Level 5 Diploma in Managing the Supply Chain (QCF) Qualification Specification

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1 Level 5 Diploma in Managing the Supply Chain (QCF) Qualification Specification Created: May 2012 Version: 1.0 Accreditation Number: 600/5605/8 Qualification Start Date: 1 st June 2012 Qualification Last Start Date: 31 st August 2015

2 Contents About SFEDI Awards... 4 Enterprise... 4 Business Support... 4 Customer Feedback... 4 The Qualification Credit Framework (QCF)... 5 Rules of Combination... 5 What Does SFEDI Awards Expect?... 6 Centre Policies... 6 Equal Opportunities and Access to Assessment... 6 Data Protection... 6 Learner Registration... 6 Certification... 6 Assessment Access Arrangements and Special Considerations... 6 Quality Assurance... 7 External Quality Assurance... 7 Internal Quality Assurance... 7 Delivery/Assessment... 7 Delivery/Assessment/Quality Assurance Staff Requirements... 7 Assessment Methods... 8 Mandatory Assessment Methods... 8 Expert Witness/Witness Testimony... 8 Observation... 8 Product Evidence... 8 Professional Discussion... 8 Recognition of Prior Achievement... 8 Recognition of Prior Learning... 9 Simulation... 9 Authentication of Learner Evidence... 9 Feedback... 9 Unit Structure Qualification Overview Qualification Structure J/504/0373 Business L/504/0374 Management R/504/0375 Supply Chain Y/504/0376 Purchasing Management D/504/0377 Logistics H/504/0378 Operations Management Processes K/504/0379 International Trade Management D/504/0380 Production Management H/504/0381 Customer Service K/504/0382 Project Management M/504/0383 Quality Management T/504/0384 Warehousing A/504/0385 Inventory Page 2 of 46

3 F/504/0386 Transport Management J/504/0387 Ports and Shipping Management R/504/0389 International Freight Management L/504/0388 Road Freight Management Further Information Support Funding Fees and Prices Learning Materials Page 3 of 46

4 About SFEDI Awards SFEDI Awards is the Awarding Organisation for Enterprise and Entrepreneurs. Our qualifications are built on extensive research and are designed to enable both those who wish to start and grow their own business and the business support professionals who work with them to improve their skills, the opportunity to gain acknowledgement for their work. Our approach to enabling learning through qualifications is focused on the needs of new or aspiring business owners. Built on years of extensive research we understand that business owners want specific solutions to their business challenges. Our learning for both business owners and those that support them is based around solving these challenges and uses practical action-based activity as a means of achieving qualifications. Enterprise Our reason for being is to give everyone the skills and know how to prepare, start and run their own enterprise. There is no finer career than working for yourself and controlling your own destiny. We recognise that individuals wanting to go into self employment do not always have the generic business skills such as sales, marketing, managing finance and business planning. Research also tells us that those who invest time learning about business knowledge and skills have a significantly increased chance of their business succeeding. We love enterprise and SFEDI Awards aims to recognise some of the most important people in the UK and Internationally those with the skills and know how to start and run their own enterprise. Business Support We have been providing business support accreditation through qualifications and endorsed awards for several years and several thousand business advisers have been accredited via us under the SFEDI Enterprises banner. Now operating as a formal Awarding Organisation, we have developed a new suite of qualifications that provide even wider scope and choice of accreditation for the various roles within the business support arena. Customer Feedback We are always keen to understand learners and centres thoughts on the content of all aspects of our qualifications and welcome your feedback. This can be done by ing us at and indicate in the header field, Customer Feedback. Page 4 of 46

5 The Qualification Credit Framework (QCF) The Qualification Credit Framework (QCF) is the vehicle for recognising qualifications within England, Wales and Northern Ireland and, for most vocational qualifications, is a replacement to the National Qualification Framework (NQF). The QCF allows the learner to work toward credits from units or qualifications. QCF qualifications have both a level and a size allocated to them and each unit is awarded a credit value. The unit credit value is a direct correlation of how many learning hours should be put into the achievement of that unit, for example 10 hours equates to 1 credit value. Each QCF qualification title contains the following: The level of the qualification (from entry level to Level 8) The size of the qualification (Award/Certificate/Diploma) Details indicating the content of the qualification Rules of Combination The Rules of Combination set out the number of credits that must be achieved by the learner in order to complete their qualification and also stipulates where the credits must be achieved from. They apply across QCF qualifications and so enable a learner to transfer credits easily between qualifications and Awarding Organisations. Page 5 of 46

6 What Does SFEDI Awards Expect? To offer this qualification you will be required to hold SFEDI Awards centre status and also apply for qualification approval. Approval is completed by submission of the centre or qualification application form to available on the SFEDI Awards website within the Centre Documents section. Centre Policies Centres should read the SFEDI Awards Centre Manual available on the SFEDI Awards website within the Centre Documents section. This details the requirements that centres must meet in terms of policies and documentation that must be in place. Equal Opportunities and Access to Assessment SFEDI Awards centres are expected to operate Equal Opportunities policies that demonstrate a clear commitment to equality and fair access to programmes and assessment. It is expected that these policies are also shared with learners and staff members and information as to the effectiveness of the implementation of the policies should be recorded and used for centre improvement plans. Data Protection SFEDI Awards centres are expected to operate Data Protection policies, in line with the Data Protection Act, in connection with the provision of programmes and qualifications and in communication with SFEDI Awards. It is expected that these policies are also shared with learners and staff members and information as to the effectiveness of the implementation of the policies should be recorded and used for centre improvement plans. Learner Registration Learners should be registered with SFEDI Awards, in accordance with the SFEDI Awards Centre Manual, within 4 weeks of commencing the programme or qualification. Centres should obtain a Unique Learner Number (ULN), from the Learner Records Service, in order that their achievements can be recorded on their Learner Achievement Record. Certification SFEDI Awards centres must use the Registr8 system to indicate where a learner has successfully completed the qualification and/or units within it. Where a centre holds Direct Claims Status (DCS) certificates will be issued, where this is not the case an External Quality Assurer will contact the centre to arrange sampling. The learner will receive two certificates on achieving the qualification. One will detail the qualification itself and the other will list the units completed. Assessment Access Arrangements and Special Considerations Reasonable adjustments can be made to assessments to ensure fair access for learners of qualifications, irrespective of their abilities or disabilities. Further guidance on reasonable adjustments and what circumstances they can be used can be accessed on the SFEDI Awards website within the Centre Documents section. Page 6 of 46

7 Quality Assurance External Quality Assurance A SFEDI Awards External Quality Assurer will complete checks on centres involving a sample of learner s documents, assessment decisions and Internal Quality Assurance activity. This ensures that all activity around assessments is consistent across the centre and the UK and that the centre continues to meet their approval requirements. This will be conducted by a suitably experienced External Quality Assurer using SFEDI Awards procedures and documentation. Internal Quality Assurance Internal Quality Assurance will be completed by the SFEDI Awards centre and involves sampling of learners documents and assessment decisions to ensure standardisation across Delivery/Assessment staff and consistency and fairness of assessment following Awarding Organisation requirements. SFEDI Awards provides quality assurance documentation that can be used by the centre for recording quality assurance decisions. This can be accessed on the SFEDI Awards website within the Centre Documents section. These documents are provided for the centre to use but, if the centre wishes to develop their own recording material, the minimum requirements must be met to ensure quality assurance practices are not disadvantaged. Minimum requirements can be accessed on the SFEDI Awards website within the Centre Documents section. Delivery/Assessment SFEDI Awards centre staff should work with learners to ensure they understand the nature of the qualification and assessment approach. Both centre staff and the learner should agree at the beginning of the assessment journey how the assessment will be undertaken and what each can expect from the other, including arranging times and dates for learning and assessment activity and support. The Delivery/Assessment staff will follow the principles of plan, judge and feedback as described within professional standards. SFEDI Awards provides assessment documentation that can be used by the centre for recording the planning, judging and feeding back of assessments. This can be accessed on the SFEDI Awards website within the Centre Documents section. These documents are provided for the centre to use but, if the centre wishes to develop their own recording material, the minimum requirements must be met to ensure assessment practices are not disadvantaged. Minimum requirements can be accessed on the SFEDI Awards website within the Centre Documents section. Delivery/Assessment/Quality Assurance Staff Requirements There is no requirement for Delivery/Assessment or Internal Quality Assurance staff to hold the Assessment or Verification qualification. It is recommended that, as best practice, staff should be working towards these. If the centre decides to use tutors/trainers/line managers for the delivery or quality assurance of the qualification, prior approval must be sought from SFEDI. Guidance on how this must be recorded within the centre can be accessed on the SFEDI Awards website within the Centre Documents section. If you wish to access public funding for the delivery of qualifications, please refer to your funding agency for delivery staff qualification requirements. Page 7 of 46

8 Assessment Methods The following provides examples and explanations of the most common forms of assessment methods. Other methods can be used by centres to enable learners to demonstrate they meet the standards as detailed within the units. Mandatory Assessment Methods Some units may require mandatory forms of assessment to be completed. SFEDI Awards will make note in each unit whether mandatory assessment methods apply. If it states that there are no mandatory assessment methods, a suggestion of the types of assessments that could be used will be made. Expert Witness/Witness Testimony These are provided by external people as the Delivery/Assessment staff cannot possibly be present at all times when a learner completes a task that could be used as evidence. The testimony will be expected to detail who and what the activity entailed and where the activity took place. Observation This is a recorded report of an observed activity to show who and what the activity entailed and where the activity took place. It is normally recorded by the Delivery/Assessment staff and should be planned for. On occasions the opportunity may arise for a naturally occurring observation but this must not be seen as common practice. Product Evidence This is a work product, for example a letter or research, that has been produced which can support the evidencing of performance. When using this form of evidence it is important to ensure that confidentiality is adhered to and no information is provided that may compromise this. It may be appropriate to reference the location of product evidence within a professional discussion so that, if the quality assurer wishes to view it, then they can request a copy. Professional Discussion This is a recorded report of a discussion between the learner and the Delivery/Assessment staff and should give real examples, where possible, of activity completed. It is normally recorded by the Delivery/Assessment staff and should be planned for. A Professional Discussion is not a question and answers session and should be led by the learner. Recognition of Prior Achievement Prior Achievement may be recognised where a learner has already achieved an appropriate QCF unit towards a qualification. In this instance the QCF unit can be transferred over so the learner does not have to repeat the particular unit again. In this instance a copy of the unit certificate should be provided within the portfolio as evidence of prior achievement. Page 8 of 46

9 Recognition of Prior Learning Prior Learning can form part of the assessment process where the learner is able to demonstrate that they meet the assessment requirements for a unit through knowledge, understanding or skills that they already possess. In this instance the learner must provide evidence to show that the assessment criteria have been met. The Assessor will make a professional judgement about the evidence presented, which could be in a variety of forms, including, a statement or professional discussion to explain what prior activity has taken place and how this links to the standards to be achieved. The assessment process for Recognition of Prior Learning should be rigorous, reliable and fair. Simulation In exceptional circumstances evidence from simulation can be used to complement the primary evidence drawn from business enterprise activities. Simulation should only occur where: The candidate would otherwise be precluded from providing the necessary evidence for demonstrating they met the requirements of the standards because of the nature of their business or business idea Simulated activities should match as closely as possible those that occur in a real business environment. This is particularly important where these activities and their outcomes are being assessed to provide evidence to demonstrate the candidate is meeting the requirements of the standards. If simulation is to be used, prior agreement as to the arrangements must be sought from SFEDI Awards prior to the assessment taking place. Activities should take place in a realistic working environment that: Is based on business enterprise activities, events, challenges and markets Includes a comprehensive range of demands, activities, constraints and challenges typical of those that would be met in real a business enterprise Gives candidates access to facilities, advice and support that would be normal for the business enterprise activity, event or type of challenge represented Places candidates under pressures of time, resources and access to support that would be normal in a business enterprise Is organised and managed as would a real business enterprise situation Is subject to normal workplace controls regarding health and safety, equal opportunities, and codes of conduct Authentication of Learner Evidence Centres must have knowledge or certainty that all assessments undertaken are entirely the work of the learner being assessed. Feedback Feedback will be provided to the learner for each assessment carried out and recorded on the assessment documentation and should feed into both assessment planning and the completion of progress reviews. The feedback should provide the learner with information relating to: Whether the planned assessment has been completed The quality of the assessment completed What has been covered within the standards What is required to be completed to move the qualification forward Page 9 of 46

10 Unit Structure The following demonstrates the structure of units within SFEDI Awards qualifications Unit Number Unit Title Unit Status QCF Unit Level QCF Credit Value Unit Learning hours This will show whether the unit is mandatory or optional Level allocated to the unit on the QCF unit databank Credit value assigned to the unit Learning hours required to complete the unit Unit Overview and Main Outcomes This will provide you with the rationale for this unit and the main outcomes the learner must achieve for completion of the unit. Learning Outcome The learner will: This shows what the learner needs to know, understand or do Assessment Criteria The learner can: This sets out the criteria the learner must meet and to what standard they must meet them Assessment Methods This will show whether there are mandatory assessment methods for the unit or what suggested evidence methods may be appropriate. Page 10 of 46

11 Qualification Overview The Level 5 Diploma in Managing the Supply Chain (QCF) is designed for professionals who have gained experience in a middle / senior management role and have extensive experience working within the supply chain industry. The qualification is designed for professionals wishing to develop their skills further and take steps towards senior management level. Those likely to undertake this qualification include: Those looking to progress into a senior capacity from their current role within the supply chain industry There are no formal entry requirements for this qualification however, in order to benefit from the qualification; learners should possess communication skills sufficient to allow them to address the assessment requirements. Qualification Structure To achieve the qualification the learner will be required to successfully complete the mandatory unit listed within this specification, one optional unit from Optional Group A and two units from Optional Group B. Page 11 of 46

12 J/504/0373 Business Unit Status Mandatory QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit enables the student to analyse the process of strategy within a business. It addresses areas such as human resource management, finance and marketing in business and allows students to research their own country s legislation in relation to contracts. Learning Outcome The learner will: 1. Understand the process of strategic development in business 2. Understand the importance of building and maintaining collaborative business relationships 3. Understand how effective and efficient human resource management contributes to the achievement of organisational goals 4. Understand the management of finance in business Assessment Criteria The learner can: 1.1 Explain what is meant by strategic terminology 1.2 Explain three different planning techniques used in business 1.3 Analyse approaches to strategy evaluation and selection 1.4 Analyse two examples of Business Process Modelling 2.1 Analyse two methods of building collaborative business relationships 2.2 Analyse the two examples identified to show how effective client interaction can be assured 2.3 Explain how clients are informed of the support process available 2.4 Analyse the benefits of collaborative business relationships 3.1 Describe the roles of Human Resource Management professionals and line managers 3.2 Analyse own organisations procedures and practices, in line with own country s legislation, with regard to: 1.Employment of employees 2.Remuneration of employees 3.Appraisal of employees 3.3 Describe appropriate responses to resolve defined problems in the field of employee relations 3.4 Analyse the significance of key developments in recent Human Resource Management 4.1 Analyse the causes of and problems surrounding cash flow forecasting in Page 12 of 46

13 5. Understand how own country s current legislation impacts on business 6. Understand marketing strategies in business business 4.2 Describe how suitable costing techniques can be applied to assess the financial ramifications of uninformed decisions 4.3 Analyse the importance of the role of managerial accounting in business strategy 5.1 Analyse own country s contract law and the effects of a breach of contract upon a business 5.2 Explain own country s legislation in relation to the sale of goods 5.3 Explain own country s legislation associated with consumer credit and safeguards for debtors 6.1 Analyse traditional and contemporary marketing tools to support strategic marketing 6.2 Analyse the function of research in marketing decision making 6.3 Describe the process of marketing and developing new products 6.4 Analyse the impact of global marketing on marketing strategies 6.5 Analyse contemporary business marketing on marketing strategies Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 13 of 46

14 L/504/0374 Management Unit Status Optional Group A QCF Unit Level 5 QCF Credit Value 10 Unit Learning hours 100 Unit Overview and Main Outcomes This unit allows the student to assess the principles of leadership and management. It addresses the decision making process, the management of change and the risk management process. Learning Outcome The learner will: 1. Understand the principles of leadership and management 2. Understand how management decision making is informed by knowledge and information 3. Understand the significance of managing and implementing change in organisations 4. Understand the management role in establishing risk management process Assessment Criteria The learner can: 1.1 Analyse the association between leadership and management 1.2 Analyse the personal and professional skills required for effective management 1.3 Analyse leadership and management theory in an organisational context 1.4 Describe how leadership and management skills can be developed 2.1 Analyse how sources of information and knowledge can support management decision making 2.2 Analyse the significance of knowledge and information in the decision making process 2.3 Describe ICT systems that can support management decision making 3.1 Analyse the reasons for change within an organisation 3.2 Analyse one change model that could be utilised for implementing change 3.3 Describe how to develop a plan for a proposed change utilising sources of feedback 3.4 Describe how potential impacts on resources from a change can be evaluated 3.5 Analyse methods that can be used to overcome barriers to planned change 4.1 Analyse potential risks within own area of operation and the impact they could have on an organisation 4.2 Describe criteria that can be used to Page 14 of 46

15 5. Understand how to develop an ability to be able to manage projects evaluate risks 4.3 Analyse procedures that can be used to manage risk within an organisation 5.1 Describe what is meant by project sponsors, stakeholders and scope of a project 5.2 Describe how to utilise appropriate reporting methods and monitoring systems 5.3 Describe how to identify and utilise effective methods to reduce project timescales and costs and communicate effectively with interested parties 5.4 Describe procedures that can be used to chose projects within own organisation Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 15 of 46

16 R/504/0375 Supply Chain Unit Status Optional Group A QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to gain an understanding of how a supply chain can be managed. It addresses areas such as harmonisation, functionality, strategy and the impact that globalisation has on supply chains. Learning Outcome The learner will: 1. Understand how a supply chain can gain competitive advantage from efficient management and control 2. Understand the impact of physical and information flows on the integration and harmonisation within a supply chain 3. Understand why supply chains may not always function correctly 4. Understand how supply chain planning is achieved from a strategic and operational perspective 5. Understand how modern technology has impacted the supply chain Assessment Criteria The learner can: 1.1 Analyse the strengths and weaknesses of the supply chain within own organisation 1.2 Analyse the ability of a supply chain to provide competitive advantage 2.1 Describe the physical and information flows within a supply chain 2.2 Analyse how these flows impact on improvements in integration and harmonisation within a supply chain 3.1 Describe the barriers to the effective working of a supply chain 3.2 Analyse possible solutions to the barriers identified 3.3 Describe how the possible solutions identified could be applied 4.1 Describe the process involved with the designing of a supply chain plan to meet the objectives of own organisation 5.1 Critically analyse two advances in technology within the supply chain 5.2 Critically analyse two advances in technology that have impacted on own area of responsibility within the supply chain Page 16 of 46

17 Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 17 of 46

18 Y/504/0376 Purchasing Management Unit Status Optional Group A QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit enables the student to be able to determine the key roles of purchasing management. It also allows students to look at the legislation of their own country and its influence on the purchasing function. In addition it addresses issues such as collaboration with suppliers and effective negotiation skills. Learning Outcome The learner will: 1. Understand the key roles and focus of management within purchasing 2. Understand the impact of legislation upon the purchasing function 3. Understand the importance of building and sustaining collaborative working relationships with suppliers 4. Understand how effective negotiation skills contribute to successful purchasing management Assessment Criteria The learner can: 1.1 Describe the key roles and main focus of management within purchasing 1.2 Describe the purchasing cycle ad identify own organisations requirements 1.3 Analyse the external supplier market 1.4 Analyse the external market factors which impact on sourcing and procurement 1.5 Analyse the influence and power that stakeholders can have on an organisation 2.1 Analyse contract law and the effects of breach of contract upon a business in own country 2.2 Critically analyse how consumer law within own country impacts on purchasing function 3.1 Analyse strategies for managing and maintaining collaborative supplier relationships 3.2 Analyse methods for the effective appraisal of suppliers 3.3 Describe the risks and barriers that could exist when developing supplier relationships 3.4 Analyse the supplier relationship spectrum and apply it to an organisation context 4.1 Describe tools and techniques for effective negotiating 4.2 Describe the issues to be considered when undertaking negotiation with suppliers Page 18 of 46

19 Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 19 of 46

20 D/504/0377 Logistics Unit Status Optional Group A QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to obtain an understanding of the principles behind the logistics needs of a supply chain. It also addresses the optimisation of logistics operations, the range of modes and the technology utilised within logistics. Learning Outcome The learner will: 1. Understand the principles behind the logistics requirements of a supply chain 2. Understand how to schedule logistics operations to meet customers needs 3. Understand how to optimise the use of logistics operations 4. Understand the range of transport modes and their usage within logistics operations Assessment Criteria The learner can: 1.1 Analyse how logistics operations are matched to customer requirements 1.2 Analyse changes and developments to supply chains that could affect logistics operations 1.3 Analyse relevant legislation and regulations that apply to logistics operations within own country 2.1 Analyse scheduling methodology and tools used within an organisation in relation to organisational procedures 2.2 Describe factors and risks that affect scheduling 2.3 Analyse the planning process of logistics operations to ensure that the supply chain continues to function 3.1 Analyse the availability and demand for logistics resources within own organisation 3.2 Analyse all relevant factors affecting the use of logistics resources 3.3 Analyse ways of improving or developing logistics resources used in logistics operations 4.1 Critically analyse the main transport modes and transportation routes used to deliver goods within own country 4.2 Analyse factors that affect the transportation of supplies in relation to customer requirements and operational restraints Page 20 of 46

21 5. Understand the use of technology within logistics operations 6. Understand the importance of improving the quality of logistics operations 5.1 Analyse the efficiency and effectiveness of technology used with logistics operations 5.2 Analyse the ways in which technology has improved logistics operations 5.3 Analyse future improvements that could be made within own organisation 5.4 Analyse issues arising from the use of technology in logistics operations 6.1 Describe potential areas for improving logistics operations within own organisation 6.2 Analyse potential quality methods that are deemed to be appropriate for own organisation and its logistics operations 6.3 Explain how to select suitable improvement methodology for improving the quality of logistics operations within own organisation 6.4 Describe how to identify appropriate improvement methods, application and suitability Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 21 of 46

22 H/504/0378 Operations Management Processes Unit Status Optional Group A QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to obtain an understanding of the role of operations and operations management. It also addresses the links between operations management and strategic planning that enhances competitive advantage in business. Learning Outcome The learner will: 1. Understand the role of operations and operations management within business 2. Understand the design of operations processes as well as the design of the products and services that organisations produce 3. Understand the correlation between operations management and strategic planning 4. Understand how operations improvement techniques could enhance competitive advantage in business 5. Understand the key challenges for an organisation Assessment Criteria The learner can: 1.1 Describe the roles and responsibilities of operations managers within different organisational contexts 1.2 Describe the operational aspects of own role 1.3 Analyse how operations management supports business 2.1 Analyse the objectives and design of operation processes 2.2 Analyse the interconnected relationship between operation and supply networks 2.3 Describe the range of process technologies, its advantages and constraints it might impose on the operation 3.1 Describe the links between strategy and operational performance targets 3.2 Analyse why there may be tension between different performance targets 4.1 Analyse the use of the value chain as a platform for identifying competitive advantage 4.2 Analyse the role of standard setting bodies in quality improvement 5.1 Analyse the key challenges for own organisation and the role of operations management in dealing with these Page 22 of 46

23 Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 23 of 46

24 K/504/0379 International Trade Management Unit Status Optional Group A QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to fully appreciate the components of international trade management. In addition this unit identifies the features of successful global strategy and the risks associated with multi-currency trading. Learning Outcome The learner will: 1. Understand the rules and regulations of international trade management in the context of an organisation s global strategy 2. Understand the key features of a successful global strategy 3. Understand the importance of international financial strategies 4. Understand the risks associated with multi currency trading Assessment Criteria The learner can: 1.1 Describe the rules and regulations of international trade management relevant to own supply chain operations 1.2 Analyse the impact of the international trade management rules and regulations identified in relation to own organisation s global strategy 2.1 Analyse international supply strategies 2.2 Analyse appropriate strategies and structures for a global strategy 2.3 Describe strategies for corporate management 3.1 Describe how to develop strategies for the management of operational and financial risk 3.2 Analyse suitable sources of trade finance 4.1 Describe how multi-currency transactions are a risk to international trading 4.2 Analyse the potential risks to multicurrency trading and apply within an organisational context Page 24 of 46

25 Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 25 of 46

26 D/504/0380 Production Management Unit Status Optional Group B QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to the concepts of production planning through discussing the relationships between production, sales and forecasting. In addition it assess tools used in scheduling, control and performance. Learning Outcome The learner will: 1. Understand the components of production planning and evaluate its function within a supply chain 2. Understand the inter-relationships between production planning, sales planning and forecasting 3. Understand the terminology associated with Master Scheduling and basic scheduling concepts 4. Understand how manufacturing and control systems have developed historically 5. Understand a variety of measures to improve production planning performance Assessment Criteria The learner can: 1.1 Describe the production planning cycle 1.2 Analyse costs and levels of service to increase profitability 1.3 Analyse the function of production in relation to the supply chain 2.1 Discuss how sales planning requirements could be incorporated into the production plan 2.2 Analyse demand management processes 2.3 Analyse forecasting techniques and justify the selection of one for use 3.1 Describe how to generate a Master Production Schedule 3.2 Describe the principles and management of Rough Cut Capacity Planning(RCCP) 3.3 Analyse the duties of Production Control 4.1 Analyse modern day principles of planning against basic principles 4.2 Analyse the efficiency of different planning systems 5.1 Analyse the development of benchmarking and benchmarking techniques 5.2 Analyse quality improvement models and justify the selection of one model for use 5.3 Analyse available options for improving product planning performance 5.4 Describe performance measures for use in production planning performance improvement Page 26 of 46

27 5.5 Describe the primary sources of waste and ways to eradicate it Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 27 of 46

28 H/504/0381 Customer Service Unit Status Optional Group B QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to understand the importance of customer relationships, generate a customer focussed culture and a seamless service. It will also allow the student to gain an overall concept of assessing, monitoring and improving customer satisfaction levels. Learning Outcome The learner will: 1. Understand the importance of managing customer relationships 2. Understand how to generate a customer focused culture and seamless service 3. Understand how to asses, monitor and improve levels of customer satisfaction 4. Understand the importance of managing customer complaints effectively Assessment Criteria The learner can: 1.1 Analyse the importance of customer relationship management in organisations 1.2 Analyse the methods used to manage customer relationships 1.3 Describe improvements to existing practices in customer service within own organisation 2.1 Analyse how to undertake a review of the methods currently used to communicate with internal/external customers 2.2 Analyse changes to improve service delivery and the culture throughout own organisation 3.1 Analyse the concept of Return on Investment and its significance in maintaining satisfaction levels 3.2 Analyse how customer requirements and satisfaction levels are currently assessed within own organisation 3.3 Describe how to formulate a customer care charter 4.1 Analyse current practices for handling complaints within own organisation 4.2 Analyse the significance of maintaining customer loyalty to own organisation 4.3 Describe how to implement a complaints policy within own organisation Page 28 of 46

29 Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 29 of 46

30 K/504/0382 Project Management Unit Status Optional Group B QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to undertake a work based project, select suitable research methodology and collate and evaluate data. In addition the student will propose recommendations and solutions to an operational issue. Learning Outcome The learner will: 1. Understand the principles of project management 2. Understand how to identify and justify a management project 3. Understand how to conduct research and analyse data in order to fulfil a project aim 4. Understand how to monitor, review and evaluate a project Assessment Criteria The learner can: 1.1 Analyse the purpose and principles of project management 1.2 Analyse the key principles of project management procedures 2.1 Describe how to identify a management area for investigation 2.2 Describe how to identify the overall aim, objectives and scope of a project 2.3 Explain how to determine the expected outcomes of a project 3.1 Explain how to determine sources of data and information for a project 3.2 Describe how to analyse data and recommend a course of action to meet the aims of the project 3.3 Analyse the impact of project recommendations 4.1 Analyse methods used to assess project performance 4.2 Describe a medium for disclosing the results of a project 4.3 Describe how to evaluate the effectiveness and outcome of a completed project Page 30 of 46

31 Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 31 of 46

32 M/504/0383 Quality Management Unit Status Optional Group B QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to obtain an understanding of quality management systems within a business. It also addresses tools and techniques to manage quality resulting in improvements in performance. Learning Outcome The learner will: 1. Understand how to evaluate the range of quality management systems appropriate for use in business 2. Understand the advantages of an organisation having a quality management system in place 3. Understand the tools and techniques to manage quality 4. Understand how to employ quality management tools and techniques to improve organisational performance Assessment Criteria The learner can: 1.1 Analyse quality definitions within business 1.2 Analyse three quality management techniques 1.3 Explain the similarities and key differences between the different techniques identified 2.1 Analyse the benefits of operating a quality management system 2.2 Analyse the impact of a quality management system on own organisation 3.1 Analyse three quality control methods 3.2 Analyse quality control methods appropriate to own organisation 4.1 Analyse quality methods in relation to continuous improvement within own organisation 4.2 Analyse ways in which information relating to quality management is communicated within own organisation Page 32 of 46

33 Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 33 of 46

34 T/504/0384 Warehousing Unit Status Optional Group B QCF Unit Level 5 QCF Credit Value 10 Unit Learning Hours 100 Unit Overview and Main Outcomes This unit allows the student to obtain an understanding of the principles and operations of a warehouse. It addresses strategic aspects applicable in the operations of a warehouse. Learning Outcome The learner will: 1. Understand the need and role of developing an appropriate warehouse policy 2. Understand the resource requirements of warehousing 3. Understand the basic concept of inventory and develop an inventory strategy 4. Understand the relevant legislation applicable to a warehouse 5. Understand the importance of technology advancements in a warehouse within the supply chain 6. Understand financial systems within a warehouse Assessment Criteria The learner can: 1.1 Analyse the need to develop an appropriate warehouse policy 1.2 Analyse the impact of a warehouse policy on own organisation in order to plan, organise, direct and control warehouse operations 2.1 Analyse own organisations warehouse layout 2.2 Analyse own organisations resource requirements in relation to the warehouse layout 3.1 Analyse the importance of integrated supply chain strategies 3.2 Analyse an inventory strategy plan within the supply chain network of own organisation 4.1 Describe the relevant information applicable to a warehouse in relation to: 1.Health and safety regulations 2.Licencing and permits 3.Principles of Insurance 4.One other piece of relevant legislation 5.1 Analyse the new innovations and techniques to improve warehouse functionality 5.2 Analyse the impact of IT systems within own organisation against warehouse performance KPIs 6.1 Analyse methods for compiling financial reports, in particular budget reports, within a warehouse environment Page 34 of 46

35 6.2 Analyse the current financial systems within own organisation Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 35 of 46

36 A/504/0385 Inventory Unit Status Optional Group B QCF Unit Level 5 QCF Credit Value 10 Unit Learning hours 100 Unit Overview and Main Outcomes This unit allows the student to obtain an understanding of inventory management and the role inventory plays within the supply chain. It looks at techniques appropriate to meet inventory needs and its impact to the amount of inventory held. Learning Outcome The learner will: 1. Understand the purpose of inventory management 2. Understand the principles of the traditional fixed period and fixed quantity models of inventory control 3. Understand the impact of inventory management on the supply chain 4. Understand how modern inventory systems can improve the performance of stock systems Assessment Criteria The learner can: 1.1 Describe what is meant by inventory management 1.2 Analyse how inventory management can contribute to competitive advantages 2.1 Describe how to apply appropriate techniques to plan the inventory requirements of own organisation 2.2 Analyse the impact of different variables on re-order levels within own organisation 2.3 Explain different types of order quantity models, their limitations and relevance to inventory control systems 2.4 Explain the meaning of: 1.Economic Order Quantity 2.Average Deviation 3.Fixed Order Quantity 4.Safety Stock 3.1 Analyse the value of traditional inventory models for different types of operation 3.2 Explain basic inventory control principles in relation to modern systems 3.3 Explain the role of quantitative and qualitative forecasting techniques in inventory management within the supply chain 4.1 Analyse the effectiveness of modern inventory control systems against traditional models 4.2 Describe how to develop procedures to monitor the performance of an inventory control centre Page 36 of 46

37 5. Understand the importance of inventory management to minimise the stock level 4.3 Describe how to develop an inventory strategy plan within a supply chain network to increase operational efficiency and customer service satisfaction 4.4 Explain the suitability of key performance indicators used to measure the performance of inventory management 5.1 Describe how stocks can best be allocated within a distribution network 5.2 Analyse different models of control system to minimise stock within a network Assessment Methods There are no mandatory assessment methods for this unit. The following provides examples of assessment methods that could be used to generate evidence for this unit. This list is not an exhaustive list and other methods can be used by the centre. Recognition of Prior Learning/Achievement Observation Professional Discussion Product Evidence Expert Witness Testimony Witness Testimony Simulation Page 37 of 46

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