NZQA proposed unit standard
Title
Conduct formal meetings
Level
5
9678 version 6
Page 1 of 2
Credits
4
Purpose
People credited with this unit standard are able to prepare for
and chair a formal meeting, and manage post-meeting followup.
Classification
Communication Skills > Interpersonal Communications
Available Grade
Achieved
Explanatory notes
1
A formal meeting is one where there is a recognised and established set of rules that
govern the meeting. Such rules are often written, and may include organisational
requirements, a club or incorporated society constitution, etc. Such rules usually
cover such matters as: frequency of meeting, notice of meeting and agenda, venue,
etc; conduct of the meeting, including discussion and decision-making processes,
quorum, etc; reporting requirements after the meeting.
Such rules set the customary procedures for meetings.
2
People should be assessed against this unit standard in a real-life context using
naturally occurring evidence or in simulated conditions that demand performance
equivalent to that required in the real-life context.
3
It is assumed that the candidate has a level of underpinning knowledge of formal
meetings at least equivalent to that specified in outcome 1 of unit standard 9679,
Participate in formal meetings. This underpinning knowledge, however, is not to be
assessed for credit for this unit standard.
Outcomes and evidence requirements
Outcome 1
Prepare for a formal meeting.
Evidence requirements
1.1
Notice of meeting and agenda, including supporting information, are confirmed
as ready.
Range
supporting information may include but is not limited to – financial
reports, minutes of previous meeting, action list, matters
outstanding, correspondence;
evidence of three is required.
NZQA National Qualifications Services
SSB Code 130301
© New Zealand Qualifications Authority 2011
NZQA proposed unit standard
9678 version 6
Page 1 of 2
1.2
Strategies for ensuring the meeting achieves its objective(s) are identified, with
contingencies.
1.3
The rules governing the meeting are identified, and explained in terms of the
chairperson’s role.
Outcome 2
Chair the formal meeting.
Evidence requirements
2.1
Chairing style facilitates meeting progress.
Range
includes but is not limited to – culture, language, participation.
2.2
Customary procedures are applied consistently throughout the meeting.
2.3
Meeting focuses on objectives that follow the published agenda.
2.4
Decisions are clear, include a time-frame for action and specific person
responsible, and are within the delegated mandate of the meeting.
Outcome 3
Manage post-meeting follow-up.
Range
minutes include a record of decisions taken and may include a summary of
discussions or other content, as dictated by customary procedures.
Evidence requirements
3.1
Minutes are confirmed as a true and correct record before distribution.
Planned review date
31 December 2016
Status information and last date for assessment for superseded versions
Process
Version
Date
NZQA National Qualifications Services
SSB Code 130301
Last date for Assessment
© New Zealand Qualifications Authority 2011
NZQA proposed unit standard
9678 version 6
Page 1 of 2
Registration
1
28 February 1997
31 December 2012
Revision
2
18 March 1998
31 December 2012
Revision
3
8 June 1999
Revision
4
22 January 2003
Review
5
25 July 2006
31 December 2012
31 December 2012
31 December 2013
Consent and Moderation Requirements (CMR) reference
0023
This CMR can be accessed at http://www.nzqa.govt.nz/framework/search/index.do.
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 NZQA National Qualifications Services nqs@nzqa.govt.nz if you wish to
suggest changes to the content of this unit standard.
NZQA National Qualifications Services
SSB Code 130301
© New Zealand Qualifications Authority 2011