NCFE Principles of Business AdministrationLevel 2 CertificateWatersideTutor: Michelle Walshmwalsh@accross.ac.uk01254 354413

Induction Fire evacuation

Toilets

Smoking

Phone calls / appointments

Commitment = 70%

Absences – To be reported

Brews – 25p per session

Questions?

Learning objectivesUnit 6

4. Understand event organisation You need to: 4.1 Explain the roles, responsibilities and accountabilities of individuals involved in

the event 4.2 Explain the purpose and features of different types of events 4.3 Describe the type of resources needed for different types of events 4.4 Describe the different needs attendees may have and how to meet these 4.5 Explain the requirements of health, safety and security when organising events 4.6 Describe the types of problems that may occur during events and how to deal

with them

5. Understand finance for administrators You need to: 5.1 Describe organisational hierarchy and levels of authority for financial

transactions 5.2 Explain organisational systems for sales invoicing, purchasing, payments and

receipts 5.3 Describe the use of a purchase order, invoice, receipts and expenses

1 week left for this unit

We’re working through the second half of the criteria today

Unit 6 – LO 4 Guidance

AC 4.1 Roles — Generally, roles are the positions team members assume or the

parts that they play in a particular operation or process. (For example, a role an individual might assume is that of facilitator, or communications liaison).

Responsibilities — On the other hand, responsibilities are the specific tasks or duties that members are expected to complete as a function of their roles.

4.1 the event may include, but is not limited to: a meeting an announcement a celebration a social occasion a product launch

AC 4.1What does the job of planning a business meeting or event entail? Entire books are dedicated to answering that question, but the following list includes the fundamentals a planner must expect to coordinate: Site selection Hotel accommodations Travel arrangements Food Speakers and entertainment Audiovisual equipment Recreational activities Decorations Printing Gifts and awards Personnel

http://www.wikihow.com/Manage-an-Event

http://www.live-recruitment.co.uk/what-are-the-key-roles-of-an-event-organiser/

http://www.totaljobs.com/careers-advice/job-profile/marketing-advertising-pr-jobs/event-manager-job-description

http://work.chron.com/duties-event-planner-3092.html

AC 4.2Name a few types of events – Explain the purpose and features of each one. Keep this related to the business environment.

http://hubpages.com/business/Plan-and-Organise-Meetings-NVQ-Level-3-Diploma-in-Business-and-Administration

http://www.evenues.com/event-planning-guide/types-of-meetings-and-events

http://eventmanagement.com/events/types-of-events/

AC 4.34.3 resources may include, but are not limited to:

human resource equipment materials public address systems information technology

Anything you have needed to get before the event

AC 4.4

4.4 different needs may include, but are not limited to: additional needs/requirements poor communication skills language barriers

http://www.internationalmeetingsreview.com/business/how-make-your-events-easier-attendees-disabilities-97639

AC 4.5Getting startedPlanningThe level of detail in your planning should be proportionate to the scale of the event and the degree of risk. Health and safety management arrangements  First, decide who will help you with your duties[1] as an event organiser. Whatever the scale of the event, make sure there is a clear understanding within the organising team of

who will be responsible for safety matters. For organisations with five or more employees, this is likely to be driven by the company’s health and safety policy. See Write a health and safety policy for your business[2].

Safety planAs an event organiser, identify the: scale, type and scope of the event type and size of audience location duration of the event time of day and year the event will be held These factors will help you to determine what resources and facilities will be required. Translate this information into an appropriate safety plan. The key tool for creating a safety plan is the process of risk assessment[3]. For information to help with your

event risk assessment, see also health and safety topics[4].

http://www.hse.gov.uk/event-safety/

AC 4.6Think of specific problems during an eventFor example;Technical difficultyRoom double booking

Describe each one and include how you would deal with it

http://web.mit.edu/eventguide/running/index.html

15 MINS

Unit 6 – LO 5 Guidance

5.1Organisation hierarchy – Finance transaction

Who may be involved with finances? Levels of authority – why?

Think of budgets, levels of responsibility and accountability.

http://yourbusiness.azcentral.com/financial-hierarchy-organization-26029.html

https://opsdog.com/industries/finance/finance-organization-chart

http://www.thecqi.org/Knowledge-Hub/Knowledge-portal/Interactions-of-organisations-and-people/Role-of-the-individual/

http://smallbusiness.chron.com/financial-hierarchy-organization-15386.html

AC 5.2Accounting software - SAGEEasy to use, affordable accounting software for sole traders, start-ups and small businesses. Our range of accounting software is designed to meet the needs of start-ups,

sole traders and small businesses. Choose from a range of desktop or online accounting that allow you to invoice customers, analyse business performance and manage VAT, stock, budgets and more.

Here are just a handful of the great features our accounting software has to offer: Manage income and expenses Choose from desktop or cloud based solutions Invoice customers with professional, customisable invoices Keep bank and accounts accurate with easy bank reconciliation No limits to the number of transactions you can enter Automatically calculate and submit VAT returns securely to HMRC All software comes with either support as standard or has an optional support

package

AC 5.2Accounting software - QUICKBOOKS Easy accounting software. No experience required. Real-time dashboards See how your business is doing at a glance Customisable invoices Easily create & send invoices with a pay now button Track expenses Scan receipts to keep your accounts up to date Manage VAT Accurately track & calculate tax for HMRC Run payroll Pay employees & manage workplace pensions Automatic bank downloads Download & categorise bank transactions automatically Accept payments Get paid faster by accepting card payments Connect to your accountant

http://www.intuit.co.uk/

AC 5.2http://www.sage.co.uk/

http://sfedi.co.uk/standards/business-enterprise-standard/mn3-keep-financial-records-for-your-business

http://www.mtu.edu/fso/financial/accounts-payable/

http://smallbusiness.chron.com/difference-between-invoice-sales-receipts-quickbooks-59695.html

https://www.gov.uk/invoicing-and-taking-payment-from-customers

AC 5.3Purchase order: Agreement between purchaser and supplier. Invoice: Request for payment. Receipts: Acknowledgment of purchase/payment. Expenses: Everyday expenditure.

Learning outcomes – Unit 6DID YOU……?

4. Understand event organisation You need to: 4.1 Explain the roles, responsibilities and accountabilities of individuals involved in

the event 4.2 Explain the purpose and features of different types of events 4.3 Describe the type of resources needed for different types of events 4.4 Describe the different needs attendees may have and how to meet these 4.5 Explain the requirements of health, safety and security when organising events 4.6 Describe the types of problems that may occur during events and how to deal

with them

5. Understand finance for administrators You need to: 5.1 Describe organisational hierarchy and levels of authority for financial

transactions 5.2 Explain organisational systems for sales invoicing, purchasing, payments and

receipts 5.3 Describe the use of a purchase order, invoice, receipts and expenses

Any questions?

See you next weekYou need to complete;

Unit 06