SNH4U1 Develop programmes, projects and plans
Elements of competence
SNH4U1.1
SNH4U1.2
SNH4U1.3
SNH4U1.4
SNH4U1.5
Prepare proposals to meet the organisation’s objectives and respond to opportunities and problems
Evaluate and amend proposals
Provide professional and technical advice
Generate support and resources
Negotiate agreement for programmes, projects and plans
Summary
This unit relates to your competence in developing specific programmes, plans or projects. These activities may be reactive (in response to change of circumstances
or external demands) or proactive (ideas and strategies for improvement or development of the organisation or service).
Who this unit is aimed at
This unit is for you if you have responsibility for project management of designated programmes or have sole responsibility for the day to day running of an
organisation as well as its service. You are likely to be working with or making proposals to a governing body (management team, shareholders group) and
providing them with advice to the standards set out in the elements.
Principles of good practice
In order to prepare proposals to meet the organisation’s objectives and respond to opportunities and problems you need to be able to put the proposals in the
context of the organisation’s wider work and objectives.
In order to evaluate and amend proposals you need to be able to take account of the cost, benefits, opportunities and problems which will affect the proposals and to
make amendments to the proposals to take account of these.
In order to provide professional and technical advice you need to be able to distinguish advice from opinion, identify any self-interest which may affect the advice
and offer the advice in an understandable way.
In order to generate support and resources you need to be able to present the case for any programme, project or plan in a clear, unambiguous way which reflects
the values and policies of the organisation.
In order to negotiate agreement for programmes, projects and plans you need to be able to negotiate in line with organisational policies, taking account in any
concessions of the original intent and the wider implications for the organisation.
Relationship to other units
A2, RM1, D4, B3.
Unit: B3SH 04 (SNH4U1) Develop programmes, projects and plans
SNH4U1 Develop programmes, projects and plans
Place in the SVQ framework
This unit occurs in the following qualification:
SVQ Registered Manager in Health and Social Care level 4
Evidence Requirements for this Unit
You must provide your assessor with evidence for all the Performance Criteria and all aspects of Range and Knowledge. The evidence may be provided in the
following ways, taking account of any Special Considerations which may be noted below:
Special Considerations
Your assessor must observe you in real work activities which provide at least some of the evidence for each element in this unit.
Examples of evidence
Here are a few examples to give you some idea about the sort of evidence you might be able to find in your daily work
Types of evidence can include:
 Direct observation
 Reflective accounts of your work
 Witness testimony
 Simulations (only if real work activities is not possible)
 Questionning – oral and written
 Case studies
 Project proposals
 Assignments
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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SNH4U1 Develop programmes, projects and plans
Element SNH4U1.1 Prepare proposals to meet the organisation’s objectives and respond to opportunities and problems
Performance criteria
1
2
3
4
5
6
7
8
9
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
proposals are consistent with the organisation’s
objectives and strategies
proposals take into account other relevant
programmes, projects and plans
proposals take advantage of opportunities created
in the internal and external operating environments
proposals take account of operational, financial,
legal, human resource, information and political
constraints
proposals resolve, or clarify the implications of,
known problems in the internal and external
operating environments
proposals include evaluation of risks to the
organisation, its strategy and achievement of its
objectives
proposals are comprehensive, concise and realistic
proposals provide a clearly-argued rationale and
sufficient information to enable the target audience
to evaluate them realistically
proposals identify targets, standards and how to
monitor their implementation
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.1 Prepare proposals to meet the organisation’s objectives and respond to opportunities and problems
Range
1
a)
b)
c)
d)
e)
2
a)
b)
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
Your proposals should concern the following:
organisational development and systems
accommodation and services
marketing
equal opportunities
resources
you may present your proposals as follows:
in writing
orally
Note on range – evidence requirements
Range 1 – you must provide evidence to show your proposals concern all of the range detailed above.
Range 2 – you must present your proposals in one of the ways detailed in the range above.
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.2 Evaluate and amend proposals
Performance criteria
1
2
3
4
5
6
7
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
recommendations are based on accurate
identification and realistic evaluation of benefits
and costs
recommendations are consistent with the
organisation’s objectives, plans, values and policies
recommendations take account of operational,
financial, legal, human resource, information and
political constraints
evaluation identifies opportunities or problems
arising within the internal or external operating
environments which have not been taken into
account in the proposals
weaknesses or inconsistencies in proposals are
highlighted and form part of the case for rejection
or amendment
evaluation identifies any risks to the organisation,
its strategy and achievement of its objectives
arising from the proposed programmes, projects
and plans
when proposals are rejected, amended or referred
for amendment, reasons are given clearly
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.2 Evaluate and amend proposals
Range
1
a)
b)
c)
d)
e)
2
a)
b)
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
Your evaluation and amendment to proposals
should concern the following:
organisational development and systems
accommodation and services
marketing
equal opportunities
resources
you may present your proposals as follows:
in writing
orally
Note on range – evidence requirements
Range 1 – you must provide evidence to show that evaluation and amendments to proposals concern all of the range detailed above.
Range 2 – you must present your proposals in one of the ways detailed in the range above.
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.3 Provide professional and technical advice
Performance criteria
1
2
3
4
5
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
advice is provided on request or where it will
improve understanding or the equality of decisions
advice is supported by valid evidence
when personal preference or opinion is offered it is
clearly distinguished from advice
when your interests or those of your own unit affect
the advice, these interests are declared to the
appropriate individuals or organisations
advice is offered in a form which is likely to make
it understandable to the recipients
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.3 Provide professional and technical advice
Range
1
a)
b)
c)
d)
e)
f)
g)
2
a)
b)
3
a)
b)
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
Your professional and technical advice should
concern the following:
organisational development and systems
accommodation and services
marketing
equal opportunities
resources
methods of developing and evaluating
programmes, projects and plans
risk assessment
You may offer advice to:
colleagues
members of governing bodies/committees
you may offer your advice as follows:
in writing
orally
Note on range – evidence requirements
Range 1 – you must provide evidence to show that your professional and technical advice concerns all of the range detailed above.
Range 2 – you must provide evidence to show that you offer advice to one of the people detailed in the range above.
Range 3 – you must provide evidence to show that you offer advice in one of the ways detailed in the range above.
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.4 Generate support and resources
Performance criteria
1
2
3
4
5
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
the case for support and resources is clear,
unambiguous, consistent and supportable
activities to obtain support and resources are ethical
and consistent with the values and policies of the
organisation
activities to obtain support and resources recognise
the interests of the organisation’s stakeholders
any trade-offs made to facilitate the acceptance of
proposals are consistent with the organisation’s
mission and objectives
the case is presented in a way which reflects the
commitment and drive of those who will be using
the support and resources
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.4 Generate support and resources
Range
1
a)
b)
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
generate support and resources from:
inside the organisation
outside the organisation
Note on range – evidence requirements
Range 1 - You must provide evidence to show that you generate support and resources from both items of the range detailed above.
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.5 Negotiate agreement for programmes, projects and plans
Performance criteria
1
2
3
4
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
negotiations are conducted and agreements
finalised ethically, legally, and in line with
organisational policy requirements
any concessions made are such that agreements
remain consistent with the original intentions and
with the objectives of the organisation
when agreement is not possible immediately,
communication channels are kept open whilst
additional support, arguments or supporting
evidence is obtained
when agreements may have wider implications for
the organisation, those implications are considered
and any necessary consultation is carried out
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Element SNH4U1.5 Negotiate agreement for programmes, projects and plans
Range
1
a)
b)
2
a)
b)
DO
Type of evidence — state evidence index no(s)
W
RA
Q
P
negotiate agreements:
internally
externally
agreements may be:
oral
written
Note on range – evidence requirements
Range 1 - You must provide evidence to show that you negotiate agreements with both items of the range detailed above.
Range 2 – you must provide evidence to cover one of the range items detailed above.
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Other
Date
SNH4U1 Develop programmes, projects and plans
Knowledge specification for the whole of this unit
you must show your assessor that you know and understand the following:
State evidence index
no(s)
Legislation and good practice
1
relevant organisational aims, objectives, policies and procedures (e.g. mission statement, protocols etc)
2
organisation’s values (e.g. equal opportunities policy, codes of ethical practice)
3
current and emerging programmes, projects and plans
Services and products
4
sources and levels of operational, legal, political, financial, and human resources and information, expectations and constraint on
programmes, projects and plans
Factors which influence what you do
5
situation of organisation in relation to its internal and external operating environments and how this affects the organisation’s
objectives, strategies, specific programmes, projects and plans
6
how proposals can impact upon the organisation and its working environments
7
levels of risk related to specific programmes, projects and plans
8
impact of proposals on stakeholders and the reputation of the organisation
9
expectations and constraints and their significance for negotiating partners, including:
 people within the organisation
 external sources of finance
 potential clients
 regulatory bodies
 local and national government
 lobby groups
How to achieve important outcomes
10
undertake and monitor and risk assessment in relation to plans and proposals
11
methods for qualitative and quantitative evaluation of programmes and projects and identify the most effective methods for
specific purposes
12
techniques to present proposals to diverse audiences and negotiating partners verbally and in writing
13
obtain support and resources including:
 professional advice
 consultation
 lobbying
 private discussion
 use of media
 published documents (e.g. research, guidelines and requirements)
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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SNH4U1 Develop programmes, projects and plans
Knowledge and understanding
DO
P
Type of evidence — state evidence index no(s)
W
RA
Q
Other
P
Type of evidence — state evidence index no(s)
W
RA
Q
Other
Date
There is sufficient evidence of knowledge and
understanding for this unit
Evidence requirements
DO
The evidence generated by the candidate meets the
evidence requirements for this unit
Assessor/Internal verifier comments
Candidate’s name
Assessor’s name
IV’s name
Candidate’s signature
Assessor’s signature
IV signature
Date
Date
Date
Unit B3SH 04 (SNH4U1) Develop programmes, projects and plans
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Date