15696 version 2
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Manage and escort a familiarisation for the conventions and incentives
industry
Level
5
Credits
10
Purpose
People credited with this unit standard are, for the conventions and
incentives industry, able to: assess and qualify operators for a familiarisation;
assess and qualify participants for a familiarisation; plan an itinerary and
coordinate a familiarisation; escort participants through a familiarisation; and
evaluate a familiarisation.
Subfield
Tourism
Domain
Tourism Conventions and Incentives
Status
Registered
Status date
19 March 2010
Date version published
19 March 2010
Planned review date
31 December 2015
Entry information
Open.
Accreditation
Evaluation of documentation and visit by NZQA and
industry.
Standard setting body (SSB)
ServiceIQ
Accreditation and Moderation Action Plan (AMAP) reference
0078
This AMAP can be accessed at http://www.nzqa.govt.nz/framework/search/index.do.
Special notes
1
Assessment against this unit standard must take place in a conventions and
incentives industry workplace. Evidence of competency in this unit standard cannot
be demonstrated under simulated conditions in a training provider environment.
2
Definitions
Conference and/or convention refers to a formal meeting or assembly of attendees
for consultation, discussion, or for some special or occasional purpose which
includes a minimum of 50 attendees, two days duration, and the use of a venue.
 New Zealand Qualifications Authority 2016
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Conventions and incentives industry refers to organisations involved in the
management, marketing, or implementation of conventions, conferences, or
incentives.
Familiarisation refers to a pre-arranged and hosted visit to a destination, venue,
service, and product, to enable participants to experience services and facilities
available, and to increase their product knowledge. This should be a minimum of two
days duration.
Incentive is a global management tool that uses a reward to motivate and/or
recognise participants for increased levels of performance in support of
organisational goals.
Industry practice refers to the expected standards of performance required of a
professional working in the conventions and incentives industry. An indication of
criteria for standards may include but is not limited to – documented workplace
policies and procedures, industry codes of practice, and drafted constitutions and/or
codes of ethics of industry associations, such as those produced by the following:
Meetings and Events Australia (MEA), Sydney, http://www.meetingsevents.com.au.
International Congress and Convention Association (ICCA), Amsterdam,
http://www.iccaworld.com.
International Association of Professional Congress Organisers (IAPCO), London,
http://www.iapco.org.
Society of Incentive and Travel Executives (SITE), Chicago, http://www.site-intl.org.
Conventions
and
Incentives
New
Zealand
(CINZ),
Auckland,
http://www.conventionsnz.com.
Suppliers refers to a person or organisation that supplies products, materials, or
services required by an organisation. Suppliers can be external or internal to the
organisation.
Trade show refers to a marketplace or forum where products and/or services are
displayed for purchase or promotion.
Venue refers to any place where a conference, convention, or incentive is held.
3
The following resources can be used to support this unit standard:
McCabe, Vivienne; Poole, Barry; Weeks, Paul; Leiper, Neil. The Business and
Management of Conventions (John Wiley & Sons, 2000).
Professional Convention Management Association.
Professional Meeting
Management: Comprehensive Strategies for Meetings, Conventions and Events. 5th
Edition (Kendall/Hunt, 2006).
4
A
list
of
additional
recommended
http://www.tcc.co.nz/ServiceIQ.
texts
can
be
found
at
 New Zealand Qualifications Authority 2016
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Elements and performance criteria
Element 1
Assess and qualify operators for a familiarisation for the conventions and incentives
industry.
Performance criteria
1.1
Individual operators are briefed and quotes are obtained from each for services
for the familiarisation and evaluated in accordance with organisation objectives.
Range
examples of operators for the familiarisation are – venues,
attractions, caterers, drivers, accommodation, booking services,
requested services, other guides, facilities and/or services for the
disabled.
1.2
Individual operators are selected for consideration in accordance with
organisation objectives.
1.3
Individual operators are confirmed as suppliers in accordance with terms and
conditions, and if applicable, an agreed price.
Element 2
Assess and qualify participants for a familiarisation for the conventions and incentives
industry.
Performance criteria
2.1
Selection of participants is based upon their ability to generate business in
accordance with organisation objectives.
Range
2.2
may include but is not limited to – telemarketing, sales calls, direct
mail questionnaires, trade shows, business reply cards;
evidence is required for a minimum of three.
Participants’ needs are identified in accordance with the requirements of the
familiarisation.
Element 3
Plan an itinerary and coordinate a familiarisation for the conventions and incentives
industry.
Performance criteria
3.1
An itinerary is devised in accordance with identified needs of participants.
3.2
Familiarisation is coordinated in accordance with organisation objectives.
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3.3
Arrangements for onward travel and/or accommodation are completed in
accordance with participants’ needs.
3.4
Promotional information is supplied to participants in accordance with their
expressed interest.
Element 4
Escort participants through a familiarisation for the conventions and incentives industry.
Performance criteria
4.1
Features of interest en route are pointed out in accordance with the participants’
identified needs.
4.2
Presentation techniques and aids used are appropriate to the venue and
participants’ needs.
Range
may include but is not limited to – illustrations, audio visual
displays, demonstrations, use of microphones.
4.3
Responses to participant enquiries meet information needs.
4.4
Participants are guided through the familiarisation within allotted time-frame.
4.5
Any contingencies arising are handled to minimise inconvenience to participants
and disruption to the itinerary.
Range
4.6
examples of contingencies are – emergencies, breakdowns,
weather.
Farewell process is carried out in accordance with participants’ needs and
industry practice.
Range
examples of needs are – language, culture, age, specific needs.
Element 5
Evaluate a familiarisation for the conventions and incentives industry.
Performance criteria
5.1
Feedback from participants is evaluated against organisation objectives.
5.2
Follow-up with participants is carried out to convert potential business into
actual business in accordance with organisation objectives.
5.3
Reports are compiled in accordance with organisation objectives.
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Please note
Providers must be accredited by NZQA, or an inter-institutional body with delegated
authority for quality assurance, before they can report credits from assessment against
unit standards or deliver courses of study leading to that assessment.
Industry Training Organisations must be accredited by NZQA before they can register
credits from assessment against unit standards.
Accredited providers and Industry Training Organisations assessing against unit standards
must engage with the moderation system that applies to those standards.
Accreditation requirements and an outline of the moderation system that applies to this
standard are outlined in the Accreditation and Moderation Action Plan (AMAP). The
AMAP also includes useful information about special requirements for organisations
wishing to develop education and training programmes, such as minimum qualifications for
tutors and assessors, and special resource requirements.
Comments on this unit standard
Please contact the ServiceIQ qualifications@serviceiq.org.nz if you wish to suggest
changes to the content of this unit standard.
 New Zealand Qualifications Authority 2016