

organisational risk management plan

organisational human resource support services

organisational performance measurement systems

key features of unlawful dismissal rules and due process

staff development options and information.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation on performance management

workplace documentation and resources for performance management and review.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR523 Lead and manage effective workplace relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead and manage effective workplace relationships.

The unit applies to individuals in leadership or management positions who have a prominent role in establishing and managing processes and procedures to support workplace relationships. These individuals apply the values, goals and cultural diversity policies of the organisation. They use complex and diverse methods and procedures as well as a range of problem solving and decision making strategies, which require the exercise of considerable discretion and judgement.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish effective workplace relationship processes	1.1 Identify required processes for workplace collaboration according to organisational policies and procedures 1.2 Develop consultation processes for employees to contribute to issues related to their work role 1.3 Develop processes for conflict management 1.4 Develop processes for escalated issues or refer to relevant personnel
2. Manage effective workplace relationships	2.1 Delegate and confirm responsibilities for fulfilling work tasks 2.2 Collaborate and support team to perform work tasks 2.3 Identify and address issues in workplace relationships according to processes established 2.4 Monitor and communicate to employees outcomes of conflict management
3. Review management of workplace relationships	3.1 Seek feedback on management of workplace relationships from relevant stakeholders 3.2 Evaluate feedback for improvements to leadership style 3.3 Identify areas of improvement for future workplace relations leadership

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Writing	Prepares plans and policies incorporating appropriate vocabulary, grammatical structure and conventions
Self-management	Adapts personal communication style to model behaviours, build trust and positive working relationships, and to support others Takes responsibility for formulating, organising and implementing plans, processes and strategies that impact the workplace
Initiative and enterprise	Follows organisational policies and procedures regarding diversity and ethical conduct
Teamwork	Plays a lead role in situations requiring effective collaboration, demonstrating high level support and facilitation skills and ability to engage and motivate others Evaluates outcomes to identify opportunities for improvement
Planning and organising	Systematically gathers and analyses all relevant information and evaluates options to inform decisions about organisational strategies

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBLDR502 Lead and manage effective workplace relationships.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR523 Lead and manage effective workplace relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement processes to manage ideas and information on at least two occasions, including:

communicating information to support others to achieve work responsibilities

facilitating employees’ contributions to consultation on work issues

providing feedback on the outcomes of consultations

resolving issues raised or referring to relevant personnel

develop and implement processes and systems to manage difficulties on at least two occasions, including:

identifying and resolving conflicts and other difficulties according to organisational policies and procedures

planning how to address difficulties

providing guidance, counselling and support to assist co-workers in resolving their work difficulties.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

systems, policies and procedures that can support the development of effective work relationships

key aspects of work relationships, including:

interpersonal styles

communications

consultation

cultural and social sensitivity

networking

conflict resolution

legislation relevant to managing effective workplace relationships

organisational policies and procedures relevant to workplace relationships

methods to develop processes for:

consultation with employees

conflict management

task issue management.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to workplace relationships

workplace documentation and resources for workplace relationships.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR601 Lead and manage organisational change

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead and manage organisational change.

The unit applies to managers with responsibilities that extend across the organisation or across significant parts of a large organisation. They may have a dedicated role in human resources management, workforce development, or work in a strategic policy or planning area.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop change management strategy	1.1 Identify major operational change requirements according to organisational objectives, performance gaps, business opportunities or threats, and management decisions 1.2 Assess risks and opportunities presented by operational change requirements 1.3 Consult stakeholders, specialists and experts to confirm the change management opportunities and process
2. Implement change management strategy	2.1 Assign resources to the project and confirm reporting protocols with relevant stakeholders 2.2 Develop communication or education plan, in consultation with relevant personnel 2.3 Arrange and manage activities for delivery of communication or education plans
3. Evaluate change management strategy	3.1 Assess performance of communication or education plan against objectives 3.2 Identify and respond to barriers to the change according to risk management plans and organisational objectives 3.3 Modify communication or education plan according to change program objectives

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Interprets detailed information that may deal with complex ideas related to issues both within and outside the workplace context
Writing	Uses clear and precise language to develop information about objectives, requirements, activities and recommendations Develops complex plans and strategies in appropriate format for the audience and purpose
Oral Communication	Discusses and seeks information using appropriate structure and language for the audience Uses questioning and active listening to clarify or confirm understanding
Numeracy	Interprets, analyses and presents numeric information in complex documents
Initiative and enterprise	Takes a lead role in the execution of organisational strategic goals and associated roles and responsibilities Develops new and innovative ideas through exploration and lateral thinking
Teamwork	Uses a variety of communication tools and strategies to build and maintain effective working relationships Uses inclusive and collaborative techniques to seek feedback, negotiate and consult with a range of stakeholders
Planning and organising	Plans, organises and implements activities required to achieve strategic priorities and outcomes, including consulting with others and sequencing events to minimise uncertainty for staff Uses problem-solving skills to identify and analyse issues or barriers, and develop responses

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBINN601 Lead and manage organisational change

BSBLDR805 Lead and influence change

BSBMGT615 Contribute to organisation development.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR601 Lead and manage organisational change

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement a change management plan to lead and manage organisational change.

In the course of the above, the candidate must:

analyse and interpret information about the organisation’s internal and external environment and consult with stakeholders to identify requirements and opportunities for changes that support organisational objectives

prioritise opportunities for changes with input from relevant stakeholders

develop a change management project plan for the priority changes incorporating resource requirements, risk management and timelines

develop strategies to communicate or educate the changes and embed them

obtain approvals and agree reporting protocols with relevant managers and implement the plan including addressing barriers to change

review and evaluate the change management project plan and modify as needed to achieve objectives.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

events or trends that may impact on the achievement of organisational objectives

existing policies and practices to guide organisational change

methods for conducting cost-benefit analysis for high priority change requirements and opportunities

methods for conducting risk analysis, including barriers to change and relevant mitigation strategies

content of communication and education plans, including:

promotion of benefits of organisational change

change management processes or cycles and strategies for communicating and embedding change

organisational behaviour and how the external environment can impact on change strategies

components of a change management project plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to organisational change management.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR602 Provide leadership across the organisation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to demonstrate senior leadership behaviour and personal and professional competence. Business ethics are also addressed in this unit.

The unit applies to individuals who have a role in modelling professionalism in their organisation and industry and inspiring and motivating others to achieve organisational goals. Leadership is seen in the context of the organisational mission.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Communicate organisational mission and goals	1.1 Confirm objectives, values and standards according to organisation’s strategic direction 1.2 Establish links between organisational objectives, values and standards and the responsibilities of relevant groups and individuals 1.3 Confirm that media and language used for communicating organisational mission and goals meets the needs of individuals and group 1.4 State expectations of internal groups and individuals 1.5 Investigate incidents and communicate results to relevant groups and individuals according to organisational policies and procedures
2. Influence groups and individuals	2.1 Make decisions according to organisational policies and procedures and work task timeframes 2.2 Facilitate improvements to organisational and workplace policies and procedures 2.3 Facilitate integration of global environment and new technology into work activities 2.4 Represent organisation in the media and community
3. Build and support teams	3.1 Assign accountabilities and responsibilities to teams according to competencies and operational plans 3.2 Resource teams to allow them to achieve their objectives 3.3 Create and maintain a positive work environment 3.4 Encourage teams and individuals to develop innovative approaches to work tasks
4. Demonstrate personal and professional competence	4.1 Model ethical conduct in own work and encourage others to adopt business ethics 4.2 Adapt interpersonal and leadership styles to meet circumstances and situations 4.3 Set and aim to achieve personal objectives and work program outcomes 4.4 Engage in professional development activities and industry and professional networks and groups

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Learning	Seeks ways to maintain and improve own skills and knowledge Identifies systems, devices and applications with potential to meet current and/or future needs
Reading	Evaluates and integrates facts and ideas to construct meaning from a range of text types
Writing	Researches, plans and prepares documentation using format and language appropriate to the audience
Self-management	Works autonomously making high level decisions related to the achievement of organisational goals Identifies designation of roles and responsibilities and their contribution to broader organisational goals Identifies implications of ethical and other organisational responsibilities in carrying out own role
Teamwork	Identifies strengths and limitations of own interpersonal skills and addresses areas that would benefit from further development Collaborates and cooperates with others, playing an active role in leading and facilitating effective group interaction and influencing direction Facilitates a work environment in which others feel comfortable to identify, explore and build on a variety of perspectives in order to achieve shared outcomes
Planning and organising	Accepts responsibility for planning and sequencing complex tasks and workload of self and others, negotiating key aspects with others taking into account capabilities, efficiencies and effectiveness
Problem solving	Applies problem solving processes to identify risks, evaluate options and determine solutions

Unit Mapping Information

Supersedes and is equivalent to BSBMGT605 Provide leadership across the organisation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR602 Provide leadership across the organisation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

influence, support and provide resources for at least two individuals

influence, support and provide resources for at least one team.

In the course of the above, the candidate must:

communicate the organisation’s objectives, values and standards to a range of stakeholders using appropriate media and language

assign accountabilities to teams according to competencies and operational plans

resource teams according to work objectives

demonstrate ethical conduct and professional competence and continuing professional development

encourage others to adopt business ethics and build their commitment to the organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational and workplace policies and procedures related to providing leadership in the organisation

business ethics and its application to leadership styles and the organisation’s mission, objectives and values

organisational research and implementation methods

processes to establish and maintain a positive work environment for individuals and teams

organisational mission, purpose and values

organisational objectives, plans and strategies and regulatory requirements

organisational change processes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulation, standards and codes

workplace documentation and resources required to make leadership decisions.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR811 Lead strategic transformation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to analyse and lead organisational transformation and learning for strategic outcomes. It covers leading transformational practices, cultivating collaborative practices, completing ongoing professional development and providing strategic leadership in a dynamic context.

The unit applies to those who use cognitive and creative skills to review, critically analyse, consolidate and synthesise knowledge, in order to generate ideas and provide solutions to complex problems. They use communication skills to demonstrate their understanding of theoretical concepts and to transfer knowledge and ideas to others.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to undertake strategic change	1.1 Identify personal responsibilities in strategic transformation process according to task objectives 1.2 Develop strategic change strategy in collaboration with relevant stakeholders 1.3 Brief internal and external stakeholders of strategic change processes and intended outcomes 1.4 Establish communication channels for organisational personnel to contact management
2. Lead strategic change	2.1 Analyse and confirm capacity and competence of relevant individuals to contribute to change processes and plans 2.2 Identify and resolve risks in change management process 2.3 Develop learning and communication processes for addressing problems and risks arising during organisational change 2.4 Make changes to change management process according to risks and inform stakeholders of updates
3. Review strategic outcomes	3.1 Analyse impacts of leadership on change management process using self-reflection 3.2 Seek feedback on leadership during change management process from staff 3.3 Apply feedback to leadership style

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Learning	Develops insights from experience to improve personal performance
Reading	Sources, evaluates and critiques ideas and information from a range of complex texts to assist with decisions, choices and to manage organisational requirements
Writing	Researches and prepares plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions
Oral communication	Expresses opinions and information and responds to other people’s views using language appropriate to audience
Teamwork	Identifies impact of own behaviour on others, reflecting on personal strengths and limitations and implementing strategies to regulate behaviour Adapts personal communication style to build a positive working relationship and show respect for the opinions, values and particular needs of others
Planning and organising	Develops plans to manage complex activities with strategic implications that involve a range of personnel with diverse skills, knowledge and experience Systematically gathers and analyses relevant information and evaluates options to inform decisions with the potential to affect organisational outcomes

Unit Mapping Information

No equivalent unit. Supersedes and is not equivalent to BSBLDR801 Lead personal and strategic transformation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR811 Lead strategic transformation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead a strategic business transformation for an organisation or large work area on at least one occasion.

In the course of the above, the candidate must:

prepare to provide strategic leadership during a business change process

review strategic outcomes and incorporate feedback into leadership style.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

content of and process for developing a change management strategy

key stakeholders involved in strategic change

organisational mission, purpose and values

strategic change risks and mitigation strategies including learning and communication processes

range of leadership styles

personal development planning methodologies

organisational transformation and the management of the stages of change.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations and codes of practice relevant to business strategic change

workplace plans, mission statements, policies and procedures for strategic change.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR812 Develop and cultivate collaborative partnerships and relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish collaborative partnerships and relationships with business and industry stakeholders. This unit covers communicating to influence others, cultivating new and existing partnerships, establishing positive collaborative relationships, leading the establishment of a partnership program and establishing reporting mechanisms.

The unit applies to people who use cognitive and creative skills to review, critically analyse and synthesise knowledge, in order to generate ideas and provide solutions to complex problems. They use communication skills to demonstrate their understanding of theoretical concepts and to transfer knowledge and ideas to others.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine partnership outcomes	1.1 Identify new partnerships and assess any existing partnerships according to task objectives 1.2 Select partners according to strategic objectives 1.3 Establish communication strategy in collaboration with partners 1.4 Establish key indicators and feedback processes for evaluating the health of the business partnerships 1.5 Identify and implement strategies for staff and stakeholder commitment and contribution
2. Establish partnership through activity	2.1 Identify legal framework and processes for partnership activity in collaboration with partners 2.2 Plan and allocate resource requirements to accomplish activity with partners 2.3 Establish processes to resolve conflict in a fair, equitable and collaborative manner between partners 2.4 Implement reporting systems for reporting results against planned partnership activity outcomes
3. Cultivate partnership performance	3.1 Analyse reporting system results of partner activity against intended outcomes 3.2 Identify improvements to partnership in collaboration with partners 3.3 Implement identified improvements to partnership operations

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Sources, evaluates and critiques ideas and information from a range of complex texts
Writing	Develops texts dealing with complex concepts using specialised and detailed language to convey strategy context and intent and requirements in accordance organisational requirements
Oral Communication	Leads discussions using language and non-verbal features to suit the audience Uses active listening and questioning to seek the views and opinions of others
Numeracy	Selects and uses familiar mathematical techniques to determine costs and benefits associated with strategic resource decisions
Self-management	Takes a lead role in the development of organisational goals, roles and responsibilities Leads adherence to organisational policies, procedures and legal requirements and considers own role in terms of its contribution to broader goals of the organisation
Teamwork	Plays a lead role in building effective collaboration and trust, demonstrating high level conflict resolution skills and ability to engage and motivate others Identifies and uses a variety of appropriate conventions and protocols when communicating with colleagues and external stakeholders
Planning and organising	Develops flexible plans for complex, high impact activities with strategic implications that involve a diverse range of stakeholders with potentially competing demands Monitors agreed outcomes and required indicators

Unit Mapping Information

No equivalent unit. Supersedes and is not equivalent to BSBLDR803 Develop and cultivate collaborative partnerships and relationships.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR812 Develop and cultivate collaborative partnerships and relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and cultivate a collaborative partnership, including:

establishing partnership requirements in collaboration with partners according to regulatory, employment and organisational requirements

planning partnership activity and reporting systems to review results of partnership activity

developing collaborative approaches to enhance individual, team and organisational outcomes

analysing results of partnership activity and implementing improvements to partnership.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory requirements applicable to task

risk management principles related to task requirements

organisational and partner organisation’s mission, purpose, values, objectives and strategies

techniques that cultivate collaborative relationships and partnerships

common data collection methods relevant to performance evidence

communication techniques to foster partnership, conduct stakeholder consultations

emotional intelligence and its relationship to individual and team effectiveness

organisational transformation and the management of the stages of change.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations, standards and codes relevant to establishing partnerships

workplace documents including business strategic plans, policies and procedures for partnership processes and activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLDR813 Lead and influence ethical practice

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to apply ethical leadership and take responsibility for influencing ethical practice. It addresses establishing ethical standards, applying ethical practice into the organisation’s culture and processes and promoting ethical leadership and decision making at all levels of the organisation.

The unit applies to people who use cognitive and creative skills to review, critically analyse, consolidate and synthesise knowledge, in order to generate ideas and provide solutions to complex problems. They use communication skills to demonstrate their understanding of theoretical concepts and to transfer knowledge and ideas to others.

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

Unit Sector

Social Competence – Leadership

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish ethical standards	1.1 Identify importance of ethics and standards for organisation 1.2 Identify strengths, weaknesses and threats to ethical conduct in the organisation 1.3 Develop solutions to mitigate identified threats to ethical conduct according to organisational and industry practice 1.4 Communicate reporting procedures to staff for suspected unethical conduct according to organisational policy
2. Apply ethics in organisation	2.1 Analyse complex ethical matters according to relevant legislation, industry codes of practice and organisational standards 2.2 Resolve complex ethical matters within scope of responsibility 2.3 Develop and implement frameworks for ethical decision-making and policy setting
3. Promote ethics in organisation	3.1 Identify opportunities to promote ethical industry practices for organisation 3.2 Influence the development and review of policies and procedures to include and address ethical considerations 3.3 Create opportunity to promote dialogue on organisational values and ethics with and between staff 3.4 Establish a strategy for continuous improvement in ethical conduct for staff

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Sources, evaluates and critiques ideas and information from a range of complex texts
Writing	Develops texts dealing with complex concepts using specialised and detailed language to convey context and intent
Self-management	Takes a lead role in the development of organisational goals, roles and responsibilities Leads planning and review processes in accordance with organisational policies and procedures, legal and ethical requirements
Teamwork	Plays a lead role in situations requiring effective collaborative skills, demonstrating high-level influencing skills, focusing and shaping awareness, and engaging and motivating others
Planning and organising	Accepts responsibility for planning and sequencing complex tasks and workload Monitors progress of plans in achieving agreed outcomes Systematically gathers and analyses relevant information and evaluates options to inform decisions about complex organisational strategies

Unit Mapping Information

Supersedes and is equivalent to BSBLDR806 Lead and influence ethical practice.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLDR813 Lead and influence ethical practice

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement at least two ethical decision making frameworks to establish, apply and promote ethics in an organisation.

In the course of the above, the candidate must:

research, develop and implement policies and procedures for managing ethical practices in an organisation

promote ethical leadership and decision making including providing leadership and creating an opportunity to promote dialogue on ethics with and between staff

establish a strategy for continuous improvement in organisational ethics.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

industry, state, national and international trends in ethical conduct

frameworks for ethical decision making/problem solving and policy setting

organisational ethics, values and standards

role of organisational codes of ethics/conduct

key features of procedural fairness

procedures, strategies or protocols that can be used to identify and address unethical conduct

legislative and regulatory context of the organisation, as it relates to ethical work practices.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations and workplace standards relevant to ethical practice

workplace documents, including organisational strategic plans and relevant organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG311 Work in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to work in a legal services environment including accessing legal information, drafting documents with assistance and seeking feedback on work performance.

The unit applies to those who support administrative legal work under supervision.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to work	1.1 Identify task requirements 1.2 Identify scope of own responsibility in relation to task 1.3 Access information from client file or legislation or precedents according to task requirements
2. Undertake work according to task requirements	2.1 Communicate with clients using legal terminology 2.2 Assist in drafting documents according to task requirements 2.3 Organise despatch of documents 2.4 Document activities and actions according to organisational policies and procedures
3. Review work	3.1 Self-check document for improvement according to legislative, ethical and organisational requirements 3.2 Seek feedback from supervisor on document and court conduct 3.3 Implement feedback into work behaviour or process

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Identifies gaps in knowledge and experience to assist with clarifying and extending understanding
Numeracy	Calculates and records time allocated to tasks and applicable fees
Oral communication	Uses questioning to clarify understanding Uses industry-specific vocabulary to address key personnel
Reading	Interprets textual information to identify correct terms or processes Proofreads text to ensure accuracy of content and format
Writing	Uses specific, accurate and relevant language to complete workplace documentation
Teamwork	Follows accepted practices and protocols when communicating with internal and external parties
Initiative and enterprise	Adheres to organisational and legal requirements
Planning and organising	Plans and implements tasks to achieve outcomes according to organisational requirements

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBLEG301 Apply knowledge of the legal system to complete tasks

BSBLEG305 Use legal terminology in order to carry out tasks

BSBLEG306 Maintain records for time and disbursements in a legal practice.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG311 Work in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

work in a legal services environment, including:

accessing legal information

drafting documents, with assistance

seeking feedback on performance.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

types of legal documents

spelling, abbreviations and appropriate use of legal terminology

roles and responsibilities of key bodies in the legal system

scope of support role to provide legal advice, complete legal work and appear in court according to relevant jurisdiction

legislative, ethical and organisational requirements related to legal documents and court behaviour

legislative and ethical standards related to entering a court or tribunal

organisational policies and procedures of presenting documents

key personnel within a legal practice and their responsibilities.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures relevant to staff responsibilities

information on courts, their jurisdiction and behavioural expectations.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG312 Carry out search of the public record

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to complete a search of the public record. This involves planning and conducting the search and obtaining, storing and reporting the information according to instructions. Searches may be carried out using digital databases.

The unit applies to individuals who must access public records in a work environment, with assistance.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan search	1.1 Identify information required from search process 1.2 Identify information sources and procedure for obtaining information 1.3 Plan work according to specified timelines
2. Undertake search	2.1 Access and complete search request form 2.2 Identify costs associated with the search 2.3 Lodge search request form 2.4 Obtain record of lodgement and store according to organisational policies and procedures
3. Finalise search	3.1 Obtain search results and check that information needs have been met 3.2 Store required documents according to organisational policies and procedures 3.3 File records of expense according to organisational policies and procedures 3.4 Advise required personnel of search outcome and report outstanding issues and matters than cannot be resolved within scope of own role

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Learning	Plans and organises a routine job, identifying possible risks and accessing relevant resources
Reading	Identifies and interprets textual information to determine job requirements Checks information for accuracy
Writing	Completes a range of forms accurately and legibly using correct technical vocabulary
Oral Communication	Listens to clear, sequenced instructions of several steps, and asks clarifying questions as required
Numeracy	Calculates and records details of search fees and time estimates
Technology	Uses organisational file sharing and storage systems

Unit Mapping Information

Supersedes and is equivalent to BSBLEG302 Carry out search of the public record.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG312 Carry out search of the public record

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

carry out a search of the public record at least three times.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures relating to carrying out searches of public records

codes of conduct including those relating to:

privacy and confidentiality

use of company property

duty of care

ethical behaviour

conflict of interest

compliance requirements related to research and access to public records

legal terminology in relation to the relevant area of law and the appropriate legal process

location and appropriate search procedures of relevant search sources, including online information locations

standard problems and resolutions in the sourcing and delivery of information

roles and responsibilities of internal and relevant external individuals and authorities.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

office equipment and resources required to complete search processes described in the performance evidence

legislation and regulations relevant to public record searches.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG313 Lodge documents in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to organise documents for lodgement at a court or non-judicial registry, plan and carry out lodgement, and return proof of document lodgement. Document lodgement may be carried out digitally.

The unit applies to individuals who provide administrative support in a legal services environment, while under supervision.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan document lodgement	1.1 Identify task requirements, including registry for lodgement and documents to be lodged 1.2 Identify requirements for chosen method of lodgement 1.3 Copy and collate documents, where relevant, according to registry requirements and organisational policies and procedures 1.4 Obtain monies to pay for lodgement, where relevant, according to organisational policies and procedures
2. Carry out document lodgement	2.1 Access registry safely and securely 2.2 Submit documents according to registry and task requirements 2.3 Record relevant details where documents are deficient and cannot be lodged 2.4 Make payment, where relevant, according to registry requirements 2.5 Resolve barriers to lodgement within scope of own role or refer to relevant personnel
3. Finalise document lodgement	3.1 Obtain record of lodgement and confirm that task requirements have been met 3.2 Store required documents according to organisational policies and procedures 3.3 File records of lodgement expense according to organisational policies and procedures 3.4 Advise required personnel of lodgement outcome and report outstanding issues

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Learning	Plans and organises routine jobs, identifying possible risks and accessing relevant resources
Reading	Identifies and interprets textual information to determine job requirements Checks information for accuracy
Writing	Completes a range of forms accurately and legibly using correct technical vocabulary
Oral Communication	Listens to clear, sequenced instructions of several steps, and asks clarifying questions as required
Numeracy	Calculates and records details of lodgement fees and time estimates

Unit Mapping Information

Supersedes and is equivalent to BSBLEG303 Deliver court documentation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG313 Lodge documents in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assemble complete and accurate documentation for lodgement relating to:

at least two different courts

at least one non-judicial registry.

In the course of the above, the candidate must:

plan submission schedule to accommodate agreed timelines

prepare monies for filing fees

maintain records of activities, actions, outcomes, time and costs according to organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures for document submission, including policies and procedures relating to:

disbursements

document storage

accepted codes of conduct including those relating to:

privacy and confidentiality

ethical behaviour

compliance with reasonable direction

relevant court processes, current legislation, legal processes and required documentation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

appropriate legislation and regulations relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG314 Protect information in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to protect information in a legal services environment.

The unit applies to individuals who provide services to support legal practitioners, while under supervision.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Work within accepted codes of conduct	1.1 Update documents and forward reports on the progress of matters to clients and legal practitioner according to instructions and organisational policies and procedures 1.2 Identify personal role and responsibilities in relation to communication with relevant parties 1.3 Communicate conflict of interest or potential conflict of interest in a legal matter to the legal practitioner responsible for the matter 1.4 Follow organisational procedures for receipting payments 1.5 Assess information regarding what is and what is not disclosable
2. Follow storage procedures	2.1 Store and secure documents according to organisational policies and procedures 2.2 Label and store all materials required by legislation to be stored for certain periods of time and according to organisational policies and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and interprets textual information to determine and to adhere to organisational practices
Writing	Legibly and correctly completes and updates documentation
Oral Communication	Participates in spoken exchanges using structure and language to suit the audience Uses active listening and questioning techniques to confirm understanding
Initiative and enterprise	Complies with legislative obligations and follows ethical requirements, policies and procedures relevant to own role
Planning and organising	Plans, organises and implements tasks to achieve outcomes according to organisational requirements Addresses problems by implementing standard procedures, referring problems outside own scope of responsibility to others
Technology	Uses digital systems and tools to access and store information, understanding the need for security of all data

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBLEG304 Apply the principles of confidentiality and security within the legal environment.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG314 Protect information in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least three occasions, handle, store and secure electronic, paper based, exhibits and confidential information according to organisational policies and procedures.

In the course of the above, the candidate must:

apply relevant legislation and codes of conduct and ensure all work is performed with honesty and integrity

update documents according to instruction and organisational policy or procedures

identify and apply standard resolutions to breaches of confidentiality, security and conduct by self and others within the firm

seek advice from appropriate sources where the level of confidentiality required in a situation is unclear.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

personal role and responsibilities in relation to contact with the opposing party, including confidentiality requirements

responsibilities relating to receipting payments

scenarios in which clientrelated matters are discussed

storage processes

organisational policies and procedures

accepted codes of conduct including those relating to:

privacy and confidentiality

use of company property

duty of care

ethical behaviour

nondiscriminatory practice

conflict of interest

compliance with reasonable direction

relevant court processes, current legislation, legal processes and required documentation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

office equipment and resources for confidentiality and security processes

legislation and regulations relevant to common legal matters

background information on courts, their jurisdiction and behavioural requirements.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG315 Assist in planning activities in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist others by supporting the planning of activities in a legal services environment.

The unit applies to individuals who work under supervision to arrange appointments and other activities based on court dates and required legislative timeframes. In this role, individuals apply a broad range of administrative competencies in a legal office work environment, using some discretion and judgement. They provide support to legal practitioners and may provide technical advice and support to a team.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Record file-related critical dates and times	1.1 Identify file-related deadlines 1.2 Record file-related deadlines according to organisational policies and procedures
2. Make and record appointments on behalf of designated personnel	2.1 Establish and clarify priorities of designated personnel 2.2 Agree and document timelines for achievement of priorities 2.3 Arrange appointments for all parties involved 2.4 Reschedule appointments as required
3. Assist designated personnel to prepare for critical dates	3.1 Check records daily for upcoming appointments and commitments 3.2 Remind designated personnel of critical file dates 3.3 Prepare and distribute information meeting task requirements to designated personnel prior to critical dates 3.4 Set reminders to schedule appointments in consultation with designated personnel
4. Follow up outcomes of meetings and other activities	4.1 Organise appropriate follow-up actions and activities in conjunction with designated personnel and relevant parties 4.2 Update file notes according to organisational policies and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and interprets textual data to identify and plan job deadlines to adhere to requirements
Writing	Uses clear, accurate and relevant language to organise, record and update information and complete workplace documentation
Oral Communication	Articulates clearly using specific terminology and relevant tone to convey requirements Uses active listening and questioning techniques to confirm understanding
Numeracy	Uses basic mathematical formula to calculate and monitor work timeframes
Initiative and enterprise	Takes personal responsibility for adherence to legal and regulatory requirements Identifies and responds to organisational policies and procedures
Teamwork	Selects appropriate mode of communication for a specific purpose relevant to own role Cooperates with others as part of familiar routine activities and contributes to specific activities requiring joint responsibility and accountability
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficient and effective outcomes Takes responsibility for outcomes of routine decisions related directly to own role

Unit Mapping Information

Supersedes and is equivalent to BSBLEG308 Assist in prioritising and planning activities in legal practice.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG315 Assist in planning activities in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assist with planning activities for at least two different matters.

In the course of the above, the candidate must:

apply organisation skills and procedures to diarise all relevant details of appointments and file deadlines and follow up as required

apply standard procedures to solve problems including double-bookings or nonattendances

create and maintain uptodate, legible, accurate and accessible records of all activities and outcomes according to organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures for organising appointments

key features of organisational administrative systems and files

codes of conduct relevant to planning activities in a legal services environment.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

office equipment and resources for scheduling activities

legislation and regulations relevant to planning activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG421 Apply understanding of the Australian legal system

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to apply understanding of the Australian legal system. This includes understanding and applying knowledge of the Federal system, sources of law, and the trial system for resolving disputes.

The unit applies to individuals who are in legal assistant job roles, as well as those who are required to apply basic legal knowledge in a work environment.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Research sources of law	1.1 Identify sources of Australian law 1.2 Identify hierarchy of sources of law 1.3 Access sources of legislation according to organisational policies and procedures 1.4 Apply principles for reading and interpreting legislation
2. Identify and revise inconsistencies between laws	2.1 Resolve conflicts between pieces of statute law according to hierarchy of sources of law 2.2 Resolve conflicts between pieces of common law according to hierarchy of courts 2.3 Resolve conflicts between statue and common law according to hierarchy of sources of law
3. Research the trial system	3.1 Examine elements of the adversary trial system 3.2 Identify and examine differences in law and procedures between civil and criminal proceedings

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Writing	Records results of investigations using clear and comprehensible language and grammar to convey detailed information and capture different perspectives
Initiative and enterprise	Applies knowledge of legislation, regulations, jurisdictions and procedures relevant to role accurately and comprehensively
Planning and organising	Uses systematic, analytical processes in non-routine situations, gathering relevant information and identifying and evaluating options

Unit Mapping Information

Supersedes and is equivalent to BSBLEG413 Identify and apply the legal framework.

Supersedes but is not equivalent to BSBINT407 Prepare business advice on export Free-on-Board Value.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG421 Apply understanding of the Australian legal system

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare one report or one presentation that covers the following:

Australian law

statute law

common law

elements of the adversary trial system

civil and criminal proceedings.

In the course of the above, the candidate must:

explain differences between Australian law-making institutions, including courts and legislative bodies

explain relationship between legislative powers of Federal Government and state/territory governments, including limitations on legislative authority

identify appropriate bodies to hear civil versus criminal proceedings

explain how adversarial system of trial operates

explain application and outcomes of principles of precedent.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

institutions and main features of the Australian legal system

federal system

sources of law

trial systems for resolving disputes

rules for resolving conflicts of laws

legal terminology in relation to areas of practice of law and relevant legal processes

methods used to identify and interpret appropriate information about sources of Australian law

scope of own responsibilities in context of legal framework.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

office equipment and resources for fulfilling performance criteria

relevant legislation and regulations.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG422 Maintain a file in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to maintain a file under the instruction of a designated individual.

The unit applies to individuals who apply well established, sound theoretical knowledge in the provision of administrative support in a legal services environment.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Initiate preliminary file activities	1.1 Obtain details of the legal matter from the client according to instructions and organisational policies and procedures 1.2 Develop a quote in line with organisation’s fee structure and forward it to instructing legal practitioner for approval, where applicable 1.3 Identify terms of engagement with instructing legal practitioner and confirm expectations are agreed upon and documented 1.4 Complete and record results of conflicts of interest check 1.5 Prepare initial file documentation
2. Open file	2.1 Locate, access and extract relevant information for initiating files according to organisational policies and procedures 2.2 Select and brief support staff to assist on file, in consultation with designated individual 2.3 Forward confirmation of instructions, details of those working on the file, a summary of work to be performed and associated timelines to client on behalf of instructing legal practitioner 2.4 Plan work in conjunction with designated individual and allocate resources
3. Contact other persons about the file	3.1 Communicate with relevant parties and document outcomes 3.2 Update file notes detailing activities, actions and outcomes and record time
4. Undertake legal process according to plan	4.1 Maintain information flow to relevant parties on progress of matter 4.2 Immediately refer issues or problems outside own range of responsibility to designated individual for resolution 4.3 Confirm enough money is left in the trust account and contact instructing legal practitioner to facilitate the transfer of additional funds, where applicable 4.4 Support development of a progress report
5. Facilitate file administration and closure	5.1 Reconcile final costing and prepare invoice, where applicable 5.2 Arrange meeting with relevant personnel to review final relevant documentation in order to facilitate sign-off before forwarding to client 5.3 Update and complete file notes 5.4 Confirm final accounting and resolve outstanding disbursements 5.5 Close and archive file according to policies and procedures of the firm

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Reviews text from both hard copy and online sources to identify correct procedures and processes, to maintain information flow and to obtain specific information relevant to the current client and/or file
Writing	Uses correct terminology, grammatical structures, spelling and organisational style guides to prepare documentation Uses clear and detailed language and paraphrasing techniques to accurately transcribe events
Oral Communication	Uses effective questioning and listening techniques to clarify needs and to obtain information from others Relates information obtained, progress made and requirements using clear and concise language appropriate to the audience and environment
Numeracy	Extracts and evaluates numerical information and using a calculator or relevant software applies basic arithmetic functions, fractions and percentages to calculate billable hours, prepare invoices, monitor trust accounts and finalise disbursements
Initiative and enterprise	Takes personal responsibility for following explicit and implicit policies, procedures and legislative requirements
Teamwork	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
Planning and organising	Takes responsibility for planning and organising own workload, determining when to allocate work to team members Makes routine decisions and implements standard procedures for routine tasks, using formal decision-making processes for more complex and non-routine situations
Technology	Uses familiar digital technologies and systems to access information, enter and store data, present information and communicate with others

Unit Mapping Information

Supersedes and is equivalent to BSBLEG414 Establish and maintain a file in legal services.

Supersedes but is not equivalent to BSBLEG403 Maintain trust accounts.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG422 Maintain a file in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

maintain at least four files in a legal services environment.

In the course of the above, the candidate must:

document and file information according to organisational policies, procedures and legal requirements, and within agreed timeframes

apply financial systems and procedures of the organisation according to legal requirements and within agreed timeframes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope of role and responsibilities, and obligation to refer matters to supervisor

organisational policies and procedures relating to the following:

quotation and invoicing

privacy and confidentiality

use of company property

duty of care

legal terminology applicable to performance evidence including that specific to area of law

archiving procedures and appropriate file retention periods

relevant legal processes and required documentation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace reference materials to fulfil the performance criteria

legislation and regulations relevant to fulfil the performance criteria.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG423 Conduct simple legal research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to work under supervision to conduct simple legal research locating relevant information and writing up a basic summary.

The unit applies to individuals who provide legal support services while under supervision. Its application in the workplace will be determined by the job role of the individual and the legislation, rules, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Process request for information	1.1 Document request using appropriate recording system 1.2 Confirm client identity and other party’s right to receive information 1.3 Clarify client needs and establish relevant criteria in consultation with designated person to ensure client needs are met 1.4 Select response methods according to task requirements 1.5 Forward request for information to others where appropriate
2. Carry out legal research	2.1 Identify relevant sources and locations of information according to organisational and task requirements 2.2 Access identified sources and escalate where problems arise 2.3 Extract information relevant to request for information 2.4 Store extracted information according to security and confidentiality procedures of the organisation
3. Finalise research	3.1 Evaluate extracted information for relevance according to task requirements 3.2 Maintain integrity of information 3.3 Develop a summary of research findings to relevant parties for review and action

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies information from a range of texts to determine the procedures and strategies needed to perform a range of tasks Identifies, accesses, analyses and evaluates information from a range of sources Proofreads documents for accuracy of content, layout, grammar, spelling and punctuation
Writing	Gathers, evaluates and integrates information from a range of sources to develop plans Presents finished document in required format using language, structure and style appropriate to audience Creates required records according to organisational recording procedures and systems
Oral Communication	Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Initiative and enterprise	Identifies and follows legislative requirements and organisational policies and procedures associated with own role
Planning and organising	Plans, organises and implements tasks to meet organisational requirements Identifies and takes responsibility for addressing predictable and some less predictable problems in familiar work contexts
Technology	Uses the main features and functions of digital technologies and tools to complete work tasks

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBRES404 Research legal information using primary sources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG423 Conduct simple legal research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

conduct simple legal research in relation to at least three different requests for information.

In the course of the above, the candidate must:

follow organisational procedures for receiving, documenting and processing requests for information

process and format information in accordance with organisational policies and procedures, particularly with regard to security and confidentiality.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures relating to locating information and conducting research under supervision

relevant information sources including:

process for accessing the information source

barriers to access for information sources

the type of information

legislative requirements that apply when researching, accessing and using legal information.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

appropriate legislation and regulations relevant to common legal matters

organisational policies and procedures for formatting of documents, security and confidentiality

office equipment and resources for conducting simple legal research.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG424 Support the drafting of complex legal documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to support the drafting of complex legal documents that meet legislative and organisational requirements, including by using advanced features of relevant software packages.

The unit applies to individuals who use a broad knowledge base and well-developed skills to provide administrative support in a legal environment.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish drafting requirements	1.1 Identify task requirements 1.2 Select software according to task requirements 1.3 Establish document design and structure 1.4 Design and structure document to meet legislative and task requirements 1.5 Review and update existing precedent documents
2. Prepare to draft	2.1 Develop and use precedents to ensure consistency of design and layout 2.2 Evaluate and amend templates to ensure document requirements can be met 2.3 Recommend improvements to relevant personnel for design and structure of existing documents 2.4 Facilitate a review process of suggested improvements, where necessary
3. Develop draft	3.1 Prepare documents using appropriate and available precedent documents according to policies and procedures of the organisation 3.2 Enter and edit relevant data 3.3 Use a range of advanced software functions to ensure accurate completion of task 3.4 Check documents for spelling, grammar, numeric data and layout 3.5 Proofread documents for accuracy of content and consistency of layout and style 3.6 Make modifications to meet required specifications 3.7 Manage any difficulties and produce documents within agreed timelines
4. Finalise draft	4.1 Submit documents as required 4.2 Arrange review of documents with designated person 4.3 Undertake final publishing of documents 4.4 Save and store document according to organisational procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Investigates and interprets a variety of texts to determine and adhere to requirements Applies accurate and systematic reviewing techniques to scrutinise precedent documents, templates and new documentation
Oral Communication	Uses active questioning and listening techniques, when interacting with colleagues and ascertaining task requirements Uses appropriate language and features to effectively convey opinions and recommendations
Initiative and enterprise	Monitors adherence to organisational policies and procedures and legislative requirements
Teamwork	Cooperates with others as part of familiar routine activities, and contributes to specific activities requiring joint responsibility and accountability
Planning and organising	Uses planning and organisational skills to perform tasks within designated timelines Uses analytical thinking techniques to identify issues and generate possible solutions, seeking input from others as require
Technology	Uses digital applications to access, extract, organise, integrate and share relevant information Considers purpose, needs and limitations when selecting devices, applications and features for different tasks

Unit Mapping Information

Supersedes and is equivalent to BSBLEG418 Produce complex legal documents.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG424 Support the drafting of complex legal documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support the drafting of at least three complex legal documents using advanced functions of at least one software package, or integrate functions of at least two different software packages.

In the course of the above, the candidate must:

design and produce accurate documents that conform to specified standards within agreed timelines.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures in relation to precedent design and use

relevant legislation, rules, regulations, and codes of practice for drafting legal documents

process for developing and testing templates.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to:

software required to support document drafting process

organisational policies and procedures for drafting documents

legislation and regulations for drafting legal documents to fulfil the performance criteria.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG425 Apply principles of legal project management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to apply project management skills in a legal context to assist in the delivery of project to time and cost requirements.

The unit applies to those who have a broad knowledge of project management who contribute well-developed skills to creating solutions to unpredictable problems. They may have responsibility to provide guidance or to delegate aspects of these tasks to others.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan project	1.1 Identify project scope according to client instructions 1.2 Identify project resources 1.3 Identify project risk and mitigation measures 1.4 Confirm deliverable with management according to organisational policy 1.5 Develop project plan according to client and organisational requirements
2. Execute project	2.1 Support in developing deliverable according to client and organisational requirements 2.2 Assist in monitoring project progress against project objectives 2.3 Contribute to rectifying contingencies according to organisational policies and task requirements
3. Maintain project	3.1 Seek feedback from relevant stakeholders on project management processes to inform lessons learned 3.2 Analyse and amend processes according to feedback 3.3 Record and action feedback as required according to organisational policy and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Evaluates effectiveness of plans and results to inform improvement decisions
Reading	Extracts and analyses relevant information from texts of varying complexity
Writing	Develops a range of documents using structure and vocabulary appropriate to audience, context and purpose
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction
Initiative and enterprise	Adheres to legislative and organisational requirements
Planning and organising	Determines job sequence and works logically and systematically to undertake defined tasks
Technology	Uses familiar digital technologies and systems to access information, prepare information and support projects

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG425 Apply principles of legal project management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply project management principles to at least three legal projects.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation and regulations relevant to legal project management

techniques to identify and document client expectations

legal project risks and mitigation techniques

organisational policies and procedures for legal project management

monitoring processes to track project delivery

methods to obtain feedback for identifying lessons learned from relevant personnel.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation and regulations relevant to legal project management

organisational policies and procedures for legal project management

relevant software for legal project management.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG521 Conduct and apply legal research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to undertake and apply legal research under supervision. This includes identifying research requirements and sources of information, applying information to a set of facts, evaluating the quality of the information, and preparing and producing reports.

The unit applies to individuals who apply a well-established, sound theoretical knowledge base and use a range of specialised, technical or managerial competencies to plan and carry out work in a legal context in accordance with legislation, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to research	1.1 Confirm task requirements 1.2 Prepare research plan and prioritise activities according to task requirements 1.3 Identify available resources and technical requirements 1.4 Delegate tasks according to timelines and task requirements
2. Undertake research	2.1 Identify sources of legal data and information 2.2 Research and identify key information to be extracted
3. Review research	3.1 Check information for compliance with copyright and legal requirements 3.2 Analyse legal data and information for relevance to facts 3.3 Edit and collate legal data and information according to task, legal and ethical requirements
4. Apply research	4.1 Draft document in appropriate format according to task and organisational requirements 4.2 Present legal data and information according to organisational policies and procedures and legal requirements 4.3 Evaluate draft against previously identified criteria and address identified gaps or deficits 4.4 Review document in consultation with supervisor 4.5 Make amendments where necessary
5. Prepare final draft	5.1 Prepare executive summary 5.2 Check final draft and present it to supervisor for review and sign-off 5.3 Facilitate distribution of report as required

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and analyses complex texts to assess relevance to research task Compares prepared drafts against criteria to evaluate whether it meets requirements
Writing	Composes and edits texts, selecting appropriate vocabulary, structure and format for audience and purpose
Oral Communication	Explains issues and requirements clearly and obtains information from others by listening and questioning
Numeracy	Analyses task requirements to calculate the duration of activities
Initiative and enterprise	Adheres to legal and regulatory responsibilities related to own work
Teamwork	Collaborates with others to achieve required outcomes Selects and uses appropriate communication practices and conventions for the purpose and audience
Planning and organising	Plans, prioritises, organises and implements tasks to meet organisational requirements, liaising with others when required Systematically analyses information against set criteria in order to decide on amendments needed to draft reports
Technology	Uses the main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBRES502 Research legal information using secondary sources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG521 Conduct and apply legal research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

conduct and apply legal research in relation to four different matters.

In the course of the above, the candidate must:

consult with relevant stakeholders to prepare a research plan

conduct research using both primary and secondary sources, according to legal and organisational requirements

produce a final report using appropriate format and language, according to the requirements of the request and within agreed timelines.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common primary and secondary sources of legal data and information

situations where there would be an obligation to refer matters to supervisors and/or obtain sign-off on legal work

policies and procedures of the organisation relating to researching, accessing and using legal information

legislative requirements that apply when researching, accessing and using legal information

format for presenting written reports.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG522 Apply legal principles in contract law matters

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Typographical error corrected in Knowledge Evidence.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to analyse and evaluate information from a variety of sources and supply solutions to contractual issues in a legal environment.

The unit applies to individuals who provide support in a range of legal service settings with a degree of responsibility to plan and complete investigations. It also applies to individuals in a range of work environments that a required to apply a basic understanding of contract law principles.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish nature and meaning of contract	1.1 Confirm task requirements 1.2 Identify type of contract 1.3 Research key elements of contract 1.4 Assess the validity of contract
2. Apply principles of contract law	2.1 Analyse legal matter involving contractual issues using principles of contract law 2.2 Evaluate key issues arising from contractual issue 2.3 Assess applicable remedies
3. Finalise application of contract law	3.1 Review analysis with supervisor as required 3.2 Identify and flag unresolved contractual issues 3.3 Document analysis according to organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies, analyses and evaluates complex text to clarify contractual definitions, principles and legal requirements
Writing	Prepares specific information based on results of research, analysis and evaluation conveying an understanding of outcomes and alternatives, and using terminology appropriate to relevant personnel
Oral Communication	Articulates key issues, identified remedies and organisational procedures using detailed language and suitable tone appropriate to audience and environment Elicits views and opinions of others by active listening and questioning
Initiative and enterprise	Identifies own legal rights and responsibilities and is extending understanding of general legal principles applicable across work contexts Adheres to organisational policies and procedures Identifies nature and purpose of own role and associated responsibilities and how it contributes to work of others in immediate work context
Planning and organising	Plans and implements tasks required to achieve organisational requirements Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of information into account Uses formal analytical thinking techniques to identify issues and generate possible solutions, seeking input from others as required

Unit Mapping Information

Supersedes and is equivalent to BSBLEG415 Apply the principles of contract law.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG522 Apply legal principles in contract law matters

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Typographical error corrected in Knowledge Evidence.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply principles of contract law in relation to at least six different matters.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

commonly used legal terminology, institutions and main features of Australian legal system

methods used to identify appropriate information sources of Australian law

nature, aims and rationale of contracts, including agreements, intention to create legal relations, consideration, and capacity to contract

procedures for discharge of contracts including for a workplace legal matter

remedies for breach of contract

illegal and void contracts

privity of contract and assignment of contract.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to contract law

sources of information about contract law.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG523 Apply legal principles in tort law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assess, analyse, and evaluate tort law matters, and apply the principles of the law of torts.

The unit applies to individuals who provide support in a range of legal service settings with a degree of responsibility to plan and complete investigations.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply principles of tort law	1.1 Identify task requirements 1.2 Identify key tort law elements for analysis according to task requirements 1.3 Identify key provisions of legislation and common law, policies or procedures according to task requirements
2. Apply principles of tort law	2.1 Analyse legal matter for possible torts 2.2 Evaluate identified torts according to task requirements 2.3 Extract and document information relevant to task
3. Finalise application of tort law	3.1 Identify and document damages applicable for identified torts 3.2 Submit findings to designated person according to organisational policies and procedures 3.3 Analyse and amend findings with supervisor according to task requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies, reviews and interprets complex legal text from a range of sources and determines how content may be applied in application of torts law
Writing	Documents research findings, analyses and evaluations using format, language and structure suitable to audience and environment
Oral Communication	Uses questioning and listening techniques to elicit information Presents factual information and recommendations using specific and relevant language and features
Initiative and enterprise	Takes personal responsibility for following organisational policies and procedures
Teamwork	Selects appropriate form, channel and mode of communication for a specific purpose relevant to own role
Planning and organising	Plans, organises and implements tasks required to achieve organisational outcomes Makes a range of critical and non-critical decisions in relatively complex situations, analysing a range of factors to inform decision-making Uses formal analytical thinking techniques to identify issues and generate possible solutions

Unit Mapping Information

Supersedes and is equivalent to BSBLEG416 Apply the principles of the law of torts.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG523 Apply legal principles in tort law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply legal principles in tort law matters on at least three occasions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

commonly used legal terminology, institutions and main features of Australian legal system

distinctions between tort and crime, breach of contract, and other legal obligations

methods used to identify appropriate information about sources of Australian law

torts relating to:

negligence

negligent misrepresentation

person, goods and land

meaning of:

occupier’s liability

vicarious liability

law of defamation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to tort law

sources of information on tort law.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG524 Apply principles of evidence law in matters under litigation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to analyse and evaluate key issues associated with evidence law for matters under litigation.

The unit applies to individuals who provide support in a range of legal service settings with a degree of responsibility to plan and complete investigations.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply evidence law	1.1 Access sources of legal information on nature and meaning of evidence law 1.2 Distinguish between case law and legislation related to evidence 1.3 Assess significance of evidence law in various contexts in a legal environment
2. Employ principles of evidence law	2.1 Apply principles of evidence to relevant legal matters arising in the workplace 2.2 Analyse and evaluate key issues 2.3 Review analysis with designated person
3. Finalise application of principles of evidence law	3.1 Distinguish relevant and admissible evidence in context of a legal matter 3.2 Identify consequence of evidence not being relevant and/or admissible

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies, reviews and interprets complex legal text from a range of sources and determines how content may be applied in the application of evidence law
Writing	Prepares documentation that incorporates an evaluation of information using specialised and cohesive language in a format and style appropriate to a specific audience
Oral Communication	Uses questioning and listening techniques to elicit information Presents results and findings clearly and concisely using appropriate language, terminology and tone
Enterprise and initiative	Identifies implications of legal responsibilities related to own work and recognises specific legal principles applicable in evidence law
Planning and organising	Plans and organises data collection tasks Uses systematic analytical process to access, investigate and compare information about legal matters

Unit Mapping Information

Supersedes and is equivalent to BSBLEG417 Apply the principles of evidence law.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG524 Apply principles of evidence law in matters under litigation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply principles of evidence law in relation to at least four different matters.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

commonly used legal terminology, institutions and main features of Australian legal system

methods used to identify appropriate information about sources of Australian law

nature and meaning of evidence law, including:

standard and burden of proof

relevance of evidence

hearsay evidence

competence and compellability of witnesses

opinion evidence

evidence of character.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations about evidence law

sources of information on evidence law.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG525 Apply legal principles in intellectual property law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to apply legal principles in intellectual property law matters. It covers maintaining control over the copyright owner’s work, commercialising copyright material, preventing the unauthorised use of an original work and using other party’s original work legitimately.

The unit applies to individuals who provide support in a range of legal service settings with a degree of responsibility to plan and complete investigations.

It also applies to people who may be authors, creators or other owners of works covered by copyright, as well as employees who have a role in ensuring that their organisational copyright is protected and/or that their organisation uses others’ copyright appropriately to benefit the organisation without infringing the rights of copyright owners.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply principles of intellectual property	1.1 Identify task requirements 1.2 Identify key principles of intellectual property law according to task requirements 1.3 Identify key provisions of legislation and common law, policies or procedures relevant to task requirements
2. Employ principles of intellectual property	2.1 Apply principles of intellectual property law to relevant legal matters arising in the workplace 2.2 Analyse and evaluate key issues 2.3 Develop recommendations of legal and economic implications of copyright infringement according to task requirements
3. Finalise application of intellectual property principles	3.1 Review analysis with designated person 3.2 Obtain feedback from relevant personnel 3.3 Amend advice according to feedback 3.4 Store documents and data used according to organisational policies and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Researches and analyses complex texts, including legislation, to identify relevant information Monitors and reviews organisational policies and procedures to ensure compliance with legislative requirements
Writing	Records and maintains copyright documentation according to legislative and organisational requirements Reviews and updates organisational policies and procedures to ensure compliance with legislative requirements
Oral Communication	Provides advice using language and terminology appropriate to audience Obtains information from others by listening and questioning
Initiative and enterprise	Implements, monitors and reviews policies and procedures to ensure organisational compliance with legislative requirements
Self-management	Follows accepted communication practices when seeking or providing advice about intellectual property Identifies and complies with legislative requirements associated with own role
Planning and organising	Plans, organises and implements tasks needed to ensure compliance with legislative and organisational requirements Systematically gathers and analyses information to decide on action needed to prevent or address copyright infringements
Technology	Uses digital technologies or tools to access and record information

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBIPR301 Comply with organisational requirements for protection and use of intellectual property

BSBIPR401 Use and respect copyright

BSBIPR402 Protect and use new inventions and innovations

BSBIPR403 Protect and use brands and business identity

BSBIPR404 Protect and use innovative designs

BSBIPR601 Develop and implement strategies for intellectual property management.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG525 Apply legal principles in intellectual property law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply principles of intellectual property law in at least four different matters.

In the course of the above, the candidate must:

review and interpret information to determine how copyright applies in the organisation

recommend actions to address risks and infringements

communicate advice or recommendations about copyright to relevant stakeholders.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative framework for copyright and its application to the organisation including:

copyright owner of original works within or used by the organisation

policies and procedures for use of own copyright materials by other parties

policies and procedures for legitimate use of others’ copyright materials

sources of information and advice on copyright

the types of works that attract copyright

circumstances where a copyright notice is required

regulations on selling copyright rights including:

commercialisation potential of copyright material

potential benefits for the firm

intellectual property agreement documentation requirements

further actions where intellectual pretty rights are breached

methods to limit or deter unauthorised use of copyright material

direct and indirect infringement of copyright

when authorisation for use of copyright material is needed and how to obtain it

different types of licences and how they apply to the firm.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations, standards and codes relevant to intellectual property.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG526 Apply legal principles in criminal law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to carry out administrative tasks within criminal law frameworks.

The unit applies to individuals who use well-developed skills and a broad knowledge base to provide support in a range of legal service settings. They apply solutions to a range of unpredictable problems and analyse and evaluate information from a variety of sources.

Its application in the workplace is determined by the job role of the individual and legislation, rules, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply principles of criminal law	1.1 Identify task requirements 1.2 Identify key criminal law elements for analysis according to task requirements 1.3 Identify key provisions of legislation and common law, policies or procedures according to task requirements
2. Apply elements of criminal law	2.1 Analyse legal matter relevant to criminal law 2.2 Evaluate information according to task requirements 2.3 Prepare deliverable according to task and organisational requirements
3. Finalise deliverable	3.1 Review deliverable with supervisor 3.2 Amend and sign-off according to organisational policies and procedures 3.3 Despatch document according to organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers, interprets and analyses complex textual information from a range of sources and identifies relevant and key information
Writing	Uses clear, accurate and relevant language to organise, liaise, record and update information and complete workplace documentation according to organisational protocols
Oral Communication	Provides clear explanations using language and features appropriate to the audience Employs listening and questioning techniques to confirm understanding
Numeracy	Interprets numerical information and makes mathematical calculations to determine legal services costs
Self-management	Takes full responsibility for following policies, procedures and legislative requirements Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
Planning and organisation	Plans, prioritises and completes complex tasks according to legal and organisational requirements

Unit Mapping Information

Supersedes and is equivalent to BSBLEG511 Apply legal principles in criminal law matters.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG526 Apply legal principles in criminal law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply criminal law principles in at least four different matters.

In the course of the above, the candidate must:

prepare to apply principles of criminal law according to task requirements

apply elements of criminal law to prepare a deliverable

review and amend deliverable according to feedback from supervisor

despatch deliverable according to organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope of job role in the context of legislation, regulations and codes of practice

relevant court processes

key principles of criminal law

types of criminal matters, defences, hearings, criminal jurisdictions

types of courts and their interrelationship

process for receiving and relaying calls regarding client charge and bail status

document preparation process for letters and documents

content and formatting requirements of selected deliverable

key provisions of criminal law legislation

documentation required in criminal law matters

organisational required policies and procedures for criminal law matters.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace policies and procedures and reference materials relevant to performance evidence

background information on courts, their jurisdiction and behavioural requirements

appropriate legislation and regulations relevant to fulfil performance criteria.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG527 Apply legal principles in family law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to apply legal principles within the family law framework.

The unit applies to individuals who use well-developed skills and a broad knowledge base to provide support in a range of legal service settings. They apply solutions to a range of unpredictable problems and analyse and evaluate information from a variety of sources.

Its application in the workplace is determined by the job role of the individual and the legislation, rules, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply principles of family law	1.1 Identify task requirements 1.2 Identify key family law elements for analysis according to task requirements 1.3 Identify key provisions of legislation and common law, policies or procedures according to task requirements
2. Apply principles of family law	2.1 Analyse legal matter relevant to family law according to task requirements 2.2 Evaluate information according to task requirements 2.3 Prepare deliverable according to task and organisational requirements 2.4 Complete and present documentation for review
3. Finalise deliverable	3.1 Review deliverable with relevant organisational personnel 3.2 Amend and sign-off according to organisational policies and procedures 3.3 Despatch document according to organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers, interprets and analyses complex textual information from a range of sources and identifies relevant and key information
Writing	Uses clear, accurate and relevant language to organise, record and update information and complete workplace documentation
Oral Communication	Clearly articulates requirements and explains legal procedures using language and features appropriate to the audience Employs active listening and questioning techniques to confirm understanding
Numeracy	Interprets numerical information and makes mathematical calculations to determine maintenance obligations
Initiative and enterprise	Monitors adherence to organisational policies and procedures Keeps up-to-date with relevant legislation or regulations in relation to own responsibilities and considers the implications of these when planning and undertaking work
Planning and organising	Plans, sequences and completes tasks to achieve required outcomes, coordinating aspects with others, when required Analyses information to make decisions in relatively complex situations, taking a range of factors into account

Unit Mapping Information

Supersedes and is equivalent to BSBLEG510 Apply legal principles in family law matters.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG527 Apply legal principles in family law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply legal principles in at least four different family law matters.

In the course of the above, the candidate must:

collect accurate and detailed facts from clients about property, support and parenting and interpret and communicate outcomes according to law

provide appropriate information and documentation to clients at appropriate stages of legal process

calculate and document relevant costing according to organisational requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

relevant court processes for family law matters

legal processes required in this role

family law matters including:

marriage dissolution

property settlement dealing with minors

family law as it applies to scope of workplace responsibilities

documentation required in family law matters

required organisational policies and procedures pertinent to this role.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

appropriate legislation and regulations relevant to family law and common legal matters

background information on courts, their jurisdiction and behavioural requirements

workplace resources to fulfil performance criteria.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG528 Apply legal principles in property law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to apply legal principles in real property law matters.

The unit applies to individuals who use well-developed skills and a broad knowledge base to provide support in a range of legal service settings. They apply solutions to a range of unpredictable problems and analyse and evaluate information from a variety of sources.

Its application in the workplace is determined by the job role of the individual and the legislation, rules, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply principles of real property law	1.1 Identify task requirements 1.2 Identify parties and key property law elements for analysis according to task requirements 1.3 Identify steps involved in buying and selling a property according to task requirements 1.4 Identify key provisions of legislation and common law, policies or procedures according to task requirements
2. Apply principles of real property law	2.1 Obtain relevant documents from authorities and service providers with supervision 2.2 Draft lease with supervision according to task requirements 2.3 Determine types of costs in accordance with legislative and regulatory requirements for costing legal services
3. Facilitate file administration	3.1 Verify and review documentation with supervisor 3.2 Register and lodge relevant documents with land titles office or other relevant government agencies according to organisational policies and procedures with supervision 3.3 File documentation according to organisational policies and procedures 3.4 Address post-settlement procedures with supervision

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Checks documents for accuracy and consistency of information
Writing	Uses clear, accurate and relevant language to organise, record and update information and complete workplace documentation according to organisational protocols
Oral Communication	Provides instructions or information using relevant language suitable to diverse audiences Confirms understanding listening and questioning techniques
Numeracy	Interprets numerical information to determine costs and makes calculations to record duties and transact monies
Self-management	Takes responsibility for following policies, procedures and legislative requirements Selects appropriate form, channel and mode of communication for a specific purpose relevant to own role
Planning and organising	Plans, sequences and implements tasks within timelines and according to required procedures
Technology	Uses familiar digital technologies and systems to access and present information

Unit Mapping Information

Supersedes and is equivalent to BSBLEG512 Apply legal principles in property law matters.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG528 Apply legal principles in property law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply property law principles in at least four different matters.

In the course of the above, the candidate must:

prepare, give and obtain appropriate and accurate information and documents from the parties at the required stages of the legal process

conduct duties according to legislative and organisational requirements

apply the principles of property law in the buying and selling of property and preparation and execution of leases

prepare documentation and carry out the administrative activities associated with buying and selling property and preparing leasing contracts.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope of job role in context of legislation, regulations and codes of practice

court processes for property transfer and disputes

mortgages including:

legal implications

processes for obtaining and discharging

rights of mortgagees

difference between real and personal property including distinctions in their method of transfer

titles of ownership and their legal implications

documentation processes associated with property law matters, including costing

processes to obtain relevant documents from authorities and service providers

content and process for drafting a lease including duties of lessor and lessee

key principles of current property law

key elements of legal processes required in this role

documentation required in property law

organisational policies and procedures pertinent to this role.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

appropriate legislation and regulations relevant to property law and common legal matters

relevant workplace policies and procedures and reference materials

background information on courts, their jurisdiction and behavioural requirements.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG529 Apply legal principles in corporation law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish business structures and prepare associated documentation within corporation law frameworks.

The unit applies to individuals who work under supervision and evaluate information from a variety of sources to complete and despatch required information.

Its application in the workplace is determined by the job role of the individual and legislation, rules, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply principles of corporation law	1.1 Identify task requirements 1.2 Identify key corporation law elements for analysis according to task requirements 1.3 Identify key provisions of legislation and common law, policies or procedures according to task requirements
2. Apply principles of corporation law	2.1 Analyse legal matters relevant to corporation law according to task requirements 2.2 Evaluate information according to task requirements 2.3 Prepare deliverable according to task and organisational requirements
3. Finalise application of corporation law	3.1 Verify and review documentation with relevant organisational personnel 3.2 Amend and sign-off according to organisational policies and procedures 3.3 Store or despatch document according to task and organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers, interprets and analyses complex textual information from a range of sources and identifies relevant and key information Checks documents for accuracy and clarity of meaning
Writing	Uses clear, accurate and relevant language to record information and to complete workplace documentation
Oral Communication	Participates effectively in spoken interactions using appropriate language and features for each audience and situation Uses active listening and questioning techniques to confirm and clarify understanding
Initiative and enterprise	Identifies implications of law to organisational policies and procedures Keeps up-to-date with relevant legislation or regulations and considers these when planning and undertaking work
Teamwork	Selects appropriate form, channel and mode of communication for a specific purpose relevant to own role Assists others as part of familiar workplace activities
Planning and organising	Plans, organises and implements work activities that comply with legislative and organisational requirements, including timelines Evaluates information to decide on relevance to firm

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBINT302 Apply knowledge of legislation relevant to international trade to complete work

BSBLEG513 Apply legal principles in corporation law matters.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG529 Apply legal principles in corporation law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply corporations law principles in at least four matters.

In the course of the above, the candidate must:

identify corporation law elements and key provisions of legislation, policies or procedures according to task requirements

analyse and evaluate corporations law information to prepare a deliverable according to task and organisational requirements

review and amend documentation with relevant organisational personnel

store or despatch documentation according to task and organisational requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope of job role in the context of relevant legislation, regulations and codes of practice

corporations law forms or documents for lodgement with appropriate government department

structure, contents and purposes of an organisational Memorandum of Association (MOA) and Articles of Association

documentation required in corporation law matters

organisational policies and procedures

different types of business structures including their structure, personnel, legal obligations, establishment procedures and purpose

structure, contents and purposes of an organisational MOA and articles of association

differences between proprietary companies and public companies including legal obligations, criteria and purpose of each

types of costs for legal services relevant to corporations law according to legislative and regulatory requirements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to:

appropriate legislation and regulations relevant to corporation law and common legal matters

workplace policies and procedures and reference materials relevant to performance evidence

background information on courts, their jurisdiction and behavioural requirements.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG530 Apply legal principles in wills and probate matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prepare wills and probates, powers of attorney and other deceased estate documentation.

The unit applies to individuals who work under supervision, use legal principles and evaluate information from a variety of sources to provide support in a range of legal service settings.

Its application in the workplace is determined by the job role of the individual and legislation, rules, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply principles in wills and probate matters	1.1 Identify task requirements 1.2 Identify key wills and probate elements for analysis according to task and organisational requirements 1.3 Identify key provisions of legislation and common law, policies or procedures according to task requirements
2. Apply principles in wills and probate matters	2.1 Analyse legal matter relevant to corporation law according to task requirements 2.2 Evaluate information according to task requirements 2.3 Prepare deliverable according to task and organisational requirements
3. Finalise application of principles in wills and probate matters	3.1 Verify and review documentation with relevant organisational personnel 3.2 Amend and sign-off according to organisational policies and procedures 3.3 Store or despatch document according to task and organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers, interprets and analyses complex textual information from a range of sources and identifies relevant and key information
Writing	Uses clear, accurate and relevant language to organise and record information and complete documentation
Oral Communication	Participates effectively in spoken interactions using appropriate language and features for each audience and situation Uses active listening and questioning techniques to confirm and clarify understanding
Initiative and enterprise	Adheres to organisational policies and procedures Keeps up-to-date with relevant legislation, regulations and policies and considers implications of these when planning and undertaking work
Teamwork	Selects appropriate form, channel and mode of communication for a specific purpose relevant to own role
Planning and organising	Plans, sequences and implements tasks according to legislative and organisational requirements and specific instructions Evaluates information to decide on relevance to situation

Unit Mapping Information

Supersedes and is equivalent to BSBLEG515 Apply legal principles in wills and probate matters.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG530 Apply legal principles in wills and probate matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply legal principles in wills and probate matters on at least four occasions.

In the course of the above, the candidate must:

prepare to apply wills and probate principles according to task requirements

apply elements of wills and probate principles to prepare a deliverable

review and amend deliverable according to feedback from supervisor

despatch deliverable according to organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope of the job role in the context of legislation, regulations and codes of practice

summarise the policies and procedures of the organisation for wills and probate matters

contents and process to prepare documents required for task

sources of instructions including testamentary, solicitor and deceased estate

roles and responsibilities of parties involved in wills and probate matters

forms, documents and annexures relevant to wills and probate.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

appropriate legislation and regulations relevant to wills and probate matters

workplace policies and procedures and reference materials relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG531 Apply legal principles in administrative law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to support administrative law matters.

The unit applies to individuals who work under supervision, use legal principles and evaluate information from a variety of sources to provide support in a range of legal service settings including community legal centres.

Its application in the workplace is determined by the job role of the individual and legislation, rules, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply principles of administrative law	1.1 Identify task requirements 1.2 Identify key administrative law elements for analysis according to task and organisational requirements 1.3 Identify key provisions of legislation and common law, policies and procedures according to task requirements
2. Apply principles of administrative law	2.1 Analyse legal matters relevant to administrative law according to task requirements 2.2 Evaluate information according to task requirements 2.3 Prepare deliverable according to task and organisational requirements
3. Finalise application of administrative law principles	3.1 Verify and review documentation with supervisor 3.2 Amend and receive sign off according to organisational policies and procedures 3.3 Store or despatch document according to task and organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Uses straightforward mathematical calculations to determine costs
Oral communication	Participate effectively in spoken interactions using appropriate language and features for each audience and situation Uses active listening and questioning techniques to confirm and clarifying understanding
Reading	Gathers, interprets and analyses complex textual information from a range of sources and identifies relevant and key information
Writing	Uses clear, accurate and relevant language to organise and record information and documentation
Teamwork	Selects appropriate form, channel and mode of communication for a specific purpose relevant to own role
Initiative and enterprise	Complies with organisational policies and procedures Keeps up-to-date with relevant legislation, regulations and policies and considers implications of these when planning and undertaking work
Planning and organising	Plans, sequences and implements tasks according to legislative and organisational requirements and specific instructions Evaluates information to decide on relevance to situation

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG531 Apply legal principles in administrative law matters

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply legal principles in administrative law matters on at least four occasions.

In the course of the above, the candidate must:

prepare to apply principles of administrative law according to task requirements

administrative apply elements of administrative law to prepare a deliverable

review and amend deliverable according to feedback from relevant supervisor

despatch deliverable according to organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope of job role in the context of legislation, regulations and codes of practice

key principles of administrative law

elements of administrative law action

types of administrative law matters

bodies of review for administrative decisions and their processes

types of administrative law remedies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace policies and procedures and reference materials relevant to performance evidence

background information on courts, tribunals, their jurisdiction and behavioural requirements

legislation and regulations relevant to common administrative law matters.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG532 Assist with court procedure

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist in court procedure contexts and processes of litigation.

The unit applies to individuals who work under supervision and apply solutions to a range of unpredictable problems and analyse and evaluate information from a variety of sources.

Its application in the workplace is determined by the job role of the individual and legislation, rules, regulations and codes of practice relevant to different jurisdictions.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess matter in dispute	1.1 Identify task requirements 1.2 Liaise with designated individual about the matter in dispute 1.3 Prepare relevant costing documents 1.4 Identify and consider options to litigation
2. Prepare and assist in litigation proceedings	2.1 Determine steps prior to litigation 2.2 Obtain and prepare relevant documentation for designated person according to policies and procedures of the firm
3. Assist with interlocutory process	3.1 Identify purpose of discovery and associated legal obligations 3.2 Undertake administrative tasks associated with discovery process

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers, interprets and analyses complex textual information from a range of sources and identifies relevant and key information Check documents for accuracy and consistency of information
Writing	Uses clear, accurate and relevant language to organise and record information and complete workplace documentation
Oral Communication	Participates effectively in spoken interactions using appropriate language and features for each audience and situation Uses active listening and questioning techniques to confirm and clarify understanding
Numeracy	Uses mathematical calculations to determine costs
Initiative and enterprise	Understands and adheres to organisational policies and procedures Keeps up-to-date with relevant legislation or regulations and considers implications of these when planning and undertaking work
Planning and organising	Plans, sequences and implements tasks according to legislative and organisational requirements Evaluates information to decide on relevance to situation

Unit Mapping Information

No equivalent unit. Supersedes and is not equivalent to BSBLEG514 Assist with civil procedure.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG532 Assist with court procedure

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply understanding of court procedure in at least one civil matter and at least one criminal matter.

In the course of the above, the candidate must:

prepare accurate costing documents

obtain and prepare accurate, compliant and complete litigation documents according to legislative and organisational requirements

complete administrative tasks for the discovery process.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

distinction in court procedure between civil and criminal proceedings

alternative methods of dispute resolution

discovery means in civil and criminal proceedings

documentation required for civil and criminal proceedings

policies and procedures of the organisation pertinent to civil and criminal proceedings

legislation and accepted codes of practice relevant to civil and criminal proceedings

jurisdictional limits of federal, state and territory courts and tribunals in relation to dispute resolution

legislation, regulations and policies relevant to civil procedure

roles of court personnel

role of the courts and associated personnel for civil and criminal proceedings.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to civil law and common legal matters

workplace policies and procedures and reference materials relevant to performance evidence

background information on courts, their jurisdiction and behavioural requirements.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG533 Support alternative dispute resolution processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to support alternative dispute resolution processes.

The unit applies to those who apply well established theoretical knowledge in the provision of support for the resolution of disputes.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to support resolution	1.1 Identify task requirements 1.2 Confirm scope of role in dispute resolution with supervisor 1.3 Identify key facts of dispute, position of parties and desired outcomes 1.4 Assess applicable legislation and common law principles for resolution of case
2. Support resolution of dispute	2.1 Access and prepare documents for note-taking according to organisational policies and procedures 2.2 Develop notes of mediation or arbitration proceedings according to task and organisational requirements 2.3 Collate additional information or documents for final documentation
3. Finalise support for dispute resolution	3.1 Discuss and analyse dispute resolution process and outcome with supervisor 3.2 Review and amend dispute resolution paperwork with supervisor 3.3 Despatch information and paperwork to parties according to task and organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Listens to clear, sequenced instructions of several steps and asks clarifying questions as required
Reading	Identifies and interprets textual information to determine job requirements
Writing	Completes a range of forms accurately and legibly using correct technical vocabulary Uses clear, accurate and relevant language to transcribe events and complete documentation
Teamwork	Cooperates with others as a part of familiar routine activities and contributes to specific activities requiring joint responsibility and accountability
Initiative and enterprise	Takes personal responsibility for adherence to legal and regulatory requirements
Problem solving	Takes responsibility for routine decisions related directly to own role Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficient and effective outcomes
Technology	Uses familiar digital technologies and systems to access information, and enter and store data

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG533 Support alternative dispute resolution processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support alternative dispute resolution processes on at least three occasions, including at least one mediation and at least one arbitration.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

dispute resolution processes for conflicts including alternative dispute resolution processes

types of alternative dispute resolution processes

advantages and disadvantages of types of alternative dispute resolution processes

key facts, position and intended outcomes of case

content and preparation of alternative dispute resolution documents

organisational policies and procedures for alternative dispute resolution processes

alternative dispute resolution legislation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to alternative dispute resolution processes

workplace policies and procedures and reference materials relevant to performance evidence

background information on alternative dispute resolution processes.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBLEG534 Take instructions in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to take instructions from a client in a legal services environment to support the organisation’s operations.

The unit applies to those work under supervision and apply solutions to a range of unpredictable problems and analyse and evaluate information from a variety of sources.

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

Unit Sector

Technical Skills – Legal Services

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to take instruction	1.1 Identify task requirements 1.2 Consult with supervisor to establish scope of personal responsibility in relation to task 1.3 Assemble resources required to take instructions according to organisational policies and procedures 1.4 Develop questions to ask during instruction
2. Take instruction	2.1 Greet and establish rapport with client under supervision and according to task requirements 2.2 Gather information using questioning techniques according to task and legislative requirements 2.3 Clarify client information according to task requirements 2.4 Complete documentation according to task and legislative requirements
3. Finalise and follow-up instruction	3.1 Review client instruction process with supervisor 3.2 Analyse and organise information gathered according to task and organisational requirements 3.3 Document and store information according to task requirements and organisational policies and procedures 3.4 Identify and implement client-instruction follow-up process

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Uses active listening and questioning techniques to confirm understanding
Reading	Gathers, interprets and analyses textual information and identifies relevant and key information
Writing	Uses clear, accurate and relevant language to organise, record and update information
Initiative and enterprise	Adheres to organisational policies and procedures
Planning and organising	Plans, sequences and completes work tasks to achieve required outcomes Analyses information to make decisions in relatively complex situations, taking a range of factors into account

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBLEG534 Take instructions in a legal services environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

take instructions from at least four clients in relation to different legal matters.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common client instruction process and techniques

organisational policies and procedures for taking instruction including follow-up processes

legislation relevant to taking instruction in a legal environment

key client information required for task requirements

documentation storage processes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation relevant to taking instruction in a legal environment

workplace reference materials relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMED301 Interpret and apply medical terminology appropriately

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to understand and respond to instructions; to carry out routine tasks and communicate with a range of internal/external clients in a medical environment; as well as use appropriate medical terminology.

It applies to individuals who apply a broad range of competencies in various medical administration contexts. They may exercise discretion and judgment using appropriate knowledge to provide technical advice and support to a team.

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

Unit Sector

Administration – Medical Services Administration

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Respond appropriately to instructions which contain medical terminology	1.1 Receive, interpret and document written and oral instructions using medical terminology 1.2 Use checklists where appropriate 1.3 Interpret abbreviations for specialised medical terminology 1.4 Interpret and adhere to the policies and procedures of the workplace 1.5 Seek clarification when necessary
2. Carry out routine tasks	2.1 Use medical terminology correctly in the completion of routine tasks 2.2 Seek assistance from supervisor or experienced staff member as required
3. Use appropriate medical terminology in oral and written communication	3.1 Use appropriate medical terminology as directed, in oral communication with patients, fellow workers and health professionals 3.2 Use appropriate medical terminology as directed, in written communication with patients, fellow workers and health professionals 3.3 Present written communication to a designated person for verification if required 3.4 Spell and pronounce medical terminology correctly

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1-1.4, 3.2, 3.4	Interprets technical language within various texts Determines how content can be used appropriately in the workplace
Writing	1.1, 1.2, 1.5, 2.1, 3.2, 3.3, 3.4	Uses clear, specific and industry related terminology to complete and update workplace documentation
Oral Communication	1.5, 2.1, 2.2, 3.1, 3.2, 3.4	Pronounces complex and specific words correctly and uses them in the correct context Seeks the view and opinions of others by listening and questioning
Navigate the world of work	1.4	Understands and operates within organisational procedures and policies
Interact with others	1.1, 1.5, 2.2, 3.1-3.3	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
Get the work done	1.1, 1.2	Plans a range of routine tasks, accepting goals and aiming to achieve them efficiently

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBMED301 Interpret and apply medical terminology appropriately	BSBMED301B Interpret and apply medical terminology appropriately	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMED301 Interpret and apply medical terminology appropriately

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

interpret and follow written instructions containing medical terminology

produce documents containing correct medical terminology according to organisational requirements

use medical terminology correctly in oral communications

identify and use appropriate abbreviations for medical terms and associated processes.

Note: if a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline medical terminology relevant to the practice, including the fundamental word structure used in medical terms

outline the relevant policies and procedures

identify sources of information available to check on medical terminology.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the medical services administration field of work and include access to:

office equipment and resources

examples of documentation

case studies and, where possible, real situations.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMED302 Prepare and process medical accounts

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to provide advice to patients regarding fee structures and process referrals, as well as prepare and process medical accounts for a range of patients.

This unit applies to individuals who apply a broad range of competencies in various medical administration contexts. They may exercise discretion and judgement using appropriate knowledge to provide technical advice and support to a team.

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

Unit Sector

Administration – Medical Services Administration

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Provide advice to patients about fee structure	1.1 Identify and advise patients of fee schedule for different services 1.2 Advise patients regarding entitlements and rebates 1.3 Schedule medical appointments using appropriate booking and account systems
2. Process referrals to specialist practitioners	2.1 Check referrals to ensure validity 2.2 Follow correct procedures for referral 2.3 File referral letters according to legislation and workplace policies and procedures
3. Prepare medical accounts for bulk billed and private patients	3.1 Accurately follow procedures for billing based on account type 3.2 Identify and cost procedures which are not eligible for Medicate rebate 3.3 Select and complete appropriate account and billing documentation according to workplace and legislative requirements 3.4 Follow procedures for preparing Veterans’ Affairs, workers’ compensation and motor vehicle third party accounts accurately 3.5 Forward medical account to designated person or organisation according to legislation and account processing procedures
4. Process accounts	4.1 Receive and document payments 4.2 Prepare and issue receipts to person or authority according to legislation and workplace policies and procedures 4.3 Reconcile Medicare payments with claims made by the medical practice 4.4 Follow up overdue accounts 4.5 Provide and store financial records and data in accordance with policies and procedures of the workplace

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.3, 2.1, 2.2, 2.3, 3.1-3.5, 4.1-4.5	Recognises text within job specifications and work processes related to the processing and preparation of medical accounts
Writing	1.3, 2.2, 2.3, 3.1-3.5, 4.1-4.5	Records and uses appropriate written communication when preparing medical accounts and in various other medical administration contexts
Oral Communication	1.1, 1.2, 4.4	Uses everyday language with patients to provide advice relating to the fee structure for different services as well as following up overdue accounts
Numeracy	1.1, 3.2, 3.3, 3.4, 4.1, 4.2, 4.3, 4.4	Uses basic mathematical calculations and arranges sequential numerical information when dealing with fees and processing medical accounts
Navigate the world of work	2.2, 2.3, 3.1, 3.3, 3.4, 3.5, 4.2, 4.5	Recognises and responds to organisational and legislative requirements for tasks
Get the work done	1.1, 1.3, 2.1, 2.3, 3.1, 3.3, 3.5, 4.1-4.5	Plans and organises workload and commitments to ensure work is completed in a timely manner Uses digitally based systems and technologies to access, organise and present information

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBMED302 Prepare and process medical accounts	BSBMED302B Prepare and process medical accounts	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMED302 Prepare and process medical accounts

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

provide accurate and clear advice to patients about a range of entitlements and benefits

use an appointment system to schedule medical appointments

process referrals according to legislative and organisational requirements

prepare, process and store medical accounts and payment records according to legislative and organisational requirements

follow up unpaid accounts.

Note: if a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline Medicare entitlements

outline public and private health insurance systems

discuss key aspects of relevant legislation, regulations, standards and codes of practice that affect workplace operations

describe the differences between workers’ compensation, TAC and Veterans’ Affairs claims

explain procedures for patients without a Medicare card or number.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the medical services administration field of work and include access to:

office equipment and resources

examples of documentation

case studies and, where possible, real situations.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMED303 Maintain patient records

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 2.0. Version created to clarify intent.
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to maintain patient records within an existing medical records management system, under the supervision of a senior receptionist or practice manager.

It applies to individuals who apply a broad range of competencies in various medical administration contexts. They are skilled operators who are expected to exercise discretion and judgement in accessing and maintaining patient records while fully respecting patient privacy and the confidentiality of their details.

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

Unit Sector

Administration – Medical Services Administration

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and clarify own role and procedures for patient recordkeeping	1.1 Determine own role and responsibilities within patient recordkeeping system through consultation with relevant personnel or via organisational policy and procedures manual 1.2 Access documented procedures for patient recordkeeping system and read for understanding 1.3 Seek clarification with relevant personnel of unclear or ambiguous procedures
2. Access patient records	2.1 Gain access to patient records to facilitate patient visit 2.2 Check currency and accuracy of patient demographic and personal details 2.3 Create new records according to enterprise protocols 2.4 Check records following patient visits, for practitioners’ instructions related to follow-up action 2.5 Store patient records according to organisational policy and procedures
3. Help maintain records	3.1 Make required checks of patient records 3.2 Carry out archiving of patient records as required 3.3 Transfer patient records to another health facility upon appropriate request for patient information
4. Monitor and review own role	4.1 Monitor and review own role and responsibilities in maintaining patient records to identify opportunities for improvements to system and own work practices 4.2 Make recommendations to relevant personnel for improvements to the established procedures and processes for maintaining patient records

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 1.3, 2.2, 2.3, 2.4, 2.5, 3.1, 3.2, 4.2	Recognises and interprets a range of everyday workplace information including organisational procedures and medical data
Writing	2.3, 3.2, 3.3, 4.2	Creates and maintains records according to organisational requirements Documents recommendations for improved processes using simple vocabulary and required structure
Oral Communication	1.1, 1.3, 4.2	Uses specific vocabulary and active listening and questioning techniques to confirm understanding
Navigate the world of work	1.1, 2.3, 2.5, 3.3	Identifies and works within own roles and responsibilities according to organisational and legislative requirements
Interact with others	1.1, 1.3, 3.3, 4.2	Uses appropriate practices and protocols for workplace communication Collaborates with others to achieve results in immediate work context
Get the work done	1.1, 2.1, 2.5, 3.1-3.3, 4.1, 4.2	Plans and sequences workload to ensure tasks are completed in a timely manner Uses analytical skills to determine recommendations for improvement to established processes and procedures

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBMED303 Maintain patient records Release 2	BSBMED303 Maintain patient records Release 1	Updated to clarify intent	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMED303 Maintain patient records

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 2.0. Version created to clarify intent.
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

use a recordkeeping system to create, access, store and maintain accurate records, according to organisational and legislative requirements

identify and recommend improvements to recordkeeping system or own work practices

communicate with relevant people about patient records.

Note: if a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline relevant legislation, standards and/or codes of practice that affect patient recordkeeping

explain workplace policies and procedures related to patient recordkeeping, including privacy and confidentiality

describe the process used to set up and maintain a patient record

explain how coding systems help users to access and to maintain patient records.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the medical services administration field of work and include access to:

a recordkeeping system

documented procedures

case studies and, where possible, real situations

office equipment and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMED304 Assist in controlling stocks and supplies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to provide assistance in stock control processes within a medical environment. This involves assisting in maintaining stock levels, storing stock, stocktaking and disposing of out-of-date stock.

It applies to individuals who provide assistance in controlling required levels of stocks and supplies in a medical administration context or work area. All work is undertaken in accordance within legislative requirements, Australian and industry standards and codes of practice, and in line with organisational policies, procedures and specific requirements.

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

Unit Sector

Administration – Medical Services Administration

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine own role in stock control processes	1.1 Determine own role in stock control processes by consulting with manager or supervisor 1.2 Access documented procedures for stock control and read for understanding 1.3 Seek clarification with relevant personnel of unclear or ambiguous procedures
2. Assist in maintaining stock levels	2.1 Monitor stock levels against required levels 2.2 Order stock in a timely manner or in accordance with ordering cycles, to ensure continuity of supplies 2.3 Identify potential shortfalls in stock levels and take action to ensure stock is replenished in a timely manner 2.4 Check orders against enterprise documentation and take appropriate actions where any shortfall is identified 2.5 Complete and store documentation for maintenance of stock levels
3. Store stock	3.1 Unpack stock and check against order for condition and currency 3.2 Identify damaged or missing stock and take action to replace it 3.3 Store stock according to established storage systems 3.4 Identify and store stock requiring specialised storage 3.5 Rotate stock to minimise stock reaching expiry or use-by-date
4. Assist in stocktaking	4.1 Provide assistance in stocktaking to identify, count, move and locate items 4.2 Complete and store stocktaking documentation 4.3 Assist with other stocktaking actions as directed
5. Assist in disposal of out-of-date stock and recalls	5.1 Dispose of stock marked for disposal according to legislation and other industry specific or manufacturer requirements and under direction of supervisor 5.2 Complete and store required documentation of disposal of out-of-date stock

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.2, 2.2, 2.4, 2.5, 3.1, 3.5	Recognises text within job specifications and work processes relating to maintaining stock levels and other job-related outcomes
Writing	2.2, 2.4, 2.5, 4.1, 4.2, 5.2	Produces familiar text types using simple vocabulary, grammatical structures and numerical text when writing down stock levels, completing documentation and while undertaking administrative tasks
Oral Communication	1.1, 1.3, 4.1, 4.3	Listens closely to directions and asks questions to clarify understanding
Numeracy	2.1-2.5, 3.5, 4.1-4.3, 5.2	Identifies and understands relevant mathematical information while monitoring stock levels, ordering stock and determining out-of-date stock
Navigate the world of work	1.1, 1.2, 5.1, 5.2	Recognises and adheres to organisational policies and procedures and legislative requirements
Interact with others	1.1, 1.3, 2.4, 3.2, 4.1, 4.3	Collaborates and consults with others to clarify own role and the requirements for the stock control process
Get the work done	2.1-2.5, 3.2, 3.3, 3.4, 3.5, 4.1, 4.2, 5.1, 5.2	Plans own workload in accordance with organisational requirements Uses problem-solving skills to analyse storage and disposal requirements

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBMED304 Assist in controlling stocks and supplies	BSBMED304B Assist in controlling stocks and supplies	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMED304 Assist in controlling stocks and supplies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

carry out and document activities according to procedures, including:

monitoring stock levels

ordering stock

unpacking and checking orders

storing and rotating stock

assisting in stocktaking

disposing of out-of-date stock

communicate with required person if orders are incorrect.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline relevant legislation, regulations, standards and codes of practice that affect stock

explain enterprise policies and procedures for stock control including recordkeeping requirements for:

stock levels

stocktaking

disposal of out-of-date stock.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the medical services administration field of work and include access to:

office equipment and resources

workplace records and processes for stock control

security arrangements for stock and supplies

case studies and, where possible, real situations.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMED305 Apply the principles of confidentiality, privacy and security within the medical environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to apply principles and procedures relating to confidentiality, privacy and security to own work within the medical environment.

It applies to individuals required to maintain confidentiality, privacy and security under legislation, and workplace policies and procedures in a medical environment. It covers working within accepted codes of conduct and following confidentiality, privacy and security provisions.

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

Unit Sector

Administration – Medical Services Administration

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Work within accepted codes of conduct	1.1 Ensure work is reviewed and approved by a health practitioner or senior administrator who has delegated tasks 1.2 Keep records up-to-date and complete tasks as required, neatly, accurately and in a timely manner 1.3 Seek clarification with relevant personnel of unclear or ambiguous procedures 1.4 Treat patients, colleagues and health practitioners with respect 1.5 Refer health related matters raised by patients back to medical practitioners 1.6 Act with honesty and integrity at all times 1.7 Communicate conflict of interest or potential conflict of interest promptly to manager or supervisor
2. Follow confidentiality and privacy procedures	2.1 Assess information and requests for information with regard to what is and what is not disclosable 2.2 Use discretion and judgement in all communications 2.3 Discuss patient-related matters within the confines of the facility and with appropriate personnel only 2.4 Seek advice and clarification with relevant personnel where potential confidentiality issues arise in dealings with patients, their families and others
3. Follow security procedures	3.1 Store and appropriately secure patient records and other confidential documentation 3.2 Clearly label and store securely according to organisational policies and procedures, all documents required by legislation to be stored for certain periods 3.3 Ensure drugs, equipment and other materials potentially posing a work health and safety (WHS) threat to others are stored securely at all times

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.2, 2.1, 3.1, 3.2	Recognises familiar text types within job specifications and regulatory requirements and uses different strategies to identify relevant information
Writing	1.2, 3.2	Produces records and labels according to workplace requirements
Oral Communication	1.1, 1.3, 1.4, 1.5, 1.7, 2.4	Uses appropriate language and non-verbal features to provide information Obtains information from others by active listening and questioning
Navigate the work of work	1.6, 2.1, 2.2, 3.1, 3.2, 3.3	Operates according to ethical guidelines and legislative requirements Follows organisational procedures and protocols
Interact with others	1.1, 1.3, 1.4, 1.5, 1.7, 2.2, 2.3, 2.4	Collaborates with others to achieve outcomes, playing an active role in facilitating respectful interactions
Get the work done	1.1, 1.2, 1.7, 2.1, 3.1, 3.2	Plans and sequences workload to ensure tasks are completed accurately and in a timely manner Takes responsibility for the outcomes of routine decisions related directly to own role Recognises and takes responsibility for addressing predictable problems in familiar work contexts Understands the importance of secure information and privacy in relation to own work

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBMED305 Apply the principles of confidentiality, privacy and security within the medical environment	BSBMED305B Apply the principles of confidentiality, privacy and security within the medical environment	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMED305 Apply the principles of confidentiality, privacy and security within the medical environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

communicate with others according to accepted codes of conduct

assess whether information is disclosable

identify and communicate a conflict of interest

store records and confidential documentation according to organisational requirements

identify and store drugs, equipment and materials requiring secure storage appropriately.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain enterprise policies and procedures for confidentiality, privacy and security

identify relevant legislation relevant to confidentiality, privacy, security, record storage and work health and safety practices.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the medical services administration field of work and include access to:

office equipment and resources

case studies or actual experiences related to confidentiality, privacy and security issues.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMED401 Manage patient recordkeeping system

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to manage a patient recordkeeping system within a medical environment and to supervise others. It covers clarifying roles and responsibilities, managing the operation of a patient recordkeeping system, and reviewing and improving the system. The unit does not cover the design of a new system but does cover reviews and improvements to an existing system.

It applies to individuals managing an existing recordkeeping system (and sub-systems within the overall system) in a medical context. It may involve supervising the work of other personnel who implement the system and maintain patient records day-to-day. It also involves working with users of the system such as the health practitioners in the enterprise.

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

Unit Sector

Administration – Medical Services Administration

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Clarify how patient records system operates	1.1 Access policies and procedures for patient records 1.2 Consult relevant personnel about how the system operates 1.3 Determine roles and responsibilities for the system operations 1.4 Communicate roles and responsibilities for system operations to relevant personnel
2. Manage operation of patient records system	2.1 Supervise staff maintaining patient records 2.2 Provide staff maintaining patient records with training as required 2.3 Regularly consult staff using patient records about system efficacy 2.4 Maintain integrity of patient records 2.5 Maintain security of patient records 2.6 Stress importance of confidentiality of patient records to all staff, who handle or have access to patient files 2.7 Provide authorisation of transfer of records from the workplace according to policies and procedures 2.8 Archive records as appropriate
3. Review and improve patient records system	3.1 Monitor and review implementation of the system to identify improvements 3.2 Make recommendations to relevant personnel for system improvements 3.3 Implement approved recommendations 3.4 Supervise staff maintaining patient records to implement changes 3.5 Plan and deliver any required training for staff to implement changes made to the system

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.3, 1.4, 2.1, 2.5, 2.7, 2.8, 3.1-3.5	Identifies and interprets relevant information and ideas within organisational texts
Writing	1.4, 2.1, 2.2, 2.3, 2.4, 2.7, 2.8, 3.1-3.5	Creates and maintains records using required words and codes Prepares documentations for others using words and style appropriate to audience and context
Oral Communication	1.2, 1.4, 2.1, 2.2, 2.3, 2.6, 3.2, 3.4, 3.5	Communicates with relevant personnel and uses everyday language to train or supervise staff Asks questions and listens for relevant information in oral texts
Navigate the world of work	1.1, 1.3, 2.6	Identifies and works according to roles and responsibilities, policies and procedures Ensures own and others behaviour is consistent with the expected policies, procedures and responsibilities related to privacy, confidentiality and security in a medical environment
Interact with others	1.2, 1.4, 2.1, 2.2, 2.3, 3.2, 3.4, 3.5	Collaborates with relevant personnel to ensure understanding of the records system Selects and uses appropriate communication practices when providing training or feedback to others
Get the work done	1.1-1.4, 2.1-2.5, 2.8, 3.1-3.5	Plans and organises own and others' tasks to ensure work is completed according to legislative and organisational requirements Uses analytical processes to determine opportunities for improvements to processes

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBMED401 Manage patient record-keeping system	BSBMED401B Manage patient recordkeeping system	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMED401 Manage patient recordkeeping system

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

manage a patient recordkeeping system and supervise its use

document how records have been accessed and archived by staff or self in accordance with organisational and legislative requirements

provide activities to others that support correct use of a patient record system.

Note: if a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline relevant legislation, regulations, standards and codes of practice for maintaining records in a medical environment

explain enterprise policies and procedures related to:

patient recordkeeping including archiving and records transfer

privacy and confidentiality

access to records

describe filing systems and record management processes

explain how medical coding is used to help access and maintain patient records.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the medical services administration field of work and include access to:

office equipment and resources

documents and records

a records system

documented procedures

case studies and, where possible, real situations.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG431 Assess marketing opportunities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify marketing opportunities and to analyse and evaluate opportunities according to organisational marketing objectives.

The unit applies to individuals working in a variety of marketing communications occupational roles who have responsibility for a range of tasks involving analysis and planning.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify marketing opportunities	1.1 Select target market according to task requirements and in consultation with required personnel 1.2 Establish marketing objectives, organisational structure, and business and marketing plans according to task and organisational requirements 1.3 Review existing marketing clients and external environment for gaps and opportunities 1.4 Research and document marketing opportunities according to target market
2. Analyse opportunities	2.1 Perform a market segmentation according to task requirements 2.2 Identify relevant marketing factors for analysis of market segmentation according to task requirements 2.3 Review market segments against identified marketing factors 2.4 Identify opportunities for focus of marketing efforts
3. Evaluate opportunities	3.1 Analyse opportunities against marketing objectives 3.2 Select preferred marketing opportunities in consultation with relevant personnel 3.3 Document opportunities for presentation to management

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers, interprets and analyses a variety of textual information from a range of sources to identify relevant and key information
Writing	Prepares strategic business documentation incorporating appropriate vocabulary, grammatical structure and conventions appropriate to text and audience
Oral Communication	Participates in a variety of spoken exchanges using suitable language and non-verbal features
Numeracy	Uses mathematical skills to interpret and process data and statistical information
Self-management	Adheres to implicit and explicit organisational goals, policies and procedures
Planning and organising	Develops and implements plans to manage relatively complex, non-routine tasks with an awareness of how they contribute to organisational goals Makes decisions by systematically analysing information, identifying and evaluating options against set criteria, and choosing most appropriate option

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBMKG401 Profile the market

BSBMKG408 Conduct market research.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG431 Assess marketing opportunities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify and evaluate at least three different marketing opportunities according to task requirements.

In the course of the above, the candidate must:

identify and research marketing opportunities

perform a market segmentation and identify marketing focus using segmentation results

evaluate and select preferred marketing opportunities in consultation with relevant personnel

document and present selected opportunities to management.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

requirements of legislation affecting marketing roles

data collection and analysis techniques

marketing industry knowledge, including:

components of marketing mix

elements of marketing planning

marketing communications concepts and processes

organisational structures, roles, responsibilities, business and marketing plans

relevant product and service standards

best practice techniques related to marketing

relevant statistical terms used by the Australian Bureau of Statistics.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG432 Research international markets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to undertake market research to select international markets to pursue.

The unit applies to individuals working with minimal supervision but with support and assistance of a more senior person within the organisation. The activities focus on the target market and involve communication and executing tasks across cultural and geographic barriers. The tasks involve marketing goods and services internationally include selecting and implementing appropriate marketing activities and monitoring and reviewing marketing performance.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to research	1.1 Identify international market to research from brief or manager 1.2 Identify and confirm research objectives and information requirements from brief or with manager 1.3 Identify and access sources of information relevant to international market research
2. Perform research	2.1 Analyse information sources according to task requirements 2.2 Apply statistical analysis tools to information to identify trends 2.3 Analyse factors that influence trends 2.4 Document and report identified trends and factors that influence trends to relevant personnel
3. Finalise research	3.1 Develop marketing recommendations from research according to task requirements and document according to organisational policies and procedures 3.2 Communicate marketing recommendations to relevant personnel and identify any changes required 3.3 Implement changes identified to the marketing recommendations

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets textual information obtained from a range of sources and determines how content may be applied to organisational requirements
Writing	Integrates information from a number of sources to develop material that supports purposes and format of documentation using suitable grammatical structure and clear, logical language
Oral Communication	Participates in a variety of spoken exchanges using suitable language and non-verbal features Uses active listening and questioning techniques to confirm requirements and understanding
Numeracy	Collates and interprets numeric information and analyses trend data relevant to marketing activities
Self-management	Seeks assistance and guidance from others, as required
Planning and organising	Takes responsibility for planning, organising, confirming and completing tasks to achieve required outcomes Evaluates effectiveness of decisions in terms of how well they meet stated goals Initiates standard procedures when responding to familiar problems within immediate context
Technology	Uses digital tools to complete tasks

Unit Mapping Information

Supersedes and is equivalent to BSBMKG415 Research international markets.

Supersedes but is not equivalent to:

BSBINT301 Apply knowledge of the international trade environment to complete work

BSBINT401 Research international business opportunities

BSBINT409 Plan for international trade.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG432 Research international markets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

research at least three different international markets.

In the course of the above, the candidate must:

identify and document trends in target market according to task requirements

apply statistical analysis to identify trends

develop recommendations from research according to task requirements

document and communicate recommendations to relevant personnel according to task requirements and organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

cultural aspects relevant to research of international markets

market research techniques and tools, including statistical analysis

formats for reporting research outcomes

external and internal information sources related to international markets.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation for market research.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG433 Undertake marketing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prepare, coordinate and review basic marketing activities. It is a foundation unit covering general and basic marketing activities that do not require detailed or complex planning or implementation.

The unit applies to individuals working in a variety of occupational roles who have responsibility for a range of tasks involving marketing, analysis and planning. It could be undertaken as part of a broader role of a person in a small enterprise, or as part of a marketing plan for a larger enterprise.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to undertake marketing activity	1.1 Identify task requirements according to organisation’s marketing plan and relevant policies and procedures 1.2 Review marketing activities according to industry trends and competitive activity 1.3 Develop and document action plan for marketing activities according to task requirements 1.4 Seek approval of action plans from relevant personnel
2. Co-ordinate marketing activities	2.1 Identify and access resources required for marketing activities according to action plan 2.2 Contribute to assigning responsibilities and functions to relevant marketing personnel 2.3 Assist required personnel in managing marketing activities 2.4 Monitor implementation of marketing activities according to activity plan, as required
3. Review marketing activities	3.1 Measure and record outcomes of marketing activities against marketing plan 3.2 Review results of activities against expected marketing plan outcomes 3.3 Prepare report of marketing activities and share with relevant personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets textual information obtained from a range of sources and determines how content may be applied to organisational requirements
Writing	Integrates information from a number of sources to develop material that supports purposes and format of documentation, using suitable grammatical structure and clear, logical language
Oral Communication	Participates in a variety of spoken exchanges using suitable language and non-verbal features
Numeracy	Collates and analyses numeric information relating to costs, timeframes and other activities
Self-management	Adheres to organisational policies and procedures and considers own role in terms of its contribution to broader goals of work environment Takes responsibility for outcomes of routine decisions related directly to own role
Problem solving	Recognises and takes responsibility for addressing predictable and some less predictable problems in familiar work contexts
Planning and organising	Develops plans to manage tasks with an awareness of how they may contribute to longer term operational and strategic goals
Technology	Identifies functions and key features of common digital systems and tools and operates them effectively to complete routine tasks

Unit Mapping Information

Supersedes and is equivalent to BSBMKG414 Undertake marketing activities.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG433 Undertake marketing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support marketing activities for a product or service, including:

researching marketing practices of the organisation

planning and implementing a marketing activity

recording activities and processes used in marketing activity.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

concept of marketing, including concepts relating to:

production

products

selling

societal marketing

sources of marketing information

basic foundations of marketing practices

organisational marketing policies and procedures

specific product knowledge related to products and services being marketed.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources relevant to performance evidence

examples of products or services to be marketed

marketing plans, policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG434 Promote products and services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to coordinate and review the promotion of an organisation’s products and/or services.

The unit applies to individuals with a broad knowledge of the promotion of products and services specific to an organisation. They may have responsibility to provide guidance or to delegate aspects of these tasks to others.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish promotional activities	1.1 Identify need for promotion of product or service according to organisational and market requirements 1.2 Identify overall promotional objectives in consultation with relevant stakeholders 1.3 Analyse and select promotional activity options for meeting promotional objectives 1.4 Determine contingency strategies for selected activity options
2. Coordinate promotional activities	2.1 Allocate roles and responsibilities for delivery of promotional services and communicate to relevant personnel 2.2 Monitor progress of promotional activities according to action plan 2.3 Identify and address potential issues during implementation within scope of own responsibility 2.4 Apply determined contingency strategies, if required
3. Review promotional activities	3.1 Analyse effectiveness of planning processes using feedback and data 3.2 Identify possible improvements in future activities 3.3 Collect feedback and provide to others involved in promotional activity 3.4 Analyse costs and timelines for benefits accruing from the promotional activities 3.5 Prepare conclusions and recommendations relating to effectiveness of promotional activities

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets, analyses and collates textual information relevant to promotional activities from a range of sources
Writing	Uses clear and specific language to develop formal and informal documents for different audiences in accordance with organisational requirements
Oral Communication	Actively participates in verbal exchanges of ideas and elicits the views and opinions of others by listening and questioning Uses clear and specific language to clarify, explain and present information relating to the promotional activity
Numeracy	Classifies, analyses and compares numeric information, including costs and timelines, relevant to the promotional activity
Self-management	Adheres to legislative requirements and organisational policies and procedures Evaluates effectiveness of decisions in terms of how well they meet stated goals
Teamwork	Selects and uses appropriate conventions and protocols with a range of stakeholders to project a professional image while seeking or sharing information Recognises the importance of building rapport to establish and maintain positive working relationships
Planning and organising	Sequences and schedules complex activities, monitors implementation and manages relevant communication
Technology	Uses a range of digital tools to access data, and to extract, organise, integrate and share relevant information

Unit Mapping Information

Supersedes and is equivalent to BSBMKG413 Promote products and services.

Supersedes but is not equivalent to:

BSBPRO301 Recommend products and services

BSBPRO401 Develop product knowledge.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG434 Promote products and services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

Promote at least three products or services.

In the course of the above, the candidate must:

identify the context for the promotional activities, including:

relevant legislation and regulations

organisation’s goals, objectives, systems, policies and procedures

budget and timelines

marketing needs and, if defined, marketing plans

objectives of the promotional activities

consult with relevant stakeholders to plan promotional activities to meet objectives, budget and timelines

coordinate promotional activities including:

allocating roles and responsibilities

using communication channels to convey responsibilities

obtaining relevant resources and promotional products

analyse feedback and data to evaluate the effectiveness of planning processes and promotional activities and make recommendations on future directions of promotional activities.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory context of the organisation as relevant to promotional activities

content of action plans, including:

task steps

costs

timeframe

resources and responsibilities

internal and external stakeholders involved in coordinating promotional activities

planning processes for organising promotional activities

organisation’s marketing objectives and how they support the overall business objectives

common promotional activities that could be used to support the marketing objectives.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes for promoting products and services

workplace documentation and resources for promoting products and services.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG435 Analyse consumer behaviour

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to analyse consumer behaviour for markets and specific needs.

The unit applies to individuals who need to analyse consumer behaviour to examine factors that impact on decisions to purchase products or services. They conduct a thorough analysis of consumer attitudes and behaviour and make recommendations on marketing strategies to increase consumption of the product or service being marketed.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate drivers of consumer behaviour	1.1 Source information on market for a product or service according to marketing plan 1.2 Identify consumer attributes for market from market profile and existing customer data 1.3 Identify and compare features of product or service according to marketing plan 1.4 Investigate consumer need for the product or service through analysis of trends and past performance, where possible
2. Evaluate reasons for existing levels of consumer interest	2.1 Analyse consumer responses to previous marketing communications 2.2 Review relevant data and determine consumer digital footprints, engagement journeys and expectations 2.3 Assess organisational capability and respond to consumer demand for products or services
3. Recommend marketing focus	3.1 Outline how influences on consumer behaviour will be used to target effective marketing strategies and present a rationale for marketing focus 3.2 Clarify the role of the consumer in the digital marketing environment and model engagement conversations and interventions 3.3 Confirm focus of appeal meets legal and ethical obligations and budgetary requirements of marketing plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses text from a range of sources to identify relevant and key information
Writing	Prepares strategic business documentation incorporating appropriate vocabulary, grammatical structure and conventions appropriate to purpose and audience
Oral Communication	Gathers information through active listening and questioning Presents information using suitable words and non-verbal features
Numeracy	Uses mathematical skills and techniques to interpret and process data and analyse trends
Self-management	Complies with implicit and explicit organisational procedures and processes Adheres to ethical, legal and regulatory responsibilities relevant to own work context
Teamwork	Selects and applies appropriate form and mode of communication for a specific purpose and audience
Planning and organising	Develops plans to manage relatively complex tasks with an awareness of how they may contribute to longer-term operational and strategic goals Makes decisions by systematically analysing information, identifying and evaluating options against set criteria, and choosing most appropriate option
Technology	Uses a range of digital tools to access data, and to extract, organise, integrate and share relevant information

Unit Mapping Information

Supersedes and is equivalent to BSBMKG419 Analyse consumer behaviour.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG435 Analyse consumer behaviour

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

analyse the behaviour of two different consumer types.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

industry, product and service knowledge for analysis of consumer behaviour

marketing communication concepts and processes

current digital channels relevant to the business and consumer

objectives of marketing strategy including:

addressing innate and acquired needs of consumers

appealing to motives that influence decision-making

organisational structures, procedures and marketing objectives.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to business consumer behaviour

workplace documentation and resources relevant to consumer behaviour analysis

software and technology for consumer behaviour analysis.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG436 Design and test direct marketing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to design, test and evaluate direct marketing activities which meet organisational marketing objectives.

The unit applies to individuals who are required to create and implement direct marketing activities for products or services. Such individuals may work in small, medium or large enterprises across a variety of industries and they usually work with a team and customers to design offers.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop direct marketing activity	1.1 Determine objectives, target audience and goals for direct marketing 1.2 Identify types of direct marketing and select the most suitable form according to marketing objectives and goals 1.3 Make a plan for layout of direct marketing activities
2. Prepare for testing marketing activity	2.1 Identify objectives and parameters for testing direct marketing activities 2.2 Identify components of direct marketing for testing according to task objectives 2.3 Analyse and select testing method according to task objectives 2.4 Perform test according to parameters and task objectives
3. Evaluate test results	3.1 Collate results according to organisational policies and procedures 3.2 Use statistical techniques to analyse results 3.3 Refine direct response offers according to results obtained 3.4 Document and present results to relevant personnel according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers, interprets and analyses textual data from a range of sources and identifies relevant and key information
Writing	Integrates information from a number of sources to develop material that supports purposes and format of documentation using suitable grammatical structure and clear, logical language
Oral Communication	Participates in a variety of spoken exchanges using suitable language and features Elicits views and opinions of others with active listening and questioning
Numeracy	Examines and analyses numerical information to determine pricing strategies and payment terms
Self-management	Identifies, develops and follows explicit and implicit protocols and meets expectations associated with own role
Problem solving	Responds intuitively to problems requiring immediate attention, quickly drawing on past experience to devise solutions
Planning and organising	Applies formal processes when planning more complex tasks, producing plans with logically sequenced steps Selects from a range of options in routine situations, identifying and taking some situational factors into account when decision-making
Technology	Identifies functions and key features of common digital systems and tools and operates them effectively to complete routine tasks

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBMKG409 Design direct response offers

BSBMKG410 Test direct marketing activities

BSBMKG411 Analyse direct marketing databases.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG436 Design and test direct marketing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

design and test at least three direct marketing activities.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

marketing communication concepts and processes

media options for direct marketing activities

statistical methods, tests and techniques can be used for measurement and analysis

software applications used in direct marketing.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG437 Create and optimise digital media

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to create and optimise digital media impact for application within the context of marketing communications.

The unit applies to individuals working in a variety of marketing communications roles who have responsibility for developing and implementing client solutions within the digital communications space. Individuals may work individually or as part of a multidisciplinary team.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to promote digital media	1.1 Identify measurable impact objectives for digital media 1.2 Analyse existing online and offline channel data for insights and gaps in engagement and expectations 1.3 Identify tools and technologies accessed by customers 1.4 Establish audience engagement characteristics, expectations and responses
2. Support optimisation of digital media	2.1 Use technology to create a deliverable according to task and organisational requirements 2.2 Develop strategies for rapid real-time response, and changes 2.3 Model channel interaction options 2.4 Test interaction with target groups 2.5 Adapt deliverable according to test outcomes and verify with relevant personnel
3. Evaluate digital media use	3.1 Collate digital data on customer engagement, conversations and conversions 3.2 Moderate data to identify exceptions from agreed performance 3.3 Document issues and recommendations to improve further digital media optimisation

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets textual information to establish current industry and project status from relevant information
Writing	Researches, plans and prepares documentation using format and language appropriate to context, organisational requirements and audience
Oral Communication	Presents information and seeks advice using language appropriate to audience
Numeracy	Identifies and interprets data from a range of sources Uses modelling capacity and data analysis to establish and test systems, monitor results and make adjustments
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external parties to seek or share information Works effectively with other experts as part of a multi- disciplinary network to achieve desired outcomes for organisation and clients
Planning and organising	Plans and organises data categories, tasks and workloads Uses testing to identify and solve routine and non-routine problems Sequences and schedules complex activities, monitors implementation, and manages relevant communication
Technology	Uses and manipulates digital technology to create, extend and enhance job role, products and capacity to deliver optimised digital media Uses tools and technologies for visualisations, dashboards and reports for a unified view across multiple digital platforms Identifies and responds to rapidly changing expectations within digital sphere

Unit Mapping Information

Supersedes and is equivalent to BSBMKG421 Optimise digital media impact.

Supersedes but is not equivalent to BSBMKG420 Create digital media user experiences.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG437 Create and optimise digital media

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

create and optimise at least two different digital media.

In the course of the above, the candidate must:

establish digital channel performance measures

analyse digital media data and offline information and determine engagement characteristics of target audience

identify variation between target and actual performance

model and test alternative methods and techniques to optimise digital impact

respond to changing expectations, feedback and technological environment

use tools and technologies to monitor digital activity

use data evaluation methods.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

current industry tools and technologies used in digital media channels

types of digital deliverables, including:

visualisations

dashboards

industry level performance metrics and measures

characteristics of users across alternative digital channels

nodes of integration across multiple digital environments.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations for digital media

communications equipment and technology required for task

workplace documentation and resources relevant to digital media

industry software packages and apps according to task requirements.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG438 Implement and monitor advertising production

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement and monitor advertising production, including establishing the initial media requirements, booking advertising production and developing a monitoring report.

The unit applies to individuals in an entry-level position who are not expected to supervise the work of others but are required to have a broad knowledge of advertising media. These individuals may be responsible for media planning, media buying or advertising within an advertising team.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to implement advertising production	1.1 Confirm advertising and media requirements according to creative brief, organisational and legislative requirements 1.2 Develop media schedule 1.3 Analyse and select suppliers for production process 1.4 Seek approval from relevant stakeholders
2. Implement advertising production	2.1 Book advertising space and time 2.2 Negotiate pricing with supplier 2.3 Lodge advertisement 2.4 Report status of initial implementation to relevant stakeholders
3. Monitor advertising production	3.1 Establish and confirm post-production activities with required stakeholders 3.2 Identify and rectify issues with advertising production within scope of own responsibility 3.3 Develop monitoring report 3.4 Establish procedures for ongoing monitoring

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Uses mathematical techniques to identify cost and schedule requirements within budgetary constraints
Reading	Identifies and interprets textual information to determine and confirm advertising, media and procedural requirements
Writing	Produces clear and legible reports in required format documenting key findings
Teamwork	Applies negotiation skills to establish understanding and reach agreement Uses a range of strategies to establish connections when communicating with relevant personnel to seek and share information
Self-management	Systematically gathers and analyses all relevant information and evaluates options to decide on appropriate research strategy
Planning and organising	Determines job sequence and works logically and systematically to undertake clearly defined tasks to deadlines Uses scheduling experiences to suggest adjustment or improvement to organisational procedures
Problem solving	Recognises and takes responsibility for addressing unforeseen problems in complex work contexts
Technology	Uses digital technologies and systems to locate information, and enter data accurately Uses familiar digital technologies and systems to locate, organise and present information

Unit Mapping Information

Supersedes and is equivalent to:

BSBADV404 Schedule advertisements

BSBADV408 Review advertising media options.

Supersedes but is not equivalent to:

BSBADV402 Conduct pre-campaign testing

BSBADV403 Monitor advertising production

BSBADV405 Perform media calculations

BSBADV406 Buy and monitor media

BSBADV407 Apply media analysis and processing tools.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG438 Implement and monitor advertising production

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement and monitor the production of at least two advertisements.

In the course of the above, the candidate must:

confirm media and selected means to advertise according to the creative brief

apply organisational policies and procedures relevant to advertising production

use appropriate industry technology

organise timing and distribution of advertisements and negotiate costs with media sellers.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

industry products and services including media types and media vehicles

legal and ethical requirements for the advertising industry

principles of advertising and marketing mix

organisational policies and procedures for costing and scheduling advertisements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

creative brief

software required to implement and monitor advertising plans

relevant organisational policies and procedures

relevant organisational scheduling procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG439 Develop and apply knowledge of communications industry

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Version created to rectify typographical error.

Application

This unit describes the skills and knowledge required to research, analyse and apply knowledge of the communications industry. This includes the marketing communications industries.

The unit applies to individuals in entry-level positions who have a general knowledge of the structure, organisation and function of the communications industry. Individuals in this role may have a limited leadership and guidance responsibility to others.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Research and analyse communications information	1.1 Identify and access sources of information on the communications industry 1.2 Research identified sources of information and document outcomes 1.3 Analyse the communications industry sectors, associations, networks and societal role and key stakeholders 1.4 Analyse technological developments, trends and issues of the for communication industry
2. Develop communications deliverables	2.1 Identify resources and task requirements for developing deliverables, with relevant personnel 2.2 Use research to prepare deliverable according to organisational policies and procedures 2.3 Organise information included in the communications 2.4 Establish criteria for assessing deliverable 2.5 Share deliverable to relevant personnel
3. Finalise communications deliverables	3.1 Seek feedback on deliverable from relevant personnel 3.2 Incorporate feedback to deliverable 3.3 Implement procedures for ongoing monitoring of the communications industry 3.4 Update information in the deliverable, as required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Identifies and evaluates information from external sources to assist in clarifying and extending knowledge Uses a continuous learning approach to improve capacity to work effectively and identify and solve problems as they occur, and to address emerging opportunities and issues
Numeracy	Uses mathematical skills to interpret data and statistical information
Reading	Gathers, interprets and analyses a variety of textual information from a range of sources to identify relevant and key information
Writing	Integrates information from a number of sources to create cohesive documents using suitable format and grammatical structures, with clear, logical language suitable to the audience and purpose
Teamwork	Fosters positive relationships with others and maintains open communication
Self-management	Understands and adheres to legal and regulatory responsibilities related to own work
Planning and organising	Prioritises and completes tasks within a set timeline

Unit Mapping Information

Supersedes and is equivalent to BSBMKG418 Develop and apply knowledge of marketing communication industry.

Supersedes but is not equivalent to BSBPUB401 Develop and apply knowledge of public relations industry.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG439 Develop and apply knowledge of communications industry

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Version created to rectify typographical error.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

research and report on the communications industry.

In the course of the above, the candidate must:

scope the impact of new and alternative communication technology on the communications industry

research and report on the current issues affecting the communications industry.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

current issues and trends which affect the communications industry

employment obligations and opportunities of the communications industry

industry structures and networks

organisational and client operating environments, structures, and business and marketing plans

current digital communications technologies, platforms and devices

principles and practices of communications and media strategies

trends including impact of technologies on the industry.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to communications industry

communications equipment and technology

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG440 Apply marketing communication across a convergent industry

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to work effectively within the convergent industry to apply marketing communications.

The unit applies to individuals working in a variety of marketing communication roles utilising skills and knowledge from marketing, advertising, public relations and/or convergent media sectors to achieve outcomes.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish convergent environment	1.1 Establish task requirements and objectives for implementing marketing communications 1.2 Identify roles and responsibilities within convergent industry 1.3 Identify role of the customer in the convergent environment 1.4 Identify legislation, regulations and policies applicable to convergent industry
2. Prepare convergent tools and techniques	2.1 Identify existing convergent tools and techniques in the marketing communication environment and assess their applicability 2.2 Develop convergent tools and techniques, where required, for use within a marketing communication industry and for a customer-centric environment 2.3 Confirm suitability and cost-effectiveness of the convergent tools and techniques
3. Implement marketing communications	3.1 Select and use most suitable convergent tools and techniques according to task requirements 3.2 Implement convergent tools and techniques for marketing communication 3.3 Establish channels to respond to customer perspectives 3.4 Establish and maintain expert and business networks related to marketing communication convergence

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets textual information to establish current industry and project status from relevant information
Writing	Researches, plans and prepares documentation using format and language appropriate to context, organisational requirements and audience
Oral Communication	Presents information and seeks advice using language appropriate to audience
Numeracy	Identifies and interprets data from a range of sources Uses testing and data analysis to establish and test systems, monitor results and weigh costs
Self-management	Identifies and complies with organisational policies and procedures, and legislative requirements
Teamwork	Works positively with those from other disciplines to achieved desired outcomes for organisation and clients
Planning and organising	Sequences and schedules complex activities, monitors implementation, and manages relevant communication Uses systematic, analytical processes in relatively complex situations, setting goals, gathering relevant information, and identifying and evaluating options; creating new tools and techniques where appropriate
Technology	Uses and manipulates digital technology to create, extend and enhance job role, products and capacity to deliver effective service design

Unit Mapping Information

Supersedes and is equivalent to BSBMKG417 Apply marketing communication across a convergent industry.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG440 Apply marketing communication across a convergent industry

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply marketing communication to one product or service across convergent media sectors.

In the course of the above, the candidate must:

identify the convergent environment for marketing communication in establishing a client solution, including:

reviewing the traditional roles and client groups serviced by the marketing, advertising and public relations sectors

using the impact of capacity in communications technology

using the impact of ubiquitous enabled mobile devices

integrating the rise in ‘customer-centric’ and the ‘empowered customer’ in client solutions

develop client and customer messaging that can be engaged by a target group across multiple distribution points

create fit-for-purpose tools, techniques and solutions that are effective within a convergent media environment and verify with relevant personnel

establish processes that empower customers

work with client and customers to implement an integrated solution within a highly iterative environment

engage with experts and others within the industry.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

characteristics of convergent approaches to marketing communication

customers role within convergent marketing

impact of convergence on traditional marketing approaches

current technologies and distributed services that impact on convergent solutions

situations requiring engagement of technology experts

type of experts and business networks appropriate to a convergent marketing solution

legislation, regulation and organisational policy to the field of marketing communication.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to marketing across a convergent industry

workplace documentation and resources for marketing across a convergent industry.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG441 Develop public relations documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to design, produce and edit public relations documents for various target audiences and to evaluate their effectiveness in the marketplace.

The unit applies to individuals who usually work as part of a public relations campaign team and who analyse and evaluate information from a variety of sources. In this role, individuals use well-developed advertising skills and a broad knowledge base.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop public relations documents	1.1 Identify task objectives and relevant legal and ethical frameworks 1.2 Research previous organisational public relations documents, distribution channel information and evaluation data 1.3 Confirm document objectives, message and process with relevant personnel 1.4 Identify resources, timelines and costs in consultation with relevant personnel
2. Establish final public relations documents	2.1 Draft documents according to task and organisational requirements 2.2 Seek feedback from relevant personnel on public relations documents 2.3 Agree upon modifications and incorporate into final draft
3. Review finalised documents	3.1 Distribute documents according to timelines, task and organisational requirements 3.2 Monitor and collate feedback on the effectiveness of distributed documents 3.3 Evaluate feedback results against task objectives 3.4 Record and file evaluation results and recommendations for future improvements according to organisational policy and procedure

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses information from a range of sources Checks workplace documentation for clarity, accuracy, compliance with house style and legislative, regulatory and ethical requirements
Writing	Uses clear, accurate and relevant language to record information Develops and completes documents in a range of styles and tones suitable to different audiences and contexts
Oral Communication	Articulates information clearly using language and features appropriate to the audience Employs active listening and questioning techniques to clarify information and confirm understanding
Numeracy	Interprets numerical information and makes basic calculations to determine outsourcing expenditure and workplace scheduling
Initiative and enterprise	Monitors outcomes, considering results from a range of perspectives, and identifies key concepts and principles that could be improved in future situations
Self-management	Adheres to implicit and explicit organisation policies and procedures
Teamwork	Collaborates with others as part of familiar routine activities
Planning and organising	Takes responsibility for planning, sequencing and prioritising tasks and own workload to meet timelines and achieve outcomes
Technology	Uses digital applications to record, store, retrieve and share documents

Unit Mapping Information

Supersedes and is equivalent to BSBPUB403 Develop public relations documents.

Supersedes but is not equivalent to BSBPUB402 Develop public relations campaigns.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG441 Develop public relations documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop a minimum of two public relations documents.

In the course of the above, the candidate must:

research content, format and processes for public relations document and confirm with relevant personnel

develop and modify a draft public relations document according to task requirements and feedback from relevant personnel

monitor and evaluate feedback to identify future improvements to public relations documents

record and file results according to organisational policy and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

principles and practices of public relations

content of public relations documents including:

communication objectives

communication messages

communication processes

methods to assess effectiveness of public relations documents in fulfilling task objectives, including stakeholder feedback

organisational requirements relevant to public relations documents

key media and media distribution channels

current issues and trends which affect the public relations industry

key provisions of relevant legislation, codes of practice and national standards that affect public relations campaigns.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of public relations documents.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG442 Conduct e-marketing communications

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prepare electronic advertisements for use in internet, mobile phones and other digital media marketing communications, and to evaluate their effectiveness in achieving marketing objectives.

The unit applies to individuals working in promotional roles who are required to use electronic communications and existing business websites to effectively convey marketing communications and achieve marketing objectives in accordance with marketing or e-marketing plans.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for e-marketing	1.1 Identify legal, ethical and organisational frameworks related to task requirements 1.2 Identify existing electronic advertisement methods according to task requirements 1.3 Select media for electronic advertisements according to organisation’s e-marketing strategy 1.4 Select e-marketing platforms for advertisement according to task requirements and organisational policy
2. Perform e-marketing	2.1 Use e-marketing platform for electronic advertisement according to e-marketing objectives 2.2 Confirm that e-marketing meets all task specifications 2.3 Present electronic advertisement on e-marketing platform to management prior to finalisation
3. Evaluate use of e-marketing	3.1 Monitor transmission of electronic advertisement and rectify errors or omissions 3.2 Evaluate e-marketing advertisements against measures of effectiveness and record outcomes according to organisational requirements 3.3 Plan for improvements to e-marketing strategies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets textual information obtained from a range of sources and determines how content may be applied to individuals and to organisational requirements
Writing	Integrates information from a number of sources to develop material that supports the purposes and format of the documentation using suitable grammatical structure and clear, logical language
Oral Communication	Articulates ideas and requirements clearly and creatively based on techniques appropriate to audience and environment Elicits the view and opinions of others by listening and questioning
Self-management	Complies with organisational policies and procedures and considers own role in terms of its contribution to broader goals of the work environment Takes responsibility for the outcomes of routine decisions related directly to own role
Planning and organising	Develops plans to manage tasks with an awareness of how they may contribute to longer term operational and strategic goals Identifies and explicitly applies some basic principles of analytical and lateral thinking
Problem solving	Identifies and takes responsibility for addressing predictable and some less predictable problems in familiar work contexts
Technology	Identifies key purposes, specific functions and key features of common digital systems and tools and operates them effectively to complete routine tasks

Unit Mapping Information

Supersedes and is equivalent to BSBMKG412 Conduct e-marketing communications.

Supersedes but is not equivalent to BSBCUE303 Conduct a telemarketing campaign.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG442 Conduct e-marketing communications

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare communications for at least two products or services to promote on an e-marketing platform.

In the course of the above, the candidate must:

finalise communication with management according to organisational marketing strategy and objectives

review communication and record according to organisational policies and procedures

assess effectiveness of advertisement and plan for improvements to e-marketing strategies according to task objectives.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, codes of practice and national standards that affect marketing operations

industry products and services knowledge

intellectual property requirements

organisational structure, roles and responsibilities

principles of marketing and advertising

software applications used in conducting electronic advertising and marketing.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes for e-marketing

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG541 Identify and evaluate marketing opportunities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify, evaluate and take advantage of marketing opportunities by analysing market data, distinguishing characteristics of possible markets and assessing viability of changes to operations.

The unit applies to individuals working in a supervisory or management marketing or advertising role within a marketing or advertising team or media organisation.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Explore marketing opportunities	1.1 Analyse information on market and business needs for marketing opportunities 1.2 Identify potential new markets 1.3 Apply innovative approaches relevant to the development of potential marketing opportunities
2. Evaluate marketing opportunities	2.1 Identify and analyse opportunities for organisational fit according to organisational goals and capabilities 2.2 Analyse the viability of each opportunity 2.3 Determine probable return on investment and potential competitors 2.4 Select marketing opportunities according to outcomes of viability analysis, return on investment and competition
3. Evaluate required changes to current operations	3.1 Seek feedback from relevant stakeholders 3.2 Incorporate feedback received for current operations and take advantage of viable marketing opportunities 3.3 Review current operations and document changes needed 3.4 Identify resource requirements for marketing opportunities 3.5 Document and communicate viability of marketing opportunities to key stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Evaluates and comprehends textual information from a range of sources and draws own conclusions
Writing	Integrates information from a number of sources to develop material that supports purposes of documentation using suitable grammatical structure and clear, logical language
Oral Communication	Presents opinions, ideas and organisational requirements clearly and creatively using language and presentation techniques appropriate to audience and environment Elicits views and opinions of others by listening and questioning
Numeracy	Evaluates financial and marketing data using whole numbers, decimals and percentages to make accurate calculations
Initiative and enterprise	Evaluates outcomes of decisions to identify opportunities for improvement Develops new and innovative ideas through exploration, analysis and critical thinking
Self-management	Identifies and follows explicit and implicit organisational protocols and meets expectations associated with own role
Planning and organising	Develops plans to manage relatively complex tasks with an awareness of how they may contribute to longer-term operational and strategic goals Makes decisions by systematically analysing information, identifying and evaluating options against set criteria, and choosing most appropriate option

Unit Mapping Information

Supersedes and is equivalent to BSBMKG501 Identify and evaluate marketing opportunities.

Supersedes but is not equivalent to:

BSBMKG518 Plan and implement services marketing

BSBMKG519 Plan and implement business-to-business marketing

BSBMKG521 Plan and implement sponsorship and event marketing.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG541 Identify and evaluate marketing opportunities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify and evaluate at least three marketing opportunities.

In the course of the above, the candidate must:

comply with organisational policies and procedures

communicate and document potential of identified marketing opportunity to relevant stakeholders.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, codes of practice and national standards affecting marketing operations

how to calculate the financial viability of marketing opportunities

return on investment

financial and marketing data

organisational structure, products and services

principles of marketing and marketing mix

statistical methods and techniques to evaluate marketing opportunities, including forecasting techniques.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes for marketing

workplace marketing documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG542 Establish and monitor the marketing mix

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify and establish an effective marketing mix for a business. It includes preparing, implementing and monitoring the market mix.

The unit applies to individuals who have management roles in marketing and are responsible for developing marketing and promotional mix within an organisation. These individuals may monitor the marketing mix to adjust according to new marketing opportunities identified.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare marketing mix	1.1 Identify task requirements 1.2 Analyse effects of pricing policy, promotional methods and channels of distribution on marketing outcomes 1.3 Identify potential customer base and key pressure points 1.4 Test effects of components of marketing mix on each other and relative importance to customer base 1.5 Select suitable marketing mix
2. Implement marketing mix	2.1 Identify required resources 2.2 Brief stakeholders of roles and responsibilities in implementation 2.3 Establish communication and team building strategies 2.4 Establish strategies for monitoring the marketing activities
3. Monitor marketing mix	3.1 Assess marketing performance against targets for task objectives 3.2 Compare and record variances in marketing revenue and costs against budget 3.3 Prepare and present marketing reports indicating ongoing progress towards marketing objectives

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Evaluates financial and marketing data using whole numbers, decimals and percentages to make accurate calculations
Reading	Evaluates and comprehends textual information from a range of sources
Writing	Documents results of analysis of marketing mix Presents analysis results in required format
Problem solving	When dealing with complex issues identifies cause of the problem, and uses analytical processes to generate possible solutions
Planning and organising	Develops plans to manage relatively complex tasks with an awareness of how they may contribute to longer-term operational and strategic goals
Self-management	Makes decisions by systematically analysing information, identifying and evaluating options against set criteria, and choosing most appropriate option Evaluates outcomes of decisions to identify any required adjustments

Unit Mapping Information

Supersedes and is equivalent to BSBMKG502 Establish and adjust the marketing mix.

Supersedes but is not equivalent to:

BSBMKG514 Implement and monitor marketing activities

BSBMKG529 Manage client account.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG542 Establish and monitor the marketing mix

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

establish and monitor the marketing mix for an organisation or work area, including:

reporting on activities undertaken to establish marketing mix in organisation

reporting information on each element of marketing mix, including:

customer service levels

distribution

pricing

promotion.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies, procedures, products and services related to marketing

principles and concepts of marketing, including consumer and buyer behaviour

elements of marketing mix

methods to gather and analyse marketing information, including variances in marketing revenue and costs.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations and codes relevant to marketing mix

organisational and marketing strategic plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG543 Plan and interpret market research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan market research and conduct an analysis to report and interpret findings.

The unit applies to individuals who conduct market research planning at a managerial level. These individuals may have a good general knowledge of market research as well as a detailed understanding of the organisation’s operations, objectives and application.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan market research	1.1 Identify market research objectives and requirements 1.2 Identify and select data collection methods 1.3 Develop market research plan
2. Perform market research	2.1 Obtain approval from relevant personnel to undertake market research 2.2 Conduct research according to market research plan developed 2.3 Collate and document research
3. Assess results of market research	3.1 Analyse data obtained from market research using statistical and qualitative techniques 3.2 Forecast existing and emerging market needs based on the market research 3.3 Identify threats and opportunities for future marketing activity
4. Report on market research	4.1 Interpret and prepare data for presentation 4.2 Review presentation and rectify errors, where required 4.3 Present research findings to relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Collects, organises and analyses data to draw conclusions or make forecasts about trends and probability Uses analysis techniques
Reading	Researches, evaluates, analyses and interprets market information from a range of sources, and interprets requirements
Writing	Prepares reports containing complex ideas and concepts and writes in a range of styles to suit different audiences
Problem solving	Develops plans and uses effective organisational and time management skills to complete tasks Applies systematic and analytical decision making processes in complex and non-routine situations
Technology	Uses digital technologies and systems to enter and analyse data and to present information

Unit Mapping Information

Supersedes and is equivalent to:

BSBMKG506 Plan market research

BSBMKG507 Interpret market trends and developments.

Supersedes but is not equivalent to BSBMKG528 Mine data to identify industry directions.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG543 Plan and interpret market research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan and interpret market research for one product or service.

In the course of the above, the candidate must:

identify market research objectives, requirements, data collection methods

develop a marketing research plan

research and collate market findings

obtain required approvals

apply analysis techniques to identify:

potential threats and opportunities

existing and emerging market needs

document the analysis of market research and present findings.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

internal and external sources of information relevant to forecasting market trends including:

business and strategic objectives

comparative market information

changes in technology

industry trends

social, cultural and economic trends

political activity and legislative changes

content and development of market research plan

software applications that are commonly used in quantitative and qualitative analysis

codes of practice and conduct relevant to marketing

market research principles and practices including:

project design according to timelines and budget requirements

development and use of hypothesis

role of research in enterprise development

statistical concepts, methods, techniques and reporting formulas commonly used in market research including:

conversion rates of leads to sales

measures of central tendency

measures of statistical dispersion

nature and degree of relationship between variables

net response rate

normal distribution probability curve

sampling

recency or frequency grids

lifetime value of customers

net present value of customers.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to market research

workplace documentation and resources for market research.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG544 Plan and monitor direct marketing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan and monitor direct marketing activities for specific services and products.

The unit applies to individuals who are responsible for attracting a brand’s target audience to increase brand involvement. Individuals work across a variety of industries and possess a sound theoretical knowledge base. They demonstrate a range of managerial skills to ensure business activities are conducted effectively and comply with legislative requirements.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish direct marketing activities	1.1 Identify marketing objectives and goals. 1.2 Research and select direct marketing activities according to marketing objectives 1.3 Create budget and timeline for selected direct marketing activities 1.4 Produce a direct marketing activities proposal 1.5 Present direct marketing activities proposal to relevant personnel 1.6 Develop indicators for evaluating direct marketing activities
2. Implement direct marketing activities according to legislative requirements	2.1 Initiate negotiations with relevant stakeholders and proceed with selected direct marketing activities 2.2 Assist in drafting contracts for direct marketing activities according to negotiation outcomes 2.3 Assemble resources to implement direct marketing activities according to direct marketing activities proposal, negotiation outcomes and legislative requirements 2.4 Brief staff on their required input to direct marketing activities
3. Evaluate direct marketing activities	3.1 Calculate effectiveness of direct marketing activities using indicators 3.2 Recommend modifications to direct marketing activities according to evaluation performed 3.3 Record improvement opportunities for future marketing opportunities

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Participates in verbal exchanges using appropriate language and non-verbal features Uses active listening and questioning to confirm understanding
Reading	Identifies and analyses complex text to identify marketing opportunities
Writing	Prepares detailed documentation using appropriate terminology and format to convey clear messages to team members and relevant stakeholders

Unit Mapping Information

Supersedes and is equivalent to:

BSBMKG508 Plan direct marketing activities

BSBMKG509 Implement and monitor direct marketing activities.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG544 Plan and monitor direct marketing activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan and monitor a direct marketing activities for a product or service.

In the course of the above, the candidate must:

research, select and create budget for direct marketing activities

plan timelines for implementation and continuation of direct marketing activities

develop direct marketing activity proposal

present proposal to relevant personnel according to organisational policies and procedures

negotiate and draft contracts for direct marketing activities in consultation with relevant personnel

recommend and record improvements to future marketing activities.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

types of direct marketing activities

target audience outcomes from direct marketing activities

content of a proposal for direct marketing activities including:

objectives and purpose of marketing strategy

detailed budget

timelines

implementation plan

performance indicators

development of a proposal for direct marketing activities

negotiation strategies

methods of evaluating effectiveness of direct marketing activities

sources of advice available on contract requirements for direct marketing activities.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents and data on direct marketing activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG545 Conduct marketing audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to conduct marketing audits, with reference to an organisation’s marketing plan.

The unit applies to individuals who are required to develop a comprehensive description of the organisation’s marketing operations as part of the marketing, planning and marketing auditing process. The outcomes of marketing audits are generally used to inform an organisation’s marketing plan. In this role, individuals must possess a sound theoretical knowledge of advertising management and demonstrate a range of managerial skills. Typically, they have responsibility for the work of other staff.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for marketing audit	1.1 Identify objectives of marketing audit according to organisational marketing plan 1.2 Identify scope of marketing audit and audit methodology according to organisational marketing plan 1.3 Identify participants required for marketing audit process
2. Identify form of marketing audit	2.1 Identify characteristics of marketing audit according to task requirements and audit priorities 2.2 Identity elements to be included in marketing audit and its format according to organisational requirements 2.3 Identify and select marketing audit according to organisational marketing plan
3. Establish external marketing audit	3.1 Identify external environmental factors that meet requirements of audit process 3.2 Identify technological factors, market characteristics and competitive factors relating to the business, which meet audit process requirements 3.3 Perform external marketing audit
4. Establish internal marketing (self) audit	4.1 Identify criteria to use in an internal marketing audit according to organisational requirements 4.2 Identify marketing productivity according to profitability and cost effectiveness 4.3 Record results according to organisational and audit requirements
5. Prepare marketing audit report	5.1 Develop a marketing audit report according to organisational requirements 5.2 Confirm marketing audit report meets reporting requirements of marketing audit form selected and marketing plan 5.3 Confirm accuracy of marketing audit report with relevant personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and evaluates complex textual information when auditing workplace documentation
Writing	Uses clear, accurate and relevant language to organise and record information using suitable organisational formats
Oral Communication	Participates in verbal exchanges using appropriate language and non-verbal features
Numeracy	Makes basic calculations from numerical data to audit external marketing, quantify data and determine financial gains
Problem solving	Identifies cause of the problem, and uses analytical processes to generate possible solutions when dealing with complex issues
Self-management	Complies with organisational policies and objectives, and considers own role for its contribution to broader goals of work environment
Planning and organising	Develops plans and uses effective time management and organisational skills to complete tasks with an awareness of how they may contribute to longer-term operational and strategic goals Uses formal decision-making processes to gather information, identify and evaluate several choices against a set of criteria in complex, non-routine situations
Technology	Identifies and uses a range of relevant digital language and symbols

Unit Mapping Information

Supersedes and is equivalent to BSBMKG515 Conduct a marketing audit.

Supersedes but is not equivalent to:

BSBMKG520 Manage compliance within the marketing legislative framework

BSBMKG522 Plan measurement of marketing effectiveness.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG545 Conduct marketing audits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

conduct at least two marketing audits.

In the course of the above, the candidate must:

identify the objectives, scope and relevant personnel involved in marketing audit

identify elements and form of marketing audit according to task requirements and audit priorities

establish internal and external marketing audits

develop and confirm marketing audit report with relevant personnel.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational and audit requirements

scheduling of a marketing audit and considerations of organisational requirements

organisational marketing plans

research methodologies and data collection techniques appropriate to marketing audits

different types of marketing audits.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

documentation and resources used to conduct marketing audit activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG546 Develop social media engagement plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error within the knowledge evidence.

Application

This unit describes the skills and knowledge required to effectively develop social media engagement plans with a preferred target audience.

The unit applies to individuals working in a variety of marketing and communications occupational roles who have responsibility for developing social media plans and facilitating social engagement on behalf of a business or organisation.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop social media strategy	1.1 Identify client requirements and characteristics of target audience for social media strategy 1.2 Research and document characteristics and online habits of the target audience according to organisational policy 1.3 Identify and analyse common responses to triggers, interventions, and preferred and avoided behaviours on social media platforms and applications 1.4 Evaluate market research and identify the attention span and retention characteristics of alternative content types and engagement patterns 1.5 Document research results and deliver to appropriate personnel
2. Devise social media engagement strategy	2.1 Select preferred social media platforms and applications according to organisation, client and audience requirements 2.2 Select content and engagement interventions for target audience according to client requirements 2.3 Establish metrics for social media performance according to organisational strategies 2.4 Identify and develop mitigation solution for risks to brand and message integrity and trust of target audience
3. Facilitate content delivery	3.1 Develop relevant content and schedule release for maximising target audience attention 3.2 Engage with target audience on chosen social media platforms 3.3 Identify and implement relevant tools and automate the engagement process in applicable delivery areas 3.4 Apply identified metrics for posts, responses and updates
4. Monitor and evaluate social media engagement	4.1 Develop plan for ongoing review of performance using a social media analytics service 4.2 Identify gaps in performance against requirements and adjust as necessary according to organisational plan 4.3 Evaluate and report on social media engagement effectiveness for delivery to relevant personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and analyses complex texts to determine organisational and client requirements Reviews relevant information to understand the audience of the social media engagement
Writing	Integrates information from a number of sources to develop materials suitable for purpose and audience
Oral Communication	Presents information and seeks input using structure and language appropriate to audience Uses questioning and listening to confirm understanding
Numeracy	Analyses data from a range of sources to effectively understand audience, and define strategy success
Initiative and enterprise	Draws insights from information, enabling increased understanding within the organisation and opportunities for improvement
Self-management	Adheres to and job requirements relevant to social media engagement Responds rapidly and shows flexibility by taking advantage of the organic nature of social media where it is advantageous for organisation and client
Planning and organising	Plans and organises workload and processes to ensure compliance with organisational policies and procedures

Unit Mapping Information

Supersedes and is equivalent to BSBMKG537 Develop a social media engagement plan.

Supersedes but is not equivalent to:

BSBMKG534 Design effective digital user experiences

BSBMKG535 Devise a search engine optimisation strategy.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG546 Develop social media engagement plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error within the knowledge evidence.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, review and update a social media engagement plan for an organisation or work area.

In the course of the above, the candidate must:

specify a target audience for social media engagement according to client or organisational requirements

set measurable metrics for determining success

research online behaviours and characteristics of target audience and identify typical responses and journeys

review and select social media platforms and applications to meet requirements

develop and schedule release of relevant content that aligns to strategy

develop a plan for social media interactions including requirements for consistent messaging and automate engagement process where possible

monitor and react positively to changes in the social media space.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

features of existing legislation and policy relevant to social media

features of existing social media platforms and their relevance to key industry functions

benefits of consistent messaging in social media, including branding and the development of trust

methods of engaging target audience on social media including:

offering personalised responses to target audience questions

comments

reactions

typical response characteristics of users to common social media interventions

features of existing tools and techniques used to engage users on social media

performance measures commonly used to evaluate social media engagement

relevant organisational strategies, policies, and procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations for business social media engagement

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG547 Develop strategies to monetise digital engagement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to monetise digital engagement through a focus on customer engagement, content relevance and real-time digital payment systems.

The unit applies to individuals working in a variety of marketing and communications occupational roles who have responsibility for working with clients (both internal and external) on improving income streams from their digital strategies.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish the monetisation of digital engagement	1.1 Identify task requirements and applicable legal, organisational and financial frameworks 1.2 Prepare criterion for channel monetisation according to organisational marketing strategies 1.3 Research opportunities for paid, owned or earned customer engagement 1.4 Select channel for monetisation
2. Create design interventions	2.1 Analyse digital processes for reliability and customer trust 2.2 Use authentication and security requirements for securing transactions according to organisational policies and procedures 2.3 Model the digital customer engagement to select points-of-sale and closure according to organisational strategies
3. Select and implement tools and technologies	3.1 Negotiate processing parameters with relevant stakeholders according to task requirements and organisational strategies 3.2 Evaluate and select payment processing tools and technologies 3.3 Identify and evaluate reliability of systems for the collection and analysis of transaction data
4. Monitor and evaluate performance	4.1 Conduct review of performance with financial analytics service according to organisational strategies 4.2 Track transaction metrics using suitable technologies 4.3 Monitor and identify gaps in performance against requirements and adjust as necessary 4.4 Evaluate and report on monetisation effectiveness to relevant personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and analyses complex texts to determine legislative, regulatory and business requirements Reviews reported information to evaluate workplace strategies and improvement practices
Writing	Researches, plans and prepares documentation using format and language appropriate to context and audience, as well as legislative and organisational requirements
Oral Communication	Presents information and seeks advice using language appropriate to audience and context
Numeracy	Interprets and analyses data from a range of sources Analyses data to inform implementation decisions and reviews on appropriateness, effectiveness and cost
Self-management	Identifies and follows legislative requirements and organisational policies and procedures associated with own role
Problem solving	Anticipates problems, taking steps to solve them; and evaluates outcomes of decisions to identify opportunities for improvement
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal stakeholders, external service providers and clients to seek or share information
Planning and organising	Plans, organises and implements work activities that ensure compliance with organisational policies and procedures, and legislative requirements Uses systematic, analytical processes in relatively complex situations, setting goals, gathering relevant information, and identifying and evaluating options and outcomes against agreed criteria

Unit Mapping Information

Supersedes and is equivalent to BSBMKG536 Develop strategies to monetise digital engagement.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG547 Develop strategies to monetise digital engagement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one strategy to monetise digital engagement.

In the course the above, the candidate must:

analyse digital engagement channels and identify and evaluate the opportunities to monetise digital engagement

devise measurable success criteria for monetised transactions

design a model of customer engagement showing preferred points-of-sale and closure

describe how digital authentication and security works to develop customer trust

evaluate, negotiate and enter into service agreements

identify, document and present trends and performance information from transaction data.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

differences between paid, owned and earned customer engagement

barriers to streamlined transactions for digital users

features of digital applications required to enable transactions

engagement features of common digital financial transaction systems

features of current payment processing tools and technologies used in digital transactions

financial services legislation that impact on digital financial transactions

organisational strategies, policies and procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to monetising engagements for businesses

software and technology for monetising engagements for businesses

workplace documentation and resources including policies and procedures for strategy development and business engagements.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG548 Forecast international market and business needs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to forecast, evaluate and draw insights from international market intelligence to promote business development.

The unit applies to individuals who with a considerable understanding of international business management and possess the managerial and supervisory skills to facilitate the effective functioning of business activities.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare market intelligence	1.1 Identify task objectives and target market 1.2 Apply forecasting technique to Australian and international markets and identify trends and developments 1.3 Collate and record information according to organisational objectives
2. Evaluate information	2.1 Identify organisational business capabilities and resources 2.2 Analyse international market information 2.3 Identify threats and opportunities for business development according to forecasting results
3. Establish recommendations	3.1 Identify potential organisational changes according to forecasting results 3.2 Prepare recommendations according to task requirements 3.3 Discuss recommendations with relevant personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Analyses and interprets complex business data to track strengths and weaknesses and to forecast trends
Reading	Identifies, analyses and compares complex textual information to interpret market developments and opportunities
Writing	Produces complex reports forecasting market and business needs, using clear and well organised graphical and textual information
Planning and organising	Develops plans and uses effective organisational skills to complete tasks with an awareness of how they may contribute to longer term operational and strategic goals Uses systematic and analytical decision- making processes to gather and evaluate data in complex non-routine situations
Technology	Uses a range of digital applications to access and filter data, extract, organise, integrate and share relevant information

Unit Mapping Information

Supersedes and is equivalent to BSBMKG512 Forecast international market and business needs.

Supersedes but is not equivalent to:

BSBINT405 Apply knowledge of import and export international conventions, laws and finance

BSBMKG511 Analyse data from international markets.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG548 Forecast international market and business needs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

forecast and evaluate an international market on at least one occasion, and forecast and evaluate business needs.

In the course of the above, the candidate must:

comply with organisational policies and procedures

develop and discuss recommendations to improve business with relevant personnel.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

forecasting techniques including:

bottom-up forecasting

delphi techniques

model building

projection

scenario planning

intention surveys

top-down forecasting

sources of information relevant to forecasting international market and business needs including:

core activities, customer base, business value sand current business direction

marketing and other business performance

comparative market information

changes in technology

demographic changes

political events

social and cultural factors

economic trends

government activities and legislative changes

industry trends

impacts of international market performance on internal business operations

legislative and regulatory context of organisation in relation to forecasting market and business needs

organisational information for forecasting international market and business needs including core activities and capabilities

software commonly used in marketing forecasting and analysis.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes related to forecasting international marketing needs

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG549 Profile and analyse consumer behaviour for international markets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to profile and analyse consumer behaviours for a range of international markets.

The unit applies to individuals who have managerial responsibility for selecting and confirming appropriate international markets by identifying target markets, analysing customer behaviour and recommending strategies.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to profile	1.1 Identify task objectives and international target markets 1.2 Review past marketing plans, strategies, campaigns and positioning of products and services, where possible 1.3 Identify and select targeting strategy according to task and organisational requirements 1.4 Develop consumer profile for the selected market 1.5 Develop positioning strategy
2. Analyse consumer behaviours	2.1 Research consumer behaviours for target international markets 2.2 Analyse consumer needs and interest in target international markets 2.3 Assess individual, social, cultural, lifestyle influences on consumer behaviour
3. Develop and recommend strategies	3.1 Determine strategies for profiling and analysing consumer behaviours 3.2 Seek areas for improvement to developed strategy in consultation with relevant personnel 3.3 Present strategy to relevant stakeholders for feedback according to task requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Interprets trends to inform understanding of consumer needs Performs calculations to ensure plans meet budgetary requirements
Oral communication	Presents information using language and features appropriate to the context and audience
Reading	Identifies and analyses complex texts to assess consumer behaviour and determine legislative requirements
Writing	Produces comprehensive rationale using language and structure appropriate to context and audience
Self-management	Adheres to organisational objectives, policies and requirements Considers own role in terms of its contribution to broader goals of work environment
Planning and organising	Uses effective organisational skills to complete tasks with an awareness of how they may contribute to longer-term operational and strategic goals Uses analytical processes to gather and access information required to decide on most appropriate marketing strategies
Technology	Uses digital tools to gather and analyse data about consumer behaviours

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBMKG516 Profile international markets

BSBMKG517 Analyse consumer behaviour for specific international markets.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG549 Profile and analyse consumer behaviour for international markets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

profile and analyse consumer behaviour for at least two international markets according to organisational objectives.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

cultural aspects relevant to international markets profiled

consumer profile content including consumer characteristics in standard statistical terms

market profiling techniques and related software programs

influence on consumer behaviour, including:

individual

social

cultural

lifestyle

key provisions of relevant legislation affecting consumer behaviours for products and services including:

Trade Practices Act

World Trade Organisation

Privacy Act

sources of information on international markets

segment descriptors to define international target markets.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards for markets for international markets

examples of plans, strategies and campaigns.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG550 Promote products and services to international markets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to promote products and services to international markets in line with the organisational marketing plan and strategy for a specified target market.

The unit applies to individuals who have a managerial-level responsibility for promoting products and services to international markets. This includes planning, coordinating and reviewing of promotional activities. These individuals use well-developed problem-solving skills to create solutions to unpredictable problems through analysis and evaluation of information from a variety of sources.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan promotion	1.1 Identify and confirm task objectives and requirements, budget timeline, and target market with relevant stakeholders 1.2 Access relevant information for assistance in planning 1.3 Develop a potential range of promotional activities for international target market according to regulatory and organisational guidelines, international requirements and promotional plans 1.4 Select activities according to task requirements 1.5 Document selected promotional activities for approval for implementation
2. Coordinate promotion	2.1 Identify and prepare personnel and resources for implementation of promotional activity 2.2 Implement marketing activity according to legal, regulatory and organisational requirements 2.3 Assign responsibilities for ongoing evaluation of promotional activity 2.4 Monitor and address variations between expected and actual performance of promotion according to marketing objectives and organisational policy
3. Review promotion	3.1 Gather feedback on marketing mix for improvements in target and outcomes 3.2 Analyse promotional outcomes against costs and timelines 3.3 Identify process improvements for future international marketing opportunities 3.4 Prepare recommendations for future direction of internationally based promotional activities

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Collates and interprets numeric information to analyse trend data, targets and resource requirements
Reading	Interprets textual information obtained from a range of sources and determines how content may be applied to organisational requirement
Writing	Communicates with others using clear and detailed language to request specific information and brief relevant personnel Integrates information from a number of sources to develop material that supports purposes and format of documentation using suitable grammatical structure and clear, logical language
Self-management	Takes personal responsibility for adherence to legal and regulatory responsibilities relevant in own work context Identifies and follows explicit and implicit protocols and meets expectations associated with own role Identifies and takes responsibility for addressing predictable and some less predictable problems in familiar work contexts
Planning and organising	Develops plans to manage tasks with an awareness of how they may contribute to longer-term operational and strategic goals
Technology	Uses a range of digital applications to access data, extract, organise, and integrate relevant information

Unit Mapping Information

Supersedes and is equivalent to BSBMKG513 Promote products and services to international markets.

Supersedes but is not equivalent to BSBMKG416 Market goods and services internationally.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG550 Promote products and services to international markets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

promote at least two products and services to international markets.

In the course of the above, the candidate must:

research, prepare and document culturally appropriate promotional activities

manage resources

monitor and address issues in promotion according to marketing objectives and organisational policy

review and analyse promotional activity

develop recommendations to improve internationally based promotional activities.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of legislation, codes of practice and standards affecting international market promotion opportunities

promotional activities relevant to international markets

key features of target international market including:

cultural social, economic, political factors affecting marketing opportunity

media channels available

legislative requirements

strategies for building and maintaining client relationships

national, bilateral or regional trade agreements

World Trade Organisation rules

marketing concepts, principles and strategies

evaluation principles and strategies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

organisational policies for promoting products and services to international markets

legislation applicable to promotion of products and services for international markets.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG551 Create multiplatform advertisements for mass media

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to create multiplatform advertisements for the communication of a product, service or idea to consumers.

The unit applies to individuals who work in supervisory management roles within an advertising team or media organisation and are primarily responsible for the development of advertisements.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify requirements for multiplatform advertising	1.1 Identify and Confirm task objectives and requirements with client 1.2 Establish timeline, target audience and budget for multiplatform advertisements for mass media
2. Develop multiplatform advertisement	2.1 Select advertising platforms according to task objectives 2.2 Prepare multiplatform advertisements for mass media according to task objectives, client and platform specifications 2.3 Present advertisement to client for confirmation 2.4 Implement advertisement on platform according to platform specifications in consultation with client
3. Review multiplatform advertisement	3.1 Seek feedback on advertisement from client 3.2 Analyse feedback to identify areas for improvement 3.3 Document key learnings according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Identify and interpret a range of textual information to ensure client requirements and legal and ethical requirements are met
Numeracy	Interprets budgetary and scheduling information
Writing	Records explicit information and develops effective messages for a variety of audiences and purposes
Self-management	Takes full responsibility for adherence to legislative and ethical requirements
Planning and organising	Works independently and collectively to make range of aesthetic and technical decisions meeting creative, legislative and ethical requirements
Technology	Identifies purposes, specific functions and key features of common digital systems and tools, and operates them effectively to produce digital media

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBADV503 Coordinate advertising research

BSBADV509 Create mass print media advertisements

BSBADV510 Create mass electronic media advertisements

BSBADV603 Manage advertising production

BSBMKG530 Create distributed multiplatform digital advertisements.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG551 Create multiplatform advertisements for mass media

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

create at least three advertisements for multi-platform advertising.

In the course of the above, the candidate must:

adhere to time, schedule, budget and legal requirements

evaluate multiplatform advertisements and identify and document areas for improvement.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

industry, services, products and organisation

purposes and principles of advertising

principles of consumer behaviour

content and development requirements for specific advertising platform

provisions of legislation, codes of practice and standards affecting advertising

legal and ethical principles relevant to advertising industry timelines, budget and resources requirements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and codes of practice relevant to creating multiplatform advertisements

organisational policies and procedures for developing advertisements

industry software and technology for developing advertisements

creative briefs.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG552 Design and develop marketing communication plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify and evaluate a range of marketing communication mediums to design and develop marketing communication plans.

The unit applies to individuals who work in advertising, public relations, marketing or other promotional roles who plan electronic communications to effectively convey marketing communication messages and support achievement of marketing objectives.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare marketing communication plan information	1.1 Identify and confirm marketing communication purpose and objectives, expectations, budget, timeline and target audience with client 1.2 Obtain client and product information
2. Design marketing communication plan	2.1 Undertake and document research according to task requirements 2.2 Communicate outcomes and findings to relevant stakeholders 2.3 Identify marketing communications mix options 2.4 Compare advantages and disadvantages of communications mix 2.5 Select communication mix according to marketing communication brief 2.6 Establish success measures for marketing communication plan
3. Finalise marketing communication plan	3.1 Prepare budget and timeline proposal 3.2 Present marketing communication plan to client 3.3 Seek feedback from relevant stakeholders on communication plan 3.4 Make changed to the communications plan according to feedback received

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Collates and interprets numeric data to analyse trends data, develop targets and prepare budgets for marketing activities
Reading	Identifies, analyses and evaluates complex texts to determine requirements of advertising brief, legislative, regulatory and business requirements
Initiative and enterprise	Develops new and innovative ideas through exploration, analysis and critical thinking
Planning and organising	Takes responsibility for following implicit and explicit voluntary constraints related to budget, legal and ethical requirements in development of marketing communication plan Plans, organises and implements tasks to achieve outcomes with an awareness of client requirements, time and budgetary constraints
Technology	Uses digital technologies to enter data, organise and present information

Unit Mapping Information

Supersedes and is equivalent to BSBMKG523 Design and develop an integrated marketing communication plan.

Supersedes but is not equivalent to:

BSBADV507 Develop a media plan

BSBMKG510 Plan e-marketing communications.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG552 Design and develop marketing communication plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

design and develop at least one marketing communication plan.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relevant to marketing communication plans

key features of marketing communications plans

content and format of marketing communication plans including:

purpose statement

definition of target audience

analysis of product or service

legal and ethical constraints

marketing communication functions and media vehicles

procedures for developing budget proposals.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations and codes of practice for marketing communications plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG553 Develop public relations campaigns

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop multifaceted and potentially ongoing public relations campaigns.

The unit applies to individuals working in senior roles, who possess sound theoretical business skills and knowledge and who often have substantial experience. These individuals are also seeking to further develop their skills across a wide range of business functions.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Interpret a complex public relations campaign brief	1.1 Identify objective of a complex public relations campaign brief 1.2 Identify campaign’s messages, strategies, roles and responsibilities, resource requirements, and client requirements 1.3 Identify legal and ethical constraints in the brief
2. Identify and evaluate options for a complex public relations campaign	2.1 Analyse information about the target public and their attributes, and the public relations environment 2.2 Identify and evaluate a range of options for message concepts 2.3 Identify and select media according to target public and campaign objectives 2.4 Consult media directories and confirm suitable journalists and personnel are selected for campaign 2.5 Identify requirements for external suppliers and contract resources according to task requirements
3. Prepare public relations campaign plans	3.1 Plan and document a complex public relations campaign and its approach according to client requirements 3.2 Identify and incorporate budget, timing and schedules 3.3 Identify potential sources of risk 3.4 Develop and document control mechanisms 3.5 Finalise plan and present document to relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets, analyses and synthesises complex information from various sources
Writing	Uses clear, engaging and persuasive language to produce documentation in a range of styles for different audiences and contexts
Oral Communication	Clearly articulates instructions and information using appropriate language and features for various audiences Employs listening and questioning techniques to confirm understanding
Numeracy	Uses mathematical formula to calculate whole numbers and decimals to determine work schedules and budgetary requirements
Self-management	Complies with organisational, legal and ethical requirements relevant to own role
Teamwork	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role Collaborates with others to negotiate agreement on plans
Planning and organising	Prioritises and sequences work plans to ensure work deadlines are met Analyses options to make decisions related to campaign Anticipates potential risks and formulates contingency plans to deal with them
Technology	Uses digital applications to record, store, retrieve and share documents

Unit Mapping Information

Supersedes and is equivalent to BSBPUB502 Develop and manage complex public relations campaigns.

Supersedes but is not equivalent to:

BSBPUB503 Manage fundraising and sponsorship activities

BSBPUB504 Develop and implement crisis management plans.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG553 Develop public relations campaigns

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one public relations campaign.

In the course of the above, the candidate must:

evaluate complex public relations campaign brief

analyse target audience and develop range of options for message concepts

identify and contract external suppliers according to task requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of relevant legislation, codes of practice and national standards that affect public relations

techniques for evaluating options for message concepts

public relations campaign budget requirements

timing and schedule requirements according to task

ethical and legal frameworks relevant to task

resource requirements, including:

budget

timing

evaluation measures

task requirements for:

media reach and frequency

media operational requirements

range of media vehicles and factors for consideration prior to use

techniques for managing complex public relations projects

techniques used to identify and manage risks.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of public relations communication documents.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG554 Plan and develop public relations publications

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan and develop the design, production, implementation and evaluation of public relations publications, in accordance with organisational requirements.

The unit applies to individuals who possess a sound theoretical knowledge base in public relations management and demonstrate a range of managerial skills to ensure that public relations functions are effectively conducted in an organisation or business area. In this role, individuals may either manage the publication process independently or coordinate the activities of people working under their supervision.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop public relations publications	1.1 Identify objectives, needs, and audience for public relations publications 1.2 Conduct research according to objectives and needs 1.3 Summarise findings to relevant stakeholders 1.4 Analyse and select criteria for segmenting audience according to research findings and objectives 1.5 Define target audience in terms of prospective readers of the publications 1.6 Develop target audience profile according to organisational requirements
2. Plan public relations publications	2.1 Document and obtain agreement on publication objectives and central message from relevant personnel according to legal and regulatory requirements 2.2 Select team members to assist with planning according to skill and knowledge requirements 2.3 Develop and obtain agreement on budgets and schedules from relevant stakeholders 2.4 Identify appropriate suppliers of products and services and obtain quotations, as required 2.5 Develop criteria to test and evaluate success of the publication
3. Develop and evaluate public relations publications	3.1 Design and write publication text according to communication objectives and house style 3.2 Test document with relevant stakeholders and incorporate findings in the final publication 3.3 Select and contract suppliers to complete publication production processes 3.4 Distribute publication according to public relations plan and legal and regulatory requirements 3.5 Evaluate publication in line with stakeholder feedback and against evaluation criteria

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers and analyses textual information from a range of sources and identifies relevant and key information Assesses workplace documentation for clarity and accuracy to comply with house style and agreed communication objectives
Writing	Uses clear, accurate and engaging language to develop research briefs and materials in a range of styles for various audiences
Oral Communication	Employs listening and questioning techniques and negotiation skills to clarify information and confirm understanding Articulates instructions and information using language and features suitable for diverse audiences
Numeracy	Uses basic mathematical formula to calculate whole numbers and decimals to determine suppliers’ costs, project budgets and projected schedules
Self-management	Identifies organisational goals and adheres to implicit and explicit organisation policies and procedures Identifies the implications of legal and regulatory responsibilities related to own work
Teamwork	Actively identifies the requirements of important communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience and monitoring impact Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction
Planning and organising	Coordinates and sequences tasks to ensure timelines are met and work flows efficiently Analyses relevant information to make decisions about staffing, contractors, market segments and target audiences Evaluates results to identify whether objectives have been met
Technology	Uses digital applications to record, store, retrieve and share documents

Unit Mapping Information

Supersedes and is equivalent to BSBPUB501 Manage the public relations process.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG554 Plan and develop public relations publications

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one public relations document.

In the course of the above, the candidate must:

identify and obtain agreements for team members budgets, schedules and good and services suppliers to prepare publication assessment criteria

develop, test and evaluate the public relations documents.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

contents of public relations brief including:

target audience segmentation

research objectives

methodology

time schedule

budget

internal and external factors that impact effectiveness of publications

internal and external factors that may impact publication requirements

primary and secondary research methods and use in public relations

criteria used to select team members

suppliers who may be required to complete publication production processes

key provisions of relevant legislation, codes of practice and national standards that affect public relations

relevance of ethics to public relations.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of previous public relations documents

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG555 Write persuasive copy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to interpret a creative brief and evaluate a range of innovative options to write persuasive copy.

The unit applies to individuals who use well-developed advertising skills and a broad knowledge base to communicate messages in a wide range of contexts. In this role, individuals may develop copy individually or may work in a supervisory, management or freelancing capacity coordinating a team of writers.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish content purpose	1.1 Identify objectives, timelines and budget according to creative brief 1.2 Assess and select writing techniques according to creative brief
2. Prepare content	2.1 Evaluate design and copy options according to creative brief 2.2 Select option/s for communicating required information and images within time and budgetary requirements 2.3 Develop persuasive content according to creative brief
3. Finalise content	3.1 Consult with relevant stakeholders for feedback 3.2 Evaluate feedback and produce final persuasive content 3.3 Seek approval for persuasive content from relevant personnel prior to release

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Recognises and interprets textual information to establish job requirements from relevant information Proofreads content to ensure accuracy and completeness
Writing	Creates documents to ensure clarity of meaning, accuracy, and consistency of information using specific and detailed language to convey explicit information and requirements.
Numeracy	Interprets numerical information to confirm budget constraints and job deadlines
Self-management	Takes full responsibility for following policies, procedures and legislative requirements
Planning and organising	Accepts responsibility for planning, prioritising and sequencing complex tasks and workload Uses systematic, analytical processes in complex, non-routine situations, designing, gathering relevant information and evaluating options Develops new and innovative ideas through exploration and analysis
Technology	Identifies purposes, specific functions and key features of common digital systems and tools and operates them effectively to complete routine tasks

Unit Mapping Information

Supersedes and is equivalent to BSBWRT501 Write persuasive copy.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG555 Write persuasive copy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

write at least two persuasive contents in each of the following formats:

digital

audio.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of creative briefs including:

communication purpose and objective

positioning strategy

customer profile and positioning

key messages

communication tool

call to action

budget

timeframe

persuasive content requirements including:

positioning

key messages

call to action

formatting requirements for content including:

language

writing style

level of detail

legislation, standards and codes of practice affecting production and delivery of copy

constraints to be considered during analysis, evaluation and preparation of copy

organisational policies and procedures relevant to writing copy

persuasive writing techniques.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures relating to process of copywriting

relevant legislation, standards and codes of practice

equipment and resources for advanced copywriting and design.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG621 Develop organisational marketing strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to conduct a strategic analysis to develop an organisational marketing strategy. This involves identifying the organisation’s strategic direction, evaluating marketing opportunities and formulating a marketing strategy.

The unit applies to individuals who are senior marketing professionals responsible for providing strategic direction to the marketing function of an organisation. Their responsibilities include analysing information on internal and external business and marketing environment; examining current marketing performance; identifying new marketing opportunities arising from emerging trends; and devising a marketing strategy. Individuals operating at this level generally conduct these activities using information gathered by people working under their direct and indirect supervision at lower levels of the organisation.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish strategic direction and marketing performance	1.1 Confirm organisation’s mission, vision, purpose, objectives and values 1.2 Complete a situational analysis and identify factors impacting marketing direction and performance of the organisation 1.3 Identify and analyse current key products and services, and major markets for strengths, weaknesses, opportunities and threats 1.4 Assess marketing performance against identified objectives for critical success factors, and areas for improvement
2. Evaluate marketing opportunities	2.1 Identify and analyse marketing opportunities for viability and contribution to the business 2.2 Assess each marketing opportunity, considering external factors such as costs, benefits, risks and opportunities 2.3 Analyse opportunities for likely fit with organisational goals and capabilities 2.4 Evaluate each opportunity and determine impact on current business and customer base
3. Formulate marketing strategy	3.1 Develop marketing strategy in consultation with key internal stakeholders according to prepared research 3.2 Formulate related key performance indicators for marketing strategy 3.3 Develop risk management strategy, and identify risks and manage contingencies 3.4 Document marketing strategy according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Accesses, analyses and evaluates information from a range of sources relating to the marketing process
Writing	Uses a range of writing styles to articulate complex concepts Revises and edits documents based on feedback Uses appropriate formats and grammatical structures to present information logically for different audiences
Oral Communication	Uses appropriate language and non-verbal features to explain and present information to a range of personnel Uses active listening and questioning to elicit feedback and clarify or confirm understanding
Numeracy	Analyses complex numerical information on trend data, targets and budgets
Self-management	Works autonomously making high-level decisions to ensure organisational objectives and regulatory requirements are met Understands own legal and ethical rights and responsibilities
Teamwork	Identifies importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate with whom, why and how Fosters a collaborative culture within own sphere of influence, facilitating a sense of commitment to shared goals
Planning and organising	Uses logical planning processes, and an increasingly intuitive understanding of context, to extract relevant details when conducting strategic analysis Systematically analyses information to formulate and evaluate alternative strategies Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of factors into account
Technology	Uses a range of digital applications to access data, extract, organise, and integrate relevant information

Unit Mapping Information

Supersedes and is equivalent to BSBMKG608 Develop organisational marketing objectives.

Supersedes but is not equivalent to BSBCUE605 Develop and maintain a customer engagement marketing strategy.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG621 Develop organisational marketing strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one organisational marketing strategy.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

cost-benefit analysis techniques

key provisions of relevant legislation, codes of practice and national standards affecting marketing operations

organisational structure, policies, procedures, products or services and overall strategic plans of organisation

principles and concepts of marketing and evaluation methodologies

situational analysis

strengths, weaknesses, opportunities and threats (SWOT) analysis

risk management strategies

strategic, operational and tactical analysis techniques.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of previous marketing strategy, analyses and plans

workplace documentation and resources relevant to performance evidence

legislation, regulations, standards and codes relevant to organisational marketing strategies.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG622 Manage organisational marketing processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage organisational marketing processes.

The unit applies to individuals who are senior personnel responsible for managing the overall marketing process of an organisation and for managing marketing personnel. These individuals typically manage a portfolio of products or services across the organisation, rather than a single product or a few products.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Manage marketing performance	1.1 Manage marketing efforts for areas of greatest potential for the organisation 1.2 Manage integration of marketing, promotional and sales activities according to strategic marketing objectives 1.3 Monitor product, distribution, pricing and marketing communication policies according to market movements, marketing plan objectives and organisational requirements
2. Manage marketing personnel	2.1 Communicate strategic marketing objectives across the organisation 2.2 Identify and confirm roles, responsibilities and accountabilities of staff and contractors involved in all elements of marketing effort 2.3 Develop communication strategy and confirm collaboration between relevant personnel in the marketing mix 2.4 Provide support to individuals and teams 2.5 Identify and address individual and team underperformance, according to organisational policies and procedures
3. Evaluate and improve strategic marketing performance	3.1 Monitor overall marketing progress against performance targets use marketing metrics 3.2 Analyse marketing outcomes, review strategic objectives and marketing metrics 3.3 Analyse successes and performance gaps considering cause and effect 3.4 Analyse over or under performance against targets for trends and set new targets, as required 3.5 Analyse changes in market phenomena, and identify and document their impact on strategic marketing objectives 3.6 Document review of marketing performance against key performance indicators according to organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Accesses information from a range of sources and accurately interprets and analyses data relevant to marketing process
Writing	Prepares detailed documentation using appropriate terminology and format to convey clear messages to team members and relevant stakeholders
Numeracy	Analyses and evaluates complex numeric information relating to budgets, targets and trend data
Self-management	Monitors adherence to organisational policies and objectives Considers own role for its contribution to broader goals of work environment Supports new ideas that contribute to achievement of broader goals
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction Identifies importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate with whom, why and how
Planning and organising	Develops plans to manage relatively complex, non-routine tasks with an awareness of how they contribute to longer term operational and strategic goals Makes a range of critical and non-critical decision in relatively complex situations, taking a range of constraints into account
Problem solving	Identifies and addresses some unfamiliar problems of increasing complexity within own scope

Unit Mapping Information

Supersedes and is equivalent to BSBMKG603 Manage the marketing process.

Supersedes but is not equivalent to BSBMKG611 Manage measurement of marketing effectiveness.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG622 Manage organisational marketing processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage marketing processes for an organisation.

In the course of the above, the candidate must:

monitor marketing performance and compare performance against key performance indicators

communicate marketing objectives to relevant personnel according to organisation requirements

capitalising on over-performance and minimising underperformance against marketing objectives.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

economic, social and industry directions, trends and practices relevant to marketing in an organisation

different marketing organisational structures, roles, responsibilities and policies

industry product and service knowledge

principles of marketing, strategic analysis and strategic management

marketing performance targets including:

activity, quality, cost, and time requirements

communication strategies

statistical and data evaluation techniques to measure marketing performance

performance management and mentoring of individuals and teams.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG623 Develop marketing plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to research, develop and present marketing plans for an organisation.

The unit applies to individuals working in senior marketing positions who are responsible for formulating a marketing plan by developing specific marketing strategies and tactics in accordance with the organisation’s overall marketing objectives. Individuals operating at this level may receive input from people working under their supervision, who collect information required to devise specific marketing strategies and tactics.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to write marketing plan	1.1 Research market conditions 1.2 Consult with key stakeholders and seek additional context 1.3 Review any previous marketing plans and marketing performance, where possible 1.4 Collate information for development of marketing plan
2. Write marketing plan	2.1 Develop marketing objectives according to organisational goals and targets 2.2 Develop marketing strategies according to marketing objectives and legal and ethical requirements 2.3 Develop budget and timeline according to marketing strategy 2.4 Develop action plan according to marketing strategy and organisational, legal and ethical requirements 2.5 Develop a marketing performance review strategy for the assessment of organisational performance against marketing objectives
3. Finalise marketing plan	3.1 Communicate marketing plan to relevant stakeholders and seek approval within required format and timeframe 3.2 Adjust marketing plan in response to feedback from key stakeholders 3.3 Distribute marketing plan for implementation within required timeframe 3.4 Store marketing plan according to organisational policy and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Accesses information from a range of sources and accurately analyses and evaluates complex information relating to the marketing process
Writing	Uses a range of writing styles to articulate complex concepts and ideas Revises and edits documents based on feedback Uses appropriate formats and grammatical structures to present information logically for different audiences
Oral Communication	Uses appropriate language and non-verbal features to explain and present information to a range of personnel Uses active listening and questioning to elicit feedback
Numeracy	Analyses and manages complex information relating to timelines, targets and budgets
Self-management	Works autonomously making high level decisions to ensure organisational objectives and regulatory requirements are met Understands own legal and ethical rights and responsibilities
Problem solving	Uses problem-solving processes to identify key information and issues, evaluate alternative strategies, anticipate consequences and consider implementation issues and contingencies
Planning and organising	Accepts responsibility for planning and sequencing complex tasks and workload to meet timelines

Unit Mapping Information

Supersedes and is equivalent to BSBMKG609 Develop a marketing plan.

Supersedes but is not equivalent to BSBMKG610 Develop, implement and monitor a marketing campaign.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG623 Develop marketing plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop one marketing plan according to organisational objectives, including:

researching information

consulting with stakeholders

developing marketing objectives, strategies, budget and a marketing performance review strategy according to task requirements

seeking approval for marketing plan from relevant stakeholders

adjusting and disseminating final marketing plan according to feedback and organisational policy and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational structure, products and services and strategic and marketing objectives

components of a marketing plan including:

environmental analysis

segmentation, target market and positioning

market objectives

marketing strategy or marketing mix

budget

implementation plan

monitor or evaluation control plan including risk contingency plan

common marketing opportunities including:

strategic alliances and cooperative business models

new products or services that target specific markets

greater market penetration with existing products or services

take-overs

new businesses and franchising

common marketing strategies and marketing approaches

processes to ensure marketing strategies, approaches and marketing mix align to organisation’s objectives and are legal, ethical and achievable

legislative and regulatory context of the organisation as relevant to the marketing plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to developing marketing plans

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG624 Manage market research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prepare for, manage and evaluate market research projects across an organisation.

The unit applies to individuals who are senior marketing professionals responsible for preparing market research plans for implementation, engaging external consultants, managing market research activity, and evaluating research processes and findings across an organisation.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare market research plans for implementation	1.1 Access policies and procedures and relevant regulatory guidelines relevant to market research 1.2 Develop and review market research project plan to point of finalisation 1.3 Identify and obtain required resources for implementation of market research project plan and work plans
2. Engage external consultants or service providers	2.1 Identify requirements for external consultants or service providers from market research project plan 2.2 Specify products and services required to implement plans, and detail criteria for selection 2.3 Identify and select external consultants or service providers of required products and services 2.4 Contract selected consultants or providers of products and services
3. Manage market research activity	3.1 Monitor work plan activity and confirm market research project plan comply with relevant organisational and legal requirements 3.2 Confirm compliance with organisational market research policy and procedures 3.3 Manage external consultants and providers of products and services, and confirm performance is in line with expectations and contractual requirements
4. Evaluate research processes and findings	4.1 Obtain research processes and findings 4.2 Confirm validity of information and data obtained 4.3 Review relevance and usefulness of findings from market research against research objectives outlined in market research project plan 4.4 Assess performance of project against relevant elements of market research project plan 4.5 Seek feedback from relevant stakeholders on research process and findings 4.6 Prepare reports for future improvements to research process 4.7 Implement revised policy and practices according to organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Accesses complex information from a range of sources and accurately analyses data relevant to marketing activities
Writing	Prepares a range of workplace documentation, using clear language and required format, to convey priorities and critical strategic information
Oral Communication	Actively participates in verbal exchanges using suitable language and non-verbal features Uses active listening and questioning techniques to confirm understanding
Numeracy	Measures and analyses complex numeric information during evaluation process
Self-management	Understands and adheres to organisational policies and objectives Is highly autonomous, taking responsibility and ownership for most or all aspects of own work
Teamwork	Identifies importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate with whom, why and how
Planning and organising	Uses logical planning processes, and an increasingly intuitive understanding of context, to gather relevant information
Problem solving	Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of factors into account Recognises potential of new approaches to enhance work practices and outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBMKG607 Manage market research.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG624 Manage market research

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare, manage, implement and evaluate at least one market research plan, including:

developing specifications for research components, outsourced to external consultants

managing market research activities according to organisational policy and procedures

evaluating research processes and findings against relevant market research project plan and work plans

preparing and presenting a report on market research findings.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

principles and practices of market research including:

data processing methods and data analysis techniques

project design to meet given budgets and other resource constraints

qualitative and quantitative research

sample design

development and application of hypotheses

role of research in enterprise development

use of survey instruments

project management principles and practices, including:

consultation and stakeholder involvement

development of policies and procedures

methods of action to ensure performance

monitoring of timelines, budgets and other implementation plans

organisational procedures for engagement of consultants

provisions of relevant legislation, codes of practice and national standards affecting market research.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of previous market research plans and exemplars of market research project specifications.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG625 Implement and manage international marketing programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assess the international environment, identify market factors and risks, and manage and evaluate international marketing programs.

The unit applies to individuals who use are senior marketing or management personnel or those who have responsibility for international marketing programs.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop international marketing objectives	1.1 Select international marketing opportunities and develop objectives according to organisation's capabilities and resources 1.2 Identify international marketing objectives according to organisation's strategic direction 1.3 Develop strategic objectives and related key performance indicators by product, service, country or international grouping, and overall performance 1.4 Relate risk factors to international business cycles and terms of economic conditions and estimate their impact on potential market
2. Determine marketing approach and operational structure	2.1 Identify resources and capabilities for implementation of program 2.2 Identify global and customised approaches for promotion of products or services 2.3 Identify options for choice of marketing approaches
3. Implement programs	3.1 Implement program according to agreed timelines 3.2 Provide support and assistance to staff and contractors involved in implementing the program 3.3 Manage integration of marketing, promotional and sales activities according to international marketing objectives 3.4 Assess and respond to the need for adjustments to plans, systems and procedures 3.5 Provide progress and other reports according to event requirements
4. Evaluate and improve international marketing performance	4.1 Monitor product, pricing and distribution policies related to market changes, objectives of marketing plan and organisational requirements 4.2 Monitor marketing progresses against performance targets and confirm activity, quality, cost, and time requirements are met 4.3 Review and revise marketing outcomes and objectives 4.4 Analyse successes and performance gaps in relation to cause and effect, and improve international marketing performance 4.5 Analyse changes in market phenomena, and identify and document potential impact on international marketing objectives 4.6 Document review of marketing performance against key performance indicators according to organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Performs complex mathematical calculations to analyse trend data, business development opportunities and cost benefit analyses
Reading	Researches and analyses a range of textual information from a variety of sources to identify key details and determine relevance to strategic organisational requirements
Writing	Records results of research and analysis using language and format appropriate to organisation and purpose
Planning and organising	Uses logical planning processes, and an increasingly intuitive understanding of context, to identify risk factors, and to evaluate alternative strategies and resources
Problem solving	Makes a range of critical and non-critical decisions in relatively complex situations, analysing information and taking a range of factors and constraints into account
Technology	Identifies potential of new approaches, including new technologies, to enhance work practices and outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBMKG606 Manage international marketing programs.

Supersedes but is not equivalent to BSBMKG605 Evaluate international marketing opportunities.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG625 Implement and manage international marketing programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement and manage at least one international marketing program.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures related to international marketing programs

provisions of legislation, codes of practice and standards for international marketing programs

KPIs for international marketing programs

impacts of market changes on international marketing programs

common international marketing strategies and approaches

risk factors and mitigation strategies for international marketing opportunities

processes for implementing an international marketing plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace policies and procedures for international marketing

legislation, regulations, standards and codes on international marketing.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG626 Develop advertising campaigns

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop advertising campaigns in response to an advertising brief. This includes clarifying and defining campaign objectives, preparing the advertising budget, and scheduling.

The unit applies to individuals working in a senior advertising management or account management role within an advertising or media organisation.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Define campaign objectives	1.1 Identify advertiser’s purpose and objectives according to advertising brief 1.2 Identify campaign objectives according to time, budget, product and market factors 1.3 Verify with relevant stakeholders campaign objectives taking into consideration factors which may affect consumer responses and legal and ethical requirements
2. Prepare advertising budget	2.1 Assess and identify research resource requirements for the advertising campaign 2.2 Assess and identify resource requirements for range of media options, creative and production services 2.3 Allocate relevant resources to each component of advertising campaign 2.4 Verify overall budget meets advertising brief requirements
3. Develop schedule for proposed advertising activities	3.1 Confirm campaign length and timing from the advertising brief 3.2 Identify service providers with required expertise and negotiate their costs and availability 3.3 Base the choice of service providers on merit and value for money according to organisational requirements 3.4 Confirm time allowed in schedule will meet creative, media and production requirements and achieve advertising objectives

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, analyses and evaluates complex texts to determine requirements of the brief, and relevant legal and ethical requirements
Writing	Develops material for a specific audience using clear and detailed language to convey explicit information
Oral Communication	Interacts effectively to question and clarify objectives with the advertiser using appropriate listening and questioning
Numeracy	Develops budget and schedules according to requirements of the advertising brief
Self-management	Accepts responsibility for analysis of campaign requirements and management of related tasks and workload
Teamwork	Uses collaborative techniques to engage external suppliers in consultation and negotiation
Planning and organising	Uses systematic, analytical processes in relatively complex situations; setting goals, gathering relevant information, and identifying and evaluating options against agreed criteria
Technology	Uses main features and functions of digital technologies and tools to complete work tasks efficiently and effectively

Unit Mapping Information

Supersedes and is equivalent to BSBADV602 Develop an advertising campaign.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG626 Develop advertising campaigns

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least two advertising campaigns.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

principles of effective advertising for different markets

contents of advertising briefs

ethical requirements relevant to the advertising industry

organisational products or services

principles and purposes of advertising, consumer behaviour, and influences on buyer behaviour

provisions of relevant legislation, codes of practice and national standards affecting business operations.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and codes of practice for advertising campaigns

organisational policies and procedures on advertising campaigns

business technology for developing advertising campaigns.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG627 Execute advertising campaigns

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to execute an advertising campaign including preparing, implementing and monitoring an advertising campaign.

The unit applies to individuals who work in senior advertising roles within an advertising or media organisation.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare advertising campaign	1.1 Identify task requirements from advertising brief 1.2 Develop plan for advertising campaign according to organisational, legal and ethical requirements 1.3 Negotiate media contracts
2. Implement advertising campaign	2.1 Organise and brief required resources for implementation of advertising campaign according to legal requirements 2.2 Communicate task requirements to relevant stakeholders according to advertising campaign plan 2.3 Develop processes to support relevant personnel to fulfil implementation requirements
3. Monitor advertising campaign	3.1 Review performance of campaign at allocated campaign points according to task requirements, legal and ethical requirements 3.2 Identify and address variations in performance between expected and actual performance 3.3 Identify areas of improvement in future execution of advertising campaigns

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Evaluates outcomes of decisions to identify opportunities for improvement
Numeracy	Develop budget and schedules according to requirements of the advertising campaign
Reading	Evaluates and analyses textual information to determine requirements according to media plans and creative brief Analyses and interprets a range of familiar industry information and complex legal texts
Writing	Records information according to organisational requirements Composes and edits texts, selecting appropriate vocabulary and structure for audience and purpose
Self-management	Takes responsibility for adherence to legal and ethical requirements in coordination and monitoring of advertising campaigns
Planning and organising	Sequences and schedules complex activities and tasks, and monitors implementation Systematically gathers and analyses all relevant information to makes decisions about campaign delivery and performance evaluation
Technology	Selects and uses appropriate digital tools and measurement systems to perform complex analytical tasks

Unit Mapping Information

Supersedes and is equivalent to BSBADV604 Execute an advertising campaign.

Supersedes but is not equivalent to BSBADV605 Evaluate campaign effectiveness.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG627 Execute advertising campaigns

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

execute at least two advertising campaigns.

In the course of the above, the candidate must:

establish processes required to implement advertising campaign.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

media pricing policies and contractual considerations

campaign contingencies

organisational budget, products and services

principles of advertising

print, television, film, video production processes

legal and ethical requirements, code of practice and national standards relating to executing advertising campaigns

specifications in advertising briefs.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and codes of practice relevant to executing an advertising campaign

organisational policies and procedures for execution of advertising campaigns

advertising brief

technology and software for execution of advertising campaigns.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBMKG628 Lead organisational public relations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead public relations in an organisation by developing and implementing plans to improve public relations policies and procedures and evaluate performance.

The unit applies to individuals who are managers with responsibilities that extend across the organisation or across significant parts of a large organisation. They may have a dedicated role in public relations or work in a public relations policy area.

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

Unit Sector

Technical Skills – Marketing

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify organisational public relations	1.1 Research organisational best practice in area of public relations 1.2 Review existing organisational public relations policies and procedures according to legislative, ethical and organisational requirements 1.3 Identify public relations gaps and areas for improvement in existing policies and procedures according to best practice and legislative and ethical requirements 1.4 Develop plan and update organisational policies and procedures 1.5 Address best practice in consultation with relevant stakeholders according to organisational policies and procedures
2. Promote public relations in organisation	2.1 Implement public relations processes in consultation with relevant personnel 2.2 Evaluate and address opportunities to improve existing public relations processes in consultation with team 2.3 Provide support to relevant team members
3. Monitor public relations	3.1 Seek feedback from clients and internal personnel on opportunities for improvement to organisational public relations processes 3.2 Evaluate performance of public relations processes against organisational public relations objectives 3.3 Document feedback on public relations changes according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Actively looks for and accepts ways to maintain and improve own skills and performance
Reading	Evaluates and integrates facts and ideas to construct meaning from a range of text types
Writing	Records information according to organisational requirements Composes and edits texts, selecting appropriate vocabulary and structure for audience and purpose
Teamwork	Collaborates and cooperates with others, playing an active role in leading and facilitating effective group interaction and influencing direction
Self-management	Makes high-level decisions related to the achievement of organisational goals Identifies and complies with ethical and other organisational responsibilities Accepts responsibility for planning and sequencing complex tasks and workload of self and others Identifies systems, devices and applications with potential to meet current or future needs
Planning and organising	Uses systematic, analytic processes in complex, non-routine situations, setting goals, designing strategies, gathering relevant information and evaluating options to inform decision-making Sequences and schedules complex activities of self and others and manages relevant communication Uses formal and informal processes to monitor implementation of public relations systems, reflect on outcomes and then take appropriate action when required

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBMKG628 Lead organisational public relations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead public relations for an organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational public relations policies and procedures

principles and theories of public relations

best practice in public relations

key provisions of relevant legislation, codes of practice and national standards that affect public relations campaigns.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislations and codes of practice relevant to leading organisational public relations

organisational policies and procedures for leading organisational public

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS101 Use business resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify, use and maintain resources to complete a variety of tasks under direct supervision.

The unit applies to those who are required to use a variety of business resources. These individuals typically work under supervision and guidance.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare resources	1.1 Identify business resources according to task requirements 1.2 Estimate quantities of resources required to complete the task 1.3 Access business resources with supervision 1.4 Check resources for usability according to task and organisational requirements
2. Operate resources	2.1 Use resource according to task requirements and under direct instruction 2.2 Identify resource shortages or faults and take action to ensure issue is resolved 2.3 Report issues outside area of own responsibility to appropriate personnel
3. Maintain resources	3.1 Identify maintenance requirements of resources 3.2 Undertake maintenance for resource according to organisational requirements 3.3 Maintain records relating to resources under direct instructions 3.4 Store resources under direct instructions

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Follows instructions in familiar texts
Writing	Records and updates documents according to instructions
Oral communication	Follows simple instructions Asks clarifying questions and responds to answers
Numeracy	Uses rounding and other mathematical techniques to estimate quantity requirements
Self-management	Follows organisational procedures when tasks are beyond own level of responsibility Follows clearly defined instructions provided by others
Planning and organising	Completes routine tasks taking some limited responsibility for decisions regarding equipment and resource choices, operation and maintenance
Problem solving	Responds to routine problems by referring to instructions or standard procedures

Unit Mapping Information

Supersedes and is equivalent to BSBADM101 Use business equipment and resources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS101 Use business resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use business resources on at least two occasions, including:

choosing business resources required for tasks

operating resources according to manufacturer and organisational requirements

reporting shortages and faults according to organisational requirements

maintaining resources and records according to instructions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

functions of available business resources

procedures for operating the available business resources, including safety requirements

common faults of business resources

procedures for maintaining and storing resources.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

operational and maintenance manuals

organisational procedures related to operation and maintenance of resources

records relating to resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS201 Work effectively in business environments

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to work effectively in business environments. It includes identifying and working to organisational standards, managing workload and working as part of a team.

The unit applies to those who work in a broad range of settings. These individuals typically work under some supervision and guidance.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify the business context	1.1 Identify organisational requirements and responsibilities and confirm understanding with relevant personnel 1.2 Identify legal rights and responsibilities of employees and employers 1.3 Identify requirements for duty of care and organisational objectives, standards and values 1.4 Identify and distinguish between roles and responsibilities of staff within organisational structure 1.5 Identify own role and task requirements within a team
2. Work in a team	2.1 Identify and follow requirements for a safe work environment 2.2 Communicate and collaborate with relevant personnel in a courteous and nondiscriminatory manner 2.3 Complete allocated tasks according to organisational requirements 2.4 Use questioning techniques to clarify instructions and responsibilities 2.5 Seek assistance when difficulties arise and escalate issues to team leaders, as required
3. Develop effective work habits	3.1 Identify work and personal priorities 3.2 Apply time management strategies to work duties 3.3 Communicate workload issues to team leaders in a timely manner 3.4 Seek and act upon feedback from relevant personnel

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Reviews documentation to identify relevant information for requirements of job role and organisation
Writing	Completes documentation necessary for work tasks and reporting requirements using clear, concise and accurate grammar and language
Oral communication	Clarifies requirements and responsibilities of job role and organisation by using effective questioning and listening techniques to seek advice, information and feedback Contributes to an effective working environment by communicating with others, behaving courteously and using non-discriminatory language
Enterprise and initiative	Follows clear instructions within defined level of responsibility, seeking clarification when required Identifies and accepts responsibility for working within common work frameworks Identifies organisational expectations and follows explicit protocols and procedures
Teamwork	Identifies common differences in other people and implements basic strategies to address own reaction to these differences Uses basic communication strategies to implement and complete work tasks including seeking advice when required
Planning and organising	Follows clearly defined instructions and sequencing, and monitors own progress for tasks, seeking assistance when necessary

Unit Mapping Information

Supersedes and is equivalent to BSBIND201 Work effectively in a business environment.

Supersedes but is not equivalent to:

BSBFRA301 Work within a franchise

BSBIND301 Work effectively in an educational environment

BSBIND302 Work effectively in the international education services industry

BSBWOR302 Work effectively as an off-site worker.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS201 Work effectively in business environments

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

complete at least four tasks in a business environment, including:

working to organisational standards

managing workload

working as part of a team.

In the course of the above, the candidate must:

comply with legal responsibilities, and organisational requirements

escalate issues and seek assistance.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures that apply to employer and employee rights in a business environment

organisational documents relating to effective business operations, including:

work health and safety policy

code of conduct policy

style guide

duty of care

roles, responsibilities and conditions of employment contract for own work role.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

codes of practice relevant to performance evidence

organisational policies and procedures

workplace documentation and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS202 Engage with customers

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to participate effectively in customer engagement, including complying with organisational requirements and using a variety of communication methods.

The unit applies to those who perform a range of mainly routine tasks, using limited practical skills and fundamental operational knowledge and who work under some supervision and guidance.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish customer demands	1.1 Identify personal targets and key performance indicators (KPIs) for customer engagement according to organisational policy and procedures 1.2 Identify and confirm customer requirements 1.3 Identify options to meet customer expectations according to organisational policies and procedures 1.4 Adapt options to customer requirements according to organisational policies
2. Provide customer service	2.1 Select product or service in consultation with customer 2.2 Explain relevant information and actions to customer and confirm all details 2.3 Action customer orders and escalate queries that cannot be immediately satisfied according to organisational policies and procedures 2.4 Record details of engagement according to organisational policy
3. Finalise customer engagement	3.1 Supply followup information to customer according to organisational policies and procedures 3.2 Evaluate compliance with organisational policies and procedures 3.3 Seek customer feedback and identify opportunities to enhance service on future engagements 3.4 Record and report opportunities for continuous improvement

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and evaluates a range of texts to determine product information, performance standards and guidelines, and business requirements
Writing	Prepares clear and specific information which conveys an understanding of service requirements, outcomes and alternatives for customers and workplace personnel
Oral communication	Articulates clearly, using industry-specific language suitable to audience to convey requirements and listening and questioning techniques to confirm understanding
Enterprise and initiative	Identifies organisational expectations and follows explicit protocols and procedures, regulations and standards in performance of job role
Teamwork	Follows accepted communication practices and protocols in the provision of customer service Adjusts communication style in response to differences in customer profile, expectations and requirements
Planning and organising	Plans and implements routine customer service tasks and related workload, making limited decisions on sequencing and timing with support as required from relevant personnel Analyses task requirements to decide on appropriate customer service options Identifies difficulties that might present continuous improvement opportunities
Technology	Identifies key features of common digital systems and tools and operates them effectively to manage customer communication

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBCUE203 Conduct customer engagement

BSBCUE205 Prepare for work in a customer engagement environment

BSBCUE302 Deploy customer service field staff

BSBCUE307 Work effectively in customer engagement.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS202 Engage with customers

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

engage with at least three different customers, by:

providing customer service according to organisational standards and guidelines

using communication equipment and systems efficiently and effectively

adapting communication techniques to suit customer profile and requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

operational environment, including customer base and products and services of the organisation

organisational performance standards and customer service expectations

organisational policies, procedures, protocols for customer engagement

relevant product or service details

equipment and systems to manage customer engagement

customer service in different contexts and customer behaviour in different contexts

sources of information to develop customer service skills including relevant organisational personnel

follow-up considerations for customer queries, including:

engagement escalation policy

business rules and practices

customer expectations

principles of customer service

continuous improvement methods including customer retention strategies

procedures for the operation of telecommunication equipment and systems, relevant to customer service.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace information and data

performance management records and data and quality assurance guidelines

customer engagement policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS203 Deliver a service to customers

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to deliver aspects of customer service at an introductory level. It includes creating a relationship with customers, identifying their needs, delivering services or products, and processing customer feedback.

The unit applies to those who perform a range of routine tasks in the workplace using a limited range of practical skills and fundamental knowledge of customer service in a defined context under direct supervision or with limited individual responsibility.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish contact with customers	1.1 Greet customers according to organisational requirements 1.2 Share relevant information with customers 1.3 Identify and respond to specific customer requirements 1.4 Express interest in customer needs and develop rapport with customer
2. Identify customer needs	2.1 Ask questions to identify customer needs 2.2 Assess customer needs for urgency and identify priorities for service delivery 2.3 Provide customer with information about available options 2.4 Assess limitations in addressing customer needs and seek assistance from designated persons, where required
3. Provide service to customers	3.1 Confirm details of service and delivery with customer according to organisational requirements 3.2 Convey information regarding problems and delays, and followup within appropriate timeframes, where required 3.3 Identify opportunities to enhance the quality of service and products, and take action to improve the service
4. Process customer feedback	4.1 Seek customer feedback and handle according to organisational and legislative requirements 4.2 Record feedback and communication between customer and the organisation according to organisational requirements 4.3 Identify any unmet customer needs and discuss suitability of alternative products or services 4.4 Encourage customers to maintain contact with organisation for future needs

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies requirements from organisational policy and procedure documents Interprets product and service information in a range of formats to provide customer advice
Writing	Records customer information according to organisational requirements
Oral communication	Provides information and advice using structure and language to suit the audience Asks questions and listens to gain information and confirm understanding
Planning and organising	Follows organisational procedures and practices relevant to own role
Teamwork	Uses accepted communication practices to establish connections, build rapport and develop professional working relationships Adjusts personal communication style in response to the opinions, values and needs of others
Initiative and enterprise	Identifies opportunities to enhance work practices and outcomes
Problem solving	Addresses routine problems in familiar work contexts

Unit Mapping Information

Supersedes and is equivalent to BSBCUS201 Deliver a service to customers.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS203 Deliver a service to customers

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

deliver a service to at least three different customers.

In the course of the above, the candidate must:

greet the customer and establish rapport according to organisational requirements

identify customer needs using interpersonal skills

provide prompt service to address customer needs

identify and follow up opportunities to increase the quality of service and products

respond to and record all customer feedback according to organisational standards, policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of customer service legislation and consumer law

requirements for responding to the needs of customers from a diverse background

workplace organisational policies and procedures relating to customer service and the customer service process.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents, and organisational policies and procedures for customer service

examples of customer complaints and feedback.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS301 Maintain business resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to determine, administer and maintain resources and equipment to complete a variety of tasks.

The unit applies to those who apply a broad range of competencies in various work contexts. They may exercise discretion and judgement using appropriate theoretical knowledge of business resources and their basic maintenance to provide some technical advice and support to a team.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Advise on resource requirements	1.1 Calculate current business resource needs according to organisational requirements 1.2 Calculate estimates of future business resource needs according to organisational requirements 1.3 Provide advice on equipment, material and supplier selection 1.4 Identify resource shortages and possible impact on operations
2. Acquire resources	2.1 Obtain resources according to timelines and identified organisational requirements 2.2 Store resources according to identified organisational requirements 2.3 Review resource acquisition processes and identify opportunities for improvements in future resource acquisitions
3. Monitor resource usage and maintenance	3.1 Confirm handling of resources is according to organisational and work health and safety requirements 3.2 Identify resource monitoring tool and monitor use of resources 3.3 Consult individuals and teams and facilitate effective decision-making on the appropriate allocation of resources 3.4 Monitor and compare resource usage with estimated requirements in budget plans

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and interprets information from a range of sources, including organisational policies and procedures
Writing	Uses clear and succinct language and appropriate layout to provide information, advice and support materials
Oral communication	Presents information or advice choosing language appropriate to the context and needs of the audience Uses active listening and questioning to confirm understanding
Numeracy	Selects and uses appropriate tools to aid with estimation and other resource assessment requirements Uses a combination of informal and some formal written mathematical equations to represent the outcomes of the resource allocation process
Enterprise and initiative	Takes some personal responsibility for adherence to organisational procedures and protocols
Teamwork	Uses collaborative techniques to engage personnel in consultations and negotiations
Planning and organising	Plans a range of routine tasks and required resources, accepting goals and aiming to achieve them within allocated timeframes Evaluates effectiveness of decisions in terms of how well they met stated goals
Problem solving	Identifies and takes responsibility for addressing predictable problems in familiar work contexts
Technology	Follows routine procedures for using digital technology to enter, store and retrieve information directly relevant to role Identifies purpose and some specific functions of some common digital tools used in work contexts

Unit Mapping Information

Supersedes and is equivalent to BSBADM311 Maintain business resources.

Supersedes but is not equivalent to BSBFLM306 Provide workplace information and resourcing plans.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS301 Maintain business resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

maintain at least three business resources.

In the course of the above, the candidate must:

collect and record data on resource use

evaluate use of resources according to organisational requirements

monitor resource use over defined and operational timeframes

comply with organisational policies while using resources.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of legislation relating to maintaining business resources

organisational resource acquisition policies, plans and procedures

organisational requirements for handling resources including:

acquiring resources

storing resources

organisational procedures for record keeping and filing systems, security and safe recording practices.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational resource use data.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS302 Identify business risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to contribute to business operations through the identification of business risk. It involves identifying business risks, as well as supporting managers and supervisors in mitigating risk.

The unit applies to those required to contribute to the identification of business risks as part of broader responsibilities.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1.Establish business risk	1.1 Identify potential business risks according to task requirements 1.2 Assess organisational policies and procedures for addressing risks 1.3 Identify organisational personnel involved in addressing relevant risk types
2. Mitigate business risk	2.1 Analyse potential consequences for organisation of identified risks 2.2 Address risks according to organisational policies and procedures, escalating, where required 2.3 Document steps to mitigate identified risks according to organisational policies and procedures
3. Finalise resolution of business risk	3.1 Confirm steps taken with relevant organisational personnel 3.2 Seek feedback on response with relevant organisational personnel 3.3 Contribute to identifying ways to minimise future risk in consultation with relevant organisational personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and identifies from risk legislation, workplace policy and procedure and records
Writing	Uses formats and language appropriate to audience
Initiative and enterprise	Follows legal and regulatory responsibilities and organisational policies and procedures in relation to risk mitigation role
Teamwork	Shares relevant information and resources with organisational personnel
Planning and organising	Plans and implements tasks to achieve required outcomes Uses formal decision-making processes, gathering information and identifying and evaluating choices against risk management processes
Technology	Uses technology to access and filter data and then extract, organise, integrate and share information

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS302 Identify business risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify and resolve two different business risks.

In the course of the above, the candidate must:

identify business risk and organisational policies and procedures for addressing identified risk

analyse potential impact of risk for business and address risk according to organisational policies and procedures

document risk mitigation processes taken according to organisational policies and procedures

confirm and seek feedback on risk mitigation methods

participate in discussions to minimise future risks in consultation with relevant personnel.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

types of business risks including:

strategic risks

compliance risks

financial risks

operational risks

common sources of business risk

techniques to manage business risks applicable to the industry

functions and content of organisational risk management plan

organisational policies and procedures for risk identification and mitigation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations and standards relevant to business risks

workplace documentation and resources for business risks.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS303 Organise schedules

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage appointments and diaries for personnel within an organisation. It involves using manual and electronic diaries, schedules and other appointment systems.

The unit applies to those employed in a range of work environments who provide administrative support to teams and individuals.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish schedule requirements	1.1 Identify organisational requirements and protocols for staff planning tools 1.2 Identify organisational procedures for different types of appointments 1.3 Establish schedule management requirements of relevant personnel 1.4 Identify task items for individuals according to requirements 1.5 Develop appointment schedule and priorities and clarify in discussion with individual personnel
2. Manage schedules	2.1 Schedule recurring appointments and deadlines according to individual and organisational requirements 2.2 Schedule new appointments according to timelines and diary commitments 2.3 Negotiate alternative arrangements to established appointments and confirm changes 2.4 Record appointments and manage schedules according to organisational policy and procedures
3. Evaluate effectiveness of schedule	3.1 Seek feedback on schedule from organisational personnel 3.2 Assess effectiveness of schedule in meeting task requirements 3.3 Identify areas for improvement in appointment scheduling system

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Numeracy	Makes time estimations and checks logistics when scheduling appointments
Oral communication	Participates effectively in spoken interactions using listening and questioning techniques to confirm and clarify understanding
Reading	Interprets textual information from a range of sources and identifies relevant information
Writing	Uses clear and succinct language to complete and update workplace documentation
Enterprise and initiative	Identifies and responds to explicit and implicit organisational procedures and protocols
Planning and organising	Plans a range of routine tasks accepting goals and aiming to achieve them according to predetermined deadlines Follows routine procedures for using digital technology to enter, store and retrieve information directly relevant to role Takes responsibility for routine low-impact decisions within familiar situations

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBADM307 Organise schedules.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS303 Organise schedules

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage appointments and diaries for at least three personnel within an organisation

schedule at least five appointments according to requirements, availability of attendees, timelines and diary commitments.

In the course of the above, the candidate must:

record appointments according to organisational policy and procedures

assess the functionality of scheduling systems

develop and implement solutions to improve future scheduling engagements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational requirements for managing appointments for personnel in the organisation

range of appointment scheduling systems and their features that could be used when organising schedules.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

range of diaries, planners and calendars to record and schedule appointments, including digital resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS304 Deliver and monitor a service to customers

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify customer needs, deliver and monitor customer service and identify improvements in the provision of customer service.

The unit applies to those who apply a broad range of competencies in various work contexts. In this role, individuals often exercise discretion and judgement using appropriate knowledge of customer service. They provide technical advice and support to customers over short or long-term interactions.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify customer needs	1.1 Identify and clarify customer needs and expectations 1.2 Evaluate customer needs and determine priorities for service delivery according to organisational requirements 1.3 Inform customers about available choices for meeting their needs and assist selection of preferred options 1.4 Identify limitations in addressing customer needs and seek assistance from designated individuals, where required
2. Deliver a service to customers	2.1 Provide service to meet identified customer needs according to organisational and legislative requirements 2.2 Establish and maintain rapport with customers 2.3 Manage customer complaints according to organisational and legislative requirements 2.4 Provide assistance and respond to customers with specific needs according to organisational and legislative requirements 2.5 Identify and use available opportunities to promote and enhance services and products to customers
3. Evaluate customer service delivery	3.1 Review customer satisfaction with service delivery using verifiable evidence according to organisational and legislative requirements 3.2 Seek and respond to customer feedback according to organisational policies and procedures 3.3 Identify opportunities to enhance the quality of customer service 3.4 Document recommendations for customer service improvements 3.5 Submit recommendations to relevant personnel according to organisational policies and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Learning	Identifies and follows up on opportunities to improve work practices and outcomes
Oral communication	Provides information or advice using structure and language to suit the audience Asks questions and listens to gain information or confirm understanding
Reading	Evaluates textual information to determine customer service requirements Proofreads texts for clarity of meaning and accuracy of grammar and punctuation
Writing	Completes responses to customer complaints in required format Prepares reports using sequencing, format and words to communicate recommendations clearly and effectively
Planning and organising	Complies with organisational policies and procedures relevant to role Plans and implements systems to gather and organise information
Problem-solving	Uses problem solving skills to analyse and respond to customer complaints or enquiries
Teamwork	Selects and uses appropriate communication conventions to establish connections, build rapport, seek information and develop professional working relationships Adjusts personal communication style in response to the opinions, values and particular needs of others

Unit Mapping Information

Supersedes and is equivalent to BSBCUS301 Deliver and monitor a service to customers.

Supersedes but is not equivalent to:

BSBCUE309 Develop product and service knowledge for customer engagement operation

BSBEDU303 Assist with the provision of international education information

BSBINT303 Organise the importing and exporting of goods

BSBINT304 Assist in the international transfer of services

BSBSLS407 Identify and plan sales prospects.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS304 Deliver and monitor a service to customers

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

deliver a service to at least three different customers, including:

using communication skills to establish rapport and build relationships with customers according to organisational requirements

identifying customer needs using appropriate questioning and active listening skills

providing customer service according to organisational requirements

responding to and recording customer feedback and action taken according to organisational standards, policies and procedures

producing a report which identifies and recommends ways to improve service delivery.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of customer service legislation and consumer law

organisational policies and procedures relating to customer service, including complaints handling

common forms of verifiable evidence that could be used to review customer satisfaction

customer service standards and protocols for serving customers, including customers with specific needs.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

technology required to gather and provide information and assistance to customers

workplace documents, and organisational policies and procedures relating to customer service

examples of customer complaints and feedback.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS305 Process customer complaints

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to handle complaints from customers.

The unit applies to those who apply a broad range of competencies and may exercise discretion and judgement using appropriate knowledge of products, customer service systems and organisational policies to provide technical advice and support to a team.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Receive complaints	1.1 Assess complaint according to organisational policy 1.2 Inform relevant stakeholders that complaint has been received 1.3 Document customer complaints according to organisational policies and procedures
2. Process complaints	2.1 Identify complaints requiring escalation according to organisational policy, and escalate as required 2.2 Identify additional information requirements to resolve complaints that do not require escalation 2.3 Prepare information for resolving complaint
3. Resolve complaints	3.1 Identify implications of complaint for customer and organisation 3.2 Analyse options to resolve customer complaints according to legislation, organisational policies and codes of practice 3.3 Propose options according to legislative requirements and organisational policies 3.4 Escalate matters for which a solution cannot be determined to relevant personnel

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and interprets textual information to determine legislative, regulatory and organisational requirements
Writing	Documents complaints and actions taken according to organisational requirements Records spoken information clearly and accurately for future reference
Oral communication	Presents or requests information using words and non-verbal features appropriate to the audience and context Uses listening and questioning techniques to gather information and confirm understanding
Planning and organising	Takes responsibility for planning, sequencing and completing tasks to achieve required outcomes Follows organisational communication practices and procedures when referring complaints, seeking advice or negotiating outcomes
Problem-solving	Addresses less predictable problems applying problem solving processes in determining solutions that meet organisational requirements
Technology	Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

Supersedes and is equivalent to BSBCMM301 Process customer complaints.

Supersedes but is not equivalent to:

BSBCUE304 Provide sales solutions to customers

BSBCUE308 Conduct outbound customer engagement.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS305 Process customer complaints

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

process at least three customer complaints relating to business operations.

In the course of the above, the candidate must:

follow organisational procedures when referring and resolving complaints.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of legislation relating to customers including Australian Consumer Law and consumer guarantees

communication techniques for handling customer complaints

organisational policies, procedures and standards for processing complaints

organisational escalation procedures and relevant personnel.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures relevant to customer complaints

legislation and codes of practice relevant to customer complaints.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS306 Record stakeholder interactions

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to create a record of information in a customer management system (CMS) gathered from a stakeholder interaction as a result of an engagement activity.

The unit applies to those responsible for engaging with stakeholders for a range of purposes and in a range of contexts. It also applies to those who create a record of stakeholder interaction.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to record stakeholder interaction	1.1 Collect information from stakeholder interaction 1.2 Review purpose of stakeholder interaction 1.3 Review information collected from stakeholder interaction. 1.4 Identify organisational policies and procedures and determine information to be included in record
2. Create record of stakeholder interaction	2.1 Enter details of stakeholder interaction in required CMS fields according to organisational policies, procedures and protocols 2.2 Check that collected information has been attributed to appropriate stakeholder in CMS
3. Finalise and review recording process	3.1 Confirm that records represent stakeholder views, are free of bias and opinion, and comply with organisational requirements 3.2 Check completeness and discoverability of record 3.3 Complete required processes for finalising and saving created record in CMS according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets textual information
Writing	Records spoken information clearly and accurately for future reference
Oral communication	Presents or requests information using words and non-verbal features appropriate to the audience and context Uses listening and questioning techniques to gather information and confirm understanding
Planning and organising	Takes responsibility for planning, sequencing and completing tasks to achieve required outcomes Follows organisational communication practices and procedures
Problem-solving	Addresses less predictable problems applying problem solving processes in determining solutions that meet organisational requirements
Technology	Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS306 Record stakeholder interactions

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

create a record of information collected from a stakeholder interaction in a Customer Management System (CMS) for at least three different stakeholder interactions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies, procedures and protocols for recording stakeholder interactions, including:

privacy and confidentiality protocols

procedures for recording details of stakeholder interaction in CMS

basic note taking methods, including using basic formatting

basic business writing principles, including plain English principles

key features of stakeholder interaction activities, including:

purpose of interaction

context of interaction

outcomes of interaction

information that is relevant to stakeholder interaction purpose

key features and functions of a CMS, including those relating to record saving.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

technology required to collect and record information

workplace documents, and organisational policies and procedures relating to stakeholder interactions

access to a CMS.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS401 Coordinate business resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to determine and analyse existing and required resources, their effective application and the accountability for their use.

The unit applies to individuals with a broad knowledge of business resources and well-developed skills to ensure adequate resources are available to perform the work of the organisation. They may have responsibility to provide guidance to, or delegate aspects of these tasks to others.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish required resources	1.1 Identify resource requirements according to business and operational plans and organisational requirements 1.2 Create opportunities for individuals and workgroups to contribute to the identification of resource requirements 1.3 Assess proposed efficiency of resource expenditure according to budget resources 1.4 Present recommendations on resource requirements using business equipment and technology
2. Acquire and allocate resources	2.1 Acquire physical resources and services according to organisational requirements 2.2 Check resources and confirm quality and quantity are in line with service agreements 2.3 Allocate resources according to operational plans 2.4 Consult with individuals and teams on allocation of resources
3. Evaluate resource allocation and usage	3.1 Assess resource planning against actual costs, identified shortfalls and surpluses 3.2 Identify potential improvements in resource planning through consultation and feedback 3.3 Develop methods of monitoring and reporting resource use against business and operational plans
4. Improve resource allocation and usage	4.1 Implement improvements in resource planning according to organisational requirements 4.2 Implement identified methods of monitoring resource use 4.3 Maintain records concerning equipment and resource purchases according to organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and interprets information from organisational plans, policies and procedures
Writing	Develops a range of documents using structure and vocabulary appropriate to audience, context and purpose
Oral communication	Participates in spoken interactions using active listening and questioning to confirm and clarify understanding
Numeracy	Interprets a range of mathematical information that is embedded in familiar texts Calculates and compares numeric data to track expenditure
Initiative and enterprise	Identifies and responds to explicit and implicit organisational procedures and protocols and regulatory requirements
Teamwork	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role Cooperates with others as part of familiar routine activities playing an active role in facilitating group interaction
Planning and organising	Applies formal processes when planning complex tasks, producing plans with logically sequenced steps, reflecting an awareness of time constraints Identifies and takes responsibility for addressing predictable problems in familiar work contexts Assess impacts of variables on decision outcomes to identify improvement opportunities
Technology	Utilises a range of features within digital applications to access, store and share information

Unit Mapping Information

Supersedes and is equivalent to BSBADM409 Coordinate business resources.

Supersedes but is not equivalent to:

BSBADM301 Produce texts from shorthand notes

BSBADM302 Produce texts from notes

BSBADM303 Produce texts from audio transcription

BSBADM401 Produce complex texts from shorthand notes

BSBADM406 Organise business travel

BSBADM411 Produce complex texts from audio transcription

BSBCUE403 Schedule customer engagement activity.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS401 Coordinate business resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

coordinate at least three business resources.

In the course of the above, the candidate must:

calculate and assess costs in relation to use and maintenance of business resources

develop and present resource requirement recommendations

consult and communicate with individuals and teams about acquiring and using resources

monitor and assess resource acquisition, allocation, use and procedures

follow organisational policies and procedures in relation to business resource acquisition and monitoring and maintaining records.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

functions of common business resources used in an organisation, including, organisational policies, plans and procedures in relation to business resource acquisition and monitoring

method and format for developing recommendations on resource requirements

organisational procedures for sourcing, assessing and costing business resources

methods for analysing and incorporating feedback on effectiveness resource planning, monitoring resource use

methods to implement organisational changes to resource planning and resource use.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

records concerning equipment and resource purchases

organisational policies, procedures and operational plans.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS402 Coordinate business operational plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement operational plans by planning and acquiring resources, monitoring and adjusting operational performance and providing reports on performance, as required.

The unit applies to individuals who plan activities to achieve team and organisational objectives. At this level, work will normally be carried out within routine and non-routine methods and involve procedures that require planning, evaluation, leadership and guidance of others.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to implement operational plan	1.1 Consult with stakeholders to identify resource requirements relevant to operational plan 1.2 Collate, analyse and document details of resource requirements 1.3 Develop operational plan and determine implementation method 1.4 Plan for contingencies 1.5 Develop and present proposals for resource requirements
2. Implement operational plan	2.1 Assist in recruiting and onboarding employees required to implement operational plan according to organisational policies and procedures 2.2 Acquire physical resources and services according to organisational policies and procedures 2.3 Support efficient, cost-effective and safe use of resources 2.4 Adjust implementation of the operational plan in consultation with others to manage contingencies
3. Monitor operational performance	3.1 Collate relevant information and determine operational and productivity performance 3.2 Identify and use key performance indicators (KPIs) and assess operational performance 3.3 Identify unsatisfactory performance and take action to rectify the situation according to organisational policies
4. Review operations based on performance	4.1 Develop recommendations for variation to operational plans 4.2 Present recommendations to the designated persons or groups to gain approval 4.3 Maintain records related to operational performance according to organisational policies and procedures 4.4 Report information on operational performance to management

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies, interprets, analyses and reviews textual information related to the operational plan and monitoring of operational performance
Writing	Communicates relationships between ideas and information, matching style of writing to purpose and audience Researches, plans and prepares workplace documentation for relevant stakeholders using organisational formats
Oral communication	Participates in a variety of spoken exchanges with a range of audiences varying structure and language to suit the audience
Numeracy	Selects and uses familiar mathematical techniques to organise timely supply of adequate resources for the operational plan and to use budgetary information to monitor performance
Enterprise and initiative	Monitors adherence to organisational policies and procedures and considers own role in terms of its contribution to broader goals of the work environment
Teamwork	Selects and uses appropriate conventions and protocols when communicating with diverse individuals to build rapport, seek or present information Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group communication, influencing direction and taking a leadership role on occasion
Planning and organising	Takes responsibility for planning, organising, implementing and monitoring tasks required to achieve required outcomes Evaluates effectiveness of decisions in terms of how well they met stated goals Identifies and addresses an increasing range of familiar problems by implementing contingency plans

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBFLM305 Support operational plan

BSBMGT402 Implement operational plan.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS402 Coordinate business operational plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare, implement and review two operational plans.

In the course of the above, the candidate must:

interact with a range of people and groups to identify resource requirements, performance objectives, systems, procedures and records relating to the operational plan

plan and acquire physical and human resources using organisation’s systems and procedures

manage and support personnel to achieve performance objectives including facilitating new employee onboarding

present information and recommendations to support implementation and variation of the operational plan

monitor operational performance against the performance objectives and budgets and implement improvements to rectify unsatisfactory performance

vary the operational plan and gain approval to deal with contingencies

document and provide reports on performance as required by the organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

processes to identify resource requirements

sources of information to identify resource requirements

methods to manage contingencies including through consultation with relevant stakeholders

key features of performance monitoring systems and processes

common methods for problem solving

methods to support staff including mentoring, coaching and supervision

implementation methods for operational plan

budget and other financial information related to the organisation

organisational objectives including costs, identified shortfalls and surpluses.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational operational plans, policies and procedures relevant to performance evidence

workplace documentation and resources including budgets

physical and human resource procurement documentation

employee onboarding and performance monitoring procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS403 Apply business risk management processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify business risks and to apply established risk management processes to a defined area of operations that are within the responsibilities and obligations of the work role.

The unit applies to individuals with a broad knowledge of risk analysis or project management who contribute well developed skills in creating solutions to unpredictable problems through analysis and evaluation of information from a variety of sources. They may have responsibility to provide guidance or delegate aspects of these tasks to others. Risks applicable to own work responsibilities and area of operation may include projects being undertaken individually or by a team, or operations within a section of the organisation.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify risks	1.1 Identify context for risk management 1.2 Undertake required steps to identify risks 1.3 Document identified risks according to relevant policies, procedures, legislation and standards
2. Analyse and evaluate risks	2.1 Analyse risks in consultation with relevant stakeholders 2.2 Undertake risk categorisation and determine level of risk 2.3 Document analysis processes and outcomes
3. Treat risks	3.1 Identify control measures for risks 3.2 Assess strengths and weaknesses of control measures 3.3 Refer risks to relevant personnel, where required, according to policies and procedures 3.4 Select and implement control measures for personal area of operation and responsibilities
4. Monitor and review effectiveness of risk treatments	4.1 Review implemented treatments against measures of success 4.2 Use review results to improve the treatment of risks 4.3 Monitor and review management of risk in personal area of operation

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Learning	Uses analysis and consultative processes to inform decisions about selection and implementation of risk control measures Evaluates effectiveness of plans and results to inform improvement decisions
Reading	Comprehends documents and texts of varying complexity to extract and analyse relevant information
Writing	Uses specific, industry related terminology and logical organisational structure in workplace documents that identify and analyse risk and report management process outcomes
Oral communication	Participates effectively in interactions with stakeholders by using questioning and listening to elicit opinions and clarify understanding
Numeracy	Uses numerical tools to assess risk and uses numerical data to review plans
Enterprise and initiative	Complies with organisational and legislative requirements Takes responsibility for identification and management of risk within own work context and refers matters to others as required
Teamwork	Selects appropriate communication protocols and conventions when conferring with others to establish risk management requirements
Planning and organising	Determines job sequence and works logically and systematically to undertake defined tasks
Technology	Uses familiar digital technologies and systems to access information, prepare plans and communicate with others

Unit Mapping Information

Supersedes and is equivalent to BSBRSK401 Identify risk and apply risk management processes.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS403 Apply business risk management processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to apply organisational policies, procedures and processes to:

treat at least three risks by:

identifying different types of organisational risks

consulting with stakeholders to analyse and evaluate risks

implementing control measures

referring risks that are beyond own area of responsibility to others

maintaining risk management documentation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory context of the organisation in relation to risk management

techniques for identifying and evaluating risks

organisational policies and procedures for risk management

areas where risks are commonly identified in an organisation

risks beyond scope of individual responsibility to be referred to relevant organisational personnel

purpose and key elements of current risk management standards.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relating to business risk

workplace documentation on selected organisational risks.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS404 Implement customer service strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to advise, carry out and evaluate customer service strategies.

The unit applies to individuals who have well developed skills and a broad knowledge of customer service strategies for addressing customer needs and problems. Individuals may provide guidance or delegate work related tasks to others.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Advise on customer service needs	1.1 Identify organisational customer service objectives and customer needs 1.2 Assess and clarify customer requirements 1.3 Identify and diagnose problems with service delivery 1.4 Develop options to improve customer service delivery according to organisational requirements 1.5 Provide recommendations to promote improvement of customer service delivery
2. Support implementation of customer service strategies	2.1 Consult with relevant stakeholders to develop customer service strategies 2.2 Assess customer service strategies and opportunities against customer service objectives 2.3 Identify and allocate available budget resources to fulfil customer service objectives 2.4 Action procedures to resolve customer difficulties and complaints according to organisational requirements
3. Evaluate and report on customer service	3.1 Review stakeholder satisfaction with service delivery according to organisational requirements 3.2 Identify and report changes necessary to meet customer service objectives 3.3 Prepare conclusions and recommendations on future directions of client service strategies 3.4 Monitor systems, records and reporting procedures for changes to customer satisfaction

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Reviews textual information and comprehends details that relate to the interests or requirements of the client and organisation
Writing	Creates a range of formal texts using structure, grammar and clear and specialised language to describe customer needs, maintain information and support a particular position
Oral communication	Uses pace, intonation, intelligible pronunciation and listening and questioning techniques to interact effectively with others
Numeracy	Recognises and interprets numerical information and performs calculations on familiar mathematical information
Enterprise and Initiative	Recognises and applies organisational protocols and meets expectations associated with own work
Teamwork	Uses a range of strategies to establish a sense of connection and build rapport with customers Collaborates with others contributing knowledge and skills to achieve joint outcomes
Planning and organising	Applies formal and logical processes when planning and implementing tasks Applies standard procedures when responding to familiar problems within own work context
Technology	Uses digital technologies to access, organise, present and store information relevant to own role

Unit Mapping Information

Supersedes and is equivalent to BSBCUS401 Coordinate implementation of customer service strategies.

Supersedes but is not equivalent to:

BSBCUS402 Address customer needs

BSBCUS403 Implement customer service standards

BSBSLS408 Present, secure and support sales solutions.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS404 Implement customer service strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement at least two strategies to improve customer service delivery.

In the course of the above, the candidate must:

respond to and report on customer feedback and complaints

review client satisfaction using verifiable data

consult and communicate effectively with relevant people

develop and implement strategies and methods to improve customer service delivery, including:

budgeting

promotion to staff

documentation and follow up.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

customer communication techniques

principles of customer service

sources of verified client information

techniques for identifying customer needs and reviewing customer satisfaction

organisational business structure, products and services related to customer service

techniques for drawing insights from verifiable evidence to develop recommendations and conclusions

product and service standards and best practice models.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures for customer service

examples of customer complaints and feedback

client satisfaction data.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS405 Organise business meetings

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to organise meetings including making arrangements, liaising with participants, and developing and distributing meeting related documentation.

The unit applies to those employed in a range of work environments who are required to organise a variety of business meetings. They may provide administrative support within an enterprise or have responsibility for these tasks in the context of a particular team, workgroup or project.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare meeting documentation and details	1.1 Identify type and purpose of meeting being organised 1.2 Identify and comply with legal, ethical and organisational requirements for business meetings 1.3 Make meeting arrangements according to meeting and participants requirements 1.4 Prepare notice of meeting, agenda and meeting papers according to organisational requirements 1.5 Distribute documentation and meeting details to participants within designated timelines 1.6 Confirm presence of required resources prior to meeting commencement
2. Record meeting outcomes	2.1 Take notes of the meeting 2.2 Outline key decisions and actions for implementation 2.3 Review minutes for accuracy and submit for approval by the nominated person 2.4 Distribute relevant post-meeting materials to attendees within designated timelines

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and interprets information from instructions, organisational policies and procedures, or legislation Compares final output with original notes to check accuracy
Writing	Prepares complex texts from notes using appropriate structure, accurate spelling, grammar and punctuation Records notes of meeting proceedings according to organisational requirements Edits and corrects own work to ensure accuracy
Oral communication	Listens for specific information during meetings Conveys specific instructions using vocabulary appropriate to context, purpose and audience Asks questions and listens to responses to clarify understanding
Numeracy	Performs calculations required to measure output against predetermined timeframes
Initiative and enterprise	Recognises and responds to both explicit and implicit organisational procedures and protocols and legislative/regulatory requirements
Teamwork	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
Planning and organising	Applies formal processes when planning complex tasks, producing plans with logically sequenced steps, reflecting an awareness of time constraints
Technology	Understands the purposes, specific functions and key features of common digital systems and tools and operates them effectively to complete routine tasks

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBADM405 Organise meetings

BSBADM503 Plan and manage conferences.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS405 Organise business meetings

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

organise business meetings, prepare agenda and take notes on at least two occasions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

relevant communication techniques

common formats for agendas and minutes

organisational policies and procedures relating to facilitation of meetings, including

meeting quorums

required notice periods

meeting resolutions and storage of minutes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures for meetings.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS406 Participate in organisational governance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to meet the diverse roles, responsibilities, codes of conduct and behavioural protocols required of individuals involved in organisational governance.

The unit applies to individuals responsible for monitoring and guiding the activities of their organisation or work area.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify roles within an organisation	1.1 Identify core functions and structure of organisation 1.2 Describe relationships between organisation, its stakeholders and other organisations or entities 1.3 Assess the relationships and overlapping roles between committee and board members, and staff within an organisation 1.4 Identify differences between roles of governance and management
2. Work within structure of the organisation	2.1 Perform designated governance duties 2.2 Follow agreed decision making processes 2.3 Manage real and perceived conflict of interest issues associated with competing roles and responsibilities 2.4 Follow confidentiality policies, procedures and requirements
3. Follow legal requirements	3.1 Comply with legislative requirements that apply to organisational governance duties 3.2 Comply with relevant aspects of corporation law and terms and conditions of funding agreements 3.3 Adhere to the constitution of the organisation while undertaking workplace responsibilities
4. Monitor operations	4.1 Identify and analyse outcomes for each operational area 4.2 Use information provided to review effectiveness and efficiency of operations and associated policy 4.3 Suggest changes to operations or policy, where required

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers, interprets and analyses information relating to core functions of the organisation, such as organisational goals, standards and values
Writing	Develops material for a specific audience using clear and detailed language to convey explicit information, requirements and recommendations
Oral communication	Participates in a verbal exchange of ideas and clearly articulates requirements using language, tone and syntax appropriate to audience and environment Uses active listening and questioning skills to confirm understanding
Enterprise and initiative	Understands nature and purpose of own role and associated responsibilities and how it contributes to the work of others in immediate work context Adheres to legal and regulatory responsibilities related to own work Recognises and follows explicit and implicit protocols and meets expectations associated with own role
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating group interaction, influencing direction and taking a leadership role on occasion Follows accepted communication practices and protocols, adjusting personal communication style in response to the values, beliefs and cultural expectations of others
Planning and organising	Takes responsibility for planning and organising own workload, identifying ways of sequencing and combining elements for greater efficiency and considering how to link to work of others Takes responsibility for outcomes of routine decisions related to own role
Problem solving	Understands when to take responsibility for solving problems and when to consult with others

Unit Mapping Information

Supersedes and is equivalent to BSBGOV405 Undertake the roles and responsibilities of committee or board members.

Supersedes but is not equivalent to:

BSBGOV401 Implement board member responsibilities

BSBGOV402 Work within organisational structure

BSBGOV501 Review and apply the organisation's constitution

BSBGOV502 Recruit and coordinate committee members

BSBGOV505 Seek and apply for funding opportunities.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS406 Participate in organisational governance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

participate in at least three organisational governance activities, including:

identifying core functions and structure of organisation

describing relationships between organisation, its stakeholders and other organisations or entities

following legal requirements and organisational policies and procedures

managing conflicts of interest

monitoring operations and analysing outcomes of operational area.

In the course of the above, the candidate must:

communicate with others to achieve organisational objectives

recommend operational process improvements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures for addressing conflicts of interest

confidentiality requirements related to organisational governance

relevant corporation laws related to funding agreements

terms and condition of funding agreements

decision-making techniques

governance and management roles and responsibilities within organisation

legislation and funding arrangements or funding body requirements relevant to own role.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS407X Support organisational response to disruption

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to support an organisation’s response to a range of disruptive events. This includes identifying the nature and scope of a disruptive event and its impact, supporting the implementation of resources and training to minimise disruption, and evaluating the response.

The unit covers supporting responses to an ‘organisational disruption’ characterised as a significant disturbance to the operations of an organisation or work area caused by a ‘disruptive event’. Disruptive events may be internal or external to the organisation and may or may not be foreseeable. These events impact on a range of industries and settings and include public health risks (such as epidemics and pandemics), natural disasters (such as floods and bushfires), public inquiries and litigation.

The unit applies to individuals who provide support within an organisation or a team in providing a response to disruptive events in an organisation.

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

Unit Sector

Business Competence - Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify disruptive events and their impact on organisation	1.1 Identify real or potential internal or external event that may contribute to organisational disruption and assess its risk to business according to organisational policies and procedures 1.2 Identify existing organisational policies and procedures that address identified internal or external business risk 1.3 Analyse possible future risk to organisation or work area and the potential disruption they would present
2. Assess extent of organisational disruption	2.1 Identify areas of organisation directly impacted by disruptive event according to organisational policies and procedures 2.2 Identify relevant personnel impacted by disruptive event 2.3 Identify impacts of disruptive event on broader workplace 2.4 Consult with relevant stakeholders to identify extent of disruption on workplace according to organisational policies and procedures
3. Assist in organisational response to disruption	3.1 Assist in implementing resources and risk mitigation strategies required to minimise impact of disruption to organisation according to organisational policies and procedures, legislative requirements, and work health and safety (WHS) requirements 3.2 Support implementation of training needed to prevent similar disruptive events occurring in the future according to organisational policies and procedures 3.3 Support organisational communications activities as required 3.4 Document support provided according to organisational policies and procedures and legislative requirements
4. Evaluate organisational response to disruption	4.1 Document actions taken in response to disruptive event according to organisational policies and procedures 4.2 Assess effectiveness of each action taken according to organisational policies and procedures 4.3 Identify additional action required moving forward 4.4 Document recommendations for future disruptive events faced by organisation 4.5 Communicate outcomes of organisational response to key stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Participates in discussions using listening and questioning to elicit the views of others and to clarify and confirm understanding Presents information and opinions using language and non-verbal features appropriate to audience
Reading	Critically evaluates and applies content from a range of at times structurally complex texts, including relevant organisational policies and procedures
Problem solving	Analyses information to make decisions, involving others when appropriate Uses formal and informal processes to monitor implementation of decisions and reflect on outcomes
Self-management	Identifies, analyses and evaluates own response to disruption, determining successes and failures
Teamwork	Collaborates and consults with others to achieve shared goals in responding to organisational disruption Cooperates with others as part of organisational response and contributes to specific activities requiring joint responsibility and accountability
Planning and organising	Monitors and actively supports processes and development activities in response to disruption Plans for unexpected outcomes and implements creative responses to overcome challenges
Technology	Uses digital applications to access, extract, organise, integrate and share relevant information

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS407X Support organisational response to disruption

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support an organisational response to at least one disruptive event and evaluate the effectiveness of the response.

In the course of the above, the candidate must:

comply with legislative requirements applicable to disruptive event

adhere to organisational policies and procedures applicable to disruptive event.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

types of organisational disruptive events, including:

public health risks, including epidemics and pandemics

environmental changes and natural disasters

economic and geopolitical disruption

civil unrest

cyber threats

terrorist attacks

operational disruption, including mergers or acquisitions, litigation, operational transformation and technological developments

types of internal and external business risks that may contribute to organisational disruption, including:

strategic risks

compliance risks

financial risks

workplace health and safety risks

operational risks

areas of organisation that may be impacted by disruptive events, including:

supply chain and operations

personnel

customer demands

workplace health and safety

data

organisational culture

key resources required to respond to disruption, including:

employees

financial modelling and outlooks

reskilling and upskilling techniques

organisational technology and tools

organisational policies and procedures

organisational policies and procedures required to respond to disruptive events, including those relating to:

risk assessment

required documentation

training methods and materials

evaluation methods to assess effectiveness of organisational responses

legislative requirements associated with responding to disruptive events

key features of organisational crisis management plan

work health and safety (WHS) requirements associated with responding to disruptive events.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislative requirements and organisational policies and procedures required to demonstrate performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS501 Manage business resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage resources according to planned business strategies. It includes analysing resource requirements, developing resource plans, allocating resources, and reviewing and reporting on resource usage.

The unit applies to individuals with a role in allocating and monitoring the use of physical and/or human resources to meet defined business objectives.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Analyse resource requirements	1.1 Develop resource bids according to required outputs specified in business plans 1.2 Consult with relevant stakeholders and determine the nature and level of resources required 1.3 Analyse resource requirements and identify proposed costs and benefits 1.4 Identify opportunities to share resources across business units within the organisation
2. Develop resource plans	2.1 Determine internal resourcing capabilities and external resourcing requirements 2.2 Develop procedures for the evaluation of resource allocation and incorporate them in resource plans 2.3 Identify risks and establish risk management processes 2.4 Obtain required approvals from relevant personnel
3. Allocate resources	3.1 Identify and adhere to organisational policies and procedures for resource allocation 3.2 Manage resource allocation according to business unit objectives 3.3 Negotiate and obtain resources within required timeframe according to business unit objectives 3.4 Develop and implement systems for monitoring resource usage
4. Review and report on resource usage	4.1 Develop and implement procedures to review resource allocation against business unit objectives 4.2 Suggest improvements to work practices for the efficient use of resources 4.3 Monitor compliance with program and project budgets and take corrective action where necessary 4.4 Prepare report that indicates the level of performance achieved and any action taken to adjust or rectify procedures in meeting service and product delivery standards

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Interprets textual information including legislation and organisational policy, to plan, implement and review resource requirements Analyses organisational information to assess resource usage practices
Writing	Develops organisational texts including proposals, reports and plans according to organisational requirements
Oral communication	Participates in spoken exchanges with stakeholders using structure and language appropriate to context and audience
Numeracy	Selects and uses familiar mathematical techniques to determine costs and benefits associated with strategic resource decisions Defines timeframes according to schedule requirements Selects and uses familiar mathematical techniques to organise timely supply of required resources as well as identify budgetary information and monitor performance
Enterprise and initiative	Contribute to the development of organisational policies and procedures Adheres to legal requirements and organisational policies and procedures
Teamwork	Collaborates and negotiates with others to achieve required outcomes
Planning and organising	Accepts responsibility for planning and sequencing complex tasks to achieve organisational requirements Develops plans and systems to manage resource allocation Systematically gathers and analyses all relevant information, evaluates options and conducts reviews to inform recommendations about resource usage improvements

Unit Mapping Information

Supersedes and is equivalent to BSBMGT622 Manage resources.

Supersedes but is not equivalent to:

BSBADM506 Manage business document design and development

BSBCUE406 Run a multicentre

BSBCUE502 Establish a multicentre

BSBCUE607 Manage customer engagement centre staffing

BSBCUE608 Manage customer engagement operational costs.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS501 Manage business resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, implement and review at least three resource plans.

In the course of the above, the candidate must:

consult with stakeholders and analyse information to determine the nature and level of resources required to achieve business objectives

plan for, acquire and allocate the resources, incorporating strategies to maximise efficiency and manage risk

develop and implement systems to:

incorporate efficient use of resources into work practices

monitor resource use against budgets and business objectives

prepare a report that indicates the level of performance achieved and any adjustments needed to achieve service and product delivery standards.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory context of the organisation in relation to managing resources

contents of resource plans including:

acquisition and allocation of resources

timelines and the relationship to business strategies

contingency plans and processes

costs and budgets

resource acquisition processes

managing finance, including project budgets

resource allocation review procedures

objectives of business unit

typical risks associated with managing business resources and risk management strategies

procedures for risk management, including requirements for the consideration of potential changes in government priorities

key elements and sources of information required to monitor usage of:

physical resources

human resources.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations, standards and codes

workplace documentation and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS502 Manage business operational plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and monitor the implementation of operational plans to support efficient and effective workplace practices and organisational productivity and profitability.

The unit applies to individuals who manage the work of others and operate within the parameters of a broader strategic and/or business plans.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish operational plan	1.1 Research, analyse and document resource requirements 1.2 Develop operational plan in consultation with, and with approval from, relevant stakeholders 1.3 Develop contingencies for operational plan 1.4 Explain plan to relevant work teams
2. Manage resource acquisition	2.1 Confirm that employees are recruited and inducted according to the organisation’s human resources management policies, practices and procedures 2.2 Confirm that physical resources and services are acquired according to the organisation’s policies, practices and procedures 2.3 Identify and incorporate requirements for intellectual property rights and responsibilities related to acquisition of resources
3. Monitor and review operational performance	3.1 Assess progress of operational plan in achieving profit and productivity plans and targets 3.2 Identify areas of under-performance, recommend solutions and rectify the situation 3.3 Plan and implement relevant processes for ongoing monitoring and confirm that support is provided for individuals and teams 3.4 Negotiate recommendations for variations to operational plans and gain approval from designated persons

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers, interprets and analyses workplace documentation to determine requirements for the operational plan
Writing	Develops and documents a range of detailed texts relating to the management of an operational plan according to organisational requirements
Oral communication	Presents information to a range of audiences using appropriate register, vocabulary and paralinguistic features Listens and comprehends information from a variety of spoken exchanges with clients, co-workers and other stakeholders
Numeracy	Selects and uses mathematical problem-solving strategies to organise resource requirements, performance benchmarks and financial viability of the operational plan
Enterprise and initiative	Monitors adherence to organisational policies, procedures and considers own role in terms of its contribution to broader goals of the work environment
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion
Planning and organising	Takes responsibility for developing and implementing systems and processes to achieve organisational objectives, seeking advice, feedback and support as required to assist in the development and planning phase Sequences and schedules complex activities, monitors implementation, and manages relevant communication
Problem solving	Uses systematic analytical processes to aid decision making, identify potential problems and generate contingency plans or solutions
Technology	Demonstrates awareness of the importance of data security in a digital environment

Unit Mapping Information

Supersedes and is equivalent to BSBMGT517 Manage operational plan.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS502 Manage business operational plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage an operational plan for at least one business or work area.

In the course of the above, the candidate must:

develop and implement an operational plan using a variety of information sources and consultation including:

resource requirements

key performance indicators

monitoring processes

contingency plans

communicate with stakeholders to explain the plan and supporting information, seek approvals, negotiate variations and engage work teams

confirm existence of relevant strategies, including strategies relating to:

recruiting, inducting and developing personnel

acquiring physical resources and services

protecting intellectual property

making variations to the plan

monitoring and documenting performance.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

stakeholders involved in development and management of operations plan including escalation points, colleagues and specialist resource managers

key information sources for proposal development and presentation including resource requirement specialists

consultation processes

content of operational plans, including:

procurement processes

employee recruitment and induction strategies

physical resource and service acquisition strategies

key indicators of organisational performance

budget and actual financial relating to profit and productivity

methods for preparing operational plans and contingency plans

role of an operational plan in achieving an organisation’s objectives

procedures and records associated with documenting performance

approaches for developing key performance indicators to meet business objectives

legislative and regulatory framework relating to the development and implementation of operational plan of the organisation, including:

fair trading laws

work health and safety

organisational policies, practices and procedures that relate to the operational plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation and regulations relevant to operational plans

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS503 Develop administrative systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan for or review the requirements of administrative systems and procedures for implementing, monitoring and reviewing the system.

The unit applies to individuals employed in a range of work environments in senior administrative roles.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan administrative system	1.1 Identify requirements for update to the administrative system according to organisational and budgetary requirements 1.2 Consult with stakeholders and verify identified requirements and modifications 1.3 Obtain quotations from suppliers or developers to address system requirements according to organisational policy and procedures 1.4 Select supplier or developer according to organisational policies and procedures
2. Implement administrative system	2.1 Identify and develop implementation strategies in consultation with staff 2.2 Implement system according to organisational and legislative requirements 2.3 Support staff and provide training on the use of the system 2.4 Manage contingencies and support minimal impact on users
3. Monitor administrative system	3.1 Monitor system for usage, security and output according to organisational requirements 3.2 Modify system to meet changing needs according to organisational requirements 3.3 Identify further modifications and notify users

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Learning	Reinforces own knowledge and skills by training and mentoring others
Reading	Extracts, analyses and evaluates information from complex texts, including organisational policies and procedures
Writing	Creates instructional texts using grammatical structures and vocabulary appropriate to audience and context
Oral communication	Presents complex information adjusting presentation style and vocabulary to suit the audience
Numeracy	Recognises and interprets numerical information related to budgets
Enterprise and initiative	Develops systems to meet organisational and legislative requirements Anticipates potential problems and implements contingency plans as soon as warning signs are recognised
Teamwork	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role Collaborates with others to achieve joint outcomes, providing guidance to others where necessary
Planning and organising	Applies formal processes when planning complex tasks, producing plans with logically sequenced steps, reflecting an awareness of time constraints Monitors progress of plans and changes them to meet new demands or priorities
Technology	Uses and investigates new digital technologies and applications to manage and manipulate data Demonstrates awareness of the importance of data security in a digital environment

Unit Mapping Information

Supersedes and is equivalent to BSBADM504 Plan and implement administrative systems.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS503 Develop administrative systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one administrative system.

In the course of the above, the candidate must:

work with relevant personnel and stakeholders to identify administrative system improvements

document requirements

provide training and support for staff to use the system

monitor the new system and identify future improvements and staff training needs.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and organisational policies and procedures for reviewing administrative systems

stakeholders involved in organisational administrative systems including system users

training procedures for communicating new system information to staff.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policy and procedure manuals relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS504 Manage business risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to manage business risks in a range of contexts across an organisation or for a specific business unit or area in any industry setting.

The unit applies to individuals who are working in positions of authority and who are approved to implement change across the organisation, business unit, program or project area. They may or may not have responsibility for directly supervising others.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish risk context	1.1 Evaluate organisational processes, procedures and requirements and determine scope for risk management process 1.2 Review strengths and weaknesses of existing arrangements 1.3 Document critical success factors, goals and objectives for area included in scope 1.4 Communicate risk management process to relevant stakeholders
2. Identify risks	2.1 Invite stakeholders to assist in the identification of risks 2.2 Research risks that may apply to scope 2.3 Document risks that apply to the scope, in consultation with relevant parties
3. Analyse risks	3.1 Assess likelihood of risks occurring 3.2 Assess impact or consequence if risks occur 3.3 Evaluate and prioritise risks for treatment
4. Select and implement treatments	4.1 Determine and select from options for treating risks 4.2 Develop action plan for implementing risk treatment 4.3 Communicate risk management processes to relevant parties 4.4 Implement action plan according to organisational policies and procedures 4.5 Monitor and evaluate risk management process

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Synthesises a variety of relatively complex texts Gathers, interprets and analyses textual information from a range of sources to identify relevant information
Writing	Develops textual material and organises content in a manner that effectively documents risk management analysis and assessment priorities and processes
Oral communication	Participates in interactions with stakeholders using questioning and listening to elicit opinions, and to confirm and clarify understanding
Numeracy	Uses numerical tools to assess risk and uses numerical data to review plans
Teamwork	Selects appropriate conventions and protocols when communicating with stakeholders about risk management Consults and negotiates with stakeholders about risk management processes and outcomes
Planning and organising	Sequences and schedules a range of routine and complex activities, monitors implementation, evaluates processes and manages relevant communication Systematically analyses information to decide on appropriate risk management treatments Refers to organisational processes, procedures and requirements when making decisions about risk management
Technology	Uses digital technologies and systems to access information, document plans and communicate with others

Unit Mapping Information

Supersedes and is equivalent to BSBRSK501 Manage risk.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS504 Manage business risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead at least one risk management process for an organisation or work area.

In the course of the above, the candidate must:

analyse information from a range of sources to identify the scope and context of the risk management process, including:

stakeholder analysis

political, economic, social, legal, technological and policy context

current arrangements

objectives and critical success factors for the area included in scope

risks that may apply to scope

consult and communicate with stakeholders to identify and assess risks, determine appropriate risk treatment actions and priorities and explain the risk management processes

develop and implement an action plan to treat risks

monitor and evaluate the action plan and risk management process

maintain documentation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory context of the organisation in relation to risk management

organisational policies, procedures and processes for risk management, including document storage

types of business risks

options for treating risks

risk management process

purpose and key elements of current risk management standards

tools and techniques to identify risks to scope risk management processes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relating to risk management

workplace documentation and resources relating to risk management.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS505 Manage organisational customer service

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop strategies to manage organisational systems that ensure products and services are delivered and maintained to standards agreed by the organisation.

The unit applies to individuals who supervise customer service provided by others within an organisation. At this level, individuals must exercise considerable discretion and judgement, using a range of problem solving and decision making strategies.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish customer requirements	1.1 Consult with customers to identify customer service requirements 1.2 Integrate customer feedback into organisation’s business plan 1.3 Identify and procure resources required to address customer service requirements
2. Deliver quality products and services	2.1 Deliver product and service according to customer specifications within organisation’s business plan 2.2 Monitor team performance and assess against the organisation’s quality and delivery standards 2.3 Support colleagues to overcome difficulties in meeting customer service standards
3. Evaluate customer service	3.1 Develop and use strategies for monitoring progress against product and service targets and standards 3.2 Develop and use strategies for obtaining customer feedback on provision of product and service 3.3 Adapt delivery of customer product and service in consultation with relevant individuals and groups 3.4 Manage records, reports and recommendations within the organisation’s systems and processes

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Interprets and analyses textual information from a variety of sources and applies the knowledge that has been gained to evaluate standards for organisation’s products and services
Writing	Produces a range of text types to convey information, requirements or recommendations matching style of writing to purpose and audience
Oral communication	Clearly articulates systems and standards in a team environment using language suitable to diverse audiences Uses listening and questioning techniques to obtain feedback and confirm understanding
Numeracy	Interprets and comprehends mathematical information in organisation’s business and customer service plans
Planning and organising	Recognises and applies organisational protocols and meets expectations associated with own work
Teamwork	Identifies and uses appropriate conventions and protocols when communicating with colleagues and customers Collaborates with others, taking into account their strengths and experience, to achieve desired outcomes Provides support in field of expertise to team
Enterprise and initiative	Develops and implements plans using logical processes and monitors and evaluates progress against stated goals
Problem solving	Accepts responsibility for addressing complex or non-routine difficulties, applying problem solving processes in determining a solution
Technology	Uses digital technology to access, organise and present information in a format that meets requirements

Unit Mapping Information

Supersedes and is equivalent to BSBCUS501 Manage quality customer service.

Supersedes but is not equivalent to:

BSBCUE504 Integrate customer engagement within the organisation

BSBCUE601 Optimise customer engagement operations

BSBCUE602 Manage customer engagement information

BSBCUE603 Design and launch new customer engagement facilities

BSBSLS501 Develop a sales plan.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS505 Manage organisational customer service

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and review strategy for delivering and monitoring quality customer service for an organisation or work area.

In the course of the above, the candidate must:

implement quality customer service policies and procedures

identify and resolve system problems relating to poor customer service

assist teams to meet customer service requirements

develop, procure and use human and physical resources to support quality customer service delivery.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory frameworks governing customer service

elements of effective customer service including quality, time and cost

organisational policies and procedures for customer service and handling customer complaints

relevant service standards and best practice models

key principles of public relations and product promotion

common techniques for solving complaints

principles and techniques involved in managing:

customer behaviour

specific customer needs

customer research

customer relations

ongoing product and service quality

problem identification and resolution

quality customer service delivery

record keeping and management methods

strategies for monitoring, managing and introducing ways to improve customer service relationships

strategies to obtain customer feedback.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations and codes of practice related to customer service

workplace documentation and resources

complex customer complaints.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS506X Plan for organisational disruption

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to contribute to the operations of an organisation or work area in the face of disruptive events by planning for real or potential disruptions. It includes conducting an organisational risk assessment, assessing real or potential threats, and developing a business response plan.

The unit covers planning responses to an ‘organisational disruption’ characterised as a significant disturbance to the operations of an organisation or work area caused by a ‘disruptive event’. Disruptive events may be internal or external to the organisation and may or may not be foreseeable. These events impact on a range of industries and settings and include public health risks (such as epidemics and pandemics), natural disasters (such as floods and bushfires), public inquiries and litigation.

The unit applies to individuals who work in positions of authority who are approved to implement changes across a division, business area, program area or project area of an organisation.

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

Unit Sector

Business Competence - Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess organisational risk and vulnerability	1.1 Identify foreseeable and unforeseeable threats and causes of organisational disruption 1.2 Assess organisation’s market position and assess competitive landscape 1.3 Identify resources required to support organisation during disruptive events according to organisational policies and procedures 1.4 Assess alternative resources that could be used to support organisation during disruptive events 1.5 Assess organisational risk mitigation strategies suited to causes of organisational disruption
2. Evaluate likelihood of organisational disruption	2.1 Interview key stakeholders regarding organisational future threats and document findings according to organisational policies and procedures 2.2 Use secondary research methods to gather data on potential future threats 2.3 Assess likelihood of future threats based on primary and secondary information gathered 2.4 Analyse and identify potential internal and external sources of disruption to the organisation’s priorities, operations and environment
3. Analyse and document business opportunities that may come from disruptive event	3.1 Collect and document data on previous impacts of disruptive events on organisations and analyse organisational functional performance 3.2 Perform a competitor analysis and determine business growth opportunities 3.3 Consult with key stakeholders on potential opportunities within organisation 3.4 Assess available resources to pursue business opportunities 3.5 Document potential business opportunities from disruptive events according to organisational policies and procedures
4. Develop business response plan for disruptive events	4.1 Evaluate current scale and success of business performance indicators 4.2 Research different organisational methods to respond to disruptive events 4.3 Determine appropriate organisational responses to disruption and relevant risk mitigation strategies, accounting for associated regulatory and work health and safety (WHS) requirements 4.4 Develop a draft response based on findings 4.5 Distribute plan for stakeholder review 4.6 Update and finalise plan based on stakeholder feedback 4.7 Communicate plan to required personnel and store according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Asks questions and participates in discussions using listening and questioning to elicit views of others and to clarify and confirm understanding Presents information and opinions using language and non-verbal features appropriate to audience
Reading	Identifies, analyses and evaluates a range of textual information to determine goals and objectives, options, opportunities and risks of disruptive events
Writing	Creates texts using formats and language appropriate to audience and context
Teamwork	Collaborates with different teams across organisation Plays a lead role in situations requiring effective collaboration, demonstrating high level conflict-resolution skills and ability to engage and motivate others
Initiative and enterprise	Assesses opportunities to improve organisational policies and procedures to better support operations when faced with disruptive events
Planning and organising	Systematically gathers and analyses required information and evaluates options in order to plan for organisational disruption Monitors and actively supports processes to ensure minimal disruption to organisation when experiencing disruptive event Plans for unexpected outcomes and implements creative responses to overcome challenges
Problem solving	Contributes to continuous improvement of current work practices by applying basic principles of analytical and lateral thinking
Technology	Uses digital applications to access, extract, organise, integrate and share relevant information

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS506X Plan for organisational disruption

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

create at least two business response plans for an organisational response to a disruptive event, each plan relating to a different type of disruptive event.

In the course of the above, the candidate must:

identify at least three continuous improvement or business opportunities arising out of the disruptive event

comply with legislative requirements applicable to disruptive event

adhere to organisational policies and procedures applicable to disruptive event.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisation and market supply chain, including:

customers

partners

suppliers

competitors

society

organisational goals, mission, and values

future economic, social, and market trends that may impact an organisation

steps commonly involved in planning, including:

research methods and data gathering

defining objectives

developing premises

evaluating alternatives

identifying resources

implementing tasks

tracking and evaluation methods

business performance indicators, including:

legal and compliance obligations and implications

costs and resourcing

business strategy and success

ease of undertaking future opportunities

regulatory requirements that impact on business performance during disruptive events

organisational policies and procedures relating to organisational disruption

key features of organisational crisis and emergency management plans

work health and safety (WHS) procedures relating to organisational disruption

common features of a business response plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

regulatory requirements and organisational policies and procedures required to demonstrate performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS507X Manage organisational response to disruption

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to manage an organisational response when experiencing a disruptive event. This includes evaluating appropriate organisational responses, implementing and reviewing them, and identifying potential opportunities from the disruption.

The unit covers managing responses to an ‘organisational disruption’ characterised as a significant disturbance to the operations of an organisation or work area caused by a ‘disruptive event’. Disruptive events may be internal or external to the organisation and may or may not be foreseeable. These events impact on a range of industries and settings and include public health risks (such as epidemics and pandemics), cyber-attacks, customer threats, terrorist threats natural disasters, public inquiries and litigation. The unit applies to individuals who have responsibility and autonomy to direct and support change within an organisation. They use a range of organisational, analytical, and managerial techniques to perform this work.

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

Unit Sector

Business Competence - Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess extent of disruption to the organisation	1.1 Access organisational emergency and crisis management plan 1.2 Consult with key stakeholders to identify and document core business and supporting activities affected by disruptive event 1.3 Identify and document disruptions to organisational environment, including potential work health and safety (WHS) hazards 1.4 Determine organisational reporting and accountability requirements in the context of the business disruption 1.5 Confirm organisational functions and activities for which records must be kept according to organisational policies and procedures
2. Determine appropriate response to disruptive event	2.1 Consult with key stakeholders to evaluate appropriate organisational response to disruptive event 2.2 Amend organisational emergency and crisis management plan to respond to actual disruption 2.3 Consult with key stakeholders on appropriate response to disruptive event 2.4 Contribute to implementation of organisation’s emergency response, business continuity and recovery strategies 2.5 Identify required personnel to form governing decision-making body and communicate their role to them
3. Implement plan in response to disruptive event	3.1 Identify and secure human, financial, technological and physical resources required for response to disruption according to organisational policies and procedures 3.2 Implement learning needs of relevant personnel and stakeholders for organisational response plan 3.3 Communicate organisational response to required organisational stakeholders 3.4 Address potential problems in implementing plan according to organisational policies and procedures 3.5 Monitor organisational response to confirm it complies with legislative requirements
4. Support implementation of business continuity management plan	4.1 Communicate business continuity management plan and provide staff with required plan information 4.2 Identify and access resources within budgetary constraints to support achievement of required plan outcomes 4.3 Support business continuity management plan exercises in line with organisation’s policies and procedures 4.4 Collect and analyse data to provide accurate measures of business continuity plan outcomes and effectiveness 4.5 Alter processes identified as ineffective according to organisational policies and procedures
5. Review organisational response to disruptive event	5.1 Analyse effectiveness of response and report on strengths and limitations of response 5.2 Use monitoring reports to identify implementation problems and required changes 5.3 Contribute to processes for ongoing communication and consultation with employees as workplace circumstances evolve 5.4 Contribute to implementing required adjustments to workplace as circumstances evolve 5.5 Make recommendations for revisions to organisational response for future disruptive events 5.6 Monitor processes previously identified as inefficient to confirm effectiveness of adjustments
6. Evaluate organisational opportunities arising from disruption	6.1 Identify business, market, and capability opportunities arising from disruptive event 6.2 Consult with relevant stakeholders to identify relevant business opportunities arising from disruptive event 6.3 Assess cost and benefits of opportunities using various modelling techniques 6.4 Seek approval of recommendations from required stakeholders 6.5 Document recommendations to pursue opportunities and distribute to key stakeholders according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Interprets data from a range of sources to determine suitable and effective organisational response
Oral communication	Participates in verbal exchanges using appropriate style, tone and vocabulary for audience, context and purpose Uses active listening and questioning techniques to confirm requirements Clearly articulates plans and responsibilities to required personnel
Reading	Researches and critically analyses documentation from a variety of sources to determine requirements
Writing	Uses clear, accurate and relevant language to organise, record and update information and complete workplace documentation
Teamwork	Collaborates with different teams across organisation Plays a lead role in situations requiring effective collaboration, demonstrating high level conflict-resolution skills and ability to engage and motivate others
Planning and organising	Monitors progress of plans and schedules and reviews and changes them to meet new demands and priorities
Problem solving	Makes decisions by using systematic, analytical processes, setting goals, gathering relevant information and identifying and evaluating options against agreed criteria Identifies and addresses some unfamiliar problems of increasing complexity within scope of own role
Technology	Uses digital applications to access, extract, organise, integrate and share relevant information

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS507X Manage organisational response to disruption

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage the response for an organisation or work area to at least one disruptive event.

In the course of the above, the candidate must:

identify at least two business opportunities arising from the disruption

comply with organisational policies and procedures and legislative requirements applicable to disruptive event.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features and components of organisational emergency and crisis management plans

methods to monitor and improve organisational emergency and crisis management plan, including:

observation

stakeholder interviews

data collection and analysis

methods for researching appropriate organisational response to disruptive events, including:

interviews

questionnaires

case studies

organisational policies and procedures relevant to organisational disruption, including business continuity strategies

rights and obligations relating to organisational disruption set out in work health and safety (WHS) legislation

management techniques, including:

facilitating goal setting

supporting team communication

adjusting plans based on feedback

organisational market context and industry trends, including potential threats and opportunities

organisational goals, mission, and values

techniques for modelling impact of response to disruption, including:

cost-benefit analysis

opportunity cost modelling

sensitivity analysis

methods for large-scale communication when managing organisational response to disruption, including:

webinars

email newsletters

livestreams

information panels

relevant legislative and regulatory requirements that impact on business performance during disruptive events.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislative and regulatory requirements, and organisational policies and procedures required to demonstrate performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS601 Develop and implement business plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead a business operation that covers the steps required to develop and implement business plans.

The unit applies to individuals who are running an organisation or who take a senior role in determining the effective functioning and success of the organisation. These individuals may oversee the work of a number of teams and other managers.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish business plan	1.1 Identify organisational and legislative frameworks relevant to development of a business plan 1.2 Review market requirements for the organisation’s products and service 1.3 Identify and assess business requirements, objectives, competitors and established plans 1.4 Develop performance objectives and measures for business plan, in consultation with relevant stakeholders 1.5 Identify financial, human and physical resource requirements for the business 1.6 Develop business plan
2. Implement business plan	2.1 Communicate business plan to all relevant stakeholders 2.2 Confirm skilled labour is available to implement plan 2.3 Test performance measurement systems and refine, where required 2.4 Prepare reports on key aspects of the business 2.5 Report system failures, product and service failures and variances to the business plan as they occur
3. Respond to performance data	3.1 Analyse performance reports against planned objectives 3.2 Review performance indicators and refine, where required 3.3 Identify and coach under-performing staff 3.4 Establish ongoing review processes

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Gathers, interprets and analyses textual information when developing the business plan and monitoring operational performance
Writing	Communicates relationships between ideas and information, matching style of writing to purpose and audience Researches, plans and prepares business plan for relevant stakeholders
Oral communication	Presents information and seeks advice using language and features appropriate to audience Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Numeracy	Extracts and evaluates mathematical information to review the market, research competitors and review pricing structures
Enterprise and initiative	Takes full responsibility for identifying and complying with legislative requirements applicable to self and the organisation
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role Provides support in field of expertise to colleagues, as required
Planning and organising	Sequences and schedules complex activities, monitors implementation and manages relevant communication Systematically gathers and analyses all relevant information and evaluates options in order to monitor performance and identify opportunities for improvement

Unit Mapping Information

Supersedes and is equivalent to BSBMGT617 Develop and implement a business plan.

Supersedes but is not equivalent to:

BSBCUE604 Develop and maintain a service level strategy

BSBCUE606 Forecast and plan using customer engagement traffic information analysis

BSBMGT618 Develop an engagement centre business plan.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS601 Develop and implement business plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement at least one business plan.

In the course of the above, the candidate must:

analyse and research business vision, mission, values, objectives, goals, competitors, financial targets, management arrangements and marketing approaches

write a business plan, including:

description of the business

products and services

financial, physical and human resource requirements

regulatory requirements

marketing strategy

financial indicators

productivity and performance targets for key result areas

monitor and respond to business performance including evaluation of performance against key results indicators

consult, communicate with and report to relevant stakeholders

provide analysis of the strengths and weaknesses of a business plan.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational and legislative frameworks required for the development of business plans, including:

preexisting strategic, business and operational plans

business vision, mission, values and objectives

permits or licences that may be required for new activity

processes for developing and monitoring business plans

customer needs and budgeting information

performance objectives and measures, including key results indicators

stakeholders involved in the development of business plans.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

business information and data relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBOPS602 Monitor corporate governance activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and implement procedures to ensure the organisation meets its corporate governance obligations. It covers researching corporate governance trends, standards and practices, and establishing processes to promote compliance. It also includes reviewing compliance and taking corrective action on non-compliance.

The unit applies to those who are responsible for monitoring and managing compliance to corporate governance requirements.

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

Unit Sector

Business Competence – Business Operations

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan corporate governance activities	1.1 Identify corporate governance requirements, standards and practices according to organisational requirements 1.2 Develop processes for monitoring performance of organisation’s corporate governance activities 1.3 Research governance audit reports and practices and identify methodologies and recommendations for implementation
2. Monitor performance of corporate governance activities	2.1 Analyse the organisation’s governance reports, returns and review processes 2.3 Develop and update management processes for corporate governance 2.3 Establish reporting plans and confirm organisation meets compliance and reporting deadlines
3. Review corporate governance activities	3.1 Evaluate organisational adherence to requirements, standards and practices 3.2 Monitor compliance performance indicators 3.3 Identify non-compliances and causes, and implement corrective actions, where required

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Sources and researches textual information in the context of organisational strategy and compliance requirements to support plans, monitoring and reporting
Writing	Develops complex texts using specialised and detailed language to convey information, requirements and recommendations according to legal and organisational requirements
Enterprise and initiative	Leads in the development of organisational policies, procedures to support adherence to legal and statutory requirements
Planning and organising	Takes responsibility for developing and implementing systems and processes to achieve organisational objectives, seeking advice and feedback as required Monitors and evaluates performance against agreed benchmarks to ensure compliance with governance, statutory and legal requirements
Self-management	Acknowledges own role in terms of its contribution to broader goals of the organisation

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBGOV506 Manage advocacy for your organisation

BSBGOV507 Manage board or committee and organisational conflict

BSBMGT623 Monitor corporate governance activities.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBOPS602 Monitor corporate governance activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, implement, monitor and review corporate governance on at least one occasion.

In the course of the above, the candidate must:

access and interpret legislation and regulations to identify corporate governance compliance requirements

research and analyse information to identify trends in corporate governance practices and reporting

establish and implement processes for corporate governance adherence, including determining corporate governance indicators and establishing a reporting plan

meet statutory reporting requirements

monitor compliance and analyse the causes of non-compliances including analysing governance reports, returns, review processes and the information technology system

identify and implement corrective actions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations and statutory requirements and standards that relate to corporate governance obligations for the organisation, including:

finances and taxation

industrial relations, equal opportunity, employment records and superannuation

intellectual property

corporate entities

competition, ethical practice and consumer rights

work health and safety

information technology systems and data recording

emerging trends and interpretations of statutory and other regulatory requirements

principles of internal control, including statutory requirements

statutory reporting requirements

principles of valuation and apply common methods of depreciation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to corporate governance

workplace documentation and resources relevant to performance evidence, including governance reports and returns.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF101 Plan and prepare for work readiness

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify and document current skills and plan future skills development with support and supervision.

It applies to those who are preparing to work in a broad range of settings.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Seek advice on future work goals	1.1 Identify possible work progression in industry or organisation 1.2 Identify and prioritise personal work goals 1.3 Identify additional skill requirements for future work progression with supervisor 1.4 Identify influence of personal values and attitudes regarding work in planning future work progression 1.5 Research methods to acquire additional skills required
2. Assess own skills	2.1 Assess current skills, knowledge and attitudes against competencies for work goals 2.2 Discuss results of selfassessment with supervisor 2.3 Seek advice on further skills development needs
3. Prepare portfolio of evidence	3.1 Identify types of evidence required to demonstrate competence in skills development 3.2 Discuss purpose of evidence with assessor 3.3 Collect examples of evidence for portfolio 3.4 Complete personal resume with assistance of assessor

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Applies knowledge and experience required to broaden future skills development
Reading	Identifies textual information to determine requirements
Writing	Uses information and industry-related terminology to complete required workplace documentation
Oral communication	Uses everyday language and listens to short, specific advice to identify career options and personal work goals
Initiative and Enterprise	Identifies specific qualifications, experience and/or skills needed for current or desired work role with assistance Seeks feedback on self-assessment results from a trusted source with encouragement
Teamwork	Asks questions with support to seek information or clarify instructions
Planning and organising	Plans and implements routine tasks directly related to own requirements

Unit Mapping Information

Supersedes and is equivalent to BSBLED101 Plan skills development.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF101 Plan and prepare for work readiness

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

seek advice on work goals, assess own skills and prepare a portfolio of evidence of skills.

In the course of the above, the candidate must:

seek advice from relevant stakeholders on:

work and career options

results of self-assessment

preparation of portfolio

prepare a portfolio of evidence, including a resume.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

skill requirements for work goals and process of self-assessment

examples of experiences that that have contributed to skill development including personal work, life and study

sources of advice on career planning and skill development

types of evidence and methods to develop portfolios of evidence.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources for career development

examples of resumes and career planning resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF201 Support personal wellbeing in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to advocate for and feel empowered about personal wellbeing in the workplace. It involves developing and applying basic knowledge of factors that may influence wellbeing, both positively and negatively.

The unit applies to those in a range of industry and workplace contexts, who work under direct supervision. It may also apply to learners who are preparing to enter the workforce.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Recognise factors that impact personal wellbeing	1.1 Identify personal factors that may impact on wellbeing 1.2 Identify workplace factors that may impact on wellbeing 1.3 Recognise relationship between personal wellbeing and identified workplace factors relevant to own role
2. Plan communication with supervisor	2.1 Select appropriate communication approach 2.2 Identify appropriate method for communication about wellbeing 2.3 Plan relevant content for communication including strategy for dealing with a negative response
3. Communicate with supervisor	3.1 Arrange communication with supervisor 3.2 Conduct communication according to developed plan 3.3 Review effectiveness of communication
4. Investigate available wellbeing resources	4.1 Identify and review wellbeing resources 4.2 Select appropriate wellbeing resources applicable to own workplace 4.3 Document method for accessing selected resources

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets textual information to determine job role and requirements
Oral communication	Participates in discussions using clear language and features appropriate to audience Uses listening and questioning techniques to request assistance and confirm understanding
Enterprise and initiative	Identifies own responsibilities and performs role requirements
Teamwork	Establishes relationship with relevant personnel
Planning and organising	Plans and organises tasks to achieve outcome within timeframes Uses analytical skills to decide on effective techniques to support own wellbeing
Problem Solving	Uses problem solving skills to address a range of issues, seeking advice of others, where necessary

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBWOR201 Manage personal stress in the workplace.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF201 Support personal wellbeing in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop a plan for communication with supervisor

identify and access one formal and one informal wellbeing resource.

In the course of the above, the candidate must:

develop a plan to communicate with supervisor, including:

factors that may impact on own wellbeing, both positively and negatively

appropriate style of communication

appropriate method of communication

strategy to deal with negative response.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common personal and workplace factors that may impact on wellbeing

advantages and disadvantages of different communication styles, including:

passive

assertive

aggressive

methods for communicating with a supervisor

key features of Employee Assistance Programs (EAPs)

common workplace resources for addressing wellbeing.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

challenges and situations to demonstrate the application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF202 Plan and apply time management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement time management processes to organise and complete work tasks. It also addresses skills and knowledge to seek and review feedback for performance improvement regarding time management and use technology appropriate to the task.

The unit applies to individuals working under direct supervision. These individuals apply basic skills and knowledge in a broad range of work settings.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Organise work schedule	1.1 Discuss and agree on work goals and plans with assistance from relevant personnel 1.2 Identify relationship between own work goals and plans, and organisational goals and plans 1.3 Research time management techniques and strategies 1.4 Plan and prioritise work tasks within allocated timeframes
2. Complete work tasks	2.1 Perform tasks according to designated timelines and instructions 2.2 Seek assistance from colleagues when difficulties arise in achieving allocated tasks 2.3 Identify factors affecting work plan 2.4 Communicate progress on work plan to relevant personnel according to organisational policies and procedures
3. Review work performance	3.1 Seek feedback on time management from relevant personnel 3.2 Record changes to time management approach according to task instructions 3.3 Identify and plan opportunities for improvement in discussion with colleagues

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets textual information to determine and adhere to organisational and task requirements
Writing	Completes required documents using organisational formats
Oral communication	Uses listening and questioning techniques to seek information and confirm understanding Participates in verbal interactions using language and features suitable to audience and context
Numeracy	Interprets numerical information related to timeframes
Enterprise and initiative	Complies with organisational policies, procedures and standards
Planning and organising	Prioritises work and completes activities within designated timeframes Identifies and solves routine problems
Technology	Selects and uses appropriate digital tools to complete tasks

Unit Mapping Information

Supersedes and is equivalent to BSBWOR202 Organise and complete daily work activities.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF202 Plan and apply time management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement at least one time management plan with support of relevant personnel.

In the course of the above, the candidate must:

complete each work task within specified timeframe, seeking opportunities to use digital tools where applicable

seek and use feedback from others to monitor and improve work performance.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

time management techniques and strategies

features of a time management plan

organisational standards, policies and procedures relevant to own work role

relationship between own work goals and plans and organisation’s goals and plans

factors affecting work progress and performance improvement techniques.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to challenges and situations to demonstrate application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF301 Organise personal work priorities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.2. Release created to amend typographical error in the foundation skills.

Application

This unit describes the skills and knowledge required to organise personal work schedules, to monitor and obtain feedback on work performance and to maintain required levels of competence.

The unit applies to individuals who exercise discretion and judgement and apply a broad range of competencies in various work contexts.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Organise and complete own work schedule	1.1 Develop work goals and key performance indicators (KPIs) according to task and organisational requirements 1.2 Prioritise workload according to task timeframes 1.3 Identify factors affecting achievement of work objectives 1.4 Develop personal work plans
2. Evaluate own work performance	2.1 Identify variations between expected and actual work performance according to task requirements and KPIs 2.2 Report variations to relevant personnel 2.3 Seek feedback from relevant personnel for solutions to minimise variations in expected and actual work outputs 2.4 Research sources of stress and access appropriate supports according to organisational policies and procedures
3. Coordinate personal skill development and learning	3.1 Identify personal and professional development needs for job role 3.2 Identify opportunities to undertake personal skill development activities in consultation with supervisor 3.3 Access professional development opportunities 3.4 Record professional development undertaken for continuous learning and career development process 3.5 Incorporate feedback into review of further learning needs

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Employs a range of approaches and investigative techniques to source the knowledge necessary to arrange personal learning experiences
Reading	Interprets textual information to determine organisation’s procedures, own work performance and objectives
Writing	Prepares written reports and workplace documents that communicate information clearly and effectively
Oral communication	Provides and receives feedback using specific and relevant language Uses listening and questioning techniques to confirm understanding
Self-management	Complies with organisational policies, procedures and protocols
Teamwork	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role Proactively collaborates with others to achieve specific goals
Planning and organising	Plans and organises work commitments to ensure deadlines and objectives are met Uses formal analytical thinking techniques to recognise and respond to routine problems
Technology	Uses digital systems and tools to enter, store and monitor information

Unit Mapping Information

Supersedes and is equivalent to BSBWOR301 Organise personal work priorities and development.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF301 Organise personal work priorities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.2. Release created to amend typographical error in the foundation skills.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare and implement a personal work plan.

In the course of the above, the candidate must:

prepare a work plan according to organisational requirements and work objectives

use technology to schedule, prioritise and monitor completion of tasks in a work plan

assess and prioritise own work tasks and address contingencies

monitor and assess personal performance against job role requirements by seeking feedback from relevant personnel

identify personal development needs and access, complete and record skill development and learning.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures relevant to work tasks

goals, objectives and key performance indicators for task within scope of job role

methods to elicit, analyse and interpret feedback when communicating with other people in the workplace

content of work plans including:

timeframes

tasks requirements

risks

contingencies for identified risks

types of personal learning and professional development requirements

principles and techniques of goal setting, measuring performance and time management

signs and sources of stress and strategies to deal with stress in the workplace

methods to identify and prioritise personal learning needs.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

challenges and situations to demonstrate application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF302 Develop self-awareness

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to improve self-reliance to confidently perform work tasks within the scope of own responsibility. It involves reflecting on personal development and acquiring knowledge of personal strengths and weaknesses through feedback from others. It also involves the development of goals and plans to improve workplace performance.

The unit applies to individuals who exercise discretion and judgement and apply a broad range of competencies in various work contexts. These individuals are required to develop and extend their self-reliance, self-esteem and confidence.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate attitudes and values	1.1 Identify and assess differences between a personal attitude and value 1.2 Identify and document role of attitudes and values within the workplace 1.3 Evaluate and record relationship between attitudes and values
2. Assess own skills	2.1 Identify impacts of personal adaptability and flexibility for achieving organisational goals 2.2 Analyse role of personal motivation and self-awareness in achieving own goals and organisational goals 2.3 Review and document role of commitment and resilience in the workplace
3. Apply self-awareness in the workplace	3.1 Review personal strengths and weaknesses and their implications for self-awareness 3.2 Create an action plan to develop self-awareness 3.3 Communicate action plan to relevant personnel and seek feedback 3.4 Revise and implement plan with guidance from relevant personnel
4. Develop strategies for ongoing improvement	4.1 Evaluate own ability to improve workplace performance 4.2 Develop strategies to meet opportunities for ongoing personal development 4.3 Monitor and revise action plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Applies existing thinking and current practices to examine self-awareness Researches activities and articles on relevant topics
Writing	Creates records on observations, experiences and thoughts Prepares documents to monitor and reflect on performance
Oral communication	Participates in a verbal exchange of observations and elicits the view and opinions of others by listening and questioning
Teamwork	Collaborates with others to test, strengthen and explore self-awareness and different ways of thinking

Unit Mapping Information

Supersedes and is equivalent to BSBWRK311 Develop self-awareness.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF302 Develop self-awareness

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and improve self-awareness in at least three different work tasks.

In the course of the above, the candidate must:

identify and document difference between an attitude and value

identify the role of personal and other values in the workplace

review influence of diverse values and attitudes on self-awareness and working environments

develop and implement a self-awareness action plan

interact and apply self-awareness with others as suitable for job role

respond with self-awareness to changing situations.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

differences between attitudes and values

factors contributing to effectiveness of own workplace performance

features of personal motivations and implications for workplace development

strategies and documentation for a self-awareness action plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to challenges and situations to demonstrate application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF401 Manage personal health and wellbeing

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify signs and sources of strain on personal health and wellbeing (both physical and mental) within job roles and according to key performance indicators (KPIs).

The unit applies to individuals who operate with a high level of autonomy, have excellent communication skills and apply knowledge of organisational policies and relevant legislation.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review health and wellbeing framework	1.1 Identify factors in the work environment that may impact on own physical and mental health 1.2 Research techniques for management of own physical health and mental wellbeing 1.3 Assess available resources for inclusion as part of personal health and wellbeing strategy 1.4 Review legislative and organisational policies and procedures relating to health and wellbeing
2. Develop and implement personal health and wellbeing strategy	2.1 Develop strategy for managing personal health and wellbeing 2.2 Share personal health and wellbeing strategy with relevant personnel 2.3 Schedule activities that align with personal health and wellbeing strategy
3. Review personal health and wellbeing strategy	3.1 Monitor own performance against key performance indicators 3.2 Identify new circumstances impacting work requirements and impact on personal health and wellbeing strategy 3.3 Review and update personal health and wellbeing strategy to reflect new circumstances

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Analyses and compares specific and complex text to determine and distinguish requirements
Writing	Develops documents that clearly explain ideas and advice Records information using required tools
Numeracy	Interprets mathematical information related to timelines
Enterprise and initiative	Identifies legislative responsibility to provide a safe working environment
Planning and organising	Plans and monitors tasks to ensure deadlines are met and competing demands are accommodated Establishes, implements and monitors strategies, development plans and actions Uses problem-solving techniques to analyse and address issues that arise

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBWOR403 Manage stress in the workplace.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF401 Manage personal health and wellbeing

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, implement and review one personal health and wellbeing strategy.

In the course of the above, the candidate must:

evaluate factors that may impact personal health and wellbeing in own personal life and work environment

locate and assess applicable resources

present personal health and wellbeing strategy to relevant personnel

monitor variations in personal circumstances and work performance affecting health and wellbeing.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

techniques for management of physical health

techniques for management of mental wellbeing

time management tools and techniques

key features of organisational policies and procedures relating to health and wellbeing

requirements under work health and safety (WHS) legislation to address workplace stress.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to challenges and situations to demonstrate the application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF402 Develop personal work priorities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan and prioritise own work tasks. It also addresses the skills and knowledge to monitor and obtain feedback on personal work performance.

The unit applies to individuals who are required to design their own work schedules and work plans and to establish priorities for their work. They will typically hold some responsibilities for the work of others and have some autonomy in relation to their own role.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan personal work schedule	1.1 Identify task requirements 1.2 Identify own accountabilities in line with task requirements 1.3 Assess barriers for performance of personal accountabilities 1.4 Develop a personal work schedule
2. Implement personal work schedule	2.1 Communicate personal work schedule to relevant personnel 2.2 Monitor own performance according to personal work schedule 2.3 Document variations between expected and actual work performance according to task requirements and communicate to relevant personnel
3. Review personal work priorities	3.1 Seek and evaluate feedback from relevant stakeholders on own work performance 3.2 Analyse variations between expected and actual work performance 3.3 Update personal work schedule according to internal and external feedback and changes in circumstances

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Develops strategies to reflect on own performance and obtain feedback
Reading	Identifies and applies textual information from relevant sources to understand organisation’s policies and practices
Writing	Prepares written reports and workplace documentation that communicate complex information clearly and effectively
Numeracy	Analyses numerical information related work accountabilities
Enterprise and initiative	Identifies and understands roles and responsibilities in relation to organisational objectives, policies and procedures
Planning and organising	Plans, organises and implements tasks to meet organisational requirements Uses the main features and functions of digital technologies and tools to complete work tasks efficiently and effectively

Unit Mapping Information

Supersedes and is equivalent to BSBWOR404 Develop work priorities.

Supersedes but is not equivalent to:

BSBSMB408 Manage personal, family, cultural and business obligations

BSBWOR424 Develop a time management plan.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF402 Develop personal work priorities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, implement and review one personal work schedule.

In the course of the above, the candidate must:

identify personal responsibilities and barriers to their fulfilment according to task requirements

prepare a personal work schedule

communicate work schedule to relevant personnel

monitor personal work performance to identify variations between expected and actual work performance

review own work performance against workgroup objectives through self-assessment and seeking and acting on feedback from internal and external stakeholders.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

content of work plans including:

resource requirements

stakeholder needs

workgroup targets

business technology applications to schedule tasks and plan work

methods of personal work performance review including:

self-assessment

feedback from others

techniques to prepare personal plans and establish priorities

methods to elicit, analyse and interpret feedback.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to challenges and situations to demonstrate the application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF403 Lead personal development

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to take responsibility for conscious decision -making processes to contribute to own personal development in the workplace.

The unit applies to individuals who require enhanced personal and social awareness skills within the workplace and personal situations.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate personal development needs	1.1 Identify impact of personal motivations, attitudes and values on workplace relationships 1.2 Analyse and record instances of personal interpersonal biases impacting workplace relationships 1.3 Create a self-regulation management plan according to organisational policy 1.4 Seek feedback on plan from relevant personnel and adjust as appropriate
2. Implement personal development techniques	2.1 Monitor impact on personal performance and on others according to self-regulation management plan 2.2 Identify tasks and opportunities to contribute to the development of emotional intelligence in others 2.3 Develop strategies for reviewing strengths and limitations of personal development
3. Review and refine personal development	3.1 Identify key areas to sustain health, growth and wellbeing and coping safely and efficiently in working environment 3.2 Assess and document own interpersonal skills 3.3 Review interpersonal styles and their impacts in the workplace 3.4 Review and update self-regulation management plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Writing	Develops texts dealing with complex ideas and concepts using specialised and detailed language to convey explicit information regarding personal development
Enterprise and initiative	Identifies the implications of behaviour, language and other organisational responsibilities in carrying out own role
Planning and organising	Takes responsibility for developing and implementing plans and processes to achieve organisational objectives, seeking feedback and advice, as required

Unit Mapping Information

Supersedes and is equivalent to BSBWRK412 Contribute to personal development.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF403 Lead personal development

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and adapt one self-regulation plan to enhance workplace performance using understanding of emotional intelligence.

In the course of the above, the candidate must:

research and plan opportunities for own personal development

identify and record areas for further development in own behaviour in relation to others

interact and apply self-awareness with others as suitable to and within job role

monitoring progress of own interpersonal skills.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

differences between positive and negative workplace behaviour

types of interpersonal skills including managing emotions and reactions to ongoing work experiences

interpersonal skill concepts

factors affecting the development of attitudes and values

features of personal motivations and implications for workplace development

key feature of emotional intelligence in leading personal development.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to challenges and situations to demonstrate the application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF501 Manage personal and professional development

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement systems and process that support the personal and professional development of self and others.

The unit applies to individuals working in a range of managerial positions who are accountable for the development and performance of others.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Manage work goal development	1.1 Document team member responsibilities and identify organisational framework for development of work goals 1.2 Support others to develop work goals, plans and activities that align with their responsibilities 1.3 Assess others’ work goals, plans and activities for alignment with organisational goals and provide feedback to team members 1.4 Facilitate access to personal and professional development opportunities that align to team member goals, plans and activities
2. Facilitate achievement of work priorities	2.1 Assess and prioritise personal, team and organisational demands 2.2 Use technology to manage work priorities of the team 2.3 Identify and implement techniques to manage team health and wellbeing in the workplace
3. Develop and maintain professional competence	3.1 Document own development needs, priorities and plans using applicable competency standards, where required 3.2 Seek feedback from relevant personnel on own development needs 3.3 Participate in personal and professional development activities that address identified needs, priorities and plans

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Investigates and uses a range of strategies to develop personal competence
Reading	Analyses and interprets textual information from organisational policies and practices or feedback to inform personal development planning
Writing	Uses feedback to prepare reports that summarise ways to improve competence
Oral communication	Uses active listening and questioning to seek and receive feedback
Enterprise and Initiative	Identifies how own role contributes to broader organisational goals Considers organisational protocols when planning career development of self and others
Teamwork	Selects and uses appropriate conventions and protocols when communicating with diverse stakeholders Uses interpersonal skills to establish and build positive working relationships with others
Planning and organising	Plans and prioritises tasks in order to meet deadlines, manage role responsibilities and to manage own personal welfare Identifies and uses appropriate technology to improve work efficiency
Technology	Uses technology to manage and prioritise work tasks

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBLED503 Maintain and enhance professional practice

BSBWOR501 Manage personal work priorities and professional development.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF501 Manage personal and professional development

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement a plan for own personal and professional development

manage personal and professional development of at least two other individuals.

In the course of the above, the candidate must:

identify roles and responsibilities of team members

support two different individuals to develop work goals that align with their role and responsibilities

facilitate team member access to relevant personal and professional development activities

use technology to organise and prioritise tasks and commitments of a team or work area

research and implement techniques for maintaining health and wellbeing of self and others

develop personal work goals, plans and activities to meet work goals

measure personal work performance, including assessing competency against competency standards

participate in personal and professional development activities to develop professional competence.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

roles and responsibilities of team members

principles and techniques involved in the management or organisation of:

performance measurement

personal behaviour, selfawareness and personality traits identification

personal development plans

personal goal setting

task prioritisation

common personal and professional development activities relevant to the industry

technology to plan and prioritise work tasks

techniques to manage health and wellbeing in the workplace

organisation’s human resources policies and procedures relevant to professional development.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to challenges and situations to demonstrate the application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPEF502 Develop and use emotional intelligence

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and use emotional intelligence to increase self-awareness, self-management, social awareness and relationship management in the workplace.

The unit applies to individuals who are required to identify, analyse, synthesise and act on information from a range of sources and who deal with unpredictable problems as part of their job role. These individuals may be responsible for leading a team or work area.

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

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop emotional intelligence	1.1 Develop evaluation criteria for assessing emotional strengths and weaknesses 1.2 Assess emotional strengths and weaknesses against evaluation criteria 1.3 Identify and analyse potential emotional stressors in the workplace 1.4 Identify methods for responding to emotional stressors 1.5 Seek feedback from others to identify and confirm methods for responding to emotional stressors in the workplace
2. Develop emotional intelligence	2.1 Analyse and document emotional responses of co-workers 2.2 Develop a plan for identifying and responding to a range of emotional expressions 2.3 Apply techniques that indicate flexibility and adaptability in dealing with others in the workplace 2.4 Apply techniques that show consideration for the emotions of others when making decisions 2.5 Consult with relevant stakeholders and identify improvement areas for own emotional intelligence
3. Promote development of emotional intelligence in others	3.1 Identify workplace opportunities for others to express their thoughts and feelings 3.2 Develop tasks for assisting others to understand effect of personal behaviour and emotions on others in the workplace 3.3 Implement identified opportunities and tasks in the workplace according to organisational policy and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Identifies and uses strategies to improve own emotional intelligence
Oral communication	Uses appropriate language and nonverbal features to present information and seek feedback Uses listening and questioning skills to elicit the views of others and to clarify or confirm understanding
Teamwork	Identifies personal attributes and considers the impact on others and modifies approach to support development Adapts personal communication style to model behaviours, build trust and positive working relationships and to build understanding of emotional intelligence Leads a collaborative approach, using inquiring and inclusive techniques, to develop understanding and skills that enhances individuals’ emotional intelligence
Enterprise and Initiative	Leads processes to develop, implement and monitor plans and processes to ensure team engagement and effectiveness

Unit Mapping Information

Supersedes and is equivalent to BSBLDR511 Develop and use emotional intelligence.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPEF502 Develop and use emotional intelligence

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

demonstrate emotional intelligence in relation to at least two different work tasks

promote development of emotion intelligence in others on at least one occasion.

In the course of the above, the candidate must:

develop assessment criteria to assess personal emotional strengths and weaknesses

conduct an analysis to identify personal emotional triggers, incorporating feedback from others

analyse and document interactions with co-workers

develop and implement plans for responding to emotional expressions

apply techniques that promote flexibility in interactions with others and show consideration for the emotions of others.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

application of emotional intelligence attributes, including:

self-awareness

self-management

social awareness

relationship management

emotional intelligence principles and strategies

strategies for communicating with a diverse workforce that has varying expressions of emotion

methods to develop emotional intelligence in others

emotional intelligence in the context of building workplace relationships.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to challenges and situations to demonstrate the application of performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG420 Apply project scope management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to contribute to the project’s scope by assisting with identifying its objectives, deliverables, constraints, assumptions and outcomes. It also involves applying controls once the project has commenced and contribute to reviewing the suitability of those controls.

The unit applies to individuals who support project managers and other team members to apply project scope management techniques.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to defining project scope	1.1 Participate in identifying project objectives and requirements and review project initiation documentation 1.2 Contribute to identifying project deliverables 1.3 Contribute to identifying measurable outcomes to enable evaluation of project performance 1.4 Contribute to developing and documenting the scope management plan 1.5 Confirm approval of project scope with relevant project authority
2. Apply project scope controls	2.1 Undertake work according to agreed project scope management plan 2.2 Identify and respond to variations according to established change control procedures within scope of own responsibility 2.3 Communicate instances of non-compliance with overall scope to the project manager and other team members
3. Contribute to review of scope controls	3.1 Identify scope changes against scope management plan with assistance 3.2 Contribute to reporting scope changes 3.3 Participate in reviewing effectiveness of project outcomes

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Identifies and analyses complex texts
Writing	Contribute to developing and amending plans and associated documentation using appropriate organisational formats and vocabulary
Oral Communication	Interacts effectively in verbal exchanges, using clear language to convey information, and active listening and questioning to clarify understanding
Numeracy	Selects and applies a range of mathematical and problem-solving strategies to contribute to developing timelines and monitoring progress
Teamwork	Uses appropriate communication practices in a range of work contexts Collaborates and cooperates with others to achieve shared goals
Planning and organising	Contributes to plans and organises tasks required to monitor and report on project implementation Analyses outcomes to identify future improvements

Unit Mapping Information

Supersedes and is equivalent to BSBPMG409 Apply project scope management techniques.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG420 Apply project scope management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support project managers and other team members to apply project scope management techniques during at least two different projects.

In the course of the above, the candidate must:

work according to project scope management plan including established change control procedures and performance measurement procedures

contribute to delineating and controlling project scope

communicate with the project manager and other team members

record project scope management plan

interpret and follow project initiation documentation for purposes of documenting project scope.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

components of project scope management plans including:

established change control procedures

performance measurement indicators

factors likely to impact project scope

procedures relating to scope change including:

formal change-control processes

reporting change

methods for measuring work outcomes and progress against plans

methods for reviewing project outcomes

scope control methods

types of project initiation documentation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

project documentation which includes information about project scope.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG421 Apply project time management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist with project scheduling activities, apply and monitor the agreed project schedule, and evaluate the effectiveness of time management for the project.

The unit applies to individuals who are project practitioners working in a project support role.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist in developing project schedule	1.1 Contribute to developing work breakdown structure 1.2 Contribute to estimating duration and effort, sequence and dependencies of tasks to achieve project deliverables 1.3 Contribute to identifying schedule impact on project time management, resource requirements, costs and risks using project scheduling tools and techniques 1.4 Contribute to achieving an agreed schedule baseline and communicating the schedule to stakeholders
2. Maintain project schedule	2.1 Record and report progress of activities in relation to agreed schedule using selected tool 2.2 Record baseline variance between actual and planned progress 2.3 Contribute to forecasting impact of change on the schedule and analysing options 2.4 Update task status and agreed changes to maintain currency and accuracy of schedule
3. Participate in assessing time-management outcomes	3.1 Participate in determining effectiveness of time management from review of project performance 3.2 Contribute to document scheduling and time-management issues and responses to assist in project evaluation

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Interprets project documentation to determine scheduling requirements and review performance
Writing	Documents project activities using structure, layout, vocabulary, and conventions appropriate to context
Oral Communication	Interacts effectively in verbal exchanges, using clear language and appropriate features to convey information Uses active listening and questioning to elicit and assess relevant information
Numeracy	Selects and applies a range of mathematical strategies to contribute to determining resources and measuring work output against a predetermined timeline
Planning and organising	Contributes to plans and implements tasks required to monitor implementation of plans Contributes to reviews and reflections on outcomes to identify whether objectives were met Uses digital tools to enter, analyse and present data and information

Unit Mapping Information

Supersedes and is equivalent to BSBPMG410 Apply project time management techniques.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG421 Apply project time management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support project managers and other team members to apply project time management techniques during at least two different projects.

In the course of the above, the candidate must:

create a project schedule showing tasks, deliverable milestones, sequence, dependencies and time estimates

apply time-management techniques in a project

use relevant tools and techniques to maintain, monitor and update a project schedule.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

contents of work breakdown structure detail to enable effective project planning and control

implications of time management for project resources, costs and risks

methods for estimating task duration and resource requirements

tools and techniques for managing project time and their particular applications

methods to evaluate the effectiveness of time management

techniques used to measure, record and report progress of activities.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation relevant to project management

planning tools.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG422 Apply project quality management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error in the performance criteria.

Application

This unit describes the skills and knowledge required to enhance project outcomes by contributing to quality planning, applying quality policies and procedures, and contributing to continuous improvement in projects.

The unit applies to individuals who are project practitioners working in a project support role.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to project quality planning	1.1 Contribute to determining quality requirements of project stakeholders 1.2 Contribute to identifying quantifiable quality criteria for project deliverables 1.3 Locate and interpret policy and procedures for project quality 1.4 Contribute to developing quality requirements in the project plan and processes
2. Apply quality policies and procedures	2.1 Implement quality assurance in the project according to agreed quality standards and guidelines 2.2 Select and apply quality management tools and techniques to project processes according to organisational policy 2.3 Maintain quality-control records and audit documentation according to agreed procedures 2.4 Identify and maintain records against agreed quality requirements 2.5 Communicate shortfalls in quality outcomes to others to enable appropriate action to be initiated
3. Contribute to project continuous improvement process	3.1 Participate in a continuous improvement processes and review project outcomes 3.2 Report quality management issues and responses to others for application to future projects

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Reviews and evaluates project documentation and stakeholder feedback
Writing	Prepares and updates documentation, using appropriate language, and matching style of writing to purpose and audience Creates and updates records according to organisational requirements
Oral Communication	Uses clear language to share and review information with others
Numeracy	Extracts and evaluates mathematical information embedded in a range of tasks and texts
Self-management	Adheres to policies, procedures and legislative requirements
Teamwork	Selects appropriate communication practices in a range of work contexts Collaborates and cooperates with others to achieve shared goals
Planning and organising	Plans and organises tasks and activities to apply organisational quality compliance requirements Uses formal and informal processes to monitor implementation of plans and reflect on outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBPMG411 Apply project quality management techniques.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG422 Apply project quality management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error in the performance criteria.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support project managers and other team members to apply project quality management techniques during at least two different projects.

In the course of the above, the candidate must:

work in a team environment to plan and develop quality management and continuous improvement parameters

apply quality management techniques in a project relevant to the organisation and industry context

maintain accurate quality records

contribute to project continuous improvement process.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policy and procedures for project quality

continuous improvement processes

quality-assurance processes and requirements

quality-control processes and requirements

quality criteria relevant to industry

quality management tools and methodologies relevant to industry and organisation

quality standards and their place in the project life cycle.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

project documentation used for quality management purposes

project records.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG423 Apply project cost management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist in producing a project budget, to monitor project expenditure and contribute to cost finalisation processes.

The unit applies to individuals who are project practitioners working in a project support role.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist in developing project budget	1.1 Identify project objectives, duration, deliverables and resource requirements 1.2 Apply cost-estimating methods and calculate costs of project resource requirements 1.3 Identify estimated costs for tasks and activities 1.4 Communicate cost estimates to relevant staff and confirm accuracy and obtain input for project budget and cash flow management 1.5 Contribute to finalisation of project budget and costs 1.6 Contribute to developing cost management strategies and processes
2. Monitor project costs	2.1 Monitor income and expenditure against project budget and established cost estimates at predetermined intervals 2.2 Identify and report variations in budget using established project cost methods, techniques and tools 2.3 Assist in managing budget and costs using established cost management strategies and processes 2.4 Confirm cost objectives remain achievable throughout project life cycle 2.5 Update cost estimates and budget according to income and expenditure
3. Contribute to cost-finalisation process	3.1 Assist relevant personnel to review final project outcomes, budget and costs 3.2 Seek feedback and identify cost-management improvements 3.3 Document cost-management improvements based on feedback received

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Prepares reports and reviews matching writing style to purpose and audience
Oral Communication	Uses clear language and appropriate features to convey and discuss cost-management issues
Numeracy	Extracts and evaluates mathematical information embedded in a range of tasks and texts Uses a range of informal and formal oral and written mathematical language and symbols to communicate mathematically
Self-management	Identifies and follows protocols
Teamwork	Collaborates and cooperates with others to achieve shared goals
Planning and organising	Reflects on outcomes to identify future improvement opportunities

Unit Mapping Information

Supersedes and is equivalent to BSBPMG412 Apply project cost management techniques.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG423 Apply project cost management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support project managers and other team members to apply project cost management techniques during at least two different projects.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

budgeting processes

cost estimation methods, techniques and tools

project life cycle

cost management strategies and processes

financial assets, liabilities and records

cost management tools and techniques.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

project management budgets and related documentation

organisational policies and procedures relating to financial assets, liabilities and records.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG424 Apply project human resources management approaches

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.0. Release created to amend typographical error in the foundation skills.

Application

This unit describes the skills and knowledge required to assist with aspects of human resources management of a project. It involves establishing human resource requirements, identifying and facilitating the learning and development needs of people working on the project and resolving conflict in the team.

The unit applies to individuals who are project practitioners working in a project support role.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish human resource requirements	1.1 Identify human resource and project task requirements 1.2 Create work breakdown structure including human resources according to task requirements 1.3 Prepare a skills analysis of project stakeholders against project task requirements 1.4 Assist in identifying and discussing learning and development needs, goals, desired outcomes and relationships with relevant staff 1.5 Assist in assigning responsibilities to staff members for achieving project deliverables according to goals and desired outcomes
2. Maintain team relationships	2.1 Facilitate a team environment for staff members learning and development needs to be met 2.2 Confirm that key stakeholders in teams are establishing relationships and achieving desired outcomes 2.3 Identify challenges and conflict within teams 2.4 Assist in communicating with individuals and teams to resolve conflict where required 2.5 Communicate with staff members and identify barriers to achieving desired outcomes
3. Monitor human resources	3.1 Monitor task completion by relevant stakeholders against assigned roles and responsibilities 3.2 Assist in reviewing skill levels against allocated tasks and recommend solutions according to organisational requirements 3.3 Communicate with relevant stakeholders when assigned responsibilities are not met 3.4 Assist in offering human resource development opportunities to individuals with skill gaps
4. Evaluate human resource practices	4.1 Assist in reviewing the effectiveness of project human resources management 4.2 Seek and discuss feedback from relevant stakeholders 4.3 Make changes to human resource practices based on feedback received

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Learning	Seeks feedback from others as a strategy to improve own skills or knowledge
Reading	Identifies and interprets information from organisational documentation
Writing	Develops a range of documents using structure and vocabulary appropriate to audience, context and purpose
Oral Communication	Participates in a range of verbal exchanges using clear language and appropriate non-verbal features to provide and seek information Uses active listening and questioning techniques to elicit views and opinions of others
Self-management	Understands responsibilities associated with own role
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction Uses a range of strategies to facilitate solutions to conflicts
Planning and organising	Plans and implements required tasks, monitors actions against requirements, and adjusts plans and resources to cope with contingencies Reflects on outcomes to identify opportunities for future improvement
Problem solving	Uses a range of strategies to facilitate solutions to conflicts

Unit Mapping Information

Supersedes and is equivalent to BSBPMG413 Apply project human resources management approaches.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG424 Apply project human resources management approaches

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.0. Release created to amend typographical error in the foundation skills.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

support project managers and other team members to apply project human resources management techniques during at least two different projects.

In the course of the above, the candidate must:

construct effective methods for monitoring roles, responsibilities and performance in projects

demonstrate methods for providing feedback on performance and improving performance of project team members

communicate information and ideas to others in a logical, concise and understandable manner

undertake work in a multi-disciplinary environment according to established human resource management practices, plans, guidelines and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

project personnel engagement options

job design principles and work breakdown structures

learning and development approaches that can be incorporated into project life cycle

methods for skills analysis

project roles, responsibilities and reporting requirements for human resources

styles and methods of communication according to organisational standards, group expectations and desired outcomes

conflict resolution strategies

stakeholder engagement styles.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG425 Apply project information management and communications techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error within the foundation skills.

Application

This unit describes the skills and knowledge required to provide a critical link between people, ideas and information at all stages in the project life cycle. It involves assisting the project team to plan communications, communicating information related to the project, and reviewing communications.

The unit applies to individuals who are project practitioners working in a project support role.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to communication procedures planning	1.1 Identify project needs and organisational objectives 1.2 Contribute to developing project communications plan networks and techniques 1.3 Agree on and document communication procedures 1.4 Seek feedback on communication plan, networks and techniques from clients and other relevant stakeholders 1.5 Modify communication plan according to feedback
2. Conduct information-management activities	2.1 Identify, gather and analyse project information 2.2 Communicate procedures for storing stakeholder information to relevant stakeholders according to organisational policies and procedures 2.3 Store information and confirm data is secure and auditable
3. Communicate project information	3.1 Communicate with clients and other stakeholders according to agreed communication plan, networks and techniques and confirm flow of necessary information 3.2 Seek feedback from relevant project authorities on information management 3.3 Confirm reports are prepared and released according to organisational policies and procedures
4. Contribute to assessing effectiveness of communication	4.1 Assist in ongoing review of project outcomes and determine effectiveness of communications-management activities 4.2 Seek feedback and advice from relevant stakeholders on communications-management activities 4.3 Document communications-management issues and responses 4.4 Communicate issues and responses to higher project authorities

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies textual information from a range of sources and determines how content may be applied
Writing	Contributes to the development of plans and reports using structure and vocabulary appropriate to audience, context and purpose Maintains records according to organisational requirements
Planning and organising	Manages information storage, retrieval and sharing, according to security requirements
Oral Communication	Participates in verbal exchanges using clear language and appropriate non-verbal features to provide and seek information Uses active listening and questioning techniques to elicit views and opinions of others
Self-management	Identifies importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate, with whom, why and how
Teamwork	Collaborates and cooperates with others to achieve shared goals
Problem-solving	Sequences and schedules required tasks, monitors implementation and manages relevant communication Reviews outcomes to identify opportunities for future improvements Manages information storage, retrieval and sharing, according to security requirements

Unit Mapping Information

Supersedes and is equivalent to BSBPMG414 Apply project information management and communications techniques.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG425 Apply project information management and communications techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error within the foundation skills.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to project information management and communications techniques during at least two different projects.

In the course of the above, the candidate must:

plan and implement necessary communications for a workplace project

evaluate and review the above project communication outcomes and make recommendations for future improvements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

models and methods of communications management in context of project life cycle and other project management functions

information security

methods of reviewing outcomes

organisational policies and procedures to fulfil performance criteria.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of project management documentation for communications-management purposes

documentation about project team involvement in communications activities

relevant organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG426 Apply project risk management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist with aspects of risk management in a project. It specifically involves planning for, controlling and reviewing risks associated with the project, and assisting in this process where required.

The unit applies to individuals who are project practitioners working in a project support role.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist with risk analysis and planning	1.1 Identify project deliverables, objectives and resources 1.2 Identify and prioritise potential and actual risks of project, and advise project manager 1.3 Establish with relevant personnel risk-analysis methods, techniques and tools 1.4 Contribute to developing risk management strategies, approaches and plans according to organisational policies and procedures 1.5 Contribute to developing and implementing risk-reporting mechanisms
2. Review risks and execute risk-control activities	2.1 Monitor actual and potential risks according to agreed project and risk management plans and advise project manager of changing circumstances 2.2 Identify opportunities and changing environment for project activities, and advise project manager 2.3 Contribute to amending project and risk management plans and confirming plans reflect the changing environment 2.4 Contribute to reporting opportunities for risk control
3. Develop contingency plan	3.1 Contribute to corrective action on risks according to risk management plan and delegated authority 3.2 Contribute to review of contingency plans on an ongoing basis 3.3 Confirm tasks allocated to individuals and teams are agreed with supervisor before implementation 3.4 Apply and monitor risk-contingency measures
4. Contribute to assessing risk management outcomes	4.1 Contribute to ongoing review of project outcomes and determine effectiveness of risk management activities 4.2 Seek feedback and identify risk management issues 4.3 Report risk management issues and responses to relevant stakeholders 4.4 Make changes to project management techniques based on feedback received

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Documents results of analyses using required organisational formats Contribute to project documentations using structure and vocabulary appropriate to audience, context and purpose
Oral communication	Participates in a range of verbal exchanges using clear language and non-verbal features to provide relevant information Uses active listening and questioning techniques to elicit views and opinions of others
Self-management	Identifies responsibilities of own role in terms of its contribution to broader goals of work environment
Teamwork	Selects appropriate communication protocols in a range of work contexts Collaborates and cooperates with others to achieve shared goals
Planning and organising	Sequences and schedules required tasks and activities and manages relevant communication Identifies outcomes to identify opportunities for future improvement

Unit Mapping Information

Supersedes and is equivalent to BSBPMG415 Apply project risk management techniques.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG426 Apply project risk management techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply project risk management techniques during at least two different projects.

In the course of the above, the candidate must:

assist project manager in identifying and prioritising potential risks and developing risk-management strategies, plans and reporting mechanisms

apply, monitor and review risk-control measures, including contingency measures to mitigate risks

evaluate, review and report on risk-management processes and make recommendations for future improvements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

risk-analysis methods, techniques and tools, including:

risk management strategies, plans and approaches

risk-reporting mechanisms for projects

collection methods for project risk records and other information according to organisational policies and procedures

risk-contingency measures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

project management documentation for risk management

workplace risk management policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG427 Apply project procurement procedures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist with procurement for a project. It involves identifying procurement requirements, assisting with supplier selection, conducting procurement activities, and assisting with procurement finalisation activities for the project.

The unit applies to individuals who are project practitioners working in a project support role.

The project assistant may be part of a project team under the direction of a project manager, or may work as part of a smaller scale, self-directed team.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist with procurement planning	1.1 Contribute to establishing procurement requirements according to project objectives 1.2 Contribute to developing procurement-management plan and documentation
2. Contribute to supplier selection process	2.1 Gather and evaluate information on potential suppliers 2.2 Make recommendations and assist in selection of preferred suppliers 2.3 Contribute to establishing agreed terms and conditions with preferred suppliers 2.4 Assist relevant personnel in establishing and checking relevant stakeholders perform agreed terms 2.5 Assist in developing contractual documentation
3. Conduct procurement activities	3.1 Test and accept supplies and confirm fit for purpose in both quality and suitability 3.2 Undertake procurement activities and maintain information according to reporting, confidentiality and audit requirements 3.3 Receive, reconcile and register supplies according to established procedures 3.4 Monitor and control suppliers and contractual supply documentation
4. Assist in finalising procurement activities	4.1 Assist in finalising procurement activities 4.2 Assist in review of project outcomes using available records to determine effectiveness of procurement activities 4.3 Contribute to making changes to project procurement procedures based on feedback received

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from a variety of texts
Writing	Contributes to developing project documents using vocabulary and structure appropriate to audience, context and purpose Completes project documentation using required formats and structure
Oral Communication	Participates in verbal exchanges using clear language and appropriate non-verbal features to provide and seek information Uses questioning and listening skills to check and confirm understanding
Numeracy	Uses basic mathematical formula to calculate whole numbers and decimals to confirm financial accounts match purchased items
Initiative and enterprise	Understands responsibilities and boundaries associated with own role Adheres to organisational policies and procedures when planning and undertaking work
Teamwork	Uses accepted communication practices and protocols to share or provide information Collaborates with others to achieve project outcomes
Planning and organising	Plans, organises and implements tasks required to achieve outcomes according to organisational requirements Reflects on outcomes to gain insights into future improvements

Unit Mapping Information

Supersedes and is equivalent to BSBPMG416 Apply project procurement procedures.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG427 Apply project procurement procedures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assist application of project procurement processes during at least two different projects.

In the course of the above, the candidate must:

document procurement requirements for a workplace project, including clear descriptions of product and service, quality specifications, resource identification, supply and delivery requirements and supply and engagement metrics

apply procurement-management procedures to a workplace project, including selection criteria, testing and accepting, monitoring and receiving supplies

finalise procurement agreements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

procurement-management policy, processes and procedures

procurement documentation requirements

components of contractual documentation and the legal obligations of all parties

process used to select preferred contractors

project procurement-management tools and techniques.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of project procurement documentation

examples of procurement tasks and activities

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG428 Apply project life cycle management processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist in implementing project life cycle management processes.

The unit applies to individuals who are project practitioners working in a project support role.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist in establishing project	1.1 Identify project scope 1.2 Identify relevant project stakeholders and team members 1.3 Identify project initiation documentation 1.4 Assist in negotiating and documenting project objectives, outcomes and benefits 1.5 Identify relationship between the project and broader organisational strategies and goals 1.6 Assist in establishing the project governance structure
2. Support project planning and design processes	2.1 Assist in drafting a project charter for approval 2.2 Assist in developing a project budget 2.3 Support relevant personnel in breaking down project objectives into deliverables 2.4 Identify project milestones and map clearly against time and objectives 2.5 Assist in compiling relevant plans and project baselines for project management plan
3. Assist with project control and execution	3.1 Prepare, maintain and update status reports on project progress and identified challenges 3.2 Seek feedback and changes required to the project from relevant stakeholders 3.3 Assist with undertaking an impact analysis of proposed changes to the project 3.4 Update associated plans and reflect project progress against baselines and approved changes
4. Assist with project finalisation	4.1 Prepare finalised project products and associated documentation for handover to client 4.2 Assist in completing financial, legal and contractual obligations 4.3 Provide feedback and suggestions for improvement to project performance 4.4 Review project performance, assessments and document lessons learned

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Recognises and interprets textual information from a range of sources and determines how content may be applied to organisational requirements
Writing	Uses clear, industry specific terminology, and appropriate structure, to complete and update, workplace documentation Maintains records using required vocabulary and formats
Oral Communication	Participates in verbal exchanges using clear language and appropriate non-verbal features to provide relevant information
Numeracy	Interprets mathematical information to finalise financial obligations and measure work outputs against projections
Self-management	Understands own responsibilities and considers implications of these when negotiating, planning and undertaking work
Teamwork	Collaborates with others as part of familiar routine activities and contributes to specific activities
Problem solving	Reflects on outcomes to identify opportunities for improvement
Planning and organising	Sequences and schedules required tasks, monitors implementation and manages relevant communication
Initiative and enterprise	Adheres to organisational policies and procedures and legislative requirements Identifies importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate, with whom, why and how Uses active listening and questioning to elicit views and opinions of others

Unit Mapping Information

Supersedes and is equivalent to BSBPMG417 Apply project life cycle management processes.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG428 Apply project life cycle management processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assist in implementing project life cycle management process during at least two projects.

In the course of above, the candidate must:

work with others to plan and document a project based on organisational parameters

examine impact that project changes could have on final outcomes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

basic project governance models

project charter

project life cycle stages, phases and structures relevant to industry and project

project planning documents and formats relevant to industry and context

organisational strategies and goals in relation to the project

organisational financial, legal and contractual obligations

methods to prepare project budgets

various types of project initiation documentation

types of project logs and registers in use in this context.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of project documentation, including information about life cycle processes

workplace documentation and resources

relevant legislation, regulations, standards and codes.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG429 Apply project stakeholder engagement techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist in managing stakeholder relationships during a project. It involves ensuring timely and appropriate involvement of key individuals, organisations and groups throughout the project.

The unit applies to individuals who are project assistants working in a project support role.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist in identifying and addressing stakeholder interests	1.1 Assist in identifying stakeholders relevant to project objectives 1.2 Divide stakeholder interests and assist in determining forms of engagement 1.3 Assist in identifying and supporting ways to address differing stakeholder interests
2. Assist stakeholder communications	2.1 Assist in negotiating agreement on project communication method, and content and timing of stakeholder engagement 2.2 Provide support for communication of information within authority levels, by identifying and addressing variances
3. Participate in stakeholder engagement	3.1 Establish and confirm stakeholder behaviour expectations and communication needs 3.2 Confirm and conduct stakeholder engagement according to project objectives and roles
4. Review stakeholder communication	4.1 Discuss with stakeholders relevant staff and own performance review according to project expectations, objectives and roles 4.2 Identify and document relevant staff and own development needs and opportunities

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies and interprets textual information to determine and adhere to objectives
Writing	Documents findings on communication needs using required formats and structure
Oral Communication	Participates in verbal exchanges using clear and detailed language to provide relevant information Uses active listening and questioning techniques to elicit views and opinions of others
Initiative and enterprise	Understands how own role meshes with others and contributes to broader work goals
Teamwork	Identifies importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate, with whom, why and how Collaborates with others as part of familiar routine activities and contributes to specific activities Uses interpersonal skills to build rapport, negotiate agreement and maintain positive working relationships
Planning and organising	Uses analytical skills to identify stakeholders and determine their needs Follows pre-determined plans to achieve required outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBPMG418 Apply project stakeholder engagement techniques.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG429 Apply project stakeholder engagement techniques

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

assist in conducting stakeholder engagements and communication during at least two projects.

In the course of above, the candidate must:

work with others to establish various stakeholders needs and interests

engage with project stakeholders using effective interpersonal skills and appropriate methods of communication

select and use communications methods relevant to the project needs and stakeholder expectations.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

different types of stakeholders

different levels of stakeholder engagement on projects

techniques and strategies for stakeholder engagement

interests and expectations of stakeholders

common problems leading to variances in stakeholder engagement.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

project documentation detailing stakeholder engagement

examples of stakeholder engagement activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG430 Undertake project work

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to undertake a minor project or a section of a larger project. It covers developing a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application to future projects.

The unit applies to individuals who play a significant role in ensuring a project meets timelines, quality standards, budgetary limits and other requirements set for the project.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish project parameters	1.1 Identify project scope 1.2 Define project stakeholders 1.3 Seek clarification from delegating authority of issues related to project and project parameters 1.4 Identify responsibilities of relevant stakeholders and reporting requirements 1.5 Clarify relationship of project to other projects and to the objectives of the organisation 1.6 Identify availability and access of resources for undertaking the project
2. Develop project plan	2.1 Identify risks and develop a risk management plan for project, including Work Health and Safety (WHS) 2.2 Develop project budget and timeframe and seek approval from relevant stakeholders 2.3 Consult team members and apply their views in planning the project 2.4 Identify and access appropriate project management tools 2.5 Develop project plan according to project parameters and deliverables 2.6 Finalise project plan and gain necessary approvals to commence project according to documented plan
3. Administer and monitor project	3.1 Communicate to project team members their responsibilities and project requirements 3.2 Establish and maintain required recordkeeping systems throughout the project 3.3 Implement and monitor plans for managing the project 3.4 Undertake risk management as required
4. Finalise and review project	4.1 Complete financial recordkeeping associated with project and confirm according to agreed budget 4.2 Complete project documentation and obtain sign-offs for concluding project 4.3 Review project outcomes and processes against the project scope and plan 4.4 Document feedback and suggested improvements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Organises, evaluates and critiques ideas and information from a range of complex texts
Writing	Develops plans, reports and recommendations using vocabulary, structure and conventions appropriate to text Establishes and maintains records according to organisational requirements
Numeracy	Uses formal and some informal, oral and written mathematical language and representation to prepare and communicate budgetary and financial information
Oral communication	Participates in verbal discussions using clear language and appropriate features to present or seek information Using listening and questioning skills to seek information and confirm understanding
Self-management	Identifies and responds to organisational and legislative/regulatory requirements
Teamwork	Selects and uses appropriate communication protocols and practices to ensure shared understanding of project roles and expectations Uses collaborative techniques to engage stakeholders in consultations and negotiations
Planning and organising	Develops and implements plans to manage projects that involve diverse stakeholders with potentially competing demands Systematically gathers and analyses all relevant information and evaluates options to make informed decisions Evaluates outcomes of decisions to identify opportunities for improvement
Technology	Uses digital technologies and applications to access, organise and share information

Unit Mapping Information

Supersedes and is equivalent to BSBPMG522 Undertake project work.

Supersedes but is not equivalent to BSBADM407 Administer projects.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG430 Undertake project work

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

undertake project work on a minor project or a section of a larger project.

In the course of the above, the candidate must:

confirm the quality of project outcomes according to expectations of the organisation

consult and communicate with relevant stakeholders to generate input and engagement in planning, implementing and reviewing the project

provide support to team members to enable them to achieve deliverables and to transition them as appropriate at completion of the project.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

project management tools

types of documents and other sources of information commonly used in defining the parameters of a project

mission, goals, objectives and operations of the organisation

relevant legislation and regulations, including work health and safety (WHS) requirements, for project planning

project management processes according to policies and procedures of the organisation and including:

lines of authority and approvals

quality assurance

human resources

budgets and finance

risk management

recordkeeping

reporting.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations, standards and codes

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG530 Manage project scope

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to determine and manage project scope. It involves obtaining project authorisation, developing a scope management plan, and managing the application of project scope controls.

The unit applies to individuals responsible for managing and leading a project in an organisation, business or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Conduct project authorisation activities	1.1 Develop and confirm procedures for project authorisation with an appropriate authority 1.2 Obtain authorisation to expend resources 1.3 Confirm project delegations and authorities in project governance arrangements
2. Define project scope	2.1 Identify and negotiate project boundaries with relevant stakeholders 2.2 Establish measurable project benefits, outcomes and outputs 2.3 Establish a shared understanding of desired project outcomes with relevant stakeholders 2.4 Document scope management plan
3. Manage project scope control process	3.1 Implement agreed scope management procedures and processes 3.2 Monitor impact of scope changes within established time, cost and quality constraints according to change control procedures 3.3 Identify and document scope management issues and recommend improvements for future projects

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Interprets and analyses information from a range of complex texts
Writing	Develops project documentation and procedures using formats and language appropriate to context
Oral Communication	Participates in discussions and negotiations using clear language and appropriate non-verbal features Uses active listening and questioning to elicit views and opinions of others
Numeracy	Interprets numerical information to determine project timelines and measure outcomes against project scope
Initiative and enterprise	Adheres to organisational policies and procedures and considers own role in terms of its contribution to broader goals of work environment
Teamwork	Identifies and uses appropriate conventions and protocols when communicating with diverse stakeholders Collaborates with others to achieve joint outcomes, playing an active role in negotiating and facilitating agreement
Planning and organising	Sequences and schedules complex activities, monitors implementation and manages relevant communications Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of factors into account Uses experience to reflect on ways variables impact outcomes and identify future improvements

Unit Mapping Information

Supersedes and is equivalent to BSBPMG511 Manage project scope.

Supersedes but is not equivalent to BSBPMG602 Direct the scope of a project program.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG530 Manage project scope

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project scope on at least two occasions.

In the course of the above, the candidate must:

collaborate with stakeholders to produce a scope-management plan

review and document scope-management implementation and recommend improvements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

components of a project scope-management plan

factors likely to impact the project scope

formal change-control processes

methods for measuring work outcomes and progress against plans

methods for segmenting and documenting a work breakdown structure

problem areas likely to be encountered in scope management

procedures for reporting scope change

project life cycle and the significance of scope management

project management tools used for managing scope

roles and responsibilities of project manager in relation to project planning

types of project initiation documentation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation used to document and manage project scope

examples of feedback from project stakeholders regarding management of project scope.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG531 Manage project time

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage time during projects. It involves determining and implementing the project schedule and assessing time management outcomes.

The unit applies to individuals responsible for managing and leading a project in an organisation, business, or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine project schedule	1.1 Develop work breakdown structure with sufficient detail to enable effective planning and control 1.2 Estimate duration and effort, sequence and dependencies of tasks, to achieve project deliverables 1.3 Use project scheduling tools and techniques to identify schedule impact on project time management, resource requirements, costs and risks 1.4 Contribute to achieving an agreed schedule baseline and communication of the schedule to stakeholders
2. Implement project schedule	2.1 Implement mechanisms to measure, record and report progress of activities according to agreed schedule 2.2 Conduct ongoing analysis to identify baseline variance 2.3 Analyse and forecast impact of changes to the schedule 2.4 Review progress throughout project life cycle and implement agreed schedule changes 2.5 Develop responses to potential or actual schedule changes and implement them to maintain project objectives
3. Assess time management outcomes	3.1 Review schedule performance records to determine effectiveness of time management activities 3.2 Identify and document time management issues and recommend improvements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies, interprets and analyses textual information obtained from a range of sources
Writing	Drafts and develops documentation required for project scheduling and reporting using appropriate formats and language
Oral Communication	Participates in verbal exchanges using clear and detailed language and appropriate non-verbal features to convey expectations and advise others on progress
Numeracy	Calculates time requirements for project scheduling Uses basic mathematical formula to determine costs and other necessary resources
Teamwork	Identifies requirements of important communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience
Planning and organising	Plans and schedules complex activities, monitors implementation and manages relevant communication Monitors actions against goals, adjusting plans and resources where necessary Uses analytical skills to review and evaluate process and decide on future improvements
Technology	Uses digital applications to access, organise, integrate and share relevant information in effective ways

Unit Mapping Information

Supersedes and is equivalent to BSBPMG512 Manage project time.

Supersedes but is not equivalent to BSBPMG603 Direct time management of a project program.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG531 Manage project time

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project time on at least two occasions.

In the course of the above, the candidate must:

develop a project schedule using project management tools and techniques

conduct a review of project scheduling and recommend improvements for the future.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

estimation techniques to determine task duration and resource effort

procedures for identifying critical path

procedures for managing project baselines, establishment and variance

project life cycle phases

best-practice time management methodologies, their capabilities, limitations, applications and outcomes

key tools for project scheduling

work breakdown structures and how they apply to project schedules.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of project schedules, reports and feedback from project stakeholders regarding time management.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG532 Manage project quality

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage quality within projects. It involves determining quality requirements, implementing quality control and assurance processes, and using review and evaluation to make quality improvements in current and future projects.

The unit applies to individuals responsible for managing and leading a project in an organisation, business, or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine quality requirements	1.1 Identify quality objectives and standards with input from relevant stakeholders 1.2 Develop quality metrics for the project and any product output in a quality management plan 1.3 Select quality management methods and tools for resolving quality issues 1.4 Consult with project team and stakeholders on quality requirements
2. Implement quality processes	2.1 Perform quality assurance audit of project processes for compliance with agreed plans 2.2 Assess quality control of project and product output according to agreed quality specifications 2.3 Identify causes of variance to quality metrics and undertake remedial action 2.4 Maintain a quality management system for timely recording of quality audit data
3. Implement project quality improvements	3.1 Review processes and implement agreed changes continually throughout the project life cycle 3.2 Review project outcomes against performance requirements 3.3 Identify and document lessons learned and recommended improvements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies, analyses and assesses textual information obtained from a range of sources and determines how content may be applied to requirements
Writing	Develops and documents quality requirements for project plan Records results of quality audits according to organisational requirements
Oral Communication	Participates in verbal exchanges using clear language and appropriate non-verbal features to provide and seek relevant information Uses active listening and questioning techniques to elicit views and opinions of others
Numeracy	Interprets information to determine measurable objectives Interprets numerical information to measure outcomes against objectives Uses analytical skills to review and evaluate process and decide on future improvements
Self-management	Takes responsibility for identifying and following policies, procedures and standards
Teamwork	Selects and uses appropriate communication practices in a range of work contexts Collaborates with others to foster shared understanding of quality requirements
Planning and organising	Sequences and schedules complex activities, monitors actions against goals, adjusting plans and resources where necessary
Technology	Uses digital applications to access, organise, integrate and share relevant information in effective ways

Unit Mapping Information

Supersedes and is equivalent to BSBPMG513 Manage project quality.

Supersedes but is not equivalent to BSBPMG605 Direct quality management of a project program.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG532 Manage project quality

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project quality on at least two occasions.

In the course of the above, the candidate must:

document a quality-management plan

implement quality control and assurance processes for a defined project using a range of tools and methodologies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

quality management theory

relevant project quality standards that apply in the organisation

quality assurance and control techniques, key tools and methodologies

roles and responsibilities of quality management personnel

methods for managing continuous improvement.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

project documentation including quality criteria, evidence of quality monitoring and improvement practices.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG533 Manage project cost

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify, analyse and refine project costs to produce a budget, and to use this budget as the principal mechanism to control project cost.

The unit applies to individuals responsible for managing and leading a project in an organisation, business, or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine project costs	1.1 Identify resource requirements for individual tasks identified in the work breakdown structure in consultation with relevant stakeholders 1.2 Estimate project costs for project budget to be prepared within agreed tolerances 1.3 Develop a project budget 1.4 Develop a cost-management plan for project finances according to scope of responsibility
2. Monitor and control project costs	2.1 Implement agreed financial-management processes and procedures for monitoring actual expenditure against budget 2.2 Identify cost variations and evaluate alternative actions 2.3 Implement and monitor agreed actions for maintaining financial objectives 2.4 Provide accurate and timely financial reports
3. Complete cost-management processes	3.1 Conduct activities to signify financial completion according to task and organisational requirements 3.2 Review project outcomes using available records 3.3 Review cost-management issues and document improvements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Interprets and analyses textual information from a range of sources Reviews and interprets information related to budget
Writing	Drafts and develops documents using appropriate format and language for context
Oral Communication	Participates in verbal exchanges using clear language and appropriate tone and syntax to provide relevant information Uses active listening and questioning to elicit views and opinions of others
Numeracy	Uses mathematical formulae to calculate resources against predetermined budgets, solve variances and finalise project costs
Initiative and enterprise	Adheres to organisational policies and procedures and understands responsibilities of own role
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to confirm requirements, seek guidance or share information
Planning and organising	Plans and schedules complex activities, monitors implementation and manages relevant communication Monitors actions against goals, adjusting plans and resources where necessary Uses analytical skills to review and evaluate process and decide on future improvements Uses digital applications to access, organise, integrate and share relevant information in effective ways

Unit Mapping Information

Supersedes and is equivalent to BSBPMG514 Manage project cost.

Supersedes but is not equivalent to BSBPMG604 Direct cost management of a project program.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG533 Manage project cost

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project cost on at least two occasions.

In the course of the above, the candidate must:

monitor costs across a project’s life cycle including solving cost variations and analysing possible alternatives

record expenditure, create accurate financial reports and review cost-management processes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

appropriate budgeting processes, tools and techniques

methods and tools for costing and cost analysis

strategies for managing costs and their application in different situations

processes for reviewing costs against outcomes

cost-analysis methods and tools for identifying and evaluating cost variations

key organisational policies and procedures applicable to this role.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources, including budgets and other financial documents

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG534 Manage project human resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage human resources related to projects. It involves planning for human resources, implementing personnel training and development, and managing the project team.

The unit applies to individuals responsible for managing and leading a project in an organisation, business, or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan human resources relevant to projects	1.1 Identify resource requirements for each project task 1.2 Match skills and knowledge of individuals and groups with project tasks 1.3 Allocate personnel to the project according to planned work outputs and project timeline 1.4 Support performance of personnel using human resources management (HRM) methods and tools
2. Implement project personnel training and development	2.1 Define and communicate clear project role descriptions to organisational personnel 2.2 Plan and implement training and development of project team members 2.3 Measure individuals’ performance against agreed criteria and initiate actions for shortfalls in performance
3. Lead project team	3.1 Implement processes for improving individual performance and overall project effectiveness 3.2 Monitor and report, for remedial action, internal and external influences on individual and project team performance and morale 3.3 Implement procedures for interpersonal communication, counselling, and conflict resolution 3.4 Identify and manage inter-project and intra-project resource conflict
4. Finalise human resource activities related to projects	4.1 Disband project team according to organisational policies and procedures 4.2 Identify and document human resource issues and recommended improvements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies textual information obtained from a range of sources and determines how content may be applied to requirements
Writing	Develops plans, role descriptions and reports using clear, specific and industry-related terminology, appropriate structures and conventions Documents personnel requirements, results of performance measurements and improvement recommendations
Oral Communication	Participates in verbal exchanges using clear language and appropriate non-verbal features Uses active listening and questioning to elicit views and opinions of others and confirm understanding
Numeracy	Uses mathematical formulae to calculate resources against project requirements and to measure work output against predetermined criteria Uses analytical skills to review performance and decide on actions needed
Initiative and enterprise	Identifies and adheres to organisational policies and procedures Analyse impact of variables outcomes to gain insights into concepts that may be adapted in future situations
Teamwork	Collaborates with co-workers to negotiate and facilitate shared understanding of individual roles and group objectives Manages workplace conflict by recognising contributing factors and implementing resolution strategies
Planning and organising	Develops plans to identify project responsibilities and needs, and allocate project personnel, with an awareness of how this contributes to overall project goals

Unit Mapping Information

Supersedes and is equivalent to BSBPMG515 Manage project human resources.

Supersedes but is not equivalent to BSBPMG606 Direct human resources management of a project program.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG534 Manage project human resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project human resources on at least two occasions.

In the course of the above, the candidate must:

identify and organise project personnel training and development

manage project personnel to achieve project outcomes

apply human resource management (HRM) methods, techniques and tools to the project.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

tool and techniques to identify resource requirements including required project personnel levels and competencies

human resource management (HRM) methods, techniques and tools

relevant training and development methods

strategies for managing project human resources and their application to different situations

procedures for interpersonal communication, counselling, and conflict resolution

processes used to measure individuals’ performance against agreed criteria

techniques for managing and improving performance.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

project documentation

workplace documentation and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG535 Manage project information and communication

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to link people, ideas and information at all stages in the project life cycle. Project communication management ensures timely and appropriate generation, collection, dissemination, storage and disposal of project information through formal structures and processes.

The unit applies to individuals responsible for managing and leading a project in an organisation, business, or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan information and communication processes	1.1 Identify and analyse information requirements of the project 1.2 Develop a communication management plan according to project objectives 1.3 Establish a designated project-management information system
2. Implement project information and communication processes	2.1 Manage generation, gathering, storage, retrieval, analysis and dissemination of information by project staff and stakeholders 2.2 Implement, modify, monitor and control designated information-validation processes 2.3 Implement and maintain communication networks 2.4 Identify and resolve communication and information-management system issues
3. Assess information and communication outcomes	3.1 Finalise and archive records according to agreed project information ownership and control requirements 3.2 Review project outcomes for effectiveness of management information and communication processes and procedures 3.3 Develop and document recommended improvements for application in future projects

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies and analyses complex texts from a range of sources
Writing	Develops project documents using vocabulary, structure and conventions appropriate to text
Oral Communication	Participates in verbal exchanges using clear language and appropriate non-verbal features Uses active listening and questioning to confirm understanding and agreement
Initiative and enterprise	Identifies responsibilities and boundaries of own role
Teamwork	Identifies requirements of important communication exchanges, selecting appropriate channels, format and content to suit purpose and audience
Planning and organising	Sequences and schedules complex activities, monitors implementation and manages relevant communication Uses problem-solving techniques to analyse and resolve issues Evaluates outcomes of decisions to identify opportunities for improvement Uses digital tools to access, organise and analyse complex data

Unit Mapping Information

Supersedes and is equivalent to BSBPMG516 Manage project information and communication.

Supersedes but is not equivalent to BSBPMG607 Direct communications management of a project program.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG535 Manage project information and communication

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project information and communication on at least two occasions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

alternative communication methods and media and their application on various projects

effective project-management information systems and their various applications

methods used to evaluate information systems and communication processes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

project communication and information management documentation

examples of how communication was managed on projects.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG536 Manage project risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage risks that may impact achievement of project objectives. It involves identifying, analysing, treating and monitoring project risks, and assessing risk management outcomes.

The unit applies to individuals responsible for managing and leading a project in an organisation, business, or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify project risks	1.1 Identify risk objectives and standards, with input from stakeholders 1.2 Identify project risk context to inform risk management processes 1.3 Identify project risks using valid and reliable risk identification methods
2. Analyse project risks	2.1 Identify risk analysis classification criteria and apply to agreed risk ranking system 2.2 Use risk analysis processes, within delegated authority, to analyse and qualify any risks, threats and opportunities 2.3 Identify risk priorities in agreement with project client and other stakeholders 2.4 Document risk analysis outcomes for inclusion in risk register and risk management plan
3. Establish risk treatments and controls	3.1 Identify and document existing risk controls 3.2 Analyse risk treatment options using agreed consultative methods 3.3 Record and implement agreed risk treatments 3.4 Update risk plans and allocate risk responsibilities to project team members
4. Monitor and control project risks	4.1 Establish risk review processes 4.2 Monitor risk environment and identify changed circumstances impacting project risks 4.3 Evaluate risk responses to changed environment 4.4 Implement agreed risk responses and modify plans
5. Assess risk management outcomes	5.1 Review project outcomes for effectiveness of risk-management processes and procedures 5.2 Develop recommended improvements for application in future projects 5.3 Identify and document risk management issues and recommended improvements for application to future projects

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Interprets and critically analyses complex texts from a range of sources and determines how content may be applied according to organisational requirements
Writing	Documents risk analysis and risk controls using required formats and structure Modifies and updates workplace documentation according to requirements
Oral Communication	Participates in verbal exchanges using clear language to provide and seek information Uses active listening and questioning techniques to confirm understanding
Numeracy	Analyses numerical data to identify project risk levels and rank risks according to agreed system of classification
Self-management	Identifies and adheres to organisational policies and standards Considers own role in terms of its contribution to broader goals of work environment
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information Identifies requirements of important communication exchanges, selecting appropriate channels, format and content to suit purpose and audience
Planning and organising	Identifies and develops approaches to risk management and implements complex tasks to achieve outcomes Analyses information to make decisions, involving others when appropriate Uses formal and informal processes to monitor implementation of decisions and reflect on outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBPMG517 Manage project risk.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG536 Manage project risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project risk on at least two occasions.

In the course of the above, the candidate must:

conduct effective risk management processes for a project of sufficient complexity

apply risk management techniques, strategies and tools.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

project risks in a range of risk categories

key components of a risk management plan

relevant project risk controls

industry sector risk classifications and different risk contexts

organisational and industry standard risk frameworks

project risk-management processes and procedures

characteristics, techniques and applications of quantitative and qualitative risk management techniques and approaches.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources

feedback from project stakeholders about how risks were managed.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG537 Manage project procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to undertake procurement in projects.

The unit applies to individuals responsible for managing and leading a project in an organisation, business, or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine procurement requirements and processes	1.1 Identify project objectives, needs and budget 1.2 Identify procurement requirements 1.3 Establish agreed procurement management plan 1.4 Identify potential suppliers 1.5 Obtain information from potential suppliers capable of fulfilling procurement requirements 1.6 Determine selection processes and selection criteria, and communicate to suppliers 1.7 Obtain approvals from relevant stakeholders for procurement processes to be used
2. Conduct procurement activities	2.1 Communicate agreed proposals and specifications to potential suppliers and confirm understanding of project objectives 2.2 Seek supplier responses and evaluate according to proposal requirements 2.3 Select preferred supplier according to legal requirements and agreed selection criteria 2.4 Negotiate with preferred supplier and agree on terms and conditions of supply
3. Monitor procurement	3.1 Implement procurement management plan and arrange regular meetings with supplier to track progress 3.2 Maintain procurements records and documentation according to organisational policies and procedures 3.3 Monitor completion of task against agreed terms and conditions 3.4 Review progress and manage agreed variations 3.5 Identify and report procurement management challenges and implement agreed remedial actions
4. Manage procurement finalisation procedures	4.1 Conduct finalisation activities and confirm deliverables meet contracted requirements 4.2 Review project outcomes using procurement records and information and determine effectiveness of procurement processes and procedures 4.3 Seek and respond to feedback from relevant stakeholders on management of project procurement 4.4 Document lessons learned and recommended improvements for future projects

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Interprets, evaluates and critiques ideas and information from a range of complex texts
Writing	Develops plans using vocabulary, structure and conventions appropriate to text Creates documents for internal and external use, using vocabulary and structure suitable for audience and context Drafts requests for approvals using organisational formats
Oral Communication	Participates in verbal exchanges using clear language to seek and provide information, or request approvals Uses active listening and questioning techniques to confirm understanding
Numeracy	Recognises cost parameters and interprets numerical information accordingly Calculates changes to timelines resulting from changes to plan
Self-management	Identifies responsibilities and boundaries of own role
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information Uses interpersonal skills to negotiate acceptable outcomes
Planning and organising	Plans and organises complex activities, monitors implementation and manages relevant communication Resolves problems and makes decisions based on analysis of options against set criteria and targets

Unit Mapping Information

Supersedes and is equivalent to BSBPMG518 Manage project procurement.

Supersedes but is not equivalent to BSBPMG609 Direct procurement and contracting for a project program.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG537 Manage project procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project procurement on at least two occasions.

In the course of above, the candidate must:

determine procurement requirements and produce a procurement management plan

carry out procurement and contracting activities according to agreed processes

monitor activities across a project’s life cycle and resolve issues that could affect achievement of project objectives

create and maintain procurement records and documentation according to requirements of project and organisation

document a review of procurement management processes and procedures

identify and act according to probity and project governance constraints.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

project objectives, needs and budget

procurement management plan

vendor selection criteria

legal obligations

probity and project governance constraints that relate to project procurement in a project and industry context

selection processes and selection criteria

project life cycle

conflict resolution and management.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to procurement and contracts.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG538 Manage project stakeholder engagement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage stakeholder relationships.

The unit applies to individuals responsible for managing and leading a project in an organisation, business or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess stakeholder interests	1.1 Identify project objectives and relevant stakeholders 1.2 Establish stakeholder interests and expectations and determine forms of engagement 1.3 Determine and agree with relevant stakeholders on forms of engagement, communication methods, project content, budget and timelines 1.4 Identify and apply actions to address differing interests 1.5 Consider and advise stakeholders on project management issues
2. Monitor stakeholder engagement	2.1 Assign roles and responsibilities to team members according to interests and expectations and confirm defined project roles are followed 2.2 Develop knowledge management systems to capture team progress, insights and experiences 2.3 Conduct and lead stakeholder performance reviews 2.4 Identify and address team member development needs and opportunities 2.5 Support development of interpersonal skills of the team for stakeholder engagement
3.Review and manage stakeholder engagement	3.1 Communicate information as planned and according to authority levels, identifying and addressing variances 3.2 Seek and respond to feedback from relevant stakeholders on management of stakeholder engagement 3.3 Document identified improvements and feedback received for future management of stakeholder engagements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies and interprets workplace documentation to determine relevant information
Writing	Documents information about stakeholder interests and communication needs using appropriate vocabulary and formats
Oral Communication	Participates in verbal exchanges using clear and detailed language to provide and seek information Uses active listening and questioning to confirm understanding
Self-management	Identifies and works according to role parameters
Teamwork	Identifies requirements of important communication exchanges, selecting appropriate channels, format and content to suit purpose and audience Collaborates with others to achieve joint outcomes, playing an active role in facilitating and leading activities
Planning and organising	Takes responsibility for decisions in complex situations involving multiple variables and constraints Uses analytical skills to identify and address problems

Unit Mapping Information

Supersedes and is equivalent to BSBPMG519 Manage project stakeholder engagement.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG538 Manage project stakeholder engagement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project stakeholder engagements on at least two occasions.

In the course of above, the candidate must:

develop and implement stakeholder engagement for a project

implement a range of appropriate stakeholder communication mechanisms

demonstrate team leadership for project team and stakeholders.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

stakeholder engagement approaches

stakeholder interests and expectations

stakeholder engagement methods

stakeholder engagement theory

types of project stakeholders

conducting performance reviews.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of project management documentation for stakeholder engagement

records of project team leadership in stakeholder engagement activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG539 Manage project governance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish and implement project governance. It involves identifying, applying, monitoring and reviewing project governance.

It applies to individuals responsible for managing and leading a project in an organisation, business or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify project governance structure	1.1 Identify project scope, timeline, resources and budget 1.2 Identify stakeholders required for project governance and decision-making 1.3 Assign governance roles and responsibilities to relevant stakeholders and establish delegated authorities 1.4 Develop and communicate governance plan to relevant stakeholders
2. Develop relevant documents and apply project governance	2.1 Create a decision-making framework 2.2 Provide information on governance planning to team 2.3 Identify potential risks and develop risk management plan 2.4 Plan for any change and establish change management processes 2.5 Develop processes to manage budget and resources 2.6 Develop relevant documents related to communication, conflict management and stakeholder management 2.7 Seek approval from relevant stakeholders on all project documentation
3. Monitor project governance	3.1 Develop knowledge management systems to capture progress, insights and experiences 3.2 Track progress against established timeline and budget and confirm deadlines are being met 3.3 Communicate to organisation and project authorities on performance and issues arising from governance arrangements
4.Review project governance	4.1 Analyse and review project governance impact on achieving project objectives 4.2 Seek feedback from relevant stakeholders on project governance 4.3 Document lessons learned, identified improvements and recommendations to assist future projects

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Evaluates and critiques ideas and information from a range of sources and determines how content may be applied according to organisational requirements
Writing	Develops plans, reports and recommendations using vocabulary, structure and conventions appropriate to text
Oral Communication	Participates in a range of verbal exchanges using clear and detailed language to provide relevant information Uses active listening and questioning to confirm understanding
Self-management	Recognises and responds to explicit and implicit organisational procedures and protocols Takes responsibility for high-impact decisions in complex situations
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction and agreement
Problem-solving	Manages conflict in workplace through recognising contributing factors and implementing resolution strategies Recognises and addresses complex problems involving multiple variables
Planning and organising	Organises time and effort around priorities and results, focusing beyond immediate tasks to consider work performance of group Uses experience to reflect on how variables impact decision outcomes, and to gain insights into effective decision-making in different contexts

Unit Mapping Information

Supersedes and is equivalent to BSBPMG520 Manage project governance.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG539 Manage project governance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage project governance on at least one occasion.

In the course of above, the candidate must:

develop and implement a governance plan

demonstrate effective team leadership

monitor and evaluate project governance structure.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

project scope, timeline, resources and budget

escalation and issues management models

frameworks for authority delegations

organisation or industry governance models in context of the project

project governance plans

methods to moderate and solve conflicts in context of project management

decision-making framework

communication plan

risk management plan

conflict management strategies

project management plan

stakeholder management plan

knowledge management systems.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of project governance documentation

records of governance implementation in stakeholder and team activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG540 Manage project integration

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to integrate and balance overall project management functions and to align and track project objectives to comply with organisational goals, strategies and objectives.

The unit applies to individuals responsible for managing and leading a project in an organisation, business, or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish project	1.1 Identify, clarify and prepare project initiation documentation 1.2 Identify stakeholders with decision making authority on project 1.3 Establish client requirements and needs 1.4 Identify relationship between the project and broader organisational strategies and goals 1.5 Negotiate and document project objectives, outcomes and benefits 1.6 Establish project governance structure with stakeholders and project authority 1.7 Prepare and submit project charter for approval by relevant authorities
2. Undertake project planning and design processes	2.1 Establish project objectives 2.2 Identify project stages and key requirements for stage completion against client requirements and project objectives 2.3 Analyse project management functions to identify interdependencies and impacts of constraints 2.4 Develop a project management plan that integrates all project-management functions with associated plans and baselines 2.5 Establish tools to monitor and control planned activity 2.6 Negotiate approval of project plan with relevant stakeholders and project authority
3. Monitor project	3.1 Implement and monitor project according to project scope, time and budget 3.2 Resolve conflicts affecting attainment of project objectives with relevant stakeholders 3.3 Confirm project records are updated against project deliverables at required intervals 3.4 Analyse and submit status reports on project progress and identify issues with relevant stakeholders and project authorities 3.5 Analyse and submit impact analysis of change requests for approval 3.6 Maintain relevant project logs and registers for project audit
4. Review project	4.1 Identify and allocate project finalisation activities 4.2 Confirm project products and associated documentation are prepared for handover to client in a timely manner 4.3 Finalise financial, legal and contractual obligations 4.4 Seek feedback from relevant stakeholder and project authorities on project implementation, management and integration 4.5 Document feedback received to improve future projects

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Develops and maintains project documentation using formats and language appropriate to context
Oral Communication	Participates in verbal exchanges using clear and detailed language to provide and seek information Uses active listening and questioning to confirm understanding
Numeracy	Uses a wide range of mainly formal and some informal, oral and written mathematical language and representation to communicate mathematically
Self-management	Complies with organisational requirements
Teamwork	Selects and uses appropriate communication practices to seek or share information with stakeholders Collaborates with others to achieve joint outcomes by playing an active role in facilitating effective group interaction and negotiating outcomes
Planning and organising	Organises time and effort around priorities and results Sequences and schedules complex activities, monitors implementation and manages relevant communication Identifies outcomes to contribute to future projects

Unit Mapping Information

Supersedes and is equivalent to BSBPMG521 Manage project integration.

Supersedes but is not equivalent to BSBPMG601 Direct the integration of projects.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG540 Manage project integration

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement and manage project integration on at least three occasions.

In the course of above, the candidate must:

work closely with others to integrate all project management functions across a project life cycle according to organisational objectives

negotiate with internal and external stakeholders

create accurate project management documentation

make suggestions for improvements to managing project integration in the future

maintain established links to align project objectives with organisational objectives.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

project governance models and structure

project initiation documentation

tools to monitor and control planned activity

range of methodologies to break project objectives into achievable project deliverables

role of project life cycle stages, phases and structures relevant to industry and project context

impact analysis methodologies

key aspects of change requests

organisational documentation for recording strategies and goals for integration processes

project management plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG541 Manage complex projects

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify and manage projects which have been identified as complex in nature.

The unit applies to project managers who are involved in the management of complex projects.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate project complexity	1.1 Identify criteria for determining project as complex 1.2 Assess complexity of project against complexity of past projects, where possible 1.3 Undertake analysis of causes that may impede project success 1.4 Establish strategies and minimise causes for project failing
2. Assess complexities and establish procedures for managing complex projects	2.1 Assess project plan and implementation details, and communicate roles and responsibilities to team members 2.2 Identify and apply a range of tools and frameworks based on established complexity approaches and systems concepts 2.3 Develop action plan for minimising complexities 2.4 Identify any risks and potential risks and develop risk management strategies
3. Monitor and review complex projects	3.1 Identify and establish tools that assist in managing complex projects 3.2 Monitor the dimensions of complexity of project and project progress 3.3 Seek feedback from relevant stakeholders on project progress and project management skills 3.4 Incorporate feedback and develop actions for improving project progress and project management skills 3.5 Implement changes to project according to feedback received

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Interprets, analyses and assesses textual and numerical information obtained from a wide range of sources and determines how content may be applied to a complex project situation
Numeracy	Interprets information to determine measurable dimensions of a complex project, such as time, cost, quality, objectives and performance Interprets numerical information to measure outcomes against objectives
Oral communication	Seeks relevant information and participates in verbal exchanges using clear language and appropriate non-verbal expression Uses active listening and questioning techniques to elicit views and opinions of others
Reading	Interprets, analyses and assesses textual and numerical information obtained from a wide range of sources and determines how content may be applied to complex projects
Writing	Develops and documents quality requirements for project plan Records results of quality audits according to organisational requirements
Teamwork	Selects and uses appropriate communication practices in a range of work contexts Collaborates with others to foster shared understanding of quality requirements
Initiative and enterprise	Takes responsibility for identifying and following policies, procedures and standards Takes initiative to improve policies, procedures and standards in relation to complex projects
Planning and organising	Sequences and schedules complex activities, monitors actions against goals, adjusting plans and resources where necessary Uses analytical skills to review and evaluate process and decide on future improvements
Problem solving	Identifies a symptom from a cause Applies relevant analysis tools to aid the identification of actual causes
Self-management	Understands self-limits and seeks advice from mentors to further development of competencies, skills and techniques Conducts investigations in a professional and respectful manner
Technology	Identifies tools and technologies to assist in the identification and implementation of ongoing monitoring of complex projects Uses digital applications to access, organise, integrate and share relevant information in effective ways

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG541 Manage complex projects

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage a complex project on at least two occasions.

In the course of the above, the candidate must:

demonstrate the competencies as a project manager to manage complex projects, including:

systems thinking and integration

strategy, business planning, portfolios and project management

lifecycle management, reporting and performance measurement

understanding organisational change and the wider business journey

innovation, creativity and design thinking

understanding enterprise architectures, business architectures and organisational architectures

leadership and communication

understanding organisational culture and human behaviours

identify key features of complex projects

monitor action plan in line with changes to the external environment to ensure action plan remains current.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

project manager competencies that assist in the management of complex projects

industry standards and tools to assist in the establishment of policy, procedures, plans and processes related to the management of complex projects

tools for analysis

management complexity factors including:

governance complexity

stakeholder relationship complexity

project definition complexity

project delivery complexity

complexity of new technology, products or services

complexity of relevant external partners, suppliers

complexity of strategic direction, politics and expectations

complexity of external environmental changes, changes to strategy and business plans over an extended time

complexity of diversity, societal, human behaviours and organisational culture.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant written information beyond the immediate project environment

relevant stakeholders beyond the immediate project environment

subject matter experts in the field in which the complex project is operating within.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG630 Enable program execution

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish parameters and enable a program to be undertaken effectively. It includes establishing both what the program will accomplish and how it will do so.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for own performance and sometimes the performance of others.

Individuals in this role may be operating within an organisation, business or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Envision the desired future state	1.1 Identify program procurements, scope, timeline, budget, client expectations and organisational goals 1.2 Define and agree on description of the desired future state with pertinent stakeholders 1.3 Identify and explore with relevant stakeholders gaps between current state and desired future state 1.4 Identify and evaluate internal and external factors and issues likely to cause changes to the desired future state 1.5 Agree on desired future state and confirm alignment with expected benefits
2. Shape and sustain the program execution approach	2.1 Identify program execution approach 2.2 Identify, monitor and evaluate internal and external factors and issues likely to cause changes to program execution approach 2.3 Review and make changes to program execution approach and confirm alignment with expected benefits 2.4 Communicate with relevant stakeholders changes required to transition from current state to future state and agree approach
3. Establish program governance	3.1 Prepare and seek approval from relevant stakeholders on business case for desired future state and program execution approach 3.2 Identify and develop program management structure 3.3 Identify and create policies, processes, and procedures for supporting management of program 3.4 Develop a knowledge management system to capture progress, insights, experiences and learnings
4. Review program execution	4.1 Finalise financial, legal and contractual obligations 4.2 Seek feedback from relevant stakeholders on management of project governance and established approaches 4.3 Document feedback received and identify improvements for future projects

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Develops and refines a range of program related documents using appropriate format, vocabulary and structure
Oral Communication	Participates in a range of verbal exchanges using clear and detailed language to provide relevant information Uses active listening and questioning techniques to confirm understanding
Self-management	Develop organisational policies and procedures
Teamwork	Selects and uses appropriate conventions and protocols when communicating with relevant stakeholders to seek or share information Negotiates agreement with diverse stakeholders
Planning and organising	Develops flexible plans for complex, high impact activities with strategic implications that involve a diverse range of stakeholders with potentially competing demands Sequences and schedules complex activities, monitors implementation and manages program execution

Unit Mapping Information

Supersedes and is equivalent to BSBPMG610 Enable program execution.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG630 Enable program execution

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

enable program execution on at least one occasion.

In the course of above, the candidate must:

use advanced writing skills to document business case and other planning documents

conceptualise, clarify and document future state descriptions

monitor and evaluate processes and changed circumstances

negotiate vision and detail requirements with stakeholders

develop and document a program execution strategy, governance model and business case.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

methods used to construct future state scenarios

internal and external factors and issues likely to cause changes to:

desired future state

program execution approach

business case

business case development processes, documentation and presentation

program execution approaches

program governance models

knowledge management system

financial, legal and contractual obligations.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

examples of program documentation

feedback from stakeholders, which reflects how program execution was managed for a program.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG631 Manage program delivery

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage program delivery. It ensures that the program is moving toward the accomplishment of its vision and the attainment of its expected benefits.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for their own performance and sometimes the performance of others.

Individuals in this role may be operating within an organisation, a business or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Resource and fund the program	1.1 Determine, negotiate, document and communicate program resource requirements with key stakeholders 1.2 Identify and communicate funding requirements with relevant stakeholders 1.3 Identify and address funding issues and satisfy funding agent requirements
2. Monitor program progress	2.1 Establish monitoring and control systems and support delivery of desired outcomes 2.2 Report performance of constituent projects and other program elements to key stakeholders 2.3 Evaluate internal and external program contexts to identified improvement needs and opportunities 2.4 Identify, evaluate and document actual and potential changes 2.5 Communicate with relevant stakeholders and implement approved changes
3. Address legal and regulatory requirements	3.1 Identify, document and communicate relevant legal and regulatory requirements to key stakeholders 3.2 Identify and address potential and actual conflicts caused by legal and regulatory requirements 3.3 Implement compliance policies, processes, and procedures 3.4 Monitor breaches and conflicts according to legal and regulatory requirements
4. Manage program risks	4.1 Identify program risks in consultation with relevant stakeholders 4.2 Document and communicate to relevant stakeholders, risk management approach for the program and its constituent projects 4.3 Analyse, prioritise and implement risk responses 4.4 Monitor internal and external program contexts for circumstances that may affect program risks

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Records results of negotiations clearly and accurately Creates and updates program documentation using organisational formats and appropriate vocabulary
Oral Communication	Participates in a range of verbal exchanges using language and features appropriate to audience Uses active listening and questioning techniques to confirm understanding
Numeracy	Makes basic mathematical calculations to determine program funding and resource requirements
Self-management	Monitors adherence to both explicit and implicit organisational policies and protocols and legislative or regulatory requirements
Teamwork	Selects and uses appropriate conventions and protocols to communicate with relevant stakeholders to share information Collaborates with others to achieve required outcomes, playing a leading role in facilitating effective interaction, influencing direction and negotiating agreement
Planning and organising	Develops flexible plans for complex, high impact activities with strategic implications that involve diverse stakeholders Sequences and schedules complex activities, monitors implementation and manages program evaluation Makes critical and non-critical decisions in relatively complex situations, taking a range of factors into account

Unit Mapping Information

Supersedes and is equivalent to BSBPMG615 Manage program delivery.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG631 Manage program delivery

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage program delivery on at least one occasion.

In the course of above, the candidate must:

conduct negotiations to resource and fund the program

use software and data analysis methods to structure program data

prepare a program risk management plan.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

evaluation and moderation methods

relevant legislation and regulation

resource types, characteristics and supply

funding requirements

monitoring and control systems

compliance policies, processes, and procedures

legal and regulatory requirements relating to monitoring breaches and conflicts

program funding models

risk management standards and methodology.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

access to workplace documentation for the management of program delivery

feedback from stakeholders, which reflects on how a program was delivered.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG632 Manage program risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage risks that might affect program deliverables and organisational objectives. It covers directing the planning and management of program risks, managing risks to the overall program and assessing risk management outcomes for the program and the organisation.

The unit applies to individuals who are program managers, managing or directing a suite of projects (a program) and/or senior project managers.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Direct planning of program risk management	1.1 Identify potential, actual and residual risks 1.2 Select and modify program risk methodology to match the context for risk 1.3 Consult with relevant stakeholders and identify, document and analyse program level risks 1.3 Support and mentor project managers in the analysis, evaluation and treatment of risks 1.4 Confirm risk management is transparent and dynamic across the program so that risks are assigned and managed in a timely manner 1.5 Develop and maintain a program risk-management system for effective management and communication of risks, controls, treatments and outcomes to stakeholders across the program
2. Manage program risk	2.1 Direct management of the program in accordance with agreed program risk-management plans 2.2 Review progress, analyse variance and initiate risk responses to achieve program objectives in dynamic risk environments 2.3 Confirm risks are monitored and assessed across the program at agreed intervals 2.4 Direct response to actuated program risk and confirm remedial actions are authorised with impact analysis according to program objectives
3. Assess program risk-management outcomes	3.1 Identify and document program residual risk and communicate to stakeholders any transferred liability at program completion 3.2 Review and analyse program outcomes to assess the effectiveness of the risk-management methodology 3.3 Seek feedback and respond to relevant stakeholders on risk management 3.4 Analyse, document and recommend lessons learned for application in other programs

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Documents results of consultations clearly and accurately to inform risk-management planning Documents risk-management outcomes using format and terminology appropriate to the audience
Oral Communication	Participates in verbal exchanges using clear and detailed language and appropriate features, to provide relevant information Uses active listening and questioning techniques to confirm understanding
Teamwork	Identifies requirements of important communication exchanges, selecting appropriate channels, format and content to suit purpose and audience
Planning and organising	Develops systems and plans for complex, high impact activities that involve a diverse range of stakeholders with potentially competing demands Sequences and schedules complex activities, monitors implementation, and adjusts activities or resources as required Reviews outcomes considering results from a range of perspectives and identifying key concepts and principles that may be adaptable to future situations

Unit Mapping Information

Supersedes and is equivalent to BSBPMG616 Manage program risk.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG632 Manage program risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage program risk on at least one occasion.

In the course of above, the candidate must:

direct the planning of program risk management, including:

assessing and selecting risk methods to suit risk context

directing identification, documentation and analysis of risks as basis for planning

directing, supporting and mentoring project managers in analysing, evaluation and treatment of risks

confirming risk management is transparent and timely

developing and maintaining a risk management system across the program

manage program risk, including:

managing the program

reviewing progress, analysing variance and initiating risk responses

confirming risks are assigned and monitored across the program at agreed intervals

assessing issues are for impact and remedial actions

assess project and program risk-management outcomes, including:

identifying and documenting residual risk

reviewing and analysing program risk outcomes

documenting, analysing and recommending lessons learned

respond to risk within complex programs that are subject to unpredictable contextual pressures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

the use of risk management tools, frameworks, systems, methodologies and standards

the use of a dynamic risk register across a program.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry

This includes access to:

workplace risk management documentation

feedback from program stakeholders as to how risks were managed.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG633 Provide leadership for the program

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to provide leadership for the program. It covers leadership strategies to motivate and inspire individuals and organisations to work constructively toward attainment of program benefits through consolidating program vision, managing risks and supporting staff.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for their own performance and sometimes the performance of others.

Individuals in this role may be operating within an organisation, a business or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish program vision and environment	1.1 Identify program vision, and organisation mission and values 1.2 Identify stakeholder objectives and expectations 1.3 Assist relevant stakeholders to develop and sustain the documented program vision 1.4 Consult with stakeholders and confirm program vision is in line with organisation mission and values
2. Manage risks	2.1 Identify and manage differences in views and expectations 2.2 Attend to issues and concerns according to organisational policies and procedures 2.3 Identify and address threats to socially responsible practice within the program 2.4 Develop program socially responsible practice policies and procedures to guide team members to report breaches of socially responsible practice 2.5 Develop risk management plan and strategies
3. Support staff learning	3.1 Establish behavioural expectations for constituent project managers 3.2 Define, document and communicate with relevant stakeholders agreed roles and responsibilities 3.3 Communicate with relevant stakeholders, and identify and define learning needs and opportunities 3.4 Develop and maintain plans for identifying, capturing, disseminating and exchanging knowledge 3.5 Facilitate environment for reflection on and review of practices and activities 3.6 Coach relevant stakeholders to work toward attainment of program benefits
4. Evaluate leadership	4.1 Evaluate outcomes and identify opportunities for improvement 4.2 Seek feedback from relevant stakeholders on leadership skills and processes 4.3 Document feedback received and identify improvement needs and opportunities for future leadership

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Learning	Uses feedback to grow and develop own skills and experience and applies practical strategies to facilitate learning
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Develops and updates roles and plans using language and structure to suit the audience Designs and develops documents according to organisational formats
Oral Communication	Participates in a range of verbal exchanges using clear and detailed language to provide relevant information Uses active listening and questioning techniques to confirm understanding
Self-management	Contributes to the design of organisational policies and protocols that support goals of the organisation Understands responsibilities of own role and its contribution to broader goals of the work environment
Teamwork	Selects and uses appropriate conventions and protocols when communicating with stakeholders to share information Encourages a collaborative culture within own sphere of influence, investing time in building and maintaining effective working relationships and facilitating respect and commitment between stakeholders
Planning and organising	Organises and implements tasks required to action knowledge management plans Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of factors into account Identifies issues, and used problem-solving skills to evaluate options and decide on appropriate actions

Unit Mapping Information

Supersedes and is equivalent to BSBPMG617 Provide leadership for the program.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG633 Provide leadership for the program

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

provide leadership for a program of work.

In the course of above, the candidate must:

choose and apply interpersonal and leadership styles according to situation

treat stakeholders fairly and equitably

embed confidence, trust, ethical and sustainable practices

develop and support personnel within program environment

treat errors, mistakes and expressed concerns as learning opportunities

design knowledge management methods and processes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

behavioural models for the role of program manager

program benefits

strategies relevant to program management including

communication and negotiating styles and approaches

ethics, equity and fairness norms, regulations and legislation

learning and development methods and strategy

risk management plan and strategies

types and formats for program vision.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to program leadership

feedback from stakeholders, which reflects how program leadership was implemented for a program.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG634 Facilitate stakeholder engagement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to facilitate stakeholder engagement in a program. It includes working with stakeholders through effective communication to achieve desired program benefits.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for their own performance, program outcomes, and sometimes the performance of others.

Individuals in this role may be operating within an organisation, a business or working as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Communicate with stakeholders	1.1 Identify and document program stakeholders and their communication needs as they apply to the given program of work 1.2 Engage with pertinent stakeholders and agree on communication approaches in accordance with organisational policies and procedures 1.3 Communicate information as planned and address identified variances 1.4 Monitor communication interfaces among constituent projects, and align to relevant program objectives
2. Undertake stakeholder commitment	2.1 Investigate and document interests and expectations of key stakeholders for making program decisions 2.2 Develop and implement approaches to influence ongoing stakeholder commitment according to organisational policies and procedures 2.3 Share evolving stakeholder interests and expectations across the program
3. Assess effectiveness of stakeholder engagement	3.1 Conduct analysis of interactions with key stakeholders and document outcomes to reach desired outcomes 3.2 Assess effectiveness of stakeholder interaction according to program objectives and organisational policies and procedures 3.3 Develop plan for future stakeholder engagement based on findings of analysis conducted

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Organises, evaluates and critiques ideas and information from complex texts
Writing	Develops a range of project related documents using appropriate format, vocabulary and structure
Oral Communication	Participates in a range of verbal exchanges using language and features appropriate to audience Uses active listening and questioning techniques to confirm understanding
Teamwork	Identifies the importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate, with whom, why and how Builds and maintains effective working relationships within and beyond immediate work context Identifies, creates and utilises linkages to enhance knowledge sharing and commitment
Planning and organising	Develops flexible plans for complex, high impact activities with strategic implications that involve a diverse range of stakeholders with potentially competing demands Identifies issues and uses analytical techniques to generate and evaluate possible solutions and to make decisions

Unit Mapping Information

Supersedes and is equivalent to BSBPMG621 Facilitate stakeholder engagement.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG634 Facilitate stakeholder engagement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

facilitate stakeholder engagement on at least one occasion.

In the course of the above, the candidate must:

provide examples of internal and external stakeholder communications, both formal and informal used in the workplace

use different communication approaches in different stakeholder contexts

conduct and document an introspective assessment of stakeholder effectiveness and develop a plan for future stakeholder interactions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

features of engagement models, benefits and applications

forms and methods of stakeholder engagement

features of several means, media and methods of communication

features of various types and roles of program stakeholders

features of relevant organisation policies and procedures

program and organisational objectives.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

access to examples of program stakeholder engagement processes and interaction

feedback from stakeholders, which reflects how stakeholder engagement was managed for a program.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG635 Implement program governance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish and implement governance requirements to ensure effective program management. It includes implementing systems and processes for decision-making, management systems, compliance and program support.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for their own performance and sometimes the performance of others.

Individuals in this role may be operating within an organisation, a business or working as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Facilitate effective decision making and accountability	1.1 Negotiate and communicate clear roles and responsibilities to all relevant stakeholders 1.2 Confirm decision making roles with stakeholders 1.3 Document decisions and accountabilities for program objectives 1.4 Make decisions regarding complex priorities and competing demands using repeatable methods
2. Implement systems and methods	2.1 Establish systems and processes according to program objectives 2.2 Implement management control systems for monitoring program progress against organisational objectives 2.3 Generate audit documentation, presenting information and distributing reports to key stakeholders 2.4 Establish and monitor process efficiency 2.5 Support process with relevant program policy
3. Ensure program compliance	3.1 Identify both organisation and external compliance requirements relevant to the program 3.2 Establish and securely maintain audit records according to legislative requirements 3.3 Report on compliance to relevant authorities and key stakeholders 3.4 Identify and implement actions to rectify non-compliant behaviours, processes and products
4. Enable program support services	4.1 Identify management and internal personnel support needs for the program 4.2 Evaluate and establish appropriate systems for supporting implementation 4.3 Establish skill development support systems for program personnel to meet program needs 4.4 Implement program support protocols within an organisation according to organisational policies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Identifies and interprets information from a range of sources
Writing	Prepares and modifies agreements and plans using appropriate language and format
Oral Communication	Participates in verbal exchanges using language and features appropriate to the audience Uses active listening and questioning techniques to confirm understanding
Teamwork	Uses interpersonal skills to negotiate agreements with diverse stakeholders Invests time and energy in building and maintaining effective working relationships
Planning and organising	Plans, implements and monitors systems and activities required to implement program governance Analyses and evaluates options to make decisions about possible governance issues Evaluates outcomes to identify improvement opportunities

Unit Mapping Information

Supersedes and is equivalent to BSBPMG622 Implement program governance.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG635 Implement program governance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement program governance on at least one occasion.

In the course of the above, the candidate must:

compare decision making processes and outcomes against program objectives

identify alternative program management systems

design a program records and configuration system

compare types of effective program policy

identify ways to support program implementation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

techniques for the use and purpose of program controls

functions of audit and/or compliance requirements for a program

plans to rectify program compliance problems

decision making processes in the program context

methods to support skill development support within a program.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to program governance

feedback from stakeholders, which reflects how program governance was implemented for a program.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG636 Manage benefits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage the attainment of program benefits. It includes ensuring that benefits are identified and realised when and as expected.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for their own performance and sometimes the performance of others.

Individuals in this role may be operating within an organisation, a business or working as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify benefits and trade-offs	1.1 Analyse benefits and their alignment to organisational objectives 1.2 Define and communicate expected short- and long-term benefits and trade-offs with key stakeholders 1.3 Assess project and program performance against respective plans 1.4 Monitor and evaluate internal and external program contexts for circumstances that may require changes to the expected benefits
2. Execute to deliver expected benefits	2.1 Define and confirm benefit dependencies with key stakeholders 2.2 Devise and agree benefits delivery approach with key stakeholders considering impact of the benefit on risk management, issues management, and change control 2.3 Assign ownership of benefits delivery 2.4 Review confirm and update benefits measurement approach and benefits delivery approach
3. Sustain and evaluate attainment of expected benefits	3.1 Assess deliverables from constituent projects according to benefits measurement approach 3.2 Measure and report progress toward delivery of expected benefits with key stakeholders 3.3 Evaluate and communicate benefits against established projects delivery plan 3.4 Assess and record lessons learned throughout projects and communicate to pertinent stakeholders 3.5 Address variances in delivery of expected benefits

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Prepares documentation to confirm and report on defined benefits and reviews using appropriate format, vocabulary and structure
Oral Communication	Participates in a range of verbal exchanges using language and features appropriate to audience Uses active listening and questioning techniques to confirm understanding
Numeracy	Calculates, compares and contrasts outcomes against targets using appropriate mathematical formulae
Planning and organising	Develops flexible plans for complex, high impact activities with strategic implications that involve a diverse range of stakeholders with potentially competing demands Sequences and schedules complex activities, monitors implementation and evaluates results

Unit Mapping Information

Supersedes and is equivalent to BSBPMG623 Manage benefits.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG636 Manage benefits

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage benefits for a program of work.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

components of different benefit delivery models

qualitative and quantitative data to assess project and program performance against plans

techniques used in decision making theory and analysis applied to benefits assessment

types and definition of program benefits

workplace identification and documentation of program benefits

relationship between program delivery and benefits realisation approaches

forecasting program benefits realisation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

access to examples of program workplace documentation related to attaining program benefits

feedback from stakeholders, which reflects how benefits management was managed for a program.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG637 Engage in collaborative alliances

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to enable a program manager to engage in collaborative alliances. It includes identifying opportunities and forging alliances with other organisations to facilitate attainment of program benefits.

Collaborative alliances are significantly different in focus and content from commercial contracts in that the parties operate as partners with shared interests and a higher degree of joint decision-making. Collaborative agreements often involve organisations that are part of the same legal entity such as business units of the same corporation or departments of the same government.

The unit applies to individuals who are program managers and those managing a suite of projects (a program). They operate within assigned authority levels, are responsible for their own performance, program outcomes, and sometimes the performance of others.

Individuals in this role may be operating within an organisation, a business or as a consultant.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify opportunities for collaboration and develop collaborative alliances	1.1 Identify and evaluate opportunities for collaborative alliances according to organisational and program objectives 1.2 Identify and evaluate potential collaborators according to organisational policies 1.3 Initiate and develop relationships with potential collaborators according to organisational policies and procedures
2. Establish collaborative agreements	2.1 Initiate, negotiate, agree and document a collaborative approach with parties which adhere to organisational policies and relevant legal requirements 2.2 Approve and review each formal agreement to ensure continuation of envisaged value and to identify potential need for changes and additions according to organisational policies and procedures 2.3 Develop collaboration plans for each agreement to support implementation
3. Support the evolution of collaborative agreements	3.1 Monitor and nurture relationships with collaborators 3.2 Assess performance of all parties to an agreement against organisational and program objectives and expected results, and address variances 3.3 Make changes to agreements as required according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Identifies and interprets information from a range of sources
Writing	Prepares and modifies agreements and plans using appropriate language and format
Oral Communication	Participates in verbal exchanges using language and features appropriate to the audience Uses active listening and questioning techniques to confirm understanding
Teamwork	Uses interpersonal skills to negotiate agreements with diverse stakeholders Invests time and energy in building and maintaining effective working relationships
Planning and organising	Plans, implements and monitors tasks and activities required to achieve collaborative alliance goals Evaluates outcomes to identify improvement opportunities

Unit Mapping Information

Supersedes and is equivalent to BSBPMG624 Engage in collaborative alliances.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG637 Engage in collaborative alliances

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

engage in collaborative alliances on at least one occasion.

In the course of the above, the candidate must:

employ environment scanning techniques to identify opportunities for collaboration that are aligned to desired program outcomes

review of formal agreements

assess effectiveness of collaborative relationships.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

methods to identify and evaluate potential collaborators

features of methods to maintain and sustain alliances

negotiating strategies

types of collaboration agreements

features of relevant organisational policies and procedures

program and organisational objectives

strategies to review collaborative agreements in relation to program objectives.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

access to workplace documentation regarding collaborative alliances

feedback from stakeholders, which reflects how collaborative alliances were managed for a program.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG810 Prioritise projects and programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prioritise projects and programs within a portfolio. It covers the identification, strategic alignment and setting of priorities at the portfolio level.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the strategic objectives of the organisation.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify projects and programs	1.1 Identify proposed, planned, active or inactive projects and programs in the organisation 1.2 Identify project sponsor and project approval status of all identified projects 1.3 Capture macro-level project and program information for every project and program within the project portfolio 1.4 Implement ongoing identification and capture of project and program information
2. Undertake strategic alignment	2.1 Align and objectively score projects and programs against organisational strategic objectives 2.2 Identify and assess key drivers, internal and external sources of impact for projects and programs within the portfolio 2.3 Assess projects and programs for alignment with strategic objectives 2.4 Highlight and flag projects and programs that do not align to one or more strategic objective for further analysis 2.5 Categorise projects and programs according to each strategic objective
3. Apply prioritisation	3.1 Identify, document and review organisational prioritisation methods 3.2 Agree on prioritisation criteria for project portfolio assessment with executive stakeholders 3.3 Prioritise projects and programs based on their alignment

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Develops and documents analysis of project prioritisation using appropriate organisational formats and project management vocabulary
Oral Communication	Participates in discussions using language and features appropriate to the audience Uses active listening and questioning techniques to confirm understanding
Initiative and enterprise	Identifies how own role contributes to the broader goals of the organisation, and uses this to inform planning
Teamwork	Plays a lead role in situations requiring effective collaboration and high-level negotiation skills
Planning and organising	Sequences and schedules complex activities with an understanding of how they contribute to broader organisational goals Systematically gathers and analyses all relevant information and evaluates options to inform decisions about strategic alignment

Unit Mapping Information

Supersedes and is equivalent to BSBPMG801 Prioritise projects and programs.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG810 Prioritise projects and programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

for at least one portfolio of work, identify programs, undertake strategic alignment of projects to organisational objectives, and prioritise projects.

In the course of the above, the candidate must:

develop a program and project register

negotiate and document minutes of meetings demonstrating agreement to portfolio evaluation criteria

prepare a portfolio charter

apply the organisational prioritisation model for projects and programs

map and provide solutions for dependency between projects and programs.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

formalised tools and processes to capture and collate information

project and program priorities and categories

level of detail captured on each project and program and methods to record and manage

steps in an organisational prioritisation method

review and decision-making processes used to determine the alignment of projects and programs to various strategic themes

examples of how internal and external environmental factors are considered in projects and programs.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects how prioritisation was managed for a portfolio.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG811 Select and balance the portfolio

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to select and balance a portfolio. It covers the screening of projects and programs, undertaking investment appraisal, selecting and gaining approval and monitoring a portfolio.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the organisation’s strategic objectives.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Undertake screening	1.1 Review business case for each project and program according to task requirements to capture interfaces, emergent risks, resource requirements, business benefits and their timings 1.2 Identify business benefits to be achieved by mapping dependencies between projects and programs 1.3 Identify and add mandatory projects and programs to the project portfolio
2. Complete investment appraisal	2.1 Identify desirability of project and programs based on their risk, projected benefits and business impacts assessment 2.2 Examine and adjust projects and programs that deliver similar business benefits and outcomes 2.3 Commission feasibility studies in instances where additional analysis is required to determine investment merit 2.4 Identify most appropriate projects and programs to receive organisational investment using a comparative analysis 2.5 Determine the budget or financial profile for each project and program
3. Select projects and programs for the portfolio	3.1 Use a project selection model to select projects and programs that comprise the portfolio 3.2 Review the organisations ideal project and program mix and calibrate the project selection model 3.3 Select projects and programs for inclusion in the portfolio based on the project selection model used by the organisation 3.4 Solicit project selection decision-making and support from executive management by preparing and presenting information
4. Monitor and apply approval status	4.1 Review and update the project and program approval process 4.2 Make recommendations to executive management for projects to be included in the portfolio 4.3 Facilitate the approval of projects or programs to be included in the portfolio by executive management 4.4 Allocate projects and programs a selection status 4.5 Provide identified funding and resources to approved projects and programs

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Documents results of screening and selection processes Develops documents to communicate results of selection process using appropriate formats and vocabulary
Oral Communication	Presents information using language and features appropriate to the audience Uses active listening and questioning techniques to confirm understanding
Numeracy	Interprets numerical data to determine resource requirements, budgetary needs and funding possibilities Uses analytical processes to evaluate information and decide on most appropriate options
Self-management	Understands the relationship between immediate tasks and the broader goals of the organisation, and uses this to inform decision-making
Teamwork	Plays a lead role in situations requiring effective collaboration and high-level influencing and negotiation skills
Planning and organising	Develops and implements flexible plans for complex, high impact activities with organisational implications Sequences and schedules activities to achieve planned outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBPMG802 Select and balance the portfolio.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG811 Select and balance the portfolio

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

select and balance the portfolio on at least one occasion.

In the course of the above, the candidate must:

prepare a dependency map

undertake a project selection process

prepare a detailed project register for a portfolio explaining selection, appraisal and approval monitoring

monitor and control the status of project and program approvals.

demonstrate use of analysis methods and techniques, including:

cost-benefit analysis

quantitative analysis

scenario planning

probability analysis

graphical analysis methods.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

business cases review process

rejected, cancelled or on-hold projects and programs with reasons for rejection

key analysis methods and techniques

process to cancel or put on hold those projects and programs currently underway that have been rejected from the portfolio

list of approved and rejected projects and programs to stakeholders

criterion prioritisation models

supply and demand concepts

methods to determine organisational human resources capacity

structure and use of business cases and feasibility studies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources

feedback from stakeholders, which reflects how selection and balance across the portfolio was achieved.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG812 Manage and review portfolio performance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to effectively manage and review a portfolio. It covers project and program oversight, continuous improvement across the portfolio and benefits management realisation.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the organisation’s strategic objectives.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Program and project delivery oversight	1.1 Align the portfolio review cycle with appropriate project or program review points 1.2 Review project and program performance against respective plans and measure performance against continuously captured qualitative and quantitative data 1.3 Monitor the portfolio against projects or programs key objectives and benefits 1.4 Flag projects and programs not achieving planned performance for review and further investigation 1.5 Make recommendations to change projects or programs included in the portfolio
2. Portfolio continuous improvement	2.1 Review and improve project identification and approval 2.2 Assess portfolio value and contribution to strategic priorities through the monitoring and review of key performance indicator measures 2.3 Apply lessons learned into the project selection, prioritisation and portfolio balancing processes
3. Benefits management and realisation	3.1 Prepare and update portfolio delivery map showing the key timings and inter-dependencies between projects and programs and the associated benefits to be produced 3.2 Manage the portfolio according to organisational objectives

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Documents results of reviews using appropriate organisational formats Prepares documents to support portfolio management using format and vocabulary suitable to audience
Oral Communication	Provides information using language and features appropriate to audience
Numeracy	Interprets quantifiable data to effectively manage and review portfolios
Initiative and enterprise	Identifies the relationship between immediate tasks and organisational strategic objectives, and uses this to inform assessments
Teamwork	Selects and uses appropriate communication methods and practices to provide recommendations
Planning and organising	Develops flexible plans for complex, high impact activities with strategic implications, making changes when required Monitors and analyses performance against plans to identify and implement improvements Evaluates outcomes to identify process improvements

Unit Mapping Information

Supersedes and is equivalent to BSBPMG803 Manage and review portfolio performance.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG812 Manage and review portfolio performance

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage and review portfolio performance on at least one occasion.

In the course of the above, the candidate must:

identify how the portfolio can be continuously improved

apply types of qualitative and quantitative data and other metrics that can be used to determine project performance

determine and map cross project/program dependencies

respond to signs and symptoms of project/program failure and underperformance.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

portfolio review matrix, including the collection of qualitative and quantitative data and other metrics

cross project or program dependency map

use of the portfolio review document

project or program performance report or audit

use of the portfolio delivery map.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects on how portfolio performance was reviewed.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG813 Govern the portfolio

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to provide governance over a portfolio. It covers applying standards, governance models and the portfolio charter.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the strategic objectives of the organisation.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to govern	1.1 Develop disciplined governance arrangements for projects and programs within the portfolio 1.2 Develop business strategy according to project portfolio 1.3 Verify that all projects and programs within the portfolio have an approved plan prepared to organisational and legislative requirements 1.4 Verify decision-making competence of members of delegated authorisation bodies 1.5 Define criteria for reporting project status and for the escalation of risks and issues to the levels required by the organisation
2. Undertake governance activities	2.1 Prepare a portfolio charter, which clearly establishes portfolio governance and management roles, authorities, approval limits, responsibilities and the scope of portfolio control 2.2 Apply disciplined governance arrangements, supported by appropriate methods and controls, to projects and programs within the portfolio 2.3 Implement business strategy 2.4 Record and communicate decisions made at authorisation points 2.5 Support executive management to ensure appropriate independent assurance of projects/programs occurs
3. Monitor governance processes	3.1 Communicate required portfolio updates with portfolio stakeholders according to task and organisational requirements 3.2 Review the portfolio charter 3.3 Evaluate project performance against criteria for reporting project status 3.4 Identify areas for improvement

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Develops governance documentation using organisational formats and vocabulary suitable for the audience Records results of decisions using format and vocabulary suitable for the audience
Self-management	Identifies and adheres to organisational, legal and regulatory requirements
Teamwork	Selects and uses appropriate communication methods and practices to provide recommendations
Planning and organising	Develops flexible plans to manage complex, high impact activities with strategic implications Regularly reviews outcomes against requirements to determine the need for change

Unit Mapping Information

Supersedes and is equivalent to BSBPMG804 Govern the portfolio.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG813 Govern the portfolio

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

establish governance over a portfolio on at least one occasion.

In the course of the above, the candidate must:

prepare a portfolio charter

apply a decision-making matrix with suitable criteria

determine a suitable governance model to a portfolio context

define suitable decision-making authorities and delegations

prepare governance documentation and reports.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

governance mechanisms established in the portfolio

project, program and corporate governance models

appropriate methods and controls, for supporting disciplined governance arrangements

methods to incorporate legislative, regulatory or business requirements and changes into portfolio management decisions and controls

content and requirements of approved plans

features of efficient delegated authorisation body decision-making including:

sufficient representation

competence

authority

resources to enable bodies to make appropriate decisions

link between portfolio governance mechanisms and those used in projects/programs

suitable methods to communicate the governance requirements to subordinates

how portfolio decisions are made and supported.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects how governance was managed within a portfolio.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG814 Lead the portfolio

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead the portfolio. It covers provision of effective leadership and management within the portfolio, and ensuring a vision is developed and communicated.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the strategic objectives of the organisation.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Lead the portfolio team	1.1 Champion portfolio management within the organisation 1.2 Justify portfolio management resourcing at prescribed intervals according to task requirements 1.3 Quantify and communicate the associated value provided to the business 1.4 Brief and support project and program sponsors throughout the project/program lifecycles according to task requirements 1.5 Assess performance of portfolio management staff and provide feedback according to task requirements 1.6 Communicate and negotiate with internal and external stakeholders according to task requirements
2. Make strategic decisions	2.1 Establish a portfolio vision 2.2 Communicate the portfolio vision to stakeholders according to organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Prepares documents to support portfolio management resourcing using organisational formats and project specific vocabulary Documents results of performance reviews using appropriate organisational formats
Oral Communication	Participates in a range of verbal exchanges using language and features appropriate to audience Uses active listening and questioning techniques to confirm understanding
Numeracy	Identifies quantifiable data to effectively justify financial benefits to business
Self-management	Identifies and adheres to organisational requirements and contributes to the broader goals of the organisation
Teamwork	Selects and uses communication methods and practices appropriate to audience and context Builds and maintains effective relationships within immediate work context
Planning and organising	Devises and implements plans to champion portfolio management Reviews implementation activities at regular intervals to decide on further actions

Unit Mapping Information

Supersedes and is equivalent to BSBPMG805 Lead the portfolio.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG814 Lead the portfolio

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead at least one portfolio of work.

In the course of the above, the candidate must:

provide management support and direction to the portfolio team

act as a role model and portfolio champion within the organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

the application of team management techniques and strategies

performance management within a team

how a portfolio manager can champion the vision within an organisation

content and development of a portfolio vision including:

strategic plan

vision statement

charter

business plan

motivation and leadership theories.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects how the portfolio was led.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG815 Manage portfolio communications and change

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage communications and change within a portfolio. It covers portfolio metrics, data collection and measurement, stakeholder involvement and communication.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the strategic objectives of the organisation.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Apply portfolio metrics, measurement and report	1.1 Develop and review a portfolio communications strategy, for use by portfolio staff 1.2 Capture and manage information on projects and programs that comprise the portfolio and their status using a portfolio management information system 1.3 Verify progress reports to executive management show achievement or non-achievement toward strategic objectives 1.4 Communicate project selection criteria and project selection model throughout the organisation 1.5 Integrate portfolio data collection processes and systems into organisational processes and systems
2. Undertake stakeholder engagement and management	2.1 Develop and implement process for organisational strategic management planning team to interact with executive management 2.2 Consider internal and external stakeholder needs in portfolio mix 2.3 Verify the organisation fosters a culture of continuous improvement and of open internal disclosure of appropriate portfolio information
3. Communicate portfolio review outcomes	3.1 Identify and communicate criteria to evaluate portfolio management success 3.2 Forward portfolio management reports containing strategic information of portfolio status and progress to key project stakeholders according to task requirements 3.3 Communicate projects selected for inclusion in and rejection from the portfolio along with the rationale for the decision

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Develops strategies and supporting documentation using appropriate organisational formats and vocabulary Drafts and develops written communications to stakeholders using structure and vocabulary appropriate to the audience
Oral Communication	Provides information using language and features appropriate to audience Uses active listening and questioning techniques to confirm understanding
Self-management	Identifies contribution of own activities to the achievement of strategic objectives
Teamwork	Selects and uses appropriate communication methods and practices to provide information to a range of stakeholders
Planning and organising	Plans and implements complex tasks to achieve strategic objectives Analyses available information to decide on actions needed to facilitate stakeholder engagement Uses digital tools to access, organise and analyse information for strategic purposes

Unit Mapping Information

Supersedes and is equivalent to BSBPMG806 Manage portfolio communications and change.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG815 Manage portfolio communications and change

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage portfolio communications and change on at least one occasion.

In the course of the above, the candidate must:

undertake executive briefings and presentations on the portfolio management approach

prepare and deliver executive briefings on the portfolio status

prepare portfolio reports showing component project/program performance

document minutes of portfolio review meetings

provide advice explaining why projects have been included or excluded from the portfolio.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

examples of project, program and business level reporting

influence of organisational politics on portfolio performance

importance of negotiation and influencing skills

principles of change management as applied to a portfolio.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects how communication and change was managed within a portfolio.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG816 Manage portfolio resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage human resources within a portfolio. It covers capacity planning, capacity assessment, assignment and coordination of human resources for a portfolio.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the strategic objectives of the organisation.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess portfolio resources capacity	1.1 Identify project and program resources based on resource forecasts 1.2 Capture a baseline of existing and proposed resources 1.3 Review, identify and assess the resource capacity of the organisation according to task requirements 1.4 Develop, review and update a portfolio resource strategy based on the status of projects and programs in the portfolio
2. Assess skills and experience	2.1 Capture and maintain details of human resource skill sets and experience 2.2 Capture and maintain human resource availability and utilisation information 2.3 Highlight human resource deficiencies and strengths and factor these into the organisational workforce and development plans 2.4 Implement strategies to resolve human resource deficiencies and imbalances 2.5 Assess readiness for change and identify impacts of change
3. Assign project and program resources	3.1 Allocate resources optimally based on organisational strategic priority of projects and programs within the portfolio 3.2 Forecast the impact on the organisation of project and program resource allocation and utilisation against plans 3.3 Identify and investigate resource gaps and conflicts 3.4 Take appropriate action to resolve the identified resource constraints according to organisational strategic priorities
4. Coordinate and prioritise resources	4.1 Coordinate cross-organisational resource assignment to support prioritised projects and programs 4.2 Reallocate resources from projects/programs cancelled or put on hold

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Demonstrates sophisticated writing skills by selecting appropriate conventions and stylistic devices to express precise meaning
Numeracy	Identifies numerical information to determine resource requirements, assignments and reallocations
Self-management	Identifies the relationship of own activities to organisational strategic goals
Planning and organising	Develops and implements flexible plans for complex, high impact activities with strategic implications Prioritises and schedules complex activities, monitors implementation and makes changes to plans where required Uses problem-solving processes to identify and analyse program resource issues, and decide on appropriate response

Unit Mapping Information

Supersedes and is equivalent to BSBPMG807 Manage portfolio resources.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG816 Manage portfolio resources

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage portfolio resources on at least one occasion.

In the course of the above, the candidate must:

undertake skills assessment and identify solutions

optimise human resource allocation across projects and programs

prepare resource utilisation calculations from collection techniques.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

human resource allocation models

strategic human resource management approaches

factors for consideration in a review and a portfolio strategy update, including considering the organisations resource constraints

requirements to coordinate cross-organisational resource assignment including:

risk requirements

quality requirements

calculation and distribution based on supply and demand concepts

workforce planning methods

the application of strategic resource management and planning.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects how human resources were managed within the portfolio.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPMG817 Manage portfolio risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage the risks within a portfolio. It covers the identification, analysis, monitoring and control of portfolio risks.

A portfolio is the centralised management of one or more portfolios of projects, which includes identifying, prioritising, authorising, managing and controlling projects, programs and other related work, to achieve specific strategic business objectives.

The unit applies to individuals who operate at the strategic level within the organisation. Unlike projects or programs, a portfolio does not have a finite life, instead it is a continuous process and requires regular tending to ensure the portfolio remains in balance and is consistent with the strategic objectives of the organisation.

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

Unit Sector

Business Competence – Project Management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish portfolio risks	1.1 Establish and review standards and procedures for portfolio risk management according to task requirements 1.2 Integrate the portfolio risk management approach with organisational risk management systems and strategies 1.3 Analyse organisational risk appetite 1.4 Seek input about risks from stakeholders, executive management and other specialists 1.5 Identify external and internal threats and opportunities and assess their impact on the portfolio
2. Analyse portfolio risks	2.1 Calculate overall portfolio risk profile and organisational exposure using results from project and program risks analysis 2.2 Capture and review individual project and program risks on a regular basis to determine the potential impact on the organisation 2.3 Audit project and program risks to monitor risk management performance and assess the portfolio risk profile
3. Monitor and control portfolio risks	3.1 Implement and manage organisational risk reserves 3.2 Explore opportunities identified through risk analysis 3.3 Implement strategies to minimise impact of portfolio risks to organisation

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Applies appropriate strategies to construct meaning from complex texts
Writing	Demonstrates sophisticated writing skills by selecting appropriate conventions and stylistic devices to express precise meaning
Oral Communication	Participates in a range of verbal exchanges using language and features appropriate to audience Uses active listening and questioning techniques to confirm understanding
Self-management	Contributes to the development and review of procedures to align with organisational goals and values
Teamwork	Selects and uses appropriate communication methods and practices to seek information from a range of stakeholders
Planning and organising	Develops flexible plans for complex, high impact activities with strategic implications with specific focus on risk assessment and management Prioritises and schedules complex activities, monitors implementation and makes changes to plans where required Systematically analyses and assesses available information to decide on actions needed to manage portfolio risk Stores results from risk analysis to enable future access Identifies opportunities for new ideas or approaches based on risk analysis

Unit Mapping Information

Supersedes and is equivalent to BSBPMG808 Manage portfolio risk.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPMG817 Manage portfolio risk

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage portfolio risk on at least one occasion.

In the course of the above, the candidate must:

apply lessons learned from previous project/programs in portfolio planning

analyse risks and opportunities

communicate risk events, responses and results to stakeholders

develop risk management plans

detail the conduct of risk reappraisal

review the effectiveness of risk management processes, procedures, tools and recommendations

document improvements and risk management lessons learned.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

risk management theory

potential risk events

Australian and international risk management standards

the use of qualitative and quantitative risk techniques, including:

cause and effect modelling

risk probability and impact assessment

probability and impact matrix

risk data quality assessment

risk categorisation

risk urgency assessment

enterprise risk management approaches.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

feedback from stakeholders, which reflects how risk was managed for a portfolio.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC401 Plan procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to identify suppliers, determine procurement methods, establish a plan and prepare for procurement activities.

It applies to individuals who are required to plan for complex procurement activities through the identification of materials and services to support organisation strategies.

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

Unit Sector

Administration – Procurement and Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish goods and services to be procured	1.1 Determine and agree organisation need for goods and/ or services to be procured 1.2 Obtain specifications for goods and services to be procured from relevant personnel and clarify as required 1.3 Research and identify supply market for goods and/ or services to be procured 1.4 Select procurement methods most appropriate to particular goods and services to be procured 1.5 Communicate with stakeholders to approve goods and/ or services to be procured
2. Evaluate specifications of procurement	2.1 Assess the scope and function of goods and/or services to be procured, identifying outcomes, objectives and logistics 2.2 Establish procurement timeframe and develop a schedule for tender of goods and/ or services 2.3 Create measurable outputs for desired contractual outcomes 2.4 Specify resource requirements and stakeholders responsible for key procurement activities
3. Identify suppliers	3.1 Conduct market analysis to identify suppliers 3.2 Develop request for quotation documentation and invite suppliers to bid 3.3 Review suppliers against procurement requirements and organisational protocols 3.4 Make recommendations about preferred offers, seek and obtain approval from relevant personnel
4. Manage procurement plan	4.1 Establish a strategy for managing the outputs from the supplier 4.2 Develop key performance indicators to monitor performance and ensure outcomes are achieved 4.3 Create a management strategy for transition in/out issues 4.4 Consult with stakeholders to confirm procurement plan 4.5 Consult with stakeholders through all stages of the development of the procurement plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Analyses and interprets information to identify relevant key information
Writing	Creates everyday workplace documentation using terminology and format relevant to audience and purpose
Oral Communication	Uses suitable language to liaise with suppliers and clarify information within the organisation Uses active questioning and listening techniques to confirm requirements
Numeracy	Performs mathematical analysis to evaluate supplier bids
Navigate the world of work	Follows organisational procedures and policies Understands how own role connects with others and contributes to broader work goals
Get the work done	Takes responsibility for planning, sequencing and prioritising tasks for efficient and effective outcomes Implements standard procedures to make routine decisions Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC401 Plan procurement Release 1	BSBPUR401 Plan purchasing Release 1	Title change, updates to elements, performance criteria and assessment requirements	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC401 Plan procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

•	establish goods and/ or services to be procured and prepare request for quotation

•	create procurement methods and verify with stakeholders

•	assess the scope of the procurement and create a schedule

•	determine desired organisational outcomes from procurement activity

•	evaluate resource requirements for all procurement activities

•	analyse market for goods and/ or services to be procured

•	identify and issue invitation for suppliers to offer

•	prepare offers and obtain offer approval from stakeholders

•	develop strategies to manage supplier transition and performance

•	consult with stakeholders throughout the duration of procurement planning activities.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key principles and practices of planning procurement activities for goods and/or services

key features of organisational policies and procedures relating to planning procurement for goods and/ or services, including:

organisational policy and procedures for preparing and evaluating supplier offers

organisational stakeholder buy-in and continual consultation for procurement activities

alignment to organisational strategic goals

safety procedures for specific procurement activities

key features of routine procurement plans.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – procurement and contracting field of work and include access to:

•	organisation policies and procedure

•	procurement strategies and relevant procurement records

•	case studies and, where possible, real situations in the workplace.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC402 Negotiate contracts

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to participate in the negotiation of contracts to procure goods and/or services.

It applies to individuals who undertake activities such as cost and market analysis, using information to support the planning of negotiations with suppliers to achieve best value. Individuals are required to plan, prepare and undertake effective contract negotiations while demonstrating high levels of personal effectiveness.

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

Unit Sector

Administration – Procurement and Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for contract negotiation with suppliers	1.1 Prepare for contract negotiation and research supplier organisation information, regulatory constraints and unique category considerations 1.2 Undertake market analysis to support contract negotiations and inform negotiation strategy 1.3 Seek legal advice on implications for procurement of goods and/ or services that may impact contract negotiations 1.4 Identify risks associated with contract negotiations
2. Establish negotiation processes	2.1 Determine the objectives and establish strategies for contract negotiation meeting 2.2 Establish resourcing requirements with organisation stakeholders 2.3 Access legal expertise to determine the legal requirements for the organisation and ensure they are compliant 2.4 Recognise the use and the content of contractual terms for procured goods and/ or services
3. Undertake contract negotiation	3.1 Establish the bargaining position with stakeholders to determine strength and weaknesses of organisational procurement capability 3.2 Define and evaluate the attributes of a good negotiator and apply them to effective negotiations 3.3 Employ a range of persuasive techniques and tactics to navigate difficult circumstances and achieve desired contract outcome 3.4 Use verbal and non-verbal communications in negotiation situations including reducing the potential for conflict
4. Finalise contracts	3.1 Ensure contracts are signed and exchanged between the organisation and suppliers 3.2 Develop and discuss the legalities and commercial considerations linked to the contract in accordance with organisational requirements 3.3 Ensure contracts and related documents are stored and safeguarded 3.4 Advise relevant stakeholders of contract requirements 3.5 Advise unsuccessful suppliers of non-acceptance of offers

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses textual information from a range of sources and identifies relevant key information to assist in the negotiation process
Writing	Develops material to convey explicit information and results using clear and detailed language appropriate to audience and context
Oral Communication	Uses clear language and suitable features to provide information to a variety of individuals Uses active listening and questioning techniques to convey and clarify information
Navigate the world of work	Monitors adherence to implicit and explicit organisational procedures and policies Recognises the implications of legal and regulatory responsibilities related to own work and is beginning to recognise some general legal principles applicable across work contexts
Interact with others	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role Collaborates and negotiates with others as part of familiar routine activities
Get the work done	Takes responsibility for planning, sequencing and prioritising tasks for efficient and effective outcomes Implements standard procedures to make routine decisions Recognises and takes responsibility for addressing predictable problems in familiar work contexts Understands the importance of secure information in relation to own work

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC402 Negotiate contracts Release 1	BSBPUR402 Negotiate contracts Release 1	Updates to elements, performance criteria and assessment requirements	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC402 Negotiate contracts

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

prepare and conduct contract negotiations for the procurement of goods and/or services in accordance with organisational policies and procedures, including:

using market analysis to evaluate suppliers

determining objectives for contract negotiation

arranging contract documentation and ensuring compliance

using a range of effective and persuasive negotiation techniques

demonstrating personal effectiveness in contract negotiation processes.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key provisions of relevant legislation, codes of practice and national standards that affect procurement of goods and/or services

key principles of procurement contracts, including:

organisational policies, procedures and relevant documentation for contract negotiation

key legal requirements for the acquisition of goods and/ or services

organisation practices, policies and procedures for procurement

procurement principles for:

accountability

probity and transparency

risk management

value for money.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – procurement and contracting field of work and include access to:

organisation policies and procedures

procurement strategies and relevant procurement records

sample contracts

office equipment and supplies

case studies and, where possible, real situations in the workplace.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC403 Conduct international procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to conduct international procurement. This includes sourcing potential suppliers, inviting offers, evaluating the offers received, preparing recommendations and contracting the successful supplier. It also covers arranging importation of the goods, satisfying regulatory requirements, arranging required payments and ensuring all contractual obligations are met.

It applies to individuals who conduct international procurement activities to reduce cost and increase efficiency. Individuals will be able to demonstrate the ability to localise and implement sourcing strategies based on market analysis, business requirements, and organisational objectives. Individuals undertaking this unit are typically undertaking procurement in accordance with an organisation’s international procurement guidelines and work under minimal supervision of a senior procurement manager or in consultation with senior management.

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

Unit Sector

Administration – Procurement and Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Source international suppliers	1.1 Identify goods and/ or services to be procured internationally 1.2 Research potential sources of supply from relevant information sources 1.3 Examine market structures for proposed international procurement activities 1.4 Determine regulations governing international procurement 1.5 Source and apply relevant organisation procedures, policies and regulations govern the international procurement of goods and/ or services
2. Prepare invitations to offer for imported goods	2.1 Obtain and clarify specifications of requirements for international sourcing of specified goods and/ or services from relevant stakeholders as required 2.2 Select procurement strategy most appropriate to the proposed goods and/ or services 2.3 Develop and document invitations to offer 2.4 Ensure invitations to offer are checked for compliance with regulations, organisation policies and procedures and description of required goods and/ or services 2.5 Develop, document and obtain approval for criteria for evaluating offers 2.6 Issue invitations to offer to prospective suppliers after gaining approval from relevant personnel
3. Prepare recommendations in response to offers	3.1 Receive and assess offer documents from suppliers against criteria and requirements of organisational procurement strategies 3.2 Seek further information from suppliers, as required, to clarify offers 3.3 Select preferred offer and make recommendation for approval to relevant personnel 3.4 Consult with stakeholders and obtain approval for recommended offers
4. Action successful offers	4.1 Prepare contract documentation with successful supplier 4.2 Consult to ensure legality of contract agreements in accordance with organisation procedures 4.3 Issue contract in accordance with received approval from stakeholders 4.4 Inform unsuccessful offers of outcome of evaluation process in accordance with legal and organisation requirements
5. Arrange importation of goods	5.1 Assess risks in ownership and logistics of goods and/ or services throughout international procurement activity 5.2 Seek agents as required to arrange inspection, packing, transport, importation, customs clearance and delivery of goods and/ or services 5.3 Satisfy statutory and regulatory requirements including fumigation and export/import controls 5.4 Ensure supply and logistics channels are managed, to achieve delivery of goods and/ or services satisfactorily and within designated timelines
6. Arrange provision of foreign currency payments	6.1 Obtain advice from stakeholders on payment strategy to be followed for international procurement 6.2 Receive arrangements made to initiate currency hedging, letter of credit or payment by direct cheque in accordance with advice 6.3 Finalise and authorise payments at appropriate times according to organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers and analyses textual information from a range of sources and identifies relevant key information for work requirements
Writing	Develops clear workplace documents appropriate to audience and context Completes authorisations according to organisational procurement requirements
Oral Communication	Uses clear language and appropriate features to provide information to a variety of stakeholders and personnel Uses active listening and questioning techniques to convey and clarify information
Numeracy	Interprets numerical data to determine procurement, insurance and foreign currency requirements
Navigate the world of work	Recognises and considers the implications of legal and regulatory responsibilities on own work Adheres to implicit and explicit organisational procedures and policies, seeking advice from others if necessary
Interact with others	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
Get the work done	Takes responsibility for systematically planning, sequencing and prioritising tasks according to agreed timelines Uses systematic processes to gather and analyse information required to make decisions

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC403 Conduct international procurement Release 1	BSBPUR403 Conduct international purchasing Release 1	Title change, updates to performance criteria, performance evidence, knowledge evidence and assessment requirements.	Equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC403 Conduct international procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

apply market research techniques to source international suppliers for specified goods

prepare and issue invitations to suppliers to procure goods and/ or services

evaluate and process documentation to select successful supplier offers

consult and obtain approval from stakeholders on preferred supplier

prepare documentation and issue contracts with preferred suppliers

inform unsuccessful suppliers of outcome of evaluation process

arrange importation of goods and foreign currency payments

evaluate risks and verify regulatory requirements of goods and/ or services to be procured internationally

check that contractual conditions have been met, and take action if non-compliances are identified

apply relevant legislation, regulations, codes of practice, standards and organisation policies and procedures

undertake risk analysis activities related to international procurement

apply principles of payments using foreign currency.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key principles and provisions of relevant legislation that affects business operations, codes of practice and national standards relevant to procurement

range of industry accepted methods of payment applicable to international procurement

standard organisational policies and procedures for international procurement

risk factors and control measures relevant to international procurement

Key range of agencies and organisations involved in arranging importation arrangements such as:

consultants

customs brokers

freight forwarders

logistics and transport companies

key features of organisational policy to identify relevant insurance brokers and outline the range of available types of policies to cover risks of international procurement.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – procurement and contracting field of work and include access to:

organisation policies and procedures

procurement strategies and relevant procurement records

office equipment and supplies

case studies and, where possible, real situations in the workplace.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC406 Conduct e-procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to conduct e-procurement to source goods and/ or services in response to internal needs.

It applies to individuals who conduct online procurement of goods and/ or services from a variety of sources. While an individual may work closely with other staff members in the organisation, they have responsibility and autonomy to source quality goods and/ or services, monitor the procurement process and assess suppliers against organisation procurement policies and procedures.

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

Unit Sector

Administration - Procurement

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify requirements and risks for e-procurement	1.1 Research and identify goods and/ or services to be e-procured in accordance with organisational objectives 1.2 Assess risk and benefits associated with e-procurement of goods and/ or services in accordance with organisational policies and procedures 1.3 Document and discuss e-procurement risks and benefits with organisational management
2. Engage in e-procurement	2.1 Create an e-procurement order for goods and/ or services 2.2 Electronically monitor the status of e-procured goods and/ or services against costs, timelines and organisational policies and procedures 2.3 Assist in the e-payment of third parties and identify rejected payments 2.4 Contribute to the development of e-procurement reports 2.5 Present report to organisational management for review
3. Support organisational objectives through e-procurement	3.1 Analyse the benefits of e-procurement against organisational objectives and identify areas for improvement 3.2 Review different e-procurement platforms that could assist in continuous improvement of organisational policies and procedures 3.3 Contribute to new ways of electronic working through improvements in e-procurement 3.4 Assist in consultation of stakeholders to gain buy-in to e-procurement strategies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Analyses, matches and interprets information, paying attention to detail to identify errors
Writing	Records information accurately using correct spelling, grammar and terminology
Oral Communication	Uses questioning and active listening to convey and clarify information and instructions
Numeracy	Performs mathematical analysis to verify financial information
Navigate the world of work	Follows legislative requirements, and organisational protocols, policy and procedures relevant to own role
Interact with others	Uses correct communication practices and protocols to obtain strategy approval from stakeholders
Get the work done	Plans, organises and implements tasks according to organisational and requirements Responds to problems by implementing standard or logical solutions

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC406 Conduct e-procurement Release 1	Not applicable	New unit	No equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC406 Conduct e-procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

contribute to e-procurement processes in an organisation, including:

researching and documenting e-procurement risks

monitoring e-procurement status electronically

assist in monitoring of timelines and costs

evaluate and implement improvements to e-procurement strategies in an organisation.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key features of researching and identifying goods and/ or services to be e-procured

assessment of key	risks impacting e-procurement

criteria and processes for assessing risk for e-procurement

key requirements of electronic applications relating to e-procurement

relevant legislation and organisation policies and procedures related to:

e-procurement terms and conditions for procurement

online transactions

continuous improvement.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – procurement and contracting field of work and include access to:

relevant legislation and organisation policies and procedures

procurement strategies and relevant procurement records

office equipment and supplies

case studies and, where possible, real situations in the workplace.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC501 Manage procurement strategies

Modification History

Release	Comments
Release 2	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to develop, implement and evaluate an organisation's procurement strategies.

It applies to individuals focussing on the development, design and implementation of strategies to support the procurement of goods and/ or services. While an individual may work closely with other staff members in the organisation, they have individual responsibility and autonomy to develop, communicate and implement organisational procurement strategies.

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

Unit Sector

Administration – Purchasing and Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine procurement objectives	1.1 Evaluate procurement strategies within organisation 1.2 Identify key strategic business units and their alignment to organisation objectives for procurement 1.3 Establish models for strategy development within organisation for procurement 1.4 Assess the relationship between procurement and strategic organisation objectives 1.5 Undertake consultations with relevant stakeholders and personnel to seek input into procurement strategies
2. Develop procurement strategies	2.1 Analyse and develop procurement strategies, taking into account legal requirements and organisation policies 2.2 Develop resourcing, financial and other plans to support implementation of procurement strategies 2.3 Assess the impact of procurement strategies on broader organisation objectives 2.4 Consult with stakeholders to confirm procurement strategy and its alignment to organisational objectives
3. Implement procurement strategies	3.1 Determine resourcing requirements to implement procurement strategy 3.2 Assist in implementation of procurement strategies 3.3 Monitor activities associated with the implementation of procurement strategies 3.4 Identify and address risks arising during the implementation of procurement strategies 3.5 Manage performance reporting frameworks to understand efficiency and effectiveness of procurement strategy
4. Evaluate procurement strategies and implement improvements	4.1 Review implementation of procurement strategies to assess areas for improvement 4.2 Identify improvements to procurement strategies from review process 4.3 Gain approval from stakeholders to implement improvements to procurement strategies 4.4 Monitor and review implementation of improvements to determine their effectiveness

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets textual information from a range of sources and determines how content may be applied to organisational requirements
Writing	Develops complex material to convey explicit information and results using clear and detailed language appropriate to relevant audience and context
Oral Communication	Communicates verbally using clear language and appropriate features to provide information to a variety of individuals Uses active listening and questioning techniques to convey and clarify information
Numeracy	Interprets a range of numerical data to determine procurement objectives
Navigate the world of work	Appreciates the implications of organisational, legal and regulatory responsibilities that relate to own work
Interact with others	Liaises with suppliers and relevant stakeholders to negotiate agreement on procurement strategies Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
Get the work done	Accepts responsibility for planning, prioritising and sequencing complex tasks and workload Uses analytical processes to generate and evaluate possible solutions to problems Reflects on outcomes to identify possible improvements

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC501 Manage procurement strategies Release 1	BSBPUR501 Develop, implement and review purchasing strategies Release 2	Title change, updates to elements and performance criteria, performance and knowledge evidence	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC501 Manage procurement strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

undertake research and analysis of organisation objectives and policies

develop procurement objectives and strategies for an organisation, including:

performance management frameworks

implement procurement strategies developed in an organisation

evaluate and implement improvements to procurement strategies in an organisation.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key provisions of relevant legislation that affect procurement and contracting

key organisational business units

key industry models for development of procurement strategy

key components of organisational policies and procedures related to:

business terms and conditions for procurement

contracting and tendering

ethical behaviour

procurement processes.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – procurement and contracting field of work and include access to:

organisation policies and procedures

procurement strategies and relevant procurement records

office equipment and supplies

case studies and, where possible, real situations.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC502 Manage supplier relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to manage relationships with suppliers of larger or multiple smaller procurement activities, where the relationship is of some significance to the organisation. It covers managing procurement agreements, resolving disagreements with suppliers, finalising agreements, and reviewing the performance of suppliers.

It applies to individuals who manage relationships with an organisation’s suppliers, and is typically undertaken by a senior procurement officer or procurement manager.

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

Unit Sector

Administration – Procurement and Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Manage supplier agreements	1.1 Monitor supplier performance throughout the duration of agreements in accordance with organisational policies and procedures 1.2 Identify, monitor and manage risks in risk management plans throughout the duration of agreements 1.3 Identify and address potential and actual performance issues 1.4 Negotiate and resolve amendments to agreements as a consequence of addressing performance issues 1.5 Seek and obtain approval for amendments from organisational management 1.6 Communicate approved amendments to suppliers and relevant personnel
2. Resolve disagreements with suppliers	2.1 Identify and investigate causes of disagreements with suppliers and assess their validity 2.2 Negotiate and resolve disagreements 2.3 Establish transparent and trust with supplier to support relationship 2.3 Document amendments to agreements as a consequence of the resolution of disagreements in accordance with organisational policies and procedures 2.4 Seek and obtain approval for amendments from organisational management 2.5 Communicate approved amendments to suppliers and relevant personnel
3. Finalise agreements	3.1 Confirm all supplier obligations as having been met prior to agreements being finalised 3.2 Finalise procurement agreements on completion of contract 3.3 Document arrangements to finalise agreements in accordance to organisational policies and procedures
4. Review performance of suppliers	4.1 Evaluate supplier performance against the requirements of procurement agreements 4.2 Inform suppliers of evaluation outcomes as required 4.3 Make recommendations about future use of suppliers to relevant personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets textual information from a range of sources and determines how content may be applied to organisational requirements
Writing	Documents amendments to agreements Develops documentation according to organisational formats
Oral Communication	Communicates verbally using clear language and appropriate features to provide information to a variety of individuals Uses active listening and questioning techniques to convey and clarify information
Numeracy	Interprets financial information within procurement agreements
Navigate the world of work	Understands legal and organisational obligations that underpin agreements and contracts with suppliers
Interact with others	Liaises with suppliers and relevant personnel to gain agreement on required performance levels Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
Get the work done	Plans and implements tasks required to manage agreements, including negotiating and coordinating input from others Uses analytical processes to decide on a course of action, establishing criteria for deciding between options, and seeking input and advice from others Uses systematic, analytical processes to identify and solve performance problems

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC502 Manage supplier relationships Release 1	BSBPUR502 Manage supplier relationships Release 1	Updates to elements and performance criteria, performance evidence and knowledge evidence.	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC502 Manage supplier relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

successfully manage relationships with suppliers over the life of specific procurement agreements in accordance with organisational policies and procedures, including:

using effective communication to resolve disputes with suppliers amending and developing documentation to finalise an agreement with a supplier

evaluate supplier performance and formulate recommendations about future use of supplier.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key features of procurement supplier relationship management

methodologies to monitor, review and evaluate supplier performance

key techniques to successfully manage and resolve supplier disagreements

key features to outline organisation’s policies and procedures related to:

conduct and ethics

procurement

tendering and contracting.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – procurement and contracting field of work and include access to:

organisation policies and procedures

procurement strategies and relevant procurement supplier management records

office equipment and supplies

case studies and, where possible, real situations

interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC503 Manage international procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to manage international procurement of specific goods and/ or services within organisational policies and procedures, and regulatory frameworks.

It applies to individuals who are responsible for managing international procurement activities in an organisation. They develop and implement relevant supply chain management strategies, manage and review the implementation of improvements to international procurement strategies. They will be responsible for implementing management techniques to help them involve others, be innovative, consultative, influential and persuasive in order to achieve targets effectively.

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

Unit Sector

Administration – Procurement and Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop and document strategies for international procurement	1.1 Research and analyse strategic implications for the organisation’s international procurement of goods and/ or services 1.2 Research international market structures and determine the benefits of global sourcing 1.3 Research and analyse export regulatory requirements of goods and/ or services to be procured internationally 1.4 Draft and submit for approval the organisation’s strategies for international procurement
2. Implement international procurement strategies	2.1 Communicate international procurement strategies to relevant personnel and stakeholders 2.2 Provide support to stakeholders to implement international procurement strategies 2.3 Monitor implementation of international procurement strategies within the organisation 2.4 Identify and address problems and issues arising from implementation of international procurement strategies
3. Monitor international procurement activities	3.1 Evaluate cultural considerations potentially impacting international procurement activities 3.2 Research and assess the legal requirements on internationally procured goods and/ or services and their alignment with organisational strategies 3.3 Assess STEEPLE (social, technical, economic, environmental, legislative and ethical) factors and their impact and risks on international procurement activities 3.4 Evaluate suppliers and potential exception clauses 3.5 Clarify and resolve any discrepancies to the satisfaction of all parties 3.6 Prepare draft contract documentation and access legal expertise to check legality of contract agreement
4. Determine payment strategies	4.1 Analyse financial risk and implement available controls in accordance with organisational policies and procedures 4.2 Identify source and availability of funds for payment that cover goods and/ or services 4.3 Research and analyse currency payment methods and implication on acquisition of goods and/ or services 4.4 Select currency payment methods 4.5 Finalise processing of payment and confirm funds release with organisational management
5. Determine logistics strategies	5.1 Determine requirements for pre-shipment inspection and arrange inspection 5.2 Research and analyse shipping facilities and other transport risks 5.3 Research and analyse regulatory compliance requirements for importation into Australia 5.4 Develop logistics strategies for the organisation taking into account appropriate transport, insurance and regulatory compliance requirements 5.5 Gain approval from relevant personnel for implementation of logistics strategies
6. Evaluate international procurement strategies	6.1 Review implementation of international procurement strategies and identify improvements 6.2 Design and develop improved international procurement strategies in accordance with organisational policies and procedures 6.3 Gain approval from organisational management to implement improvements to international procurement strategies 6.4 Communicate changes to relevant stakeholders and identify support provided to implement improvements 6.5 Monitor and review implementation of changes to determine effectiveness of improvements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets complex textual information and determines how content may be applied to organisational requirements
Writing	Develops and revises strategic, contractual and purchasing material to appropriate to audience and context Completes authorisations according to requirements
Oral Communication	Uses clear language and appropriate features to provide information to a variety of individuals Uses active listening and questioning techniques to convey and clarify information
Numeracy	Interprets financial information and makes calculations when considering commercial risks, purchasing strategies and insurance requirements
Navigate the world of work	Contributes to organisation's strategic directions Adheres to implicit and explicit organisational policies and procedures Complies with all legal requirements relevant to own rights and responsibilities and considers the implications of these when negotiating, planning and undertaking work
Interact with others	Actively identifies the requirements of important communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience Collaborates with others to provide support and negotiate agreement
Get the work done	Develops plans to manage complex international purchasing activities in a timely and logical manner Uses analytical skills to consider potential and actual problems and implement solutions or contingency plans Monitors outcomes of decisions, considering results from a range of perspectives, and identifying key concepts and principles that may be adaptable to future situations

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC503 Manage international procurement Release 3	BSBPUR503 Manage international purchasing Release 2	Title change, updates to elements and performance criteria, performance and knowledge evidence.	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC503 Manage international procurement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

undertake research and analysis of international procurement strategies

effective communication and negotiation with stakeholders and suppliers

design and develop international procurement strategies for an organisation, including:

implementation of international procurement strategies in an organisation

completion of a complex international purchase

assessment of financial records to complete payment for goods and/ or services

prepare contract documentation

evaluation of transport and logistics strategies to obtain goods and/ or services procured internationally.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key features of international markets and cultural considerations relevant to procurement in supplier countries

key features of methods of payment applicable to international procurement

contract documentation and processes for accessing legal advice

key components of organisational policies and procedures for international procurement

key details of available agencies involved in arranging importation arrangements such as:

consultants

customs brokers

freight forwarders

logistics and transport companies.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – purchasing and contracting field of work and include access to:

organisation policies and procedures

purchasing strategies and relevant purchasing records

office equipment and supplies

case studies and, where possible, real situations in the workplace.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC504 Manage a supply chain

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to manage a supply chain, including the commercial and technical capabilities to ensure outcomes achieve organisational objectives.

It applies to individuals who are responsible for managing a supply chain in an organisation.

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

Unit Sector

Administration – Procurement and Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop and implement a supply chain strategy	1.1 Identify the organisation’s objectives and the strategies for achieving them 1.2 Review current supply chain management strategy and how it delivers against organisational strategies 1.3 Assess supply chain opportunities that will add value to the organisation within the requirements of the strategy and budgetary allowance 1.4 Design and implement a supply chain strategy that increases effectiveness and achieves organisational objectives 1.5 Gain commitment of stakeholders to implement supply chain strategy 1.6 Assign responsibility to monitor supply chain strategy to relevant personnel
2. Manage the flow of supplies through the supply chain	2.1 Obtain information on the specifications of supplies in the supply chain 2.2 Clarify the aims, objectives and plans of supplies against organisational policies and procedures 2.3 Allocate supply chain tasks to self and other personnel 2.4 Support personnel to achieve supply chain tasks and milestones 2.5 Monitor and control the achievement of supply chain objectives against cost and timescales 2.6 Present reports on the results of supply chain outcomes to stakeholders
3. Manage supply chain relationships and activities	3.1 Apply portfolio analysis techniques to assess relationships in supply chains in accordance with the supply chain management strategy 3.2 Evaluate financial, technical and performance data of suppliers in accordance with supply chain strategies 3.3 Identify opportunities to adjust supply chain strategies to respond to the changing needs of customers, supply chain and organisational objectives 3.4 Design and implement a framework to promote collaboration with suppliers to achieve a competitive advantage 3.5 Consult with organisation management to confirm progress of supply chain activities in accordance to organisational objectives
4. Evaluate and improve supply chain effectiveness	4.1 Review the effectiveness of current relationships within the supply chain in accordance with the supply chain management strategy 4.2 Compare supply chain management models to determine most appropriate infrastructure to support organisational objectives 4.3 Assess techniques to support the development of innovation in the supply chain 4.4 Analyse cost reduction activities for a supply chain to achieve organisational objectives 4.5 Consolidate analysis and evaluation results to improve future supply chain management strategies and seek feedback from organisation management

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Gathers and analyses textual information from a range of sources and identifies relevant and key information to assist in the supply chain management process
Writing	Designs, develops and revises strategic documents appropriate to audience and context
Oral Communication	Uses clear language and appropriate features to provide information to a variety of individuals Uses active listening and questioning techniques to convey and clarify information
Numeracy	Analyses and compares financial information to assist in managing, evaluating and improving the supply chain
Navigate the world of work	Contributes to organisation's strategic directions by developing and revising organisational policies and procedures Complies with all legal requirements relevant to own responsibilities and considers the implications of these when negotiating, planning and undertaking work
Interact with others	Actively identifies the requirements of important communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction
Get the work done	Develops plans to manage complex supply chain activities, with an awareness of how they contribute to strategic goals Makes a range of critical and non-critical decisions in relatively complex situations, taking a range of factors into account Monitors outcomes of decisions, considering results from a range of perspectives, and identifying key concepts and principles that may be adaptable to future situations Actively identifies digital systems, devices and applications with potential to meet current or future needs

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC504 Manage a supply chain Release 1	BSBPUR504 Manage a supply chain Release 1	Updates to elements and performance criteria, performance and knowledge evidence.	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC504 Manage a supply chain

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

critically evaluate organisational supply chain management

successfully manage a supply chain in accordance with organisational policies and procedures, including:

implement a supply chain strategy

monitor supply chain activities

co-ordinate staff and engage relevant stakeholders

liaise with suppliers to drive efficiencies

evaluate and formulate recommendations to improve supply chain management strategy.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key features of organisational objectives and their relationship to the supply chain strategy

key requirements relating to the management of a supply chain, including:

organisational policies and procedures for procurement, tendering and contracting

contracting and tendering

ethical behaviour

purchasing and procurement

supply chain management

techniques to establish collaborative relationships

relevant legislation, regulations, standards and organisation policies.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – procurement and contracting field of work and include access to:

organisation policies and procedures

supply chain strategies and relevant supply chain management records

office equipment and supplies

case studies and, where possible, real situations in the workplace.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPRC505 Manage ethical procurement strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to employ ethical procurement processes and policies to identify suppliers’ contribution to improve the ethics of that specific supply chain, such as waste, water, emissions, materials, service and innovation.

It applies to individuals who manage the ethical procurement of goods and/ or services from a variety of sources. While an individual may work closely with other staff members in the organisation, they have individual responsibility and autonomy to identify ethical procurement risks, develop management programmes and evaluate suppliers against organisation ethical procurement policies and procedures.

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

Unit Sector

Procurement - Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify vulnerability and risk associated with procurement	1.1 Research and identify ethical procurement policies and procedures and their alignment to organisational objectives 1.2 Determine specifications of goods and/ or services to be procured 1.3 Assess ethical vulnerabilities and risks associated with procurement of goods and/ or services in accordance with organisational policies and procedures 1.4 Document and report ethical procurement vulnerabilities and risks to stakeholders
2. Develop ethical procurement strategy	2.1 Develop organisational ethical procurement strategy in accordance with organisational policies and procedures 2.2 Assign responsibility to relevant personnel for the monitoring of ethical procurement strategy 2.3 Seek endorsement of ethical procurement strategy from organisational management
3. Evaluate suppliers and offers	3.1 Engage suppliers in ethical procurement objectives 3.2 Analyse supplier ethical procurement against key performance indicators 3.3 Evaluate and select suppliers with negative ethical procurement impacts 3.4 Confirm and agree chosen supplier with organisational management
4. Create contract and performance indicators	4.1 Establish contract documentation in accordance with ethical procurement strategies and organisational policies and procedures 4.2 Communicate the contents of the contract, emphasising ethical procurement requirements 4.3 Determine arrangements for delivery of goods and/ or services to be satisfactory to both organisation and supplier 4.4 Implement relevant ethical procurement key performance indicators to measure supplier against organisational objectives 4.5 Establish ongoing dialogue with supplier to facilitate transparency and accountability
5. Evaluate and update ethical procurement strategy	5.1 Evaluate supplier against ethical procurement performance indicators 5.2 Undertake gap analysis between desired and actual performance, and establish new goals 5.3 Embed recognition and reward for good supplier practice 5.4 Consult with stakeholders to confirm revised ethical procurement strategy

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Analyses, matches and interprets information, paying attention to detail to identify errors
Writing	Records information accurately using correct spelling, grammar and terminology
Oral Communication	Uses questioning and active listening to convey and clarify information and instructions
Numeracy	Performs mathematical analysis to verify financial information
Navigate the world of work	Follows legislative requirements, and organisational protocols, policy and procedures relevant to own role
Interact with others	Uses correct communication practices and protocols to obtain strategy approval from stakeholders
Get the work done	Plans, organises and implements tasks according to organisational requirements Responds to problems by implementing standard or logical solutions

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPRC505 Manage ethical procurement strategy Release 1	Not applicable	New unit	No equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPRC505 Manage ethical procurement strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

develop ethical procurement strategies for an organisation, including:

researching and documenting ethical procurement vulnerabilities and risks

evaluating suppliers through ethical procurement performance indicators

liaise with stakeholders and suppliers to effectively facilitate ethical procurement

evaluate and implement improvements to procurement strategies in an organisation.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role:

key provisions of relevant legislation that affect procurement and contracting

key indicators to evaluate ethical procurement supplier performance

key ethical procurement vulnerabilities and risks

organisational policies and procedures related to:

ethical business terms and conditions for procurement

contracting and tendering

supply chain management

procurement.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – procurement and contracting field of work and include access to:

organisation policies and procedures

procurement strategies and relevant procurement records

office equipment and supplies

case studies and, where possible, real situations.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBPUR301 Purchase goods and services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to determine purchasing requirements and make and receive purchases.

It applies to individuals who work under a level of supervision and who conduct low risk, low expenditure purchasing for an organisation using established and documented purchasing strategies. Individuals may be working in a small organisation with general responsibility for conducting purchasing within an organisation, or they may be a purchasing specialist working in a large organisation. Some judgement may be required to make decisions about purchasing strategies.

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

Unit Sector

Administration – Purchasing and Contracting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Understand purchasing and own requirements	1.1 Read, understand and clarify organisation’s purchasing strategies as required 1.2 Determine own role and limits of authority in consultation with relevant personnel
2. Make purchases	2.1 Receive purchase specifications from relevant personnel and clarify as required 2.2 Select purchasing methods most appropriate to particular purchases within limits of own role 2.3 Obtain approvals for purchases as required 2.4 Obtain quotations from suppliers as required 2.5 Select suppliers, place orders and make purchases
3. Receive purchases	3.1 Receive goods or make arrangements to receive services 3.2 Advise relevant personnel of receipt of purchase 3.3 Ensure goods received are checked for compliance with specifications 3.4 Take action to resolve non-compliance with specifications 3.5 Facilitate registration of new assets 3.6 File and store purchase records

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 2.1, 2.2, 3.3, 3.4	Gathers and interprets a range of textual information to identify relevant key information
Writing	1.1, 1.2, 2.1, 2.5, 3.1, 3.2, 3.5	Creates everyday workplace documentation l using terminology and format relevant to audience and purpose
Oral Communication	1.1, 1.2, 2.1, 2.3-2.5, 3.1, 3.2, 3.4	Uses suitable language to liaise with suppliers and clarify information within the organisation Uses active questioning and listening techniques to confirm requirements
Numeracy	2.1, 2.4, 2.5	Interprets simple numerical data and makes basic calculations to determine costs of goods and services
Navigate the world of work	1.1, 2.1, 3.3, 3.4	Adheres to organisational procedures and policies Understands how own role connects with others and contributes to broader work goals
Interact with others	1.1, 1.2, 2.1, 2.3-2.5, 3.2	Selects from a small range of communication modes, forms and channels to meet a specific purpose within the immediate work environment Seeks to cooperate with others to achieve results in immediate work context
Get the work done	1.2, 2.2, 2.5, 3.4-3.6	Takes responsibility for planning, sequencing and prioritising tasks for efficient and effective outcomes Responds to predictable routine problems and implements standard or logical solutions Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBPUR301 Purchase goods and services	BSBPUR301B Purchase goods and services	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBPUR301 Purchase goods and services

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

obtain quotes from prospective suppliers

select appropriate purchasing methods

receive, check and document purchases.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline organisation policy and procedures relating to:

purchasing strategies

recordkeeping systems related to purchasing and assets

standard contracting arrangements

explain purchasing and procurement principles for:

accountability

probity and transparency

risk management

value for money.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the administration – purchasing and contracting field of work and include access to:

organisation policies and procedures

purchasing strategies and relevant purchasing records

office equipment and resources.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR301 Contribute to continuous improvement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to support continuous improvement in an organisation. Particular emphasis is on actively encouraging teams to participate in the process, monitoring and reporting on specified outcomes and supporting opportunities for further improvements.

The unit applies to individuals who use initiative, and organisational and communication skills to influence the ongoing development of the organisation.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Coordinate continuous improvement	1.1 Communicate objectives and continuous improvement processes of the organisation to team members 1.2 Establish roles and skills within the team and identify training needs and performance improvement opportunities 1.3 Encourage team members to participate in decision making processes and exercise initiative
2. Monitor and report specified outcomes	2.1 Monitor team progress using systems and technology of the organisation and identify ways planning and operations could be improved 2.2 Report changes to processes and training to relevant stakeholders 2.3 Develop plans, in collaboration with team members, to apply continuous improvement techniques and processes
3. Support opportunities for further improvement	3.1 Communicate recommendations for improvements in achieving organisational objectives to team members 3.2 Monitor work performance and support team members to identify further opportunities for improvement 3.3 Maintain records, reports and recommendations for improvement within the organisation’s systems and processes

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Learning	Contributes to ongoing organisational improvement by mentoring others to support continuous improvement processes
Reading	Interprets everyday workplace documentation
Writing	Uses appropriate vocabulary and grammatical structures to achieve precise meaning in a range of documentation
Oral communication	Articulates information in a positive manner using appropriate terminology, tone and style appropriate to context and audience Uses questioning and listening techniques to exchange and clarify information
Enterprise and initiative	Identifies the nature and purpose of own role and associated responsibilities and how own role relates to others and contributes to broader work goals Takes responsibility for adherence to organisational processes and systems
Teamwork	Shares information and resources, offers assistance and facilitates effective group interactions
Planning and organising	Takes responsibility for routine low-impact decisions within familiar situations Evaluates effectiveness of decisions in terms of how well they meet stated goals
Technology	Uses a range of digitally based technology and applications to organise, monitor, manage and communicate relevant information effectively

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBFLM309 Support continuous improvement systems and processes

BSBINN201 Contribute to workplace innovation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR301 Contribute to continuous improvement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

coordinate, monitor and support the continuous improvement of a work task for a team or work area.

In the course of the above, the candidate must:

identify options and benefits for improvements

address barriers to continuous improvement

use analysis work performance to identify improvement opportunities

use technology to monitor operational progress

apply recordkeeping processes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

principles and techniques relating to:

continuous improvement systems and processes

benchmarking

best practice

benefits and barriers to continuous improvement

quality approaches that may be implemented in an organisation

methods that can be used in continuous improvement

organisational recording, reporting and recommendation processes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR401 Promote innovation in team environments

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify and implement ways of promoting innovation within team environments in the workplace.

The unit applies to individuals who are team participants or team leaders responsible for playing a proactive role in demonstrating innovation in a formal or informal team environment.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify opportunities to maximise innovation	1.1 Identify team requirements relating innovation 1.2 Determine team dynamic and own relationship with team 1.3 Assist in evaluating team requirements according to workplace policies and procedures 1.4 Assist in identifying team’s current ways of working according to team objectives 1.5 Assist in identifying opportunities in areas for innovation 1.6 Assist in creating processes that allow team members to suggest options for innovation and innovative ideas
2. Organise and agree on effective ways of working	2.1 Identify ideas for ways of working better 2.2 Delegate responsibilities across the team, and encourage and reinforce teambased innovation 2.3 Agree and share responsibilities and confirm best use of team strengths and abilities 2.4 Schedule activities that allow time for thinking, challenging and collaboration 2.5 Establish reward and stimulation as an integral part of the team’s way of working
3. Support and guide colleagues to promote innovation	3.1 Demonstrate behaviour that supports innovation within team 3.2 Create an environment for staff to proactively share information, knowledge and experiences with other team members 3.3 Dedicate time with team members to challenge and test ideas 3.4 Discuss and explore innovation ideas with other team members
4. Evaluate innovation ideas and promotion	4.1 Identify criteria to review successful innovation in the workplace 4.2 Share innovation successes and examples of successful innovation within own workplace 4.3 Reflect on implemented innovation ideas 4.4 Seek and respond to feedback from relevant stakeholders to generate discussion and identify improvements in promoting innovation 4.5 Discuss with relevant stakeholders the challenges of being innovative 4.6 Document feedback received for improvements in promoting innovation for future activities

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets and analyses textual information, from a wide range of sources, to identify information relevant to team activities
Writing	Uses clear language and formats appropriate for the audience to highlight and present specific information
Oral communication	Actively participates in verbal exchanges of ideas and elicits the views and opinions of team members by listening and questioning Uses clear language to clarify rules and roles relating to team activities in formal and informal situations
Numeracy	Interprets numeric information relevant to team activities
Planning and organising	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role
Teamwork	Uses inclusive techniques to initiate, contribute and promote discussion amongst potentially diverse team members Recognises the importance of establishing and building effective working relationships
Planning and organising	Plans, sequences and prioritises tasks for efficient and effective outcomes
Problem solving	Uses problem-solving processes to address less predictable problems, and when appropriate, seeking input from others Contributes to continuous improvement of current work practices by applying basic principles of analytical and lateral thinking Reflects on outcomes and further explores own and the team’s role in implementing innovation
Initiative and enterprise	Understands the nature and purpose of own role and how it affects others in the work context

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBINN301 Promote innovation in a team environment.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR401 Promote innovation in team environments

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions assist a team to create an innovative team environment.

In the course of the above, the candidate must:

encourage others to contribute to innovation

identify ways of working

implement and communicate improvements

plan and schedule activities

reflect on activities, feedback and challenges to identity improvement options

model open and respectful communications

contribute to the make-up and rules of the team.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

types of innovation and their benefits

ways of working, including:

working hours

working spaces

agile working

workplace policies and procedures

internal and external factors that contribute to a team becoming and remaining innovative, including:

team characteristics

role of group dynamics and diversity

broader environmental factors

activities that can encourage and hinder innovation in a team, including:

allocation of time and activities

modelling behaviour

rewards and recognition

communications

feedback.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR402 Implement continuous improvement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement continuous improvement of systems and processes of an organisation. It includes using systems and strategies to encourage the team to participate in the process, monitoring and reviewing performance, and identifying opportunities for further improvements.

The unit applies to managers who are responsible for implementing the continuous improvement process to achieve the objectives of the organisation.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and plan for improvement	1.1 Identify relevant stakeholders and establish improvements required 1.2 Identify where new systems and processes could be implemented 1.3 Promote team involvement in decision making processes for team systems and processes 1.4 Communicate and agree on new improvement systems and processes with relevant stakeholders 1.5 Manage reports and recommendations for using systems and processes of the organisation 1.6 Establish risk review processes
2. Monitor implementation of continuous improvement	2.1 Use workplace systems and technology, and monitor team performance according to organisational policies and procedures 2.2 Implement new systems and processes in consultation with relevant stakeholders 2.3 Maintain new system and processes in consultation with relevant stakeholders 2.4 Identify and resolve system and process issues
3. Evaluate implementation of continuous improvement	3.1 Communicate productivity improvements to relevant stakeholders and confirm their understanding 3.2 Seek and respond to feedback from relevant stakeholders on proposed improvement systems and process 3.3 Review improvement systems and process, and make changes, as required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Evaluates and integrates facts and ideas to construct meaning from a range of text types in order to implement continuous improvement systems and processes
Writing	Selects vocabulary, grammatical structures and conventions appropriate to text Researches, plans and prepares continuous improvement documentation for required stakeholders
Oral communication	Participates in a variety of spoken exchanges with a range of audiences using structure and language to suit the audience
Initiative and enterprise	Monitors adherence to organisational policies and procedures and considers own role in terms of its contribution to broader goals of the work environment Recognises the potential of new approaches to enhance work practices and outcomes Uses systematic, analytical processes in complex, non-routine situations, setting goals, gathering required information and identifying and evaluating options against agreed criteria
Teamwork	Selects and uses required conventions and protocols when communicating with diverse individuals to seek and share information Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group communication, influencing direction and taking a leadership role on occasion
Self-management	Evaluates effectiveness of decisions in terms of how well they meet stated goals
Technology	Uses digital applications to access and filter data, extract, organise, integrate and share required information
Planning and organising	Takes responsibility for planning and organising own workload to achieve required outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBMGT403 Implement continuous improvement.

Supersedes but is not equivalent to:

BSBCON401 Work effectively in a business continuity context

BSBMGT406 Plan and monitor continuous improvement.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR402 Implement continuous improvement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement at least one continuous improvement system or process in an organisation or work area.

In the course of the above, the candidate must:

provide support to enable individuals and teams to participate in decisions, take responsibility, show initiative and implement improvement processes

communicate effectively to support the implementation of improvements and improvement system and processes

implement, monitor and update improvement plans, processes and procedures to improve performance

document performance to identify further opportunities for improvement

manage records and reports in the systems and procedures of the organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

continuous improvement systems and processes

coaching and mentoring needs to support continuous improvement

change management techniques that support continuous improvement and initiative

organisation’s systems and data used for benchmarking and monitoring performance for continuous improvement.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR501 Establish innovative work environments

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to create an environment that enables and supports practice which focuses on a holistic approach to the integration of innovation across all areas of work practice.

The unit applies to individuals working in leadership or management roles in any industry or community context. The individual could be employed by the organisation, but may also be an external contractor, the leader of a cross organisation team or of a self-formed team of individuals.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish work practices	1.1 Identify relevant stakeholders 1.2 Identify organisational objectives and practices 1.3 Evaluate current work conditions 1.4 Determine working conditions that allow innovative practices according to organisational policies and procedures 1.5 Identify organisational resources relating to innovation 1.6 Build and lead team and maximise opportunities for innovation
2. Create an innovative environment	2.1 Evaluate the impacts of changing work environment 2.2 Collaborate with stakeholders and develop ideas for enhancing work environment 2.3 Identify and select resources required for enhancing work environment 2.4 Assess the ability of the workspace to support innovation 2.5 Assist team members to adapt and perform in new work environment
3. Implement innovative work environment	3.1 Encourage creative mindsets, collaborative working and development of positive workplace relationships 3.2 Reinforce the value of innovation according to organisational vision and objectives 3.3 Take risks to open up opportunities for innovation 3.4 Select ways of celebrating and encouraging innovation 3.5 Encourage and support evaluation of innovative ideas
4. Share and evaluate innovative ideas and work environment	4.1 Share relevant information, knowledge and skills on innovative practices with stakeholders 4.2 Provide and encourage formal and informal learning opportunities to develop skills required for innovation 4.3 Create opportunities where individuals can learn from the experience of others 4.4 Seek and respond to suggestions, improvements and innovations from all team members

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets and evaluates information that may deal with complex ideas related to issues both within and outside a given workplace context
Writing	Develops information for others using language to suit the context and audience
Oral communication	Presents ideas and concepts to a range of audiences using structure and language to suit the audience Uses active listening and questioning to discuss and clarify information and to confirm understanding
Self-management	Takes responsibility for implementing practices and procedures to achieve organisational objectives in innovation according to role requirements Accepts responsibility for planning and implementing tasks and practices to achieve organisational goals, negotiating key aspects with others and taking into account current capabilities and needs
Initiative and enterprise	Develops new and innovative ideas through exploration, evaluation, analysis and critical thinking
Teamwork	Uses required communication techniques to build rapport and foster strong relationships with co-workers in a range of work contexts Uses inclusive and collaborative techniques to share, promote and convey complex information about new ideas and systems within the workplace Facilitates a climate where people feel comfortable suggesting and discussing improvements and new ideas
Problem Solving	Uses problem solving processes to identify, assess and respond to challenges and risks around innovation

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBINN501 Establish systems that support innovation

BSBINN502 Build and sustain an innovative work environment.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR501 Establish innovative work environments

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

establish at least two different procedures and practices that foster innovation in areas of work practice, including at least three of the following:

collaborative work arrangements

building team capacity to contribute to innovation

providing formal and informal learning opportunities

evaluating ideas of innovation in work environment

celebrating and encouraging innovation

consulting with relevant stakeholders

changing physical work environment, including designing, fitting-out and decorating workspaces

communicating and sharing of ideas and feedback.

In the course of the above, the candidate must:

reinforce the value of innovation to the vision and objectives of the organisation

model behaviour, including:

being receptive to ideas

giving constructive advice

establishing and maintaining relationships based on mutual respect and trust

taking considered risks that provide opportunities for innovation

support innovation and collaboration of ideas to make improvements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

concepts and theories of innovation

context for innovation in the workplace, including:

core business values

overall objectives

broader environmental context

value and benefit of innovative ideas and projects

factors and tools that motivate individuals

creative thinking and innovative work practices

ways of celebrating and promoting innovation in the workplace

approaches to management and leadership and how they support and hinder innovation

challenges and barriers to innovation and ways of overcoming them, including:

rewarding and celebrating innovation

coaching and learning

modelling behaviour and managing the physical environment.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation and codes of practice

relevant organisational policies and procedures

workplace equipment and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR502 Facilitate continuous improvement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead and manage continuous improvement systems and processes. Particular emphasis is on the development of systems and the analysis of information to monitor and adjust performance strategies, and to manage opportunities for further improvements.

The unit applies to individuals who take an active role in managing a continuous improvement process in order to achieve an organisation’s objectives. At this level, work will normally be carried out using complex and diverse methods and procedures which require the exercise of considerable discretion and judgement, using a range of problem-solving and decision-making strategies.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish systems and processes	1.1 Identify current systems and processes that facilitate continuous improvement 1.2 Identify and define improvement needs and opportunities for the organisation 1.3 Develop decision-making processes to assist continuous improvement and communicate to relevant stakeholders 1.4 Develop strategies for continuous improvement and encourage team members to participate in decision-making processes 1.5 Develop knowledge management systems to capture team progress, insights and experiences from business activities 1.6 Develop new systems and processes that facilitate continuous improvement according to improvement needs and opportunities 1.7 Establish processes that confirm team members are informed about continuous improvement outcomes
2. Monitor and adjust performance strategies	2.1 Confirm relevant systems and processes meet organisation sustainability requirements 2.2 Confirm team progress, insights and experiences are captured and accessible using knowledge management systems 2.3 Coach individuals and teams to implement and support continuous improvement systems and processes 2.4 Identify and evaluate ways in which planning and operations could be improved 2.5 Make recommendations and communicate strategies to relevant stakeholders
3. Manage opportunities for further improvement	3.1 Evaluate outcomes and identify opportunities for improvement 3.2 Seek feedback from relevant stakeholders on systems and processes 3.3 Identify other areas for improvement and document feedback for future planning

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Identifies and extracts required information from a range of complex texts Locates, interprets and analyses workplace documentation to gather information relating to continuous improvement
Writing	Develops complex texts related to continuous improvement processes according to organisational requirements Ensures the vocabulary, grammatical structures and conventions are required for the context and target audience
Oral communication	Presents information to a range of audiences using appropriate structure and language Listens and comprehends information from a variety of spoken exchanges with clients, co-workers and other stakeholders Confirms understanding through questioning and active listening
Initiative and enterprise	Monitors adherence to organisational policies, procedures and protocols and considers own role in terms of its contribution to broader goals of the work environment Identifies and uses appropriate conventions and protocols when communicating with colleagues and external stakeholders
Problem solving	Uses analytical and lateral thinking to review current practices and develop ideas for improvement
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction and influencing direction
Self-management	Takes responsibility for developing, implementing and monitoring systems and processes to achieve organisational outcomes
Technology	Reflects on the ways in which digital systems and tools are used, or could be used, to achieve work goals

Unit Mapping Information

Supersedes and is equivalent to BSBMGT516 Facilitate continuous improvement.

Supersedes but is not equivalent to BSBCUE501 Develop business continuity strategy.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR502 Facilitate continuous improvement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead and manage continuous improvement systems and processes for at least one organisation or work area.

In the course of the above, the candidate must:

address organisational sustainability requirements

incorporate mentoring, coaching and other support to enable individuals to participate in continuous improvement processes

capture progress, insights and experiences using established knowledge management systems

encourage participation in decision making processes and ideas for continuous improvement.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

systems and processes facilitating continuous improvement

common decision-making processes

organisational policies and procedures relating to digital systems, decision-making processes and continuous improvement systems

business systems and requirements, including:

knowledge management

quality

sustainability

performance management.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

organisational policies and procedures relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR503 Develop organisational policy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and review policy in an organisation. It covers anticipating and confirming the need for policy development or review; planning the policy development process; gathering and analysing information; determining policy direction; and drafting, releasing and promoting policy.

The unit applies to managers who draft and review policy that is formulated to facilitate the implementation of decisions made by senior executives, business owners and boards of management or similar.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review existing policy	1.1 Identify existing policies in the organisation 1.2 Analyse existing policies according to organisational procedures 1.3 Evaluate improvement needs and opportunities 1.4 Consult with relevant stakeholders and confirm need for new policy development
2. Establish need for policy development	2.1 Identify internal and external factors likely to cause changes to organisation policy 2.2 Consult with relevant stakeholders and document impacts of factors identified 2.3 Analyse need for new policy against internal and external environment and existing policies 2.4 Identify and recommend to relevant stakeholders priority areas for policy development according to organisational procedures 2.5 Identify and analyse associated issues and risks likely to impact policy development 2.6 Implement risk management processes
3. Prepare for and develop policy	3.1 Identify type of information required to develop policy 3.2 Outline policy requirements according to organisational procedures 3.3 Develop an analytical framework for the development of policy 3.4 Source, analyse and apply relevant information to support policy development according to organisational policies and procedures 3.5 Develop, consult with and recommend to relevant stakeholders a range of policy options and assessment criteria 3.6 Obtain approvals from stakeholders according to the policy development plan and organisational policies and procedures 3.7 Draft policy according to consultations, feedback and organisational policies and procedures 3.8 Facilitate agreement to policy via organisational channels and relevant stakeholders
4. Release and review policy development process and policy	4.1 Communicate with relevant stakeholders responsible for implementing new policy 4.2 Facilitate discussion and manage dissenting stakeholders 4.3 Release and promote the policy according to organisational requirements 4.4 Seek feedback and respond to relevant stakeholders for future improvements for policy development

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Analyses and interprets textual information from a range of sources to inform policy review and development
Writing	Develops texts dealing with complex ideas and concepts using specialised and detailed language to convey explicit information according to compliance and organisational requirements Prepares written reports and workplace documentation that communicates strategy and intent clearly and effectively and elicits feedback
Oral communication	Uses specialised vocabulary to discuss and confirm policy development requirements adjusting words and features to suit audience and context
Initiative and enterprise	Adapts communication style to build positive working relationships and to show acknowledgement of the opinions of others
Learning	Recognises, understands and applies organisational policies, procedures and protocols
Self-management	Takes responsibility for planning and implementing tasks required to achieve organisational objectives Seeks advice, feedback and support, as required to assist in the development, planning, review and implementation phases

Unit Mapping Information

Supersedes and is equivalent to BSBMGT518 Develop organisation policy.

Supersedes but is not equivalent to BSBGOV503 Conduct organisational strategic planning.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR503 Develop organisational policy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop, revise and promote at least one policy.

In the course of the above, the candidate must:

plan, develop and implement policy using iterative and consultative processes with input from representative stakeholders

analyse internal and external factors

consult with stakeholders to identify needs for policy review and policy development

develop analytical framework

ensure style and format requirements for organisational policy documentation is followed

promote policy.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

policy development processes and practices

risk management processes

existing policies and improvements needs and opportunities

stakeholder and issues management strategies

quality assurance, monitoring and evaluation mechanisms

operation of policy cycles

legislative and regulatory context required to develop organisation policies

organisational channels to promote policy

key components of policy, including:

different policy options

implementation plan that details:

responsibilities for implementation

strategies for transition, change management, initial and ongoing training and policy maintenance mechanisms for monitoring compliance with the policy, quality assurance and evaluation of the policy.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence

relevant organisational policies and procedures

relevant legislation and codes of practice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR601 Manage innovation and continuous improvement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error within the foundation skills.

Application

This unit describes the skills and knowledge required to sustain and develop an environment in which continuous improvement, innovation and learning are promoted and rewarded.

The unit applies to individuals with managerial responsibilities who aim to build a better and more effective work environment. Continuous improvement and innovation have links with the model of the learning organisation and people working at this level play an important role in building the culture, values and attitudes of the organisation.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish ways of working within team	1.1 Identify relevant team members and communicate ways of working objectives, expectations and desired outcomes 1.2 Identify and establish strategies to monitor and evaluate performance and sustainability of key systems and processes 1.3 Consult and seek advice from stakeholders, to identify opportunities for improvement 1.4 Communicate with and mentor team members on ways of working that contribute to continuous improvement 1.5 Communicate with and coach team members how they can be innovative
2. Identify improvements	2.1 Analyse performance reports and variance from organisational plans within workplace 2.2 Identify and analyse changing trends and opportunities relevant to the workplace 2.3 Collect data and analyse areas for improvement in supply chains, and operational and service systems 2.4 Conduct a gap analysis of supply chains, and operational and service systems and identify improvement needs and opportunities 2.5 Communicate with and agree on team members identified improvement needs and opportunities 2.6 Identify learning opportunities for team members
3. Implement innovative processes	3.1 Confirm objectives, timeframes, measures and communication plans are in place to manage implementation 3.2 Address the impact of change and consequences for people and implement transition plans 3.3 Implement contingency plans in the event of non-performance 3.4 Follow up failure by investigation and analysis of causes and manage emerging challenges and opportunities 3.5 Confirm that learnings from activities are captured and managed using relevant knowledge management system
4. Develop workplace culture and tools for continuous improvement, innovation and learning	4.1 Evaluate continuous improvement systems and processes and innovation on a regular basis 4.2 Identify and communicate with stakeholders costs and benefits of innovations and improvements 4.3 Establish rewards for continuous improvement, innovation and learning 4.4 Seek and respond to feedback from relevant stakeholders’ systems and processes for continuous improvement, innovation and learning

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Analyses, evaluates and integrates facts and ideas to construct meaning from a range of text types
Writing	Integrates information and ideas from a range of sources, utilising appropriate support materials Communicates complex relationships between ideas and information, matching style of writing to purpose and audience
Numeracy	Selects and interprets mathematical information to analyse performance Performs calculations required to establish timeframes, cost-benefits and measures for continuous improvement and innovation processes
Initiative and enterprise	Adheres to organisational policies and procedures and considers own role in terms of its contribution to broader goals of the work environment Recognises the importance of taking audience, purpose and contextual factors into account when making decisions about what to communicate, with whom, why and how Recognises that the current way is only one way of doing something and explores possibilities that challenge current approaches Facilitates a climate in which creativity and innovation are accepted as an integral part of achieving outcomes
Self-management	Plans and implements strategies to review and improve own performance
Teamwork	Recognises the importance of building rapport to establish positive and effective working relationships Collaborates with others to achieve joint outcomes, playing an active role in encouraging innovation and facilitating effective group interaction
Problem solving	Applies problem-solving processes to identify risks, evaluate options and determine solutions Uses lateral and analytical thinking to evaluate options against needs, resources and constraints before making decisions Actively identifies systems, devices and applications with potential to meet current and or future needs
Planning and organising	Plans, organises, implements or reviews organisational strategies, systems and processes

Unit Mapping Information

Supersedes and is equivalent to BSBMGT608 Manage innovation and continuous improvement.

Supersedes but is not equivalent to BSBMGT619 Identify and implement business innovation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR601 Manage innovation and continuous improvement

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.
Release 2	This version first released with BSB Business Services Training Package Version 7.1. Release created to amend typographical error within the foundation skills.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage and promote innovation and continuous improvement for an organisation or work area on at least one occasion.

In the course of the above, the candidate must:

identify opportunities for improvement

consult with stakeholders

promote the value of creativity, innovation and sustainability and recognising successes

support testing and trialling of new ideas

undertake risk management and cost-benefit analysis for options

plan for and implement improvements using organisation’s processes for approvals, project management and change management

facilitate contributions to and communications about continuous improvement and innovation

capture insights, experiences and ideas for improvements and incorporate them into the organisation’s knowledge management systems and future planning.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

cost-benefit analysis methods

knowledge management systems

continuous improvement systems and processes

creativity and innovation theories and concepts

organisational learning principles

quality management and continuous improvement theories

relevant risk management concepts

key aspects of supply chains, and operational, product and service systems

method for conducting gap analysis

changing trends and opportunities in workplace.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR602 Develop organisational strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish the strategic direction of the organisation, sustain competitive advantage and enhance competitiveness. It covers analysis and interpretation of relevant markets, capability assessment of the organisation and analysis of the organisation’s existing and potential competitors and allies. It also covers implementing the strategic plan and developing specific actions and initiatives that will be undertaken by people working in various roles.

The unit applies to individuals working in senior roles in the organisation who have responsibility for ensuring that the organisation is positioned to ensure its long-term viability and success.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Confirm vision and mission of the organisation	1.1 Identify organisation’s strategic direction, vision and mission 1.2 Consult with relevant stakeholders on required changes to vision and mission 1.3 Review and develop or revise organisational values to support the vision and mission statement 1.4 Seek support for strategic planning process from all relevant stakeholders
2. Analyse internal and external environment	2.1 Analyse and undertake research to understand external environment 2.2 Undertake political, economic, social, and technological (PEST) analysis 2.3 Undertake capability assessment of competitor organisations 2.4 Analyse organisation’s strengths, weaknesses, opportunities and threats (SWOT) 2.5 Establish cooperative ventures, that are supported by risk and cost benefit analyses, according to organisational vision, mission and values and provide for due diligence, where required 2.6 Seek and respond to feedback from relevant stakeholders on analysis internal and external environments
3. Develop strategic organisational plan	3.1 Document relevant research and background for inclusion in the strategic plan 3.2 Develop objectives and strategies relevant for the future 3.3 Detail each strategy with a priority, a timeframe, responsible stakeholders and measurable performance indicators 3.4 Identify risks and develop a risk management plan 3.5 Circulate strategic plan and risk management plan for feedback and endorsement
4. Implement strategic organisational plan	4.1 Communicate strategic plan to all relevant stakeholders 4.2 Develop actions and initiatives for team members to undertake 4.3 Assign team members’ roles in relation to strategic objectives 4.4 Use performance indicators to monitor progress in implementing plan and make refinements to plan 4.5 Evaluate achievement of objectives at agreed milestones with relevant stakeholders 4.6 Review effectiveness of plan and consider methods for improving strategic planning processes

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Identifies and analyses complex organisational texts to determine business requirements Reviews, evaluates, interprets and applies content from a range of sources to aid in development of strategies
Writing	Prepares strategic plans for relevant stakeholders incorporating appropriate vocabulary, grammatical structure and conventions Incorporates amendments to documents according to organisational requirements Collates and compiles data to convey specific information, requirements and recommendations
Oral communication	Presents information and seeks advice using language and register appropriate to audience Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Numeracy	Interprets and analyses data and information to identify trends and to estimate resource implications of proposed strategies
Self-management	Works autonomously making high level decisions to achieve and improve organisational goals Seeks feedback or expert advice, where required
Initiative and enterprise	Takes a lead role in the development of strategies to achieve organisational goals Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information
Planning and organising	Develops flexible plans for complex, high impact activities with strategic implications, taking into account capabilities, efficiencies and effectiveness
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role
Problem solving	Applies problem solving processes to identify risks, evaluate options and determine solutions Evaluates outcomes to identify opportunities for improvement Systematically gathers and analyses all relevant information and evaluates options to inform decisions about organisational strategies

Unit Mapping Information

Supersedes and is equivalent to BSBMGT616 Develop and implement strategic plans.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR602 Develop organisational strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

consult and communicate with relevant stakeholders, and develop and implement one strategic plan for an organisation on at least one occasion, including:

revising mission, vision and values

analysing and validating findings of research and analysis

obtaining input to and endorsement of strategic plans

brief relevant parties about strategic plan.

In the course of the above, the candidate must:

analyse organisation’s internal and external environment to formulate strategic plans, including:

background and research relevant to strategic plan

legislation, regulations and codes of practice, including for intellectual property

objectives, strategies and priorities

roles and responsibilities

performance indicators

timeframes

cost-benefit and risk analysis

seek advice from appropriate experts

monitor and evaluate the implementation of strategic plan and make refinements

review effectiveness of planning processes and identify opportunities for improvement.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations and codes of practice relevant to organisation’s strategic plan

organisation’s strategic direction, vision and mission

methods for conducting capability assessment

organisation’s strengths, weaknesses, opportunities and threats

strengths and weaknesses of existing and potential competitors

key features of cooperative ventures

methods for conducting cost benefit analysis

key features of due diligence processes

risks and risk management strategies relevant to strategic planning, including:

intellectual property rights and responsibilities

other risks

strategic planning methodologies, including:

political, economic, social and technological (PEST) analysis

strengths, weaknesses, opportunities and threats analysis (SWOT)

internal and external sources of information relevant to the organisation’s market, competitors, customer base, vision, values and capabilities

techniques for developing organisational values.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation, regulations, standards and codes

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR603 Develop business continuity plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to work within the business continuity framework to develop and implement business continuity plans for an organisation to manage risk and ensure business resilience when faced with a disruptive event. This unit addresses the knowledge and processes necessary to develop and maintain business continuity requirements.

The focus is on risk and vulnerability assessment, business impact assessments, and business continuity and communication plans.

The unit applies to individuals working in positions of authority who are approved to implement change across the division, business area, program area or project area.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify scope, key business areas and critical functions	1.1 Identify organisational expectation, objectives, and policies and procedures 1.2 Identify resources required and relevant stakeholders 1.3 Identify and analyse sources of disruption to the organisation’s priorities, operations and environment 1.4 Identify organisation’s emergency response, continuity and recovery strategies 1.5 Determine organisation’s critical business functions, its dependencies and interdependencies, and risk and disruption scenarios
2. Establish documents required to create business continuity plan	2.1 Develop business continuity management framework 2.2 Analyse and evaluate risks associated with business continuity management framework 2.3 Report associated risks to and seek feedback from relevant stakeholders on business continuity management framework 2.4 Conduct business impact assessment of implementation of business continuity framework 2.5 Analyse and validate outcomes of business impact assessment and feedback 2.6 Report outcomes to and seek feedback from relevant stakeholders on business impact assessment 2.7 Develop and implement risk treatments strategies and plan 2.8 Seek feedback from relevant stakeholders on and review risk treatments strategies and plan
3. Create business continuity plan	3.1 Determine if disaster recovery plan exists 3.2 Consult and develop with relevant stakeholders disaster recovery plan, where required 3.3 Consult and develop with relevant stakeholders business continuity plan according to regulations, standards, industry practice and geographical dispersion, where required 3.4 Seek, document and analyse feedback received and finalise business continuity plan 3.5 Provide relevant staff with required information on business continuity plan 3.6 Assign relevant staff actions to implement business continuity plan 3.7 Establish communication plan to report and escalate processes 3.8 Manage and record staff learning and development, management, and implementation of business continuity plan on organisation’s knowledge management system
4. Evaluate business continuity plan	4.1 Report outcomes and seek feedback from relevant stakeholders on business continuity plan 4.2 Report to relevant stakeholders outcomes of staff learning and development, and business continuity framework exercises 4.3 Assess gaps for improvement 4.4 Make changes to business continuity plan according to feedback received and identified gaps

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets organisation’s reports, policies and procedures to develop business continuity management plan
Writing	Develops detailed workplace documentation clarifying complex ideas using relevant language and structure according to context and audience
Oral communication	Uses clear language, required tone and syntax to address key stakeholders and disseminate information Informs staff about processes and outcomes of business continuity management plans and outcomes of staff learning and development and other reviews
Numeracy	Analyses and interprets numerical information to assist in undertaking detailed business impact assessment activities across the spectrum of the organisation’s stakeholders
Self-management	Takes responsibility and ownership of own work and is autonomous Recognises and manages factors that may affect achievement of outcomes Recognises the critical importance of clarifying, focusing and aligning goals and expectations and may use the process to build ownership of and broad commitment to achieving outcomes Uses formal decision-making processes as scaffolding for thinking, seeking input, advice, feedback and specialist advice, as required
Initiative and enterprise	Tailors every communication to achieve its purpose, demonstrating a sophisticated understanding of the needs, interests, issues and priorities of each audience Invests time and energy in building rapport with others as an integral part of all work-based interactions Monitors adherence to wide-ranging organisational policies and procedures Uses active listening, observational and questioning techniques to identify different perspectives and confirm, clarify and revise understanding
Problem solving	Recognises and addresses complex problems involving multiple variables Draws on a broad understanding of context and uses a combination of analysis and intuition to decide whether an idea is worth developing and implementing

Unit Mapping Information

No equivalent unit. Supersedes and is not equivalent to BSBCON601 Develop and maintain business continuity plans.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR603 Develop business continuity plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement a business continuity plan for an organisation or work area on at least one occasion, including:

developing business continuity management framework

developing business impact assessment

developing risk treatments strategies and plan

developing new or updating existing disaster recovery plan

coordinating organisation’s emergency response, continuity and recovery strategies

managing and recording staff learning and develop on organisation’s knowledge management system.

In the course of the above, the candidate must:

communicate effectively with stakeholders to promote an understanding of business continuity frameworks.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

policies and procedures impacting business continuity, including business continuity strategies

overall operations of the organisation, including:

existing data and information systems

paper and digital recordkeeping systems

organisation’s resources

critical business functions, including:

dependencies and interdependencies

risk and disruption scenarios

methods for developing business continuity management framework

methods for conducting business impact assessment

key elements of business continuity plan

regulations, standards, industry practice and geographical dispersion

key elements of risk treatments strategies and plan

key elements of disaster recovery plan

organisation’s emergency response, continuity and recovery strategies

key features of organisation’s knowledge management system

past and current internal, external and industry disruptions.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant policies and procedures, legislation, regulations, standards and codes of practice

workplace documentation and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR801 Lead innovative thinking and practice

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Duplicative text removed from Foundation Skills.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to generate, lead and sustain innovative organisational thinking and practice.

The unit applies to individuals who initiate and lead innovation in any industry or community context. Each organisation’s thinking and practice will be different depending on its core business, purpose, size, complexity and broader operating context.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Generate innovative thinking and creativity	1.1 Identify and analyse trends shaping organisation’s current and future thinking and practice 1.2 Identify and use techniques and tools to generate ideas and facilitate thinking 1.3 Introduce and promote creative thinking techniques 1.4 Research and analyse relevant conditions for innovation and issues that impact innovative thinking and creativity 1.5 Research and review innovation drivers and enablers
2. Lead innovative practices	2.1 Assess personal leadership style to confirm it models positive innovative thinking and practice 2.2 Review and refine practice that models and supports innovation 2.3 Determine and assess the requirements to promote sustainable innovative activities 2.4 Construct and implement methods to promote knowledge transfer with relevant stakeholders 2.5 Identify, evaluate and manage risks associated with innovation
3. Support a culture of innovation	3.1 Identify, introduce and promote innovative practices, processes, products and/or services according to audience and organisational requirements 3.2 Establish ways to capture, communicate and share innovative ideas and practices 3.3 Confirm team approaches foster communication, consultation and team development for innovation 3.4 Identify, assess and provide relevant resources for innovation processes 3.5 Develop and apply strategies to foster a workplace culture that encourages innovation 3.6 Establish systems and processes that support innovation
4. Sustain innovative thinking and practice	4.1 Develop strategies where innovation is an integral part of organisational activity 4.2 Develop and monitor processes that confirm ongoing awareness of individual and collective contributions to innovative thinking and practice 4.3 Identify and analyse potential barriers and risks to innovation and devise strategies to respond 4.4 Analyse and reflect on innovation performance as a basis for developing strategies for improvement 4.5 Seek feedback from relevant stakeholders 4.6 Make changes to innovative thinking and practices according to feedback received

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Identifies, analyses, interprets and evaluates visual and textual information from a range of sources to identify innovation strategies, practices and trends
Writing	Uses clear and precise language to document research findings for reference purposes Develops complex plans, strategies and systems to integrate innovation into the organisation using appropriate formats for the audience and purpose
Initiative and enterprise	Discusses, presents and seeks information using appropriate structure and language for the particular audience Uses questioning and active listening to encourage discussion and to clarify or confirm understanding Plans, develops, implements and monitors practical strategies to introduce and support innovation in the workplace Develops new and innovative ideas through exploration, evaluation, analysis and critical thinking
Numeracy	Interprets, analyses and presents numeric/financial information in complex documents
Self-management	Evaluates and reflects on personal effectiveness to develop strategies to enhance own performance
Teamwork	Understands how own role links in with others and contributes to broader work goals Uses a variety of relevant communication tools and strategies to build and maintain effective working relationships Uses inclusive and collaborative techniques to communicate, negotiate and consult effectively with a range of stakeholders Actively seeks the perspectives of others as part of work role
Problem solving	Leads in the development of strategies to integrate innovative practices into the organisation Uses formal analytical and lateral thinking techniques to identify issues, generate and evaluate possible solutions, and select most appropriate option

Unit Mapping Information

Supersedes and is equivalent to BSBINN801 Lead innovative thinking and practice.

Supersedes but is not equivalent to BSBMGT802 Lead design and review of enterprise systems.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR801 Lead innovative thinking and practice

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Duplicative text removed from Foundation Skills.
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead at least one innovative thinking and practices for an organisation or work area.

In the course of the above, the candidate must:

research, review and analyse trends in thinking and emerging practices as they relate to an organisation’s current thinking and practices

develop capacity to lead innovative thinking and practice in an organisational context.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

current and past theories and thinking about innovation

creative thinking techniques

personal leadership style

methods to promote knowledge transfer and sustainable innovative activities

innovative practices, processes, products and services

strategies to foster workplace culture of innovation

systems and processes that support innovation

barriers and risks to innovation

internal and external factors that impact innovation

strategies for identifying, assessing and managing risks associated with innovation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR802 Lead strategic planning processes for an organisation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead the development of high-level strategic plans that serve the vision and mission of an organisation. It addresses analysing the environment, identifying risks and opportunities, planning staffing requirements, succession planning, and establishing and monitoring financial and non-financial performance indicators. Leadership skills are applied in order to engage people with the organisation’s vision and goals and in developing and implementing the plan.

The unit applies to senior managers and business owners who use cognitive and creative skills to review, critically analyse, consolidate and synthesise knowledge, in order to generate ideas and provide solutions to complex problems. They use communication skills to demonstrate their understanding of theoretical concepts and to transfer knowledge and ideas to others.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Analyse environment	1.1 Identify organisational vision, mission and values 1.2 Identify, gather and analyse relevant organisational data according to organisational policies and procedures 1.3 Identify stakeholders and resources required to develop and review strategic plan 1.4 Conduct strengths, weaknesses, opportunities and threats (SWOT) analysis and determine and define strengths, weaknesses, opportunities and threats 1.5 Review current strategic plan and identify gaps, and improvement needs and opportunities 1.6 Conduct political, economic, social and technological (PEST) analysis and identify opportunities and threats due to political, economic, social and technological forces 1.7 Research global environment and market, and identify trends, best practice, risks and opportunities 1.8 Assess organisational and global markets’ current and future demands 1.9 Identify barriers to organisational goals and consult with relevant stakeholders to determine strategies to overcome barriers
2. Determine direction of strategic plan	2.1 Establish communication processes that inform and support relevant team members 2.2 Consult with relevant stakeholders to determine parameters for planning process 2.3 Assign actions to relevant staff for developing planning process and direction of strategic plan 2.4 Develop planning process and direction of strategic plan 2.5 Establish organisational goals and priorities 2.6 Determine financial forecast and budgets 2.7 Seek feedback from stakeholders on direction of strategic plan and established organisational goals and priorities 2.8 Develop strategy map and identify gaps for improvement in direction of strategic plan 2.9 Make changes according to feedback received and identified improvements
3. Develop and execute strategic plan	3.1 Determine and set key performance indicators, budget and timeline 3.2 Develop annual operational plan to facilitate implementation of long-term strategic plan 3.3 Plan human resource development and succession strategies that confirm long-term business viability 3.4 Initiate strategies to skill own workforce to implement the strategic plan 3.5 Present recommendations to key stakeholders for feedback and make changes to strategic plan according to feedback received 3.6 Communicate with stakeholders and assign responsibilities 3.7 Assist stakeholders to implement strategies
4. Monitor and review strategic plan	4.1 Develop knowledge management systems to capture team progress, insights, experiences and learnings 4.2 Monitor financial and non-financial performance indicators 4.3 Monitor progress against timeline and key performance indicators 4.4 Identify progress that has not been made according to timeline and key performance indicators and communicate with relevant stakeholders to identify required actions 4.5 Seek feedback from relevant stakeholders on strategies and document feedback received for future development of strategic plans

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Sources, evaluates and critiques ideas and information from a range of complex texts to assist with strategic decisions Reviews texts to determine whether required outcomes have been met
Writing	Develops or reviews complex texts according to organisational requirements to convey strategy, context and intent
Oral communication	Leads discussions using active listening and questioning to seek the views and opinions of others
Numeracy	Develops budgets and plans using mathematical processes to calculate costs, timeframes and resources
Problem solving	Develops and implements strategies to ensure organisational goals are achieved Demonstrates sophisticated control over oral, visual and/or written formats, drawing on a range of communication practices to achieve goals Systematically gathers and analyses all relevant information and evaluates options in order to inform strategic decisions or solve problems
Planning and organising	Leads planning processes according to organisational goals
Initiative and enterprise	Monitors results against stated goals, adjusting plans and resources where necessary
Teamwork	Plays a lead role in situations requiring effective collaboration, demonstrating high-level influencing skills, focusing and shaping awareness, and engaging and motivating others
Self-management	Develops flexible plans for complex, high impact activities with strategic implications that involve a diverse range of stakeholders with potentially competing demands

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to:

BSBDIV803 Develop cross cultural communication and negotiation strategies

BSBLDR802 Lead the strategic planning process for an organisation.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR802 Lead strategic planning processes for an organisation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

facilitate planning processes to develop at least one organisation-wide strategic plan.

In the course of the above, the candidate must:

consult with relevant stakeholders

plan and budget for human, financial and capital resources and implement staff development and succession plans

identify and analyse information about the organisation and its environment, including:

research about industry trends and practices

environmental and organisational scan

existing organisational strategic planning

barriers to achieving the organisational goals

align the strategic plan to the vision, mission and key goals of the organisation

identify key performance indicators

implement and evaluate strategic plan, including:

developing tactical and operational annual plans

refining the plan to respond to changed conditions.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

contractual requirements and implications for the business

financial management requirements and processes of the business

industry trends and practices of relevance to the organisation’s strategic direction

risk management processes

methods for conducting SWOT analysis

methods for conducting PEST analysis

strategic and operational planning processes

global environment and market, including:

trends

best practice

risks

opportunities

current and future demands of organisation and global markets

barriers to achieving goals

communication processes

methods to develop strategic plan

strategy map

key features of knowledge management systems

key performance indicators, including financial and non-financial

key features of annual operational plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational and industry information and data relevant to performance evidence

workplace documents relevant to performance evidence, including strategic planning documentation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSTR803 Establish business continuity management strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes skills and knowledge required to establish, monitor and review the business continuity management framework and strategies for an organisation.

The unit applies to individuals working in positions of authority who have the responsibility for embedding business continuity management into corporate or organisational levels of a business.

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

Unit Sector

Critical Thinking and Problem Solving – Business Strategy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Create business continuity management framework	1.1 Identify organisational scope, critical business operations and resources, and risks and disruption scenarios 1.2 Develop risk management strategy 1.3 Conduct a business impact analysis 1.4 Develop business continuity management framework according to identified potential risks and interruption to critical business operations 1.5 Demonstrate sponsorship, responsibility and accountability for business continuity management framework 1.6 Consult with stakeholders to establish governance structures for the business continuity management framework, according to size of organisation 1.7 Determine and seek approval from relevant stakeholders on resources for implementation of business continuity management framework 1.8 Support stakeholders to implement business continuity management framework
2. Monitor business continuity management framework and strategies	2.1 Develop a cyclical review process for monitoring business continuity management framework 2.2 Communicate and provide to relevant stakeholders information relating to cyclical review process 2.3 Develop and seek approval of tools that verify and validate business continuity management framework activities, processes and plans 2.4 Consult with relevant stakeholders implementation of business continuity management framework 2.5 Manage business continuity management framework learning, development and exercises across organisation 2.6 Implement and conduct business continuity management program audits
3. Review and evaluate business continuity management framework and strategies	3.1 Review and analyse reports on business continuity management framework learning and development exercises 3.2 Review and analyse the organisation’s communication strategy and implement relevant changes 3.3 Review and update overall business continuity management framework activities, processes, plans and resources according to results pre- and post-activation 3.4 Analyse and integrate organisation’s business impact assessment and identify dependencies and interdependencies, as required 3.5 Seek feedback from and respond to relevant stakeholders on business continuity management framework and strategies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets and analyses a vast range of textual information to review organisational agendas and policies
Writing	Develops detailed workplace documentation clarifying complex ideas using relevant language and structure according to context and audience
Oral communication	Uses clear language, appropriate tone and syntax to address key stakeholders and disseminate information
Numeracy	Analyses numerical information to determine budgetary requirements
Self-management	Takes responsibility and ownership of own work, intuitively recognising and managing factors that may affect achievement of outcomes Recognises, understands and applies organisational requirements in undertaking own tasks and achieving expectations Recognises the critical importance of clarifying, focusing and aligning goals and expectations to achieve outcomes
Teamwork	Pays close attention to the ways information is communicated, recognising ways they may influence interpretation of a message and appreciating the subtleties Actively builds formal and informal networks to include key people with expert skills, knowledge, connections and decision-making power
Problem solving	Uses formal decision making processes as scaffolding for thinking, seeking input, advice, feedback and specialist advice, as required Uses experience, analysis and intuition to decide whether an idea is worth developing and implementing
Initiative and enterprise	Uses active listening, observational and questioning techniques to identify different perspectives and confirm, clarify or revise understanding

Unit Mapping Information

Supersedes and is equivalent to BSBCON801 Establish and review the business continuity management framework and strategies.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSTR803 Establish business continuity management strategies

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

establish, monitor and review the formal and informal business continuity management framework and strategies for an organisation or work area, including:

consulting with relevant stakeholders to establish and implement a business continuity framework and system

developing and implementing a process to review a business continuity management framework in consultation with others

analysing, evaluating and updating a business continuity management framework

demonstrating leadership and authority for embedding business continuity management into corporate and organisational levels of a business.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

risk management strategy

business impact analysis

potential risks and interruption to critical business operations

governance structures

cyclical review process

tools that verify and validate business continuity management framework activities, processes and plans

internal and external dependencies and interdependencies

current organisation functions, including existing data and information systems

organisational policies and procedures relevant to the business continuity management framework

internal, external and industry disruptions

relationship of the business continuity management framework to other business processes.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents, including risk management documentation

organisational and industry information and data

organisational policies and procedures

workplace equipment and materials.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSUS211 Participate in sustainable work practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to measure, support and find opportunities to improve the sustainability of work practices.

The unit applies to individuals, working under supervision or guidance, who are required to follow workplace procedures and instructions. These individuals work in an environmentally sustainable manner within scope of competency, authority and own level of responsibility.

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

Unit Sector

Business Competence – Sustainability

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Measure sustainable work practices	1.1 Identify sustainable work practices in own work role 1.2 Measure current usage of resources in own work role 1.3 Record and file resource usage documents 1.4 Identify resource inefficiencies from gathered information
2. Support sustainable work practices	2.1 Identify and comply with workplace sustainability procedures 2.2 Identify workplace environmental hazards according to environmental regulations and standards 2.3 Report any breaches and potential breaches to organisational personnel
3. Seek opportunities to improve sustainable work practices	3.1 Identify areas of improvement to work practices in own work area 3.2 Consult with colleagues and management to assess potential to improve sustainability of identified work practices 3.3 Make suggestions for improvements to workplace practices in own work area

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Calculates basic metric measurements to determine resource usage
Reading	Recognises and interprets textual information to establish job requirements
Writing	Completes documents using required formats
Teamwork	Selects and uses appropriate conventions and protocols when communicating with co-workers in range of work contexts Collaborates and cooperates with others to achieve joint outcomes
Initiative and enterprise	Implements actions according to requirements, taking some responsibility for sequencing and timing of tasks Analyses current practices to identify opportunities for improvement
Self-management	Understands and adheres to legal and regulatory responsibilities related to own work
Technology	Uses main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBSUS201 Participate in environmentally sustainable work practices.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSUS211 Participate in sustainable work practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

participate in at least three sustainable work practices.

In the course of the above, the candidate must:

identify benefits of sustainable work practices and areas of improvement for sustainable practices in the workplace

identify and apply sustainability legislation and organisational sustainability policies and procedures

participate in and support discussions for improved resource efficiency processes

identify, measure and document usage of resources

collaborate with team members to develop suggestions for improving workplace sustainability practices.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

environmental and resource hazards and risks

Australian and international standards for corporate social sustainability

sustainability regulations and codes of practice applicable to own role

organisational sustainability policies and procedures

reporting channels and procedures to report breaches and potential issues

advantages of sustainable practices in the workplace.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

documentation, information and resources on workplace environmental and resource efficiency

sustainability legislation, regulations and standards.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSUS411 Implement and monitor environmentally sustainable work practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to analyse and implement improvements to the environmental sustainability of work practices and monitor their effectiveness.

The unit applies to individuals with responsibility for the practices of a specific work area or who lead a work group or team.

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

Unit Sector

Business Competence – Sustainability

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish sustainable work contexts	1.1 Identify and assess organisational compliance against environmental legislation, regulations and standards 1.2 Collect data on environmental efficiency in organisational systems and processes 1.3 Analyse data on environmental efficiency and current purchasing strategies and identify areas for improvement 1.4 Consult stakeholders and external data sources on sustainability best practice 1.5 Develop efficiency targets and methods to monitor outcomes
2. Implement sustainable work practices	2.1 Identify and source tools to set efficiency targets 2.2 Implement and integrate efficiency targets with other operational activities 2.3 Support team members to identify possible areas for improved resource efficiency in work areas 2.4 Seek and act on feedback from stakeholders on implementation
3. Monitor performance of sustainable work practices	3.1 Assess outcomes using monitoring method developed 3.2 Document and communicate outcomes to key personnel and stakeholders 3.3 Identify changes required to targets and tools from strategies and improvement plans 3.4 Promote successful strategies in development of new efficiency targets

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Analyses numerical information to measure usage and calculates metric measurements, quantities and ratios and financial data using appropriate tools
Oral communication	Presents information and seeks advice using structure and language appropriate to audience Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Reading	Identifies and analyses texts to determine legislative and regulatory requirements relevant to work area Reviews reported information to evaluate workplace strategies and improvement practices
Writing	Documents findings of investigations from written and oral sources according to organisational requirements Provides updates about progress using formats and language appropriate to the audience and context
Initiative and Enterprise	Identifies and follows legislative requirements and organisational policies and procedures associated with own role
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information Collaborates and consults with a range of stakeholders to achieve shared understanding of individual roles in meeting objectives
Planning and organising	Develops plans to manage routine and non-routine tasks for own work group with an awareness of how they contribute to the broader organisation Uses systematic, analytical processes to set environmental targets, gather relevant information, identify and evaluate alternative approaches Evaluates outcomes of decisions to identify opportunities for improvement
Technology	Uses the main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBSUS401 Implement and monitor environmentally sustainable work practices.

Supersedes but is not equivalent to:

BSBSUS402 Implement an environmental management plan

BSBSUS403 Measure, monitor and reduce carbon emissions

BSBSUS404 Assess, implement, monitor and report on waste management

BSBSUS405 Assess, monitor and reduce water use

BSBSUS406 Identify and apply sustainability rating tools.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSUS411 Implement and monitor environmentally sustainable work practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement and monitor at least three environmentally sustainable work practices.

In the course of the above, the candidate must:

identify current procedures, practices and compliance requirements in relation to environmental and resource sustainability in the workplace

engage and consult with relevant stakeholders to develop and implement sustainability improvements, encourage feedback and to report on outcomes

plan and organise work group activities to:

measure current resource usage

evaluate alternative solutions to workplace environmental issues

resolve workplace sustainability issues and generate ideas for improvements

evaluate and implement strategies to improve resource usage

comply with environmental requirements

apply continuous improvement approaches to enhance organisation’s sustainability performance

apply change management techniques to support sustainability performance.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

compliance requirements for the work area with reference to legislation, regulations, codes of practice and workplace procedures that relate to environmental and sustainability issues

relevant internal and external sources of information for the development of efficiency targets

benchmarks for environmental and resource sustainability relevant to organisation

Australian and international standards for corporate social sustainability

continuous improvement approaches for workplace practices

resources for monitoring sustainable work practices including:

questionnaires and surveys

visual calculations

supply records and invoices

previous internal and external audit documents

organisational systems and procedures that relate to environmental and resource sustainability improvements, including:

supply chain, procurement and costing strategies

quality assurance

recommendation development and seeking approvals

sales strategies and operations.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

environmental sustainability legislation, regulations, standards and codes

workplace reference materials for environmental sustainability and practices.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSUS412 Develop and implement workplace sustainability plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to prepare, implement and monitor sustainability plans for the workplace.

The unit applies to individuals who lead a work group or have responsibility over a specific workplace area. These individuals work in a sustainable manner within their scope of competency, authority and own level of responsibility.

'Sustainability' in this unit refers to a broad approach that focuses on the minimisation of an organisation’s social, economic and environmental impact, as well as proactive value creation in these areas.

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

Unit Sector

Business Competence – Sustainability

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare sustainability plans	1.1 Identify workplace sustainability issues and feasibility of addressing identified issues with a sustainability plan 1.2 Research environmental legislation, regulations and policies for application in sustainability plan 1.3 Consult relevant stakeholders for information on identified workplace sustainability issues 1.4 Identify and document indicators for measuring sustainability plan outcomes 1.5 Create sustainability plans
2. Implement sustainability plans	2.1 Identify resources required to implement sustainability plan 2.2 Source required resources 2.3 Delegate and supervise work team in implementation of sustainability plans 2.4 Communicate sustainability changes to workplace according to organisational procedures
3. Monitor sustainability plans	3.1 Assess effectiveness of sustainability plan against indicators 3.2 Identify and evaluate successful and unsuccessful features of sustainability plan 3.3 Document evaluation of sustainability plan 3.4 Make amendments to improve future operation of sustainability plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Analyses numerical information to measure usage and calculates metric measurements, quantities and ratios and financial data using appropriate tools
Oral communication	Presents information and seeks advice using structure and language appropriate to audience Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Reading	Identifies and analyses complex texts to determine legislative, regulatory and business requirements Reviews reported information to evaluate workplace strategies and improvement practices
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information Collaborates and consults with a range of stakeholders to achieve shared understanding of individual roles in meeting objectives
Initiative and enterprise	Develops plans to manage routine and non-routine tasks for own work group with an awareness of how they contribute to the broader organisation Uses systematic, analytical processes to set environmental targets, gather relevant information, identify and evaluate alternative opportunities for improvement Uses the main features and functions of digital tools to complete work tasks and access information
Planning and organising	Follows legislative requirements and organisational policies and procedures associated with own role

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSUS412 Develop and implement workplace sustainability plans

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify sustainability issues and opportunities for improvement in at least two sustainable practices in the work area

prepare, implement and monitor at least one sustainability plan for identified issues addressing at least three different workplace sustainability issues.

In course of the above the candidate must:

research legislative requirements and applicable frameworks

engage stakeholders to identify requirements and content of sustainability plan

create implementation processes which identify resource requirements

develop communication plan to convey workplace sustainability changes to relevant stakeholders

source resources and support work team in implementation of sustainability plan

monitor effectiveness of sustainability plan against indicators including through use of software.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

content of sustainability plans including:

environmental legislation, regulations and policies

environmental and resource impacts

key stakeholders

resource requirements

community impact and engagement

risks and barriers

strategies

action plan

specific, measurable, actionable, realistic and time-specified indicators to assess effectiveness of sustainability plans

applicable external assistance and programs, including software programs, to assist in implementation of sustainability plans

communication plan methods including:

meetings

training sessions

posters and signage.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access:

sustainability legislation, regulations, standards and codes

workplace reference materials on sustainability work practices.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSUS413 Evaluate and report on workplace sustainability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to identify sustainable work practices, assess operation of sustainable practices against indicators and improvements and create reports detailing the assessment of workplace sustainability practices.

The unit applies to individuals with responsibility for a specific area of work or who lead a work group or team. These individuals examine processes to identify sustainable work practices and assess them against international sustainability frameworks.

'Sustainability' in this unit refers to a broad approach that focuses on the minimisation of an organisation’s social, economic and environmental impact, as well as proactive value creation in these areas.

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

Unit Sector

Business Competence – Sustainability

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for workplace sustainability review	1.1 Identify environmental legislation, regulations and policies for evaluation and reporting requirements 1.2 Assess advantages and opportunities for companies that report sustainability practices 1.3 Establish scope, objectives and method of assessment for workplace sustainability evaluation 1.4 Select reporting format according to organisational policy and procedures
2. Conduct workplace sustainability assessment	2.1 Engage relevant stakeholders for information regarding workplace areas to be assessed 2.2 Collate information on workplace areas to be assessed 2.3 Verify accuracy of information on the sustainability of the workplace areas 2.4 Measure workplace sustainability against method of assessment
3. Develop workplace sustainability reports	3.1 Identify compliance issues and areas for improvement in sustainability practices 3.2 Document workplace sustainability results according to organisational policy and procedure 3.3 Report information according to the requirements of the selected reporting format 3.4 Present report to management for review and feedback

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Interprets, analyses and presents numeric and financial information
Oral communication	Uses specialised vocabulary and features appropriate to context to discuss and confirm requirements
Reading	Interprets and analyses text from a range of sources to identify key information
Writing	Prepares strategic business documentation incorporating complex vocabulary, grammatical structure and conventions appropriate to purpose and audience
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information
Initiative and enterprise	Monitors and modifies organisational policies and procedures according to legislative requirements and organisation goals
Planning and organising	Plans, organises and implements work activities of self and others that ensure compliance with organisational policies and procedures, and legislative requirements Sequences and schedules complex activities, monitors implementation, and manages relevant communication

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSUS413 Evaluate and report on workplace sustainability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify and conduct a sustainability audit for at least two workplace sustainability issues.

In the course of the above, the learner must:

develop objectives and corresponding indicators to assess workplace sustainability

engage relevant stakeholders to obtain data

collate and analyse data to identify applicable issues in compliance and areas for improvement

convey findings of the sustainability assessment in a sustainability report, according to report content and formatting requirements, to present to management for review.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations, standards and industry or organisational policies governing sustainability

workplace processes relevant to sustainability including resource usage, waste, water usage and supply chain

methods of undertaking an environmental audit including desktop audit and practical audit

possible sustainability reporting formats including:

annual report sustainability section

standalone sustainability report

triple bottom line report

environmental and social impact report

reporting guidelines to assist sustainability reporting processes including the Global Reporting Guidelines

Australian and international standards for corporate social sustainability.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

corporate social sustainability legislation, regulations, standards and codes

workplace reference materials on sustainability practices.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSUS511 Develop workplace policies and procedures for sustainability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop and implement workplace sustainability policies and to modify the policy to suit changed circumstances.

The unit applies to individuals with managerial responsibilities who undertake work developing approaches to create, monitor and improve strategies and policies within workplaces. These individuals also engage with a range of relevant stakeholders and specialists.

'Sustainability' in this unit refers to a broad approach that focuses on the minimisation of an organisation’s social, economic and environmental impact, as well as proactive value creation in these areas.

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

Unit Sector

Business Competence – Sustainability

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare workplace sustainability policies	1.1 Establish scope and objectives of workplace sustainability policies 1.2 Gather information for development of sustainability policies 1.3 Analyse information and consultation insights 1.4 Develop and document sustainability policies according to organisational processes 1.5 Incorporate implementation and continuous improvement processes into sustainability policies
2. Implement workplace sustainability policies	2.1 Present workplace sustainability policies and implementation processes to key stakeholders 2.2 Identify and source resources required to implement sustainability policies 2.3 Support implementation of workplace sustainability policies 2.4 Track continuous improvements in sustainability approaches using recording systems
3. Review implementation of workplace sustainability policies	3.1 Document outcomes and provide feedback to key personnel and stakeholders 3.2 Identify trends requiring remedial action to promote continuous improvement of performance 3.3 Modify sustainability policies to incorporate improvements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Interprets and uses mathematical equations to calculate numerical information relating to time durations and costs
Oral communication	Presents information and seeks advice using language appropriate to audience Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Reading	Identifies, analyses and evaluates complex textual information to determine legislative and regulatory requirements, trends and outcomes
Writing	Researches, plans and prepares documentation using format and language appropriate to context, organisational requirements and audience
Initiative and enterprise	Develops, monitors and modifies organisational policies and procedures according to legislative requirements and organisation goals
Teamwork	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information Plays a lead role in consulting and negotiating positive outcomes with a range of stakeholders
Planning and organising	Plans, organises and implements work activities of self and others that ensure compliance with organisational policies and procedures, and legislative requirements Sequences and schedules complex activities, monitors implementation, and manages relevant communication Uses systematic, analytical processes in relatively complex, situations, setting goals, gathering relevant information, and identifying and evaluating options against agreed criteria Evaluates outcomes of decisions to identify opportunities for improvement

Unit Mapping Information

Supersedes and is equivalent to BSBSUS501 Develop workplace policy and procedures for sustainability.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSUS511 Develop workplace policies and procedures for sustainability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and implement workplace policies and procedures for sustainability on at least one occasion, including:

implementing sustainability policy and procedures into wider organisational policies and procedures

consulting and communicating with relevant stakeholders to generate engagement with sustainability policy development, implementation and continuous improvement.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

Australian and international standards relating to corporate sustainability

environmental and sustainability legislation, regulations and codes of practice applicable to organisation

internal and external sources of information and their use in planning and developing organisational sustainability policies and procedures

elements required for the development of organisational sustainability policies and processes including:

agreed outcomes of the policy and procedures

policy timeframes and costs

performance indicators

activities to be undertaken

assigned responsibilities

record keeping, review and improvement processes

common sustainability issues with organisational systems and procedures

typical barriers to implementing policies and procedures in an organisation and possible strategies to address them.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

corporate sustainability legislation, regulations, standards and codes

organisational documentation on sustainability and sustainable practices.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSUS601 Lead corporate social responsibility

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to consult with stakeholders to develop, implement and evaluate corporate social responsibility policy in an organisation.

The unit applies to individuals working in senior roles in diverse contexts who have responsibility for ensuring an organisation is positioned to ensure its long-term viability and success.

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

Unit Sector

Business Competence – Sustainability

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify context for corporate social responsibility	1.1 Qualify and quantify the drivers for corporate social responsibility 1.2 Identify current benefits of, and barriers to, corporate social responsibility for organisation 1.3 Analyse legislation, regulation, standards and organisational policy affecting corporate social responsibility 1.4 Identify future opportunities for socially responsible practices
2. Establish corporate social responsibility policy	2.1 Identify key stakeholders for organisational corporate social responsibility 2.2 Engage with stakeholders to develop corporate social responsibility objectives and policy 2.3 Develop change management provisions for corporate social responsibility strategy 2.4 Draft and incorporate social responsibility strategy into required organisational systems, procedures and processes 2.5 Prepare and distribute documentation regarding corporate social responsibility strategy
3. Monitor and evaluate corporate social responsibility	3.1 Conduct review of corporate social responsibility integration with relevant people 3.2 Evaluate corporate social responsibility against organisational sustainability objectives 3.3 Recommend improvements to corporate social responsibility policy and practices

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Interprets, analyses and presents numeric and financial information
Oral communication	Uses specialised vocabulary and features appropriate to context to discuss and confirm requirements
Reading	Sources, analyses and interprets textual information in the context of complex organisational strategy and compliance requirements
Writing	Prepares reports and workplace documentation that communicate strategy and related information to suit audience and context
Teamwork	Uses inclusive and collaborative techniques to cooperate and consult with others to identify options to support policy objectives
Planning and organising	Develops plans to implement organisation-wide strategies Monitors processes, evaluates performance against agreed benchmarks and recommends improvements to ensure compliance with organisation, statutory and legal requirements
Problem solving	Recognises, understands and applies legislation, regulation and organisational policies and procedures relevant to strategy

Unit Mapping Information

Supersedes and is equivalent to BSBMGT624 Develop and implement corporate social responsibility.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBSUS601 Lead corporate social responsibility

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

establish, monitor and evaluate corporate social responsibility for two areas or opportunities.

In the course of the above, the candidate must:

consult and communicate with relevant stakeholders to develop CSR objectives and policy that align to organisational goals

negotiate with stakeholders to integrate corporate social responsibility practices into policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key provisions of legislation, covenants, standards and codes of practice relating to Australian and international standards relating to CSR

internal and external sources of information relevant to the CSR framework including:

legislation, regulation, standard and codes of practice

organisational objectives, culture and current policies and practices

elements of a CSR strategy including:

organisational goals, drivers and expected benefits

opportunities and barriers to CSR implementation and operation

relevant stakeholders

emerging approaches and best practice in CSR relevant to organisational context and industry

change management techniques

procedures for maximising engagement in CSR, including strategies and techniques for:

consultation

generating ideas and options

communicating information

addressing barriers and resolving problems.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

corporate social sustainability legislation, regulations, standards and codes

organisational documentation on sustainability including corporate social responsibility.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC101 Operate digital devices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to start up and use a range of basic functions on digital devices.

The unit applies to those who perform a range of routine digital tasks in the various sectors of the business services industry and generally work under direct supervision.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Activate digital device and access features	1.1 Prepare workspace, furniture and equipment to suit user ergonomic requirements, where required 1.2 Activate digital device, and access or log on according to organisation policies and procedures 1.3 Identify basic functions and features of digital devices 1.4 Customise desktop or application configuration 1.5 Request assistance from relevant personnel for using digital device, where required 1.6 Access help functions, where required
2. Navigate and organise file or application environment	2.1 Open, close and access file or application by selecting correct desktop or menu icons 2.2 Create shortcuts onto the desktop or menu, and request assistance from relevant personnel, where required 2.3 Identify and apply keyboard functions for both alpha and numeric keyboard input devices 2.4 Create folders and subfolders with relevant names 2.5 Identify and access storage devices relevant to the digital device 2.6 Download new applications with assistance from relevant stakeholder 2.7 Use search functions to locate files or applications
3. Edit and update stored information	3.1 Rename and move folders and subfolders 3.2 Remove files or applications as required, with assistance from relevant stakeholder 3.3 Open relevant file, document, or application 3.4 Edit content of the file, document, application, or similar in accordance with simple instructions 3.5 Save changes in digital device
4. Deactivate personal digital device	4.1 Save and close all open files, documents or applications 4.2 Deactivate digital device according to user procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Recognises textual information within internal procedures and technical documents to determine and complete work requirements
Writing	Inputs information using familiar text types and records numerical and textual information for file naming conventions

Unit Mapping Information

Supersedes and is equivalent to BSBITU111 Operate a personal digital device.

Supersedes but is not equivalent to:

BSBITU112 Develop keyboard skills

BSBITU307 Develop keyboarding speed and accuracy.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC101 Operate digital devices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least three occasions, activate, navigate, and deactivate a digital device.

In the course of the above, the candidate must:

follow user procedures to power up and access a digital device

follow user procedures and system information when using the basic functions on digital device, seeking assistance where required

shut down applications and the device.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

user procedures for powering up and accessing a digital device

key components of the digital system, including what each component does

ergonomic issues that impact the use of digital devices

key functions of the operating system

organisational conventions for naming files.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

device user information

different types of digital device.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC201 Use business software applications

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to select and use software and organise electronic information and data.

The unit applies to those who use a limited range of practical skills with a fundamental knowledge of equipment use and the organisation of data in a defined context, under direct supervision or with limited individual responsibility.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Select and prepare to use technology	1.1 Identify task purpose, audience, format and presentation requirements, and clarify with relevant personnel, where required 1.2 Select relevant technology and software applications to achieve requirements of the task 1.3 Adjust workspace, furniture and equipment to suit own ergonomic requirements
2. Input and process information or data	2.1 Identify and open application, according to task and organisational requirements 2.2 Enter information or data into application according to organisational requirements 2.3 Ensure information or data is checked and amended according to organisational and task requirements 2.4 Format information or data using appropriate application functions according to organisational and task requirements 2.5 Use relevant help functions to overcome simple issues
3. Finalise and store document	3.1 Review and edit final information or data, and prepare for storage in accordance with organisational and task requirements 3.2 Name and store document and exit application

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Recognises and interprets information from familiar sources to determine job role and task requirements
Writing	Produces and amends files to meet task and organisational requirements Completes required documentation using organisational formats

Unit Mapping Information

Supersedes and is equivalent to:

BSBITU211 Produce digital text documents

BSBITU212 Create and use spreadsheets

BSBWOR204 Use business technology.

Supersedes but is not equivalent to BSBCUE301 Use multiple information systems.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC201 Use business software applications

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

select and use at least three business software applications on two occasions each.

In the course of the above, the candidate must:

select and use technology safely and according to organisational requirements

identify and address faults according to requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of:

organisation’s work health and safety requirements relevant to own role

organisation’s requirements for file naming and storage

applications used for organising electronic information and data.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources

electronic files, information and data

workplace documentation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC202 Use digital technologies to communicate in a work environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to effectively identify, select and use available methods of digital communication in a workplace context. These methods may include email, instant messaging and other similar platforms.

The unit applies to those who use digital technology to communicate with relevant stakeholders. This will be particularly relevant to individuals in teams that work remotely. The individual will use a limited range of practical skills and fundamental knowledge in a defined context under direct supervision or with limited individual responsibility.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify purpose and methods of digital communication	1.1 Identify purpose for communication, intended audience and content of proposed communication 1.2 Identify available digital communication applications by accessing relevant sources of information and clarify with relevant personnel, where required 1.3 Select most appropriate application for communication according to available resources and relevant organisational policies and procedures
2. Implement procedures to send and receive digital communications	2.1 Access application for sending and receiving digital communications according to organisational policies and procedures 2.2 Create outgoing digital communication, check for accuracy and ensure that any required attachments are included according to application requirements and organisational policies and procedures 2.3 Identify urgent, confidential, personal, suspicious or dangerous digital communication and take appropriate action, clarify with relevant stakeholder, where required 2.4 Access and identify most appropriate action in response to incoming digital communications, according to organisational policies and procedures
3. Assist with managing digital communications	3.1 Follow established security levels and filters for incoming digital communications according to organisational policies and procedures 3.2 Assist relevant personnel to create plan for monitoring and maintaining digital communications across multiple applications according to organisational policies and procedures 3.3 Store digital communications and attachments according to organisational policies and procedures 3.4 Archive or permanently delete digital communications according to organisational policies and procedures 3.5 Create methods for communicating electronically with targeted groups of stakeholders as relevant to organisation

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Recognises textual information within different materials and interprets information to determine requirements, as well as confirming accuracy of content
Writing	Records key information relevant to requirements and prepares simple correspondence using basic punctuation, text and correct spelling
Oral Communication	Obtains information through listening and questioning and uses clear and appropriate language suitable to audience
Self-management	Recognises and follows explicit and implicit protocols and meets expectations associated with own role
Problem solving	Recognises and responds to routine problems in context of own work

Unit Mapping Information

Supersedes and is equivalent to BSBITU213 Use digital technologies to communicate remotely.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC202 Use digital technologies to communicate in a work environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on four occasions send digital communications

on four occasions receive and process digital communications.

In the course of the above, the candidate must:

follow organisational and technology provider requirements when communicating electronically across multiple digital applications, including in relation to security of communications

follow organisational policy and procedures when managing all aspects of digital communication, including by storing, filing, archiving, and deleting inbound communications

communicate electronically with targeted groups of colleagues, clients or similar as relevant to organisation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

existing and emerging methods of digital communication, including strengths and limitations

industry practice relating to digital communication etiquette in a workplace setting

commercial sensitivities in relation to knowledge management

organisational policies and procedures relating to the use of digital communication

security levels and filters for digital communications.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

industry applications/platforms for communicating digitally

relevant organisational policies and procedures

relevant workplace documentation and resources.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC203 Research using the internet

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan, conduct and present research using the internet within an organisational context.

The unit applies to individuals who perform a range of routine tasks in the workplace, using a limited range of practical skills and fundamental knowledge of research in a defined context, under direct supervision or with limited individual responsibility.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan research	1.1 Confirm task requirements 1.2 Identify research objectives in consultation with relevant stakeholders 1.3 Identify potential sources for research information according to organisational policies and procedures 1.4 Select application and search engine according to organisational policies and procedures 1.5 Plan key search terms to be used in research
2. Conduct research	2.1 Power up digital device and access internet using selected application 2.2 Open search engine according to research plan 2.3 Enter search terms according to research plan 2.4 Collect information according to research plan and organisational policies and procedures 2.5 Use relevant help functions to overcome simple issues, where required
3. Present research	3.1 Document information collected according to task requirements 3.2 Deliver document to relevant stakeholders according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Recognises textual information within organisational and task requirements to determine work requirements
Writing	Records numerical and textual information in accordance with requirements of task
Oral Communication	Participates in a variety of spoken exchanges with relevant stakeholders in an effort to clarify research purpose, audience and presentation requirements
Self-management	Recognises and follows explicit and implicit protocols and meets expectations associated with own role
Technology	Understands functions and features of specific digital applications and uses these to perform work tasks

Unit Mapping Information

No equivalent unit. New unit.

Supersedes but is not equivalent to BSBITU315 Purchase goods and services online.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC203 Research using the internet

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least three occasions, plan, conduct, and present research on a work task using the internet.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key elements of basic research methods

key functions of required applications

relevant organisational policies and procedures

key principles of documenting research.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

device user information

relevant organisational policies and procedures

workplace documentation and resources.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC301 Design and produce business documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to design and produce various business documents. It includes selecting and using a range of functions on a variety of computer applications.

The unit applies to those who possess fundamental skills in computer operations. They may exercise discretion and judgement using appropriate theoretical knowledge of document design and production to provide technical advice and support to a team.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Select and prepare resources	1.1 Select and use technology and software applications to produce required business documents 1.2 Select layout and style of publication according to information and organisational requirements 1.3 Use basic design principles and ensure document design is consistent with organisational requirements 1.4 Discuss and clarify format and style with required stakeholder
2. Design document	2.1 Identify, open and create files according to task and organisational requirements 2.2 Design document and ensure efficient entry of information 2.3 Use a range of functions to ensure consistency of design and layout
3. Produce document	3.1 Complete document production according to organisational policies, procedures and requirements 3.2 Check document produced to ensure it meets task requirements for style and layout 3.3 Store document appropriately and save document 3.4 Use help function to overcome basic difficulties with document design and production, where required
4. Finalise document	4.1 Proofread document for readability, accuracy and consistency of language, style and layout prior to final output 4.2 Modify document according to task requirements 4.3 Name and store document in accordance with organisational requirements and exit application 4.4 Present document according to task requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Recognises and interprets textual information from a range of sources to determine and adhere to requirements
Writing	Develops documents using required format, accurate spelling and grammar and terminology specific to requirements Organises content to support purposes and audience of material, using clear and logical language
Self-management	Recognises and follows explicit and implicit protocols and meets expectations associated with own role

Unit Mapping Information

Supersedes and is equivalent to:

BSBITU306 Design and produce business documents

BSBITU313 Design and produce digital text documents.

Supersedes but is not equivalent to:

BSBINT305 Prepare business documents for the international trade of goods

BSBITU309 Produce desktop published documents.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC301 Design and produce business documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

design, produce and finalise four different types of business documents, using at least two different software applications.

In the course of the above, the candidate must:

comply with organisational policies and procedures for producing business documents

adhere to task requirements when producing documents including:

applying basic design principles

applying consistent formatting

using appropriate styles

using correct layouts

proofreading

use required data storage options.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

technology required to produce document

key functions and features of contemporary computer applications

organisational policies and procedures

organisational requirements for document design, including style guide.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources

relevant software applications

style guide

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC302 Design and produce spreadsheets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop spreadsheets through the use of spreadsheet applications.

The unit applies to individuals employed in a range of environments who tend to be personally responsible for designing and working with spreadsheets under minimal supervision. These individuals are generally required to have intermediate knowledge and understanding of a number of spreadsheet applications.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Select and prepare resources	1.1 Identify task purpose and audience 1.2 Identify task requirements according to data entry, storage, output, timeline and presentation format 1.3 Select most appropriate application to produce spreadsheet, according to available resources and organisational policies and procedures
2. Plan spreadsheet design	2.1 Design spreadsheet design to suit purpose, audience and information requirements of task 2.2 Confirm spreadsheet is designed to enhance readability and appearance, and is in accordance with organisational and task requirements 2.3 Use available application functions and confirm consistency of design and layout, adhering to organisational and task requirements
3. Create spreadsheet	3.1 Enter data, check and amend to maintain consistency of design and layout, in accordance with organisational and task requirements 3.2 Format spreadsheet using application functions, according to organisational policies and procedures and presentation requirements 3.3 Consult with relevant stakeholders and confirm formulae are tested and output meets task requirements 3.4 Use required help functions and action issues as required
4. Produce charts	4.1 Select chart type and design that offers analysis of numerical data, and meets organisational and task requirements 4.2 Create charts using required data range in spreadsheet 4.3 Modify chart type and layout using formatting features, adhering to organisational and task requirements
5. Finalise and present spreadsheets	5.1 Review and edit final spreadsheet and accompanying charts, and prepare for delivery according to task requirements 5.2 Deliver document to required stakeholders according to organisational requirements, policies and procedures 5.3 Name and store spreadsheet according to organisational requirements and exit application

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Recognises and interprets numerical and textual information to determine organisational and task requirements
Writing	Inputs numerical and key reporting information when creating and finalising spreadsheets Uses format, layout, style guides and standard naming conventions to organise data according to purpose and audience
Numeracy	Uses mathematical equations to create simple formulae and validate numerical data
Teamwork	Collaborates with others to achieve joint outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBITU314 Design and produce spreadsheets.

Supersedes but is not equivalent to BSBITU311 Use simple relational databases.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC302 Design and produce spreadsheets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan, design, produce and finalise a spreadsheet on at least four occasions.

In the course of the above, the candidate must:

produce spreadsheet documents that align to document purpose and appropriate to target audience

design spreadsheets using:

formulas and functions with:

addition, subtraction, division, multiplication

brackets

design spreadsheets that address a range of data and organisational requirements

use software functions to create spreadsheets that adhere to organisational requirements relating to style and presentation

use relevant help functions to rectify document issues

produce spreadsheet document in appropriate format for review, including ability to create and modify intermediate-level charts that analyse the dataset.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key elements of formatting of spreadsheets appropriate to workplace documents, including the ability to calculate:

sum totals

averages

counts of values

key features of spreadsheet applications, both cloud-based and non-cloud based

key features of organisational guidelines on spreadsheet design and use

organisational requirements for ergonomics, work periods and breaks, and sustainability in relation to spreadsheet production.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

industry software/applications for producing spreadsheets

digital device user information

relevant legislation and codes of practice

relevant organisational policies and procedures

workplace documentation and resources, including style guide.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC303 Create electronic presentations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to design and produce electronic presentations using various applications and platforms.

The unit applies to individuals employed in a range of work environments who design electronic presentations. They may work as individuals providing administrative support within an enterprise, or may be responsible for production of their own electronic presentations.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to create presentation	1.1 Organise personal work environment according to ergonomic requirements 1.2 Identify purpose, audience and mode of presentation in consultation with content author or relevant stakeholder 1.3 Identify organisational and task requirements 1.4 Select required application to produce presentation, according to available resources and organisational policies and procedures
2. Create presentation	2.1 Plan presentation, notes and handouts according to organisational and task requirements and image and style requirements 2.2 Use application functions for consistency of design and layout 2.3 Balance presentation features for visual impact and emphasis 2.4 Use application features and customise presentation as required 2.5 Prepare presentation according to organisational requirements 2.6 Use relevant help functions to overcome issues relating to presentation creation, where required
3. Finalise presentation	3.1 Check presentation for spelling and consistency in presentation features and style, according to task requirements 3.2 Prepare presentation materials for delivery according to presenter or audience requirements 3.3 Name and store presentation appropriately, according to organisational requirements and exit application

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Evaluates and integrates information and ideas to construct meaning in an effort to design and create a presentation
Writing	Communicates relationships between ideas and information in a style appropriate to audience and purpose in accordance with organisational and task requirements
Planning and organising	Plans and implements routine tasks and workload making limited decisions on sequencing and timing
Teamwork	Collaborates with others to achieve joint outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBITU312 Create electronic presentations.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC303 Create electronic presentations

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on three occasions prepare, create and finalise an electronic presentation.

In the course of the above, the candidate must:

follow relevant ergonomic requirements and organisational policies and procedures

adhere to task requirements and organisational policies and procedures relating to:

following designated timelines

consistency of design and layout

editing and style requirements

use relevant help functions to rectify presentation issues

produce presentation in appropriate format

store presentation in accordance with organisation policies and procedures relating to data security.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

design features and their effect on the readability and appearance of electronic presentations

key functions of relevant applications for producing electronic presentations

organisational requirements for ergonomics

key features of organisational style and presentation guide.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and materials

relevant digital applications

examples of electronic presentations

relevant organisational policies and procedures

relevant workplace documentation and resources including style guide.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC401 Design and produce complex text documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to design and develop business documents using complex technical features of word processing software.

The unit applies to those who work in a range of business environments and have skills which may be applied in the provision of administrative support within an enterprise, or by technical experts responsible for producing their own word- processed documents.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to produce word processed documents	1.1 Identify ergonomics requirements and organise personal work environment 1.2 Use safe work practices to ensure ergonomic, energy and resource conservation requirements are met 1.3 Identify document purpose, audience and presentation requirements, and clarify with relevant stakeholders, where required 1.4 Identify organisational requirements for textbased business documents to ensure consistency of style and image 1.5 Evaluate complex technical functions of software for usefulness in fulfilling requirements of the task
2. Design complex documents	2.1 Design document structure and layout according to purpose, audience and information requirements of task 2.2 Design document to enhance readability and appearance, and to meet organisational and task requirements for style and layout 2.3 Use complex software functions to enable efficient manipulation of information and other material, and ensure consistency of design and layout 2.4 Use help function to overcome problems with document design and production
3. Add complex tables and other data	3.1 Insert a table into document, change cells according to information requirements 3.2 Format rows and columns, where required 3.3 Insert images and other data and format, where required
4. Produce documents	4.1 Develop documents, and achieve required results 4.2 Preview, adjust and publish documents according to organisational and task requirements 4.3 Name and store documents in accordance with organisational requirements and exit application 4.4 Prepare document according to organisational requirements, policies and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Recognises and interprets textual information from a range of resources to determine and confirm requirements and to assist with document issues
Writing	Develops material using required format and incorporating technical functions to meet business needs
Self-management	Recognises and follows explicit and implicit protocols and meets expectations associated with own role
Teamwork	Collaborates with others to achieve joint outcomes
Planning and organising	Applies formal processes when planning complex tasks, producing plans with logically sequenced steps

Unit Mapping Information

Supersedes and is equivalent to BSBITU401 Design and develop complex text documents.

Supersedes but is not equivalent to BSBITU404 Produce complex desktop published documents.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC401 Design and produce complex text documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

prepare design and produce at least four complex text documents.

In the course of the above, the candidate must:

follow organisational and safe work practices

adhere to organisational requirements for:

producing documents within designated timelines

naming and storing documents

adhere to task requirements when producing complex documents including:

using appropriate styles and layout consistently throughout the document

using correct formatting and document structure

use the following features:

mail merge

document styles

references (footnotes/endnotes)

Table of Contents

paragraph

line spacing

section breaks

alternating headers

footers

resolve issues by referring to user documentation and online help

apply knowledge of complex operation and functions of industry software applications.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

formatting styles and their effect on formatting, readability and appearance of documents

organisational requirements for ergonomics, work periods and breaks, and conservation techniques

purpose and contents of an organisational style guide

key aspects of organisational policies and procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures

workplace documentation and resources relevant to performance evidence

industry software packages and user instructions.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC402 Design and produce complex spreadsheets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to use spreadsheet software to complete business tasks and produce complex documents.

The unit applies to individuals employed in a range of work environments who require skills in creation of complex spreadsheets to store and retrieve data. They may work as individuals providing administrative support within an enterprise, or may be independently responsible for designing and working with spreadsheets relevant to their own work roles.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare and plan to develop spreadsheet	1.1 Organise personal work environment in accordance with ergonomic requirements 1.2 Analyse task and determine specifications for spreadsheets 1.3 Identify requirements of data entry, storage, output, reporting and presentation requirements 1.4 Apply work organisation strategies and energy and resource conservation techniques
2. Develop a linked spreadsheet solution	2.1 Use spreadsheet design software functions and formulae to meet identified requirements 2.2 Link spreadsheets according to software procedures 2.3 Format cells and use data attributes assigned with cell references, according to task requirements 2.4 Test formulae to confirm output meets task requirements
3. Automate and standardise spreadsheet operation	3.1 Evaluate and identify tasks requiring automation 3.2 Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation 3.3 Develop, edit and use templates and ensure consistency of design and layout according to task requirements
4. Use spreadsheets	4.1 Enter, check and amend data according to organisational and task requirements 4.2 Import and export data between compatible spreadsheets and adjust documents, according to software and organisational procedures 4.3 Use help function to overcome problems with spreadsheet design and production 4.4 Preview, adjust and prepare spreadsheet in accordance with organisational and task requirements
5. Represent numerical data in graphic form and store spreadsheet	5.1 Determine style of graph to meet specified requirements and manipulate spreadsheet data, where required 5.2 Create graphs with labels and titles from numerical data contained in a spreadsheet file 5.3 Name and store spreadsheet in accordance with organisational requirements and exit application

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Recognises and interprets numerical and textual information within a range of sources to determine and complete work according to requirements Reviews information to determine accuracy and consistency
Writing	Uses formal mathematical language to create formulas and enters routine data using a format appropriate to requirements Develops material using required format and incorporating technical functions to meet business needs
Oral Communication	Uses listening and questioning skills to clarify requirements
Numeracy	Represents mathematical information in an alternative form and analyses information to determine required spreadsheet formulae and macros
Self-management	Recognises and follows explicit and implicit protocols and meets expectations associated with own role
Planning and organising	Applies formal processes when planning more complex/unfamiliar tasks, producing plans with logically sequenced steps

Unit Mapping Information

Supersedes and is equivalent to BSBITU402 Develop and use complex spreadsheets.

Supersedes but is not equivalent to BSBITA411 Design and develop relational databases.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC402 Design and produce complex spreadsheets

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions, prepare, develop, and use a complex spreadsheet.

In the course of the above, the candidate must:

follow organisational and safe work practices

adhere to organisational requirements for:

ensuring consistency of style, design and layout

saving and publishing documents within designated timelines

naming and storing documents

adhere to identified or task requirements when producing documents including:

editing macros and automating some tasks

using appropriate templates

creating graphs to represent data

resolve issues by referring to user documentation and online help

use appropriate data storage options.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

advanced functions of spreadsheet software applications

key aspects of formatting and design on presentation and readability of data

organisational requirements for ergonomics, work periods and breaks, and conservation techniques

key aspects of organisational policies and procedures

key methods to test formulae.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant organisational policies and procedures

workplace documentation and resources

industry software packages and user instructions.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC403 Apply digital solutions to work processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit defines the skills, knowledge and outcomes to integrate digital technologies into common management practice.

The unit applies to supervisors, teams, and new and emerging leaders who need to apply digital vision and solutions within structured work environments.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Use digital workplace information	1.1 Identify available workplace digital applications for communications, technologies and networks 1.2 Locate and use digital information 1.3 Review digital information sources for validity and reliability 1.4 Create, store and retrieve information in digital format 1.5 Continuously review trends and innovations in relevant digital technology suitable for workplace innovation
2. Integrate digital solutions into work processes	2.1 Identify areas in workplace that could integrate digital solutions 2.2 Select digital solutions required in workplace operations 2.3 Review digital solutions that are fit for purpose and according to organisational policies and procedures 2.4 Implement digital solutions into workplace operations 2.5 Identify and adopt digital media protocols and conventions 2.6 Train and support team members in the application of digital solutions
3. Comply with intellectual property rights	3.1 Identify relevant intellectual property legislation, regulations and the organisational policy 3.2 Review digital process and applications and confirm compliance with intellectual property requirements 3.3 Document, register and report relevant matters related to intellectual property

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Sources, analyses and interprets information in the context of organisational strategy and compliance requirements
Writing	Develops texts dealing with complex concepts using specialised and detailed language to convey explicit information, requirements and recommendations in accordance with legal and organisational requirements
Oral communication	Presents information using language and features appropriate to the audience
Teamwork	Uses a collaborative instructional approach to encourage, support and develop understanding and skills in others

Unit Mapping Information

Supersedes and is equivalent to BSBMGT407 Apply digital solutions to work processes.

Supersedes but is not equivalent to:

BSBCUE407 Administer customer engagement technology

BSBITS411 Maintain and implement digital technology

BSBMGT519 Incorporate digital solutions into plans and practices.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC403 Apply digital solutions to work processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement at least two digital solutions in the work processes of an organisation or work area.

In the course of the above, the candidate must:

identify digital applications, services and information and evaluate them for use in the workplace including:

checking the validity and reliability of digital information

monitoring trends and innovations in digital technology

selecting digital services and solutions suitable for the workplace

compliance to relevant legislation, regulations and organisational policies

identify and implement protocols and procedures to integrate digital services and solutions including:

intellectual property requirements

digital media protocols and conventions

storage and retrieval of digital information

training, mentoring and other support for team members.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislation, regulations, and organisational policies and procedures relevant to working with digital technology and information

strategies to train and support team members in applying digital technology

key elements to consider when evaluating whether digital technology and information options are fit for purpose

intellectual property risks to organisation in relation to digital technology.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant legislation and regulations

workplace documentation and resources.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC404 Use digital technologies to collaborate in a work environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to understand the fundamentals of using digital technologies to collaborate in a workplace context, including working as part of a remote team. It involves undertaking a basic review of organisational processes to identify opportunities for using digital technologies to complete work tasks more efficiently and effectively.

The unit applies to those who use problem-solving skills and take responsibility for adopting and promoting approaches to improve organisational operations, particularly relating to the use of digital technologies.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review existing digital technology use in the business	1.1 Identify current collaborative ways of working 1.2 Assess performance of current collaborative ways of working against organisational strategies and objectives 1.3 Collate information collected through review and provide to relevant personnel as required
2. Identify opportunities to implement digital technologies for workplace collaboration	2.1 Identify available digital technologies by accessing relevant sources of information 2.2 Seek assistance from specialist advisors, where required 2.3 Assess existing collaborative work against available and existing digital technologies 2.4 Identify opportunities and priorities for digital technology in collaborative work 2.5 Prepare a business case for implementing new digital solutions to support collaboration and seek approval, where required
3. Implement and use digital technologies to collaborate in the workplace	3.1 Assess business goals and objectives and develop a plan to introduce new collaborative technologies 3.2 Communicate and promote key features of the plan to relevant stakeholders 3.3 Implement digital technologies according to plan and organisational requirements, policies and procedures 3.4 Organise training in digital technologies for collaboration for relevant stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Learning	Actively reinforces workplace learning by encouraging personnel to expand their digital literacy
Reading	Organises, evaluates and critiques information from a wide variety of textual material
Writing	Develops material for a specific audience using clear language and workplace conventions to convey explicit information, requirements and recommendations
Oral communication	Uses appropriate, detailed and clear language to address key personnel and disseminate information Uses listening and questioning skills to confirm understanding of requirements
Teamwork	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion
Problem solving	Applies problem-solving processes when tackling an unfamiliar problem, breaking complex issues into manageable parts and identifying and evaluating several options for action

Unit Mapping Information

Supersedes and is equivalent to BSBITU422 Use digital technologies to collaborate in the workplace.

Supersedes but is not equivalent to BSBITB511 Establish and maintain a network of digital devices.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC404 Use digital technologies to collaborate in a work environment

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan and implement use of digital technology to collaborate in a work environment at least once.

In the course of the above, the candidate must:

review business use of technology for collaboration and identify opportunities, priorities and risks associated with adopting new technologies according to organisational strategies

collect, analyse and present relevant information about digital applications

create and present a business case to relevant stakeholders for adopting new collaborative digital technologies

develop and communicate a plan to implement new ways of working collaboratively using digital technologies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

fundamentals of common digital applications, including key terms, concepts and user features

organisational requirements, policies and procedures

collaborative technologies and their use in a business context

format and content of a business case in the organisation

strategies for training and coaching in digital technologies

organisational commercial strategy relevant to digital technologies

key sources of information about digital applications, and options specific to the business.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources relevant to performance evidence

relevant legislation, regulations, standards and codes

relevant organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC405 Review and maintain organisation's digital presence

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to undertake data analysis, review digital presence content, and update and maintain digital presence.

The unit applies to those who have knowledge of relationship between digital presence and core functions of an organisation. They also have working knowledge and skills to perform basic updates to website and other digital and social media. They may provide administrative support within an organisation or be other individuals who have been delegated this responsibility.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review digital presence content and use	1.1 Monitor and analyse customer and user feedback according to organisational requirements 1.2 Analyse automatically collected data and identify trends 1.3 Make recommendations on changes to digital presence and its content in response to feedback, data analysis and relevant regulatory requirements 1.4 Review cost implications of the recommended changes and determine viability 1.5 Approve changes scheduled for implementation
2. Update digital presence	2.1 Identify sources of information on the organisation, including website and social media platforms 2.2 Replace superseded and inaccurate information with current information and add additional material according to organisational requirements 2.3 Follow protocols for ensuring the accuracy and authenticity of information 2.4 Remove services no longer available or required and add new services according to organisational requirements 2.5 Check offline information against online information and rectify any discrepancies according to organisational timelines 2.6 Follow security procedures for updating digital presence
3. Carry out non-technical maintenance	3.1 Analyse user feedback to confirm faults are not user issues 3.2 Rectify faults and make improvements to digital presence in response to user feedback approved by the organisation 3.3 Add new digital features and remove redundant features according to organisational requirements 3.4 Change digital presence according to changes in marketing strategy, organisational requirements, policies and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Recognises text within job specifications and work processes related to the outcomes of the job
Writing	Records key information related to the outcomes of the job
Numeracy	Uses basic numeracy skills to determine cost implications and viability
Self-management	Accepts responsibility and ownership for the task and makes decisions on completion parameters and the need to coordinate with others Takes personal responsibility for following security procedures and meeting organisational requirements
Planning and organising	Takes responsibility for planning, sequencing tasks for efficient and effective organisational outcomes
Problem solving	Uses problem solving processes to identify and analyse technical issues Contributes to continuous improvement of digital presence by applying basic principles of analytical thinking
Technology	Understands the purposes, specific functions and key features of common digital systems and tools and operates them effectively to complete tasks in accordance with security requirements

Unit Mapping Information

No equivalent unit. Supersedes but is not equivalent to BSBEBU401 Review and maintain a website.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC405 Review and maintain organisation's digital presence

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

on at least two occasions, review, update and carry out maintenance on an organisation’s digital presence, including:

website

social media platforms.

In the course of the above, the candidate must:

analyse data and make recommendations about changes to digital presence

update digital presence according to organisational requirements

analyse data, identify and resolve faults, errors and complaints about digital presence.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of relevant digital platforms, including:

social media

websites

digital directories

key provisions of relevant legislation, regulations, and standards and codes of practice that may affect aspects of organisation’s digital presence

basic principles of design and maintenance of relevant platforms

key aspects of online security issues

organisational policies and procedures relevant to digital presence

key methods of data analysis relevant to online stakeholder engagement.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources

documentation relating to analysis and strategies/policies for implementation

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC501 Develop and implement an e-commerce strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to evaluate e-commerce models and strategies for use in a business context. This includes the ability to incorporate results of evaluations into design of an e-commerce strategy, including marketing, buying and selling goods and services online.

The unit applies to those who possess skills and knowledge in a specialist business area, as well as knowledge of digital applications and other technologies. They apply these skills and knowledge in the evaluation, selection and implementation of new strategies for business, which incorporate e-commerce solutions. They may be responsible for overseeing these tasks along with technical or other knowledge experts.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Analyse opportunities for e-commerce	1.1 Undertake a competitive analysis to determine the impact emerging trends will have on industry sectors and competitors 1.2 Complete value chain analysis and identify processes and relationships that may benefit from the adoption of e-commerce solutions, according to organisational strategies 1.3 Identify threats and opportunities of e-commerce implementation and evaluate potential contributions to the organisation 1.4 Conduct resource analysis and identify cost and revenue implications in opportunities, according to organisational policies and procedures 1.5 Identify and evaluate legal and ethical issues in e-commerce opportunities
2. Evaluate e-commerce models	2.1 Identify and analyse businesstobusiness, businesstoconsumer, intraorganisational e-commerce applications and e-commerce models, and assess applicability to own organisation 2.2 Rank compatible e-commerce models in terms of their strengths and weaknesses, identify resourcing, technical and security requirements of each and assess according to organisational strategies 2.3 Analyse cost implications of implementation of e-commerce models 2.4 Determine an e-commerce model most appropriate in relation to organisational strategies
3. Design an e-commerce strategy	3.1 Formulate purpose, objectives and values for the e-commerce 3.2 Identify target market, and value chain structure according to chosen e-commerce model 3.3 Identify and obtain technical needs and expertise required to implement e-commerce model 3.4 Investigate and identify possible culture issues, and develop plan to manage transition to e-commerce, according to organisational policies and procedures
4. Implement an e-commerce strategy	4.1 Develop policies and procedures that support customers, supply chain and staff and ensure successful implementation 4.2 Monitor performance of organisational goals and adjust policies and procedures to respond to changing requirements of customers, staff and supply chain 4.3 Review e-commerce systems and models, seek feedback from users and stakeholders responsible for e-commerce implementation 4.4 Incorporate evaluation results and feedback and improve future e-commerce strategies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets a range of textual information to evaluate opportunities, possible exemplars and technical considerations
Writing	Takes personal notes and develops workplace documentation that clarifies complex ideas using language and structure to suit context and audience
Oral Communication	Articulates information clearly using language and tone appropriate to audience and environment Uses active listening and questioning techniques to receive feedback and confirm understanding
Numeracy	Analyses numerical information to determine resources required for job
Initiative and enterprise	Develops and reviews organisational procedures to achieve broader workplace goals Investigates new and innovative ideas as a means to continuously improve work practices and processes
Self-management	Takes responsibility for developing and implementing organisational processes that comply with legislative requirements and achieve required outcomes
Problem solving	Systematically gathers and analyses all relevant information and evaluates options to solve problems or make decisions
Technology	Uses digital technologies and systems safely, legally and ethically to access, store and share information

Unit Mapping Information

Supersedes and is equivalent to BSBEBU511 Develop and implement an e-business strategy.

Supersedes but is not equivalent to BSBEBU502 Implement e-business solutions.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC501 Develop and implement an e-commerce strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

design and implement an e-commerce strategy for an organisation or work area.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

methods for conducting value chain analysis when assessing potential e-commerce solutions

key features of relevant legislation, regulations, standards and codes of practice that may affect the implementation of e-commerce solution

key features of common e-commerce models

organisational policies and procedures

key features of organisational strategy related to e-commerce solutions.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace equipment and resources

relevant organisational policies and procedures

relevant legislation, regulations and codes of practice.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTEC601 Review organisational digital strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to review an organisation’s digital strategy and assess whether it is fulfilling its objectives according to relevant performance indicators.

The unit applies to individuals who are responsible for reviewing the operation and effectiveness of an organisation’s digital strategy to ensure the strategy remains according to organisation’s objectives.

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

Unit Sector

Digital Competence - Technology Use

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop plan for review of digital strategy	1.1 Obtain and interpret information on organisation’s policies, procedures and objectives related to digital strategy 1.2 Develop a review methodology 1.3 Prepare review plan detailing established review criteria, organisational objectives and the information to be collected 1.4 Ensure approval of plan from relevant stakeholders
2. Collect review information	2.1 Source relevant information according to review plan 2.2 Organise, interpret and evaluate collected information against established review criteria according to review plan 2.3 Discuss issues interpreting information and address appropriately in consultation with relevant stakeholders 2.4 Organise interpreted review information for analysis
3. Analyse the collected information	3.1 Analyse review information according to review plan 3.2 Review and discuss outcomes and findings of the analysis with relevant stakeholders
4. Determine review findings and outcomes	4.1 Develop and discuss preliminary findings and any identified issues with relevant stakeholders 4.2 Source additional information required to clarify aspects of findings and issues 4.3 Prepare recommendations for actions to improve digital strategy
5. Document and distribute outcomes and recommendations of review	5.1 Prepare a draft report of the outcomes, findings and recommendations of digital strategy review according to review plan 5.2 Distribute draft report to relevant stakeholders 5.3 Edit the report based on the feedback obtained 5.4 Proofread the report in preparation for distribution 5.5 Present final report and obtain approval from authorised stakeholders 5.6 Distribute final report to relevant stakeholders according to review plan

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Identifies, interprets, analyses or reviews complex texts from various sources to determine, organisational operations, specific requirements and responsibilities Checks documents for accuracy of content, grammar, spelling and punctuation
Writing	Collates and compiles results of research and analysis using appropriate technical language and organisational formats Develops materials to convey information, requirements or recommendations using language and structure appropriate to the audience Composes and edits texts, selecting appropriate vocabulary and structure for audience and purpose
Self-management	Responsible for following policies, procedures and legislative requirements
Planning and organising	Plans, develops, implements and monitors processes for reviewing digital strategy performance
Technology	Uses digital technologies and systems safely, legally and ethically to access, store and share information

Unit Mapping Information

No equivalent unit. New unit.

Supersedes but is not equivalent to:

BSBITA611 Configure and optimise customer contact technology

BSBITB801 Implement advanced electronic technologies.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTEC601 Review organisational digital strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

review and develop and distribute recommendations relating to the digital strategy of an organisation or work area.

In the course of the above, the candidate must:

develop a review plan including:

preparation of a review methodology

prepare and submit final report for approval and implementation.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of organisational policies and procedures, and objectives

digital strategy review methodologies

features of review plans, methodology and criteria

sources of relevant digital strategy information

methods of analysis of review information

format and content of digital strategy report

common recommendations for actions to improve digital strategy

methods of distribution of the final review report.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

relevant standards, laws, regulations, industry and organisational codes and standards

workplace equipment and resources relevant to performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTWK201 Work effectively with others

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to work cooperatively with others and deal effectively with issues, problems and conflict.

The unit applies to individuals who perform a range of routine tasks in a team environment and use a basic knowledge of teamwork in a defined context, under direct supervision or with limited individual responsibility.

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

Unit Sector

Social Competence – Teamwork and Relationships

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop effective workplace relationships	1.1 Identify individual responsibilities in relation to workgroup members 1.2 Clarify individual and workgroup responsibilities with work team 1.3 Participate in informal meetings and information sharing with workgroup 1.4 Request and apply feedback from supervisor on individual practices
2. Improve workgroup processes	2.1 Support team members to meet workgroup goals 2.2 Contribute to workgroup goals and tasks according to organisational requirements 2.3 Share work-related information with workgroup according to organisational policies and procedures 2.4 Plan strategies for team performance improvement with workgroup
3. Resolve issues, problems and conflict	3.1 Identify advantages of differences in values and beliefs between workgroup members 3.2 Respond to any linguistic and cultural differences in communication styles according to legislation, organisational policies and procedures and ethical standards 3.3 Identify potential workgroup issues, problems and conflicts encountered in the workplace 3.4 Seek assistance from supervisor to address problems and conflicts that arise 3.5 Suggest possible ways of dealing with identified workplace issues

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies and interprets information to determine task requirements
Writing	Completes required documentation using organisational formats Composes simple documents for others to read
Oral Communication	Presents information and seeks advice using language and features appropriate to audience Participates in discussions using listening and questioning to elicit views of others and to clarify or confirm understanding
Initiative and enterprise	Identifies responsibilities of own role and follows explicit and implicit organisational protocols and procedures
Teamwork	Selects and uses appropriate communication practices when seeking or sharing information Establishes and builds rapport and relationships with others to foster a culture of respect and cooperation in communications Listens to the ideas of others and considers their needs
Planning and organising	Plans and organises work commitments to ensure deadlines and objectives are met

Unit Mapping Information

Supersedes and is equivalent to BSBWOR203 Work effectively with others.

Supersedes and is not equivalent to BSBFLM312 Contribute to team effectiveness.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTWK201 Work effectively with others

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

work with a group to achieve an objective on at least two occasions and address at least one identified problem or conflict on each occasion.

In the course of the above, the candidate must:

distinguish individual responsibilities from workgroup responsibilities

demonstrate the ability to:

support team members

communicate according to the cultural and linguistic requirements of the individual

act on constructive feedback

use communication channels to share information

cooperate and contribute to team goals

identify improvement opportunities

identify problems and conflicts and address them according to organisational and ethical policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational and ethical standards, policies and procedures that relate to own work role

team responsibilities and duties and their relationship to individual responsibilities and duties

organisational policies and procedures relating to workplace discrimination and bullying

personal values and beliefs including their importance in the development of relationships

communication channels used to communicate in work teams including:

team meetings

one-on-one interactions with individual team members

emails

instant messaging

calls

key problems and conflicts arising in workgroup contexts

methods of resolving team problems including referral to relevant organisational personnel

conflict resolution techniques.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace discrimination and bullying legislation

organisational and ethical standards, policies and procedures for working with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTWK301 Use inclusive work practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to recognise and interact productively with diverse groups of individuals in the workplace. It covers responding to and working effectively with individual differences that might be encountered during the course of work.

The unit applies to individuals who work in a variety of contexts where they will be expected to interact with diverse groups of individuals. They may also provide some leadership and guidance to others and have some limited responsibility for the output of others.

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

Unit Sector

Social Competence – Teamwork and Relationships

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish practices that support individual differences in the workplace	1.1 Identify individual differences in colleagues, clients and customers 1.2 Identify organisational policies and procedures relating to inclusive work practices 1.3 Assist relevant personnel in developing plan for incorporating inclusive practices in work tasks
2. Work effectively with individual differences	2.1 Document developed knowledge, skills and experience 2.2 Support colleagues and share specific skills with other team members and clients 2.3 Identify and implement inclusive work practices to demonstrate value of diversity in the workplace 2.4 Modify verbal and nonverbal communication to accommodate individual differences
3. Assess use of inclusive practices	3.1 Seek feedback on inclusive practices from supervisor 3.2 Evaluate feedback and identify opportunities for improvement 3.3 Incorporate feedback and make improvements to work practices according to legislative requirements and enterprise guidelines

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Evaluates textual information to determine regulatory requirements and internal policies
Writing	Records key information related to the outcomes of the job, using appropriate vocabulary and style Varies writing style to meet requirements of audience and purpose
Oral Communication	Adjusts tone, speech and pace to suit verbal interactions Selects vocabulary appropriate to the audience
Teamwork	Identifies and takes steps to follow accepted communication practices and protocols Contributes to work group activities using accepted conventions
Planning and organising	Plans and implements routine tasks according to directions

Unit Mapping Information

Supersedes and is equivalent to BSBDIV301 Work effectively with diversity.

Supersedes but is not equivalent to:

BSBEDU304 Assist with the provision of pastoral care services to international students

BSBFLM313 Apply language, literacy and numeracy to support others in the workplace

BSBFLM314 Mentor others in the workplace to support their language, literacy and numeracy skill development.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTWK301 Use inclusive work practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use at least two different inclusive work practices

work with a diverse group of individuals to achieve work outcomes on at least two occasions.

In the course of the above, the candidate must:

contribute to developing a plan for incorporating inclusive practices in work tasks, according to legislative requirements and organisational policies and procedures

adjust language and behaviour in interactions with diversity according to legislative and organisational requirements

comply with workplace inclusivity regulations, standards and codes of practice.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

workplace anti-discrimination legislation and standards

organisational policies and procedures relating to inclusive work practices

major groups in the workplace and community, as defined by cultural, religious and other traditions and practices

reasonable adjustments that facilitate participation by people with a disability

the value of workplace diversity and inclusion in terms of:

the ability of an organisation to attract talent

employee satisfaction

creativity and innovation in the workplace

an organisation’s financial performance.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, standards and codes of practice for working with diversity

organisational diversity policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTWK401 Build and maintain business relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to establish, develop and maintain effective work relationships and networks through relationship building and negotiation skills required by workers. These workers may be within an organisation as well as freelance or contract workers.

The unit applies to individuals with a broad knowledge of networking and negotiation who contribute to creating solutions to unpredictable problems. They may have responsibility for and provide guidance to others.

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

Unit Sector

Social Competence – Teamwork and Relationships

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish business relationships	1.1 Identify business development and networking objectives of the organisation and own role 1.2 Determine networking opportunities according to identified objectives and organisational policies and procedures 1.3 Confirm communication channels for information exchange with business contacts 1.4 Engage with business contacts using written and verbal communication to promote business opportunities
2. Maintain business relationships	2.1 Use communication techniques to establish rapport with business contacts 2.2 Identify barriers to business development opportunities 2.3 Use problem-solving techniques to negotiate solutions to identified situations 2.4 Seek specialist advice in the development of contacts, as required
3. Build and improve business relationships	3.1 Develop strategies to represent and promote organisational interests to contacts 3.2 Participate in formal and informal networks that promote the organisation 3.3 Communicate issues regarding relationships in writing and verbally to organisational personnel 3.4 Seek and respond to feedback from management on the quality of relationships with business contacts

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Learning	Seeks opportunities to develop and extend expertise and identify areas for professional improvement
Reading	Sources and analyses information to establish networks that consistently promotes business opportunities
Writing	Uses appropriate vocabulary, layout and grammatical structure to convey ideas and information
Oral Communication	Uses persuasive language and appropriate non-verbal features to achieve mutually acceptable outcomes Uses active listening and questioning techniques to confirm understanding
Initiative and enterprise	Identifies and adheres to organisational policies and procedures
Teamwork	Looks for ways to establish connections and build genuine understanding with a diverse range of people Cultivates relationships with people with the knowledge, skills and influence to get things done or provide support
Planning and organising	Takes responsibility for planning, sequencing and implementing tasks required to build and maintain networks Uses analytical processes to identify problems, gather relevant information, evaluate options and determine solutions

Unit Mapping Information

Supersedes and is equivalent to BSBREL401 Establish networks.

Supersedes but is not equivalent to:

BSBREL402 Build client relationships and business networks

BSBREL403 Implement international client relationship strategies

BSBSMB411 Manage specialist external advisory services.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTWK401 Build and maintain business relationships

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

communicate with others to build and maintain at least two different business relationships.

In the course of the above, the candidate must:

promote professional business relationship using written and verbal communication techniques

identify methods to improve business relationships

participate in formal and informal networking opportunities that promote the business.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

strategies for establishing and maintaining business relationships

methods of engaging with business contacts including through participation in professional networks and associations

relevant networks, organisations, agencies, associations or individuals

principles and techniques needed to negotiate positive outcomes

organisational policies, plans and procedures relevant to business relationships

methods for obtaining feedback on business relationships.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documentation and resources

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTWK501 Lead diversity and inclusion

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead diversity for a work area. It covers implementing the organisation’s diversity policy, fostering diversity within the work team and promoting the benefits of a diverse workplace.

The unit applies to individuals who direct the work of others in teams of variable sizes. They may work with staff from different cultures, races, religions, generations, or other forms of difference in any industry context.

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

Unit Sector

Social Competence – Teamwork and Relationships

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review diversity policy	1.1 Locate and review organisational diversity policy 1.2 Identify application of diversity policy in work area 1.3 Assess currency and efficacy of diversity policy 1.4 Provide feedback and suggestions for improvement of organisational diversity policy 1.5 Revise diversity policy and incorporate improvements
2. Foster respect for diversity in the work team	2.1 Identify training needs to promote respect for difference in personal interactions 2.2 Identify staff struggling to work with diversity and implement measures to support working with diversity 2.3 Develop processes to demonstrate benefits of working with various diverse groups 2.4 Address workplace diversity complaints according to organisational policies and procedures
3. Promote the benefits of diversity	3.1 Promote organisational workforce diversity in external forums 3.2 Identify role of diversity in gaining a competitive advantage for the organisation 3.3 Support organisational efforts to champion diversity

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies, analyses and evaluates complex texts to determine particular diversity requirements
Writing	Collates ideas and information from various sources Prepares factual and informative documentation to suit purpose and audience Records investigation findings according to organisational and legislative requirements
Oral Communication	Presents information and opinions using language and non-verbal features appropriate to audience Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Initiative and enterprise	Takes responsibility for following policies, procedures and legislative requirements Seeks to improve policies and procedures to better meet organisational goals
Teamwork	Selects, implements and seeks to improve protocols governing communications to clients and co-workers in a range of work contexts Collaborates with others to achieve shared goals Interacts effectively with people from diverse backgrounds
Planning and organising	Accepts responsibility for planning and sequencing complex tasks and workload, negotiating key aspects with others Uses analytical skills to decide on appropriate application of diversity policy in a range of complex situations Investigates new and innovative ideas as a means to continuously improve work practices and processes

Unit Mapping Information

Supersedes and is equivalent to BSBDIV501 Manage diversity in the workplace.

Supersedes but is not equivalent to BSBDIV601 Develop and implement diversity policy.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTWK501 Lead diversity and inclusion

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

lead diversity and inclusion initiatives for an organisation or work area.

In the course of the above, the candidate must:

implement strategies to improve awareness of challenges experienced by individuals from diverse groups in the work team

follow procedures for handling complaints or harassment allegations

promote the benefits of diversity to others both internally and externally.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational diversity policy

organisational processes for feedback on policy

benefits and competitive advantage of a diverse workforce

organisational formal and informal complaints procedures

relevant current legislation regarding:

age discrimination

disability discrimination

racial discrimination

sex discrimination

human rights

equal opportunity.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations and codes of practice for managing diversity

workplace diversity policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTWK502 Manage team effectiveness

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to lead teams in the workplace and to actively engage with the management of the organisation.

The unit applies to individuals working at a managerial level who lead and build a positive culture within their work teams. At this level, work will normally be carried out using complex and diverse methods and procedures requiring the exercise of considerable discretion and judgement. It will also involve using a range of problem solving and decision-making strategies.

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

Unit Sector

Social Competence – Teamwork and Relationships

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish team performance plan	1.1 Identify team purpose, roles, and responsibilities according to organisational and task objectives 1.2 Develop performance plans with expected outcomes, key performance indicators (KPIs) and goals for work team 1.3 Support team members in meeting expected performance outcomes
2. Develop and facilitate team cohesion	2.1 Develop strategies for facilitating team member input into planning, decision making and operational aspects of team tasks 2.2 Develop or modify policies and procedures for promoting team member accountability for personal work and team tasks 2.3 Provide feedback to team members on team effort and contributions 2.4 Develop processes for identifying and addressing issues, concerns and problems identified by team members
3. Facilitate teamwork	3.1 Encourage team members to participate in and to take responsibility for team activities 3.2 Support the team in identifying and resolving work performance problems 3.3 Promote work team collaboration through individual behaviour
4. Liaise with stakeholders	4.1 Establish and maintain open communication processes with relevant stakeholders 4.2 Communicate information from line management to the team 4.3 Communicate and follow-up unresolved issues, concerns and problems raised by team members with line management 4.4 Address unresolved issues, concerns and problems raised by stakeholders

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Analyses and interprets textual information from the organisation’s policies, goals and objectives to establish team goals or to determine corrective action
Writing	Prepares workplace documentation that communicates complex information clearly and effectively
Oral Communication	Engages in discussions or provides information using appropriate vocabulary and non-verbal features Uses listening and questioning techniques to confirm understanding and to engage the audience
Enterprise and initiative	Identifies how own role contributes to broader organisational goals Modifies or develops policies and procedures to achieve organisational goals
Teamwork	Selects and uses appropriate conventions and protocols when communicating with diverse stakeholders Uses interpersonal skills to gain trust and confidence of team and provides feedback to others in forms that can be understood and used Adapts personal communication style to build positive working relationships and to show respect for the opinions, values and particular needs of others
Planning and organising	Develops, implements and monitors plans and processes to ensure team effectiveness Monitors and actively supports processes and development activities to ensure the team is focused on work outcomes Plans for unexpected outcomes and implements creative responses to overcome challenges

Unit Mapping Information

Supersedes and is equivalent to BSBWOR502 Lead and manage team effectiveness.

Supersedes but is not equivalent to:

BSBMGT520 Plan and manage the flexible workforce

BSBWRK409 Prepare for and participate in dispute resolution.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTWK502 Manage team effectiveness

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage the effectiveness of at least one work team.

In the course of the above, the candidate must:

provide feedback to encourage, value and reward others

model desired behaviour and practices

encourage and foster shared understanding of purpose, roles and responsibilities

support team to meet expected performance outcomes including providing formal and informal learning opportunities as needed

develop performance plans with key performance indicators (KPIs), outputs and goals for individuals or the team which incorporate input from stakeholders

communicate effectively with a range of stakeholders about team performance plans and team performance

evaluate and take necessary corrective action regarding unresolved issues, concerns and problems raised by internal or external stakeholders.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

impacts of group dynamics on team performance

methods of establishing team activities including communication processes

strategies that can support team cohesion, participation and performance

strategies for gaining consensus

issue resolution strategies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

workplace documents relevant to team task objectives.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTWK503 Manage meetings

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to manage a range of meetings including overseeing the meeting preparation processes, chairing meetings, organising the minutes and reporting meeting outcomes.

The unit applies to individuals employed in a range of work environments who are required to organise and manage meetings within their workplace. These individuals may work as senior administrative staff or may be individuals with responsibility for conducting and chairing meetings in the workplace.

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

Unit Sector

Social Competence – Teamwork and Relationships

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for meetings	1.1 Develop agenda according to meeting purpose 1.2 Establish and verify meeting requirements with relevant individuals 1.3 Contact and confirm meeting with participants according to organisational procedures 1.4 Provide meeting papers to participants according to task requirements
2. Conduct meetings	2.1 Chair meetings according to organisational requirements, agreed conventions for type of meeting and legal and ethical requirements 2.2 Promote participation, discussion, problem solving and resolution of issues 2.3 Brief minute-taker on method for recording meeting notes
3. Follow up meetings	3.1 Review meeting minutes and edit, as required 3.2 Distribute and store minutes and other followup documentation within designated timelines, and according to organisational requirements 3.3 Report outcomes of meetings, as required, within designated timelines

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies and interprets information from complex texts including organisational policies and procedures
Writing	Addresses the context, purpose and audience when generating a range of texts Prepares notes using appropriate structure, and accurate spelling, grammar and punctuation Edits and corrects own work to ensure accuracy
Oral Communication	Participates in verbal exchanges using appropriate style, tone and vocabulary for audience, context and purpose Listens for specific information during meetings Asks questions and listens to responses to clarify understanding
Numeracy	Identifies and interprets numerical information related to timeframes
Enterprise and initiative	Identifies and responds to both explicit and implicit organisational procedures and protocols and legislative and regulatory requirements
Planning and organising	Applies formal processes when planning complex tasks, producing plans with logically sequenced steps, reflecting an awareness of time constraints Recognises and takes responsibility for addressing predictable problems in familiar work contexts

Unit Mapping Information

Supersedes and is equivalent to BSBADM502 Manage meetings.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTWK503 Manage meetings

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage a meeting on at least two occasions.

In the course of the above, the candidate must:

apply conventions and procedures for meetings including:

developing and distributing agendas and papers

identifying and inviting meeting participants

organising and confirming meeting arrangements

conducting meeting

completing meeting-follow up actions

follow relevant organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

meeting terminology, structures and arrangements

responsibilities of the chairperson and key features of group dynamics in relation to managing meetings

key features of options for meetings including face-to-face and virtual meetings

methods for recording meeting notes including relevant organisational requirements and conventions for type of meeting

organisational procedures and policies regarding meetings, chairing and minutes including identifying organisational formats for minutes and agendas.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures for managing meetings

computers and relevant software.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBTWK601 Develop and maintain strategic business networks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

The unit describes the skills and knowledge required to establish professional relationships and networks to support organisational objectives.

The unit applies to individuals who hold significant accountability for the effective functioning and success of an organisation or work area. At this level, work will generally be carried out using complex and diverse methods and procedures requiring the exercise of considerable discretion and judgement, using a range of problem solving and decision-making strategies.

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

Unit Sector

Social Competence – Teamwork and Relationships

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan networking activities	1.1 Identify potential business contacts according to networking objectives and organisational strategy 1.2 Evaluate and select potential business contacts 1.3 Plan subject matter of communication with identified businesses contacts 1.4 Evaluate methods for contacting identified business contacts
2. Undertake networking activities	2.1 Establish contact with identified business contacts 2.2 Communicate with relevant stakeholders the advantages of developing business relationship according to plan 2.3 Confirm communication channels with relevant stakeholders for future correspondence
3. Maintain networks	3.1 Identify existing business relationships and assess strategic importance according to organisational objectives 3.2 Develop plan for maintaining strategic business relationships 3.3 Evaluate opportunities for collaboration with business contacts according to organisational strategy

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

SKILL	DESCRIPTION
Reading	Identifies and interprets information from complex texts including organisational policies and procedures
Writing	Communicates relationships between ideas and information, matching style of writing to purpose and audience Researches, plans and prepares for business communication
Oral Communication	Participates in verbal exchanges using appropriate style, tone and vocabulary for audience, context and purpose Participates in discussions using listening and questioning to elicit the views of others and to clarify or confirm understanding
Numeracy	Identifies and interprets numerical information relevant to organisational strategy
Enterprise and Initiative	Takes full responsibility for complying with organisational policies and procedures applicable to self and the organisation
Teamwork	Sequences and schedules complex activities, monitors implementation and manages relevant communication
Planning and organising	Applies formal processes when planning complex tasks, producing plans with logically sequenced steps, reflecting an awareness of time constraints Identifies and takes responsibility for addressing unpredictable problems in work contexts

Unit Mapping Information

No equivalent unit. New unit.

Supersedes but is not equivalent to:

BSBCMM501 Develop and nurture relationships

BSBREL501 Build international client relationships

BSBREL502 Build international business networks.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBTWK601 Develop and maintain strategic business networks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and maintain at least one strategic business network.

In the course of the above, the candidate must:

identify methods for contacting potential business contacts including conferences, professional associations and business networking opportunities

determine the value of establishing a shared business relationship

initiate follow-up correspondence.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of organisational strategy

common opportunities and risks associated with business collaboration

methods for contacting potential business contacts applicable to the industry.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational strategy documents relevant to performance evidence

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS211 Contribute to the health and safety of self and others

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to work in a manner that is healthy and safe in relation to self and others, and to assist in responding to incidents. It covers following work health and safety (WHS) policies, procedures, instructions and requirements; and participating in WHS consultative processes.

The unit applies to those who require a basic knowledge of WHS to carry out own work in a defined context, under direct supervision or with some individual responsibility, in a range of industry and workplace contexts.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Operate safely in own work environment	1.1 Identify organisational WHS policies and procedures that apply to own work setting 1.2 Carry out work tasks according to WHS instructions 1.3 Carry out pre-start systems and equipment checks under supervision and according to organisational policies and procedures 1.4 Participate in responding to incidents according to organisational policies and procedures
2. Operate safely within requirements of own role	2.1 Identify individuals and/or parties to whom queries and concerns about safety in the workplace should be directed 2.2 Identify existing and potential hazards relating to own role, and record and report them according to organisational policies and procedures 2.3 Identify and contribute to implementing WHS instructions and organisational policies and procedures specific to own work area 2.4 Identify and report incidents and injuries to required personnel according to organisational policies and procedures
3. Participate in WHS consultative processes	3.1 Contribute to workplace meetings, inspections, and other WHS consultative activities 3.2 Identify existing and potential WHS hazards and report them to designated persons according to organisational policies and procedures 3.3 Participate in actions to minimise or eliminate workplace hazards and to reduce risks

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and interprets short and simple information in relation to WHS and incidents
Writing	Uses structure and language appropriate to audience and context when giving factual information
Oral Communication	Uses language and non-verbal communication appropriate to audience and context in descriptions, opinions and explanations Extracts meaning and main ideas from verbal descriptions, opinions and explanations
Navigate the world of work	Follows WHS legislative requirements under supervision and with assistance Follows protocols and procedures relating to own role Seeks assistance from others when WHS issues are beyond scope of immediate responsibilities
Get the work done	Plans, organises and implements routine tasks in order to optimise health and safety Selects and implements actions from predetermined procedures

Unit Mapping Information

Supersedes and is equivalent to BSBWHS201 Contribute to health and safety of self and others.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS211 Contribute to the health and safety of self and others

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

actively participate in two different work activities that contribute to the health and safety of self and others

identify and report at least one hazard to designated personnel.

During the above, the candidate must follow required procedures and instructions relating to work health and safety (WHS) and incidents.

Knowledge Evidence

The candidate must demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

organisational safety policies, procedures, instructions and requirements relating to own work role in relation to:

checking systems and equipment

conducting routine work operations

personal protective equipment (PPE)

recording existing and potential WHS issues

responding to and reporting incidents and injuries

responding to fires and incidents

meaning of commonly used hazard signs and safety symbols

duty holder responsibilities, as specified in WHS laws, including:

self and co-workers

persons conducting a business or undertaking (PCBUs)

officers

others in the workplace

distinction between hazards and risks

WHS hazards that may be present in the workplace, including the harm they can cause and how this harm occurs

process of hazard identification and risk control.

Assessment Conditions

Assessment must comply with WHS laws, and WHS legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

organisational policies, standard operating procedures, and work instructions covered in the knowledge evidence

WHS laws relevant to performance evidence requirements

opportunities for interaction with others

workplace equipment and resources required for the performance evidence.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS307 Apply knowledge of WHS laws in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to understand work health and safety (WHS) laws, and comply with them in one’s own workplace.

The unit applies to those who contribute to compliance with WHS laws as part of their WHS responsibilities, which are in addition to their main duties.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify WHS legal and compliance framework as it applies to the workplace	1.1 Identify and access current standards and WHS laws relevant to the workplace, occupation and industry 1.2 Apply knowledge of relationship between WHS laws and related documentation to assist in identifying WHS legislative requirements in the workplace 1.3 Identify consequences of non-compliance with WHS laws and organisational WHS policies, procedures, processes and systems 1.4 Identify duty holders and their role in the workplace 1.5 Identify legal obligations and duties about who to consult with regarding training of workers and health and safety representatives
2. Contribute to WHS legislative compliance	2.1 Assist in monitoring workplace compliance with WHS laws according to organisational policies and procedures 2.2 Contribute to ensuring that workplace complies with WHS laws 2.3 Identify and report noncompliance with WHS laws to relevant stakeholders according to organisational policies and procedures 2.4 Identify limits of own expertise and legal duties, and access help and advice when required
3. Maintain current knowledge of WHS laws and publications	3.1 Identify and access sources to keep up to date with WHS laws and WHS-related publications within scope of own role 3.2 Communicate information about relevant legislative changes and publications to others according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Identifies and evaluates information from sources to update knowledge
Reading	Interprets a range of textual information to determine regulatory and procedural requirements, and associated necessary actions
Writing	Documents WHS information in a sequential manner using required format, correct grammar and industry-specific language
Oral communication	Provides information and advice using language appropriate to audience and context Uses listening and questioning to clarify and confirm understanding
Navigate the world of work	Follows policies, procedures and legislative requirements relevant to own role
Interact with others	Selects appropriate communication protocols and conventions to provide and seek information
Get the work done	Plans, sequences and prioritises tasks and activities to support compliance with WHS legislative requirements Uses main features and functions of technology to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBWHS302 Apply knowledge of WHS legislation in the workplace.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS307 Apply knowledge of WHS laws in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

identify and apply at least two different standards or work health and safety (WHS) laws relevant to own work role, workplace and industry.

During the above, the candidate must:

communicate WHS information to others

refer any identified non-compliances with WHS laws to responsible persons or authorities

seek advice from relevant stakeholders if any non-compliance matters are identified that are outside own expertise and legal duties.

Knowledge Evidence

The candidate must demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

WHS legislative duties of self and others, including limits of own expertise

organisational WHS policies, procedures, processes and systems for:

monitoring workplace compliance with WHS laws

identifying and reporting noncompliance with WHS laws

communicating WHS-related information

requirements of commonwealth and state/territory WHS laws, standards and guidance material, and publications relevant to own work role, workplace and industry

obligations and duties relating to consultation regarding training of workers, and health and safety representatives, including who must be consulted

consequences of non-compliance with WHS laws, related documentation and organisational WHS policies, procedures, processes and systems

individuals and duty holders to access for advice and accountability about WHS compliance

sources of information about compliance with legislation.

Assessment Conditions

Assessment must comply with WHS laws, and WHS legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

organisational policies, procedures and plans relating to compliance requirements specified in the performance evidence

WHS laws, licensing requirements and standards relevant to the work of the unit

guidance materials and alerts issued by the relevant WHS regulator

workplace equipment and resources required for the performance evidence.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS308 Participate in WHS hazard identification, risk assessment and risk control processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to participate in the processes of work health and safety (WHS) hazard identification, risk assessment and risk control. It includes participating in worker consultation and support to contribute to a healthy and safe workplace.

The unit applies to those who assist with identifying workplace hazards and assessing and controlling WHS risks as part of their WHS responsibilities, which are in addition to their main duties.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Participate in WHS hazard identification in the workplace	1.1 Participate in selecting hazard identification methods for the workplace according to organisational policies and procedures 1.2 Use selected methods to identify, report and record hazards according to organisational policies and procedures, standards and WHS laws 1.3 Provide information and assistance to required personnel during hazard identification process
2. Participate in WHS risk assessment	2.1 Participate in selecting suitable risk assessment methods for the workplace according to organisational policies and procedures 2.2 Assess and record risks using selected methods according to organisational procedures, standards and WHS laws 2.3 Provide information and assistance to required personnel during risk assessment process
3. Contribute to developing and implementing WHS control measures	3.1 Obtain organisation records of the outcomes of hazard identifications and risk assessments, and use them to participate in developing risk control options 3.2 Identify duty holders according to WHS laws and organisational WHS policies, procedures, processes and systems 3.3 Participate in selecting risk control options using criteria agreed to by work team, and according to organisational policies, procedures, processes and systems 3.4 Identify and report factors impeding successful implementation of selected risk control options to determine potential control measures to be implemented 3.5 Review and document potential control measures for compliance with relevant WHS laws 3.6 Contribute to developing a risk control implementation plan according to the hierarchy of control measures 3.7 Provide written information to individuals and duty holders to facilitate implementation of reviewed control measures
4. Contribute to consultative arrangements for hazard identification and risk assessment activities	4.1 Assist engaging work team in hazard identification and risk assessment according to organisational WHS consultation and participation policies, procedures and processes 4.2 Respond to issues raised according to organisational procedures and processes 4.3 Develop plan to encourage others to participate in hazard identification and risk assessment activities, according to organisational policies and procedures
5. Contribute to consultative arrangements for implementing control measures	5.1 Assist with implementing consultative processes that engage work team in developing and implementing control measures, according to organisational WHS consultation and participation policies, procedures and processes 5.2 Respond to issues raised according to organisational policies and procedures for issue resolution 5.3 Promote worker participation in arrangements for implementing control measures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and identifies information from WHS laws, workplace policies, procedures and records
Writing	Uses structure and language appropriate to audience and context in plans, reports and general advice
Oral communication	Presents information and assistance using appropriate industry-specific vocabulary Uses listening and questioning to clarify and confirm understanding
Navigate the world of work	Follows regulatory responsibilities, and organisational policies and procedures in relation to WHS responsibilities Keeps up to date with changes to WHS laws, and organisational policies and procedures relevant to own role
Interact with others	Identifies what to communicate and to whom in a range of contexts Cooperates with others as part of WHS activities and contributes to specific activities requiring joint responsibility and accountability Shares information and resources, offers assistance voluntarily and provides feedback when requested Plays an active role in group discussions, paying attention to perspectives of others and encouraging participation
Get the work done	Plans and implements tasks to achieve required outcomes Uses decision-making processes, setting or clarifying goals, gathering information and identifying and evaluating choices against a set of criteria in the WHS risk-management process

Unit Mapping Information

Supersedes and is equivalent to BSBWHS303 Participate in WHS hazard identification, risk assessment and risk control.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS308 Participate in WHS hazard identification, risk assessment and risk control processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit and, on at least two occasions, to:

participate in selecting and using required methods to identify, report and record hazards

assess and record risks for identified hazards

promote and support worker consultation and participation in hazard identification and risk assessment

participate in developing, selecting and implementing risk control options and plans for identified hazards.

Knowledge Evidence

The candidate must demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

work health and safety (WHS) legislative requirements, regulations, codes of practice and standards relating to:

WHS hazard identification, risk assessment and risk control

WHS hazard communication, consultation and participation

identifying duty holders

recordkeeping

specific hazard identification, risk assessment and control methods

internal and external sources of WHS information and data, and procedures for accessing them

concept of hazards, risks and risk factors

basic principles of incident causation and injury processes

WHS organisational policies and procedures relating to identifying hazards, and assessing and controlling risks:

WHS hazards that may be present in the workplace, the harm they can cause and how this harm occurs

types of hazard and risk registers

responding to WHS issues, including risk control options for different hazards and work situations, and suitable risk assessment methods

workplace communication processes for reporting and recording, and plans for sharing information about hazard identification, risk assessment and risk control.

Assessment Conditions

Assessment must comply with WHS laws, and WHS legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

organisational policies, standard operating procedures and plans required for the performance evidence

WHS laws relevant to hazard identification, risk assessment and risk control

relevant WHS data files

opportunities for interaction with others

workplace equipment and resources required to demonstrate the performance evidence.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS309 Contribute effectively to WHS communication and consultation processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to work health and safety (WHS) communication and consultation in the workplace. It involves communicating WHS information to required personnel, and taking appropriate follow-up action to assist in ensuring that communication and consultation processes are effective and conducive to others in the workplace who raise WHS issues.

The unit applies to those who contribute to WHS communication and consultation as part of their work health and safety responsibilities, which are in addition to their main duties.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Participate in establishing consultation processes	1.1 Contribute to selecting WHS consultation and communication methods aligned to organisational policies and procedures, and compliant with WHS legislative requirements 1.2 Identify and record key stakeholders according to WHS laws and related documentation 1.3 Research and collate information on organisational WHS obligations relating to communication and consultation with required personnel 1.4 Assist with any required revisions to consultation and communication methods according to organisational policies and procedures 1.5 Participate in consultation with required personnel to agree any proposed consultation and communication methods
2. Contribute to WHS consultation	2.1 Contribute to facilitating WHS consultation and participation processes according to WHS laws 2.2 Identify and report barriers to effective WHS consultation and participation processes to required personnel according to organisational policies and procedures 2.3 Make suggestions that could assist in removing identified barriers to effective WHS consultation and participation processes, according to organisational policies and procedures 2.4 Identify, record and communicate to others, the duties, rights and responsibilities of required personnel in the consultation process
3. Consult and communicate effectively with required personnel	3.1 Identify appropriate forms of communication for required individuals and/or parties 3.2 Convey WHS information to required personnel in plain language and according to organisational policies and procedures 3.3 Participate in confirming that required personnel understand WHS information, instructions and signs
4. Raise WHS issues with required personnel	4.1 Raise relevant WHS issues in meetings and support others to do so 4.2 Record and communicate WHS discussions and their outcomes according to organisational policies and procedures 4.3 Follow up meeting outcomes according to own job role, and organisational policies and procedures 4.4 Communicate WHS-related outcomes of meetings to required individuals and/or parties

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets a range of textual information to determine regulatory and procedural requirements, and associated necessary actions
Writing	Records key information in a sequential manner using required format, correct grammar and industry-specific vocabulary
Oral Communication	Presents information using language and non-verbal communication appropriate to audience and context Uses questioning and listening techniques to obtain feedback from others and to resolve issues
Navigate the world of work	Follows policies, procedures and legislative requirements relevant to own role
Interact with others	Selects and uses appropriate conventions and protocols when communicating with others in a range of work contexts Uses appropriate interpersonal skills to promote contributions and encourage ideas from others
Get the work done	Sequences and schedules activities, and assists with their implementation and communication Identifies barriers to consultation and applies problem-solving processes to assist with determining possible solutions Uses main features and functions of digital tools to access information and communicate effectively

Unit Mapping Information

Supersedes and is equivalent to BSBWHS304 Participate effectively in WHS communication and consultation processes.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS309 Contribute effectively to WHS communication and consultation processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

contribute to two different work health and safety (WHS) communication and consultation processes.

During the above, the candidate must:

communicate WHS information to others

raise WHS issues in meetings and follow up on outcomes

take appropriate actions to assist with removing any barriers to communication and consultation processes identified during above processes

support others to raise relevant WHS issues.

Knowledge Evidence

The candidate must demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

purpose of organisational WHS policies, procedures, processes and systems

organisational WHS obligations relating to communication and consultation

commonwealth and state/territory WHS laws and publications relating to:

identifying and recording key stakeholders

WHS communication and consultation processes

organisational policies and procedures relating to:

consultation and communication methods, and processes for revising them

addressing barriers to effective WHS consultation and participation processes, including barrier reporting protocols

recording and communicating WHS discussions

elements of WHS communication and consultation:

potential barriers to WHS consultation and participation processes, and methods to overcome them

roles and responsibilities of WHS personnel

how the consultation process influences and is related to workplace information management procedures, processes and systems

methods to engage others with workplace procedures, and information sourcing and sharing.

Assessment Conditions

Assessment must comply with WHS laws, and WHS legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

organisational policies, standard operating procedures, plans and procedures with information about compliance requirements required to demonstrate the performance evidence

required WHS laws and data files to contribute to WHS communication and consultation processes

opportunities for interaction with others

workplace equipment and resources required for the performance evidence.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS310 Contribute to WHS issue-resolution processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to work health and safety (WHS) issue-resolution processes, and to communicate their outcomes.

It applies to individuals who contribute to the resolution of WHS issues in the workplace as part of their WHS responsibilities, which are in addition to their main duties.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to the development of WHS issue-resolution processes	1.1 Identify relevant standards, WHS laws and organisational policies, procedures, processes and systems that apply to the resolution of WHS issues 1.2 Review sufficiency of existing issue-resolution processes and compliance with WHS laws and related documentation 1.3 Identify participants in the WHS issue-resolution process 1.4 Assist with identifying and documenting the legal rights, duties and responsibilities of relevant individuals and/or parties 1.5 Assist with identifying techniques and strategies that can be used to resolve WHS issues
2. Contribute to the assessment of WHS issues	2.1 Participate in identifying and assessing WHS issues within scope of own role 2.2 Provide support and advice to participants in WHS issue-resolution process as required and according to organisational policies, procedures, processes and systems 2.3 Assess and identify appropriate timeframes for the resolution of WHS issues, seeking assistance where appropriate 2.4 Contribute to the documentation of WHS issues 2.5 Seek feedback from required stakeholders to improve WHS issue-resolution processes
3. Assist with communicating outcomes of WHS issue-resolution processes	3.1 Analyse communication methods to determine most suitable method for distributing outcomes of WHS issue-resolution processes according to organisational policies, procedures, processes and systems 3.2 Assist with distributing the outcomes of WHS issue-resolution processes to relevant stakeholders according to selected communication method 3.3 Contribute to keeping records of WHS issue resolution-processes and outcomes

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Interprets relevant sections of WHS laws, workplace policy and procedures Interprets WHS documentation relevant to own role
Writing	Uses structure and language appropriate to audience and context in plans, summaries, reports and advice
Oral communication	Presents information, provides assistance and engages in discussions using language and non-verbal communication appropriate to audience and context Uses listening and questioning to clarify and confirm understanding
Navigate the world of work	Adheres to legal and regulatory responsibilities, and organisational policies and procedures in relation to WHS role Keeps up to date with changes to WHS laws and organisational policies and procedures relevant to own role
Interact with others	Identifies what to communicate and to whom in an issue-resolution process Cooperates with others as part of WHS issue-resolution activities and contributes to specific activities requiring joint responsibility and accountability Plays an active role in group discussions and pays attention to perspectives of others when trying to reach agreement When unable to resolve an issue, seeks advice and assistance according to organisational policies and procedures
Get the work done	Plans and implements tasks to achieve required outcomes Uses technology and programs to assist with planning, implementing and tracking progress Uses decision-making processes, setting or clarifying goals, gathering information and identifying and evaluating choices against a set of criteria in selecting means of communication

Unit Mapping Information

Supersedes and is equivalent to BSBWHS305 Contribute to WHS issue resolution.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS310 Contribute to WHS issue-resolution processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

on at least two occasions, contribute to a WHS issue-resolution process in a work area.

During the above, the candidate must contribute to:

identifying standards, WHS laws, and organisational policies and procedures relevant to the process

identifying possible participants and their roles and responsibilities

using suitable methods to communicate with participants in the issue-resolution process

providing support to others about WHS issue-resolution tools, techniques and strategies

recording WHS issues and outcomes.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

sources of WHS information and data, and how to access them

standards and legislative requirements applicable to WHS issue resolution, including:

information provision

data collection

consultation

reporting

recordkeeping

privacy and confidentiality

organisational policies, procedures, processes and systems relating to WHS agreements and issue resolution

roles and responsibilities of individuals and/or parties involved in performance evidence under WHS laws

WHS issue-resolution tools, techniques and strategies.

Assessment Conditions

Assessment must comply with WHS laws, and WHS legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

organisational policies, procedures and plans

relevant standards, WHS laws, licensing requirements

workplace equipment and resources required for the performance evidence

opportunities for interaction with others

case studies and, where possible, actual workplace situations requiring issue resolution.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS311 Assist with maintaining workplace safety

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to assist with implementing and monitoring an organisation’s work health and safety (WHS) policies, procedures and programs as part of a small work team.

The unit applies to individuals who have roles in assisting with maintaining workplace safety in an organisation. Individuals closely monitor aspects of work associated with the safe delivery of products and services, and they contribute to influencing safety in the workplace.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist with incorporating WHS policies and procedures into work team processes	1.1 Identify health and safety requirements of work team according to applicable WHS laws 1.2 Assist with explaining organisational WHS policies, procedures, programs and legislative requirements to required personnel 1.3 Assist with explaining hazard identification and risk assessment outcomes to required personnel
2. Contribute to consultative arrangements for managing WHS	2.1 Assist with implementing consultative processes designed to engage work team in managing WHS 2.2 Respond to WHS issues in a timely manner and according to organisational policies and procedures for issue resolution 2.3 Encourage others to participate in arrangements for managing WHS 2.4 Assist in engaging with required personnel to identify and implement improvements in response to WHS feedback
3. Contribute to organisational procedures for providing WHS training	3.1 Identify WHS training needs of the work team and report to relevant stakeholders 3.2 Identify strategies and opportunities for developing work team’s WHS competence and report to relevant stakeholders 3.3 Provide assistance to work team members to support the effective development of their WHS competence
4. Participate in identifying hazards, and assessing and controlling risks for the work area	4.1 Identify hazards in the work area and report to relevant stakeholders according to organisational policies and procedures, and WHS legislative requirements 4.2 Assist with implementing processes designed to control risks using the hierarchy of control measures according to organisational procedures and WHS legislative requirements 4.3 Identify and document inadequacies in existing risk control measures according to organisational policies and procedures, the hierarchy of control measures and WHS legislative requirements 4.4 Report inadequacies in existing risk control measures to relevant stakeholders 4.5 Complete and maintain WHS incident records in the work area according to organisational procedures and WHS legislative requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Interprets WHS legislative and organisational documentation Applies appropriate strategies to construct meaning from WHS legislative and organisational documentation
Writing	Documents WHS information using required format and industry specific vocabulary
Oral communication	Presents information using language and non-verbal communication appropriate to audience and context Uses questioning and active listening to confirm understanding
Navigate the world of work	Follows WHS policies, procedures and legislative requirements relevant to own role Keeps up to date with changes to WHS laws relevant to own role
Interact with others	Selects appropriate communication protocols and conventions to provide information to others Collaborates with others to achieve joint outcomes Plays an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion Provides feedback to others in forms with which they can engage and respond
Get the work done	Sequences and schedules activities, monitors implementation and manages relevant communication Initiates standard procedures when responding to issues raised through consultation Uses feedback to participate in the identification and implementation of opportunities to improve arrangements for managing WHS issues

Unit Mapping Information

Supersedes and is equivalent to BSBWHS301 Maintain workplace safety.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS311 Assist with maintaining workplace safety

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

assist with implementing and monitoring at least three different organisational work health and safety (WHS) policies or procedures into a work team’s processes.

During the above, the candidate must:

assist with implementing and monitoring consultation about each policy or procedure according to legislative and organisational requirements

identify opportunities to encourage work team to contribute to implementing improvements to each policy or procedure based on feedback received through consultation

complete WHS documentation.

Knowledge Evidence

The candidate must demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

characteristics and composition of the work team

procedures related to the following:

identifying hazards

assessing and controlling risks to health and safety, including the hierarchy of control measures

organisational WHS policies and procedures, including those relating to:

risk management

fire

emergencies

evacuation

incident investigation

reporting

relevant legislation, regulations and codes of practice from all levels of government that impact on business operations, including those relating to:

WHS and environmental issues

equal opportunity

industrial relations

antidiscrimination

WHS aspects of other organisational systems and procedures.

Assessment Conditions

Assessment must comply with WHS laws, and WHS legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and include access to:

safety processes relevant to the area of work

organisational policies and procedures, standard operating procedures and plans

standards, WHS laws and licensing requirements

opportunities for interaction with others

workplace equipment and resources required for the performance evidence.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS331 Participate in identifying and controlling hazardous chemicals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to identify and control hazardous chemicals in the workplace. It requires knowledge of the potential hazards associated with chemicals and how to work safely with them. It involves supporting workplace safety by communicating information about hazardous chemicals using established consultation methods.

The unit applies to those who participate in identifying chemicals as part of their WHS responsibilities, which are in addition to their main duties. It applies to hazardous chemicals with the potential to harm human health, which may be solids, liquids or gases; pure substances or mixtures. When used in the workplace, these substances can generate vapours, fumes, dusts and mists.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Apply information relating to identifying hazardous chemicals	1.1 Identify and follow WHS laws and guidance notes in relation to the safe use, handling, processing, storage, transportation, and disposal of hazardous chemicals used in the workplace 1.2 Identify and follow safety data sheets (SDSs) and other guidance to determine the potential health effects of worker exposure to hazardous chemicals 1.3 Identify and follow SDSs and other guidance to determine methods to control worker exposure to hazardous chemicals
2. Identify presence and use of hazardous chemicals in the workplace	2.1 Apply organisational inspection techniques to identify and document hazardous chemicals in the workplace 2.2 Participate in consultation processes with workers to identify hazardous chemicals in the workplace 2.3 Identify tasks that may expose workers to hazardous chemicals used in the workplace
3. Contribute to the control of hazardous chemicals in the workplace	3.1 Use WHS laws and guidance notes in relation to hazardous chemicals to identify controls to remove or reduce worker exposure 3.2 Assess effectiveness of current control measures according to WHS laws, guidance notes, and organisational policies and procedures 3.3 Participate in selecting additional control measures for implementation, as required 3.4 Assist in implementing procedures for safe use, handling, processing, storage, transportation, and disposal of hazardous chemicals 3.5 Contribute to ensuring control measures are maintained according to organisational procedures
4. Support worker consultation methods for hazardous chemicals	4.1 Communicate information about identified hazardous chemicals, and support required personnel at risk of exposure to them 4.2 Gather information about exposure to hazardous chemicals and possible health effects reported by workers 4.3 Report gathered information to required parties including duty holders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Locates information from WHS laws, and workplace policies, procedures and records
Writing	Uses structure and language appropriate to audience and context in plans, reports, and general advice
Oral communication	Presents information and assistance using appropriate levels of industry-specific vocabulary Uses listening and questioning to clarify and confirm understanding
Navigate the world of work	Follows legal and regulatory guidance and organisational policies and procedures in hazardous chemicals Keeps up to date with changes to WHS laws, and organisational policies and procedures relevant to own role
Interact with others	Identifies what to communicate and to whom in a range of contexts Cooperates with others as part of WHS activities and contributes to specific activities requiring joint responsibility and accountability Shares information and resources, offers assistance voluntarily, and provides feedback when requested Plays an active role in group discussions, paying attention to perspectives of others and encouraging participation
Get the work done	Plans and implements tasks to achieve required outcomes Uses decision-making processes, setting or clarifying goals, gathering information to identify hazardous chemicals

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS331 Participate in identifying and controlling hazardous chemicals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

participate in:

identifying two hazardous chemicals in the workplace

selecting and implementing risk control options for each of the two identified chemicals

on at least two occasions, promote and support worker consultation and participation in hazardous chemical identification.

Knowledge Evidence

The candidate must demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

requirements of commonwealth and state/territory WHS laws and publications relating to identifying and controlling hazardous chemicals:

communication, consultation and participation

notification of incidents

recordkeeping

identification, risk assessment and control methods

basic principles of incident causation and injury processes

organisational policies and procedures relating to identifying and controlling hazardous chemicals:

inspection techniques used to identify and document them

controls to remove or reduce worker exposure

assessing effectiveness of control measures

ensuring use and maintenance of control measures

internal and external sources of WHS information and data:

safety data sheets (SDSs)

risk control options for hazardous chemicals and work situations

WHS hazards that may be present in the workplace:

harm they can cause, and how this harm occurs

potential hazards associated with the chemicals described in the performance evidence, including environmental, fire, health and reactivity

types of hazard and risk registers, and their key components

requirements of workplace communication processes for sharing information about hazard identification, and risk assessment and control measures.

Assessment Conditions

Assessment must comply with WHS laws, and WHS legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken in the regulation, licensing and risk associated with working with hazardous chemicals, and must include access to:

workplace equipment, technology, software and consumables required to implement and maintain internal control procedures

corporate governance documentation required for role

case studies and, where possible, actual workplace situations

opportunities for interaction with others

organisational policies and procedures required for role.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS332X Apply infection prevention and control procedures to own work activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 6.1.

Application

This unit describes the skills and knowledge required to undertake work activities in compliance with organisational procedures that prevent and control infection. It involves implementing standard and transmission-based precautions, identifying infection hazards, and assessing and responding to infection risks.

The unit applies to all workers required to undertake their activities in compliance with the infection prevention and control procedures in place in their workplace.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

Unit Sector

Cross-Sector – Infection Prevention and Control

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to undertake work activities in a manner that supports infection prevention and control	1.1 Identify job requirements 1.2 Identify organisational infection prevention and control procedures relating to identified job requirements 1.3 Identify infection hazards associated with work activities and environment and assess the risk according to organisational procedures 1.4 Identify and implement infection prevention and control measures relating to identified hazards within scope of own role and responsibilities and according to organisational procedures
2. Undertake work activities in a manner that supports infection prevention and control	2.1 Use resources and equipment according to organisational infection prevention and control procedures and manufacturer specifications 2.2 Clean and maintain own work area according to organisational infection prevention and control procedures 2.3 Respond to infection prevention and control hazards and non-compliance arising in the course of activities, within scope of own role or escalate to required personnel 2.4 Respond to exposure to infection of self or others according to organisational procedures and within required timeframes
3. Finalise work activities according to organisational infection prevention and control requirements	3.1 Maintain and store resources and equipment used in the course of own activities according to organisational infection prevention and control procedures and manufacturer specifications 3.2 Dispose of waste and confine contaminated resources or equipment according to organisational infection prevention and control procedures 3.3 Complete incident reports and convey to required personnel according to organisational procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Explains an infection hazard or non-compliance to required personnel, using suitable words and terms and responding clearly to specific enquiries Listens to and interprets information relevant to own role in relation to infection prevention and control
Reading	Interprets information in a range of workplace procedures essential to infection prevention and control in own role
Writing	Records easy-to-read information relating to workplace hazards and incidents, using words and terms appropriate to audience and purpose
Initiative and enterprise	Identifies both obvious and less evident hazards to self and others
Problem solving	Identifies and applies infection prevention and control measures suited to own role and work environment

Unit Mapping Information

No equivalent unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS332X Apply infection prevention and control procedures to own work activities

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 6.1.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply organisational infection prevention and control procedures to own work activities on at least three different occasions

identify at least two different infection hazards, assess the risk they pose, and respond to each within scope of own role and responsibilities and according to organisational infection prevention and control procedures.

In the course of the above, the candidate must:

demonstrate the use of required precautions and control measures, as required for own work activities

confine at least one resource or piece of equipment that is suspected of being contaminated, according to organisational infection prevention and control procedures

dispose of waste according to organisational infection prevention and control procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

nature and types of infection-related hazards in own work environment

chain of infection:

source of infectious agent

mode of transmission

susceptible host and factors that increase susceptibility

key modes of disease transmission – contact, airborne and droplet:

paths of transmission, including direct contact, aerosols and penetrating injuries

risk of acquisition

sources of infecting microorganisms, including persons who are carriers, in the incubation phase of the disease or those who are acutely ill

precautions and control measures for infection hazards associated with own role and work activities, including standard and transmission-based precautions:

required personal health and hygiene, including:

checking and reporting indicators of own ill health

respiratory hygiene and cough etiquette

hand hygiene: procedures for hand washing and hand rubbing; and situations requiring the use of soap and water or alcohol-based hand rub

guidelines on maintaining fingernails and intact skin

guidelines on wearing jewellery and watches

social distancing measures

organisational procedures relating to own role and work activities, including for:

identifying hazards associated with own work activities and workplace environment, including infection-related hazards

assessing risks associated with identified hazards, including determining the likelihood and severity of harm

reporting hazards that put self and others at risk, including infection hazards

identifying, sourcing and checking the serviceability of PPE required in own role and work activities:

eye protection: protective glasses or goggles

gloves

masks or face shields

protective clothing and footwear

completing incident reports

organisational infection prevention and control procedures relating to own role, work activities and physical environment, including for:

escalating hazard prevention and control matters outside scope of own role

handling, transporting, reprocessing or processing resources and equipment used in the course of own work activities in a manner that:

prevents skin and mucous membrane exposure, contamination and transfer of pathogens

limits contamination of resources and equipment

controls the spread of infection

handling and disposing of waste relating to own work activities, including contaminated waste

environmental cleaning of own work area, including cleaning and disinfecting surfaces: procedures and specified schedules

confining contaminated resources and equipment to designated areas

confining workplace records and materials to clean areas

responding to exposure to infection of self or others, including to body fluids

infection prevention and control protocols required by own work activities:

placing appropriate signs when and where appropriate

removing spills

separating and maintaining clean and contaminated areas

manufacturer specifications relating to resources and equipment used and maintained in the course of own work activities.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

suitable facilities, equipment and resources, including:

organisational infection prevention and control procedures and guidelines

PPE suited to work role and job requirements

hygiene facilities and equipment relevant to workplace

waste disposal equipment suited to waste generated during work activities

areas for cleaning.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS411 Implement and monitor WHS policies, procedures and programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement and monitor an organisation’s work health and safety (WHS) policies, procedures and programs in the relevant work area in order to meet legislative requirements.

The unit applies to those with supervisory responsibilities in a work area who have a broad knowledge of WHS policies and contribute well-developed skills in creating solutions to problems through analysis and evaluation of information from a variety of sources. They provide supervision and guidance to others and have limited responsibility for the output of others.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Provide information to work team about WHS policies and procedures	1.1 Identify and communicate relevant provisions about WHS laws to work team 1.2 Provide information about organisation’s WHS policies, procedures and programs, and ensure it is readily accessible to work team 1.3 Communicate information about identified hazards and outcomes of risk assessment and control to work team
2. Implement and monitor work team consultative arrangements for managing WHS	2.1 Communicate importance of consultation mechanisms in managing WHS risks to work team 2.2 Apply consultation mechanisms to facilitate work team participation in managing work area hazards, according to organisational policies and procedures 2.3 Contribute to managing issues raised through consultation mechanisms, according to organisational consultation procedures and WHS legislative requirements 2.4 Communicate outcomes of consultation about WHS issues to work team
3. Implement and monitor organisational procedures for providing WHS training to work team	3.1 Identify and document team WHS training needs according to organisational requirements and WHS laws 3.2 Make arrangements to meet WHS training needs of team members in consultation with relevant stakeholders 3.3 Provide workplace learning opportunities to facilitate team and individual achievement of identified WHS training needs
4. Implement and monitor organisational procedures and legal requirements for identifying hazards, and assessing and controlling risks	4.1 Identify and report on hazards in work area according to organisational policies and procedures, and WHS legislative requirements 4.2 Contribute to managing and implementing hazard reports according to organisational policies and procedures, and WHS legislative requirements 4.3 Implement procedures to control risks using the hierarchy of control measures according to organisational policies and procedures, and WHS legislative requirements 4.4 Identify and report inadequacies in existing risk controls according to the hierarchy of control measures, and WHS legislative requirements 4.5 Monitor outcomes of reports on inadequacies, as required, to ensure prompt organisational response
5. Implement and monitor organisational procedures for maintaining WHS records	5.1 Complete and maintain WHS incident records of occupational injury and disease in work area according to organisational policies and procedures, and WHS legislative requirements 5.2 Use aggregate information and data from work area records to meet organisational recordkeeping requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses WHS laws and organisational texts
Writing	Documents organisational WHS policies, procedures and programs according to WHS laws, using structure, layout and language suitable for audience Records WHS issues and actions taken according to reporting requirements Prepares and maintains required records using appropriate structure and vocabulary
Oral communication	Provides WHS organisational information and advice using structure and language suitable for audience Uses questioning and active listening to clarify understanding
Navigate the world of work	Adheres to legal and regulatory responsibilities, and organisational policies and procedures in relation to own WHS role and responsibilities Keeps up to date on changes to WHS laws, and related organisational policies and procedures relevant to own role
Interact with others	Selects and uses appropriate conventions and protocols to facilitate consultation and provide feedback Initiates and contributes to facilitating consultative role: responding, explaining, clarifying and expanding on ideas and information as required Collaborates with others to achieve individual team member and team outcomes
Get the work done	Uses combination of logical planning and intuitive understanding of context to identify relevant information and risks, and to identify and evaluate alternative strategies Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria Takes responsibility for reporting WHS risk control inadequacies Uses processes to monitor implementation of WHS organisational procedures

Unit Mapping Information

Supersedes and is equivalent to BSBWHS401 Implement and monitor WHS policies, procedures and programs to meet legislative requirements.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS411 Implement and monitor WHS policies, procedures and programs

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

implement and monitor the work health and safety (WHS) policies, procedures and programs for one work area in an organisation.

During the above, the candidate must:

explain relevant WHS information clearly and accurately to work team

provide work team with access to WHS policies, procedures and programs in appropriate structure and language

implement and monitor procedures, according to WHS legislative and organisational requirements, for:

consultation on and communication about WHS hazards and risks

WHS training needs and learning opportunities

WHS records

using WHS aggregate data relating to hazards and risk control.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

key provisions of commonwealth and state/territory WHS laws that apply to the business, and procedures for their application in the work area

organisational policies and procedures for:

consulting during WHS issue management

identifying hazards and managing risks, including using aggregate information and work area data

incident response, investigation and reporting

legal responsibilities and duties of managers, supervisors, persons conducting a business or undertaking (PCBUs) and workers in relation to WHS risk management in the workplace

procedures for assessing implications of near misses in relation to incidents, injuries and illnesses in the work area

effective consultation mechanisms in managing health and safety risks in the workplace

features of effective workplace learning opportunities, including coaching and mentoring assistance that facilitates team and individual achievement of WHS training needs

key principles and components of the hierarchy of control measures

procedures for applying the hierarchy of control measures in own work area.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

actual workplace or simulated environment

workplace equipment and resources

examples of documents about workplace safety, hazard identification and risk assessment

WHS laws and organisational documentation required to demonstrate the performance evidence

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS412 Assist with workplace compliance with WHS laws

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to assist with establishing and maintaining workplace compliance with work health and safety (WHS) laws. It includes identifying applicable WHS laws, duties, rights and obligations, and the necessary actions to ensure WHS compliance in the workplace.

It also includes assisting with providing advice about the legislative duties, rights and obligations of individuals and parties prescribed in WHS laws and those of WHS regulators.

The unit applies to those working in a broad range of WHS roles across all industries.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assist with identifying the legal framework for WHS in the workplace	1.1 Access current WHS laws and related documentation relevant to organisation’s operations 1.2 Assist with analysing accessed information to determine legal requirements in the workplace 1.3 Assist with identifying and confirming duties, rights and obligations of individuals and/or parties as specified in WHS laws 1.4 Assist with seeking advice from legal advisers as required
2. Assist with providing advice about WHS compliance	2.1 Assist individuals and/or parties to locate information about their WHS duties, rights and obligations 2.2 Assist with providing advice to individuals and/or parties about their WHS duties, rights and obligations, within scope of own role 2.3 Assist with providing advice to individuals and/or parties about the functions and powers of the WHS regulator and workplace regulatory compliance matters
3. Assist with establishing WHS legislative compliance	3.1 Assist with assessing workplace compliance with relevant WHS laws 3.2 Assist with reporting on outcomes of compliance assessment 3.3 Assist with determining and documenting recommendations that address identified non-compliance 3.4 Assist with determining related WHS training needs of work team, and with providing the WHS training to meet legislative and organisational requirements
4. Assist with maintaining WHS legislative compliance	4.1 Assist with developing or modifying workplace policies, procedures, processes and systems that support compliance according to organisational policies and procedures, and WHS legislative requirements 4.2 Assist with communicating developed or modified workplace policies, procedures, processes and systems 4.3 Assist with monitoring implementation of developed or modified workplace policies, procedures, processes and systems to ensure legislative compliance

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Reviews and interprets at times complex WHS legislative and organisational texts
Writing	Documents WHS advice using structure, layout and language suitable for audience Drafts, documents, and updates policies, procedures and processes according to requirements and using appropriate vocabulary and register
Oral communication	Uses structure and language suitable for audience to provide, seek and discuss WHS legislative information Uses questioning and active listening to clarify understanding
Navigate the world of work	Adheres to legal and regulatory responsibilities, and organisational policies and procedures in relation to own WHS role and responsibilities Keeps up to date on changes to WHS laws, and related organisational policies and procedures relevant to own role
Interact with others	Cooperates with others as part of WHS compliance activities, and contributes to specific activities requiring joint responsibility and accountability Collaborates with others to achieve individual and team outcomes
Get the work done	Uses combination of logical planning and intuitive understanding of context to identify relevant information and hazards, and to evaluate alternative strategies in relation to WHS compliance Uses decision-making processes in relation to WHS compliance: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria

Unit Mapping Information

Supersedes and is equivalent to BSBWHS402 Assist with compliance with WHS laws.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS412 Assist with workplace compliance with WHS laws

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

assist with establishing workplace compliance with work health and safety (WHS) laws in relation to at least two different compliance matters and within scope of own role.

During the above, the candidate must assist with:

identifying current WHS legal requirements for the workplace

providing advice about current WHS legal requirements for the workplace

assessing and maintaining workplace compliance with WHS legislative requirements

making recommendations for implementing workplace changes in order to achieve WHS legal compliance

monitoring compliance with WHS laws according to organisational policies and procedures.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

internal and external sources of WHS information, and procedures for accessing them

duties, rights and obligations of work team as specified in WHS laws, and location of relevant information about WHS laws

functions and powers of relevant WHS regulator and how they are exercised

regulatory compliance matters, including objectives and principles underpinning WHS laws

methods used for:

assessing and maintaining WHS compliance

determining training needs in relation to WHS compliance

implementing changes to policies, procedures, processes and systems to achieve WHS compliance

organisational policies and procedures for:

documenting compliance requirements

assessing WHS compliance obligations and processes to address non-compliance

recording and documenting compliance assessment.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

WHS laws and organisational documentation required to demonstrate the performance evidence

reports from individuals and parties consulted about WHS compliance

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS413 Contribute to implementation and maintenance of WHS consultation and participation processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to implementing and maintaining work health and safety (WHS) consultation and participation as prescribed in legislation.

It also covers contributing to communicating relevant information, identifying feedback opportunities, and improving consultation and participation.

The unit applies to those working in a broad range of WHS roles across all industries.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify individuals and parties, and their roles and responsibilities for WHS consultation and participation	1.1 Apply knowledge of relevant parts of WHS laws, policies and procedures as they apply to WHS consultation and participation 1.2 Identify individuals with roles, duties, rights and responsibilities regarding WHS consultation and participation according to organisational policies and procedures 1.3 Identify own role, duties, rights and responsibilities regarding WHS consultation and participation as appropriate to work area 1.4 Communicate roles, duties, rights and responsibilities to individuals and/or parties according to organisational policies and procedures
2. Contribute to implementing WHS consultation and participation processes	2.1 Identify established organisational WHS consultation and participation processes 2.2 Identify required personnel to participate in WHS consultation 2.3 Contribute to setting up and implementing WHS consultation processes as appropriate to own role and work area 2.4 Create opportunities for participating individuals and/or parties to provide feedback on WHS consultation processes 2.5 Document consultation opportunities according to organisational policies and procedures 2.6 Promote and support participation of individuals and/or parties in WHS consultation processes as appropriate to own role and work area
3. Contribute to processes for communicating and sharing WHS information and data	3.1 Identify consultation and participation processes for communicating and sharing WHS information and data 3.2 Identify training requirements for individuals and/or parties necessary for effective WHS consultation and participation 3.3 Contribute to and participate in sharing WHS information and data as appropriate to own role and work area 3.4 Create methods to ensure WHS information and data is accessible to required personnel in work area 3.5 Record and store WHS information and data according to organisational policies and procedures
4. Contribute to assessment of WHS consultation and participation feedback processes	4.1 Identify consultation and participation methods for gathering and documenting feedback on processes from individuals and/or parties 4.2 Contribute to assessing opportunities for individuals and/or parties to express their views during consultation and participation 4.3 Document outcomes from assessment of feedback processes and communicate outcomes to relevant stakeholders according to organisational policies and procedures
5. Contribute to improving WHS consultation and participation processes	5.1 Contribute to identifying and assessing barriers to, and opportunities for improving, implementation and effectiveness of WHS consultation and participation processes 5.2 Contribute to developing, implementing and evaluating measures to remove barriers and improve processes 5.3 Communicate improvements to required personnel according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Reviews and interprets WHS legislative and organisational texts
Writing	Uses structure, layout and language suitable for audience to draft and document consultation and participation processes Records required WHS information using appropriate organisational formats
Oral communication	Uses structure and language suitable for audience to provide relevant WHS organisational information Uses questioning and active listening to identify and discuss feedback requirements, and barriers to and opportunities for improving WHS consultation processes
Navigate the world of work	Adheres to legal and regulatory responsibilities in relation to own WHS role and responsibilities Keeps up to date on changes to WHS laws and regulations relevant to own role
Interact with others	Identifies what, with whom and how to communicate in the context of consultation and participation processes Uses a range of strategies to establish a sense of connection with others Cooperates with others as part of WHS consultation and participation processes, and contributes to specific activities requiring joint responsibility and accountability Initiates and contributes to facilitating consultative process, responding, explaining, clarifying and expanding on ideas and information as required
Get the work done	Applies processes when organising consultation processes, producing plans with logically sequenced steps, reflecting some awareness of time and resource constraints and the needs of others Contributes to implementing actions according to plans, making slight adjustments as necessary and addressing unexpected issues Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria Uses familiar digital systems and tools to access, organise, analyse and present information

Unit Mapping Information

Supersedes and is equivalent to BSBWHS403 Contribute to implementing and maintaining WHS consultation and participation processes.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS413 Contribute to implementation and maintenance of WHS consultation and participation processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

on at least two occasions contribute to each of the following, as applicable to own role and work area:

implementing and maintaining work health and safety (WHS) consultation and participation to ensure that required personnel are encouraged to participate

communicating information and data about WHS consultation and participation processes

explaining to individuals and parties the legal roles, duties, rights and responsibilities of self and others regarding WHS consultation and participation processes

creating opportunities for feedback on consultation and participation processes

identifying barriers to, and opportunities for improving, effectiveness of WHS consultation and participation processes, and to implement and maintain improvement measures.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

requirements under WHS laws for consultation and participation processes, training requirements, and the roles and responsibilities of individuals and parties required to participate

essential components of WHS consultation processes

organisational policies and procedures for:

identifying and communicating WHS consultation and participation information

documenting consultation barriers, opportunities and feedback

storing WHS information and data

internal and external sources of WHS information and data, and procedures for accessing them

key principles, uses and components of the hierarchy of control measures that assist with implementing and maintaining WHS consultation and participation processes

methods for obtaining feedback from individuals and/or parties on consultation and participation processes.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment, technology, software and consumables required to access information about WHS laws

WHS laws, organisational documentation, and personnel required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS414 Contribute to WHS risk management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to WHS risk management, which includes the processes for identifying work health and safety (WHS) hazards and assessing and controlling the risk relating to those identified hazards.

It involves contributing to the development, implementation and evaluation of risk controls according to legislative and organisational requirements.

The unit applies to those working in a broad range of roles across all industries. WHS hazard identification and risk control processes are those defined in written workplace procedures.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Access information and data used to identify hazards, and to assess and control risks	1.1 Access and review current WHS laws relevant to organisation’s hazard identification and risk control processes 1.2 Access workplace sources of information and data to inform hazard identification, risk assessment and risk controls 1.3 Access external sources of information and data to inform hazard identification, risk assessment and risk controls 1.4 Analyse information and data and determine nature and scope of workplace hazards, risk assessment and risk controls 1.5 Confirm information and data with required stakeholders, seeking input from technical and other advisors as required
2. Contribute to identifying risk management requirements and compliance	2.1 Contribute to identifying and complying with requirements of organisational policies, procedures, processes and systems for hazard identification, risk assessment and risk controls 2.2 Contribute to identifying and complying with requirements of WHS laws and guidelines for hazard identification, risk assessment and risk controls 2.3 Identify duty holders, and their roles and responsibilities according to risk management requirements 2.4 Identify tools used by organisational in current hazard identification and risk control processes
3. Contribute to workplace hazard identification	3.1 Contribute to selecting hazard identification tools and techniques according to WHS laws, and risk management requirements 3.2 Use hazard identification tools and techniques to assist with identifying hazards according to risk management requirements 3.3 Contribute to documenting hazard identification processes and results according to risk management requirements 3.4 Apply knowledge of hazards to advise individuals and/or parties about workplace hazards and the harms they may cause
4. Contribute to WHS risk assessment	4.1 Identify individuals and/or parties at risk of exposure to hazards and determine the nature, severity and likelihood of potential harm 4.2 Contribute to applying tools, techniques and processes to identified hazards to assess risk, according to risk management requirements 4.3 Contribute to documenting risk assessment results according to risk management requirements 4.4 Contribute to communicating risk assessment outcomes with workers, contract workers, managers and technical specialists according to risk management requirements
5. Contribute to developing and implementing risk controls	5.1 Contribute to selecting risk controls for identified hazards based on the risk assessment 5.2 Document agreed risk controls according to risk management requirements 5.3 Contribute to developing risk controls according to the hierarchy of control measures and WHS laws 5.4 Contribute to implementing risk controls and seek supervisory advice as required by the circumstances 5.5 Support communication of information on risk controls and actions to required individuals and/or parties
6. Contribute to evaluating effectiveness of risk controls	6.1 Identify requirements for ensuring ongoing effectiveness of risk controls 6.2 Contribute to identifying measures that enable evaluation of effectiveness of risk controls 6.3 Document plan for monitoring effectiveness of risk controls according to organisational policies and procedures 6.4 Present and effectively communicate plan to required stakeholders according to risk management requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Locates, reviews and interprets WHS legislative and organisational texts and other external information and data
Writing	Uses structure, layout and language suitable for audience to document WHS hazard identification and risk control processes Uses appropriate organisational formats and industry-specific vocabulary to document hazards, risks, and risk controls
Oral communication	Uses structure and language suitable for audience to communicate information and contribute ideas about WHS hazard identification and risk control processes
Navigate the world of work	Adheres to legal and regulatory responsibilities, and organisational policies and procedures in relation to WHS hazard identification and risk control processes Keeps up to date with WHS laws, and related organisational policies and procedures relevant to own role Uses appropriate technology in accessing, communicating, and recording information
Interact with others	Identifies what, with whom and how to communicate in the context of advising about hazards, risks and risk controls Cooperates with others as part of WHS hazard identification and risk control processes, and contributes to specific activities requiring joint responsibility and accountability Collaborates with others to achieve individual and team outcomes Interacts to develop relationships with operational personnel and consultative groups Seeks information from others to understand work and work relationships as they relate to hazard management
Get the work done	Applies processes to plan, sequence and prioritise tasks, showing awareness of time and resource constraints and the needs of others Uses decision-making processes in hazard identification and risk control processes: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria Applies problem-solving processes, identifying and evaluating several options for action

Unit Mapping Information

Supersedes and is equivalent to BSBWHS404 Contribute to WHS hazard identification, risk assessment and risk control.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS414 Contribute to WHS risk management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to contribute to:

identifying at least two different (WHS) hazards and controlling the risks associated with those hazards

evaluating the effectiveness of the above risk controls.

During each of the above occasions, the candidate must:

identify and interpret information and data about WHS requirements and apply them to the selection and application of techniques, tools and processes for hazard identification, risk assessment and risk control

contribute to documenting processes

communicate with required people about WHS requirements and compliance

comply with WHS requirements for hazard identification, risk assessment, and risk control activities

identify WHS duty holders and their duties.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

internal and external sources of WHS information and data relating to the performance evidence, and procedures for accessing them

WHS hazard identification, risk assessment and risk control processes specified in:

required WHS laws

organisational WHS policies, procedures, processes, and systems

risk management requirements, including:

identifying duty holders and their roles and responsibilities

selecting and using hazard identification tools and techniques

undertaking, documenting and communicating risk assessments

evaluating risk controls

documenting and communicating risk control plan

differences between hazards and risks in the workplace

range of common workplace hazards, and the nature, severity and likelihood of those hazards

risk assessment and controls that can eliminate or minimise risks.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment, technology, software and consumables required to access information on WHS laws

WHS laws, and organisational policies, procedures, processes and systems required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS415 Contribute to implementing WHS management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to implementing a plan for a work health and safety management system (WHSMS) that applies to own role.

The unit applies to individuals with responsibilities for contributing to the implementation of an organisation’s WHSMS as part of their work health and safety (WHS) responsibilities in a range of industry and workplace contexts.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

3. For the purposes of this unit of competency ‘safe systems of work’ refers to a formal procedure that results from systematic examination of a task in order to identify all the hazards. It defines safe methods to ensure that hazards are eliminated or, where this is not possible, risks are minimised.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1 Contribute to developing WHSMS implementation plan	1.1 Apply knowledge of WHS laws and organisational policies and procedures to identify duty holders relevant to own role 1.2 Contribute to identifying elements of WHSMS plan to be implemented relevant to own role 1.3 Record plan according to organisational policies and procedures 1.4 Communicate plan to others, and integrate their feedback as required
2 Contribute to implementing developed plan	2.1 Implement plan for WHSMS within scope of own role 2.2 Communicate plan to others in relation to their roles and responsibilities as specified in plan, and clarify as required 2.3 Facilitate contribution of others to implement plan
3 Contribute to reviewing WHSMS implementation plan	3.1 Contribute to monitoring safe systems of work according to organisational policies and procedures and within scope of own role 3.2 Contribute to evaluating effectiveness of implemented elements of WHSMS plan and implementation process 3.3 Contribute to adjusting implementation plan as required according to organisational policies and procedures 3.4 Document and distribute adjusted plan to required personnel according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Locates, reviews and interprets WHS laws and organisational texts
Writing	Uses structure, layout and language suitable for audience to document WHSMS implementation plan Develops required documentation using appropriate organisational formats and industry-specific vocabulary
Numeracy	Collects, organises and analyses information about systems of work and draws conclusions in relation to effectiveness of WHSMS plan
Oral communication	Presents information and advice about WHSMS using language, structure and register appropriate to audience Asks questions and listens closely to gather required information
Navigate the world of work	Takes responsibility for own adherence to legal and regulatory responsibilities, and organisational policies and procedures in relation to WHS and WHSMS Keeps up to date on changes to WHS laws, and related organisational policies and procedures relevant to own role
Interact with others	Identifies what, with whom and how to communicate in the context of WHS policy and performance, and WHSMS processes Cooperates with others as part of WHS and WHSMS processes, and contributes to specific activities requiring joint responsibility and accountability Collaborates with others to achieve individual and team outcomes
Get the work done	Applies formal processes to plan, sequence and prioritise tasks and workload, showing awareness of time, resource constraints and needs of others Uses digital systems and programs to assist with planning, implementing and tracking progress, and communicating Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria Applies formal problem-solving processes, identifying and evaluating several options for action

Unit Mapping Information

Supersedes and is equivalent to BSBWHS405 Contribute to implementing and maintaining WHS management systems.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS415 Contribute to implementing WHS management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to contribute to:

planning the implementation of a work health and safety management system (WHSMS) that incorporates return-to-work and injury management procedures, and other key relevant WHSMS elements

implementing the WHSMS plan and reviewing its effectiveness.

During the above, the candidate must:

communicate and explain the WHSMS plan and associated WHS policy to others to facilitate their contribution to implementing the system.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

elements of organisation’s WHSMS and associated plan with reference to required commonwealth and state/territory WHS laws and standards, including:

required policies and procedures, including those concerning returntowork and injury management

duty holders and their responsibility

safe systems of work

consultation and communication arrangements

required training and induction

WHS risk assessment

organisational WHS policies, procedures, processes and systems relevant to implementing WHSMS in own work role

tools, methods and processes for implementing and reviewing WHSMS plan, including consultation with required personnel

regulatory authority WHSMS tools, standards, guidance material and procedures required to contribute to implementing WHS management systems.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

WHS laws and organisational WHS policies and procedures required to demonstrate the performance evidence

workplace equipment, technology, software and consumables required to access information about WHS laws

WHS laws, and organisational policies, procedures, processes and systems required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS416 Contribute to workplace incident response

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to assist with actions and activities performed in response to workplace incidents according to work health and safety (WHS) legislative and organisational requirements.

The unit applies to those who contribute to workplace incident responses by undertaking a varied range of activities in a structured and familiar work environment as defined in written procedures. It applies to people who work in a broad range of WHS roles across all industries.

NOTES

1. The terms ‘incident’ and ‘accident’ are equivalent. Specific state/territory legislation may use one or the other. In jurisdictions where model WHS laws have not been implemented, RTOs are advised to contextualise this unit of competency by referring to the existing state/territory OHS legislative requirements and industry-specific legislative variances.

2. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

3. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to assist with actions and activities associated with incident response	1.1 Identify duty holders and WHS legislative requirements for incident response 1.2 Identify workplace policies, procedures and processes concerning incident response planning and reporting 1.3 Communicate requirements for responding to incident to required personnel within scope of own role and work area 1.4 Contribute to developing communication mechanisms to notify manager of incident
2. Assist with implementing response procedures during incident	2.1 Provide initial assistance to those involved in incident within scope of own role and expertise and according to organisational incident response policies and procedures 2.2 Assist with documenting incident according to workplace procedures and processes 2.3 Assist with meeting legislative requirements regarding incident, within scope of own role and expertise 2.4 Assist with reporting incident to external authorities, according to legislative requirements and workplace procedures and processes
3. Contribute to collecting WHS information about incident	3.1 Assist with obtaining information and data from those involved about actions and events leading up to, during and after an incident, using appropriate data collection techniques 3.2 Assist with identifying and accessing sources of additional information and data related to incident 3.3 Compile and enter information according to record-keeping requirements
4. Assist with incident investigation	4.1 Assist with applying required incident investigation processes 4.2 Use appropriate analysis techniques to interpret causes of incident and communicate with advisors when participating in workplace investigations 4.3 Review incident reports according to organisational policies and procedures 4.4 Contact responsible persons and relevant authorities as outlined in WHS laws, and organisational policies and procedures 4.5 Contribute to communicating investigation outcomes to relevant stakeholders according to organisational policies and procedures
5. Contribute to developing and implementing recommended measures and actions arising from incident investigation	5.1 Contribute to developing incident investigation recommendations 5.2 Assist with obtaining approval of developed recommendations from required stakeholders according to organisational policies and procedures 5.3 Assist with communicating approved recommendations to required stakeholders according to organisational policies and procedures 5.4 Contribute to implementing recommended measures and actions arising from incident investigation within scope of own role and according to WHS legislative requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Locates, reviews and interprets WHS legislative texts Analyses reports and other material about incidents to determine required course of action
Writing	Completes workplace records, forms and documentation using correct format, spelling and grammar, and industry-specific terminology Records information for reference using language appropriate to audience
Oral Communication	Presents information and advice using structure and language suitable for audience Uses questioning and listening techniques to obtain feedback from others and confirm understanding
Navigate the world of work	Adheres to legal and regulatory responsibilities, and organisational policies and procedures Keeps up to date on changes to WHS laws, and related organisational policies and procedures relevant to own role
Interact with others	Identifies what, with whom and how to communicate in the context of incident responses and investigations Collaborates with others to achieve individual and team outcomes Cooperates with others as part of incident investigations and contributes to specific activities requiring joint responsibility and accountability
Get the work done	Applies processes to plan, sequence and prioritise tasks required for incident responses and investigations, showing awareness of time, resource constraints and needs of others Uses features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Supersedes and is equivalent to BSBWHS406 Assist with responding to incidents.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS416 Contribute to workplace incident response

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

contribute to responding to at least two different workplace incidents according to work health and safety (WHS) legislative and organisational requirements.

During the above, the candidate must:

identify duty holders relevant to incident response

contribute to:

communicating WHS requirements clearly and accurately to individuals and/or parties involved

reporting each incident according to WHS legislative and organisational requirements

obtaining information about each incident using appropriate data-collection techniques

developing and contributing to implementing required actions in response to each incident

investigating incident

communicating and implementing recommendations from investigation.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

WHS laws about investigating and reporting workplace incidents

sources of internal and external WHS information and data relating to incidents, and procedures for accessing them

organisational policies, procedures, processes and systems relevant to own role or work area that relate to incident response and investigation, including those for:

recording information relating to workplace incident responses

reporting information to external authorities

implementing improvements to policies, procedures, processes and systems as a result of an incident

communication strategies to facilitate engagement of individuals and/or parties in incident response

roles and responsibilities of self and duty holders in responding to workplace incidents.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

organisational policies, standard operating procedures, procedures and plans required to demonstrate the performance evidence

WHS legislation, licensing requirements and standards required to demonstrate the performance evidence

WHS data required to contribute to incident response

case studies and, where possible, real situations

workplace equipment and resources

opportunities for interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS417 Assist with managing WHS implications of return to work

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to assist with managing the WHS implications of activities that facilitate an injured worker’s return to work. It involves identifying those with roles, duties, rights and responsibilities for return to-work, as well as assisting in preparing, implementing and evaluating the return to work.

The unit applies to those in an organisation who assist with the WHS implications of return-to-work activities. In many organisations, this role will be performed alongside others from within the organisation or external parties, including those working in human resources, workers’ compensation, workplace rehabilitation, other professional and administrative capacities, and other roles relating to return to work.

NOTES

1. The unit does not in any way address the process of treating workers for their injury or illness, which is the task of health and medical professionals.

2. Workers’ compensation legislation and associated duties will differ between jurisdictions. RTOs are advised to contextualise this unit of competency by referring to the requirements of existing state/territory workers’ compensation legislation.

3. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

4. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify return-to-work requirements	1.1 Identify legislative requirements for facilitating injured worker’s return to work 1.2 Identify individuals and parties with roles, duties, rights and responsibilities regarding injured worker’s return to work 1.3 Identify relevant organisational policies and requirements for injured worker’s return to work
2. Assist with preparing return to work for injured worker	2.1 Assist with identifying suitable return-to-work duties for injured worker in consultation with required internal and external stakeholders 2.2 Identify potential barriers for worker returning to work, in consultation with relevant parties 2.3 Assist with design of return-to-work program for injured worker based on advice from medical professionals and consultation with required parties, and within scope of own role 2.4 Assist with identifying potential WHS-related risks to other team members arising from injured worker’s reduced capacity and absence, and how to manage these potential risks 2.5 Assist with establishing agreement between required parties on injured worker’s return to work
3. Assist with implementing return to work	3.1 Assist with assessing intended work environment for injured worker for potential WHS-related risk 3.2 Consult with required stakeholders about WHS implications of return to work, and assist with incorporating feedback 3.3 Assist with providing guidance to required personnel about WHS implications of return-to-work process and support for necessary adjustments
4. Assist with monitoring and evaluating return to work	4.1 Facilitate regular feedback and communication between relevant parties 4.2 Assist with monitoring return to work and identifying hazards and areas of non-compliance according to organisational policies and procedures 4.3 Assist with taking action to address WHS hazards and areas of non-compliance, and modifying return to work as required according to WHS laws, and organisational WHS policies and procedures 4.4 Assist with evaluating return to work and implementing WHS-related recommendations for required improvements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Reviews and analyses WHS legislative requirements and organisational texts about return to work
Writing	Produces information, reports and records using structure, language and layout appropriate to audience and organisational requirements
Oral communication	Seeks and provides information about injured worker and return to work using language and features suitable for audience and context
Numeracy	Performs calculations necessary to provide estimates related to timeframes
Navigate the world of work	Adheres to WHS legal and regulatory responsibilities, and organisational policies and procedures in relation to own role and responsibilities Keeps up to date on changes to WHS laws, and related organisational policies and procedures relevant to own role
Interact with others	Identifies what, with whom and how to communicate in the context of own role and responsibilities Cooperates with others as part of processes, and contributes to specific activities requiring joint responsibility and accountability Collaborates and negotiates with others to achieve joint/agreeable outcomes in sensitive situations Communicates effectively with a range of medical and other professionals in relation to role and responsibilities
Get the work done	Plans tasks with logically sequenced steps, reflecting awareness of time and resource constraints and needs of others Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria Monitors progress of tasks in order to provide timely information to workers and modify plans as necessary

Unit Mapping Information

Supersedes and is equivalent to BSBWHS407 Assist with claims management, rehabilitation and return-to-work programs.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS417 Assist with managing WHS implications of return to work

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to assist with:

managing WHS implications of planning and implementing return to work for one injured worker, and within scope of own role:

develop return-to-work objectives for worker, in consultation with treating doctor and other medical professionals where required

identify any required job redesign and alternative duties

assess work environment for injured worker for potential hazards and associated risks

monitoring and evaluating above return to work, including:

identifying and taking action to address WHS hazards and areas of non-compliance

identifying areas for improvement and making recommendations for system improvement as required.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

legislative requirements relating to primary duties and risk management associated with the performance evidence, including:

WHS laws

laws relating to workers’ compensation and claims management

organisational policies and procedures for:

obtaining and verifying information from injured workers

facilitating injured workers’ return to work

liaising with medical professionals involved in injured workers’ return to work

assisting with designing return-to-work programs for injured workers

risk assessments of work environments

monitoring return to work and responding to hazards and areas of non-compliance

key features and components of organisation’s return to work of injured workers, including:

roles and responsibilities of all parties involved in developing, implementing and monitoring return to work

typical content of return-to-work activities

approach to hazard identification and risk assessment regarding specific features of return to work

potential WHS-related risks to team members arising from reduced capacity and absence of returning worker in relation to:

impact on workloads

required resources and adjustments to workspaces

new hazards, or potential harm from existing hazards

roles and responsibilities of medical professionals in relation to return to work management

methods, techniques and tools to support workers involved in return to work:

WHS implications of alternative duties

preparing a workplace for an injured worker’s return to work.

Assessment Conditions

Assessment must comply with WHS and workers’ compensation laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace documentation and WHS data required to demonstrate the performance evidence

legislation required to assist with managing WHS implications of return to work

organisational policies and procedures required to demonstrate the performance evidence

workplace equipment and resources

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS418 Assist with managing WHS compliance of contractors

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to assist with managing the work health and safety (WHS) implications of using contractors. It involves identifying contractor duties, establishing organisational WHS compliance requirements associated with those duties, establishing and communicating the requirements expected of contractors, monitoring contractor compliance with WHS requirements, and implementing required responses to identified non-compliance.

The unit applies to those who work in a broad range of WHS roles across all industries in organisations that use contractors to supply services, including labour hire and temporary workers, cleaning, catering, security, maintenance, repairs, installations and alterations, and major contracts and projects, as relevant to the organisation. This includes casual and volunteer workers. It does not cover visitors, or outworkers or suppliers of goods, materials or products to workplaces.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for contractor WHS induction	1.1 Identify services to be supplied by contractor, their proposed work arrangements and places of work 1.2 Identify and review organisational documentation and WHS legislative requirements applicable to contractor 1.3 Identify and review, within scope of own role, contractor-specific WHS compliance requirements
2. Assist with contractor WHS induction process	2.1 Provide contractor with access to relevant WHS documentation 2.2 Assist with WHS induction briefing specific to contractor according to organisational WHS policies and procedures 2.3 Document completed contractor WHS induction process
3. Assist with monitoring contractor WHS compliance requirements	3.1 Review required documentation as it applies to assessing contractor WHS compliance against agreed key performance indicators 3.2 Participate in workplace inspections to assess contractor compliance with WHS requirements 3.3 Document contractor non-compliance relating to WHS practices, policies and procedures 3.4 Assist with investigating contractor non-compliance, and in making necessary adjustments to WHS contractor compliance requirements
4. Assist with addressing contractor WHS non-compliance	4.1 Assist with reporting identified contractor WHS non-compliance according to organisational policies and procedures 4.2 Consult with contractor and required personnel to assist with addressing areas of contractor WHS non-compliance 4.3 Escalate contractor WHS non-compliance that is outside own role according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses legal and organisational texts relevant to contractor WHS requirements
Writing	Uses structure, layout and language suitable for audience when preparing documentation and other communications
Oral communication	Uses suitable language when presenting information, offering opinions and providing advice about WHS contractor arrangements
Navigate the world of work	Adheres to WHS legal and regulatory responsibilities, and organisational policies and procedures Keeps up to date on changes to WHS laws, and related organisational policies and procedures relevant to own role
Interact with others	Cooperates with others as part of contractor WHS arrangement processes, and contributes to specific activities requiring joint responsibility and accountability Identifies what, with whom and how to communicate in the context of assisting with managing contractor WHS compliance
Get the work done	Determines priorities and sequences the steps for clearly defined tasks, and identifies and assembles the resources required within scope of own role Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria

Unit Mapping Information

Supersedes but is not equivalent to BSBWHS408 Assist with the management of WHS contractors.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS418 Assist with managing WHS compliance of contractors

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

assist with managing the work health and safety (WHS) compliance of two contractors, each providing different services.

During the above, the candidate must assist with:

identifying contractor WHS arrangements, including required:

organisational WHS policies, procedures and systems

WHS induction and guidance information

reviewing contractor work processes, procedures and activities

addressing within scope of own role and reporting contractor non-compliance with WHS requirements.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

internal and external sources of information and data relevant to contractor WHS arrangements, and procedures for accessing them

organisational WHS policies, procedures, processes and systems relevant to contractors

contexts, situations and arrangements where contractor services are supplied to the organisation

contractor WHS arrangements with reference to relevant commonwealth and state/territory WHS laws

key WHS requirements about workplace, contracted work, and organisational policies and procedures to be covered in contractor induction

workplace documentation required for managing contractor WHS compliance with services involved in the performance evidence, including:

formal contracts and agreements to supply services or relevant parts thereof

supporting documents about contracts and agreements

organisational WHS policies and procedures

WHS laws

duties, rights and obligations of individuals and parties as specified in relevant WHS laws with regard to supply of services by contractors.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

WHS laws, licensing requirements and standards required to demonstrate the performance evidence

WHS information required to demonstrate the performance evidence

WHS requirements and related information for identified contractor services, including:

formal contracts and agreements to supply services

supporting documents about contracts and agreements

information about any undocumented understandings and/or agreements

workplace equipment and resources

case studies or, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS419 Contribute to implementing WHS monitoring processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to monitoring a range of physical agents and conditions relating to work health and safety (WHS) in the workplace. It involves the use of a range of measuring devices to collect, interpret and report on workplace information and data in relation to those physical agents and conditions.

The unit applies to those working in a broad range of WHS roles across all industries.

The unit does not extend to hazard identification, risk assessment or developing risk controls based on the outcomes of monitoring, which are covered in BSBWHS414 Contribute to WHS risk management.

This unit does not qualify individuals to perform duties as a registered officer under any legislation.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

Licensing, legislative and certification requirements may apply to this unit in some jurisdictions. Users are advised to check with the relevant regulatory authority.

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to selecting measuring devices	1.1 Contribute to determining WHS regulatory requirements and standards that apply to monitoring 1.2 Consult with relevant individuals and/or parties to identify agents and/or conditions to be measured, according to organisational policies and procedures 1.3 Identify characteristics of agents and/or conditions to be monitored 1.4 Identify work area where measurements are to be taken 1.5 Contribute to selecting measuring equipment according to agents and/or conditions, work environment, activities being carried out and level of risk to self and others present at time of monitoring 1.6 Determine limits of own expertise and available equipment, and seek specialist advice and equipment as required
2. Contribute to preparing to collect workplace information and data	2.1 Determine sampling process for data collection 2.2 Contribute to outlining a sampling plan according to organisational policies and procedures 2.3 Collect information and data about requirements, nature and purpose of monitoring 2.4 Inspect work area and consult with workers and affected individuals and/or parties about nature of agents and/or conditions to be monitored 2.5 Contribute to checking operability of equipment according to WHS laws, and organisational policies and procedures
3. Contribute to collecting workplace information and data	3.1 Assist with arranging calibration of monitoring equipment where required 3.2 Contribute to testing according to legislative requirements 3.3 Use equipment to conduct sampling according to legislative requirements 3.4 Ensure own health and safety and that of others present at the time of monitoring while collecting information and data 3.5 Record readings according to organisational requirements, using expert support and advice as required
4. Contribute to cleaning and storing equipment	4.1 Participate in reinstating equipment and parts to pre-use condition, or dispose of appropriately 4.2 Contribute to correctly storing reusable equipment, and/or making it ready for re-use as required, according to WHS laws, and organisational policies and procedures
5. Contribute to documenting and evaluating results of monitoring	5.1 Assist with interpreting and evaluating results against a recognised standard and document results 5.2 Use results to contribute to preparing reports on the monitoring process, including any WHS regulatory requirements 5.3 Ensure that results and records are retained in an easily retrievable format according to WHS laws, and organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses legal, organisational and technical texts relevant to monitoring
Writing	Uses appropriate structure, layout and language for reporting and recording information about WHS monitoring in a clear and logical manner
Oral communication	Uses structure and language suitable for audience to present or seek information about monitoring
Numeracy	Uses units of measurement required for specific hazards Uses appropriate scales when using equipment Performs calculations to interpret sampling results
Navigate the world of work	Adheres to legal and regulatory responsibilities in relation to own WHS role and responsibilities Keeps up to date on changes to WHS laws relevant to own role
Interact with others	Identifies what, with whom and how to communicate in the context of WHS monitoring Cooperates with others as part of WHS monitoring processes, and contributes to specific activities requiring joint responsibility and accountability Collaborates with others to achieve individual and team outcomes Offers assistance, and shares information and resources voluntarily
Get the work done	Determines priorities, sequences the steps for clearly defined tasks, and identifies and assembles resources required to plan for WHS monitoring within scope of own role Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria Uses familiar digital systems and tools to access, organise, analyse and display information relevant to role Manages and maintains files securely in appropriate storage media and formats to enable retrieval according to legislative requirements

Unit Mapping Information

Supersedes and is equivalent to BSBWHS409 Assist with workplace monitoring processes.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS419 Contribute to implementing WHS monitoring processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

contribute to monitoring at least three different physical agents or conditions relating to work health and safety (WHS) typically found in the workplace.

During each of these occasions, the candidate must:

identify regulatory requirements and standards that apply to monitoring physical agents and/or conditions relevant to WHS

identify context of measurements to be undertaken, including:

physical agents and/or conditions to be measured and their characteristics

where measurements will be taken

area or space available

movements of people and equipment, tasks or activities being undertaken, number of persons occupying area, and other factors that may impact on the sampling or data-collection processes and the health and safety of self and others

physical features of equipment, such as emitting sources

prepare and collect WHS data and information

consult and communicate with individuals and parties regarding monitoring process

seek expert advice, support and equipment as required.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

internal and external sources of WHS information and data

typical physical agents and/or conditions relevant to WHS, including:

biological agents, such as insects, mites and bacteria

electricity

fibres, dusts and particulates

fumes, mists, gases and vapours

heat and humidity

light

noise

radiation, including ionising, non-ionising and laser

vibration

aspects of WHS laws and standards relevant to using testing equipment and measuring physical agents and/or conditions and how they apply to the organisation

mode of action of common physical agents and/or conditions on the body and how they produce discomfort and harm

characteristics, modes of action and units of measurement for major physical agents and/or conditions

environmental conditions that impact on measurements

types of measuring and monitoring equipment and techniques for correct and safe use, including limitations on use and output, adjustment, maintenance and any in-built alarms

personal communication strategies to facilitate engagement with workplace parties and individuals

organisational policies and procedures for:

identifying physical agent and/or condition to be measured

determining sampling process and defining a plan

checking operability of equipment to ensure it meets organisational and work activity requirements

maintaining own health and safety and that of others present during process described in the performance evidence

reinstating equipment to pre-use condition, including for dismantling and cleaning equipment and parts

storing and re-using equipment

retaining results and records.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

measuring devices and equipment

workplace equipment and resources

WHS laws, licensing requirements and standards required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS431 Develop processes and procedures for controlling hazardous chemicals in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to develop processes and procedures for controlling hazardous chemicals in the workplace, and then monitoring their effectiveness. The unit requires the application of knowledge associated with work health and safety (WHS) legislation, and organisational policies and procedures relating to controlling hazardous chemicals.

The unit applies to those who work under supervision and use some discretion and judgement to respond to monitoring hazardous chemicals in the workplace. It applies to hazardous chemicals with the potential to harm human health, which may be solids, liquids or gases – pure substances or mixtures. When used in the workplace these substances often generate vapours, fumes, dusts and/or mists.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

3. For the purposes of this unit of competency ‘safe systems of work’ refers to a formal procedure that results from systematic examination of a task in order to identify all the hazards. It defines safe methods to ensure that hazards are eliminated or, where this is not possible, risks are minimised.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop processes and procedures to control hazardous chemicals in the workplace	1.1 Identify and source current WHS laws, and organisational policies and procedures relating to controlling hazardous chemicals 1.2 Identify hazardous chemicals used in, or created by, workplace 1.3 Identify workplace tasks involving hazardous chemicals 1.4 Use safety data sheets (SDSs) and other guidance to determine potential worker exposure to identified hazardous chemicals 1.5 Seek specialist advice during preparation phase, as required
2. Develop processes and procedures to control hazardous chemicals in the workplace	2.1 Assess risks associated with identified hazardous chemicals 2.2 Use information from workplace environmental monitoring to determine compliance with exposure standards, environmental requirements, storage specifications or associated risk management strategies 2.3 Develop safe systems of work that include suitable risk control measures, and processes and procedures for those systems 2.4 Seek and integrate feedback from required personnel about developed processes and procedures 2.5 Communicate and promote developed processes and procedures to required personnel
3. Monitor effectiveness of processes and procedures developed to control hazardous chemicals in the workplace	3.1 Review workplace implementation of control processes and procedures 3.2 Identify non-compliance with control processes and procedures 3.3 Implement training and development procedures and protocols to address areas of identified non-compliance
4. Report on effectiveness of processes and procedures in controlling hazardous chemicals in the workplace	4.1 Provide feedback on outcomes of workplace monitoring to required personnel 4.2 Record outcomes of monitoring process and distribute to required personnel according to workplace policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Locates, interprets and analyses WHS legislative and workplace information about hazardous chemicals
Writing	Uses appropriate organisational formats and industry-specific vocabulary to document control processes and procedures
Oral communication	Uses structure and language suitable for audience to communicate information and contribute ideas about hazardous chemical control
Navigate the world of work	Adheres to legal and regulatory responsibilities, and organisational policies and procedures in relation to hazardous chemicals Keeps up to date on changes to WHS laws, and related organisational policies and procedures relevant to own role
Interact with others	Cooperates with others and contributes to specific activities requiring joint responsibility and accountability
Get the work done	Uses decision-making and problem-solving processes in hazardous chemicals monitoring: sets and clarifies goals, gathers information and checks compliance Uses processes to monitor outcomes of processes and procedures to control hazardous chemicals in the workplace

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS431 Develop processes and procedures for controlling hazardous chemicals in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

on at least two different occasions, develop processes and procedures to control hazardous chemicals in the workplace.

During each of these occasions, the candidate must:

identify hazardous chemicals in the workplace through inspections and consultation with required personnel

monitor and report on implementation of control processes and procedures

communicate requirements and compliance associated with hazardous chemicals in the workplace

comply with work health and safety (WHS) requirements for hazardous chemical monitoring

implement training and development opportunities to address non-compliance

identify WHS duty holders and their duties, and seek specialist advice as required.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

range of common workplace hazardous chemicals and the origin and nature of associated harm

requirements for controlling hazardous chemicals as specified in:

relevant WHS laws, licences and permit conditions

organisational WHS policies, procedures, processes and systems

documentation about the safe use, handling, processing, storage, transportation, and disposal of hazardous chemicals in the workplace, including safety data sheets (SDSs)

risk control processes and procedures, including:

identifying hazards and assessing risks

responding to incidents involving hazardous chemicals

organisational policies and procedures for:

accessing internal and external sources of WHS information and data

recording outcomes of monitoring process and distributing to required personnel according to workplace policies and procedures

key features and components of controls for hazardous chemicals in the workplace, including:

workplace register for hazardous chemicals

labelling of hazardous chemicals

workplace signposting

current and complete SDSs for hazardous chemicals in the workplace

risk controls in line with the hierarchy of control measures

safe work practices that eliminate, or where this is not possible, minimise risks

emerging issues about hazardous chemicals and identifying potential risks from exposure to hazardous chemicals

hierarchy of control measures suited to identified hazardous chemicals

training and development procedures and protocols.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment and resources

WHS laws, standards and guidelines required to demonstrate the performance evidence

organisational policies, procedures, processes and systems required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS432X Contribute to organisational mental health response in the context of disruptive events

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.2.

Application

This unit describes the skills and knowledge required to support the mental (or psychological) health of employees in an organisation or work area in the context of a disruptive event. It involves participating in the management of psychological health and safety in the workplace and providing support to others in the event of disruption to an organisation or work area.

This unit applies to those who work in a range of supervisory or managerial roles across all industries, and who apply knowledge of work health and safety (WHS) principles. This unit also applies to health and safety representatives (HSRs).

This unit does not qualify the learner as a mental health professional. For information on delivery, please refer to the Cross-Sector Mental Health and Organisational Disruption Companion Volume Implementation Guide available on VETNet.

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

NOTES

1. The term ‘mental health’ is defined by the World Health Organization as ‘a state of well-being in which an individual realizes his or her own abilities, can cope with the normal stresses of life, can work productively and is able to make a contribution to his or her community’. The terms ‘mental health’ and ‘psychological health’ are equivalent.

2. The term ‘organisational disruption’ refers to the significant disturbance to the operations of an organisation or work area caused by a ‘disruptive event’. Disruptive events may be internal or external to the organisation and may or may not be foreseeable. Examples include: public health risks (such as epidemics and pandemics), natural disasters, public inquiries and litigation.

3. The terms ‘occupational health and safety’ and ‘work health and safety’ are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

4. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia (SWA) for further information.

Unit Sector

Cross-Sector – Workplace Mental Health

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish business risk and potential impact in the context of organisational disruption	1.1 Identify internal and external business risks that may contribute to organisational disruption 1.2 Evaluate organisational policies and procedures for addressing internal and external business risks 1.3 Analyse potential disruption to organisation or work area
2. Contribute to managing psychological health and safety in the context of a disruptive event	2.1 Review existing risk register for identified psychological health and safety risks 2.2 Identify new psychosocial hazards and changed psychological risks caused by disruptive event 2.3 Assess severity of risk associated with new psychosocial hazards and changed psychological risks 2.4 Consult with relevant stakeholders and confirm assessment in relation to new psychosocial hazards and changed psychological risks 2.5 Identify and evaluate possible risk control measures according to hierarchy of control 2.6 Contribute to selecting risk control measures according to organisational and legislative requirements 2.7 Support development of a plan for reviewing and evaluating selected risk control measures
3. Contribute to communications and consultation in response to a disruptive event	3.1 Support development of a communications and consultation plan for organisation or work area 3.2 Contribute to processes for ongoing communication and consultation with employees as workplace circumstances evolve
4. Provide support to employees experiencing psychological distress	4.1 Identify signs of psychological distress in employees 4.2 Respond to employees showing signs of psychological distress within the scope of own role and according to organisational policies and procedures 4.3 Refer employees showing signs of psychological distress to support services and resources according to individual needs 4.4 Document support provided according to organisational policies and procedures and legislative requirements
5. Maintain a supportive work environment during organisational disruption	5.1 Support processes for introducing employees to the workplace environment in a physically and psychologically safe manner 5.2 Contribute to implementing reasonable adjustments for employees experiencing psychological injury according to organisational policies and procedures and legislative requirements 5.3 Provide support to employees permanently leaving the organisation within the limits of own role and according to organisational policies and procedures and legislative requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and critically analyses texts when contributing to work-related psychological health and safety Constructs meaning from texts to assist in promoting work-related psychological health and safety
Oral communication	Presents information and opinions using language and non-verbal features appropriate to audience Asks questions and participates in discussions using listening and questioning to elicit views of others and to clarify or confirm understanding Uses appropriate communication styles and techniques when engaging with employees who are experiencing psychological distress
Teamwork	Collaborates and consults with others to achieve shared goals in psychological health and safety Adapts personal communication style to build trust and positive working relationships and to show respect for the diverse opinions, values and particular needs of others Uses a variety of strategies to promote effective relationships between team members and to foster a supportive culture
Planning and organising	Selects and uses appropriate conventions and protocols when communicating at various levels
Initiative and enterprise	Maintains knowledge of legislative requirements and resources that is current and accurate Assesses opportunities to improve organisational policies and procedures to better support psychological health and safety in the workplace

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guides are found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS432X Contribute to organisational mental health response in the context of disruptive events

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.2.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify at least one internal and at least one external business risk, and evaluate the organisational policies and procedures for addressing them, including emergency management plan and crisis management plan

coordinate a risk assessment process for an organisation or work area in response to at least one disruptive event, and contribute to selecting at least three different risk control measures suited to the response

identify at least two different employees showing signs of psychological distress and provide them with support, including advising them of referral options for further support.

In the course of the above, the candidate must apply:

legislative requirements applicable to disruptive event

obligations in line with roles and responsibilities of stakeholders involved in event.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures relating to mental health response in disruptive events, including for:

assessing risks associated with psychosocial hazards

documenting mental health support provided

supporting employees permanently leaving the organisation

types of internal and external business risks that may contribute to organisational disruption, including:

strategic risks

compliance risks

financial risks

operational risks

types of organisational disruptive events, including:

public health risks, including epidemics and pandemics

environmental changes and natural disasters

economic and geopolitical disruption

operational disruption, including mergers or acquisitions, litigation, operational transformation and technological developments

WHS legislation, rights and obligations relating to psychological health and safety in the context of organisational disruption, including:

duty of care

due diligence

privacy and confidentiality

difference between hazards, risks and risk controls

hierarchy of control measures

collective processes and powers, including cease works

features of emergency and crisis management plans relevant to psychological health and safety

psychosocial hazards relating to organisational disruption, including:

exposure to physical hazards and environmental conditions

exposure to violence, aggression, traumatic events and discrimination

work demands

lack of support and isolated work

workplace relationships

organisational change management

non work-related stressors with potential to affect psychological health and safety, including:

financial insecurity

balancing work and caring responsibilities

concern for vulnerable family members and friends

change to activities that support psychological health

received threats

domestic and family violence

signs of psychological distress, including:

mood and behavioural changes

unexplained absence from the workplace

changes in social interactions and work participation

self-harm, suicidal ideation or suicide attempt

workplace mechanisms that support psychological health, including:

flexible ways of working, including working remotely and flexible start and finish times

providing access to support services and resources, including professional help and personal leave

providing access to training for employees

methods of accessing resources and support services internally and externally, including:

Employee Assistance Programs (EAPs)

publications of key bodies, including Safe Work Australia, World Health Organization and Mental Health First Aid

strategies and techniques to:

manage personal stressors

support work-life balance

have supportive conversations with employees showing signs of psychological distress

create a safe and supportive workplace culture

common reasonable adjustments that support an employee with a psychological injury to continue working or return to work, including adjustments relating to:

work tasks

work hours

location of work

legislative requirements associated with providing reasonable adjustments, including Fair Work legislation and workers compensation legislation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment. Real workplace situations should not be used in the assessment where doing so may result in risk to the health and safety of self and/or others.

This includes access to:

legislation, and organisational policies and procedures required to demonstrate performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Assessment must involve persons with current and relevant experience in workplace mental health.

Links

Companion Volume Implementation Guides are found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS504 Manage WHS risks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to conduct work health and safety (WHS) risk management processes.

It applies to individuals who manage WHS risks, based on the organisation’s WHS management system (WHSMS), WHS information system (WHSIS) and risk-management approach (as covered in BSBWHS503 Contribute to the systematic management of WHS risk). These individuals will work in a range of WHS roles across all industries and apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts.

NOTE: The terms 'occupational health and safety' (OHS) and 'work health and safety' (WHS) are equivalent and generally either can be used in the workplace. In jurisdictions where the Model WHS Legislation has not been implemented RTOs are advised to contextualise the unit of competency by referring to the existing State/Territory OHS legislative requirements.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1 Access information and data on WHS hazards and risk management	1.1 Identify sources of information and data 1.2 Obtain information and data to determine the nature and scope of hazards, the range of harms they may cause, and how these harms are caused 1.3 Obtain information and data to determine techniques, tools and processes to assess risk associated with identified hazards, and identify risk control options
2 Prepare to manage WHS risks	2.1 Apply knowledge of the organisation’s WHSMS and WHSIS to identify WHS risk management requirements 2.2 Apply knowledge of WHS legislation to identify duty holders and legislative requirements for WHS risk management
3 Develop and implement WHS risk-management processes	3.1 Apply techniques, tools and processes to identify hazards, assess associated risks and identify risk control options 3.2 Apply knowledge of hazards and risks to select appropriate risk controls 3.3 Develop and implement a risk control plan and evaluate risk controls 3.4 Carry out hazard identification and risk management according to organisational and legal requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 1.3	Organises, interprets evaluates and critiques ideas and information in relation to WHS risk management
Writing	3.1, 3.2, 3.3, 3.4	Uses industry specific terminology and appropriate formats to draft and develop risk control plans and processes Records results of risk-management processes according to organisational requirements
Navigate the world of work	2.1, 2.2, 3.4	Monitors adherence to legal, regulatory and organisational rights and responsibilities for self and others in relation to WHS risk management
Interact with others	3.1, 3.2, 3.3	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction and taking a leadership role when required
Get the work done	1.2, 1.3, 3.1, 3.2, 3.3	Uses logical planning processes, and an increasingly intuitive understanding of context, to identify relevant information and risks, and to identify and evaluate strategies and resources for risk management planning Sequences and schedules complex activities, monitors implementation, and manages relevant communication in relation to risk management planning Uses systematic, analytical processes in complex, non-routine situations, setting goals, gathering relevant information, identifying and evaluating options against agreed criteria Uses common digital systems and tools to locate and store information

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBWHS504 Manage WHS risks	BSBWHS504A Manage WHS hazards and risks	Updated to meet Standards for Training Packages. Title change	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS504 Manage WHS risks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

access information and data on hazards and how to manage associated risks

identify duty holders and legislative requirements for work health and safety (WHS) risk management

use the organisation's WHS management system (WHSMS) and WHS information system (WHSIS) to conduct the following risk management processes:

identify hazards and potential hazards

assess the associated risks

identify control options

select suitable options

develop and implement a risk control plan

evaluate risk controls

carry out hazard identification and risk management.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

describe the basic principles of workplace incident, injury and disease causation

explain the meanings of 'hazard' and 'risk' and how they differ

identify formal and informal communication and consultation processes and key personnel related to communication

describe how the characteristics and composition of the workforce impact on WHS risk and the management of WHS, including:

communication skills

cultural background and diversity

gender

labour market changes

language, literacy and numeracy levels of the workforce

structure and organisation of the workforce, including part-time, casual and contract workers; shift rosters and geographical location

workers with specific needs and limitations

workplace culture in relation to alcohol and other drug use

identify internal and external sources of WHS information and data and how to access them

explain the limitations of generic hazard identification and risk assessment checklists and risk ranking processes

outline methods for providing evidence of compliance with WHS legislation

describe the nature of workplace processes (work flow, planning and control) and hazards relevant to the workplace

describe organisational culture as it impacts on the work team

summarise organisational WHS policies, procedures, processes and systems

list other functional areas that impact on the management of WHS

outline the principles and practices of a systematic approach to managing WHS

outline Commonwealth and state or territory WHS Acts, regulations, codes of practice, standards and guidance material and other publications relevant to the organisation

outline risk management as a duty of persons conducting businesses or undertakings or officers under WHS legislation

describe the roles and responsibilities of individuals and parties under WHS legislation

outline standard industry controls for a range of hazards

identify techniques, tools and processes for identifying health and safety hazards and assessing and controlling the associated risks, including:

hazard and risk checklists

hazard hunts

job safety analyses

manifests and registers, including for dangerous goods, hazardous chemicals and plant

safe work method statements

surveys using questionnaires, interviews and other survey techniques

workplace inspections and walk-throughs.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced by individuals carrying out work health and safety duties in the workplace and include access to:

workplace policies and procedures

office equipment and resources

relevant Acts, regulations, codes of practice, standards and guidelines relating to risks found in the workplace

case studies and, where possible, real situations.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS512 Contribute to managing work-related psychological health and safety

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to managing work-related psychological health and safety. It requires the ability to identify psychosocial hazards, assess their risk, and implement control methods for psychosocial hazards that apply in the workplace.

The unit applies to those with work health and safety (WHS) supervisory responsibilities who work in a range of WHS roles across all industries, and apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia (SWA) for further information.

3. Safe Work Australia national guidance material refers to ‘psychosocial hazards or factors’ as ‘anything in the design or management of work that increases the risk of work-related stress’ and states that ‘work-related stress if prolonged and/or severe can cause both psychological and physical injury’. (SWA, Work-related psychological health and safety: A systematic approach to meeting your duties)

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish requirements for managing work-related psychological health and safety	1.1 Review and analyse legislative requirements applicable to psychological health and safety 1.2 Determine workplace responsibilities relating to psychological health and safety 1.3 Determine roles and responsibilities of stakeholders in relation to managing psychological health and safety
2. Record work-related psychosocial hazards in the workplace	2.1 Identify work-related psychosocial hazards in own workplace, and factors contributing to them 2.2 Access and store information, data and advice to assist with identifying work-related psychosocial hazards according to legislative requirements 2.3 Consult with workers and other required stakeholders to confirm identified work-related psychosocial hazards 2.4 Develop and maintain a register of identified work-related psychosocial hazards according to legislative requirements
3. Assess risk of identified work-related psychosocial hazards	3.1 Identify and consult with individuals and/or parties who should participate in risk assessment of identified work-related psychosocial hazards 3.2 Assess frequency and duration of exposure to identified work-related psychosocial hazards, and determine severity of risk 3.3 Record psychosocial risk assessment according to organisational policies and procedures
4. Contribute to implementing risk controls for risks associated with identified work-related psychosocial hazards	4.1 Contribute to determining required risk controls for identified work-related psychosocial hazards according to the hierarchy of control measures 4.2 Contribute to selecting risk controls that address identified work-related psychosocial hazards and control risks 4.3 Communicate selected risk controls to required stakeholders according to organisational policies and procedures
5. Review effectiveness of risk controls for managing work-related psychological health and safety	5.1 Establish strategy and timeframe for reviewing risk controls for identified work-related psychosocial hazards 5.2 Consult with individuals and/or parties to review risk controls 5.3 Evaluate effectiveness of risk controls and document areas for improvement

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and critically analyses texts when contributing to work-related psychological health and safety Constructs meaning from texts to assist in promoting work-related psychological health and safety
Writing	Develops risk registers, reports and associated documentation according to organisational requirements Uses vocabulary, grammatical structure and conventions appropriate to text when developing risk registers, reports and other documentation
Oral communication	Asks questions and actively listens to gather information about potential risk situations Provides information during or after work-related psychological health and safety response situations using structure and language appropriate to the audience
Navigate the world of work	Contributes to broader goals in work-related psychological health and safety contexts Identifies own legal rights and responsibilities, and general legal principles in relation to work-related psychological health and safety contexts Keeps up to date on changes to WHS laws relevant to own role and responsibilities, and considers their implications in work-related psychological health and safety contexts
Interact with others	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction Supports, consults and liaises with others in work-related psychological health and safety situations
Get the work done	Formulates plans and monitors actions against stated goals, adjusting plans and resources to cope with contingencies Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates several choices to determine appropriate actions and responses Applies problem-solving processes when identifying actions required for work-related psychological health and safety Documents outcomes and feedback from others in order to identify general principles and concepts that may be applicable in new situations Identifies the potential of new approaches to enhance work practices and outcomes

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS512 Contribute to managing work-related psychological health and safety

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

contribute to managing at least two different work-related psychological health and safety issues.

During the above, the candidate must:

identify legislative requirements and workplace responsibilities

collect, document and analyse relevant information and data to assist with identifying work-related psychosocial hazards according to organisational policies and procedures, including those relating to privacy and confidentiality

identify potential work-related psychosocial hazards, with input from others, and document them in a risk register

record at least two psychosocial risk assessments

determine options for addressing identified work-related psychosocial hazards or minimising the risk

evaluate effectiveness of existing risk controls and document areas for their improvement, identifying when a review of risk controls is needed.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

legislative requirements relating to work-related psychological health and safety:

duty of care

due diligence

privacy and confidentiality

organisational policies, procedures, processes and systems relating to work-related psychological health and safety:

collecting, documenting and analysing information and data relevant to work-related psychosocial hazards

communicating control methods for work-related psychosocial hazards

personal protective equipment (PPE) requirements

reporting procedures

recordkeeping procedures and prescribed period for keeping records

privacy and confidentiality

techniques and procedures for identifying common work-related psychosocial hazards and factors contributing to them:

level of job demands, job control, support, workplace relationships, role clarity, recognition and reward, organisational change management, organisational justice, and environmental conditions

remote work and isolated work

violent and traumatic events, including secondary and vicarious trauma

internal and external sources of WHS information and data, and procedures for accessing them

key personnel who contribute to managing work-related psychological health and safety

common work-related psychological health and safety controls

elements of a WHS management system that relate to work-related psychological health and safety

methods of collecting valid and reliable work-related psychological health and safety information

roles and responsibilities of WHS personnel

WHS information needs of individuals and/or parties.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment and resources

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS513 Lead WHS risk management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to lead the management of work health and safety (WHS) risks in an organisation. The unit includes facilitating the identification of hazards and potential hazards, leading the assessment of associated risks, selecting and implementing suitable risk controls, and evaluating the overall effectiveness of the organisational WHS risk management process. It involves communicating with stakeholders throughout the process.

The unit applies to those in an organisation who provide specialised knowledge and guidance to a range of personnel when leading the management of WHS risks.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Facilitate identification of WHS risk management requirements	1.1 Identify and review internal and external sources of WHS information and data that apply to risk management processes 1.2 Identify legislative requirements for WHS risk management 1.3 Identify duty holders, individuals and/or parties to consult about and participate in risk management processes, according to organisational and legislative requirements 1.4 Identify and communicate roles and responsibilities of individuals and/or parties that impact on risk management 1.5 Identify organisation-specific factors that will impact on hazard identification, risk assessment and risk controls 1.6 Confirm that risk management scope is clearly defined according to organisational policies and procedures
2. Lead risk assessment	2.1 Lead hazard identification process according to organisational policies and procedures 2.2 Identify and document risk factors as they apply to identified hazards according to organisational policies and procedures 2.3 Apply knowledge of WHS laws, workplace WHS information and data, and identified hazards and risk factors to analyse and assess risk 2.4 Document risk assessment according to organisational policies and procedures, and legislative requirements 2.5 Communicate outcomes of risk assessment to required personnel according to organisational and legislative requirements
3. Lead risk control	3.1 Identify organisational risk control policies and procedures appropriate to identified hazards 3.2 Select suitable risk controls according to assessed level of risk, organisational WHS hazard and risk control policies and procedures, and WHS laws 3.3 Plan to implement selected risk controls according to organisation’s WHS management system (WHSMS) and WHS information system (WHSIS) 3.4 Implement selected risk controls according to organisational policies and procedures 3.5 Document and communicate selected risk controls to required personnel, according to organisational and legislative requirements
4. Evaluate effectiveness of WHS risk management process	4.1 Establish nature and scope of evaluation process and key performance indicators 4.2 Review effectiveness of implemented risk management process according to organisation’s WHSMS and legislative requirements 4.3 Modify risk management process as required in response to evaluation 4.4 Document risk management process according to WHSIS requirements 4.5 Communicate evaluation findings according to organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Organises, analyses and integrates information from a range of sources
Writing	Documents results of investigations using clear and comprehensible language and layout
Oral Communication	Uses listening and questioning techniques to clarify understanding of others’ views Presents information with varying level of technical vocabulary to suit audience
Numeracy	Collates, interprets and compares mathematical and statistical information relevant to requirements
Navigate the world of work	Considers legal and regulatory responsibilities when implementing, monitoring or reviewing risk-management processes Leads effective consultation and participation during all stages of WHS risk-management process
Interact with others	Identifies and uses appropriate conventions and protocols when communicating with others Plays a lead role in situations requiring effective collaboration skills, demonstrating the ability to guide discussions and outcomes
Get the work done	Develops plans or processes to manage WHS risk management tasks, with an awareness of how they contribute to operational and strategic goals Determines whether, and how, others should be involved, using consultative or collaborative processes as an integral part of the decision-making process Applies problem-solving processes to determine solutions to WHS risk management issues Uses analytical and lateral thinking to review practices and suggest improvements Uses a range of digitally-based technology and applications to access, organise and share relevant information in effective ways

Unit Mapping Information

Supersedes and is equivalent to BSBWHS503 Contribute to the systematic management of WHS risk.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS513 Lead WHS risk management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

plan, implement and evaluate a systematic process for managing work health and safety (WHS) risk in a work area.

During the above, the candidate must:

identify, interpret and apply information from a range of sources, including organisational and legislative requirements

review WHS risk-management process according to established scope and key performance indicators

consult effectively with required stakeholders using appropriate interpersonal communication skills.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

commonwealth and state/territory WHS laws relating to WHS risk management, including WHS Acts, regulations, codes of practice and standards

WHS information and data that applies to WHS risk-management process, including:

organisational and duty holder legal requirements

organisational policies and procedures relating to identifying hazards, assessing risks and implementing risk controls

key components of the work health and safety management system (WHSMS)

internal and external sources of WHS information and data, and procedures for accessing them

organisational behaviour and culture in relation to WHS risk management activities and their impact on WHS and the work team, including organisation’s risk appetite

key components of effective consultation and participation strategies

tools and techniques to:

identify health and safety hazards

assess risks, taking into account nature and impact of risk, and likelihood of risk arising

identify and select suitable risk controls

facilitate effective communication and consultation processes, and identify key personnel related to communication

application and limitations of techniques and tools for identifying hazards, and analysing and assessing risks

hierarchy of control measures:

its use in establishing level of risk

factors limiting effectiveness of types of controls

role and limitations of procedural controls

use of personal protective equipment

other functional areas in the organisation that impact on the management of WHS-related risks

impact of workforce characteristics and composition on WHS risk and its management, including:

cultural background/diversity

gender

labour market changes

levels of language, literacy and numeracy skills in the workforce

workforce structure and organisation, including part-time, casual and contract workers, shift rosters and geographical location

workers with specific support needs and limitations

workplace cultural attitudes towards alcohol and other drug use

principles of decision-making.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment and resources

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS514 Manage WHS compliance of contractors

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Removal of duplicative content in Assessment Conditions.
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to lead and coordinate organisational arrangements for managing the work health and safety (WHS) compliance of contractors. It involves determining the WHS legislative and organisational requirements applicable to contractors, and managing compliance of contractors.

The unit applies to those in managerial positions overseeing functions within organisations across all industries that are supplied with services by contractors, including labour hire and temporary workers, cleaning, catering, security, maintenance, repairs, installations and alterations, and major contracts and projects, as relevant to the organisation. This includes casual and volunteer workers. It does not cover visitors, or outworkers or suppliers of goods, materials or products to workplaces.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish and communicate WHS requirements in relation to contractors	1.1 Analyse scope of contractor services and applicable WHS legislative and organisational requirements 1.2 Determine organisation-specific WHS requirements and guidance that relate to contractor services 1.3 Establish WHS key performance indicators (KPIs) relating to contracted services according to organisational policies and procedures 1.4 Document established WHS requirements according to organisational policies and procedures 1.5 Communicate WHS requirements to contractor according to organisational policies and procedures
2. Monitor contractor compliance with established WHS requirements	2.1 Review services being provided by contractor for compliance with WHS requirements and established KPIs 2.2 Identify and investigate contractor non-compliance with WHS requirements and WHS KPIs 2.3 Discuss and agree with contractor required response in relation to identified non-compliance according to organisational policies and procedures 2.4 Document agreed response to non-compliance according to organisational policies and procedures
3. Review WHS requirements in relation to contractors	3.1 Make necessary adjustments to organisation-specific WHS requirements and guidance that relate to contractor services 3.2 Seek feedback on revised WHS requirements and guidance 3.3 Distribute updated contractor WHS requirements to required personnel according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and analyses legal and organisational texts relevant to contractor WHS arrangements
Writing	Uses structure, layout and language suitable for a range of audiences when preparing WHS KPIs, and WHS guidance and induction documentation
Oral communication	Uses language suitable for audience to present information, offer opinions and discuss WHS contractor arrangements
Navigate the world of work	Adheres to WHS legal and regulatory responsibilities, and organisational policies and procedures Keeps up to date on changes to WHS laws, and organisational policies and procedures relevant to own role and responsibilities
Interact with others	Cooperates with others as part of contractor WHS arrangement processes Identifies what, with whom and how to communicate when managing WHS arrangements for contractors
Get the work done	Determines priorities, and sequences the steps, in clearly defined tasks Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates choices against a set of criteria

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS514 Manage WHS compliance of contractors

Modification History

Release	Comments
Release 2	This version first released with the Business Services Training Package Version 8.0. Removal of duplicative content in Assessment Conditions.
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

manage the work health and safety (WHS) compliance of at least two different contractors, each providing different services.

During the above, the candidate must:

establish WHS requirements specific to the contracted services

review and address contractor compliance

review and improve organisational approach to leading WHS arrangements for contractors.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

duties, rights and obligations of:

contractors as specified in relevant WHS laws, and organisational WHS policies and procedures about supplying services

managers in relation to contractor WHS arrangements, including those relating to required resources and equipment

internal and external sources of information and data relevant to contractor WHS arrangements, and procedures for accessing them

contractor WHS compliance requirements included in:

tender documentation, including requirements for subcontracting

contractor selection processes and guidelines

contract documentation, including nature, scope and location of services to be provided, and requirements for subcontracting

induction processes

procedures and protocols for establishing WHS-related lead and lag key performance indicators (KPIs), and measuring contractor performance against them

organisational WHS policies, procedures, processes and systems relating to contractor services and WHS requirements, including those for:

establishing and documenting WHS KPIs relating to contracted services

communicating WHS requirements to contractors

agreeing on and documenting required response in relation to non-compliance

distributing contractor WHS requirements to required personnel.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment and resources

case studies or, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS515 Lead initial response to and investigate WHS incidents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to lead the initial response to work health and safety (WHS) incidents. The unit also includes planning, conducting and reporting on investigations of WHS incidents that have resulted in, or have the potential to result in, injury or damage. This may include accessing specialist expertise.

The unit applies to those who work in a range of WHS roles across all industries, and apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts. It does not apply to those undertaking an investigation in order to provide legal advice or prepare for legal proceedings.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Lead the initial response to incident	1.1 Identify required initial response to incident according to established organisational response plan 1.2 Implement initial response according to plan, and organisational and legislative requirements 1.3 Confirm sufficiency and suitability of implemented initial response 1.4 Consult individuals and/or parties according to organisational policies and procedures
2. Develop and resource an incident investigation plan	2.1 Identify duty holders according to WHS laws and workplace policies, procedures and systems 2.2 Define scope and purpose of investigation appropriate to nature and scope of incident 2.3 Identify, document and secure required human and other resources appropriate to nature and scope of incident, including expert advice as required 2.4 Ensure participation of, and consultation with, required stakeholders, and determine agreed processes for investigation 2.5 Identify, address and document potential barriers to investigation according to organisational requirements 2.6 Document incident investigation plan according to organisational and WHS legislative requirements
3. Collect incident information and data	3.1 Identify and access relevant and reliable sources of incident information and data according to organisational policies and protocols, suitable causation model and legislative requirements 3.2 Inspect incident site, equipment and other evidence according to investigation plan, organisational procedures and legislative requirements 3.3 Present collected information and data in required format
4. Lead an incident investigation that is not part of providing legal advice or preparing for legal proceedings	4.1 Brief investigation team on investigation requirements and incident causation model 4.2 Construct and document timeline of events leading up to incident 4.3 Coordinate investigation of key events, conditions and/or circumstances that contributed to incident 4.4 Develop recommendations, interventions and practical measures for investigation report
5. Record and report WHS incident investigation	5.1 Document investigation evidence and basis for conclusions and recommendations 5.2 Prepare investigation report according to organisational procedures and WHS legislative requirements 5.3 Implement organisational and WHS legislative recordkeeping protocols and procedures in relation to investigation report 5.4 Communicate report to required individuals and/or parties according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Reviews and interprets WHS legislative texts relating to WHS incidents Analyses reports and other material to determine required course of action
Writing	Documents procedures, plans and outcomes using appropriate organisational formats and industry-specific terminology Develops reports using structure, format and language appropriate for report purpose and audience
Oral communication	Uses appropriate language and non-verbal features to provide support, give instructions or request information Listens closely to extract main ideas and to evaluate initial responses for accuracy and validity
Numeracy	Extracts and evaluates the numerate and graphical information embedded in sources of incident information and data Performs calculations in relation to resource requirements, timelines and evaluation measures, and the impact and implications of incidents
Navigate the world of work	Develops, implements or modifies workplace procedures applicable to investigation contexts Keeps up to date on changes to WHS laws relevant to own role and responsibilities, and considers their implications when negotiating, planning and undertaking work
Interact with others	Identifies and uses appropriate conventions and protocols when communicating with parties involved in various investigation stages Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction Takes a leadership role in developing team understanding of investigation requirements
Get the work done	Uses logical planning processes and understanding of context to: identify relevant information and risks identify and evaluate alternative strategies and resources for investigation processes Sequences and schedules complex activities, monitors implementation and manages relevant communication Uses analytical processes to review plans and seeks input and advice from others before taking necessary action Uses digital systems and tools for data collection and analysis, and communication and reporting

Unit Mapping Information

Supersedes and is equivalent to BSBWHS505 Investigate WHS incidents.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS515 Lead initial response to and investigate WHS incidents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

lead the initial response to one work health and safety (WHS) incident that complies with legislative and organisational requirements

prepare, record and communicate incident investigation report that addresses immediate and underlying causes of incident and recommends practical prevention measures, according to organisational and WHS legislative requirements.

During the above, the candidate must:

systematically develop and document a plan to investigate the incident

collect, use and document information and data relevant to incident investigation

establish key events, conditions and/or circumstances that contributed to the incident

identify actions required to respond to the incident, including any recommendations for changes to WHS arrangements.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

WHS laws applicable to WHS incidents and their investigation

organisational WHS policies, procedures, processes, systems, roles and responsibilities relating to responding to and investigating WHS incidents:

incident response plan that meets legislative and organisational requirements

protocols and procedures for investigation, including preserving incident site as required

protocols for maintaining objectivity, confidentiality, privacy and commercial requirements during investigation of WHS incident

information and data collection procedures that ensure their validity, admissibility and accuracy

due diligence and duty of care requirements when investigating WHS incidents

required format for reporting incident investigations

common industry-accepted causation models, and their use in informing data collection and analysis

internal and external sources of WHS information and data relevant to WHS incident investigations

key components of incident investigation plan, including:

duty holders, expert advisers and key stakeholders appropriate to incident

agreed timelines, objectives, responsibilities, roles, documentation, actions and outcomes

levels of accountability

protocols for ensuring privacy and sensitivity throughout investigation

key components of investigation report, including:

identified incident root causes

recommended actions, interventions and practical measures arising from investigation

plans for implementing and evaluating recommendations

techniques and tools for gathering information relating to incident investigation, including:

questioning and active listening

information collection

accurate note taking

types and characteristics of WHS incidents and suitable incident response processes.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment and resources

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS516 Contribute to developing, implementing and maintaining an organisation's WHS management system

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to the development, implementation and maintenance of elements of a work health and safety management system (WHSMS). WHSMSs support organisations in systematically managing work health and safety (WHS) in the workplace. WHSMSs consist of a documented set of plans, actions and procedures that target improvements.

The unit applies to those with organisational responsibilities for contributing to tasks in relation to elements of a WHSMS appropriate to the nature and scale of the organisation and its WHS risks. These people will have supervisory responsibilities, work in a range of WHS roles across all industries, and apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to developing WHSMS	1.1 Access and analyse sources of information to determine required form, content, purposes and functions of WHSMS 1.2 Identify duty holders and their roles and responsibilities in WHSMS, according to WHS laws 1.3 Document organisational WHSMS that meets legal and organisational requirements 1.4 Consult with individuals and parties about what the WHSMS should include and integrate their feedback as required 1.5 Communicate information about WHSMS to required personnel
2. Contribute to developing WHSMS implementation plan	2.1 Identify key components of plan that meet legal and organisational requirements 2.2 Facilitate and support consultation with, and participation of, required personnel in plan development 2.3 Contribute to developing draft plan according to organisational policies and procedures 2.4 Seek feedback on draft plan 2.5 Finalise and record plan according to organisational policies and procedures
3. Support implementation of WHSMS	3.1 Consult with colleagues on WHSMS implementation and agree on required timeframe and resources 3.2 Communicate benefits of WHSMS and agree on management roles and responsibilities in supporting its implementation 3.3 Identify and address potential barriers to WHSMS implementation according to organisational policies and procedures
4. Contribute to measuring and evaluating WHSMS performance	4.1 Communicate requirements for measuring and evaluating WHSMS performance to required personnel according to organisational requirements 4.2 Facilitate and support consultation with, and participation of, required personnel in measuring and evaluating WHSMS performance 4.3 Evaluate WHSMS performance outcomes according to established protocols 4.4 Analyse and document outcomes of evaluation process
5. Contribute to review of WHSMS	5.1 Gather and analyse required review documentation according to organisational policies and procedures 5.2 Facilitate and support consultation with, and participation of, required personnel to identify opportunities to improve WHSMS 5.3 Contribute to identifying required changes to WHSMS 5.4 Contribute to adjusting WHSMS as required according to organisational policies and procedures 5.5 Seek approval of updated WHSMS from required personnel 5.6 Distribute information about approved updated WHSMS according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets and critically analyses texts in relation to WHSMS information and WHSMS review documentation
Writing	Matches style of writing to purpose and audience in consulting, developing and communicating WHSMS and WHS policy Uses appropriate layout, vocabulary, grammatical structure and conventions in consulting, developing and communicating WHSMS and WHS policy
Oral communication	Presents information about WHSMS and WHS policy using structure and language appropriate to the audience Uses questions and active listening to extract main ideas, gather information and feedback, and seek and offer opinions
Numeracy	Selects from and applies an expanding range of mathematical and problem-solving strategies in relation to WHSMS measurement and evaluation
Navigate the world of work	Accepts responsibility for developing, implementing or modifying workplace policies and procedures applicable to WHSMS Keeps up to date on changes to WHS laws and regulations relevant to own role and responsibilities, and considers their implications when negotiating, planning and undertaking work
Interact with others	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction
Get the work done	Sequences and schedules activities, monitors implementation and manages relevant communication in relation to WHSMS planning Uses systematic and analytical processes in non-routine situations, setting goals, gathering relevant information, and identifying and evaluating options against agreed criteria in review and evaluation of WHSMS Uses digital systems and tools in the context of plan implementation and measurement, and evaluation of WHS performance

Unit Mapping Information

Supersedes and is equivalent to BSBWHS506 Contribute to developing, implementing and maintaining WHS management systems.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS516 Contribute to developing, implementing and maintaining an organisation's WHS management system

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

contribute to developing, implementing, reviewing and improving a work health and safety management system (WHSMS) for an organisation.

During the above, the candidate must:

communicate and explain the WHSMS and associated implementation plan to others to facilitate their contribution and ensure their commitment to the system

apply effective consultation and communications processes and protocols

use suitable and sufficient tools to measure and evaluate WHSMS performance.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

commonwealth and state/territory WHS laws, guidance material and publications relating to developing and implementing WHSMS

organisational requirements for WHSMS:

commitment from line management and supervisors to provide leadership in WHS and prioritise WHS as part of operational planning and activity

compliance with required policies, procedures, processes, and tools

requirements for recordkeeping that address WHS, privacy and other relevant legislation

elements of effective WHSMS with reference to required commonwealth and state/territory WHS Acts, regulations, codes of practice and standards, including:

policies and procedures

WHSMS certification standards

duty holders and their responsibilities

consultation and communication arrangements

required training and induction

WHS risk assessment, including risk controls

sources of information to determine required form, content, purposes and functions of WHSMS to be developed and implemented

key components of WHSMS plan:

required resources to implement plan within set timeframes

management roles and responsibilities in supporting WHSMS implementation and operation

roles and responsibilities of individuals and parties under WHS laws

procedures, protocols and tools for measuring WHS performance, including WHS-related lead and lag key performance indicators (KPIs)

barriers to implementing WHSMS, and strategies to address them

benefits to an organisation of having a WHSMS, and an integrated return-to-work and injury management program

instruments issued by WHS regulators and how they apply to the organisation

duties, rights and obligations of individuals and parties under WHS laws.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment and resources

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS517 Contribute to managing a WHS information system

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to contribute to managing a work health and safety information system (WHSIS) that supports the effective management of WHS. It involves accessing, collecting and analysing WHS information and data; evaluating the effectiveness of the WHSIS and contributing to improving the management of WHS; and communicating the change.

The unit applies to those who contribute to managing a WHSIS. These people work in a range of WHS roles across all industries, and apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts. Individuals will apply skills and knowledge to enable them to manage information and data management processes, including analysis of the data. They are not required to design the actual information system or process.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Facilitate collection of workplace information and data	1.1 Access sources of WHS information and data according to organisational policies and procedures 1.2 Collect and record WHS information and data according to WHS laws, and organisational policies and procedures 1.3 Meet legislative requirements for reporting to external bodies within required timeframes 1.4 Record and store collected WHS information and data according to WHS laws, and organisational policies and procedures
2. Contribute to operating the WHSIS	2.1 Provide advice and support to users to enable them to use the WHSIS, and meet their WHS responsibilities and objectives 2.2 Identify training and development needs of WHSIS users, and take action as required to facilitate the required training within scope of own role
3. Contribute to reviewing WHSIS effectiveness	3.1 Determine required frequency, method and scope of WHSIS review in consultation with users 3.2 Facilitate user participation and consultation during WHSIS monitoring, evaluation and improvement activities 3.3 Review and analyse accuracy, currency and relevance of WHS information and data in consultation with users 3.4 Apply knowledge of WHSIS requirements to assist with identifying WHSIS elements needing improvement
4. Contribute to improving WHS management	4.1 Make recommendations for system improvements based on analysis of WHS information and data 4.2 Assist with developing measures to improve WHSIS and seek required approval 4.3 Communicate changes to WHSIS according to WHS laws, and organisational policies, procedures and systems 4.4 Assist with implementing improvement measures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and critically analyses texts relating to WHSIS and applies appropriate strategies to construct meaning
Writing	Matches style of writing to purpose and audience Uses appropriate layout, vocabulary and grammatical structure for reporting on WHSIS performance or improvements
Oral communication	Presents information about WHSIS and WHS policy using structure and language appropriate to the audience Uses questions and active listening to extract main ideas and clarify understanding
Numeracy	Uses mathematical and statistical information to extract reports and monitor effectiveness of WHS management Uses appropriate visual/graphical displays to present WHS performance information
Navigate the world of work	Meets reporting requirements according to organisational policies and procedures Keeps up to date on changes to legislation or regulations relevant to own role and responsibilities, and considers their implications in relation to WHSIS
Interact with others	Collaborates with others to gather valid and reliable data, playing an active role in facilitating effective group interaction Provides feedback to others in forms they can engage with and respond to
Get the work done	Plans, organises and implements tasks required to operate the WHSIS, using a range of technology and software systems Extracts and analyses information and collates related reports Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates several choices against a limited set of criteria in identifying training needs of system users Applies problem-solving processes to identify WHSIS improvements, resolving complex issues in manageable parts, and identifying and evaluating available options for action Seeks feedback and advice before implementing a solution Uses digital systems and tools, and operates them effectively to complete WHSIS-related tasks, such as developing graphs and charts

Unit Mapping Information

No equivalent unit.

Supersedes and is equivalent to BSBWHS507 Contribute to managing WHS information systems.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS517 Contribute to managing a WHS information system

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

collect, analyse, record and store a set of work health and safety (WHS) information and data

provide advice and support on operation of a WHS information system (WHSIS) to at least three different system users, and action their identified training needs within scope of own role

use the WHSIS to generate at least one report to an external body within required timeframes

contribute to identifying and implementing an improvement measure for a WHSIS based on analysis of information and data, and communicate measures to required personnel according to WHS legislative and organisational requirements.

During the above, the candidate must:

follow WHS legislative requirements and organisational policies and procedures

consult with, advise and support system users.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

WHS information and data relevant to organisation and its needs (which is a function of the size and nature of the organisation), and to specific hazards in the workplace

commonwealth and state/territory WHS legislative requirements relating to:

roles and responsibilities of individuals and parties in relation to WHSIS

consultation

collecting, recording and storing WHS information and data

privacy and confidentiality

legislative and organisational requirements of a WHSIS:

duty holders and roles

WHS information for effective WHS management

functions and purposes

user needs

workplace-specific factors

internal and external sources of WHS information and data

nature of information and data that provides valid and reliable measures of performance of WHS management processes and their limitations

organisational WHS policies, procedures, processes and systems, including:

accessing, collecting, analysing and recording WHS information and data

storing, retrieving and retaining WHS information and data

external reporting requirements

security, privacy and confidentiality requirements relating to accessing, collecting and storing WHS information and data

requirements for reporting under WHS and other relevant legislation, including obligations for notification and reporting of incidents

methods for providing evidence of compliance with WHS laws

tools and techniques for:

collecting accurate, current and relevant WHS information and data

reviewing effectiveness of WHSIS

systems for accessing, storing and retrieving WHS information and data

communication strategies for facilitating engagement of system users

user training arrangements.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

reports and sample software for WHS information and data collation and analysis

workplace equipment and resources

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS518 Manage WHS hazards associated with maintenance and use of plant

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to effectively manage work health and safety (WHS) hazards and to comply with WHS laws, as they apply to the management or control of items of plant being maintained and used in a workplace. It requires strong communication skills and systematic approaches to identify and resolve WHS issues associated with plant.

The unit applies to those who provide guidance to others in the workplace in managing WHS hazards associated with plant. The unit does not apply to the design, manufacture, supply, installation, construction or commissioning of plant or issuing of licences associated with plant.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify WHS hazards associated with plant	1.1 Access sources of WHS information, data and advice relating to items of workplace plant 1.2 Inspect items of plant and identify how they are to be used, according to organisational policies and procedures 1.3 Determine WHS hazards arising from plant use, condition, suitability, location and potential abnormal situations 1.4 Consult with others to confirm hazard identification 1.5 Record and report identified hazards according to organisational policies and procedures
2. Assess WHS risks associated with plant	2.1 Access sources of information, data and advice to assist with assessing WHS risks associated with identified plant hazards 2.2 Consult with others to inform WHS risk assessment according to organisational policies and procedures 2.3 Record and report on WHS risk assessment according to WHS laws and organisational policies and procedures
3. Control WHS risks associated with maintenance and use of plant	3.1 Access sources of information, data and advice to inform development of risk controls for safe maintenance and use of plant 3.2 Develop risk controls to be implemented according to the hierarchy of control measures, WHS legislative requirements and organisational policies and procedures 3.3 Consult with, and report to, required internal and specialist personnel in relation to risk controls to be implemented 3.4 Communicate rights, obligations and duties of workplace personnel in relation to identified hazards and risk controls associated with plant 3.5 Monitor effectiveness of implemented risk controls 3.6 Record and report on implemented risk controls according to WHS legislative requirements and organisational policies and procedures
4. Advise on registration, licensing and certification issues associated with plant	4.1 Identify types of plant requiring registration and tasks requiring operator licensing and/or certification according to WHS legislative requirements 4.2 Document registration, licensing and certification requirements according to organisational procedures 4.3 Monitor and report compliance with WHS regulatory requirements for registration, licensing and certification according to organisational procedures 4.4 Communicate registration, licensing and certification requirements to required personnel
5. Manage training requirements for plant maintenance and operation	5.1 Identify WHS-related training needs associated with plant items, and applicable registration, licensing and certification requirements 5.2 Identify skill gaps of those maintaining and using plant, and determine and communicate their associated training needs 5.3 Ensure training is undertaken and completed prior to commencing work with new plant and/or new system of work 5.4 Maintain training records according to WHS requirements and organisational policies and procedures

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Description
Reading	Analyses a wide range of WHS-related technical and non-technical information and data to determine actions, and adheres to requirements associated with plant maintenance and use
Writing	Uses appropriate formats, vocabulary and grammatical structures to record, report and present information associated with plant
Oral Communication	Explains information clearly and involves others in collaborative discussions using listening and questioning techniques
Numeracy	Collates, interprets and compares mathematical and statistical information
Navigate the world of work	Follows WHS policies, procedures and legislative requirements, and identifies organisational implications of new WHS laws Modifies or develops systems of work to comply with legislative and organisational requirements
Interact with others	Establishes and uses appropriate conventions and protocols when communicating with others regarding management of WHS hazards associated with plant
Get the work done	Develops and applies organisational processes to aid compliance with WHS legislative requirements Sequences and schedules own activities, monitors implementation, records progress and manages relevant communication Systematically gathers and analyses information and evaluates options in order to make informed decisions Evaluates effectiveness of systems and processes to inform decisions on how to implement risk control improvements Fully utilises features of digital tools to complete tasks

Unit Mapping Information

No equivalent unit.

Supersedes and is equivalent to BSBWHS508 Manage WHS hazards associated with plant.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS518 Manage WHS hazards associated with maintenance and use of plant

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

develop and implement work health and safety (WHS) related risk controls for at least two different items of plant according to the hierarchy of control measures, WHS legislative requirements and organisational policies and procedures

identify and manage licensing and training requirements associated with at least two different items of plant.

During the above, the candidate must:

manage effective identification of hazards

communicate, according to established protocols, to:

advise relevant personnel of their rights, obligations, and duties in relation to hazards and risk controls associated with plant

seek specialist advice as required.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

key features of WHS Acts, regulations, codes of practice and other instruments issued by WHS regulators relating to managing WHS hazards associated with plant, including role and duty of persons conducting a business or undertaking (PCBUs)

organisational WHS policies, procedures, processes and systems relating to hazard management process, including:

identifying and accessing internal and external sources of WHS information and data

inspecting plant and its use

consulting with internal and external personnel

recording and reporting identified WHS hazards

recording and reporting risk assessment outcomes and risk controls

developing risk controls and monitoring the effectiveness of their implementation

documenting registration, licensing and certification requirements

monitoring and reporting compliance with regulatory requirements for registration, licensing and certification

basic principles of incident causation and injury processes relating to plant

differences between a hazard and a risk

factors that impact on risk

hierarchy of control measures and its use in choosing between different risk controls

strategies for identifying risk controls and monitoring their effectiveness, including:

workplace inspections

robotic and technological processes, and their potential risks and limitations

review of adequacy of plant operating procedures

high-risk work licences required for specific plant

methods for providing evidence of compliance with WHS laws

plant-specific knowledge:

basic physics of fluids under pressure and pressure vessels, and behaviour of pressurised fluid when pressure is released

hazards associated with plant

systems of work associated with plant

industry practices related to permit to work, and isolation and tag-out systems

registration requirements of plant, licensing and certification competencies

risk controls relating to operation of plant, including:

strategies for guarding moving parts in machinery

access and egress

dangerous parts

emergency stops and warning devices

WHS-related training requirements for plant operators relating to:

items of new plant

new or changed systems of work associated with plant.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

sources of information, data and advice in relation to plant hazards

workplace equipment and resources, including manufacturer manuals, specifications, and operational information and data

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS519 Lead the development and use of WHS risk management tools

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to lead the development and use of work health and safety (WHS) risk management tools.

The unit applies to those responsible for managing hazards in the workplace whose role requires them to provide leadership in WHS risk management.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

3. WHS risk management tools are used in the four steps identified by the Safe Work Australia model code of practice, How to manage work health and safety risks – identify hazards, assess risks, control risks and review control measures.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Select and develop WHS risk management tools	1.1 Apply knowledge of risk management tools to address requirements of WHS laws and workplace 1.2 Consult with required personnel about selecting suitable risk management tools 1.3 Modify existing risk management tools and/or develop new ones to meet identified requirements 1.4 Determine risk management tools to be used in workplace
2. Lead the use of WHS risk management tools	2.1 Consult and liaise with required personnel about logistical arrangements required in relation to risk management tools 2.2 Facilitate required logistical arrangements for use of risk management tools in collaboration with required personnel 2.3 Develop and conduct required training for personnel who will use risk management tools 2.4 Use risk management tools according to organisational policies and procedures 2.5 Provide support to required personnel to use risk management tools according to organisational requirements
3. Communicate outcomes of use of WHS risk management tools	3.1 Collect information about outcomes of risk management tool use 3.2 Collate and analyse collected information 3.3 Document analysis according to organisational policies and procedures 3.4 Communicate documented results, findings and outcomes to required personnel according to organisational protocols and procedures
4. Review use of WHS risk management tools	4.1 Review usefulness and usability of risk management tools according to organisational requirements 4.2 Modify or replace risk management tools based on review outcomes according to organisational requirements 4.3 Modify consultation, liaison and logistical arrangements in relation to tools based on review outcomes according to organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and critically analyses texts to identify suitable WHS risk management tools
Writing	Develops and modifies WHS risk management tools and associated logistical arrangements Communicates using layout, vocabulary, grammatical structure and conventions appropriate to tool and audience
Oral communication	Presents information about WHS risk management tools, using structure and language appropriate to audience Asks questions and actively listens to extract main ideas across a range of contexts as appropriate to WHS risk management tools
Navigate the world of work	Identifies operational context in which WHS risk management tools are used and kept up to date
Interact with others	Engages with others to support them in their use of WHS risk management tools
Get the work done	Sequences and schedules activities, monitors implementation and manages relevant communication Uses analytical processes to decide on a course of action, establishes criteria for deciding between WHS risk management tools, and seeks input and advice from others before taking necessary action Uses technology and digital systems and tools effectively

Unit Mapping Information

Supersedes and is equivalent to BSBWHS509 Facilitate the development and use of risk management tools.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS519 Lead the development and use of WHS risk management tools

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

in consultation with others, select at least one work health and safety (WHS) risk management tool to be developed or modified that addresses WHS legislative and organisational requirements

use above WHS risk management tool/s for intended purpose, including:

facilitating logistical arrangements to the point of completion

collating and analysing results and findings

communicating results, findings and outcomes

facilitate the use of the above WHS risk management tool/s, including:

developing and conducting training for users

consulting about and facilitating logistical arrangements for use

supporting users

review usefulness and usability of above WHS risk management tool/s and make changes based on review outcomes.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

WHS laws and other instruments issued by WHS regulators relating to the performance evidence, and procedures for applying them

factors to consider when selecting WHS risk management tools, including:

operational contexts, including specific physical and psychosocial hazards

WHS organisational information, and valid and reliable methods for collecting it

tool application and use

limitations

models for incident causation

usefulness and usability

organisational policies and procedures relating to WHS risk management tools, including those for:

modifying and developing tools

communicating information

providing support on tools and their use

reviewing tools

key features of good-practice WHS risk management tools

techniques, tools and processes for identifying WHS hazards:

hazard and risk checklists

hazard hunts

job safety analyses

manifests and registers, including those for dangerous goods, hazardous chemicals and plant

surveys using questionnaires, interviews and other techniques

safe work method statements

workplace inspections and walk-throughs

key aspects of logistical arrangements, including:

communications

availability of personnel

ensuring required work areas and processes are accessible and in operation

resources required to implement tool

timetabling

transport requirements.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

sources of information, data and advice in relation to WHS risk management tools

WHS risk management tools

workplace equipment and resources, including manufacturer manuals, specifications, and operational information and data

engagement in an actual workplace

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS520 Manage implementation of emergency procedures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to implement initial response procedures for emergencies. Its focus is on the implementation of procedures already developed for short-term emergency responses. It assumes that expert advice will be available in identifying potential emergencies and in formulating response plans.

The unit applies to those with supervisory responsibilities for managing work health and safety (WHS) in the workplace who contribute to the implementation of procedures for responding to emergencies. These people work in a range of WHS roles across all industries, and apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify potential emergencies	1.1 Apply knowledge of WHS hazards and relevant standards to identify possible causes of potential emergencies 1.2 Seek input from stakeholders in identifying potential emergencies 1.3 Identify and liaise with appropriate specialist advisers and emergency services and/or specialist response teams to identify possible causes of potential emergencies 1.4 Develop a risk register to identify potential emergencies and their possible causes
2. Identify options for initial response	2.1 Categorise major types of potential emergencies 2.2 Identify actions required to contain or limit potential emergencies 2.3 Identify actions required to limit impact of potential emergencies on personnel, property and the environment 2.4 Identify requirements for liaison with emergency services and/or specialist response teams 2.5 Prioritise initial response actions to be taken during emergencies
3. Plan initial response procedures	3.1 Identify resources available and required for initial response 3.2 Ensure that emergency equipment is checked for serviceability, accessibility, cleanliness and correct location 3.3 Document actions required for a range of major types of emergency, taking account of standards, current industry practice, specialist advice and input by emergency services and/or specialist response teams 3.4 Identify training needs and appropriate providers
4. Implement initial response procedures	4.1 Document and display actions for initial response 4.2 Outline own role in initial response 4.3 Follow required procedures according to WHS laws, and organisational policies and procedures
5. Review initial response procedures	5.1 Monitor initial response for effectiveness, efficiency and timeliness in consultation with stakeholders and, specialist advisers and agencies as required 5.2 Document results of response monitoring and promptly report to appropriate persons 5.3 Identify areas for organisational and personal improvement and make recommendations based on analysis of response
6. Manage post-emergency activities	6.1 Identify and support other personnel involved in second response phase 6.2 Facilitate debriefing processes

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and critically analyses texts when planning emergency response procedures Applies appropriate strategies to construct meaning from texts to assist in planning emergency response procedures
Writing	Develops risk registers, reports and associated documentation according to organisational requirements, using appropriate vocabulary, grammatical structure and conventions
Oral communication	Asks questions and actively listens to gather information about potential emergency situations Provides information during or after emergency response situations using structure and language appropriate to audience and context
Navigate the world of work	Contributes to broader goals in emergency response contexts Identifies legal rights and responsibilities of self and others in relation to emergency response contexts Keeps up to date on changes to WHS laws relevant to own role and responsibilities, and considers their implications in emergency response contexts
Interact with others	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction Takes a leadership role in supporting, consulting and liaising in emergency response contexts
Get the work done	Formulates plans and monitors actions against stated goals, adjusting plans and resources to cope with contingencies Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates several choices to determine appropriate actions and responses Applies problem-solving processes when identifying actions required in emergencies and associated training needs, resolving issues in manageable parts, and identifying and evaluating options for action Reflects on response outcomes and feedback from others in order to identify general principles and concepts that may be applicable in new emergency situations Identifies the potential of new approaches to enhance work practices and outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBWHS510 Contribute to implementing emergency procedures.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS520 Manage implementation of emergency procedures

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

manage the planning, implementation and review of initial response procedures for at least two different emergencies.

During the above, the candidate must:

identify and prioritise causes and options for initial response to contain or limit potential emergencies and their impact

liaise with specialist advisers, emergency services and/or specialist response teams as required.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

commonwealth and state/territory work health and safety (WHS) legislation and how it applies to managing the implementation of initial response procedures

organisational and workplace WHS policies and procedures relating to initial response, including:

identifying and reporting emergencies

categorising major types of potential emergencies

essential communication and actions in an emergency

reporting on response to emergency

internal and external sources of WHS information and data, and procedures for accessing them

organisational structure, roles and responsibilities of WHS personnel managing the implementation of initial response procedures

workplace emergency response equipment, including:

emergency alerting systems

emergency protection systems

smoke alarms, fire alarms and fire extinguishers

required safety wear

security systems

nature of work, work site and hazards that may result in an emergency situation

hazards arising and precautions to be taken during emergency response

information needs of emergency response personnel during reporting, arrival and response to an emergency

principles and priorities of fire protection and emergency response applicable to performance evidence

accepted industry practice when responding to workplace emergencies.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment and resources

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS521 Ensure a safe workplace for a work area

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to establish, maintain and evaluate an organisation’s work health and safety (WHS) policies, procedures and programs in a work area to ensure a safe workplace, according to WHS legislative requirements. It takes a systems approach and addresses compliance with relevant legislative requirements.

The unit applies to those working in a range of contexts who have, or are likely to have, responsibility for WHS as part of their broader management role. It is relevant for people with obligations under WHS laws, for example persons conducting a business or undertaking (PCBUs) or officers, as defined by WHS laws.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish a WHS management system in a work area	1.1 Locate, adapt, adopt and communicate WHS policies that define the organisation’s commitment to complying with WHS laws 1.2 Identify duty holders and define WHS responsibilities for all workplace personnel in the work area according to WHS laws, policies, procedures and programs 1.3 Identify and approve financial and human resources required by the WHS management system (WHSMS) according to organisational procedures
2. Establish and maintain effective and compliant consultative arrangements for managing WHS in a work area	2.1 Work with required personnel to set up and maintain consultative arrangements according to required WHS laws 2.2 Resolve issues raised through participation and consultation arrangements according to required WHS laws and organisational protocols 2.3 Provide information about consultation and participation outcomes to required personnel according to organisational policies and procedures
3. Establish and maintain procedures for effectively identifying hazards, and assessing and controlling risks in work area	3.1 Develop procedures for ongoing hazard identification, and assessment and control of associated risks 3.2 Include hazard identification at the planning, design and evaluation stages of any workplace change to ensure that new hazards are not created by proposed changes and existing hazards are controlled 3.3 Develop and maintain procedures for selecting and implementing risk controls according to the hierarchy of control measures and WHS legislative requirements 3.4 Identify inadequacies in existing risk controls according to the hierarchy of control measures and WHS legislative requirements, and promptly provide resources to enable implementation of new measures 3.5 Identify requirements for expert WHS advice, and request this advice as required, according to organisational procedures
4. Evaluate and maintain a work area WHS management system (WHSMS)	4.1 Develop and provide a WHS induction and training program for required personnel in a work area as part of organisation’s training program 4.2 Use a system for WHS recordkeeping to allow identification of patterns of occupational injury and disease in the organisation, and to maintain a record of WHS decisions made, including reasons for decisions 4.3 Measure and evaluate the WHSMS according to organisation’s quality systems framework 4.4 Develop and implement improvements to WHSMS to achieve organisational WHS objectives according to organisational procedures 4.5 Ensure compliance with WHS legislative framework to achieve, as a minimum, WHS legal requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Organises, evaluates and critiques ideas and information from WHS laws, policies, procedures and programs
Writing	Produces WHS policies, procedures and programs using appropriate vocabulary, grammatical structure and conventions Records WHS decisions according to organisational requirements
Oral communication	Presents and seeks information from others using structure and language suitable for the audience Provides information about WHS policies and procedures and on resolution of WHS issues, varying the level of technical vocabulary to suit the audience
Numeracy	Selects from, and applies, an expanding range of mathematical and problem-solving strategies in identifying financial and human resources required to support WHS requirements
Navigate the world of work	Monitors adherence to legal and regulatory rights and responsibilities for self and others in relation to WHS Develops, implements and reviews WHS-related policies, procedures and processes according to legislative and organisational requirements
Interact with others	Plays a lead role in situations requiring effective collaboration, demonstrating the ability to guide discussions and negotiate agreeable outcomes Provides feedback to others in forms they can understand and use
Get the work done	Develops plans or processes to manage relatively complex WHS management tasks, with an awareness of how they contribute to operational and strategic goals Uses systematic and analytical processes, setting goals, gathering relevant information, and identifying and evaluating options against agreed criteria Considers whether, and how, others should be involved, using consultative or collaborative processes as an integral part of the decision-making process Uses digital systems and tools to enter, store and retrieve relevant information

Unit Mapping Information

Supersedes and is equivalent to BSBWHS501 Ensure a safe workplace.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS521 Ensure a safe workplace for a work area

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

establish, implement, maintain and evaluate one work health and safety management system (WHSMS) for a work area of an organisation that complies with WHS laws, and organisational policies and procedures.

During the above, the candidate must:

establish, implement, maintain and evaluate effective and compliant consultative arrangements for managing WHS, including:

identifying duty holders

identifying and approving required resources

developing and implementing a training program

establish, implement, maintain and evaluate procedures for effectively identifying hazards, and assessing and controlling risks using the hierarchy of control measures.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

details of relevant WHS laws relating to ensuring a safe workplace

WHS organisational policies, procedures, programs and practices required for the performance evidence

hazard identification and risk-management processes

key principles, uses and components of the hierarchy of control measures and procedures for applying it in the workplace

organisational and WHS legislative reporting requirements.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

organisational WHS policies and procedures required to demonstrate the performance evidence

WHS laws required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS522 Manage WHS consultation and participation processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to manage the identification, review, development, implementation and evaluation of consultation and participation processes as an integral part of managing work health and safety (WHS).

The unit applies to those responsible for facilitating consultation about and participation in WHS management and decision-making across the organisation. These people work in a range of WHS roles across all industries, and apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify requirements for WHS consultation and participation	1.1 Review WHS laws to identify duty holders and legal requirements for WHS consultation and participation processes 1.2 Review organisational policies, procedures, processes and systems to identify requirements and opportunities for WHS consultation and participation 1.3 Consult with required personnel according to organisational procedures to identify specific requirements for WHS consultation and participation
2. Review existing WHS consultation and participation processes	2.1 Review effectiveness of existing WHS consultation and participation processes, in consultation with required personnel 2.2 Identify inconsistencies between existing processes and identified requirements for WHS consultation and participation processes 2.3 Consult with required personnel to identify specific areas for improvement in WHS consultation and participation processes
3. Develop WHS consultation and participation processes	3.1 Identify factors that may impact on design of WHS consultation and participation processes 3.2 Design new or modify existing processes to achieve required improvements, in consultation with required personnel 3.3 Ensure improvements integrate with existing WHS and other systems and are appropriate to organisation 3.4 Plan how improvements will be implemented and identify resourcing requirements, roles and responsibilities, and training needs required for implementation 3.5 Develop action plans with allocated responsibilities and timelines 3.6 Determine priorities for implementation, in consultation with required personnel
4. Facilitate implementation of WHS consultation and participation arrangements	4.1 Clarify individual roles and responsibilities in WHS consultation and participation arrangements 4.2 Provide advice and support to required personnel during implementation according to organisational procedures 4.3 Monitor and facilitate implementation, in consultation with required personnel 4.4 Recommend and facilitate changes to action plan as required according to organisational procedures
5. Monitor and evaluate WHS consultation and participation processes	5.1 Develop evaluation protocol, in consultation with required personnel 5.2 Develop and implement plan for collecting information 5.3 Analyse and evaluate information according to organisational policies and procedures 5.4 Make recommendations for improvement based on evaluation 5.5 Document action plan to address recommended improvements according to organisational policies and procedures 5.6 Communicate outcomes of monitoring and evaluation to required personnel according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Organises, analyses and critiques ideas and information from a range of legal and organisational texts to identify WHS duty holders, and consultation and participation requirements
Writing	Employs broad vocabulary and uses grammatical structure and conventions appropriate to text in writing reports, plans and protocols Uses appropriate vocabulary and language to seek information from others
Oral communication	Presents ideas and information choosing appropriate vocabulary for purpose and audience Uses questioning and active listening to seek opinions or information and to clarify understanding
Numeracy	Uses required numeracy and problem-solving strategies and techniques in designing and using information collection and analysis processes
Navigate the world of work	Adheres to legal and regulatory rights and responsibilities and monitors others’ adherence in relation to WHS consultation and participation processes Interprets operational policies and procedures to ensure that consultation and participation processes align with other work practices
Interact with others	Plays a lead role in situations requiring effective collaboration Provides feedback to others in forms they can understand and use
Get the work done	Manages tasks with an awareness of how they contribute to operational and strategic goals Uses systematic and analytical processes: sets goals, gathers relevant information, and identifies and evaluates options against agreed criteria Considers whether, and how, others should be involved, using consultative or collaborative processes as an integral part of the decision-making process Uses analytical processes to decide on a course of action, establishes criteria for deciding between options, and seeks input and advice from others before taking necessary action Uses digital systems and tools for data collection and analysis and communication and reporting

Unit Mapping Information

Supersedes and is equivalent to BSBWHS502 Manage effective WHS consultation and participation processes.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS522 Manage WHS consultation and participation processes

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

manage effective work health and safety (WHS) consultation and participation processes in consultation with others for at least one WHS consultation and participation issue, including:

developing an action plan with positive performance indicators

identifying gaps and areas for improving processes

implementing, monitoring and reviewing processes.

During the above, the candidate must:

implement legal and organisational requirements

provide advice and support to others during implementation of process and recommend changes as required.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

internal and external sources of WHS information and data, and procedures for accessing them

communication networks, processes and formats required for consultation and participation processes

commonwealth and state/territory WHS laws and guidance material, in particular the parts relating to:

duties of persons conducting a business or undertaking (PCBUs), officers, workers and inspectors

duty holders

consultation, participation and representation

discriminatory, coercive and misleading conduct

workplace entry by WHS permit holders

formal and informal communication and consultation processes, and key personnel related to communication

impact of characteristics and composition of the workforce on WHS risk and WHS management, including:

communication skills

cultural background and diversity

gender

principles of coordination and cooperation

labour market changes

levels of language, literacy and numeracy skills in the workforce

structure and organisation of the workforce, including part-time, casual and contract workers, shift rosters and geographical location

workers with specific needs and limitations

key roles and responsibilities of personnel, including agents of change in workplace management structure

key features of organisational culture as it impacts on work team and consultation and participation processes

relevant organisational WHS policies, procedures, processes and systems

key features of the WHSMS and action plans as they apply to consultation and participation processes

key design principles for planning and implementing consultation and participation processes

key techniques for supporting and promoting consultation and participation processes

key tools and techniques for evaluating plans and processes for consultation and participation.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

reports from other parties consulted about design, implementation, management and review processes

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS531 Implement and evaluate system of work for managing hazardous chemicals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to implement a system of work for managing the use, handling, processing, storage, transportation and disposal of hazardous chemicals in the workplace; and to verify and validate the effectiveness of that system and the control methods in place against safety data sheet (SDS) requirements. The unit includes the application of the hierarchy of control measures, and applicable legislative requirements and licensing conditions imposed on the workplace in managing these hazardous chemicals.

The unit applies to those accountable for ensuring that a system of work is in place for managing hazardous chemicals in a specified work area. The system of work to be implemented protects all those potentially at risk in the workplace from exposure to hazardous chemicals, including internal and external personnel.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to implement safe system of work to manage hazardous chemicals in work area	1.1 Identify hazardous chemicals in work area according to legislative requirements and workplace procedures 1.2 Check that hazardous chemicals register and SDSs contain required information about identified chemicals 1.3 Consult with required personnel to address any identified deficiencies and update hazardous chemicals register and safe work method statements (SWMSs) according to legislative requirements 1.4 Assess risks associated with identified hazardous chemicals and their use, handling, processing, storage, transportation and disposal
2. Implement and monitor system of work for managing hazardous chemicals in work area	2.1 Establish suitable control methods and incident action plans within work area, consulting with required personnel and seeking external specialist advice as required 2.2 Communicate established control methods and incident action plans to required personnel according to legislative requirements and workplace procedures 2.3 Monitor work area activities, processes and procedures for compliance with established control methods, and SDSs and SWMSs requirements according to workplace procedures 2.4 Adjust system components in response to identified deficiencies, within scope of own role, or escalate with suitable personnel, according to workplace procedures
3. Verify and validate system effectiveness in managing hazardous chemicals in work area	3.1 Monitor work area safety records and information against expected benchmarks according to workplace procedures 3.2 Seek feedback from suitable personnel to inform system verification and validation process 3.3 Document outcomes of, and recommendations arising from, system verification and validation process according to legislative requirements and workplace procedures 3.4 Report outcomes of system verification and validation process to required personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets and critically analyses texts when managing hazardous chemicals Applies appropriate strategies to construct meaning from texts to assist in handling and storing hazardous chemicals
Writing	Updates hazardous chemicals registers, SWMS, reports and associated documentation according to organisational requirements Uses vocabulary, grammatical structure and conventions appropriate to text when developing documentation
Oral communication	Asks questions and actively listens to gather information about potential risk situations Provides information before, during and after hazardous chemicals situations using structure and language appropriate to the audience
Navigate the world of work	Contributes to broader goals in hazardous chemicals exposure contexts Identifies own legal rights and responsibilities as well as general legal principles in relation to hazardous chemicals Keeps up to date on changes to WHS laws relevant to own role and responsibilities, and considers their implications in hazardous chemical contexts
Interact with others	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction Takes a leadership role, as required, in supporting, consulting and liaising on hazardous chemicals incidents
Get the work done	Uses decision-making processes: sets and clarifies goals, gathers information, and identifies and evaluates several choices to determine appropriate storage and handling of hazardous chemicals

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS531 Implement and evaluate system of work for managing hazardous chemicals

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

implement a system of work for managing hazardous chemicals in one work area

verify and validate effectiveness of the implemented system of work.

During the above, the candidate must:

interpret requirements in safety data sheets (SDSs) and safe work method statements (SWMSs) relating to the hazardous chemicals identified in work area

select applicable higher-level controls.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

safe system of work for managing hazardous chemicals:

SDS and SWMS requirements relating to hazardous chemical use

SDS requirements relating to hazardous chemical storage, transport and disposal

control methods, including personal protective equipment (PPE) requirements

workplace procedures for:

identifying hazards and assessing risk associated with hazardous chemicals

selecting suitable control methods and incident action plans

monitoring work area activities for compliance with selected controls and plans

key principles of the hierarchy of control measures in eliminating or minimising exposure to hazards from chemicals

standards, legislative requirements and licensing conditions applicable to work area for managing hazardous chemicals, including:

Act/s pertaining to dangerous goods in the state or territory of operation, including transport and storage requirements

globally harmonised system of classification and labelling of chemicals (GHS): chemical classification and labelling requirements and protocols

environmental effects of hazardous chemicals in work area and disposal considerations set out in applicable SDSs

work area safety records and information to verify and validate effectiveness of system of work:

health records

first aid records

workplace exposure monitoring data.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace equipment and resources

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS603 Implement WHS risk management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0

Application

This unit describes the skills and knowledge required to implement work health and safety (WHS) risk management. It addresses the establishment, implementation, review and improvement of WHS risk management frameworks and processes.

It applies to people who apply advanced practical knowledge to coordinate, facilitate and maintain the WHS program within an organisation.

NOTE: The terms 'occupational health and safety' (OHS) and 'work health and safety' (WHS) are equivalent and generally either can be used in the workplace. In jurisdictions where the Model WHS Legislation has not been implemented RTOs are advised to contextualise the unit of competency by referring to the existing State/Territory OHS legislative requirements.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1 Manage effective WHS risk management consultation and participation processes	1.1 Identify individuals and parties who need to participate in, contribute to, and be consulted during each stage of WHS risk management 1.2 Apply knowledge of effective WHS consultation and participation processes to review existing consultation and participation processes 1.3 Modify existing consultation and participation processes and/or implement new processes to ensure effective consultation and participation during all stages of WHS risk management 1.4 Use consultation and participation processes to ensure WHS risk management processes are appropriate to the organisation and the WHS risks
2 Arrange for necessary resources during WHS risk management	2.1 Identify necessary resources required for each stage of WHS risk management 2.2 Budget for necessary resources 2.3 Procure resources and ensure availability as required
3 Review and improve existing WHS risk management processes	3.1 Access existing workplace WHS information and data 3.2 Identify existing WHS risk management processes 3.3 Consult with individuals and parties on WHS risk management processes 3.4 Review processes with regard to effectiveness of current risk controls, lessons learnt from events, changes in the internal and external contexts, emerging risks and performance against indicators 3.5 Use results of review to develop and implement effective WHS risk management
4 Establish the WHS risk management framework	4.1 Identify sources of information and data 4.2 Obtain information and data to determine the purposes, objectives, principles and framework of a systematic approach to WHS risk management
5 Establish the context for WHS risk management	5.1 Apply knowledge of WHS legislation to identify duty holders and legislative requirements for WHS risk management 5.2 Identify individuals and parties impacting on WHS risk management 5.3 Identify factors that will impact on WHS risk management 5.4 Establish context of the WHS risk management process 5.5 Define risk criteria
6 Assess risks	6.1 Apply knowledge of WHS hazards and risks to undertake hazard identification 6.2 Apply knowledge of WHS legislation, WHS risk assessment and workplace WHS information and data to undertake risk analysis and evaluation
7 Control risks	7.1 Apply knowledge of outcomes of risk assessment, WHS risk controls, and WHS legislation to select risk treatment options 7.2 Prepare and implement risk control measures
8 Monitor, review and record the WHS risk management process	8.1 Apply knowledge of the organisation’s WHS management system (WHSMS) to monitor and review WHS risk management 8.2 Apply knowledge of the organisation’s WHS information system (WHSIS) to record the WHS risk management process

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 3.1, 3.2, 3.4, 4.1, 4.2	Interprets and critically analyses complex texts to identify parties, processes, legislative requirements and other relevant information
Writing	1.3, 2.1, 2.2, 2.3, 3.5, 5.5, 6.2, 8.2	Develops and documents information related to risk management processes matching style of writing to purpose and audience Uses appropriate vocabulary, grammatical structure and organisational conventions to produce a range of documents
Oral communication	1.4, 3.3	Presents information using language appropriate to the audience Uses questioning and active listening to seek information and encourage participation
Numeracy	2.2, 3.4, 5.5, 6.2, 8.1, 8.2	Analyses and synthesises embedded mathematical information when using workplace data in risk analysis and evaluation Uses formal and informal oral and written mathematical language and representation to communicate about risk management processes, analysis, evaluation and monitoring
Navigate the world of work	1.1, 5.1, 5.2	Understands own legal rights and responsibilities and is extending understanding of general legal principles applicable across WHS risk management contexts Keeps up to date on changes to legislation or regulations relevant to own rights and responsibilities and considers implications of these when negotiating, planning and undertaking WHS risk management work
Interact with others	1.4, 3.3	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion when consulting on risk management processes
Get the work done	1.3, 2.1, 2.2, 2.3, 3.4, 3.5, 5.3, 5.4, 6.1, 6.2, 7.1, 7.2, 8.1, 8.2	Uses logical planning processes, and an increasingly intuitive understanding of context, to identify relevant information and risks, and to identify and evaluate alternative strategies and resources for risk management Uses systematic, analytical processes to select risk control options, setting goals, gathering relevant information, and identifying and evaluating options against agreed criteria Uses formal and informal processes to monitor implementation of solutions and reflect on outcomes of risk management processes Uses familiar digital systems and tools to access, organise, analyse and display information relevant to role

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBWHS603 Implement WHS risk management	BSBWHS603A Implement WHS risk management	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS603 Implement WHS risk management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

manage effective work health and safety (WHS) risk management consultation and participation processes including:

identifying those who need to be involved

reviewing and improving exiting processes

ensuring processes are appropriate to the organisation and WHS risks

arrange for necessary resources during WHS risk management, including:

identifying and budgeting for requirements

procuring resources and ensuring availability

review and improve existing WHS risk management processes, including:

using workplace information and data

consulting with individuals and parties

considering effectiveness, current risk controls, lessons learnt from events, changes in the internal and external contexts, emerging risks and performance against indicators

develop a WHS risk management framework including:

using suitable sources of information and data to determine the purposes, objectives, principles and structure

establish the context for WHS risk management including:

identifying duty holders, legislative requirements, impacting individuals, parties and factors

defining risk criteria

assess risks including:

identifying hazards

undertaking risk analysis and evaluation

addressing requirements of WHS legislation, WHS risk assessment and workplace WHS information and data

control risks including:

selecting from control options according to outcomes of risk assessment, WHS hazards and risk controls, and WHS legislation

preparing and implementing risk control measures

monitor and review the WHS risk management process according to the organisation’s WHS management system (WHSMS) requirements

record the WHS risk management process according to the organisation’s WHS information system (WHSIS) requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain different definitions of hazard and risk and how they are used by different individuals and parties

outline internal and external sources of WHS information and data and how to access them

identify organisational WHS policies, procedures, processes and systems

identify other functional areas that impact on the management of WHS

describe the principles and practices of a systematic approach to managing WHS

describe the principles of duty of care, including concepts of causation, foreseeability and preventability

describe the principles of incident causation and injury processes

list a range of risk analysis and assessment techniques and tools and their application and limitations

outline relevant and applicable Australian legislation, standards and publications

define risk as the effect of uncertainty on objectives

define risk management as a duty of persons conducting businesses or undertakings (PCBUs) or officers under WHS legislation

give examples of standard industry risk controls for a range of hazards

outline techniques, tools and processes for identifying health and safety hazards and controlling risks:

hazard and risk checklists

hazard hunts

job safety analyses

manifests and registers, including for dangerous goods, hazardous chemicals and plant

safe work method statements

surveys using questionnaires, interviews and other survey techniques

workplace inspections and walk-throughs

describe toxicology of hazardous chemicals and potential health effects in the workplace.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced by individuals carrying out work health and safety duties in the workplace and include access to:

office equipment and resources

relevant WHS legislation, standards and guidelines

workplace policies and procedures

reports from other parties consulted during the approach to WHS risk management

case studies and, where possible, real situations

interaction with others.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS605 Develop, implement and maintain WHS management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to develop, implement and maintain a Work Health and Safety management system (WHSMS) or parts of a WHSMS.

It applies to individuals with organisational responsibilities and who have advanced practical knowledge required to coordinate, facilitate and maintain the WHS program in an organisation.

NOTE: The terms 'occupational health and safety' (OHS) and 'work health and safety' (WHS) are equivalent and generally either can be used in the workplace. In jurisdictions where the Model WHS Legislation has not been implemented RTOs are advised to contextualise the unit of competency by referring to the existing State/Territory OHS legislative requirements.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1 Support and facilitate the implementation of a WHSMS	1.1 Determine the form, content, purposes and functions of a WHSMS appropriate to the organisation and its WHS risks 1.2 Consult effectively with individuals and parties about the form, content, purposes and functions of a WHSMS and its implementation 1.3 Facilitate agreement of individuals and parties to implementing a WHSMS
2 Develop WHS policy and commitment to a WHSMS	2.1 Communicate to individuals and parties the WHS policy requirements and commitment requirements to implement a WHSMS 2.2 Develop and implement an initial WHS review, as required, appropriate to own job role 2.3 Develop WHS policy that meets organisational requirements and is appropriate to the organisation 2.4 Facilitate and support the participation of, and consultation with, individuals and parties in developing and agreeing to WHS policy 2.5 Document WHS policy and communicate it to individuals and parties
3 Develop a WHS plan	3.1 Communicate to individuals and parties the requirements of a WHS plan 3.2 Work with individuals and parties to produce a WHS plan appropriate to the organisation, that meets requirements 3.3 Facilitate and support the participation of, and consultation with, individuals and parties in developing and agreeing to a WHS plan
4 Implement the WHS plan	4.1 Communicate to individuals and parties the WHS plan implementation requirements, as appropriate to the organisation 4.2 Facilitate and support the participation of, and consultation with, individuals and parties in implementing the WHS plan 4.3 Work with individuals and parties to ensure policies, procedures, processes and systems support implementation of the WHS plan, according to own job role
5 Measure and evaluate WHS performance	5.1 Communicate to individuals and parties the measurement and evaluation requirements of the WHS plan as appropriate to the organisation 5.2 Facilitate and support the participation of, and consultation with, individuals and parties in measuring and evaluating WHS performance 5.3 Assess policies, procedures, systems and processes in relation to their ability to support implementation of the WHS plan, according to own job role
6 Review and improve the WHSMS	6.1 Communicate to individuals and parties the review and improvement requirements of the WHSMS as appropriate to the organisation 6.2 Facilitate and support the participation of, and consultation with, individuals and parties in reviewing and improving the WHSMS 6.3 Document review outcomes and suggested WHSMS improvements, according to own job role and submit to management for consideration

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	2.1, 2.3, 3.2, 5.1, 5.3, 6.1	Interprets and critically analyses and applies appropriate strategies to construct meaning from complex texts, in relation to determining requirements of the WHSMS and WHS plan and policy
Writing	2.1, 2.2, 2.3, 2.5, 3.1, 3.2, 4.1, 5.1, 6.1, 6.3	Communicates complex relationships between ideas and information, matching style of writing to purpose and audience Displays knowledge of structure and layout employing broad vocabulary, grammatical structure and conventions appropriate to text
Oral communication	2.1, 2.5, 3.1, 4.1, 5.1, 6.1	Presents information or recommendations using language appropriate to the audience Uses questioning and active listening to seek clarification or confirm understanding
Numeracy	5.1, 5.2	Extracts and evaluates the mathematical information embedded in a range of tasks and texts in measuring and evaluating WHS performance Selects from, and applies, an expanding range of mathematical and problem solving strategies measuring and evaluating WHS performance
Navigate the world of work	2.3, 4.1	Works independently and collectively within broad parameters, with a strong sense of responsibility and ownership of goals, plans, decisions and outcomes in development of WHS policy and plans
Interact with others	1.2, 1.3, 2.4, 3.2, 3.3, 4.2, 4.3, 5.2, 6.2	Selects appropriate communication protocols and conventions in developing WHS policy and plans Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction and influencing direction
Get the work done	1.1, 2.2, 2.3, 2.4, 4.3, 5.2, 5.3, 6.3	Develops plans to manage relatively complex, non-routine tasks with an awareness of how they contribute to operational and strategic goals Sequences and schedules complex activities, monitors implementation and manages relevant communication Uses systematic, analytical processes in complex, non-routine situations, setting goals, gathering relevant information, and identifying and evaluating options against agreed criteria in relation to implementation of WHS plan Uses analytical processes to decide on a course of action, establishing criteria for deciding between options, and seeking input and advice from others before taking action when necessary Uses digital tools and systems to complete routine tasks, adapting some functions to improve personal efficiency in consultation, measurement and reporting

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
BSBWHS605 Develop, implement and maintain WHS management systems	BSBWHS605A Develop, implement and maintain WHS management systems	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS605 Develop, implement and maintain WHS management systems

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

support and facilitate the implementation of a work health and safety management system (WHSMS) including:

determining form, content, purposes and functions

consulting and gaining agreement

develop work health and safety (WHS) policy and commitment to a WHSMS including:

communicating requirements

developing and implementing an initial review

meeting organisational requirements

facilitating and supporting consultation and participation

documenting and communicating the policy

develop a WHS plan including:

communicating requirements

collaborating with others

facilitating and supporting consultation and participation

implement a WHS plan including:

communicating requirements

facilitating and supporting consultation and participation

collaborating to ensure policies, procedures, processes and systems support WHS plan implementation

measure and evaluate WHS performance including:

communicating requirements

facilitating and supporting consultation and participation

assessing policies, procedures, systems and processes for ability to support WHS plan implementation

review and improve the WHSMS including:

communicating requirements

facilitating and supporting consultation and participation

documenting and reporting outcomes and suggested improvements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

give examples of barriers to WHSMS implementation and strategies to overcome them

describe the nature of information and data that provide valid and reliable measures of WHS performance and WHSMS, including positive performance indicators

outline relevant Commonwealth and state or territory WHS Acts, regulations, codes of practice, standards, guidance material and other relevant publications

outline requirements for recordkeeping that address WHS, privacy and other relevant legislation

describe the structure and functions of a WHSMS

summarise WHSMS certification and auditing standards, processes and requirements.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced by individuals carrying out work health and safety duties in the workplace and include access to:

office equipment and resources

workplace WHS policies and procedures

relevant Acts, regulations, codes of practice, standards and guidance materials.

case studies and, where possible, real situations

interaction with others

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS611 Develop and implement strategies that support work-related psychological health and safety

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to develop, implement and evaluate strategies that support work-related psychological health and safety and the control of work-related psychosocial hazards.

The unit applies to those who are in a position to apply the principles of work-related psychological health and safety risk management to develop appropriate strategies in their organisation. These people work in a range of WHS roles across all industries, and apply a substantial knowledge base and well-developed skills in a wide variety of WHS contexts.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia (SWA) for further information.

3. Safe Work Australia national guidance material refers to ‘psychosocial hazards or factors’ as ‘anything in the design or management of work that increases the risk of work-related stress’ and states that ‘work-related stress if prolonged and/or severe can cause both psychological and physical injury’. (SWA, Work-related psychological health and safety: A systematic approach to meeting your duties)

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop strategies that support work-related psychological health and safety	1.1 Access and assess information and data relevant to creating and sustaining a psychologically healthy and safe workplace 1.2 Review organisation’s work-related psychosocial hazard register, associated risk assessments and identified risk controls 1.3 Review complaints and incidents relating to work-related psychological health and safety, and associated psychosocial hazards 1.4 Collaborate with others to develop strategies that maintain work-related psychological health and safety 1.5 Document strategies according to organisational policies and procedures
2. Implement developed strategies that support work-related psychological health and safety	2.1 Consult with required personnel to confirm their roles and responsibilities in relation to work-related psychological health and safety strategies 2.2 Communicate work-related psychological health and safety strategies to required personnel 2.3 Identify, disseminate and promote current information and data relating to implemented strategies 2.4 Identify situations where specialist support is required and access support as needed 2.5 Identify and address training needs for relevant stakeholders in identifying and managing risks to work-related psychological health and safety
3. Evaluate implemented strategies that support work-related psychological health and safety	3.1 Establish processes and procedures for evaluating effectiveness of implemented work-related psychological health and safety strategies 3.2 Seek feedback on implemented strategies from internal and, as required, external stakeholders 3.3 Apply established evaluation processes and procedures 3.4 Adjust strategy components in response to evaluation outcomes and feedback received 3.5 Document and communicate evaluation outcomes to required personnel according to organisational policies and procedures 3.6 Document required enhancements to work-related psychological health and safety strategies arising from evaluation activities

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets and analyses internal and external organisational texts relevant to work-related psychological health and safety requirements
Writing	Communicates information about work-related psychological health and safety strategies, matching style of writing to purpose and audience Drafts and develops required documents using appropriate vocabulary, grammatical structure and required conventions
Oral communication	Presents information and ideas using vocabulary appropriate to audience and context Uses questioning and active listening to facilitate discussion, seek clarification, confirm understanding and seek feedback Communicates effectively, taking into consideration confidentiality and privacy of individuals
Numeracy	Extracts and evaluates information and data from work-related psychological health and safety documents Uses oral and written mathematical language and graphical representation to communicate
Navigate the world of work	Identifies own and others’ legal rights and responsibilities relating to work-related psychological health and safety
Interact with others	Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction and influencing direction
Get the work done	Uses logical planning processes and understanding of context to plan work-related health and safety strategies Sequences and schedules strategies, monitors their implementation and manages relevant communication Uses systematic and analytical processes in complex, non-routine situations: sets goals, gathers relevant information, and identifies and evaluates options against agreed criteria Identifies and anticipates problems and promotes appropriate resources and information, as required

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS611 Develop and implement strategies that support work-related psychological health and safety

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

develop and implement an organisational strategy to support work-related psychological health and safety

evaluate effectiveness of the implemented strategy.

During the above, the candidate must:

provide information to stakeholders about how to implement strategy and its associated procedures, using effective communication methods

store records and information according to required privacy and confidentiality protocols.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

commonwealth and state/territory WHS laws and other relevant publications and guidelines relating to information and data, consultation, participation and work-related psychological health and safety, including:

Safe Work Australia national guidance material Work-related psychological health and safety: A systematic approach to meeting your duties

workplace factors that support or detract from work-related psychological health and safety

features of strategies that support work-related psychological health and safety, including:

organisational systems and protocols for managing risk and providing information to relevant stakeholders about how to report work-related psychological health and safety concerns

organisational systems and protocols for reporting and communicating intervention strategies

procedures for reporting work-related psychological health and safety incidents and complaints

procedures for supporting individuals and/or parties impacted by work-related psychological health and safety, including referring to appropriate resources

methods for providing individuals with information and resources for managing own work-related psychological health and safety

communication and consultation processes that promote work-related psychological health and safety

resources required to support strategy implementation, including supportive technology

organisational information, data and procedures that support implementation of work-related psychological health and safety strategies

processes and procedures for evaluating effectiveness of implemented work-related psychological health and safety strategies

internal and external sources of information and data about work-related psychosocial hazards and risks, and how to access them

requirements for recordkeeping that use and store personal information according to privacy and confidentiality laws, and organisational policies, procedures, processes and systems

work-related psychological health and safety duties of persons conducting a business or undertaking (PCBUs), officers and workers in relation to WHS risks.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

organisational documentation, information and data

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS612 Develop and implement a strategy to support a positive WHS culture

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to support the development of a strategy that embeds and promotes a just work health and safety (WHS) culture in a workplace. It includes facilitating workforce commitment to implementation and continuous improvement of the strategy, specifically from those in leadership positions. It also involves supporting organisational learning and development to strengthen the WHS culture in the workplace.

The unit applies to those responsible for directly supporting the development of workplace WHS culture.

NOTES

1. For the purposes of this unit of competency ‘WHS culture’ is defined as the shared values, attitudes, perceptions, competencies and patterns of behaviour that determine the commitment to, and the style and proficiency of, an organisation’s health and safety management. Organisations with a just WHS culture are characterised by communications founded on mutual trust, by shared perceptions of the importance of safety, and by confidence in the efficacy of preventive measures.

2. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

3. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Assess current state of organisation’s WHS culture	1.1 Analyse current good practice theories, programs and policies about organisational WHS culture 1.2 Assess current organisational WHS-related compliance with identified good practice according to organisational policies and procedures 1.3 Document assessment outcomes according to organisational policies and procedures 1.4 Communicate desired WHS culture to required personnel
2. Develop a strategy for creating a positive WHS culture	2.1 Identify current and future organisational priorities and objectives for WHS culture 2.2 Determine resourcing required to implement a leadership-driven WHS culture 2.3 Develop policies and procedures to support identified priorities and objectives in consultation with required personnel 2.4 Develop key performance indicators (KPIs) for measuring WHS culture according to organisational policies and procedures 2.5 Document strategy for creating a positive WHS culture and communicate it to required personnel
3. Implement developed strategy	3.1 Establish roles and responsibilities relating to strategy implementation 3.2 Consult with required personnel to confirm their roles and responsibilities in relation to leadership and strategy implementation 3.3 Lead implementation of strategy for creating a positive WHS culture 3.4 Disseminate information and data that promote WHS culture to required personnel, according to organisational policies and procedures 3.5 Identify and address learning and development needs of workforce in adopting policies and procedures relating to WHS culture
4. Monitor and evaluate strategy that supports WHS culture	4.1 Establish processes and procedures for evaluating effectiveness of implemented strategy against established KPIs 4.2 Seek feedback on implemented strategy from internal stakeholders, and external stakeholders as required 4.3 Apply established evaluation processes and procedures 4.4 Document evaluation outcomes and communicate them to required personnel according to organisational policies and procedures 4.5 Adjust strategy components in response to evaluation outcomes and feedback received 4.6 Establish and implement future review mechanisms to ensure continuous improvement of WHS culture that reflects desired culture

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets detailed information and theories relating to workplace WHS culture Interprets evaluation feedback
Writing	Uses clear and precise language to develop policies, procedures, strategies and objectives Develops strategy documentation in required format
Oral communication	Discusses and seeks information using appropriate structure and language for the particular audience Uses questioning and active listening to clarify or confirm understanding
Numeracy	Interprets, analyses and presents data relating to strategy, including KPIs
Navigate the world of work	Takes a lead role in the support and development of a WHS strategy
Interact with others	Uses a variety of communication tools and techniques to promote objectives and awareness of a positive WHS culture Uses inclusive and collaborative techniques to seek feedback and consults with a range of stakeholders Works with leadership team to support their active involvement in strategy implementation
Get the work done	Plans, organises and implements activities required to achieve strategic priorities and outcomes, including consulting with others and sequencing initiatives to ensure strategy awareness

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS612 Develop and implement a strategy to support a positive WHS culture

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

develop and implement a strategy that embeds a positive work health and safety (WHS) culture in an organisation

evaluate implemented strategy.

During the above, the candidate must:

identify theories and information relevant to developing this strategy

report effectiveness of WHS culture to required personnel

communicate effectively with leadership team and other required personnel

review implemented strategy and identify opportunities for its continuous improvement.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

legislative requirements relating to WHS culture, including privacy and confidentiality considerations of WHS records and information

internal and external sources of information relating to theories, programs and policies about WHS culture

organisational policies and procedures for:

assessing information about the current WHS culture in the organisation

developing key performance indicators relating to WHS culture

evaluating implementation of strategy and documenting outcomes of evaluation

using feedback tools and obtaining feedback

establishing and supporting workforce learning and development needs

key features of a positive WHS culture

key features of good-practice strategies for creating a positive WHS culture

communication and consultation processes relating to creating a positive WHS culture and strategy implementation

workforce factors impacting on WHS culture, including:

workforce language, literacy and cultural profiles

organisational behaviour

leadership attitudes and behaviour

roles and responsibilities of personnel involved in developing, implementing and promoting a strategy for WHS culture.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

WHS laws relating to WHS culture

organisational documentation, information and data relating to strategy developed for the performance evidence

real situations and, where possible, case studies

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS613 Evaluate the WHS performance of an organisation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to evaluate the effectiveness of an organisation’s work health and safety (WHS) performance, including its hazard identification and WHS risk management arrangements, its processes for monitoring performance, and the outcomes of its WHS management arrangements. It also incorporates assessing and advising on compliance with established benchmarks and required legislation.

The unit applies to those who apply advanced practical knowledge to coordinate, facilitate and maintain the WHS program in an organisation.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate effectiveness of organisation’s WHS hazard identification arrangements	1.1 Identify workplace hazard identification activities and compare them with organisational WHS policies and procedures 1.2 Examine products, processes and systems to determine whether hazards of long latency and low frequency/high consequence are included and controlled 1.3 Examine products, processes and systems to determine whether risks to persons other than workers are identified and controlled 1.4 Identify organisational factors that impact on hazard identification 1.5 Review outcomes of examinations with specialist personnel, as required 1.6 Document outcomes of examination and report to required personnel according to organisational policies and procedures
2. Evaluate effectiveness of organisation’s WHS risk management arrangements	2.1 Evaluate appropriateness of the organisation’s risk assessment tools and processes 2.2 Assess outcomes of risk assessment processes with regard to validity, reliability and inclusion of all major WHS risks 2.3 Evaluate implemented risk controls for suitability and effectiveness in relation to the organisation’s management of WHS 2.4 Document evaluation outcomes and distribute as required according to organisational policies and procedures
3. Evaluate effectiveness of organisation’s WHS monitoring processes	3.1 Identify organisational processes to monitor implementation and status of WHS management 3.2 Evaluate quality of information and data obtained from monitoring processes 3.3 Review effectiveness of communication and reporting processes in relation to monitoring the management of WHS 3.4 Evaluate management’s response to issues identified by the monitoring processes 3.5 Document outcomes of evaluation of compliance and report to required personnel
4. Assess and advise on organisation’s WHS compliance with established benchmarks and required legislation	4.1 Identify industry benchmarks and required legislation 4.2 Undertake systematic analysis to assess WHS compliance with established benchmarks and required legislation 4.3 Identify and make recommendations to rectify WHS noncompliance with established benchmarks and required legislation 4.4 Provide advice on compliance and noncompliance with WHS laws with regard to organisation’s WHS management arrangements 4.5 Document outcomes of compliance assessment and report to required personnel
5. Assess outcomes of organisation’s WHS management arrangements	5.1 Identify organisational processes to be assessed 5.2 Evaluate performance indicators, including positive performance indicators (PPIs), to determine whether they provide a true, reliable and timely measure of effectiveness of organisation’s WHS management 5.3 Compare reported performance with evidence gathered, and document differences and noted trends 5.4 Evaluate WHS performance outcomes and document them in a clear and objective manner 5.5 Determine whether arrangements for managing WHS have produced improvement in WHS management 5.6 Document outcomes of assessment and report to required personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets, analyses and evaluates complex organisational texts in relation to WHS policies, procedures, systems, and management arrangements
Writing	Documents information about performance evaluation and compliance, matching style of writing to purpose and audience Uses appropriate vocabulary, grammatical structure and organisational conventions to produce required documents
Oral communication	Presents information, evaluation outcomes and recommendations using language appropriate to audience Uses questioning and active listening to seek clarification or confirm understanding
Numeracy	Extracts, analyses and synthesises mathematical information in a range of workplace sources Selects from a range of mathematical and problem-solving strategies and techniques to evaluate WHS data for a range of purposes, including to identify trends Uses formal and informal oral and written mathematical language and representation to communicate about WHS risk management, evaluation and monitoring
Navigate the world of work	Keeps up to date on changes to WHS laws or regulations relevant to own role and responsibilities, and considers their implications when negotiating, planning and undertaking work
Interact with others	Recognises and applies the protocols governing what, with whom and how to communicate when working with specialist personnel
Get the work done	Uses logical planning processes and an increasingly intuitive understanding of context, to identify relevant information and risks, and to identify and evaluate alternative strategies and resources Reviews WHS management using systematic and analytical processes to set criteria, gather relevant information, and identify and evaluate options against agreed criteria Applies formal problem-solving processes when identifying factors impacting on WHS, resolving complex issues in manageable parts Uses a range of digitally-based technology and applications to access and filter data, and to extract, organise, integrate and share relevant information

Unit Mapping Information

Supersedes and is equivalent to BSBWHS604 Evaluate the WHS performance of organisations.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS613 Evaluate the WHS performance of an organisation

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

evaluate and report on the effectiveness of the work health and safety (WHS) performance of at least one organisation.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

WHS laws, guidance material and links to other legislation relevant to organisation’s WHS performance, including:

hazard-specific WHS laws

requirements for recordkeeping

requirements for reporting, including obligations for notification and reporting of incidents

WHS information and data

WHS consultation and participation

roles of persons conducting a business or undertaking (PCBUs) or officers under WHS laws

organisational WHS policies, procedures, processes and systems, including those for:

developing WHS performance assessment tools, including positive performance indicators (PPIs)

formal and informal communication and consultation processes

collecting information and data

providing evidence of compliance with WHS laws

recordkeeping

legal liability in relation to providing advice

nature and use of information and data that provide valid and reliable results about performance of WHS risk-management processes and PPIs, and limitations of other types of measures

nature of workplace processes (workflow, planning and control) and WHS hazards relevant to workplace

principles and practices of a systematic approach to managing WHS

roles and responsibilities in relation to communication and consultation

sampling methodologies and applications and related statistical measures

methodologies for identifying and representing trends in performance data

standard industry risk controls for a range of WHS hazards

techniques, tools and processes for identifying WHS hazards and controlling associated risks, and their limitations.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

workplace strategic and operational plans, policies and procedures

WHS information and data

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS614 Conduct a WHS audit under the guidance of a lead auditor

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to conduct a work health and safety (WHS) audit in a work area to establish if an organisation is implementing planned arrangements for managing WHS risks. It involves systematic examination against audit criteria to determine compliance against identified benchmark criteria.

The unit applies to those required to conduct a WHS audit under the guidance of a lead auditor. The WHS audit may be conducted by an individual or by a team, and may be concurrent with other management system audits or conducted as a standalone exercise.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for WHS audit under the guidance of the lead auditor	1.1 Define scope, objectives and benchmarks of audit under lead auditor’s guidance 1.2 Identify and obtain relevant documentation about operation of organisation 1.3 Identify and arrange resources required to conduct audit under lead auditor’s guidance 1.4 Assign timing, schedule and responsibilities for audit under lead auditor’s guidance 1.5 Develop draft audit plan according to organisational policies and procedures under lead auditor’s guidance 1.6 Submit draft audit plan to required personnel for consultation and feedback 1.7 Finalise documented plan in response to feedback and distribute to required personnel
2. Select audit tools suitable to nature and scope of WHS audit under the guidance of the lead auditor	2.1 Confirm own and lead auditor role in tool selection process with lead auditor 2.2 Identify range of available WHS audit tools and assess their suitability for intended purpose and work area 2.3 Establish that audit tools can be used with consistent outcomes by all members of audit team 2.4 Review audit tools to ensure they enable collection of evidence in a timely and efficient manner 2.5 Trial audit tools and modify as required
3. Undertake WHS audit activities in work area under the guidance of the lead auditor	3.1 Confirm own and lead auditor role in WHS audit activities with lead auditor 3.2 Undertake preliminary audit meetings and work area familiarisation 3.3 Use selected audit tools and consult with stakeholders to gather WHS information, data and records about work area, as required by the audit plan and according to organisational requirements, standards for safe work practices and applicable WHS laws 3.4 Promptly report uncontrolled hazards and related assessed risks identified during audit to key personnel, stakeholders and/or person in control of workplace 3.5 Note discrepancies in risk controls and risk management arrangements, and reasons for discrepancies, according to organisational policies and procedures 3.6 Check reliability and validity of WHS information, data and records supporting audit activities with required sources 3.7 Undertake exit audit meetings with required personnel and stakeholders
4. Report on outcomes of WHS audit	4.1 Compare results of audit with audit benchmark criteria 4.2 Develop summary audit findings and recommendations, consulting with stakeholders as required 4.3 Present summary audit findings and recommendations to key personnel 4.4 Document final audit outcomes according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets and analyses legislative and organisational texts relevant to WHS audit requirements Reviews and interprets information and data gathered during audit activities
Writing	Communicates information about audit plan, matching style of writing to purpose and audience Drafts and develops required documents using appropriate vocabulary, grammatical structure and organisational conventions
Oral communication	Presents information and ideas using vocabulary appropriate to audience and context Uses questioning and active listening to facilitate discussion, seek clarification and confirm understanding
Numeracy	Extracts and evaluates mathematical information embedded in audit data and records Applies mathematical processes to set timeframes and compare or contrast data
Navigate the world of work	Identifies own and others’ legal responsibilities in relation to WHS audit advice Keeps up to date on changes to WHS laws relevant to audit, and considers their implications when negotiating, planning and undertaking work
Interact with others	Applies the protocols governing what, with whom and how to communicate when gathering evidence and consulting Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role on occasion Negotiates agreement on the best course of action regarding audit recommendations
Get the work done	Uses logical planning processes and understanding of context to plan for audit Sequences and schedules activities, monitors implementation and manages relevant communication Involves others in the selection of audit tools or methods, using consultative or collaborative processes as part of the decision-making process when appropriate Maintains systematic records of data-gathering activities Uses systematic and analytical processes in non-routine situations: sets goals, gathers relevant information, and identifies and evaluates options against agreed benchmark criteria Uses digital systems and tools to access, record, organise, analyse and display information Validates audit findings and reflects organisational constraints and challenges in audit recommendations

Unit Mapping Information

Supersedes and is equivalent to BSBWHS606 Conduct a WHS audit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS614 Conduct a WHS audit under the guidance of a lead auditor

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

prepare for and conduct one work health and safety (WHS) audit under the guidance of a lead auditor.

During the above, the candidate must:

outline purpose, scope and objectives of audit in a preliminary meeting

develop and implement a WHS audit plan suited to the work area, which reflects nature and scope of required audit

select, develop, trial and modify WHS audit tools suited to audit and work area

gather information, data and WHS records, consulting required range of workplace personnel

report on WHS audit outcomes

make recommendations in areas where improvements are identified

work effectively under the guidance of a lead auditor.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

WHS legislative responsibilities, duties and obligations of managers, supervisors, workers and persons conducting a business or undertaking (PCBUs) or officers

WHS legislative requirements regarding:

communication, consultation and participation processes in a WHS audit

notification of incidents

audit recordkeeping

hazard identification and risk assessment methods

procedures for identifying WHS audit tools and assessing their suitability

nature and use of information and data that provide valid and reliable results about performance of WHS risk-management processes and positive performance indicators, and limitations of other types of measures

key components of a WHS audit plan, including:

nature of information and data to be collected

key audit personnel

information and data collection strategies that ensure security, confidentiality, impartiality and equity

process that includes opportunities for corroborating performance evidence collected

principles and practices of WHS audit, including:

reflecting understanding of nature of workplace, work processes, and hazards and controls relevant to workplace

methods for collecting reliable WHS information and data

methods for interviewing those subject to audit, including arrangements to validate audit findings

strategies for addressing commonly encountered problems in collection, and adapting to contingencies as they arise to meet WHS legislative and audit outcome requirements

methods for collecting evidence of compliance with WHS laws

consulting with required personnel, including lead auditor

key components of audit findings, including:

recommendations

non-compliances, uncontrolled hazards and associated risks

objective evidence and rationale

procedures for developing and using benchmark criteria during WHS audit, including positive performance indicators (PPIs)

features of good-practice WHS audit tools

internal and external sources of WHS information and data, and procedures for accessing them

requirements for recordkeeping that address WHS, privacy, confidentiality and other legislative requirements

roles and responsibilities of internal and external personnel as they apply to WHS audit

legal liability in relation to providing WHS audit advice

role of lead auditor and own relationship to lead auditor.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

lead auditor

organisational documentation, information and data required for WHS audits

WHS laws, and organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS616 Apply safe design principles to control WHS risks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to apply safe design principles to control work health and safety (WHS) risks in a product’s life cycle. It involves engaging at different points of the supply chain to provide advice based on safe design principles. The central feature of safe design is the application of relevant information and data about human experience, capabilities and behaviour to the design of objects, facilities, procedures and environments that people use.

The unit applies to those who apply the principles of safe design in their organisation, which may be at one or more stages of the product’s life cycle, including procurement, installation, operation and disposal. Products may refer to plant, tools and equipment. The application of safe design principles aims to eliminate or minimise hazards and their associated risks before an existing product, or a product being developed or modified, is introduced into the workplace.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. For the purposes of this unit of competency ‘safe design’ refers to a process defined as the integration of hazard identification and risk assessment methods to eliminate or minimise the risk of injury throughout the life cycle of plant, tool or equipment being designed.

3. For the purposes of this unit of competency a ‘product’ refers to any plant, tool or equipment.

4. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1 Advise on WHS principles that support safe design	1.1 Advise decision-makers of their duties under WHS laws to manage WHS risks throughout a product’s life cycle 1.2 Source and make available to decision-makers the most current information and data on WHS principles, materials, technology and systems that apply to product design 1.3 Advise on methods and tools that can support WHS hazard identification and WHS risk assessment throughout a product’s life cycle 1.4 Identify and address learning and development needs of decision-makers to manage WHS risks that may arise during a product’s life cycle, including during its design phase 1.5 Advise on consultation with known and/or potential users of the product during the design phase, according to organisational policies and procedures 1.6 Identify situations where specialist and other advisers may be required to support safe design activities
2 Advise on systematic approach to WHS risk management for safe design	2.1 Advise on selection and implementation of required WHS risk controls in design, based on the hierarchy of control measures 2.2 Advise on documentation requirements relating to decision-making during risk assessment process 2.3 Advise on establishment of a residual WHS risk register and distribution of this information to those involved in downstream or subsequent product life-cycle stages 2.4 Advise on monitoring the design as it evolves, to identify and manage potential WHS hazards that may arise during product life cycle and their associated risks 2.5 Identify and address learning and development needs of decision-makers in relation to managing design-related WHS risks in a product’s life cycle
3 Advise on consultation processes in product’s life cycle	3.1 Support decision-makers in considering the needs of those using or interacting with product throughout its life cycle 3.2 Facilitate involvement of technical experts as required according to organisational processes and procedures 3.3 Advise on consultation arrangements with required personnel during all phases of design process to identify WHS hazards and control WHS risks that may occur throughout a product’s life cycle 3.4 Advise on communicating residual WHS risks in product to those who will use or interact with the product throughout its life cycle
4 Advise on procurement systems to minimise ‘purchased’ WHS hazards and their associated risks	4.1 Advise decision-makers involved in purchasing and contractual arrangements to include requirements to identify WHS hazards and control WHS risks, and to provide information and data on residual WHS risks as part of procurement process 4.2 Advise on including a requirement to carry out a safe design approach in the design brief or draft specifications

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets and analyses legislative and organisational texts relevant to safe design
Writing	Develops advice and recommendations about safe design, matching style of writing to purpose and audience
Oral communication	Presents information and advice using language appropriate to audience Uses questioning and active listening to seek information and confirm understanding
Numeracy	Selects from and applies a range of mathematical strategies to interpret and analyse mathematical information embedded in a range of texts Applies mathematical processes to assess risk levels Uses oral and written mathematical language and representation to communicate advice on WHS risk management in safe product design
Navigate the world of work	Applies legal responsibilities to WHS product design compliance contexts Keeps up to date on changes to WHS laws relevant to own role and responsibilities, and considers their implications when advising on compliance in relation to product design
Interact with others	Actively identifies requirements of communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience Monitors impact of communication exchanges when providing advice that relates to safe design Collaborates with others to achieve joint outcomes, playing an active role in facilitating effective group interaction, influencing direction and taking a leadership role
Get the work done	Uses logical planning processes and understanding of context to organise training and identify specialist needs Uses systematic and analytical processes in complex, non-routine situations: sets goals, gathers relevant information, identifies and evaluates options against agreed criteria, and seeks input and advice from others before taking necessary action Identifies the potential of new approaches to product life-cycle risk management to enhance safe design work practices and outcomes Uses digital systems and tools to access, record, organise, analyse, display and share information

Unit Mapping Information

Supersedes and is equivalent to BSBWHS609 Advise on the application of safe design principles to control WHS risks.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS616 Apply safe design principles to control WHS risks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

apply safe design principles to control work health and safety (WHS) risks that may occur throughout the life cycle of at least two different products.

During the above, the candidate must:

provide advice based on WHS legislative requirements and safe design principles in relation to:

developing a systematic WHS risk-management approach to safe design

consultation processes relating to safe design in a product’s life cycle

procurement systems to minimise ‘purchased’ WHS hazards and their associated risks.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

commonwealth and state/territory WHS laws, publications and guidelines relating to consultation, participation and safe design, including:

Safe Work Australia codes of practice and guidance information that relate to safe design

requirements for managing WHS risks and implementing controls at each life-cycle stage of a product

requirements relating to consultation processes

legislative duties of persons conducting a business or undertaking (PCBUs) or officers who are designers or are responsible for safe design processes

factors involved in selecting WHS risk controls for product design, including:

ensuring that level and reliability of risk control is commensurate with likelihood and impact of risk

impact on safety of alterations to product during its life

minimising impact of possible failure or defect by ensuring controls include fail-safe action

WHS principles, materials, technology and systems that apply to product design

internal and external sources of WHS information and data, and procedures for accessing them

human cognitive and perceptual capabilities and other basic factors relevant to the safe design of products in the performance evidence

factors affecting safe design, including work-related psychosocial factors, occupational violence, shift work, repetitive work, awkward postures, lighting, thermal environment and work layout

principles of anthropometry and biomechanics as they relate to safe design principles to control WHS risks

communication and consultation processes, and key personnel related to communication

hierarchy of control measures and criteria for choosing between different WHS risk controls

key personnel, including change agents, within workplace management structure

legal liability in relation to providing advice

organisational behaviour and culture as they impact on WHS, and on change

WHS risk management and the principles and practices of a systematic approach to WHS management.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

reports from other parties consulted about WHS risk in a product’s life cycle

legislation, standards, guidelines, research and industry data required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS617 Apply ergonomics to manage WHS risks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to apply the principles, processes and methods of ergonomics to work health and safety (WHS) risk management, and to the enhancement of WHS-related planning and design activities and processes.

The unit applies to those who manage WHS risks and who need to consider the role ergonomics plays in this process. These individuals will apply advanced skills and knowledge to coordinate, facilitate and maintain the WHS program in an organisation. This role may involve working with ergonomists or human-factor specialists.

NOTES

1. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

2. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

3. Ergonomics applies theories, principles, data and methods to design in order to optimise human wellbeing and overall system performance.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Apply ergonomics to WHS hazard identification	1.1 Identify and evaluate relevant WHS laws, organisational policies and procedures relating to ergonomics 1.2 Interpret workplace WHS information and data to identify WHS hazards relating to ergonomics 1.3 Apply knowledge of ergonomics principles, processes and methods to identify workplace WHS hazards
2. Use ergonomics to address WHS risks	2.1 Apply ergonomics principles, processes and methods in the assessment of WHS risks 2.2 Apply ergonomics principles, processes and methods in the development of risk controls 2.3 Apply ergonomics principles, processes and methods in the evaluation of risk controls
3. Apply ergonomics in WHS-related planning and design activities	3.1 Analyse WHS-related planning and design activities and processes 3.2 Assess opportunities to apply ergonomics principles, processes and methods to enhance WHS-related planning and design activities 3.3 Apply ergonomics principles, processes and methods to enhance WHS-related planning and design activities 3.4 Review and evaluate enhancements to WHS-related planning and design activities according to organisational policies and procedures
4. Ensure that ergonomics activities are compliant and appropriate	4.1 Review ergonomics activities to confirm their compliance with applicable WHS laws and other relevant documents 4.2 Review ergonomics activities to confirm their compliance with relevant organisational processes, procedures, standards and systems 4.3 Apply appropriate ergonomics principles, processes and methods according to available resources and own role, responsibilities, skills and knowledge 4.4 Seek advice, support and input from specialists as required according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets and analyses legislative and organisational texts relevant to ergonomic activities
Writing	Communicates information about ergonomic principles, processes, and methods, matching style of writing to purpose and audience Drafts and develops required documents using appropriate vocabulary, grammatical structures and organisational conventions
Oral communication	Uses questioning and active listening to seek information and confirm understanding
Navigate the world of work	Identifies own responsibilities regarding ergonomic activities in WHS compliance contexts Keeps up to date on changes to WHS laws relevant to own role and responsibilities, and considers their implications when negotiating, planning and undertaking work Contributes, as appropriate, to the work of others in the immediate work context when applying ergonomics
Interact with others	Selects and uses appropriate conventions and protocols to build and maintain relationships with external people who can provide specialist support
Get the work done	Uses logical planning processes and understanding of context to identify where ergonomics can be applied in the workplace Sequences and schedules activities, monitors implementation and manages relevant communication Uses systematic and analytical processes in non-routine situations: sets goals, gathers relevant information, identifies and evaluates options against agreed criteria, and seeks input and advice from others before taking necessary action Identifies the potential of new approaches in applying ergonomics to enhance work practices and outcomes Uses digital systems and tools to access, record, organise, analyse and display information

Unit Mapping Information

Supersedes and is equivalent to BSBWHS607 Apply ergonomics to manage WHS risks.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS617 Apply ergonomics to manage WHS risks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

identify at least three different work health and safety (WHS) hazards relating to ergonomics, and manage their associated risks

apply ergonomic interventions in at least two different WHS-related planning and design activities

seek specialist input during at least one of the above activities.

During the work, the candidate must ensure these ergonomics activities are:

compliant with:

legislative requirements

organisational policies and procedures

applicable professional standards

appropriate to:

available resources

own role and capabilities.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

ergonomics-related content of applicable WHS laws and other relevant documents, such as policies, standards, guidance publications and alerts issued by the relevant WHS regulators and professional bodies

organisational policies and procedures relating to ergonomics and the performance evidence

key theories, principles, data and methods relating to ergonomics, and the domains of specialisation within the discipline of ergonomics

principles, processes and methods of ergonomics applicable to:

identifying WHS hazards and managing associated risks

WHS-related planning and design activities and processes

expertise, roles and functions of ergonomists, and skills and techniques relevant to the performance evidence

scope and broad content of Australian and international ergonomics standards

systems and system concepts used in ergonomics.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

WHS laws required to demonstrate the performance evidence

reports from other parties consulted when developing ergonomic interventions

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWHS631 Apply occupational hygiene principles to manage WHS risks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Application

This unit describes the skills and knowledge required to apply occupational hygiene principles, knowledge, skills and techniques to manage work health and safety (WHS) risks. It includes identifying workplace hazards and managing risks associated with occupational hygiene, and engaging specialist assistance. It requires in-depth knowledge of the hierarchy of control measures and its use in developing risk control strategies for occupational hygiene. The unit also includes ensuring that occupational hygiene activities are appropriate, and that training needs are met.

The unit applies to those who apply occupational hygiene principles to manage WHS risks.

NOTES

1. For the purposes of this unit of competency ‘occupational hygiene’ refers to the use of science and engineering to measure the extent of worker exposure to something in the work environment that has the potential to cause harm. An occupational hygiene approach to WHS risks uses science and engineering to design and implement appropriate risk control strategies to prevent ill health caused by the work environment.

2. The terms ‘occupational health and safety’ (OHS) and ‘work health and safety’ (WHS) are equivalent, and generally either can be used in the workplace. In jurisdictions where model WHS laws have not been implemented, registered training organisations (RTOs) are advised to contextualise this unit of competency by referring to existing WHS legislative requirements.

3. The model WHS laws include the model WHS Act, model WHS Regulations and model WHS Codes of Practice. See Safe Work Australia for further information.

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

Unit Sector

Regulation, Licensing and Risk – Work Health and Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify WHS hazards to be addressed by occupational hygiene	1.1 Identify and evaluate relevant WHS laws, organisational policies and procedures relating to occupational hygiene 1.2 Use workplace WHS information to identify exposure to WHS hazards that could give rise to worker ill health 1.3 Apply knowledge of occupational hygiene principles, skills and techniques to identify workplace WHS hazards to be addressed through occupational hygiene 1.4 Determine and document sources of exposure to identified hazards 1.5 Identify and document situations where WHS specialists and other advisers may be required according to organisational policies and procedures
2. Assess identified occupational hygiene risks	2.1 Select and use occupational hygiene equipment and techniques for assessing occupational hygiene risks relating to identified hazards according to organisational policies and procedures 2.2 Analyse and interpret results of assessments according to organisational policies and procedures, and exposure standards 2.3 Consult with specialists as required according to organisational policies and procedures to inform recommendations 2.4 Report results of risk assessments, interpretations and recommendations to required personnel
3. Design and implement risk controls	3.1 Apply the hierarchy of control measures when assisting with design of risk controls for assessed risks 3.2 Analyse information and data to identify deficiencies in existing risk controls 3.3 Implement suitable new risk controls and assist in providing remedial advice about existing risk controls according to organisational policies and procedures 3.4 Ensure effective consultation with, and participation of, required internal personnel 3.5 Access external sources of information and data, WHS specialists and other advisers as required about nature and level of health hazards, risks and risk controls
4. Monitor, evaluate and modify risk controls	4.1 Monitor and evaluate risk controls to address risks relating to occupational hygiene in consultation with required personnel 4.2 Modify risk controls in consultation with required personnel 4.3 Identify and document training needs associated with risk controls and arrange training in consultation with required personnel 4.4 Make recommendations about future arrangements for monitoring and evaluating risk controls
5. Confirm occupational hygiene activities are appropriate	5.1 Confirm that occupational hygiene activities comply with required WHS laws 5.2 Confirm that occupational hygiene activities comply with required organisational procedures, processes, standards and systems 5.3 Apply appropriate occupational hygiene principles, knowledge, skills and techniques according to available resources and own role, responsibilities, skills and knowledge 5.4 Seek advice, support and input from specialists and other advisers as required and appropriate

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, interprets and analyses legislative and organisational texts relevant to occupational hygiene activities
Writing	Matches style and content of report writing to purpose, audience and organisational reporting requirements Drafts and develops required documents using appropriate vocabulary, grammatical structure and organisational conventions
Oral communication	Presents information and ideas using language appropriate to audience Uses questioning and active listening to seek information and confirm understanding
Numeracy	Uses equipment to take measurements Selects from and applies a range of mathematical strategies to interpret and analyse measurements Uses oral and written mathematical language and representation to communicate test results
Navigate the world of work	Keeps up to date on changes to WHS laws relevant to own role and responsibilities, and considers their implications when negotiating, planning and undertaking work Contributes to the work of others in occupational hygiene contexts
Interact with others	Collaborates with others to achieve joint outcomes Selects and uses suitable conventions and protocols to build and maintain relationships with people who can provide external specialist support
Get the work done	Uses logical planning processes and understanding of context in identifying hazards and managing risks addressed by occupational hygiene Uses systematic and analytical processes in complex, non-routine situations: sets goals, gathers relevant information, identifies and evaluates options against agreed criteria, and seeks input and advice from others before taking necessary action Identifies potential of new approaches to enhancing work practices and outcomes in relation to application of occupational hygiene risk controls Uses digital systems and tools to access, record, organise, analyse and display information

Unit Mapping Information

Supersedes and is equivalent to BSBWHS608 Assist with applying occupational hygiene to manage WHS risks.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWHS631 Apply occupational hygiene principles to manage WHS risks

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 5.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, and to:

apply occupational hygiene principles, processes, skills and techniques in managing at least two different work health and safety (WHS) hazards that present occupational hygiene risks to workers, using:

workplace WHS information

knowledge of WHS laws, and organisational policies and procedures relating to occupational hygiene

knowledge of occupational hygiene principles, processes, skills and techniques

the hierarchy of control measures to design and implement risk controls

seek specialist input or advice during at least one of these activities.

During the above, the candidate must:

assess occupational hygiene risk associated with these WHS hazards

monitor, evaluate and modify risk controls relating to occupational hygiene

ensure occupational hygiene activities are legislatively and organisationally compliant and appropriate.

Knowledge Evidence

The candidate must demonstrate the knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit. This includes knowledge of:

WHS laws relating to occupational hygiene, including roles and responsibilities of persons conducting a business or undertaking (PCBUs) or officers under WHS laws

exposure standards and other standards and guidelines used in occupational hygiene, including their limitations and practical applications

occupational hygiene principles, knowledge, skills, techniques and methodologies

characteristics of WHS hazards and risks addressed by occupational hygiene, their effects on people and how these effects occur

common risk controls for a range of environmental hazards and associated occupational hygiene risks, their effectiveness and their limitations

organisational policies, procedures, processes and systems relating to occupational hygiene and the performance evidence

key principles, uses and components of the hierarchy of control measures in managing risks associated with occupational hygiene, including:

nature and scope of risk controls

requirements for selecting personal protective equipment (PPE), and limitations of its use

key concepts, processes and procedures for applying occupational hygiene in managing WHS risks:

sources of environmental hazards and routes of exposure to them

sources of occupational disease and its prevention

risks addressed by occupational hygiene

developing, implementing and evaluating occupational hygiene risk controls

methods for occupational hygiene assessments and investigations

training, education, roles, functions and skills of occupational hygienists

types, purposes, functions and uses of occupational hygiene equipment

requirements for individual training and instruction in risk controls, including in the use of PPE

workplace processes, activities, jobs and tasks relevant to occupational hygiene

roles and functions of specialists, including occupational hygienists, occupational medicine physicians, other medical doctors and toxicologists

procedures for working with occupational hygiene specialists and other WHS personnel to control WHS risks.

Assessment Conditions

Assessment must comply with WHS laws, legal responsibilities and duty of care required for this unit. It must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities undertaken by individuals carrying out WHS duties in the workplace, and must include access to:

WHS laws, standards and guidelines required to demonstrate the performance evidence

occupational hygiene equipment that meets relevant standards for function and performance

organisational policies and procedures required to demonstrate the performance evidence

case studies and, where possible, real situations

opportunities for interaction with others.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWRT311 Write simple documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan, draft and finalise a simple document.

The unit applies to individuals who administer a broad range of competencies in various work contexts and may exercise some discretion and judgement to produce a range of simple documents.

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

Unit Sector

Social Competence – Written Communication

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan simple document	1.1 Determine audience, purpose and requirements for document according to organisation policies and procedures 1.2 Determine required format, style and structure for document 1.3 Establish method of communication 1.4 Establish key points for inclusion
2. Draft simple document	2.1 Develop draft document to communicate key points according to purpose and requirements for document 2.2 Check that draft meets document purposes and requirements 2.3 Obtain and include additional required information
3. Finalise simple document	3.1 Ensure draft is proofread, where appropriate, by supervisor or colleague 3.2 Make and proofread necessary changes

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets a variety of text to determine and confirm task requirements Proofreads document checking for grammar, spelling, structure, and suitability of style and format for audience
Oral Communication	Uses listening and questioning skills to seek additional information or confirmation of task completion
Self-management	Follows accepted communication practices and protocols when seeking information or feedback from others Takes responsibility for planning, sequencing and prioritising tasks to achieve required outcomes
Technology	Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

Supersedes and is equivalent to BSBWRT301 Write simple documents.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWRT311 Write simple documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan, draft and finalise three different simple documents that accurately convey the required basic information in a format suitable for the intended audience and purpose according to organisational policies and procedures for document production.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

processes for checking:

basic readability, grammar, spelling, sentence and paragraph sequencing and structure, and punctuation

suitability of document for audience, purpose, and format

organisational policies and procedures relating to written communication

written communication methods, including:

general emails

procedures

business letters

meeting agendas

different formats, styles and structures for documents.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

office equipment and resources to assist in the production of documents

organisational policies and procedures

examples of documents to review.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBWRT411 Write complex documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to plan, draft and finalise complex documents.

The unit applies to individuals who work in a range of business environments and are skilled in the creation of documents that are more complex than basic correspondence, memos and/or forms and that require review and analysis of a range of information sources.

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

Unit Sector

Social Competence – Written Communication

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan complex document	1.1 Determine audience, purpose and requirements of document according to organisation policies and procedures 1.2 Determine required format, style and structure for document 1.3 Establish method of communication 1.4 Develop content overview of document 1.5 Determine categories and logical sequence of information according to proposed structure, content and document requirements
2. Draft complex document	2.1 Confirm information is cohesive and satisfies document purpose and requirements 2.2 Develop draft document to communicate data, information and knowledge according to organisational policies and procedures 2.3 Identify gaps in required data, information and knowledge, and collect additional material from relevant sources, if required 2.4 Draft text according to document purposes and requirements
3. Finalise complex document	3.1 Review draft text and confirm document purpose and requirements are met 3.2 Check grammar, spelling and style for accuracy and punctuation 3.3 Confirm draft text is approved by relevant organisation personnel 3.4 Review and incorporate any amendments in final copy 3.5 Apply basic design elements for document appropriate to audience and purpose 3.6 Check document and confirm all requirements are met

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets a variety of text to determine and confirm task requirements Proofreads document checking for grammar, spelling, structure, and suitability of style and format for audience
Oral Communication	Uses listening and questioning skills to seek additional information or confirmation of task completion
Self-management	Follows accepted communication practices and protocols when seeking information or feedback from others Takes responsibility for planning, sequencing and prioritising tasks to achieve required outcomes
Technology	Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

Supersedes and is equivalent to BSBWRT401 Write complex documents.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBWRT411 Write complex documents

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan, draft and finalise three different complex documents that convey the required information in a format suitable for the intended audience and purpose according to organisational policies and procedures for document production.

In the course of the above, the candidate must:

review and analyse a range of information sources

use business technology to apply formatting and incorporate graphics

apply organisation style guide/house style.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisation style guide/house style

format and its impact on readability, cohesion and appearance of document

categories and logical sequences of information

rules and conventions for written English

key features of word processing software

key features of written communication methods, including:

general emails

procedures

business letters

meeting agendas

organisational policies and procedures relating to written communication

process for checking:

suitability of document for audience, purpose, format, and structure

grammar, spelling and style for accuracy and punctuation

key text elements including basic design elements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

office equipment and resources

organisational policies and procedures

organisational style guides.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXBD401 Capture and store big data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to capture and store transactional and non-transactional big data obtained from a variety of sources. It involves using methodologies and techniques to obtain big data sets. It also involves analysing and storing the captured big data according to industry practices and organisational policies, procedures and protocols.

It applies to those in a broad range of industries and job roles who, under some supervision and guidance, are responsible for obtaining, preparing and storing big data.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine scope of big data capture	1.1 Identify business need for big data capture 1.2 Determine timelines for capturing big data 1.3 Identify volume and variety of big data to be captured 1.4 Identify data storage and archive requirements
2. Capture big data	2.1 Develop a plan for big data capture according to organisational policies and procedures 2.2 Identify sources of big data relevant to business need 2.3 Obtain big data from identified sources according to legislative requirements and organisational policies and procedures 2.4 Apply big data cleansing methodologies 2.5 Re-create and recover big data lost during capture process according to organisational policies and procedures 2.6 Conduct data offload and archiving on big data and create report
3. Store captured big data	3.1 Organise obtained big data sets in a retrievable format 3.2 Confirm that big data is accurate, up-to-date, and comprehensive 3.3 Securely store big data and data capture report according to organisational procedures, legislative requirements, and industry practices

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Interprets numerical data Completes at times complex calculations and records numerical data
Oral communication	Asks open and closed probing questions and actively listens to identify work requirements
Reading	Recognises and interprets information from relevant sources to determine organisational expectations and legal requirements
Writing	Uses clear, specific and industry-related terminology to report on big data capture and storage
Planning and organising	Efficiently and logically sequences the stages of big data capture and storage
Technology	Uses appropriate technology platforms to capture and store big data

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD401 Capture and store big data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

capture, apply data cleansing, and store one set of transactional and one set of non-transactional big data relating to specific workplace needs

create a report relating to data capture for a specific workplace need for at least one set of transactional and one set of non-transactional big data.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to big data capture and storage, including data protection, security and privacy laws and regulations

organisational policies and procedures relating to big data capture and storage, including for:

capturing, storing and reporting transactional and non-transactional sources of big data

cleansing methodologies when capturing big data

business intent of big data capture

re-creating and recovering big data lost during capture process

privacy concerns of predictive analytics organising security and retrieval of big data

quality assuring captured big data

data capture techniques to produce analytic ready data and datasets

big data features and their impact on data capture and storage, including velocity, volume, variety, value, and veracity

variability and complexity of big data:

structured and unstructured

transactional and non-transactional

framework for distributed storage of big data

platform solutions for capturing and storing big data

key features of organisational products and services related to big data capture

technologies, techniques and protocols for capturing, storing and retrieving big data

secure data access and control mechanisms of captured and stored big data

high availability and scalability challenges with big data.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and data sources to inform big data capture

information and telecommunications equipment required to capture and store big data

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXBD402 Test big data samples

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to test captured transactional and non-transactional big data samples prior to using them in the organisation. It involves assembling or obtaining raw big data, processing that big data, and testing it in a way that enables it to be used more broadly within the organisation.

It applies to those who work in a broad range of industries using data analysis techniques in the management of their day-to-day work.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Validate assembled or obtained big data sample	1.1 Establish a sampling strategy for big data testing and identify a representative sample for big data testing 1.2 Assemble or obtain sample of raw big data according to legislative requirements and organisational policies and procedures 1.3 Validate big data sample from various sources to ensure that big data is correct
2. Validate big data sample process and business logic	2.1 Align datasets to relevant parts of the organisation 2.2 Implement data aggregation and segregation rules on a small set of sample data and datasets 2.3 Consult with required personnel to clarify and resolve identified anomalies 2.4 Conduct performance testing for data throughput, data processing and sub-component performance
3. Validate output of captured big data sample and record results	3.1 Design, formulate and select suitable test scenarios and test cases to validate output of big data sample 3.2 Implement selected test scenarios and test cases with big data sample using common testing tools and according to organisational procedures 3.3 Isolate sub-standard data and correct data acquisition paths as required 3.4 Generate and store results of validation activity and associated supporting evidence according to organisational policies and procedures, and legislative requirements
4. Optimise big data sample results and documentation	4.1 Perform data cleansing on big data sample following testing according to industry practices and organisational procedures 4.2 Collate validated output of testing, confirming absence of big data corruption in sample 4.3 Recommend configuration optimisation changes based on performance testing results 4.4 Communicate final sample results to required personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Oral communication	Asks open and closed probing questions and actively listens to feedback during big data testing
Numeracy	Interprets numerical data completes at times complex calculations and records numerical data
Reading	Identifies and interprets information from relevant sources to complete work
Writing	Uses clear, specific and industry-related terminology to represent test results
Planning and organising	Efficiently and logically sequences the stages of big data testing
Technology	Uses appropriate technology platforms and query languages and scripts to test big data

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD402 Test big data samples

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

test two different big data samples: one transactional and one non-transactional

conduct performance testing on two different big data samples: one transactional and one non-transactional.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to testing big data sources, including data protection and privacy laws and regulations

industry protocols and procedures required to write queries and scripts for big data testing

organisational policies and procedures relating to testing big data sources, including:

assembling and obtaining raw big data

performing data cleansing following extract, transform and load (ETL) testing

isolating sub-standard data and correcting data acquisition paths

quality assuring output

testing transactional and non-transactional sources of big data

storing test results and associated support evidence

big data validation protocols, including:

big data testing methodologies

test scripting

features and formats of common big data sources, including:

batched

real time

interactive

protocols and techniques for:

performance testing big data throughput

processing and reporting issues.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and telecommunications equipment required to test big data sources

big data sets to be tested

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXBD403 Analyse big data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to analyse transactional and non-transactional big data in order to provide insights that are used in an organisation. It involves identifying trends and relationships within big data, and establishing data acceptability. It also involves forming recommendations based on the analysis, and reporting on analysis findings.

It applies to those who work in a broad range of industries and job roles using big data analysis techniques in their day-to-day work.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine purpose and scope of big data analysis	1.1 Determine organisational requirements for big data analysis 1.2 Identify internal and external sources of big data to be analysed according to organisational policies and procedures and legislative requirements 1.3 Establish and confirm parameters to be applied in analysis according to organisational policies and procedures
2. Analyse initial trends and relationships in captured big data	2.1 Categorise and prepare captured big data for analysis 2.2 Extract and transform structured and unstructured big data in preparation for data analysis 2.3 Analyse big data and derive insights into trends using required tools and dashboards
3. Finalise big data analysis	3.1 Conduct statistical analysis to confirm accuracy of big data analysis 3.2 Isolate and remove identified incorrect results 3.3 Develop report on key outcomes from analysis 3.4 Store analytics results, associated report and supporting evidence according to organisational policies and procedures, and legislative requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Uses mathematical and statistical concepts required to analyse big data Completes at times complex calculations and records numerical data
Reading	Identifies and interprets information from sources to complete work
Writing	Uses clear, specific and industry-related terminology to represent outcomes of big data analysis in reports
Planning and organising	Efficiently and logically sequences the stages of big data analysis
Technology	Uses appropriate technology platforms to analyse big data Basic programming to conduct big data analysis

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD403 Analyse big data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

analyse trends and relationships in two different sets of big data: one transactional and one non-transactional

report on the results and insights from each analysis

store analytics results from each of the two big data sets according to organisational policies and procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

purpose and benefits to organisation of big data analysis

legislative requirements relating to analysing big data, including data protection and privacy laws and regulations

organisational policies and procedures relating to analysing big data, including for:

identifying big data sources

establishing and confirming categories to be applied in analysis

analysing data to identify business insights

integrating big data sources, including structured, semi-structured, and unstructured

combining external big data sources, such as social media, with in-house big data

reporting on analysis of big data, including the use of suitable reporting and business intelligence (BI) tools

industry protocols and procedures required to write basic queries to search combined big data

required analytical techniques and tools to analyse transactional and non-transactional big data, including:

data mining

ad hoc queries

operational and real-time business intelligence

text analysis

statistical concepts relating to big data analytics

relationship between raw big data and big datasets

common models and tools to analyse big data, including features and functions of Excel software for advanced analytics of external big data

sources of uncertainty within big data

classification categories of analytics, including text, audio/video, web and network

role of technology and automation tools in performing big data analytics.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and telecommunications equipment required to analyse big data

big data sets to be analysed

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXBD404 Use big data for operational decision making

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to analyse, interpret and apply insights from big data when making operational decisions. It involves applying skills in decision making and techniques for using big data in day-to-day work.

It applies to those who work in leadership and management positions, including in their own small business, in a broad range of industries who use big data analytics to drive their operational decision making.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify business requirements relating to big data	1.1 Scope and confirm operational decision-making requirements 1.2 Identify opportunities for use of big data in business decision making 1.3 Confirm nature and scope of report requirements
2. Interpret big data sources and summaries	2.1 Access required big data sources and summaries according to organisational policies and procedures and legislative requirements 2.2Apply insight analysis and descriptive statistics that support operational decision making 2.3 Use findings to identify insights that relate to identified operational decision-making requirements
3. Make operational decision based on big data analysis	3.1 Draft report on data analytics, applying identified insights to operational decision-making requirements 3.2 Seek input and integrate feedback from required stakeholders according to organisational policies and procedures 3.3 Finalise and distribute recommendations to required personnel according to organisational and legislative requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Uses mathematical concepts and statistics required to use big data for operational decision-making Completes at times complex calculations and records numerical data
Oral communication	Asks open and closed probing questions and actively listens when seeking input and feedback
Reading	Identifies and interprets information from relevant sources to complete work
Writing	Uses clear, specific and industry-related terminology to represent outcomes of big data analysis in reports
Planning and organising	Efficiently and logically sequences big data analytics to draw out insights and trends
Technology	Uses appropriate technology platforms when using big data

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD404 Use big data for operational decision making

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

interpret and use a big data set as the basis for two different operational decisions in work area.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to accessing and using sources and summaries of big data and big data sets, including data protection and privacy laws and regulations

organisational policies and procedures relating to using big data, including for:

scoping and confirming operational decision-making requirements

accessing big data sources and summaries

combining external big data sources, such as social media, with in-house big data sets

integrating big data and analytics into operational workflow

reporting on use of big data in relation to operational decisions described in performance evidence

seeking input and feedback from required stakeholders

distributing report on big data analytics

operational decision-making requirements relating to use of big data, including timelines

procedures for data-driven decision making, including what-if analysis scenarios and tools for optimisation and simulations

techniques for presenting big data analytics:

charts

heat maps

scatterplots

dashboards

statistical tools

key programming protocols and techniques required to use big data for operational decision making

domain knowledge of business processes required to demonstrate the performance evidence.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and telecommunications equipment required to analyse and use big data sets

big data sources and summaries suited to business requirement in performance evidence

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXBD405 Develop procedures for managing big data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to design and develop procedures for managing transactional and non-transactional big data in line with industry practices and organisational policies, procedures and protocols.

It applies to those in a range of industries and job roles who develop procedures that support an organisation in effectively managing its handling of big data.

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

Unit Sector

Data Literacy - Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan big data management procedures	1.1 Confirm purpose and target users of big data management procedures 1.2 Review current internal practices for managing big data 1.3 Identify and document workplace issues and needs to be supported by big data management procedures
2. Design procedures for managing big data	2.1 Compare current organisational processes to industry standards for best practice in big data management to identify areas of improvement 2.2 Analyse available big data management solutions 2.3 Establish criteria for an effective big data management solution 2.4 Select appropriate big data management solution based on characteristics of big data and workplace needs
3. Draft procedures for managing big data	3.1 Draft procedures to address identified organisational needs to manage big data 3.2 Engage required stakeholders to test draft big data procedures 3.3 Integrate feedback from stakeholders into revised procedures
4. Finalise developed procedures for managing big data	4.1 Review big data management procedures against business strategies and success metrics and revise as required 4.2 Create a big data road map for implementing big data management process 4.3 Distribute final procedures to required personnel according to organisational policies and procedures 4.4 Store procedures according to established document management protocols

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Oral communication	Asks open and closed probing questions and actively listens to identify work requirements and seek feedback from stakeholders
Reading	Identifies and interprets information from relevant sources to complete work
Writing	Uses clear, specific and industry-related terminology to communicate big data management procedures
Planning and organising	Efficiently and logically sequences the stages in developing procedures for managing big data
Technology	Uses appropriate technology platforms to develop procedures for managing big data

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD405 Develop procedures for managing big data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop procedures for managing two different sets of big data: one transactional and one non-transactional.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to managing big data, including data protection and privacy laws and regulations

key characteristics of big data

organisational policies, procedures, and protocols relating to developing procedures for managing transactional and non-transactional big data, including for:

identifying and documenting workplace issues to be supported by big data management procedures

reviewing internal programs for managing big data

storing and retrieving big data

industry practices relating to ethical management and governance of big data, including when making data available for big data analytics and business intelligence

data management approaches to big data based on volume, variety and complexity of data

protocols for database management, including open-source database management systems designed to handle big data.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and telecommunications equipment required to manage big data

big data sets suited to requirement in performance evidence

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXBD406 Present big data insights

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to present insights relating to transactional and non-transactional big data in a format that is appropriate and accessible to the work area requesting it.

It applies to those who use big data analysis and presentation techniques in their day-to-day work in a broad range of industries and job roles.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to present big data insights	1.1 Confirm business requirements for presenting big data insights 1.2 Determine context and target audience for presentation 1.3 Identify required big data relevant to business requirements
2. Develop presentation of big data insights	2.1 Create and test proof of concepts for presenting identified business solution 2.2 Identify key features and trends of captured big data in context of purpose and intended audience of presentation 2.3 Generate big data models based on key performance indicators for big data presentation 2.4 Produce interactive dashboards and other models that visualise identified data insights
3. Finalise presentation of big data insights	3.1 Present big data to required stakeholders in a format that meets business needs 3.2 Seek feedback from required stakeholders on presented big data according to organisational policies and procedures 3.3 Integrate feedback into big data presentation

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Completes at times complex calculations and record numerical big data
Oral communication	Asks open and closed probing questions and actively listens when consulting with stakeholders
Reading	Recognises and interprets information from relevant sources to determine organisational expectations and legal requirements
Teamwork	Works collaboratively with interdisciplinary teams to identify captured big data sets relevant to presentation
Writing	Uses clear, specific and industry-related terminology to report on big data capture Presents big data in a clear and logical manner
Planning and organising	Efficiently and logically sequences the stages of presenting big data
Technology	Uses appropriate technology platforms to present big data

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD406 Present big data insights

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

present the insights obtained from two different sets of big data using interactive dashboards and other models that serve to best visualise the insights.

One of the above sets must be transactional big data and one must be non-transactional.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

importance and benefits of big data presentation

strategies for determining requirements for presenting big data, including analysis of business areas that need improvement

methodology for conducting exploration and discovery of new and big data, including:

visualisation software to combine data from various sources to drive better business insights

business intelligence tools to discover and present hidden insights in data sets

structured, semi-structured and unstructured big data visualisation tools and techniques

organisational policies, procedures and protocols relating to presenting transactional and non-transactional big data insights, including:

using statistical graphs, plots, and information graphics to communicate big data insights

seeking feedback from stakeholders on presented big data

in-house and external sources of big data

appropriate methods and tools for creating and representing big data reports, including:

charts

heat maps

scatterplots

dashboards

interactive maps

real-time data

design approaches for visualising big data, including key performance indicators for the big data presentations in the performance evidence

dashboard design principles, including audience, context and aesthetics.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and telecommunications equipment and technology required to present and visualise big data

big data suited to business requirement in performance evidence

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXBD407 Protect big data integrity

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to protect and monitor the integrity of transactional and non-transactional big data in an organisation.

It applies to those who work in a broad range of industries and job roles who are responsible for protecting the integrity of big data when managing, storing and transferring it.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to protect integrity of big data	1.1 Identify big data set to be protected 1.2 Review workplace governance arrangements in place for protecting the integrity of big data 1.3 Verify security of big data platform, including cloud security, according to organisational policies and procedures 1.4 Confirm security arrangements in place relating to big data secure storage and transaction logging
2. Apply policies to protect big data	2.1 Apply privacy policies to all data assets that require privacy protection 2.2 Apply security policies to all data assets that require confidentiality 2.3 Apply intellectual property policies to all data assets that contain private and confidential business information
3. Monitor big data integrity	3.1 Check encryption and undertake real-time monitoring of logs to identify anomalies that arise 3.2 Identify and report malfunctioning infrastructure and any attacks on infrastructure that pose a threat to data integrity 3.3 Conduct privacy impact assessments on big data 3.4 Confirm that data protection practices comply with required standards
4. Respond to breaches in big data integrity	4.1 Identify where big data breaches have occurred according to organisational policies and procedures 4.2 Escalate data breach incidents according to organisational policies 4.3 Consult with required internal and external stakeholders and communicate breach efficiently 4.4 Audit big data breaches and report findings 4.5 Support management with post-breach and audit reviews

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Completes and manipulates at times complex calculations and records numerical data
Reading	Interprets at times complex big data and breach information
Oral communication	Asks open and closed probing questions and actively listens when consulting with stakeholders
Writing	Uses clear, specific and industry-related terminology to complete and update audits and reports
Planning and organising	Efficiently and logically sequences the stages of protecting the integrity of big data
Technology	Uses appropriate technology platforms protect to protect the integrity of big data

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD407 Protect big data integrity

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

protect the integrity of two different sets of big data in a work area: one set must be of transactional big data and one set of non-transactional big data.

During the above, the candidate must apply data protection policies and protocols.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements and standards relating to protecting the integrity of big data, including data protection and privacy laws and regulations

organisational policies, procedures and protocols relating to protecting the integrity of transactional and non-transactional big data, including for:

ensuring accuracy, availability and scalability of big data

verifying security of big data platform

monitoring data discrepancies between different sources

monitoring big data integrity

identifying where big data breaches have occurred

ethical management and governance of big data, including consideration of ensuring a balance between availability and confidentiality of big data

key components of workplace governance arrangements relating to protection, performance, scalability and availability of big data, including:

procedures for creating and maintaining inventory of big data assets

policies to prevent big data being used inappropriately

protocols for dynamic and scalable access control of big data

compliance requirements and regulations relating to big data loss

key components of policies in place for protecting the confidential and private business information and intellectual property in big data assets:

privacy policies

security policies

intellectual property policies

infrastructure security, integrity and reactive security as they relate to protecting the integrity of big data.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and telecommunications equipment required to protect the integrity of big data

big data sets suited to requirement in performance evidence

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXBD408 Implement and review procedures for managing big data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to implement and review workplace procedures for managing transactional and non-transactional big data.

It applies to those who work in a broad range of industries and job roles who are required to make business decisions regarding big data procedures to ensure continuous improvement.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to implement procedures for managing big data	1.1 Plan implementation strategies for selected workplace procedures for managing big data 1.2 Establish reporting mechanisms to monitor impact of implemented procedures
2. Implement procedures for managing big data	2.1 Communicate procedures to relevant stakeholders 2.2 Carry out change management initiatives to encourage adoption of procedures
3. Review procedures for managing big data	3.1 Seek feedback from required stakeholders on effectiveness and impact of newly implemented procedures and continuous improvement opportunities 3.2 Draft report on review outcomes and recommend required changes to procedures 3.3 Seek feedback from required stakeholders on report and its recommendations according to organisational policies and procedures 3.4 Update procedures based on stakeholder feedback and store according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Interprets numerical data
Oral communication	Asks open and closed probing questions and actively listens to identify work requirements when consulting with stakeholders and discussing key procedural information
Reading	Identifies and interprets information from relevant sources to inform review of procedures
Writing	Uses clear, specific and industry-related terminology to develop procedures
Teamwork	Works collaboratively with interdisciplinary teams to ensure procedures are implemented
Technology	Uses appropriate technology platforms to facilitate procedure implementation

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD408 Implement and review procedures for managing big data

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

implement procedures for managing two different sets of big data, one of which must be transactional and one non-transactional

review and report on effectiveness of the implemented procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies, procedures and protocols to implement and review workplace procedures for managing big data, including for:

communicating to and seeking feedback from required stakeholders

updating big data procedures

storing records associated with big data procedures

reporting on implemented procedures

key features of strategies to implement procedures for managing big data

techniques for stakeholder management

trends within big data management

change management techniques to facilitate implementation of procedures.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and data sources to inform implementation and review of procedures for managing big data

information and telecommunications equipment required to implement and review procedures for managing big data

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXBD501 Develop big data strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to develop a big data strategy that reflects the needs and capabilities of an organisation and supports its business goals. It involves applying business processes and information relating to policy issues and new and emerging technologies during strategy development.

It applies to those who work in a broad range of industries and job roles who lead strategic approaches to big data analysis.

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

Unit Sector

Data Literacy – Data Literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish business case for big data strategy	1.1 Confirm organisational support for incorporating big data into overall business strategy 1.2 Form multi-disciplinary team to steer development of big data strategy 1.3 Identify and prioritise business needs that require big data solutions 1.4 Map available data sources to identified business needs 1.5 Determine financial value of applying big data solutions
2. Develop and review proof of concept for big data strategy	2.1 Conduct trial using big data to solve prioritised business needs 2.2 Compare proof-of-concept big data results to existing organisational data 2.3 Identify risks and benefits of scale-up of big data solution across the organisation 2.4 Document benefits and risks related to big data strategy
3. Draft and consult on big data strategy	3.1 Scope big data strategy based on relevant policy issues and new and emerging technologies and platforms 3.2 Draft big data strategy and its governance requirements in line with organisational requirements 3.3 Seek and integrate feedback on draft strategy from key stakeholders 3.4 Finalise draft strategy and distribute to required personnel
4. Develop big data road map supporting business strategy	4.1 Draft big data road map that incorporates big data policy issues 4.2 Seek and integrate feedback on draft road map according to organisational policies and procedures 4.3 Distribute and store final version big data strategy according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Reading	Recognises and interprets information from relevant sources to determine organisational expectations and legal requirements for big data strategy
Numeracy	Interprets and records mathematical information Completes at times complex mathematical calculations
Oral communication	Asks open and closed probing questions and actively listens to identify business requirements
Writing	Uses clear, specific and industry-related terminology to report on big data capture and storage
Teamwork	Works collaboratively with interdisciplinary teams to gather the required information to inform and develop strategy
Planning and organising	Efficiently and logically sequences the stages of developing big data strategy
Technology	Uses appropriate technology platforms to develop big data strategy

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXBD501 Develop big data strategy

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop one big data strategy for a work area.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to big data strategy, including data protection and privacy laws and regulations

organisational processes, policies, procedures and protocols to develop big data strategy, including for:

creating inventory of big data assets

seeking and integrating feedback on draft strategy

distributing and storing final version of big data strategy

organisational requirements to be reflected in big data strategy:

key factors set out in business case

potential infrastructure changes required for strategy implementation

training requirements associated with big data strategy

financial impact of big data strategy

key components of big data strategies, including requirement to ensure:

balance between availability and confidentiality of big data

support for a highly available big data management system with fault-tolerant failover services

factors to be reflected in big data strategies, including:

big data policy issues relating to security, intellectual property, governance and privacy

new and emerging technologies and platforms of relevance to strategies.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment that uses big data.

Access is required to:

information and data sources to inform development of big data strategy, including business strategy documents

information and telecommunications equipment required to develop big data strategy

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCM301 Engage in workplace communication

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 7.0. Version created to clarify knowledge evidence
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to communicate (through written, oral and nonverbal form) in the workplace within an industry.

This unit applies to a wide range of workers, but has a specific focus on the communication skills required for workers with limited responsibility for others.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements Elements describe the essential outcomes.	Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan workplace communication	1.1 Establish audience and purpose of workplace communication 1.2 Identify information needs and communication requirements of intended recipients of workplace communication 1.3 Establish methods of communication available to convey message or information based on work context 1.4 Select appropriate method(s) of communication to convey messages or information 1.5 Plan content of message or communication
2. Undertake routine communication	2.1 Communicate message or information according to organisational requirements and in a manner that is respectful and clear in meaning 2.2 Adjust communication methods to enable effective communication with those from diverse backgrounds as required 2.3 Receive workplace information and instructions, and interpret and clarify as needed 2.4 Respond to communications according to requirements of the message 2.5 Identify and report any communication challenges to appropriate person
3. Participate in workplace communication	3.1 Clearly contribute ideas and information to workplace discussions 3.2 Support others to communicate in workplace discussions through courteous and professional behaviour 3.3 Use active listening and questioning techniques to clarify issues in a group situation 3.4 Seek feedback from others on effectiveness of communication

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Navigate the world of work	Understands nature and purpose of own role and associated responsibilities and how it contributes to organisational goals and outcomes
Get the work done	Uses problem-solving skills to identify and analyse issues or barriers, consider options and develop responses and opportunities for improvement Uses digital technology to find, record or communicate basic information

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCM301 Engage in workplace communication

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 7.0. Version created to clarify knowledge evidence
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including on at least one occasion, evidence of the ability to:

identify the most appropriate method of communication for the intended audience

prepare written material that is clear in meaning and format according to organisational requirements

demonstrate active listening and questioning techniques in a workplace discussion

communicate information and ideas verbally in a workplace discussion, considering the needs of those from diverse backgrounds

identify and report any communication challenges to superiors

seek feedback from others on effectiveness of communication

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

legislative requirements relevant to workplace communication

organisational requirements relevant to workplace communication (including digital form):

ethical behaviour guidelines from state or federal governments

workplace policies

codes of conduct

organisational reputation and culture

techniques to resolve communication challenges

methods and techniques to participate in workplace discussions, including active listening, questioning and providing feedback

key principles of cross-cultural communication and communication with individuals with special needs or disabilities

communication methods suited to audience and workplace requirement:

verbal means: telephones, mobile devices, video conference

written means: email, SMS, social media

Internet of Things (IoT)

communication challenges relevant to performance evidence:

conflicts with clients or team members

potential risks or safety hazards

unethical or inappropriate communication

key relevant features of:

different communication styles

different communication methods

relevant cross cultural communication techniques.

Assessment Conditions

Mandatory conditions for assessment include:

A safe working or simulated environment

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCM401 Apply communication strategies in the workplace

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 7.0. Version created to clarify knowledge evidence
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to facilitate and apply communication strategies in the workplace within any industry.

This unit has a specific focus on the communication skills required for supervisor level workers with responsibility for other workers.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements	Performance Criteria
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for communication	1.1 Identify work activities requiring communication 1.2 Establish communication requirements for identified work activities 1.3 Identify communication roles for self and others to complete activity 1.4 Seek assistance or clarification regarding communication objectives as required 1.5 Select appropriate method of communicating information internally and externally based on organisational requirements
2. Use communication strategies to provide work instruction	2.1 Use appropriate presentation methods to communicate information or instruction based on the requirements of audience 2.2 Use appropriate method of communication to communicate information or instruction based on the requirements of audience 2.3 Negotiate expected work requirements with others and clarify that instructions have been understood
3. Facilitate workplace communication	3.1 Use interpersonal skills to build relationships with team members and clients and facilitate respectful interaction 3.2 Facilitate respectful communication amongst others, considering the needs of those from diverse backgrounds 3.3 Use problem solving and decision making skills to resolve any communication challenges 3.4 Obtain confirmation on outcomes of communication challenges to ensure issues have been resolved
4. Monitor and support team communication	4.1 Ensure all communication is consistent with legislative and organisational requirements 4.2 Provide performance feedback and additional support to others when required 4.3 Seek feedback and assistance from others to improve own communication techniques 4.4 Collate and report any important information and unresolved issues to relevant superiors

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Writing	Develops written texts using appropriate grammar, spelling and punctuation in relevant organisational formats
Navigate the world of work	Understands responsibilities and complies with legislative, regulatory and organisational requirements
Get the work done	Uses problem-solving skills to identify and analyse issues or barriers, consider options and develop responses and opportunities for improvement Uses digital technology to find, record or communicate basic information

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCM401 Apply communication strategies in the workplace

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 7.0. Version created to clarify knowledge evidence
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including evidence of the ability to:

identify the communication requirements for a work activity and assign roles to others to fulfil those requirements

select appropriate communication method for relevant audience and according to organisational requirements

articulate to others their roles in fulfilling the communication requirements and negotiate roles in response to feedback

present and convey information to others in a way that they can understand and demonstrate that the needs of all recipients, including those from diverse backgrounds have been considered

demonstrate problem solving techniques to negotiate and resolve communication challenges

evaluate the communication process and identify areas for improvement, reporting to relevant supervisors as required.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

legislative requirements relevant to workplace communication

organisational requirements relevant to workplace communication (including digital form):

policies and protocols

codes of conduct

organisational reputation and culture

techniques to resolve communication challenges

methods and techniques to participate in workplace discussions, including active listening, questioning and providing feedback

key principles of cross-cultural communication and communication with individuals with special needs or disabilities

presentation methods to present and convey workplace information or instructions:

formal presentation using visual aids and prompts

informal team meeting or instructional briefing

written work instruction for a process or procedure

communication methods suited to audience and workplace requirement:

verbal means: telephones, mobiles, video conference

written means: emails, SMS, social media

communication challenges relevant to performance evidence:

conflicts with clients or team members

potential risks or safety hazards

unethical or inappropriate communication

use of visual prompts and presentations

communication that falls outside of workplace policy

key relevant features of:

different communication styles

different communication methods

cross cultural communication techniques.

Assessment Conditions

Mandatory conditions for assessment include:

A safe working or simulated environment

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCM501 Lead communication in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.
Release 2	This version released with BSB Business Services Training Package Version 7.0. Version created to clarify knowledge evidence
Release 3	This version first released with BSB Business Services Training Package Version 7.2. Release created to amend typographical error in the performance evidence.

Application

This unit describes the skills and knowledge required to lead communication in the workplace within any industry.

This unit has a specific focus on the communication skills required for team leaders with responsibility for other workers.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements Elements describe the essential outcomes.	Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish communication protocols	1.1 Analyse internal and external information needs relevant to workplace 1.2 Develop or structure communication protocol(s) to meet organisational information needs and goals 1.3 Identify ways to adapt communication protocols to suit various contexts 1.4 Prepare materials to support and/or implement communication protocols
2. Coordinate effective communication	2.1 Direct others to communicate according to organisational requirements and goals 2.2 Explain complex information to positively influence others 2.3 Motivate others to communicate respectfully, considering the needs of all, including those from diverse backgrounds 2.4 Identify and address any communication challenges to remove barriers to understanding
3. Present and negotiate persuasively	3.1 Identify and use a variety of communication styles relevant to varying audiences 3.2 Present information in a succinct, clear and persuasive manner 3.3 Evaluate differences in perspective and critically examine outcomes 3.4 Negotiate towards a final outcome with a focus on key outcomes 3.5 Confirm and implement outcomes of negotiation or communication using appropriate methods
4. Review communication practices	4.1 Provide mentoring to others to assist them in achieving communication goals 4.2 Obtain feedback from a variety of sources to manage the outcomes of communications and negotiations 4.3 Identify and document areas for improvement in communication for team or organisational practices 4.4 Implement plans to improve communication processes

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Writing	Utilises sophisticated writing skills to summarise information from various sources and distinguish significant information from minor references
Navigate the world of work	Seeks to improve organisational policies and procedures to better meet organisational goals
Get the work done	Evaluates effectiveness of communication channels, systems and processes to inform decisions and implement improvements Uses digital technology to find, record or communicate basic information

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCM501 Lead communication in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.
Release 2	This version released with BSB Business Services Training Package Version 7.0. Version created to clarify knowledge evidence
Release 3	This version first released with BSB Business Services Training Package Version 7.2. Release created to amend typographical error in the performance evidence.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and range of conditions of this unit, including on at least one occasion, evidence of the ability to:

collate research on internal and external communication needs

develop and implement communication protocols in accordance with organisational requirements

present information in a persuasive and professional manner

apply negotiation techniques to reach desired outcomes

address communication challenges for continuous improvement.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

legislative requirements relevant to workplace communication

organisational requirements relevant to workplace communication (including digital form):

workplace policies

codes of conduct

organisational reputation and culture

techniques to resolve communication challenges

methods to mentor and coach others

key principles of cross-cultural communication and communication with individuals with special needs or disabilities

communication protocols relevant to organisational information needs:

internal and external communication guides

risk based/emergency communication guides

style/formatting of communication guides

processes for allocation of responsibilities for standard communication

communication challenges relevant to performance evidence:

conflicts with clients or team members

potential risks or safety hazards

unethical or inappropriate communication

appropriately framing organisational messaging

key relevant features of:

different communication styles

different communication methods

relevant cross cultural communication techniques

negotiation and conflict resolution techniques.

Assessment Conditions

Mandatory conditions for assessment include:

A safe working or simulated environment

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCS301 Protect own personal online profile from cyber security threats

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to protect own personal online profile from cyber security threats, and to limit the potential impact of online security breaches.

It applies to those working in a broad range of industries and job roles under some supervision and guidance, who protect their own online profile so that it is cyber secure.

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

Unit Sector

Digital Competence – Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify existing and potential security threats to own personal online profile	1.1 Determine all current online accounts and profiles 1.2 Identify common threats to security of online profiles 1.3 Identify industry-specific risk factors that raise risk levels to own personal profile
2. Audit own personal online profile for identified security threats	2.1 Review all online accounts, associated applications and browsers at risk of identified threats according to organisational policies and procedures 2.2 Review public online profiles that can be linked to own personal identity 2.3 Check billing and account records carefully to detect early indicators of potential theft 2.4 Report identified suspicious cyber activity according to cyber security legislative requirements and organisational policies and procedures
3. Address identified existing and potential security threats to own personal online profile	3.1 Secure personal online profile and remove potential security risks 3.2 Confirm that software used on own desktop/laptop and mobile devices is current and sufficient 3.3 Remove potentially sensitive personal and company information according to organisational policies and procedures 3.4 Create strong passwords across personal and work accounts 3.5 Turn on two factor authentication across all accounts where available 3.6 Adjust privacy/security settings on internet browser, web applications and applicable online accounts 3.7 Delete all unused online accounts/applications according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Reading	Recognises and interprets information from relevant sources to determine organisational expectations relating to cyber security
Technology	Uses appropriate technology platforms to assist with protecting online profile from cyber security threats
Problem solving	Uses problem solving skills to understand the nature of potential threat to personal profile or device and to undertake required action

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXCS301 Protect own personal online profile from cyber security threats

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

conduct one audit of own personal online profile and identify existing and potential cyber security threats

identify and address three potential cyber security risks to own personal online profile.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to reporting cyber security threats

organisational policies and procedures relating to online profiles, including escalation routes for cyber security issues

basic principles of cyber security, including:

importance of data confidentiality, integrity and availability

common cyber security terms

common cyber security threats that individuals might be exposed to online

secure internet browsing

risk factors relating to own personal online profile, including:

password management practices:

strength of created passwords

number of passwords used for multiple accounts

frequency of change to passwords

own work role within organisation

regular tasks in own work that raise personal risk level, including internet browsing

potential targets for cyber attack in own direct professional network

protocols for handling personally identifiable information

physical safety of devices

industry-specific risk factors and their risk to online profiles

common strategies, tools and techniques for improving security of own personal online profile, including for:

password protection

secure password management and account replicating and splitting

fundamentals of two-factor authentication

billing and account privacy settings

software patching

connecting to public Wi-Fi via virtual private networks (VPNs)

common methods and practices for:

responding to cyber security issues, including reporting protocols

secure internet browsing, including banking and email

common cyber security threats that individuals and data might be exposed to, including:

phishing

social engineering

social media

malware

physical threats, including data loss due to working insecurely in public spaces.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment requiring cyber secure practices, processes and procedures.

Access is required to:

information and data sources relating to cyber security

device with active internet connection

internet browser

industry standards and organisational procedures required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCS302 Identify and report online security threats

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to identify and report online security threats to limit potential impact of cyber security breaches.

It applies to those working in a broad range of industries and job roles under some supervision and guidance who encounter and report online threats during the course of their work.

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

Unit Sector

Digital Competence – Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify online security threats	1.1 Review internal policies, procedures and plans relating potential online security breaches 1.2 Identify features of common types of potentially fraudulent communications 1.3 Implement techniques to verify suspicious requests for information
2. Respond to an online security breach	2.1 Block and report potential security breaches on computer and mobile device according to organisational policies and procedures 2.2 Respond to actual security breach or cyber security incident according to organisational response plan 2.3 Report security breach or cyber security incident according to legislative requirements and organisational policies and procedures
3. Support post- breach review	3.1 Provide information to required personnel to assist in documenting potential and actual breaches 3.2 Support post-incident review and identifying lessons learnt 3.3 Contribute updates to cyber security incident response plan as required and within scope of own role

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Oral communication	Asks open and closed probing questions and actively listens to ensure that concepts regarding cyber security are well understood
Reading	Recognises and interprets information from relevant sources to determine organisational expectations relating to cyber security
Writing	Uses clear, specific and industry-related terminology relating to cyber security for breach and incident reports
Technology	Uses appropriate technology platforms to share information within the organisation relating to potential online security threats

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXCS302 Identify and report online security threats

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify and report three different online security threats in a work area.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to identifying and reporting online security threats, including:

data protection

implications of Notifiable Data Breach legislation on an organisation and other associated Australian privacy laws

established international legislation

organisational policies and procedures relating to online information security breaches, including:

blocking and reporting potential security breaches

escalation routes for cyber security issues

common types of online scams and security risks, including phishing scams

common techniques of phishing and spear phishing used by attackers, including:

spam email and SMS text

social engineering, including telephone calls, social media and website requests for information

basic principles of cyber security

indicators of insecure connection to websites, in particular where data is being collected

Australian government sources of information on current online security threats

common online security threats to which individuals might be exposed to, including physical threats

common procedures for:

mitigating online security threats

following organisational cyber security incident response plan

responding to cyber security breaches.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment requiring cyber secure practices, processes and procedures.

Access is required to:

information and data sources relating to cyber security

device with active internet connection

internet browser

industry standards and organisational procedures required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCS303 Securely manage personally identifiable information and workplace information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to securely manage personally identifiable information (PII) and workplace information.

It applies to those working in a broad range of industries and job roles under some supervision and guidance who manage large amounts of PII and workplace information.

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

Unit Sector

Digital Competence – Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Handle PII and workplace information responsibly	1.1 Review current standards, practices and procedures relating to workplace information 1.2 Identify sensitive data in own workplace environment according to organisational policies and procedures and within scope of own role 1.3 Classify workplace information types according to organisational procedures 1.4 Apply privacy policies to all data devices that require confidentiality
2. Store and share PII and workplace information securely	2.1 Organise obtained data sets in an easily retrievable format 2.2 Implement required access control protocols for identified sensitive data 2.3 Confirm that data is accurate, up-to-date, and comprehensive 2.4 Identify and report malfunctioning infrastructure and attacks on infrastructure that pose a threat to data integrity
3. Apply information protection protocols	3.1 Conduct back-up of on-site and off-site data according to organisational policies and procedures 3.2 Conduct privacy impact assessments on data 3.3 Confirm adherence to data protection compliance standards

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Interprets mathematical data
Oral communication	Asks open and closed probing questions and actively listens to clarify consultations
Reading	Recognises and interprets information from relevant sources to determine organisational expectations and legal requirements
Planning and organising	Efficiently and logically sequence the stages of data management
Technology	Uses appropriate technology platforms to assist with data storage, data retrieval and data management

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXCS303 Securely manage personally identifiable information and workplace information

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use data protection techniques to manage workplace information for one work area over the life of a small project or work cycle.

In the course of the above, the candidate must store and share personally identifiable information (PII) in a secure manner.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to securely managing PII and workplace information, including:

data protection

implications of Notifiable Data Breach legislation on an organisation and other associated Australian privacy laws

established international legislation

organisational policies and procedures relating to:

identifying sensitive data

securely storing, sharing and managing customer information

encryption, and protocols for its uses

data classification

media and document labelling

monitoring and reporting faults and malfunctions in IT infrastructure

industry best practice and Australian government sources of information relating to access control, including:

password protection

storage locations

securely sharing

data deletion

risks and benefits of cloud storage

risks of communicating sensitive information via non-secure means e.g. email and SMS

framework for distributed storage

technologies, techniques and protocols for storing and retrieving data

data protection protocols and industry-standard compliance standards relating to:

back-up

data sharing

data storage

disposal of sensitive information

privacy impact assessments.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment requiring cyber secure practices, processes and procedures.

Access is required to:

information and data sources relating to cyber security

device with active internet connection

internet browser

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCS304 Apply cyber hygiene best practices

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to identify and use organisational cyber hygiene best practices to ensure that users of computers and other devices maintain system health and online security.

The unit applies to individuals working in a broad range of industries and job roles who engage with and use computers and other devices.

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

Unit Sector

Digital Competence - Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and prepare to use organisational cyber hygiene best practices	1.1 Identify organisational priorities regarding cyber hygiene 1.2 Identify organisational cyber hygiene best practices to incorporate into own practices 1.3 Prepare appropriate organisational cyber hygiene practices relevant to own role and workplace according to organisational policies and procedures
2. Implement organisational cyber hygiene best practices in own workspace	2.1 Identify and remove obsolete programs and fragmented files from workplace devices according to organisational policies and procedures 2.2 Identify and report phishing emails according to organisational policies and procedures 2.3 Apply complex passwords and multifactor authentication to devices according to organisational policies and procedures 2.4 Update software if required by organisation
3. Evaluate and update organisational cyber hygiene best practices	3.1 Participate in required learning and development relating to organisational cyber hygiene best practice 3.2 Review application of own organisational cyber hygiene practices 3.3 Update organisational cyber hygiene practices as required own review and by organisation

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information regarding cyber hygiene best practice Develops basic understanding of trends in cyber security protection
Reading	Identifies and interprets information from relevant sources to determine practices for optimal cyber health
Writing	Uses clear and industry-specific terminology relating to cyber hygiene
Initiative and enterprise	Proactively incorporates cyber hygiene best practice into daily routine
Planning and organising	Manages own cyber hygiene plan that emphasises the importance of carrying out regular, low impact security measures, such as password change or multifactor authentication
Technology	Uses appropriate technology platforms to assist with cyber hygiene best practice

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCS304 Apply cyber hygiene best practices

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify and use the following cyber hygiene best practices:

implement at least three different low impact security measures

identify and report at least two phishing emails.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common cyber hygiene practices surrounding hardware, software, applications, and processes used in own role

organisational policies and procedures relevant to identifying and using cyber hygiene best practices, including:

reporting procedures regarding phishing emails

password updates

permissions and restricted access to servers

common indicators of phishing emails, including:

grammar and spelling errors

inconsistencies in email addresses, links, and domain names

suspicious attachments and uniform resource locators (URLs)

requests for credentials, payments and personal details

common cyber hygiene issues, including:

loss of data

misplaced data

security breaches

outdated software

lack of risk management procedures

organisational cyber hygiene best practices, including:

complex and strong passwords and multifactor authentication

updating system software

backing up data

limiting user permissions and access to applications, systems, and data

installation and maintenance of malware detection software and signatures

software evaluation and management processes

firewalls and demilitarised zone (DMZ) networks

vulnerability scans

daily full backups

weekly incremental backups

techniques to evaluate and determine cyber hygiene practices.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required hardware, software and their components

system, network and application infrastructure

internet connection that supports the requirements set out in the performance evidence

organisational security policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCS305 Identify and assess cyber security insider threats and risks

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to contribute to business operations by identifying and assessing cyber security insider threats and risks. This includes reviewing and applying organisational processes for identifying and documenting insider threats.

The unit covers insider threats and risks that relate to individuals in an organisation who commit an act, intentionally or unintentionally, that causes harm.

The unit applies to individuals who identify and communicate identified insider threats and risks to required management and information technology (IT) personnel.

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

Unit Sector

Digital Competence - Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to identify insider threats and risks in workplace	1.1 Identify common types of insider threats and risks 1.2 Determine organisational process for identifying and assessing insider threats and risks
2. Identify and assess insider threats and risks	2.1 Review organisational processes and identify gaps that may allow for insider threats and risks to occur 2.2 Monitor work activities and identify digital and behavioural indicators of insider threats and risks in organisation 2.3 Analyse identified indicators and confirm existence of insider threats and risks 2.4 Identify potential impact and probability of identified threats and risks
3. Complete identification and assessment of threats and risks	3.1 Document identified insider threats and risks according to organisational policies and procedures 3.2 Communicate identified insider threats and risks to required management and information technology (IT) personnel within scope of own role

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Uses effective communication techniques to discuss insider threats and risks
Reading	Interprets information in a range of formats when identifying insider threats and risks Reads and applies information of relevance when identifying insider threats and risks
Writing	Uses required and industry-specific terminology in identifying insider threats and risks
Technology	Uses required technological tools in identifying and assessing insider threats and risks

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCS305 Identify and assess cyber security insider threats and risks

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify, assess and document at least:

three instances of malicious insider threats and risks

three instances of accidental insider threats and risks.

In the course of the above, the candidate must:

identify common indicators of insider threats

identify organisational risks associated with common insider threats

identify scenarios where insider threats may occur

adhere to relevant organisational security procedures.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

definition of insider threat and risk

difference between malicious and accidental insider threats and risks

key components of organisational security procedures

indicators of digital insider threats, including:

accessing sensitive data not associated with job function

using unauthorised storage devices

data hoarding

emailing data to those external to organisation

irresponsible social media use

indicators of behavioural insider threats, including:

frequently visiting workplace outside normal business hours or working extra hours

violating corporate policies

decline in work performance

unpredictable behaviour or obvious signs of being disgruntled with organisation

organisational policies and procedures relating to cyber security

organisational impacts of insider threats and risks, including:

stolen and misused data

customer and client liability

reputational loss.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required hardware, software and their components

system, network and application infrastructure

internet connection that supports the requirements set out in the performance evidence

organisational cyber security policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCS306 Apply own techniques to prevent cyber security insider threats

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to contribute to business operations through the application of techniques to prevent insider threats in own work. This includes analysing one’s own existing strategies to prevent insider threats, and determining and implementing effective insider threat prevention techniques.

The unit applies to individuals in a range of industries and job roles who contribute to the prevention of insider threats as part of broader responsibilities. Individuals will typically work in administrative roles under supervision.

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

Unit Sector

Digital Competence - Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to apply techniques to prevent insider threats	1.1 Identify basic insider threat prevention techniques according to organisational security procedures 1.2 Consult with colleagues and stakeholders on insider threats and risks faced by organisation 1.3 Identify frequency, type and impact of insider threats faced in own work area
2. Implement techniques to prevent insider threats in own work	2.1 Consult with colleagues and stakeholders on different prevention techniques 2.2 Identify techniques to prevent insider threat according to organisational context 2.3 Administer insider threat prevention techniques to relevant organisational equipment and devices 2.4 Document administered techniques according to organisational policies and procedures 2.5 Provide feedback to required personnel on implemented techniques
3. Review and update insider threat-prevention techniques	3.1 Participate in required organisational learning and development programs regarding insider threat prevention techniques 3.2 Identify insights from training and share benefits to organisation with required personnel 3.3 Update own insider threat prevention techniques where required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies documents and texts of varying complexity to extract and analyse relevant information
Writing	Uses industry-specific and organisational terminology in workplace documents that identify insider threat prevention techniques
Initiative and enterprise	Takes responsibility for identifying effective insider threat prevention techniques in own work context
Technology	Uses technology to access and filter data and then extract, organise, integrate and share information

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCS306 Apply own techniques to prevent cyber security insider threats

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply techniques to prevent at least two potential cyber security insider threats in own work area, using different techniques with each threat.

In the course of the above, the candidate must:

adhere to organisational security procedures regarding cyber security insider threat prevention.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

definition of cyber security insider threat

organisational security procedures for preventing cyber security insider threats

types of cyber security insider threats and risks, including malicious and accidental actions

opportunities for insider threats, including:

simple passwords

orphaned accounts

human resource policies that support prevention of cyber security insider threats, including:

general data protection policies

incident response policies

third-party access policies

account management policies

user monitoring policies

password management policies

techniques to reduce cyber security insider threats, including:

organisation-wide participation in cyber security insider threat awareness programs

limiting user permissions and access to applications, systems, and data

firewalls and demilitarised zone networks

software monitoring

good practice examples of organisational learning and development programs regarding insider threat prevention.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required hardware, software and their components

system, network and application infrastructure

internet connection that supports the requirements set out in the performance evidence

organisational cyber security policies and procedures

legislative requirements regarding organisational security.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCS401 Maintain security of digital devices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required ensure the cyber security of digital devices.

It applies to those working in a broad range of industries who as part of their job role ensure the security of digital devices used.

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

Unit Sector

Digital Competence – Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify appropriate security for digital devices	1.1 Create and maintain register of digital devices on organisation’s network 1.2 Confirm what information is held on the registered devices 1.3 Categorise level of risk associated with each device based on sensitivity of information stored 1.4 Select required security protocol to manage level of risk associated with each device
2. Apply protection strategies to digital devices	2.1 Install and run latest anti-malware on each device 2.2 Create strong passwords across personal and work accounts 2.3 Switch on two-factor authentication where available 2.4 Encrypt devices according to instructions 2.5 Develop associated physical security plan and communicate this to whole organisation
3. Evaluate effectiveness of applied protection strategies	3.1 Review number of breaches and business impact over review period 3.2 Monitor latest developments in digital security 3.3 Support organisation to select most appropriate security strategies
4. Patch software across multiple devices	4.1 Apply updates to software and applications across own desktop and mobile devices 4.2 Ensure that new devices are updated and configured correctly as part of initial start-up procedure

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Interprets mathematical data Completes at times complex calculations and records mathematical data
Reading	Recognises and interprets information from relevant sources to determine organisational expectations relating to cyber security
Technology	Uses appropriate technology platforms to assist with protection strategies relating to cyber security

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXCS401 Maintain security of digital devices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use best practice protection strategies to maintain the security of two different electronic devices over the life of a small project or work cycle

conduct gap analysis to evaluate effectiveness of all applied best practice strategies.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

external party security risks and methods for mitigating risk

industry-accepted best practice protection strategies for improving security on digital devices:

password management

use of anti-virus software

virtual private network (VPN) use on public Wi-Fi

router settings

fundamentals of two-factor authentication

encryption

patching software applications

risk management methodologies

tools and techniques to conduct gap analysis of strategy performance

data protection requirements for:

stored data

data in transit

data in third party applications

mobile device security strategies.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment requiring cyber secure practices, processes and procedures.

Access is required to:

information and data sources relating to cyber security

device with active internet connection

internet browser

industry standards and organisational procedures required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCS402 Promote workplace cyber security awareness and best practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to promote cyber security in a work area.

It applies to those working in a broad range of industries who as part of their job role support policies, procedures and practice within an organisation that promote cyber security.

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

Unit Sector

Digital Competence – Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop cyber security awareness in work area	1.1 Establish current level of awareness in work area relating to cyber security 1.2 Create and maintain cyber security awareness program that reflects organisation-wide best practice 1.3 Contribute to developing cyber security policies and procedures, and communicate to required personnel
2. Support effective cyber security practices in work area	2.1 Review cyber security practices according to organisational policies and procedures 2.2 Arrange training and information updates as required, and maintain related records 2.3 Present insights from review and training to required personnel, and potential related impacts on workplace
3. Review cyber security awareness in work area	3.1 Review latest cyber security threats and trends impacting organisations 3.2 Document outcomes of review and suggested improvements for consideration by required personnel 3.3 Communicate review outcomes and cyber security improvement requirements according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information Shares insights gained from cyber security trend analysis
Oral communication	Consults with stakeholders to inform decision making
Reading	Interprets information from relevant sources to determine organisational expectations
Writing	Uses clear, specific and industry-related terminology relating to cyber security in workplace documents
Planning and organising	Maintains records and documentation relating to cyber security protection
Teamwork	Works collaboratively with interdisciplinary teams to promote cyber security
Technology	Uses appropriate technology platforms to assist with promoting cyber security within work area

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXCS402 Promote workplace cyber security awareness and best practices

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop one set of policies and procedures for a work area that promote cyber security awareness and practices

arrange training or updates to be provided to colleagues that support practice or awareness in relation to two different cyber security matters.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to cyber security context of performance evidence, including:

data protection

implications of Notifiable Data Breach legislation on an organisation and other associated Australian privacy laws

established international legislation

organisational policies and procedures relating to:

securely storing, sharing and managing information

encryption, and protocols for its uses

data classification and management

media/document labelling

data governance

acceptable use

bring your own device

Australian government sources of information on current threats

risks associated with workplace cyber security

strategies and techniques for promoting workplace cyber security

techniques for:

implementing and promoting workplace cyber security awareness

facilitating training that promotes cyber security awareness, including the use of simulated activities.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment requiring cyber secure practices, processes and procedures.

Access is required to:

information and data sources relating to cyber security

device with active internet connection

internet browser

industry standards and organisational procedures required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCS403 Contribute to cyber security threat assessments

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to support maintaining a cyber secure network through identifying cyber security threats for an organisation.

It applies to those working in a broad range of industries who as part of their job role contribute to assessments of level of risk relating to real and potential cyber security breaches.

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

Unit Sector

Digital Competence – Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to reviewing workplace cyber security threats	1.1 Identify relevant organisational data security/protection policies and procedures 1.2 Contribute to organisation-wide cyber security audits 1.3 Contribute to identifying threats to workplace security of cyber security threats
2. Assist in assessing risks and potential business impact of cyber security threats	2.1 Assist in assessing cyber security risks and their likelihood, consequences and suggested mitigation strategies 2.2 Assist in reviewing industry level threats and best practice cyber security strategies 2.3 Assign risk levels for identified cyber risks based on measurement scale 2.4 Contribute to identifying impact of risks
3. Finalise cyber security threat assessment	3.1 Document impact findings that include recommendations for required responses to control risks 3.2 Support the communication of cyber security threat assessment outcomes and recommendations to required personnel 3.3 Seek feedback as required on assessment findings 3.4 Assist in integrating feedback to finalise threat assessment 3.5 Distribute or store final threat assessment according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Interprets mathematical data Completes at times complex calculations and records mathematical data
Oral communication	Asks open and closed probing questions and actively listens to clarify consultations Communicate findings of assessment of business impact to required personnel
Reading	Recognises and interprets information from relevant sources to determine organisational expectations
Writing	Uses clear, specific and industry-related terminology relating to cyber security Produces written reports on business impact of assessed threat
Teamwork	Works collaboratively with interdisciplinary teams to ensure procedures are implemented
Technology	Uses appropriate technology platforms to assist with cyber security threat assessments

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXCS403 Contribute to cyber security threat assessments

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

provide non-technical support to a cyber security threat assessment in a work area by describing three threats

communicate and distribute findings of the identified threats.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to contributing to cyber security threat assessments, including:

data protection

implications of Notifiable Data Breach legislation on an organisation and other associated Australian privacy laws

established international legislation

potential organisational impact of cyber attacks

online risks affecting organisation’s operations

common procedures for cyber threat rating and modelling

strategies, techniques and tools that improve an organisation’s cyber security and audit processes

organisational policies and procedures for information security, including:

confidentiality, integrity, and availability

communicating threat assessment findings.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment requiring cyber secure practices, processes and procedures.

Access is required to:

information and data sources relating to cyber security

device with active internet connection

internet browser

industry standards and organisational procedures required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCS404 Contribute to cyber security risk management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to contribute to cyber security risk management, which includes assisting in developing and managing associated risk management strategies.

It applies to those working in a broad range of industries and job roles who work alongside technical experts to develop cyber security risk-management strategies.

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

Unit Sector

Digital Competence – Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Contribute to recommending risk management strategies that mitigate cyber security risk	1.1 Consult with stakeholders to determine scope of risk management appropriate to organisation and industry 1.2 Review relevant critical cyber risk management strategies appropriate to level of risk 1.3 Assist in developing suitable cyber security response options according to organisational policies and procedures 1.4 Present options for risk management strategies for approval within scope of own role 1.5 Document approved risk management strategies
2. Support implementation of approved risk management strategies in response to risk	2.1 Support communication of approved risk management strategies to required personnel 2.2 Contribute to monitoring cyber security risk according to selected risk management strategies 2.3 Assist in determining compliance with implemented cyber risk mitigation strategies 2.4 Address non-compliance within scope of own role and escalate where required according to organisational policies and procedures 2.5 Assist in establishing feedback processes that provide warning of potential new risks according to organisational requirements
3. Review and revise implemented risk management strategies	3.1 Identify benchmarks to track effectiveness of risk management strategies 3.2 Support evaluation of effectiveness of implemented strategies 3.3 Update risk management strategies with new information as required

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information
Numeracy	Interprets mathematical data
Oral communication	Asks open and closed probing questions and actively listens to clarify consultations Communicate proposed risk management strategies to required personnel
Reading	Recognises and interprets information from relevant sources to determine organisational expectations and legal requirements
Writing	Uses clear, specific and industry-related terminology relating to cyber security Maintains and updates a range of documents, including risk registers and incident response plans
Planning and organising	Manages incident response plans
Teamwork	Works collaboratively with interdisciplinary teams develop cyber risk management strategies
Technology	Uses appropriate technology platforms to assist with cyber security risk management

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXCS404 Contribute to cyber security risk management

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

contribute to developing and implementing risk management strategies that control two different identified cyber security risks and document the response option applied to each risk

support evaluation of effectiveness of each implemented strategy.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative and regulatory requirements relating to contributing to cyber security risk management, including:

data protection legislation

notifiable data breach legislation

Australian privacy laws

established international legislation

key risk management strategies, including:

regular organisational training

regular threat assessment

cyber security incident response plan

clear escalation routes

organisational policies and procedures, including for:

analysing and reviewing risk management methodologies

developing communications plans

evaluating effectiveness of risk management strategies

monitoring cyber risk

reviewing currency of risk register

industry-specific knowledge of suitable procedures for applying risk management strategy

guidelines required for updating technology

business process design principles in relation to risk management

reporting mechanisms for tracking organisational cyber security maturity.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment requiring cyber secure practices, processes and procedures.

Access is required to:

information and data sources relating to cyber security

device with active internet connection

internet browser

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCS405 Contribute to cyber security incident responses

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Application

This unit describes the skills and knowledge required to assist in responding to and containing cyber security incidents.

It applies to those working in a broad range of industries and job roles who work alongside technical experts to develop cyber security risk-management strategies.

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

Unit Sector

Digital Competence – Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Confirm cyber security incident and contribute to its containment	1.1 Confirm nature and location of cyber security incident according to organisational policies and procedures 1.2 Estimate risk, likelihood and potential consequence of incident according to organisational response procedures 1.3 Assist in ensuring that cyber incident is contained according to legislative requirements and organisational cyber security incident response plan 1.4 Assist in confirming no further risks according to legislative requirements and organisational response procedures
2. Communicate information on cyber security incident	2.1 Escalate cyber security incident with required workplace personnel according to organisational policies and procedures 2.2 Consult with required internal and external stakeholders on communication needs relating to cyber security incident 2.3 Assist in alerting required external parties according to legislative requirements and organisational procedures
3. Contribute to post-incident activities	3.1 Support post-breach review and reporting 3.2 Assist in identifying lessons learnt from incident response and recommended changes to cyber security response plan 3.3 Assist in updating cyber security response plan to reflect review outcomes according to organisational policies and procedures 3.4 Communicate lessons learnt and recommendations to required personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Modifies behaviour following exposure to new information Understands developments within cyber security protection and is able to advise on which options are appropriate
Numeracy	Interprets mathematical data Completes at times complex calculations and records mathematical data
Oral communication	Asks open and closed probe questions and actively listens to clarify consult with business and ICT technicians Communicate findings of assessment of business impact to required personnel
Reading	Recognises and interprets information from relevant sources to determine organisational expectations and legal requirements
Writing	Uses clear, specific and industry-related terminology relating to cyber security Produce written reports on business impact of assessed threat
Planning and organising	Manages cyber security incident response plan including protection strategies through to responding to breaches
Technology	Uses appropriate technology platforms to assist with cyber security incident responses

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for BSBXCS405 Contribute to cyber security incident responses

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to assist in:

responding to two different cyber security incidents in a work area

conducting one post-breach review.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

legislative requirements relating to contributing to cyber security incident responses, including:

data protection

implications of notifiable data breach legislation on an organisation and other associated Australian privacy laws

established international legislation

procedures for developing communications plans

organisational policies and procedures relating to cyber security incident response, including procedures for:

confirming nature and location of incidents

determining risk, likelihood, and consequence of incidents

containing incidents

notifying internal and external stakeholders of incident

internal and external communications

conducting post-breach reviews

reporting methods for cyber security incidents, including official government channels

key features of cyber security incident response plan

risk mitigation strategies and procedures relating to cyber security

internal and external stakeholders involved in responding to cyber security incidents.

Assessment Conditions

Skills must be assessed in a workplace or simulated environment where conditions are typical of a work environment requiring cyber secure practices, processes and procedures.

Access is required to:

information and data sources relating to cyber security

device with active internet connection

internet browser

industry standards, organisational procedures, and legislative requirements required to demonstrate the performance evidence.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

BSBXCS406 Develop cyber security insider threat and risk response plans

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to develop cyber security insider threat and risk response plans to effectively prevent, detect and mitigate insider threats. This includes assessing current cyber security risks, evaluating existing procedures, and drafting a cyber security insider threat and risk response plan. An insider threat or risk refers to an intentional or unintentional act committed by individuals in an organisation that causes, or has the potential to cause, harm to an organisation’s cyber security.

The unit applies to individuals who work in a broad range of industries who as part of their job role assist in preventing insider threat and risk, by supporting processes to develop response plans. Individuals in these job roles will demonstrate judgement and have limited responsibilities in changing contexts.

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

Unit Sector

Digital Competence - Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop cyber security insider threat and risk response plan	1.1 Assess organisational cyber security risks and their causes 1.2 Evaluate impact and probability of assessed organisational cyber security risks 1.3 Prioritise organisational cyber security risks based on their impact and probability
2. Draft cyber security insider threat and risk response plan	2.1 Identify and document existing organisational policies and procedures for responding to cyber security insider threats and risks 2.2 Evaluate existing procedures to monitor employee adherence to risk minimising policies and procedures 2.3 Evaluate effectiveness of existing risk response policies and procedures based on prioritised risks 2.4 Research existing examples of best practice cyber security insider threat and risk response plans in different organisations 2.5 Develop draft of cyber security threat and risk response plan based on prioritised organisational risks according to legislative requirements
3. Review and finalise cyber security insider threat and risk response plan	3.1 Seek feedback on draft plan from required personnel according to organisational policies and procedures 3.2 Integrate feedback and finalise plan 3.3 Seek plan sign-off according to organisational policies and procedures 3.4 Distribute and store documented plan according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Oral communication	Consults with stakeholders to inform decision making
Reading	Interprets information from relevant sources to inform plan
Writing	Uses clear and industry-specific terminology relating to cyber security in workplace documents
Teamwork	Works collaboratively with teams to develop risk response plans
Initiative and enterprise	Takes responsibility for identifying and complying with legislative requirements applicable to self and the organisation
Planning and organising	Maintains records and documentation relating to cyber security insider threat and risk response plans
Problem solving	Systematically gathers and analyses required information and evaluates options in order to identify opportunities for improvement
Technology	Uses appropriate technology platforms to assist with developing plan

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCS406 Develop cyber security insider threat and risk response plans

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one cyber security insider threat and risk response plan for an organisation or work area that effectively prevents and mitigates insider threats and risks.

In the course of the above, the candidate must:

assess the organisation’s mission, culture, values, and threats and tailor the risk response to this context

conduct primary and secondary research on best practice for risk response plans.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

employee risk profiles, including:

types of risks and threats employees pose

likelihood of threats occurring

level of disruption and cost associated with employee risk

effectiveness of controls in place to manage risk

definition of cyber security insider threat

organisational security policies and procedures regarding cyber security insider threat prevention

methods to evaluate effectiveness of policies and procedures, including:

qualitative, including observing behaviour

quantitative, including number of breaches per year

risks related to different positions and duties within organisation described in performance evidence

technology used within roles and organisation exposed to insider threats and risks, including:

hardware, including computers, smart devices and surveillance cameras

software

tools for cyber security threat detection, prevention, mitigation and analysis

legal and regulatory requirements relating to cyber security insider threat and risk response plans

organisational policies and procedures relating to cyber security insider threat and risk response plans

organisational format and features expected of cyber security insider threat and risk response plan.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required hardware, software and its components

system, network and application infrastructure

internet connection that supports the requirements set out in the performance evidence

organisational security procedures

legislative requirements regarding organisational security.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCS407 Develop cyber hygiene best practice plan

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to develop a plan to incorporate cyber hygiene best practices within an organisation. This includes analysing the existing organisational approach to cyber hygiene and drafting a plan to develop new practices.

The unit applies to individuals in specialist positions who are required to contribute to the development of cyber hygiene best practices as part of broader responsibilities.

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

Unit Sector

Digital Competence - Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop cyber hygiene best practice plan	1.1 Research cyber hygiene best practices 1.2 Identify strengths and weaknesses of cyber hygiene practices in own organisation 1.3 Assess employee awareness surrounding cyber hygiene practices
2. Analyse organisation’s past record of cyber hygiene and breaches	2.1 Analyse historical data on organisational cyber breaches 2.2 Analyse historical data on changes in organisational cyber hygiene practices 2.3 Assess regularity of breaches and identify relationships between updates in cyber hygiene and regularity of breaches
3. Develop cyber hygiene best practice plan for organisation	3.1 Use primary and secondary resources to gather a range of information on organisational cyber hygiene best practice 3.2 Draft a cyber hygiene best practice organisational plan based on previously identified failures and successes and according to legislative requirements
4. Update and finalise cyber hygiene best practice plan	4.1 Seek feedback on draft cyber hygiene best practice plan from required personnel according to organisational policies and procedures 4.2 Integrate feedback and finalise plan 4.3 Seek plan sign-off according to organisational policies and procedures 4.4 Distribute and store documented plan according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Selects, synthesises, and evaluates evidence from a range of sources
Writing	Develops written texts using appropriate grammar, spelling and punctuation in relevant organisational formats Uses clear and industry-specific terminology relating to cyber hygiene
Problem solving	Uses problem-solving skills to identify and analyse issues or barriers, consider options and develop responses and opportunities for improving cyber hygiene
Technology	Uses appropriate technology platforms to assist with developing plan

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCS407 Develop cyber hygiene best practice plan

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop and seek feedback on at least one cyber hygiene best practice plan.

In the course of the above, the candidate must:

analyse historical organisational cyber security data.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies and procedures relating to cyber hygiene practices and plans

legislative requirements relevant to cyber hygiene practices

consequences of poor cyber hygiene practices

historical data relevant to plan development, including relationship between cyber breaches and implementation of best practice methods

methods to collect information from primary and secondary resources on cyber hygiene best practice

common cyber hygiene issues, including:

loss of data

misplaced data

security breaches

outdated software

old security software

lack of risk management strategies

cyber hygiene practices, including:

complex and strong passwords

multifactor authentication

software updates

backing up data

limiting user permissions and access to applications, systems, and data

firewalls

phishing email alerts

multifactor and complex passwords

regular data backups

antivirus software

organisational format and features expected of cyber hygiene best practice plans.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required hardware, software and their components

system, network and application infrastructure

internet connection that supports the requirements set out in the performance evidence

organisational security policies and procedures

legislative requirements regarding organisational security.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCS408 Develop employee cyber security risk profiles

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to contribute to business operations and risk mitigation by developing employee cyber security risk profiles. This includes identifying the organisational risk landscape, assessing compliant employee characteristics, and documenting employee risk characteristics.

The unit applies to individuals with specialist skills who contribute to employee cyber security risk mitigation in an organisation.

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

Unit Sector

Digital Competence - Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to develop employee risk profiles	1.1 Consult with key stakeholders on common employee cyber security risks faced by organisation 1.2 Assess probability and cost of employee cyber security risks faced by organisation 1.3 Identify and evaluate existing organisational strategies to mitigate risk for current and future employees 1.4 Identify relationship between frequency of employee cyber security risk events and existing organisational strategies to mitigate employee risk 1.5 Determine current level of workplace awareness regarding employee cyber security risk 1.6 Consult with key stakeholders to determine scope of employee cyber security risk management appropriate to organisation
2. Assess individual employee risk characteristics	2.1 Consult with key stakeholders to determine characteristics of an employee compliant with organisational policies and procedures 2.2 Consult with key stakeholders to determine high risk characteristics of employees in organisation 2.3 Identify and document high risk characteristics of employees and potential candidates, and of different demographics in organisation
3. Finalise employee cyber security risk profile	3.1 Assess organisational priorities in maintaining cyber security safety 3.2 Document employee and potential candidate cyber security risks in a risk profile against identified priorities according to organisational policies and procedures and legislative requirements 3.3 Update employee cyber security risk profile with new information as required and according to organisational policies and procedures and legislative requirements 3.4 Inform required personnel of key employee cyber security risks

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Gathers and analyses information applicable to employees, risk, business and systems
Oral communication	Uses a range of questioning techniques and active listening to communicate effectively and clarify where necessary
Reading	Identifies and interprets information from relevant sources
Writing	Uses clear and industry-specific terminology relating to cyber security and employee risk profiles
Teamwork	Works collaboratively with colleagues and stakeholders to develop employee cyber security risk profiles
Technology	Uses appropriate technology platforms to assist with developing employee cyber security risk profiles

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCS408 Develop employee cyber security risk profiles

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop a cyber security risk profile for at least three different employees

update the cyber security risk profiles of at least three different employees based on newly identified organisational risks.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

human resource operations and recruitment strategies relevant to insider cyber security threats

cost of employee risk profiling, including potentially breaching employee privacy

benefits of employee risk profiling, including employee risk mitigation

privileged access management systems

organisational impacts of poor employee risk management and profiling

legislative requirements relevant to employee risk mitigation

organisational strategies that minimise employee risk, including:

organisation-wide participation in insider threat awareness programs

privileged access management systems

surveillance systems

organisational factors relevant to employee risk mitigation, including:

policies and procedures

codes of conduct

organisational reputation and culture

required communication methods, including:

producing documents in organisational databases

reports

oral communication

procedures for developing employee risk profiles

key employee privacy legislation

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required hardware, software and their components

system, network and application infrastructure

internet connection that supports the requirements set out in the performance evidence

organisational risk management procedures

legislative requirements regarding organisational security.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXCS409 Plan and implement organisational cyber security insider threat prevention strategies

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Application

This unit describes the skills and knowledge required to plan and implement cyber security insider threat prevention strategies. This includes assessing different insider threat prevention strategies and providing training and support to staff to transition to new strategies.

The unit applies to individuals in specialist positions who use various systems and strategies to actively encourage teams and employees in an organisation to use insider threat prevention strategies.

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

Unit Sector

Digital Competence - Cyber Security

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to implement cyber security insider threat prevention strategies	1.1 Research cyber security insider threat strategies in industry and organisation-specific context 1.2 Determine potential threat sources within organisation 1.3 Identify previous and current insider threat prevention strategies in the organisation
2. Select strategies for insider threat prevention	2.1 Consult with employees and relevant information technology personnel on success of current and previous insider threat prevention strategies 2.2 Consult with required personnel to identify requirements of insider threat prevention strategies according to organisational and budgetary requirements 2.3 Identify insider threat strategies suited to organisational context and needs
3. Implement cyber security insider threat prevention strategies	3.1 Implement software and practices that comply with organisational and legislative requirements 3.2 Communicate strategies to required stakeholders and seek active participation of staff 3.3 Assist in implementing training processes and support for staff in transition to new strategies
4. Evaluate effectiveness of strategy and update and review as required	4.1 Interview employees to determine receptiveness towards strategies 4.2 Gather data on frequency of incidents following implementation of strategies 4.3 Modify strategies to meet changing needs according to organisational requirements 4.4 Monitor staff training needs and train new staff on strategies

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Interprets data from a range of sources to determine success of prevention plan Uses mathematical skills to interpret budgets, timelines and overall success of strategy
Oral communication	Participates in verbal exchanges using appropriate style, tone and vocabulary for audience, context and purpose Uses listening and questioning techniques to elicit key information and confirm understanding Presents at times complex information adjusting presentation style and vocabulary to suit the audience
Reading	Extracts, analyses and evaluates information from complex texts, including organisational policies and procedures
Writing	Gathers and uses information and ideas from a range of sources to create texts to meet organisational requirements
Planning and organising	Uses logical planning processes to identify and plan ongoing improvements
Teamwork	Works collaboratively with colleagues and stakeholders to develop threat prevention strategies
Technology	Uses required technology to plan and implement threat prevention strategies

Unit Mapping Information

No equivalent unit. Newly created unit.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXCS409 Plan and implement organisational cyber security insider threat prevention strategies

Modification History

Release	Comments
Release 1	This version first released with the Business Services Training Package Version 8.0. Newly created unit.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

plan and implement at least one cyber security insider threat prevention strategy that includes:

objectives

methods

budget

responsibilities of key individuals.

In the course of the above, the candidate must:

identify and report opportunities for further improvement.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

human resource policies in relation to cyber security, including:

general data protection policies

incident response policies

third-party access policies

account management policies

user monitoring policies

password management policies

sources of potential cyber security threats in organisation

resourcing needed to respond to insider threat, including:

administrative resources

technical resources

financial resources

knowledge of roles and responsibilities of key people in insider threat response teams, including:

response team lead

information technology specialists

human resources

legal

compliance

risk

communications

legislative requirements relating to cyber security threats

key features and functions of software used to mitigate insider threats

staff training methods in relation to implementing insider threat prevention strategy

key features of insider threat prevention strategies, including:

managing user access to sensitive resources

monitoring user activity in a network

analysing user behaviour

methods to evaluate effectiveness of insider threat prevention strategies, including:

data analysis of cyber breaches

interviewing employees.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required hardware, software and their components

system, network and application infrastructure

internet connection that supports the requirements set out in the performance evidence

legislative requirements regarding organisational security

real life case studies of failures and successes of insider threat prevention strategies

workplace documentation, resources required to plan and implement insider threat prevention strategies.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXDB301 Respond to the service needs of customers and clients with disability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to appropriately respond to the individual needs of customers or clients with disability, to maximise equal access to provided products or services.

This unit applies to front line personnel in service providers who interact with customers or clients with disabilities. Those undertaking this unit would work autonomously in a range of contexts whilst performing specific tasks, with supervisors available as an escalation point, if required.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements Elements describe the essential outcomes.	Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine service requirements for customer or client with disability	1.1 Confirm that communication method and form of interaction meet the capabilities, needs and preferences of individual customers or clients 1.2 Communicate with customer or client to determine the reason for the service interaction 1.3 Consult customers or clients to confirm if they have a requirement or preference for additional personal support within the service context
2. Confirm whether customer or client needs can be met through service provided	2.1 Determine whether customer or clients’ service and support needs are within the scope of own role and responsibilities, and confirm with supervisor 2.2 Identify where reference to other service providers is required where customer or client support needs or preferences are beyond the scope of own role
3. Provide service to customers or clients with disability	3.1 Inform customers or clients about the products, services or supports that are accessible to them, and how they can be used or navigated 3.2 Identify and access available supports, facilities or resources within scope of own role and according to organisational procedures, as required to service individual customers or clients 3.3 Seek feedback on whether customers or clients are satisfied with the service received and that their service needs have been addressed

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Accesses, reads and interprets information related to resources and supports available
Communication	Discusses and seeks information using appropriate structure and language for the particular audience Exchanges information through questions and responses to clarify or confirm understanding Engages with others clearly, using appropriate language and pace suitable to audience and environment
Navigate the world of work	Complies with organisational protocols, policies and procedures relevant to own role Understands nature and purpose of own role and associated responsibilities and how it contributed to organisational goals and outcomes
Interact with others	Selects and uses appropriate communication techniques in response to differences in customer or client profile Establishes connections and shares information with others who can contribute to effective work outcomes
Get the work done	Uses problem-solving skills to identify and analyse issues or barriers, consider options and develop responses and opportunities for improvement

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXDB301 Respond to the service needs of customers and clients with disability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including evidence of the ability to:

interact with a minimum of three different individual customers or clients with disability in compliance with organisational diversity and inclusion objectives and policies, codes of practice and behavioural guidelines and:

adjust communication styles within the service context, using verbal and nonverbal techniques to accommodate the individual capabilities, needs and preferences of customers or clients

interact through the use of assistive communication devices as directed by individual customers, support persons or specialist support providers

implement a person-centred service approach that focuses on individual customer or clients’ expressions of their needs and preferences

provide support and access resources and services to address the needs of customers or clients within scope of own role and escalate to supervisor where required

refer to additional service providers to meet more complex individual customer or client needs

seek feedback on customer/client satisfaction with service.

Throughout this process, interaction with an individual’s support person should only be undertaken as required.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

organisational policies, codes of practice and/or behavioural guidelines for:

interacting with customers or clients with disability

maintaining confidentiality, privacy and dignity for customers and clients

responding to customers and clients disclosing and/or sharing information about disability

persons covered by the Disability Discrimination Act

features of the social model of disability as compared to the medical model

where barriers to access and communication within service contexts exist

different communication methods and techniques that can be employed when interacting with customers or clients, including:

use of plain English in spoken and written communication

at least one other verbal and one other nonverbal communication method

at least two augmentative and alternative communication techniques appropriate to the service context and purpose of interaction

inclusive language and person-first expressions to use when communicating with, or about, customers or clients with disability

supports, services, resources, facilities and aids that can be accessed and utilised to meet individual customer or client needs

principles and strategies of a person centred support approach

additional disability support and service providers that can be referred to, to meet more complex individual customer or client needs.

Assessment Conditions

The following conditions must be met for this unit:

Use of facilities, equipment and resources, including:

a customer or client base or a simulated setting (where a workplace situation would be impractical, inappropriate or not possible), consisting of contact with a minimum of three individuals with differing disabilities

workplace diversity and service policies and codes of practice

organisational guidelines and codes of practice for provision of service to customers or clients with disability

organisational products, services and/or supports

Industry operating conditions, including:

challenges typical in work to support customers or clients with disability

a minimum of three opportunities for real service interactions with customers or clients, either face to face or through other formats for service interaction, such as telephone and email.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards to AC.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXDB401 Develop and implement recruitment processes that are inclusive of people with disability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to develop and implement recruitment processes in accordance with regulatory and workplace requirements, to ensure a workforce that is inclusive of people with disability. It involves developing capabilities to ensure hiring processes are accessible to candidates with differing disabilities, and that hiring outcomes promote workplace inclusion and diversity objectives.

This unit applies to human resources staff and hiring managers, as well as broader management within workplaces across various industries, who are responsible for determining hiring requirements, structuring jobs and assessing applicants.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements Elements describe the essential outcomes.	Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine job requirements	1.1 Consult with relevant management personnel to determine workplace recruitment needs and position requirements 1.2 Prepare job descriptions, capability and task specifications that accurately reflect inherent role requirements and workplace needs 1.3 Develop selection criteria that reflect job specifications and support opportunities for candidates with disability
2. Establish accessible application processes	2.1 Choose alternative formats, channels and technologies for advertising vacancies that promote applications from talent pools including people with disability 2.2 Test accessibility of application processes and platforms to ensure all candidates are able to submit applications
3. Undertake inclusive interview processes	3.1 Design an interview guide and questions that can be presented in various formats, which reflect job role requirements and anti-discrimination standards 3.2 Confirm the format, method of communication and environment through which interview will be undertaken, and outline alternative options to assist with meeting individual applicant needs and preferences 3.3 Consult applicants on their individual communication and support needs, and identify any modifications, reasonable adjustments or alternative communication strategies to be implemented to assist them through the hiring process 3.4 Conduct accessible interviews, through formats and techniques that match identified applicant needs 3.5 Test the accessibility of any other assessment and selection tools used, and confirm that candidates are able to use them, or have available alternatives, to demonstrate their skills and capabilities
4. Conclude recruitment process	4.1 Assess and select candidates equitably and objectively using selection criteria 4.2 Seek feedback from applicants on accessibility of recruitment process and implementation of any adjustments 4.3 Seek feedback from manager of successful candidate on appropriateness of match to job specifications, to inform improvements for future recruitment processes 4.4 Make recommendations to management responsible for workplace policies and practices to improve inclusive recruitment of people with disability

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and analyses complex texts to determine legislative, regulatory and business requirements Analyses and evaluates a range of textual information to determine staff requirements of the workplace, and suitability of candidates
Writing	Researches and develops documents that communicate effectively, maximising the potential to attract suitable candidates, and developed within applicable organisational and legislative requirements Creates texts using formats and language appropriate to the audience and context
Communication	Presents information and seeks advice using appropriate structure and language for the particular audience Participates in discussions using questions and responses to elicit the view of others and to clarify or confirm understanding
Navigate the world of work	Recognises and adheres to legislative requirements, workplace protocols, policies and procedures associated with the hiring process Develops and reviews workplace policies and procedures in accordance with legal and workplace requirements
Interact with others	Uses inclusive and collaborative techniques to seek feedback and support, and consult with a range of stakeholders Selects and uses appropriate protocols when communicating with internal stakeholders, as well as candidates, to seek or share information
Get the work done	Plans and organises workload, information and hiring that ensures compliance with workplace policies, procedures and legislative requirements Uses problem-solving skills to identify and analyse issues, consider options and develop responses and opportunities for improvement Organises and completes work according to defined requirements, taking responsibility for decisions and sequencing tasks to achieve efficient outcomes

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXDB401 Develop and implement recruitment processes that are inclusive of people with disability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including evidence of the ability to conduct the following on at least one occasion:

undertake a recruitment process on at least one occasion that includes 2 or more candidates, including:

identifying current legislative obligations that must be adhered to when recruiting

identifying and recommending any improvements to support workplace diversity and inclusion when recruiting

preparing a job description relevant to a workplace hiring need, including:

outlining inherent role requirements, task, skill and knowledge specifications

removing any exclusionary criteria that are not inherent to core role requirements

developing selection criteria that match the job requirements as well as support opportunities for candidates with disability

accessing employment agencies and/or specialist services to source candidates and confirm access requirements for recruitment processes, applications and interviews

selecting and using accessible communication channels, formats and technologies for promoting vacancies and accepting applications

developing non-discriminatory interview guides that match selection criteria

confirming the accessibility of any other assessment techniques or tools used

conducting recruitment and interviewing processes by:

consulting candidates to determine their communication and support needs

outlining any modifications required to assist them through the hiring process

selecting and using appropriate communication techniques, interview formats and environments, technologies or adjustments to meet individual candidate needs

involving any support persons as necessary and ensuring that they do not detract from the first hand interaction with the candidate (for example, by answering questions for the individual beyond a translation capacity)

assessing candidates against selection criteria, make selections and justify choice

seeking feedback on hiring processes from applicants and management.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

persons covered by the Disability Discrimination Act

the social model of disability as compared to the medical model

current legislation, standards and other instruments that promote the inclusion and rights of people with disability, including:

Disability Discrimination Act

Fair Work Act

Other State/Territory anti-discrimination legislation

United Nations Convention on the Rights of Persons with Disabilities

The National Disability Strategy

Accessibility standards, including the Web Content Accessibility Guidelines

workplace responsibilities related to inclusive recruitment processes

positive workplace outcomes resulting from the hiring of individuals with disability

aspects of workplace operations that impact the outcomes of inclusive recruitment strategies, including:

staffing structure and workforce needs

workplace human resource and hiring practices

job needs, knowledge and skill requirements, and inherent role requirements

workplace diversity and inclusion objectives and policies

workplace policies and protocols for:

recruitment and inclusion of people with disability

maintaining confidentiality and privacy for job applicants and staff members

responding to disclosure and/or sharing of information about disability

inclusive language and person-first expressions to use when communicating with, or about, people with disability

accessible and inclusive options for aspects of recruitment processes, including:

candidate sourcing methods

assessment techniques and tools

interview formats, environments and techniques

language and questioning strategies

appropriate communication techniques, including use of plain English, and augmentative and alternative communication methods and aids

disability employment services, other employment agencies or specialist services that can provide advice on accessible recruitment processes and assist with accessing talent pools.

Assessment Conditions

Skills must have been demonstrated in a real or simulated workplace. Simulations and scenarios are to be used where assessment in a workplace situation would be impractical, inappropriate, or not possible, particularly where skills relate to more sensitive or critical instances. The following conditions must be met for this unit:

Use of facilities, equipment and resources, including:

access to details regarding the workplace recruitment need

legislation and workplace policies related to diversity, inclusion and recruitment

communication channels, assessment tools, and workplace technologies

applicants with disability or case studies of applicants with disability

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXDB501 Support staff members with disability in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to support staff members with disability and address their workplace related needs. It involves coordinating additional support on an individualised level, to ensure that staff members are able to perform to the full extent of their capabilities with minimal barriers to work.

This unit applies to managers in organisations in various industries, who oversee other staff members.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements Elements describe the essential outcomes.	Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Promote additional support to staff members	1.1 Implement workplace initiatives that promote and encourage staff members to disclose and/or share information about their disability or support needs 1.2 Inform staff members of the supports and adjustments available to them, the benefits of requesting support, and the processes through which they can discuss additional support needs
2. Plan to address additional support needs for staff members with disability	2.1 Consult staff members who have self-identified, to discuss their work abilities, challenges and additional needs 2.2 Establish goals and expectations for provision of additional support with individual staff members 2.3 Agree with staff members on additional supports and strategies to implement, including any reasonable adjustments, to address their additional needs
3. Implement additional support for staff members with disability	3.1 Make necessary workplace arrangements to implement additional support and/or reasonable adjustment for individual staff members 3.2 Refer to additional support providers and specialists, where required support is beyond the scope of own role 3.3 Advise other relevant staff of their role in providing additional support to individual staff members 3.4 Review and seek feedback from staff members on implementation of strategies and supports 3.5 Make changes to strategies and supports in line with staff members’ feedback and preferences

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Accesses, reads and interprets detailed information related to resources and supports available
Writing	Develops and maintains workplace documentation accurately and in response to required needs
Communication	Discusses and seeks information using appropriate structure and language for the particular audience Uses questions and responses to clarify or confirm understanding Uses appropriate communication techniques to build rapport, trust and provide guidance and feedback
Navigate the world of work	Recognises and follows legislative requirements, organisational protocols, policies and procedures relevant to own role
Interact with others	Cooperates and consults with others to clarify understanding, achieve joint outcomes and seek feedback
Get the work done	Uses problem-solving skills to identify and analyse issues or barriers, consider options and develop responses and opportunities for improvement Organises and completes work according to defined requirements, taking responsibility for decisions and sequencing tasks to achieve efficient outcomes

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXDB501 Support staff members with disability in the workplace

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including, on at least one occasion, evidence of the ability to:

communicate the supports available to staff members and encourage staff members to disclose disabilities and/or discuss additional support needs

collaborate and consult with a minimum of three individual staff members with disability to:

identify work challenges and additional support needs

determine preferences for individual support

agree and document strategies, supports, reasonable adjustments and/or resources to implement to address support needs in line with organisational procedures

monitor effectiveness of supports and strategies and make any improvements as required to ensure additional support needs are met

involve any support persons as required throughout the process

implement workplace arrangements and/or adjustments to fulfil provision of agreed additional support

communicate roles and responsibilities related to support arrangements to other relevant staff

refer to additional or specialist support providers to address support needs outside of scope of own role.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

current legislation, standards and other instruments that promote the needs and rights of people with disability, including:

Disability Discrimination Act

Disability Services Act

Fair Work Act

Other State/Territory anti-discrimination legislation

United Nations Convention on the Rights of Persons with Disabilities

The National Disability Strategy

organisation protocols, policies and procedures for:

implementing modifications or supports for staff members

maintaining confidentiality, privacy and dignity for staff members

the definition of ‘reasonable adjustment’ within the organisational context, taking note of the organisation’s size, capabilities and resource base

support strategies, resources and reasonable adjustments that can be implemented to meet staff member support needs, including:

workplace modifications, equipment and facilities

assistive technologies, devices and aids

augmentative and alternative communication methods

use of plain English

flexible work options

cognitive and work tools

support services and specialist support providers

Government agencies and funds that provide services and support to people with disability and their employers

anonymous and identifying processes for staff members to learn about available supports and discuss support needs, including:

online resources

hotlines

workplace support teams

one-on-one conversations

inclusive language and person-first expressions to use when communicating with, or about, staff members with disability.

Assessment Conditions

The following conditions must be met for this unit:

Use of facilities, equipment and resources, including:

a work team, or workplace case study, consisting of minimum five staff members, where at least three have a disability

relevant legislation and workplace documents that address workplace inclusion and diversity practices and responsibilities, provision of workplace adjustment or additional support

workplace disability and support policies and codes of practice

Industry or simulated operating conditions, including:

challenges typical in work with staff members with disability and additional support needs

scenarios or opportunities that require real-time, interpersonal interactions and problem solving with other staff members and support providers

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXDB502 Adapt organisations to enhance accessibility for people with disability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to identify access requirements and barriers for people with different types of disability within organisational design, environments, and processes. It involves planning processes of organisational change to ensure people with disability experience equal access and inclusion within an organisational setting.

This unit applies to organisational managers and leaders across various industries with administrative responsibilities. Their roles and responsibilities would include planning, changing and evaluating organisational environments, processes, facilities and resources to enhance accessibility for people with disability.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements Elements describe the essential outcomes.	Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine current accessibility of an organisation	1.1 Assess current organisational compliance with accessibility legislation and standards 1.2 Identify current barriers to access within environmental and operational aspects of an organisation
2. Identify how barriers to access can be addressed	2.1 Identify access solutions to address identified organisational access barriers 2.2 Seek feedback from internal and external stakeholders to confirm viability of proposed access solutions 2.3 Outline accessibility changes to be made to the environmental and operational aspects of an organisation
3. Implement accessibility improvements	3.1 Develop plan to implement changes within scope of own role 3.2 Communicate changes and ongoing access responsibilities to members of the organisation whose roles are impacted 3.3 Seek approval from management for accessibility changes outside the limits of own role
4. Evaluate accessibility plan and update as required	4.1 Evaluate accessibility plan against identified goals, consulting internal and external stakeholders as required 4.2 Document and implement any further improvements to be made to ensure organisational accessibility

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Undertakes research activities to understand access needs and obligations
Reading	Sources, analyses and interprets detailed information related to access needs and organisational obligations
Writing	Structures content and documents in a logical, detailed and accurate manner which incorporates recommendations
Navigate the world of work	Identifies, confirms and takes responsibility for adherence to legal and ethical requirements, organisational policies and procedures relevant to own role
Interact with others	Uses inclusive and collaborative techniques to seek feedback, negotiate and consult with a range of stakeholders
Get the work done	Uses systematic and analytical processes to gather information and identify and evaluate options against criteria Uses problem-solving skills to identify and analyse issues or barriers, consider options and develop responses and opportunities for improvement Organises and completes work according to defined requirements, taking responsibility for decisions, planning and implementing activities, and sequencing tasks to achieve efficient outcomes

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXDB502 Adapt organisations to enhance accessibility for people with disability

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including, on at least one occasion, evidence of the ability to:

determine organisational obligations under current accessibility and anti-discrimination legislation, and standards

determine to what extent an organisation is currently meeting compliance requirements

analyse and confirm requirements for access and use for people with differing disabilities, specific to the organisational context

outline barriers to access that must be addressed within an organisation

apply the Principles of Universal Design to the environmental and operational aspects of an organisation

develop practical solutions that effectively address identified opportunities to improve accessibility, leveraging research findings and technological developments where appropriate

consult with internal and external stakeholders, such as customers, colleagues or access experts, as required to test solutions, confirm suitability, and develop implementation plan for changes

review and update implementation plan as required.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

current access and anti-discrimination legislation and standards, including:

Disability Discrimination Act

State and Territory anti-discrimination legislation

United Nations Convention on the Rights of Persons with Disabilities

Disability Services Act

National Disability Strategy

The Web Content Accessibility Guidelines

accessibility compliance requirements for organisations

persons covered by the Disability Discrimination Act and associated accessibility requirements

features of the social model of disability as compared to the medical model

where barriers to access and inclusion exist within the organisational environment

typical barriers to access within an organisation, including:

premises and facilities

environmental and sensory factors

organisational information resources

communication systems and contact points

organisational processes

operating systems

technological platforms

organisational culture and behaviours

Principles of Universal Design

tools and tests that can be utilised to test the accessibility of websites and other online content or digital platforms

different communication techniques and methods of presenting information, including:

alternative and augmentative communication strategies

use of plain English

assistive technologies, design developments and solutions that can help address access needs

access experts and resources that can assist with addressing accessibility requirements.

Assessment Conditions

Skills must have been demonstrated in the workplace. The following conditions must be met for this unit:

Use of facilities, equipment and resources, including:

access to details regarding the environmental and operational aspects of the organisation

legislation, standards and organisational policies relevant to accessibility and inclusion

internal or external organisational stakeholders to consult regarding access solutions

information regarding the impact and outcomes of implemented accessibility changes

opportunities for consultation or collaboration with real accessibility stakeholders, to support the implementation of access improvements.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXTW301 Work in a team

Modification History

Release	Comments
Release 2	This version first released with BSB Business Services Training Package Version 5.0. Version created to rectify typographical error
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to work effectively as part of permanent or project based teams in a workplace within an industry.

This unit applies to a wide range of workers, but has a specific focus on the teamwork skills required for workers with limited responsibility for others.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements Elements describe the essential outcomes.	Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify individual work tasks within a team	1.1 Identify own responsibilities according to organisational policies and procedures 1.2 Identify own role and task requirements within team 1.3 Articulate team structure and roles of other team members 1.4 Plan and prioritise own tasks according to given time frames and team requirements
2. Contribute effectively to team goals	2.1 Identify team goals and own responsibilities relevant to achieving team goals 2.2 Contribute ideas and information in team planning discussions 2.3 Share knowledge and skills with team members to enable effective teamwork and seek or offer support as required
3. Work effectively with team members	3.1 Communicate clearly and respectfully with team members, considering the needs of those from diverse backgrounds and roles 3.2 Collaborate effectively with team members, including those who are working remotely on workplace issues 3.3 Seek and provide assistance and feedback to team members where appropriate
4. Communicate effectively with team leaders	4.1 Receive and confirm understanding of task instructions or directions 4.2 Communicate personal commitments in a timely manner 4.3 Identify and report any issues preventing the completion of workplace tasks, according to organisational requirements 4.4 Seek and act upon feedback to improve personal performance and/or behaviour

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Interact with others	Uses appropriate communication practices when communicating with others Cooperates and collaborates with team members
Get the work done	Plans and implements routine tasks and workload making limited decisions on sequencing, timing and collaboration, seeking assistance in setting priorities Uses digital technology to find, record or communicate information

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXTW301 Work in a team

Modification History

Release	Comments
Release 2	This version first released with BSB Business Services Training Package Version 5.0. Version created to rectify typographical error
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including on at least one occasion, evidence of the ability to:

identify individual and team roles and responsibilities

plan assigned tasks according to priorities and deadlines, and in accordance with organisational requirements

contribute to achievement of team goals

share knowledge, ideas and problems with team members

act on feedback in a constructive manner

collaborate with a remote team member on a workplace issue.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

organisational requirements relevant to working in a workplace team:

workplace policies

codes of conduct

organisational reputation and culture

typical compositions of workplace teams, and the roles and responsibilities of team members within organisations

techniques for giving and receiving feedback in a constructive manner

methods to support team members

key principles of cross-cultural communication and communication with individuals with special needs or disabilities

methods and tools to work with others remotely:

collaboration via phone or mobile

collaboration via video conference

collaboration via other digital tools or software

issues that may impact team performance and outcomes

techniques to collaborate effectively with those working remotely.

Assessment Conditions

Mandatory conditions for assessment include:

A safe working or simulated environment

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBXTW401 Lead and facilitate a team

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 7.0. Version created to clarify knowledge evidence
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to effectively lead and facilitate a team in a workplace within any industry.

This unit has a specific focus on the teamwork skills required for team leader or supervisor level (depending on organisational structure) workers with responsibility for others or teams.

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

Unit Sector

Cross Sector Skill

Elements and Performance Criteria

Elements Elements describe the essential outcomes.	Performance Criteria Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan team outcomes	1.1 Identify common objectives of workplace team, responsibilities and required outcome(s) 1.2 Use performance plans to establish expected outcomes, goals, and behaviours for individual team members in accordance with team objective and relevant policies 1.3 Select appropriate strategies to ensure team members are accountable for their roles and responsibilities 1.4 Plan for contingencies that could impact the team
2. Coordinate team and individuals	2.1 Communicate common team objectives and responsibilities to team members 2.2 Allocate tasks to team members based on staff expertise or development potential and provide appropriate instructions 2.3 Facilitate open and respectful communication and collaboration between team members, considering the needs of those from diverse backgrounds 2.4 Identify opportunities for cross collaboration amongst external and internal teams and individuals
3. Support team	3.1 Provide coaching to staff to enhance workplace culture 3.2 Support individuals according to organisational requirements to work towards common team goals 3.3 Facilitate team to identify, brainstorm, report and resolve task related issues and inefficiencies 3.4 Use problem solving skills to deal with any team, task or individual challenges
4. Monitor team performance	4.1 Measure team member performance against agreed work plans 4.2 Provide timely and constructive performance feedback to team members according to expected organisational standards 4.3 Identify specific learning and development opportunities to improve team and individual performance and behaviours 4.4 Implement action plans to address individual and team training needs

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Interact with others	Uses appropriate communication practices when communicating with team members and facilitating activities Establishes and builds relationships and rapport with team members to foster a positive team environment Recognises the perspectives of team members and diversity of opinion, and manages conflict as required
Navigate the world of work	Understands and explains ethical and legal, regulatory and organisational responsibilities to team
Get the work done	Plans, organises and implements work activities in line with organisational policies and procedures

Unit Mapping Information

No equivalent unit. New unit.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Assessment Requirements for BSBXTW401 Lead and facilitate a team

Modification History

Release	Comments
Release 2	This version released with BSB Business Services Training Package Version 7.0. Version created to clarify knowledge evidence
Release 1	This version first released with BSB Business Services Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria, and foundation skills of this unit, including on at least one occasion, evidence of the ability to:

assign tasks to team members with appropriate instruction and considering any required contingencies

provide feedback and assistance to team members

collate feedback on individual and team performance

identify and implement development opportunities for others

manage conflicts and challenges according to organisational requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

organisational requirements relevant to workplace teams:

workplace policies

codes of conduct

organisational reputation and culture

legislative requirements relevant to the workplace

facilitation techniques to encourage team cohesion and effectiveness

mentoring and coaching techniques to support team members

strategies for conflict resolution and negotiation

different methods and styles of communication

key principles of cross-cultural communication and communication with individuals with special needs or disabilities

professional behaviours to role model as a leader

typical workplace contingencies that can impact teams:

unplanned leave or absence of workers

re-allocation of work tasks

succession planning for important team roles

teamwork challenges relevant to performance evidence:

difficulties performing tasks

conflicts with clients or team members

potential risks or safety hazards

unethical or inappropriate behaviour.

Assessment Conditions

Mandatory conditions for assessment include:

A safe working or simulated environment

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

AHCBUS615 Implement a monitoring, evaluation and reporting program

Modification History

Release	Comments
Release 1	This version released with AHC Agriculture, Horticulture and Conservation and Land Management Training Package Version 4.0.

Application

This unit of competency describes the skills and knowledge required to implement a monitoring, evaluation and reporting program.

This unit applies to individuals who take personal responsibility for their own work and exercise autonomy in undertaking complex work. They must analyse information and exercise judgement to complete a range of advanced skilled activities in relation to implementing the program. They analyse, design and communicate solutions to a range of complex problems.

All work must be carried out to comply with organisational requirements, workplace health and safety legislation and codes, sustainability practices, and in consultation with the management team.

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

Pre-requisite Unit

Nil

Unit Sector

Business (BUS)

Elements and Performance Criteria

Elements	Performance Criteria
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Implement a monitoring and evaluation strategy	1.1 Collect baseline data for program to be monitored and evaluated 1.2 Consult with stakeholders with an interest in the program to be monitored and evaluated 1.3 Brief colleagues, staff and contractors who will be involved in implementing the program on the monitoring and evaluation methods selected and justification 1.4 Ensure standard procedures and recording templates are available for use 1.5 Ensure program timelines are communicated and monitored 1.6 Implement chosen monitoring and evaluation methods in accordance with defined strategy 1.7 Monitor program expenditure and compare with budget
2. Collect and analyse data	2.1 Ensure data and information is collected following relevant standards and format 2.2 Assess if further data or information is needed to answer key evaluation questions and adjust design as required 2.3 Ensure data is appropriately stored and can be accessed as needed 2.4 Facilitate access for colleagues and contractors involved in the monitoring and evaluation process
3. Prepare reports and provide information	3.1 Compare outcomes against milestones 3.2 Produce reports with information appropriate for stakeholders 3.3 Evaluate the effectiveness, efficiency and appropriateness of investment and project priorities as required by the evaluation design 3.4 Communicate findings and recommendations to stakeholder groups according to program schedule 3.5 Negotiate changes to projects and programs with stakeholders 3.6 Implement changes to improve the delivery and alignment of projects with organisational targets 3.7 Ensure the style of reporting reflects the needs of the audience and how information is to be used
4. Review the monitoring and evaluation process	4.1 Review and adapt ongoing evaluation strategy and processes, and provide feedback on the implementation and the evaluation design 4.2 Foster a culture of self-evaluation and learning through encouraging ongoing participation, consultation and communication with stakeholders

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential for performance in this unit of competency but are not explicit in the performance criteria.

Skill	Description
Writing	Produces reports that include data compiled in tables and charts that convey information about the effectiveness and efficiency of the business
Oral communication	Effectively engages stakeholders in monitoring, evaluation and reporting program Effectively presents findings of evaluations to stakeholders

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
AHCBUS615 Implement a monitoring, evaluation and reporting program	AHCBUS607 Implement a monitoring, evaluation and reporting program	Performance criteria clarified Foundation skills added Assessment requirements updated	Equivalent unit

Links

Companion Volumes, including Implementation Guides, are available at VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c6399549-9c62-4a5e-bf1a-524b2322cf72

Assessment Requirements for AHCBUS615 Implement a monitoring, evaluation and reporting program

Modification History

Release	Comments
Release 1	This version released with AHC Agriculture, Horticulture and Conservation and Land Management Training Package Version 4.0.

Performance Evidence

An individual demonstrating competency must satisfy all of the elements and performance criteria in this unit. There must be evidence that the individual has implemented a monitoring, evaluation and reporting program for at least one enterprise, or enterprise activity, including:

collected and managed data

analysed production or project data

prepared reports and presented information to stakeholders

evaluated the effectiveness, efficiency and appropriateness of investment in a project or program

made recommendations for improvement

reviewed the evaluation process.

Knowledge Evidence

An individual must be able to demonstrate the knowledge required to perform the tasks outlined in the elements and performance criteria of this unit. This includes knowledge of:

quantitative and qualitative methods for monitoring and evaluation

communication and consultation skills to present findings and recommendations

data management processes and systems

policy and program management processes

adaptive management and review cycles.

Assessment Conditions

Assessment of skills must take place under the following conditions:

physical conditions:

skills must be demonstrated in workplace setting or an environment that accurately represents workplace conditions

resources, equipment and materials:

enterprise process or project to be monitored and evaluated.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volumes, including Implementation Guides, are available at VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c6399549-9c62-4a5e-bf1a-524b2322cf72

CHCMGT004 Secure and manage funding

Modification History

Release	Comments
Release 1	This version was released in CHC Community Services Training Package release 2.0 and meets the requirements of the 2012 Standards for Training Packages. New Unit.

Application

This unit describes the skills and knowledge required to secure and manage funding for an organisation, program or project.

Workers may be responsible for determining the amount of funding required, identifying funding sources, developing funding proposals and managing ongoing compliance with funding agreements. This role would typically be undertaken by a senior worker or manager.

This unit applies to a range of health and community service contexts and relates to both government and non-government funding and tenders.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements define the essential outcomes	Performance criteria specify the performance needed to demonstrate achievement of the element
1. Identify funding requirements and context	1.1 Identify scope and purpose of funding 1.2 Calculate funding requirements, including budget, current funding arrangements and future projections 1.3 Identify potential avenues and sources of funding 1.4 Research and gather information on all potential funding avenues and sources 1.5 Determine if funding requirements are feasible and sustainable
2. Develop a funding submission	2.1 Determine funding source requirements 2.2 Prepare funding submission in accordance with funding source requirements 2.3 Determine optimum method of presenting proposal to identified funding sources 2.4 Seek legal, taxation and regulatory advice when required and ensure submission is checked by appropriate persons to ensure it meets compliance requirements 2.5 Establish how deliverables and outcomes will be evaluated and measured
3. Present proposal and negotiate with funding sources	3.1 Present proposal to funding sources using appropriate presentation methods and techniques 3.2 Negotiate with funding source representatives to clarify terms and conditions of funding agreement 3.3 Evaluate submission to identify strengths and weaknesses to inform subsequent submissions
4.Manage funding agreement	4.1 Finalise funding agreement documentation and circulate to all parties 4.2 Establish procedures to monitor ongoing compliance and reporting requirements in accordance with funding agreement 4.3 Maintain ongoing relations with funding source to ensure mutual satisfaction with funding arrangement
5.Evaluate funding agreement	5.1 Evaluate project outcomes against predetermined measures 5.2 Identify lessons learned and opportunities for continuous improvement 5.3 Identify opportunities for future funding arrangements as appropriate

Foundation Skills

The Foundation Skills describe those required skills (language, literacy, numeracy and employment skills) that are essential to performance.
Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=5e0c25cc-3d9d-4b43-80d3-bd22cc4f1e53

Assessment Requirements for CHCMGT004 Secure and manage funding

Modification History

Release	Comments
Release 1	This version was released in CHC Community Services Training Package release 2.0 and meets the requirements of the 2012 Standards for Training Packages. New Unit.

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be demonstrated evidence that the candidate has:

identified at least 3 potential sources of funding

determined the feasibility and sustainability of 3 sources of funding

developed 1 funding proposals in accordance with funding source requirements

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the work role. This includes knowledge of:

funding environment

organisation funding strategy

government tender processes

private and corporate grants and funding

compliance issues

appropriate sources and avenues for funding

types of funding, including:

ongoing

one-off

in kind contributions

co-payments

channels where funding and grant opportunities are publicised

funding issues and challenges

relationship between funding and strategic direction or organisation

feasibility and sustainability principles

budgets and budget pitfalls

negotiation techniques

Assessment Conditions

Skills must have been demonstrated in the workplace or in a simulated environment that reflects workplace conditions. The following conditions must be met for this unit:

use of suitable facilities, equipment and resources, including access to funding information, documentation, technology

modelling of industry operation conditions

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=5e0c25cc-3d9d-4b43-80d3-bd22cc4f1e53

CPPCMN4009 Develop team understanding of and commitment to sustainability

Modification History

Release 1.

Replaces superseded equivalent CPPCMN4009A Develop team understanding of and commitment to sustainability.

This version first released with CPP Property Services Training Package Version 5.

Application

This unit of competency specifies the outcomes required to develop and support team members to build their understanding of and commitment to the principles and practices associated with sustainability. The ability to lead and motivate a team and to develop and use coaching, mentoring and learning strategies that bring about organisational and cultural change are required.

The unit supports businesses in adopting sustainable practices and policies that go beyond meeting mandated requirements, to harnessing opportunities. It applies to individuals responsible for leading team members in a business committed to economic, social and environmental sustainability.

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

Pre-requisite Unit

Nil

Competency Field

Common

Unit Sector

Property services

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.	Support the building of skills to reflect sustainability principles.	1.1.	Purpose, benefits and practices of sustainability are researched and analysed.
1.2.	Government policies and incentives regarding the implementation of sustainable business practices are accessed and reviewed.
1.3.	Current organisational strategies, policies and procedures regarding the implementation of sustainable practices are accessed and reviewed.
1.4.	Information is gathered on existing staff skills, knowledge and behaviours in relation to sustainability, and gaps are identified.
1.5.	Contribution is made to developing and documenting a strategy to build required staff skills, and their understanding of the purpose, benefits and practices of sustainability.
2.	Support the implementation of sustainable practices.	2.1.	Organisational goals and objectives relating to sustainability are communicated to staff.
2.2.	Individuals and teams are provided with guidance to establish goals, responsibilities and performance indicators relating to sustainability.
2.3.	Individuals and teams are supported in enhancing performance and achievement of organisation’s goals, including effective implementation of sustainability processes, policies and procedures.
2.4.	Own performance is managed in line with organisational and legal requirements.
3.	Lead the team effectively.	3.1.	Updates on the organisation’s plans and approach to implementing sustainability processes are communicated to staff using effective and open communication channels.
3.2.	Staff are coached and mentored to develop understanding of sustainability issues and improve the implementation and performance of workplace processes.
3.3.	Effective strategies to facilitate team growth and increase motivation are developed, trialled and implemented.
3.4.	Outcomes of sustainability initiatives in the workplace are communicated and effective performance is acknowledged and supported in line with organisational policies and guidelines.
4.	Contribute to staff development needs.	4.1.	Current and future staff development needs relating to sustainability are identified and documented.
4.2.	Staff members are provided with opportunities to develop skills and knowledge relating to sustainability.
4.3.	Training and development needs of staff are accounted for in relevant budgets and operational plans.

Foundation Skills

This section describes the language, literacy, numeracy and employment skills essential to performance in this unit but not explicit in the performance criteria.
Skill	Performance feature
Learning skills to:	maintain current knowledge of sustainability policies and practices used in business.
Numeracy skills to:	use graphs and statistics to report on business attainment of performance indicators relating to sustainability.
Oral communication skills to:	respond to complex questions from team members about sustainability policies and practices of the business and performance against sustainability performance indicators.
Reading skills to:	read and assess reports and papers on building support among team members for organisational sustainability policies.
Writing skills to:	prepare reports on existing staff skills, knowledge and behaviours in relation to sustainability.
Technology skills to:	use business technologies to communicate with team members on the outcomes of sustainability initiatives in the workplace.

Range of Conditions

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.
Sustainability must include:	economic sustainability, demonstrated by: cost-effective use of resources ensuring costs of ‘green’ solutions are properly accounted for and recovered growing market share by appealing to socially aware customers purchasing locally to reduce transport costs seeking to participate in government schemes that reward or fund sustainable operations social sustainability, demonstrated by: building community involvement communicating benefits of sustainable products and services to customers purchasing locally and using local and community-based products and services using ‘fair trade’ products environmental sustainability, demonstrated by: efficient use of resources eliminating hazardous and toxic materials identifying strategies to offset or mitigate environmental impacts, such as purchasing carbon credits making more efficient use of energy maximising opportunities to re-use and recycle materials preventing and minimising risks and maximising opportunities, such as use of solar or other alternative forms of energy where appropriate purchasing renewable energy reducing emissions of greenhouse gases reducing use of non-renewable resources reducing waste.
Performance indicators must include at least two of the following:	benchmarks achieved against external certification process requirements costs measured against performance targets level of recycling achieved and reduction of waste response to marketing and communication strategies sales achieved measured against performance targets.

Unit Mapping Information

CPPCMN4009A Develop team understanding of and commitment to sustainability

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6f3f9672-30e8-4835-b348-205dfcf13d9b

Assessment Requirements for CPPCMN4009 Develop team understanding of and commitment to sustainability

Modification History

Release 1.

Replaces superseded equivalent CPPCMN4009A Develop team understanding of and commitment to sustainability.

This version first released with CPP Property Services Training Package Version 5.

Performance Evidence

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also lead a team involved in implementing and monitoring a sustainable business practice in an organisation. The sustainable business practice must focus on at least one of the following:

economic sustainability

social sustainability

environmental sustainability

integrated economic, social and environmental sustainability.

In doing the above, the person must:

research and identify good sustainability business practices

support the implementation of sustainability practices, including leading and motivating a team involved in implementing sustainability practices

develop and use coaching, mentoring and learning strategies that bring about organisational and cultural change in relation to the sustainability focus.

Knowledge Evidence

A person demonstrating competency in this unit must demonstrate knowledge of:

concepts and models of sustainability

concepts and models of team leadership

organisational policies and procedures relating to sustainable practices

strategies, tools and products to support sustainable practices in the organisation

adult learning and development principles and processes

legislative and regulatory requirements relating to sustainability

techniques for identifying training needs

theories of work team motivation.

Assessment Conditions

The following must be present and available to learners during assessment activities:

equipment:

computer system with internet, email and printing facilities

specifications:

organisational sustainability policies

resources explaining and providing examples of sustainable business practices

reports from other parties involved in the process of identifying and implementing sustainability practices

relationship with team members:

leading a work team in a property industry context.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6f3f9672-30e8-4835-b348-205dfcf13d9b

CPPDSM4047 Implement and monitor procurement process

Modification History

Release 1.

Replaces superseded equivalent CPPDSM4047A Implement and monitor procurement process.

This version first released with CPP Property Services Training Package Version 5.

Application

This unit of competency specifies the outcomes required to implement and monitor purchasing processes for goods and services. It requires the ability to follow procurement procedures, determine and arrange appropriate suppliers, and check that final procurement meets client objectives.

The unit supports workers in the property industry who are involved in implementing and monitoring purchasing processes for goods and services. It applies to real estate agents, property managers, strata managers and facility managers.

Licensing, legislative, regulatory or certification requirements apply to this unit in some States and Territories. Relevant state and territory regulatory authorities should be consulted to confirm those requirements.

Pre-requisite Unit

Nil

Competency Field

Strata community management

Unit Sector

Property services

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.	Determine procurement requirements.	1.1.	Procurement requirements and objectives are identified.
1.2.	Information on procurement requirements is gathered and reviewed to determine appropriate procurement process and timelines.
1.3.	Factors likely to affect procurement objectives are identified.
1.4.	Own limitations of authority are identified and appropriate approvals gained as required.
2.	Monitor procurement process.	2.1.	Procurement process is systematically monitored and variations to supply are identified.
2.2.	Effective communication channels are used to ensure accurate communication flow with suppliers.
2.3.	Expenditure and resource usage are monitored to ensure procurement objectives are achieved within budget parameters.
2.4.	Reliable methods of monitoring procurement are used to ensure efficient use of time and resources.
3.	Finalise procurement process.	3.1.	Purchase of goods and services is completed within designated timeframes.
3.2.	Inspection is arranged to confirm procurement meets required quality standards and procurement objectives.
3.3.	Defects or variances to procurement objectives are identified and prompt remedial action is taken.
3.4.	Procurement system and records, and reports on procurement process, are maintained using business equipment and technology.

Foundation Skills

This section describes the language, literacy, numeracy and employment skills essential to performance in this unit but not explicit in the performance criteria.
Skill	Performance feature
Learning skills to:	maintain current knowledge of procurement procedures.
Oral communication skills to:	discuss and confirm procurement arrangements with suppliers.
Reading skills to:	interpret procurement documentation.
Writing skills to:	complete standards forms and prepare complex written reports on defects or variations to goods or services ordered through procurement process.

Range of Conditions

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.
Procurement process must include at least two of the following:	open tendering request for proposal request for quotation restricted tendering single source two stage tendering.

Unit Mapping Information

CPPDSM4047A Implement and monitor procurement process

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6f3f9672-30e8-4835-b348-205dfcf13d9b

Assessment Requirements for CPPDSM4047 Implement and monitor procurement process

Modification History

Release 1.

Replaces superseded equivalent CPPDSM4047A Implement and monitor procurement process.

This version first released with CPP Property Services Training Package Version 5.

Performance Evidence

A person demonstrating competency in this unit must satisfy all of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also implement and monitor purchasing processes for two different goods or services relating to managing a building or facility.

Each product or service must be procured using a different procurement method selected from the following:

open tendering

request for proposal

request for quotation

restricted tendering

single source

two-stage tendering.

In doing the above, the person must:

review procurement objectives and relevant information to determine procurement processes, and source appropriate authority or delegations for procurement

finalise procurement process within agreed timeframes, using business equipment and technology to maintain records and reports

apply knowledge of organisation’s practices, ethical standards, and legislative requirements associated with implementing and monitoring purchasing processes for goods and services

use effective oral and written communication to effectively monitor the implementation of the procurement process against budget parameters.

Knowledge Evidence

A person demonstrating competency in this unit must demonstrate knowledge of:

benefits and risks associated with, and procedures for, the following procurement processes:

open tendering

request for proposal

request for quotation

restricted tendering

single source

two-stage tendering

best practice procurement principles

implications of warranties, guarantees and exclusions relating to goods and services

key principles of procurement, including:

accountability and recording

ethics and fair dealing

open and effective competition

planning and professionalism

value for money

limitations of own work role, responsibilities and professional abilities

key requirements of federal, state or territory legislation and local government regulations relating to:

anti-discrimination

consumer protection

environmental issues

equal employment opportunity (EEO)

financial probity

franchise and business structures

industrial relations

work health and safety (WHS).

Assessment Conditions

The following must be present and available to learners during assessment activities:

equipment:

computer system with internet, email and printing facilities

specifications:

details of goods or services to be procured

organisational procurement policies and procedures

organisational procurement process checklist

guides on procurement processes and procedures

relationship with team members and supervisor:

member of a work team in a property industry context.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6f3f9672-30e8-4835-b348-205dfcf13d9b

CPPWMT3044A Identify wastes and hazards

Modification History

Revised unit

Unit updated and equivalent to PRMWM44B Identify wastes and hazards

Unit Descriptor

This unit of competency specifies the outcomes required to identify a range of wastes and potential hazards and risks that may be present in the work environment.

Application of the Unit

This unit of competency supports individuals with responsibilities for identifying wastes and potential hazards and risks in a team environment. It includes following direction, systems and plans, as well as recognising the need for expert advice.

Licensing/Regulatory Information

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

Pre-Requisites

Not applicable.

Employability Skills Information

This unit contains employability skills.

Elements and Performance Criteria Pre-Content

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.

Elements and Performance Criteria

1	Identify waste.	1.1	Waste characteristics are identified.
1.2	Types of wastes are differentiated by waste stream or waste categories.
1.3	Hazardous and dangerous waste and non-conforming waste are detailed.
1.4	Contaminants present in waste are noted.
1.5	Further information on waste is obtained by questioning appropriate personnel to ensure correct identification.

2	Identify hazards and risks.	2.1	Other potential hazards and risks present in work environment are listed.
2.2	Supervisor and team members are informed of job requirements, hazards and risks.
2.3	Safe work practices that prevent risk behaviour are outlined to supervisor.
2.4	Emergency response procedures are practised with team members.

Required Skills and Knowledge

This section describes the skills and knowledge required for this unit.
Required skills
analytical skills to: identify hazards and risks identify waste types and waste non-conformances segregate valuable resources in composite materials segregate waste types, including potentially hazardous waste interpersonal skills to work in a team environment literacy skills to: list potential hazards and risks document and keep records read and interpret: emergency requirements hazard advice job sheets work requirements and material safety data sheets (MSDS) oral communication skills to: follow instructions provide information ask questions self-management skills to: apply signalling techniques conduct work practices safely and efficiently plan and undertake routine tasks prioritise duties use emergency and personal protective equipment (PPE)
Required knowledge
identification of: waste contaminants waste monitoring procedures waste non-conformances waste non-conformance handling procedures waste types waste management options waste storage requirements waste disposal and recovery routes procedures for containing segregated waste types, including containment and isolation of hazardous waste emergency response procedures relating to: confined space procedures duty of care identification of work areas, including location of: alarms emergency equipment communications equipment coding systems environmental agencies environmental regulations reporting requirements signalling techniques waste management hierarchy waste containment methods and isolation of emergencies occupational health and safety (OHS) requirements relating to: chemical storage and decanting dangerous goods and hazardous substances OHS hierarchy of control basic first aid appropriate to likely hazards and risks in work environment potential hazards and risks relating to: dangerous goods potential incidents

Evidence Guide

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment	This unit of competency could be assessed by observation of practical demonstration in the workplace or in a simulated environment.
Critical aspects for assessment and evidence required to demonstrate competency in this unit	A person who demonstrates competency in this unit must be able to provide evidence of the required skills and knowledge specified in this unit. In particular the person should demonstrate the ability to: identify a range of waste streams, hazardous wastes and waste contaminants identify a range of potential hazards and risks present in the workplace observe OHS requirements.
Context of and specific resources for assessment	Assessment of essential underpinning knowledge may be conducted in an off-site context. It is to comply with relevant regulatory or Australian standards’ requirements. Resource implications for assessment include: work plans and approved specifications forms and procedures manuals.
Method of assessment	The process of identifying waste and hazards must meet industry expectations. If the environment is narrowly defined or is not representative of industry needs, it may be necessary to refer to portfolio case studies to assess competency in the identification of waste and hazards. Assessment methods must: satisfy the endorsed Assessment Guidelines of the Property Services Training Package include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application reinforce the integration of employability skills with workplace tasks and job roles confirm that competency is verified and able to be transferred to other circumstances and environments.
Guidance information for assessment	Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support. Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed. This unit could be assessed on its own or in combination with other units of competency relevant to the job function, for example: CPPWMT3005A Identify and segregate waste CPPWMT3014A Manually sort waste.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Waste characteristics may include:	density level of contamination quality shape size volume weight.
Waste stream may include:	construction and demolition dangerous goods green waste hazardous substances municipal waste.
Waste categories may include:	solid (non-hazardous), e.g. construction and demolition liquid (non-hazardous), e.g. chemical and aqueous hazardous – regulated, prescribed, quarantined, medical and clinical recoverable resources, e.g. recyclable and green waste.
Hazardous and dangerous waste may include:	all waste depending on the condition, environment and personal exposure biological products blood products chemicals electrical wiring glass hospital waste leaking containers medical waste needles and syringes oil and petrol.
Non-conforming waste may include:	contamination hazardous or dangerous waste inferior quality and unacceptable waste streams.
Contaminants may include:	sunlight infestation mixing waste types rot or mould waterlogging.
Other potential hazards and risks are those that may lead to:	damage to plant, vehicle or property harm to the environment illness or injury to employees, contractors or the public injuries resulting from manual handling and repetitive work.
Hazards and risks may include:	broken glass compaction equipment contamination dust fire hazardous waste (e.g. sharps) narrow driveways other vehicles and equipment overhanging signs projectiles spark-producing equipment unguarded conveyor belts weather.

Unit Sector(s)

Waste management

Custom Content Section

Not applicable.

CUACNM601 Manage collection maintenance and preservation procedures

Modification History

Release	Comments
Release 1	This version first released with CUA Creative Arts and Culture Training Package version 2.0.

Application

This unit describes the skills and knowledge required to establish, manage and evaluate procedures for the care, maintenance and preservation of collections. It involves the use of analytical, communication and planning skills, as well as knowledge of specific issues that apply to the care, maintenance, minimisation of risk and preservation of both print and electronic materials.

It applies to individuals who work in leadership positions and who are responsible for the physical care of collections.

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

Unit Sector

Knowledge management - collection management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review and update maintenance and preservation procedures	1.1 Assess care and maintenance needs of specific collections based on knowledge of requirements of different types of materials 1.2 Assess the need for, and organise appropriate access to, specialist expertise 1.3 Ensure that where applicable, preservation procedures comply with organisational digital preservation policy 1.4 Review and update policies, systems and procedures for the care, maintenance and preservation of material, anticipating and responding to problems and challenges that may arise 1.5 Incorporate organisational priorities and constraints when developing new and revising existing procedures 1.6 Communicate maintenance and preservation procedures to relevant staff
2. Establish risk-management strategies and procedures	2.1 Identify key risk factors for collections, including digital collections, and assess organisational capability to address risk 2.2 Develop appropriate risk-management strategies to prevent or minimise loss or damage in key areas, including the digital environment 2.3 Develop appropriate migration strategies to ensure preservation of data 2.4 Implement strategies, anticipating and responding to problems and challenges that may arise
3. Evaluate effectiveness of collection maintenance and preservation procedures	3.1 Instigate systems for regularly monitoring collection maintenance and preservation procedures 3.2 Monitor procedures and their implementation to identify aspects needing attention 3.3 Assess the application of safe and secure work practices and take action to address problems that arise 3.4 Contribute to monitoring the collection development and digital preservation policies of the organisation 3.5 Consult with colleagues on a regular basis to obtain feedback on maintenance and preservation procedures 3.6 Use feedback and outcomes of regular monitoring of staff performance and activities to improve procedures and to identify opportunities for own professional development

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Learning	3.6	Uses feedback to identify opportunities to improve own skills or knowledge
Reading	1.3, 1.4	Interprets and critically analyses complex text, including ideas and opinions of others and applies general information to specific contexts
Writing	1.4, 1.5, 2.2, 2.3, 3.6	Modifies and creates material that incorporates synthesis of knowledge and information using appropriate terminology and cohesive language in a format appropriate to purpose Conveys detailed and specific information and instructions requiring concise use of vocabulary, syntax and grammar
Oral communication	1.2, 1.6, 3.5, 3.6	Uses sophisticated listening and questioning techniques in discussion of complex ideas and concepts with a wide range of stakeholders, including collection specialists and colleagues Explains procedures and instructions to others, choosing language appropriate to audience
Navigate the world of work	1.3, 1.4, 1.5, 3.1, 3.2, 3.3, 3.4	Works autonomously making high level decisions to achieve and improve organisational goals Takes a lead role in the development of organisational strategies and procedures
Interact with others	1.2, 1.6, 3.5, 3.6	Uses a variety of relevant communication tools and strategies in building and maintaining effective working relationships Shares knowledge, information and experience openly as an integral part of the working relationship
Get the work done	1.1, 1.2, 1.4, 1.5, 2.1, 2.2, 2.3, 2.4, 3.1, 3.2, 3.3, 3.4, 3.6	Develops, manages and systematically reviews policies, systems and procedures for collection care, maintenance and preservation Takes full responsibility for risk management, applying problem solving processes to determine solutions Uses formal analytical and lateral thinking techniques for identifying issues, generating and evaluating possible solutions Uses digital technologies to create, access and manage metadata Shows awareness of the importance of data security and ensuring that digital preservation policies and procedures are implemented

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
CUACNM601 Manage collection maintenance and preservation procedures	CULICM602A Manage collection maintenance and preservation procedures	Updated to meet Standards for Training Packages and clarify intent. Minor edits to performance criteria.	Equivalent Unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

Assessment Requirements for CUACNM601 Manage collection maintenance and preservation procedures

Modification History

Release	Comments
Release 1	This version first released with CUA Creative Arts and Culture Training Package version 2.0.

Performance Evidence

Evidence of the ability to:

manage care and maintenance procedures to meet specific collection and organisational needs

systematically review and monitor the organisation’s policies and procedures for collection care, maintenance and preservation

apply organisation’s collection development policies and procedures, particularly the digital preservation policy

evaluate the care and maintenance procedures of specific collections

interact with colleagues and specialist experts on development issues, as required, to complement own skill set

pursue opportunities for own professional development regarding new and emerging trends in maintenance and preservation procedures and strategies

model due diligence and professionalism in complex judgements and decisions.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

detail strategies for the storage, display, preservation and conservation of different types of information materials

identify risk factors for different types of information materials

describe the nature of cooperative arrangements that exist between information services providers in relation to collection care and maintenance

analyse issues that affect the care, maintenance and preservation of specific types of information materials, both print and electronic

identify copyright, moral rights and intellectual property issues that affect collection care and management

review organisational collection development policies on the care, maintenance and preservation of specific information collections

describe cultural protocols that impact on collection care and management

discuss the purposes and objectives of existing digital preservation policies

discuss the benefits and limitations of digital preservation.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in creative arts industry environments. The assessment environment must include access to:

a collection for which procedures must be managed

relevant policies and procedures manuals, including those relating to the preservation of digital collections.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational educational and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

CUAEVP211 Assist with the staging of public activities or events

Modification History

Release	Comments
Release 1	This version first released with CUA Creative Arts and Culture Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to complete a range of tasks associated with setting up and staging public activities or events.

It applies to individuals who provide basic assistance at any type of public activity or event while under direct supervision.

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

Unit Sector

Cultural services - exhibitions and visitor programs

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for public activities or events	1.1 Determine the type of public activity or event and identify own role with regard to preparation activity 1.2 Discuss the activity or event set-up and staging details with supervisor 1.3 Discuss work plans; workplace procedures, including safe work practices, security arrangements and emergency procedures; and resource requirements with supervisor 1.4 Complete allocated tasks within given timeframes and in accordance with work instructions
2. Undertake on-site activities	2.1 Set up and maintain activities according to work plan and workplace procedures, communicating effectively with supervisor, work colleagues and other relevant personnel 2.2 Assist delivery of activities in line with workplace procedures 2.3 Identify public activity or event related problems and resolve or refer to supervisor
3. Finalise on-site activities	3.1 Conduct pack-up and clean-up of materials and site according to work plan and workplace procedures 3.2 Complete and submit relevant documentation

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Interprets work instructions and requirements from key workplace information
Writing	Records information in a sequential manner using clear and appropriate terminology
Oral Communication	Articulates clearly using language appropriate to environment and audience Uses listening and questioning techniques to clarify and confirm understanding of routine work issues
Numeracy	Correctly interprets and follows numerical information in work plans, timelines and other documentation
Navigate the world of work	Follows organisational procedures relevant to own role, seeking clarification when required
Interact with others	Follows accepted communication practices and protocols for reporting matters to supervisors
Get the work done	Follows clearly defined instructions and sequencing, and monitors own progress in meeting requirements, seeking assistance when necessary Responds to predictable routine problems according to required procedures

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
CUAEVP211 Assist with the staging of public activities or events (Release 1)	CUAEVP201 Assist with the staging of public activities and events (Release 1)	Incorporated knowledge evidence on communication techniques and language. Minor edit to unit title.	Equivalent Unit
CUAEVP201 Assist with the staging of public activities and events (Release 1)	CULEVP201A Assist with the presentation of public activities and events	Updated to meet Standards for Training Packages Change to unit title. Minor edits to performance criteria and elements to clarify intent.	Equivalent Unit

Links

Companion Volumes are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

Assessment Requirements for CUAEVP211 Assist with the staging of public activities or events

Modification History

Release	Comments
Release 1	This version first released with CUA Creative Arts and Culture Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements and performance criteria of this unit; including evidence of the ability to:

identify role and responsibilities in the set-up, maintenance and clean-up of a public activity or event

complete allocated tasks within given timeframes and in accordance with work instructions

undertake set-up, maintenance and clean-up activities as per work plan and workplace procedures

resolve or refer problems identified during work activities

complete and submit documentation in line with work instructions and workplace procedures.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes:

key features of different types of public activities or events

roles and responsibilities of key team members in the set-up and operation of public activities or events

appropriate communication techniques and language, including interaction with cross-cultural groups and people with disabilities

key procedures and practices required in the set-up, maintenance and clean-up of public activities or events, including:

emergency procedures relevant to the work context

safe work practices relevant to public activities or events

security requirements relevant to public activities or events.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a creative arts working environment or workplace. This includes access to:

a location in which public events or activities take place

a public activity or event on which the candidate can work

interaction with others involved in staging a public activity or event.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational educational and training legislation, frameworks and/or standards.

Links

Companion Volumes are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

CUAEVP411 Present information on activities, events or public programs

Modification History

Release	Comments
Release 2	This version was released with CUA Creative Arts and Culture Training Package Version 4.1. Minor edit to Application statement.
Release 1	This version first released with CUA Creative Arts and Culture Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to prepare and present information on activities, events or public programs to different customer groups. The unit involves integrating effective interpretation and communication techniques into an engaging presentation and delivering it according to established guidelines.

It applies to individuals who present information on activities, events or public programs. It applies in a broad range of industry contexts.

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

Unit Sector

Cultural services - exhibitions and visitor programs

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan delivery of information	1.1 Confirm details of activity, event or public program with relevant personnel 1.2 Plan delivery sequence and method to achieve objectives 1.3 Prepare facilities, resources and support materials for presentation delivery
2. Prepare presentation	2.1 Produce content for presentation, seeking expert advice on the subject matter where required 2.2 Identify appropriate presentation techniques to enhance audience engagement 2.3 Finalise presentation to meet objectives
3. Deliver presentation	3.1 Present accurate and relevant information in accordance with cultural and social sensitivities and organisational policies 3.2 Adjust presentation delivery according to audience, event or circumstance 3.3 Provide opportunities for audience participation 3.4 Identify problems and resolve or implement a contingency plan
4. Evaluate feedback	4.1 Seek formal or informal feedback from participants and colleagues according to organisational policies and procedures 4.2 Report attendance and participation information 4.3 Revise documentation incorporating feedback

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Checks completeness and accuracy of information Interprets a wide range of sources to identify and tailor relevant key information
Writing	Uses clear, specific and industry-related terminology to complete and update workplace documentation Prepares information for presentation and evaluation purposes using language, format and style appropriate to the audience and purpose
Oral communication	Participates in a verbal exchange of ideas/solutions and uses detailed and clear language to clarify and present information according to requirements and audience Uses a range of verbal responses and makes adjustments according to audience reactions
Numeracy	Uses basic arithmetic to calculate timing and duration of presentation and participation data
Navigate the world of work	Takes personal responsibility for following explicit and implicit policies and procedures Accepts responsibility for and ownership of tasks
Interact with others	Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role Adapts personal communication style to show respect for the opinions, values and particular needs of others Works collaboratively with others
Get the work done	Takes responsibility for planning and organising own workload to meet deadlines Determines job resources and equipment and works logically and systematically to undertake clearly defined and familiar tasks Accepts responsibility for addressing less predictable problems and responds intuitively to those requiring immediate resolution Applies analytical and lateral thinking to the process of creating effective presentation material and activities Uses the main features and functions of digital tools to complete work tasks and present information in effective ways

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
CUAEVP411 Present information on activities, events or public programs (Release 2)	CUAEVP411 Present information on activities, events or public programs (Release 1)	Minor edits to Application statement.	Equivalent Unit

Links

Companion Volumes are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

Assessment Requirements for CUAEVP411 Present information on activities, events or public programs

Modification History

Release	Comments
Release 2	This version was released with CUA Creative Arts and Culture Training Package Version 4.1. Minor edit to Application statement.
Release 1	This version first released with CUA Creative Arts and Culture Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements and performance criteria of this unit; including evidence of the ability to:

deliver information on activities, events or public programs through an engaging presentation meeting the set objectives

use and adapt a range of interpretation and presentation techniques to present information that meets the various needs of different audiences, including those with special needs

engage audiences during the delivery of a presentation

identify and resolve problems or implement contingency plans during presentations

obtain and respond to formal and informal participant feedback.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes:

sources of expert advice on the relevant subject matter

key features of policies, procedures and practices relating to the provision of public activities, events or programs

appropriate communication techniques and language to present to people from a broad range of backgrounds, cross-cultural groups and people with disabilities

presentation techniques that could be used with a range of customer groups

resources required for delivery of activities relevant to the workplace context.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a creative arts working environment or workplace. This includes access to:

an activity, event or public program in a venue or site where information must be delivered

an opportunity to present to and interact with a customer group of a size and nature that reflects a typical work environment

technology, software and consumables required to access information and develop presentations

Assessors of this unit must satisfy the requirements for assessors in applicable vocational educational and training legislation, frameworks and/or standards.

Links

Companion Volumes are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

CUAIND202 Develop and apply knowledge of information and cultural services organisations

Modification History

Release	Comments
Release 1	This version first released with CUA Creative Arts and Culture Training Package version 2.0.

Application

This unit describes the skills and knowledge required to source, update and maintain knowledge of information or cultural services organisations.

It applies to individuals who provide a support role in organisations such as libraries, information services, galleries, museums, archives or records management.

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

Unit Sector

Industry capability - industry context

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Source and collect information	1.1 Locate information, using relevant sources and within required timeframes, on the different types of information and cultural services 1.2 Identify key organisations and collect information about the role and key services they provide seeking the support of relevant personnel where required 1.3 Identify other industries with which information and cultural services may have a relationship 1.4 Organise collected information
2. Update and maintain information	2.1 Review industry information on an ongoing basis to ensure currency 2.2 Identify trends and emerging technologies relevant to information and cultural services sectors 2.3 Locate key information on employment and volunteer opportunities and conditions in information and cultural services and share with colleagues
3. Finalise process	3.1 Store collected and updated information in an easily accessible and retrievable format 3.2 Apply collected information to job role or when seeking employment opportunities 3.3 Seek feedback on information gathering process and note areas for future improvement

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 1.4, 2.2, 2.3	Identifies the main points in information about opportunities, conditions or requirements Interprets information to identify possible links to own information needs
Writing	1.2, 1.3	Records routine content using required formats and clear language Updates and maintains workplace files according to requirements
Oral Communication	1.2, 2.4	Participates in straightforward discussions regarding information, using appropriate vocabulary and style Confirms instructions and asks questions to elicit information
Navigate the world of work	3.2	Identifies skill and knowledge requirements for current or potential job roles
Interact with others	1.2, 2.3, 2.4	Initiates interactions with others and responds appropriately Contributes to work discussions using accepted conventions
Get the work done	1.1, 1.3, 1.4, 2.1, 2.2, 2.3, 3.1, 3.2	Plans and implements routine tasks and own workload making limited decisions on sequencing, timing and collaboration Uses digital technology for basic reading, recording and searching information, and for communications following routine procedures

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
CUAIND202 Develop and apply knowledge of information and cultural services organisations	CULIND201A Develop and apply knowledge of information and cultural services	Updated to meet Standards for Training Packages and clarify intent. Change to unit title. Minor edits to elements and performance criteria.	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

Assessment Requirements for CUAIND202 Develop and apply knowledge of information and cultural services organisations

Modification History

Release	Comments
Release 1	This version first released with CUA Creative Arts and Culture Training Package version 2.0.

Performance Evidence

Evidence of the ability to:

locate and organise key information about the role and main services of organisations providing information and cultural services

access and retrieve collected information and use it in a job role or to seek employment in the field.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

identify information and cultural services organisations and outline their main role in communities

identify roles in selected information and cultural services organisations and describe skills and knowledge required

outline typical working conditions in information and cultural services organisations.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in creative arts industry environments. The assessment environment must include access to:

a range of current industry information sources

appropriate technology to research and apply industry information.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational educational and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

CUAPRE401 Implement preventive conservation activities

Modification History

Release	Comments
Release 1	This version first released with CUA Creative Arts and Culture Training Package version 2.0.

Application

This unit describes the skills and knowledge required to provide preventive care of collection material through a sound knowledge of conservation principles, practices and ethics.

It applies to individuals who apply their skills in organisations responsible for the care of cultural material, including archives, museums, libraries, galleries and cultural centres. They monitor environmental conditions, assess the condition of collection material and take action to conserve it.

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

Unit Sector

Cultural services - preventive conservation

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Monitor environmental conditions	1.1 Monitor environmental conditions according to collection needs and identify agents of deterioration affecting collection material 1.2 Control and adjust environmental conditions within scope of own role 1.3 Report serious or complex problems to relevant colleagues
2. Assess condition of collection material	2.1 Examine and assess condition of collection material in the appropriate location, applying knowledge of deterioration patterns 2.2 Review documentation and record current condition of collection items 2.3 Consult experts for advice where necessary
3. Undertake preventive conservation	3.1 Implement preventive conservation activities according to organisational policies and procedures and within required timeframes 3.2 Research and apply best practice guidelines, cultural protocols, updated knowledge of preservation issues and techniques, and specialist conservation advice 3.3 Identify the need for assistance and consult with a specialist conservator in relation to more complex issues that arise in collection care
4. Finalise basic preservation activities	4.1 Ensure conserved collection material is returned to original location where required 4.2 Communicate conservation activity and any associated learnings with colleagues 4.3 Complete records of preservation and preventive conservation activities in an appropriate format

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	2.2, 3.1, 3.2	Critically analyses documentation from a variety of sources to determine requirements and appropriate approaches
Writing	1.3, 2.2, 4.3	Completes relevant documentation using clear and technically specific language and terminology that succinctly communicates relevant information
Oral communication	1.3, 2.3, 3.3, 4.2	Effectively participates in verbal exchanges using active listening and questioning to clarify and confirm information
Navigate the world of work	2.3, 3.1, 3.2, 3.3	Accepts responsibility and ownership for tasks and makes decisions on completion parameters and the need for coordination with others Ensures knowledge of preservation and conservation issues relevant to own role is accurate, comprehensive and current Follows organisational procedures and protocols
Interact with others	1.3, 2.3, 3.3, 4.2	Collaborates and cooperates with others to achieve joint outcomes
Get the work done	1.1, 1.2, 1.3. 2.1, 2.2, 3.1, 3.2, 3.3, 4.1	Determines job sequence and works logically and systematically to undertake clearly defined tasks Makes decisions directly related to job role, seeking assistance when required Uses digital tools to complete work tasks and access information

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
CUAPRE401 Implement preventive conservation activities	CULPRE401A Implement preventive conservation activities	Updated to meet Standards for Training Packages and clarify intent. Minor edits to elements and performance criteria.	Equivalent Unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

Assessment Requirements for CUAPRE401 Implement preventive conservation activities

Modification History

Release	Comments
Release 1	This version first released with CUA Creative Arts and Culture Training Package version 2.0.

Performance Evidence

Evidence of the ability to:

identify changes in the condition of collection material and take appropriate routine preventive action to protect collection material from damage and potential hazards and to conserve material

identify agents of deterioration and assess their impact on collections in a timely manner

apply basic conservation techniques and methods that reflect current industry methods when handling equipment, tools and materials during routine examination and conservation of collection material

demonstrate a collaborative approach to the discussion of issues, new techniques and current approaches to conservation

record and report preservation and preventive conservation activities.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

describe the roles of personnel responsible for care of cultural material, including the roles of conservators and unqualified personnel

identify sources of expert assistance on collection care

describe the role of preventive conservation in relation to collections

describe the critical factors contributing to deterioration of collections

clarify the distinction between preservation, conservation and restoration

discuss the application of cultural considerations and protocols for the handling, storage and display of collection material

describe methods of protecting collection material from damage and potential hazards.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in creative arts industry environments. The assessment environment must include access to:

relevant policies and procedures

cultural material in an appropriate environment

equipment, tools and materials for preventive conservation and basic preservation activities.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational educational and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=1db201d9-4006-4430-839f-382ef6b803d5

DEFEVL001 Develop an evaluation program

Modification History

Release	Comments
1	This unit was released in DEF Defence Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to DEFEV501 Develop an evaluation program. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice All PC revised in element 3

Application

This unit describes the skills required to develop an evaluation program for an organisation. It includes defining terms of reference and context; identifying key stages and outcomes; assessing and defining data management requirements and identifying the resources needed to undertake the program.

This unit applies to those responsible for the design and development of an evaluation and reporting strategy to measure performance and the value of investment decisions.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously while performing complex tasks in a familiar context.

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

Competency Field

Evaluation

Elements and Performance Criteria

ELEMENTS	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 section.
1. Define terms of reference & evaluation context	1.1 Identify and clarify the outcomes sought, who will use the information and for what purpose. 1.2 Identify the key stakeholders who will be consulted. 1.3 Select evaluation and monitoring methods which are suitable to the size and significance of the program, and the terms of reference. 1.4 Complete a review of existing evidence and literature relevant to the proposed evaluation. 1.5 Develop an evaluation methodology that supports broader management targets, standards, and outputs.
2. Identify the key stages and outcomes of the program	2.1 Define key stages, milestones and timeframe. 2.2 Communicate with clients and stakeholders the details of the program and delivery timeline for endorsement. 2.3 Identify potential risks which may impact on the proposed program. 2.4 Refine targets and objectives as required.
3. Define reporting and record keeping requirements for data management	3.1 Identify data collection, management and reporting requirements to meet the objectives of the program. 3.2 Identify existing data sets that may be accessed for the program. 3.3 Design data collection protocols to meet relevant standards and required formats. 3.4 Store data to ensure security and appropriate access taking into account required formats. 3.5 Identify the information products required taking into account clients and stakeholders' needs and use. 3.6 Produce reports to suit program audience types.
4. Identify the resources needed to implement the program	4.1 Identify the personnel and skills required to implement the monitoring and evaluation program. 4.2 Assess the material resources required to undertake the work. 4.3 Determine the cost of the program and develop a budget.

Foundation Skills

The foundation skills demands of this unit have been mapped for alignment with the Australian Core Skills Framework (ACSF). The following tables outline the performance levels indicated for successful attainment of the unit.

ACSF levels indicative of performance:

Further information on ACSF and the foundation skills underpinning this unit can be found in the Foundation Skills Guide on the GSA website.

Unit Mapping Information

This unit supersedes and is equivalent to DEFEV501 Develop an evaluation program.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Assessment Requirements for DEFEVL001 Develop an evaluation program

Modification History

Release	Comments
1	These Assessment Requirements were released in DEF Defence Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

scoping and reviewing a program

collecting and managing data

budgeting and identifying program costs

planning evaluation programs

using literacy skills to fulfil job roles as required by the organisation

reading and understanding documentation

completing written reports

using oral communication skills/language competence to fulfil the job role

questioning

active listening

asking for clarification

negotiating solutions

responding to a range of views

using numeracy skills to estimate, calculate and record complex workplace measures

using interpersonal skills to work with others and relate to people from a range of cultural, social and religious backgrounds and with a range of physical and mental abilities

defining terms of reference and context

identifying key stages and outcomes

assessing and defining data management requirements

identifying the resources needed to undertake the program

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

program design considerations (cost, equality, technically valid, ethics)

quantitative and qualitative methods for monitoring and evaluation

data management

Assessment Conditions

Competency should be assessed in an actual workplace or in a simulated environment, with access to equipment and infrastructure appropriate to the outcome. Competency should be demonstrated over time to ensure the candidate is assessed across a variety of situations.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

DEFEVL002 Evaluate and report collected information

Modification History

Release	Comments
1	This unit was released in DEF Defence Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to DEFEV502 Evaluate and report collected information. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice PC added in element 2

Application

This unit describes the skills required to apply diagnostic and mathematical skills to determine validity and appropriateness of collected data.

This unit applies to those working on evaluation programs.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously while performing complex tasks in a familiar context.

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

Competency Field

Evaluation

Elements and Performance Criteria

ELEMENTS	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 section.
1. Determine whether data is covered by scope of program	1.1 Collect evidence, facts and information. 1.2 Review evaluation terms of reference and conditions to determine whether data/information falls within project scope.
2. Apply and analyse established data	2.1 Assess validity of data/information. 2.2 Apply analysis techniques to assess data. 2.3 Identify trends and anomalies. 2.4 Document data analysis techniques and procedures. 2.5 Make recommendations on areas of possible improvement.
3. Record data analysis	3.1 Record findings. 3.2 Analyse recommendations for action to ensure they are compatible with the project’s scope and terms of reference. 3.3 Analyse interim and final reports and compare outcomes to the criteria established at the outset. 3.4 Report findings to stakeholders.

Foundation Skills

FOUNDATION SKILLS

The foundation skills demands of this unit have been mapped for alignment with the Australian Core Skills Framework (ACSF). The following tables outline the performance levels indicated for successful attainment of the unit.

ACSF levels indicative of performance:

Further information on ACSF and the foundation skills underpinning this unit can be found in the Foundation Skills Guide on the GSA website.

Unit Mapping Information

This unit supersedes and is equivalent to DEFEV502 Evaluate and report collected information.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Assessment Requirements for DEFEVL002 Evaluate and report collected information

Modification History

Release	Comments
1	These Assessment Requirements were released in DEF Defence Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least two occasions.

paying attention to detail

communicating facts in a fluent, clear manner

researching information

gathering, measuring and managing data

planning and analysing

negotiating and problem solving

using a range of communication styles for communicating with different audiences and purposes

applying sustainability principles

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

organisational protocols relating to client liaison

confidentiality

accuracy

business mathematics and statistics

data analysis techniques/procedures

reporting requirements to a range of audiences

legislation, policy and procedures relating to the conduct of evaluations

organisational values, ethics and codes of conduct

Assessment Conditions

Competency should be assessed in an actual workplace or in a simulated environment, with access to equipment and infrastructure appropriate to the outcome. Competency should be demonstrated over time to ensure the candidate is assessed across a variety of situations.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

DEFEVL003 Maintain and enhance professional practice

Modification History

Release	Comments
1	This unit was released in DEF Defence Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to DEFEV503 Maintain and enhance professional practice. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to manage personal professional performance and to take responsibility for professional development in relation to the provision of evaluation services.

This unit applies to those working in an evaluation environment.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously while performing complex tasks in a familiar context

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

Competency Field

Evaluation

Elements and Performance Criteria

ELEMENTS	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 section.
1. Model high standards of performance	1.1 Incorporate individual responsibilities and accountabilities into personal work plans. 1.2 Model professional techniques and strategies. 1.3 Apply ethical and inclusive practices in professional practice.
2. Determine personal development needs	2.1 Assess own knowledge and skills against relevant benchmarks to determine development needs and priorities. 2.2 Seek input from other relevant personnel about own development needs and priorities. 2.3 Identify ways to update and maintain currency of evaluation practices and prepare a vocational training plan. 2.4 Combine vocational training plan and personal development objectives into an overall professional development plan.
3. Participate in professional development activities	3.1 Select and implement development opportunities to support continuous learning and maintain currency of professional practice. 3.2 Participate in professional networks to support continuous learning and maintain currency of professional practice. 3.3 Engage in processes which include observing peers and providing them with feedback. 3.4 Invite peers and others to observe and provide feedback on own practices. 3.5 Use technology to maintain regular communication with relevant networks, organisations and individuals.
4. Reflect on and evaluate professional practice	4.1 Research developments and trends impacting on professional practice and integrate information into work performance. 4.2 Use feedback from colleagues and clients to identify and introduce improvements in work performance. 4.3 Document professional development activities, learning and planned changes in behaviours.

Foundation Skills

The foundation skills demands of this unit have been mapped for alignment with the Australian Core Skills Framework (ACSF). The following tables outline the performance levels indicated for successful attainment of the unit.

ACSF levels indicative of performance:

Further information on ACSF and the foundation skills underpinning this unit can be found in the Foundation Skills Guide on the GSA website.

Unit Mapping Information

This unit supersedes and is equivalent to DEFEV503 Maintain and enhance professional practice.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Assessment Requirements for DEFEVL003 Maintain and enhance professional practice

Modification History

Release	Comments
1	These Assessment Requirements were released in DEF Defence Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least two occasions.

participating in professional networks

consulting with colleagues and clients

demonstrating interpersonal skills

engaging with peers professionally to give and receive feedback

making informed decisions and recommendations

completing and maintaining records related to professional development

evaluating personal work practices to improve performance or understanding

keeping up with trends, changes and developments in own area of speciality

analysing and identifying opportunities to improve training and assessment practices

demonstrating time management skills

contributing to own professional development plan

networking and using technology to gain information and other support

participating in professional development activities

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

organisational goals and objectives

organisational processes, procedures and opportunities relating to professional development

continuous improvement techniques and processes and their application

social and education trends and changes impacting on the evaluation environment, including:

policy changes

technological changes

cultural changes

economic changes

networks relevant to professional practice

ethical and inclusive principles and practices associated with assessment of competence

types and availability of development activities and opportunities

Assessment Conditions

Competency should be assessed in an actual workplace or in a simulated environment, with access to equipment and infrastructure appropriate to the outcome. Competency should be demonstrated over time to ensure the candidate is assessed across a variety of situations.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

DEFEVL004 Evaluate a training and assessment system

Modification History

Release	Comments
1	This unit was released in DEF Defence Training Package release 1.0 and meets the Standards for Training Packages.

Application

This unit describes the skills required to evaluate an external or internal training and assessment system.

This unit applies to those who have responsibility for evaluating training and assessment strategies of an organisation.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously while performing complex tasks in a familiar context.

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

Competency Field

Evaluation

Elements and Performance Criteria

ELEMENTS	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 section.
1. Plan a system evaluation	1.1 Identify and confirm the purpose and role of the evaluation with client and stakeholders. 1.2 Define the system in terms of location, purpose, and personnel. 1.3 Identify and prioritise the needs of the stakeholders of the system. 1.4 Identify, obtain and develop the necessary evaluation resources. 1.5 Validate the evaluation plan with stakeholders including: methodology responsibility of appropriate personnel for conducting and participating in evaluations criteria responsibilities for implementation of the evaluation plans means of protection of participants agreement for data collection, storage and retrieval procedures for editing and disseminating reports agreement of the financing 1.6 Establish the evidence required for making decisions of system improvement. 1.7 Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information. 1.8 Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation.
2. Conduct the evaluation	2.1 Collect evidence in accordance with agreed evaluation procedures. 2.2 Identify and record potentially useful information which is not identified in the evaluation plan. 2.3 Collate and process data relevant to the evaluation. 2.4 Interpret evidence at the individual and aggregate levels and identify strengths and weaknesses of the system.
3. Report on evaluation findings	3.1 Document issues and conclusions arising from the analysis conducted. 3.2 Make recommendations to stakeholders on areas of possible improvement. 3.3 Discuss preliminary findings with stakeholders. 3.4 Prepare a range of reports to meet the differing needs of stakeholders.

Foundation Skills

The foundation skills demands of this unit have been mapped for alignment with the Australian Core Skills Framework (ACSF). The following tables outline the performance levels indicated for successful attainment of the unit.

ACSF levels indicative of performance:

Further information on ACSF and the foundation skills underpinning this unit can be found in the Foundation Skills Guide on the GSA website.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Assessment Requirements for DEFEVL004 Evaluate a training and assessment system

Modification History

Release	Comments
1	These Assessment Requirements were released in DEF Defence Training Package release 1.0 and meet the Standards for Training Packages.

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

evaluating information management systems, policies and procedures of an organisation

selecting relevant evaluation information and documentation

accessing and interpreting the organisation's standards and values

analysing records/notes of the evaluation process

explaining the evaluation process

giving clear and precise instructions and advice

discussing the evaluation process with other relevant people

seeking information relevant to the evaluation

discussing the evaluation outcome with the stakeholders

interpreting training program requirements

developing resources to support the evaluation process

communicating with key stakeholders

producing and maintaining documentation

planning projects, work programs

coordinating the work of self and others

investigating training and workforce data

determining and implementing improvement

writing evaluation reports

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

program design considerations (cost, equality, technically valid, ethics)

quantitative and qualitative methods for monitoring and evaluation

data management

Training Packages and accredited courses, and what comprises quality training and assessment services

how training and/or assessment organisations operate

terminology relating to quality evaluation processes

evaluation models/methods

records management systems of the organisation

relevant policy, legislation, codes of practice and national standards, including Commonwealth and state/territory legislation

vocational education and training systems

WHS relating to planning and conducting an evaluation

vocational education regulations

Assessment Conditions

Competency should be assessed in an actual workplace or in a simulated environment, with access to equipment and infrastructure appropriate to the outcome. Competency should be demonstrated over time to ensure the candidate is assessed across a variety of situations.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

DEFEVL005 Evaluate a community based program

Modification History

Release	Comments
1	This unit was released in DEF Defence Training Package release 1.0 and meets the Standards for Training Packages.

Application

This unit describes the skills required to evaluate an external or internal community based program.

This unit applies to those who have responsibility for evaluating community based programs of an organisation.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously while performing complex tasks in a familiar context.

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

Competency Field

Evaluation

Elements and Performance Criteria

ELEMENTS	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 section.
1. Monitor performance of a community based program	1.1 Monitor program activities to ensure they are delivered in accordance with contract and/or Service Level Agreement. 1.2 Review results of monitoring regularly.
2. Plan an evaluation	2.1 Identify and confirm the purpose and role of the evaluation. 2.2 Identify and prioritise the needs of the stakeholders of the program. 2.3 Identify, obtain and develop the necessary evaluation resources. 2.4 Validate the evaluation plan with stakeholders including: methodology responsibility of appropriate personnel for conducting and participating in evaluations criteria responsibilities for implementation of the evaluation plans means of protection of participants agreement for data collection, storage and retrieval procedures for editing and disseminating reports agreement of the financing 2.5 Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information.
3. Conduct the evaluation	3.1 Collect evidence in accordance with agreed evaluation plan. 3.2 Identify and record potentially useful information which is not identified in the evaluation plan. 3.3 Collate and process data relevant to the evaluation.
4. Report on evaluation findings	4.1 Document issues and conclusions arising from the analysis conducted. 4.2 Make recommendations to stakeholders on areas of possible improvement. 4.3 Discuss preliminary findings with stakeholders. 4.4 Prepare a range of reports to meet the differing needs of stakeholders.

Foundation Skills

The foundation skills demands of this unit have been mapped for alignment with the Australian Core Skills Framework (ACSF). The following tables outline the performance levels indicated for successful attainment of the unit.

ACSF levels indicative of performance:

Further information on ACSF and the foundation skills underpinning this unit can be found in the Foundation Skills Guide on the GSA website.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Assessment Requirements for DEFEVL005 Evaluate a community based program

Modification History

Release	Comments
1	These Assessment Requirements were released in DEF Defence Training Package release 1.0 and meet the Standards for Training Packages.

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

selecting relevant evaluation information and documentation

accessing and interpreting the organisation's standards and values

analysing records/notes of the evaluation process

explaining the evaluation process

giving clear and precise instructions and advice

discussing the evaluation process with other relevant people

seeking information relevant to the evaluation

discussing the evaluation outcome with the stakeholders

interpreting contract requirements

developing resources to support the evaluation process

communicating with key stakeholders

producing and maintaining documentation

planning projects, work programs

coordinating the work of self and others

investigating training and workforce data

determining and implementing improvement

writing evaluation reports

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

access and equity issues of community based population

quantitative and qualitative methods for monitoring and evaluation

data management

what comprises quality community based services

how community based organisations operate

terminology relating to quality evaluation processes

evaluation models/methods

evidence-based practice

records management systems of the organisation

relevant policy, legislation, codes of practice and national standards, including Commonwealth and state/territory legislation

WHS relating to planning and conducting an evaluation

Assessment Conditions

Competency should be assessed in an actual workplace or in a simulated environment, with access to equipment and infrastructure appropriate to the outcome. Competency should be demonstrated over time to ensure the candidate is assessed across a variety of situations.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

DEFEVL006 Evaluate business performance

Modification History

Release	Comments
1	This unit was released in DEF Defence Training Package release 1.0 and meets the Standards for Training Packages.

Application

This unit describes the skills required to evaluate the performance of an organisation's business operations.

This unit applies to those who have responsibility for evaluating the business performance of an organisation.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously while performing complex tasks in a familiar context.

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

Competency Field

Evaluation

Elements and Performance Criteria

ELEMENTS	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 section.
1. Plan an evaluation	1.1 Identify and confirm the purpose of the evaluation with client and stakeholders. 1.2 Identify and prioritise the needs of the stakeholders. 1.3 Identify, obtain and develop the necessary resources. 1.4 Validate the evaluation plan with stakeholders including: methodology responsibility of appropriate personnel for conducting and participating in evaluations performance indicators agreement for data collection, storage and retrieval procedures for editing and disseminating reports agreement of the financing 1.5 Identify, develop and assess validity and reliability of evidence gathering instruments, procedures and sources of information. 1.6 Link cost effective methods utilising an appropriate evaluation model to the purpose of the evaluation.
2. Develop performance indicators	2.1 Develop performance indicators that link programs, processes and resource use to organisational strategic objectives and/or environmental factors. 2.2 Develop performance indicators using processes that are planned, inclusive and realistic within available time frames and resources.
3. Conduct the evaluation	3.1 Gather and analyse program and organisational data to identify past, current and future performance. 3.2 Identify and record potentially useful information which is not identified in the evaluation plan. 3.3 Collate and process data relevant to the evaluation. 3.4 Research and evaluate variations from targets and divergences from trends to determine margins of error and/or repeating patterns. 3.5 Assess trends in performance in terms of organisational short and long term objectives.
4. Identify options for improvement	4.1 Identify factors inhibiting performance. 4.2 Review organisational program to include factors that promote performance in line with available resources.
5. Report on evaluation findings	5.1 Document issues and conclusions arising from the analysis conducted. 5.2 Make recommendations to stakeholders on areas of possible improvement. 5.3 Discuss preliminary findings with stakeholders. 5.4 Prepare a range of reports to meet the differing needs of stakeholders.

Foundation Skills

The foundation skills demands of this unit have been mapped for alignment with the Australian Core Skills Framework (ACSF). The following tables outline the performance levels indicated for successful attainment of the unit.

ACSF Levels essential to performance:

Further information on ACSF and the foundation skills underpinning this unit can be found in the Foundation Skills Guide on the GSA website.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Assessment Requirements for DEFEVL006 Evaluate business performance

Modification History

Release	Comments
1	These Assessment Requirements were released in DEF Defence Training Package release 1.0 and meet the Standards for Training Packages.

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

evaluating information management systems, policies and procedures of an organisation

selecting relevant evaluation information and documentation

accessing and interpreting the organisation's standards, missions, values and objectives

analysing records/notes of the evaluation process

explaining the evaluation process

giving clear and precise instructions and advice

discussing the evaluation process with other relevant people

seeking information relevant to the evaluation

discussing the evaluation outcome with the stakeholders

developing resources to support the evaluation process

communicating with key stakeholders

producing and maintaining documentation

planning projects, work programs

coordinating the work of self and others

investigating training and workforce data

determining and implementing improvement

writing evaluation reports

analysing trend

creating performance indicators

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

program design considerations (cost, equality, technically valid, ethics)

quantitative and qualitative methods for monitoring and evaluation

data management

ethical considerations

organisational structures and lines of management authority

terminology relating to quality evaluation processes

evaluation models/methods

records management systems of the organisation

relevant policy, legislation, codes of practice and national standards, including Commonwealth and state/territory legislation

business and Human Resource models

WHS relating to planning and conducting an evaluation

Assessment Conditions

Competency should be assessed in an actual workplace or in a simulated environment, with access to equipment and infrastructure appropriate to the outcome. Competency should be demonstrated over time to ensure the candidate is assessed across a variety of situations.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=6bdbab1e-11ed-4bc9-9cba-9e1a55d4e4a9

FNSACC312 Administer subsidiary accounts and ledgers

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to reconcile and monitor subsidiary accounts in financial accounts receivable systems, identify bad and doubtful debts and plan a recovery action, record creditor invoices, and remit payments to sundry creditors.

It applies to individuals who use specialised knowledge and follow agreed processes to problem solve within the scope of own responsibility.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Financial Services Training Package Companion Volume Implementation Guide or the relevant regulator for specific guidance on regulatory requirements.

Unit Sector

Accounting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review accounts receivable requirements	1.1 Check receipts entered into manual accounts receivable system for accuracy, consistency and completeness 1.2 Identify and make record of incorrect entries according to type and source of receipt 1.3 Identify and investigate discrepancies between monies owed and monies paid according to organisational policies, procedures and guidelines 1.4 Amend receipts entered into manual accounts receivable system according to established procedures
2. Identify bad and doubtful debts	2.1 Review debtor ledger according to organisational policies and guidelines to identify outstanding monies and seek further information where required 2.2 Verify bad and doubtful debt status through liaison with debtors 2.3 Complete reporting procedures and required documentation for bad and doubtful debts according to organisational policies and guidelines
3. Review client compliance with terms and conditions and plan recovery action	3.1 Identify clients in default of trading terms according to organisational credit policies and operating procedures 3.2 Contact identified clients and promptly and courteously make satisfactory arrangements for payment of outstanding monies 3.3 Action organisational policy and procedures for monies owing that constitute breach of organisational credit policy 3.4 Review previous activities and communication with clients to establish adequacy of follow-up procedures, and determine whether usual organisational recovery avenues have been exhausted 3.5 Develop plans to pursue debt recovery or to initiate legal action, with measures completed in line with organisational policies, guidelines and timeframes
4. Prepare reports and file documentation	4.1 Prepare reports that document accounts receivable, debt recovery type and cause, and debt recovery plan 4.2 Distribute reports to supervisors, managers, and other designated parties 4.3 File documentation according to organisational policy and procedures
5. Distribute creditor invoices for authorisation	5.1 Identify, investigate and rectify invoice discrepancies and encode and record invoices correctly 5.2 Request authorisation for payment from designated personnel
6. Remit payments to creditors	6.1 Draw up and ensure authorisation of cheque requisition 6.2 Collect and record data relating to creditor details and amounts paid according to organisational guidelines, and prepare report for ratification by management 6.3 Prepare creditor payment in line with organisational requirements 6.4 Prepare journal to record payment
7. Reconcile outstanding balances	7.1 Obtain statements of outstanding balances from suppliers where required 7.2 Reconcile balances outstanding to invoices received

Foundation Skills

This section describes those language, literacy and numeracy and employment skills that are essential to performance.

Skill	Description
Reading	Analyses discrepancies and errors
Writing	Records information using correct spelling, grammar and terminology Prepares reports of consolidated information and correspondence using logical structure and organisational formats
Oral communication	Participates in verbal exchanges with a range of personnel and uses questioning and active listening to convey and clarify information and instructions
Numeracy	Performs mathematical calculations to check accuracy and completeness of numerical and financial data, with a focus on identifying errors and discrepancies
Navigate the world of work	Follows organisational protocols, policies and procedures relevant to own role
Interact with others	Follows accepted communication practices and protocols to liaise with others, elicit and share information, and gain required authorisations
Get the work done	Plans, organises and implements tasks according to organisational requirements Responds to predictable problems about payment status or discrepancies by implementing standard, logical solutions Uses the main features and functions of digital tools to complete work tasks and to access information

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSACC312 Administer subsidiary accounts and ledgers (Release 1)	FNSACC302 Administer subsidiary accounts and ledgers (Release 1)	Updates to elements, performance criteria and assessment requirements.	Equivalent unit.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSACC312 Administer subsidiary accounts and ledgers

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

reconcile and monitor subsidiary accounts according to industry compliance requirements and organisational policies and procedures, including:

using required data entry and reporting systems to perform account and ledger administration activities

following organisational data validation and reconciliation processes and analysing outcomes of the reconciliation for required actions

identifying bad and doubtful debts in a timely manner

planning effective debt recovery actions.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

Key features of debits and credits, and their role in accounting systems

Procedures for identifying bad or doubtful debts

Key requirements relating to the administration of subsidiary accounts and ledgers detailed in:

legal systems, regulations and procedures

industry codes of practice

Key requirements of organisational policies and procedures relating to reconciling and monitoring financial accounts, including organisational credit policy

Industry-accepted measures and protocols to remit and collect monies

Key features of debt recovery plans

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the accounting field of work and include access to:

office equipment, technology, software and consumables required to reconcile and monitor accounts receivable data systems.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSACC411 Process business tax requirements

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to maintain business taxation accounting records, and to process lodgements and returns according to Australian Taxation Office (ATO) requirements, excluding income tax. Documentation for business activity statements (BAS) must be authorised by a registered BAS agent.

It applies to individuals who use specialised knowledge and follow defined procedures to administer and process taxation-related information within the scope of own responsibility.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Financial Services Training Package Companion Volume Implementation Guide or the relevant regulator for specific guidance on regulatory requirements.

Unit Sector

Accounting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Maintain accounting records for taxation purposes	1.1 Access and interpret taxation accounting system requirements specific to own role 1.2 Establish and maintain records required to support taxation accounting system 1.3 Comply with specific taxation requirements for business documents
2. Establish and maintain process for managing business tax returns	2.1 Establish accounting process to manage process for taxation lodgements 2.2 Maintain sufficient and current records to comply with lodgement requirements according to organisational policies and procedures 2.3 Establish and meet lodgement schedule requirements
3. Process business tax returns and lodgements	3.1 Identify and use required returns and lodgements in line with organisational procedures 3.2 Process accounting data to comply with taxation reporting requirements 3.3 Draft returns and lodgements for review by authorised personnel

Foundation Skills

This section describes those language, literacy and numeracy and employment skills that are essential to performance.

Skill	Description
Reading	Interprets documentation from a variety of sources and records, gathers, and consolidates financial information
Writing	Records information accurately using correct spelling, grammar and terminology Drafts text and prepares numerical information for reports and forms
Numeracy	Performs mathematical calculations accurately and interprets and analyses financial data to achieve requirements
Navigate the world of work	Identifies and complies with regulatory requirements, protocols, policies and procedures relevant to own role
Get the work done	Plans, organises and implements efficient systems to meet business tax requirements Organises work tasks according to defined requirements, taking responsibility for process and schedule needs Uses analytical techniques to gather information and identify and evaluate options Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSACC411 Process business tax requirements (Release 1)	FNSACC401 Process business tax requirements (Release 1)	Minor edits to performance criteria to clarify intent of unit.	Equivalent unit.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSACC411 Process business tax requirements

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

maintain accounting records for taxation purposes

establish and maintain an administrative process for managing business taxation returns, excluding income tax

prepare and process business taxation returns using validated data according to Australian taxation requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

Key requirements of Australian Taxation Office (ATO) and legislation relating to business taxation returns

Accounting terminology used when processing business taxation requirements, including terminology found in:

business activity statements

fringe benefits tax (FBT)

pay as you go (PAYG) tax

company tax

wine equalisation tax

luxury car tax

payroll tax

stamp duty

Key ATO and organisational requirements for tax lodgement schedules

Key administrative procedures in a financial services organisation or business unit relating to taxation accounting records, and lodgements and returns

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the accounting field of work and include access to:

office equipment, technology, software and consumables required to process tax lodgements and returns, including:

return and lodgement templates

access to the internet.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSACC412 Prepare operational budgets

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to prepare and document operational budgets for a variety of organisations.

It applies to individuals who use specialised knowledge and systematic approaches to undertake strategic financial activity for an organisation.

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

Unit Sector

Accounting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare budget	1.1 Confirm budget objectives are consistent with organisational aims, projects and forecasts 1.2 Define cash, expenditure and revenue items and ensure they are relevant to budget 1.3 Discuss and clarify identified budget information with stakeholders according to organisational procedures
2. Set budget timeframe	2.1 Identify, confirm and include milestones and performance indicators in budget 2.2 Break down annual budgets into seasonal periods according to organisational operating procedures
3. Document budget	3.1 Present data in a clear format appropriate to budget reporting 3.2 Complete and distribute reports for specified periods and projects within agreed timeframes 3.3 Monitor budget variance and seek direction from client or designated person to address variance as required

Foundation Skills

This section describes those language, literacy and numeracy and employment skills that are essential to performance.

Skill	Description
Reading	Analyses potentially complex information from a range of sources and relates specific aspects of information to budget requirements
Writing	Records financial information accurately Uses clear language and logical structure in preparing reports and presentations to convey information
Oral communication	Participates in verbal exchanges using active listening and questioning to elicit the views and opinions of others and to confirm requirements
Numeracy	Performs mathematical calculations and uses estimating and forecasting techniques to consolidate and analyse financial data
Interact with others	Builds rapport during discussions, collaborations and negotiations
Get the work done	Develops plans to manage and report on routine and non-routine tasks with logically sequenced steps Uses analytical processes to identify process milestones and performance indicators Uses digital systems and programs to assist with planning, implementing, monitoring and reporting budgets

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSACC412 Prepare operational budgets (Release 1)	FNSACC402 Prepare operational budgets (Release 1)	Edits to performance criteria to clarify intent of unit. Added performance criterion to Element 3.	Equivalent unit.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSACC412 Prepare operational budgets

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

establish and confirm budgetary milestones and performance indicators

collect financial data and prepare operational budgets for a range of organisations

identify budget variances and report variances to designated stakeholders

record and document budget reports.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

Key principles of budgetary control

Range of forecasting techniques used when preparing operational budgets

Key principles of statistical analysis and measures of variance in the context of financial data analysis and operational budgets

Key features of organisational policies and procedures for financial administration as they relate to budgeting

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the accounting field of work and include access to:

office equipment, technology, software and consumables required to prepare operational budgets, including:

digital systems and programs to assist in budget preparation and reporting

templates for presenting financial data.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSACC413 Make decisions in a legal context

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to make decisions, particularly those relating to compliance issues, in a legal context. It is intended to satisfy the requirement for a course of study in commercial law at an introductory or foundation level, covering Australian legal systems and processes.

It applies to individuals who, within the scope of own responsibility, use specialised knowledge to make decisions that require consideration of the legal context.

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

Unit Sector

Accounting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Examine legal context of financial services work	1.1 Identify key features of Australian legal systems and processes relating to own role 1.2 Identify functions of courts and other regulatory bodies relating to own role 1.3 Analyse implications of related legislation, regulations and legal precedents for operational decisions, and apply findings in decision-making process 1.4 Seek advice and guidance to evaluate and moderate decision-making processes
2. Identify compliance requirements of financial services work	2.1 Interpret compliance requirements of own financial services work, and confirm interpretation with authoritative source relating to own role 2.2 Review legislative and regulatory sources of information to identify changes to compliance requirements 2.3 Analyse impact of changes to compliance requirements on business operations, policies and procedures
3. Develop compliance procedures	3.1 Develop procedures in consultation with others to address compliance requirements 3.2 Establish timeframes to meet compliance requirements to align with statutory deadlines

Foundation Skills

This section describes those language, literacy and numeracy and employment skills that are essential to performance.

Skill	Description
Reading	Categorises, consolidates and interprets complex regulatory and legislative information relating to scope of own work
Writing	Prepares documentation using clear language, formats and terminology specific to requirements, audience and purpose
Oral communication	Participates in verbal exchanges using active listening and questioning to clarify thinking and elicit opinions of others
Navigate the world of work	Contributes to the development of procedures to meet legislative requirements Identifies organisational implications of new or changed legislation or regulations
Interact with others	Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to seek or share information Collaborates and cooperates with others to achieve joint outcomes
Get the work done	Organises work to meet organisational requirements, taking responsibility for process, compliance and schedule needs Makes critical and non-critical decisions in relatively complex situations, taking related legislation, regulations, and legal precedents into consideration Uses the main features and functions of digital tools to complete work tasks

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSACC413 Make decisions in a legal context (Release 1)	FNSACC403 Make decisions in a legal context (Release 1)	Edits to performance criteria to clarify their intent. Added performance criterion to Element 2. Expanded knowledge evidence.	Equivalent unit.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSACC413 Make decisions in a legal context

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

access information on legislation, statutes, regulations, and legal precedents related to operational decisions

interpret impact of legislation, statutes, regulations and legal precedents on operational decisions regarding compliance requirements

review, and assist in developing, organisational procedures to meet compliance requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

Key features of Australian legal systems and processes, and the context in which they operate, including:

basic principles, current statute and common law

roles and responsibilities of key organisations

constitutional considerations

separation of powers

basic principles of the law of torts, particularly relating to:

negligence

negligent misstatement

courts and regulatory bodies

Key features of current legislation and its general impact on business operations in the areas of:

consumer law

contract law

corporations law, including different business organisational structures and regulations for:

public and private companies

trusts

partnerships

sole traders

property law

superannuation law

taxation law

Key decisions in case law and findings

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the accounting field of work and include access to:

office equipment, technology, software and consumables required to access information on Australian legal systems and processes, including:

access to the internet

legislative and regulatory documentation required for decision making in own role.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSACC416 Set up and operate a computerised accounting system

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to establish, operate, and modify an integrated computerised accounting system. This is generally under supervision and encompasses processing transactions in the system, maintaining the system, producing reports, and ensuring system integrity.

It applies to individuals who, within the scope of own responsibility, use specialised knowledge, information technology, and planning and organising skills to establish and maintain an organisational system in service and trading environments.

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

Unit Sector

Accounting

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Implement integrated accounting system	1.1 Implement general ledger, chart of accounts, and subsidiary accounts according to organisational requirements, policies and procedures 1.2 Set up customers, suppliers and inventory items in system to meet organisational requirements and reporting requirements of goods and services tax (GST) 1.3 Identify sources of technical help and use them to solve operational problems
2. Process transactions in system	2.1 Collate, code, and classify input data before processing 2.2 Process wide range of cash and credit transactions according to organisational policies and procedures 2.3 Use general journal to make balance day adjustments for prepayments and accruals 2.4 Regularly review system output to verify accuracy of data input, and make adjustments for detected processing errors 2.5 Perform end of financial year rollover
3. Maintain system	3.1 Add new general ledger accounts, and customer, supplier, inventory and fixed asset records as required 3.2 Maintain and update existing chart of accounts, and customer, supplier, inventory and fixed asset records and subsidiary accounts 3.3 Customise chart of accounts to meet reporting requirements of organisation
4. Produce reports	4.1 Generate reports to indicate financial performance and financial position of organisation and for goods and services tax (GST) purposes 4.2 Generate reports that confirm that subsidiary ledgers and accounts reconcile with general ledger 4.3 Generate reports that confirm that system’s bank account entries reconcile with bank statements 4.4 Establish systems and practices to ensure information is stored securely and according to legislative and organisational requirements 4.5 Maintain secure record of processed transactions for audit purposes

Foundation Skills

This section describes those language, literacy and numeracy and employment skills that are essential to performance.

Skill	Description
Reading	Accesses, manages, and analyses financial information and data from a range of sources and reports
Writing	Accurately records and checks financial and textual information in documentation and systems Uses correct spelling, grammar and terminology when entering data and preparing reports
Oral communication	Uses questioning and active listening to clarify and convey information and instructions
Numeracy	Performs mathematical calculations and uses mathematical problem-solving strategies to analyse financial data and reports
Navigate the world of work	Identifies and complies with legislative and regulatory requirements, protocols, policies and procedures associated with own role
Get the work done	Organises work to meet organisational requirements, taking responsibility for process, compliance, and scheduling needs Makes critical and non-critical decisions in relatively complex situations, taking legislative and regulatory requirements into consideration Identifies and responds to predictable problems and implements solutions to issues that have the potential to impact on the data entry and reporting process Implements security requirements for managing digital data

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSACC416 Set up and operate a computerised accounting system (Release 1)	FNSACC406 Set up and operate a computerised accounting system (Release 1)	Elements 4 and 5 integrated into one element. Updates to assessment requirements.	Equivalent unit.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSACC416 Set up and operate a computerised accounting system

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

set up the chart of accounts for one organisation by modifying an established integrated financial software system

implement an integrated computerised accounting system, ensuring integrity of the data

process transactions in the integrated system, including:

BPAY

credit card payments

direct debit

invoices

petty cash

generate reports in the integrated system over at least two reporting periods, including:

goods and services tax (GST) accrual report

payroll report

bank reconciliation report

profit and loss statement

balance sheet

maintain computerised accounting system information securely.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

Key features of desktop and cloud-based computerised accounting systems

Key features of organisational policies and procedures relating to setting up and operating a computerised accounting system

Key requirements of financial services industry legislation relating to information privacy when using computerised accounting systems

Key features and characteristics of information included in source documents of financial data

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the accounting field of work and include access to:

office equipment and consumables required to operate a computerised accounting system

technology and software required to operate a computerised accounting system, including:

integrated commercial financial software system and associated data

desktop-based and/or cloud-based computerised accounting system

access to the internet.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSFLT201 Develop and use a personal budget

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to develop, implement and monitor a personal savings budget. It has wide application and may be used in workplaces, schools, adult and community learning organisations or registered training organisations to build the financial literacy of learners. The unit may also be used as part of pre-vocational or new apprenticeship programs, or as part of services provided by counselling or advisory organisations.

It applies to individuals who use new ideas and techniques to develop personal financial literacy skills.

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

Unit Sector

Financial literacy

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify and discuss budgeting as a financial tool	1.1 Identify and consider role of budgeting in lives of different groups and importance of budgeting appropriately to meet expenses at different stages of life 1.2 Discuss importance of setting financial goals 1.3 Identify and discuss obstacles that might prevent financial goals being achieved, and types of behaviours and skills required for successful budgeting
2. Prepare to develop a personal budget	2.1 Record all income and expenses for a six-month period to assist in estimating expenditure requirements 2.2 Obtain or develop budget spreadsheet to record income and expenditure for relevant period of time 2.3 Identify and list all sources of income, regular fixed expenses and variable expenses for specified period in personal budget using budget spreadsheet
3. Develop a personal budget	3.1 Subtract total expenses recorded from total income to determine surplus or deficit budget for specified period 3.2 Explore reasons for deficit budget if relevant and investigate ways to reduce expenses or increase income 3.3 Explore allocation of surplus funds towards saving and meeting identified financial goals
4. Implement and monitor the personal budget	4.1 Follow budget according to plan for a period of time 4.2 Record actual expenses and income for period during which budget is implemented 4.3 Compare budgeted expenses and income with actual amounts and modify budget where necessary 4.4 Discuss handy hints for managing personal budget 4.5 Conduct ongoing review of budget to ensure it remains relevant and to ensure updates are incorporated if necessary

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1-1.3, 2.3, 3.2	Gathers and interprets financial information and identifies key aspects relevant to the task
Writing	1.1-1.3, 2.1-2.3, 4.2, 4.3	Accurately records and documents information relating to personal budgets using correct language, concepts and terminology
Oral Communication	1.1-1.3, 4.4	Participates in verbal exchanges using active listening and questioning to develop a clear understanding of budgeting information
Numeracy	2.1, 2.3, 3.1-3.3, 4.1	Performs mathematical calculations including addition, subtraction, multiplication, division and percentages, and interprets financial information relating to budgets
Get the work done	2.1-2.3, 3.1-3.2, 4.1-4.5	Plans routine tasks and organises work according to defined requirements Reviews effectiveness of decisions and makes adjustments as required Uses digital systems and tools to design work processes and complete work tasks

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSFLT201 Develop and use a personal budget	FNSFLT201A Develop and use a personal budget	Updated to meet Standards for Training Packages Minor edits to reflect AQF level	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSFLT201 Develop and use a personal budget

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

prepare a budget spreadsheet

calculate interest and loan repayments, and surplus or deficit funds

prepare, implement and monitor a personal budget.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain the purpose, key principles and benefits of budgeting

explain the importance of setting financial goals

list obstacles to achieving financial goals

describe different stages in life and how financial goals may change

describe the behaviours and skills needed to adhere to a budget

explain the difference between fixed and variable expenses

describe the role of credit and savings in managing a budget and establishing personal wealth

describe the role of financial institutions and their savings products to assist with managing a budget.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the financial literacy field and include access to:

office equipment, technology, software and consumables

information about the budgeting process, personal financial records and other relevant resources.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSINC401 Apply principles of professional practice to work in the financial services industry

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to identify industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements, and to model and meet expectations of these in all aspects of work.

It applies to individuals who work in senior roles in the financial services industry and underpins other specialist units used in all sectors of the industry.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

Unit Sector

Industry capability

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify scope, sectors and responsibilities of industry	1.1 Identify and consider external forces impacting on financial services industry while carrying out activities 1.2 Identify main sectors of financial services industry and interrelationship between sectors in carrying out activities 1.3 Identify roles and responsibilities of other participants in financial services industry in carrying out activities
2. Identify and apply guidelines, procedures and legislation	2.1 Collect, apply and analyse information on relevant legislation, regulations and codes of practice as applied to financial services industry 2.2 Clarify own work practice and regularly refine in light of relevant legislation, regulations and codes of practice, and organisational policy, guidelines and procedures 2.3 Apply relevant codes of practice in an ethical approach to workplace practice and decisions
3. Identify sustainability issues	3.1 Obtain and analyse information on sustainability policies, strategies and impacts on industry from a range of sources 3.2 Identify and promote environmental sustainability as an integral part of business planning and business opportunity 3.3 Incorporate and support triple bottom line principles in work planning
4. Manage information	4.1 Read and discuss with appropriate persons relevant documents and reports that could impact on work effectiveness and compliance 4.2 Analyse, evaluate and check documents, reports, data and numerical calculations to meet customer and organisational requirements 4.3 Present information in format appropriate for audience
5. Participate in and facilitate work team activities	5.1 Provide feedback to team members to encourage, value and reward individual and team efforts, and contributions 5.2 Actively encourage team members to participate in and take responsibility for team activities and communication processes 5.3 Support team to identify and resolve problems which impede its performance 5.4 Ensure own work serves as role model for others and enhances organisation's image and financial services industry
6. Plan work to be completed	6.1 Determine tasks to be done and identify relevant conditions to work autonomously or in team environment 6.2 Plan work to manage resources, time and priorities 6.3 Contribute to organisational planning process as required to achieve service improvement 6.4 Adapt to changes in technology and work organisation in timely manner
7. Develop and maintain personal competency	7.1 Identify and review personal professional development needs and goals on regular basis 7.2 Clarify and comply with competency, authorisation and licensing requirements 7.3 Seek professional development opportunities that reflect needs and goals in agreed timeframe

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Learning	7.1, 7.3	Identifies, plans and implements strategies to manage gaps in personal knowledge
Reading	1.1-1.3, 2.1, 2.2, 3.1, 4.1, 4.2	Analyses and consolidates information and data from a range of sources, against defined criteria and requirements, and checks for accuracy and completeness
Writing	4.3, 5.1, 6.2	Prepares a range of textual information appropriate for audience for informal and formal purposes
Oral Communication	4.1, 4.3, 5.1, 5.2	Participates in verbal exchanges of information using language, tone and pace appropriate to audience and environment Uses listening and questioning techniques to elicit the views and opinions of others and to confirm understanding
Numeracy	3.3, 4.2, 6.2	Performs mathematical calculations to interpret and compare financial data and information Defines timeframes in accordance with schedule requirements
Navigate the world of work	2.1-2.3, 3.1, 4.1, 7.2	Accepts responsibility and ownership for the task and makes decisions on completion parameters and the need for coordination with others Takes personal responsibility for following explicit and implicit policies, procedures and legislative requirements
Interact with others	2.2, 3.2, 5.1-5.4	Selects and uses appropriate conventions and protocols when communicating with clients and co-workers in a range of work contexts Recognises when personal values and beliefs impact on work group and implements basic strategies to moderate the effect Recognises and accommodates basic differences and priorities of others Cooperates with others and contributes to work practices where joint outcomes are expected and deadlines are to be met Recognises behaviours and triggers that contribute to conflict and implements strategies to moderate conflict Elicits feedback and provides feedback to others to improve self or workgroup behaviours
Get the work done	1.1-1.3, 2.1, 3.1-3.3, 4.1- 4.3, 6.1-6.4, 7.3	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes Makes routine decisions and implements standard procedures for routine tasks, using formal decision-making and problem-solving processes for more complex and non-routine situations Uses the main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSINC401 Apply principles of professional practice to work in the financial services industry	FNSINC401A Apply principles of professional practice to work in the financial services industry	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSINC401 Apply principles of professional practice to work in the financial services industry

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

access, interpret and analyse product and service information provided by industry sectors in an effective and timely manner

interpret and comply with relevant financial services legislation, regulations and industry codes of practice, and ethics applicable to the workplace

recognise and implement sustainability principles and work practices

accurately analyse, evaluate and organise relevant information

effectively plan work and maintain a team environment, taking into account any constraints and available resources

identify and evaluate appropriate professional development opportunities.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

discuss environmental or sustainability legislation, regulations and codes of practice applicable to industry and organisations

outline the main sectors in the financial services industry and the interrelationships between the sectors

explain industry and organisational policy and procedures and ethical behaviours in regard to customer service and administration

outline industry and organisational security practices and rationale

identify internal administration systems such as accounting systems and databases

explain principles, practices and available tools and techniques of sustainability management relevant to the industry context

explain key requirements of relevant legislation, statutory requirements and industry codes of practice as they relate to:

consumer credit

privacy

financial transaction reporting

corporations (including accounting standards)

financial services

identify the economic and political climate relating to the financial services industry

explain triple bottom line principles used in work planning.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the industry capability field and include access to:

organisational policy, procedures, legislation, regulations and codes of practice

specialist financial services software and data

common office equipment, technology, software and consumables.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSORG601 Negotiate to achieve goals and manage disputes

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to establish and gain agreement to organisational goals, and identify, document and effectively manage disputes with stakeholders to achieve the best outcome.

It applies to individuals who use well-developed judgement skills and a range of negotiation techniques to manage others to reach agreement.

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

Unit Sector

Organisational skills

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish needs of parties	1.1 Identify desires, needs, requirements and outcomes of all parties using open and professional communication strategies 1.2 Identify and document potential issues and problems, and successful outcomes for organisation and client 1.3 Identify, analyse and discuss strategies and options for achieving outcomes with relevant parties 1.4 Identify and evaluate risks and contingency strategies 1.5 Establish information, facts and issues relevant to situation, and obtain expert advice from third parties or other professionals where required prior to negotiations
2. Negotiate to achieve agreed outcome	2.1 Obtain agreement on strategies and options to achieve goals and complete processes, and communicate it professionally to relevant parties 2.2 Review strategies and options for compliance with contractual, legislative, regulatory and professional requirements, in accordance with organisational policy and procedures 2.3 Obtain, confirm and correctly document agreement by all parties
3. Identify and document causes of disputes	3.1 Identify and analyse issues or disputes promptly and establish position of relevant parties 3.2 Use professional communication techniques that demonstrate respect and empathy for other viewpoints and positions to establish confidence of relevant parties 3.3 Document disputes and issues promptly and accurately, and verify with all relevant parties
4. Implement and manage strategies to resolve disputes	4.1 Identify, evaluate and implement strategies and options which are most likely to achieve favourable outcomes for all relevant parties 4.2 Implement proceedings promptly to settle dispute in accordance with legislative, regulatory, professional and organisational requirements 4.3 Manage dispute to optimise likelihood of favourable outcome for all parties in line with organisational policy and goals 4.4 Ensure procedures to resolve dispute are in accordance with organisational policy and procedures, and legislative, regulatory and professional requirements 4.5 Document accurate, thorough and accessible records of all aspects of dispute for follow up and future reference 4.6 Contact relevant parties to identify any follow up action required to ensure client satisfaction

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.5, 2.2, 2.3, 3.3, 4.1, 4.2, 4.4	Reviews information from stakeholders and other sources and assesses it to develop strategies that comply with organisational, regulatory and legislative requirements
Writing	1.1-1.5, 2.1, 2.3, 3.1, 3.2, 3.3, 4.5, 4.6	Records discussions of analysis and proposed solutions to a range of issues Documents agreements correctly using a range of text types Produces comprehensive records of evidence and dispute outcomes, including any further actions required
Oral Communication	1.1-1.5, 2.1, 2.3, 3.1, 3.2, 4.6	Uses clear and direct language to present information that is suitable for the audience and context Uses active listening and questioning techniques to encourage discussion, and confirm and clarify understanding
Numeracy	1.4, 1.5, 2.2	Identifies and applies financial risks, systems and regulatory requirements to negotiation processes
Navigate the world of work	1.2-1.5, 2.2, 4.2, 4.3, 4.4	Develops and implements strategies to ensure organisational policies, procedures and regulatory requirements are met
Interact with others	1.1-1.5, 2.1, 2.3, 3.1, 3.2, 3.3, 4.6	Identifies and uses appropriate conventions and protocols when communicating with clients, staff and external stakeholders Implements strategies to build rapport and establish a supportive environment with a diverse range of clients Plays a lead role in situations requiring effective collaborative skills, demonstrating high level negotiation skills and ability to resolve disputes
Get the work done	1.1-1.5, 2.3, 3.3, 4.1, 4.2, 4.5, 4.6	Takes responsibility for planning, sequencing and prioritising complex tasks and own workload to achieve organisational outcomes Addresses complex problems involving multiple variables, using formal analytical and lateral thinking techniques, experience and knowledge to formulate recommendations Uses the main features and functions of digital tools to complete work tasks and access information

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSORG601 Negotiate to achieve goals and manage disputes	FNSORG601A Negotiate to achieve goals and manage disputes	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSORG601 Negotiate to achieve goals and manage disputes

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

apply high level communication, interpersonal and negotiation skills to achieve rapport and empathy with others

manage relationships to achieve goals and results

use sound conflict resolution skills and contingency strategies

comply with relevant legislation, regulations and professional codes of practice.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain dispute resolution and conflict theory and strategies

describe negotiating processes and strategies

explain the organisational policy and procedures that relate to negotiation and dispute management

explain the application of risk assessment and evaluation strategies to dispute management

explain the application of contract law to dispute management

outline current legislative, regulatory and industry practices, procedures and services that relate to negotiation and dispute management

outline relevant business principles and practices

describe relevant consumer protection requirements.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the organisational skills field of work and include access to:

common office equipment, technology, software and consumables

organisational policy and procedures documentation.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSORG602 Develop and manage financial systems

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to strategically manage finances directly linked to organisational performance as defined in a strategic plan. It includes designing systems to accommodate accounting, budgeting, cash flow analysis and financial planning for a small organisation or a business unit of a large organisation.

It applies to individuals in positions of responsibility who use a range of specialist and managerial techniques to assess requirements, and prepare, plan and review their work and that of others.

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

Unit Sector

Organisational skills

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish financial system requirements	1.1 Consult relevant stakeholders and analyse existing financial plans to determine financial system requirements for efficient financial administration 1.2 Identify and record reporting and procedural requirements that affect the organisation for future reference 1.3 Include satisfactory security mechanism for internal financial audit controls in system specifications 1.4 Identify risks to financial viability and cost contingency strategies to manage risk
2. Design financial management systems	2.1 Access sources of competent assistance and use advice to secure financial records and assets 2.2 Ensure financial management system design provides accurate and timely information about organisation’s transactions, working capital and cash flow 2.3 Identify, acquire and implement installation of equipment and software needed for operation of system to support organisation’s transactions 2.4 Ensure financial reporting requirements are known and used by relevant personnel 2.5 Ensure established financial reports provide accurate and timely data required for financial decision making 2.6 Produce agreed schedules of account recording and reconciliation systems at regular intervals that support organisation’s service provision and business decisions 2.7 Ensure mechanisms for review of terms of trade and fee structures are suited to organisation’s needs and meet industry standards 2.8 Prepare financial reports at regular intervals in required format to meet external audit requirements
3. Prepare and review financial plans	3.1 Link financial plans to reviews of organisation’s strategic business plan to enable timely financial adjustments 3.2 Maintain probity in planning and implementation of financial management activities 3.3 Ensure financial plans provide reasonable basis for budgeting and ongoing financial management of organisation
4. Monitor and review financial reporting systems	4.1 Use financial reporting systems to evaluate organisational performance against agreed performance indicators, and enable timely adjustments to be made to business investments 4.2 Monitor financial reports and systems to ensure ease of use by staff authorised to manage organisation’s finances

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 2.5, 2.7, 4.1, 4.2	Analyses and reviews complex textual and numerical information for relevance, accuracy and compliance with organisational and regulatory requirements
Writing	1.1-1.4, 2.4, 2.8	Uses a range of text types and styles to document stakeholder consultation, identify relevant information from complex texts, determine risk factors and compile reports in required formats
Oral Communication	1.1, 1.2, 2.4, 3.2	Engages in detailed oral exchanges using active listening and questioning techniques to establish facts and information Initiates points of clarification using language appropriate to the purpose and audience Uses clear and direct language to confirm understanding and agreement
Numeracy	1.1-1.4, 2.2, 2.7, 2.8, 3.1, 3.3	Applies highly developed knowledge of accounting, budgets and financial planning to analyse and establish effective systems that meet organisational and regulatory requirements Establishes, evaluates and reviews complex mathematical information
Navigate the world of work	1.2, 1.3, 2.7-2.8, 3.1-3.3, 4.1, 4.2	Takes a lead role in the development and implementation of systems to meet organisational goals and regulatory requirements Seeks to improve policies and procedures to better meet organisational goals
Interact with others	1.1, 2.1, 2.4	Selects and uses appropriate conventions and protocols to gain and provide information relevant to financial management
Get the work done	1.1-1.4, 2.2, 2.3, 2.5-2.8, 3.1-3.3, 4.1	Develops plans to manage relatively complex routine and non-routine tasks with an awareness of how they contribute to broader strategy and goals Sequences, schedules and monitors activities to meet timelines and other organisational requirements Anticipates potential problems and formulates contingency strategies Takes responsibility for high impact decisions in complex situations involving many variables and constraints Uses digital technologies to manage financial operations and actively investigates new technologies for strategic and operational purposes

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSORG602 Develop and manage financial systems	FNSORG602A Develop and manage financial systems	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSORG602 Develop and manage financial systems

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

determine organisational requirements and design parameters for a financial system

undertake risk assessment, evaluation and management of financial reporting

comply with relevant statutory, regulatory, professional and practice requirements

apply costing and budgeting techniques and tools.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain the key requirements of legislation and regulations relevant to managing financial systems including:

finance

taxation

trust accounts

trade practices

security requirements

ethical requirements

explain accounting and bookkeeping practices required for financial control

outline the key features to be considered in financial system design

explain the key features of organisational administrative systems and practices

explain cost-benefit analysis

outline reporting and auditing requirements for business

explain the types and characteristics of systems, technology and software required to manage the functions of an organisation.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the organisational skills field of work and include access to:

common office equipment, technology, software and consumables

an integrated financial software system and data.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to establish, supervise and monitor systems to ensure that a practice or unit of business conforms to legislative and regulatory requirements, and meets standards defined in professional codes of practice.

It applies to individuals who use specialised knowledge, systematic approaches and analytical skills to provide leadership in ensuring compliance and quality standards are met.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

Unit Sector

Practice management

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify legislation, regulations and codes of practice relevant to the practice	1.1 Identify relevant legislation, regulations and codes of practice to be complied with in provision of services by the practice or business 1.2 Identify relevant compliance procedures to be established
2. Establish and document procedures for compliance of the practice with relevant legislation, regulations and codes of practice	2.1 Identify key stakeholders and consult regarding issues and proposed procedures and guidelines 2.2 Incorporate compliance issues and procedures into practice guidelines and document appropriately 2.3 Identify and document sources of information and advice on legislative and regulatory requirements 2.4 Establish and document procedures for ensuring currency of information within practice 2.5 Establish and incorporate into practice guidelines, ethical procedures and standards for interpretation of legislation, regulations and codes of practice 2.6 Establish procedures for monitoring compliance with legislation, regulations and codes of practice within practice and for outsourced third party providers
3. Establish risk management procedures for compliance with legislation and regulations	3.1 Establish and document structured and systematic risk management process, which takes into account practice obligations under relevant legislation and regulations 3.2 Identify and document risks of non-compliance 3.3 Establish, document and communicate to staff measures to avoid non-compliance and steps to be taken in event of breaches of obligations 3.4 Ensure measures are consistent with Australian state and federal regulations for licensees and authorised representatives
4. Identify and establish appropriate resources for ensuring the practice can meet its legislative and regulatory requirements	4.1 Identify appropriate levels of financial, technological and human resources to meet practice’s legislative and regulatory requirements 4.2 Implement training and assessment procedures to ensure employees have skills needed to comply with legislative and regulatory requirements 4.3 Establish clear decision-making procedures on legislative and regulatory issues, including identification to employees of licensees, authorised representatives, directors and other staff carrying legislative and regulatory responsibilities 4.4 Establish and maintain information technology systems and other technological resources to level necessary to enable compliance with legislative and regulatory requirements 4.5 Ensure budgets, requisition procedures and other internal financial systems clearly identify support for legislative and regulatory functions

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 2.1, 2.3, 3.4, 4.1	Researches and analyses key features of detailed and complex textual information from a range of sources to identify specific criteria and determine actions required
Writing	2.1-2.6, 3.1, 3.2, 3.3, 4.3	Prepares a range of documents incorporating clear and detailed instructions organised sequentially for internal reference Uses clear and concise language, correct spelling and grammar and appropriate terminology to convey information appropriate to the audience and purpose of the documentation
Oral Communication	2.1, 3.3	Participates in verbal exchanges, using active listening and questioning techniques to elicit information from others and to confirm understanding Provides instructions and presents information structuring tone, pace and content in line with audience and purpose
Numeracy	4.1, 4.5	Interprets, compares and consolidates numerical and financial information to determine requirements
Navigate the world of work	1.1, 1.2, 2.3-2.6, 3.1, 3.4, 4.1-4.5	Takes a lead role in the development of organisational goals, roles and responsibilities Develops and implements strategies that ensure organisational policy, procedures and regulatory requirements are being met Monitors and reviews organisational policy, procedures and adherence to legislative requirements to implement and manage change
Interact with others	2.1, 3.3, 4.2	Uses a variety of relevant communication tools and strategies in building and maintaining effective working relationships Influences and fosters a collaborative culture, facilitating a sense of commitment and workplace cohesion
Get the work done	1.1, 1.2, 2.1, 2.2, 2.4-2.6, 3.1-3.3, 4.1-4.5	Uses digital technologies to manage business operations and actively investigates new technologies for strategic and operational purposes Plans strategic priorities and outcomes within a flexible, efficient and effective context in a diverse environment exposed to competing demands Gathers and analyses data and seeks feedback to improve plans and processes Explores and incubates new and innovative ideas through unconstrained analysis and critical thinking to develop and improve the organisation’s goals

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations	FNSPRM601A Establish, supervise and monitor practice systems to conform with legislation and regulations	Updated to meet Standards for Training Packages. Minor rewording to clarify intent of performance criteria.	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSPRM601 Establish, supervise and monitor practice systems to conform with legislation and regulations

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

develop strategies to obtain a wide range of relevant information and assess its accuracy and relevance

assess risks and benefits associated with using legislation and regulation databases and systems against practice requirements to make recommendations

develop and document compliance and risk management procedures

apply cost–benefit analyses to ensure optimal development of systems and procedures

comply with risk management standards

develop procedures and processes for monitoring ethical operations of the practice and of outsourced third party providers.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

describe the key requirements of relevant legislation, regulations and codes of practice using knowledge of a wide range of available information sources, including legal resources

describe a range of documentation systems, including registry and library processes

describe the key features of:

financial practice administrative processes and systems

human resources procedures and training options

office information technology systems and software

describe the key processes and products of financial professional services

outline the professional development options for financial personnel

explain the key requirements of relevant legislation, regulations and codes of practice

compare and contrast risk management techniques and tools.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the practice management field of work and include access to:

office equipment, technology, software and consumables

relevant legislation, regulations and codes of practice.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FNSTPB402 Establish and maintain payroll systems

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Application

This unit describes the skills and knowledge required to record and prepare payroll documentation, respond to enquiries, and process payroll data for manual and computerised systems.

It applies to individuals, including BAS agents, who use a range of organisational and other specialist techniques. They may work directly for organisations or be small business owners, contractors or service providers.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. This unit is designed to meet the education requirements of the Tax Practitioner Board (TPB). Refer to the FNS Financial Services Training Package Companion Volume Implementation Guide or the relevant regulator for specific guidance on regulatory requirements.

Unit Sector

Bookkeeping

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish payroll requirements	1.1 Assess scope of payroll services that a business activity statement (BAS) agent can provide, and identify need for independent expert advice 1.2 Apply knowledge of legislation in relation to National Employment Standards, and legislative requirements in regard to payroll payments 1.3 Research and identify relevant state and modern awards, and employment agreements, regarding details to be set up in payroll system for individual employees
2. Record payroll data	2.1 Configure payroll system with complete data provided by employee and employer 2.2 Review payroll data and clarify discrepancies with designated persons 2.3 Enter employee pay period details in payroll system in line with source data
3. Prepare and process payroll	3.1 Conduct payroll preparation within designated timeframes and according to organisational policy and procedures 3.2 Use employee source data to calculate, record and reconcile payroll according to legislative requirements 3.3 Reconcile total payments for pay period, and review and correct irregularities or refer them to designated persons for resolution 3.4 Obtain authorisation of payroll and make arrangements for individuals’ payments in line with organisational requirements 3.5 Distribute individual pay advice according to organisational and legislative requirements 3.6 Identify legislative and organisational requirements relevant to employment termination processes and payment, and seek advice to interpret requirements as required 3.7 Produce, review and store payroll records according to organisational policy and security procedures
4. Handle payroll enquiries	4.1 Respond to payroll enquiries according to organisational and legislative requirements 4.2 Provide information according to organisational and legislative requirements 4.3 Refer enquiries outside area of responsibility or knowledge to designated persons for resolution 4.4 Provide additional information or complete follow-up action within designated timeframes and according to organisational policy and procedures
5. Maintain payroll	5.1 Maintain information and record keeping relating to payroll function according to current legislative and regulatory requirements 5.2 Prepare and reconcile month-end and year-end payroll records to ensure compliance with legislative and management deadlines 5.3 Update records and systems in line with salary reviews and other changes in employment status 5.4 Establish back-up and disaster recovery systems 5.5 Generate and distribute payroll reports in line with organisational policy 5.6 Extract and apply BAS and instalment activity statement (IAS) data according to legislative and regulatory requirements

Foundation Skills

This section describes those language, literacy and numeracy and employment skills that are essential to performance.

Skill	Description
Reading	Reviews and compares details of information to meet requirements, and interprets and analyses an extensive range of structurally intricate texts to inform actions
Writing	Records detailed information accurately in required formats for individuals Prepares, produces and updates accurate payroll record information in a range of report formats to meet organisational requirements Produces logically sequenced texts in response to enquiries
Oral communication	Participates effectively in exchanges of information using questioning and active listening to clarify details, and clear and direct language to refer problems to supervisor Clearly articulates responses to enquiries using language, tone and pace appropriate to audience
Numeracy	Uses calculation skills and mathematical formulas to prepare, record, reconcile, check and report payroll data in a range of formats Defines timeframes in line with schedule requirements
Navigate the world of work	Takes responsibility for complying with organisational policy and procedures, and legal and regulatory requirements
Interact with others	Cooperates and collaborates with others as part of familiar routine activities and contributes to activities requiring joint responsibility and accountability
Get the work done	Plans, organises and completes work according to defined requirements, taking responsibility for sequencing tasks to achieve efficient outcomes Uses systematic analytical processes in complex routine and non-routine situations, gathering information, reviewing and reconciling data, and identifying and evaluating potential solutions Uses digital tools to conduct research, design work processes and to complete work tasks

Range of Conditions

This section specifies different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Payroll preparation must include:	calculating gross pay calculating net pay preparing pay advice slips preparing payments calculating superannuation, taxation and other deductions.
Payroll records must include:	electronic funds transfer employee summary report end of month reports end of year reports pay advice slips payment summaries taxation reports termination payments.

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
FNSTPB402 Establish and maintain payroll systems (Release 1)	FNSBKG405 Establish and maintain a payroll system (Release 2)	Updated to meet Tax Practitioners Board requirements. Minor editorial changes to unit title. Changes to performance criteria in Elements 1–3. Changes to assessment requirements to clarify intent.	Equivalent unit.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

Assessment Requirements for FNSTPB402 Establish and maintain payroll systems

Modification History

Release	Comments
Release 1	This version first released with FNS Financial Services Training Package Version 3.0.

Performance Evidence

Evidence of the ability to:

identify, calculate and input data from time-recording systems for payments into manual or computerised payroll systems

produce a payroll report according to organisational and legislative requirements

present a payroll report for verification and approval

maintain records according to organisational and legislative requirements that relate to security and confidentiality of information.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

Scope of services offered by a business activity statement (BAS) agent providing payroll services

Key principles of award and enterprise agreements and industrial instruments required to maintain payroll systems

Organisational policy and procedures that affect payroll, including the structure of authority in organisations

Industry codes of practice relevant to payroll operations

Key features of manual and computerised payroll systems

Legislative and record-keeping requirements from all levels of government that affect business operation and reporting requirements, especially in regard to:

Fair Work Act

National Employment Standards

Superannuation Guarantee (Administration) Act

corporations law

workers compensation and work health and safety

state payroll tax relating to payroll activities

Privacy Act and requirements relating to confidentiality and security of records

Higher Education Loan Program (HELP)

Medicare levy

Tax Agent Services Act (TASA)

current commonwealth, state and territory industry and modern awards, and enterprise bargaining agreements

individual employment agreements

commonwealth, state and territory leave Acts, including annual, personal, paid parental and long service

Australian Bureau of Statistics (ABS) Act

Current Australian Taxation Office (ATO) requirements relating to payroll systems, including:

Australian business number (ABN)

payment summaries

employment termination payments (ETPs)

tax file number (TFN) declaration

Tax Practitioners Board (TPB) requirements relating to payroll systems, including:

registration and scope of services documentation requirements for BAS agents

code of professional conduct

Key requirements of taxation law relating to payroll systems, including:

pay as you go instalment (PAYGI) tax

pay as you go withholding (PAYGW) tax

fringe benefits tax (FBT) as it relates to salary packaging

Key aspects of routine and non-routine requirements for payroll, including:

routine: award payments, salary amount, salary packaging, superannuation guarantee and superannuation reporting

non-routine: termination payments and superannuation guarantee charge

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the bookkeeping field of work and include access to:

office equipment, technology, software and consumables required to establish and maintain a payroll system, including:

workplace reference materials, such as procedural manuals and organisational policy

actual or simulated payroll data.

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

This unit is designed to meet the education requirements of the Tax Practitioner Board (TPB). Where registration with the TPB is sought, assessment must reflect the conditions described by the regulator which stipulate that a significant amount (at least 40%) must be completed under some form of independent supervision. Where recognition of prior learning (RPL) is used, it must also meet the requirements of the Board’s policy on RPL.

Details of requirements can be accessed on the TPB website at <http://www.tpb.gov.au>.

If undertaking this unit for BAS agent registration, the following items in the Range of Conditions must be addressed in the assessment to meet educational requirements for registration with the TPB:

payroll preparation

payroll records.

Links

Companion volumes are available from VETNet. - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe

FSKDIG002 Use digital technology for routine and simple workplace tasks

Modification History

Release	Comments
Release 1	This version first released with FSK Foundation Skills Training Package Version 2.0.

Application

This unit describes the skills and knowledge required to use digital technology to undertake workplace tasks that are simple and routine in nature. It requires the ability to identify and interpret technical instructions, and setup and apply a range of digital technologies to achieve predetermined outcomes.

An individual performing these tasks may work with an expert or mentor where support is available if requested.

This unit applies to individuals who use, or are preparing to use, digital skills to complete workplace activities. This includes existing workers and individuals preparing for employment through vocational education and training. This unit should be integrated and contextualised with vocational training to support achievement of vocational competency.

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

Unit Sector

Digital Technology

Elements and Performance Criteria

Element	Performance Criteria
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to use digital technology for routine and simple task	1.1 Identify nature and scope of routine and simple workplace task that requires the use of digital technology 1.2 Identify purpose of task and required outcome 1.3 Identify, select and locate appropriate digital technology required for task 1.4 Locate and identify simple workplace information and terminology associated with technology
2. Perform routine and simple workplace task using digital technology	2.1 Interpret and follow simple instructions to access and use digital technology required for the task 2.2 Use technology to enter, store and retrieve information relevant to the task 2.3 Comply with workplace procedures relevant to using digital technology in completing task 2.4 Use basic security protocols related to workplace task
3. Finalise task	3.1 Complete use of technology for designated task in accordance with workplace procedures 3.2 Review performance against required outcome 3.3 Seek feedback on performance against outcomes and identify ways to improve performance

Foundation Skills

This section describes language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Mapping Information

Supersedes and is equivalent to FSKDIG02 Use digital technology for simple workplace tasks.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=f572fe10-a855-4986-9295-3852c771f178

Assessment Requirements for FSKDIG002 Use digital technology for routine and simple workplace tasks

Modification History

Release	Comments
Release 1	This version first released with FSK Foundation Skills Training Package Version 2.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use digital technology to complete at least three routine and simple workplace tasks with different required outcomes and in accordance with workplace procedures.

During the above, the candidate must use the main features and functions of the selected digital technology and suitable security protocols.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit, including knowledge of:

outcomes of routine and simple workplace tasks

familiar types of digital technology commonly used in the workplace, their purposes and their uses

familiar workplace instructions and procedures for the use of digital technology relevant to routine and simple workplace tasks

relevant ethical and security practices applicable to workplace digital technology

simple conventions of online etiquette

strategies to review and improve performance.

Assessment Conditions

Competency is to be assessed in the workplace, a workplace simulated environment or a vocational training context.

Skills must be demonstrated using routine and simple tasks that reflect those typically found in a workplace.

The following resources are to be made available:

an expert or mentor to provide support to learner if requested

digital technology required to complete the performance evidence

workplace procedures required to complete the performance evidence

own familiar support resources.

Assessors must:

satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards, and

have sound knowledge of the ACSF, and

have demonstrable expertise, knowledge and skills in the vocational contextualisation and assessment of digital technology, and

have completed the following or equivalent:

TAESS00009 Address Foundation Skills in Vocational Practice Skill Set; or

a higher level education qualification, such as:

TAE80113 Graduate Diploma of Adult Language, Literacy and Numeracy Practice (and its equivalent TAE70111); or

Bachelor of Education, Graduate Certificate or Graduate Diploma of Education, or higher. This may include qualifications relating to TESOL, adult education or vocational education.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=f572fe10-a855-4986-9295-3852c771f178

FSKLRG011 Use routine strategies for work-related learning

Modification History

Release	Comments
Release 1	This version first released with FSK Foundation Skills Training Package Version 2.0.

Application

This unit describes the skills and knowledge required to identify own learning goals and needs and develop a formal learning plan to participate in a vocational or workplace learning environment.

An individual performing these tasks works independently and uses familiar support resources as needed.

This unit applies to individuals who use, or are preparing to use, learning skills to complete workplace activities. This includes existing workers and individuals preparing for employment through vocational education and training. This unit should be integrated and contextualised with vocational training to support achievement of vocational competency.

This unit is aligned to, but does not fully address, the Australian Core Skills Framework (ACSF) learning core skill indicators .01 and .02 at level 3 in the workplace and employment domain of communication.

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

Unit Sector

Learning

Elements and Performance Criteria

Element	Performance Criteria
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for learning	1.1 Identify work-related learning goals 1.2 Investigate and select a range of formal and informal learning pathways 1.3 Investigate a range of approaches to achieve goals, identifying strengths and limitations of approaches 1.4 Anticipate potential barriers to learning
2. Use strategies for learning	2.1 Identify and select work-related goal 2.2 Identify a preferred approach to achieving work-related learning goal 2.3 Identify and implement strategies to address barriers to achieving learning goal 2.4 Propose routine learning strategies to achieve learning goal 2.5 Identify and access a range of reliable support resources 2.6 Create and use a formal learning plan to implement strategies
3. Review own learning progress	3.1 Monitor progress against plan and reflect on actions and outcomes, identifying options for improvement 3.2 Seek feedback on learning progression 3.3 Identify areas for further learning and training

Foundation Skills

This section describes language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Mapping Information

Supersedes and is equivalent to FSKLRG11 Use routine strategies for work-related learning.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=f572fe10-a855-4986-9295-3852c771f178

Assessment Requirements for FSKLRG011 Use routine strategies for work-related learning

Modification History

Release	Comments
Release 1	This version first released with FSK Foundation Skills Training Package Version 2.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop at least one formal learning plan to support the achievement of identified work-related learning goal and learning pathway

check and review progress against plan on at least one occasion.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

work related tasks requiring learning

common barriers to learning and solutions to address barriers

routine strategies to support learning goals

own learning goals

relevant education and training requirements for selected learning pathway options

relevant support resources for personal learning goals and techniques to assess validity of source

typical features of a formal learning plan

approaches to check and respond to progress of learning plans.

Assessment Conditions

Competency is to be assessed in the workplace, a workplace simulated environment or a vocational training context.

Skills must be demonstrated using routine texts or tasks that reflect those typically found in a workplace.

The following resources are to be made available:

own familiar support resources.

Assessors must:

satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards, and

have sound knowledge of the ACSF and performance features of the ACSF level being assessed, and

have demonstrable expertise, knowledge and skills in the vocational contextualisation and assessment of the core skill, learning, and

have completed the following or equivalent:

TAESS00009 Address Foundation Skills in Vocational Practice Skill Set; or

a higher level education qualification, such as:

TAE80113 Graduate Diploma of Adult Language, Literacy and Numeracy Practice (and its equivalent TAE70111); or

Bachelor of Education, Graduate Certificate or Graduate Diploma of Education, or higher. This may include qualifications relating to TESOL, adult education or vocational education.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=f572fe10-a855-4986-9295-3852c771f178

FSKOCM006 Use oral communication skills to participate in workplace teams

Modification History

Release	Comments
Release 1	This version first released with FSK Foundation Skills Training Package Version 2.0.

Application

This unit describes the skills and knowledge required to participate in and contribute to workplace teams, such as providing services and information, communicating workplace instructions and messages, or participating in team meetings.

An individual performing these tasks works independently and uses familiar support resources as needed.

This unit applies to individuals who use, or are preparing to use, oral communication skills to complete workplace activities. This includes existing workers and individuals preparing for employment through vocational education and training. This unit should be integrated and contextualised with vocational training to support achievement of vocational competency.

This unit is aligned to, but does not fully address, the Australian Core Skills Framework (ACSF) oral communication core skill indicators .07 and .08 at level 3 in the workplace and employment domain of communication.

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

Unit Sector

Oral Communication

Elements and Performance Criteria

Element	Performance Criteria
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan to interact in workplace team	1.1 Identify purpose of interaction 1.2 Identify workplace audience and establish appropriate register 1.3 Identify information relevant to exchange 1.4 Identify oral communication strategies to communicate effectively in a team
2. Interact effectively in workplace team	2.1 Use oral communication strategies for routine interaction 2.2 Interact using conventional grammar, every day and some specific vocabulary, and routine pronunciation appropriate to workplace 2.3 Recognise and use appropriate non-verbal communication and interactional strategies to support interaction with workplace team
3. Review interaction	3.1 Seek feedback and evaluate effectiveness of participation 3.2 Review success of interaction to meet workplace outcomes 3.3 Identify areas for improvement

Foundation Skills

This section describes language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

Supersedes and is equivalent to FSKOCM06 Use oral communication skills to participate in workplace teams.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=f572fe10-a855-4986-9295-3852c771f178

Assessment Requirements for FSKOCM006 Use oral communication skills to participate in workplace teams

Modification History

Release	Comments
Release 1	This version first released with FSK Foundation Skills Training Package Version 2.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

participate in and review the success of at least two different spoken exchanges in a workplace team.

Participation must include speaking and listening.

Knowledge Evidence

During the above spoken exchange the candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

common purposes and audiences of routine workplace team interactions

appropriate register for formal and informal workplace team interactions

relevant oral communication strategies that support participation in workplace teams

intelligible pronunciation of key language

routine and some specialised vocabulary non-verbal feedback strategies and how to use them in workplace team interactions

strategies to review success in meeting identified purpose of presentation and to identify areas of improvement.

Assessment Conditions

Competency is to be assessed in the workplace, a workplace simulated environment or a vocational training context. Spoken exchanges must be undertaken with real individuals in a team.

Skills must be demonstrated using routine oral exchanges that reflect those typically undertaken in a workplace.

The following resources are to be made available:

own familiar support resources

participants for spoken exchanges described in performance evidence.

Assessors must:

satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards, and

have sound knowledge of the ACSF and performance features of the ACSF level being assessed, and

have demonstrable expertise, knowledge and skills in the vocational contextualisation and assessment of the core skill, oral communication, and

have completed the following or equivalent:

TAESS00009 Address Foundation Skills in Vocational Practice Skill Set; or

a higher level education qualification, such as:

TAE80113 Graduate Diploma of Adult Language, Literacy and Numeracy Practice (and its equivalent TAE70111); or

Bachelor of Education, Graduate Certificate or Graduate Diploma of Education, or higher. This may include qualifications relating to TESOL, adult education or vocational education.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=f572fe10-a855-4986-9295-3852c771f178

HLTAID011 Provide First Aid

Modification History

Not applicable.

Application

This unit describes the skills and knowledge required to provide a first aid response to a casualty in line with first aid guidelines determined by the Australian Resuscitation Council (ARC) and other Australian national peak clinical bodies.

The unit applies to all persons who may be required to provide a first aid response in a range of situations, including community and workplace settings.

Specific licensing/regulatory requirements relating to this competency, including requirements for refresher training should be obtained from the relevant national/state/territory Work Health and Safety Regulatory Authorities.

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Respond to an emergency situation.	1.1. Recognise and assess an emergency situation. 1.2. Ensure safety for self, bystanders and casualty. 1.3. Assess the casualty and recognise the need for first aid response. 1.4. Seek assistance from emergency services.
2. Apply appropriate first aid procedures.	2.1. Perform cardiopulmonary resuscitation (CPR) in accordance ARC guidelines. 2.2. Provide first aid in accordance with established first aid principles. 2.3. Display respectful behaviour towards casualty. 2.4. Obtain consent from casualty where possible. 2.5. Use available resources and equipment to make the casualty as comfortable as possible. 2.6. Operate first aid equipment according to manufacturers’ instructions. 2.7. Monitor the casualty’s condition and respond in accordance with first aid principles.
3. Communicate details of the incident.	3.1. Accurately convey incident details to emergency services. 3.2. Report details of incident in line with appropriate workplace or site procedures. 3.3. Complete applicable workplace or site documentation, including incident report form. 3.4. Maintain privacy and confidentiality of information in line with statutory or organisational policies.
4. Review the incident.	4.1. Recognise the possible psychological impacts on self and other rescuers and seek help when required. 4.2. Contribute to a review of the first aid response as required.

Foundation Skills

The Foundation Skills describe those required skills (language, literacy, numeracy and employment skills) that are essential to performance.
Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

Supersedes and not equivalent to HLTAID003 Provide first aid

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ced1390f-48d9-4ab0-bd50-b015e5485705

Assessment Requirements for HLTAID011 Provide First Aid

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the workplace or community setting.

There must be evidence that the candidate has completed the following tasks in line with State/Territory regulations, first aid codes of practice, first aid guidelines determined by the Australian Resuscitation Council (ARC) and other Australian national peak clinical bodies and workplace or site procedures:

managed, in line with ARC guidelines, the unconscious, breathing casualty including appropriate positioning to reduce the risk of airway compromise

managed, in line with ARC guidelines, the unconscious, non-breathing adult, including:

performing at least 2 minutes of uninterrupted single rescuer cardiopulmonary resuscitation (CPR) (5 cycles of both compressions and ventilations) on an adult resuscitation manikin placed on the floor

following the prompts of an automated external defibrillator (AED) to deliver at least one shock

demonstrating a rotation of single rescuer operators with minimal interruptions to compressions

responding appropriately in the event of regurgitation or vomiting

managed, in line with ARC guidelines, the unconscious, non-breathing infant, including:

performing at least 2 minutes of uninterrupted single rescuer CPR (5 cycles both compressions and ventilations) on an infant resuscitation manikin placed on a firm surface

managed casualties, with the following:

anaphylaxis

asthma

non-life-threatening bleeding

choking

envenomation, using pressure immobilisation

fractures, dislocations, sprains and strains, using appropriate immobilisation techniques

minor wound cleaning and dressing

nosebleed

shock

responded to at least one simulated first aid incident contextualised to the candidate’s workplace or community setting, where the candidate has no knowledge of the casualty’s condition prior to starting treatment, including:

identifying the casualty’s illness or injury through history, signs and symptoms

using personal protective equipment (PPE) as required

providing appropriate first aid treatment

conveying incident details to emergency services or advising casualty on any required post incident action

providing an accurate verbal and written report of the incident

reviewing the incident.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

guidelines and procedures including:

ARC guidelines relevant to the provision of first aid

first aid guidelines from Australian national peak clinical bodies

potential incident hazards and risk minimisation processes when providing first aid

infection control procedures, including use of standard precautions and resuscitation barrier devices

requirements for currency of skill and knowledge

first aid codes of practice

appropriate workplace or site procedures relevant to the provision of first aid

contents of first aid kits

legal, workplace and community considerations including:

duty of care requirements

own skills and limitations

consent and how it relates to the conscious and unconscious casualty

privacy and confidentiality requirements

awareness of potential need for stress management techniques and available support for rescuers

considerations when providing CPR, including:

upper airway and effect of positional change

appropriate duration and cessation of CPR

appropriate use of an AED

safety and maintenance procedures for an AED

chain of survival

how to access emergency services

techniques for providing CPR to adults, children and infants including:

how to recognise that a casualty is unconscious and not breathing normally

rate, ratio and depth of compressions and ventilations

correct hand positioning for compressions

basic anatomy, physiology and the differences between adults, children and infants relating to CPR

signs, symptoms and management of the following conditions and injuries:

allergic reaction

anaphylaxis

asthma

non-life-threatening and life-threatening bleeding

burns

cardiac conditions, including chest pain

choking

diabetes

drowning

envenomation - all current treatments

eye injuries

fractures, dislocations, strains and sprains

head, neck and spinal injuries

hypothermia

hyperthermia

minor wounds

nose-bleed

poisoning

seizures

shock

sharps injuries

stroke.

Assessment Conditions

Each candidate to demonstrate skills in an environment that provides realistic in-depth, scenarios and simulations to assess candidates’ skills and knowledge.

Due to the nature of this type of training, it is acceptable for the performance evidence to be collected in a simulated environment.

Compression and ventilation skills must be demonstrated on resuscitation manikins following ARC guidelines for the purpose of assessment of CPR procedures.

Assessment must ensure access to:

adult and infant resuscitation manikins following ARC guidelines for the purpose of assessment of CPR procedures

adrenaline auto-injector training device

AED training devices

workplace first aid kit

placebo bronchodilator and spacer device

different types of wound dressings and bandages

blankets and items to treat for shock

personal protective equipment (PPE)

workplace injury, trauma or illness record, or other applicable workplace or site incident report form.

Simulated assessment environments must simulate real-life situations where these skills and knowledge would be performed, with all the relevant equipment and resources of that workplace or community environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors and must hold this unit or demonstrate equivalent skills and knowledge to that contained within this unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ced1390f-48d9-4ab0-bd50-b015e5485705

HLTAID013 Provide First Aid in remote or isolated site

Modification History

Not applicable.

Application

This unit describes the skills and knowledge required to provide a first aid response to a casualty in a remote or isolated site over an extended period of time until medical assistance is provided, or evacuation occurs.

This unit applies to any site where medical assistance is likely to be delayed.

First aid is to be provided in line with guidelines determined by the Australian Resuscitation Council (ARC) and other Australian national peak clinical bodies.

Specific licensing/regulatory requirements relating to this competency, including requirements for refresher training should be obtained from the relevant national/state/territory Work Health and Safety Regulatory Authorities.

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare equipment for first aid response in remote or isolated site.	1.1. Evaluate information about remote or isolated site and identify potential injuries and illnesses requiring extended management. 1.2. Select first aid equipment and resources to manage a range of potential incidents, according to organisational emergency response and first aid procedures. 1.3. Select communication equipment to facilitate emergency response in remote or isolated site. 1.4. Complete pre-departure safety and serviceability checks on equipment.
2. Assess the situation.	2.1. Recognise and assess an emergency situation. 2.2. Ensure safety for self, bystanders and casualty. 2.3. Assess casualty to determine extent of first aid response. 2.4. Identify need for medical assistance and relay initial and concise information. 2.5. Triage when multiple casualties are involved.
3. Apply appropriate first aid procedures.	3.1. Perform single-rescuer or two-rescuer cardiopulmonary resuscitation (CPR) in accordance with the ARC guidelines and availability of rescuers. 3.2. Provide first aid in accordance with established first aid principles. 3.3. Display respectful behaviour towards casualty. 3.4. Obtain consent from casualty where possible. 3.5. Use available resources and equipment to make the casualty as comfortable as possible. 3.6. Operate first aid equipment according to manufacturers’ instructions. 3.7. Monitor the casualty’s condition and respond in accordance with first aid principles. 3.8. Assess need to evacuate casualty, ability to transport to medical assistance or need for external assistance. 3.9. Administer medication as required according to medical instructions.
4. Communicate details of the incident.	4.1. Accurately convey incident details to emergency services. 4.2. Report details of incident in line with appropriate workplace or site procedures. 4.3. Complete applicable workplace or site documentation, including incident report form. 4.4. Maintain privacy and confidentiality of records and information in line with applicable statutory or organisational policies.
5. Coordinate evacuation and first aid activities until assistance arrives.	5.1. Determine need, in consultation with external services, to evacuate casualty. 5.2. Provide accurate information about location of incident, number of casualties, their condition and their position to enable deployment of appropriate resources. 5.3. Continue to provide treatment using available resources until help arrives. 5.4. Prepare site for evacuation of patient. 5.5. On approach, assist emergency services to locate the site of the incident. 5.6. Follow instructions and provide assistance to emergency services personnel during evacuation.
6. Review the incident.	6.1. Recognise the possible psychological impacts on self and other rescuers and seek help when required. 6.2. Contribute to a review of the first aid response as required.

Foundation Skills

The Foundation Skills describe those required skills (language, literacy, numeracy and employment skills) that are essential to performance.
Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

Supersedes and not equivalent to HLTAID005 Provide first aid in remote situations.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ced1390f-48d9-4ab0-bd50-b015e5485705

Assessment Requirements for HLTAID013 Provide First Aid in remote or isolated site

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the workplace or community setting.

There must be evidence that the candidate has completed the following tasks in line with State/Territory regulations, first aid codes of practice, first aid guidelines determined by the Australian Resuscitation Council (ARC) guidelines and workplace or site procedures:

managed, in line with ARC guidelines, the unconscious, breathing casualty including appropriate positioning to reduce the risk of airway compromise

managed, in line with ARC guidelines, the unconscious, non-breathing adult including:

performing at least 2 minutes of uninterrupted single rescuer cardiopulmonary resuscitation (CPR) (5 cycles of both compressions and ventilations) on an adult resuscitation manikin placed on the floor

performing at least 2 minutes of ventilation and at least 2 minutes of compressions during a two-rescuer procedure on an adult resuscitation manikin placed on the floor

following the prompts of an automated external defibrillator (AED) to deliver at least one shock

responding appropriately in the event of regurgitation or vomiting

demonstrating a rotation of operators with minimal interruptions to compressions

managed, in line with ARC guidelines, the unconscious, non-breathing infant, including:

performing at least 2 minutes of uninterrupted single rescuer CPR (5 cycles both compressions and ventilations) on an infant resuscitation manikin placed on a firm surface

managed casualties, with the following:

anaphylaxis

asthma

non-life-threatening bleeding

choking

minor wound cleaning and dressing

nosebleed

shock

envenomation, using pressure immobilisation

fractures, dislocations, sprains and strains, using appropriate immobilisation techniques for remote situations and appropriate equipment improvisations

head, neck and spinal injuries

hypothermia and hyperthermia

life threatening bleeding requiring use of tourniquets and haemostatic dressings

responded to at least one simulated first aid incident contextualised to the candidate’s workplace or community setting, where the candidate has no knowledge of the casualty’s condition prior to starting treatment, including:

identifying the casualty’s illness or injury through history, signs and symptoms

using personal protective equipment (PPE) as required

conducting a secondary survey assessment

assessing vital signs respirations, pulse, temperature

level of consciousness

providing appropriate first aid treatment

conveying incident details to emergency services or advising casualty on any required post incident action

providing an accurate verbal and written report of the incident

reviewing the incident

conducted a basic triage for a multiple casualty incident.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

guidelines and procedures including:

ARC guidelines relevant to the provision of first aid

first aid guidelines from Australian national peak clinical bodies including those relevant to remote or isolated sites

potential incident hazards and risk minimisation processes when providing first aid

infection control procedures, including use of standard precautions and resuscitation barrier devices

requirements for currency of skill and knowledge

first aid codes of practice

appropriate workplace or site procedures relevant to the provision of first aid

contents of first aid kits

legal, workplace and community considerations including:

duty of care requirements

own skills and limitations

consent and how it relates to the conscious and unconscious casualty

privacy and confidentiality requirements

awareness of potential need for stress management techniques and available support for rescuers

in relation to the administration of medication

legal requirements

the five rights

the responsibilities of the first aider

considerations when providing CPR, including:

upper airway and effect of positional change

appropriate duration and cessation of CPR

appropriate use of an AED

safety and maintenance procedures for an AED

chain of survival

how to access emergency services

techniques for providing CPR to adults, children and infants including:

how to recognise that a casualty is unconscious and not breathing normally

rate, ratio and depth of compressions and ventilations

correct hand positioning for compressions

basic anatomy, physiology and the differences between adults, children and infants relating to CPR

signs, symptoms and management of the following conditions or injuries:

allergic reaction

anaphylaxis

asthma

non-life-threatening bleeding

burns

cardiac conditions, including chest pain

choking

diabetes

drowning

envenomation - all current treatments

eye injuries

fractures, dislocations, sprains and strains

head, neck and spinal injuries

hypothermia

hyperthermia

minor wounds

nose-bleed

poisoning

seizures

shock

sharps injuries

stroke

life threatening bleeding including use of tourniquets and haemostatic dressings

considerations when providing first aid including:

assessment, interpretation and documentation of vital signs, including normal clinical values for respirations, temperature, pulse and level of consciousness

how to conduct a secondary assessment of a casualty

basic triage processes

ongoing care requirements of casualty beyond initial treatment

remote considerations in the provision of first aid, including:

the nature of remote or isolated sites and how this may impact on first aid management

key features, functions and limitations of different types of emergency communication equipment used in remote or isolated sites, and factors that affect choice:

radio equipment

mobile phones

satellite phones

alerting and tracking devices including personal locator beacons (PLBs)

management options relating to transporting casualty, including aero-medical evacuation

specific considerations contextualised to alpine, desert, marine, rural or remote settings and tropical environments

methods used to assist emergency services to locate incident sites and the key features, functions and limitations of resources used to assist:

verbal directions

flags

flares or smoke

fires

use of man-made and natural resources to supplement first aid equipment

content of remote area first aid kits

content of remote area medication boxes

psychological impacts of first aid incidents on rescuers and how to seek help.

Assessment Conditions

Each candidate to demonstrate skills in an environment that provides realistic in-depth, scenarios and simulations to assess candidates’ skills and knowledge.

Scenarios must concentrate on the significance of remote or isolated site circumstances.

Due to the nature of this type of training, it is acceptable for the performance evidence to be collected in a simulated environment.

Compression and ventilation skills must be demonstrated on resuscitation manikins following ARC guidelines for the purpose of assessment of CPR procedures.

Assessment must ensure access to:

adult and infant resuscitation manikin following ARC guidelines for the purpose of assessment of CPR procedures

adrenaline auto-injector training device

AED training devices

placebo bronchodilator and spacer device

haemostatic dressings

haemostatic wound packing trainer

thermometers

tourniquets

tourniquet trainer

different types of wound dressings and bandages

blankets and items to manage a casualty for shock

personal protective equipment (PPE)

workplace injury, trauma or illness record, or other appropriate workplace or site incident report form, which includes space for recording vital signs of casualties

remote first aid kits

immobilisation devices.

Simulated assessment environments must simulate real-life situations where these skills and knowledge would be performed, with all the relevant equipment and resources of that workplace or community environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors and must hold this unit or demonstrate equivalent skills and knowledge to that contained within this unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ced1390f-48d9-4ab0-bd50-b015e5485705

ICPPRP3220 Digitise images for reproduction

Modification History

Release	Comments
Release 1	This version first released with ICP Printing and Graphic Arts Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to scan images, including line-art, greyscale and colour originals.

It applies to individuals who design and prepare layouts and artwork, manipulate images and text, and apply solutions to a defined range of problems.

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

Unit Sector

Pre-Press

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare for job	1.1 Identify job specifications 1.2 Scale original image 1.3 Clean and prepare work surfaces and confirm images are dust free 1.4 Mount original image according to enterprise procedures
2. Prepare scanner	2.1 Set up scanner and calibrate according to manufacturer specifications 2.2 Enter data from copy evaluation onto scanner 2.3 Select scanner software
3. Produce images	3.1 Identify medium being scanned 3.2 Confirm disk capacity is sufficient for the job 3.3 Set and check processor according to job specifications 3.4 Scan images according to work health and safety (WHS) requirements 3.5 Check scanned images against technical specifications of job and make required adjustments

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies and evaluates text to establish job requirements
Numeracy	Analyses a range of mathematical information used in familiar and routine tasks
Self-management	Complies with enterprise requirements and follows organisational procedures within scope of own role Takes responsibility for planning and organising own workload, and initiates standard procedures when responding to familiar problems
Planning and organising	Determines priorities and sequences steps involved in clearly defined, familiar tasks, and assembles required resources
Technology	Identifies purposes, specific functions and key features of common digital systems and tools and operates them as required

Unit Mapping Information

Supersedes and is equivalent to ICPPRP322 Digitise images for reproduction.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a74b7a0f-a253-47e3-8be0-5d426e24131d

Assessment Requirements for ICPPRP3220 Digitise images for reproduction

Modification History

Release	Comments
Release 1	This version first released with ICP Printing and Graphic Arts Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of the unit, including evidence of the ability to:

use a full colour digital device to reproduce:

one line-art

one greyscale

one colour transparency (positive)

one colour reflective

one negative

one re-screen.

In the course of the above, the candidate must:

comply with work health and safety (WHS) requirements for digital devices

identify and select the settings on the digital device to meet job requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scanner settings for printing processes and electronic media

procedures for calibration of scanner

colour mixing principles and separation requirements for:

primary colours

tone gradation and grey balance

procedures for colour correction

factors that contribute to, and methods for minimising, colour separation

requirements for screen ruling and dot percentage

impact of output resolution on final screen ruling

WHS requirements for operating a scanner and handling solvents in the workplace

manufacturer manuals, enterprise procedures and WHS and other documentation relevant to the task, including location and purpose.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. Noise levels, production flow, interruptions and time variances must be typical of those experienced in the area of work.
This includes access to:

scanner

industry standard computer hardware and software.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a74b7a0f-a253-47e3-8be0-5d426e24131d

ICPPRP422 Digitise complex images for reproduction

Modification History

Release	Comments
Release 1	This version first released with ICP Printing and Graphic Arts Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to undertake advanced, complex colour scanning or digital capture.

It applies to individuals who work in the graphic pre-press sector of the printing and graphic arts industry. They are responsible for image production that meets the technical specifications of the job.

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

Unit Sector

Pre-Press

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1 Mount and prepare original copy	1.1 Copy is mounted and positioned according to scanner/artwork specifications 1.2 Crops are marked to minimise use of disk space 1.3 Multiple copy units are correctly identified and assigned according to technical specifications
2 Set up and adjust scanner	2.1 Scanner is calibrated and program set according to job specifications 2.2 Colourcast and catch lights are assessed to ensure image is scanned according to job specifications 2.3 Adjustments are made to tone and colour correction requirements 2.4 End points are set 2.5 Scanner settings are utilised to achieve required results for varied print processes
3 Produce and evaluate complex images	3.1 Images are scanned using appropriate software commands and scanner controls 3.2 Scanned images are evaluated for colour and grey balance, tone reproduction, cast removal and end-point accuracy 3.3 Images are stored on file and displayed on a monitor or output device according to job specifications

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.3, 2.1, 2.2, 3.3	Recognises and interprets text to establish job requirements from information contained within relevant procedures and specifications
Get the work done	1.1-1.3, 2.1-2.5, 3.1-3.3	Takes responsibility for planning and organising own workload using analytical processes to decide a course of action, and assembles required resources Recognises and takes responsibility for addressing predictable, and some less predictable, problems in familiar work contexts Utilises a broad range of digital software features for specific purposes

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
ICPPRP422 Digitise complex images for reproduction	ICPPP422C Digitise complex images for reproduction	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a74b7a0f-a253-47e3-8be0-5d426e24131d

Assessment Requirements for ICPPRP422 Digitise complex images for reproduction

Modification History

Release	Comments
Release 1	This version first released with ICP Printing and Graphic Arts Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

safely use a medium to high-end full colour scanner (with full software capabilities) to reproduce at least TWO colour continuous tone originals with different contrast characteristics and ONE rescreen

provide high-quality colour, grey balance, tone reproduction and cast removal in scanned images

match technical aspects of scanned image to selected printing process and substrate

safely operate and monitor production on a flat-bed or drum scanner with full colour capabilities

find and use information relevant to the task from a variety of information sources.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain why scanner settings need to be varied to suit subsequent printing processes or electronic output

list factors that influence selection of highlight and shadow aim points

describe critical qualities of a copy that need evaluation prior to reproduction

explain main points to be considered when preparing a copy for scanning

describe how grey balance requirements are determined prior to applying colour correction

describe factors that determine requirement for colour correction

describe purpose of catchlight controls and how they are applied

describe considerations necessary to ensure predictability and repeatability at the output stage

list methods of storage and filing of images for retrieval

explain criteria used for evaluating scanned images

explain how common file formats relate to the scan saving process

identify other file formats available for saving scans and when they are used

identify manuals, safety and other documentation relevant to this task and where are they kept, and information included in them

identify other sources of available information.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Noise levels, production flow, interruptions and time variances must be typical of those experienced in the Pre-Press field of work and include access to:

a flat-bed or drum scanner with full colour capabilities

industry software packages.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a74b7a0f-a253-47e3-8be0-5d426e24131d

ICTICT211 Identify and use basic current industry specific technologies

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to engage in basic ongoing review and research of industry specific technologies in order to identify and apply these technologies or techniques to improve aspects of an organisation's activities.

It applies to individuals who work under minimal supervision and are responsible for ensuring that the quality of the business process is maintained at the highest level possible, through the appropriate application of industry specific technologies.

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

Unit Sector

General ICT

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to use basic industry specific technologies	1.1 Identify technologies specific to an industry sector 1.2 Acquire and use the industry specific technologies 1.3 Identify, classify and use industry specific technologies for the benefit of the organisation
2. Use basic industry specific technologies to assist in solving organisational problems	2.1 Conduct testing of industry specific technologies 2.2 Use features and functions of industry specific technologies within an organisational context 2.3 Demonstrate depth of knowledge of enabling technologies to an accepted industry standard 2.4 Access and use sources of information relating to the industry specific technologies
3. Evaluate performance of basic industry specific technology	3.1 Evaluate industry specific technologies for performance, usability and benefit to the organisation 3.2 Determine environmental considerations involved when using the technology 3.3 Seek feedback from users where appropriate

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Learning	1.1-1.3, 2.3, 2.4	Investigates, evaluates and applies information from a range of complex and technical texts to expand own knowledge and identify industry specific technologies that will benefit the organisation
Reading	1.1, 1.3, 2.1, 2.4, 3.2, 3.3	Identifies and interprets technical online and hard copy documentation containing complex terminology and diagrams to identify industry specific technologies that will benefit the organisation, and to determine environmental considerations
Oral Communication	1.1-1.3, 2.4, 3.1-3.3	Elicits information and feedback by using effective listening and questioning techniques to identify and evaluate industry specific technologies Uses clear, easy-to-understand language, and translates industry specific terminology into plain English where necessary
Navigate the world of work	2.3, 3.2	Recognises organisational expectations and follows explicit protocols and procedures
Get the work done	1.1-.3, 2.1-2.4, 3.1	Determines priorities and sequences the steps involved in clearly defined familiar tasks, and identifies and assembles the resources required Demonstrates the purposes, specific functions and key features of common digital systems and tools, and operates them effectively to complete routine tasks

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
ICTICT211 Identify and use basic current industry specific technologies	ICAICT211A Identify and use basic current industry specific technologies	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTICT211 Identify and use basic current industry specific technologies

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

identify basic new and emerging industry specific technologies and techniques

use basic features and functions of identified industry specific technologies to an industry standard.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

outline current technology trends and directions in information and communications technology (ICT), and specifically of the major industry technology standards used in the specified area

outline vendor product directions

describe current industry hardware and software products, with broad knowledge of general features and capabilities, and their application

outline information gathering techniques.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Noise levels, production flow, interruptions and time variances must be typical of those experienced in the general ICT industry, and include access to:

a site where industry specific technologies may be used

industry specific technologies currently used in industry

documents detailing work health and safety (WHS) standards, environmental guidelines and organisational requirements.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

ICTICT221 Identify and use specific industry standard technologies

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Application

This unit describes the skills and knowledge required to engage in a basic ongoing review and research of industry specific technologies in order to identify and apply these technologies and techniques to improve aspects of an organisation’s activities.

It applies to individuals who work under supervision and are involved in ensuring that the quality of business processes are maintained at a high level through application of industry specific technologies.

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

Unit Sector

General ICT

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to use industry specific technologies	1.1 Identify organisational technology upgrades and advancement requirements 1.2 Identify technologies required to meet organisational requirements 1.3 Classify industry specific technologies according to organisational requirements
2. Implement industry specific technologies	2.1 Implement and test industry specific technologies according to task requirements 2.2 Use features and functions of industry specific technologies according to task requirements 2.3 Access and use sources of information according to task requirements
3. Evaluate performance of basic industry specific technology	3.1 Evaluate performance, usability and benefit to organisation of implemented technologies 3.2 Determine and document environmental considerations of implemented technologies 3.3 Seek and respond to user according to organisational requirements

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Learning	Investigates, evaluates and applies information from a range of technical texts to expand own knowledge and identify industry specific technologies
Oral communication	Uses listening and questioning techniques to obtain information and feedback and identify and evaluate industry specific technologies
Reading	Interprets technical online and hard copy documentation containing complex terminology and diagrams Interprets technical information to identify industry specific technologies and determines environmental considerations
Self-management	Organises own workload aligned to organisational expectations and follows explicit protocols and procedures Identifies priorities and sequences involved in defined tasks and assembles required resources
Technology	Identifies purposes, specific functions and key features of basic digital systems and tools and operates them

Unit Mapping Information

Supersedes and is equivalent to ICTICT211 Identify and use basic current industry specific technologies.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTICT221 Identify and use specific industry standard technologies

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify, implement and evaluate at least three industry standard technologies

use at least one feature and at least one function of each industry standard technology above.

In the course of the above, the candidate must:

comply with task and organisational requirements.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

industry standard technology trends and directions in Information and Communications Technology (ICT), and major industry technology standards used in specified area

vendor product directions

industry standard hardware and software products and their general features and capabilities

information gathering methodologies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required industry standard technologies, features and functions that may assist in identifying and using specific industry standard technologies

required hardware, software and its components.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

ICTICT517 Match ICT needs with the strategic direction of the organisation

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 4.0.

Application

This unit describes the skills and knowledge required to ensure information and communications technology (ICT) products and systems match the strategic direction of the organisation.

It applies to individuals whose responsibilities may include improving, evaluating, acquiring, maintaining and supporting ICT for organisations.

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

Unit Sector

General ICT

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate current strategic plan and propose changes	1.1 Analyse and document current strategic plan of organisation against industry environment and organisational objectives 1.2 Determine and document current state of ICT systems and practices in organisation 1.3 Compare strategic plan objectives and current state of ICT to determine ICT gaps, improvement opportunities, and proposed changes 1.4 Report on proposed changes, gaps and improvement opportunities to superior
2. Evaluate effect of changes	2.1 Evaluate impact of proposed changes to ICT systems and products against strategic objectives of organisation 2.2 Evaluate the difficulty of implementing proposed changes to ICT systems and products 2.3 Prioritise proposed changes to refine opportunities and assist in scheduling implementation 2.4 Document evaluation process and provide to superior for feedback
3. Plan implementation of changes	3.1 Develop action plan to implement proposed changes including prioritised schedule and consistency with organisational policy and procedures 3.2 Detail standards, targets and implementation methods in action plan 3.3 Provide action plan to superior for feedback and approval

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Reviews, analyses and evaluates complex online and hard copy documentation containing ICT specific terminology, diagrams and numerical information to determine ICT gaps and improvement opportunities
Writing	Uses plain English, together with vocabulary, grammatical structures, terminology, diagrams, numerical information, formatting and structure relevant to the job role and organisation
Oral Communication	Uses plain English, translating technical terminology when necessary, to communicate with a range of personnel and determine objectives, articulate ideas and requirements, and develop plans Elicits information using effective listening and questioning techniques
Numeracy	Interprets numerical data and applies mathematical calculations to assess the financial implications of introducing changes
Navigate the world of work	Accepts responsibility and ownership for the task and makes decisions according to organisational needs and the need for coordination with others Takes personal responsibility for following explicit and implicit policies, procedures and legislative requirements
Interact with others	Selects and uses appropriate conventions and protocols when communicating with clients and colleagues in a range of work contexts Recognises and accommodates basic differences and priorities of others Cooperates with others and contributes to work practices where joint outcomes are expected and deadlines are to be met
Get the work done	Accepts responsibility for planning and sequencing complex tasks and workload, negotiating key aspects with others and taking into account capabilities, efficiencies and effectiveness Applies systematic and analytical decision making processes for complex and non-routine situations Investigates new and innovative ideas as a means to continuously improve work practices and processes through consultation and formal and analytical thinking Uses and investigates new digital technologies and applications to manage and manipulate data and communicate effectively with others in a secure and stable digital environment

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
ICTICT517 Match ICT needs with the strategic direction of the organisation	ICTICT511 Match ICT needs with the strategic direction of the enterprise	Edits to title, application, elements 1–3, assessment requirements and foundation skills to clarify intent and scope.	Equivalent unit

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTICT517 Match ICT needs with the strategic direction of the organisation

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 4.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements and performance criteria of this unit; including evidence of the ability to:

For one organisation:

interpret a strategic plan and objectives of the organisation

evaluate the current state of ICT in the organisation

identify possible gaps and opportunities in ICT and evaluate organisational impact with reference to the strategic plan and the objectives

determine and prioritise proposed changes to meet organisational needs

evaluate the difficulty of implementing proposed changes

develop an action plan for implementation

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements and performance criteria of this unit. This includes:

Key sections of an action plan for ICT implementation projects

Methods of evaluation and planning approaches to technical problems and strategic objectives

Methods of evaluation of competing and complementary internal and external ICT systems and products

Current and emerging system and product trends and directions

Assessment Conditions

Skills must be demonstrated in a workplace or simulated environment where conditions are typical of those in an ICT working environment or ICT workplace. This includes:

A site where ICT needs and strategic directions of the organisation are coordinated

Detailed information relating to a strategic organisation plan, objectives, and direction

Organisational policies and procedures relating to the implementation of ICT changes

Individual superior in the organisation

Information on current ICT systems and practices in the organisation including operating systems, hardware, and security

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guides are available from VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

ICTICT526 Verify client business requirements

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Application

This unit describes the skills and knowledge required to deal with clients at a senior level, to identify their business requirements and verify the accuracy of the information gathered.

The unit applies to senior Information and Communications Technology (ICT) personnel operating with a high degree of autonomy for managing activities.

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

Unit Sector

General ICT

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish business relationship	1.1 Identify organisational structure, culture and politics in relation to support requirements 1.2 Identify internal and external organisational stakeholders 1.3 Develop business relationship with client 1.4 Schedule regular liaisons with client to manage relationship
2. Determine context of business need or problem	2.1 Work with client to define business problem to be investigated 2.2 Establish system boundaries and scope according to business requirements 2.3 Manage preparation of required information gathering 2.4 Confirm that project objectives and outcomes are documented 2.5 Work with client to substantiate documentation
3. Source and analyse information	3.1 Supervise information gathering from identified clients of system 3.2 Analyse gathered client responses according to business information needs 3.3 Analyse new system requirements according to business information needs 3.4 Confirm that new system requirements and problems have been documented
4. Confirm system specifications	4.1 Review system specifications documentation with client 4.2 Work with client to verify system specifications, updating documentation as required 4.3 Obtain final approval and sign-off from client

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Reading	Identifies, analyses and evaluates complex and technical online and hard copy documentation containing specific terminology, diagrams and numerical information to identify organisational requirements, analyse business problems and identify solutions
Writing	Uses questioning strategies, avoiding loaded or leading questions, when developing information gathering documentation Uses grammatical structures and terminology, diagrams and flow charts, numerical information, and formatting and document structure relevant to the job role and organisation to record new system requirements and associated risks
Oral Communication	Participates in a verbal exchange of ideas and solutions and uses detailed and clear language to clarify and present information according to requirements and audience
Numeracy	Interprets numerical information and applies mathematical calculations relating to time durations and budgetary information
Planning and organising	Uses a combination of formal and logical planning processes and an increasingly intuitive understanding of context to evaluate appropriate solutions
Self-management	Takes responsibility for high-impact decisions in complex situations involving many variables and constraints
Technology	Recognises and identifies the strategic and operational potential of digital trends to achieve work goals, enhance work processes, create opportunities and reduce risks

Unit Mapping Information

Supersedes and is equivalent to ICTICT515 Verify client business requirements.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTICT526 Verify client business requirements

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

verify project specific information for a client on at least one occasion, including:

establishing business relationships through investigation of the organisation and interviews with client and staff

determining and documenting business expectations and needs, including critical business requirements

working with clients and staff to gather, analyse and confirm information contributions

reviewing and gaining approval for system specifications.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

process for communicating with client in order to gather and report data

client business requirements relating to Information and Communications Technology (ICT) product selection

process used to identify products related to the business

roles and responsibilities of stakeholders.

Assessment Conditions

conditions are typical of those in a working environment in this industry.

This includes access to:

client expectations brief

business objectives

systems, data gathering and appropriate software products.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

ICTICT612 Develop contracts and manage contract performance

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Application

This unit describes the skills and knowledge required to negotiate and document contractual arrangements between clients and vendors and to monitor and manage performance against agreed contractual obligations.

The unit applies to those in senior Information and Communications Technology (ICT) management roles who are required to contract both staff and suppliers.

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

Unit Sector

General ICT

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Establish contract	1.1 Determine and document boundaries of the contract according to organisational requirements 1.2 Determine and document contract requirements according to organisational requirements 1.3 Determine and document required performance criteria 1.4 Obtain client and vendor feedback to clarify problems
2.Monitor performance and facilitate negotiations	2.1 Confirm implementation of contractual obligations 2.2 Confirm and document performance against required performance criteria and contractual obligations 2.3 Facilitate negotiations to resolve problems and misunderstandings
3. Conclude performance outcomes and recommendations	3.1 Determine and document organisational alignment to documented performance 3.2 Determine and document unsatisfactory performance 3.3 Determine and document recommendations for contractual variations 3.4 Submit document to required personnel and seek and respond to feedback

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Numeracy	Draws from a range of mathematical and financial calculations to determine and monitor contractual milestones, costs and budgetary constraints
Oral communication	Demonstrates use of listening and probing and open questioning techniques to elicit the views and opinions of others and obtain information and feedback
Reading	Analyses a variety of organisational documentation, vendor and client information, technical specifications and financial data
Writing	Integrates information and requirements from a number of sources using correct spelling and grammar, specialised and cohesive language and formal contract documentation structures
Teamwork	Demonstrates active identification of the requirements of important communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience
Planning and organising	Develops plans to manage relatively complex, non-routine tasks with an awareness of how they may contribute to longer term operational and strategic goals
Problem solving	Demonstrates an understanding of context to identify anomalies and subtle deviations to normal expectations, focussing attention on critical issues and variables and filtering out peripheral issues
Technology	Recognises and identifies strategic and operational potential of digital trends to achieve work goals, enhance work processes, create opportunities and reduce risks

Unit Mapping Information

Supersedes and is equivalent to ICTICT602 Develop contracts and manage contracted performance.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTICT612 Develop contracts and manage contract performance

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

negotiate and formulate at least one contract.

In the course of the above, the candidate must:

document processes and outcomes

monitor performance outcomes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

industry standard analysis and planning approaches to technical problems and management requirements including:

organisational values

purpose in context of formulating contracts

methods for evaluating and forecasting vendor and technology trends

contracting requirements related to Information and Communications Technology (ICT)

methods of purchasing ICT equipment and services, such as negotiating extensive organisational support contracts

industry standards in relation to service and product agreements.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures

industry standard service and product agreements

detailed information relating to business strategic plan and objectives.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

ICTICT616 Develop communities of practice

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Application

This unit describes the skills and knowledge required to identify areas that would benefit from communities of practice (CoPs) and to develop communities.

The unit applies to senior Information and Communications Technology (ICT) management professionals responsible for teams and their output.

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

Unit Sector

General ICT

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify community of practice requirements	1.1 Develop and document organisational knowledge map 1.2 Identify existing informal communities of practice (CoPs) 1.3 Determine and document needs and benefit of CoPs 1.4 Identify groups in disparate areas that share work goals
2. Devise spaces for involvement	2.1 Research and determine electronic meeting space according to group requirements 2.2 Search and secure shared storage in public and private areas 2.3 Enable group mailing capability 2.4 Enable other required technical facilitators
3. Invite participation	3.1 Publicise and promote CoP collaborative tools according to group requirements 3.2 Host and invite required personnel to group events 3.3 Allow new groups to coalesce 3.4 Accept different levels of participation
4. Assist evolution of community	4.1 Facilitate regular contact within CoPs 4.2 Enable evolution of CoPs 4.3 Seek feedback from group participants and change CoP accordingly

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill	Description
Learning	Actively identifies, creates and utilises linkages to enhance knowledge sharing, idea creation, individual and collective engagement and work outcomes
Oral communication	Uses the appropriate tone of voice, encouraging body language, plain English and a courteous manner when encouraging participation and facilitating CoPs
Reading	Identifies and reviews a wide variety of text sourced from organisational documentation, electronic meeting places and the organisational knowledge bank to determine relevant and key information
Writing	Uses persuasive writing, correct spelling, appropriate grammatical structures and a broad range of vocabulary, including idioms, colloquialisms and technical terminology, and applies document structures suitable to the document type
Teamwork	Fosters a collaborative culture within own sphere of influence, facilitating a sense of commitment and cohesion, and highlighting and using the strengths of those involved
Planning and organising	Takes responsibility for defining key aspects of own workload, balancing own needs and priorities with those of the work group
Problem solving	Actively identifies systems, devices and applications with potential to meet current and future needs

Unit Mapping Information

Supersedes and is equivalent to ICTICT606 Develop communities of practice.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTICT616 Develop communities of practice

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify, map and facilitate a community of practice (CoP) with more than three people.

In the course of the above, the candidate must:

facilitate effective interaction and communicate within the group

define purpose and intent of a CoP.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

‘communities of practice’ features and purpose

organisational structures, goals and knowledge and how they apply to CoPs

communications enabling technologies that apply to developing communities of practice

group dynamics and its impact on building CoPs in an organisational setting

methodologies to promote, market and engage with CoPs and the enabling technologies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

an organisational structure, goals and knowledge

a site where CoP may be developed

personnel that forms a community

user device.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

ICTSAS305 Provide ICT advice to clients

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to provide information and communications technology (ICT) advice and support to clients, including the communication of comprehensive technical information.

It applies to frontline technical support individuals who work under a level of supervision but have responsibility for providing technical support.

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

Unit Sector

Systems administration and support

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review client support issues	1.1 Check for new problems logged by client 1.2 Check previous logs for similar problems or requests from client 1.3 Investigate and document support issues affecting client 1.4 Notify client of the results of investigation and provide advice and support on findings 1.5 Obtain client feedback and make changes
2. Provide advice on software, hardware or network	2.1 Confirm software, hardware or network requirements with client 2.2 Investigate and document a solution 2.3 Document additional requirements identified in the investigation and refer them to the client 2.4 Obtain approval from client to implement the solution 2.5 Investigate and document amount of technical support client may require 2.6 Discuss and agree level of technical support identified with client 2.7 Arrange time with client when support will take place 2.8 Provide technical support as part of group or one-to-one instruction to the client 2.9 Provide manuals and help documentation to client
3. Obtain client feedback	3.1 Create an appropriate evaluation or feedback form or other mechanism to gather feedback about solution and support provided 3.2 Provide client with instructions on how to complete form or use other means of providing feedback 3.3 Distribute evaluation or feedback to client 3.4 Review feedback from client to identify areas for improvement

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1-1.3 , 1.5, 2.2, 2.5, 3.4	Interprets and evaluates information to compare technical specifications, identify areas of improvement and recognise solutions to new and emerging issues
Writing	1.3-1.5, 2.2, 2.3, 2.5, 2.9, 3.1-3.4	Uses written vocabulary, grammatical structures and conventions to accurately convey instructions and record complex information
Oral Communication	1.2, 1.4, 1.5, 2.1, 2.4-2.8	Participates in verbal exchange of ideas/solutions using detailed and clear language to contribute information for discussion and confirm client requirements Varies content, structure, style, tone and vocabulary to suit the needs of audiences
Interact with others	1.4, 1.5, 2.1, 2.3, 2.4, 2.6-2.9, 3.2, 3.3	Participates in routine conversations directly relevant to role, responding and contributing in appropriate ways when providing advice to clients and receiving feedback Shares information and resources, offers assistance voluntarily and provides feedback on others’ work when providing client support
Get the work done	1-1-1.3, 1.5, 2.2-2.5, 2.7, 3.1-3.4	Plans a range of routine, and some non-routine, tasks, accepting stated goals and aiming to achieve them efficiently when obtaining feedback from client Implements actions as per plan, making slight adjustments if necessary, and addressing some unexpected issues Selects from a range of predetermined options in routine situations, identifying and taking some situational factors into account Applies formal problem solving processes when tackling an unfamiliar problem, breaking complex issues into manageable parts and identifying and evaluating several options for action Understands key principles and concepts that underpin the design and operation of digital systems and tools

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
ICTSAS305 Provide ICT advice to clients	ICTSAS305A Provide IT advice to clients	Updated to meet Standards for Training Packages. Minor edit to the competency title.	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTSAS305 Provide ICT advice to clients

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

investigate client support requests and provide a documented solution after consultation with client

convey comprehensive technical information to clients in a clear, concise, jargon-free and coherent manner

use technical manuals and ‘help’ documentation.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

identify and describe the available in-house and vendor support

explain contract and service agreements with vendors

identify features of different types of hardware supported by the organisation

identify sources of information relevant to the provision of services and support

identify operating system:

functions and basic features

supported by the organisation

identify and describe security and network guidelines and procedures

identify the advanced features of software, including the functions and support provided by the organisation.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Noise levels, production flow, interruptions and time variances must be typical of those experienced in the systems administration and support field of work and include access to:

peers and supervisors for obtaining information

relevant information sources

technical records and documentation.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

ICTSAS432 Identify and resolve client ICT problems

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Application

This unit describes the skills and knowledge required to identify, record, prioritise and resolve client Information and Communications Technology (ICT) support activities and escalate as required.

It applies to experienced individuals who use specialised and technical knowledge to take responsibility in providing client-based ICT support to end users in an office or working environment.

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

Unit Sector

Systems administration and support

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to resolve client ICT problems	1.1 Determine client problems and impact of problem according to organisational procedures 1.2 Document client response according to organisational policies and procedures 1.3 Examine logged requests and determine requirements 1.4 Confirm additional information with client and respond to new information according to organisational procedures 1.5 Refer to database of known problems and identify resolution options 1.6 Establish and record required constraints
2. Prioritise client ICT problems	2.1 Undertake impact analysis of problem and determine severity and risks 2.2 Prioritise problem according to organisational procedures 2.3 Provide problem resolution advice and support to client
3. Refer problems where required	3.1 Investigate and refer problems to third parties according to organisational procedures 3.2 Provide third party with client and problem details as required 3.3 Document advice and support provided by third party according to organisational procedures
4. Carry out maintenance	4.1 Obtain required components for resolution according to organisational procedures 4.2 Complete maintenance according to organisational procedures 4.3 Store and dispose of used components according to organisational environmental guidelines
5. Create maintenance report	5.1 Prepare maintenance report according to organisational procedures 5.2 Finalise maintenance report and acquire internal sign off 5.3 Distribute maintenance report to client and seek and respond to client feedback as required
6. Confirm problem resolution	6.1 Obtain and respond to client feedback 6.2 Confirm client requirements have been met 6.3 Resolve outstanding client requirements and escalate as required 6.4 Forward client feedback to required personnel for sign-off and record in problems database

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Interprets technical specifications and numerical data from a range of documentation and sources to assist in rectifying problems
Writing	Uses clear language and formats required for the audience to convey explicit technical information, requirements and recommendations
Oral Communication	Uses inclusive questioning techniques to obtain information from clients and provides precise advice and information to others
Teamwork	Selects and uses required conventions and protocols when communicating with client and others in a range of work contexts
Problem solving	Uses formal analytical thinking techniques for identifying issues and generating solutions, seeking input from others as required
Self-management	Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
Technology	Uses main features and functions of digital tools to complete work tasks

Unit Mapping Information

Supersedes and is equivalent to ICTSAS410 Identify and resolve client ICT problems.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTSAS432 Identify and resolve client ICT problems

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

identify, record, prioritise and resolve a client ICT problem on at least two separate occasions.

In the course of the above, the candidate must:

record and prioritise client support activities

determine required resources for maintenance activities

prioritise client ICT problems, using an impact analysis of the problem

complete maintenance activities

resolve client problems and escalate according to organisational guidelines and practices

refer problems to third parties where required

prepare, finalise and distribute maintenance report, including information about problems and resolution action

provide advice to the client and seek and record client feedback

store and dispose used components.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

hardware and software products:

in use

supported by the organisation

organisational procedures, including:

problem prioritisation

third party support and documentation

maintenance procedures

maintenance report preparation and distribution

sustainable practices consistent with ICT industry

environmental guidelines that may apply to identifying and resolving client ICT problems

help desk or service desk structure and escalation procedures

key functions and basic features of operating system

organisational structure of workplace that may be relevant to identifying and resolving client ICT problems

workplace security and network guidelines and procedures.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

special purpose tools, equipment and materials for maintenance

industry software packages

a range of industry hardware, software and diagnostic tools

technical records

organisational guidelines

vendor documentation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

ICTWEB306 Develop web presence using social media

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Application

This unit describes the skills and knowledge required to develop and drive social media traffic to an established website using social media platforms. It involves comparing, configuring and using different types of social networking tools and applications to increase web presence.

It applies to individuals in Information and Communications Technology (ICT) roles and use social media tools and applications in business environments

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

Unit Sector

Web

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to use social media tools and applications	1.1 Establish social media requirements according to business specifications 1.2 Identify and analyse characteristics of social media platforms, tools and applications 1.3 Identify issues associated with social media tools and applications according to organisational guidelines and policies 1.4 Compare and discuss purpose and effect of social media platforms, tools and applications with required personnel 1.5 Compare and review tools and features of different social media platforms, tools and applications
2. Set up and use social media tools and applications	2.1 Identify social media tools and applications according to business specifications 2.2 Initiate and configure preferred social media tools and applications for use 2.3 Establish social media interface, using text and file content 2.4 Set up accounts for required users according to organisational procedures 2.5 Initiate social networking interaction and confirm security of collaboration 2.6 Link social media and web presence and create content as required
3. Review use of social media tools and application in developing web presence	3.1 Test and evaluate tools and applications according to organisational procedures 3.2 Test and fix errors and confirm website security according to organisational procedures 3.3 Determine whether use of social media tools is effective in developing web presence according to results 3.4 Review social media work and apply required changes according to organisational procedures 3.5 Confirm work performed with required personnel

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

SKILL	DESCRIPTION
Reading	Extracts required information from technical and organisational documents
Writing	Develops content in a manner that supports and conveys information, using required structures and specialised language
Self-management	Identifies and applies legal and ethical responsibilities regarding use of social media tools Makes routine decisions and implements standard procedures for routine tasks
Technology	Identifies and confirms purposes, specific functions and key features of basic digital systems and tools

Unit Mapping Information

Supersedes and is not equivalent to ICTWEB201 Use social media tools for collaboration and engagement.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

Assessment Requirements for ICTWEB306 Develop web presence using social media

Modification History

Release	Comments
Release 1	This version first released with ICT Information and Communications Technology Training Package Version 6.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

develop social networking presence and upload and link at least three different file types using social media platforms, tools and applications.

In the course of the above, the candidate must:

evaluate use of social media tools and application and action required changes

confirm security of social media interactions according to cyber security procedures and protocols

seek review from required personnel.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

basic technical terminology in relation to social networking, social media applications and tools

basic methods of uploading images, text files, portable document format (PDF) files, audio files, video files and linking associated files

features and functions of social media applications

import and export software functions

different types of social media tools and applications, benefits and issues associated with their use

tagging process and facilitating collaborative folksonomy

social media applications

organisational procedures applicable to developing web presence through social media

cyber security procedures and protocols.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

required hardware and its components

online resources

social media tools and applications that may be used to develop web presence through social media.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=a53af4e4-b400-484e-b778-71c9e9d6aff2

LGACOR011 Analyse financial reports and budgets

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to analyse financial reports and budgets.

This unit applies to individuals working in local government or other organisations who undertake financial governance activities.

The skills in this unit must be applied in accordance with Commonwealth and State or Territory legislation, Australian standards and industry codes of practice.

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

Competency Field

Not applicable.

Unit Sector

Not applicable.

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review financial reports and budgets.	1.1. Source and interpret revenue, expenditure, requests and predictions. 1.2. Assess future organisational operations with reference to organisational plans. 1.3. Interpret previous financial statements to provide baseline information. 1.4. Review and discuss budget and cash flow using available information.
2. Monitor revenue and expenditure against budget.	2.1. Discuss and agree on appropriate monitoring and reporting systems. 2.2. Compare revenue and expenditure to budget and previous periods and identify and investigate discrepancies. 2.3. Identify and examine achievement and variances in the budget. 2.4. Review regular reports of operations to indicate fluctuations. 2.5. Review and discuss financial statements and operational reports.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Numeracy skills to:	read, interpret, use and discuss financial information and operational data.
Teamwork skills to:	work with others to analyse and review financial reports and budgets.
Technology skills to:	access organisational documents relevant to financial reports and budgets from electronic sources.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume Implementation Guide are available in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=0388d502-0fc3-49d9-a06e-c95893d7

Assessment Requirements for LGACOR011 Analyse financial reports and budgets

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

analyse financial reports and budgets including:

reviewing one budget and financial report

monitoring revenue and expenditure against budget for one reporting cycle

review two recommendations to address variances.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures applicable to analysing and monitoring financial reports and budgets

legislative requirements affecting operations and applicable to analysing financial reports and budgets

purpose and components of budgets, financial plans and operational plans

budgetary and financial planning and decision-making processes

current and potential revenue sources and expenditure

financial reporting and auditing requirements

financial management principles.

Assessment Conditions

Skills must be demonstrated in the workplace or in a simulated work environment that reflects workplace conditions in a business environment.

Assessment must ensure access to:

legislative requirements affecting operations and applicable to analysing financial reports and budgets

organisational plans.

Assessors must satisfy the Standards for Registered Training Organisations' requirements for assessors.

Links

Companion Volume Implementation Guide are available in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=0388d502-0fc3-49d9-a06e-c95893d7

MEM13001B Perform emergency first aid

Modification History

Not Applicable

Unit Descriptor

Unit descriptor	This unit covers performing basic emergency first aid, EAR (expired air resuscitation) and CPR (cardiopulmonary resuscitation).

Application of the Unit

Application of the unit	This unit applies to administration of basic emergency first aid treatment and the management of life threatening situations where an unconscious person requires expired air resuscitation (EAR) and cardiopulmonary resuscitation (CPR). This unit does not meet all of the requirements expected of designated First Aid Officers. The competencies required for situations involving isolation of persons from hazardous electrical situations are covered in Unit MEM18049C (Disconnect/reconnect fixed wired equipment up to 1000 volts a.c. and 1500 volts d.c.) and Unit MEM10003B (Install and test electrical wiring and circuits up to 1000 volts a.c. and 1500 volts d.c.). Band: A Unit Weight: 1

Licensing/Regulatory Information

Not Applicable

Pre-Requisites

Prerequisite units

Employability Skills Information

Employability skills	This unit contains employability skills.

Elements and Performance Criteria Pre-Content

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.

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
1. Perform emergency first aid	1.1. Correct procedures for EAR (expired air resuscitation) and CPR (cardiopulmonary resuscitation) are demonstrated on a mannequin. 1.2. First aid treatment of injuries is carried out correctly. 1.3. Details of first aid administered are accurately recorded. 1.4. Understanding of relevant regulatory and legislative requirements is demonstrated.

Required Skills and Knowledge

REQUIRED SKILLS AND KNOWLEDGE
This section describes the skills and knowledge required for this unit.
Required skills
Look for evidence that confirms skills in: planning and sequencing operations checking and clarifying task-related information performing EAR (expired air resuscitation) and CPR (cardiopulmonary resuscitation) on a mannequin simulated first aid treatment for the full range of injuries covered by the range statement reading, interpreting and following emergency first aid procedures and related documents entering information onto proformas and other relevant documents communicating effectively with injured persons, appropriate personnel and authorities
Required knowledge
Look for evidence that confirms knowledge of: applicable regulatory and legislative requirements use and application of any applicable personal protective equipment hazards and control measures associated with performing emergency first aid, including housekeeping instances where EAR and CPR should be performed procedures for preparing a person for the administration of EAR and CPR procedures for performing EAR and CPR on a child and an adult dangers and precautions to be taken when administering EAR and CPR emergency first aid procedures for injuries covered by the scope of this unit details to be recorded of first aid administered procedures and reasons for recording first aid administered relevant regulatory and legislative requirements with respect to emergency first aid the impact of regulatory/legislative requirements on the individual and others safe work practices and procedures

Evidence Guide

EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment	A person who demonstrates competency in this unit must be able to perform emergency first aid.
Critical aspects for assessment and evidence required to demonstrate competency in this unit	Assessors must be satisfied that the candidate can competently and consistently perform all elements of the unit as specified by the criteria, including required knowledge, and be capable of applying the competency in new and different situations and contexts.
Context of and specific resources for assessment	This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is the candidate is not in productive work, then an appropriate simulation must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team. The assessment environment should not disadvantage the candidate. This unit could be assessed in conjunction with any other units addressing the safety, quality, communication, materials handling, recording and reporting associated with performing emergency first aid or other units requiring the exercise of the skills and knowledge covered by this unit.
Method of assessment	Assessors should gather a range of evidence that is valid, sufficient, current and authentic. Evidence can be gathered through a variety of ways including direct observation, supervisor's reports, project work, samples and questioning. Questioning techniques should not require language, literacy and numeracy skills beyond those required in this unit of competency. The candidate must have access to all tools, equipment, materials and documentation required. The candidate must be permitted to refer to any relevant workplace procedures, product and manufacturing specifications, codes, standards, manuals and reference materials.
Guidance information for assessment

Range Statement

RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Injuries	Burns/scalds, fractures, cuts and abrasions, poisoning, foreign bodies in eyes, concussion and shock

Unit Sector(s)

Unit sector

Co-requisite units

Co-requisite units

Competency field

Competency field	Occupational health and safety

MSMENV472 Implement and monitor environmentally sustainable work practices

Modification History

Release 1. Supersedes and is equivalent to MSAENV472B Implement and monitor environmentally sustainable work practices

Application

This unit of competency covers the skills and knowledge required to effectively analyse the workplace in relation to environmentally sustainable work practices, and to implement improvements and monitor their effectiveness.

This unit of competency applies to those who have responsibility for a specific area of work or who lead a work group or team. It addresses the knowledge, processes and techniques necessary to implement and monitor environmentally sustainable work practices, including the development of processes and tools.

It includes identifying areas for improvement, developing plans to make improvements, and implementing and monitoring improvements in environmental performance.

This unit of competency applies to all sectors of the manufacturing industry and members of its value chain. It may also be applied to all sections of an organisation, including office and warehouse. This unit will need to be appropriately contextualised as it is applied across an organisation and across different industry sectors.

This unit of competency applies to an individual working alone or as part of a team/work group and working in liaison with other shift team members and the control room operator, as appropriate.

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

Pre-requisite Unit

Nil

Competency Field

HSE

Unit Sector

Elements and Performance Criteria

Elements describe the essential outcomes	Performance criteria describe the performance needed to demonstrate achievement of the element
1	Investigate current practices in relation to resource usage	1.1	Identify environmental regulations applying to the enterprise
1.2	Assess procedures for assessing compliance with environmental regulations
1.3	Collect information on environmental and resource efficiency systems and procedures and provide to the work group, as required
1.4	Measure and record current resource usage by members of the work group
1.5	Analyse and record current purchasing strategies
1.6	Analyse current work processes to access information and data, and assist in identifying areas for improvement

2	Set targets for improvements	2.1	Seek input from stakeholders, key personnel and specialists
2.2	Access external sources of information and data as required
2.3	Evaluate alternative solutions to workplace environmental issues
2.4	Set efficiency targets

3	Implement performance improvement strategies	3.1	Source and use techniques/tools to assist in achieving targets
3.2	Apply continuous improvement strategies to own work area of responsibility, and communicate ideas and possible solutions to the work group and management
3.3	Integrate environmental and resource efficiency improvement plans for own work group with other operational activities and implement them
3.4	Seek suggestions and ideas about environmental and resource efficiency management from stakeholders and act upon them where appropriate
3.5	Implement costing strategies to fully value environmental assets

4	Monitor performance	4.1	Document outcomes and communicate reports on targets to key personnel and stakeholders
4.2	Evaluate strategies and environmental performance, including breaches or potential breaches of regulations and occurrences outside of standard procedure which may lead to lower environmental performance
4.3	Set new targets and investigate and apply new tools and strategies
4.4	Promote successful strategies and reward participants where possible

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range of Conditions

This field allows for different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.
Regulatory framework	The latest version of all legislation, regulations, industry codes of practice and Australian/international standards, or the version specified by the local regulatory authority, must be used, and include one or more of the following: legislative requirements, including work health and safety (WHS) industry codes of practice and guidelines environmental regulations and guidelines Australian and other standards licence and certification requirements ISO 14001:2015 Environmental management systems
Procedures	All operations must be performed in accordance with relevant procedures. Procedures are written, verbal, visual, computer-based or in some other form, and include one or more of the following: work instructions standard operating procedures (SOPs) safe work method statements (SWMS) formulas/recipes batch sheets temporary instructions any similar instructions provided for the smooth running of the plant

Unit Mapping Information

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=d1287d36-dff4-4e9f-ad2c-9d6270054027

Assessment Requirements for MSMENV472 Implement and monitor environmentally sustainable work practices

Modification History

Release 1. Supersedes and is equivalent to MSAENV472B Implement and monitor environmentally sustainable work practices

Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy the requirements of the elements and performance criteria and must include the ability to:

investigate/analyse resource usage

evaluate improvement alternatives and set targets

implement improvements within the limit of own authority

monitor the performance of improvements.

Knowledge Evidence

Evidence must be provided that demonstrates knowledge of:

relevant environmental and resource efficiency issues, specific to industry practices, including:

contribution to climate change and other macro threats that can arise from materials and work processes used

regulated environmental issues

issues relevant to licencing conditions

best practice environmental approaches relevant to own area of responsibility

methods for measuring and calculating resource usage.

Assessment Conditions

The unit should be assessed holistically and the judgement of competence based on a holistic assessment of the evidence.

The collection of performance evidence:

should occur over a range of situations

will typically include a supervisor/third-party report focusing on consistent performance and problem recognition and solving. A supervisor/third-party report must be prepared by someone who has a direct, relevant, current relationship with the person being assessed and who is in a position to form a judgement on workplace performance relevant to the unit of competency

will typically include the use of appropriate tools, equipment and documents

may use industry-based simulation for all or part of the unit particularly where safety, lack of opportunity or significant cost is an issue.

Assessment should occur in operational workplace situations. Where this is not possible, or where personal safety or environmental damage are limiting factors, assessment must occur in a sufficiently rigorous simulated environment reflecting realistic operational workplace conditions. This must cover all aspects of workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills.

Assessment in a simulated environment should use evidence collected from one or more of:

walk-throughs

pilot plant operation

demonstration of skills

industry based case studies/scenarios

‘what ifs’.

Knowledge evidence may be collected concurrently with performance evidence (provided a record is kept) or through an independent process, such as workbooks, written assessments or interviews (provided a record is kept).

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Conditions for assessment must include access to all tools, equipment, materials and documentation required, including relevant workplace procedures, product and manufacturing specifications associated with this unit.

The regulatory framework will be reflected in workplace policies and procedures and is not required to be independently assessed.

Foundation skills are integral to competent performance of the unit and should not be assessed separately.

As a minimum, assessors must satisfy the Standards for Registered Training Organisations 2015 assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=d1287d36-dff4-4e9f-ad2c-9d6270054027

MSS015022 Develop strategies for more sustainable use of resources

Modification History

Release 1. Updated unit code. Range of conditions removed. Assessment requirements amended. Equivalent outcome.

Application

This unit describes the skills and knowledge to identify strategies for more sustainable uses of resources. The unit includes the identification of waste (muda) as part of a strategy for achieving better sustainability outcomes in a process as well as quantifying theoretical and actual resource (including energy) consumption.

This unit applies inside organisations and their value chains and specifically applies to the use of resources as part of an overall response to improving sustainability.

Where the carbon footprint (or water footprint or similar) of an organisation or value chain is known, the unit can be applied to developing strategies for the reduction of that footprint. A manager or technical specialist who has a major responsibility for sustainability as part of a broader work role would typically undertake this, or sustainability may be their primary work responsibility.

No licensing or certification requirements exist at the time of publication. Relevant legislation, industry standards and codes of practice within Australia must be applied.

Pre-requisite Unit

Nil

Competency Field

Sustainable operations

Unit Sector

Not applicable

Elements and Performance Criteria

Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Quantify resource consumption	1.1	Identify all significant resources used by process
1.2	Identify consumption measurements available for each resource
1.3	Quantify consumption for each resource
2	Quantify resource loss	2.1	Determine theoretical consumption of each resource
2.2	Compare theoretical consumption with actual consumption
2.3	Quantify loss (emission) for each resource
3	Recommend strategies for reducing muda (waste)	3.1	Short-list high emission process steps
3.2	Analyse process to identify emission steps or locations
3.3	Determine root cause of emission
3.4	Investigate methods for reducing emission
3.5	Develop strategies and recommendations for improvement
4	Prepare resources use audit report	4.1	Identify purpose of report and key stakeholders
4.2	Compile data, implications and recommendations
4.3	Consult with stakeholders
4.4	Write and present report

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

Release 1. Supersedes and is equivalent to MSS015002 Develop strategies for more sustainable use of resources.

Links

The MSS Sustainability Companion Volume implementation Guides are available from VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=5b04f318-804f-4dc0-9463-c3fb9a3fe998

Assessment Requirements for MSS015022 Develop strategies for more sustainable use of resources

Modification History

Release 1. Updated unit code. Range of conditions removed. Assessment requirements amended. Equivalent outcome.

Performance Evidence

There must be evidence the candidate has completed the tasks outlined in the elements and performance criteria of this unit, and:

quantified significant resource consumption and emission using materials balancing for at least 1 organisation or value chain, including developing strategies for reducing emissions and preparing and presenting a resources use audit report.

Knowledge Evidence

There must be evidence the candidate has knowledge of:

the concept of muda (waste) and muda categories

muda reduction methods and strategies

methods and uses of material balancing

methods and uses of energy balancing

methods of comparing theoretical with actual resource consumption

methods for mapping processes and resources consumed

methods of measuring actual resource usage

AS/NZS ISO 14001 Environmental Management Systems or its authorised replacement.

Assessment Conditions

Skills must have been demonstrated in the workplace or in a simulated environment that reflects workplace conditions, contingencies, facilities, equipment and resources.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

The MSS Sustainability Companion Volume implementation Guides are available from VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=5b04f318-804f-4dc0-9463-c3fb9a3fe998

MSS015025 Develop a business case for sustainability improvements

Modification History

Release 1. Updated unit code. Changes to performance criteria. Range of conditions removed. Assessment requirements amended. Equivalent outcome.

Application

This unit describes the skills and knowledge to develop an appropriate business case for proposed changes which will deliver improvements to the sustainability of a process or organisation. It includes cost benefit and return on investment (ROI) analyses. The business case may be required for sustainability related improvements in response to regulatory, Board, employee, shareholder or community requests or pressure.

This unit applies inside organisations and their value chains.

This unit applies to a manager or technical specialist who has a major responsibility for sustainability as part of a broader work role or sustainability may be their primary work responsibility. The manager or technical specialist may undertake this alone or as part of a team.

No licensing or certification requirements exist at the time of publication. Relevant legislation, industry standards and codes of practice within Australia must be applied.

Pre-requisite Unit

Nil

Competency Field

Sustainable operations

Unit Sector

Not applicable

Elements and Performance Criteria

Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Define the intended sustainability improvement project	1.1	Define the purpose of the project
1.2	Determine the project goals
1.3	Read and interpret regulatory requirements
1.4	Determine stakeholders for project
1.5	Clarify the critical success factors for the project
1.6	Quantify the current state
2	Quantify expected benefits from the project	2.1	Calculate cost of any capital improvements from the project
2.2	Determine production improvements
2.3	Determine maintenance improvements
2.4	Determine product life cycle improvements
2.5	Determine regulatory health, safety and environment (HSE) improvements
2.6	Estimate total benefit of proposed project
3	Determine costs required to implement project	3.1	Estimate fixed capital costs required
3.2	Estimate personnel costs required
3.3	Estimate financial costs required
3.4	Estimate time required for project and time-related costs
3.5	Estimate total costs of project
4	Prepare a proposal justifying project	4.1	Estimate return on investment (ROI), sustainability and other project benefits
4.2	Estimate costs of not proceeding with the project
4.3	Compare benefits to costs using financial modelling methods
4.4	Write proposal for project

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

Release 1. Supersedes and is equivalent to MSS015007 Develop a business case for sustainability improvements.

Links

The MSS Sustainability Companion Volume implementation Guides are available from VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=5b04f318-804f-4dc0-9463-c3fb9a3fe998

Assessment Requirements for MSS015025 Develop a business case for sustainability improvements

Modification History

Release 1. Updated unit code. Changes to performance criteria. Range of conditions removed. Assessment requirements amended. Equivalent outcome.

Performance Evidence

There must be evidence the candidate has completed the tasks outlined in the elements and performance criteria of this unit, and:

developed at least 1 business case proposal for a sustainability improvement project for an organisation or process.

Knowledge Evidence

There must be evidence the candidate has knowledge of:

characteristics of good project purposes, goals, critical success factors and key performance indicators

regulatory environment and requirements for sustainability related project, including health, safety and environment (HSE) aspects

concept of capital versus operational improvements

internal and external data sources

methods of quantifying project benefits across the life cycle

project costing methods for capital, personnel, financial and time related costs

financial modelling for business cases, including:

ROl calculations

cost-benefit analysis

types of improvements, including:

capital improvements:

the purchase, installation, construction and commissioning of new equipment

alterations to existing equipment designed to improve the sustainability of the organisation’s operations and which will be classed as capital in the organisation’s balance sheet

production improvements

maintenance improvements

accounting conventions and requirements and the alternative lean view and when it is appropriate

AS/NZS ISO 14001 Environmental Management Systems or its authorised replacement.

Assessment Conditions

Skills must have been demonstrated in the workplace or in a simulated environment that reflects workplace conditions, contingencies, facilities, equipment and resources.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

The MSS Sustainability Companion Volume implementation Guides are available from VETNet: - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=5b04f318-804f-4dc0-9463-c3fb9a3fe998

PSPETH002 Uphold and support the values and principles of public service

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPETHC401A Uphold and support the values and principles of public service. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to contribute to an ethical workplace and participate in ethical decision making.

This unit applies to those working in public sector roles but may be applied to anyone working in a similar organisational context.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would generally work independently and as part of a team, where they may have some supervisory responsibilities. They would perform complex tasks in a range of familiar contexts.

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

Competency Field

Ethics

Elements and Performance Criteria

ELEMENTS	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 section.
1. Contribute to an ethical workplace	1.1 Access, interpret and apply information on ethical values. 1.2 Discuss and confirm application of ethical values and principle with senior management and colleagues to ensure common understanding and application. 1.3 Assist others to access and use public sector ethics legislation and guidelines to ensure compliance with requirements. 1.4 Explain the differences between ethics and personal beliefs to others to encourage understanding and compliance with the principles of procedural fairness. 1.5 Identify and discuss with work colleagues hypothetical work practices that would constitute unethical conduct including strategies to avoid or deal with them.
2. Participate in ethical decision-making	2.1 Identify real and potential ethical problems, and the decision-making processes used to resolve or refer them. 2.2 Monitor and access information to ensure currency in ethical knowledge. 2.3 Develop judgment through involvement in workplace discussions or ongoing professional development related to ethical standards and practices. 2.4 Support staff to contribute to ethical discussions and problem-solving. 2.5 Use processes for preventing and reporting unethical conduct and assist others in their application.

Foundation Skills

The foundation skills demands of this unit have been mapped for alignment with the Australian Core Skills Framework (ACSF). The following tables outline the performance levels indicated for successful attainment of the unit.

Further information on ACSF and the foundation skills underpinning this unit can be found in the Foundation Skills Guide on the GSA website.

Unit Mapping Information

This unit supersedes and is equivalent to PSPETHC401A Uphold and support the values and principles of public service.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPETH002 Uphold and support the values and principles of public service

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. The candidate must demonstrate evidence of performance of the following on at least one occasion:

accessing legislation and codes of ethics electronically or in hard copy

applying objective and impartial evaluation of ethical problems

preparing written reports that contain information that is impartial, substantiated, accurate and complete

adjusting communication methods to suit different audiences

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

the nature of public sector ethics and ethical values as opposed to personal beliefs/value systems

fundamental ethical principles including at least one of:

natural justice

procedural fairness

respect for persons

responsible care

equal employment opportunity, equity and diversity principles

procedures and protocols for reporting unethical conduct

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPETH003 Promote the values and ethos of public service

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPETHC501B Promote the values and ethos of public service. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to promote ethical standards to assist staff in avoiding conflicts of interest and to model and foster integrity.

This unit applies to those working in public sector roles but may be applied to anyone working in a similar organisational context.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently, as part of a team and with supervisory responsibilities. They would perform complex tasks in a range of familiar contexts.

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

Competency Field

Ethics

Elements and Performance Criteria

ELEMENTS	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 section.
1. Promote ethical standards	1.1 Discuss interpretation of ethical standards with senior staff to ensure common understanding of requirements. 1.2 Explain to others the ethical obligations of public service and the consequences of unethical conduct. 1.3 Assess conduct of self and others against ethics standards, legislation and guidelines, and provide feedback. 1.4 Use the resolution and/or referral of ethical problems identified in dealings with staff and public as learning opportunities.
2. Assist staff to avoid conflicts of interest	2.1 Explain conflict of interest requirements to staff using situations they are likely to experience. 2.2 Discuss with staff matters involving competing interests or conflicting views and resolve or refer as required.
3. Model and foster integrity or conduct	3.1 Give ethical, lawful and reasonable directions to staff, using personal work practices, to provide a consistent example of desired ethical conduct, and develop team values through collaboration and leadership. 3.2 Provide protection from reprisals for refusing others' directions to act unethically. 3.3 Model and explain to others the principles of procedural fairness. 3.4 Explain, promote and use decision making which upholds ethical standards. 3.5 Assess the risk of unethical conduct and recommend changes to policies or practices to improve outcomes. 3.6 Encourage the reporting of suspected unethical conduct.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit. ACSF mapping was not completed due to VET reform timelines, it has been noted for continuous improvement.

Unit Mapping Information

This unit supersedes and is equivalent to PSPETHC501B Promote the values and ethos of public service.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPETH003 Promote the values and ethos of public service

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

applying ethical decision making/problem solving

using a variety of words and language structures to explain complex ideas to different audiences

interpreting and explaining complex, formal documents and assisting others to apply them in the workplace

using strategies to clarify understanding

preparing written advice and reports requiring accuracy of expression

accessing legislation and codes of ethics electronically or in hard copy

assisting others to apply occupational health and safety and environmental procedures relating to ethical work practices

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

organisational code of ethics/conduct

legislation related to privacy, freedom of information, human rights, whistleblower protection and procedural fairness

procedures for declaring conflicts of interest

procedures or protocols for reporting unethical conduct

work health and safety procedures relating to ethical work practices

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPGEN021 Contribute to conflict management

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPGOV314A Contribute to conflict management. Unit code updated Content and formatting updated to comply with the new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to contribute to conflict management. It includes recognising the presence of conflict, dealing with emotions, overcoming barriers to communication, gathering facts, agreeing upon and implementing action.

This unit applies to those working in a role where they may be required to deal with conflict in the workplace.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would generally work independently, performing complex tasks in a range of familiar and unfamiliar contexts.

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

Competency Field

General

Elements and Performance Criteria

ELEMENTS	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 section.
1. Recognise the presence of conflict	1.1 Recognise and acknowledge conflict situations and/or the potential for conflict. 1.2 Avoid conflict situations where possible, seek assistance when necessary. 1.3 Record actual and/or potential conflict.
2. Deal with emotions	2.1 Reflect on own behaviour and feelings about the situation. 2.2 Recognise and manage own emotions. 2.3 Acknowledge and deal with other parties' emotions in a manner that prevents escalation.
3. Overcome barriers to communication	3.1 Identify barriers to effective communication. 3.2 Use appropriate communication techniques to identify, clarify and confirm factors and issues relevant to the situation, seeking third party support if necessary. 3.3 Take into account social and cultural differences in communication style and approach.
4. Gather the facts	4.1 Encourage the other party to describe the facts as they see them. 4.2 Assess information from the other party, considering emotions or behaviour. 4.3 Share facts objectively from own point of view with the other party. 4.4 Gather and include additional information, to ensure all perspectives are considered.
5. Agree on and implement action	5.1 Determine strategies to resolve the problem in consultation with the other party. 5.2 Obtain approval where necessary on agreed strategies and implement. 5.3 Monitor progress to confirm the effectiveness of the agreed action, complete records and reports. 5.4 Refer, where agreement cannot be reached, on strategies for resolution.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPGOV314A Contribute to conflict management.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPGEN021 Contribute to conflict management

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

using communication techniques with a diverse workforce and client base including assertiveness, listening, nonverbal communication, language style, problem solving

dealing with difficult situations

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

public sector legislation including WHS and environment, regulations, organisational policies, procedures and guidelines relating to managing conflict in the public sector

types of conflict in the workplace and typical causes

conflict theory including signs, stages, levels, factors involved, results

group processes and roles people play

organisational structures and workplace culture

different social and cultural practices

conflict resolution skills and strategies

concept of personal power vs. positional power

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPGEN028 Provide a quotation

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPGOV407B Provide a quotation. Unit code updated Content and formatting updated to comply with the new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to conduct a cost-benefit analysis and the preparation of written or oral quotations to provide goods or services to others. It includes clarifying requirements, establishing costs and availability of resources, preparing estimates, preparing and submitting quotations and taking follow up action.

This unit applies to those working in generalist or specialist roles within the public sector.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently, performing complex tasks in a range of familiar contexts.

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

Competency Field

General

Elements and Performance Criteria

ELEMENTS	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 section.
1. Clarify requirements	1.1 Confirm requirements with the funder and/or purchaser. 1.2 Conduct market research to confirm the viability of providing a quotation.
2. Establish costs and availability of resources	2.1 Obtain costs for labour, equipment or materials and include in the quotation in full. 2.2 Confirm availability of equipment, materials or personnel for the timeframe required. 2.3 Include infrastructure costs to the organisation of providing the goods or services. 2.4 Include cost or benefit from any asset disposal at the conclusion of the contract.
3. Prepare estimate	3.1 Prepare estimate to take account of all requirements and allow for contingencies. 3.2 Structure estimate to provide for cost recovery or to return a profit. 3.3 Estimate costs to enable provision of goods or services to the standards required by the client. 3.4 Check estimate for accuracy.
4. Prepare and submit quotation	4.1 Include required details to meet client requirements. 4.2 Submit quotation within required timeframe.
5. Take follow up action	5.1 Negotiate changes and variations to the quotation to meet the needs of the client and the organisation. 5.2 Evaluate proposal, outcome and preparation process based on feedback from a range of stakeholders and use results to improve subsequent quotations.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPGOV407B Provide a quotation.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPGEN028 Provide a quotation

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

using numeracy for selecting and applying mathematical concepts, estimating, checking reasonableness of results

using mathematical language to communicate mathematical information

managing financial and other resources

using literacy for oral clarification of issues and negotiating variations and changes with clients

using required language and style for written quotations

using technical and other vocabulary

applying research and analysis methods

using problem solving including conceptual/reasoning skills

networking with clients, suppliers and stakeholders

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

public sector legislation including WHS and environment, guidelines, policies and practices relating to providing quotations for services

organisational tendering guidelines, policies and practices

financial accountability requirements

legal requirements of selling government services

implications of contracting agreements where government is the provider

wholeoflife considerations

disposals considerations including legal aspects of disposals

approval processes

tendering management processes

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPGEN043 Apply government processes

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPGOV422A Apply government processes. Unit code updated Content and formatting updated to comply with the new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to apply government processes. It includes applying information relating to the machinery of government and knowledge of organisations protocols and functions.

This unit applies to those working in generalist and specialist roles within the public sector.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently performing complex tasks in a range of familiar and unfamiliar contexts.

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

Competency Field

General

Elements and Performance Criteria

ELEMENTS	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 section.
1. Apply information relating to the machinery of Government	1.1 Identify, access and apply up-to-date information relating to machinery of Government relevant to work responsibilities. 1.2 Identify ambiguity in the structure and function of the organisation or work area as a result of past, present or future changes and seek and implement advice on required work priorities and outcomes for the transition period. 1.3 Manage role ambiguity as a result of past, present or future changes.
2. Apply knowledge of organisational functions	2.1 Access and apply up-to-date information relating to the structure and functions of the organisation. 2.2 Identify appropriate persons to ensure correct levels of authority are utilised to deal with responsibilities within the organisation. 2.3 Identify areas of work where delegations apply and confirm delegation levels within the organisation. 2.4 Obtain approvals in the workplace in accordance with organisational delegations.
3. Apply knowledge of protocols	3.1 Identify, access and apply up-to-date information relating to government protocols. 3.2 Observe protocols in dealings with other organisations and with persons from within and outside the organisation. 3.3 Adhere to written protocols, formats and standards in writing government documents.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPGOV422A Apply government processes.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPGEN043 Apply government processes

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

locating and accessing information

acquiring, retaining and recalling information

applying information and protocols

discarding redundant information

dealing with ambiguity and machinery of Government changes

communicating with a diverse workforce

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Westminster System

separation of powers

systems of government

Parliamentary structures (bicameral/unicameral)

role and function of Parliament

role and structures of Parliamentary committees

application of statutory requirements imposed by central agencies, including Treasury, Premiers, Prime Minister and Cabinet

Parliamentary procedures impacting on the organisation (including petitions, Ministerial statements, Question Time, Questions without Notice, Questions on Notice)

Parliamentary process and how it affects operational objectives and timeframes

Cabinet processes

Bill to Act process

Machinery of Government and administrative arrangements

range and type of legislation relating to the public sector including occupational health and safety

public sector code/s of ethics, code/s of conduct and statements of values

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPGEN049 Undertake negotiations

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPGOV507A Undertake negotiations. Unit code updated Content and formatting updated to comply with the new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to undertake negotiations. It includes planning and finalising negotiation outcomes.

This unit applies to those working in generalist and specialist roles within the public sector.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently performing complex tasks in a range of familiar and unfamiliar contexts.

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

Competency Field

General

Elements and Performance Criteria

ELEMENTS	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 section.
1. Plan for negotiation	1.1 Clarify the purpose of the negotiation and the issue/s under consideration with affected personnel and through analysis of all related information. 1.2 Identify primary needs and desired outcomes of all parties. 1.3 Determine the organisation's position in consultation with senior personnel, and devise a negotiation approach based on an analysis of the strengths and weaknesses of the position. 1.4 Collect, analyse and organise information relating to the negotiation, including any precedents. 1.5 Agree upon timeframe and logistics, develop a negotiation plan and communicate to other staff, if any, involved in the negotiation team.
2. Conduct negotiation	2.1 Agree upon the issue/s under consideration and the negotiation process to be used with all parties and document. 2.2 Use negotiation techniques to persuade the other party of the strength of the argument in favour of the organisation's position. 2.3 Modify the negotiation plan if necessary to respond to contingencies. 2.4 Select and use techniques for dealing with conflict or deadlocks in accordance with the negotiation plan and the progress of the negotiation. 2.5 Discuss options for resolving the issue and determine the acceptability of these to the parties.
3. Finalise negotiation outcomes	3.1 Reach an agreed conclusion, document and obtain sign-off by the parties. 3.2 Report negotiation outcomes and debrief stakeholders if required. 3.3 Determine any further action required as a result of agreement and action. 3.4 Review the negotiation process and outcomes, and document lessons learnt for future use.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPGOV507A Undertake negotiations.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPGEN049 Undertake negotiations

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

applying legislation, regulations and policies relating to negotiating in the public sector

communicating with diverse stakeholders including the other party, team members and senior management

communicating by listening, questioning, establishing rapport and responding

applying decision making and problem-solving

adjusting quickly to new information or unexpected questions and attitudes

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

legislation, regulations, policies, procedures and guidelines relating to negotiations in the public sector

sources of organisational information

delegations and lines of authority

decision making

negotiation techniques

conflict resolution

recordkeeping requirements for negotiations

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPMGT006 Develop a business case

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPMNGT607B Develop a business case. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to perform market analysis, development and cost options, and justify for a recommended business solution.

This unit applies to those developing appropriate and cost-effective business solutions.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously, performing complex tasks in a range of familiar contexts.

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

Competency Field

Management

Elements and Performance Criteria

ELEMENTS	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 section.
1. Research a business case	1.1 Identify and confirm business problem. 1.2 Analyse key stakeholder requirements to clarify objectives. 1.3 Consider a range of factors to identify opportunities and constraints. 1.4 Conduct market analysis.
2. Examine business solutions	2.1 Analyse and document business and technical impacts and risks. 2.2 Analyse community, environmental and human resource impacts. 2.3 Canvas for alternative solutions and their financial implications and discuss with senior management and business case originator.
3. Construct a business case	3.1 Develop options and determine and document impacts, risks, costs and stakeholders. 3.2 Make and justify recommendations.
4. Finalise a business case	4.1 Present business case and explain recommendations. 4.2 Obtain approvals and management endorsement.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPMNGT607B Develop a business case.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPMGT006 Develop a business case

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

managing resources

using language and style suited to written submissions

explaining complex ideas to different audiences

interpreting and explaining complex, formal documents

preparing written advice and reports requiring reasoning and precision of expression

engaging in discussion using exchange of complex oral information

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

government and organisational goals, policies and practices

legal requirements related to the business activity

financial and accounting issues relating to developing a business case

wholeoflife considerations

approval processes

aspects of trade practices law, commercial law and law of contract relating to the development of business cases

jurisdictional legislation that applies to business case development, including work health and safety and environmental requirements

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPMGT012 Facilitate knowledge management

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPMNGT614A Facilitate knowledge management. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to manage knowledge and information in the business unit to improve productivity and organisational efficiency, promote innovation and meet business unit goals. It includes establishing the organisational context for knowledge management, developing capability, facilitating knowledge management, and integrating aspects of knowledge management with records management.

This unit applies to those working to facilitate knowledge management within their organisation.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously, performing complex tasks in a range of familiar contexts.

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

Competency Field

Management

Elements and Performance Criteria

ELEMENTS	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 section.
1. Establish the organisational context for knowledge management	1.1 Identify the organisation’s history, culture, functions, strategic direction, performance and knowledge resources. 1.2 Identify organisational strategies and goals that may be assisted by the development of organisational capability in knowledge management. 1.3 Assess the current knowledge management position of the organisation and determine the strengths and weaknesses of its knowledge resources and activities. 1.4 Undertake consultation with stakeholders to raise and awareness of knowledge management and to establish goals for the business unit and/or the organisation. 1.5 Identify and explore the cultural aspects of knowledge and knowledge management in the context of the organisational environment.
2. Develop capability in knowledge management	2.1 Identify and promote the benefits of knowledge management. 2.2 Develop and align knowledge management initiatives with the overall organisational strategy. 2.3 Develop initiatives to build long-term capability in knowledge management and a culture of sharing knowledge and to create new knowledge in the organisation. 2.4 Build management and stakeholder support throughout knowledge management initiatives to ensure immediate successes are transformed into ongoing benefits.
3. Facilitate knowledge management	3.1 Facilitate methods for creating, discovering and acquiring knowledge in the business unit. 3.2 Promote methods and systems for capturing and storing knowledge. 3.3 Promote methods and systems for presenting, distributing and sharing knowledge. 3.4 Facilitate activities for revising and disposing of knowledge.
4. Integrate aspects of knowledge management with information management	4.1 Integrate processes for the management of explicit knowledge with the organisation’s information management systems. 4.2 Record and store explicit knowledge. 4.3 Facilitate structuring, maintaining and linking of explicit knowledge to related organisational information. 4.4 Manage knowledge and information to improve their integration and use to meet business unit goals.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPMNGT614A Facilitate knowledge management.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPMGT012 Facilitate knowledge management

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

applying legislation, regulations and policies relating to knowledge management and information management

showing leadership and taking risks in the context of knowledge management

facilitating groups and learning

communicating with a diverse range of stakeholders to build knowledge management capacity

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

public sector legislation including work health and safety and environment, regulations, policies, procedures and guidelines relating to knowledge management and information management, including privacy, freedom of information

principles of knowledge management

Australian Standard for Knowledge management

tools and techniques related to introduction of knowledge management initiatives

intersection of knowledge management with other disciplines, including organisational learning, information management/technology, human resources management, communications

cultural aspects of knowledge and knowledge management

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM006 Select providers and develop contracts

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC413A Select providers and develop contracts. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to select preferred providers as a result of a formal request for offer process. It includes evaluating offers, obtaining approvals, developing and formalising contractual arrangements, and debriefing the market and other stakeholders.

This unit applies to those working as public sector staff required to select providers.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work under supervision, while performing complex tasks in familiar context.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Select preferred providers	1.1 Form and coordinate evaluation panel. 1.2 Evaluate offers according to evaluation plan and organisational probity requirements which relate to managing conflicts of interest and adherence to public sector standards. 1.3 Obtain specialist expertise where necessary to assist with evaluation of offers. 1.4 Undertake clarification and negotiation of matters contained in offers with bidders. 1.5 Select preferred providers and develop, justify and document recommendations for allocation of business against selection criteria. 1.6 Obtain approvals for the recommended offers. 1.7 Notify successful providers.
2. Develop and formalise contractual arrangements	2.1 Obtain approvals to enter negotiations and negotiate final wording of contract. 2.2 Obtain approvals to enter into contracts and ensure contracts are signed by all parties before contracted work commences. 2.3 Structure contracts to capture and address identified risks, protect both parties, provide the basis for due performance, and outline expected standards of behaviour. 2.4 Ensure contracts are valid and legally binding to the parties.
3. Debrief market and other stakeholders	3.1 Provide advice on the contractual arrangements to internal stakeholders. 3.2 Inform unsuccessful bidders and provide constructive feedback on their proposals. 3.3 Make details of successful providers public.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC413A Select providers and develop contracts.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM006 Select providers and develop contracts

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

consulting and negotiating with contractors and stakeholders, involving complex oral and written exchanges of information

networking within probity boundaries with diverse stakeholders and contractors

applying probity requirements in evaluating offers, formalising contracts and debriefing stakeholders

planning and organising skills to analyse and compare written information to ensure key elements from the specification and the procurement plan are captured in the written contract

learning skills to keep up-to-date with relevant procurement legislation, policies and procedures

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to award of contracts, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

probity principles and issues

codes of conduct, codes of practice and standards of individual behaviour relating to receipt and selection of offers

aspects of law of contract, laws of tort, trade practices law, commercial law and other legislation relating to receipt and evaluation of offers, negotiation and award of contracts

equal employment opportunity

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM007 Manage contracts

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC414A Manage contracts. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to manage contracts. It includes undertaking preparations, establishing and maintaining contract management arrangements, monitoring and maintaining contract performance, and completing and reviewing contracts.

This unit applies to those working as public sector employees with responsibilities relating to contract management.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously with management responsibilities while performing complex tasks in familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Prepare to manage a contract	1.1 Confirm and clarify contract requirements, approvals and funding arrangements and identify obligations and limits of authority. 1.2 Clarify and assist with contract administration issues by contacting specialists and stakeholders and confirm operational elements of the contract. 1.3 Identify and clarify key contract clauses. 1.4 Identify and confirm process, timings, and key performance indicators with stakeholders. 1.5 Develop or review the risk management plan. 1.6 Develop or obtain contract management strategy and enter key details from the contract. 1.7 Form contract management team and allocate roles and responsibilities.
2. Implement a contract management strategy	2.1 Confirm and implement start-up or transition arrangements. 2.2 Establish information and contractor and stakeholder communication strategies. 2.3 Monitor and update risk management plan. 2.4 Manage relationship with contractors and stakeholders. 2.5 Obtain specialist expertise as necessary for progress meetings and for advice on or resolution of contract issues. 2.6 Maintain contract information and documentation.
3. Monitor and maintain performance of a contract	3.1 Ensure obligations to contractor and stakeholders are met. 3.2 Use monitoring and control measures and performance indicators to manage performance of contract and ensure that all obligations under the agreement are being met. 3.3 Manage contract variations. 3.4 Investigate and resolve or refer disputes and complaints. 3.5 Manage negotiation of contract issues. 3.6 Maintain communication with all stakeholders on the performance of the contract.
4. Complete and review contract	4.1 Confirm client satisfaction with contract deliverables. 4.2 Finalise, amend, cancel or terminate contracts. 4.3 Manage close-out, and renewal of contract or transition to a new contract. 4.4 Review contract management, contractor performance, user satisfaction and audit results. 4.5 Document and explain variances to measures or outcomes that are not met in full. 4.6 Report on contractor performance and review contract management practice and make recommendations for improvement.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC414A Manage contracts.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM007 Manage contracts

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

consulting and negotiating with contractors and stakeholders, involving complex oral and written exchanges of information

networking, within probity boundaries, with diverse stakeholders and contractors

interpreting complex documents, including contracts, legislation and guidelines

applying simple supply chain and supplier issues management techniques

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to contract management, including environmental purchasing and corporate social responsibility guidance

contract performance management

privacy and confidentiality issues

probity principles and issues

financial and accounting issues relevant to the contract

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM008 Manage contract performance

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC503B Manage contract performance. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to implement strategies that ensure effective contract performance. It includes managing the business relationship, performance of the contract, and contract issues; and implementing a communication strategy.

This unit applies to those working in roles involved in procurement contract maintenance.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently seeking advice as required, performing complex tasks in a range of familiar and unfamiliar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Manage the business relationship	1.1 Manage probity. 1.2 Meet obligations to the contractor. 1.3 Record consideration of conflicts of interest and their resolution. 1.4 Manage business relationship with contractor in the public interest through formal and informal mechanisms.
2. Manage performance of the contract	2.1 Implement start-up or transition arrangements. 2.2 Monitor and update contract management plan for effectiveness regularly. 2.3 Monitor performance of contract against key performance indicators and track milestones to ensure obligations under the agreement are being met. 2.4 Manage e-procurement, financial and other resources. 2.5 Identify and manage emerging and potential risks.
3. Manage contract issues	3.1 Manage contract variations. 3.2 Identify early signs of under-performance, and take action to improve performance. 3.3 Investigate and resolve or refer disputes and complaints. 3.4 Conduct negotiation of contract issues. 3.5 Address and resolve or refer conflict. 3.6 Deal with non-compliance with codes of conduct, codes of practice and standards of behaviour.
4. Implement communication and information strategy	4.1 Maintain communication on the performance of the contract with all stakeholders. 4.2 Carry out management reporting. 4.3 Maintain contract information for organisational purposes.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC503B Manage contract performance.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM008 Manage contract performance

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

networking with contractors and stakeholders

reading and applying complex documents, including contracts, legislation and guidelines

writing management reports and keeping records of meetings, liaison, notes and follow-up actions

building effective working relationships with contractors and stakeholders

modelling effective team management approaches

referring issues to the correct person

resolving disputes, conflict and complaints

making judgements about when to refer disputes, conflict and complaints to others

applying understanding of supplier issues/supply chain management in the context of contract management

managing contract documentation

planning and organising contract meetings, reports and reviews

maintaining currency of best practice examples in procurement practice and relevant procurement legislation, policies and procedures

use electronic procurement templates

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to contract management, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

contract management for diverse contractual situations

privacy and confidentiality issues

codes of conduct, codes of practice and standards of individual behaviour relating to management of contracts and relationships with contractors

financial and accounting issues relevant to the contract

legal aspects of negotiation

aspects of law of contracts, trade practices law and commercial law relevant to the management of contracts relating to complex procurement

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM009 Finalise contracts

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC504B Finalise contracts. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to finalise processes for contracts. It includes completing contracts and implementing a contract review strategy.

This unit applies to those working as public sector staff with responsibility for finalising contracts.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to

Those undertaking this unit would work autonomously while performing complex tasks, in familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Complete contracts	1.1 Review contracts due to expire to determine future requirements, and canvass options meeting requirements. 1.2 Implement strategies to manage closure, renewal of contracts, or transition to a new contract. 1.3 Finalise, amend, cancel or terminate contracts according to arrangements. 1.4 Consult with contractor, and report completion, addressing contractor and contract manager performance.
2. Implement contract review strategy	2.1 Determine timing of contract review to ensure a smooth transition to post contract arrangements. 2.2 Review and monitor contract including contract management, contractor performance, user satisfaction and audit results. 2.3 Document variances where measures or outcomes are not met in full. 2.4 Prepare review report documenting outcomes against plans, final costs, user satisfaction, lessons learnt and any shortcomings in contract planning, management policies and procedures. 2.5 Suggest recommendations for improvement and support them with evidence.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC504B Finalise contracts.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM009 Finalise contracts

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

consulting and negotiating with contractors and stakeholders, involving complex oral and written exchanges of information

writing closure reports

finalising outstanding issues so the contract can be closed

identifying improvements to the contract management process

managing contract closure documentation

planning and organising contract closure meetings, reports and reviews

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to contract finalisation and review, including environmental purchasing and corporate social responsibility guidance

privacy and confidentiality issues, including the requirement to appropriately classify information to ensure transparency as well as to treat bids as commercial-in-confidence

probity principles and issues

codes of conduct, codes of practice and standards of individual behaviour relating to finalising contracts

record keeping for official or historical records

financial and accounting issues relevant to the contract

aspects of contract law, trade practices law and commercial law relevant to the finalisation of contracts relating to complex procurement

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM010 Manage procurement risk

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC505A Manage procurement risk. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to manage risks associated with all stages of procurement. It includes assessing risk, and preparing, implementing and reviewing a risk management plan.

This unit applies to those working as public sector staff in roles that involve managing procurement risks.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously while performing complex tasks, in familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Assess risk	1.1 Identify legislation, policies, business processes and resources impacting the contract. 1.2 Identify procurement outcomes and internal inputs required. 1.3 Identify and confirm critical success factors required. 1.4 Identify non trivial procurement risks. 1.5 Identify potential probity risks. 1.6 Analyse causes of risk and their potential impact. 1.7 Determine likelihood and consequences of risks and develop risk assessments.
2. Prepare risk management plan	2.1 Develop preliminary risk management plan to address risks identified in planning phase. 2.2 Identify acceptable risks and those requiring treatment. 2.3 Design treatments to reduce risks to an acceptable level. 2.4 Develop plans for implementing new treatments, additional risk controls or modifications to existing controls. 2.5 Monitor risk level at key points during procurement process and, review and adjust risk management plan to cover procurement activity risks not already identified.
3. Implement and review risk management plan	3.1 Implement risk controls and treatments according to the treatment plan. 3.2 Implement risk management plan, monitor and revise to include potential or emerging risks during the life of the procurement activity. 3.3 Improve risk treatments and controls using review results.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM010 Manage procurement risk

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

writing risk management plans using templates or a recognised risk management methodology

interpreting complex, formal documents

making verbal and written recommendations about the management of procurement and contracting risks

analysing risks associated with procurement and contract

managing and updating the risk management plan

learning skills to keep up-to-date with relevant procurement legislation, policies and procedures

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to contract risk management

organisational procurement policies, practices and approval processes

risk management procedures

probity principles and issues, particularly as they relate to probity risks

codes of conduct, codes of practice and standards of individual behaviour relating to the procurement process

risks associated with financial and accounting issues relevant to procurement and contract management

supplier issues and supply chain management in the context of procurement risk management

aspects of law of contracts, trade practices law and commercial law relevant to risk management relating to complex procurement

equal employment opportunity relevant to procurement and contract management

environmental, sustainability and corporate social responsibility principles relevant to procurement and contract management

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM011 Plan to manage a contract

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC506A Plan to manage a contract. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to establish arrangements for contract management. It includes confirming contract requirements, preparing a contract management plan, developing stakeholder relationships and implementing contract strategies and contractual arrangements.

This unit applies to those working in roles involving procurement contract management.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously while performing complex tasks, in familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Confirm contract requirements	1.1 Identify legislation, public sector standards and organisational requirements relating to probity, financial management, approvals and other considerations for inclusion in the contract management plan. 1.2 Re-confirm contract requirements with all parties. 1.3 Determine obligations to the contractor, limits of authority and delegations according to contractual arrangements. 1.4 Confirm start-up or transition arrangements.
2. Prepare contract management plan	2.1 Identify contract risks and develop a risk management plan. 2.2 Determine procedures to identify, receive and address contract variations. 2.3 Determine procedures to investigate, resolve or refer disputes or complaints. 2.4 Develop and negotiate key performance indicators and identify and approve administrative processes for the life of the contract. 2.5 Document, obtain approval on and maintain a contract management plan that addresses key elements. 2.6 Apply expected standards of behaviour, probity and privacy principles to all elements of contract management plan. 2.7 Apply environmental, sustainability and corporate social responsibility principles to all elements of contract management plan.
3. Develop stakeholder relationships	3.1 Identify stakeholder networks and relationships. 3.2 Use networking strategies to establish, develop and maintain working relationships to promote benefits to the contract requirements. 3.3 Develop and maintain confidence of stakeholders through high standards of behaviour and ethical conduct. 3.4 Use negotiation strategies to achieve positive outcomes when difficult situations arise. 3.5 Identify and confirm communication requirements in line with contractual obligations and stakeholder needs.
4. Implement contract strategies	4.1 Identify requirements of confidentiality and freedom of information for the contract. 4.2 Develop communication and/or information strategy that matches needs of the organisation, the contract and the contractor’s business environment. 4.3 Establish contract review requirements with stakeholders. 4.4 Develop contract review strategy to review management of the contract, contractor performance and user satisfaction.
5. Implement contractual arrangements	5.1 Establish and manage business relationship with contractor. 5.2 Implement start-up or transition arrangements. 5.3 Establish financial, administrative and information management processes. 5.4 Implement contractual arrangements according to contract management plan. 5.5 Maintain appropriate records for the life of the contract.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC506A Plan to manage a contract.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM011 Plan to manage a contract

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

networking, consulting and negotiating with contractors and stakeholders

developing a written contract management plan and sub-plans

reading and applying complex documents, including contracts, legislation and guidelines

provide feedback

modelling effective team management approaches

referring issues to the correct person

applying understanding of supplier issues and supply chain management in the context of procurement risk management

planning and organising skills to manage and update the contract management plan and sub-plans

maintaining currency of best practice examples in procurement practice and relevant procurement legislation, policies and procedures

use electronic procurement templates

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to contract management, including environmental purchasing, sustainability and corporate social responsibility guidance relevant to the contract

organisational procurement policies, practices and approval processes

contract management planning for diverse contractual situations

privacy and confidentiality issues

codes of conduct, codes of practice and standards of individual behaviour relating to management of contracts and relationships with contractors

financial and accounting issues relevant to the contract

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM012 Plan for procurement outcomes

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC507A Plan for procurement outcomes. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to apply advanced planning to complex procurement within established guidelines, policies and procedures.

This unit applies to those working in roles involving procurement planning.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work would work autonomously while performing complex tasks, in familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Establish, apply and manage procurement governance arrangements	1.1 Make contributions to forward procurement planning. 1.2 Apply organisational, financial and budgetary framework effectively to procurement. 1.3 Research and apply organisational objectives, policies and goals. 1.4 Identify and apply relevant interacting legislative, policy and probity requirements to the proposed procurement activity. 1.5 Develop and/or assess procurement needs, aligned to organisational objectives, business plan and appropriate justification of estimated procurement expenditure. 1.6 Propose alternatives to procurement action where appropriate. 1.7 Apply and manage probity principles when planning procurement activities.
2. Identify, consult with and manage procurement stakeholders	2.1 Identify internal and external stakeholders for procurement activities. 2.2 Develop strategies to effectively gather information from and distribute information to procurement stakeholders throughout the procurement process. 2.3 Inform and educate stakeholders on the concept of value for money. 2.4 Develop strategies for the ongoing consideration and management of key stakeholders.
3. Conduct market research and develop appropriate strategies to approach the market	3.1 Conduct market research and analysis. 3.2 Identify strengths and weaknesses of the market. 3.3 Determine appropriate procurement options and procurement methods for approaching the market, taking into account relevant jurisdictional and organisational policy requirements.
4. Identify, source and manage resources to conduct procurement processes	4.1 Identify, seek and manage financial and budgetary resources required to effectively conduct procurement processes. 4.2 Identify, seek and manage technical and procurement expertise required to effectively conduct procurement processes, including the establishment of tender evaluation panel or working group. 4.3 Determine and apply appropriate structures and processes to the conduct of the procurement, including operation of the tender evaluation panel or working group. 4.4 Plan and communicate appropriate lead times for conducting procurement processes to stakeholders.
5. Define procurement specifications and requirements	5.1 Align procurement requirements with organisational objectives and business plans that are realistic in terms of the capacity of the market to supply. 5.2 Develop and/or critically assess statements of requirements and specifications that meet business needs of the organisation. 5.3 Review previous procurements and consult stakeholders to inform and define the specifications. 5.4 Explore the viability of specifications to ensure risks and whole-of-life costs and benefits are identified and to support value for money.
6. Undertake detailed procurement planning	6.1 Assist stakeholders to make meaningful contributions to procurement plans. 6.2 Conduct procurement risk assessments and determine appropriate risk management strategies. 6.3 Address jurisdictional, organisational, legislative, policy and probity requirements. 6.4 Design a procurement process that achieves a value for money outcome, including consideration of whole-of-life costs and benefits. 6.5 Document detailed procurement plans and sub-plans for the various activities that will be conducted throughout the procurement process, including evaluation and reporting requirements. 6.6 Plan prompt execution of financial delegations and other approvals. 6.7 Undertake procurement activity in line with jurisdictional, organisational and best practice requirements for accountability and transparency, including record keeping and reporting regimes.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC507A Plan for procurement outcomes.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM012 Plan for procurement outcomes

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

networking, consulting and negotiating with contractors and stakeholders

writing a business case

reading and applying complex documents, including contracts, legislation and guidelines

providing feedback

modelling effective team management approaches

referring issues to the correct person

resolving complicated procurement issues

developing options for inclusion in a business case

undertaking research and business analysis

planning procurement processes in alignment with business and organisational goals

documenting procurement planning decisions and expected outcomes

managing and updating the procurement plan and sub-plans

maintaining currency in best practice examples in procurement practice and relevant procurement legislation, policies and procedures

using electronic procurement templates

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to contract management, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

procurement planning for complex procurement requirements and associated outcomes in alignment with business and organisational goals

probity principles and issues

codes of conduct, codes of practice and standards of individual behaviour relating to the procurement process

government procurement environment

legal requirements of government procurement

implications of particular procurement arrangements

whole-of-life considerations

financial and accounting issues relevant to the procurement

cultural issues relating to complex procurement and industry development in certain industry sectors

relationship management

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM013 Make procurement decisions

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC508A Make procurement decisions. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to perform advanced decision making for complex procurement within established guidelines, policies and procedures.

This unit applies to those working roles involved in making procurement decisions.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously, performing complex tasks, in a range of familiar and unfamiliar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Comply with legal and policy obligations implicit in making procurement decisions	1.1 Identify and apply legislative and policy requirements and organisational objectives and goals to inform procurement decisions. 1.2 Apply and manage probity principles of fairness and impartiality when making procurement decisions at all stages of the process.
2. Establish context for the procurement activity	2.1 Identify and consider factors that may influence procurement decisions in the context of legislation, policy and organisational/business requirements to support effective decision making. 2.2 Consult with stakeholders to determine likely impact of key factors at all stages of procurement process. 2.3 Reflect determined key factors in procurement decisions affecting the procurement. 2.4 Document factors affecting procurement decisions.
3. Select and approve procurement methods	3.1 Select procurement methods based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements. 3.2 Consider factors and risks in selecting procurement method. 3.3 Record justification for selected procurement method. 3.4 Exercise approvals for the selection of procurement methods and record.
4. Select and approve contractual arrangements	4.1 Select contractual arrangements, based on jurisdictional and policy requirements and suitability for the procurement requirements. 4.2 Consider factors and risks in selecting contractual arrangements. 4.3 Record justification for selected contractual arrangements. 4.4 Exercise approvals for the selection of contractual arrangements and record.
5. Identify and consider factors affecting supplier choice	5.1 Research and assess supplier capability as part of offer evaluation. 5.2 Research and apply supplier supply chain management considerations in the context of policy requirements when making procurement decisions. 5.3 Apply broader value for money considerations to support and inform decisions.
6. Conduct tender evaluation	6.1 Form a tender evaluation panel or similar when required by policy or to meet probity requirements. 6.2 Provide advice, support and guidance on procurement processes and probity requirements to members of the tender evaluation panel. 6.3 Resolve any issues that arise during tender evaluation using negotiation and communication skills and procurement knowledge. 6.4 Document tender decision-making processes and decisions reached in a format suited to the procurement being undertaken. 6.5 Make written procurement recommendations to the approval delegate after considering advice of panel.
7. Maintain effective accountability and transparency in procurement decision making	7.1 Maintain records, including plans and sub-plans, to provide an effective audit trail of decisions taken throughout the procurement process. 7.2 Maintain compliance with jurisdictional and organisational procurement reporting requirements. 7.3 Maintain records to provide aggregate procurement reporting requirements internal and external to the organisation.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC508A Make procurement decisions.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM013 Make procurement decisions

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

networking, consulting and negotiating with contractors and stakeholders

writing a business case

reading and applying complex documents, including contracts, legislation and guidelines

providing feedback

resolving complicated procurement issues

developing options for inclusion in a business case

applying decision-making processes or methodologies

undertaking research and business analysis

documenting procurement decisions

managing and updating procurement plans

maintaining currency in best practice examples in procurement practice and relevant procurement legislation, policies and procedures

operate organisational IT systems

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state or territory, and local government legislation, policies, practices and guidelines relating to procurement, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

procurement planning for complex procurement requirements and outcomes

decision-making processes and methodologies

codes of conduct, codes of practice and standards of individual behaviour relating to procurement decisions

government procurement environment

legal requirements of government procurement

implications of particular procurement arrangements

whole-of-life considerations

financial and accounting issues relevant to the procurement

cultural issues relating to complex procurement and industry development in certain sectors

relationship management

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM015 Conduct and manage coordinated procurement

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC510A Conduct and manage coordinated procurement. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to identify and use existing coordinated procurement contracts (CPC) and cooperative procurement arrangements (CPA) to establish new CPAs across agencies and to arrange for organisations to procure under these contracts and arrangements.

This unit applies to those working in the public sector with responsibility for arranging the procurement of goods and services.

The skills and knowledge described in this unit must be applied within the legislative, and regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently, whilst performing complex tasks in a range of familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Identify applicable existing CPCs, CPAs and opportunities	1.1 Investigate availability and opportunities of CPCs and CPAs. 1.2 Identify and evaluate existing contracts at whole-of-government level and cross-agency arrangements. 1.3 Identify contract terms and assess conditions relating to contracts to determine whether the contract is relevant to the agency concerned. 1.4 Document criteria to identify applicable contracts and compliance with requirements for use.
2. Arrange for organisation to procure under CPCs and CPAs	2.1 Provide information and education about the contract and the requirement for its use to relevant staff. 2.2 Establish procedures to ensure that procurements are made under a CPC or CPA wherever possible, and place orders according to contract terms and conditions. 2.3 Record contractual dealings and report according to contract requirements including expenditure and realised savings.
3. Lead cooperative procurements	3.1 Obtain agreement of management for procurement where no CPAs exist, which would benefit multiple agencies 3.2 Develop a procurement strategy, procurement plan involving other agencies and procurement documents. 3.3 Undertake procurement process, evaluate responses and negotiate contract via cross-agency team. 3.4 Document new CPA and distribute to other agencies

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC510A Conduct and manage coordinated procurement.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM015 Conduct and manage coordinated procurement

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

consulting and negotiating with stakeholders

using conceptual and reasoning skills to develop concise arguments

writing reviews, reports, submissions and other complex documents

applying decision-making processes and methodologies

reading and applying the content of complex contracts, legislation and guidelines

undertaking research and business analysis

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state/territory and local government legislation, policies, practices and guidelines relating to conducting and managing coordinated procurement, including environmental purchasing and corporate social responsibility guidance

organisational procurement policies, practices and approval processes

risk management procedures

probity principles and issues

best practice examples in procurement practice

risks associated with financial and accounting issues relevant to conducting and managing coordinated procurement

WHS, environmental, sustainability and corporate social responsibility practices in the context of conducting and managing coordinated procurement

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM016 Plan and implement strategic sourcing

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC511 Plan and implement strategic sourcing. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to plan and implement strategic sourcing for goods or services essential or critical to an organisation’s ability to conduct its core business. It includes developing a procurement profile of the buying organisation, conducting strategic assessment of the supply market, developing strategies to source goods or services from the market and securing, monitoring and reviewing strategic market sources.

This unit applies to those working in roles involving procurement of goods or services essential to the operation of their organisation.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously consulting others as required, performing sophisticated tasks in a range of familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Develop a procurement profile of the buying organisation	1.1 Gather and analyse long term data about the strategic implications related to the buying organisation’s level of spend on various types of goods and services, including how, where and from whom the goods or services are procured. 1.2 Profile the organisation’s existing suppliers, with particular emphasis on each supplier’s capability and capacity, vulnerability, and adherence to Corporate Social Responsibility (CSR) principles, WHS, legislative compliance, market position and ownership structure. 1.3 Identify and engage relevant communication strategies to engage internal, external and market stakeholders. 1.4 Assess the buying organisation’s market position (how the market views the organisation as a potential customer). 1.5 Identify and consider opportunities and risks associated with developing a stronger market position as a buyer.
2. Conduct strategic assessment of the supply market	2.1 Gather and analyse market information to determine capacity, competition, legislative and regulatory compliance, vulnerabilities and risk within the supply market. 2.2 Monitor and analyse market trends and emerging changes to the current supply market place. 2.3 Analyse and assess the supply market’s ability to meet the buying organisation’s needs, including supply chain management issues. 2.4 Identify and assess innovative and/or creative opportunities within the market. 2.5 Assess local and international supply market factors that may influence the ability to supply goods and services.
3. Develop strategies to source goods or services from the market	3.1 Assess the suitability of current and emerging commercial trends within the market to the needs of the buying organisation. 3.2 Identify and consider the application of commercial best practice models to strategic sourcing activities across the procurement life cycle. 3.3 Identify and test possible benchmarks of better strategic sourcing practice. 3.4 Assess the suitability of alternative market sources of supply. 3.5 Develop strategic supply market plans which reflect analysis of both the buying organisation and the supply market. 3.6 Devise tendering strategies and type of contracting arrangement appropriate to the goods or services being procured and the nature of the supply market which will supply them, taking contract management strategies into consideration. 3.7 Review the application of existing legislation, regulations, policies, practices and procedures to strategic sourcing activities and recommend changes to these where this would yield better results for the buying organisation or at the whole of government level.
4. Secure, monitor and review strategic market sources	4.1 Conduct procurement processes which consider strategic sourcing issues and are appropriate to the goods and services being sought. 4.2 Negotiate with potential suppliers to secure the best supply arrangements. 4.3 Develop and implement transition plans from current to new market sources as needed to ensure a smooth transition and the continuous provision of strategic goods and services to the buying organisation. 4.4 Implement contract management strategies to ensure that goods and services are delivered as contracted. 4.5 Monitor and review new strategic sourcing arrangements for continuous improvement opportunities.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC511 Plan and implement strategic sourcing.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM016 Plan and implement strategic sourcing

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

networking, consulting and negotiating with the supply market, existing contractors and stakeholders

writing a business case

conducting market analysis and buying organisation analysis

gathering and analysing organisational information to build procurement profile, market information and stakeholder requirements, and information on restricted products appropriate to the industry

identifying, analysing and predicting trends

applying complex government policy and inter-governmental agreements

interrogating corporate systems, including Financial Management Information System (FMIS) or asset management system to obtain data

analysing complex supply chains to identify risk, vulnerability and opportunity

anticipating and interpreting market reaction

planning procurement processes in alignment with business and organisational goals

documenting procurement planning decisions and expected outcomes

managing and updating procurement plans and sub-plans in line with strategic plans and budgets

applying complex strategies to development of strategic plans, including corporate, budget and procurement plans and sub plans

contributing to strategic and risk planning

developing and managing electronic commerce

exploiting market opportunities and initiatives in electronic commerce

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state and/or territory, or local government legislation, regulation, policies, practices, procedures and guidelines in relation to procurement, financial management, public sector obligations, consumer law, WHS, social policy and other relevant topics

international treaties relevant to trade and procurement practices

government and inter-governmental policy and agreements in relation to procurement practices

principles and practices associated with Corporate Social Responsibility (CSR) principles, sustainability and environmental issues as applicable to procurement and market behaviours

research and analysis as applied to complex outcomes, trends and predictions of markets and procurement changes

codes of conduct, codes of practice and standards of individual behaviour relating to procurement decisions

micro and macro-economic issues applicable to market behaviours and the impact of procurement

implications for the organisation and market (suppliers) of key procurement strategies and arrangements

whole of life costing considerations and value for money

financial, costing and accounting issues relevant to procurement and contracts

cultural issues relevant to strategic procurement and industry development in specific markets or market sectors

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM017 Plan and implement procurement category management

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC512 Plan and implement procurement category management. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to plan and implement procurement category management processes for an organisation.

This unit applies to those working in roles involving procurement of goods or services essential to the operation of their organisation.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously consulting others as required, performing sophisticated tasks in a range of familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Plan for category management	1.1 Identify and assess organisational structures and business requirements from corporate planning documents in the context of suitability to adopt category management approaches for procurement and contract management. 1.2 Develop and use effective communication strategies to engage with internal, external and market stakeholders about category management approaches, product and/or services to be category managed and market and supply chain conditions. 1.3 Develop a category management plan based on category management principles for each category to be managed that includes outcome based, transparent and manageable performance metrics for category managed items and services. 1.4 Obtain senior management approval for the category management plan. 1.5 Develop outcome based processes and guidelines to support category management. 1.6 Identify staff skills and training and development opportunities related to category management and incorporate these into professional development plans. 1.7 Identify and interrogate organisational Enterprise Resource Planning (ERP) and document management systems in order to gather and analyse data pertaining to the level of spend on various procurement types.
2. Define categories	2.1 Identify and analyse current procurement options adopted by the organisation and other procurement options that are available in the marketplace. 2.2 Identify market, procurement and contract management trends, opportunities and risks relevant to categories. 2.3 Identify and engage relevant internal stakeholders to assist in defining categories. 2.4 Define procurement categories using a recognised basis. 2.5 Identify and implement appropriate systems to support category and contract managers.
3. Implement category management	3.1 Develop market strategies for categories and act on them as appropriate to the organisation. 3.2 Implement the category management plan. 3.3 Implement strategies to manage and maintain productive relationships with identified suppliers. 3.4 Resolve operational issues raised by contract users and suppliers. 3.5 Capture and analyse data from a range of sources about the category performance against the performance metrics on a regular basis and report category performance to appropriate corporate systems. 3.6 Regularly review buying organisation, industry and market category positions to identify trends, opportunities and risks and adjust direction as indicated by the results of the review.
4. Review category management	4.1 Review and monitor performance metrics on a regular basis to ensure efficiency and effectiveness is achieved and maintained in category management processes. 4.2 Consult appropriately with stakeholders, provide performance feedback and recommend corrective or improvement actions as necessary. 4.3 Monitor buying organisation, industry and market performance and ensure organisational strategies are modified where appropriate. 4.4 Monitor staff skills and provide appropriate skilling upgrades.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC512 Plan and implement procurement category management.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM017 Plan and implement procurement category management

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

developing a business case

interpreting and applying complex documents, including contracts, legislation and policy guidelines

gather and analyse organisational data, market data and stakeholder requirements

identifying, analysing and predicting trends

planning, monitoring and implementing change management strategies

modelling effective team management approaches

supporting professional development and learning in team members

responding to and managing issues that arise

interrogating corporate systems to obtain data

analysing complex supply chains to identify risk, vulnerability and legality

developing effective performance measurement metrics

documenting procurement planning decisions and anticipated outcomes

managing and updating procurement plans and sub-plans in line with organisational, strategic and budget planning documents

applying complex strategies to develop organisational plans, including corporate, budget and procurement plans and sub plans

maintaining currency of best practice models relevant to procurement, contracting, logistics and enterprise market management and legislation, regulation, policy, government agreements and relevant legal decisions

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state and/or territory, or local government legislation, regulation, policies, practices, procedures and guidelines in relation to procurement and financial management

international treaties relevant to trade and procurement practices

government and inter-governmental policy and agreements in relation to procurement practices

principles and practices associated with Corporate Social Responsibility (CSR), sustainability and environmental issues as applicable to procurement and market behaviours

research and analysis as applied to complex outcomes, trends and predictions of markets and procurement changes

codes of conduct, codes of practice and standards of individual behaviour relating to procurement decisions

micro and macro-economic issues applicable to market behaviours and the impact of procurement

legal issues and determinations impacting on procurement

implications for the organisation and for the market (suppliers) of key procurement strategies and/or arrangements

whole of life costing considerations and value for money

financial, costing and accounting issues relevant to procurement and contracts

cultural issues relevant to procurement and industry development in specific markets or market sectors

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCM018 Conduct demand and procurement spend analysis

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPROC513 Conduct demand and procurement spend analysis. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to manage demand and procurement spend within an organisation.

This unit applies to those working in roles involving procurement of goods or services essential to the operation of their organisation.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work autonomously with management responsibilities, while performing complex tasks in familiar contexts.

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

Competency Field

Procurement

Elements and Performance Criteria

ELEMENTS	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 section.
1. Collect and analyse demand and procurement spend data	1.1 Identify and analyse demand patterns (organisational consumption), using a range of data sources and using appropriate breakdowns such as by category, region or time period. 1.2 Identify and analyse procurement spend data, using a range of data sources and using appropriate breakdowns, including by category, region or time period. 1.3 Establish and analyse the relationship between demand, consumption and procurement spend and assess business complexity of the buying organisation based on this analysis. 1.4 Develop product usage profiles and organisational spend profiles. 1.5 Establish causal links for demand and spend patterns through engagement with internal stakeholders and analysis of data. 1.6 Map and analyse processes involved across the whole procurement life cycle to identify potential for efficiencies and improved data gathering. 1.7 Review organisational policies and processes for procurement, asset management and budget, assess the impact of these on demand and/or spend and make recommendations to improve management of demand.
2. Develop and implement demand/spend management strategy	2.1 Develop and implement effective communication strategies to engage internal stakeholders, external and market stakeholders. 2.2 Develop and implement outcome based demand and/or spend management processes across the procurement life cycle. 2.3 Identify and use appropriate systems to support procurement and financial processes. 2.4 Develop and implement processes to control and manage the demand for particular goods and services according to influencing factors. 2.5 Identify staff skills and training and development opportunities related to demand and/or procurement spend management and incorporate these into professional development plans. 2.6 Develop outcome based, transparent and manageable performance metrics to ensure best practice is achieved, whilst satisfying organisational needs.
3. Manage demand/spend risks and opportunities	3.1 Review and analyse the market profile, including opportunities to influence or develop the market. 3.2 Identify and assess market dynamics including market cycles, product life cycles and growth and/or decline. 3.3 Assess realistically the desirability and practicality of ongoing market development and undertake market development activities where these are appropriate. 3.4 Identify and consider opportunities and risks associated with managing demand and procurement spend.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPROC513 Conduct demand and procurement spend analysis.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCM018 Conduct demand and procurement spend analysis

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion.

consulting and negotiating with the market place, contractors and stakeholders

interpreting complex documents

gathering and analysing organisational data to build demand and spend profiles, market data, and stakeholder requirements.

planning, monitoring and implementing change management strategies

promoting change within the organisation

measuring and monitoring performance

celebrating success

applying the content of complex documents, including contracts, legislation and policy guidelines

applying complex government policy and inter-governmental agreements

interrogating corporate systems to obtain data

analysing complex supply chains to identify risk, vulnerability and opportunity

interpreting market reaction

developing effective performance measurement metrics

planning procurement processes in alignment with business and organisational goals

documenting procurement planning decisions and expected outcomes

managing and updating procurement plans and sub-plans in line with strategic plans and budgets

applying complex strategies to development of strategic plans, including corporate, budget and procurement plans and sub plans

contributing to strategic and risk planning

understanding systems architecture

identifying needs from ERPs

exploiting organisational ERPs

developing and managing electronic commerce

exploiting market opportunities and initiatives in electronic commerce

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

Commonwealth, state and/or territory, or local government legislation, regulation, policies, practices, procedures and guidelines in relation to procurement and financial management

international treaties relevant to trade and procurement practices

government and inter-governmental policy and agreements in relation to procurement practices

principles and practices associated with Corporate Social Responsibility (CSR) principles, sustainability and environmental issues as applicable to procurement and market behaviours

complex and strategic planning

research and analysis as applied to complex outcomes, trends and predictions of markets and procurement changes

codes of conduct, codes of practice and standards of individual behaviour relating to procurement decisions

government procurement environment

micro and macro-economic issues applicable to market behaviours and the impact of procurement

implications for the organisation and market (suppliers) of key procurement strategies and/or arrangements

whole of life costing considerations and value for money

financial, costing and accounting issues relevant to procurement and contracts

cultural issues relevant to strategic procurement and industry development in specific markets or market sectors

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PSPPCY004 Support policy implementation

Modification History

Release	Comments
1	This unit was released in PSP Public Sector Training Package release 1.0 and meets the Standards for Training Packages. This unit supersedes and is equivalent to PSPPOL404A Support policy implementation. Unit code updated Content and formatting updated to comply with new standards All PC transitioned from passive to active voice

Application

This unit describes the skills required to identify, implement and monitor relevant policy and report on implementation.

This unit applies to public sector staff and other stakeholders working in a role where they are required to support policy implementation.

The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.

Those undertaking this unit would work independently. They would perform routine tasks in a range of familiar contexts.

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

Competency Field

Policy

Elements and Performance Criteria

ELEMENTS	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 section.
1. Identify relevant policy	1.1 Identify work situations that are shaped by government or organisation policy. 1.2 Identify and locate policy relating to particular work situations.
2. Implement policy	2.1 Interpret policy to be implemented to identify and plan for change in work practices. 2.2 Identify the implications of policy for individual work practices, confirm and adjust practices to reflect policy requirements. 2.3 Support others affected by policy requirements to accommodate those requirements.
3. Monitor and report on policy implementation	3.1 Gather, record and report information that will assist with the evaluation of the effectiveness of policy implementation. 3.2 Gather, record and report information that will assist with evaluation of policy impact on organisational outcomes.

Foundation Skills

Foundation skills are embedded within the elements and performance criteria of this unit.

Unit Mapping Information

This unit supersedes and is equivalent to PSPPOL404A Support policy implementation.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Assessment Requirements for PSPPCY004 Support policy implementation

Modification History

Release	Comments
1	These Assessment Requirements were released in PSP Public Sector Training Package release 1.0 and meet the Standards for Training Packages. Assessment Requirements created drawing upon specified assessment information from superseded unit

Performance Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the candidate must demonstrate evidence of performance of the following on at least one occasion:

reading complex and formal documents and providing information on their application

preparing accurate written reports with language and structures suited to the intended audience

working with legislation drafters and legal advisers

consulting on and preparing policy guidelines

adjusting communication to suit different audiences

gathering and analysing policy feedback

Knowledge Evidence

Evidence required to demonstrate competence must satisfy all of the requirements of the elements and performance criteria. If not otherwise specified the depth of knowledge demonstrated must be appropriate to the job context of the candidate.

practices and procedures for developing policy guidelines

policy feedback mechanisms

current organisation policies

government policies and international policy obligations that impact on organisation policy

organisation and government procedures and protocols

public sector codes of ethics and code/s of conduct

Assessment Conditions

This unit contains no specific industry-mandated assessment conditions. Guidance on suggested and recommended conditions and methods can be found in the Implementation Guide.

Assessors must satisfy the NVR/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=bebbece7-ff48-4d2c-8876-405679019623

PUACOM008 Develop and organise public safety awareness programs

Modification History

Release 1. This is the first release of this unit of competency in the PUA Public Safety Training Package.

Application

This unit of competency involves the skills and knowledge required to develop, implement and evaluate public safety awareness programs. It includes determining scope of program and developing, implementing and evaluating the effectiveness of public safety awareness programs. The unit is applicable to personnel who formally liaise with other organisations to increase response effectiveness and community safety. No licensing, legislative or certification requirements apply to this unit at the time of publication.

Pre-requisite Unit

The fire sector is those sections of government departments, statutory authorities or organisations that have responsibility under jurisdictional arrangements for the delivery of firefighting and fire management services. It is essential that the prerequisite units listed below are obtained prior to the issuance of this unit to individuals within the fire sector or the units contributing to the attainment of a fire qualification. PUACOM006 Plan and conduct a public awareness program

Competency Field

Community Programs

Unit Sector

Public Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Determine scope of program	1.1	Research and analysis is undertaken to determine need for a public safety awareness program
1.2	Target audience and characteristics are defined to inform public safety awareness program planning
1.3	Public safety awareness program aims and objectives are specified and performance measures are identified
2	Develop program	2.1	Program type, implementation and support requirements to meet needs of target audiences and organisational objectives is determined
2.2	Sponsorship and/or joint venture opportunities are investigated to maximise public safety awareness program effectiveness
2.3	Resource options to implement public safety awareness program are developed and preferred options are selected
2.4	Resources are accessed to develop public safety awareness program
2.5	A pilot public safety awareness program is conducted and its effectiveness is assessed and changes are made, as required
3	Implement program	3.1	Constraints and opportunities for implementing public safety awareness programs are identified
3.2	Production of resources is managed to ensure that relevant materials are available in sufficient quantities
3.3	Public safety awareness program is managed to meet agreed performance indicators within budget
3.4	Ongoing monitoring of public safety awareness program is undertaken during implementation phase
4	Evaluate effectiveness of program	4.1	Public safety awareness program evaluation is conducted against performance measures
4.2	Adjustments are made to public safety awareness program to reflect evaluation outcomes and feedback received

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range of Conditions

Range is restricted to essential operating conditions and any other variables essential to the work environment. Non-essential conditions may be found in the Companion Volume Implementation Guide.

Unit Mapping Information

This unit replaces and is equivalent to PUACOM008B Develop and organise public safety awareness programs.

Links

PUA Training Package Companion Volume Implementation Guide is found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=3eca5672-6d5a-410b-8942-810d0ba05bbf

Assessment Requirements for PUACOM008 Develop and organise public safety awareness programs

Modification History

Release 1. This is the first release of this unit of competency in the PUA Public Safety Training Package.

Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all the requirements of the elements and performance criteria on at least one occasion and includes
designing and managing public safety awareness program determining and applying performance measures determining scope of public safety awareness program developing public safety awareness program evaluating effectiveness of public safety awareness program following organisational policies and procedures including Work, Health and Safety (WHS)/Occupational Health and Safety (OHS) requirements implementing public safety awareness program meeting public safety awareness program budgeting requirements researching and analysing public safety awareness program needs using educational support materials

Knowledge Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all the requirements of the elements, performance criteria and range of conditions and includes knowledge of
application of performance measures current principles and practices relating to developing public education programs educational principles materials and resources required for public safety awareness programs organisational documentation, policies and procedures including Work, Health and Safety (WHS)/Occupational Health and Safety (OHS) requirements public safety awareness program constraints research and analysis for public program development target audiences

Assessment Conditions

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment. As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment. Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate. Assessment must occur in workplace operational situations. Where this is not appropriate, assessment must occur in industry approved simulated workplace operational situations that reflect workplace conditions. Resources for assessment must include access to a range of relevant exercises, case studies and/or simulations relevant and appropriate materials, equipment, tools and personal protective clothing and equipment currently used in industry applicable documentation including organisational procedures, industry standards, regulations, equipment specifications, codes of practice and operation manuals.

Links

PUA Training Package Companion Volume Implementation Guide is found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=3eca5672-6d5a-410b-8942-810d0ba05bbf

PUAFER001 Identify, prevent and report potential facility emergency situations

Modification History

Release 1. This is the first release of this unit of competency in the PUA Public Safety Training Package.

Application

This unit of competency involves the skills and knowledge required by occupants to identify and prevent the development of facility emergency situations or to minimise their consequences, and to report if emergency protection systems and/or equipment is compromised. It applies to a broad range of emergencies and covers the work required before an emergency services and/or specialist response team arrives; it does not include the specific use of equipment to prevent facility emergency situations. The unit has been developed to cover facilities as specified in Australian Standard 3745 and AS 4083. For this unit, as covered by AS 3745 and/or AS4083, occupants are people attending a facility on a permanent or temporary basis such as an employee, contractor, student or resident, but not a visitor or patient and a facility is a building, structure or workplace that is, or may be, occupied by people (occupants). All aspects of the unit must be undertaken in accordance with legislative requirements, organisational policies and procedures and approved safe practices. It applies to occupants who are required to be ‘emergency aware’ in their facility. No licensing, legislative or certification requirements apply to this unit at the time of publication.

Pre-requisite Unit

Not applicable.

Competency Field

Facility Emergency Response

Unit Sector

Public Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Identify, monitor and report situations that could lead to facility emergencies	1.1	Situations that could lead to facility emergencies are identified by the occupant and facility emergency response procedures are followed
1.2	Immediate work area and/or public area is routinely checked for situations that could lead to emergencies
1.3	High risk activities are monitored to ensure precautions and facility emergency response procedures are followed
2	Identify, report and correct situations that could prevent facility emergencies from being safely handled	2.1	Relevant emergency protection systems and equipment are identified
2.2	Situations that could lead to emergency protection systems and equipment being impaired are identified
2.3	Immediate work area is routinely checked for situations that could lead to emergency protection systems and equipment being made inoperable and results of check are reported

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range of Conditions

Range is restricted to essential operating conditions and any other variables essential to the work environment. Non-essential conditions may be found in the Companion Volume Implementation Guide.
high risk activities must include three or more of the following relevant to the facility	handling dangerous goods and hazardous materials including waste handling gases hot work manual handling manufacturing using, mixing and/or moving chemicals working around traffic working at heights, in confined spaces, in poorly ventilated spaces or around noise - subject to permit working with plant and machinery working with unstable equipment or equipment that has deteriorated
emergency protection systems and equipment must include three or more of the following relevant to the facility	access, egress and paths of travel alarm initiation devices any specific dangerous good and/or hazardous chemical antidotes and treatment e.g. corrosives automatic fire, leak, spill or movement detectors escape equipment exit signs and emergency lighting facility emergency response procedures contained within the facility emergency plan fire or smoke detection, fire or smoke doors, fire walls first aid kits initial response firefighting equipment occupant warning and communications systems shower and eyewash special hazard identification systems spill or leak containment equipment suppression systems
situations that could lead to emergency protection systems and equipment being impaired must include three or more of the following relevant to the facility	emergency equipment not being maintained emergency lighting and/or exit lighting being damaged, missing impairing exits and/or pathways to exits inability to access emergency equipment inappropriate or noncompliant storage and/or handling of dangerous goods interfering with alarm systems not replacing or replenishing used emergency equipment not reporting damage to emergency equipment or facilities propping open fire or smoke doors

Unit Mapping Information

This unit replaces and is equivalent to PUAWER001B Identify, prevent and report potential facility emergency situations.

Links

PUA Training Package Companion Volume Implementation Guide is found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=3eca5672-6d5a-410b-8942-810d0ba05bbf

Assessment Requirements for PUAFER001 Identify, prevent and report potential facility emergency situations

Modification History

Release 1. This is the first release of this unit of competency in the PUA Public Safety Training Package.

Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all the requirements of the elements, performance criteria and range of conditions on at least one occasion and includes
communicating with team members and stakeholders identifying and reporting situations in a facility that reduce the effectiveness of emergency protection systems and equipment identifying emergency protection systems and equipment present in a facility identifying, monitoring and reporting situations that could lead to emergencies in a facility

Knowledge Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all the requirements of the elements, performance criteria and range of conditions and includes knowledge of
basic types emergency protection systems and equipment principles of operation and limitations of emergency protection systems and equipment installed in a facility procedures for identifying, minimising, or preventing, and reporting situations within a facility that may lead to an emergency safe work practices applicable to a facility that help to prevent emergencies situations at a facility that reduce the effectiveness of emergency protection systems and equipment

Assessment Conditions

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment. As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment. Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate. Assessment must occur in workplace operational situations. Where this is not appropriate, assessment must occur in industry approved simulated workplace operational situations that reflect workplace conditions. Resources for assessment must include access to a range of relevant activities, exercises, case studies and/or simulations relevant and appropriate materials, equipment, tools and personal protective clothing and equipment currently used in industry applicable documentation including organisational procedures, facility emergency response procedures, industry standards, equipment specifications, regulations, codes of practice and operation manuals.

Links

PUA Training Package Companion Volume Implementation Guide is found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=3eca5672-6d5a-410b-8942-810d0ba05bbf

PUAFER004 Respond to facility emergencies

Modification History

Release 1. This is the first release of this unit of competency in the PUA Public Safety Training Package.

Application

This unit of competency involves the skills and knowledge required by occupants to recognise emergencies in a facility, to report emergencies and to take appropriate action during facility emergency situations. It includes preparing for emergency situations, reporting emergencies, responding to emergency warnings and advice, choosing the most appropriate course of action and evacuating from a danger area. The unit has been developed to cover the facilities as specified in Australian Standard (AS) 3745 and AS4083. For this unit, as covered by AS3745 and AS4083, occupants are people attending a facility on a permanent or temporary basis such as an employee, contractor, student, resident but not a visitor or patient and a facility is a building, structure or workplace that is, or may be, occupied by people (occupants). All aspects of the unit must be undertaken in accordance with legislative requirements, organisational policies and procedures and accepted safe practices. It applies to occupants who are required to be ‘emergency aware’ in their facility. No licensing, legislative or certification requirements apply to this unit at the time of publication.

Pre-requisite Unit

Not applicable

Competency Field

Facility Emergency Response

Unit Sector

Public Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Prepare for emergency situations	1.1	Facility emergency procedures to be used by occupants are identified and followed
1.2	Emergency resources in a facility are identified and located
1.3	Emergency response exercises are participated in, in accordance with facility emergency procedures
2	Report emergencies	2.1	Emergencies are identified and reported, in accordance with facility emergency procedures
2.2	Occupants in any immediate danger from an emergency or potential emergency are alerted, in accordance with facility emergency procedures
3	Respond to emergency warnings and advice	3.1	Emergency warnings and advice are responded to, in accordance with facility emergency procedures
3.2	Instructions from emergency control organisation or attending emergency services are complied with during an emergency
4	Choose most appropriate course of action	4.1	Emergencies that require evacuation are determined
4.2	Emergencies that require occupants to shelter-in-place (no evacuation) are determined
4.3	Shelter or refuge is assessed to determine suitability and sustainability when a shelter-in-place response is the preferred option
4.4	Emergencies that require lockdown are determined
4.5	Appropriate cover is assessed when lockdown is required
5	Evacuate from danger area	5.1	Need to evacuate from danger area is determined and issued under facility emergency procedures
5.2	Work area is prepared for evacuation, in accordance with facility emergency procedures
5.3	Area of danger is evacuated, in accordance with facility emergency procedures
5.4	Where it is safe to do so, assistance is provided to occupants who may require it
5.5	Evacuation procedures and instructions from emergency control organisation or emergency response personnel are followed
5.6	Alternative pathways or methods of evacuation are identified, assessed and chosen, in accordance with facility emergency procedures, if usual means of evacuation are blocked or occupants are endangered
5.7	Communication system is used to respond to facility emergencies, in accordance with facility procedures

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range of Conditions

Range is restricted to essential operating conditions and any other variables essential to the work environment. Non-essential conditions may be found in the Companion Volume Implementation Guide.

Unit Mapping Information

This unit replaces and is equivalent to PUAWER004B Respond to facility emergencies.

Links

PUA Training Package Companion Volume Implementation Guide is found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=3eca5672-6d5a-410b-8942-810d0ba05bbf

Assessment Requirements for PUAFER004 Respond to facility emergencies

Modification History

Release 1. This is the first release of this unit of competency in the PUA Public Safety Training Package.

Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all the requirements of the elements and performance criteria on at least one occasion and includes
applying Work, Health and Safety (WHS)/Occupational Health and Safety (OHS) requirements complying with legislation, industry standards, codes of practice and regulations evacuating from work area following facility emergency procedures and direction of emergency control organisation members and/or attending emergency services identifying and evacuating occupants who may require assistance identifying and reporting emergencies maintaining own safety and the safety of others in emergency situations participating in emergency response exercises including briefings, debriefings, simulations, reviews and desk top drills preparing for emergency situations responding to emergency warnings and advice selecting the most appropriate course of action during an emergency

Knowledge Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all the requirements of the elements and performance criteria and includes knowledge of
circumstances where evacuation may need to be modified emergency response exercises including participation in briefings and debriefings evacuation alarms and facility emergency procedures including action to take when evacuation to a location external to the building might expose evacuated occupants and/or personnel to a greater level of danger facility emergency documentation, policies and procedures facility emergency reporting systems and procedures facility emergency warning system, signals and instructions legislation, industry standards, codes of practice and regulations locations of assembly areas and post evacuation actions locations of emergency equipment in a facility roles, responsibilities and authority of emergency personnel, emergency control organisations and emergency response teams types of emergencies, hazards and evacuation actions associated with each one types of occupants who may require assistance where Personal Emergency Evacuations Plans (PEEPs) for occupants who have a disability are kept Work, Health and Safety (WHS)/Occupational Health and Safety (OHS) requirements

Assessment Conditions

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment. As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment. Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate. Assessment must occur in workplace operational situations. Where this is not appropriate, assessment must occur in industry approved simulated workplace operational situations that reflect workplace conditions. Resources for assessment must include access to a range of relevant exercises, case studies and/or simulations that reflect emergency situations that may occur in a facility and include shelter in place, partial evacuation and/or full evacuation relevant and appropriate materials, equipment, tools and personal protective clothing and equipment currently used in industry applicable documentation including organisational policies, facility emergency plan, facility emergency response procedures, industry standards, equipment specifications, regulations, codes of practice and operation manuals.

Links

PUA Training Package Companion Volume Implementation Guide is found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=3eca5672-6d5a-410b-8942-810d0ba05bbf

PUAWHS003 Implement and monitor organisational work, health and safety policies, procedures and programs

Modification History

Release 1. This is the first release of this unit of competency in the Public Safety Training Package.

Application

This unit of competency involves the skills and knowledge required to implementing and monitoring Work, Health and Safety (WHS)/Occupational Health and Safety (OHS) policies, procedures and safety awareness programs in the work place. The unit is applicable to personnel who perform legislated or delegated roles within a public safety organisation and who are required to ensure WHS/OHS policy and procedures are implemented in specific teams and/or work groups. No licensing, legislative or certification requirements apply to this unit at the time of publication.

Pre-requisite Unit

Not applicable

Competency Field

Work, Health and Safety

Unit Sector

Public Safety

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Provide WHS/OHS information to work	1.1	Relevant provisions of Work, Health and Safety (WHS)/Occupational Health and Safety (OHS) legislation and codes of practice are accurately and clearly explained to team and/or work group
1.2	Information on organisational WHS/OHS policies, procedures and safety awareness programs are provided and are clearly explained to the team and/or work group
1.3	Existing hazard information, risk assessment and control procedures are provided and is clearly explained to the team and/or work group
2	Implement and monitor participative arrangements for management of WHS/OHS	2.1	WHS/OHS procedures for team and/or work group consultation are implemented and monitored to ensure all members have an opportunity to contribute
2.2	Issues raised through consultation resolved promptly or are referred to appropriate personnel for resolution, in accordance with organisational procedures
2.3	Outcomes of consultations are communicated to the team and/or work group promptly
3	Implement and monitor organisational procedures for controlling risks	3.1	Existing and potential hazards in the workplace or area are identified and reported, in accordance with organisational procedures
3.2	Organisational procedures to control risks are implemented and monitored by team and/or work group
3.3	Existing risk control measures are monitored, and results are reported, in accordance with organisational procedures
3.4	Existing risk control measures are reviewed, in accordance with the hierarchy of risk control and any variations are reported to designated personnel
3.5	Inadequate resource allocation for implementation of risk control measures are identified and reported to designated personnel
4	Implement organisational procedures for dealing with hazardous events	4.1	Organisational procedures for dealing with hazardous events are implemented, as required, to ensure prompt control action is undertaken
4.2	Hazardous events are investigated to identify cause of the event, in accordance with organisational procedures
4.3	Control measures to prevent recurrence and minimise risk of hazardous events are implemented based on the hierarchy of risk control or are referred to designated personnel for implementation
5	Implement and monitor organisational procedure for providing safety awareness training	5.1	Safety awareness training needs are identified from specified WHS/OHS competencies currently held by team and/or work group members
5.2	WHS/OHS training needs are identified, and training arrangements are implemented, in consultation with relevant personnel
6	Implement and monitor organisational procedures for maintaining WHS/OHS records	6.1	WHS/OHS records for work place or area are accurately completed, in accordance with organisational requirements
6.2	Information from WHS/OHS records is used to identify hazards and monitor risk control procedures within work place or area, in accordance with organisational procedures and duty of care responsibilities

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range of Conditions

Range is restricted to essential operating conditions and any other variables essential to the work environment. Non-essential conditions may be found in the Companion Volume Implementation Guide.

Unit Mapping Information

This unit replaces and is equivalent to PUAOHS003B Implement and monitor the organisation's occupational health and safety policies, procedures and programs.

Links

PUA Training Package Companion Volume Implementation Guide is found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=3eca5672-6d5a-410b-8942-810d0ba05bbf

Assessment Requirements for PUAWHS003 Implement and monitor organisational work, health and safety policies, procedures and programs

Modification History

Release 1. This is the first release of this unit of competency in the Public Safety Training Package.

Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all the requirements of the elements and performance criteria on at least one occasion and includes
applying Work, Health and Safety (WHS)/Occupational Health and Safety (OHS) requirements communicating information orally and in writing completing organisational documentation implementing and monitoring participative arrangements for the management of WHS/OHS organisational requirements implementing safety awareness programs providing WHS/OHS information and organisational policies, procedures and safety awareness programs to team and/or work group working with organisational policies and implementing and monitoring organisational procedures for identifying hazards and assessing risks, controlling hazards and risks, dealing with hazardous events, providing safety awareness training and maintaining WHS/OHS records

Knowledge Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all the requirements of the elements and performance criteria and includes knowledge of
duty of care obligations and responsibilities emergency services including contact details and availability hazardous events hierarchy of risk control including elimination of hazards, substitute hazard with something safer, isolate hazard from people, reduction of risk through engineering controls, reduction of exposure to hazard using administrative actions and use of personal protection clothing and equipment organisational documentation, policies and procedures including implementing accident investigations, completing accident reporting and dealing with hazardous event procedures principles and procedures relating to organisational Work, Health and Safety (WHS)/Occupational Health and Safety (OHS) policies and procedures provisions of WHS/OHS legislated requirements root cause analysis requirements safety awareness programs work place or area layout

Assessment Conditions

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment. As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment. Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate. Assessment must occur in workplace operational situations. Where this is not appropriate, assessment must occur in industry approved simulated workplace operational situations that reflect workplace conditions. Resources for assessment must include access to a range of relevant exercises, case studies and/or simulations relevant and appropriate materials, equipment, tools and personal protective clothing and equipment currently used in industry applicable documentation including organisational policies and procedures, industry standards, equipment specifications, regulations, codes of practice and operation manuals.

Links

PUA Training Package Companion Volume Implementation Guide is found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=3eca5672-6d5a-410b-8942-810d0ba05bbf

RIIVEH305E Operate and maintain a four wheel drive vehicle

Modification History

Release	Comment
1	This unit replaces RIIVEH305D Operate and maintain a four wheel drive vehicle. Amended element 5 and performance evidence to use of recovery equipment and remove use of snatch straps. Added mapping table.

Application

This unit describes the skills and knowledge required to operate and maintain a four wheel drive vehicle in the Resources and Infrastructure Industries.

This unit is appropriate for those working in supervisory and technical specialist roles.

Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and industry sectors. Relevant information must be sourced prior to application of the unit.

Elements and Performance Criteria

1. Identify four-wheel drive specific terms, terminology and techniques	1.1 Access, interpret and apply four wheel drive vehicle documentation and ensure the work activity is compliant 1.2 Identify the structural and handling differences between a conventional two wheel drive and a four-wheel drive vehicle 1.3 Identify and demonstrate the purpose and use of front wheel hubs 1.4 Identify factors affecting tyre size, fitment, rating, and pressure 1.5 Identify recovery hooks and mounting features 1.6 Identify hazards associated with incorrect use of vehicle features or equipment
2. Plan for minimal environmental impact	2.1 Determine types of impact likely to occur during four-wheel driving activities 2.2 Demonstrate compliance with land management principles and policies when planning exploration activities 2.3 Comply with policies and management plans relevant to the activity area 2.4 Plan and conduct activities in a manner which minimises environmental impact 2.5 Adopt and implement procedures to ensure minimisation of harm to the environment from four-wheel drive activities 2.6 Demonstrate cooperation and consideration towards other land users
3. Perform pre-departure checks	3.1 Perform routine pre-departure checks under the bonnet, under the body, on external and internal items and accessories 3.2 Take action to correct any deficiency 3.3 Determine food and water requirements for journey 3.4 Select navigation equipment 3.5 Interpret weather conditions, determine suitability for driving 3.6 Apply safe vehicle loading practices 3.7 Secure items of personal luggage 3.8 Advise passengers of any special safety precautions to be taken when traversing rough terrain
4. Use four-wheel drive mode	4.1 Operate four-wheel drive both on and off road, in accordance with road rules, principles of four-wheel driving and WHS regulations 4.2 Apply smooth accelerator control strategies over a range of terrain types 4.3 Demonstrate recommended braking techniques for hard top surfaces and off road conditions 4.4 Identify situations where the engagement of four-wheel drive is required 4.5 Engage four-wheel drive mode 4.6 Survey track to identify hazards, asses risk and select a best route 4.7 Select routes to minimise damage to the environment 4.8 Use appropriate range, gear, speed, driving and braking technique, negotiate a range of terrain types whilst maintaining control of vehicle, being aware of contextual/environment issues 4.9 Maintain appropriate hand positioning on steering wheel 4.10 Check brakes and undercarriage after negotiating varying terrain 4.11 Assess and perform repairs to damaged tracks 4.12 Use standard operating procedures when travelling in company with other vehicles
5. Coordinate and recover a vehicle	5.1 Apply work procedures to ensure risk assessment, safe operating practices, and communication requirements are adhered to 5.2 Identify equipment and methods to recover a stuck vehicle 5.3 Identify risks associated with vehicle recovery and develop and implement strategies to minimise risks 5.4 Identify correctly rated recovery equipment and attachment points 5.5 Demonstrate procedures for preparing vehicles for recovery 5.6 Identify techniques to minimise impact on the environment during vehicle recovery 5.7 Coordinate safe recovery of a four-wheel drive vehicle using designated equipment and recovery method 5.8 Perform post recovery checks and report any vehicle or environmental repairs needed 5.9 Return recovery equipment to a reusable condition
6. Perform maintenance and minor repairs on four-wheel drive vehicles	6.1 Select/access maintenance equipment, including spares and fluids, prior to departure, considering contextual issues of the trip 6.2 Check vehicles prior to and regularly during trip, and perform routine maintenance/repair tasks 6.3 Submit vehicle written performance reports 6.4 Demonstrate safe use of a jack to change a wheel on a four-wheel drive vehicle

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit. Further information is available in the Resources and Infrastructure Industry Training Package Companion Volume.

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
RIIVEH305E Operate and maintain a four wheel drive vehicle	RIIVEH305D Operate and maintain a four wheel drive vehicle	Amended element 5 and performance evidence to use of recovery equipment and remove use of snatch straps. Added mapping table.	Not equivalent

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=88a61002-9a21-4386-aaf8-69c76e675272

Assessment Requirements for RIIVEH305E Operate and maintain a four wheel drive vehicle

Modification History

Release	Comment
1	This unit replaces RIIVEH305D Amended element 5 and performance evidence to use of recovery equipment and remove use of snatch straps. Added mapping table.

Performance Evidence

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies relevant documentation, policies and procedures

works effectively with others to undertake and complete effective operation and maintenance of a four wheel drive vehicle to meet all required outcomes including:

preparing for and organising work activities to meet all task requirements

communicating clearly and concisely with others to receive and clarify work instructions

using a range of communication techniques and aids to advise others of work activity

demonstrates completion of the operation and maintenance of a four wheel drive vehicle that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

performing pre-departure checks

selecting and programming navigation equipment

operating a four wheel drive vehicle on and off road

applying correct braking techniques according to terrain

engaging four wheel drive mode

carrying out stop stall key start recovery procedures (only applies to manual licencees)

selecting routes and applying techniques to minimise damage to the environment

identifying and using multiple types of recovery equipment

performing recovery of four wheel drive

operating a jack to support a four wheel drive on unstable ground

Knowledge Evidence

The candidate must demonstrate knowledge of the following when operating and maintaining a four wheel drive vehicle:

problem solving skills for operation and maintenance of a four wheel drive vehicle

handover procedures

technical information, including manufacturer’s manuals related to operation and maintenance of a four wheel drive vehicle

operating vehicles within specifications and limitations

faults in vehicles and ancillary equipment

driving techniques and handling characteristics of four-wheel drives in different terrain

differences between optional four-wheel drive and constant four-wheel drive vehicles and their impacts on vehicle operation and capability

tyre management principles

hazards associated with vehicle recovery, including:

slopes

pot holes

power lines

wet, slippery conditions

mud

changes in terrain

obstacles such as tree branches or poles

travelling in convoy

area restrictions

knowledge of basic four wheel drive maintenance procedures, including:

charging batteries

changing fuses and globes

jump-starting

battery safety

Assessment Conditions

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors; and industry regulations for certification and licensing; and,

this unit must be assessed in the context of this sector’s work environment; and,

this unit must be assessed in compliance with relevant legislation/regulation and using policies, procedures, processes and operational manuals directly related to the industry sector for which it is being assessed; and,

assessment may be conducted in conjunction with the assessment of other units of competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this unit of competency, and through the minimum years of current* work experience specified below in an industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an industry subject matter expert. The industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the industry sector, including time spent in roles related to the unit being assessed; and,

assessor and Industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or industry sector as follows:

Industry sector	AQF** Level	Required assessor or industry subject matter expert experience
Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Construction	1	1 Year
2	2 Years
Drilling, Coal Mining and Extractive (Quarrying)	3-6	3 Years
Metalliferous Mining and Civil Construction	3-6	5 Years
Other sectors	Where this unit is being assessed outside of the Resources and Infrastructure Sectors, assessor and/or industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and, where no industry standard is specified, should comply with any relevant regulation.

*Assessors can demonstrate current work experience through employment within industry in a role relevant to the outcomes of the unit; or, for external assessors this can be demonstrated through exposure to industry by conducting frequent site assessments across various locations.

**Where a unit is being delivered outside of a qualification the first numeric character in the unit code should be considered to indicate the AQF level.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=88a61002-9a21-4386-aaf8-69c76e675272

RIIWHS202D Enter and work in confined spaces

Modification History

Release	Comment
1	The unit replaces RIIOHS202A Enter and work in confined spaces.
2	Editorial corrections.
3	Amended Application field.
4	Required frequency and volume of evidence amended in Performance evidence. Substantial amendments made in Assessment Conditions field, including: references to Industry Sectors, assessor and subject matter expert experience requirements, how assessment should be conducted and what it should confirm.

Application

This unit describes a participant’s skills and knowledge required to enter and work in confined spaces in the Resources and Infrastructure Industries.

This unit is appropriate for those working in operational roles undertaking work in confined spaces.

Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and Industry sectors. Relevant information must be sourced prior to application of the unit.

Note: The terms Occupational Health and Safety (OHS) and Work Health and Safety (WHS) are equivalent and generally either can be used in the workplace. In jurisdictions where the National Model WHS Legislation has not been implemented RTOs are advised to contextualise the unit of competency by referring to the existing State/Territory OHS legislative requirements.

Elements and Performance Criteria

1 Plan and prepare for working in confined space	1.1 Access, interpret and apply procedures for confined space entry and the environmental management plan and ensure the work activity is compliant 1.2 Obtain, confirm, clarify and apply work instructions and agreed procedure 1.3 Obtain, confirm, clarify and apply safety requirements 1.4 Obtain and confirm authorisation (entry permit) meets regulatory requirements 1.5 Confirm the emergency response procedure is with the stand-by person and understood 1.6 Identify, obtain and implement signage and barrier requirements 1.7 Select tools and equipment for the tasks, check for serviceability and rectify or report any faults 1.8 Identify, confirm and apply the environmental protection requirements 1.9 Position rescue equipment by the entry permit
2 Work in confined space	2.1 Gain access to confined space 2.2 Ensure that the atmosphere is tested and monitored for harmful elements 2.3 Correctly apply tagging and lock-out procedures 2.4 Enter the confined space correctly 2.5 Maintain ongoing communication with the stand-by person 2.6 Comply with entry permit requirements 2.7 Monitor and adhere to allocated entry time
3 Exit confined space	3.1 Exit confined space correctly 3.2 Recover tools, equipment and materials 3.3 Conduct inspection of the confined space 3.4 Secure access to the confined space 3.5 Remove tagging and lock-out 3.6 Accurately complete confined space entry permit
4 Clean up	4.1 Clear work area and dispose of or recycle materials 4.2 Clean, check, maintain and store tools and equipment 4.3 Remove, clean and store barriers and signs

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit. Further information is available in the Resources and Infrastructure Industry Training Package Companion Volume.

Unit Mapping Information

RIIOHS202A Entering and working in confined spaces

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=88a61002-9a21-4386-aaf8-69c76e675272

Assessment Requirements for RIIWHS202D Enter and work in confined spaces

Modification History

Release	Comment
1	The unit replaces RIIOHS202A Enter and work in confined spaces.
2	Editorial corrections.
3	Amended Application field.
4	Required frequency and volume of evidence amended in Performance evidence. Substantial amendments made in Assessment Conditions field, including: references to Industry Sectors, assessor and subject matter expert experience requirements, how assessment should be conducted and what it should confirm.

Performance Evidence

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies relevant documentation, policies and procedures

demonstrates completion of entering and working in confined spaces that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

obtain appropriate entry permit and instructions for performing work in confined space

interpreting and applying safe work method statements

apply tagging and lock out

selecting, wearing and caring for personal protective equipment applicable to all tasks and environment identified

entering the confined space

using atmospheric monitoring devices prior to entering the confined space

working in the confined space

using atmospheric monitoring devices during confined space activity

applying safe materials handling methods

exiting the confined space

remove tagging and lock out

Knowledge Evidence

The candidate must demonstrate knowledge of enter and work in confined spaces through:

identifying areas that constitute confined spaces

complying with site and equipment safety requirements

complying with the entry and exit procedures, risks and regulations

types of air contaminants and toxic gases

identifying the limitations of breathing apparatus

identifying equipment types, characteristics, technical capabilities and limitations

complying with site isolation and site control responsibilities and authorities

locations of safety data sheets (SDS) information and application

using confined space and Industry terminology

Assessment Conditions

An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; and Industry regulations for certification and licensing; and,

this unit is best assessed in the context of this sector’s work environment;

where personal safety or environmental damage are limiting factors, assessment may occur in a simulated environment provided it is realistic and sufficiently rigorous to cover all aspects of this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills; and,

this unit must be assessed in compliance with relevant legislation/regulation and using policies, procedures, processes and operational manuals directly related to the industry sector for which it is being assessed; and,

assessment may be conducted in conjunction with the assessment of other Units of Competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this Unit of Competency, and through the minimum years of current* work experience specified below in an Industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an Industry subject matter expert. The Industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An Industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the Industry sector, including time spent in roles related to the unit being assessed; and,

assessor and Industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or Industry Sector as follows:

Industry sector	AQF** Level	Required assessor or Industry subject matter expert experience
Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Construction	1	1 Year
2	2 Years
Drilling, Coal Mining and Extractive (Quarrying)	3-6	3 Years
Metalliferous Mining and Civil Construction	3-6	5 Years
Other sectors	Where this Unit is being assessed outside of the Resources and Infrastructure Sectors assessor and/or Industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and where no Industry standard is specified should comply with any relevant regulation.

*Assessors can demonstrate current work experience through employment within Industry in a role relevant to the outcomes of the Unit; or, for external assessors this can be demonstrated through exposure to Industry by conducting frequent site assessments across various locations.

**Where a unit is being delivered outside of a Qualification the first numeric character in the Unit code should be considered to indicate the AQF level

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=88a61002-9a21-4386-aaf8-69c76e675272

RIIWHS204D Work safely at heights

Modification History

Release	Comments
1	This unit replaces RIIOHS204A Work safely at heights.
2	Formatting corrections.
3	Inserted Application information.
4	Required frequency and volume of evidence amended in Performance evidence. Substantial amendments made in Assessment Conditions field, including: references to Industry Sectors, assessor and subject matter expert experience requirements, how assessment should be conducted and what it should confirm.

Application

This unit describes a participant’s skills and knowledge required to work safety at heights in the Resources and Infrastructure Industries.

This unit it appropriate for those working in operational roles where they are required to perform work at heights.

Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and Industry sectors. Relevant information must be sourced prior to application of the unit.

Note: The terms Occupational Health and Safety (OHS) and Work Health and Safety (WHS) are equivalent and generally either can be used in the workplace. In jurisdictions where the National Model WHS Legislation has not been implemented RTOs are advised to contextualise the unit of competency by referring to the existing State/Territory OHS legislative requirements.

Elements and Performance Criteria

1. Identify work requirements	1.1 Access, interpret and apply height safety procedures and ensure the work activity is compliant 1.2 Inspect site to determine layout and physical condition, condition of structures, prevailing weather conditions, equipment requirements and potential hazards 1.3 Adhere to WHS requirements 1.4 Identify, select and check safety equipment for serviceability 1.5 Identify, manage and report potential risks and hazards
2. Identify work procedures and instructions	2.1 Consult with authorised personnel to select materials, tools and equipment and check for serviceability 2.2 Select, wear and care for personal protective equipment 2.3 Inspect/install fall protection and perimeter protection equipment 2.4 Identify approved methods of moving tools and equipment to work area and minimise potential hazards associated with tools at heights 2.5 Ensure safety system has been installed correctly 2.6 Select and install appropriate signs and barricades
3. Access and install equipment	3.1 Consult with authorised personnel to ensure anchor fall protection and associated equipment is correctly fitted and adjusted 3.2 Ensure all required equipment is installed 3.3 Use recommended methods to access work area for people, tools and equipment 3.4 Locate tools and materials to eliminate or minimise the risk of items being knocked down
4. Perform work at heights	4.1 Check access from ground to work area and ensure it is safe 4.2 Keep fall equipment in place and adjusted appropriately for movement during work 4.3 Undertake manual handling of materials and equipment 4.4 Locate materials and equipment ensuring that they are safely secured and distributed 4.5 Check safety system periodically for compliance 4.6 Monitor risk control measures to ensure that they are effective and appropriate 4.7 Reassess risk control measures, as required, in accordance with changed work practices and/or site conditions and undertake alterations
5. Clean up work area	5.1 Consult with authorised personnel to ensure safety system is dismantled and removed 5.2 Clear work area and dispose of or recycle materials 5.3 Clean, check, maintain and store tools and equipment

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit. Further information is available in the Resources and Infrastructure Industry Training Package Companion Volume.

Unit Mapping Information

RIIOHS204A Working safely at heights

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=88a61002-9a21-4386-aaf8-69c76e675272

Assessment Requirements for RIIWHS204D Work safely at heights

Modification History

Release	Comments
1	This unit replaces RIIOHS204A Work safely at heights.
2	Formatting corrections.
3	Inserted Application information.
4	Required frequency and volume of evidence amended in Performance evidence. Substantial amendments made in Assessment Conditions field, including: references to Industry Sectors, assessor and subject matter expert experience requirements, how assessment should be conducted and what it should confirm.

Performance Evidence

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies relevant documentation, policies and procedures

demonstrates completion of working safely at heights that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

accessing, interpreting and applying technical and safety information for working at heights

assessing hazards and risk associated with working at heights and implement control methods

selecting wearing and caring for personal protective equipment

identifying required safety systems including fall protection and associated equipment

checking that fitting, adjusting and anchoring of fall protection and associated equipment is correct

performing work safely at heights

Knowledge Evidence

The candidate must demonstrate knowledge of the following when working safely at heights:

names and functions of equipment, components and materials

complying with equipment manufacturer’s instructions and specifications

safe shifting and handling of tools and materials

adhering to statutory and regulatory authority requirements

the nature of work undertaken at heights

complying with heights safety systems

the processes of providing for safe working practices

using safety equipment/systems and considerations to facilitate working safely at heights

complying with safe work methods

Assessment Conditions

An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; and Industry regulations for certification and licensing; and,

this unit is best assessed in the context of this sector’s work environment;

where personal safety or environmental damage are limiting factors, assessment may occur in a simulated environment provided it is realistic and sufficiently rigorous to cover all aspects of this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills; and,

this unit must be assessed in compliance with relevant legislation/regulation and using policies, procedures, processes and operational manuals directly related to the industry sector for which it is being assessed; and,

assessment may be conducted in conjunction with the assessment of other Units of Competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this Unit of Competency, and through the minimum years of current* work experience specified below in an Industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an Industry subject matter expert. The Industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An Industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the Industry sector, including time spent in roles related to the unit being assessed; and,

assessor and Industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or Industry Sector as follows:

Industry sector	AQF** Level	Required assessor or Industry subject matter expert experience
Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Construction	1	1 Year
2	2 Years
Drilling, Coal Mining and Extractive (Quarrying)	3-6	3 Years
Metalliferous Mining and Civil Construction	3-6	5 Years
Other sectors	Where this Unit is being assessed outside of the Resources and Infrastructure Sectors assessor and/or Industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and where no Industry standard is specified should comply with any relevant regulation.

*Assessors can demonstrate current work experience through employment within Industry in a role relevant to the outcomes of the Unit; or, for external assessors this can be demonstrated through exposure to Industry by conducting frequent site assessments across various locations.

**Where a unit is being delivered outside of a Qualification the first numeric character in the Unit code should be considered to indicate the AQF level

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=88a61002-9a21-4386-aaf8-69c76e675272

RIIWHS403D Apply the mine work health and safety management plan

Modification History

Release	Comment
1	The unit replaces RIIOHS403A Apply the mine occupational health and safety management plan.
2	Editorial corrections. Amended Application field.
3	Required frequency and volume of evidence amended in Performance evidence. Substantial amendments made in Assessment Conditions field, including: references to Industry Sectors, assessor and subject matter expert experience requirements, how assessment should be conducted and what it should confirm.

Application

This unit describes a participant’s skills and knowledge required to apply the mine work health and safety management plan within Coal and Metalliferous mining.

This unit is appropriate for those working in supervisory roles where risk needs to be managed.

Licensing, legislative, regulatory and certification requirements that apply to this unit can vary between states, territories, and Industry sectors. Relevant information must be sourced prior to application of the unit.

Note: The terms Occupational Health and Safety (OHS) and Work Health and Safety (WHS) are equivalent and generally either can be used in the workplace. In jurisdictions where the National Model WHS Legislation has not been implemented RTOs are advised to contextualise the unit of competency by referring to the existing State/Territory OHS legislative requirements.

Elements and Performance Criteria

1. Identify and interpret the requirements of the Work Health and Safety Management Plan	1.1 Access, interpret and apply the Mine Work Health and Safety Management Plan and ensure the work activity is compliant 1.2 Access, interpret and clarify the Work Health and Safety Management Plan 1.3 Identify, clarify and communicate roles, responsibilities and tasks to others 1.4 Identify, obtain and allocate resources and equipment required for the application of the Work Health and Safety Management Plan 1.5 Identify individual training needs 1.6 Identify, report and review the major hazards, and review established procedures 1.7 Determine appropriate controls for hazards and develop risk control measures 1.8 Identify potential safety, health or hygiene risks
2. Apply Work Health and Safety Management Plan	2.1 Determine requirements of the Work Health and Safety Management Plan 2.2 Assess and communicate the nature and scope of the incidents 2.3 Prepare an action plan in consultation with others to maintain health and safety 2.4 Apply and monitor health and safety plans and procedures 2.5 Apply procedures for monitoring, recording and reporting on hazards
3. Monitor effectiveness of WHS control measures	3.1 Monitor the application of health and safety procedures and control measures 3.2 Monitor the activities of others in relation to any major hazards 3.3 Monitor the use, effectiveness and appropriateness of safety procedures including adequate personal protective equipment, systems and measures 3.4 Monitor systems and procedures for manual and assisted handling 3.5 Monitor the health aspects relevant to work activities and requirements 3.6 Monitor adequacy of control measures and revise where necessary 3.7 Action or recommend changes to improve the health and safety aspects of the job 3.8 Investigate and report any accident or near miss 3.9 Maintain written WHS records of work injury, incidents, health and hygiene issues 3.10 Report verbally and in writing WHS issues which need resolving by others

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit. Further information is available in the Resources and Infrastructure Industry Training Package Companion Volume.

Unit Mapping Information

RIIOHS403A Apply the mine occupational health and safety management plan

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=88a61002-9a21-4386-aaf8-69c76e675272

Assessment Requirements for RIIWHS403D Apply the mine work health and safety management plan

Modification History

Release	Comment
1	The unit replaces RIIOHS403A Apply the mine occupational health and safety management plan.
2	Editorial corrections. Amended Application field.
3	Required frequency and volume of evidence amended in Performance evidence. Substantial amendments made in Assessment Conditions field, including: references to Industry Sectors, assessor and subject matter expert experience requirements, how assessment should be conducted and what it should confirm.

Performance Evidence

Evidence is required to be collected that demonstrates a candidate’s competency in this unit. Evidence must be relevant to the roles within this sector’s work operations and satisfy all of the requirements of the performance criteria of this unit and include evidence that the candidate:

locates and applies relevant legislation, documentation, policies and procedures

demonstrates completion of the application of the mine work health and safety management plan that safely, effectively and efficiently meets all of the required outcomes on more than one (1) occasion including:

providing clear and timely instruction and supervision of those involved in applying the mine Work Health and Safety Management Plan

identifying and reporting on risks

evaluating hazards and reviewing procedures to eliminate or manage hazards

determining health & hygiene training needs of site personnel

writing an action plan to maintain site health and safety that specifies resources and plans to control established hazards

organising activities on site to support the plan requirement

applying and monitoring mine site procedures and systems

conducting enquiries/investigations and preparing written reports of outcomes

recording of injury, incidents and health and hygiene issues

accessing, evaluating and applying data from monitoring systems and equipment / plant

reviewing and auditing site processes and techniques

Knowledge Evidence

The candidate must demonstrate knowledge of the following when applying the mine Work Health and Safety Management Plan:

relevant legislative and industry WHS standards and compliance requirements

relevant work processes

health and hygiene standards

isolation of plant and equipment techniques

hazard identification and risk management

observation and inspection methods

impacts of drug and substance abuse on fitness for work

relevant mine hazards associated with:

hazardous substances, dusts, noise, vibration

the mining processes

explosives (where used)

high-wall/low-wall failure and water ingress

mining equipment and haul roads

emergency procedure planning and preparation

conventional signage use

Assessment Conditions

An assessor of this unit must satisfy the requirements of the NVR/AQTF or their successors; and Industry regulations for certification and licensing; and,

this unit is best assessed in the context of this sector’s work environment;

where personal safety or environmental damage are limiting factors, assessment may occur in a simulated environment provided it is realistic and sufficiently rigorous to cover all aspects of this sector’s workplace performance, including environment, task skills, task management skills, contingency management skills and job role environment skills; and,

this unit must be assessed in compliance with relevant legislation/regulation and using policies, procedures, processes and operational manuals directly related to the industry sector for which it is being assessed; and,

assessment may be conducted in conjunction with the assessment of other Units of Competency; and,

assessment must confirm consistent performance can be applied in a range of relevant workplace circumstances; and,

assessors must demonstrate the performance evidence, and knowledge evidence as outlined in this Unit of Competency, and through the minimum years of current* work experience specified below in an Industry sector relevant to the outcomes of the unit; or,

where the assessor does not meet experience requirements a co-assessment or partnership arrangement must exist between the qualified assessor and an Industry subject matter expert. The Industry subject matter expert should hold the unit being assessed (or an equivalent unit) and/or demonstrate equivalence of skills and knowledge at the unit level. An Industry technical expert must also demonstrate skills and knowledge from the minimum years of current work experience specified below in the Industry sector, including time spent in roles related to the unit being assessed; and,

assessor and Industry subject matter expert requirements differ depending on the Australian Qualifications Framework Level (AQF) of the qualification being assessed and/or Industry Sector as follows:

Industry sector	AQF** Level	Required assessor or Industry subject matter expert experience
Drilling, Metalliferous Mining, Coal Mining, Extractive (Quarrying) and Civil Construction	1	1 Year
2	2 Years
Drilling, Coal Mining and Extractive (Quarrying)	3-6	3 Years
Metalliferous Mining and Civil Construction	3-6	5 Years
Other sectors	Where this Unit is being assessed outside of the Resources and Infrastructure Sectors assessor and/or Industry subject matter expert experience should be in-line with industry standards for the sector in which it is being assessed and where no Industry standard is specified should comply with any relevant regulation.

*Assessors can demonstrate current work experience through employment within Industry in a role relevant to the outcomes of the Unit; or, for external assessors this can be demonstrated through exposure to Industry by conducting frequent site assessments across various locations.

**Where a unit is being delivered outside of a Qualification the first numeric character in the Unit code should be considered to indicate the AQF level

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=88a61002-9a21-4386-aaf8-69c76e675272

SIRXCEG002 Assist with customer difficulties

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to solve customer problems and use techniques to deal with customer difficulties.

It applies to individuals working in frontline customer service roles in a diverse range of industry sectors and business contexts. They operate with independence and under limited supervision and guidance from others, and within established organisational policies and procedures.

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

Pre-requisite Unit

Nil

Competency Field

Customer Engagement

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Deal with customer complaints.	1.1.Recognise customer dissatisfaction and take action to avoid escalation. 1.2.Follow organisational policies and procedures to respond to customer complaints according to own level of responsibility and seek solutions in consultation with the customer. 1.3.Refer complex and escalated customer complaints to relevant personnel. 1.4.Maintain a positive and cooperative manner during all customer interactions. 1.5.Report on customer complaints following organisational procedures.
2. Process refunds and exchanges.	2.1.Identify reasons for refunds and exchanges, and offer a replacement or alternative product to maximise sales opportunities. 2.2.Process refunds and exchanges and record details according to organisational policies and procedures.
3. Deal with difficult customers.	3.1.Identify difficult or abusive customers and take swift and tactful action to prevent escalation of problem. 3.2.Identify situations where personal safety of self, customers or team members may be threatened, and seek appropriate assistance.
4. Provide feedback on customer service.	4.1.Identify consistent and potential customer difficulties and report to relevant personnel for action to prevent future customer dissatisfaction. 4.2.Offer suggestions and solutions to relevant personnel for improved customer experiences.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Oral communication skills to:	ask open and closed questions and actively listen to determine and meet customer preferences.
Self-management skills to:	manage personal emotions in difficult situations.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXCEG002 Assist with customer difficulties

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

follow organisational policies and procedures to appropriately respond to four customer difficulties that individually or cumulatively involve:

customer complaint

dissatisfied customer

product or service issue

product or service refunds

demonstrate the appropriate steps for responding to two of the following difficult customers:

customers that are unable to be pacified

customer displaying verbal aggression

customer displaying threatening behaviour

drug or alcohol affected customer.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

processing refunds and exchanges

resolving customer complaints

recording customer complaints

dealing with difficult customers:

customers that are unable to be pacified

customer displaying verbal aggression

customer displaying threatening behaviour

drug or alcohol affected customer

escalated customer complaints

techniques for:

identifying customer dissatisfaction

preventing escalation of customer complaints

resolving complaints to maintain brand integrity

communicating with dissatisfied customers

commercial impacts of:

cost of refunds and exchanges

loss to business resulting from customer dissatisfaction

negative word of mouth

value and role of customer feedback in improving service delivery

key aspects of consumer protection laws relevant to the selling of products and services:

organisational responsibilities and rights

customer rights

refunds and exchanges

common causes of customer difficulties.

Assessment Conditions

Skills must be demonstrated in a services industry environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant documentation:

organisational policies and procedures for:

processing refunds and exchanges

resolving customer complaints

recording customer complaints

dealing with difficult customers:

customers that are unable to be pacified

customer displaying verbal aggression

customer displaying threatening behaviour

drug or alcohol affected customer

escalated customer complaints

current plain English regulatory documents distributed by government regulators outlining key aspects of consumer protection laws

customers with whom the individual can interact; these can be:

individuals in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment

assessment activities that allow the individual to work with commercial speed, timing and productivity.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXCEG004 Create a customer-centric culture

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to manage and ensure the delivery of customer service standards and work with team members to improve customer experiences.

It applies to individuals working in customer service management roles in a diverse range of industry sectors and business contexts. They operate independently with some responsibility for others and decision making, and within established organisational policies and procedures.

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

Pre-requisite Unit

Nil

Competency Field

Customer Engagement

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Promote a customer focused culture.	1.1.Ensure team understanding of and commitment to providing quality customer service and enhancing the customer’s experience. 1.2.Promote customer service standards within the team and encourage ownership over delivery of service standards. 1.3.Act as a positive role model displaying customer centric behaviours and consistently delivering on customer service standards.
2. Foster the customer culture.	2.1.Ensure adequate team resourcing to ensure delivery on customer service standards. 2.2.Monitor customer service and take action when standards are not met. 2.3.Provide feedback to team on their ability to meet customer service standards. 2.4.Provide coaching to team members to enhance customer service delivery.
3. Monitor and adjust customer service.	3.1.Seek feedback from team and customers on customer service standards. 3.2.Review customer trends and demands and seek opportunities to enhance customer experience based on findings. 3.3.Develop and document customer service improvement plans in consultation with the team.

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXCEG004 Create a customer-centric culture

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

monitor and review customer service standards, on three different occasions, and document a plan to improve customer service standards based on observations

demonstrate the following approaches to promoting a customer-centric culture:

role-modelling customer service standards

observing standard of customer service delivery

coaching team members towards improvement

identifying and rectifying customer service delivery issues.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

principles of quality customer service:

customer expectations

enhancing customer experience

techniques for:

coaching others

providing performance feedback

seeking feedback

monitoring and reviewing customer services standards

improving customer service standards

organisational customer services standards:

professional service standards

designated response times

customer service procedures

resources required to deliver on customer service standards

commercial impact of:

quality customer service

poor customer service

positive and negative customer reviews

value and role of customer feedback in improving service delivery.

Assessment Conditions

Skills must be demonstrated in a services industry environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

organisational customer service standards:

professional service standards

designated response times

customer service procedures

resources required to deliver on customer service standards

team members and customers; these can be:

individuals in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXCEG005 Maintain business to business relationships

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to develop and maintain relationships with business customers by identifying customer needs and improving outcomes.

It applies to individuals working in customer service roles in a diverse range of wholesale businesses. They operate with independence and under limited supervision and guidance from others, and within established organisational policies and procedures.

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

Pre-requisite Unit

Nil

Competency Field

Customer Engagement

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Maintain contact with business customers.	1.1.Confirm relevant contact personnel for each business or account customer. 1.2.Document and maintain currency of contact details. 1.3.Participate in, and contribute to, team activities to provide services to business customers. 1.4.Identify and build external relationships to improve supply chain efficiency. 1.5.Maintain business customer contact according to organisational policies and procedures.
2. Identify business customer needs.	2.1.Confirm the mechanisms to identify business customer needs. 2.2.Consult relevant customer contacts to review their business needs. 2.3.Review current business and promotional activities, and determine future needs for individual customers. 2.4.Outline and confirm trading terms for specific business customers. 2.5.Confirm and apply organisational pricing policies and procedures. 2.6.Process information about business using the latest forecasts of current and future trends.
3. Improve business customer outcomes and business relationships.	3.1.Report, promote and advocate for the needs of business customers and end consumers within the organisation. 3.2.Identify and use quality assurance and compliance procedures to qualify and quantify business customer needs. 3.3.Identify and discuss ideas about improving sales service and performance with colleagues and customers 3.4.Ensure the standards of quality required to meet business customer service needs and expectations are met. 3.5.Recognise deficiencies in service provided to business customers and rectify to customer satisfaction in line with own level of responsibility. 3.6.Anticipate future needs of business customers and plan and document activities accordingly. 3.7.Provide regular, effective and targeted feedback to business customers regarding services and the value that is provided.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Technology skills to:	source information about current and future trends.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXCEG005 Maintain business to business relationships

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

build sustainable relationships with two business customers, and for each customer:

identify specific needs

determine options to meet needs

select and use communication strategies suited to the customer

confirm trading terms according to organisational policies and procedures.

develop and document activities for improved customer outcomes and relationship.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

building relationships with business customers

pricing

factors that impact business to business relationships

interpersonal communication techniques that facilitate:

building sustainable relationships with business customers

consultation on needs

negotiation

presentation

sources of information on:

product and supply arrangements for customers

current and future trends

different types of promotional activities and their features in a business to business context

factors that impact trading terms:

continuous improvement

due diligence requirements

infrastructure and capital outlay requirements

intellectual property and technology rights

market position

organisational systems integration and compatibility

planning cycles and timing

risk sharing

supply chain management

agreed terms and conditions

key aspects of legislation that impact sales work in a business-to-business context including Australian Consumer Law.

Assessment Conditions

Skills must be demonstrated in a services industry environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

sources of product information

organisational policies and procedures for:

building relationships with business customers

pricing

forecasts for current and future market trends

business customers with different requirements; these can be:

individuals in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXECM002 Prepare digital content

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to prepare written and visual digital content for use across online platforms and ecommerce sites. It requires the ability to determine content requirements, create content that aligns with both organisational and customer needs, and complete content uploading.

It applies to individuals working in operational roles in a diverse range of businesses that operate online to sell products and services. They operate with some independence, under limited supervision and guidance from others, and within established organisational policies and procedures.

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

Pre-requisite Unit

Nil

Competency Field

Ecommerce

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine digital content needs.	1.1. Determine organisational written and visual digital content needs. 1.2. Access and review organisational templates and content style guides to inform content development and ensure content consistency. 1.3. Identify platform functionality and limitations to inform content development. 1.4. Determine use of content across internal and external platforms to inform content development and allow ease of use across multiple platforms. 1.5. Access product and organisational information required for content development. 1.6. Plan content development that aligns with organisational branding and marketing activity.
2. Develop written content.	2.1. Develop written content that aligns with organisational style guide, branding and marketing activity. 2.2. Produce accurate and detailed written content that aids customer browsing and purchasing. 2.3. Use text styling that provides a clear hierarchy of content. 2.4. Use copywriting techniques that encourage customer engagement. 2.5. Plan and use keywords for search engine optimisation. 2.6. Check for correct use of grammar and spelling and make any required amendments. 2.7. Seek feedback from relevant personnel and make any required amendments to written content.
3. Develop visual content.	3.1. Source visual content that connects with the target market and aligns with organisational style guide, branding and marketing activity. 3.2. Edit visual content to generate high quality and appealing visual content. 3.3. Ensure visual content accurately represents products and services. 3.4. Seek feedback from relevant personnel and make any required amendments to visual content.
4. Upload digital content.	4.1. Gain approval for written and visual content. 4.2. Upload content to digital platforms using approved file extension scheme. 4.3. Arrange content in a logical design for improved user experience. 4.4. Ensure content is displayed in a visually appealing manner. 4.5. Seek input of relevant personnel to ensure accuracy and relevance of written and visual content. 4.6. View the content in closed contention mode, test on multiple devices, and make any required amendments. 4.7. Archive content and ensure version control is applied to track content history. 4.8. Ensure content is securely stored and backed up.

Foundation Skills

FOUNDATION SKILLS
Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Technology skills to:	upload images, text files, PDF files, audio files and video files and link associated files import and export software functions edit and format written and visual content.

Unit Mapping Information

No equivalent unit

Links

Companion Volume Implementation Guides - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXECM002 Prepare digital content

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

follow an organisational content style guide to develop the following types of written and visual content for use across two different digital platforms:

product descriptions

videos

still images

purchasing information

promotional content

develop the above written and digital content to:

meet platform functionality requirements

create target market appeal

achieve consistency with organisational branding and promotional activity

upload and test the above digital content on two different devices.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

key legal and ethical considerations as related to digital content development:

Trade Practices Act

Privacy Act

role of digital content in an online environment

techniques for using digital content to:

engage customers

maximise sales

generate traffic

create brand and target market appeal

achieve consistency and alignment with organisational branding and promotional activity

current trends in digital content development and use

current software used to aid digital content development

site design and functionality and its relationship to digital content development

role of templates and style guides in digital content development

role and use of copywriting in digital content development

role and use of search engine optimisation in digital content development

techniques for creating written and visual online content relevant to different target markets

techniques to achieve:

clarity

ease of viewing and navigation

visual appeal

readability

use and features of:

keywords

styling

file schemes

information architecture and its relationship to digital content

tools and techniques for uploading and storing digital content.

Assessment Conditions

Skills must be demonstrated in a service industries environment. This can be:

an industry workplace

a simulated industry environment

Assessment must ensure access to:

relevant documentation:

organisational content style guide

digital content templates

digital platforms for content uploading

software for use in digital content development

information technology hardware and software.

Assessors must satisfy the Standards for Registered Training Organisations' requirements for assessors.

Links

Companion Volume Implementation Guides - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXECM003 Design an ecommerce site

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to design the interface of an ecommerce site. It requires the ability to determine the needs of an ecommerce site, develop designs that enhance usability and appearance, and review site functionality.

This unit applies to individuals working in a diverse range of sectors and business contexts. They operate independently, under limited supervision from others, and are responsible for making a range of operational decisions.

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

Pre-requisite Unit

Nil

Competency Field

Ecommerce

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine ecommerce site requirements.	1.1. Identify required features, capabilities and functionality of an ecommerce site. 1.2. Identify best practice site design and use benchmarking to inform ecommerce site design. 1.3. Identify opportunities for the integration of existing systems and procedures. 1.4. Investigate design and technology options available to maximise site usability and functionality.
2. Design a user centred interface.	2.1. Obtain and review organisational style guide to inform site design. 2.2. Design site map and wire frame to create optimal user experience, functionality and product exposure. 2.3. Select metadata that allows for search engine optimisation. 2.4. Plan for ecommerce functionality and optimisation across multiple devices. 2.5. Ensure consistency of design with organisational style requirements and make any required amendments. 2.6. Seek feedback from relevant personnel and make amendments to site design based on feedback. 2.7. Communicate site designs to web and content developers. 2.8. Adjust designs based on recommendations from web and content developers.
3. Review site usability.	3.1. Test interface to ensure functionality across multiple devices and make adjustments to improve functionality. 3.2. Review site navigation and usability and make adjustments to usability. 3.3. Perform testing and amend written content based on results. 3.4. Continuously monitor site usability and make any required updates.

Foundation Skills

FOUNDATION SKILLS
Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Reading skills to:	interpret technical and complex ecommerce terminology.
Technology skills to:	navigate ecommerce platform control panels.

Unit Mapping Information

No equivalent unit

Links

Companion Volume Implementation Guides - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXECM003 Design an ecommerce site

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

document and design an interface for one ecommerce site that details:

site map

site architecture

wire frame

navigation

filtering

search functionality

shopping cart and payment gateways

optimisation across multiple devices

integration with existing systems and platforms

content requirements

branding requirements

communication and contact information

compliance with legal requirements

security requirements

platform capacity

undertake site testing to review and report on site functionality of one ecommerce site.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

key aspects of ecommerce design:

site map

site architecture

wire frame

navigation

menu structure

filtering

optimisation across multiple devices

content requirements

search functionality

integration with social media and customer relationship management (CRM)

integration with existing systems

shopping cart and payment gateways

security considerations

retail and product branding requirements

communication aspects

legal requirements

customisation considerations

industry best practice in ecommerce design

types of testing and role in ecommerce design

common site development terminology related to ecommerce site design and usability

interface specifications for ecommerce and their role in improved site usability

customer buying preferences and how they impact site design

design features to achieve usability and functionality

site navigation structures and their features, benefits and limitations

factors impacting ease of operation of a site:

navigation

site download time

time to download files

link accuracy

search functionality

relationships between content and site design

importance and application of consistency in content styling and design

role of data analytics in informing website design

website customer purchase flows and their significance in ecommerce

methods for tracking and reporting on purchase flows

role of an organisational content style guide in designing ecommerce sites.

Assessment Conditions

Skills must be demonstrated in a service industries environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant documentation:

organisational policies and procedures related to site design

organisational content style guide

site performance data

ecommerce sites for testing and review.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume Implementation Guides - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXMGT005 Lead the development of business opportunities

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to identify, analyse and implement programs that will provide opportunities for business growth.

This unit applies to senior personnel working in a diverse range of sectors and business contexts. They operate independently and are responsible for making a range of operational business decisions and strategic planning.

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

Pre-requisite Unit

Nil

Competency Field

Management and Leadership

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify new business opportunities.	1.1.Review existing operations to identify and analyse new business opportunities. 1.2.Research business trends relevant to the organisation to identify new business opportunities. 1.3.Identify and evaluate opportunities and threats from internal and external environments. 1.4.Consult with stakeholders and customers to seek input into business opportunities. 1.5.Determine organisational capacity to respond to identified opportunities and select opportunities to peruse.
2. Develop a business development plan.	2.1.Prepare feasibility studies and reports that assess viability, profitability and sustainability of development opportunities. 2.2.Analyse risks associated with initiatives and ensure compliance with legislative and regulatory requirements. 2.3.Develop and document a business development plan outlining priorities, responsibilities, performance indicators, timelines and budgets. 2.4.Communicate plans to relevant personnel and seek required approval. 2.5.Test business development initiatives for acceptance in the market place. 2.6.Prioritise potential business development opportunities for action.
3. Implement business development plan.	3.1.Communicate the business develop plan to relevant stakeholders and personnel. 3.2.Allocate resources to support the delivery of business development opportunities. 3.3.Oversee the roll-out of marketing and communication processes to target markets launching new business initiatives.
4. Evaluate impact of business development plans.	4.1.Monitor and evaluate new business initiatives against desired outcomes and performance indicators. 4.2.Review business development plans in line with changing organisational and business requirements.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Writing skills to:	prepare complex business documents.
Numeracy skills to:	analyse financial viability of new opportunities.
Problem solving skills to:	exercise judgement and decision making when selecting opportunities for business development.
Initiative and enterprise skills to:	apply lateral and creative thinking to the development of new opportunities.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXMGT005 Lead the development of business opportunities

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

identify business opportunities and develop a business development plan for the implementation of one identified opportunity by:

researching and analysing internal and external business environments to determine opportunities for business development

determining feasibility of and risks associated with business development opportunities

developing business plan that details:

priorities

responsibilities

performance indicators

timelines

budgets

evaluating the above plan against performance indicators and report on impact and effectiveness.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

techniques for:

identifying and analysing business opportunities

determining feasibility of business development opportunities

evaluating business development plans

formats of business development plans

internal and external environments and their role in determining business opportunities

risks associated with business development opportunities and strategies to minimise risks

budgeting and financial planning procedures

business development opportunities and trends in the relevant industry.

Assessment Conditions

Skills must be demonstrated in a services industry environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

sources of information on internal and external operating environments

stakeholders with whom the individual can interact; these can be:

individuals in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXMKT001 Support marketing and promotional activities

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to support the implementation of marking and promotional activities.

It applies to individuals working in frontline sales roles in a diverse range of industry sectors and business contexts. They operate with some independence under general supervision and guidance from others, and within established organisational policies and procedures.

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

Pre-requisite Unit

Nil

Competency Field

Marketing

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Confirm promotional and marketing activities.	1.1.Access information regarding upcoming marketing and promotional activities including objectives, resourcing and timing. 1.2.Confirm own role and responsibilities in supporting marketing and promotional activities and seek clarification as required.
2. Communicate promotional and marketing activities.	2.1.Communicate details of marketing and promotional programs to team members and customers as required. 2.2.Promote marketing and promotional activities to customers providing accurate information and details. 2.3.Respond to customer enquiries regarding marketing and promotional activities and refer complex enquiries to relevant personnel.
3. Support marketing and promotional programs.	3.1.Access and display marketing and promotional signage and materials as required. 3.2.Maintain marketing and promotional signage and materials. 3.3.Act on opportunities to enhance outcomes of marketing and promotional activities. 3.4.Ensure adequate resourcing to achieve marketing and promotional objectives. 3.5.Refer marketing and promotional issues to relevant personnel as required.

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXMKT001 Support marketing and promotional activities

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

support the implementation of one marketing or promotional activity by:

accessing organisational marketing plan and determining activity requirements and own responsibilities

displaying and maintaining activity resourcing and materials

communicating activities to customers.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for the implementation of marketing and promotional activities as relevant to own role

promotional and marketing resourcing

techniques for supporting the achievement of marketing and promotional objectives

techniques for communicating and promoting marketing and promotional activities to customers.

Assessment Conditions

Skills must be demonstrated in a retail environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

organisational policies and procedures for the implementation of marketing and promotional activities as relevant to own role

marketing or promotional plans.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXMKT002 Use social media to engage customers

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to manage the use of social media platforms to interact with customers and promote products and services.

It applies to individuals working in customer service management roles in a diverse range of industry sectors and business contexts that have a social media presence. They operate independently with some responsibility for decision making, and within established organisational policies and procedures.

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

Pre-requisite Unit

Nil

Competency Field

Marketing

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Prepare to use social media.	1.1.Review organisational social media requirements and policies and procedures. 1.2.Research various social media platforms, and identify and compare their audience, functionality and reach. 1.3.Research emerging trends in social media platform use. 1.4.Select social media platforms that meet brand needs and reach target customer. 1.5.Source information and content from internal and external sources for use on social media platforms 1.6.Develop content in line with target audience, brand cultures and social media requirements as required. 1.7.Source or create a social media calendar.
2. Use social media to enhance customer engagement.	2.1.Create opportunities to attract and promote user-generated content. 2.2.Respond to customers in a timely manner, directing them to relevant information as required. 2.3.Identify potential brand damage, and take action to prevent escalation. 2.4.Promptly respond to customer complaints and issues according to social media policies and procedures. 2.5.Adhere to legal and ethical practices for social media use.
3. Promote products and services.	3.1.Identify social media marketing opportunities and curate and post content to promote products and services. 3.2.Use social media to promote special offers, events and promotions as required. 3.3.Post content according to social media policies and procedures.
4. Review social media use.	4.1.Track social media activity using monitoring tools. 4.2.Identify opportunities to improve customer experience, and recommend to relevant personnel. 4.3.Update the look and feel of the social media account to maximise effectiveness. 4.4.Report on social media engagement and reach to relevant personnel.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Reading skills to:	interpret technical terminology relevant to the use of social media platforms.
Writing skills to:	use correct spelling and grammar in social media posts.
Technology skills to:	upload images, text files, PDF files, audio files, video files and link associated files import and export software functions conduct online research for appropriate content compare social media platform functionality.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXMKT002 Use social media to engage customers

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

research four social media platforms and select two platforms for use, appropriate to business needs and target customer

use the above two social media platforms to engage the customer by:

curating and posting written and visual content appropriate to the target customer

promote one organisational marketing activity

respond to two of the following types of customer social media posts:

customer reviews

user generated content

questions

complaints

troll

review effectiveness of social media platform across a one month period by:

reporting on social media activity

making at least one recommendation for continuous improvement of social media use.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for social media use

rules and regulations and terms of use of specific social media platforms:

privacy

spamming

copyright

creative commons

social media trends:

trending platforms

consumer behaviour

trending content

various social media platforms:

demographic of primary users

key features and uses

integration into business activity

useability

privacy and security features

costs

legal and ethical practices for use of social media:

responsible use of platforms

responsible marketing practices

fair competition guidelines

duty of care

bullying and harassment policy

types of social media users and their impacts:

troll

angry customer

misguided customer

unhappy customer

complimentary customers

brand advocates

techniques for:

marketing the business using social media platforms:

promoting products

promoting special events

creating brand awareness

responding to customer posts on social media:

customer reviews

user generated content

questions

complaints

troll

social media tools, and their use, for:

monitoring

scheduling social media content

capturing engagement and reach data

commercial impact of social media platform both favourable and unfavourable:

importance of consumer reviews and user generated content

value of building a community of advocates on a social media platform

types of crisis issues or conflicts that can arise on social media locally, nationally and internationally

sources and types of social media content:

product information

images and photos

links to other websites

videos

text and graphics

current trends

Internet.

Assessment Conditions

Skills must be demonstrated in:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant documentation:

organisational policies and procedures for social media use

legal and ethical use of social media

social media content calendar that details:

key events and promotions

milestones and relevant dates

content for release

files for use across social media platforms:

image files

text files

PDF files

audio files

video files

link associated files

computer or mobile device with Internet access

social media monitoring tools

social media platforms

customer postings on social media platforms

assessment activities that allow the individual to work with commercial speed, timing and productivity.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXMKT006 Develop a social media strategy

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to plan and evaluate the use of social media. It requires the ability to determine suitable social media platforms, plan appropriate use and evaluate the effectiveness of social media activity.

This unit applies to individuals working in a diverse range of sectors and business contexts. They operate independently, under limited supervision from others, and are responsible for making a range of operational decisions.

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

Pre-requisite Unit

Nil

Competency Field

Marketing

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine social media requirements.	1.1. Review organisational strategic objectives and determine objectives and priorities for social media use. 1.2. Source and analyse information about the target market, its social media use, behaviours and preferred platforms. 1.3. Identify and analyse emerging trends in social media platform use. 1.4. Review and compare social media platforms and select those that meet organisational and target market needs. 1.5. Identify opportunities for social media integration with existing systems and procedures. 1.6. Identify opportunities to maximise business exposure through social media activity. 1.7. Determine opportunities for building brand awareness and an online community through social media use.
2. Develop social media policies and procedures.	2.1. Establish scope of social media policies and procedures based on planned social media activity. 2.2. Establish guidelines for social media engagement and content use. 2.3. Develop issue and crisis management guidelines and appropriate responses. 2.4. Integrate legal and ethical considerations into social media policies and procedures. 2.5. Ensure policies and procedures are customer-focused and align with organisational marketing plan and strategy.
3. Develop social media strategy.	3.1. Determine strategies for social media content development, customer engagement and customer service. 3.2. Develop and document a social media action plan detailing key responsibilities, resourcing requirements and timeframes. 3.3. Prepare a social media calendar documenting planned social media activity in line with marketing strategy and promotional activities. 3.4. Establish key performance indicators and evaluation criteria for measuring success of social media activity. 3.5. Establish methods for tracking and analysing social media engagement, activity and reach. 3.6. Ensure social media strategy aligns with organisational objectives and customer service standards.
4. Monitor social media use.	4.1. Communicate social media strategy, action plan, calendar and policies and procedures with relevant personnel. 4.2. Monitor social media issues and crisis management and take required action to ensure impacts are minimised and occurrence of future issues or crisis are minimised. 4.3. Ensure tracking of social media engagement, activity and reach. 4.4. Monitor posting of social media content and ensure alignment with social media strategy, policies and procedures.
5. Review social media performance.	5.1. Analyse captured data to determine social media engagement, activity and reach. 5.2. Evaluate social media activity against strategy and use performance indicators to evaluate success of social media use. 5.3. Identify opportunities for future improvements in social media use and modify strategy and plans accordingly.

Foundation Skills

FOUNDATION SKILLS
Foundation skills essential to performance in this unit, but not explicit in the performance criteria, are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Reading skills to:	interpret social media technical and key terminology interpret complex and potentially unfamiliar information sources related to social media use
Numeracy skills to:	interpret and analyse social media activity reports.
Technology skills to:	use technologies and devices that support social media platforms.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume Implementation Guides - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXMKT006 Develop a social media strategy

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

research and compare at least three different social media platforms for organisational use and select platforms that best meet organisational social media requirements

for each platform identify:

key features

benefits

limitations

functionality

target audience and key users

terms of use

develop organisational policies and procedures for social media use detailing:

appropriate use of social media

appropriate content use and posting

complaints handling and crisis management

meeting legal and ethical responsibilities

privacy and security

develop a social media strategy for execution over a three-month period that details:

calendar of activities

resourcing requirements

content strategy

engagement strategy

activity and engagement tracking

key performance indicators and evaluation criteria

monitor and review social media data to review social media performance over a one month-period and make recommendations for future improvements.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

key legal and ethical considerations as relevant to social media use:

Australian Consumer Law

copyright

privacy

codes of practice

data and personal security

trends in social media use and role in:

consumer engagement and feedback

generating sales

promotions and marketing

branding

social media platforms:

key features

benefits

limitations

functionality

target audience and key users

terms of use

key contents of organisational social media policies and procedures:

appropriate use of social media

appropriate content use and posting

complaints handling and crisis management

meeting legal and ethical responsibilities

privacy and security

techniques for achieving the following through social media use:

customer engagement

brand awareness

brand advocacy

increased sales

improved reach

role and benefits of user-generated content

role and key inclusions of a social media strategy:

calendar of activities

resourcing requirements

content strategy

engagement strategy

activity and engagement tracking

key performance indicators and evaluation criteria

action plan

tools and methods for tracking social media activity

types of social media issues and crisis:

potential impact

management strategies.

Assessment Conditions

Skills must be demonstrated in a service industries environment. This can be:

an industry workplace

a simulated industry workplace.

Assessment must ensure use of:

information technology hardware and software

online information systems

social media platforms

social media usage and activity reports.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume Implementation Guides - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXMKT007 Develop a digital marketing plan

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to research, plan, implement and evaluate digital marketing activities.

This unit applies to individuals working in a diverse range of sectors and business contexts. They operate independently, under limited supervision from others, and are responsible for making a range of operational decisions.

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

Pre-requisite Unit

Nil

Competency Field

Marketing

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine digital marketing requirements.	1.1. Determine organisational objectives and priorities for digital marketing activity. 1.2. Confirm available budget for digital marketing activity. 1.3. Review information on current and past digital marketing activities and their effectiveness. 1.4. Segment the online market and define target market. 1.5. Research target market and identify suitable digital marketing activities. 1.6. Identify internal and external factors impacting digital marketing activities. 1.7. Research trends and best practice in digital marketing, tools and software available.
2. Develop digital marketing plan.	2.1. Confirm and document digital marketing objectives that are consistent with organisational objectives and priorities. 2.2. Determine digital marketing activities to drive targeted traffic to site and generate sales. 2.3. Document a digital marketing action plan that details key activities, resources and timeframes. 2.4. Establish performance indicators and evaluation criteria for measuring impact of digital marketing activities. 2.5. Integrate legal and ethical requirements and considerations into planning. 2.6. Ensure digital marketing plan aligns with organisational objectives, current marketing strategy and budget. 2.7. Seek required approval for digital marketing plan.
3. Monitor digital marketing activity.	3.1. Communicate digital marketing plan, responsibilities and expectations to relevant personnel. 3.2. Oversee digital marketing activity and respond to issues as they arise. 3.3. Monitor digital marketing content and ensure alignment with digital marketing plans and objectives. 3.4. Track customer traffic and conversion rates to identify trends in customer and digital marketing activity.
4. Review digital marketing activities.	4.1. Review trends in customer traffic and conversion rates to determine impact of digital marketing activities. 4.2. Calculate return on investment for any paid digital marketing activities. 4.3. Identify and evaluate new and emerging digital marketing trends and technologies and consider their use for improved marketing outcomes. 4.4. Make recommendations for improvements in digital marketing based on review.

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume Implementation Guides - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXMKT007 Develop a digital marketing plan

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

determine the digital marketing requirements of one organisation and develop a digital marketing plan, to be executed over one sales or promotional period, detailing:

digital marketing channels

priorities

key activities

responsibilities

performance indicators

tracking

timelines

budgets

review digital marketing activity across one sales or promotional period to:

determine effectiveness of activities

make recommendations for improvements.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

key legal and ethical requirements and considerations as relevant to digital marketing:

Australian Consumer Law

copyright

privacy

codes of practice

current digital marketing trends and technologies

customer behaviours and psychology as related to digital marketing

traditional and non-traditional digital marketing types and channels:

search engine optimisation

search engine marketing

online advertising

email

video

blogging

social media

affiliate marketing

impressions

remarketing

the above list of marketing types and channels and their:

benefits

limitations

application and use

internal and external operating factors impacting digital marketing

techniques for market segmentation and its application to digital marketing

techniques and tools for achieving the following through digital marketing activities:

increased customer traffic

increased engagement:

existing customers

new customers

disengaged customers

sales generation

consistency in content

consistency with marketing strategy

digital marketing planning techniques and formats, and key features of a digital marketing plan

performance indicators for measuring impact of digital marketing activities

tools and methods for tracking digital marketing activity.

Assessment Conditions

Skills must be demonstrated in a service industries environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

current information on digital marketing types and channels

digital marketing monitoring tools.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume Implementation Guides - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXOSM003 Use social media and online tools

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to implement the use of social media and online platforms for organisational purposes. It requires the ability to identify the objectives for online communications, create and post relevant content to promote engagement with the organisation, and to engage professionally with customers.

It applies to individuals who work at an operational level. They use discretion and judgement to take responsibility for work outcomes but actions are guided by plans, policies and procedures, supervisors and managers. Although an operational function, it can apply to small business owner operators who are responsible for a range of functions.

This unit applies to self-employed individuals, and owners and employees of any type of micro, small, medium or large organisation that utilises social media and online tools for customer engagement including commercial, not-for-profit and government organisations.

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

Pre-requisite Unit

SIRXOSM002 Maintain ethical and professional standards when using social media and online platforms

Competency Field

Online and Social Media

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe theessential outcomes	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine organisational and communication requirements.	1.1. Access and interpret predetermined strategies and plans to guide activities. 1.2. Identify target audience and organisational objectives for social media or online communication. 1.3. Select social media and online platforms suited to communication objectives and target audience. 1.4. Access or create schedule of types and frequency of social media and online communications.
2. Prepare content.	2.1. Source and select organisational and external information to create content relevant to purpose. 2.2. Use language, style and tone suited to organisational image and target audience. 2.3. Check content for accuracy, currency and relevance for purpose. 2.4. Develop and format content in line with organisational guidelines. 2.5. Obtain required approvals before publication.
3. Utilise platform functions.	3.1. Utilise functions and templates provided by social media and online platforms to create posts. 3.2. Upload file types suited to communication requirements. 3.3. Create active links to organisational and external sites.
4. Promote engagement with organisation.	4.1. Curate and post content regularly or according to planned organisational schedule. 4.2. Create opportunities to attract user generated content. 4.3. Use posts during targeted campaigns.
5. Monitor sites and engage professionally with customers.	5.1. Monitor customer activity according to organisational schedule. 5.2. Communicate with customers in a timely, professional and positive manner to enhance organisational reputation. 5.3. Respond to negative comments and complaints sensitively, courteously and respectfully according to organisational policies and procedures. 5.4. Refer customer negative feedback to relevant personnel according to organisational policies and procedures.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Reading skills to:	interpret detailed familiar organisational guidelines, policies and procedures interpret and use relevant content from organisation documents of varying complexity.
Writing skills to:	create accurate and engaging content using language suitable for purpose and audience
Initiative and enterprise skills to:	identify opportunities to engage customers and promote exposure of the organisation through online activities.
Planning and organising skills to:	use plans and schedules to guide work activities and meet deadlines.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume Implementation Guide - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXOSM003 Use social media and online tools

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

utilise three different types of social media or online platforms for organisational communications

create and post content for six different communications and collectively use at least three different types of media files

create and post content for a further two communications for a targeted social media or online campaign and determine links that could be used to external sites

monitor customer engagement with posts and respond professionally to customer communications covering:

two positive comments

two negative comments

two questions

two complaints

respond to two issues of complaint or negativity that require escalation to relevant personnel.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisation’s core activities and customer base

different organisational purposes for use of social media and online platforms:

exposure through social media activity

building brand awareness, loyalty and an online community

marketing and advertising

information dissemination

promoting special offers and events

popularity of different categories and reach of particular brands of social media platforms and their key audiences

organisational guidelines, policies and procedures for:

content

online customer service including complaints resolution

privacy

gaining consent to publish information about others and their images

monitoring customer activity

characteristics of well written, appealing content for different social media platforms

functions of different social media and online platforms and how to use these to:

write and format text

upload different file types including text, PDF, photographs, videos, audio files

create active links

monitor customer activity

activate and respond to alerts

respond to customer commentary

principles of positive and professional online communications that enhance customer engagement and organisational reputation

types of positive language and approaches that can be used when dealing with negativity, complaints and conflicts

types of standard customer responses and when these might be used.

Assessment Conditions

This unit has been written to allow for application to any type of industry. Assessment must be customised according to the industry context of learners while ensuring that all skill and knowledge content is assessed, and all performance evidence is collected.

This unit and Assessment Requirements references customers as a generic term throughout. However, because different industries and organisations use different terms to describe their stakeholders, learners should use terms appropriate for their industry during assessment.

Assessment must ensure use of:

real workplace situations, or simulated activities, or case study scenarios that test aspects of this unit that involve customer and supervisor communication

computers or mobile devices and general software programs used to produce and schedule content

a range of social media and online platforms with access to functions used by organisations; these can be those used by a workplace or those established by a training organisation for the purpose of assessment

sample organisational guidelines, policies and procedures for:

content

online customer service including complaints resolution

privacy

gaining consent to publish information about and images of others

monitoring customer activity.

Assessors must satisfy the assessor requirements nominated in the Standards for Registered Training Organisations, or their successor, and must have workplace experience where they have applied the skills and knowledge covered in this unit of competency.

Links

Companion Volume Implementation Guide - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXOSM005 Develop a basic website for customer engagement

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to plan and build a basic website suited to organisation purposes and customer requirements. It requires the ability to plan and develop both the structure and content for the site, and to test and evaluate the site before it goes live.

It covers those skills needed by an organisation that chooses to develop its own site, using website building platforms, rather than using the services of information technology specialists.

It applies to individuals who work independently or with limited guidance from others, including senior operational personnel, business unit managers and, particularly to small business owner operators.

This unit applies to self-employed individuals, and owners and employees of any type of organisation including commercial, not-for-profit and government organisations.

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

Pre-requisite Unit

Nil

Competency Field

Online and Social Media

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Plan website structure.	1.1. Determine website purpose, structure and style to suit target customer audience requirements. 1.2. Identify required functions, capabilities and security requirements which meet website purpose. 1.3. Determine need for interactive forms and functions to capture customer information and maximise customer interaction. 1.4. Plan layout and navigation flow for appearance, readability, links and ease of use. 1.5. Document structure to facilitate efficient development. 1.6. Research and select website building software applications and hosting services based on website requirements. 1.7. Identify current and future website functionality, and compatibility of software applications to ensure add-ons can be achieved.
2. Develop website content.	2.1 Select and evaluate information to create relevant website content consistent with organisational policy for information that can be publicly shared 2.2 Design interactive forms and user functionality to capture required information. 2.1. Create and utilise a list of key words to promote and ensure search engine optimisation. 2.2. Use language, style and tone suited to organisational brand, image and target audience. 2.3. Select non-text content features to complement website text. 2.4. Check content for accuracy, currency and relevance.
3. Create website pages.	3.1. Utilise functions and templates provided by website building software to create pages and effective navigation. 3.2. Select page titles and key words that reflect purpose and can be easily understood by audience. 3.3. Utilise key words throughout site to maximise traffic to website and targeted content. 3.4. Incorporate non-text content features to enhance page presentation. 3.5. Create interactive forms and functions to capture customer information and maximise interaction. 3.6. Develop linked webpages and ensure links are clearly named and unambiguous. 3.7. Use consistent design features across all pages for ease of readability and navigation. 3.8. Upload files to web hosting service according to technical requirements.
4. Test and critically evaluate website before site goes live.	4.1. Test all website functions and navigation to confirm operational status and ease of use. 4.2. Test useability of interactive forms and functions. 4.3. Check accuracy of content and evaluate design for appeal and match to organisation image. 4.4. Run test searches to ensure key words are driving traffic to the site and targeted content. 4.5. Adjust content, design, key words and navigation flow to ensure website is fit for purpose and meets organisation image requirements.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Reading skills to:	interpret unfamiliar jargon and directions of different complexity found website platform building software interpret the intent of and extract relevant content from organisational documents.
Writing skills to:	produce cohesive website content using clear and detailed language suitable for purpose and audience create content of online forms to elicit the required information using relevant headings and questions in a logical sequence.
Planning and organising skills to:	coordinate multiple elements involved in developing a website in a logical and time efficient sequence.
Self-management skills to:	critically evaluate own work to improve website content and functionality take responsibility for development of website from information collection through to evaluation before site goes live.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume Implementation Guide - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXOSM005 Develop a basic website for customer engagement

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

plan for and build one basic website, to the point of publication, suited to identified purpose and customer requirements

integrate at least three of the following functions into the website structure:

search facility

interactive fillable forms

uploading and downloading information

active links to other sites

links to drive navigation to featured content

chat facilities for provision of information

facilities for customer feedback, testimonials and commentary on content

security of customer and organisational information

utilise at least four of the following design features into the website to create appeal and ease of readability and access:

coloured frames and banners

different fonts and colours for headings and text

lists using numbers and bullet points

images

videos

animations

sound files

tables, graphs or charts

test all functions and links built into the website on two different devices before the site goes live

evaluate content, design and useability, for two different devices, and identify three areas of potential change to be considered before the site goes live.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

role of a website in the communications or marketing mix for particular types of organisations

common functions provided by basic websites and how these can be effectively used for different organisational purposes:

search facility

interactive fillable forms

uploading and downloading information

active links to other sites including social media pages

chat facilities for provision of information

facilities for customer feedback, testimonials and commentary on content

security of:

customer private and financial information including through password protection

images and information owned by website operator

collection of data on traffic and user interaction with site

a range of website building software providers including website functionality provided, advantages and disadvantages, and associated costs

compatibility issues that can occur between different types of website building software applications

types of available templates including how to access and build into a website

how interactive fillable forms work and how information collected is provided to the website operator

features of effective website layout and navigation flow

functions that can be used to drive navigation to featured content and external web pages:

highlighted, coloured and underlined words

pop up messages

hyperlink text and tags in hypertext markup language (HTML)

general principles for effective website design and how the following design features can be used to create appeal, ease of readability and access:

consistency across pages

coloured frames and banners

headings

different fonts and colours

lists using numbers and bullet points

images, videos, animations and sound files

tables, graphs and charts

navigation tabs with simple directive language relevant to purpose

how to make web content more accessible to people with disability and they key content of published accessibility guidelines

techniques for manipulating digital images and graphics, and their insertion into a website

principles of search engine optimisation (SEO) and how traffic is driven to websites through use of:

key words and density on the page

organic searches

features of browsers, search engines and web crawlers, and how they impact on website design, decisions and meta-tags

how web hosting services operate, a range of services offered by providers and associated costs

how to obtain and register a domain name and what services are generally included as part of registration

methods used to test newly developed websites, prior to site going live, and logical sequence of testing.

Assessment Conditions

This unit and Assessment Requirements references customers as a generic term throughout. However, because different industries and organisations use different terms to describe their stakeholders, learners should use terms appropriate for their industry during assessment.

Learners can develop a website for actual organisational use or one for the purposes of assessment.

Assessment must ensure use of:

computers and mobile devices for the development and testing of website

website building software applications.

Assessors must satisfy the assessor requirements nominated in the Standards for Registered Training Organisations, or their successor, and must have workplace experience where they have applied the skills and knowledge covered in this unit of competency.

Links

Companion Volume Implementation Guide - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXOSM007 Manage risk to organisational reputation in an online setting

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to develop and implement processes for managing risks to an organisation’s reputation associated with social media and online engagement, including the impacts of online negative commentary, complaints and criticism.

It requires the ability to develop a social media crisis management plan and other processes to monitor and respond to issues and incidents.

It applies to individuals who work at a senior level who operate independently, can have responsibility for others and are responsible for making a range of operational and strategic decisions.

This unit applies to self-employed individuals, and owners and employees of any type of micro, small, medium or large organisation that utilises social media and online tools for customer engagement including commercial, not-for-profit and government organisations.

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

Pre-requisite Unit

Nil

Competency Field

Online and Social Media

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify risks to organisational reputation and plan control measures.	1.1. Identify risks to organisational reputation associated with social media and online presence, including any security risks. 1.2. Develop social media and online crisis management plan to deal with damaging issues and incidents.
2. Establish processes for monitoring customer commentary, feedback and criticism.	2.1. Determine a schedule for monitoring organisation’s social media and online sites and external review pages. 2.2. Allocate responsibility to personnel or external providers for consistently and regularly monitoring sites. 2.3. Register organisation for alerts provided by social media and review platforms. 2.4. Establish a schedule for analysing online performance using analytics tools.
3. Develop policies and procedures for response.	3.1. Establish standards for use of appropriate language and tone for responding to both positive and negative comments. 3.2. Develop standard responses that can be used for common circumstances. 3.3. Designate response times in policies and procedures.
4. Manage organisational reputation.	4.1. Take responsibility for resolution of complex and difficult customer interactions. 4.2. Utilise functions provided by social media and review platforms to manage persistent and damaging interactions. 4.3. Assess performance reports regularly to identify systematic communication issues and implement improvements. 4.4. Assess escalating issues and implement crisis management processes to minimise impacts.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Reading skills to:	interpret the intent and extract relevant content of customer opinions expressed with differing levels of clarity.
Writing skills to:	produce comprehensive plans, policies and procedures using clear and detailed language that can be easily understood by personnel operating at different levels of seniority produce customer responses of varying complexity, using language suitable for purpose and audience.
Numeracy skills to:	interpret fundamental statistical information from performance reports to draw conclusions.
Self-management skills to:	critically analyse issues and incidents to determine appropriate individual and systematic responses.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume Implementation Guide - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXOSM007 Manage risk to organisational reputation in an online setting

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

for a particular organisation, identify significant risks to reputation and develop one social media and online crisis management plan to deal with potential damaging issues and incidents

develop and communicate written policies and procedures covering all of the following issues:

schedule for monitoring social media and online, and external review pages

schedule for analysing and assessing online performance data

designated response times for customer compliments, complaints, negative commentary and bad reviews

standard responses that can be used for common circumstances, including holding responses

guidelines on the use of appropriate language for responding to positive and negative comments

issues that should be escalated and referred to managers

guidelines for removing comments, and reporting, blocking and banning users

respond to customer communications covering:

two escalated complaints, giving consideration to previous organisational communications, and take measures to resolve

two bad reviews

implement crisis management processes in response to one crisis, including allocation of responsibilities to personnel.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

common risks to an organisation’s reputation in an online setting:

customer complaints in a public setting

bad reviews

untrue or highly exaggerated comments about a customer and organisation interaction

criticism of organisation’s brand, values, products or services

commentary by others not involved but supporting complainants or showing bias

comments that accuse organisation of illegal acts

online personal communications of others associated with the organisation that are incompatible with organisation’s brand values and image including: staff, contractors, suppliers, sponsors, donors etc.

overt or implied criticism of the organisation by current or past personnel

online attacks by activists deliberately targeting the organisation

common security risks:

hacking of accounts

spam messages and content with dangerous links

threats to property, personnel and others associated with the organisation

specific to the particular industry, types of reputational and security risks

common formats and inclusions of policies and procedures

for crisis management:

difference between a problem and a crisis and common crisis scenarios

format and common inclusions of social media crisis management plans

typical actions taken by organisations during a crisis response

roles typically allocated to personnel at different levels of seniority and to external providers

analytics functions provided by social media and review platforms that can assist in identifying and managing risk to organisational reputation

monitoring and alert functions provided by social media and review platforms and how these operate

reasons to consistently monitor social media and review sites and common schedules

types of monitoring services offered by external providers and benefits of engaging

the importance of timely responses for:

managing complaints and negative reviews

answering enquiries to avoid complaints

compliments to ensure customer feels valued, not ignored and how responses can add value to reputation

types of standard responses that can be provided and the role of a holding response

organisational chain of command for responding to and managing:

compliments

complaints and criticism

crises

reasons for and advantages of resolving complaints off line

functions provided by social media and review platforms to manage persistent and damaging interactions, how these operate and factors to consider before implementing:

removal of comments

reporting

blocking and banning users

signs, stages and levels of conflict, and techniques used to resolve at various stages of escalation

principles of positive and professional online communications that minimise risk to organisational reputation

types of positive language and approaches that can be used when dealing with negativity, complaints and conflicts.

Assessment Conditions

This unit has been written to allow for application to any type of industry. Assessment must be customised according to the industry context of learners while ensuring that all skill and knowledge content is assessed, and all performance evidence is collected.

This unit and Assessment Requirements references customers as a generic term throughout. However, because different industries and organisations use different terms to describe their stakeholders, learners should use terms appropriate for their industry during assessment.

Assessment must ensure use of:

real workplace situations, or simulated activities, or case study scenarios that test aspects of this unit that involve customer and team communication

computers and general software programs used to produce system documents and schedules

a range of social media and online platforms with access to functions used by organisations including monitoring and alert functions; these can be those used by a workplace or established by a training organisation for the purposes of assessment

analytics tools and reports provided by social media and online platforms.

Assessors must satisfy the assessor requirements nominated in the Standards for Registered Training Organisations, or their successor, and must have workplace experience where they have applied the skills and knowledge covered in this unit of competency.

Links

Companion Volume Implementation Guide - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXPDK001 Advise on products and services

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to develop product and service knowledge and provide information to customers.

This unit applies to individuals working in frontline customer service and sales roles in a diverse range of industry and business contexts. They operate with some independence under general supervision and guidance from others, and within established organisational policies and procedures.

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

Pre-requisite Unit

Nil

Competency Field

Product Knowledge

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Develop product and service knowledge.	1.1.Identify and access sources of information on products and services. 1.2.Interpret information about availability, features and benefits of products and services. 1.3.Compare products and services based on product information. 1.4.Identify and use opportunities to update knowledge for the product and service range.
2. Respond to customer requests.	2.1.Answer customer questions about products and services with current and accurate information. 2.2.Use questions to clarify customer information needs. 2.3.Explain product and service details using clear communication. 2.4.Source additional information when answer to customer request is unknown or refer to relevant colleagues.
3. Enhance information provided.	3.1.Identify situations where additional information may assist the customer. 3.2.Advise on alternative products or services that may meet customer needs when requested item is not available. 3.3.Recommend complementary products, specials, new lines and promotions to customers according to their needs.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Numeracy skills to:	interpret pricing information.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXPDK001 Advise on products and services

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

access and interpret sources of information on four different products or services

respond to four different customer inquiries for product or service information that individually or cumulatively require provision of information on all of the following:

features and benefits

price

alternative products or services

complementary products or services.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

interactions with customers

product or service pricing

basic key aspects of legislation that impact provision of information for the product or service range:

Australian Consumer Law

product or service specific legislation

interpersonal communication techniques:

active listening and questioning

communication methods which convey information clearly and concisely

product and service information for the product or service range:

features and benefits

price

care and handling of products

availability

storage requirements, shelf life and use by date

warranties

ingredients or materials contained in product

origins

alternative products and services

complementary products and services.

Assessment Conditions

Skills must be demonstrated in a services industries environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

a product or service range

sources of product information

relevant documentation:

current plain English regulatory documents distributed by government regulators outlining factors that impact provision of information for the product or service range

price lists

organisational policies and procedures relevant to product and service advice

customers; these can be:

customers in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXSLS003 Achieve sales results

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to drive the sales of products and services, and create a sales environment, to meet sales targets.

It applies to individuals working in frontline management roles in a diverse range of industry sectors and business contexts. They operate independently with some responsibility for others and decision making, and within established organisational policies and procedures.

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

Pre-requisite Unit

Nil

Competency Field

Sales

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Identify sales targets.	1.1.Access and review sales targets. 1.2.Ensure sales targets are achievable and allow customer service standards to be maintained. 1.3.Review internal and external factors that may affect sales achievement and take measures to reduce impact. 1.4.Review past sales performance to inform achievement of sales targets. 1.5.Determine sales strategies for achieving sales targets.
2. Create a sales environment.	2.1.Set and communicate team and individual sales targets. 2.2.Ensure availability of adequate resources to achieve sales targets. 2.3.Support team to achieve sales targets and provide feedback on performance. 2.4.Resolve or limit operational issues that hinder sales target achievement.
3. Review sales targets.	3.1.Monitor achievement of sales targets, and provide feedback to team for ongoing improvement. 3.2.Take corrective action when sales targets are not met. 3.3.Report on sales target achievement in line with organisational reporting procedures.

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXSLS003 Achieve sales results

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

monitor sales performance against sales targets over a designated organisational sales period by:

reviewing sales targets and determining strategies for achievement

communicating sales targets to team members

responding to the following situations:

sales targets consistently not achieved

sales targets achieved

internal factors impacting on sales

external factors impacting on sales.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

organisational policies and procedures for:

customer service

sales process

internal factors impacting on sales:

lack of resources

stock issues

team lacking sales skills

external factors impacting on sales:

competitor activity

operating environmental impacts

strategies for:

interpreting sales targets

achieving sales targets

corrective action for response to poor performance

sales processes and how they are used to achieve sales targets

required action to improve sales when the following problems occur:

operational issues

lack of resources

stock issues

competitor activity.

Assessment Conditions

Skills must be demonstrated in a services industry environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant documentation:

organisational policies and procedures for sales process and customer service standards

sales targets

records of previous sales

team members; these can be:

individuals in an industry workplace, or

individuals who participate in role plays or simulated activities, set up for the purpose of assessment, in a simulated industry environment.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

SIRXSLS004 Drive sales results

Modification History

Not applicable.

Application

This unit describes the performance outcomes, skills and knowledge required to develop and implement a plan to drive sales results in a retail marketplace.

This unit applies to senior personnel working in a diverse range of industry sectors and business contexts. They operate independently and are responsible for making a range of operational business decisions and the achievement of sales results.

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

Pre-requisite Unit

Nil

Competency Field

Sales

Unit Sector

Cross-Sector

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Review current operations.	1.1.Analyse external retail market place to determine factors impacting sales. 1.2.Obtain and review organisational sales strategy. 1.3.Review current sales targets and performance and contributing factors that impact sales. 1.4.Obtain feedback from existing customers on current product and service offerings. 1.5.Analyse information to inform plans to drive sales.
2. Develop a plan to drive sales.	2.1.Identify potential customer traffic generators to attract new customers. 2.2.Determine how to retain and develop repeat business from existing customers. 2.3.Consult relevant stakeholders for input into sales plan. 2.4.Develop a plan to grow sales from new and existing customers.
3. Implement and monitor sales plan.	3.1.Communicate plan to relevant personnel delegating key responsibilities. 3.2.Schedule activities and resources to drive sales. 3.3.Undertake planned sales activities and support sales teams in creating a selling environment. 3.4.Monitor plan against targets and adjust as required.

Foundation Skills

Foundation skills essential to performance in this unit, but not explicit in the performance criteria are listed here, along with a brief context statement.
SKILLS	DESCRIPTION
Reading skills to:	gather, interpret and analyse textual information from sources to identify information relevant to retail sales management.
Writing skills to:	prepare effective written communications to multiple stakeholders in line with organisational procedures.
Oral communication skills to:	consult multiple stakeholders using questioning and listening to elicit opinions, and to confirm and clarify comprehension.
Numeracy skills to:	assess sales results and use numerical data to inform plans.
Technology skills to:	use digital technologies and systems to access information, document plans and communicate with others.

Unit Mapping Information

No equivalent unit.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

Assessment Requirements for SIRXSLS004 Drive sales results

Modification History

Not applicable.

Performance Evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

develop and implement a plan to retail drive sales that includes:

comprehensive overview of current operations:

sales process and selling environment

average spend and conversion rates

stock levels in relation to customer demand

customer feedback

trends in consumer behaviour

competitor activity

economic activity

organisational sales targets

traffic generators for new customers

tactics to retain existing customers

tactics to increase average spend and conversion rates

monitor and review sales results against a sales plan for one sales period and identify areas for improved sales performance.

Knowledge Evidence

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

key elements and features of a sales plan

internal factors impacting on sales

external factors impacting sales in the retail environment:

trends in consumer behaviour

competitor activity

economic activity

role of customer feedback in growing sales

customer traffic generators

techniques for growing sales within the retail environment for:

new customers

existing customers

increasing average spend and conversion rates

marketing activities and their role in sales:

promotions

social media campaigns

advertising campaigns.

Assessment Conditions

Skills must be demonstrated in a services industry environment. This can be:

an industry workplace

a simulated industry environment.

Assessment must ensure access to:

relevant business technology with internet capability

organisational documentation:

sales strategy

sales performance records

sales targets

sources of customer feedback.

Assessors must satisfy the Standards for Registered Training Organisations’ requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=ca051b1b-5101-4ec2-ac1c-49699303188d

TAEASS301 Contribute to assessment

Modification History

Release	Comments
Release 1	This version first released with TAE Training and Education Training Package Version 2.0.

Application

This unit describes the skills and knowledge required to contribute to the assessment process.

It applies to a person with technical or vocational expertise who is in a supervisory or mentoring/coaching work role, and for whom collecting the evidence for assessment is an adjunct to principal work responsibilities. The unit applies to those involved in collecting evidence for assessment against units of competency or accredited courses.

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

Unit Sector

Assessment

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Clarify role and responsibilities in the assessment process	1.1 Discuss and confirm the purpose of the assessment with relevant people 1.2 Discuss and confirm benchmarks for assessment with the qualified assessor 1.3 Access, read and clarify assessment plan with the qualified assessor 1.4 Discuss and agree with the qualified assessor specific responsibilities in gathering evidence, and the types of evidence to be gathered
2. Confirm organisational arrangements for evidence gathering	2.1 Access and confirm relevant assessment system policies and procedures, organisational, legal and ethical requirements, and other relevant advice on assessment 2.2 Clarify the nominated assessment tools and methods for collecting evidence with the qualified assessor, to ensure that the procedures to be followed, and the instruments to be used are clear 2.3 Discuss and confirm with the relevant people the assessment context, including the candidate’s characteristics and any need for reasonable adjustments 2.4 Confirm and arrange resource requirements in consultation with relevant people
3. Collect evidence in accordance with the assessment plan	3.1 Explain the assessment process to the candidate, including the different responsibilities of the parties involved, and refer any candidate issues or concerns to the qualified assessor, prior to undertaking assessment activities 3.2 Use assessment instruments to gather quality evidence within the available time and resources, according to organisational, legal and ethical requirements
4. Record and report findings	4.1 Organise and provide evidence to the qualified assessor in a format suitable for analysis according to the assessment system’s policies and procedures 4.2 Actively seek feedback from the qualified assessor on whether evidence-gathering activities meet the principles of assessment, and whether the evidence collected meets the rules of evidence 4.3 Document areas for improvement in collecting evidence for future assessment activities

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Learning	4.2	Seeks feedback to build knowledge to improve process and professional practice
Reading	1.3, 2.1, 2.2, 2.4, 3.2	Sources and interprets procedural, and compliance information
Writing	1.1, 1.2, 1.3, 2.1, 2.3, 2.4, 3.2, 4.1, 4.3	Completes workplace documentation accurately using the appropriate language
Oral Communication	1.1, 1.2, 1.3, 1.4, 2.1, 2.2, 2.3, 2.4, 3.1	Communicates information and process requirements clearly, based on techniques appropriate to the audience and environment Uses appropriate speaking and listening techniques to obtain specific information, and to support the assessment process
Navigate the world of work	2.1, 2.2, 3.2, 4.1	Accesses, confirms and takes responsibility for adherence to policies, procedures, and legal and ethical requirements
Interact with others	4.2	Asks questions to clarify understanding, and seeks feedback and further information
Get the work done	3.1, 4.1	Organises work according to defined requirements, taking some responsibility for decisions regarding the format of information

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
TAEASS301 Contribute to assessment	TAEASS301B Contribute to assessment	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

Assessment Requirements for TAEASS301 Contribute to assessment

Modification History

Release	Comments
Release 1	This version first released with TAE Training and Education Training Package Version 2.0.

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in the elements and performance criteria of this unit, including:

clarifying the role to be taken during the assessment

clarifying the assessment plan with the qualified assessor, including agreement about:

what evidence will be collected

how the evidence will be collected

carrying out a minimum of three evidence-gathering activities and, on each occasion:

document evidence in a clear and concise manner

document feedback from others involved in the assessment

reporting findings to the qualified assessor, including an explanation of how the assessment meets the rules of evidence on each of the three occasions.

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge to effectively complete the task outlined in the elements and performance criteria of this unit. This includes knowledge of:

competencybased assessment

the principles of assessment

the rules of evidence

the different purposes of assessment

the diversity of assessment contexts

different types of evidence

evidence-gathering methods

the purpose and features of assessment tools, and assessment plans

potential barriers and processes relating to evidence-gathering procedures, and assessment processes

the organisational policies and procedures relevant to this unit of competency.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Conditions must be typical of those experienced in the training and assessment environment, and include access to qualified assessors for consultation.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

TAEDEL301 Provide work skill instruction

Modification History

Release	Comments
Release 1	This version first released with TAE Training and Education Training Package Version 2.0.

Application

This unit describes the skills and knowledge required to conduct individual and group instruction, demonstrate work skills and assess the success of training and one’s own training performance, using existing learning resources in a safe and comfortable learning environment.

It emphasises the training as being driven by the work process and context, and applies to a person working under supervision as a work skill instructor in a wide range of settings not restricted to training organisations,

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

Unit Sector

Delivery and facilitation

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Organise instruction and demonstration	1.1 Gather information about learner characteristics and learning needs 1.2 Confirm a safe learning environment 1.3 Gather and check instruction, demonstration objectives, and seek assistance if required 1.4 Access and review relevant learning resources and learning materials for suitability and relevance, and seek assistance to interpret the contextual application 1.5 Organise access to necessary equipment or physical resources required for instruction and demonstration 1.6 Notify learners of details regarding the implementation of the learning program and/or delivery plan
2. Conduct instruction and demonstration	2.1 Use interpersonal skills with learners to establish a safe and comfortable learning environment 2.2 Follow the learning program and/or delivery plan to cover all learning objectives 2.3 Brief learners on any workplace health and safety (WHS) procedures and requirements prior to, and during, training 2.4 Use delivery techniques to structure, pace and enhance learning 2.5 Apply coaching techniques to assist learning 2.6 Use communication skills to provide information, instruct learners and demonstrate relevant work skills 2.7 Provide opportunities for practice during instruction and through work activities 2.8 Provide and discuss feedback on learner performance to support learning
3. Check training performance	3.1 Use measures to ensure learners are acquiring, and can use, new technical and generic skills and knowledge 3.2 Monitor learner progress and outcomes in consultation with the learner 3.3 Review relationship between the trainer/coach and the learner, and adjust to suit learner needs
4. Review personal training performance	4.1 Reflect upon personal performance in providing instruction and demonstration, and document strategies for improvement 4.2 Maintain, store and secure learner records, according to organisational and legal requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Learning	4.1	Reflects on practice to improve
Reading	1.1, 1.3, 1.4, 2.2	Sources and interprets processes and procedures, learning resources and information relevant to providing a work instruction and delivery
Writing	1.4, 1.6, 2.3, 2.6, 2.8, 3.2, 4.1, 4.2	Accurately maintains learner records and documentation appropriate to the learning context and audience
Oral Communication	1.1, 1.6, 2.3, 2.4, 2.6	Uses appropriate communication strategies to engage, build rapport, provide instruction, monitor progress and provide feedback to individuals or groups
Interact with others	1.2, 1.3, 2.1, 2.5, 2.8, 3.2	Recognises the importance of consultation and negotiation while collaborating to confirm strategy and achieve required outcomes Asks questions in order to clarify understanding, and to provide and seek feedback Builds rapport to establish effective working relationships and to achieve effective outcomes
Get the work done	1.1-1.6, 2.1-2.8, 3.1-3.3, 4.1, 4.2	Organises and completes work according to defined requirements, taking responsibility for some decisions and sequencing tasks to achieve efficient outcomes Identifies and responds to potential risks, problems and opportunities for improvement and considers options for different approaches

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
TAEDEL301 Provide work skill instruction	TAEDEL301A Provide work skill instruction	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

Assessment Requirements for TAEDEL301 Provide work skill instruction

Modification History

Release	Comments
Release 1	This version first released with TAE Training and Education Training Package Version 2.0.

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in the elements and performance criteria of this unit, including:

carrying out a minimum of three training sessions, involving demonstrating and instructing particular work skills for at least two different individuals or small groups, with each session addressing:

different learning objectives

a range of delivery techniques and effective communication skills appropriate to the audience.

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge to effectively complete the task outlined in the elements and performance criteria of this unit. This includes knowledge of:

learner characteristics and needs

the content and requirements of the relevant learning program, and/or the delivery plan

the sources and availability of relevant learning resources and learning materials

the content of relevant learning resources and learning materials

training techniques that enhance learning, and when to use them

introductory knowledge of learning principles and learning styles

key workplace health and safety (WHS) issues in the learning environment, including:

roles and responsibilities of key personnel

responsibilities of learners

relevant policies and procedures, including hazard identification, risk assessment, reporting requirements, safe use of equipment and emergency procedures

risk controls for the specific learning environment.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Conditions must be typical of those experienced in the training and assessment environment and include access to any necessary workplace documents.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

TAEDEL401 Plan, organise and deliver group-based learning

Modification History

Release	Comments
Release 2	This was first released with TAE Training and Education Training Package Release 2.1. Minor update to Assessment Conditions.
Release 1	This version first released with TAE Training and Education Training Package Release 2.0.

Application

This unit describes the skills and knowledge required to plan, organise and deliver training for individuals within a group.

It applies to a person working as an entry-level trainer, teacher or facilitator structuring a learning program developed by others in, or with, a training and assessment organisation.

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

Unit Sector

Delivery and facilitation

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Interpret learning environment and delivery requirements	1.1 Access, read, and interpret learning program documentation to determine delivery requirements 1.2 Use available information and documentation to identify group and individual learner needs, and learner characteristics 1.3 Identify and assess constraints, and risks to delivery 1.4 Confirm personal role and responsibilities in planning, and delivering training, with relevant personnel
2. Prepare session plans	2.1 Refine existing learning objectives according to program requirements and specific needs of individual learners 2.2 Develop session plans and document these plans for each segment of the learning program 2.3 Use knowledge of learning principles and theories to generate ideas for managing session delivery
3. Prepare resources for delivery	3.1 Contextualise learning materials to meet the needs of the specific learner group 3.2 Finalise learning materials and organise facility, technology and equipment needs in time for delivery of learning sessions 3.3 Confirm overall delivery arrangements with relevant personnel
4. Deliver and facilitate training sessions	4.1 Conduct each session according to the session plan, modified where appropriate to meet learner needs 4.2 Use the diversity of the group as another resource to support learning 4.3 Employ a range of delivery methods to optimise learner experiences 4.4 Demonstrate effective facilitation skills to ensure effective participation and group management
5. Support and monitor learning	5.1 Monitor, and document, learner progress to ensure outcomes are being achieved, and individual learner needs are being met 5.2 Make adjustments to the delivery sessions to reflect specific needs and circumstances 5.3 Manage inappropriate behaviour to ensure that learning can take place 5.4 Maintain and store learner records according to organisational requirements

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 1.3, 2.1, 3.1, 5.1	Access, read and interpret documentation relevant to the learning context, including program documents, learning materials, policies and procedures relevant to the context
Writing	2.1, 2.2, 2.3, 3.1, 3.2, 3.3, 5.1, 5.2, 5.4	Develops and maintains workplace documentation accurately and in response to required needs
Oral Communication	1.2, 1.3, 4.1, 4.3, 4.4	Uses communication techniques to build rapport and explore requirements Facilitates training in an appropriate style for both individuals and groups
Navigate the world of work	1.4, 5.4	Recognises and follows organisational protocols, policies and procedures relevant to own role
Interact with others	1.4, 3.3, 4.4, 5.3	Cooperates and collaborates with others as part of routine activities to achieve team results, and to confirm that outcomes meet requirements Recognises inappropriate behaviours and the potential for conflict, and implements strategies to maintain an appropriate learning environment
Get the work done	1.1-1.4, 2.1-2.3, 3.1-3.3, 4.1-4.4, 5.1-5.4	Organises and completes work according to defined requirements, taking responsibility for decisions and sequencing tasks to achieve efficient outcomes Identifies and responds to problems and opportunities for improvement and considers options for different approaches Uses information and communications technology (ICT) based tools to access, organise, analyse and display information relevant to role

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
TAEDEL401 Plan, organise and deliver group-based learning	TAEDEL401A Plan, organise and deliver group-based learning	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

Assessment Requirements for TAEDEL401 Plan, organise and deliver group-based learning

Modification History

Release	Comments
Release 2	This was first released with TAE Training and Education Training Package Release 2.1. Minor update to Assessment Conditions.
Release 1	This version first released with TAE Training and Education Training Package Release 2.0.

Performance Evidence

The candidate must show evidence of the ability to complete the tasks outlined in the elements and performance criteria of this unit, including:

facilitating group-based learning by preparing and delivering at least three training sessions, including:

at least two consecutive sessions of at least 40 minutes duration, that follow one of the learning program designs, to a learner group of at least eight individuals

at least one session delivered to a learner group of at least eight individuals, with evidence of how the characteristics and needs of this group were addressed

identifying and responding to individual needs

accessing and using documented resources, and any support personnel required to guide inclusive practices.

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge to effectively complete the task outlined in the elements and performance criteria of this unit. This includes knowledge of:

learning theories and principles

resources available to identify different learner styles

the relevant industry area and subject matter of the delivery

the learner group profile, including characteristics and needs of individual learners in the group

the requirements of the learning program and/or delivery plan, and the content purpose

different delivery methods and techniques appropriate to face-to-face group delivery

different techniques for the recognition and resolution of inappropriate behaviours

behaviours that may indicate learner difficulties, and the methods used to address these difficulties

the purpose of organisational record-management systems and reporting requirements

evaluation and revision techniques used to improve session plans

specific resources, equipment and support services available for learners with special needs

assessment and risk control measures relating to the facilitation of group-based learning

policies and procedures relevant to the learning environment.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Conditions must be typical of those experienced in the training and assessment environment, and include access to learning program designs in use in the learning environment.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

TAEDES501 Design and develop learning strategies

Modification History

Release	Comments
Release 2	This was first released with TAE Training and Education Training Package Release 2.1. Minor update to Assessment Conditions.
Release 1	This version first released with TAE Training and Education Training Package Release 2.0.

Application

This unit describes the skills and knowledge required to design, develop and review learning strategies.

It applies to those who work under limited supervision and use a range of specialised technical or managerial skills to develop learning strategies relevant to both Training Package qualifications and course-based qualifications.

The learning strategy provides an overview or outline only. Detailed guidance is provided in the content of specific learning programs.

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

Unit Sector

Learning design

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Determine the parameters of the learning strategy	1.1 Clarify the purpose of the learning strategy, likely target groups and their learning needs 1.2 Research qualification or other benchmark options for meeting the likely target group needs and select an appropriate option 1.3 Consult with relevant people to confirm the parameters of the learning strategy
2. Develop the framework for the learning strategy	2.1 Develop a learning strategy design that reflects the requirements of the selected qualification or other benchmark 2.2 Analyse industry or organisation documentation to determine additional and supporting requirements 2.3 Research and analyse options for design, based on likely target groups, their learning needs and contexts for delivery 2.4 Use appropriate learning theories and instructional design principles to support the learning strategy design 2.5 Identify and document learning outcomes 2.6 Consult to modify and confirm the framework 2.7 Develop the review process for the learning strategy
3. Devise the content and structure of the learning strategy	3.1 Construct content headings from learning outcomes to form an overview of content to be addressed 3.2 Sequence the content to support learning and determine overall timelines within operating constraints 3.3 Express learning strategy outcomes to reflect both generic and specific learning outcomes to be achieved 3.4 Identify and document appropriate delivery and assessment strategies, taking account of the learning parameters, design framework and learning context 3.5 Identify and document operational requirements
4. Review the learning strategy	4.1 Review the learning strategy in collaboration with relevant people against specified criteria prior to and post implementation 4.2 Document a post-implementation review process that includes measures for identifying the effectiveness and quality of the learning strategy 4.3 Make recommendations based on outcomes of the review processes, where appropriate, and document these 4.4 Make modifications and document as part of a continuous improvement strategy

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 2.2, 2.3, 2.5, 3.4, 3.5, 4.1	Sources, analyses and interprets written information, including training standards, organisational policies and procedures and review data to identify relevance for learning strategy and continuous improvement
Writing	1.1, 2.1, 2.4, 2.5, 2.6, 2.7, 3.1, 3.2, 3.3, 3.4, 3.5, 4.2, 4.3, 4.4	Produces documents, including a learning strategy, that incorporates the analysis of information, and is presented in clear and format and style appropriate to audience and context
Numeracy	3.2	Structures timeframes to represent a sequence of events
Interact with others	1.1, 1.3, 2.6, 4.1	Recognises the importance of consultation and collaboration to clarify strategy and receive and incorporate feedback
Get the work done	1.1-1.3, 2.1-2.7, 3.1-3.5, 4.1-4.4	Plans, organises and completes work according to defined requirements taking responsibility for decisions Identifies and responds to problems and opportunities for improvement and considers options for different approaches Sequences tasks to achieve efficient outcomes and identifies appropriate process milestones and performance indicators to monitor progress

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
TAEDES501 Design and develop learning strategies	TAEDES501A Design and develop learning strategies	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

Assessment Requirements for TAEDES501 Design and develop learning strategies

Modification History

Release	Comments
Release 2	This was first released with TAE Training and Education Training Package Release 2.1. Minor update to Assessment Conditions.
Release 1	This version first released with TAE Training and Education Training Package Release 2.0.

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in the elements and performance criteria of this unit, including:

preparation and presentation of a minimum of two examples of learning strategies designed by the candidate, with differentiated design structures in each that:

reflect the specific requirements of the qualification or skill set, and

reflect client needs and the contexts of application

documentation of a review that provides outcomes and evidence of continuous improvement.

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge to effectively complete the task outlined in the elements and performance criteria of this unit. This includes knowledge of:

Training Packages, including the content of Training Packages relevant to the learning strategy

accredited courses and the similarities and differences between them and the skill sets, or qualifications, within training packages

NVR/AQTF requirements for Registered Training Organisations (RTOs) in terms of their effect on the design, and development, of learning strategies

The Australian Qualifications Framework (AQF) including:

key features of each qualification type

AQF pathways policy including credit transfer

industry and enterprise requirements, including:

those relevant to the learning strategy

industry licensing arrangements, where relevant

the main branches of learning theory incorporating behavioural learning theory, cognitive learning theory, experiential learning theory, information processing theory and current research on learning, as it relates to teaching in an adult environment

assessment approaches, including:

the basis and rationale for different assessment methods appropriate to the learning strategy.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Conditions must be typical of those experienced in the training and assessment environment, and include access to NVR/AQTF requirements for RTOs.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

TAELED803 Implement improved learning practice

Modification History

Release	Comments
Release 1	This version first released with TAE Training and Education Training Package Version 2.0.

Application

This unit describes the skills and knowledge required to initiate, and implement, practices that support the improvement of learning strategies in an organisational context. It includes:

evaluating ways to improve learning practice, managing and monitoring the means by which to improve learning, analysing, and advancing adoption of improved learning practice

methods for improving learning practice, including developing individual staff members from the perspective of the organisation’s needs and imperatives, and enhancing outcomes for learners and candidates.

It applies to leaders or managers who use research, theoretical analysis and professional investigation, to identify ways in which to implement learning practices that build organisational capabilities within a small to medium-sized organisation, or to a significant unit of activity in a large organisation.

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

Unit Sector

Learning and development

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate ways to improve learning practice	1.1 Review advances in learning practice within a given vocational, training, educational or content area 1.2 Review and challenge existing learning practice to develop, and test, improved approaches 1.3 Analyse interests, abilities, relationships and the contextual needs of relevant individuals, when promoting improved learning practice 1.4 Research how a range of appropriate learning theories and instructional design principles can improve learning practice 1.5 Ensure learning practice reflects the qualification requirements for nominated qualification/s
2. Manage and monitor the means to improve learning	2.1 Observe and assess learner styles with respect to the appropriateness of current vocational, training and educational learning strategies 2.2 Evaluate the role, and impact of, new technologies on learners and training techniques 2.3 Plan improved learning practice based on how learners currently learn 2.4 Plan improved learning practice based on the experience and personal interests of the learner
3. Analyse and advance the adoption of improved learning practice	3.1 Develop improved vocational, training and educational (VET) learning practice, appropriate to learner characteristics 3.2 Advocate for improved VET learning practice 3.3 Initiate research into improved learning practice 3.4 Design and test improved learning practice in realworld situations 3.5 Mentor colleagues to promote improved learning practice

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 1.3, 1.4, 1.5, 2.2	Sources, analyses and interprets written information relevant to learning theories, learning development and continuous improvement, to develop practice
Writing	1.2, 2.3, 2.4, 3.1, 3.2, 3.4	Produce relevant documentation using appropriate language, style and format, appropriate for the audience
Oral Communication	2.1, 3.2	Leads verbal exchanges to elicit information, explore requirements and to make recommendations to improve practice
Navigate the world of work	1.4, 3.1	Develops skills and knowledge of self, and others, related to the role by researching and analysing learning practice
Interact with others	1.3, 3.5	Collaborates and shares knowledge, and experience with others to develop improved practice
Get the work done	1.1-1.5, 2.1-2.4, 3.1-3.5	Uses systematic, analytical processes in complex, non-routine situations, gathering information, and identifying and evaluating options based on learner needs Plans, organises and completes work according to requirements, taking responsibility for decisions and sequencing tasks to achieve efficient outcomes Reviews and evaluates effectiveness of practice and products to inform strategic decisions Uses information and communications technology (ICT) based tools to conduct research, and to complete work tasks

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
TAEDEL803 Implement improved learning practice	TAELED703A Implement improved learning practice	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

Assessment Requirements for TAELED803 Implement improved learning practice

Modification History

Release	Comments
Release 1	This version first released with TAE Training and Education Training Package Version 2.0.

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in the elements and performance criteria of this unit, including:

implementing improved practice in at least one learning environment, including documentation to show:

an evaluation of ways in which to improve learning practice

how the process was managed and monitored

how learning was improved

how improved learning practice was advocated for

how colleagues were mentored in order to promote learning practice.

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge to effectively complete the task outlined in the elements and performance criteria of this unit. This includes knowledge of:

adult learning practice

contemporary policy and approaches to vocational learning and assessment

the content and requirements of the relevant delivery and assessment strategies

the content of learning resources and learning materials

the design and management of learning objects and content

different learning styles, and how to encourage learners, including:

theoretical learners

pragmatic learners

activist learners

reflective learners

kinaesthetic learners

audio learners

visual learners

tactile learners

left and right brain learners

learning strategies, teaching, and assessment methods

research relating to pedagogical theory and practice, learner interests and changing learning styles, and the application of information and communications technology (ICT) to learning and teaching

the sources and availability of relevant learning resources, and learning materials

the theory and practice relating to adult learning

training techniques that enhance learning and when to use them, including:

instruction and explanation

questioning

practice

written information

group, pair and team activities

individual activities

demonstration.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Conditions must be typical of those experienced in the training and assessment environment.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

TAELED804 Review enterprise e-learning systems and solutions implementation

Modification History

Release	Comments
Release 1	This version first released with TAE Training and Education Training Package Version 2.0.

Application

This unit describes the skills and knowledge required to design, review and implement advanced enterprise electronic learning (e-learning) solutions, as a member of a senior management team. It includes evaluating trends in e-learning in relation to organisational plans, monitoring e-learning resources, and ensuring any proposed solutions are tested, and evaluated, against organisational requirements.

This unit applies to leaders or managers working to ensure learning can enhance individual, team and organisational capabilities.

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

Unit Sector

Learning and development

Elements and Performance Criteria

ELEMENT	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1. Evaluate trends in e-learning	1.1 Identify and differentiate forms of elearning 1.2 Analyse trends in the deployment of information and communications technology (ICT) in education and learning 1.3 Analyse and evaluate integration of ICT for learning and business purposes 1.4 Explore how the convergence of different technologies can affect learning practice
2. Monitor e-learning resource alignment to organisational requirements	2.1 Research trends in teaching methods associated with different types of electronic learning resources 2.2 Determine the organisation’s strategic and learning requirements 2.3 Analyse and report risks associated with elearning implementation 2.4 Devise policy and procedures to ensure brief, focus and type of elearning resources are designed appropriate to organisational requirements 2.5 Establish how international elearning regimes, human resources and learning policies and procedures, will affect the design of elearning resources
3. Test and evaluate e-learning solutions	3.1 Set the parameters for testing elearning solutions, consistent with technical, user and organisational requirements 3.2 Review elearning resources and elearning systems or solutions, against criteria tied to learner and organisational requirements 3.3 Adjust learning resource design or delivery methods, where required to meet changing user and organisational requirements 3.4 Test and evaluate instructional design principles as appropriate for the given focus and context 3.5 Consult with learners, educators, designers and other personnel to evaluate constraints relating to organisation’s elearning systems and resources 3.6 Use research findings and reports on suggested improvements to elearning resources, or systems design, to inform future practice

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill	Performance Criteria	Description
Reading	1.1, 1.2, 1.3, 1.4, 2.1, 2.2, 2.3, 3.2	Sources, analyses and interprets written information, relevant to e-learning and the use of ICT in education and learning, assist with the review of e-learning solutions
Writing	2.3, 2.4, 3.1, 3.3, 3.5	Produce documents, including policies and procedures, that incorporate the analysis of information, appropriate to audience and context
Oral Communication	2.2, 2.3	Leads verbal exchanges using appropriate communication techniques to provide and elicit information, explore requirements, and evaluate e-learning systems and solutions
Navigate the world of work	2.4	Takes responsibility for developing and implementing policies, and procedures that meet organisational requirements
Interact with others	3.5	Collaborates and consults with others to build knowledge and understanding necessary for product and process evaluation
Get the work done	1.1-1.4, 2.1-2.5, 3.1-3.6	Uses systematic, analytical processes in complex, non-routine situations, gathering information and identifying and evaluating options based on organisational requirements Plans, organises and completes work according to requirements, taking responsibility for decisions and sequencing tasks to achieve efficient outcomes Reviews and evaluates effectiveness of practice and products to inform strategic decisions Uses ICT-based tools to conduct research, evaluate products, monitor trends and to complete work tasks

Unit Mapping Information

Code and title current version	Code and title previous version	Comments	Equivalence status
TAEDEL804 Review enterprise e-learning systems and solutions implementation	TAELED704A Review enterprise e-learning systems and solutions implementation	Updated to meet Standards for Training Packages	Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

Assessment Requirements for TAELED804 Review enterprise e-learning systems and solutions implementation

Modification History

Release	Comments
Release 1	This version first released with TAE Training and Education Training Package Version 2.0.

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in the elements and performance criteria of this unit, including:

to analyse trends in e-learning

monitor and evaluate one e-learning solution set-up for one business need, or the needs of a specified user group

document, review and evaluate the elearning resources and policies, and procedures to meet organisational and individual learner needs

make recommendations for improvements.

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge to effectively complete the task outlined in the elements and performance criteria of this unit. This includes knowledge of:

elearning resources and systems testing and evaluation strategies

assessment instruments and strategy design

continuous improvement processes

information technology principles and terminology, for example, those related to using the internet, reviewing technology capabilities, describing elearning methodologies, and using related vocabulary

how to create an effective learning experience using electronic technology

instructional design for electronic materials, including:

systematic instructional strategies

learning design principles

criterionreferenced assessment

the order of increasing difficulty

opportunities for the review of material, and repetition

need for interactivity

the inclusion of a variety of approaches and techniques for presenting information and activities

the structure and sequencing of information

what happens if the learner makes a mistake

how to get help

the techniques to hold a user’s attention

designing a visual interface for improved learning, including graphics, use of fonts, and white space, and repetitive items

learning strategy design

organisational learning theory

the organisational policies and procedures related to e-learning systems

quality management compliance requirements

relevant obligations under the system requirements

a range of elearning environments, and their application, in designing e-learning resources.

Assessment Conditions

Gather evidence to demonstrate consistent performance in conditions that are safe and replicate the workplace. Conditions must be typical of those experienced in the training and assessment environment, and include access to an e-learning system.

Assessors must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=35337905-785d-4f93-8777-e9991ad4c6c3

TLIE4006 Collect, analyse and present workplace data and information

Modification History

Release 1. This is the first release of this unit of competency in the TLI Transport and Logistics Training Package.

Application

This unit involves the skills and knowledge required to collect, analyse and present workplace data and information as part of workplace operations.

It includes identifying required information, analysing and preparing information for use, explaining information and presenting workplace information to others.

Work is performed under general or limited supervision, generally within a team environment.

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

Pre-requisite Unit

Not applicable.

Competency Field

E – Communication and Calculation

Unit Sector

Not applicable.

Elements and Performance Criteria

ELEMENTS	PERFORMANCE CRITERIA
Elements describe the essential outcomes.	Performance criteria describe the performance needed to demonstrate achievement of the element.
1	Collect required data and information	1.1	Purpose of data and information collection is confirmed
1.2	Sources of data and information are established
1.3	Appropriate data and information is identified
2	Prepare data and information for use	2.1	Data and information is collated and analysed in accordance with workplace procedures
2.2	Data and information are organised and presented in a logical manner
2.3	Checks for accuracy are made
3	Explain information	3.1	Data and information collection and analysis is explained to others in a way that effectively contributes to workplace operations
3.2	Outcomes of data and information analysis are presented to others using appropriate presentation modes and resources
3.3	Questions are answered and appropriate clarification is given
4	Present workplace information	4.1	Information is processed and forwarded to appropriate personnel in accordance with workplace procedures
4.2	Processed information is collated and stored in accordance with workplace procedures

Foundation Skills

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

Range of Conditions

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions can be found in the Companion Volume Implementation Guide.

Unit Mapping Information

This unit replaces and is equivalent to TLIE4006A Collect, analyse and present workplace data and information.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=df441c6e-213d-43e3-874c-0b3f7036d851

Assessment Requirements for TLIE4006 Collect, analyse and present workplace data and information

Modification History

Release 1. This is the first release of this unit of competency in the TLI Transport and Logistics Training Package.

Performance Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:
applying relevant legislation and workplace procedures communicating and working effectively with others when collecting, analysing and presenting workplace data and information completing relevant documentation identifying and using required communications and presentation technology monitoring and prioritising work activities in terms of planned schedule planning own work including predicting consequences and identifying improvements reading, interpreting and following relevant instructions and procedures working systematically with required attention to detail.

Knowledge Evidence

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:
presentation and communication techniques including barriers to effective communication and how to overcome them principles of effective presentation and communication of information protocols and procedures for the collection, analysis and presentation of workplace data and information using relevant technology relevant procedures and duty of care requirements sources of data and information and procedures for processing the information for workplace use typical presentation and communications problems, and appropriate action and solutions.

Assessment Conditions

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment include:

a range of relevant exercises, case studies and/or simulations

relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=df441c6e-213d-43e3-874c-0b3f7036d851

BSB Business Services Training Package

Modification History

Release Number	Release Date	Comments
Release 8.0	January 2022	AISC endorsement of the following BSB components. Qualification Two qualifications revised into one qualification: BSB41021 Certificate IV in Aboriginal and Torres Strait Islander Governance Units of competency 11 newly created units of competency: BSBFNG409 Comply with Aboriginal and Torres Strait Islander organisation director obligations BSBOPS407X Support organisational response to disruption BSBOPS506X Plan for organisational disruption BSBOPS507X Manage organisational response to disruption BSBXCS304 Apply cyber hygiene best practices BSBXCS305 Identify and assess cyber security insider threats and risks BSBXCS306 Apply own techniques to prevent cyber security insider threats BSBXCS406 Develop cyber security insider threat and risk response plans BSBXCS407 Develop cyber hygiene best practice plan BSBXCS408 Develop employee cyber security risk profiles BSBXCS409 Plan and implement organisational cyber security insider threat prevention strategies 27 units revised to become 8 units of competency: BSBFNG401 Plan and chair Aboriginal and Torres Strait Islander organisation board meetings BSBFNG402 Interact with Aboriginal and Torres Strait Islander organisation members and the community BSBFNG403 Participate as a board member of an Aboriginal and Torres Strait Islander organisation BSBFNG404 Maintain and protect cultural values in an Aboriginal and Torres Strait Islander organisation BSBFNG405 Review and apply the constitution in an Aboriginal and Torres Strait Islander organisation BSBFNG406 Assist in developing and implementing Aboriginal and Torres Strait Islander organisational policies BSBFNG407 Oversee asset management in an Aboriginal and Torres Strait Islander organisation BSBFNG408 Represent an Aboriginal and Torres Strait Islander organisation SSO (Skills Service Organisation) upgrade of the following components. Skill sets Five newly created skill sets: BSBSS00130 Workplace Cyber Security Foundations Skill Set BSBSS00131 Workplace Cyber Security Threat and Risk Prevention Skill Set BSBSS00132 Organisational Disruption Management Skill Set BSBSS00133 Organisational Disruption Support Skill Set BSBSS00134 Aboriginal and Torres Strait Islander Governance Foundations Skill Set Qualifications Minor updates were made to seven qualifications from the BSB Business Services Training Package Version 7.2 BSB30120 Certificate III in Business BSB30719 Certificate III in Work Health and Safety BSB40320 Certificate IV in Entrepreneurship and New Business BSB40520 Certificate IV in Leadership and Management BSB50420 Diploma of Leadership and Management BSB50620 Diploma of Marketing and Communication BSB60520 Advanced Diploma of Marketing and Communication Units of competency Minor updates were made to seven units of competency from the BSB Business Services Training Package Version 7.2 BSBCMM412 Lead difficult conversations BSBHRM612 Contribute to the development of employee and industrial relations strategies BSBINS501 Implement information and knowledge management systems BSBLEG522 Apply legal principles in contract law matters BSBSTR801 Lead innovative thinking and practice BSBTEC501 Develop and implement an e-commerce strategy BSBWHS415 Contribute to implementing WHS management systems.
Release 7.2	July 2021	AISC endorsement of the following BSB components. Unit of competency 1 new unit of competency was created for this BSB Business Services Training Package Version 7.2: BSBWHS432X Contribute to organisational mental health response in the context of disruptive events. The following BSB components were added to the BSB Business Services Training Package Version 7.2 as part of an SSO upgrade. 2 qualifications were updated to include newly created unit BSBWHS432X Contribute to organisational mental health response in the context of disruptive events in their elective unit lists: BSB40520 Certificate IV in Leadership and Management BSB50420 Diploma of Leadership and Management. 1 new skill set was created: BSBSS00129 Cross-Sector Mental Health and Organisational Disruption Skill Set. Minor updates were made to the following BSB components to resolve typographical errors in the BSB Business Services Training Package Version 7.1 Units of competency Minor updates were made to two units of competency from the BSB Business Services Training Package Version 7.1: BSBPEF301 Organise personal work priorities BSBXCM501 Lead communication in the workplace
Release 7.1	February 2021	The following BSB component has been updated. The qualification contained an imported unit of competency identified as having zero enrolments over the last three years and directed for deletion by the AISC. Qualification Minor update was made to 1 qualification from the BSB Business Services Training Package Version 7.0: BSB20120 Certificate II in Workplace Skills. Minor updates were made to the following BSB components to resolve typographical errors in the BSB Business Services Training Package Version 7.0 Units of competency Minor updates were made to 6 units of competency from the BSB Business Services Training Package Version 7.0: BSBHRM414 Use human resources information systems BSBLDR522 Manage people performance BSBMKG439 Develop and apply knowledge of communications industry BSBMKG546 Develop social media engagement plans BSBPMG422 Apply project quality management techniques BSBPMG424 Apply project human resources management approaches BSBPMG425 Apply project information management and communications techniques BSBSTR601 Manage people performance. Qualification Minor updates were made to 3 qualifications from the BSB Business Services Training Package Version 7.0: BSB20120 Certificate II in Workplace Skills BSB40520 Certificate IV in Leadership and Management BSB40620 Certificate IV in Legal Services.
Release 7.0	October 2020	AISC endorsement of the following BSB components. Qualifications 33 qualifications were updated from BSB Business Services Training Package Version 6.1: BSB10120 Certificate I in Workplace Skills BSB20120 Certificate II in Workplace Skills BSB30120 Certificate III in Business BSB30220 Certificate III in Entrepreneurship and New Business BSB30320 Certificate III in Legal Services BSB30420 Certificate III in Library and Information Services BSB40120 Certificate IV in Business BSB40220 Certificate IV in Aboriginal and Torres Strait Islander Governance BSB40320 Certificate IV in Entrepreneurship and New Business BSB40420 Certificate IV in Human Resource Management BSB40520 Certificate IV in Leadership and Management BSB40620 Certificate IV in Legal Services BSB40720 Certificate IV in Library and Information Services BSB40820 Certificate IV in Marketing and Communication BSB40920 Certificate IV in Project Management Practice BSB50120 Diploma of Business BSB50220 Diploma of Aboriginal and Torres Strait Islander Governance BSB50320 Diploma of Human Resource Management BSB50420 Diploma of Leadership and Management BSB50520 Diploma of Library and Information Services BSB50620 Diploma of Marketing and Communication BSB50720 Diploma of Paralegal Services BSB50820 Diploma of Project Management BSB50920 Diploma of Quality Auditing BSB60120 Advanced Diploma of Business BSB60220 Advanced Diploma of Conveyancing BSB60320 Advanced Diploma of Human Resource Management BSB60420 Advanced Diploma of Leadership and Management BSB60520 Advanced Diploma of Marketing and Communication BSB60720 Advanced Diploma of Program Management BSB80120 Graduate Diploma of Management (Learning) BSB80220 Graduate Diploma of Portfolio Management BSB80320 Graduate Diploma of Strategic Leadership. 7 qualifications were deleted from BSB Business Services Training Package Version 6.1: BSB30515 Certificate III in Business Administration (International Education) BSB30615 Certificate III in International Trade BSB40715 Certificate IV in Franchising BSB40915 Certificate IV in Governance BSB50515 Diploma of Franchising BSB52318 Diploma of Governance BSB80315 Graduate Certificate in Leadership Diversity. Units of competency 20 units of competency were newly created for this BSB Business Services Training Package Version 7.0: BSBCMM412 Lead difficult conversations BSBCNV616 Comply with tax obligations in a conveyancing transaction BSBCRT611 Apply critical thinking for complex problem solving BSBFIN502 Manage financial compliance BSBINS502 Coordinate data management BSBINS515 Participate in archiving activities BSBINS516 Undertake cataloguing activities BSBLEG425 Apply principles of legal project management BSBLEG531 Apply legal principles in administrative law matters BSBLEG533 Support alternative dispute resolution processes BSBLEG534 Take instructions in a legal services environment BSBMKG628 Lead organisational public relations BSBOPS302 Identify business risk BSBOPS306 Record stakeholder interactions BSBPMG541 Manage complex projects BSBSUS412 Develop and implement workplace sustainability plans BSBSUS413 Evaluate and report on workplace sustainability BSBTEC203 Research using the internet BSBTEC601 Review organisational digital strategy BSBTWK601 Develop and maintain strategic business networks. 283 units of competency were updated from BSB Business Services Training Package Version 6.1: BSBAUD411 Participate in quality audits BSBAUD412 Work within compliance frameworks BSBAUD511 Initiate quality audits BSBAUD512 Lead quality audits BSBAUD513 Report on quality audits BSBAUD514 Interpret compliance requirements BSBAUD515 Evaluate and review compliance BSBAUD516 Develop and monitor processes for the management of breaches in compliance requirements BSBAUD601 Establish and manage compliance management systems BSBCMM211 Apply communication skills BSBCMM411 Make presentations BSBCMM511 Communicate with influence BSBCNV511 Take instructions in relation to a conveyancing transaction BSBCNV512 Finalise the conveyancing transaction BSBCNV611 Interpret a legal document and provide advice in a conveyancing transaction BSBCNV612 Identify and apply legal requirements for a conveyancing transaction BSBCNV613 Prepare legal documents for a conveyancing transaction BSBCNV614 Apply principles of trust accounting BSBCNV615 Interpret search results for a conveyancing transaction BSBCRT201 Develop and apply thinking and problem solving skills BSBCRT311 Apply critical thinking skills in a team environment BSBCRT411 Apply critical thinking to work practices BSBCRT412 Articulate, present and debate ideas BSBCRT413 Collaborate in creative processes BSBCRT511 Develop critical thinking in others BSBCRT512 Originate and develop concepts BSBDAT201 Collect and record data BSBDAT501 Analyse data BSBESB301 Investigate business opportunities BSBESB302 Develop and present business proposals BSBESB303 Organise finances for new business ventures BSBESB304 Determine resource requirements for new business ventures BSBESB305 Address compliance requirements for new business ventures BSBESB401 Research and develop business plans BSBESB402 Establish legal and risk management requirements of new business ventures BSBESB403 Plan finances for new business ventures BSBESB404 Market new business ventures BSBESB405 Manage compliance for small businesses BSBESB406 Establish operational strategies and procedures for new business ventures BSBESB407 Manage finances for new business ventures BSBFIN301 Process financial transactions BSBFIN302 Maintain financial records BSBFIN401 Report on financial activity BSBFIN501 Manage budgets and financial plans BSBFIN601 Manage organisational finances BSBFIN801 Lead financial strategy development BSBHRM411 Administer performance development processes BSBHRM412 Support employee and industrial relations BSBHRM413 Support the learning and development of teams and individuals BSBHRM414 Use human resources information systems BSBHRM415 Coordinate recruitment and onboarding BSBHRM416 Process payroll BSBHRM417 Support human resources functions and processes BSBHRM521 Facilitate performance development processes BSBHRM522 Manage employee and industrial relations BSBHRM523 Coordinate the learning and development of teams and individuals BSBHRM524 Coordinate workforce plan implementation BSBHRM525 Manage recruitment and onboarding BSBHRM526 Manage payroll BSBHRM527 Coordinate human resource functions and processes BSBHRM528 Coordinate remuneration and employee benefits BSBHRM529 Coordinate separation and termination processes BSBHRM530 Coordinate rehabilitation and return to work programs BSBHRM531 Coordinate health and wellness programs BSBHRM611 Contribute to organisational performance development BSBHRM612 Contribute to the development of employee and industrial relations strategies BSBHRM613 Contribute to the development of learning and development strategies BSBHRM614 Contribute to strategic workforce planning BSBHRM615 Contribute to the development of diversity and inclusion strategies BSBINS201 Process and maintain workplace information BSBINS202 Handle receipt and dispatch of information BSBINS203 Assist with circulation services BSBINS301 Develop and use information literacy skills BSBINS302 Organise workplace information BSBINS303 Use knowledge management systems BSBINS304 Process and maintain information resources BSBINS305 Participate in cataloguing activities BSBINS306 Provide multimedia support BSBINS307 Retrieve information from records BSBINS308 Control records BSBINS309 Maintain business records BSBINS401 Analyse and present research information BSBINS402 Coordinate workplace information systems BSBINS403 Obtain information from external and networked sources BSBINS404 Search library and information databases BSBINS405 Use integrated library management systems BSBINS406 Assist customers to access information BSBINS407 Consolidate and maintain library industry knowledge BSBINS408 Provide information from and about records BSBINS409 Maintain and monitor digital information and records BSBINS410 Implement records systems for small business BSBINS501 Implement information and knowledge management systems BSBINS503 Monitor compliance with copyright and licence requirements BSBINS504 Maintain digital repositories BSBINS505 Provide subject access and classify material BSBINS506 Implement lending and borrowing processes for collections BSBINS507 Use advanced functions of integrated library management systems BSBINS508 Research and analyse information to meet library customer needs BSBINS509 Promote literature and reading BSBINS510 Develop community and stakeholder relationships in a library environment BSBINS511 Develop and promote library activities, events and public programs BSBINS512 Monitor business records systems BSBINS513 Contribute to records management framework BSBINS514 Contribute to records retention and disposal schedule BSBINS601 Manage knowledge and information BSBINS602 Extend own information literacy skills to locate information BSBINS603 Initiate and lead applied research BSBINS604 Contribute to collection management BSBLDR301 Support effective workplace relationships BSBLDR411 Demonstrate leadership in the workplace BSBLDR412 Communicate effectively as a workplace leader BSBLDR413 Lead effective workplace relationships BSBLDR414 Lead team effectiveness BSBLDR521 Lead the development of diverse workforces BSBLDR522 Manage people performance BSBLDR523 Lead and manage effective workplace relationships BSBLDR601 Lead and manage organisational change BSBLDR602 Provide leadership across the organisation BSBLDR811 Lead strategic transformation BSBLDR812 Develop and cultivate collaborative partnerships and relationships BSBLDR813 Lead and influence ethical practice BSBLEG311 Work in a legal services environment BSBLEG312 Carry out search of the public record BSBLEG313 Lodge documents in a legal services environment BSBLEG314 Protect information in a legal services environment BSBLEG315 Assist in planning activities in a legal services environment BSBLEG421 Apply understanding of the Australian legal system BSBLEG422 Maintain a file in a legal services environment BSBLEG423 Conduct simple legal research BSBLEG424 Support the drafting of complex legal documents BSBLEG521 Conduct and apply legal research BSBLEG522 Apply legal principles in contract law matters BSBLEG523 Apply legal principles in tort law matters BSBLEG524 Apply principles of evidence law in matters under litigation BSBLEG525 Apply legal principles in intellectual property law matters BSBLEG526 Apply legal principles in criminal law matters BSBLEG527 Apply legal principles in family law matters BSBLEG528 Apply legal principles in property law matters BSBLEG529 Apply legal principles in corporation law matters BSBLEG530 Apply legal principles in wills and probate matters BSBLEG532 Assist with court procedure BSBMKG431 Assess marketing opportunities BSBMKG432 Research international markets BSBMKG433 Undertake marketing activities BSBMKG434 Promote products and services BSBMKG435 Analyse consumer behaviour BSBMKG436 Design and test direct marketing activities BSBMKG437 Create and optimise digital media BSBMKG438 Implement and monitor advertising production BSBMKG439 Develop and apply knowledge of communications industry BSBMKG440 Apply marketing communication across a convergent industry BSBMKG441 Develop public relations documents BSBMKG442 Conduct e-marketing communications BSBMKG541 Identify and evaluate marketing opportunities BSBMKG542 Establish and monitor the marketing mix BSBMKG543 Plan and interpret market research BSBMKG544 Plan and monitor direct marketing activities BSBMKG545 Conduct marketing audits BSBMKG546 Develop social media engagement plans BSBMKG547 Develop strategies to monetise digital engagement BSBMKG548 Forecast international market and business needs BSBMKG549 Profile and analyse consumer behaviour for international markets BSBMKG550 Promote products and services to international markets BSBMKG551 Create multiplatform advertisements for mass media BSBMKG552 Design and develop marketing communication plans BSBMKG553 Develop public relations campaigns BSBMKG554 Plan and develop public relations publications BSBMKG555 Write persuasive copy BSBMKG621 Develop organisational marketing strategy BSBMKG622 Manage organisational marketing processes BSBMKG623 Develop marketing plans BSBMKG624 Manage market research BSBMKG625 Implement and manage international marketing programs BSBMKG626 Develop advertising campaigns BSBMKG627 Execute advertising campaigns BSBOPS101 Use business resources BSBOPS201 Work effectively in business environments BSBOPS202 Engage with customers BSBOPS203 Deliver a service to customers BSBOPS301 Maintain business resources BSBOPS303 Organise schedules BSBOPS304 Deliver and monitor a service to customers BSBOPS305 Process customer complaints BSBOPS401 Coordinate business resources BSBOPS402 Coordinate business operational plans BSBOPS403 Apply business risk management processes BSBOPS404 Implement customer service strategies BSBOPS405 Organise business meetings BSBOPS406 Participate in organisational governance BSBOPS501 Manage business resources BSBOPS502 Manage business operational plans BSBOPS503 Develop administrative systems BSBOPS504 Manage business risk BSBOPS505 Manage organisational customer service BSBOPS601 Develop and implement business plans BSBOPS602 Monitor corporate governance activities BSBPEF101 Plan and prepare for work readiness BSBPEF201 Support personal wellbeing in the workplace BSBPEF202 Plan and apply time management BSBPEF301 Organise personal work priorities BSBPEF302 Develop self-awareness BSBPEF401 Manage personal health and wellbeing BSBPEF402 Develop personal work priorities BSBPEF403 Lead personal development BSBPEF501 Manage personal and professional development BSBPEF502 Develop and use emotional intelligence BSBPMG420 Apply project scope management techniques BSBPMG421 Apply project time management techniques BSBPMG422 Apply project quality management techniques BSBPMG423 Apply project cost management techniques BSBPMG424 Apply project human resources management approaches BSBPMG425 Apply project information management and communications techniques BSBPMG426 Apply project risk management techniques BSBPMG427 Apply project procurement procedures BSBPMG428 Apply project life cycle management processes BSBPMG429 Apply project stakeholder engagement techniques BSBPMG430 Undertake project work BSBPMG530 Manage project scope BSBPMG531 Manage project time BSBPMG532 Manage project quality BSBPMG533 Manage project cost BSBPMG534 Manage project human resources BSBPMG535 Manage project information and communication BSBPMG536 Manage project risk BSBPMG537 Manage project procurement BSBPMG538 Manage project stakeholder engagement BSBPMG539 Manage project governance BSBPMG540 Manage project integration BSBPMG630 Enable program execution BSBPMG631 Manage program delivery BSBPMG632 Manage program risk BSBPMG633 Provide leadership for the program BSBPMG634 Facilitate stakeholder engagement BSBPMG635 Implement program governance BSBPMG636 Manage benefits BSBPMG637 Engage in collaborative alliances BSBPMG810 Prioritise projects and programs BSBPMG811 Select and balance the portfolio BSBPMG812 Manage and review portfolio performance BSBPMG813 Govern the portfolio BSBPMG814 Lead the portfolio BSBPMG815 Manage portfolio communications and change BSBPMG816 Manage portfolio resources BSBPMG817 Manage portfolio risk BSBSTR301 Contribute to continuous improvement BSBSTR401 Promote innovation in team environments BSBSTR402 Implement continuous improvement BSBSTR501 Establish innovative work environments BSBSTR502 Facilitate continuous improvement BSBSTR503 Develop organisational policy BSBSTR601 Manage innovation and continuous improvement BSBSTR602 Develop organisational strategies BSBSTR603 Develop business continuity plans BSBSTR801 Lead innovative thinking and practice BSBSTR802 Lead strategic planning processes for an organisation BSBSTR803 Establish business continuity management strategies BSBSUS211 Participate in sustainable work practices BSBSUS411 Implement and monitor environmentally sustainable work practices BSBSUS511 Develop workplace policies and procedures for sustainability BSBSUS601 Lead corporate social responsibility BSBTEC101 Operate digital devices BSBTEC201 Use business software applications BSBTEC202 Use digital technologies to communicate in a work environment BSBTEC301 Design and produce business documents BSBTEC302 Design and produce spreadsheets BSBTEC303 Create electronic presentations BSBTEC401 Design and produce complex text documents BSBTEC402 Design and produce complex spreadsheets BSBTEC403 Apply digital solutions to work processes BSBTEC404 Use digital technologies to collaborate in a work environment BSBTEC405 Review and maintain organisation’s digital presence BSBTEC501 Develop and implement an e-commerce strategy BSBTWK201 Work effectively with others BSBTWK301 Use inclusive work practices BSBTWK401 Build and maintain business relationships BSBTWK501 Lead diversity and inclusion BSBTWK502 Manage team effectiveness BSBTWK503 Manage meetings BSBWHS211 Contribute to the health and safety of self and others BSBWHS311 Assist with maintaining workplace safety BSBWHS411 Implement and monitor WHS policies, procedures and programs BSBWRT311 Write simple documents BSBWRT411 Write complex documents. The following BSB components were added to BSB Business Services Training Package Version 7.0 as part of an SSO upgrade. Four qualifications were updated to include updated elective units: BSB30719 Certificate III in Work Health and Safety BSB41419 Certificate IV in Work Health and Safety BSB51319 Diploma of Work Health and Safety BSB60619 Advanced Diploma of Work Health and Safety. 15 units of competency were transferred to the CUA Creative Arts and Culture Training Package: BSBDES201 Follow a design process BSBDES202 Evaluate the nature of design in a specific industry context BSBDES301 Explore the use of colour BSBDES302 Explore and apply the creative design process to 2D forms BSBDES303 Explore and apply the creative design process to 3D forms BSBDES304 Source and apply design industry knowledge BSBDES305 Source and apply information on the history and theory of design BSBDES401 Generate design solutions BSBDES402 Interpret and respond to a design brief BSBDES403 Develop and extend design skills and practice BSBDES501 Implement design solutions BSBDES502 Establish, negotiate and refine a design brief BSBDES601 Manage design realisation BSBDES602 Research global design trends BSBDES801 Research and apply design theory. 33 skill sets were newly created for this BSB Business Services Training Package Version 7.0: BSBSS00096 Innovation Practice Skill Set BSBSS00097 Innovation Leadership Skill Set BSBSS00098 Marketing Foundations Skill Set BSBSS00099 Communications and Public Relations Foundations Skill Set BSBSS00100 Business Operations Support Skill Set BSBSS00101 Business Operations Management Skill Set BSBSS00102 Micro Business Skill Set BSBSS00103 New Business Ventures Skill Set BSBSS00104 Small Business Management Skill Set BSBSS00105 Human Resources Foundations Skill Set BSBSS00106 Introduction to Paralegal Services Skill Set BSBSS00107 Marketing and Communication Foundations Skill Set BSBSS00108 Marketing and Communication Skill Set BSBSS00109 Introduction to Team Management Skill Set BSBSS00110 Business Development Skill Set BSBSS00111 Human Resources Advisor Skill Set BSBSS00112 Workplace Technology Skill Set BSBSS00113 Digital Business Administration Skill Set BSBSS00114 Organisational Governance Skill Set BSBSS00115 Copyright Management Skill Set BSBSS00116 Campaign Management Skill Set BSBSS00117 Diversity and Inclusion Skill Set BSBSS00118 Procurement Manager Skill Set BSBSS00119 Customer Service Skill Set BSBSS00120 Administrative Assistant Skill Set BSBSS00121 Medical Administration Skill Set BSBSS00122 Compliance Skill Set BSBSS00123 Records and Information Management Skill Set BSBSS00124 Workplace IT Foundations Skill Set BSBSS00125 Workplace Foundations Skill Set BSBSS00126 Contact Centre Skill Set BSBSS00127 Contact Centre Team Manager Skill Set BSBSS00128 Lead Auditor Skill Set.
Release 6.1	July 2020	AISC endorsement of the following BSB components. Units of competency 1 new unit of competency was developed for this BSB Business Services Training Package Version 6.1: BSBWHS332X Apply infection prevention and control procedures to own work activities The following BSB components were added to BSB Business Services Training Package Version 6.1 as part of an SSO upgrade. Two qualifications were updated to include additional elective units: BSB30115 Certificate III in Business BSB30719 Certificate III in Work Health and Safety One skill set was created: BSBSS00095 Cross-Sector Infection Control Skill Set
Release 6.0	February 2020	AISC endorsement of the following BSB components. Units of Competency 17 new units of competency were developed for this BSB Business Services Training Package Version 6.0: BSBXBD401 Capture and store big data BSBXBD402 Test big data samples BSBXBD403 Analyse big data BSBXBD404 Use big data for operational decision making BSBXBD405 Develop procedures for managing big data BSBXBD406 Present big data insights BSBXBD407 Protect big data integrity BSBXBD408 Implement and review procedures for managing big data BSBXBD501 Develop big data strategy BSBXCS301 Protect own personal online profile from cyber security threats BSBXCS302 Identify and report online security threats BSBXCS303 Securely manage personally identifiable information and workplace information BSBXCS401 Maintain security of digital devices BSBXCS402 Promote workplace cyber security awareness and practices BSBXCS403 Contribute to cyber security threat assessments BSBXCS404 Contribute to cyber security risk management BSBXCS405 Contribute to cyber security incident responses The following BSB components were added to BSB Business Services Training Package Version 6.0 as part of an SSO upgrade. Eight qualifications were updated to include additional elective units: BSB30315 Certificate III in Micro Business Operations BSB42015 Certificate IV in Leadership and Management BSB41515 Certificate IV in Project Managament Practice BSB41618 Certificate IV in Business (Procurement) BSB50215 Diploma in Business BSB51918 Diploma of Leadership and Management BSB51415 Diploma of Project Management BSB51518 Diploma of Business (Procurement) Four skill sets were created: BSBSS00091 Capture and Present Big Data Skill Set BSBSS00092 Manage Big Data Skill Set BSBSS00093 Cyber Security Threat Assessment and Risk Management Skill Set BSBSS00094 Cyber Security Awareness Skill Set
Release 5.0	September 2019	AISC endorsement of the following BSB components. Qualifications Four qualifications were updated from the BSB Business Services Training Package Version 4.0: BSB30719 Certificate III in Work Health and SafetyBSB41419 Certificate IV in Work Health and Safety BSB51319 Diploma of Work Health and Safety BSB60619 Advanced Diploma of Work Health and Safety. Units of competency 7 new units of competency were developed for this BSB Business Services Training Package Version 5.0: BSBWHS331 Participate in identifying and controlling hazardous chemicals BSBWHS431 Develop processes and procedures for controlling hazardous chemicals in the workplace BSBWHS512 Contribute to managing work-related psychological health and safety BSBWHS514 Manage WHS compliance of contractors BSBWHS531 Implement and evaluate system of work for managing hazardous chemicals BSBWHS611 Develop and implement strategies that support work-related psychological health and safety BSBWHS612 Develop and implement a strategy to support a positive WHS culture. 26 units of competency were updated from the BSB Business Services Training Package Version 4.0: 25 units supersede and are equivalent to their previous versions: BSBWHS307 Apply knowledge of WHS laws in the workplace BSBWHS308 Participate in WHS hazard identification, risk assessment and risk control processes BSBWHS309 Contribute effectively to WHS communication and consultation processes BSBWHS310 Contribute to WHS issue-resolution processes BSBWHS412 Assist with workplace compliance with WHS laws BSBWHS413 Contribute to implementation and maintenance of WHS consultation and participation processes BSBWHS414 Contribute to WHS risk management BSBWHS415 Contribute to implementing WHS management systems BSBWHS416 Contribute to workplace incident response BSBWHS417 Assist with managing WHS implications of return to work BSBWHS419 Contribute to implementing WHS monitoring processes BSBWHS513 Lead WHS risk management BSBWHS515 Lead initial response to and investigate WHS incidents BSBWHS516 Contribute to developing, implementing and maintaining an organisation’s WHS management system BSBWHS517 Contribute to managing a WHS information system BSBWHS518 Manage WHS hazards associated with maintenance and use of plant BSBWHS519 Lead the development and use of WHS risk management tools BSBWHS520 Manage implementation of emergency procedures BSBWHS521 Ensure a safe workplace for a work area BSBWHS522 Manage WHS consultation and participation processes BSBWHS613 Evaluate the WHS performance of an organisation BSBWHS614 Conduct a WHS audit under the guidance of a lead auditor BSBWHS616 Apply safe design principles to control WHS risks BSBWHS617 Apply ergonomics to manage WHS risks BSBWHS631 Apply occupational hygiene principles to manage WHS risks. One unit supersedes but is not equivalent to its previous version: BSBWHS418 Assist with managing WHS compliance of contractors. Three units of competency were deleted from the BSB Business Services Training Package Version 4.0: BSBWHS410 Contribute to work-related health and safety measures and initiatives BSBWHS601 Apply legislative frameworks for WHS BSBWHS602 Facilitate WHS activities. The following BSB components were added to BSB Business Services Training Package Version 5.0 as part of an SSO upgrade. 14 qualifications were updated to include updated elective units: BSB30215 Certificate III in Customer Engagement BSB30515 Certificate III in Business Administration (International Education) BSB42315 Certificate IV in Environmental Management and Sustainability BSB50315 Diploma of Customer Engagement BSB50515 Diploma of Franchising BSB50618 Diploma of Human Resources Management BSB50815 Diploma of International Business BSB51415 Diploma of Project Management BSB51518 Diploma of Business (Procurement) BSB51918 Diploma of Leadership and Management BSB52015 Diploma of Conveyancing BSB52115 Diploma of Library and Information Services BSB52318 Diploma of Governance BSB61115 Advanced Diploma of Conveyancing. One skill set was created: BSBSS00090 Auditing Skill Set. Four existing units were updated: BSBITU111 Operate a personal digital device BSBRKG603 Prepare a functional analysis for an organisation BSBSMB421 Manage small business finances BSBXTW301 Work in a team.
Release 4.0	February 2019	Units of Competency Nine new units of competency: BSBXCM301 Engage in workplace communication BSBXCM401 Apply communication strategies in the workplace BSBXCM501 Lead communication in the workplace BSBXDB301 Respond to the service needs of customers and clients with disability BSBXDB401 Develop and implement recruitment processes that are inclusive of people with disability BSBXDB501 Support staff members with disability in the workplace BSBXDB502 Adapt organisations to enhance accessibility for people with disability BSBXTW301 Work in a team BSBXTW401 Lead and facilitate a team Qualifications Update to elective units within eight qualifications: BSB30115 Certificate III in Business BSB30215 Certificate III in Customer Engagement BSB40215 Certificate IV in Business BSB41015 Certificate IV in Human Resources BSB42015 Certificate IV in Leadership and Management BSB50215 Diploma of Business BSB50618 Diploma of Human Resources Management BSB51918 Diploma of Leadership and Management
Release 3.0	September 2018	Qualifications Update to core units within eight qualifications: BSB41618 Certificate IV in Business (Procurement) BSB42518 Certificate IV in Small Business Management BSB42618 Certificate IV in New Small Business BSB50618 Diploma of Human Resources Management BSB51518 Diploma of Business (Procurement) BSB51918 Diploma of Leadership and Management BSB52318 Diploma of Governance BSB61218 Advanced Diploma of Program Management Units of Competency Seven new units of competency: BSBCRT404 Apply advanced critical thinking to work processes BSBCRT502 Develop critical thinking in others BSBITU501 Conduct data analysis BSBPRC406 Conduct e-procurement BSBPRC505 Manage ethical procurement BSBWRK311 Develop self-awareness BSBWRK412 Contribute to personal development Updates to 41 units of competency to align content with industry skills needs and standards: BSBEBU511 Develop and implement an e-business strategy BSBFIA412 Report on financial activity BSBITA411 Design and develop relational databases BSBITA611 Configure and optimise customer contact technology BSBITB511 Establish and maintain a network of digital devices BSBITS411 Maintain and implement digital technology BSBITU111 Operate a personal digital device BSBITU112 Develop keyboard skills BSBITU211 Produce digital text documents BSBITU212 Create and use spreadsheets BSBITU213 Use digital technologies to communicate remotely BSBITU311 Use simple relational databases BSBITU312 Create electronic presentations BSBITU313 Design and produce digital text documents BSBITU314 Design and produce spreadsheets BSBITU315 Purchase goods and services online BSBITU422 Use digital technologies to collaborate in the workplace BSBLDR511 Develop and use emotional intelligence BSBLDR513 Communicate with influence BSBMKG534 Design effective digital user experiences BSBMKG535 Devise a search engine optimisation strategy BSBMKG536 Develop strategies to monetise digital engagement BSBMKG537 Develop a social media engagement plan BSBPMG621Facilitate stakeholder engagement BSBPMG622 Implement program governance BSBPMG623 Manage benefits BSBPMG624 Engage in collaborative alliances BSBPRC401 Plan procurement BSBPRC402 Negotiate contracts BSBPRC403 Conduct international procurement BSBPRC501 Manage procurement strategies BSBPRC502 Manage supplier relationships BSBPRC503 Manage international procurement BSBPRC504 Manage a supply chain BSBRES411 Analyse and present research information BSBSMB420 Evaluate and develop small business operations BSBSMB421 Manage small business finances BSBSMB422 Plan small business growth BSBSMB423 Create a digital technology plan for small business BSBWOR424 Develop a time management plan BSBWRK520 Manage employee relations
Release 2.0	January 2016	Includes review of the following sectors: Sustainability (1 new qualification and 6 new units) Governance (1 new qualification and 9 new units) Marketing and Advertising (3 new qualifications and 12 new units) Small Business (2 new qualifications and 6 new units) One new skill set to meet industry requirements: BSBSS00089 Workplace Innovation Skill Set The following qualifications have been moved from CUL11 Library, Information and Cultural Services Training Package version 1 to BSB Business Services Training Package version 2 and have been updated to meet the Standards for Training Packages: CUL30111 Certificate III in Information and Cultural Services CUL40111 Certificate IV in Library, Information and Cultural Services CUL50111 Diploma of Library and Information Services The following qualifications have been moved from TAE10 Training and Education Training Package version 3.4 to BSB Business Services Training Package version 2 and have been updated to meet the Standards for Training Packages: TAE70210 Graduate Certificate in Management (Learning) TAE80210 Graduate Diploma of Management (Learning) Industry Skills Council (ISC) upgrade to update unit lists and correct typographical errors
Release 1.2	June 2015	Industry Skills Council (ISC) upgrade to correct typographical errors
Release 1.1	April 2015	Industry Skills Council (ISC) upgrade to correct mapping and typographical errors
Release 1.0	March 2015	Primary release of restructured Training Package This release of the BSB Business Services Training Package contains 61 qualifications, 3O5 skill sets and 563 native units of competency (comprising 523 units updated to meet Standards for Training Packages and 40 new units) and 73 imported units Leadership and Management qualifications added Managing Diversity qualification added Portfolio Management qualifications added Conveyancing qualifications moved from FNS10

Credit Arrangements

Credit Arrangements for BSB Training Package Version 7.2
At the time of endorsement of this Training Package no national credit arrangements exist.
Links	Companion Volume Implementation Guide: https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

BSBSS00091 Capture and Present Big Data Skill Set

Modification History

Release	Comment
Release 1	This version first released with BSB Business Services Training Package Version 6.0.

Description

This skill set addresses the skills and knowledge to capture, analyse and present big data from one or more sources for a range of purposes in a broad range of workplaces and industries.

Pathways Information

The units provide credit towards qualifications in the BSB Business Services Training Packages.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBXBD401 Capture and store big data

BSBXBD402 Test big data samples

BSBXBD403 Analyse big data

BSBXBD406 Present big data insights

Target Group

This skill set applies to those working in a broad range of industries who as part of their job are responsible for the operational use of big data.

Suggested words for Statement of Attainment

These units of competency from BSB Business Services Training Packages meet industry requirements for those required to capture and present big data.

BSBSS00092 Manage Big Data Skill Set

Modification History

Release	Comment
Release 1	This version first released with BSB Business Services Training Package Version 6.0.

Description

This skill set addresses the skills and knowledge to manage big data for a range of purposes in a broad range of workplaces and industries.

Pathways Information

The units provide credit towards qualifications in the BSB Business Services Training Packages.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBXBD405 Develop procedures for managing big data

BSBXBD407 Protect big data integrity

BSBXBD408 Implement and review procedures for managing big data

Target Group

This skill set applies to those working in a broad range of industries who as part of their job are responsible for managing big data.

Suggested words for Statement of Attainment

These units of competency from BSB Business Services Training Packages meet industry requirements for those required to manage big data.

BSBSS00093 Cyber Security Threat Assessment and Risk Management Skill Set

Modification History

Release	Comment
Release 1	This version first released with BSB Business Services Training Package Version 6.0.

Description

This skill set addresses the skills and knowledge to engage with assessment of cyber threats to an organisation and the management of the identified threats, across a broad range of industries.

Pathways Information

The units provide credit towards qualifications in the Business Services Training Packages.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBXCS403 Contribute to cyber security threat assessments

BSBXCS404 Contribute to cyber security risk management

Target Group

This skill set applies to those working in a broad range of industries who as part of their job role contribute to cyber security threat assessments and cyber security risk management.

Suggested words for Statement of Attainment

These units of competency from BSB Business Services Training Packages meet industry requirements for those required to contribute to cyber security threat assessments and risk management.

BSBSS00094 Cyber Security Awareness Skill Set

Modification History

Release	Comment
Release 1	This version first released with BSB Business Services Training Package Version 6.0.

Description

This skill set addresses the skills and knowledge to assist an organisation improve cyber threat awareness and protect against cyber risk across a broad range of industries.

Pathways Information

The units provide credit towards qualifications in the BSB Business Services Training Packages.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBXCS301 Protect own personal online profile from cyber security threats

BSBXCS302 Identify and report online security threats.

BSBXCS303 Securely manage personally identifiable information and workplace information

BSBXCS402 Promote workplace cyber security awareness and best practices

Target Group

This skill set applies to those working in a broad range of industries who as part of their job role engage in cyber security threat assessments and protection against cyber security risk.

Suggested words for Statement of Attainment

These units of competency from BSB Business Services Training Packages meet industry requirements for those required to assist in raising cyber security awareness with organisations.

BSBSS00095 Cross-Sector Infection Control Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 6.1.

Description

This skill set addresses the skills and knowledge required to undertake work activities in compliance with organisational procedures that prevent and control infection.

For information on delivery and associated job roles, please refer to the relevant Companion Volume Implementation Guide and RTO Guidance available on VETNet.

Pathways Information

Achievement of this unit of competency provides credit towards the Certificate III in Work Health and Safety, the Certificate III in Business and other qualifications that allow for selection of this unit of competency.

Licensing/Regulatory Information

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

Skill Set Requirements

BSBWHS332X Apply infection prevention and control procedures to own work activities

Target Group

This skill set is for workers in all industries who require the skills and knowledge to reduce the risk and transmission of infection while carrying out routine work activities in their job role.

Suggested words for Statement of Attainment

This unit of competency from the BSB Business Services Training Package provides the skills and knowledge required to follow infection prevention and control procedures in the workplace.

BSBSS00096 Innovation Practice Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to support innovative practices for a range of purposes required within or external to an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB40120 Certificate IV in Business (Leadership, Business Operations) and BSB40320 Certificate IV in Entrepreneurship and New Business.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBCRT411 Apply critical thinking to work practices

BSBCRT413 Collaborate in creative processes

BSBCRT512 Originate and develop concepts

BSBSTR402 Implement continuous improvement

Target Group

This skill set is for individuals who are required to use critical thinking and creative processes to innovate in a broad range of contexts.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for using innovation practices in a broad range of contexts.

BSBSS00097 Innovation Leadership Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to lead innovation for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50120 Diploma of Business (Organisational Development).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBPMG531 Manage project time

BSBSTR501 Establish innovative work environments

BSBSTR601 Manage innovation and continuous improvement

Target Group

This skill set is for individuals who as part of their job lead innovation practices within a work environment for an organisation or work area.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for leading innovation for an organisation or work area.

BSBSS00098 Marketing Foundations Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to assist basic marketing functions for a range of purposes required within a marketing context.

Pathways Information

Units from this skill set can contribute to credit towards BSB40120 Certificate IV in Business (Leadership, Business Operations) and BSB40820 Certificate IV in Marketing and Communication.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBCRT412 Articulate, present and debate ideas

BSBCRT413 Collaborate in creative processes

BSBMKG431 Assess marketing opportunities

BSBMKG434 Promote products and services

Target Group

This skill set is for individuals working within an organisation who as part of their job role provide support in basic marketing functions.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for supporting basic marketing functions within organisations.

BSBSS00099 Communications and Public Relations Foundations Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to assist communications and public relations functions for a range of purposes required by an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB40820 Certificate IV in Marketing and Communication.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBMKG439 Develop and apply knowledge of communications industry

BSBMKG440 Apply marketing communication across a convergent industry

BSBMKG441 Develop public relations documents

Target Group

This skill set is for individuals who work in an organisation and assist the communications and public relations functions.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for foundational communications and public relations skills required in an organisation.

BSBSS00100 Business Operations Support Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to support business operations for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB40320 Certificate IV in Entrepreneurship and New Business and BSB40520 Certificate IV in Business (Business Operations).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBESB401 Research and develop business plans

BSBFIN401 Report on financial activity

BSBOPS401 Coordinate business resources

BSBOPS402 Coordinate business operational plans

BSBOPS403 Apply business risk management processes

Target Group

This skill set is for individuals who are required to support business operations within a business environment.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals who are required to support business operations in an organisation.

BSBSS00101 Business Operations Management Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to manage business operations for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50120 Diploma of Business (Business Operations).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBFIN501 Manage budgets and financial plans

BSBOPS501 Manage business resources

BSBOPS504 Manage business risk

BSBOPS601 Develop and implement business plans

BSBSTR503 Develop organisational policy

Target Group

This skill set is for individuals who are required to manage business operations within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for managing business operations in an organisation.

BSBSS00102 Micro Business Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to investigate and plan a micro business for a range of purposes required within or external to an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB40320 Certificate IV in Entrepreneurship and New Business.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBESB301 Investigate business opportunities

BSBESB401 Research and develop business plans

Target Group

This skill set is for individuals who investigate and plan a micro business within or external to an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for investigating and planning a micro business in or external to an organisation.

BSBSS00103 New Business Ventures Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to plan and develop new business ventures for a business generating self-employment, or for an existing organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB30220 Certificate III in Entrepreneurship and New Business.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBESB301 Investigate business opportunities

BSBESB302 Develop and present business proposals

BSBESB303 Organise finances for new business ventures

BSBESB304 Determine resource requirements for new business ventures

Target Group

This skill set is for individuals who are starting a new business venture within or external to an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for establishing a new business venture generating self-employment, or for an existing organisation

BSBSS00104 Small Business Management Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to manage a small business for a range of purposes required within a small business context.

Pathways Information

Units from this skill set can contribute to credit towards BSB40320 Certificate IV in Entrepreneurship and New Business.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBESB401 Research and develop business plans

BSBESB403 Plan finances for new business ventures

BSBESB405 Manage compliance for small businesses

BSBESB407 Manage finances for new business ventures

Target Group

This skill set is for individuals who are required to manage a small business.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for small business management.

BSBSS00105 Human Resources Foundations Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to assist the human resources function in an organisation as well as meeting the entrance requirements for the BSB50320 Diploma of Human Resource Management.

Pathways Information

Units from this skill set can contribute to credit towards BSB40420 Certificate IV in Human Resources.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBHRM411 Administer performance development processes

BSBHRM412 Support employee and industrial relations

BSBHRM415 Coordinate recruitment and onboarding

BSBHRM417 Support human resource functions and processes

Target Group

This skill set is for individuals who assist the human resources function within an organisation as well as those seeking to satisfy the Entry Requirements for BSB50320 Diploma of Human Resource Management.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for an individual who assists the human resources function in an organisation.

BSBSS00106 Introduction to Paralegal Services Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to support paralegal services within a legal services environment as well as meeting the entrance requirements for BSB50720 Diploma of Paralegal Services.

Pathways Information

Units from this skill set can contribute to credit towards BSB40620 Certificate IV in Legal Services.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBLEG314 Protect information in a legal services environment

BSBLEG423 Conduct simple legal research

BSBLEG424 Support the drafting of complex legal documents

Target Group

This skill set is for individuals who are required to support paralegal services within a legal services environment as well as those seeking to satisfy the Entry Requirements for BSB50720 Diploma of Paralegal Services.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for an individual who supports paralegal services in legal services contexts.

BSBSS00107 Marketing and Communication Foundations Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to support marketing and communications for a range of purposes required within an organisation as well as meeting the entrance requirements for the BSB50620 Diploma of Marketing and Communication.

Pathways Information

Units from this skill set can contribute to credit towards BSB40820 Certificate IV in Marketing and Communication.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBCMM411 Make presentations

BSBCRT412 Articulate, present and debate ideas

BSBMKG433 Undertake marketing activities

BSBMKG435 Analyse consumer behaviour

BSBMKG439 Develop and apply knowledge of communications industry

BSBWRT411 Write complex documents

Target Group

This skill set is for individuals who are required to support marketing and communications within an organisation and/or must satisfy the Entry Requirements for BSB50620 Diploma of Marketing and Communication.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for and individual who supports marketing and communications in an organisation.

BSBSS00108 Marketing and Communication Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to undertake marketing and communications for a range of purposes required within an organisation as well as meeting the entrance requirements for BSB60520 Advanced Diploma of Marketing and Communication.

Pathways Information

Units from this skill set can contribute to credit towards BSB50620 Diploma of Marketing and Communication.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBMKG541 Identify and evaluate marketing opportunities

BSBMKG542 Establish and monitor the marketing mix

BSBMKG552 Design and develop marketing communication plans

BSBMKG555 Write persuasive copy

BSBPMG430 Undertake project work

Target Group

This skill set is for individuals who are required to undertake marketing and communications within an organisation as well as those seeking to satisfy the Entry Requirements for BSB60520 Advanced Diploma of Marketing and Communication.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for an individual who undertakes marketing and communications in an organisation.

BSBSS00109 Introduction to Team Management Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge required for an individual entering a team management role within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50420 Diploma of Leadership and Management.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBCMM511 Communicate with influence

BSBLDR522 Manage people performance

BSBPMG534 Manage project human resources

BSBXTW401 Lead and facilitate a team

Target Group

This skill set is for individuals who are entering a team management position for the first time within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for a new team manager in an organisation.

BSBSS00110 Business Development Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to undertake business development activities for an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50120 Diploma of Business (Business Development) and BSB50620 Diploma of Marketing and Communication.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBMKG541 Identify and evaluate marketing opportunities

BSBMKG548 Forecast international market and business needs

BSBTWK401 Build and maintain business relationships

SIRXMGT005 Lead the development of business opportunities

Target Group

This skill set is for individuals who are required to engage in business development within an organisation.

Suggested words for Statement of Attainment

These units of competency meet industry requirements for an individual who undertakes business development.

BSBSS00111 Human Resources Advisor Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to coordinate human resource functions for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50320 Diploma of Human Resource Management.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBHRM522 Manage employee and industrial relations

BSBHRM525 Manage recruitment and onboarding

BSBHRM526 Manage payroll

BSBHRM527 Coordinate human resource functions and processes

BSBHRM528 Coordinate remuneration and employee benefits

Target Group

This skill set is for individuals who are required to coordinate human resource functions within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for an individual who is required to coordinate human resource functions in an organisation.

BSBSS00112 Workplace Technology Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the introductory skills and knowledge to use workplace technology for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB30120 Certificate III in Business (Technology).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBTEC203 Research using the internet

BSBTEC301 Design and produce business documents

BSBTEC302 Design and produce spreadsheets

BSBTEC303 Create electronic presentations

Target Group

This skill set is for individuals who may be entering the workforce or changing job roles and require basic technology skills.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for using basic technology skills in a workplace environment.

BSBSS00113 Digital Business Administration Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to use digital technology in a business administration role for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB40120 Certificate IV in Business (Business Administration).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBTEC401 Design and produce complex text documents

BSBTEC402 Design and produce complex spreadsheets

BSBTEC403 Apply digital solutions to work processes

BSBTEC404 Use digital technologies to collaborate in a work environment

Target Group

This skill set is for individuals who use digital technology in the workplace, particularly in a business administration role.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for an individual who is required to use technology in business administration roles.

BSBSS00114 Organisational Governance Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to uphold effective organisational governance practices within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB60120 Advanced Diploma of Leadership and Management.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBLDR602 Provide leadership across the organisation

BSBOPS602 Monitor corporate governance activities

BSBPMG539 Manage project governance

Target Group

This skill set is for individuals who are required to lead an organisation and mange project governance in a business environment.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for upholding effective organisational governance practices.

BSBSS00115 Copyright Management Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to manage copyright compliance for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB60120 Advanced Diploma of Business.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBAUD601 Establish and manage compliance management systems

BSBINS503 Monitor compliance with copyright and licence requirements

BSBLEG522 Apply legal principles in contract law matters

BSBOPS501 Manage business resources

Target Group

This skill set is for individuals who are required to manage and monitor copyright compliance within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for copyright management in an organisation.

BSBSS00116 Campaign Management Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to manage advertising and public relations campaigns for a range of purposes required within a marketing context.

Pathways Information

Units from this skill set can contribute to credit towards BSB60520 Advanced Diploma of Marketing and Communication.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBMKG553 Develop public relations campaigns

BSBMKG626 Develop advertising campaigns

BSBMKG627 Execute advertising campaigns

Target Group

This skill set is for individuals who are required to manage advertisement and public relations campaigns within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for an individual that manages advertising and public relations campaigns in an organisation.

BSBSS00117 Diversity and Inclusion Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to lead the development and implementation of diversity and inclusion (D&I) practices for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50120 Diploma of Business (Leadership) and BSB60420 Advanced Diploma of Leadership and Management.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBHRM615 Contribute to the development of diversity and inclusion strategies

BSBLDR521 Lead the development of diverse workforces

BSBTWK501 Lead diversity and inclusion

Target Group

This skill set is for individuals who are required to lead and contribute to the development of a diverse workforce.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals who are required to lead the development and implementation of diversity and inclusion (D&I) practices for an organisation.

BSBSS00118 Procurement Manager Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to manage procurement for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50120 Diploma of Business (Procurement).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBPMG537 Manage project procurement

BSBPRC501 Manage procurement strategies

BSBPRC502 Manage supplier relationships

BSBPRC504 Manage a supply chain

BSBPRC505 Manage ethical procurement strategy

Target Group

This skill set is for individuals who are required to manage procurement within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals who are required to manage procurement within an organisation.

BSBSS00119 Customer Service Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to provide customer service for an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB30120 Certificate III in Business (Customer and Client Engagement).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBOPS304 Deliver and monitor a service to customers

BSBOPS305 Process customer complaints

SIRXCEG002 Assist with customer difficulties

SIRXPDK001 Advise on products and services

Target Group

This skill set is for individuals who are required to provide customer service for an organisation.

Suggested words for Statement of Attainment

These units of competency meet industry requirements for individuals who are required to assist and provide service to customers for an organisation.

BSBSS00120 Administrative Assistant Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to assist administrative functions for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB30120 Certificate III in Business (Business Administration).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBFIN302 Maintain financial records

BSBOPS301 Maintain business resources

BSBOPS303 Organise schedules

BSBPUR301 Purchase goods and services

Target Group

This skill set is for individuals who are required to perform and assist with administrative tasks within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals who are required to assist administrative functions in a workplace.

BSBSS00121 Medical Administration Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to perform administrative functions for a range of purposes required in a medical environment.

Pathways Information

Units from this skill set can contribute to credit towards BSB30120 Certificate III in Business (Medical Administration).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBMED301 Interpret and apply medical terminology appropriately

BSBMED302 Prepare and process medical accounts

BSBMED303 Maintain patient records

BSBMED304 Assist in controlling stocks and supplies

BSBMED305 Apply the principles of confidentiality, privacy and security within the medical environment

BSBMED401 Manage patient record keeping system

Target Group

This skill set is for individuals who are required to perform administrative functions for a range of purposes required in a medical environment.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals who are required to perform administrative functions in a medical environment.

BSBSS00122 Compliance Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to interpret, evaluate and work within compliance frameworks within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50920 Diploma of Quality Auditing.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBAUD412 Work within compliance frameworks

BSBAUD514 Interpret compliance requirements

BSBAUD515 Evaluate and review compliance

Target Group

This skill set is for individuals who are required to work within compliance frameworks and evaluate compliance within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals who are required to work within compliance frameworks and evaluate compliance within an organisation.

BSBSS00123 Records and Information Management Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to support information and records management for a range of purposes required within an organisation.

Pathways Information

Units from this skill set can contribute to credit towards BSB50120 Diploma of Business (Records and Information Management) and BSB50520 Diploma of Library and Information Services.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBINS501 Implement information and knowledge management systems

BSBINS504 Maintain digital repositories

BSBINS512 Monitor business records systems

BSBINS513 Contribute to records management framework

BSBINS514 Contribute to records retention and disposal schedule

BSBINS601 Manage knowledge and information

Target Group

This skill set is for individuals who are required to support information and records management within an organisation.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals who are required to support information and records management in an organisation.

BSBSS00124 Workplace IT Foundations Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to prepare to use basic technology in the workplace.

Pathways Information

Units from this skill set can contribute to credit towards BSB10120 Certificate I in Workplace Skills and BSB20120 Certificate II in Workplace Skills.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBOPS101 Use business resources

BSBTEC101 Operate digital devices

FSKDIG002 Use digital technology for routine and simple workplace tasks

ICTICT211 Identify and use basic current industry specific technologies

Target Group

This skill set is for individuals who are preparing to enter the workplace.

Suggested words for Statement of Attainment

These units of competency meet industry requirements for individuals who are preparing to enter the workforce.

BSBSS00125 Workplace Foundations Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to prepare to enter the workforce.

Pathways Information

Units from this skill set can contribute to credit towards BSB10120 Certificate I in Workplace Skills and BSB20120 Certificate II in Workplace Skills.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBPEF101 Plan and prepare for work readiness

BSBWHS211 Contribute to the health and safety of self and others

FSKLRG011 Use routine strategies for work-related learning

FSKOCM006 Use oral communication skills to participate in workplace teams

Target Group

This skill set is for individuals who are preparing to enter the workforce.

Suggested words for Statement of Attainment

These units of competency meet industry requirements for individuals who are preparing to enter the workforce.

BSBSS00126 Contact Centre Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to work in a customer service contact centre under supervision of a manager or team leader.

Pathways Information

Units from this skill set can contribute to credit towards BSB20120 Certificate II in Workplace Skills and BSB30120 Certificate III in Business (Technology, Customer and Client Engagement).

Licensing/Regulatory Information

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

Skill Set Requirements

BSBDAT201 Collect and record data

BSBTEC202 Use digital technologies to communicate in a work environment

SIRXCEG002 Assist with customer difficulties

SIRXPDK001 Advise on products and services

Target Group

This skill set is for individuals who are working in a customer service contact centre position.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals who are working in a customer service contact centre.

BSBSS00127 Contact Centre Team Manager Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to manage a team in a customer service contact centre.

Pathways Information

Units from this skill set can contribute to credit towards BSB50120 Diploma of Business and BSB50420 Diploma of Leadership and Management.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBCMM412 Lead difficult conversations

BSBOPS404 Implement customer service strategies

BSBTWK502 Manage team effectiveness

SIRXCEG004 Create a customer-centric culture

Target Group

This skill set is for individuals who are managing a team in a customer service contact centre.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for individuals managing a team in a customer service contact centre.

BSBSS00128 Lead Auditor Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.0.

Description

This skill set addresses the skills and knowledge to lead a quality audit in a broad range of industries.

Pathways Information

Units from this skill set can contribute to credit towards BSB50920 Diploma of Quality Auditing.

Licensing/Regulatory Information

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

Skill Set Requirements

BSBAUD411 Participate in quality audits

BSBAUD511 Initiate quality audits

BSBAUD512 Lead quality audits

BSBAUD513 Report on quality audits

Target Group

This skill set is for individuals who as part of their job role lead audits within a range of industries.

Suggested words for Statement of Attainment

These units of competency from the BSB Business Services Training Package meet industry requirements for leading an audit in a range of industries.

BSBSS00129 Cross-Sector Mental Health and Organisational Disruption Skill Set

Modification History

Release	Comments
Release 1	This version first released with BSB Business Services Training Package Version 7.2.

Description

This skill set addresses the skills and knowledge required to support the mental (or psychological) health of employees in an organisation or work area in the context of organisational disruption. It equips the learner with the skills and knowledge required to participate in managing psychological health and safety in the workplace and provide support to others in the event of disruption to the organisation or work area.

This skill set does not qualify the learner as a mental health professional. For information on delivery, please refer to the Cross-Sector Mental Health and Organisational Disruption Companion Volume Implementation Guide available on VETNet.

Pathways Information

The unit of competency from this skill set can contribute to credit towards BSB40520 Certificate IV in Leadership and Management, BSB50420 Diploma of Leadership and Management and other qualifications that allow for selection of the unit.

Licensing/Regulatory Information

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

This skill set may be relevant to health and safety representatives (HSRs) but is not an approved HSR course unless specified by the work health and safety regulator.

Skill Set Requirements

BSBWHS432X Contribute to organisational mental health response in the context of disruptive events

Target Group

This skill set is for those who work in a variety of industries and work contexts, who have some responsibility for supervising others. Some may have managerial responsibilities. Depending on the industry and work context, this may include frontline managers, supervisors, team leaders or small business operators. This skill set also applies to HSRs.

Suggested words for Statement of Attainment

This unit of competency from the BSB Business Services Training Package meets industry requirements to support the management of psychological health and safety in the event of organisational disruption in a variety of contexts.