118
Level 5 NVQ Diploma in Management and Leadership – Complete Learner Achievement Portfolio Version AIQ004461 Qualification Accreditation Number: 601/3550/5

Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

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Page 1: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Level 5 NVQ Diploma in Management and Leadership – Complete

LearnerAchievementPortfolio

Version AIQ004461

Qualification Accreditation Number:

601/3550/5

Page 2: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Active IQ wishes to emphasise that whilst every effort is made to ensure accuracy, the material contained within this document is subject to alteration or amendment in terms of overall policy, financial or other constraints. Reproduction of this publication is prohibited unless authorised by Active IQ Ltd. No part of this document should be published elsewhere or reproduced in any form without prior written permission.

Copyright © 2017 Active IQ Ltd. Not for resale

Page 3: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Qualification Structure

Learners must achieve a minimum of 53 credits.

Learners must complete all four units in mandatory group A (22 credits), and a further 23 credits from optional group B. A maximum of 8 credits can come from optional group C.

A minimum of 30 credits must be at level 5.

Mandatory units - Group ASuccessful achievement of all four mandatory units must be achieved for the full qualification.

Unit Accreditation number

Level Credit

1 Contribute to the development of a strategic plan A/506/2046 5 52 Design business processes D/506/2055 5 53 Manage strategic change H/506/2056 5 74 Provide leadership and management L/506/1953 4 5

Optional Group BLearners must achieve 23 credits from Optional Group B

Unit Accreditation number

Level Credit

5 Establish business risk management processes J/506/2048 5 56 Promote equality of opportunity, diversity and inclusion R/506/2053 5 57 Develop and manage collaborative relationships with other

organisations T/506/2059 5 5

8 Optimise the use of technology F/506/2064 5 69 Manage product and/or service development Y/506/2068 5 510 Develop and maintain professional networks J/506/1949 4 311 Develop and implement an operational plan Y/506/1955 4 512 Encourage learning and development M/506/1962 4 313 Discipline and grievance management A/506/1981 4 314 Develop working relationships with stakeholders F/506/1982 4 415 Manage a tendering process L/506/1984 4 416 Manage physical resources K/506/1989 4 417 Prepare for and support quality audits K/506/1992 4 318 Conduct quality audits T/506/1994 4 319 Manage a budget A/506/1995 4 420 Manage a project R/506/1999 4 721 Manage business risk L/506/2004 4 622 Manage knowledge in an organisation A/506/2032 4 523 Manage redundancy and redeployment M/506/2044 4 624 Lead the development of a quality strategy J/506/2101 7 425 Lead the development of a continuous improvement strategy F/506/2114 7 526 Manage strategic marketing activities L/506/2293 5 727 Manage the impact of work activities on the environment J/506/2907 4 4

Copyright © 2017 Active IQ Ltd. Not for resale | 3

Page 4: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

28 Recruitment, selection and induction practice R/506/2909 4 629 Lead the development of a knowledge management strategy D/506/2959 7 7

Optional Group CA maximum of 8 credits can come from Optional Group C

Unit Accreditation number

Level Credit

30 Manage health and safety in own area of responsibility D/504/4056 4 531 Contribute to the design and development of an information

systemA/506/1950 4 5

32 Manage information systems F/506/1951 4 633 Manage events M/506/1959 4 634 Review the quality of customer service F/506/2176 4 435 Developing sales proposals A/502/8656 4 536 Prioritising information for sales planning D/502/8651 4 337 Manage customer service operations M/506/2898 4 7

4 | Copyright © 2017 Active IQ Ltd. Not for resale

Page 5: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Cont

ribut

e to

the

deve

lopm

ent o

f a s

trate

gic

plan

Leve

l5

Cre

dit

5

Uni

t ac

cred

itatio

n no

.A/

506/

2046

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es o

f stra

tegi

c pl

anni

ng

1.1

Eva

luat

e a

rang

e of

stra

tegi

c pl

anni

ng m

odel

s

1.2

Eva

luat

e th

e ad

vant

ages

and

lim

itatio

ns o

f a r

ange

of a

naly

tical

tech

niqu

es

1.3

Ana

lyse

a r

ange

of p

ersp

ectiv

es o

f and

app

roac

hes

to b

usin

ess

stra

tegy

2.

Be

able

to a

naly

se

the

fact

ors

affe

ctin

g th

e de

velo

pmen

t of

stra

tegi

c pl

ans

2.1

Eva

luat

e po

litic

al, e

cono

mic

, soc

ial,

tech

nolo

gica

l, le

gal a

nd e

thic

al fa

ctor

s af

fect

ing

the

deve

lopm

ent o

f stra

tegi

c pl

ans

2.2

Eva

luat

e th

e m

arke

t fac

tors

that

may

influ

ence

stra

tegi

c pl

anni

ng d

ecis

ions

2.3

Eva

luat

e th

e ap

plic

atio

n of

sca

nnin

g to

ols

to s

trate

gy d

evel

opm

ent

3.

Be

able

to m

ake

a co

ntrib

utio

n to

a

stra

tegi

c pl

an

3.1

Ana

lyse

the

rela

tions

hip

betw

een

stra

tegi

c in

tent

ions

, stra

tegi

c ch

oice

and

st

rate

gy fo

rmul

atio

n

3.2

Mak

e vi

able

con

tribu

tions

that

are

con

sist

ent w

ith s

trate

gic

obje

ctiv

es a

nd

reso

urce

con

stra

ints

3.3

Eva

luat

e th

e im

pact

of a

pro

pose

d st

rate

gy o

n a

busi

ness

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Man

dato

ry G

roup

AU

nit

1

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 5

Page 6: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 6

Page 7: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Des

ign

busi

ness

pro

cess

es

Leve

l5

Cre

dit

5

Uni

t ac

cred

itatio

n no

.D

/506

/205

5

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

tech

niqu

es

and

tool

s th

at s

uppo

rt

the

desi

gn o

f bus

ines

s pr

oces

ses

1.1

Anal

yse

the

prin

cipl

es o

f bus

ines

s ch

ange

and

bus

ines

s pr

oces

s re

-eng

inee

ring

1.2

Eval

uate

the

conc

ept a

nd a

pplic

atio

n of

wor

kflow

pat

tern

s an

d us

abili

ty te

stin

g

1.3

Eval

uate

a r

ange

of m

odel

ling

tool

s

1.4

Anal

yse

the

fact

ors

to b

e ta

ken

into

acc

ount

whe

n ev

alua

ting

the

effe

ctiv

enes

s of

bu

sine

ss p

roce

sses

2.

Be

able

to d

evel

op

busi

ness

pro

cess

es2.

1 Ev

alua

te th

e sc

ope

for

busi

ness

pro

cess

impr

ovem

ent a

nd c

onst

rain

ts

2.2

Gen

erat

e id

eas

that

mee

t defi

ned

busi

ness

nee

ds

2.3

Test

a p

ropo

sed

proc

ess

thro

ugh

a m

odel

ling

exer

cise

2.4

Eval

uate

the

feas

ibili

ty a

nd v

iabi

lity

of a

pro

pose

d pr

oces

s ag

ains

t agr

eed

crite

ria

2.5

Esta

blis

h th

e de

gree

of o

verla

p be

twee

n a

prop

osed

pro

cess

and

exi

stin

g pr

oces

ses

and

syst

ems

2.6

Res

olve

tens

ions

bet

wee

n ex

istin

g an

d pr

opos

ed s

yste

ms

and

proc

esse

s

2.7

Adhe

re to

org

anis

atio

nal p

olic

ies

and

proc

edur

es, l

egal

and

eth

ical

req

uire

men

ts

whe

n de

velo

ping

bus

ines

s pr

oces

ses

Uni

t 2

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 7

Page 8: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

3.

Be

able

to e

valu

ate

the

effe

ctiv

enes

s of

bu

sine

ss p

roce

sses

3.1

Anal

yse

valid

info

rmat

ion

usin

g te

chni

ques

that

are

app

ropr

iate

to th

e pr

oces

s be

ing

eval

uate

d

3.2

Asse

ss th

e co

st a

nd b

enefi

t of a

bus

ines

s pr

oces

s to

the

orga

nisa

tion

3.3

Just

ify r

ecom

men

datio

ns fo

r th

e re

ject

ion,

ado

ptio

n or

enh

ance

men

ts to

pro

cess

es

with

evi

denc

e

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 8

Page 9: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Man

age

stra

tegi

c ch

ange

Leve

l5

Cre

dit

7

Uni

t ac

cred

itatio

n no

.H

/506

/205

6

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

man

agem

ent a

nd

eval

uatio

n of

cha

nge

1.1

Eval

uate

the

char

acte

ristic

s an

d ap

plic

atio

n of

a r

ange

of c

hang

e m

anag

emen

t m

odel

s fo

r di

ffere

nt o

rgan

isat

iona

l stru

ctur

es

1.2

Anal

yse

stak

ehol

der

map

ping

tech

niqu

es u

sed

for

man

agin

g an

d ev

alua

ting

chan

ge

1.3

Anal

yse

tech

niqu

es to

eva

luat

e ch

ange

1.4

Eval

uate

the

rela

tions

hip

betw

een

chan

ge m

anag

emen

t, bu

sine

ss c

ontin

uity

and

cr

isis

man

agem

ent

2.

Be

able

to p

lan

for

stra

tegi

c ch

ange

2.1

Asse

ss th

e re

ason

s fo

r, sc

ope

and

inhe

rent

ris

ks o

f a r

equi

red

chan

ge

2.2

Eval

uate

the

influ

ence

s of

the

inte

rnal

and

ext

erna

l env

ironm

ent o

n a

chan

ge

2.3

Anal

yse

the

ethi

cal d

imen

sion

s of

a c

hang

e

2.4

Iden

tify

viab

le a

ltern

ativ

e st

rate

gies

for

achi

evin

g a

desi

red

chan

ge

Man

dato

ry G

roup

AU

nit

3

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 9

Page 10: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

2.5

Just

ify w

ith e

vide

nce

the

sele

cted

stra

tegy

to b

e ta

ken

to m

anag

e a

chan

ge

2.6

Dev

elop

a p

lan

that

spe

cifie

s sp

ecifi

c, m

easu

rabl

e, a

chie

vabl

e, r

ealis

tic a

nd ti

me-

boun

d ob

ject

ives

and

res

ourc

es

2.7

Dev

elop

a s

take

hold

er e

ngag

emen

t pla

n th

at a

ddre

sses

thei

r ne

eds

and

conc

erns

2.8

Spec

ify m

echa

nism

s fo

r th

e m

anag

emen

t of r

isks

and

inte

rdep

ende

ncie

s th

at a

re

capa

ble

of m

eetin

g st

rate

gic

obje

ctiv

es

3.

Be

able

to m

anag

e st

rate

gic

chan

ge3.

1 Al

loca

te r

esou

rces

and

res

pons

ibili

ties

in a

ccor

danc

e w

ith th

e pl

an

3.2

Take

act

ion

to e

nsur

e th

e ch

ange

pla

n is

impl

emen

ted

in a

ccor

danc

e w

ith

orga

nisa

tiona

l val

ues

and

proc

edur

es

3.3

Take

act

ion

to e

nsur

e op

erat

iona

l pla

ns a

re n

ot c

ompr

omis

ed b

y th

e in

trodu

ctio

n of

cha

nge

and

rem

ain

capa

ble

of d

eliv

erin

g th

e st

rate

gy

3.4

Take

into

acc

ount

the

on-g

oing

com

mitm

ent o

f sta

keho

lder

s to

a c

hang

e an

d its

im

plic

atio

ns

3.5

Man

age

frict

ion

betw

een

stak

ehol

ders

’ nee

ds a

nd in

terd

epen

denc

ies

in

acco

rdan

ce w

ith th

e ch

ange

pla

n

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 1

0

Page 11: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

4.

Be

able

to e

valu

ate

stra

tegi

c ch

ange

4.1

Esta

blis

h va

lid e

valu

atio

n cr

iteria

that

are

cap

able

of m

easu

ring

the

effe

cts

of

chan

ge

4.2

Sele

ct a

nd u

se e

valu

atio

n to

ols

and

tech

niqu

es th

at a

re a

ppro

pria

te to

the

natu

re

of c

hang

e

4.3

Eval

uate

asp

ects

of c

hang

e th

at w

ere

succ

essf

ul a

nd a

scer

tain

why

oth

er a

spec

ts

wer

e no

t suc

cess

ful

4.4

Just

ify r

ecom

men

datio

ns m

ade

with

val

id e

vide

nce

4.5

Iden

tify

the

impl

icat

ions

for

know

ledg

e m

anag

emen

t sys

tem

s an

d pr

oces

ses

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le |

11

Page 12: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 1

2

Page 13: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Prov

ide

lead

ersh

ip a

nd m

anag

emen

t

Leve

l4

Cre

dit

5

Uni

t ac

cred

itatio

n no

.L/

506/

1953

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es s

uppo

rtin

g le

ader

ship

and

m

anag

emen

t

1.1

Ana

lyse

how

lead

ersh

ip a

nd m

anag

emen

t the

orie

s m

ay b

e ap

plie

d

1.2

Ass

ess

the

influ

ence

of a

n or

gani

satio

n’s

cultu

re o

n its

lead

ersh

ip s

tyle

s an

d m

anag

emen

t pra

ctic

es

1.3

Ass

ess

the

influ

ence

of a

n or

gani

satio

n’s

stru

ctur

e on

its

lead

ersh

ip s

tyle

s an

d m

anag

emen

t pra

ctic

es

1.4

Ana

lyse

how

theo

ries

of m

otiv

atio

n m

ay b

e ap

plie

d in

the

prac

tice

of le

ader

ship

1.5

Eva

luat

e th

e ro

le o

f sta

keho

lder

eng

agem

ent i

n le

ader

ship

and

man

agem

ent

1.6

Ass

ess

the

suita

bilit

y of

a r

ange

of l

eade

rshi

p st

yles

and

man

agem

ent p

ract

ices

to

the

cultu

re o

f an

orga

nisa

tion

2.

Be

able

to e

ngag

e an

d in

spire

sta

keho

lder

s an

d co

lleag

ues

2.1

Dis

play

beh

avio

urs

and

attit

udes

that

sho

w a

com

mitm

ent t

o th

e ac

hiev

emen

t of

an o

rgan

isat

ion’

s go

als

2.2

Dis

play

beh

avio

urs

and

attit

udes

that

sho

w a

com

mitm

ent t

o th

e fu

lfilm

ent o

f an

orga

nisa

tion’

s vi

sion

and

the

expr

essi

on o

f its

val

ues

Man

dato

ry G

roup

AU

nit

4

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right

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Page 14: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

2.3

Iden

tify

who

sta

keho

lder

s ar

e an

d th

e na

ture

of t

heir

inte

rest

2.4

Tak

e ac

tion

to e

nsur

e th

at c

olle

ague

s an

d ot

her

stak

ehol

ders

und

erst

and

thei

r ro

le in

ach

ieve

men

t of o

rgan

isat

iona

l obj

ectiv

es

2.5

Win

the

trust

and

sup

port

of c

olle

ague

s an

d ot

her

key

stak

ehol

ders

thro

ugh

exem

plar

y pe

rfor

man

ce a

nd b

ehav

iour

2.6

Tak

e ac

tion

to m

aint

ain

mor

ale

thro

ugh

diffi

cult

times

2.7

Tak

e ac

tion

to s

ecur

e th

e on

-goi

ng c

omm

itmen

t of c

olle

ague

s an

d ot

her

key

stak

ehol

ders

3. B

e ab

le to

del

iver

res

ults

3.1

Mak

e pl

anni

ng a

nd r

esou

rcin

g de

cisi

ons

that

opt

imis

e th

e av

aila

ble

reso

urce

s,

skill

s an

d ex

pert

ise

3.2

Use

del

egat

ion

tech

niqu

es w

hils

t del

iver

ing

targ

ets

3.3

Em

pow

er in

divi

dual

s to

take

res

pons

ibili

ty fo

r th

eir

deci

sion

s an

d ac

tions

with

in

agre

ed p

aram

eter

s

3.4

Ada

pt p

lans

, prio

ritie

s an

d re

sour

ce a

lloca

tions

to m

eet c

hang

ing

circ

umst

ance

s an

d pr

iorit

ies

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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017

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e IQ

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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e IQ

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Page 16: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Esta

blis

h bu

sine

ss r

isk

man

agem

ent p

roce

sses

Leve

l5

Cre

dit

5

Uni

t ac

cred

itatio

n no

.J/

506/

2048

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

busi

ness

ris

k m

anag

emen

t m

odel

s an

d te

chni

ques

1.1

Anal

yse

stan

dard

s re

latin

g to

the

man

agem

ent o

f bus

ines

s ris

k

1.2

Anal

yse

the

fact

ors

influ

enci

ng d

iffer

ent t

ypes

of r

isk

1.3

Eval

uate

the

rela

tions

hip

betw

een

risk

man

agem

ent,

busi

ness

con

tinui

ty a

nd

cris

is m

anag

emen

t

1.4

Eval

uate

a r

ange

of s

cena

rio p

lann

ing

and

cris

is m

anag

emen

t mod

els

1.5

Anal

yse

met

hods

of c

alcu

latin

g ris

k pr

obab

ility

1.6

Anal

yse

the

effe

ctiv

enes

s of

a r

ange

of r

isk

mon

itorin

g te

chni

ques

1.7

Anal

yse

the

sign

ifica

nce

of r

isk

gove

rnan

ce s

truct

ures

and

ow

ners

hip

Opt

iona

l gro

up B

Uni

t 5

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Page 17: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

2.

Be

able

to d

evel

op

busi

ness

ris

k m

anag

emen

t pro

cess

es

2.1

Rev

iew

per

iodi

cally

the

effe

ctiv

enes

s of

ris

k m

anag

emen

t stra

tegy

, pol

icy

and

crite

ria

2.2

Take

act

ion

to e

nsur

e th

at r

isk

profi

les

rem

ain

curr

ent a

nd r

elev

ant

2.3

Dev

elop

via

ble

and

affo

rdab

le r

isk

man

agem

ent p

roce

sses

that

are

con

sist

ent w

ith

busi

ness

nee

ds a

nd th

e de

gree

of p

oten

tial i

mpa

ct o

f the

ris

k

2.4

Dev

elop

con

tinge

ncy

and

busi

ness

dis

rupt

ion

proc

esse

s th

at a

re c

omm

ensu

rate

w

ith th

e de

gree

of r

isk

to b

usin

ess

as u

sual

and

org

anis

atio

nal r

eput

atio

n

2.5

Take

act

ion

to e

nsur

e th

at r

isk

man

agem

ent p

roce

sses

are

inte

grat

ed in

to

oper

atio

nal p

lans

and

act

iviti

es

3.

Be

able

to e

valu

ate

the

effe

ctiv

enes

s of

bus

ines

s ris

k m

anag

emen

t pro

cess

es

3.1

Appr

aise

the

suita

bilit

y of

a r

ange

of r

isk

eval

uatio

n te

chni

ques

to b

usin

ess

risk

man

agem

ent

3.2

Eval

uate

ris

k us

ing

valid

qua

ntita

tive

and

qual

itativ

e in

form

atio

n

3.3

Iden

tify

area

s fo

r im

prov

emen

t in

iden

tifyi

ng a

nd m

anag

ing

risk

3.4

Enco

urag

e a

cultu

re th

at a

ccep

ts a

nd m

anag

es r

isk

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

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e IQ

Ltd

. Not

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resa

le

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Page 18: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

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017

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e IQ

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resa

le

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Page 19: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Prom

ote

equa

lity

of o

ppor

tuni

ty, d

iver

sity

and

incl

usio

n

Leve

l5

Cre

dit

5

Uni

t ac

cred

itatio

n no

.R

/506

/205

3

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es u

nder

pinn

ing

equa

lity,

div

ersi

ty

and

incl

usio

n in

the

wor

kfor

ce

1.1

Anal

yse

the

deve

lopm

ent o

f equ

ality

, div

ersi

ty a

nd in

clus

ion

polic

ies

and

prac

tices

in

the

wor

kfor

ce

1.2

Eval

uate

the

appl

icat

ion

of a

ppro

ache

s to

equ

al o

ppor

tuni

ties

1.3

Eval

uate

the

impa

ct o

f equ

ality

, div

ersi

ty a

nd in

clus

ion

polic

y on

wor

kfor

ce

perf

orm

ance

1.4

Eval

uate

met

hods

of m

anag

ing

ethi

cal c

onfli

cts

1.5

Eval

uate

the

busi

ness

ben

efits

of e

ffect

ive

equa

lity,

div

ersi

ty a

nd in

clus

ion

polic

ies

and

prac

tices

1.6

Eval

uate

the

impa

ct o

f equ

ality

, div

ersi

ty a

nd in

clus

ion

on o

rgan

isat

iona

l pra

ctic

es

1.7

Eval

uate

the

requ

irem

ents

of l

egis

latio

n, r

egul

atio

n an

d co

des

of p

ract

ice

affe

ctin

g eq

ualit

y, d

iver

sity

and

incl

usio

n in

the

wor

kfor

ce

Man

dato

ry G

roup

AU

nit

6

Copy

right

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017

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e IQ

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resa

le

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Page 20: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

2.

Be

able

to e

valu

ate

orga

nisa

tiona

l st

rate

gies

, pol

icie

s an

d pr

actic

es w

hich

add

ress

eq

ualit

y, d

iver

sity

and

in

clus

ion

requ

irem

ents

2.1

Iden

tify

the

exte

nt to

whi

ch e

qual

ity, d

iver

sity

and

incl

usio

n st

rate

gies

, pol

icie

s an

d pr

actic

es a

re fi

t for

pur

pose

2.2

Iden

tify

stre

ngth

s an

d w

eakn

esse

s by

ben

chm

arki

ng o

rgan

isat

iona

l equ

ality

, di

vers

ity a

nd in

clus

ion

polic

ies

and

prac

tices

inte

rnal

ly a

nd e

xter

nally

2.3

Iden

tify

a ra

nge

of a

reas

for

impr

ovem

ent i

n hu

man

res

ourc

e pr

actic

es,

orga

nisa

tiona

l sys

tem

s, p

roce

dure

s an

d/or

pro

cess

es

2.4

Appr

aise

the

basi

s fo

r se

tting

crit

eria

to e

valu

ate

the

effe

ctiv

enes

s of

equ

ality

, di

vers

ity a

nd in

clus

ion

stra

tegi

es, p

olic

ies

and

prac

tices

3.

Be

able

to p

rom

ote

equa

lity,

div

ersi

ty a

nd

incl

usio

n po

licie

s an

d pr

actic

es

3.1

Dev

ise

a co

mm

unic

atio

ns s

trate

gy a

nd p

lan

that

cov

ers

ever

yone

with

in th

eir

area

of

res

pons

ibili

ty

3.2

Use

com

mun

icat

ion

med

ia th

at a

re a

ppro

pria

te to

the

natu

re a

nd s

truct

ure

of th

e or

gani

satio

n w

hen

prom

otin

g eq

ualit

y, d

iver

sity

and

incl

usio

n

3.3

Take

act

ion

to e

nsur

e th

at e

qual

ity, d

iver

sity

and

incl

usio

n po

licie

s an

d pr

actic

es

are

embe

dded

in b

usin

ess

prac

tices

3.4

Prom

ote

a cu

lture

whe

re a

ctua

l and

pot

entia

l dis

crim

inat

ion

is c

halle

nged

3.5

Take

act

ion

to e

nsur

e th

at o

rgan

isat

iona

l pro

cedu

res,

cul

ture

and

val

ues

rein

forc

e go

od p

ract

ices

and

enc

oura

ge p

eopl

e to

cha

lleng

e di

scrim

inat

ion

Copy

right

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017

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e IQ

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for

resa

le

| 2

0

Page 21: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 2

1

Page 22: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

© 2

017

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e IQ

Ltd

. Not

for

resa

le

| 2

2

Page 23: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Dev

elop

and

man

age

colla

bora

tive

rela

tions

hips

with

oth

er o

rgan

isat

ions

Leve

l5

Cre

dit

5

Uni

t ac

cred

itatio

n no

.T/

506/

2059

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es o

f effe

ctiv

e co

llabo

ratio

n w

ith o

ther

or

gani

satio

ns

1.1

Asse

ss th

e na

ture

of p

oten

tial s

take

hold

ers’

inte

rest

and

nee

d

1.2

Eval

uate

the

stre

ngth

s an

d w

eakn

esse

s of

sta

keho

lder

map

ping

tech

niqu

es

1.3

Asse

ss th

e va

lue

of a

ran

ge o

f ana

lytic

al te

chni

ques

and

alli

ance

mod

ellin

g

1.4

Eval

uate

the

impl

icat

ions

of c

olla

bora

tive

rela

tions

hips

for

risk

and

know

ledg

e m

anag

emen

t

1.5

Eval

uate

the

impl

icat

ions

of c

olla

bora

tive

rela

tions

hips

for

the

supp

ly c

hain

and

su

stai

nabi

lity

of fu

ture

wor

king

arr

ange

men

ts

1.6

Eval

uate

the

com

pone

nts,

use

and

like

ly e

ffect

s of

invo

king

an

exit

stra

tegy

2.

Be

able

to id

entif

y ex

tern

al c

olla

bora

tive

rela

tions

hips

to b

e de

velo

ped

2.1

Iden

tify

pote

ntia

l org

anis

atio

ns th

at a

re li

kely

to c

ompl

emen

t or

enha

nce

the

wor

k or

rep

utat

ion

of th

e or

gani

satio

ns in

volv

ed

2.2

Anal

yse

the

pote

ntia

l syn

ergi

es a

nd s

cope

for

colla

bora

tion

likel

y to

ben

efit t

he

orga

nisa

tions

invo

lved

2.3

Bal

ance

the

bene

fits

of c

olla

bora

tion

agai

nst t

he c

ost r

equi

rem

ents

and

any

po

tent

ially

adv

erse

asp

ects

2.4

Just

ify d

ecis

ions

and

rec

omm

enda

tions

with

evi

denc

e

Uni

t 7

Copy

right

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017

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e IQ

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resa

le

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3

Page 24: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

3.

Be

able

to c

olla

bora

te

with

oth

er o

rgan

isat

ions

3.1

Agre

e m

utua

lly a

ccep

tabl

e te

rms

of r

efer

ence

3.2

Dev

elop

a v

iabl

e st

akeh

olde

r en

gage

men

t pla

n th

at is

con

sist

ent w

ith

orga

nisa

tiona

l stra

tegy

, obj

ectiv

es a

nd v

alue

s

3.3

Dev

elop

arr

ange

men

ts to

man

age

rela

tions

hips

that

will

rea

lise

the

bene

fits

of

colla

bora

tion

3.4

Colla

bora

te w

ithin

agr

eed

term

s of

ref

eren

ce in

a w

ay th

at e

nhan

ces

the

repu

tatio

n of

the

orga

nisa

tion

and

fost

ers

prod

uctiv

e w

orki

ng r

elat

ions

hips

3.5

Eval

uate

the

effe

ctiv

enes

s of

on-

goin

g co

llabo

rativ

e re

latio

nshi

ps

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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017

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e IQ

Ltd

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for

resa

le

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ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

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017

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e IQ

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5

Page 26: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Uni

t 8

Title

Opt

imis

e th

e us

e of

tech

nolo

gy

Leve

l5

Cre

dit

6

Uni

t ac

cred

itatio

n no

.F/

506/

2064

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es

unde

rpin

ning

the

optim

isat

ion

of

tech

nolo

gy

1.1

Expl

ain

how

to k

eep

up-t

o-da

te w

ith te

chno

logi

cal d

evel

opm

ents

1.2

Anal

yse

the

requ

irem

ents

of o

rgan

isat

iona

l pro

cure

men

t pro

cess

es

1.3

Eval

uate

the

impl

icat

ions

of t

echn

olog

y fo

r bu

sine

ss c

ontin

uity

and

cris

is

man

agem

ent p

lans

1.4

Eval

uate

the

lega

l im

plic

atio

ns o

f cha

nges

to th

e us

e of

tech

nolo

gy

1.5

Anal

yse

the

requ

irem

ents

of a

tech

nolo

gy s

trate

gy

2.

Be

able

to s

cope

the

use

of te

chno

logy

2.1

Esta

blis

h ev

alua

tion

crite

ria fo

r th

e us

e of

tech

nolo

gy in

clud

ing

exte

nt o

f use

, va

lue,

effi

cien

cy a

nd q

ualit

y

2.2

Eval

uate

the

curr

ent u

se o

f tec

hnol

ogy

agai

nst a

gree

d cr

iteria

2.3

Iden

tify

the

scop

e fo

r im

prov

emen

t inc

ludi

ng tr

aini

ng, a

dapt

atio

ns to

exi

stin

g sy

stem

s an

d th

e im

plem

enta

tion

of n

ew s

yste

ms

2.4

Iden

tify

the

stra

tegi

c im

plic

atio

ns o

f cha

nges

to th

e us

e of

tech

nolo

gy

2.5

Asse

ss th

e ris

ks, l

imita

tions

and

ben

efits

of c

hang

es to

the

use

of te

chno

logy

Copy

right

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6

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3.

Be

able

to o

ptim

ise

the

use

of te

chno

logi

cal

solu

tions

3.1

Spec

ify te

chno

logi

cal r

equi

rem

ents

and

prio

ritie

s in

clud

ing

the

inpu

t of o

ther

s in

ac

cord

ance

with

org

anis

atio

nal t

echn

olog

y st

rate

gy

3.2

Take

act

ion

to e

nsur

e th

e co

mpa

tibili

ty o

f tec

hnol

ogic

al p

lans

and

sys

tem

s w

ith

othe

r sy

stem

s, p

roce

sses

and

pla

ns

3.3

Rec

omm

end

tech

nolo

gica

l sol

utio

ns th

at m

eet t

he s

peci

fied

obje

ctiv

es

4.

Be

able

to m

anag

e th

e us

e of

tech

nolo

gy4.

1 D

evel

op p

roce

dure

s th

at a

ddre

ss a

ll as

pect

s of

the

tech

nolo

gy a

nd th

eir

impl

icat

ions

4.2

Take

act

ion

to e

nsur

e th

at e

very

one

usin

g th

e te

chno

logy

is a

dequ

atel

y tra

ined

an

d eq

uipp

ed

4.3

Prom

ote

the

bene

fits

of te

chno

logy

4.4

Use

mon

itorin

g te

chni

ques

that

are

app

ropr

iate

to th

e na

ture

of t

he w

ork

carr

ied

out a

nd th

e sy

stem

4.5

Take

pro

mpt

cor

rect

ive

actio

n in

the

even

t of p

robl

ems

aris

ing

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

may

be

used

for

asse

ssm

ent c

riter

ia 4

.5 (

Take

pro

mpt

cor

rect

ive

actio

n in

the

even

t of p

robl

ems

aris

ing)

if n

o na

tura

lly o

ccur

ring

evid

ence

is a

vaila

ble.

Supp

lem

enta

ry e

vide

nce

Supp

lem

enta

ry e

vide

nce

such

as

ques

tioni

ng m

ay b

e us

ed fo

r as

sess

men

t crit

eria

4.5

(Ta

ke p

rom

pt c

orre

ctiv

e ac

tion

in th

e ev

ent o

f pro

blem

s ar

isin

g) if

no

natu

rally

occ

urrin

g ev

iden

ce is

ava

ilabl

e.

Copy

right

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017

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e IQ

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ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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017

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e IQ

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resa

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Uni

t 9

Title

Man

age

prod

uct a

nd/o

r se

rvic

e de

velo

pmen

t

Leve

l5

Cre

dit

5

Uni

t ac

cred

itatio

n no

.Y/

506/

2068

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

deve

lopm

ent o

f new

or

impr

oved

pro

duct

s an

d/or

ser

vice

s

1.1

Anal

yse

the

stag

es o

f the

dev

elop

men

t pro

cess

, pro

duct

life

cyc

le a

nd th

eir

requ

irem

ents

1.2

Expl

ain

the

requ

irem

ents

of m

arke

t seg

men

tatio

n

1.3

Anal

yse

the

fact

ors

affe

ctin

g bu

yer

beha

viou

r

1.4

Eval

uate

the

use

of m

arke

t ana

lytic

al to

ols

whe

n de

velo

ping

new

or

impr

oved

pr

oduc

ts a

nd/o

r se

rvic

es

2.

Be

able

to e

stab

lish

the

need

for

new

or

impr

oved

pro

duct

s an

d/or

ser

vice

s

2.1

Esta

blis

h cr

iteria

by

whi

ch th

e ne

ed fo

r ne

w o

r im

prov

ed p

rodu

cts

and/

or s

ervi

ces

will

be

eval

uate

d

2.2

Eval

uate

cus

tom

ers’

and

pot

entia

l cus

tom

ers’

per

cept

ions

of t

he u

ses,

val

ue a

nd

qual

ity o

f pro

pose

d pr

oduc

ts a

nd/o

r se

rvic

es

2.3

Iden

tify

com

petit

or a

ctiv

ity th

at m

ay h

ave

an im

pact

on

the

mar

ket f

or n

ew o

r im

prov

ed p

rodu

cts

and/

or s

ervi

ces

2.4

Asse

ss th

e lik

ely

impa

ct o

f cus

tom

ers’

cul

ture

and

beh

avio

ur o

n po

tent

ial s

ales

Copy

right

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017

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3.

Be

able

to m

anag

e th

e de

velo

pmen

t of n

ew

or im

prov

ed p

rodu

cts

and/

or s

ervi

ces

3.1

Take

act

ion

to e

nsur

e th

at p

ropo

sals

are

con

sist

ent w

ith o

rgan

isat

iona

l stra

tegy

, ob

ject

ives

and

val

ues

3.2

Asse

ss th

e co

sts

of d

evel

opin

g ne

w o

r im

prov

ed p

rodu

cts

and/

or s

ervi

ces

3.3

Asse

ss th

e vi

abili

ty o

f pro

duct

s an

d/or

ser

vice

s by

car

ryin

g ou

t via

bilit

y te

sts

3.4

Eval

uate

the

degr

ee o

f suc

cess

of n

ew o

r im

prov

ed p

rodu

cts

and/

or s

ervi

ces

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 3

0

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

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017

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e IQ

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resa

le

| 3

1

Page 32: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Dev

elop

and

mai

ntai

n pr

ofes

sion

al n

etw

orks

Leve

l4

Cre

dit

3

Uni

t ac

cred

itatio

n no

.J/

506/

1949

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es o

f effe

ctiv

e ne

twor

king

1.1

Des

crib

e th

e in

terp

erso

nal s

kills

nee

ded

for

effe

ctiv

e ne

twor

king

1.2

Exp

lain

the

basi

s on

whi

ch to

cho

ose

netw

orks

to b

e de

velo

ped

1.3

Eva

luat

e th

e ro

le o

f sha

red

agen

das

and

confl

ict m

anag

emen

t in

rela

tions

hip-

build

ing

1.4

Eva

luat

e th

e ro

le o

f the

inte

rnet

in b

usin

ess

netw

orki

ng

1.5

Ass

ess

the

impo

rtan

ce o

f fol

low

ing

up le

ads

and

actio

ns

1.6

Ana

lyse

eth

ical

issu

es r

elat

ing

to n

etw

orki

ng a

ctiv

ities

2.

Be

able

to id

entif

y pr

ofes

sion

al n

etw

orks

fo

r de

velo

pmen

t

2.1

Iden

tify

pote

ntia

l net

wor

ks fo

r pr

ofes

sion

al d

evel

opm

ent f

rom

an

anal

ysis

of t

heir

bene

fits

com

pare

d w

ith in

divi

dual

nee

ds a

nd a

spira

tions

2.2

Sho

rtlis

t net

wor

ks fo

r de

velo

pmen

t aga

inst

defi

ned

crite

ria

2.3

Ass

ess

the

bene

fits

and

limita

tions

of j

oini

ng a

nd m

aint

aini

ng s

elec

ted

netw

ork(

s)

3.

Be

able

to m

aint

ain

prof

essi

onal

net

wor

ks3.

1 Id

entif

y th

e po

tent

ial f

or m

utua

l ben

efit w

ith n

etw

ork

mem

bers

3.2

Pro

mot

e th

eir

own

skill

s, k

now

ledg

e an

d co

mpe

tenc

e to

net

wor

k m

embe

rs

3.3

Pro

vide

info

rmat

ion,

ser

vice

s or

sup

port

to n

etw

ork

mem

bers

whe

re th

e po

tent

ial

for

mut

ual b

enefi

t has

bee

n id

entifi

ed

Uni

t 1

0

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right

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017

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e IQ

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resa

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2

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3.4

Est

ablis

h th

e bo

unda

ries

of c

onfid

entia

lity

3.5

Agr

ee g

uide

lines

for

the

exch

ange

of i

nfor

mat

ion

and

reso

urce

s

3.6

Tak

e ac

tion

to e

nsur

e th

at p

artic

ipat

ion

in n

etw

orks

refl

ects

cur

rent

and

defi

ned

futu

re a

spira

tions

and

nee

ds

3.7

Mak

e in

trodu

ctio

ns to

peo

ple

with

com

mon

or

com

plem

enta

ry in

tere

st to

and

w

ithin

net

wor

ks

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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017

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e IQ

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resa

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3

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Asse

ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

IV’s

sig

natu

re:

D

ate:

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right

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resa

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4

Page 35: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Dev

elop

and

impl

emen

t an

oper

atio

nal p

lan

Leve

l4

Cre

dit

5

Uni

t ac

cred

itatio

n no

.Y/

506/

1955

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es o

f op

erat

iona

l pla

nnin

g

1.1

Eva

luat

e th

e us

e of

ris

k an

alys

is te

chni

ques

in o

pera

tiona

l pla

nnin

g

1.2

Exp

lain

the

com

pone

nts

of a

n op

erat

iona

l pla

n

1.3

Ana

lyse

the

rela

tions

hip

betw

een

stra

tegi

c an

d op

erat

iona

l pla

ns

1.4

Eva

luat

e th

e us

e of

pla

nnin

g to

ols

and

tech

niqu

es in

the

oper

atio

nal p

lann

ing

proc

ess

1.5

Exp

lain

how

to c

arry

out

a c

ost-

bene

fit a

naly

sis

2.

Be

able

to d

evel

op a

n op

erat

iona

l pla

n2.

1 Id

entif

y sp

ecifi

c, m

easu

rabl

e, a

chie

vabl

e, r

ealis

tic a

nd ti

me-

boun

d (S

MAR

T)

obje

ctiv

es a

nd k

ey p

erfo

rman

ce in

dica

tors

(K

PIs)

2.2

Iden

tify

eval

uatio

n m

echa

nism

s ap

prop

riate

to th

e pl

an

2.3

Tak

e ac

tion

to e

nsur

e th

at p

lans

are

con

sist

ent w

ith o

rgan

isat

iona

l stra

tegy

, ob

ject

ives

, val

ues,

pol

icie

s an

d pr

oced

ures

2.4

Dev

elop

pro

port

iona

te a

nd ta

rget

ed p

lans

to m

anag

e id

entifi

ed r

isks

2.5

Tak

e ac

tion

to e

nsur

e th

at p

lans

com

plem

ent a

nd m

axim

ise

syne

rgy

with

oth

er

busi

ness

are

as

2.6

Adh

ere

to o

rgan

isat

iona

l pol

icie

s an

d pr

oced

ures

, leg

al a

nd e

thic

al r

equi

rem

ents

Uni

t 1

1

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right

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3.

Be

able

to im

plem

ent

an o

pera

tiona

l pla

n3.

1 Im

plem

ent p

lans

with

in a

gree

d bu

dget

s an

d tim

esca

les

3.2

Com

mun

icat

e th

e re

quire

men

ts o

f the

pla

ns to

thos

e w

ho w

ill b

e af

fect

ed

3.3

Rev

ise

plan

s in

the

light

of c

hang

ing

circ

umst

ance

s in

acc

orda

nce

with

stra

tegi

c ob

ject

ives

and

iden

tified

ris

ks

4.

Be

able

to e

valu

ate

the

effe

ctiv

enes

s of

an

oper

atio

nal p

lan

4.1

Con

duct

per

iodi

c re

view

s of

the

prog

ress

and

effe

ctiv

enes

s of

the

plan

s, u

sing

in

form

atio

n fro

m a

ran

ge o

f sou

rces

4.2

Rep

ort o

n th

e ef

fect

iven

ess

of o

pera

tiona

l pla

ns in

the

appr

opria

te fo

rmat

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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e IQ

Ltd

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resa

le

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Asse

ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

IV’s

sig

natu

re:

D

ate:

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right

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e IQ

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7

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Title

Enco

urag

e le

arni

ng a

nd d

evel

opm

ent

Leve

l4

Cre

dit

3

Uni

t ac

cred

itatio

n no

.M

/506

/196

2

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es o

f lea

rnin

g an

d de

velo

pmen

t

1.1

Asse

ss th

e ro

le o

f con

tinuo

us p

rofe

ssio

nal d

evel

opm

ent (

CPD

) in

iden

tifyi

ng a

nd

mee

ting

indi

vidu

als’

lear

ning

and

dev

elop

men

t for

cur

rent

and

futu

re b

usin

ess

need

s

1.2

Anal

yse

the

adva

ntag

es a

nd li

mita

tions

of d

iffer

ent l

earn

ing

and

deve

lopm

ent

met

hods

1.3

Expl

ain

how

to id

entif

y in

divi

dual

s’ le

arni

ng a

nd d

evel

opm

ent n

eeds

1.4

Eval

uate

the

role

of s

elf-r

eflec

tion

in le

arni

ng a

nd d

evel

opm

ent

2.

Be

able

to s

uppo

rt

indi

vidu

als’

lear

ning

an

d de

velo

pmen

t

2.1

Prom

ote

the

bene

fits

of le

arni

ng to

peo

ple

in o

wn

area

of r

espo

nsib

ility

2.2

Supp

ort i

ndiv

idua

ls in

iden

tifyi

ng th

eir

curr

ent a

nd li

kely

futu

re le

arni

ng a

nd

deve

lopm

ent n

eeds

from

a r

ange

of i

nfor

mat

ion

sour

ces

2.3

Agre

e w

ith in

divi

dual

s th

e le

arni

ng a

ctiv

ities

to b

e un

dert

aken

, ens

urin

g th

ey a

re

with

in a

gree

d bu

dget

s an

d co

nsis

tent

with

bus

ines

s ne

eds

2.4

Sum

mar

ise

agre

ed le

arni

ng o

bjec

tives

, lea

rnin

g ac

tiviti

es, r

evie

w m

echa

nism

s an

d su

cces

s cr

iteria

in a

per

sona

l dev

elop

men

t pla

n

2.5

Crea

te a

n en

viro

nmen

t tha

t enc

oura

ges

and

prom

otes

lear

ning

and

dev

elop

men

t

2.6

Prov

ide

oppo

rtun

ities

for

indi

vidu

als

to a

pply

thei

r de

velo

ping

com

pete

nce

in th

e w

orkp

lace

Uni

t 1

2

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right

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017

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e IQ

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3.

Be

able

to e

valu

ate

indi

vidu

als’

lear

ning

an

d de

velo

pmen

t

3.1

Anal

yse

info

rmat

ion

from

a r

ange

of s

ourc

es o

n in

divi

dual

s’ p

erfo

rman

ce a

nd

deve

lopm

ent

3.2

Eval

uate

the

effe

ctiv

enes

s of

diff

eren

t lea

rnin

g an

d de

velo

pmen

t met

hods

3.3

Agre

e re

visi

ons

to p

erso

nal d

evel

opm

ent p

lans

in th

e lig

ht o

f fee

dbac

k

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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017

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e IQ

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resa

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Asse

ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

IV’s

sig

natu

re:

D

ate:

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right

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017

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e IQ

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resa

le

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0

Page 41: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Dis

cipl

ine

and

grie

vanc

e m

anag

emen

t

Leve

l4

Cre

dit

3

Uni

t ac

cred

itatio

n no

.A/

506/

1981

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es s

uppo

rtin

g th

e m

anag

emen

t of

dis

cipl

ine

and

grie

vanc

e ca

ses

1.1

Expl

ain

the

diffe

renc

e be

twee

n a

disc

iplin

e ca

se a

nd a

grie

vanc

e ca

se a

nd th

e im

plic

atio

ns fo

r th

eir

man

agem

ent

1.2

Expl

ain

sour

ces

of a

dvic

e an

d ex

pert

ise

on d

isci

plin

e an

d gr

ieva

nce

1.3

Expl

ain

the

lega

l obl

igat

ions

of e

mpl

oyer

s an

d th

e rig

hts

of e

mpl

oyee

s in

rel

atio

n to

dis

cipl

ine

and

grie

vanc

e ca

ses

1.4

Expl

ain

orga

nisa

tiona

l pro

cedu

res

for

the

man

agem

ent o

f dis

cipl

ine

and

grie

vanc

e ca

ses

1.5

Expl

ain

the

com

mun

icat

ion

tech

niqu

es to

be

used

in th

e m

anag

emen

t of

disc

iplin

e an

d gr

ieva

nce

case

s

1.6

Expl

ain

the

type

s of

beh

avio

urs

that

are

like

ly to

res

ult i

n di

scip

linar

y pr

ocee

ding

s

1.7

Expl

ain

the

type

s of

act

ions

that

are

like

ly to

lead

to a

grie

vanc

e

1.8

Expl

ain

how

to c

arry

out

inve

stig

atio

ns in

to d

isci

plin

e an

d gr

ieva

nce

case

s

1.9

Anal

yse

the

effe

ct o

f wel

l man

aged

and

poo

rly m

anag

ed d

isci

plin

e an

d gr

ieva

nce

case

s

1.10

Exp

lain

how

the

outc

omes

of d

isci

plin

e an

d gr

ieva

nce

case

s ca

n be

man

aged

Uni

t 1

3

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right

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e IQ

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2.

Be

able

to m

anag

e a

disc

iplin

ary

case

2.1

Info

rm a

n in

divi

dual

that

they

are

sub

ject

to d

isci

plin

ary

proc

eedi

ngs

with

in

agre

ed ti

mes

cale

s

2.2

Expl

ain

to a

n in

divi

dual

the

reas

ons

why

they

are

sub

ject

to d

isci

plin

ary

proc

eedi

ngs

2.3

Prov

ide

evid

ence

that

sup

port

s th

e ca

se fo

r di

scip

linar

y pr

ocee

ding

s

2.4

Dev

elop

a c

ase

to s

uppo

rt a

n in

divi

dual

who

is s

ubje

ct to

dis

cipl

inar

y pr

ocee

ding

s

2.5

Keep

det

aile

d an

d ac

cura

te r

ecor

ds o

f agr

eem

ents

, act

ions

and

eve

nts

for

disc

iplin

ary

case

s

2.6

Adhe

re to

org

anis

atio

nal p

olic

ies

and

proc

edur

es, l

egal

and

eth

ical

req

uire

men

ts

whe

n m

anag

ing

a di

scip

linar

y ca

se

3.

Be

able

to m

anag

e a

grie

vanc

e3.

1 Id

entif

y th

e na

ture

of a

grie

vanc

e

3.2

Inve

stig

ate

the

serio

usne

ss a

nd p

oten

tial i

mpl

icat

ions

of a

grie

vanc

e

3.3

Adhe

re to

org

anis

atio

nal p

roce

dure

s w

hen

man

agin

g a

grie

vanc

e

3.4

Eval

uate

the

effe

ctiv

enes

s of

how

a g

rieva

nce

has

been

man

aged

3.5

Agre

e m

easu

res

to p

reve

nt fu

ture

reo

ccur

renc

es o

f grie

vanc

es

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed fo

r th

is u

nit e

xcep

t as

deta

iled

belo

w.

Sim

ulat

ion

may

be

used

for

all a

sses

smen

t crit

eria

in le

arni

ng o

utco

mes

2 a

nd 3

if n

o na

tura

lly o

ccur

ring

evid

ence

is a

vaila

ble.

Supp

lem

enta

ry e

vide

nce

Supp

lem

enta

ry e

vide

nce

such

as

ques

tioni

ng m

ay b

e us

ed fo

r al

l ass

essm

ent c

riter

ia in

lear

ning

out

com

es 2

and

3 if

no

natu

rally

occ

urrin

g ev

iden

ce is

ava

ilabl

e.

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right

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e IQ

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2

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Asse

ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

IV’s

sig

natu

re:

D

ate:

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right

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017

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e IQ

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resa

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Title

Dev

elop

wor

king

rel

atio

nshi

ps w

ith s

take

hold

ers

Leve

l4

Cre

dit

4

Uni

t ac

cred

itatio

n no

.F/

506/

1982

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

wor

king

re

latio

nshi

ps w

ith

stak

ehol

ders

1.1

Anal

yse

stak

ehol

der

map

ping

tech

niqu

es

1.2

Expl

ain

how

influ

enci

ng s

kills

and

tech

niqu

es c

an b

e us

ed to

enh

ance

the

rela

tions

hip

with

sta

keho

lder

s

1.3

Expl

ain

how

exp

ecta

tion

man

agem

ent a

nd c

onfli

ct r

esol

utio

n te

chni

ques

are

ap

plie

d to

sta

keho

lder

man

agem

ent

1.4

Anal

yse

the

adva

ntag

es a

nd li

mita

tions

of d

iffer

ent t

ypes

of s

take

hold

er

cons

ulta

tion

1.5

Eval

uate

the

risks

and

pot

entia

l con

sequ

ence

s of

inad

equa

te s

take

hold

er

cons

ulta

tion

2.

Be

able

to d

eter

min

e th

e sc

ope

for

colla

bora

tion

with

st

akeh

olde

rs

2.1

Iden

tify

the

stak

ehol

ders

with

who

m r

elat

ions

hips

sho

uld

be d

evel

oped

2.2

Expl

ain

the

role

s, r

espo

nsib

ilitie

s, in

tere

sts

and

conc

erns

of s

take

hold

ers

2.3

Eval

uate

bus

ines

s ar

eas

that

wou

ld b

enefi

t fro

m c

olla

bora

tion

with

sta

keho

lder

s

2.4

Eval

uate

the

scop

e fo

r an

d lim

itatio

ns o

f col

labo

ratin

g w

ith d

iffer

ent t

ypes

of

stak

ehol

der

Uni

t 1

4

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right

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017

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e IQ

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resa

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3.

Be

able

to d

evel

op

prod

uctiv

e w

orki

ng

rela

tions

hips

with

st

akeh

olde

rs

3.1

Crea

te a

clim

ate

of m

utua

l tru

st a

nd r

espe

ct b

y be

havi

ng o

penl

y an

d ho

nest

ly

3.2

Take

acc

ount

of t

he a

dvic

e pr

ovid

ed b

y st

akeh

olde

rs

3.3

Min

imis

e th

e po

tent

ial f

or fr

ictio

n an

d co

nflic

t am

ongs

t sta

keho

lder

s

4.

Be

able

to e

valu

ate

rela

tions

hips

with

st

akeh

olde

rs

4.1

Mon

itor

rela

tions

hips

and

dev

elop

men

ts w

ith s

take

hold

ers

4.2

Addr

ess

chan

ges

that

may

hav

e an

effe

ct o

n st

akeh

olde

r re

latio

nshi

ps

4.3

Rec

omm

end

impr

ovem

ents

bas

ed o

n an

alys

es o

f the

effe

ctiv

enes

s of

sta

keho

lder

re

latio

nshi

ps

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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017

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e IQ

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resa

le

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5

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Asse

ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

IV’s

sig

natu

re:

D

ate:

Copy

right

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017

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e IQ

Ltd

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resa

le

| 4

6

Page 47: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Uni

t 1

5

Title

Man

age

a te

nder

ing

proc

ess

Leve

l4

Cre

dit

4

Uni

t ac

cred

itatio

n no

.L/

506/

1984

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Be

able

to d

evel

op a

te

nder

spe

cific

atio

n1.

1 Ex

plai

n th

e ro

les

and

inpu

ts o

f tho

se w

ho n

eed

to b

e in

volv

ed in

the

tend

er

proc

ess

1.2

Iden

tify

esse

ntia

l and

des

irabl

e bu

sine

ss n

eeds

and

thei

r im

plic

atio

ns w

hich

may

be

incl

uded

with

in th

e te

nder

1.3

Addr

ess

all a

spec

ts o

f the

spe

cific

atio

n in

clud

ing

post

-con

tract

ual r

equi

rem

ents

1.4

Allo

cate

prio

ritie

s w

ithin

the

tend

er s

peci

ficat

ion

in a

ccor

danc

e w

ith b

usin

ess

need

s

1.5

Esta

blis

h cr

iteria

and

ran

king

sys

tem

s to

eva

luat

e te

nder

s in

acc

orda

nce

with

or

gani

satio

nal p

rocu

rem

ent p

olic

ies

2.

Be

able

to m

anag

e a

tend

erin

g ex

erci

se2.

1 As

sess

the

appr

opria

tene

ss o

f diff

eren

t med

ia to

attr

act p

oten

tial s

uppl

iers

2.2

Use

med

ia to

attr

act p

oten

tial s

uppl

iers

that

are

app

ropr

iate

to th

e na

ture

of t

he

cont

ract

2.3

Spec

ify te

nder

app

licat

ion

proc

edur

es, a

rran

gem

ents

and

tim

etab

le

Copy

right

© 2

017

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e IQ

Ltd

. Not

for

resa

le

| 4

7

Page 48: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

2.4

Invi

te s

uppl

iers

to a

pply

for

the

tend

er

2.5

Sift

out t

hose

that

do

not m

eet t

he a

gree

d cr

iteria

2.6

Confi

rm th

at th

e tra

ck r

ecor

ds o

f sho

rtlis

ted

supp

liers

dem

onst

rate

the

requ

ired

tech

nica

l cap

abili

ty

3.

Be

able

to n

egot

iate

th

e aw

ard

of c

ontra

cts

3.1

Expl

ain

the

prov

isio

ns o

f con

tract

law

that

affe

ct th

e ne

gotia

tion

3.2

Dev

ise

a ne

gotia

ting

stra

tegy

that

is a

ppro

pria

te to

the

cont

ract

and

sup

plie

r

3.3

Awar

d co

ntra

cts

that

bes

t mee

t bus

ines

s ne

eds,

are

rea

listic

and

mee

t the

sp

ecifi

catio

n

3.4

Com

plet

e th

e te

nder

ing

exer

cise

in a

ccor

danc

e w

ith o

rgan

isat

iona

l sta

ndar

ds

3.5

Anal

yse

the

impl

icat

ions

of p

rocu

rem

ent d

ecis

ions

for

the

orga

nisa

tion,

sup

plie

rs

and

pote

ntia

l sup

plie

rs

3.6

Com

mun

icat

e ou

tcom

es o

f the

tend

erin

g ex

erci

se to

sta

keho

lder

s

3.7

Adhe

re to

org

anis

atio

nal p

olic

ies

and

proc

edur

es, l

egal

and

eth

ical

req

uire

men

ts

whe

n aw

ardi

ng c

ontra

cts

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 4

8

Page 49: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

2.4

Invi

te s

uppl

iers

to a

pply

for

the

tend

er

2.5

Sift

out t

hose

that

do

not m

eet t

he a

gree

d cr

iteria

2.6

Confi

rm th

at th

e tra

ck r

ecor

ds o

f sho

rtlis

ted

supp

liers

dem

onst

rate

the

requ

ired

tech

nica

l cap

abili

ty

3.

Be

able

to n

egot

iate

th

e aw

ard

of c

ontra

cts

3.1

Expl

ain

the

prov

isio

ns o

f con

tract

law

that

affe

ct th

e ne

gotia

tion

3.2

Dev

ise

a ne

gotia

ting

stra

tegy

that

is a

ppro

pria

te to

the

cont

ract

and

sup

plie

r

3.3

Awar

d co

ntra

cts

that

bes

t mee

t bus

ines

s ne

eds,

are

rea

listic

and

mee

t the

sp

ecifi

catio

n

3.4

Com

plet

e th

e te

nder

ing

exer

cise

in a

ccor

danc

e w

ith o

rgan

isat

iona

l sta

ndar

ds

3.5

Anal

yse

the

impl

icat

ions

of p

rocu

rem

ent d

ecis

ions

for

the

orga

nisa

tion,

sup

plie

rs

and

pote

ntia

l sup

plie

rs

3.6

Com

mun

icat

e ou

tcom

es o

f the

tend

erin

g ex

erci

se to

sta

keho

lder

s

3.7

Adhe

re to

org

anis

atio

nal p

olic

ies

and

proc

edur

es, l

egal

and

eth

ical

req

uire

men

ts

whe

n aw

ardi

ng c

ontra

cts

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le |

49

Page 50: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Man

age

phys

ical

res

ourc

es

Leve

l4

Cre

dit

4

Uni

t ac

cred

itatio

n no

.K

/506

/198

9

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Be

able

to id

entif

y th

e ne

ed fo

r ph

ysic

al

reso

urce

s

1.1

Iden

tify

reso

urce

req

uire

men

ts fr

om a

naly

ses

of o

rgan

isat

iona

l nee

ds

1.2

Eva

luat

e al

tern

ativ

e op

tions

for

obta

inin

g ph

ysic

al r

esou

rces

1.3

Eva

luat

e th

e im

pact

on

the

orga

nisa

tion

of in

trodu

cing

phy

sica

l res

ourc

es

1.4

Iden

tify

the

optim

um o

ptio

n th

at m

eets

ope

ratio

nal r

equi

rem

ents

for

phys

ical

re

sour

ces

2.

Be

able

to o

btai

n ph

ysic

al r

esou

rces

2.1

Dev

elop

a b

usin

ess

case

for

phys

ical

res

ourc

es th

at is

sup

port

ed b

y ev

iden

ce,

cost

est

imat

es, c

ontin

genc

y ar

rang

emen

ts a

nd a

n an

alys

is o

f lik

ely

bene

fits

2.2

Obt

ain

auth

oris

atio

n an

d fin

anci

al c

omm

itmen

t for

the

requ

ired

expe

nditu

re

2.3

Neg

otia

te b

est v

alue

from

con

tract

s in

acc

orda

nce

with

org

anis

atio

nal s

tand

ards

an

d pr

oced

ures

2.4

Adh

ere

to o

rgan

isat

iona

l pol

icie

s an

d pr

oced

ures

, leg

al a

nd e

thic

al r

equi

rem

ents

w

hen

obta

inin

g ph

ysic

al r

esou

rces

2.5

Che

ck th

at th

e ph

ysic

al r

esou

rces

rec

eive

d m

atch

thos

e or

dere

d

Uni

t 1

6

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 5

0

Page 51: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

3.

Be

able

to m

anag

e th

e us

e of

phy

sica

l re

sour

ces

3.1

Tak

e ac

tion

to e

nsur

e ph

ysic

al r

esou

rces

are

use

d in

acc

orda

nce

with

m

anuf

actu

rers

’ ins

truct

ions

3.2

Eva

luat

e th

e ef

ficie

ncy

of p

hysi

cal r

esou

rces

aga

inst

agr

eed

crite

ria

3.3

Rec

omm

end

impr

ovem

ents

to th

e us

e of

phy

sica

l res

ourc

es a

nd a

ssoc

iate

d w

orki

ng p

ract

ices

3.4

Ana

lyse

the

bene

fits

of e

ffect

ive

equi

pmen

t in

the

cons

erva

tion

of e

nerg

y an

d th

e en

viro

nmen

t

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 5

1

Page 52: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le |

52

Page 53: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Prep

are

for

and

supp

ort q

ualit

y au

dits

Leve

l4

Cre

dit

3

Uni

t ac

cred

itatio

n no

.K

/506

/199

2

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es

unde

rpin

ning

the

man

agem

ent o

f qua

lity

1.1

Ana

lyse

the

prin

cipl

es o

f qua

lity

man

agem

ent

1.2

Ana

lyse

the

purp

ose

and

requ

irem

ents

of a

ran

ge o

f qua

lity

stan

dard

s

1.3

Ana

lyse

the

adva

ntag

es a

nd li

mita

tions

of a

ran

ge o

f qua

lity

tech

niqu

es

1.4

Ass

ess

how

the

man

agem

ent o

f qua

lity

cont

ribut

es to

the

achi

evem

ent o

f or

gani

satio

nal o

bjec

tives

2.

Be

able

to p

repa

re fo

r qu

ality

aud

its2.

1 E

stab

lish

the

qual

ity r

equi

rem

ents

app

licab

le to

the

wor

k be

ing

audi

ted

2.2

Con

firm

that

doc

umen

tatio

n is

com

plet

e

2.3

Con

firm

that

any

pre

viou

sly

agre

ed a

ctio

ns h

ave

been

impl

emen

ted

2.4

Mak

e av

aila

ble

info

rmat

ion

requ

este

d in

adv

ance

by

audi

tors

Uni

t 1

7

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 5

3

Page 54: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

3.

Be

able

to s

uppo

rt

qual

ity a

udits

3.1

Pro

vide

acc

ess

to in

form

atio

n on

req

uest

with

in s

cope

of t

he a

udit

3.2

Agr

ee a

ctio

ns a

nd ti

mes

cale

s w

ith a

udito

rs th

at w

ill r

emed

y no

n-co

nfor

man

ce o

r no

n-co

mpl

ianc

e

3.3

Iden

tify

inst

ance

s w

here

bus

ines

s pr

oces

ses,

qua

lity

stan

dard

s an

d/or

pro

cedu

res

coul

d be

impr

oved

3.4

Dev

elop

a q

ualit

y im

prov

emen

t pla

n th

at a

ddre

sses

the

issu

es r

aise

d

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 5

4

Page 55: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

3.

Be

able

to s

uppo

rt

qual

ity a

udits

3.1

Pro

vide

acc

ess

to in

form

atio

n on

req

uest

with

in s

cope

of t

he a

udit

3.2

Agr

ee a

ctio

ns a

nd ti

mes

cale

s w

ith a

udito

rs th

at w

ill r

emed

y no

n-co

nfor

man

ce o

r no

n-co

mpl

ianc

e

3.3

Iden

tify

inst

ance

s w

here

bus

ines

s pr

oces

ses,

qua

lity

stan

dard

s an

d/or

pro

cedu

res

coul

d be

impr

oved

3.4

Dev

elop

a q

ualit

y im

prov

emen

t pla

n th

at a

ddre

sses

the

issu

es r

aise

d

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le |

55

Page 56: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Cond

uct q

ualit

y au

dits

Leve

l4

Cre

dit

3

Uni

t ac

cred

itatio

n no

.T/

506/

1994

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es

unde

rpin

ning

the

man

agem

ent o

f qua

lity

1.1

Anal

yse

the

prin

cipl

es o

f qua

lity

man

agem

ent

1.2

Anal

yse

the

purp

ose

and

requ

irem

ents

of a

ran

ge o

f qua

lity

stan

dard

s

1.3

Anal

yse

the

adva

ntag

es a

nd li

mita

tions

of a

ran

ge o

f qua

lity

tech

niqu

es

1.4

Asse

ss h

ow th

e m

anag

emen

t of q

ualit

y co

ntrib

utes

to th

e ac

hiev

emen

t of

orga

nisa

tiona

l obj

ectiv

es

2.

Be

able

to p

repa

re to

ca

rry

out q

ualit

y au

dits

2.1

Esta

blis

h th

e qu

ality

req

uire

men

ts a

pplic

able

to th

e w

ork

bein

g au

dite

d

2.2

Dev

elop

a p

lan

for

a qu

ality

aud

it

2.3

Prep

are

the

docu

men

tatio

n ne

eded

to u

nder

take

a q

ualit

y au

dit

2.4

Spec

ify d

ata

requ

irem

ents

to th

ose

who

will

sup

port

the

audi

t

3.

Be

able

to c

ondu

ct

qual

ity a

udits

3.1

Confi

rm th

at a

ny p

revi

ousl

y ag

reed

act

ions

hav

e be

en im

plem

ente

d

3.2

Anal

yse

info

rmat

ion

agai

nst a

gree

d qu

ality

crit

eria

3.3

Iden

tify

inst

ance

s w

here

bus

ines

s pr

oces

ses,

qua

lity

stan

dard

s an

d/or

pro

cedu

res

coul

d be

impr

oved

3.4

Agre

e ac

tions

and

tim

esca

les

that

will

rem

edy

non-

conf

orm

ance

or

non-

com

plia

nce

Uni

t 1

8

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right

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e IQ

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Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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e IQ

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ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

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atur

e:

D

ate:

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ate:

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Page 59: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Man

age

a bu

dget

Leve

l4

Cre

dit

4

Uni

t ac

cred

itatio

n no

.A/

506/

1995

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

how

to

iden

tify

finan

cial

re

quire

men

ts

1.1

Exp

lain

how

to c

alcu

late

the

estim

ated

cos

ts o

f act

iviti

es, r

esou

rces

and

ov

erhe

ads

need

ed to

ach

ieve

obj

ectiv

es

1.2

Ana

lyse

the

com

pone

nts

of a

bus

ines

s ca

se to

mee

t org

anis

atio

nal r

equi

rem

ents

1.3

Ana

lyse

the

fact

ors

to b

e ta

ken

into

acc

ount

to s

ecur

e th

e su

ppor

t of s

take

hold

ers

1.4

Des

crib

e th

e bu

sine

ss p

lann

ing

and

budg

et-s

ettin

g cy

cle

2.

Und

erst

and

how

to s

et

budg

ets

2.1

Exp

lain

the

purp

oses

of b

udge

t-se

tting

2.2

Ana

lyse

the

info

rmat

ion

need

ed to

ena

ble

real

istic

bud

gets

to b

e se

t

2.3

Exp

lain

how

to a

ddre

ss c

ontin

genc

ies

2.4

Exp

lain

org

anis

atio

nal p

olic

ies

and

proc

edur

es o

n bu

dget

-set

ting

3.

Be

able

to m

anag

e a

budg

et3.

1 U

se th

e bu

dget

to c

ontro

l per

form

ance

and

exp

endi

ture

3.2

Iden

tify

the

caus

e of

var

iatio

ns fr

om b

udge

t

3.3

Exp

lain

the

actio

ns to

be

take

n to

add

ress

var

iatio

ns fr

om b

udge

t

3.4

Pro

pose

rea

listic

rev

isio

ns to

bud

get,

supp

ortin

g re

com

men

datio

ns w

ith e

vide

nce

Uni

t 1

9

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right

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e IQ

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3.5

Pro

vide

bud

get-

rela

ted

repo

rts

and

info

rmat

ion

with

in a

gree

d tim

esca

les

3.6

Exp

lain

the

actio

ns to

be

take

n in

the

even

t of s

uspe

cted

inst

ance

s of

frau

d or

m

alpr

actic

e

4.

Be

able

to e

valu

ate

the

use

of a

bud

get

4.1

Iden

tify

succ

esse

s an

d ar

eas

for

impr

ovem

ent i

n bu

dget

man

agem

ent

4.2

Mak

e re

com

men

datio

ns to

impr

ove

futu

re b

udge

t set

ting

and

man

agem

ent

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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e IQ

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0

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ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

IV’s

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natu

re:

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ate:

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right

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e IQ

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1

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Title

Man

age

a pr

ojec

t

Leve

l4

Cre

dit

7

Uni

t ac

cred

itatio

n no

.R

/506

/199

9

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

man

agem

ent o

f a

proj

ect

1.1

Exp

lain

how

to c

arry

out

a c

ost-

bene

fit a

naly

sis

for

a pr

ojec

t

1.2

Eva

luat

e th

e us

e of

ris

k an

alys

is te

chni

ques

1.3

Eva

luat

e pr

ojec

t pla

nnin

g an

d m

anag

emen

t too

ls a

nd te

chni

ques

1.4

Eva

luat

e th

e im

pact

of c

hang

es to

pro

ject

sco

pe, s

ched

ule,

fina

nce,

ris

k, q

ualit

y an

d re

sour

ces

1.5

Ana

lyse

the

requ

irem

ents

of p

roje

ct g

over

nanc

e ar

rang

emen

ts

2.

Be

able

to p

lan

a pr

ojec

t2.

1 A

naly

se h

ow a

pro

ject

fits

with

an

orga

nisa

tion’

s ov

eral

l vis

ion,

obj

ectiv

es, p

lans

an

d pr

ogra

mm

es o

f wor

k

2.2

Agr

ee th

e ob

ject

ives

and

sco

pe o

f pro

pose

d pr

ojec

ts w

ith s

take

hold

ers

2.3

Ass

ess

the

inte

rdep

ende

ncie

s an

d po

tent

ial r

isks

with

in a

pro

ject

2.4

Dev

elop

a p

roje

ct p

lan

with

spe

cific

, mea

sura

ble,

ach

ieva

ble,

rea

listic

and

tim

e-bo

und

(SM

ART)

obj

ectiv

es, k

ey p

erfo

rman

ce in

dica

tors

(K

PIs)

and

eva

luat

ions

m

echa

nism

s ap

prop

riate

to th

e pl

an

2.5

Dev

elop

pro

port

iona

te a

nd ta

rget

ed p

lans

to m

anag

e id

entifi

ed r

isks

and

co

ntin

genc

ies

2.6

App

ly p

roje

ct li

fecy

cle

appr

oach

es to

the

prog

ress

of a

pro

ject

Uni

t 2

0

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right

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3.

Be

able

to m

anag

e a

proj

ect

3.1

Allo

cate

res

ourc

es in

acc

orda

nce

with

the

proj

ect p

lan

3.2

Brie

f pro

ject

team

mem

bers

on

thei

r ro

les

and

resp

onsi

bilit

ies

3.3

Impl

emen

t pla

ns w

ithin

agr

eed

budg

ets

and

times

cale

s

3.4

Com

mun

icat

e th

e re

quire

men

ts o

f the

pla

ns to

thos

e w

ho w

ill b

e af

fect

ed

3.5

Rev

ise

plan

s in

the

light

of c

hang

ing

circ

umst

ance

s in

acc

orda

nce

with

pro

ject

ob

ject

ives

and

iden

tified

ris

ks

3.6

Kee

p st

akeh

olde

rs u

p to

dat

e w

ith d

evel

opm

ents

and

pro

blem

s

3.7

Com

plet

e cl

ose-

out a

ctio

ns in

acc

orda

nce

with

pro

ject

pla

ns

3.8

Adh

ere

to o

rgan

isat

iona

l pol

icie

s an

d pr

oced

ures

, leg

al a

nd e

thic

al r

equi

rem

ents

w

hen

man

agin

g a

proj

ect

4.

Be

able

to e

valu

ate

the

effe

ctiv

enes

s of

a

proj

ect

4.1

Con

duct

per

iodi

c re

view

s of

the

prog

ress

and

effe

ctiv

enes

s of

a p

roje

ct u

sing

in

form

atio

n fro

m a

ran

ge o

f sou

rces

4.2

Eva

luat

e th

e ef

fect

iven

ess

of c

aptu

ring

and

man

agin

g pr

ojec

t-re

late

d kn

owle

dge

4.3

Rep

ort o

n th

e ef

fect

iven

ess

of p

lans

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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017

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e IQ

Ltd

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resa

le

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3

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ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

IV’s

sig

natu

re:

D

ate:

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right

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e IQ

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resa

le

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4

Page 65: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Man

age

busi

ness

ris

k

Leve

l4

Cre

dit

6

Uni

t ac

cred

itatio

n no

.L/

506/

2004

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

man

agem

ent o

f bu

sine

ss r

isk

1.1

Exp

lain

wha

t is

mea

nt b

y bu

sine

ss r

isk

1.2

Ana

lyse

bus

ines

s ris

k id

entifi

catio

n th

eorie

s an

d m

odel

s

1.3

Exp

lain

mea

sure

s an

d te

chni

ques

to m

itiga

te b

usin

ess

risk

1.4

Exp

lain

thei

r ow

n le

vel o

f aut

horit

y in

man

agin

g ris

k

2.

Be

able

to a

ddre

ss

busi

ness

ris

k2.

1 M

onito

r w

ork

in li

ne w

ith o

rgan

isat

iona

l ris

k pr

oced

ures

2.2

Iden

tify

pote

ntia

l ris

ks u

sing

agr

eed

risk

crite

ria

2.3

Ass

ess

iden

tified

ris

ks, t

heir

pote

ntia

l con

sequ

ence

s an

d th

e pr

obab

ility

of t

hem

ha

ppen

ing

2.4

Com

mun

icat

e to

sta

keho

lder

s th

e lik

elih

ood

of th

e ris

k oc

curr

ing

and

its p

oten

tial

cons

eque

nces

2.5

Exp

lain

org

anis

atio

nal b

usin

ess

risk

man

agem

ent p

olic

ies

Uni

t 2

1

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right

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e IQ

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3.

Be

able

to m

itiga

te

busi

ness

ris

k3.

1 D

evel

op r

isk

man

agem

ent p

lans

and

pro

cess

es th

at a

re p

ropo

rtio

nate

to th

e ris

k an

d th

e av

aila

ble

reso

urce

s

3.2

Impl

emen

t ris

k m

anag

emen

t pla

ns in

acc

orda

nce

with

org

anis

atio

nal

requ

irem

ents

3.3

Mon

itor

on-g

oing

ris

k-re

late

d de

velo

pmen

ts a

nd a

men

d pl

ans

in th

e lig

ht o

f ch

angi

ng c

ircum

stan

ces

3.4

Kee

p st

akeh

olde

rs in

form

ed o

f any

dev

elop

men

ts a

nd th

eir

poss

ible

co

nseq

uenc

es

3.5

Eva

luat

e th

e ef

fect

iven

ess

of a

ctio

ns ta

ken,

iden

tifyi

ng p

ossi

ble

futu

re

impr

ovem

ents

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

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e IQ

Ltd

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resa

le

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6

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ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

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natu

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ate:

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e IQ

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Title

Man

age

know

ledg

e in

an

orga

nisa

tion

Leve

l4

Cre

dit

5

Uni

t ac

cred

itatio

n no

.A/

506/

2032

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es

of k

now

ledg

e m

anag

emen

t

1.1

Expl

ain

the

conc

ept,

scop

e an

d im

port

ance

of k

now

ledg

e m

anag

emen

t

1.2

Expl

ain

the

conc

ept o

f int

elle

ctua

l pro

pert

y

1.3

Iden

tify

the

busi

ness

driv

ers

that

lead

to e

ffect

ive

know

ledg

e m

anag

emen

t

1.4

Expl

ain

the

risks

ass

ocia

ted

with

kno

wle

dge

man

agem

ent a

nd th

eir

pote

ntia

l im

plic

atio

ns

1.5

Expl

ain

the

impo

rtan

ce o

f eng

agin

g ot

hers

and

com

mun

icat

ing

know

ledg

e m

anag

emen

t iss

ues

and

activ

ities

1.6

Expl

ain

best

pra

ctic

e pr

inci

ples

and

tech

niqu

es fo

r ef

fect

ive

know

ledg

e m

anag

emen

t

1.7

Des

crib

e st

rate

gies

to m

anag

e ta

cit a

nd e

xplic

it kn

owle

dge

2.

Be

able

to id

entif

y kn

owle

dge

to b

e m

anag

ed w

ithin

an

orga

nisa

tion

2.1

Iden

tify

the

crite

ria a

gain

st w

hich

kno

wle

dge

will

be

man

aged

2.2

Enga

ge c

olle

ague

s in

iden

tifyi

ng th

e kn

owle

dge

to b

e m

anag

ed

Uni

t 2

2

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right

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3.

Be

able

to m

anag

e kn

owle

dge

with

in a

n or

gani

satio

n

3.1

Impl

emen

t act

ions

in a

ccor

danc

e w

ith th

e kn

owle

dge

man

agem

ent p

lan

3.2

Adhe

re to

sec

urity

pro

cess

es fo

r th

e co

llect

ion,

sto

rage

and

ret

rieva

l of k

now

ledg

e

3.3

Eval

uate

the

exte

nt to

whi

ch c

urre

nt k

now

ledg

e m

anag

emen

t sys

tem

s an

d pr

oces

ses

are

fit fo

r pu

rpos

e

3.4

Rec

omm

end

impr

ovem

ents

to p

roce

sses

and

sys

tem

s to

man

age

know

ledg

e

3.5

Asse

ss th

e lik

ely

impa

ct a

nd im

plic

atio

ns o

f the

loss

of k

now

ledg

e

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

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right

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ssor

feed

back

B

elow

det

ail w

hy,

as t

he a

sses

sor,

you

fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

D

ate:

IV’s

sig

natu

re:

D

ate:

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right

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0

Page 71: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Man

age

redu

ndan

cy a

nd r

edep

loym

ent

Leve

l4

Cre

dit

6

Uni

t ac

cred

itatio

n no

.M

/506

/204

4

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

man

agem

ent o

f re

dund

ancy

1.1

Expl

ain

the

lega

l req

uire

men

ts th

at r

elat

e to

the

man

agem

ent o

f red

unda

ncy

1.2

Expl

ain

the

cond

ition

s re

quire

d fo

r a

redu

ndan

cy a

nd th

eir

impl

icat

ions

1.3

Expl

ain

poss

ible

way

s of

avo

idin

g re

dund

anci

es

1.4

Expl

ain

the

fact

ors

invo

lved

in id

entif

ying

the

pool

for

redu

ndan

cy s

elec

tion

1.5

Expl

ain

the

fact

ors

invo

lved

in d

evel

opin

g an

app

eals

pro

cess

1.6

Expl

ain

the

proc

ess

for

plan

ning

and

man

agin

g a

redu

ndan

cy

1.7

Eval

uate

the

impl

icat

ions

of v

olun

tary

and

com

puls

ory

redu

ndan

cy o

n in

divi

dual

s

1.8

Eval

uate

the

impl

icat

ions

of v

olun

tary

and

com

puls

ory

redu

ndan

cy fo

r or

gani

satio

ns

1.9

Eval

uate

the

type

of i

nfor

mat

ion

requ

ired

by s

taff

who

are

ret

aine

d

1.10

Eva

luat

e th

e ty

pe o

f inf

orm

atio

n re

quire

d by

sta

ff w

ho a

re m

ade

redu

ndan

t

1.11

Ass

ess

the

role

of o

utpl

acem

ent i

n re

dund

ancy

Uni

t 2

3

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right

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2.

Und

erst

and

the

prin

cipl

es o

f re

depl

oym

ent

2.1

Expl

ain

the

conc

ept o

f red

eplo

ymen

t

2.2

Expl

ain

the

lega

l req

uire

men

ts th

at r

elat

e to

the

man

agem

ent o

f red

eplo

ymen

t

2.3

Expl

ain

the

proc

ess

for

plan

ning

and

man

agin

g a

rede

ploy

men

t

2.4

Eval

uate

the

type

of i

nfor

mat

ion

requ

ired

by s

taff

who

are

ret

aine

d

2.5

Eval

uate

the

type

of i

nfor

mat

ion

requ

ired

by s

taff

who

are

red

eplo

yed

2.6

Eval

uate

the

bene

fits

and

limita

tions

to a

n or

gani

satio

n of

red

eplo

ymen

t

2.7

Asse

ss th

e ro

le o

f pro

ject

man

agem

ent t

echn

ique

s in

the

man

agem

ent o

f re

depl

oym

ent

3.

Be

able

to m

anag

e a

redu

ndan

cy3.

1 Ev

alua

te th

e av

aila

ble

optio

ns fo

r av

oidi

ng a

red

unda

ncy

and

thei

r im

plic

atio

ns

3.2

Dev

elop

a r

edun

danc

y pl

an a

nd ti

met

able

that

add

ress

es r

edun

danc

y ob

ject

ives

3.3

Take

act

ion

to e

nsur

e th

at r

edun

danc

y pa

ymen

ts a

re c

alcu

late

d ac

cura

tely

3.4

Use

an

appr

opria

te m

etho

d fo

r co

mm

unic

atin

g th

e ou

tcom

e of

a r

edun

danc

y de

cisi

on

3.5

Mak

e ag

reed

sup

port

ser

vice

s av

aila

ble

to th

ose

who

hav

e be

en m

ade

redu

ndan

t

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4.

Be

able

to m

anag

e th

e re

depl

oym

ent o

f sta

ff4.

1 Ex

plai

n to

red

eplo

yees

the

reas

ons,

pur

pose

and

ben

efits

of r

edep

loym

ent

4.2

Dev

elop

a r

edep

loym

ent p

lan

that

add

ress

es a

gree

d ob

ject

ives

4.3

Use

an

appr

opria

te m

etho

d fo

r co

mm

unic

atin

g ab

out r

edep

loym

ent

4.4

Mak

e ag

reed

sup

port

ser

vice

s av

aila

ble

to th

ose

bein

g re

depl

oyed

4.5

Adhe

re to

org

anis

atio

nal p

olic

ies

and

proc

edur

es, l

egal

and

eth

ical

req

uire

men

ts

for

the

rede

ploy

men

t of s

taff

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

may

be

used

for

all a

sses

smen

t crit

eria

in le

arni

ng o

utco

mes

3 a

nd 4

if n

o na

tura

lly o

ccur

ring

evid

ence

is a

vaila

ble.

Supp

lem

enta

ry e

vide

nce

Supp

lem

enta

ry e

vide

nce

such

as

ques

tioni

ng m

ay b

e us

ed fo

r al

l ass

essm

ent c

riter

ia in

lear

ning

out

com

es 3

and

4 if

no

natu

rally

occ

urrin

g ev

iden

ce is

ava

ilabl

e.

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ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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e IQ

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Uni

t 2

4

Title

Lead

the

deve

lopm

ent o

f a q

ualit

y st

rate

gy

Leve

l7

Cre

dit

4

Uni

t ac

cred

itatio

n no

.J/

506/

2101

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es

unde

rpin

ning

the

deve

lopm

ent o

f a

qual

ity s

trate

gy

1.1

Defi

ne th

e sc

ope

of q

ualit

y

1.2

Dis

tingu

ish

betw

een

qual

ity m

anag

emen

t, qu

ality

ass

uran

ce, q

ualit

y co

ntro

l and

qu

ality

impr

ovem

ent

1.3

Eval

uate

a r

ange

of a

ppro

ache

s to

qua

lity

man

agem

ent a

nd th

e pr

inci

ples

on

whi

ch th

ey a

re b

uilt

1.4

Anal

yse

the

deve

lopm

ent o

f qua

lity

man

agem

ent p

rinci

ples

1.5

Eval

uate

the

requ

irem

ents

of a

ran

ge o

f qua

lity

stan

dard

s

2.

Be

able

to d

evel

op a

qu

ality

stra

tegy

2.1

Iden

tify

the

scop

e of

a q

ualit

y st

rate

gy

2.2

Dev

ise

a st

rate

gy th

at is

cap

able

of a

ssur

ing

and

cont

rolli

ng th

e qu

ality

of w

ork

to

agre

ed s

tand

ards

2.3

Spec

ify s

tand

ards

, pro

cess

es a

nd p

roto

cols

that

sup

port

the

mai

nten

ance

of

qual

ity s

tand

ards

2.4

Eval

uate

the

use

of te

chno

logy

to m

anag

e qu

ality

for

diffe

rent

pur

pose

s

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right

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3.

Be

able

to m

anag

e qu

ality

3.1

Impl

emen

t sys

tem

s an

d pr

oced

ures

that

are

cap

able

of m

onito

ring

qual

ity

stan

dard

s

3.2

Eval

uate

the

capa

bilit

y an

d ca

paci

ty o

f sys

tem

s to

mee

t cur

rent

and

pre

dict

ed

qual

ity n

eeds

3.3

Sele

ct te

chno

logi

es a

nd s

uppl

iers

that

are

cap

able

of m

eetin

g cu

rren

t and

like

ly

futu

re q

ualit

y ne

eds

with

in c

onst

rain

ts

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 7

6

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

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017

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e IQ

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resa

le |

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Title

Lead

the

deve

lopm

ent o

f a c

ontin

uous

impr

ovem

ent s

trate

gy

Leve

l7

Cre

dit

5

Uni

t ac

cred

itatio

n no

.F/

506/

2114

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es

unde

rpin

ning

th

e de

velo

pmen

t of

a c

ontin

uous

im

prov

emen

t stra

tegy

1.1

Defi

ne th

e sc

ope

of c

ontin

uous

impr

ovem

ent a

nd it

s re

latio

nshi

p w

ith o

ther

sy

stem

s

1.2

Dis

tingu

ish

betw

een

cont

inuo

us a

nd c

ontin

ual i

mpr

ovem

ent

1.3

Eval

uate

a r

ange

of a

ppro

ache

s to

con

tinuo

us im

prov

emen

t and

the

prin

cipl

es o

n w

hich

they

are

bui

lt

1.4

Eval

uate

the

impl

icat

ions

of s

taff

invo

lvem

ent i

n co

ntin

uous

impr

ovem

ent

1.5

Anal

yse

the

deve

lopm

ent o

f con

tinuo

us im

prov

emen

t

2.

Be

able

to d

evel

op

a co

ntin

uous

im

prov

emen

t stra

tegy

2.1

Iden

tify

the

scop

e of

a c

ontin

uous

impr

ovem

ent s

trate

gy

2.2

Dev

ise

a st

rate

gy th

at is

cap

able

of e

valu

atin

g bu

sine

ss p

erfo

rman

ce a

nd

iden

tifyi

ng a

reas

that

cou

ld b

e im

prov

ed

2.3

Esta

blis

h va

lid m

easu

res

for

eval

uatin

g bu

sine

ss p

erfo

rman

ce

2.4

Esta

blis

h sy

stem

s fo

r co

llect

ing

and

asse

ssin

g in

form

atio

n on

bus

ines

s pe

rfor

man

ce

2.5

Fost

er a

cul

ture

whe

re p

eopl

e ar

e en

cour

aged

to m

ake

sugg

estio

ns fo

r im

prov

emen

t

Uni

t 2

5

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right

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3.

Be

able

to m

anag

e co

ntin

uous

im

prov

emen

t

3.1

Impl

emen

t sys

tem

s an

d pr

oced

ures

that

are

cap

able

of m

easu

ring

busi

ness

pe

rfor

man

ce

3.2

Ben

chm

ark

perf

orm

ance

aga

inst

his

toric

al d

ata,

oth

er c

ompa

rabl

e or

gani

satio

ns

3.3

Take

act

ion

to e

nsur

e th

at k

now

ledg

e an

d un

ders

tand

ing

is fe

d in

to th

e kn

owle

dge

man

agem

ent s

yste

m

3.4

Take

act

ion

to e

nsur

e th

at im

prov

emen

ts m

ade

alig

n w

ith b

usin

ess

obje

ctiv

es a

nd

valu

es

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

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right

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e IQ

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ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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e IQ

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resa

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Page 81: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Man

age

stra

tegi

c m

arke

ting

activ

ities

Leve

l5

Cre

dit

7

Uni

t ac

cred

itatio

n no

.L/

506/

2293

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

stra

tegi

c m

anag

emen

t of

mar

ketin

g ac

tiviti

es

1.1

Anal

yse

conc

epts

und

erpi

nnin

g st

rate

gic

mar

ketin

g in

bus

ines

s pr

actic

e

1.2

Asse

ss th

e sc

ope

of s

trate

gic

mar

ketin

g ac

tiviti

es a

nd h

ow th

ey a

ffect

a b

usin

ess

1.3

Eval

uate

the

rela

tions

hip

betw

een

the

mar

ketin

g an

d ot

her

busi

ness

func

tions

1.4

Anal

yse

the

plan

ning

prin

cipl

es in

volv

ed in

dev

elop

ing

a m

arke

ting

stra

tegy

1.5

Anal

yse

a ra

nge

of to

ols

to e

valu

ate

a st

rate

gic

mar

ketin

g pl

an

1.6

Expl

ain

the

adva

ntag

es a

nd li

mita

tions

of a

ran

ge o

f mar

ketin

g st

rate

gies

2.

Be

able

to e

valu

ate

a m

arke

t2.

1 Ev

alua

te e

xist

ing

and

pote

ntia

l mar

kets

aga

inst

agr

eed

stra

tegi

c cr

iteria

2.2

Iden

tify

feat

ures

of a

ctua

l and

pot

entia

l offe

rings

thro

ugh

an e

valu

atio

n of

co

mpe

titor

s’ p

rodu

cts

and/

or s

ervi

ces

Uni

t 2

6

Copy

right

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017

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e IQ

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resa

le

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1

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3.

Be

able

to d

evel

op

a m

arke

ting

com

mun

icat

ions

st

rate

gy a

nd p

lan

3.1

Eval

uate

a r

ange

of m

arke

ting

com

mun

icat

ions

fram

ewor

ks

3.2

Defi

ne m

arke

ting

mes

sage

s th

at a

re c

onsi

sten

t with

stra

tegi

c ob

ject

ives

, or

gani

satio

nal c

ultu

re a

nd v

alue

s

3.3

Spec

ify c

omm

unic

atio

ns m

edia

that

are

like

ly to

rea

ch th

e id

entifi

ed ta

rget

cu

stom

ers

3.4

Inte

grat

e m

arke

ting

com

mun

icat

ions

with

in o

pera

tiona

l pro

cess

es

4.

Be

able

to m

anag

e st

rate

gic

mar

ketin

g ac

tiviti

es

4.1

Set p

ricin

g st

rate

gies

that

are

con

sist

ent w

ith o

rgan

isat

iona

l stra

tegy

, obj

ectiv

es

and

valu

es a

nd w

hich

opt

imis

e th

e po

tent

ial f

or s

ales

4.2

Man

age

the

impl

emen

tatio

n of

mar

ketin

g st

rate

gies

, pla

ns a

nd a

ctiv

ities

in

acco

rdan

ce w

ith o

rgan

isat

iona

l pol

icie

s, v

alue

s an

d pr

iorit

ies

4.3

Mon

itor

the

perf

orm

ance

of p

rodu

cts

and/

or s

ervi

ces

and

subc

ontra

ctor

s ag

ains

t ag

reed

suc

cess

crit

eria

4.4

Adap

t mar

ketin

g st

rate

gies

, pla

ns a

nd a

ctiv

ities

in th

e lig

ht o

f fee

dbac

k an

d/or

ch

angi

ng c

ircum

stan

ces

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

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e IQ

Ltd

. Not

for

resa

le

| 8

2

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

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017

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e IQ

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resa

le |

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Page 84: Level 5 NVQ Diploma in Management and Leadership - … · Level 5 NVQ Diploma in Management and Leadership – Complete . Learner Achievement. Portfolio. Version AIQ004461. Qualification

Title

Man

age

the

impa

ct o

f wor

k ac

tiviti

es o

n th

e en

viro

nmen

t

Leve

l4

Cre

dit

4

Uni

t ac

cred

itatio

n no

.J/

506/

2907

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

how

to s

uppo

rt

envi

ronm

enta

lly-

frien

dly

wor

king

pr

actic

es

1.1

Expl

ain

how

to c

arry

out

an

envi

ronm

enta

l im

pact

ana

lysi

s

1.2

Com

pare

sou

rces

of s

peci

alis

t adv

ice

on e

nviro

nmen

tally

-frie

ndly

wor

king

pr

actic

es

1.3

Anal

yse

the

busi

ness

and

env

ironm

enta

l ben

efits

of e

ffect

ive

ener

gy m

anag

emen

t po

licie

s

1.4

Expl

ain

the

heal

th a

nd s

afet

y re

quire

men

ts fo

r th

e us

e an

d di

spos

al o

f res

ourc

es

and

was

te

2.

Be

able

to o

rgan

ise

wor

k so

as

to

min

imis

e th

e im

pact

on

the

envi

ronm

ent

2.1

Anal

yse

pote

ntia

lly a

dver

se e

ffect

s on

the

envi

ronm

ent c

ause

d by

wor

k ac

tiviti

es

2.2

Eval

uate

the

effe

ctiv

enes

s of

met

hods

of i

mpr

ovin

g en

viro

nmen

tal s

usta

inab

ility

in

an

orga

nisa

tion

2.3

Impl

emen

t pla

ns a

nd p

roce

dure

s to

ada

pt w

ork

prac

tices

to m

ake

them

mor

e en

viro

nmen

tally

-frie

ndly

2.4

Dev

elop

a s

yste

m fo

r co

lleag

ues

to r

ecom

men

d im

prov

emen

ts to

mak

e w

ork

prac

tices

mor

e en

viro

nmen

tally

-frie

ndly

Uni

t 2

7

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 8

4

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Title

Man

age

the

impa

ct o

f wor

k ac

tiviti

es o

n th

e en

viro

nmen

t

Leve

l4

Cre

dit

4

Uni

t ac

cred

itatio

n no

.J/

506/

2907

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

how

to s

uppo

rt

envi

ronm

enta

lly-

frien

dly

wor

king

pr

actic

es

1.1

Expl

ain

how

to c

arry

out

an

envi

ronm

enta

l im

pact

ana

lysi

s

1.2

Com

pare

sou

rces

of s

peci

alis

t adv

ice

on e

nviro

nmen

tally

-frie

ndly

wor

king

pr

actic

es

1.3

Anal

yse

the

busi

ness

and

env

ironm

enta

l ben

efits

of e

ffect

ive

ener

gy m

anag

emen

t po

licie

s

1.4

Expl

ain

the

heal

th a

nd s

afet

y re

quire

men

ts fo

r th

e us

e an

d di

spos

al o

f res

ourc

es

and

was

te

2.

Be

able

to o

rgan

ise

wor

k so

as

to

min

imis

e th

e im

pact

on

the

envi

ronm

ent

2.1

Anal

yse

pote

ntia

lly a

dver

se e

ffect

s on

the

envi

ronm

ent c

ause

d by

wor

k ac

tiviti

es

2.2

Eval

uate

the

effe

ctiv

enes

s of

met

hods

of i

mpr

ovin

g en

viro

nmen

tal s

usta

inab

ility

in

an

orga

nisa

tion

2.3

Impl

emen

t pla

ns a

nd p

roce

dure

s to

ada

pt w

ork

prac

tices

to m

ake

them

mor

e en

viro

nmen

tally

-frie

ndly

2.4

Dev

elop

a s

yste

m fo

r co

lleag

ues

to r

ecom

men

d im

prov

emen

ts to

mak

e w

ork

prac

tices

mor

e en

viro

nmen

tally

-frie

ndly

3.

Be

able

to m

anag

e th

e en

viro

nmen

tal i

mpa

ct

of th

e us

e of

res

ourc

es

3.1

Expl

ain

whe

n to

obt

ain

spec

ialis

t env

ironm

enta

l man

agem

ent a

dvic

e

3.2

Expl

ain

whe

re to

see

k sp

ecia

list e

nviro

nmen

tal m

anag

emen

t adv

ice

3.3

Det

erm

ine

the

envi

ronm

enta

l im

pact

of t

he u

se o

f diff

eren

t phy

sica

l res

ourc

es

3.4

Dev

elop

pro

cedu

res

for

the

disp

osal

of w

aste

and

unw

ante

d re

sour

ces

in a

way

th

at m

inim

ises

the

impa

ct o

n th

e en

viro

nmen

t

3.5

Eval

uate

the

effe

ctiv

enes

s of

org

anis

atio

nal e

nviro

nmen

tal p

olic

ies

and

proc

edur

es

3.6

Adhe

re to

org

anis

atio

nal p

olic

ies

and

proc

edur

es, l

egal

and

eth

ical

req

uire

men

ts

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 8

5

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

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017

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e IQ

Ltd

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for

resa

le |

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Title

Rec

ruitm

ent,

sele

ctio

n an

d in

duct

ion

prac

tice

Leve

l4

Cre

dit

6

Uni

t ac

cred

itatio

n no

.R

/506

/290

9

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es a

nd

theo

ries

unde

rpin

ning

re

crui

tmen

t, se

lect

ion

and

indu

ctio

n pr

actic

e

1.1

Exp

lain

wor

kfor

ce p

lann

ing

tech

niqu

es

1.2

Des

crib

e th

e in

form

atio

n ne

eded

to id

entif

y re

crui

tmen

t req

uire

men

ts

1.3

Ass

ess

the

impa

ct o

f an

orga

nisa

tion’

s st

ruct

ure

and

cultu

re o

n its

rec

ruitm

ent

and

sele

ctio

n po

licie

s an

d pr

actic

es

1.4

Ana

lyse

the

fact

ors

invo

lved

in e

stab

lishi

ng r

ecru

itmen

t and

sel

ectio

n cr

iteria

1.5

Eva

luat

e th

e su

itabi

lity

of d

iffer

ent r

ecru

itmen

t and

sel

ectio

n m

etho

ds fo

r di

ffere

nt

role

s

1.6

Ana

lyse

pat

tern

s of

em

ploy

men

t tha

t affe

ct th

e re

crui

tmen

t of s

taff

1.7

Exp

lain

the

fact

ors

to b

e ta

ken

into

acc

ount

whe

n de

velo

ping

job

spec

ifica

tions

, pe

rson

al s

peci

ficat

ions

and

job

adve

rtis

emen

ts

1.8

Exp

lain

the

indu

ctio

n pr

oces

s

1.9

Exp

lain

the

rela

tions

hip

betw

een

hum

an r

esou

rce

proc

esse

s an

d th

e in

duct

ion

proc

esse

s

Uni

t 2

8

Copy

right

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017

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e IQ

Ltd

. Not

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resa

le

| 8

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2.

Be

able

to r

ecru

it pe

ople

into

an

orga

nisa

tion

2.1

Det

erm

ine

curr

ent s

taffi

ng n

eeds

2.2

Iden

tify

curr

ent s

kills

nee

ds fr

om id

entifi

ed s

taffi

ng n

eeds

2.3

Iden

tify

futu

re w

orkf

orce

nee

ds

2.4

Dev

elop

a r

esou

rcin

g pl

an th

at a

ddre

sses

iden

tified

nee

ds w

ithin

bud

geta

ry

limita

tions

2.5

Eva

luat

e th

e co

st-e

ffect

iven

ess

of d

iffer

ent m

etho

ds o

f rec

ruitm

ent f

or a

n id

entifi

ed r

ole

2.6

Exp

lain

how

rec

ruitm

ent p

olic

ies

and

prac

tices

mee

t leg

al a

nd e

thic

al

requ

irem

ents

2.7

Sel

ect t

he m

ost a

ppro

pria

te m

etho

d of

rec

ruitm

ent f

or id

entifi

ed r

oles

3.

Be

able

to s

elec

t ap

prop

riate

peo

ple

for

the

role

3.1

Pla

n as

sess

men

t pro

cess

es th

at a

re v

alid

and

rel

iabl

e

3.2

Pro

vide

thos

e in

volv

ed in

the

sele

ctio

n pr

oces

s w

ith s

uffic

ient

info

rmat

ion

to

enab

le th

em to

mak

e in

form

ed d

ecis

ions

3.3

Jus

tify

asse

ssm

ent d

ecis

ions

with

evi

denc

e

3.4

Info

rm a

pplic

ants

of t

he o

utco

me

of th

e pr

oces

s in

line

with

org

anis

atio

nal

proc

edur

es

3.5

Eva

luat

e th

e ef

fect

iven

ess

of th

e se

lect

ion

proc

ess

3.6

Adh

ere

to o

rgan

isat

iona

l pol

icie

s an

d pr

oced

ures

, leg

al a

nd e

thic

al r

equi

rem

ents

w

hen

carr

ying

out

sel

ectio

n as

sess

men

ts

Copy

right

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017

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e IQ

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resa

le

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4.

Be

able

to in

duct

pe

ople

into

an

orga

nisa

tion

4.1

Dev

elop

indu

ctio

n m

ater

ials

that

mee

t ope

ratio

nal a

nd n

ew s

tart

ers’

nee

ds

4.2

Exp

lain

to n

ew s

tart

ers

orga

nisa

tiona

l pol

icie

s, p

roce

dure

s an

d st

ruct

ures

4.3

Exp

lain

to n

ew s

tart

ers

thei

r ro

le a

nd r

espo

nsib

ilitie

s

4.4

Exp

lain

to n

ew s

tart

ers

thei

r en

title

men

ts a

nd w

here

to g

o fo

r he

lp

4.5

Ass

ess

new

sta

rter

s’ tr

aini

ng n

eeds

4.6

Con

firm

that

trai

ning

is a

vaila

ble

that

mee

ts o

pera

tiona

l and

new

sta

rter

s’ n

eeds

4.7

Pro

vide

sup

port

that

mee

ts n

ew s

tart

ers’

nee

ds th

roug

hout

the

indu

ctio

n pe

riod

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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e IQ

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resa

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ssor

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back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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e IQ

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Title

Lead

the

deve

lopm

ent o

f a k

now

ledg

e m

anag

emen

t stra

tegy

Leve

l7

Cre

dit

7

Uni

t ac

cred

itatio

n no

.D

/506

/295

9

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

prin

cipl

es

unde

rpin

ning

kn

owle

dge

man

agem

ent

1.1

Anal

yse

the

valu

e of

kno

wle

dge

man

agem

ent

1.2

Eval

uate

the

adva

ntag

es a

nd d

isad

vant

ages

of a

ran

ge o

f mod

els

of k

now

ledg

e m

anag

emen

t

1.3

Asse

ss th

e ro

le o

f sta

ff in

the

deve

lopm

ent o

f a k

now

ledg

e m

anag

emen

t stra

tegy

1.4

Asse

ss th

e na

ture

of k

now

ledg

e m

anag

emen

t as

a st

rate

gic

asse

t

1.5

Char

acte

rise

diffe

rent

kno

wle

dge

man

agem

ent a

ppro

ache

s an

d sc

hool

s of

thou

ght

1.6

Anal

yse

diffe

rent

fram

ewor

ks a

nd d

imen

sion

s of

kno

wle

dge

man

agem

ent a

nd th

e us

e an

d im

plic

atio

ns o

f pus

h an

d pu

ll st

rate

gies

1.7

Anal

yse

the

use

of te

chno

logy

to m

anag

e kn

owle

dge

2.

Be

able

to d

evel

op

a kn

owle

dge

man

agem

ent s

trate

gy

2.1

Iden

tify

the

scop

e fo

r th

e cr

eatio

n, d

evel

opm

ent,

shar

ing

and

trans

fer

of

know

ledg

e

2.2

Take

act

ion

to e

nsur

e th

e st

rate

gy id

entifi

es b

usin

ess-

criti

cal k

now

ledg

e, fa

cilit

ates

th

e cr

eatio

n, m

aint

enan

ce a

nd s

harin

g of

kno

wle

dge

and

addr

esse

s hi

ndra

nces

an

d ris

ks

Uni

t 2

9

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right

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2.3

Take

act

ion

to e

nsur

e th

e st

rate

gy p

rovi

des

a fra

mew

ork

for

addr

essi

ng b

usin

ess-

criti

cal n

eeds

and

add

ress

es a

ll as

pect

s of

an

orga

nisa

tion’

s en

viro

nmen

t

2.4

Spec

ify s

tand

ards

, pro

cess

es a

nd p

roto

cols

that

sup

port

kno

wle

dge

crea

tion,

sh

arin

g an

d pr

otec

tion

3.

Be

able

to m

anag

e kn

owle

dge

3.1

Impl

emen

t sys

tem

s an

d pr

oced

ures

that

pro

tect

inte

llect

ual p

rope

rty

from

un

auth

oris

ed u

se

3.2

Eval

uate

the

capa

bilit

y an

d ca

paci

ty o

f exi

stin

g in

form

atio

n, k

now

ledg

e an

d co

mm

unic

atio

ns s

yste

ms

to m

eet c

urre

nt a

nd p

redi

cted

nee

ds

3.3

Sele

ct te

chno

logi

es a

nd s

uppl

iers

that

are

cap

able

of m

eetin

g cu

rren

t and

like

ly

futu

re in

form

atio

n, k

now

ledg

e an

d co

mm

unic

atio

ns n

eeds

with

in r

equi

red

secu

rity

and

reso

urce

con

stra

ints

4.

Be

able

to p

rom

ote

know

ledg

e m

anag

emen

t

4.1

Enco

urag

e m

anag

ers

to a

ct a

s kn

owle

dge

man

agem

ent r

ole

mod

els

4.2

Use

com

mun

icat

ions

med

ia th

at a

re a

ppro

pria

te to

the

natu

re o

f the

org

anis

atio

n

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 9

2

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

2.3

Take

act

ion

to e

nsur

e th

e st

rate

gy p

rovi

des

a fra

mew

ork

for

addr

essi

ng b

usin

ess-

criti

cal n

eeds

and

add

ress

es a

ll as

pect

s of

an

orga

nisa

tion’

s en

viro

nmen

t

2.4

Spec

ify s

tand

ards

, pro

cess

es a

nd p

roto

cols

that

sup

port

kno

wle

dge

crea

tion,

sh

arin

g an

d pr

otec

tion

3.

Be

able

to m

anag

e kn

owle

dge

3.1

Impl

emen

t sys

tem

s an

d pr

oced

ures

that

pro

tect

inte

llect

ual p

rope

rty

from

un

auth

oris

ed u

se

3.2

Eval

uate

the

capa

bilit

y an

d ca

paci

ty o

f exi

stin

g in

form

atio

n, k

now

ledg

e an

d co

mm

unic

atio

ns s

yste

ms

to m

eet c

urre

nt a

nd p

redi

cted

nee

ds

3.3

Sele

ct te

chno

logi

es a

nd s

uppl

iers

that

are

cap

able

of m

eetin

g cu

rren

t and

like

ly

futu

re in

form

atio

n, k

now

ledg

e an

d co

mm

unic

atio

ns n

eeds

with

in r

equi

red

secu

rity

and

reso

urce

con

stra

ints

4.

Be

able

to p

rom

ote

know

ledg

e m

anag

emen

t

4.1

Enco

urag

e m

anag

ers

to a

ct a

s kn

owle

dge

man

agem

ent r

ole

mod

els

4.2

Use

com

mun

icat

ions

med

ia th

at a

re a

ppro

pria

te to

the

natu

re o

f the

org

anis

atio

n

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

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resa

le |

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Title

Man

age

heal

th a

nd s

afet

y in

ow

n ar

ea o

f res

pons

ibili

ty

Leve

l4

Cre

dit

5

Uni

t ac

cred

itatio

n no

.D

/504

/405

6

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

resp

onsi

bilit

ies

and

liabi

litie

s in

rel

atio

n to

hea

lth a

nd s

afet

y le

gisl

atio

n

1.1

Eval

uate

per

sona

l res

pons

ibili

ties

and

liabi

litie

s un

der

heal

th a

nd s

afet

y le

gisl

atio

n

1.2

Des

crib

e an

org

anis

atio

n’s

resp

onsi

bilit

ies

and

liabi

litie

s un

der

heal

th a

nd s

afet

y le

gisl

atio

n

1.3

Iden

tify

spec

ialis

ts to

con

sult

with

whe

n he

alth

and

saf

ety

issu

es o

utsi

de o

wn

rem

it ar

e id

entifi

ed

2.

Und

erst

and

how

to

asse

ss, m

onito

r an

d m

inim

ise

heal

th a

nd

safe

ty r

isks

in o

wn

area

of r

espo

nsib

ility

2.1

Des

crib

e th

e ty

pes

of h

azar

ds a

nd r

isks

that

may

aris

e in

rel

atio

n to

hea

lth a

nd

safe

ty

2.2

Expl

ain

how

to u

se s

yste

ms

for

iden

tifyi

ng h

azar

ds a

nd a

sses

sing

ris

ks

2.3

Expl

ain

how

to m

onito

r, ev

alua

te a

nd r

epor

t on

heal

th a

nd s

afet

y w

ithin

ow

n ar

ea

of r

espo

nsib

ility

2.4

Des

crib

e th

e ty

pes

of a

ctio

ns w

hich

sho

uld

be u

nder

take

n to

con

trol o

r el

imin

ate

heal

th a

nd s

afet

y ha

zard

s

3.

Be

able

to r

evie

w

heal

th a

nd s

afet

y po

licy

in o

wn

area

of

resp

onsi

bilit

y

3.1

Rev

iew

writ

ten

heal

th a

nd s

afet

y po

licy

agai

nst r

equi

rem

ents

for

own

area

of

resp

onsi

bilit

y

3.2

Com

mun

icat

e an

y re

com

men

datio

ns fo

r ch

ange

s to

hea

lth a

nd s

afet

y po

licy

to

rele

vant

indi

vidu

als

Opt

iona

l gro

up C

Uni

t 3

0

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right

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e IQ

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4.

Be

able

to

com

mun

icat

e he

alth

an

d sa

fety

pol

icy

in o

wn

area

of

resp

onsi

bilit

y

4.1

Com

mun

icat

e w

ritte

n he

alth

and

saf

ety

polic

y to

all

peop

le in

ow

n ar

ea o

f re

spon

sibi

lity

and

othe

r re

leva

nt p

artie

s

4.2

Ensu

re a

ll pe

ople

in o

wn

area

of r

espo

nsib

ility

and

oth

er r

elev

ant p

artie

s un

ders

tand

writ

ten

heal

th a

nd s

afet

y po

licy

5.

Be

able

to m

onito

r he

alth

and

saf

ety

in o

wn

area

of

resp

onsi

bilit

y

5.1

Eval

uate

sys

tem

s fo

r id

entif

ying

and

ass

essi

ng h

ealth

and

saf

ety

haza

rds

and

risks

w

ithin

ow

n ar

ea o

f res

pons

ibili

ty

5.2

Asse

ss w

orki

ng e

nviro

nmen

t with

in o

wn

area

of r

espo

nsib

ility

aga

inst

or

gani

satio

n’s

heal

th a

nd s

afet

y po

licy

5.3

Iden

tify

and

eval

uate

non

-com

plia

nce

with

hea

lth a

nd s

afet

y po

licy

and

prac

tices

w

ithin

ow

n ar

ea o

f res

pons

ibili

ty

5.4

Take

app

ropr

iate

act

ion

to e

limin

ate

or c

ontro

l ide

ntifi

ed h

azar

ds a

nd id

entifi

ed

risks

5.5

Eval

uate

hea

lth a

nd s

afet

y re

quire

men

ts in

pro

ject

or

oper

atio

nal p

lans

with

in

own

area

of r

espo

nsib

ility

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

an

d as

sess

men

t crit

eria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

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ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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e IQ

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Title

Cont

ribut

e to

the

desi

gn a

nd d

evel

opm

ent o

f an

info

rmat

ion

syst

em

Leve

l4

Cre

dit

5

Uni

t ac

cred

itatio

n no

.A/

506/

1950

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

info

rmat

ion

syst

em

desi

gn r

equi

rem

ents

1.1

Ana

lyse

the

requ

irem

ents

, adv

anta

ges

and

limita

tions

of d

iffer

ent w

ays

of s

torin

g an

d m

anag

ing

info

rmat

ion

in a

n or

gani

satio

n

1.2

Ass

ess

the

way

s in

whi

ch in

form

atio

n ca

n be

use

d by

an

orga

nisa

tion

1.3

Eva

luat

e th

e im

plic

atio

ns o

f dat

a pr

otec

tion

requ

irem

ents

for

the

desi

gn o

f an

info

rmat

ion

syst

em

2.

Be

able

to c

ontri

bute

to

the

spec

ifica

tion

of

an in

form

atio

n sy

stem

2.1

Iden

tify

the

user

s an

d st

akeh

olde

rs o

f an

info

rmat

ion

syst

em

2.2

Iden

tify

the

info

rmat

ion

that

will

be

man

aged

with

in a

sys

tem

2.3

Ana

lyse

the

impa

ct o

f bud

geta

ry c

onst

rain

ts o

n th

e de

sign

of a

n in

form

atio

n sy

stem

2.4

Spe

cify

the

func

tiona

lity

of a

sys

tem

that

is c

apab

le o

f del

iver

ing

agre

ed

requ

irem

ents

2.5

Spe

cify

acc

ess

and

secu

rity

rest

rictio

ns a

nd s

yste

ms

that

mee

t the

des

ign

spec

ifica

tion

of a

n in

form

atio

n sy

stem

2.6

Iden

tify

reso

urce

s ne

eded

to im

plem

ent a

nd o

pera

te th

e sy

stem

2.7

Adh

ere

to o

rgan

isat

iona

l pol

icie

s an

d pr

oced

ures

, leg

al a

nd e

thic

al r

equi

rem

ents

w

hen

cont

ribut

ing

to th

e sp

ecifi

catio

n of

an

info

rmat

ion

syst

em

Uni

t 3

1

Copy

right

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017

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e IQ

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3.

Be

able

to r

ecom

men

d op

tions

for

the

deve

lopm

ent o

f an

info

rmat

ion

syst

em

3.1

Eva

luat

e th

e ad

vant

ages

and

lim

itatio

ns o

f pro

prie

tary

and

cus

tom

ised

in

form

atio

n sy

stem

s

3.2

Eva

luat

e th

e ad

vant

ages

and

lim

itatio

ns o

f des

igni

ng a

sys

tem

in-h

ouse

and

co

mm

issi

onin

g a

syst

em fr

om a

n ex

tern

al s

ourc

e

3.3

Iden

tify

the

impl

icat

ions

of t

estin

g in

form

atio

n sy

stem

s be

fore

fina

lisin

g th

e sp

ecifi

catio

n

3.4

Jus

tify

reco

mm

enda

tions

for

the

deve

lopm

ent o

f an

info

rmat

ion

syst

em b

ased

on

an a

naly

sis

of c

ost-

effe

ctiv

enes

s an

d fu

nctio

nalit

y

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

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e IQ

Ltd

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ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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e IQ

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resa

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Title

Man

age

info

rmat

ion

syst

ems

Leve

l4

Cre

dit

6

Uni

t ac

cred

itatio

n no

.F/

506/

1951

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

man

agem

ent o

f in

form

atio

n sy

stem

s

1.1

Exp

lain

the

uses

of a

n in

form

atio

n sy

stem

1.2

Des

crib

e ty

pica

l inf

orm

atio

n sy

stem

inte

rfac

es

1.3

Ana

lyse

the

impl

icat

ions

of s

yste

m u

pdat

es a

nd s

yste

m d

evel

opm

ents

to a

n or

gani

satio

n

1.4

Ana

lyse

the

use

of s

take

hold

ers’

feed

back

on

the

effe

ctiv

enes

s of

an

info

rmat

ion

syst

em

1.5

Eva

luat

e th

e im

plic

atio

ns o

f dat

a pr

otec

tion

requ

irem

ents

for

the

man

agem

ent

and

use

of a

n in

form

atio

n sy

stem

2.

Be

able

to s

et u

p in

form

atio

n sy

stem

pr

oces

ses

2.1

Dev

elop

sta

ndar

d op

erat

ing

proc

edur

es fo

r ad

min

istra

tive

proc

esse

s th

at m

eet

orga

nisa

tiona

l and

lega

l req

uire

men

ts

2.2

Impl

emen

t man

agem

ent p

roce

sses

that

are

cap

able

of i

dent

ifyin

g an

d re

solv

ing

prob

lem

s

2.3

Ana

lyse

use

rs’ t

rain

ing

need

s fo

r an

info

rmat

ion

syst

em

Uni

t 3

2

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right

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017

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e IQ

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3.

Be

able

to m

anag

e an

in

form

atio

n sy

stem

3.1

Mon

itor

the

qual

ity o

f inf

orm

atio

n ag

ains

t agr

eed

key

perf

orm

ance

indi

cato

rs

(KPI

s)

3.2

Upd

ate

info

rmat

ion

syst

ems

in li

ne w

ith b

usin

ess

and

user

s’ n

eeds

3.3

Pro

vide

trai

ning

and

sup

port

in th

e us

e of

info

rmat

ion

syst

ems

to u

sers

and

st

akeh

olde

rs

3.4

Man

age

prob

lem

s in

the

info

rmat

ion

syst

em in

a w

ay th

at m

inim

ises

dis

rupt

ion

to b

usin

ess

3.5

Man

age

prob

lem

s in

the

info

rmat

ion

syst

em in

a w

ay th

at m

inim

ises

dis

rupt

ion

to b

usin

ess

3.6

Mak

e re

com

men

datio

ns fo

r im

prov

emen

ts th

at w

ill e

nhan

ce th

e ef

ficie

ncy

of a

n in

form

atio

n sy

stem

3.7

Adh

ere

to o

rgan

isat

iona

l pol

icie

s an

d pr

oced

ures

, leg

al a

nd e

thic

al r

equi

rem

ents

in

the

man

agem

ent o

f an

info

rmat

ion

syst

em

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

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e IQ

Ltd

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resa

le

| 1

01

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ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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017

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e IQ

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resa

le |

102

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Title

Man

age

even

ts

Leve

l4

Cre

dit

6

Uni

t ac

cred

itatio

n no

.M

/506

/195

9

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

man

agem

ent o

f an

even

t

1.1

Expl

ain

how

org

anis

atio

nal o

bjec

tives

will

be

met

by

an e

vent

1.2

Expl

ain

the

flexi

bilit

ies

and

cons

train

ts o

f an

even

t’s b

udge

t

1.3

Eval

uate

the

use

of p

roje

ct m

anag

emen

t tec

hniq

ues

in e

vent

man

agem

ent

1.4

Anal

yse

how

mod

els

of c

ontin

genc

y an

d cr

isis

man

agem

ent c

an b

e ap

plie

d to

ev

ent m

anag

emen

t

1.5

Anal

yse

the

use

of c

usto

mer

rel

atio

nshi

p m

anag

emen

t (CR

M)

syst

ems

to a

ttrac

t at

tend

ees

1.6

Eval

uate

the

appl

icat

ion

of th

e pr

inci

ples

of l

ogis

tics

to e

vent

man

agem

ent

1.7

Des

crib

e th

e in

sura

nce

requ

irem

ents

of a

n ev

ent

Uni

t 3

3

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right

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e IQ

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resa

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2.

Be

able

to m

anag

e th

e pl

anni

ng o

f an

even

t2.

1 Id

entif

y th

e pu

rpos

e of

an

even

t and

the

key

mes

sage

s to

be

com

mun

icat

ed

2.2

Iden

tify

targ

et a

ttend

ees

for

an e

vent

2.3

Asse

ss th

e im

pact

of a

n ev

ent o

n an

org

anis

atio

n an

d its

sta

keho

lder

s

2.4

Esta

blis

h re

quire

men

ts fo

r re

sour

ces,

loca

tion,

tech

nica

l fac

ilitie

s, la

yout

, hea

lth

and

safe

ty

2.5

Iden

tify

how

eve

nt-r

elat

ed r

isks

and

con

tinge

ncie

s w

ill b

e m

anag

ed

2.6

Dev

elop

an

even

t pla

n th

at s

peci

fies

obje

ctiv

es, s

ucce

ss a

nd e

valu

atio

n cr

iteria

2.7

Mak

e fo

rmal

agr

eem

ents

for

wha

t will

be

prov

ided

, by

who

m a

nd w

hen

2.8

Det

erm

ine

met

hods

of e

ntry

, sec

urity

, acc

ess

and

pric

ing

3.

Be

able

to m

anag

e an

ev

ent

3.1

Man

age

the

allo

catio

n of

res

ourc

es in

acc

orda

nce

with

the

even

t man

agem

ent

plan

3.2

Res

pond

to c

hang

ing

circ

umst

ance

s in

acc

orda

nce

with

con

tinge

ncy

plan

s

3.3

Del

iver

agr

eed

outp

uts

with

in th

e tim

esca

le

3.4

Man

age

inte

rdep

ende

ncie

s, r

isks

and

pro

blem

s in

acc

orda

nce

with

the

even

t m

anag

emen

t pla

n

3.5

Com

ply

with

the

venu

e, in

sura

nce

and

tech

nica

l req

uire

men

ts

3.6

Appl

y th

e pr

inci

ples

and

goo

d pr

actic

e of

cus

tom

er c

are

whe

n m

anag

ing

an e

vent

3.7

Adhe

re to

org

anis

atio

nal p

olic

ies

and

proc

edur

es, l

egal

and

eth

ical

req

uire

men

ts

whe

n m

anag

ing

an e

vent

Copy

right

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017

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e IQ

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resa

le

| 1

04

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4.

Be

able

to fo

llow

up

an

even

t4.

1 En

sure

that

all

post

-eve

nt le

ads

or a

ctio

ns a

re fo

llow

ed u

p

4.2

Opt

imis

e op

port

uniti

es to

take

act

ions

that

are

like

ly to

furt

her

busi

ness

obj

ectiv

es

4.3

Eval

uate

the

effe

ctiv

enes

s of

an

even

t aga

inst

agr

eed

crite

ria

Evi

denc

e R

equi

rem

ents

Ev

iden

ce fo

r th

is u

nit s

houl

d be

gen

erat

ed a

nd c

olle

cted

thro

ugh

perf

orm

ance

und

er w

orkp

lace

con

ditio

ns. T

his

incl

udes

the

know

ledg

e-ba

sed

lear

ning

out

com

es a

nd a

sses

smen

t cr

iteria

.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 1

05

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

© 2

017

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e IQ

Ltd

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for

resa

le |

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Title

Rev

iew

the

qual

ity o

f cus

tom

er s

ervi

ce

Leve

l4

Cre

dit

4

Uni

t ac

cred

itatio

n no

.F/

506/

2176

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

how

to

revi

ew th

e qu

ality

of

cust

omer

ser

vice

1.1

Exp

lain

the

valu

e of

mea

surin

g th

e qu

ality

of c

usto

mer

ser

vice

1.2

Ana

lyse

the

crite

ria fo

r an

d fa

ctor

s in

volv

ed in

set

ting

cust

omer

ser

vice

sta

ndar

ds

1.3

Exp

lain

how

to c

onst

ruct

rep

rese

ntat

ive

sam

ples

1.4

Ana

lyse

met

hods

of v

alid

atin

g in

form

atio

n an

d in

form

atio

n so

urce

s

1.5

Exp

lain

how

to s

et a

nd u

se c

usto

mer

ser

vice

per

form

ance

met

rics

1.6

Exp

lain

the

use

of c

usto

mer

feed

back

in th

e m

easu

rem

ent o

f cus

tom

er s

ervi

ce

1.7

Ana

lyse

the

adva

ntag

es a

nd d

isad

vant

ages

of a

ran

ge o

f dat

a an

alys

is m

etho

ds

Uni

t 3

4

Copy

right

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017

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e IQ

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resa

le

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07

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2.

Be

able

to p

lan

the

mea

sure

men

t of

cust

omer

ser

vice

2.1

Iden

tify

the

feat

ures

of c

usto

mer

ser

vice

aga

inst

whi

ch c

usto

mer

sat

isfa

ctio

n ca

n be

mea

sure

d

2.2

Sel

ect d

ata

colle

ctio

n m

etho

ds th

at a

re v

alid

and

rel

iabl

e

2.3

Spe

cify

mon

itorin

g te

chni

ques

that

mea

sure

cus

tom

er s

atis

fact

ion

2.4

Est

ablis

h ev

alua

tion

obje

ctiv

es a

nd k

ey p

erfo

rman

ce in

dica

tors

(K

PIs)

in th

e m

easu

rem

ent o

f cus

tom

er s

ervi

ce

2.5

Spe

cify

the

info

rmat

ion

to b

e co

llect

ed

3.

Be

able

to e

valu

ate

the

qual

ity o

f cus

tom

er

serv

ice

3.1

Val

idat

e th

e in

form

atio

n co

llect

ed to

iden

tify

usea

ble

data

3.2

Use

info

rmat

ion

anal

ysis

met

hods

that

are

app

ropr

iate

to th

e na

ture

of t

he

info

rmat

ion

colle

cted

3.3

Iden

tify

inst

ance

s of

effe

ctiv

e cu

stom

er s

ervi

ce, s

hort

falls

and

gap

s fro

m th

e in

form

atio

n an

alys

is a

gain

st a

gree

d cr

iteria

3.4

Dev

elop

rec

omm

enda

tions

that

add

ress

iden

tified

are

as fo

r im

prov

emen

t su

ppor

ted

by e

vide

nce

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

an

d as

sess

men

t crit

eria

.Si

mul

atio

nSi

mul

atio

n is

not

allo

wed

.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 1

08

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

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right

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017

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e IQ

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resa

le |

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Uni

t 3

5

Title

Dev

elop

ing

sale

s pr

opos

als

Leve

l4

Cre

dit

5

Uni

t ac

cred

itatio

n no

.A/

502/

8656

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

how

to

writ

e sa

les

prop

osal

s1

1 E

xpla

in h

ow to

writ

e a

prop

osal

that

diff

eren

tiate

s th

e of

fer

from

that

of a

co

mpe

titor

and

pro

mot

es o

rgan

isat

iona

l stre

ngth

s

1.2

Des

crib

e ho

w to

put

toge

ther

a p

ersu

asiv

e ar

gum

ent b

ased

on

qua

ntita

tive

and

qual

itativ

e ev

iden

ce

1.3

Exp

lain

the

impo

rtan

ce o

f add

ress

ing

the

brie

f in

tend

er d

ocum

enta

tion

1.4

Exp

lain

the

impo

rtan

ce o

f usi

ng th

e “h

ouse

sty

le”

in p

ropo

sals

1.5

Exp

lain

the

lega

l and

eth

ical

issu

es r

elat

ing

to s

ales

pro

posa

ls

1.6

Exp

lain

the

clie

nt’s

pro

cedu

res

for

subm

ittin

g sa

les

prop

osal

s

2.

Be

able

to d

evel

op

sale

s pr

opos

als

2.1

Ens

ure

the

pros

pect

’s o

r cu

stom

er’s

req

uire

men

ts a

re a

ddre

ssed

in th

e pr

opos

al

2.2

Ens

ure

that

all

iden

tified

issu

es r

equi

ring

clar

ifica

tion

are

reso

lved

bef

ore

the

prop

osal

is fi

nalis

ed

2.3

Iden

tify

the

cond

ition

s an

d co

nstra

ints

whi

ch n

eed

to b

e in

clud

ed w

ithin

the

prop

osal

in o

rder

to p

rote

ct th

e or

gani

satio

n’s

inte

rest

s

2.4

Pre

sent

the

prop

osal

in “

hous

e st

yle”

2.5

Ens

ure

that

the

prop

osal

is b

ased

on

mar

ket f

acto

rs

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right

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e IQ

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2.6

Pro

vide

the

requ

ired

leve

l of d

etai

l as

brie

fed

by th

e pr

ospe

ct o

r cu

stom

er

2.7

Ens

ure

that

the

pric

e re

flect

s th

e va

lue

with

in th

e pr

opos

al

2.8

Gai

n in

tern

al a

ppro

val b

efor

e su

bmis

sion

2.9

Sup

ply

the

prop

osal

with

in th

e ag

reed

tim

esca

le

3.

Be

able

to e

valu

ate

the

prop

osal

3.1

Obt

ain

feed

back

from

col

leag

ues

and

the

cust

omer

on

the

prop

osal

3.2

Eva

luat

e th

e ou

tcom

e of

the

prop

osal

and

rec

omm

end

impr

ovem

ents

for

the

futu

re

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

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017

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e IQ

Ltd

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resa

le

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Uni

t 3

6

Title

Prio

ritis

ing

info

rmat

ion

for

sale

s pl

anni

ng

Leve

l4

Cre

dit

3

Uni

t ac

cred

itatio

n no

.D

/502

/865

1

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

sour

ces

and

type

s of

info

rmat

ion

that

su

ppor

t sal

es

1 1

Des

crib

e th

e in

form

atio

n ab

out c

usto

mer

s’ b

ehav

iour

that

is r

elev

ant t

o sa

les

1.2

Expl

ain

the

natu

re o

f com

petit

ors’

sal

es a

ctiv

ities

1.3

Expl

ain

the

rele

vanc

e of

info

rmat

ion

from

the

exte

rnal

bus

ines

s en

viro

nmen

t to

sale

s

1.4

Des

crib

e so

urce

s of

bus

ines

s in

form

atio

n re

leva

nt to

sal

es

2.

Und

erst

and

inte

rnal

in

form

atio

n th

at

supp

orts

sal

es

2.1

Des

crib

e th

e cu

stom

er b

ase

of th

e or

gani

satio

n

2.2

Expl

ain

orga

nisa

tiona

l inf

orm

atio

n st

orag

e pr

oced

ures

2.3

Expl

ain

orga

nisa

tiona

l pro

cedu

res

for

com

mun

icat

ing

sale

s-ba

sed

info

rmat

ion

to

the

sale

s te

am

3.

Be

able

to c

arry

out

a

busi

ness

aud

it of

the

inte

rnal

and

ext

erna

l sa

les

envi

ronm

ent

3.1

Obt

ain

info

rmat

ion

abou

t cus

tom

ers

and

com

petit

ors

from

a v

arie

ty o

f sou

rces

to

enab

le a

bus

ines

s au

dit t

o be

con

duct

ed

3.2

Org

anis

e sa

les

info

rmat

ion

to s

uppo

rt e

ffect

ive

sale

s pl

anni

ng

3.3

Prio

ritis

e th

e in

tern

al s

treng

ths

and

wea

knes

ses,

and

ext

erna

l opp

ortu

nitie

s an

d th

reat

s th

e or

gani

satio

n fa

ces

in r

elat

ion

to s

ales

obj

ectiv

es

Copy

right

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017

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e IQ

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resa

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4.

Be

able

to u

se s

ales

in

form

atio

n to

sup

port

th

e sa

les

plan

ning

fu

nctio

n

4.1

Mon

itor

trend

s an

d de

velo

pmen

ts th

at im

pact

on

busi

ness

and

sal

es a

ctiv

ities

ag

ains

t agr

eed

crite

ria

4.2

Iden

tify

mar

ket d

evel

opm

ents

and

thei

r im

plic

atio

ns fo

r or

gani

satio

nal s

ales

pla

ns

4.3

Ensu

re th

at s

ales

info

rmat

ion

is c

omm

unic

ated

to th

ose

who

nee

d it

in

acco

rdan

ce w

ith o

rgan

isat

iona

l pro

cedu

res

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

is n

ot a

llow

ed.

Copy

right

© 2

017

Activ

e IQ

Ltd

. Not

for

resa

le

| 1

13

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Asse

ssor

feed

back

Bel

ow d

etai

l why

, as

the

ass

esso

r, y

ou fee

l the

lear

ner

has

achi

eved

thi

s un

it

Ass

esso

r’s

sign

atur

e:

Dat

e:

IV

’s s

igna

ture

:

D

ate:

Copy

right

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017

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e IQ

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resa

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Uni

t 3

7

Title

Man

age

cust

omer

ser

vice

ope

ratio

ns

Leve

l4

Cre

dit

7

Uni

t ac

cred

itatio

n no

.M

/506

/289

8

Lear

ning

Out

com

esTh

e le

arne

r w

ill:

Ass

essm

ent

Crit

eria

The

lear

ner

can:

In

itial

Evid

ence

Ref

eren

ce

1.

Und

erst

and

the

man

agem

ent o

f cu

stom

er s

ervi

ce

oper

atio

ns

1.1

Exp

lain

the

basi

s fo

r al

loca

ting

reso

urce

s

1.2

Ass

ess

the

suita

bilit

y of

a r

ange

of m

etho

ds to

mon

itor

cust

omer

ser

vice

op

erat

ions

1.3

Exp

lain

the

stra

tegi

es n

eede

d to

del

iver

sea

mle

ss c

usto

mer

ser

vice

1.4

Exp

lain

tech

niqu

es u

sed

to d

evel

op s

olut

ions

to p

robl

ems

1.5

Eva

luat

e so

urce

s of

info

rmat

ion

on c

usto

mer

per

form

ance

dat

a

1.6

Ana

lyse

a r

ange

of t

echn

ique

s to

iden

tify

patte

rns

and

trend

s in

cus

tom

er

beha

viou

r an

d cu

stom

er s

ervi

ce p

erfo

rman

ce

1.7

Ana

lyse

a r

ange

of p

ossi

ble

impr

ovem

ents

to c

usto

mer

ser

vice

ope

ratio

ns

Copy

right

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017

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e IQ

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resa

le

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2.

Be

able

to p

lan

cust

omer

ser

vice

op

erat

ions

2.1

Defi

ne th

e se

rvic

e of

fer

to m

eet i

dent

ified

cus

tom

er e

xpec

tatio

ns

2.2

Dev

elop

pla

ns th

at w

ill e

nabl

e su

stai

nabl

e an

d co

nsis

tent

cus

tom

er s

ervi

ce

oper

atio

ns to

agr

eed

stan

dard

s

2.3

Dev

elop

con

tinge

ncie

s th

at a

ddre

ss id

entifi

ed r

isks

2.4

Spe

cify

targ

ets,

obj

ectiv

es, k

ey p

erfo

rman

ce in

dica

tors

(K

PIs)

and

mon

itorin

g ar

rang

emen

ts

2.5

Com

mun

icat

e ob

ject

ives

, tar

gets

, sta

ndar

ds a

nd p

roce

dure

s to

sta

ff

3.

Be

able

to m

anag

e cu

stom

er s

ervi

ce

oper

atio

ns

3.1

Allo

cate

res

ourc

es a

ccor

ding

to a

gree

d pr

iorit

ies

3.2

Kee

p st

aff i

nfor

med

of d

evel

opm

ents

in th

e cu

stom

er s

ervi

ce o

ffer

3.3

Kee

p st

aff i

nfor

med

of d

evel

opm

ents

in b

est p

ract

ice

for

the

deliv

ery

of c

usto

mer

se

rvic

e

3.4

Mai

ntai

n po

sitiv

e w

orki

ng r

elat

ions

hips

am

ongs

t sta

ff

3.5

Car

ry o

ut m

onito

ring

activ

ities

in a

ccor

danc

e w

ith p

lans

3.6

Man

age

devi

atio

ns fr

om e

xpec

ted

perf

orm

ance

and

ser

vice

failu

res

in a

ccor

danc

e w

ith c

ontin

genc

y pl

ans

3.7

Use

feed

back

from

sta

ff an

d cu

stom

ers

to m

ake

impr

ovem

ents

3.8

Tak

e ac

tion

with

in th

e lim

its o

f the

ir re

spon

sibi

lity

to m

ake

impr

ovem

ents

to

cust

omer

ser

vice

per

form

ance

4.

Be

able

to p

repa

re

staf

f for

the

deliv

ery

of

cust

omer

ser

vice

4.1

Con

firm

that

sta

ff un

ders

tand

the

visi

on, o

bjec

tives

, rol

es, p

lans

, sta

ndar

ds a

nd

proc

edur

es to

del

iver

cus

tom

er s

ervi

ce

4.2

Pro

vide

trai

ning

and

sup

port

that

will

ena

ble

staf

f to

deliv

er c

usto

mer

ser

vice

to

the

requ

ired

stan

dard

s

4.3

Com

mun

icat

e to

sta

ff th

eir

role

s, r

espo

nsib

ilitie

s an

d w

ork

plan

s in

line

with

de

liver

y pl

ans

Copy

right

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017

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e IQ

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resa

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5.

Be

able

to m

easu

re

cust

omer

ser

vice

pe

rfor

man

ce

5.1

Tak

e ac

tion

to e

nsur

e th

at s

yste

ms

to c

olle

ct a

gree

d pe

rfor

man

ce d

ata

are

in

plac

e

5.2

Iden

tify

trend

s of

cus

tom

er b

ehav

iour

and

cus

tom

er s

ervi

ce p

erfo

rman

ce fr

om

perf

orm

ance

dat

a

5.3

Ben

chm

ark

perf

orm

ance

aga

inst

agr

eed

mea

sure

s

5.4

Add

ress

iden

tified

ano

mal

ies

and

prob

lem

s

5.5

Iden

tify

area

s fo

r im

prov

emen

t with

in c

usto

mer

ser

vice

Evi

denc

e R

equi

rem

ents

Evid

ence

for

this

uni

t sho

uld

be g

ener

ated

and

col

lect

ed th

roug

h pe

rfor

man

ce u

nder

wor

kpla

ce c

ondi

tions

. Thi

s in

clud

es th

e kn

owle

dge-

base

d le

arni

ng o

utco

mes

and

ass

essm

ent

crite

ria.

Sim

ulat

ion

Sim

ulat

ion

may

be

used

for

asse

ssm

ent c

riter

ia 3

.6 (

Man

age

devi

atio

ns fr

om e

xpec

ted

perf

orm

ance

and

ser

vice

failu

res

in a

ccor

danc

e w

ith c

ontin

genc

y pl

ans)

and

5.4

(Ad

dres

s id

entifi

ed a

nom

alie

s an

d pr

oble

ms)

if n

o na

tura

lly o

ccur

ring

evid

ence

is a

vaila

ble.

Supp

lem

enta

ry e

vide

nce

Supp

lem

enta

ry e

vide

nce

such

as

ques

tioni

ng m

ay b

e us

ed fo

r as

sess

men

t crit

eria

3.6

(M

anag

e de

viat

ions

from

exp

ecte

d pe

rfor

man

ce a

nd s

ervi

ce fa

ilure

s in

acc

orda

nce

with

co

ntin

genc

y pl

ans)

and

5.4

(Ad

dres

s id

entifi

ed a

nom

alie

s an

d pr

oble

ms)

if n

o na

tura

lly o

ccur

ring

evid

ence

is a

vaila

ble.

Copy

right

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017

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e IQ

Ltd

. Not

for

resa

le

| 1

17

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