15687 version 2
Page 1 of 5
Create and manage a special event for a conventions and incentives
industry project
Level
6
Credits
20
Purpose
People credited with this unit standard are, for a special event for a
conventions and incentives industry project, able to: establish requirements
and format for creating; plan the operation; manage financial arrangements;
manage human resources arrangements; manage physical resources
arrangements; and produce outcome reports to evaluate plans and
operations.
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
For the purpose of this unit standard a special event could be a standalone event or
may be organised as part of a larger event which may include but is not limited to – a
recreational sporting, cultural, product launch, social or team building occasion
organised as part of a conference, convention, or incentive.
 New Zealand Qualifications Authority 2016
15687 version 2
Page 2 of 5
3
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.
Conventions and incentives industry refers to organisations involved in the
management, marketing, or implementation of conventions, conferences, or
incentives.
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.
Project refers to a conference, convention, or incentive.
Regulatory bodies may include but are not limited to – New Zealand Food Safety
Authority, Department of Labour Occupational Safety and Health Service,
Department of Building and Housing, New Zealand Fire Service, Commerce
Commission, Department of Labour, The Liquor Licensing Authority, District
Licensing Agencies.
Suppliers refer to a person or organisation that supplies products, materials, or
services required by an organisation. Suppliers can be external or internal to the
organisation.
Venue refers to any place where a conference, convention, or incentive is held.
4
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).
5
A
list
of
additional
recommended
http://www.tcc.co.nz/ServiceIQ.
6
Legislation relevant to this unit standard may include but is not limited to – Food Act
1981, Health and Safety in Employment Act 1992, Building Act 2004, Fire Safety and
Evacuation of Buildings Regulations 2006, Fair Trading Act 1986, Consumer
Guarantees Act 1993, Employment Relations Act 2000, Sale of Liquor Act 1989, Sale
of Liquor Regulations 1990, and their subsequent amendments.
7
For assessment purposes competency must be demonstrated in the context of a
minimum of two separate and different special events.
texts
can
be
found
at
 New Zealand Qualifications Authority 2016
15687 version 2
Page 3 of 5
Elements and performance criteria
Element 1
Establish requirements and format for creating a special event for a conventions and
incentives industry project.
Performance criteria
1.1
Special event requirements are clarified and verified with the client.
Range
must include but is not limited to – objectives, budget.
1.2
Client is provided with options for the special event consistent with their
requirements.
1.3
Option is agreed with the client.
Element 2
Plan the operation of a special event for a conventions and incentives industry project.
Performance criteria
2.1
Operational plan for the special event is drawn up in accordance with client
requirements.
Range
2.2
key dates, resources, time-frames.
Agreement to operational plan is arrived at in accordance with client
requirements.
Element 3
Manage financial arrangements for a special event for a conventions and incentives
industry project.
Performance criteria
3.1
Budget is confirmed as including all monetary aspects of the special event.
Range
may include but is not limited to – income, fixed costs, variable
costs, contingencies;
evidence is required for at least two.
3.2
Budget is confirmed as meeting conditions of the option agreed with the client.
3.3
Accounting systems and procedures are established as required to meet the
conditions of the special event.
 New Zealand Qualifications Authority 2016
15687 version 2
Page 4 of 5
3.4
Receipts and payments are controlled as required by the accounting systems
and procedures established in accordance with industry practice.
Element 4
Manage human resources arrangements for a special event for a conventions and
incentives industry project.
Performance criteria
4.1
Staff are appointed and deployed as provided for in the operational plan.
Range
4.2
Arrangements for use of official and/or service agency personnel satisfy needs
identified in the operational plan.
Range
4.3
may include but is not limited to – recruitment, skills, duties,
contracts, volunteers, brief, supervision and/or training,
acknowledgement.
examples of official and/or service agency personnel are – police,
first aid, regulatory bodies.
Arrangements for attendees are made as provided for in the operational plan.
Range
may include but is not limited to – toilets, lost property depot, first
aid station, information stands.
Element 5
Manage physical resources arrangements for a special event for a conventions and
incentives industry project.
Performance criteria
5.1
Arrangements for use of locations meet operational plan specifications.
Range
5.2
Arrangements for use of equipment meet operational plan specifications.
Range
5.3
may include but is not limited to – leases, approvals, installations,
contingencies, budget;
evidence is required for at least two.
may include but is not limited to – installation, operators, contracts,
contingencies.
Arrangements with suppliers meet operational plan specifications.
Range
may include but is not limited to – delivery, storage, contingencies.
 New Zealand Qualifications Authority 2016
15687 version 2
Page 5 of 5
Element 6
Produce outcome reports to evaluate plans and operations for a special event for a
conventions and incentives industry project.
Performance criteria
6.1
Outcome reports are produced that cover all aspects of arranging and
managing the special event in accordance with industry practice.
6.2
Comparison of outcome reports with operational plan and budget identifies
strengths and weaknesses in all special event plans and operations.
6.3
Analysis of evaluation results against client requirements establishes processes
and procedures requiring improvement.
Range
6.4
may include but is not limited to – action time, type, short and long
term interests, reputation of special event, participants, budget.
Evaluation identifies any recommendations for changes to future planning
management, and coordination procedures in accordance with industry
practice.
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