OCR NVQs in Policing UNIT 4A9 Manage activities to meet customer requirements From 1 January 2005 QCA Approved QCA Accreditation Number: U1027775 OCR copyright 2004 OCR NVQs in Policing 1 UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Summary This unit is about managing activities and conditions in the workplace to meet your customers’ requirements. This involves agreeing requirements with your customers, planning work activities and monitoring these activities to ensure that your customers’ requirements have been met. It also involves maintaining a suitable work environment and continuously looking for ways to improve working conditions and processes. This unit is for you if you: • • • • • have operational responsibility for substantial programmes and resources have a broad span of control proactively identify and implement change and quality improvements negotiate budgets and contracts, and lead high-level meetings. In order to agree customer requirements, you need to help customers specify what they need and the standards they expect. You need to describe the features and benefits of your products and services and draw up agreements with customers which meet legal and organisational requirements. In order to plan activities to meet customer requirements, you need to consult with relevant people and take into account past experience, the current situation and what is likely to happen in the future. You need to draw up feasible plans, present these to relevant people and confirm their understanding of, and commitment to achieving, these plans. To maintain a healthy, safe and productive work environment, you need to make sure that all members of your team are aware of their legal and organisational responsibilities for health and safety. You must continually seek ways to improve the working environment and take effective action in response to breaches in health and safety requirements. In order to ensure products and services meet customer requirements, you need to monitor the quality of products and services and make recommendations to improve the processes involved. You need to check that your customers are satisfied with the products and services you provide and, if there are any problems, take appropriate action to remedy these. This unit contains four elements: 4A9.1 4A9.2 4A9.3 4A9.4 Agree customer requirements Plan activities to meet customer requirements Maintain a healthy, safe and productive work environment Ensure products and services meet customer requirements This unit was developed by the Management Charter Initiative Unit A3. 2 OCR NVQs in Policing UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Element 4A9.1 Agree customer requirements Performance criteria You must be able to: 1 give customers opportunities to specify their requirements 2 give customers clear and accurate information regarding the features and benefits of products and services 3 make agreements with customers which contain all relevant information to specify the work activities necessary to meet their requirements 4 ensure that the agreements you make with customers meet legal and organisational requirements 5 record, store and use information provided by customers in ways which are consistent with legal and organisational requirements 6 regularly review customer agreements and the process of reaching these agreements in order to identify improvements which can be made Range 1 Customer a internal b external 2 Requirements a quality standards b organisational policies c organisational objectives OCR NVQs in Policing 3 UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Element 4A9.2 Plan activities to meet customer requirements Performance criteria You must be able to: 1 give opportunities to relevant people to help plan activities to meet customer requirements 2 ensure that your plans take into account your experience of past activities, the current availability of resources and likely future circumstances which may affect your plans 3 ensure that your plans allow customer requirements to be met within the agreed time scales 4 ensure that your plans are consistent with your organisation’s objectives and policies, and with relevant legal requirements 5 present your plans to relevant people in an appropriate and timely manner 6 confirm people’s understanding of, and commitment to, plans at appropriate intervals Range 1 Relevant people a team members b colleagues working at your level c higher-level managers or sponsors d people outside you organisation 2 Plans a written b other format 4 OCR NVQs in Policing UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Element 4A9.3 Maintain a healthy, safe and productive work environment Performance criteria You must ensure that: 1 inform relevant people about their legal and organisational responsibilities for maintaining a healthy, safe and productive work environment 2 make sufficient support available to relevant people to ensure they can work in a healthy, safe and productive way 3 provide opportunities for relevant people to make recommendations for improving the work environment 4 ensure that the work environment within your control conforms to organisational and legal requirements 5 ensure that the work environment is as conducive to productive work activity as possible within organisational constraints 6 deal with breaches in health and safety requirements promptly and in line with organisational and legal requirements 7 make recommendations for improving the work environment clearly and promptly to relevant people 8 ensure that your records concerning health and safety and the work environment are complete, accurate and comply with organisational and legal requirements Range 1 Relevant people a team members b colleagues working at your level c higher-level managers or sponsors d people outside your organisation 2 Work environment a physical environment b equipment c materials d working procedures OCR NVQs in Policing 5 UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Element 4A9.4 Ensure products and services meet customer requirements Performance criteria You must be able to: 1 give opportunities to relevant people to monitor the quality of products and services and recommend improvements to the processes involved 2 ensure that your monitoring of the quality of products and services is continuous and complies with organisational procedures 3 give support to relevant people so they can maintain and improve quality 4 give opportunities to your customers to provide feedback on how effectively their requirements are being met 5 communicate with customers clearly, accurately and promptly when there are significant changes to products and services 6 ensure that the products and services within your area of responsibility normally meet your customers’ and organisation’s requirements 7 take prompt and effective action where products, services and the processes involved do not meet agreed requirements 8 ensure that your records relating to customer service and quality comply with organisational procedures Range 1 Relevant people a team members b colleagues working at the same level c higher-level managers or sponsors d specialists 2 Requirements a quality standards b organisational policies c organisational objectives 6 OCR NVQs in Policing UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Knowledge and understanding You must know and understand: Agreements and contracts 1 2 3 different forms of agreements which may be used and their relative advantages and disadvantages to your area of work organisational and legal requirements regarding contracts and other forms of agreement and their implications for your work how to record agreements and what information these agreements should contain Communication 4 5 6 7 the principles and processes of effective communication and how to apply them. how to organise, present and communicate plans effectively according to the needs of different people within the organisation how to communicate effectively with team members, colleagues, line managers and people outside your organisation the principles and processes of effective communication and how to apply them Continuous improvement 8 9 the importance of regularly reviewing customer agreements and the processes used and how to do so the results of evaluations of previous relevant plans and activities and how to use these results to improve present practice Customer relations 10 11 12 13 14 15 the importance of a focus on customer requirements and quality issues, and your role and responsibilities in relation to this how to negotiate with and influence potential and actual customers the difference between internal and external customers how to reach agreements with customers on their needs and requirements the importance of customer feedback and how to encourage it how to communicate effectively with customers Information handling 16 the principles of confidentiality: types of information which should be regarded as confidential and how this information should be handled Organisational 17 18 19 20 product information relevant to your area of responsibility the standards and organisational policies relevant to your area of responsibility. the organisational objectives, policies and legal requirements which are relevant to your responsibilities for planning and the implications for your work the procedures to follow in order to recommend improvements in the work environment OCR NVQs in Policing 7 UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Knowledge and understanding (continued) 21 22 23 24 the records which you need to keep and the organisational and legislative requirements for doing so the standards, customer and organisational requirements which apply to the activities for which you are responsible how to interpret organisational values and policies and determine the implications for quality assurance the records which need to be completed and how this should be done Workplace organisation 25 the types of work environments which are most conducive to productive work Involvement and motivation 26 the importance of encouraging people to contribute to the planning process; what contributions these people may make to the planning process, and how to encourage their collaboration Planning 27 28 29 30 the importance of effective planning in the management of activities to meet customer requirements and 28 your role and responsibility in relation to this your role and responsibility in relation to this the principles of planning activities so that customer requirements can be met the principles of effective time and resource management Analytical techniques 31 32 the principles of risk assessment and how to ensure that the work environment is effectively monitored methods of assessing current working conditions and identifying possible areas for improvement Health and safety 33 34 35 36 37 the importance of health and safety at work and your role and responsibility in relation to this the organisational and legal requirements for maintaining a healthy, safe and productive work environment industry or profession specific codes of practice relevant to healthy, safe and productive work environments the types of support it may be necessary to provide on health and safety issues and how to provide such support how to respond to contradictions between health and safety requirements and organisational constraints Monitoring and evaluation 38 8 how to monitor the quality of work taking place in your area of responsibility OCR NVQs in Policing UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Knowledge and understanding (continued) Quality management 39 40 41 42 the meaning and importance of quality in the management of activities and your role and responsibilities in relation to this the principles and methods of quality assurance the importance of encouraging team members and others to monitor quality processes and recommend improvements to practice deficiencies in quality that are likely to occur and the appropriate corrective actions to take, whilst minimising the impact on customers OCR NVQs in Policing 9 UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Evidence requirements 1 You must prove that you manage activities to meet customer requirements to the National Standard of competence. 2 To do this, you must provide evidence to convince your assessor that you consistently meet all the performance criteria. 3 Element 4A9.1 Agree customer requirements Your evidence must be the result of real work activities undertaken by yourself. Evidence from simulated activities is not acceptable for this element. You must show evidence that you agree requirements with one of the following types of customer: • internal • external You must also show evidence that your agreements meet all the following types of organisational requirements: • quality standards • organisational policies • organisational objectives You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in respect of all types of customers, listed above. 4 Element 4A9.2 Plan activities to meet customer requirements Your evidence must be the result of real work activities undertaken by yourself. Evidence from simulated activities is not acceptable for this element. You must show that you provide opportunities for making recommendations and present plans to two of the following types of relevant people: • • • • team members colleagues working at your level higher-level managers or sponsors people outside you organisation You must also show evidence of producing two plans, one of which must be in written form (or in another suitable permanent format, if you have a visual impairment). You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in respect of all types of relevant people, listed above 10 OCR NVQs in Policing UNIT 4A9 MANAGE ACTIVITIES TO MEET CUSTOMER REQUIREMENTS Evidence requirements (continued) 5 Element 4A9.3 Maintain a healthy, safe and productive work environment Your evidence must be the result of real work activities undertaken by yourself. Evidence from simulated activities is acceptable only for performance criterion f in this element. You must show evidence that you provide information, support and recommendations to two of the following types of relevant people: • • • • team members colleagues working at your level higher-level managers or sponsors people outside your organisation Your evidence must cover all the following features of the work environment: • • • • physical environment equipment materials working procedures You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in respect of all types of relevant people, listed above. 6 Element 4A9.4 Ensure products and services meet customer requirements Your evidence must be the result of real work activities undertaken by yourself. Evidence from simulated activities is not acceptable for this element. You must show evidence that you provide opportunities for suggestions and make recommendations to two of the following types of relevant people: • • • • team members colleagues working at the same level higher-level managers or sponsors specialists You must also show evidence that you meet all the following types of organisational requirements: • quality standards • organisational policies • organisational objectives You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in respect of all types of relevant people, listed above. OCR NVQs in Policing 11