Facilitator Guide. Supporting the TAE10 Learner Guides. Version 2.0. supporting the TAE10 Training and Education Training Package

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1 Supporting the TAE10 Learner Guides Shea Business Consulting supporting the TAE10 Training and Education Training Package Version 2.0 stockcode: SHEA78

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3 Complementing the Shea Series Learner Guides Why has this Facilitator Guide been developed? This Guide complements the suite of Learner Guides that have been specifically and purposely designed by Shea Business Consulting to support Version 2.0 of the TAE40110 Certificate IV in Training and Assessment (October 2011 release). Who is this Facilitator Guide for? This Guide has been developed for facilitators who are working with individual learners who are using the Shea Series Learner Guides to support their learning progress through the TAE40110 Certificate IV in Training and Assessment. You are invited to use the Continuous Improvement Form on page 60 to identify changes that you think would improve this Guide. Acknowledgement This resource was developed for Shea Business Consulting by Andrew Jones and Renika Muthaya of purple infinity Shea Business Consulting 3

4 Copyright 2012 Shea Business Consulting This work is copyright. Apart from any use as permitted under the Copyright Act 1968 (the Act), no part may be reproduced by any process without prior written permission from Shea Business Consulting. Requests and enquiries concerning reproduction and rights should be addressed to Shea Business Consulting, 193 Oak Street, Parkville, Victoria The Act allows a maximum of 10% of this work to be reproduced and/or communicated by any educational institution for its educational purposes provided that that educational institution (or the body that administers it) has given remuneration notices to Copyright Agency Limited (CAL) under the Act. For details of the CAL licence for educational institutions contact Copyright Agency Limited, Level 19, 157 Liverpool Street, Sydney, NSW Published by: Shea Business Consulting 193 Oak Street Parkville Victoria 3052 Telephone: shea@sheaconsulting.com.au Web: First Published: February 2011 Stockcode: SHEA78 ISBN: Version 1.2, February 2012 Modifications This Facilitator Guide has been updated to reflect changes in Version 2.0 of the TAE10 Training and Education Training Package (October 2011 release), as well as other changes that have occurred within the vocational education and training (VET) sector over the past two years. This Guide was originally quality assured and noted by the National Quality Council (NQC), and it therefore displays the official noted tick logo. The changes made to this version (1.2) are minor in nature and reflect our commitment to continuous improvement processes. Disclaimer No patent liability is assumed with respect to the use of the information contained herein. While every precaution has been taken in the preparation of this work, the publisher and the authors assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of the information contained herein. This work has been prepared for use as part of a structured vocational education and training course and should only be used within that context. The information contained herein was correct at the time of preparation. Documents sourced during the development of this Guide are listed on page Shea Business Consulting

5 Contents Acknowledgement... 3 Copyright... 4 Modifications... 4 Disclaimer... 4 Contents WELCOME... 7 Introduction... 8 What are the Shea Series Learner Guides?... 8 How do you use this Facilitator Guide? TRAINING PACKAGE OVERVIEW Introduction What is different in the TAE10 Training and Education Training Package? ROLES IN THE LEARNING PROCESS Introduction The facilitator The learner USING THE LEARNER GUIDES Introduction What is in the Shea Series Learner Guides? Why is there overlap between the Shea Series Learner Guides? What skills do learners need to use the Shea Series Learner Guides? How do you incorporate Employability Skills? Are the Shea Series Learner Guides ready to use off-the-shelf? Can assessment activities be integrated? Why do learners need a resource kit? How do learners get started? USEFUL INFORMATION Additional resources Acronyms Glossary Websites Resources APPENDICES Appendix A: Certificate IV in Training and Assessment Appendix B: Diploma of Vocational Education and Training Appendix C: Diploma of Training Design and Development Appendix D: Skill Sets Appendix E: Self-Assessment Template Appendix F: Continuous Improvement Form Shea Business Consulting 5

6 Introduction If you are a trainer or an assessor in the vocational education and training (VET) sector and your learners and candidates are using one or more of the Learner Guides that have been specifically and purposely designed by Shea Business Consulting to support the TAE40110 Certificate IV in Training and Assessment, then this Facilitator Guide will become a very useful tool. It forms part of a suite of print-based Learner Guides that support Version 2.0 of the TAE10 Training and Education Training Package (October 2011 release), and it has been designed to help you get the most out of the Shea Series Learner Guides so that you can meet the individual needs and characteristics of your TAE10 learners. What are the Shea Series Learner Guides? The Shea Series Learner Guides are part of a broader suite of resources that has been specially and deliberately designed by Shea Business Consulting to support the implementation of Version 2.0 of the TAE10 Training and Education Training Package (October 2011 release). They have been closely aligned to the elements within each unit of competency and they contain a variety of learning activities and checklists. A separate resource titled Introduction to the Learner Guides has been designed to help learners use the Guides. The various resources available in the Shea Series suite are listed below. If you are interested in purchasing any of the resources, see page 36 for details. Core Learner Guides (spiral bound) Core Learner Guide Title Assessment Field Delivery and Facilitation Field Learning Design Field Units of Competency Addressed in Core Learner Guide TAEASS401B Plan assessment activities and processes TAEASS402B Assess competence TAEASS403B Participate in assessment validation TAEDEL401A Plan, organise and deliver group-based learning TAEDEL402A Plan, organise and facilitate learning in the workplace TAEDES401A Design and develop learning programs TAEDES402A Use training packages / accredited courses to meet client needs Elective Learner Guides (spiral bound) TAEASS301B Contribute to assessment TAEASS502B Design and develop assessment tools TAEDEL301A Provide work skill instruction TAEDEL404A Mentor in the workplace BSBCMM401A Make a presentation Shea Business Consulting

7 Skill Set Learner Guides (spiral bound) Skill Set Learner Guide Title Assessor Enterprise Trainer Enterprise Trainer & Assessor Workplace Supervisor Units of Competency Addressed in Skill Set Learner Guide TAEASS401B Plan assessment activities and processes TAEASS402B Assess competence TAEASS403B Participate in assessment validation TAEDEL301A Provide work skill instruction BSBCMM401A Make a presentation TAEASS401B Plan assessment activities and processes TAEASS402B Assess competence TAEASS403B Participate in assessment validation TAEDEL301A Provide work skill instruction TAEASS301B Contribute to assessment TAEDEL301A Provide work skill instruction TAEDEL404A Mentor in the workplace Assessor Guides (spiral bound with CD) Assessor Guide Title Assessment Field Delivery and Facilitation Field Learning Design Field Skill Set Units of Competency / Skill Sets Addressed in Assessor Guide TAEASS401B Plan assessment activities and processes TAEASS402B Assess competence TAEASS403B Participate in assessment validation TAEASS301B Contribute to assessment TAEASS502B Design and develop assessment tools TAEDEL401A Plan, organise and deliver group-based learning TAEDEL402A Plan, organise and facilitate learning in the workplace TAEDEL301A Provide work skill instruction TAEDEL404A Mentor in the workplace BSBCMM401A Make a presentation TAEDES401A Design and develop learning programs TAEDES402A Use training packages / accredited courses to meet client needs Assessor / Enterprise Trainer / Enterprise Trainer & Assessor / Workplace Supervisor Trainer and Facilitator Guides (spiral bound) TAE10 Facilitator Guide 2012 Shea Business Consulting 9

8 How do you use this Facilitator Guide? You can use this document to design learning and assessment strategies or learning programs for units, skill sets and qualifications from the TAE10 Training and Education Training Package. With this in mind, you may consider using the Facilitator Guide in conjunction with the Learning Design Field Set Core Learner Guides, as this field set supports the unit of competency titled TAEDES401A Design and develop learning programs. This Facilitator Guide has been divided into the following sections: Facilitator Guide Section Description 1. Welcome You are reading this section now 2. Training Package Overview This section provides a brief overview of Version 2.0 of the TAE10 Training and Education Training Package. 3. Roles in the Learning Process This section clarifies the role of a facilitator in a learning environment. 4. Using the Learner Guides This section shows you how to use and contextualise the Learner Guides. 5. Useful Information This section includes a list of acronyms, a comprehensive glossary and a number of useful websites and resources. 6. Appendices Appendix A: Certificate IV in Training and Assessment An outline of the qualification packaging rules for the TAE40110 Certificate IV in Training and Assessment Appendix B: Diploma of Vocational Education and Training An outline of the qualification packaging rules for the TAE50111 Diploma of Vocational Education and Training Appendix C: Diploma of Training Design and Development An outline of the qualification packaging rules for the TAE50211 Diploma of Training Design and Development Appendix D: Skill Sets A list of the units of competency that make up the TAE10 Skill Sets Appendix E: Self-Assessment Template A template which learners can use to assess their current skills and knowledge in relation to the TAE10 units of competency Appendix F: Continuous Improvement Form A form which you can use to identify improvements to the Learner Guides This Facilitator Guide has been developed to support and accompany the use of the Learner Guides. It has been developed on the assumption that those who facilitate learning through the TAE10 Training and Education Training Package are experienced facilitators with expertise in this area Shea Business Consulting

9 2. Training Package Overview 2012 Shea Business Consulting 11

10 Introduction Version 1.0 of the TAE10 Training and Education Training Package was published in May 2010 (when it replaced the TAA04 Training and Assessment Training Package), while Version 2.0 was published in October It is a very important Training Package in the national VET sector, as it provides the competencies and qualifications required by trainers and assessors to deliver and assess nationally recognised training. As a facilitator of individual learning, it is imperative that you familiarise yourself with the TAE10 Training and Education Training Package. The endorsed components are critical tools, as they provide mandatory benchmarks for the education, training and assessment industry sector. You will need a copy of the Training Package, which you can download from or purchase a copy from Innovation and Business Skills Australia (see page 42 for details). Training.gov.au is an online database that contains details of all nationally endorsed Training Packages, qualifications, units of competency, accredited courses and Registered Training Organisations (RTOs). Use the following steps to download a free copy of the TAE10 Training and Education Training Package: 1. Go to 2. Scroll down to the Nationally recognised training field 3. Type Training and Education 4. Click Search 5. Click the TAE10 code 6. Scroll down to Release history and download the most recent version of the Training Package (in Word or PDF format). Competency requirements of TAE10 facilitators The TAE10 Training and Education Training Package clearly specifies the competencies that are required by those who deliver and assess TAE10 qualifications and units of competency. These competencies are reflected in the two quality frameworks that underpin the national VET system; namely the Australian Quality Training Framework (AQTF) and the VET Quality Framework. The quality framework that applies to you will depend on the states and territories that you operate in. Australian Quality Training Framework (AQTF) The AQTF is a national set of standards which assures nationally consistent, high-quality training and assessment services for the clients of Australia s VET system. The framework was initially established in 2001 and a revised version came into effect in July Two critical components of the AQTF are as follows: AQTF Essential Conditions and Standards for Initial Registration (applicants seeking to become an RTO must meet these standards in order to deliver/assess nationally recognised training and issue nationally recognised qualifications) AQTF Essential Conditions and Standards for Continuing Registration (existing RTOs must meet these standards in order to continue delivering/assessing nationally recognised training and issuing nationally recognised qualifications) Shea Business Consulting

11 Each set of standards is supported by a User Guide which you can download from (go to the AQTF Publications section). Each User Guide describes the competencies required by trainers and assessors. If you are facilitating learning and assessment in the national VET sector, you must hold these training and assessment competencies. VET Quality Framework The VET Quality Framework is a broad set of standards and conditions used by the Australian Skills Quality Authority (ASQA) to assess whether RTOs meet the requirements for registration. The VET Quality Framework comprises the following: Standards for NVR Registered Training Organisations (SNR) Australian Qualifications Framework Fit and Proper Person Requirements Financial Viability Risk Assessment Requirements Data Provision Requirements. You can discover more about the VET Quality Framework by visiting the Australian Skills Quality Authority s (ASQA s) website at (scroll to the bottom of the page and select National VET regulation). The Australian Quality Training Framework (AQTF) and the VET Quality Framework are both operational within the VET system. According to the National Skills Standards Council (NSSC), there is no difference in effect or intent between the regulatory standards that underpin the two frameworks. You will need to check with the body responsible for regulating VET in your state/territory to discover which framework is applicable. Standards for NVR Registered Training Organisations (SNR) Based on the AQTF Essential Conditions and Standards for Registration, the SNR also aims to ensure nationally consistent training and assessment services for clients of the Australian VET system. Introduced in July 2011, the SNR standards are numbered 1 to 25 and are divided into the following three parts: Part SNR Numbers and Title SNR Description 1 SNR1 to SNR3: Preliminary Introductory information with a useful list of definitions 2 SNR4 to SNR14: Essential Standards for Initial Registration 3 SNR15 to SNR25: Essential Standards for Continuing Registration Applicants seeking to become an RTO must meet these eleven standards in order to deliver/assess nationally recognised training and issue nationally recognised qualifications Existing RTOs must meet these eleven standards in order to continue delivering/assessing nationally recognised training and issuing nationally recognised qualifications 2012 Shea Business Consulting 13

12 Introduction A number of challenges will arise when you are supporting learners through the Shea Series Learner Guides, and these include: having a range of learners from different industries finding commonalities between learners in a group catering for the special needs of different learners dealing with learners who have no training or assessment experience dealing with learners who do not have access to a practice environment keeping yourself up-to-date with current VET issues and policies. The Shea Series Learner Guides have been designed to cater for a very diverse audience, but they can also be tailored to the particular needs of a learner. You are therefore encouraged to contextualise the Learner Guides to meet the needs of learners, and you can do this by adjusting activities to suit differing learning and assessment pathways. If a learner has some experience in an area covered by one of the Learner Guides, organise an up-front assessment for them so they don t have to complete all the Learning Topics. If a learner has limited experience in an area covered by one of the Learner Guides, help them identify and work through the specific Learning Topics that they need. What is in the Shea Series Learner Guides? The Shea Series Learner Guides are print-based resources that have been developed to support individuals to work through units of competency from the TAE40110 Certificate IV in Training and Assessment. They have been deliberately designed for use in a range of situations and learning environments, including: group-based learning programs (led by a facilitator) self-paced learning programs (with support from a facilitator) work-based learning programs (with support from a workplace mentor or supervisor). The Learner Guides are not intended to be definitive textbooks. You (and your learners) are free to supplement the Guides with further information. They contribute to but do not on their own deliver competency. Each Shea Series Learner Guide comprises the following sections: 1. Getting Started This summarises the information covered in the unit of competency and provides tips to learners on what to do before they begin. 2. Gathering Evidence This outlines the assessment requirements of the unit and explains how to compile an evidence portfolio. It also contains an Employability Skills analysis that shows how the Employability Skills have been embedded in the unit Shea Business Consulting

13 3. Learning Topics Each Shea Series Learner Guide includes a number of Learning Topics that closely align to the elements of competency and that contain information and activities that have been designed to help learners develop and apply the knowledge and skills required by the unit. The following symbols appear throughout the Learning Topics: Important points These highlight critical points learners should pause briefly to clarify the messages that appear in these text boxes. Compliance-friendly mapping advice These identify how the information and activities within the Learning Topics meet the AQTF / SNR Essential Standards for Registration (Please note that the SNR symbol is used interchangeably throughout each Shea Series Learner Guide to refer to the AQTF and SNR, as both sets of standards continue to be used within the national VET system) Useful resources These direct learners to websites and resources for valuable information. URL addresses change regularly, so they will need to check the links. Useful activities These allow learners to apply their new knowledge and skills. You can adapt these so that they closely relate to a learner s particular learning context. Assessment points These point learners towards assessment activities so that you can measure their progress. They are very important, so be familiar with them. Case studies These illustrate particular points and can be used as a basis for analysis or discussion Shea Business Consulting 29

14 Sustainable Practice Skill Set Target Group All trainers and assessors. In the first instance those who have a specific role in delivering green skills or who train and assess in sectors where green skills development is identified as a priority. Units TAESUS501A Analyse and apply sustainability skills to learning programs Pathway Suggested words for Statement of Attainment This unit is an elective unit and provides credit towards the TAA50110 Diploma of Training and Assessment. This unit from the TAE10 Training and Education Training Package meets industry requirements for those engaged in developing green skills in the VET sector. Workplace Supervisor Skill Set Target Group Supervisors and managers involved in developing the skills of their team. In particular these competencies are identified as essential skills for those engaged in supervising apprentices. Units TAEASS301B Contribute to assessment TAEDEL301A TAEDEL404A Provide work skill instruction Mentor in the workplace Pathway Suggested words for Statement of Attainment These units provide credit towards the TAE40110 Certificate IV in Training and Assessment. These units from the TAE10 Training and Education Training Package meet industry requirements for those mentoring apprentices and trainees Shea Business Consulting

15 Appendix E: Self-Assessment Template Name: Unit Title: Date: Competency area (from relevant unit) This competency area is new to me I need to update my knowledge and skills in this area I have this areas of competency Evidence I can use to show competence Element 1 and Performance Criteria Element 2 and Performance Criteria Element 3 and Performance Criteria Element 4 and Performance Criteria Required knowledge Required skills Evidence requirements Employability skills embedded in the unit Communication Teamwork Problem solving Initiative/enterprise Planning/organising Self-management Learning Technology 2012 Shea Business Consulting 59