Level 3 NVQ in Logistics Operations Management (3292-03) · Level 3 NVQ in Logistics Operations Management ... Warehousing & Storage Operations ... Level 3 NVQ in Logistics Operations

Level 3 NVQ in Logistics Operations Management (3292-03)

www.cityandguilds.com November 2008 Version 1.0

Qualification handbook

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Level 3 NVQ in Logistics Operations Management (3292-03) 1

Level 3 NVQ in Logistics Operations Management (3292-03)

www.cityandguilds.com November 2008 Version 1.0 Qualification handbook

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2 Level 3 NVQ in Logistics Operations Management (3292-03)

Contents

1 Introduction to the qualification 5 1.1 Qualification structure 6 1.2 Opportunities for progression 8 2 Centre requirements 9 2.1 Approval 9 2.2 Resource requirements 10 2.3 Candidate entry requirements 11 3 Units 12 Unit 001 Identify the logistics requirements of a supply chain (LOM1) 13 Unit 002 Promote and maintain health, safety and security in logistics operations

(LOG2) 16 Unit 003 Promote compliance of logistics operations with legislation, regulations and

organisational procedures (LOM2) 19 Unit 101 Schedule logistics operations to meet customer requirements (LOM3) 22 Unit 102 Optimise the use of logistics resources (LOM4) 25 Unit 103 Develop contingency plans for logistics operations (LOM5) 28 Unit 104 Utilise transport modes in logistics operations (LOM6) 31 Unit 105 Apply technology in logistics operations (LOM7) 34 Unit 201 Develop relationships with logistics customers (LOM8) 37 Unit 202 Improve the quality of logistics operations (LOM9) 40 Unit 203 Respond to contingencies during logistics operations (LOM10) 43 Unit 204 Monitor the environmental impact of logistics operations (LOM11) 46 Unit 301 Arrange the transportation of goods using multiple transport modes

(ITLO11) 49 Unit 302 Organise the preparation of documentation for the transportation of goods

(ITLO12) 52 Unit 303 Manage the receipt, storage, or dispatch of goods (WS20) 55 Unit 304 Audit stock levels and stock records (WS21) 58 Unit 305 Provide leadership for your team (MSC B5) 61 Unit 306 Allocate and check work in your team (MSC D5) 64 4 Useful contacts 69


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1 Introduction to the qualification

This document contains the information that centres need to offer the following qualification: Qualification title and level Level 3 NVQ in Logistics Operations Management City & Guilds qualification number 3292-03 Ofqual accreditation number TBC Last registration date 31/12/2010 Last certification date 31/12/2013 The Level 3 NVQ in Logistics Operations Management (3292-03) aims to:

• meet the needs of candidates who work or want to work as Operations Managers, Supervisors or Team Leaders in the logistics sector

• allow candidates to learn, develop and practise the skills required for employment and/or career progression in the logistics sector

• replace the City & Guilds Level 3 NVQ in Distribution, Warehousing & Storage Operations (1003-03).


1 Introduction to the qualification 1.1 Qualification structure

Skills for Logistics unit number

City & Guilds unit number Unit title

Mandatory/ optional for full qualification

LOM1 001 Identify the logistics requirements of a supply chain

Mandatory

LOG2 002 Promote and maintain health, safety and security in logistics operations

Mandatory

LOM2 003 Promote compliance of logistics operations with legislation, regulations and organisational procedures

Mandatory

LOM3 101 Schedule logistics operations to meet customer requirements

Option Group 1

LOM4 102 Optimise the use of logistics resources Option Group 1

LOM5 103 Develop contingency plans for logistics operations

Option Group 1

LOM6 104 Utilise transport modes in logistics operations

Option Group 1

LOM7 105 Apply technology in logistics operations Option Group 1

LOM8 201 Develop relationships with logistics customers

Option Group 2

LOM9 202 Improve the quality of logistics operations Option Group 2

LOM10 203 Respond to contingencies during logistics operations

Option Group 2

LOM11 204 Monitor the environmental impact of logistics operations

Option Group 2

ITLO11 301 Arrange the transportation of goods using multiple transport modes

Option Group 3

ITLO12 302 Organise the preparation of documentation for the transportation of goods

Option Group 3

WS20 303 Manage the receipt, storage or dispatch of goods

Option Group 3

WS21 304 Audit stock levels and stock records Option Group 3

MSC B5 305 Provide leadership for your team Option Group 3

MSC D5 306 Allocate and check work in your team Option Group 3


Rules of Combination Candidates have to complete eight units, comprising of:

• three mandatory units

• five optional units.

A total of five units must be taken from the three Option Groups, according to the following rules:

• a minimum of one unit must come from each of Option Group 1 and Option Group 2

• three other units must be taken from any of Option Groups 1, 2 or 3

• a maximum of three units may come from any one Option Group.


1 Introduction to the qualification 1.2 Opportunities for progression

On completion of this qualification candidates may progress into employment or to the following City & Guilds qualifications:

• ILM Level 3 Supervisory or Level 4 Management qualifications • Membership of professional Management or Logistics bodies • Foundation degrees in Logistics Management.


2 Centre requirements 2.1 Approval

This section outlines the approval processes for Centres to offer this qualification and any resources that Centres will need in place to offer the qualifications including qualification-specific requirements for Centre staff.

Centres already offering City & Guilds qualifications in this subject area

Centres approved to offer the qualification Level 3 NVQ in Distribution, Warehousing & Storage Operations (1003-03) or the Level 3 NVQ in Logistics – Warehousing & Storage (3290-05) may apply for approval for the new Level 3 NVQ in Logistics Operations Management (3292-03) using the fast track approval form, available from the City & Guilds website. Centres may apply to offer the new qualification using the fast track form

• providing there have been no changes to the way the qualifications are delivered and

• if they meet all of the approval criteria specified in the fast track form guidance notes. Fast track approval is available for 12 months from the launch of the qualification. After this time, the qualification is subject to the standard Qualification Approval Process. It is the centre’s responsibility to check that fast track approval is still current at the time of application.


2 Centre requirements 2.2 Resource requirements

Physical resources and site agreements

Centres must provide access to sufficient equipment in the centre or workplace to ensure candidates have the opportunity to cover all of the practical activities.

Human resources

Staff delivering this qualification must be able to demonstrate that they meet the following occupational expertise requirements. They should:

• be technically competent in the area for which they are assessing and/or have experience of assessment. This knowledge must be at least to the same level as the training being delivered

• hold the A1 Assessor’s Award, or an equivalent qualification • have recent relevant experience in the specific area they will be assessing • be occupationally knowledgeable in the areas of Logistics and Management for which they are

providing assessment. This knowledge must be at least to the same level as this NVQ. • have credible experience of providing training. Centre staff may undertake more than one role, eg tutor and assessor or internal verifier, but must never internally verify their own assessments.

Assessors and internal verifiers

Centre staff should hold, or be working towards, the relevant Assessor/Verifier (A/V) units for their role in delivering, assessing and verifying this qualification, or meet the relevant experience requirements outlined above. Continuing professional development (CPD) Centres are expected to support their staff in ensuring that their knowledge remains current of the occupational area and of best practice in delivery, mentoring, training, assessment and verification and that it takes account of any national or legislative developments.


2 Centre requirements 2.3 Candidate entry requirements

Candidates should not be entered for a qualification of the same type, content and level as that of a qualification they already hold. There are no formal entry requirements for candidates undertaking this qualification. However, centres must ensure that candidates have the potential and opportunity to gain the qualification successfully. As part of the assessment for this qualification, candidates must have access to a work setting/placement where their normal responsibilities include those which are assessed within this qualification.

Age restrictions

This qualification is not approved for use by candidates under the age of 16 and City & Guilds cannot accept any registrations for candidates in this age group.


3 Units

Unit title Mandatory/ optional for full qualification

City & Guilds unit number

001 Identify the logistics requirements of a supply chain Mandatory

002 Promote and maintain health, safety and security in logistics operations

Mandatory

003 Promote compliance of logistics operations with legislation, regulations and organisational procedures

Mandatory

101 Schedule logistics operations to meet customer requirements

Option Group 1

102 Optimise the use of logistics resources Option Group 1

103 Develop contingency plans for logistics operations Option Group 1

104 Utilise transport modes in logistics operations Option Group 1

105 Apply technology in logistics operations Option Group 1

201 Develop relationships with logistics customers Option Group 2

202 Improve the quality of logistics operations Option Group 2

203 Respond to contingencies during logistics operations Option Group 2

204 Monitor the environmental impact of logistics operations Option Group 2

301 Arrange the transportation of goods using multiple transport modes

Option Group 3

302 Organise the preparation of documentation for the transportation of goods

Option Group 3

303 Manage the receipt, storage or dispatch of goods Option Group 3

304 Audit stock levels and stock records Option Group 3

305 Provide leadership for your team Option Group 3

306 Allocate and check work in your team Option Group 3


Unit 001 Identify the logistics requirements of a supply chain (LOM1)

Overview

Unit aim(s) You must be able to understand the sources of information on the supply chain and select those that are suitable and relevant to the organisation and its customers. You must identify and show a full knowledge and understanding of the features and characteristics of the supplies flowing through the supply chain, monitor the activities of the main organisations operating it and the specific requirements of customers. You must identify the available transport modes, routes and storage as well as obtain information on the current legislation and regulations that apply to these things. You will monitor changes and developments to the supply chain and identify potential opportunities for your organisation arising from them. You must also understand and demonstrate the use of the information systems appropriate to your organisation and according to relevant organisational procedures. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM1 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by:

• Portfolio evidence covering practical skills and underpinning knowledge.


Unit 001 Identify the logistics requirements of a supply chain (LOM1)

Assessment criteria

You will be able to:

Portfolio Reference Number (prn)

1 Select suitable sources of information on the supply chain that are relevant to the organisation and its customers

2 Identify the features and characteristics of the supplies flowing through the supply chain

3 Monitor the activities of the main organisations operating in the supply chain

4 Confirm the specific requirements of customers in the supply chain

5 Identify the available transport modes and routes used and the way supplies need to be stored

6 Obtain information on the current legislation and regulations that apply to logistics operations in the supply chain

7 Monitor changes and developments to the supply chain that could have an effect on logistics operations

8 Apply logistics operations to meet the requirements of customers in the supply chain

9 Identify any potential opportunities for the organisation arising from changes in the supply chain

10 Report work activities and record them in the appropriate information systems according to organisational procedures

Portfolio Reference Number (prn) You will know and understand

Supply chains: a sources of information on the supply chain

b how the supply chain operates

c how supplies are moved through the supply chain

d the needs of different customers in the supply chain

e systems and procedures for operating in the supply chain

f products, materials and services that comprise supplies

g types of supply chains


Portfolio Reference You will know and understand Number (prn)

Legislation and regulations: h legislation and regulations relating to health, safety

and logistics operations

i sources of information on legislation and regulations

j regulatory bodies and their compliance requirements

Organisational procedures: k roles, responsibilities and management systems

l working practices, operating procedures, guidelines and codes of practice

m information systems and communication methods used by the organisation


Unit 002 Promote and maintain health, safety and security in logistics operations (LOG2)

Overview

Unit aim(s) You will need to provide evidence of following and understanding regulations and organisational procedures with regard to health, safety and security in the workplace and you will be asked to monitor and implement any changes to them. You must also ensure that any health, safety or security risks to yourself or others when undertaking logistics operations are assessed according to your operational guidelines and identify promptly any hazards or security issues that occur. In addition, you must take immediate action to prevent injury, theft or damage, respond to incidents affecting health, safety or security and use appropriate electronic or manual information systems to report accidents and emergencies. You must ensure that personal protective equipment is used and show an understanding of how it should be used correctly, including reference to manufacturers' and other relevant instructions. You will also be asked to demonstrate a knowledge of other issues affecting health, safety and security including the location of approved escape routes, the use of alarm systems and procedures for contacting the emergency services and your legal responsibilities for reporting accidents and emergencies. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOG2 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by:

• Portfolio evidence covering practical skills and underpinning knowledge.


Unit 002 Promote and maintain health, safety and security in logistics operations (LOG2)

Assessment criteria



1 Follow regulations and organisational procedures for health, safety and security at all times

2 Monitor changes in health, safety and security regulations and guidelines and implement their requirements

3 Ensure that any risks to the health, safety and security of self and others when undertaking logistics operations are assessed according to organisational guidelines

4 Monitor the work of colleagues to ensure that safe working practices are followed at all times

5 Ensure that personal protective equipment is used correctly

6 Ensure that manufacturers’ and other relevant instructions relating to the safe use of equipment are followed

7 Inform visitors to the work area of health, safety and security procedures and prevent unauthorised access to restricted areas

8 Identify promptly any health and safety hazards and security issues

9 Take immediate action to prevent injury, theft, or damage and give priority to the protection of people over organisational performance

10 Respond to incidents affecting health, safety and security by using the appropriate safety equipment and carrying out the safety procedures specified by the organisation

11 Report accidents and emergencies in the appropriate electronic or manual information systems

Portfolio Reference Number

(prn) You will know and understand

Health, safety and security at work: a sources of information on the supply chain

b how the supply chain operates

c legislation, regulations and organisational procedures that apply to health and safety in the workplace


Portfolio Reference Number You will know and understand (prn) d sources of information on changes to health, safety

and security legislation and regulations

e responsibilities of all workers for health, safety and security

f specific role responsibilities of colleagues for health, safety and security

g risk assessment methods

h personal protective equipment that should be used for different logistics activities and how to use it correctly

i instructions for safely using different types of equipment and who should issue them

j safety measures that should be undertaken for visitors attending the workplace

k types of health, safety and security incident that could occur

l safety equipment and procedures that should be used with different types of accident or emergency

m accident and emergency procedures of the organisation, including individual roles and responsibilities

n location of the approved escape routes

o alarm systems and procedures for contacting the emergency services

p legal responsibilities for reporting accidents and emergencies

q reporting of accidents and emergencies

Legislation and regulations: r legislation and regulations relating to different types

of logistics operations

s sources of information on legislation and regulations

t regulatory bodies and their compliance requirements

Organisational procedures: u roles, responsibilities and management systems

v working practices, operating procedures, guidelines and codes of practice

w information systems and communication methods used by the organisation


Unit 003 Promote compliance of logistics operations with legislation, regulations and organisational procedures (LOM2)

Overview

Unit aim(s) You must be able to obtain information from suitable sources on the current legislation and regulations that apply to the logistics operations being undertaken. You must be able to explain to colleagues the content and meaning of current legislation and regulations in a way that they are likely to understand. You must be able to monitor the work activities of colleagues to ensure that regulations and organisational procedures are followed and monitor the use of equipment to ensure that regulations and organisational procedures are followed. You must also be able to inform all relevant people of any changes to regulations and organisational procedures that could affect them and identify any problems with compliance and take the appropriate action to deal with them. You must also be able to recommend improvements to the way the organisation complies with legislation and regulations. In addition, will also be asked to demonstrate knowledge of methods of monitoring developments in legislation and regulations, implications of not complying with legislation and regulations, ways of identifying non-compliance and people responsible for complying with legislation and regulations. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM2 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 1 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 003 Promote compliance of logistics operations with legislation, regulations and organisational procedures (LOM2)

Assessment criteria



1 Obtain information from suitable sources on the current legislation and regulations that apply to the logistics operations being undertaken

2 Monitor changes and developments in legislation and regulations that could have an effect on logistics operations being undertaken

3 Confirm organisational procedures for the logistics operations being undertaken

4 Explain to colleagues the content and meaning of current legislation and regulations in a way that they are likely to understand

5 Monitor the work activities of colleagues to ensure that regulations and organisational procedures are followed

6 Monitor the use of equipment to ensure that regulations and organisational procedures are followed

7 Inform all relevant people of any changes to regulations and organisational procedures that could affect them

8 Identify any problems with compliance and take the appropriate action to deal with them

9 Recommend improvements to the way the organisation complies with legislation and regulations



Compliance: a methods of monitoring developments in legislation

and regulations

b implications of not complying with legislation and regulations

c ways of identifying non-compliance


Portfolio Reference You will know and understand Number (prn) d people responsible for complying with legislation

and regulations

Legislation and regulations: e legislation and regulations relating to different types


f sources of information on legislation and regulations

g regulatory bodies and their compliance requirements

Organisational procedures: h roles, responsibilities and management systems

i working practices, operating procedures, guidelines and codes of practice

j information systems and communication methods used by the organisation


Unit 101 Schedule logistics operations to meet customer requirements (LOM3)

Overview

Unit aim(s) You must be able to confirm the logistics operations that are required to meet the needs of customers and agree with customers the timings and deadlines for the provision of the logistics operations. You must be able to apply the scheduling methods and tools used in the organisation according to organisational procedures and determine the logistics resources and sequence of tasks required to provide the logistics operations. You must also be able to review all relevant factors and risks that could affect the schedule and assess the timescales and durations required to provide the logistics operations. You must also be able to plan the logistics operations to ensure that the supply chain continues to function effectively and monitor the provision of logistics operations against the schedule. In addition, you will also be asked to demonstrate knowledge of methods and tools used for scheduling, factors that need to be taken into account when scheduling, activities that need to be undertaken and problems that could occur. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM3 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 2 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 101 Schedule logistics operations to meet customer requirements (LOM3)

Assessment criteria



1 Confirm the logistics operations that are required to meet the needs of customers

2 Agree with customers the timings and deadlines for the provision of the logistics operations

3 Apply the scheduling methods and tools used in the organisation according to organisational procedures

4 Determine the logistics resources and sequence of tasks required to provide the logistics operations

5 Review all relevant factors and risks that could affect the schedule

6 Assess the timescales and durations required to provide the logistics operations

7 Plan the logistics operations to ensure that the supply chain continues to function effectively

8 Monitor the provision of logistics operations against the schedule

9 Identify any problems with the schedule and take the appropriate action to deal with them


11 Comply with all relevant work and safety legislation, regulations, standards and organisational procedures


Scheduling: a methods and tools used for scheduling

b factors that need to be taken into account when scheduling

c activities that need to be undertaken

d problems that could occur











Unit 102 Optimise the use of logistics resources (LOM4) Overview

Unit aim(s) You must be able to consult with all the relevant people on how logistics resources could be used more effectively and identify the availability and demand for logistics resources in the organisation. You must be able assess the level and type of logistics resources used for the logistics operations being undertaken and identify all relevant factors that could affect the use of the logistics resources. You must also be able to determine how the logistics resources could be used more effectively and efficiently and optimise the use of logistics resources to achieve the most suitable balance of usage and performance. You must also be able to monitor the use of logistics resources to identify any positive or negative effects on the delivery of logistics operations and identify ways of improving or developing the logistics resources used in logistics operations. In addition, you will also be asked to demonstrate knowledge of types of resources used in specific logistics operations, the factors that could affect the use of resources, methods for optimising resources and the types of problem associated with the use of different types of resources. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM4 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 3 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 102 Optimise the use of logistics resources (LOM4) Assessment criteria



1 Consult with all the relevant people on how logistics resources could be used more effectively

2 Identify the availability and demand for logistics resources in the organisation

3 Assess the level and type of logistics resources used for the logistics operations being undertaken

4 Identify all relevant factors that could affect the use of the logistics resources

5 Determine how the logistics resources could be used more effectively and efficiently

6 Optimise the use of logistics resources to achieve the most suitable balance of usage and performance

7 Monitor the use of logistics resources to identify any positive or negative effects on the delivery of logistics operations

8 Identify ways of improving or developing the logistics resources used in logistics operations




Logistics resources: a types of resources used in specific logistics

operations

b the factors that could affect the use of resources

c methods for optimising resources

d the types of problem associated with the use of different types of resources











Unit 103 Develop contingency plans for logistics operations (LOM5)

Overview

Unit aim(s) You must be able to develop procedures for identifying and resolving contingencies with logistics operations as well as review the contingencies that have previously occurred and the factors that have led to them. You must be able to assess the impact of the contingencies on the logistics operations, how people and organisations will respond to them and identify the activities and resources required to respond to the contingencies. You must also be able to develop cost-effective and practical contingency plans to deal with the contingencies, inform all relevant people of them and provide advice and guidance on their implementation. You must be able to obtain feedback from colleagues on the use of the contingency plans and review the effectiveness of the contingency plans at suitable opportunities. In addition, you will also be asked to demonstrate knowledge of types of contingency that can occur with different logistics operations, factors that could lead to contingencies, contingency planning methods, risk assessment methods that are used and how to resolve typical contingencies. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM5 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 4 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 103 Develop contingency plans for logistics operations (LOM5)

Assessment criteria



1 Develop procedures for identifying and resolving contingencies with logistics operations

2 Review the contingencies that have previously occurred and the factors that have led to them

3 Assess the impact of the contingencies on the logistics operations and how people and organisations will respond to them

4 Identify the activities and resources required to respond to the contingencies

5 Develop cost-effective and practical contingency plans to deal with the contingencies

6 Inform all relevant people of the contingency plans and provide advice and guidance on their implementation

7 Obtain feedback from colleagues on the use of the contingency plans

8 Review the effectiveness of the contingency plans at suitable opportunities




Contingencies: a types of contingency that can occur with different

logistics operations

b factors that could lead to contingencies

c contingency planning methods

d risk assessment methods that are used

e how to resolve typical contingencies



Legislation and regulations: f legislation and regulations relating to different types


g sources of information on legislation and regulations

h regulatory bodies and their compliance requirements

Organisational procedures: i roles, responsibilities and management systems

j working practices, operating procedures, guidelines and codes of practice

k information systems and communication methods used by the organisation


Unit 104 Utilise transport modes in logistics operations (LOM6)

Overview

Unit aim(s) You must be able review the nature of the supplies being handled in the logistics operations and identify the main transport modes and transportation routes used to deliver the supplies to their destination. You must be able to identify any factors that affect the transportation of the supplies and select the most suitable transport modes to enable supplies to reach their destination according to the organisation’s requirements. You must be able to coordinate logistics resources to work effectively with the selected transport modes and ensure the data that is required to use the transport modes is processed correctly. You must also be able to report work activities and record them in the appropriate information systems according to organisational procedures and comply with all relevant work and safety legislation, regulations, standards and organisational procedures. In addition, you will also be asked to demonstrate knowledge of advantages and disadvantages of different transport modes, types of vehicles used in different transport modes, major routes, transport hubs and destinations and geography of routes and destinations. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM6 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 5 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 104 Utilise transport modes in logistics operations (LOM6)

Assessment criteria



1 Review the nature of the supplies being handled in the logistics operations

2 Identify the main transport modes and transportation routes used to deliver the supplies to their destination

3 Identify any factors that affect the transportation of the supplies

4 Select the most suitable transport modes to enable supplies to reach their destination according to the organisation’s requirements

5 Coordinate logistics resources to work effectively with the selected transport modes

6 Ensure the data that is required to use the transport modes is processed correctly




Transport modes: a advantages and disadvantages of different transport

modes

b types of vehicles used in different transport modes

c major routes, transport hubs and destinations

d geography of routes and destinations











Unit 105 Apply technology in logistics operations (LOM7)

Overview

Unit aim(s) You must be able to ensure that technology is applied efficiently and effectively during logistics operations and follow specified maintenance schedules according to manufacturers’ and organisational procedures. You must also be able check that colleagues using the technology, understand its use and are competent in its operation as well as monitor colleagues to ensure that the technology is used safely in a way that is approved by the organisation. You must also be able to Identify and respond to any training needs associated with the use of technology, identify ways in which the technology has improved logistics operations and recommend any further potential improvements. You must also be to devise effective ways of responding to failures in the technology and identify any issues arising from the use of the technology and take the appropriate action to respond to them. In addition, you will also be asked to demonstrate knowledge of equipment and systems that are available, latest technological advances, implications of changes in technology, licensing of technology legislation and regulations, legislation and regulations relating to health, safety and logistics operations, sources of information on legislation and regulations and regulatory bodies and their compliance requirements. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM7 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 6 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 105 Apply technology in logistics operations (LOM7)

Assessment criteria



1 Ensure that technology is applied efficiently and effectively during logistics operations

2 Follow specified maintenance schedules according to manufacturers’ and organisational procedures

3 Check that colleagues using the technology understand its use and are competent in its operation

4 Monitor colleagues to ensure that the technology is used safely in a way that is approved by the organisation

5 Identify and respond to any training needs associated with the use of the technology

6 Identify ways in which the technology has improved logistics operations and recommend any further potential improvements

7 Devise effective ways of responding to failures in the technology

8 Identify any issues arising from the use of the technology and take the appropriate action to respond to them




Technology: a equipment and systems that are available

b latest technological advances

c implications of changes in technology

d licensing of technology











Unit 201 Develop relationships with logistics customers (LOM8)

Overview

Unit aim(s) You must be able to communicate with customers by using suitable communication methods that involves the customer and is appropriate to the circumstances as well as obtain relevant information on the requirements of customers for logistics operations. You must be able to provide customers with clear and relevant advice and information on the logistics operations and respond positively and effectively to the requirements of customers. You must also be able to ensure customers are regularly informed of progress in responding to their requirements and respond promptly and accurately to queries raised by customers and pass on any queries that cannot be answered to the appropriate people. In addition, you must respond positively to any comments and ensure they are dealt with by the appropriate person. You must also recommend improvements to the way the organisation works with customers. You will also be asked to demonstrate knowledge of the principles of customer service, typical expectations and requirements of customers, levels of customer service offered by own and other organisations and types of enquiries made by customers. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM8 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 7 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 201 Develop relationships with logistics customers (LOM8)

Assessment criteria



1 Communicate with customers by using suitable communication methods that involves the customer and is appropriate to the circumstances

2 Obtain relevant information on the requirements of customers for logistics operations

3 Provide customers with clear and relevant advice and information on the logistics operations

4 Respond positively and effectively to the requirements of customers

5 Ensure customers are regularly informed of progress in responding to their requirements

6 Respond promptly and accurately to queries raised by customers and pass on any queries that cannot be answered to the appropriate people

7 Respond positively to any comments and ensure they are dealt with by the appropriate person

8 Recommend improvements to the way the organisation works with customers



Customers: a principles of customer service

b typical expectations and requirements of customers

c levels of customer service offered by own and other organisations

d types of enquiries made by customers











Unit 202 Improve the quality of logistics operations (LOM9)

Overview

Unit aim(s) You must be able to obtain valid and reliable information on the performance of logistics operations and Identify potential areas for improvement and agree with colleagues the need for improving them. You must also be able to assess potential improvement methods that would be appropriate for the organisation and its logistics operations and select and apply the most suitable improvement methods for improving the quality of logistics operations. You must be able to identify the success criteria that can be used to evaluate the effect of applying the improvement methods and monitor the effects of applying the improvement methods over a suitable period of time. You must also be able to evaluate the effect on quality of applying the improvement methods and identify any problems with applying improvement methods and take the appropriate action to deal with them. In addition, you will also be asked to demonstrate knowledge of sources of information on improvement methods, improvement approaches and methods that are used in industry, improvement methods used in the organisation, methods for evaluating improvement methods and advantages and disadvantages of different methods. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM9 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 8 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 202 Improve the quality of logistics operations (LOM9)

Assessment criteria



1 Obtain valid and reliable information on the performance of logistics operations

2 Identify potential areas for improvement and agree with colleagues the need for improving them

3 Assess potential improvement methods that would be appropriate for the organisation and its logistics operations

4 Select and apply the most suitable improvement methods for improving the quality of logistics operations

5 Identify the success criteria that can be used to evaluate the effect of applying the improvement methods

6 Monitor the effects of applying the improvement methods over a suitable period of time

7 Evaluate the effect on quality of applying the improvement methods

8 Identify any problems with applying improvement methods and take the appropriate action to deal with them




Improvement methods: a sources of information on improvement methods

b improvement approaches and methods that are used in industry

c improvement methods used in the organisation

d methods for evaluating improvement methods

e advantages and disadvantages of different methods



Legislation and regulations: f legislation and regulations relating to different types


g sources of information on legislation and regulations

h regulatory bodies and their compliance requirements

Organisational procedures: i roles, responsibilities and management systems

j working practices, operating procedures, guidelines and codes of practice

k information systems and communication methods used by the organisation


Unit 203 Respond to contingencies during logistics operations (LOM10)

Overview

Unit aim(s) You must be able to implement methods for identifying contingencies with logistics operations and obtain relevant information on contingencies from the appropriate people as soon as they occur. You must be able to identify the factors causing the contingencies using the appropriate problem-solving and investigation methods. You must also be able to implement responses to contingencies using the appropriate methods and resources according to organisational procedures, monitor the delivery of the responses and ensure that they are implemented according to organisational requirements. You must also be able to identify any potential opportunities for the organisation arising from the contingencies. In addition, you will also be asked to demonstrate knowledge of types of contingency that can occur with different logistics operations, typical signs and indications of emerging contingencies, factors that could lead to contingencies, problem solving and investigation methods and how to respond to different types of contingency. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM10 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 9 Portfolio evidence covering practical skills and underpinning knowledge. .


Unit 203 Respond to contingencies during logistics operations (LOM10)

Assessment criteria



1 Implement methods for identifying contingencies with logistics operations

2 Obtain relevant information on contingencies from the appropriate people as soon as they occur

3 Ensure that colleagues are immediately informed of any contingencies that could affect their safety or performance

4 Identify the factors causing the contingencies using the appropriate problem-solving and investigation methods

5 Implement responses to contingencies using the appropriate methods and resources according to organisational procedures

6 Monitor the delivery of the responses and ensure that they are implemented according to organisational requirements

7 Ensure the requirements of customers are met when contingencies occur

8 Inform the relevant people of the responses to the contingencies

9 Identify any potential opportunities for the organisation arising from the contingencies




Contingencies: a types of contingency that can occur with different

logistics operations

b typical signs and indications of emerging contingencies

c factors that could lead to contingencies

d problem solving and investigation methods



e how to respond to different types of contingency

f who should be informed when contingencies occur

g types of opportunity that can arise from contingencies

Legislation and regulations: h legislation and regulations relating to different types



j regulatory bodies and their compliance requirements

Organisational procedures: k roles, responsibilities and management systems

l working practices, operating procedures, guidelines and codes of practice

m information systems and communication methods used by the organisation


Unit 204 Monitor the environmental impact of logistics operations (LOM11)

Overview

Unit aim(s) You must be able to implement and promote the organisation’s environmental policy and monitor the use of energy and materials to deliver logistics operations. You must also be able to identify the effects on the environment of logistics operations and assess the environmental risks of specific logistics operations before they are undertaken. You must identify ways to reduce any adverse effects on the environment and ways to use energy more effectively and efficiently. You must also be able to respond to any environmental impact with the appropriate action according to organisational procedures and recommend ways to improve the environmental impact of logistics operations. In addition, you will also be asked to demonstrate knowledge of environmental protection measures used in organisations, systems to assess environmental impact, environmental issues affecting the logistics industry, organisation’s environmental policy and recycling and disposal of surplus materials. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit LOM11 in the Logistics Operations Management National Occupational Standards. Assessment and grading This unit will be assessed by: 1 Portfolio evidence covering practical skills and underpinning knowledge. 0.


Unit 204 Monitor the environmental impact of logistics operations (LOM11)

Assessment criteria



1 Implement and promote the organisation’s environmental policy

2 Monitor the use of energy and materials to deliver logistics operations

3 Identify the effects on the environment of logistics operations

4 Assess the environmental risks of specific logistics operations before they are undertaken

5 Identify ways to reduce any adverse effects on the environment

6 Identify ways to use energy more effectively and efficiently

7 Recycle surplus materials wherever possible

8 Dispose of surplus materials according to legislation, regulations and organisational procedures

9 Respond to any environmental impact with the appropriate action according to organisational procedures

10 Inform visitors and subcontractors of their environmental responsibilities when dealing with the organisation

11 Recommend ways to improve the environmental impact of logistics operations




Environmental impact: a environmental protection measures used in

organisations

b systems to assess environmental impact

c environmental issues affecting the logistics industry



d organisation’s environmental policy

e recycling and disposal of surplus materials

f legislation and regulations applying to the disposal of surplus materials

Legislation and regulations: g legislation and regulations relating to different types


h sources of information on legislation and regulations

i regulatory bodies and their compliance requirements

Organisational procedures: j roles, responsibilities and management systems

k working practices, operating procedures, guidelines and codes of practice

l information systems and communication methods used by the organisation


Unit 301 Arrange the transportation of goods using multiple transport modes (ITLO11)

Overview

Unit aim(s) You must be able to review all relevant transportation instructions and details of the goods being transported and assess the advantages and disadvantages of the transport methods that could be used. You must be able to determine the most suitable combination of transport modes for the goods and provide service providers with all the information required to successfully transport the goods. You must also be able to provide the relevant people with instructions on marking and labelling the goods and obtain information on how to monitor the transportation of goods. You must also be able to report work activities and record them in the appropriate information systems according to organisational procedures and comply with all relevant work and safety legislation, regulations, standards and organisational procedures. In addition, you will also be asked to demonstrate knowledge of the advantages and disadvantages of different transport methods and modes, types of vehicles used in different transport modes, transport regulations for different transport modes, restrictions on the use of different transport modes and major routes, transport hubs and destinations. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit ITLO11 in the Logistics Operations Management and International Trade & Logistics Operations National Occupational Standards. Assessment and grading This unit will be assessed by: 1 Portfolio evidence covering practical skills and underpinning knowledge. 1.


Unit 301 Arrange the transportation of goods using multiple transport modes (ITLO11)

Assessment criteria



1 Review all relevant transportation instructions and details of the goods being transported

2 Assess the advantages and disadvantages of the transport methods that could be used

3 Determine the most suitable combination of transport modes for the goods

4 Provide service providers with all the information required to successfully transport the goods

5 Ensure that instructions are clear, concise and are provided in the correct documentation and systems

6 Ensure that any special requirements or instructions are clearly specified

7 Provide the relevant people with instructions on marking and labelling the goods

8 Obtain information on how to monitor the transportation of goods

9 Identify any problems with arranging transportation and take the appropriate action to deal with them




Transport modes: a advantages and disadvantages of different transport

methods and modes

b types of vehicles used in different transport modes

c transport regulations for different transport modes

d restrictions on the use of different transport modes

e major routes, transport hubs and destinations



Freight systems, procedures and documentation: f role of different organisations and agencies in

moving freight

g systems and procedures used by customers, suppliers, official and regulatory bodies

h documentation required for different types of goods, transport methods and transit routes

i level and type of information that is required for different types of documentation

j trade terms and international standards for freight carriage, insurance and costs (INCOTERMS)

Legislation and regulations: k sources of information on legislation and regulations

l legislation and regulations that apply to health, safety and own area of responsibility

m legislation and regulations for different types of goods, transport modes and international trade

n regulatory bodies and their compliance requirements

Organisational procedures: o reporting responsibilities and information systems

used by the organisation for specific work activities

p working practices, operating procedures, guidelines and codes of practice

q roles and responsibilities of different colleagues


Unit 302 Organise the preparation of documentation for the transportation of goods (ITLO12)

Overview

Unit aim(s) You must be able to ensure that all relevant transportation instructions and details of the goods being transported are obtained and confirm the route and destination of the goods with the relevant people. You must be able to identify any international borders or restrictions through which the goods will be transported. You must also be able to establish the amount of time required for organisations to be notified of the transportation of the goods. In addition, you must schedule the preparation of the documentation to meet critical dates and times for the delivery of the goods. You must also be able to report work activities and record them in the appropriate information systems according to organisational procedures and comply with all relevant work and safety legislation, regulations, standards and organisational procedures. In addition, you will also be asked to demonstrate knowledge of who the customers are and what they specialise in, methods of obtaining information from customers, amount of time and resources required to complete documentation, notification periods and deadlines for documentation and problems that can occur. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit ITLO12 in the Logistics Operations Management and International Trade & Logistics Operations National Occupational Standards. Assessment and grading This unit will be assessed by: 1 Portfolio evidence covering practical skills and underpinning knowledge. 2.


Unit 302 Organise the preparation of documentation for the transportation of goods (ITLO12)

Assessment criteria



1 Ensure that all relevant transportation instructions and details of the goods being transported are obtained

2 Confirm the route and destination of the goods with the relevant people

3 Identify any international borders or restrictions through which the goods will be transported

4 Select the documentation that is required to facilitate the passage of the goods

5 Confirm the organisations which will require the documentation

6 Establish the amount of time required for organisations to be notified of the transportation of the goods

7 Allocate the appropriate amount of time and resources to prepare the documentation

8 Schedule the preparation of the documentation to meet critical dates and times for the delivery of the goods

9 Identify any problems with documentation and take the appropriate action to deal with them




Preparation of documentation: a who the customers are and what they specialise in

b methods of obtaining information from customers

c amount of time and resources required to complete documentation

d notification periods and deadlines for documentation

e documentation problems that can occur



Freight systems, procedures and documentation: f role of different organisations and agencies in

moving freight

g systems and procedures used by customers, suppliers, official and regulatory bodies

h documentation required for different types of goods, transport methods and transit routes

i level and type of information that is required for different types of documentation

j trade terms and international standards for freight carriage, insurance and costs (INCOTERMS)

Legislation and regulations: k sources of information on legislation and regulations

l legislation and regulations that apply to health, safety and own area of responsibility

m legislation and regulations for different types of goods, transport modes and international trade

n regulatory bodies and their compliance requirements

Organisational procedures: o reporting responsibilities and information systems


p working practices, operating procedures, guidelines and codes of practice

q roles and responsibilities of different colleagues


Unit 303 Manage the receipt, storage, or dispatch of goods (WS20)

Overview

Unit aim(s) You must be able to confirm the quantity and type of goods being managed and determine the storage conditions and equipment required to manage the goods. You must be able to assess the capacity of the storage facility and identify appropriate areas for receiving, storing, or dispatching goods. You must also be able to ensure any monitoring activities, tests and other storage arrangements required for the goods are carried out in accordance with organisational procedures. You must be able to utilise and maintain the organisation’s logistics resources effectively and manage the receipt, storage and dispatch of goods. You must be able to identify any relevant health, safety and security issues relating to the management of the goods. You must also be able to report work activities and record them in the appropriate information systems according to organisational procedures and comply with all relevant work and safety legislation, regulations, standards and organisational procedures. In addition, you will also be asked to demonstrate knowledge of sources of information on the capacity and limitations of a storage facility, types of goods and storage areas relevant to the type of goods to be received, stored, or dispatched. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit WS20 in the Logistics Operations Management and Warehousing & Storage National Occupational Standards. Assessment and grading This unit will be assessed by: 1 Portfolio evidence covering practical skills and underpinning knowledge. 3.


Unit 303 Manage the receipt, storage, or dispatch of goods (WS20)

Assessment criteria



1 Confirm the quantity and type of goods being managed

2 Determine the storage conditions and equipment required to manage the goods

3 Assess the capacity of the storage facility and identify appropriate areas for receiving, storing, or dispatching goods

4 Organise the movement or rotation of goods to assist receiving, storing, or dispatching goods

5 Ensure any monitoring activities, tests and other storage arrangements required for the goods are carried out in accordance with organisational procedures

6 Identify and confirm requirements for facilities and equipment to be used with the goods

7 Utilise and maintain the organisation’s logistics resources effectively to manage the receipt, storage and dispatch of goods

8 Provide information on the goods and their requirements to all relevant people using appropriate communication methods

9 Identify any relevant health, safety and security issues relating to the management of the goods

10 Identify any problems with managing the goods and take the appropriate action to deal with them





Managing goods: a sources of information on the capacity and

limitations of a storage facility

b types of goods to be received, stored, or dispatched

c storage areas relevant to the type of goods to be received, stored, or dispatched

d special requirements relating to the receipt, storage, or dispatch of goods

e monitoring and testing systems and procedures

f methods of stock rotation and movement

g resources available in the organisation

h types of problem arising from managing the processing of goods

Legislation and regulations: i sources of information on legislation and regulations

j legislation and regulations that apply to health and safety in the workplace

k legislation and regulations that apply to own area of responsibility

l legal requirements for the storage and distribution of specific goods and materials

Organisational procedures: m reporting responsibilities and information systems


n working practices, operating procedures, guidelines and codes of practice

o roles and responsibilities of different colleagues


Unit 304 Audit stock levels and stock records (WS21) Overview

Unit aim(s) You must be able to identify the requirements, scope and schedule for the audit in accordance with organisational procedures and determine the resources required to carry out the audit and establish their availability. You must also be able to monitor the progress of the audit and provide assistance when requested. You must all be able to analyse and evaluate the results of the audit using appropriate systems and procedures. You must also be able to propose an action plan to address any stock problems have been identified, ensure that any proposed actions are in accordance with organisational procedures and monitor the implementation of the action plan and review its success in resolving stock problems. You must also be able to identify any relevant health, safety and security issues relating to the audit and the actions arising from it and comply with all relevant work and safety legislation, regulations, standards and organisational procedures. In addition, you will also be asked to demonstrate knowledge of the importance of audits, their purpose and how often they are required, audit requirements and schedules, the format, structure and content of the audit reports required by the organisation. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit WS21 in the Logistics Operations Management and Warehousing & Storage National Occupational Standards. Assessment and grading This unit will be assessed by: 1 Portfolio evidence covering practical skills and underpinning knowledge. 4.


Unit 304 Audit stock levels and stock records (WS21) Assessment criteria



1 Identify the requirements, scope and schedule for the audit in accordance with organisational procedures

2 Determine the resources required to carry out the audit and establish their availability

3 Organise the audit in accordance with organisational procedures and ensure that all relevant people know their individual roles and responsibilities

4 Monitor the progress of the audit and provide assistance when requested

5 Ensure that the results of the audit are accurately recorded and collated

6 Analyse and evaluate the results of the audit using appropriate systems and procedures

7 Propose an action plan to address any stock problems that have been identified and ensure that any proposed actions are in accordance with organisational procedures

8 Monitor the implementation of the action plan and review its success in resolving stock problems

9 Identify any relevant health, safety and security issues relating to the audit and the actions arising from it

10 Identify any problems with auditing goods and take the appropriate action to deal with them





Auditing: a importance of audits, their purpose and how often

they are required

b audit requirements and schedules

c the format, structure and content of the audit reports required by the organisation

d resources needed to undertake an audit and how to obtain them

e analysis and evaluation methods for audits

f stock control systems used in the organisation

g types of issues that may arise from audits and how to deal with them

h types of problem arising from audits

Legislation and regulations:


j legislation and regulations that apply to health and safety in the workplace

k legislation and regulations that apply to own area of responsibility

l legal requirements for the storage and distribution of specific goods and materials

Context specific knowledge and understanding: m reporting responsibilities and information systems


n working practices, operating procedures, guidelines and codes of practice

o roles and responsibilities of different colleagues


Unit 305 Provide leadership for your team (MSC B5) Overview

Unit aim(s) You must be able to set out and positively communicate the purpose and objectives of the team to all members and involve members in planning how the team will achieve its objectives. You must also ensure that each member of the team has personal work objectives and understands how achieving these will contribute to achievement of the team’s objectives. You must also be able to steer the team successfully through difficulties and challenges, including conflict and encourage and recognise creativity and innovation within the team. You must also be able to encourage team members to take the lead when they have the knowledge and expertise and show willingness to follow this lead. In addition, you will also be asked to demonstrate knowledge of different ways of communicating effectively with members of a team and how to set objectives that are SMART (Specific, Measurable, Achievable, Realistic and Time-bound). Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit MSC B5 in the Logistics Operations Management National Occupational Standards and the Management National Occupational Standards set by the Management Standards Centre. Assessment and grading This unit will be assessed by: 1 Portfolio evidence covering practical skills and underpinning knowledge. 5.


Unit 305 Provide leadership for your team (MSC B5) Assessment criteria



Outcomes 1 Set out and positively communicate the purpose and

objectives of the team to all members

2 Involve members in planning how the team will achieve its objectives

3 Ensure that each member of the team has personal work objectives and understands how achieving these will contribute to achievement of the team’s objectives

4 Encourage and support team members to achieve their personal work objectives and those of the team and provide recognition when objectives have been achieved

5 Win, through your performance, the trust and support of the team for your leadership

6 Steer the team successfully through difficulties and challenges, including conflict within the team

7 Encourage and recognise creativity and innovation within the team

8 Give team members support and advice when they need it especially during periods of setback and change

9 Motivate team members to present their own ideas and listen to what they say

10 Encourage team members to take the lead when they have the knowledge and expertise and show willingness to follow this lead

11 Monitor activities and progress across the team without interfering

Behaviours 12 You create a sense of common purpose

13 You take personal responsibility for making things happen

14 You encourage and support others to take decisions autonomously

15 You act within the limits of your authority

16 You make time available to support others

17 You show integrity, fairness and consistency in decision-making




18 You seek to understand people’s needs and motivations

19 You model behaviour that shows respect, helpfulness and co-operation


General knowledge and understanding: a different ways of communicating effectively with

members of a team

b how to set objectives that are SMART (Specific, Measurable, Achievable, Realistic and Timebound)

c how to plan the achievement of team objectives and the importance of involving team members in this process

d the importance of and being able to show team members how personal work objectives contribute to achievement of team objectives

e that different styles of leadership exist

f how to select and successfully apply a limited range of different methods for motivating, supporting and encouraging team members and recognising their achievements

g types of difficulties and challenges that may arise, including conflict within the team and ways of identifying and overcoming them

h the importance of encouraging others to take the lead and ways in which this can be achieved

i the benefits of and how to encourage and recognise creativity and innovation within a team

Industry/sector specific knowledge and understanding: j legal, regulatory and ethical requirements in the

industry/sector

Context specific knowledge and understanding: k the members, purpose, objectives and plans of your

team

l the personal work objectives of members of your team

m the types of support and advice that team members are likely to need and how to respond to these

n standards of performance for the work of your team


Unit 306 Allocate and check work in your team (MSC D5) Overview

Unit aim(s) You must be able to confirm and plan the work required of the team with your manager and seek clarification, where necessary, on any outstanding points and issues. You must allocate work to team members on a fair basis taking account of their skills, knowledge and understanding, experience and workloads and the opportunity for development. You must encourage team members to ask questions, make suggestions and seek clarification in relation to the work they have been allocated. You must also motivate team members to complete the work they have been allocated and monitor the team for conflict, identifying the cause(s) when it occurs and dealing with it promptly and effectively. You must also be able to recognise successful completion of significant pieces of work and the overall team and use information collected on the performance of team members in any formal appraisal of performance. In addition, you will also be asked to demonstrate knowledge of different ways of communicating effectively with members of a team, the additional support and resources which team members might require and how to log information on the ongoing performance of team members. Details of the relationship between the unit and relevant national occupational standards This unit is linked to the unit MSC D5 in the Logistics Operations Management National Occupational Standards and the Management National Occupational Standards set by the Management Standards Centre. Assessment and grading This unit will be assessed by: 1 Portfolio evidence covering practical skills and underpinning knowledge. 6.


Unit 306 Allocate and check work in your team (MSC D5) Assessment criteria



Outcomes 1 Confirm the work required of the team with your

manager and seek clarification, where necessary, on any outstanding points and issues

2 Plan how the team will undertake its work, identifying any priorities or critical activities and making best use of the available resources

3 Allocate work to team members on a fair basis taking account of their skills, understanding, experience, workloads and the opportunity for development

4 Brief team members on the work they have been allocated and the standard or level of expected performance

5 Encourage team members to ask questions, make suggestions and seek clarification in relation to the work they have been allocated

6 Check the progress and quality of the work of team members on a regular and fair basis against the standard or level of expected performance and provide prompt and constructive feedback

7 Support team members in identifying and dealing with problems and unforeseen events

8 Motivate team members to complete the work they have been allocated and provide, where requested and where possible, any additional support and/or resources to help completion

9 Monitor the team for conflict, identifying the cause(s) when it occurs and dealing with it promptly and effectively

10 Identify unacceptable or poor performance, discuss the cause(s) and agree ways of improving performance with team members

11 Recognise successful completion of significant pieces of work or work activities by team members and the overall team and advise your manager

12 Use information collected on the performance of team members in any formal appraisal of performance




Behaviours 13 You make time available to support others

14 You clearly agree what is expected of others and hold them to account

15 You prioritise objectives and plan work to make best use of time and resources

16 You state your own position and views clearly and confidently in conflict situations

17 You show integrity, fairness and consistency in decision-making

18 You seek to understand people’s needs and motivations

19 You take pride in delivering high quality work

20 You take personal responsibility for making things happen

21 You encourage and support others to make the best use of their abilities

22 You are vigilant for possible risks and hazards


General knowledge and understanding: a different ways of communicating effectively with

members of a team

b the importance of confirming/clarifying the work required of the team with your manager and how to do this effectively

c how to plan the work of a team, including how to identify any priorities or critical activities and the available resources

d how to identify and take due account of health and safety issues in the planning, allocation and checking of work

e why it is important to allocate work across the team on a fair basis and how to do so

f why it is important to brief team members on the work they have been allocated and the standard or level of expected performance and how to do so

g ways of encouraging team members to ask questions and/or seek clarification and make suggestions in relation to the work which they have been allocated

h effective ways of regularly and fairly checking the progress and quality of the work of team members



i how to provide prompt and constructive feedback to team members

j how to select and apply a limited range of different methods for motivating, supporting and encouraging team members to complete the work they have been allocated, improve their performance and for recognising their achievements

k the additional support and/or resources which team members might require to help them complete their work and how to assist in providing this

l why it is important to monitor the team for conflict and how to identify the cause(s) of conflict when it occurs and deal with it promptly and effectively

m why it is important to identify unacceptable or poor performance by members of the team and how to discuss the cause(s) and agree ways of improving performance with team members

n the type of problems and unforeseen events that may occur and how to support team members in dealing with them

o how to log information on the ongoing performance of team members and use this information for performance appraisal purposes and understanding

Industry/sector specific knowledge and understanding: p industry/sector specific legislation, regulations,

guidelines, codes of practice relating to carrying out work

q industry/sector requirements for the development or maintenance of knowledge, understanding and skills

Context specific knowledge and understanding: r the members, purpose and objectives of your team

s the work required of your team

t the available resources for undertaking the required work

u the organisation’s written health and safety policy statement and associated information and requirements

v your team’s plan for undertaking the required work

w the skills, knowledge and understanding, experience and workloads of team members

x your organisation’s policy and procedures in terms of personal development

y reporting lines in the organisation and the limits of your authority

z organisational standards or levels of expected performance



aa organisational policies and procedures for dealing with poor performance

bb organisational grievance and disciplinary policies and procedures

cc organisational performance appraisal systems


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Documents

Level 3 NVQ in Logistics Operations Management (3292-03) · Level 3 NVQ in Logistics Operations Management ... Warehousing & Storage Operations ... Level 3 NVQ in Logistics Operations