Level 3 Diploma in Business and Administration (combined qualification)

UNIT DATA SHEET Level 3 Diploma in Business and Administration (combined qualification) Pathway for Apprenticeship requires 78 credits = 58 from the combined NVQ and 15 from transferable skills for English, Maths and ICT. Examples of Suitable Job Titles and Responsibilities to Complete Apprenticeship: Administration Officer/Executive: Dealing with internal and external correspondence, organising meetings and events, producing documents, managing resources, managing office equipment, managing information. Administration Team Leader/Office Supervisor: Dealing with internal and external correspondence, organising meetings and events, producing documents, managing resources, managing office equipment, managing information, managing administration systems, managing office facilities. Personal Assistant: Making and receiving telephone calls, managing diaries, organising travel, organising meetings and events, handling correspondence, creating documents, developing presentations. Secretary: Dealing with internal and external correspondence, organising meetings, taking minutes at meetings, managing diaries, producing documents, transcribing notes, managing information. Qualification Title Credit Value 58 Level 3 Structure reference Level 3 Diploma in Business Administration (QCF) S/016/607 Minimum/Maximum GLH 282 to 432 To achieve a Level 3 Diploma in Business Administration, learners must complete a minimum of 58 credits: Qualification Structure (OCR Ref: 601/3676/5) 1. 27 credits from GROUP A MANDATORY UNITS 2. A minimum of 13 credits from GROUP B OPTIONAL UNITS 3. A maximum of 10 credits from GROUP C OPTIONAL UNITS 4. A maximum of 8 credits from GROUP D OPTIONAL UNITS A minimum of 40 credits must be achieved through the completion of units at Level 3 or above. Providing Superior Services to Individuals and Organisations Level 3 Diploma in Business and Administration Feb 2016 1

Use the table below to check that chosen units meet the framework for the NVQ as described above Group Title of Unit or Ref Level Total L2 & Above Mandatory Units BA 40, 57, 58, 59 and M&L9 3 27 27 Group B At least 13 (and up to 31) Total of Overall Credits Group C No more than 10 (0 to 10) Group D No more than 8 (0 to 8) OVERALL TOTALS =40 =58 Level 3 Diploma in Business and Administration Feb 2016

Mandatory Group A (27 credits including 27 at level 3) OCR/CFA Ref. Ofqual Ref. Title Credit Level GLH 1/B&A 40 Y/506/1910 Communicate in a business environment 4 3 24 2/M&L 9 T/506/2952 Manage personal performance and development 3 3 12 3/B&A 57 R/506/1940 Principles of business communication and information 4 3 27 4/B&A 58 Y/506/1941 Principles of administration 6 3 27 5/B&A 59 D/506/1942 Principles of business 10 3 74 Mandatory Group B (minimum of 13 credits to choose) 13 credits required at level 3 and above across groups B,C and D) CFA Ref. Ofqual Ref. Title Credit Level GLH 6/B&A 41 D/506/1911 Contribute to the improvement of business performance: 6 3 33 You will need to identify the nature, likely cause and implications of a problem, evaluate the scope of the problem, analyse possible courses of action and use evidence to justify approach to problem solving, develop a plan and success criteria, obtain approval to implement solution, evaluate degree success and scale of implications of a solved problem, identify nature scope and scale of possible contributions to continuous improvement activities, Measure changes, calculate performance measures, justify case for adopting improvements, develop standard operating procedures. 7/B&A 42 H/506/1912 Negotiate in a business environment: You will need to 4 3 18 identify purpose scope and objectives of the negotiation, prepare a negotiating strategy, prepare fall-back stances and compromises, assess the likely objectives and negotiation stances and research strengths and weaknesses of the other party, Carry out negotiations, adapt the conduct of the negotiation, maintain accurate records. 8/B&A 43 K/506/1913 Develop a presentation 3 3 11 9/B&A 44 M/506/1914 Deliver a presentation 3 3 17 10/B&A 45 T/506/1915 Create bespoke business documents: You will need 4 3 23 to analyse different design techniques used, identify optimum method of presenting document, create design options take into account feedback from stakeholders, include content that meets brief, use design techniques that meet the specification, integrate nontext items, 11/B&A 46 A/506/1915 Contribute to the development and implementation of an information system: You will need to confirm purpose and use of system and identify information to be managed, confirm requirements for reporting information, recommend the functions that will be used to manipulate and report information, develop guidance for the use of an information system, recommend user access and security levels, make contributions to the development of system, participate in system testing, implement system in accordance with plan, confirm staff are trained, resolve or report problems and faults 6 3 21 Level 3 Diploma in Business and Administration Feb 2016 3

12/B&A 47 F/506/1918 Monitor information systems: You will need to evaluate 8 3 43 the suitability of possible problem solving actions, analyse suitability of different evaluation techniques related to information systems, assess the potential consequences of breaches of confidentiality, evaluate the potential consequences of publishing reports containing inaccurate or unsubstantiated information, develop a plan to monitor information systems, carry out monitoring activities, provide training and support to system users, identify cause of problems with system and suggest solutions, recommend adaptions in response to identified problems or developments 13/B&A 48 J/506/1918 Evaluate the provision of business travel or accommodation: 5 3 30 You will need to assess the performance of providers of travel or accommodation against agreed criteria, identify instances of exceptional and inadequate performance, evaluate benefits of limitations for existing arrangement and their implications, identify alternatives, produce costed plans setting out different options, shortlist alternative providers 21/B&A 60 K/506/1944 Manage an office facility: You will need to maintain 4 3 21 equipment and consumables, establish systems to evaluate the effectiveness of office systems and procedures, review effectiveness of procedures to meet users adapting needs, manage the maintenance of office equipment, manage effective relationships with suppliers, take action to ensure administrative services are provided to agreed standard 22/B&A 61 M/506/1945 Analyse and present business data: You will need to 6 3 24 agree parameters of the analysis and clarify any ethical requirements, organise the data to facilitate the analysis, select valid and reliable data analysis methods, apply analytical techniques, confirm the accuracy of data analysis, draw conclusions, present date in agreed reporting format, acknowledge limitations of the analysis, reference data source 23/B&A 14 Y/506/1809 Produce business documents: You will need to 3 2 24 prepare the documents in line with in house requirements, provide final documents in appropriate format for authorised readers, specify restrictions and distribution lists, maintain requirements for security in the production, distribution and storage of the documents 24/B&A 16 R/506/1811 Store and retrieve information 4 2 19 25/B&A 17 Y/506/1812 Produce minutes of meetings: You will need to take 3 2 13 accurate notes of attendance and proceedings and record allocated responsibilities, transcribe notes accurately, include all attachments, obtain approval for final documents, distribute minutes, maintain requirements of confidentiality 26/B&A 17 D/506/1813 Handle Mail: You will need to deal with both incoming 3 2 15 and outgoing mail 28/B&A 22 T/506/1817 Prepare text from recorded audio instruction: To complete this unit you will have to dedicate sufficient time to learn the skill of audio typing. The learning for this unit will have to be arranged by yourself as an additional course of learning. 4 3 15 Level 3 Diploma in Business and Administration Feb 2016

29/B&A 25 Y/506/2295 Maintain and issue stationery and supplies: You will need to maintain storage and security requirements, carry out stock checks, chase up incorrect orders, maintain records of stock issues received and in storage, deal with unwanted or damaged stationery and supplies safely, recommend ways in which system can be improved 30/B&A 27 L/506/1869 Contribute to the organisation of an event: You will need to be included in both pre-event and post-event activities and are required to set up the event 31/B&A 28 D/506/1875 Organise business travel or accommodation: You will need to research business travel or accommodation options for others, make business travel or accommodation arrangements for others 32/B&A 29 H/506/1876 Provide administrative support at meetings: You will need to book meeting venue, resources and facilities, collate documents for the meeting, distribute meeting invitations etc, support the administration of the meeting including distribution of minutes and carrying out any follow up actions 33/B&A 30 T/506/1879 Administer human resource records: You will need to keep HR records up to date, process data in accordance with organisational procedures 34/B&A 31 A/506/1883 Administer the recruitment and selection process - You will need to check that details are correct, place job advertisements, record applicant responses, provide requested information, invite shortlisted applicants to participate in selection process, co-ordinate selection process, carry out pre-employment checks, inform applicants of the outcome, keep selection records up to date 36/ B&A 33 R/506/1890 Administer finance - You will need to record income and expenditure, process purchase orders, invoices or expenses, process outgoing payments, accept or allocate incoming payments 37/B&A 35 M/506/1895 Buddy a colleague to develop their skills - You will need to agree schedule of meetings, provide examples of carrying out work tasks correctly, identify instances of good practice and areas for improvement, praise buddy, give constructive feedback, offer hints and tips based on personal experience 38/B&A 39 L/506/1905 Employee rights and responsibilities: This unit can be completed to cover the ERR requirements 42/B&A 20 K/506/1815 Prepare text from notes using touch typing - You will have to dedicate sufficient time to learn the skill of touch typing. The learning for this unit will have to be arranged by yourself as an additional course of learning. 3 2 18 3 2 23 4 2 23 4 2 28 3 2 28 3 2 25 4 2 21 3 2 19 2 2 16 4 2 26 Level 3 Diploma in Business and Administration Feb 2016 5

Option Group C (maximum of 10 credits to choose) 13 credits required at level 3 and above across groups B,C and D) OCR/CFA Ref. Ofqual Ref. Title Credit Level GLH 43/M&L 10 T/506/1820 Promote equality, diversity and inclusion in the workplace: You will need to ensure colleagues are aware of their responsibilities for equality and diversity and inclusion in the workplace, identify potential issues relating to E&D and inclusion in the workplace 44/M&L 11 A/506/1821 Manage team performance - You will need to identify strengths, competences and expertise of team members and allocate work accordingly, identify areas for improvement in team members performance, amend priorities and plans, recommend changes to systems and processes to improve quality of work, communicate individual and team objectives, provide support to team members, agree process for feedback on work progress, review the effectiveness of team communications and make improvements 45/M&L 12 J/506/1921 Manage individual s performance You will need to agree SMART objectives, delegate responsibility to individuals, apply motivation techniques, provide information resources and on-going mentoring support, monitor individuals progress towards objectives, recognise individuals achievements of targets and quality standards 46/M&L 13 L/506/1922 Manage individual s development in the workplace - You will need to review individuals learning and development needs at regular intervals and suggest learning and development opportunities and interventions that are likely to meet individual and business needs 47/M&L 14 Y/506/1924 Chair and lead meetings - You will need to follow business conventions in the conduct of a meeting, facilitate meetings, manage the agenda, summarise the agreed actions, allocate responsibilities and timescales, etc, take action to ensure that accurate records of a meeting are produced and distributed, take action to ensure post-meeting actions are completed, evaluate the effectiveness of a meeting and identify points for future development 48/M&L 16 J/506/2292 Encourage innovation - You will need to analyse advantages and disadvantages of techniques to generate ideas, agree terms of reference and criteria with stakeholders for evaluation potential innovation and improvement, engage team members in finding opportunities to innovate and suggest improvements, monitor performance etc, analyse valid information to identify opportunities for innovation and improvement, generate ideas for innovation or improvement, test selected ideas, evaluate fitness for purpose and value, assess potential innovations and improvements, explain risks of implementing innovative ideas and justify conclusions, prepare costings and schedules of work and design processes that support efficient implementation 3 3 15 4 3 21 4 3 20 3 3 10 3 3 10 4 3 14 Level 3 Diploma in Business and Administration Feb 2016

49/M&L 18 M/506/2292 Procure products and/or services: You will need to decide whether the purchase of products and/or services offers the organisation best value, evaluate ethical and sustainability considerations, justify the decision to buy with evidence of an analysis or risks, costs and benefits, confirm the capability and track record of suppliers, select suppliers, agree contract terms, record agreements. 50/M&L 19 T/506/1929 Implement change: You will need to evaluate the suitability of change management models, assess the need for contingency planning, assess the need for crisis management, develop a plan with SMART objectives, brief team members on their roles, gain acceptance to the need for change from team members and other stakeholders, analyse advantages and disadvantages of monitoring techniques, provide support to team members and stakeholders, monitor progress of implantation of plan, manage problems, assess suitability of techniques, collate valid feedback, analyse feedback, identify areas for improvement and communicate lessons learnt. 51/M&L 20 K/506/1930 Implement and maintain business continuity plans and processes: You will need to confirm the required aim, scope and objectives of business continuity plan, engage stakeholders in developing business continuity plans, identify business critical products/services, develop framework for business continuity management, recommend resources, communicate importance and requirements of continuity plans, provide training for all staff, validate and test the strength of continuity plans, update plans in light of feedback 52/M&L 23 F/506/1934 Participate in a project: You will need to fulfil role in accordance with project plan, collect project related information, use appropriate tools to analyse project, report on analysis, draw issues anomalies and potential problems to attention of the manager 53/M&L 25 J/506/1949 Develop and maintain professional networks: You will need to identify potential networks for professional development, shortlist networks for development, assess the benefits and limitations of joining and maintaining networks, identify the potential for mutual benefit with network members, promote own skills to network members, provide information services or support to network members, establish boundaries of confidentiality, agree guidelines for exchange of information, take action to ensure that participation in networks reflects current and defined future aspirations, make introductions to people with common complementary interest to and within networks 5 3 35 5 3 28 4 3 25 3 3 19 3 4 15 Level 3 Diploma in Business and Administration Feb 2016 7

54/M&L 27 Y/506/1955 Develop and implement an operational plan: You will need to evaluate the use of risk analysis techniques in operational planning, evaluate the use of planning tools and techniques in the operational planning process, identify SMART targets, identify evaluation mechanisms, ensure plans are consistent with organisational strategy, develop proportionate and targeted plans to manage identified risks, take action to ensure that plans complete and maximise synergy with other business areas, implement plans, communicate requirements, revise plans in light of changing circumstances, conduct periodic reviews of the progress and effectiveness of plans, report on the effectiveness of operational plans 55/M&L 34 K/506/1989 Manage physical resources: You will need to identify the need for physical resources, evaluating alternative options and the impact on the organisation of introducing them, develop a business case for resources supported with cost estimates and contingency arrangements and analysis of likely benefits, obtain authorisation for financial commitment, negotiate best value from contracts, evaluate the efficiency of resources, recommend improvements to the use of resources, analyse the benefits of effective equipment in the conservation of energy and the environment. 56/M&L 36 K/506/1992 Prepare for and support quality audits: You will need to establish the quality requirements, confirm documentation is completed and agreed actions implemented, make available information requested in advance by auditors, provide access to information, agree actions and timescales with auditors, identify instances where business processes quality standards and/or procedures could be improved, and develop a quality improvement plan. 57/M&L 38 A/506/1995 Manage a budget: You will need to use the budget to control performance and expenditure, identify the cause of budget variations, identify actions to be taken to address variations, propose realistic revisions to budget, provide budget related reports and information, explain actions to be taken in the event of suspected fraud or malpractice identify successes and areas for improvement in budget management, make recommendations to improve future budget setting and management. 58/M&L 40 R/506/1999 Manage a project: You will need to evaluate the use of risk analysis techniques, project planning and management tools and techniques and the impact of changes to project scope, schedules, finance, risk etc, analyse requirements of project governance and how project fits with organisations overall vision etc, agree objectives and scope of proposed projects with stakeholders, assess the independencies and potential risks with the project, develop a project plan with SMART objectives, develop proportionate and targeted plans to manage identified risks and contingencies, apply project lifecycle approaches to progress of project, brief project team members, implement plans, communicate requirements, revise plans when required, keep stakeholders up to date, complete close-out actions, conduct periodic reviews, evaluate effectiveness of capturing and managing project related knowledge, report on the effectiveness of the plans Level 3 Diploma in Business and Administration Feb 2016 5 4 24 4 4 24 4 4 26 3 4 26 7 4 38

59/M&L 41 L/506/2004 Manage business risk: You will need to analyse business risk identification theories and models, monitor work in line with organisational risk procedures, identify potential risks and assess their potential consequences etc, communicate to stakeholders likelihood of the risks occurring and potential consequences, develop risk management plans and processes, implement risk management plans, monitor on-going risk related developments and amend plans, keep stakeholders informed, evaluate the effectiveness of actions taken, identifying future improvements. 61/ CS25 L/506/2150 Organise and deliver customer service: You will need to confirm that systems and structures are in place to enable the delivery of agreed standards in customer service, prepare resources, plan how to deal with unexpected workloads, allocate priorities to address points of service failure, identify areas for improvement in own customer service deliver and adapt own customer service delivery to meet customers changing expectations. 62/ CS31 R/506/2151 Resolve customers complaints: You will need to assess the suitability of a range of monitoring techniques for customer complaints, confirm nature of complaints and take personal responsibility for dealing with them, agree solutions with customers, record the outcome of handing the complaint. 63 T/502/4301 Using email: You will need to send emails to individuals and groups, use address book to manage contact information, develop and communicate guidelines and procedures for using e-mail effectively, use email software tools and techniques to automate responses, be-able to archive messages, organise, store and archive e-mail messages effectively, customise e-mail software to make it easier to use, respond appropriately to email problems. 64 Y/502/4629 Word Processing Software (also see ERRs): You will need to create, store and modify templates, combine and merge information, select and use tools and techniques to work with multiple documents or users, customise interface to meet needs, analyse and explain the requirements for structure and style, create use and modify tables, columns and forms to organise information, define and modify styles, select and use tools and techniques to organise and structure long documents, select and use page and sections layouts, evaluate quality of the documents produced, respond appropriately to any quality problems. 67 T/502/4623 Presentation Software (also see ERRs): You will need to insert charts and tables and link to data source, insert images, video or sound, identify any constraints, organise and combine information for presentations, store and retrieve presentation files effectively, create, amend and use appropriate templates and themes for slides, use appropriate technique to edit and format presentations, create and use interactive elements to enhance presentations, select and use animation and transition techniques appropriately, prepare interactive slideshow and associated products, check presentation meets needs, evaluate presentations, identify any quality problems and respond appropriately to them. 6 4 27 5 3 27 4 3 22 3 3 20 6 3 45 6 3 45 Level 3 Diploma in Business and Administration Feb 2016 9

68 J/502/4397 Bespoke Software (also see ERRs) : You will need to select and use appropriate techniques to link and combine information, evaluate the use of software functions, create, change and use appropriate structures and/or layouts, manage data files, select and use appropriate tools and techniques to edit, analyse and format information, identify and respond appropriately to quality problems, select and use presentation methods to aid clarity and meaning 4 3 30 Mandatory Group D (maximum of 8 credits to choose) 13 credits required at level 3 and above across groups B,C and D) CFA Ref. Ofqual Ref. Title Credit Level GLH M&L 15 F/506/2596 Principles in leadership and management 8 3 50 CS 26 Y/506/2152 Understand the customer service environment 5 3 40 B&A 56 D/506/1939 Understand the legal context of business 6 3 44 Explanation of Levels When choosing a unit consider the level of work that will be required of you. See guide below to assist in this decision. Level 2: Same as GCSE Grades A* - C Level 3: Same as A Level Level 4: Level 4 and above are known as higher education Level 5: Level 5 and above are degree-standard qualifications Progression from the Business Administration Intermediate Apprenticeship Think about how you want to progress after your apprenticeship. Below are some suggestions of areas you may be able to progress onto. Advanced apprentices, with the support and opportunities in the workplace, can progress onto: The level 4 Higher Apprenticeship in Business and Professional Administration Further or Higher education to undertake business related or other qualifications, including Foundation Degrees in areas such as business, business management, and business administration A range of business and management undergraduate programmes A range of business professional qualifications at level 4 and above With additional training, advanced apprentices may be able to progress in their careers to roles including office manager, administration team leader, personal assistance or a wide range of managerial roles within business. Barred Combinations These are units that cannot be counted together as part of the rule of combination for this qualification. The following table lists the units in this qualification that are barred with other units. OCR Unit No 13 Unit Title Evaluate the provision of business travel or accommodation OCR Unit No 31 Barred With Organise business travel or accommodation 52 Participate in a project 58 Manage a project Level 3 Diploma in Business and Administration Feb 2016