ILM Level 3 Qualifications in Leadership and Management. Candidate Handbook

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1 ILM Level 3 Qualifications in Leadership and Management Candidate Handbook

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3 Background to ILM The Institute of Leadership & Management (ILM) is Europe s largest independent Leadership and Management Awarding body. It works in partnership with around 2,000 centres in the UK, Ireland and across the world to provide high quality development opportunities for leaders and managers at all levels in public, private and voluntary organisations from every employment sector. ILM has rapidly established itself as a leading source of high quality qualifications in team leading and management practice, to support career development and improve individual performance. ILM is also a leading professional membership body with a growing membership of practising managers. As you re studying on an ILM programme, you are entitled to membership of the Institute for the duration of your studies, free of charge, giving you access to a wide range of services such as bite sized online learning sessions to support the areas you are covering on your course or to explore new areas of interest to you. Help with CV and Interview preparation is also available as is access to an online journal with current articles on management & leadership, Coaching & mentoring, equalities and diversity and a wide range of other areas. Learning and improving your performance One of the most important features of ILM units is that they are designed to enable you to learn how to perform more effectively in your role and also help you to demonstrate this improved performance. It s not enough just to know how to be a better manager or leader; you need to show that you are using what you have learnt with your teams and adding value to the organisation. One way of understanding how this works is the Experiential Learning Cycle, developed by US psychologist David Kolb. He suggests that the most effective learning occurs if people work their way through a cycle from learning about the theory (which Kolb called Abstract Conceptualisation), through planning how to apply what you have learnt (Active Experimentation), trying it out (Experience) and then thinking about the experience and what you have learnt from it (Critical Reflection). Concrete Experience (doing/having an experience) 3 To register for your free membership go to Structure of Qualifications Active Experimentation (planning/trying out what you have learned) Reflective Observation (reviewing/reflecting on the experience) ILM qualifications are made up of a prescribed number of units, each of which focuses on a specific aspect of the leadership & management role for which the qualification is designed. Each Unit has a credit value. Credit means that once you have completed a Unit successfully, even if you find you can no longer complete the full qualification, you can still have your achievement recorded you will get credit for what you have completed successfully. The qualification isn t just made up of time spent in the classroom or workshop, it also includes time spent reading and practising skills in the workplace, researching at work or on the Internet, discussing what you are learning with managers and work colleagues and anything you do in preparation for and completion of an assignment. Each unit also has a level. The level determines the complexity of the ideas you are learning about and applying. Abstract Conceptualisation (concluding/learning from the experience) Your ILM programme is designed to ensure this happens. You will learn about various elements of leadership & management on your course, and then have the chance to plan how you can use these. Your job is where you will apply what you have learnt and the assignments require you to think about what you do and develop your learning and management practice further. It s important to understand that the assignment tasks that you are required to do as part of your programme are not there just to test what you have learnt. They are actually designed to help you to learn. Use the assignment to think and reflect about what you have learnt and on what you have done in practice.

4 4 Level 3 Award Leadership & Management This Award aims to equip practicing and potential first line managers and supervisors with the knowledge, skills and confidence to perform effectively as workplace managers and leaders. Entry Requirements There are no formal entry requirements, but participants will: u Normally be either practicing or aspiring managers with the opportunity to meet the assignment demands u Have a background that will enable them to benefit from the programme which is likely to be level 2 in both literacy and numeracy Progression Successful candidates may benefit from career enhancement and/or progress to other learning & development qualifications in training, assessment & verification or to management development qualifications at a higher level. Candidates may also progress to the ILM level 3 Certificate or Diploma in Leadership & Management Delivery of programmes The delivery of the programmes will be by using a blended method of learning which will involve workshops, tutorials and distance learning which will be mainly reading and reflection. Content of programmes For level 3 Award in Leadership & Management candidates will complete the following units: u Induction session u Solving problems and making decisions 2 credits u Understanding Customer service standards and requirements 2 credits u Understanding the communication process in the workplace 2 credits u Understanding how to establish an effective team 1 credit Candidates will need to attend all sessions however only 4 credits are required for an Award so candidates can choose to only complete 2 assignments. Candidate who are wishing to continue onto the certificate or diploma are advised to complete all assignments as these will count towards their certificate For level 3 candidates on the certificate or diploma they will be able to choose form the following units: u Induction session all candidates will have a one to one session with the course tutor to discuss options open to them Candidates can then choose from a range of tutor delivered sessions on the following areas: u Managing workplace projects 2 credits u Understanding innovation and change in an organisation 2 credits u Giving briefings and making presentations 2 credits u Understanding leadership 2 credits u Understanding how to motivate and improve performance 2 credits u Developing yourself and others 2 credits u Understanding conflict management in the workplace 1 credit u Understanding stress management in the workplace 1 credit u Understanding discipline in the workplace 1 credit u Understanding recruitment & selection of new staff 2 credits u Understanding training & coaching in the workplace 2 credits u Understanding organising & delegating in the workplace 1 credit u Contributing to innovation & creativity in the workplace 2 credits u Understanding performance management 2 credits u Understanding how to lead effective meetings 2 credits Or candidates can choose to go down the distance learning workbook route for the following areas: u Understanding marketing for managers 1 credit u Writing for business 1 credit u Understanding health & safety in the workplace 2 credits u Understanding organisations in their context 2 credits u Understanding costs & budgets in an organisation 1 credit u Understanding how to manage the efficient use of materials and equipment 2 credits u Understanding workplace information systems 1 credit Candidate will need to have a minimum of 13 credits for the Certificate and 37 credits for the Diploma. Credits gained on the Award will count towards the Certificate or Diploma

5 Assessment Strategy All assessment methodologies are work related and designed to provide individual development and/or direct organisational benefits. Achievement of a qualification is dependent on the completion of the required number of credits for that qualification set by ILM. For all unit assessments candidates must achieve the minimum number of marks outlined for each section which is 50% of the marks available. All work should be done electronically as ILM is moving toward the process of external verification via electronic format. It is anticipated that only MS word (.doc) or rich text format (.rtf) file formats will be accepted, with a maximum file size of 1 Mb. Each assignment includes the Assessment Criteria, showing you exactly how you will be assessed, and a Mark Sheet to show how the marks are allocated. Read the assignments carefully and study the Assessment Criteria with even more care. It is a good idea to go through the assignments after you have completed them and mark them yourself, using those same criteria. Ask yourself Have I done what it asks me to do? What mark would I give it? Assessment activities are divided into parts. You must use the headings (in bold) of each part to structure your assignment, because marks are allocated according to how well you deal with each of them if the assessor doesn t know which part you are answering, you won t get the marks. Remember, the assessment is not trying to trick you what it asks for is what it expects. If you have a problem or are worried about the assignment, ask your tutor for help. You are advised to present your work as simply and clearly as possible. Whilst word-processed assessments are preferred, you will not lose marks for presenting a hand-written assessment so long as it is neat and legible. Please do not present your work in elaborate folders simple stapled pages are all that is required. This is especially important if your work is to be sent for external assessment by ILM s assessors instead of being marked within your centre. As a leader or manager, your communication skills are very important. So, it is important that you write clearly when your present your work for assessment. You may not lose marks for poor grammar and spelling, but it will give a poor impression of your standard of work. ILM is keen to ensure fair and equal assessment for all candidates. If you have any special difficulties which you think might put you at a disadvantage do not hesitate to let your tutor know as soon as possible. MIAP Managing Information Across Partners and LARS Learner Achievement Records In accordance with the new Qualifications and Credit framework (QCF) regulatory requirements candidates can achieve a national credit on the QCF. MIAP is a major initiative to enable the education and training sector to transform the use and exchange of information between learning providers, learners and employers and employees. It is managed by the Learning and skills council (LSC) and each candidate on an ILM programme will be provided with a unique learner number (ULN) this 10 digit number is kept for life and can be used by the learner to record any unit of learning they undertake. The Learner Achievement record (LAR) is a web based record of achievement showing units gained and associated credit accumulated. This new IT infrastructure will enable candidates to: u Track their completed units and chart their path to completing a full qualification u Identify progression routes to further achievements in a simple, user friendly environment u Provide definitive proof of their educational achievements to employers and other third parties u Transfer credits across qualifications and avoid having to repeat learning unnecessarily u Build up and combine credits specific to their needs and interests FAQ s Your Unique Learner Number (ULN) The ULN is a personal 10 digit number which will remain with you throughout your life, like your National Insurance (NI) number. So why can t we use your NI number, or one of the other numbers you already have? Well the law protects you by insisting that numbers like National Insurance can only be used for the purposes it was intended for. Your ULN will be the same. It will only be used to pull together your educational experiences and outcomes, enable you to view your learner record online and be used by government agencies who have responsibilities for education. What information will we need from you? We are not asking you for anything new, or anything that you don t already let us have. The core bits of information we use to get your ULN are your first name, family name, date of birth and gender. We want to make sure that information about you is accurate and does not get mixed up with other peoples information. We may use additional information sometimes to increase your security and protect your identity. These might include your post code or the first school you attended again, nothing you don t already have to provide. How will you benefit from having a ULN? Your ULN is an important part of a scheme to 5

6 6 improve the service you get from the people who provide and support your education. It will be used to link together all of your learning experiences, exam results and qualifications into an online learner record. This information is already held in computer based systems, but at the moment you can t get at it, so you have to fill in the forms and produce evidence before you move on to another course or job. The ULN will allow it to be pulled together for you to access it easily via the internet from March It will also make it easier to provide good advice and guidance about education and training opportunities which will help you take that important next step. Do you have to give consent? You cannot refuse to have a ULN, but you can opt out of sharing your data with others if you choose. If you do opt out of sharing, you may find that you end up filling in longer forms again each time you move on to something new. You can opt out of sharing your data through the Fair Processing Notice your organisation will show you as part of the enrolment/examination process, or at any time after that by calling the LRS Helpdesk or requesting your organisation opts out on your behalf. What about my data can other people access my information? The law already guarantees that your personal details are handled securely and sensitively. Your information will only be passed on to people with a legitimate reason, such as exam boards, schools or colleges that you want to move to and the government agencies who have responsibilities for education. How do I find out more? To find out more information including how to opt out of data sharing, visit or speak to Student Services.

7 for Unit: Understand how to establish an effective team 7 The purpose of this unit is to develop knowledge and understanding of how to establish an effective team In order for a team to perform effectively the members need to work together in a positive and constructive manner. Many things such as listening to others, treating each other with respect, empathy and acceptance of differences can all contribute to achieving effective working relationships within the team. In order for a team to perform effectively the manager also needs to know how a team develops and that members have a preference for particular behaviours when working with others. In order to demonstrate your knowledge and understanding of the importance of this and how it can be applied you need to complete the tasks below. You may want to relate your answers to an organisation that you work in and use examples from that organisation to illustrate your responses. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 6 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Understand how to develop and maintain effective working relationships You should provide your own understanding of how to develop and maintain effective working relationships by providing responses to the assessment criteria using, whenever appropriate, examples from a team situation with which you are familiar. u Explain the benefits of effective working relationships in developing and maintaining the team (20 marks) u Describe behaviours which could develop and maintain trust at work (16 marks) u Explain the role of communication in developing effective team working (20 marks) Understand how to build the team In order for a team to perform effectively the manager also needs to know how a team develops and how members have a preference for particular behaviours when working with others. Making reference to a team situation with which you are familiar, provide responses to the assessment criteria. u Explain the differences between a group and a team u Describe the stages of an established model of group formation (16 marks) u Explain how a manager could benefit from knowing team members preferred roles as defined in an established team role model (16 marks)

8 8 for Unit: Understanding customer service standards and requirements The purpose of this unit is to develop knowledge and understanding of the importance of customer service standards to both the customer and the organisation in defining what customers can expect from the organisation and the organisation s obligations to its customers. Success in achieving these standards will not only lead to increased customer satisfaction and fewer complaints but also to improvements motivation and morale within the team. This task requires you to demonstrate your knowledge of customer service and customer service standards. It also requires you to show how monitoring customer service standards and gathering feedback from customers can be used to improve performance. You may want to relate your answers to an organisation that you work in and use examples from that organisation to illustrate your responses. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 10 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Understand the legal and organisational requirement for managing customer service Describe the context for customer service standards by providing responses to cover these assessment criteria. Understand customer service standards Using your understanding of the nature and purpose of customer standards give responses to cover these assessment criteria. Use of examples to support your explanation. Know how to monitor customer service performance Using a specific example where customer service is monitored in your organisation, or an organisation with which you are familiar, give responses to cover the assessment criteria. u Describe the main legal rights of customers u Describe an organisation s commitments to customers u Describe the manager s responsibilities in relation to customer service u Describe the purpose of customer service standards u Explain how customer service standards and procedures are used to meet customer needs u Explain how an organisation monitors customer service against the standards set (16 marks) u Explain how to use feedback from customers to improve performance in customer service (24 marks)

9 for Unit: Understanding the communication process in the workplace 9 The purpose of this unit is to develop knowledge and understanding of the communication process in the workplace. By understanding the process and methods used you can improve your own effectiveness in achieving results. The task requires you to show an understanding of the process of communication and the main methods of communication and how to use them. You also need to complete a reflective self-assessment of your own communication skills and identify areas for performance improvement. You may want to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 8 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Please use the sub-headings shown below when structuring your Understand the nature and importance of the communication process in the workplace Show your understanding of the communication process by providing responses to cover these assessment criteria. Understand the methods of communication Show your understanding of the main methods of communication by providing responses to cover these assessment criteria. Be able to assess own effectiveness in communication Select a method of communication e.g. giving briefings, , telephone that you use. Based on your knowledge of good practice in communication reflect on what your strengths and weaknesses are when using this method and prepare a short summary. Then identify and list any ways in which you could improve your performance as a communicator when using this method. u Explain the importance of effective communication in the workplace (8 marks) u Describe the stages in the communication cycle (8 marks) u Identify possible barriers to communication in the workplace (8 marks) u Explain how to overcome a potential barrier to communication (8 marks) u Describe the main methods of written and oral communication in the workplace and their uses u Identify the main advantages and disadvantages of written methods of communication (8 marks) u Identify the main advantages and disadvantages of oral communication (8 marks) u Explain how non-verbal communication can influence the effectiveness of oral communication (8 marks) u Explain the value of feedback in ensuring effective communication (8 marks) u Assess own performance in a frequently used method of communication (16 marks) u Identify actions to improve own performance in communicating (8 marks)

10 10 for Unit: Solving problems and making decisions Identify a workplace problem facing you or your team (or a team within another organisation if you are currently unemployed) and examine ways to resolve it. For the purposes of this assignment, problem may be interpreted as a deviation from the norm OR an improvement opportunity OR a potential or anticipated problem. You should plan to spend approximately 10 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Background Briefly describe your organisation, what it does, and your role within it. Present situation (Analysis of the problem) Describe: u What the problem is and what may have caused it. u Its scope (e.g. how widespread, how often, how much etc). u Who, how and what it affects in the workplace/team. u What you are trying to achieve by solving the problem. u What the result would be if no action is taken. Investigation and identification of possible solutions to the problem Briefly describe possible solutions to the problem. To do this you must gather and interpret information to identify possible solutions. The evidence you gather should be fact supported by evidence and not just your opinion. Evaluation of possible solutions Evaluate the possible solutions using a simple decision making technique to arrive at the best solution. Your evaluation should include human, material and financial resources. State your chosen solution clearly and concisely. Recommend implementation plan to solve the problem Provide an action plan for the implementation and communication of the solution. Your action plan should include actions, timescales and required resources including people. Briefly describe the monitoring and review techniques you could use to evaluate the effectiveness of your chosen solution. u This aspect is not assessed, but is designed to help the assessor understand the context of the information you provide throughout the remainder of this assignment u Describe a problem, its nature scope and impact u Gather and interpret information to identify possible solutions to a problem (24 marks) u Prepare a summary of the options providing facts and evidence (16 marks) u Apply a simple decision making technique to evaluate options to arrive at the best solution (24 marks) u Plan the implementation and communication of the decision (16 marks) u Describe which monitoring and review techniques could be used to evaluate outcomes (8 marks)

11 for Unit: Managing workplace projects 11 The purpose of this unit is to develop knowledge and understanding of managing workplace projects. The task requires you to manage a simple workplace project and to understand the costs and benefits resulting from the project. You will need to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 10 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Know how to manage a simple workplace project Identify a simple workplace project including the agreeing and setting of SMART project objectives. You should provide a brief context statement to explain the background to and objectives of the project. The following tasks should be completed and presented in a logical manner with supporting explanations and copies of the documentation, such as GANTT charts, you have produced: u Identify the tasks and resources needed to complete your project. u Use a simple tool to determine the financial viability of your project. u Plan the project using an appropriate project planning technique. u Set objectives and targets /milestones targets to monitor performance against plan and to review plans. u Explain which technique you will use to evaluate your project and how you will use it. u Identify a simple workplace project (8 marks) u Use a simple tool for determining the financial viability of the project (20 marks) u Produce a project plan using an appropriate project planning technique (20 marks) u Set objectives and targets/milestones to monitor performance and review plans within the project u Use a project evaluation technique to evaluate the project (16 marks) Understand the financial and non-financial implications of a workplace project Look at the implications of your project and prepare a reflective summary that covers these assessment criteria. u List areas where net savings can be achieved as a result of the workplace project u Identify wider non-financial implications that can result from the workplace project

12 12 for Unit: Understanding health and safety in the workplace The purpose of this unit is to develop knowledge and understanding of the basic principles of health and safety policy as they apply in the workplace and the responsibilities of the manager in implementing policy. The task requires you to show your awareness of the main legislation and industry regulations that apply in a specific workplace. You will also need to show your understanding of how to conduct a risk assessment and how you would promote safe working within your team. You should provide a short context statement to introduce your responses. You may attach specific examples of documentation you have produced to illustrate your answers. You may want to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 9 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. The organisation s policy and responsibilities for ensuring a safe and healthy working environment You need to identify the main legislation and industry regulations that apply in a defined workplace situation. It is sufficient to supply brief details or references. You do not need to supply complete documents. u List current legislation and industry regulations relating to health, safety and welfare at work as relevant to a specific organisation u Describe an organisation s policy in relation to one specific item of legislation or regulation The manager s responsibilities for health and safety in the workplace You need to provide responses to the assessment criteria. You should relate these responses to a specific workplace situation. u Explain the difference between a hazard and a risk u Describe how to conduct a risk analysis (16 marks) u Identify the main areas of own responsibility for health and safety in the workplace (16 marks) u Describe how to ensure the team is aware of the health and safety requirements in the workplace (16 marks) u Describe how to monitor health and safety in the workplace (16 marks)

13 for Unit: Understanding performance management 13 The purpose of this unit is to enable you to understand the value of performance management techniques and how to apply them in a fair and objective manner. The task requires you to explain the value of performance assessment, to appropriately identify at least two ways to ensure fair and objective formal assessment giving an explanation of how to set correct SMART objectives, how to set performance standards and how to measure performance against agreed standards for a team member. The importance of feedback to improve performance should then be explained as well a description of how to give effective feedback. Finally you should identify at least two potential areas of underperformance in the workplace as well as two appropriate causes for failure to meet agreed performance levels and a description of at least two appropriate actions to restore performance. You may want to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 8 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Please use the sub-headings shown below when structuring your The value of assessing performance Know how to manage performance of individuals in the team Understand the value of feedback in the workplace Know how to manage underperformance in the workplace u Describe the value of formal and informal performance assessment in the workplace (8 marks) u Explain the role of the first line manager in performance management (4 marks) u Identify ways to ensure fair and objective formal assessment u Explain how to set SMART objectives for a team member u Explain how to set performance standards for a team member (8 marks) u Explain how to measure performance against agreed standards (8 marks) u Explain the importance of feedback to improve performance u Describe how to give effective feedback (8 marks) u Identify potential areas of underperformance in the workplace (8 marks) u Identify causes for failure to meet agreed performance levels (8 marks) u Describe actions to restore performance to acceptable levels

14 14 for Unit: Understanding costs and budgets in an organisation The purpose of this unit is to develop knowledge and understanding of costs and budgets in an organisation as required by a practising or potential manager. In order to demonstrate your knowledge of this you need to respond to all of the questions listed below. You may want to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 5 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Working to budget Explain how budgetary and cost control helps managers to manage their teams more effectively. In your answer you should: u Explain the process and importance of agreeing a budget and operating within it. u Describe how you (could) monitor variance between actual performance and budget. u Explain how you (could) gather information to be used in determining and/or revising budgets. u Explain the importance of agreeing to a budget and operating within it u Describe the process by which a budget is agreed in an organisation u Explain the process of gathering information to be used for the determination and/or revision of budgets u Describe a method to monitor variance between actual and budgeted performance (8 marks) Understanding costs in the organisation Explain costs within an organisation. In your answer you should: u Explain the concepts of fixed and variable costs and break even. u Explain how basic cost statements and standard costs are used (or could be used) in the workplace, explaining their purpose and nature and how they are (or could be) used to control costs. u Explain fixed and variable costs in relation to the organisation u Explain the concept of break even in relation to the organisation u Explain the purpose and nature of basic cost statements (8 marks) u Explain the value of standard costing and its role as a control mechanism u Describe mechanisms in the organisation to maintain control of costs

15 for Unit: Understanding how to manage the efficient use of materials and equipment 15 The purpose of this unit is to develop knowledge and understanding of managing the efficient use of materials and equipment as required by a practising or potential manager. In order to demonstrate your knowledge of this you need to respond to all of the questions listed below. You may want to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 12 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Acquisition, control and recording of material stocks Describe how stock requirements can be determined in the workplace and how stocks of supplies can be recorded, received and issued. Identify organisational stores/stock control principles and procedures and their role in ensuring that quality standards are met. Explain the consequences of not maintaining optimum stocks and why stock records are important in respect of quality standards. u Describe how to determine stock requirements in the workplace (4 marks) u Explain consequences of not maintaining optimum stocks in the workplace (4 marks) u Identify the workplace principles and procedures for stores/stock control (8 marks) u Explain the workplace procedures for recording receipt and issue of supplies (8 marks) u Describe why it is important to maintain records for quality standards (8 marks) continues overleaf

16 16 The need for effective and efficient use of equipment Review the way that equipment is used, monitored, maintained and secured. In your answer you should: u Conduct a simple risk assessment of equipment security in the workplace and explain how these risks could be reduced. u Explain why equipment should be used effectively and efficiently and why it is important to have a scheduled maintenance programme for equipment in the workplace. u Describe how the use of equipment is monitored and controlled in the workplace and compile a simple maintenance programme for equipment in the workplace. u Explain why equipment should be used effectively and efficiently (8 marks) u Describe how the use of equipment is monitored and controlled in the workplace (8 marks) u Explain why it is important to have a scheduled maintenance programme for equipment in the workplace (8 marks) u Compile a simple maintenance programme for equipment in the workplace u Conduct a simple risk assessment of equipment security in the workplace and explain how these risks could be reduced Waste minimisation Outline how waste can be measured and monitored in an organisation. Identify two areas where it may be possible to reduce waste in the workplace and put together a simple action plan to do this. u Identify potential waste in the organisation (4 marks) u Describe the techniques and/or methods for measuring and monitoring waste in the organisation (8 marks) u Compile a simple action plan to minimise waste in the workplace (8 marks)

17 for Unit: Managing workplace projects 17 The purpose of this unit is to develop knowledge and understanding of managing workplace projects. The task requires you to manage a simple workplace project and to understand the costs and benefits resulting from the project. You will need to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 10 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Know how to manage a simple workplace project Identify a simple workplace project including the agreeing and setting of SMART project objectives. You should provide a brief context statement to explain the background to and objectives of the project. The following tasks should be completed and presented in a logical manner with supporting explanations and copies of the documentation, such as GANTT charts, you have produced: u Identify the tasks and resources needed to complete your project. u Use a simple tool to determine the financial viability of your project. u Plan the project using an appropriate project planning technique. u Set objectives and targets /milestones targets to monitor performance against plan and to review plans. u Explain which technique you will use to evaluate your project and how you will use it. u Identify a simple workplace project (8 marks) u Use a simple tool for determining the financial viability of the project (20 marks) u Produce a project plan using an appropriate project planning technique (20 marks) u Set objectives and targets/milestones to monitor performance and review plans within the project u Use a project evaluation technique to evaluate the project (16 marks) Understand the financial and non-financial implications of a workplace project Look at the implications of your project and prepare a reflective summary that covers these assessment criteria. u List areas where net savings can be achieved as a result of the workplace project u Identify wider non-financial implications that can result from the workplace project

18 18 for Unit: Understand how to lead effective meetings The purpose of this unit is to develop knowledge and understanding of how effectiveness on leading meetings can be increased by good planning, preparation, and the use of meeting management techniques. Where appropriate, you may chose to include examples of documentation you have completed with brief explanations to cover context, background, and your reasons for taking the approach shown. The requirements of the task are set out in the sections below. You may want to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 9 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Know how to prepare and plan a meeting Based on a meeting situation with which you are familiar provide responses to these assessment criteria showing how you plan and prepare for an effective meeting. Where appropriate, you may include examples of documentation you have completed with brief explanations. u Explain the purpose of a meeting u Explain the purpose and structure of an agenda u Explain how to select and invite the right people to attend the meeting u Describe how to prepare prior to a meeting Know how to manage a meeting Based on the example given above, explain the roles and responsibilities of those attending the meeting, including the correct protocols/procedures that should be followed. Give some specific examples of the types of behaviour that in your view can have a positive or negative effect on the success of the meeting and in the case of negative behaviours explain how, as the chairman of the meeting you would address these. There are some models you could apply. Explain how the meeting should be minuted, action points prepared and followed up. Where appropriate you may include examples of documentation you have completed with brief explanations. u Explain the roles and responsibilities of the chairperson, the secretary and individuals at a meeting u Explain basic meeting protocol and procedures (16 marks) u Explain positive and negative actions that can affect meetings u Explain the purposes of minutes and action plans

19 for Unit: Understanding workplace information systems 19 The purpose of this unit is to develop knowledge and understanding of the nature of workplace information systems and some of the IT applications that can be used to support the organisation s information systems, as required by a manager who is not an IT specialist. The task requires you to show your understanding of how information systems are used within your organisation and some of the IT applications used. The task should be completed by providing responses to cover each of the assessment criteria listed below following the structure as set out there. You may want to relate your answers to an organisation that you work in. If you are not currently working within an organisation, then you may complete this task in relation to an organisation with which you are familiar. This could include experience working in a voluntary capacity. You should plan to spend approximately 7 hours researching your workplace context, preparing for and writing or presenting the outcomes of this assignment for assessment. Please use the sub-headings shown below when structuring your Understand the need to maintain information systems u Explain the purpose of record-keeping for the organisation u Identify key information to be recorded to meet organisational and legal requirements u Identify appropriate systems to store and retrieve information u Explain the need to control data access u Identify records which are included under relevant legislation (for example the Data Protection Act of 1998) Understand the use and application of IT applications for information systems in an organisation u Identify different uses or applications of spread sheets and/or databases in the organisation (16 marks) u Explain the value of electronic communication methods u Describe how data used to manage workplace information is backed up in the organisation

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