Recognition of Prior Learning - RPL Kit Diploma of Business BSB50207 © School of Volunteer Management Version 1 – February 2009 Disclaimer The School of Volunteer Management makes every attempt to ensure the accuracy and reliability of the information included in this resource. Users should be aware of the following: The School of Volunteer Management makes no guarantee or warranty as to the accuracy or authenticity of the information in this resource or other resources listed in this resource. The School of Volunteer Management does not accept any liability in relation to the content of this work. Information For further information contact the School of Volunteer Management Level 2, 228 Pitt Street Sydney NSW 2000 T 02 9261 3600 F 02 9261 4033 W www.svm.edu.au Contents RPL Kit for: Diploma of Business BSB50207 Portfolio Guidelines 1 Portfolio Requirements 2 Units of Competency 7 My Portfolio 8 Unit Code Unit Title Unit Code Unit Title Unit Code Unit Title Unit Code Unit Title Unit Code Unit Title Unit Code Unit Title Unit Code Unit Title Unit Code Unit Title BSBMKG501B Identify and evaluate marketing opportunities BSBHRM506A Manage recruitment selection and induction processes BSBHRM504A Manage workforce planning BSBATSIL503B Manage programs that promote personal effectiveness BSBPMG510A Manage projects BSBRSK501A Manage risk BSBINM501A Manage an information or knowledge management system BSBWOR501A Manage personal work priorities and professional development 8 8 10 10 13 13 17 17 20 20 24 24 26 26 29 29 Portfolio Guidelines What is Recognition of Prior Learning? Recognition of Prior Learning (RPL) is the formal acknowledgement of competencies a person has, regardless of how when or where the learning occurred. It is an integral component of the Vocational Education and Training system. Under the Australian Quality Training Framework, competencies may be attained through: formal or informal training and education work experience general life experience any combination of the above Recognition of Prior Learning: avoids duplication of training, thereby maximising the value of vocational education and training expenditure provides pathways to higher qualifications for people who may not have access to further training creates a learning culture by valuing and recognising learning that has occurred in the workplace Recognition of Prior Learning can result in a full qualification, or a Statement of Attainment for partial completion of a qualification. In order for you to be granted Recognition for Prior Learning, you must provide reliable evidence that you are currently competent against the endorsed industry or enterprise competency standards in the form of a portfolio. Evidence of your skills and knowledge may take a variety of forms and could include; formal qualifications or statement of attainment references from past employers testimonial from clients work samples RPL Kit - BSB50207 Dip of Business 1 The assessor must ensure the evidence is authentic, valid, reliable, current and sufficient: Authentic means that the information and evidence provided is genuine and trustworthy; Valid means that the information and evidence is justifiable and adds weight to the RPL application; Reliable means that the evidence can withstand scrutiny, has integrity and reasonably indicates that the applicant is able to perform a task to a specified standard with regularity and consistency; Sufficient means that an adequate amount of evidence must be provided. The School of Volunteer Management wishes to encourage all students who feel they are eligible for RPL to apply. It is the practice of the School of Volunteer Management to give fair and equitable access to all clients in regard to the services it offers. In keeping with this aim, the School of Volunteer Management has an appeal and grievance procedure in relation to RPL Assessment. Portfolio Requirements Students may wish to apply RPL for any module or any number of modules for the certificate they are enrolling in. A portfolio will need to be submitted to the School of Volunteer Management for approval, establishing that you have achieved the elements and performance criteria for each module(s). Presentation of your portfolio is in the form of a ring binder folder with your name, student number and contact details, with all evidence clearly numbered and cross referenced, linking it to the following unit matrices. Some evidence may cross over several units, so there is no need to recopy the evidence, just be sure to cross reference it. Forward your completed evidence to: School Administration Manager The School of Volunteer Management Level 2, 228 Pitt Street Sydney NSW 2000 RPL Kit - BSB50207 Dip of Business 2 (i) The following steps outline the procedure for compiling your portfolio Step 1 Fill in the RPL Application form 1. Student details 2. Course you are applying for RPL 3. Education 4. Life experience 5. Work experience 6. Further training Step 2 Gather relevant documents The following documents may be useful to support your claim. You should obtain copies, wherever possible. Step 3 Your resume Transcripts or other result records from relevant qualifications Certificates of participation in relevant workshops and training sessions Reports and other major documents prepared in the course of your work (paid or voluntary) Other documents that may be relevant; Eg: reports and document samples prepared in co-operation with co-workers. Clearly identify your own role in their preparation. Label all documents with the performance criteria number that it is referring to. Eg: element 3, point 3.2 Evidence of Elements and Performance Criteria 1. Carefully examine the Elements and Performance Criteria for the module(s) Your portfolio will need to demonstrate that you have addressed and achieved all criteria listed. Identify potential referees 2. Identify people who could verify aspects of your claim for RPL, particularly in areas where you may not have sufficient documentary evidence. Contact details for these people need to be provided. RPL Kit - BSB50207 Dip of Business 3 3. Prepare a claim for each Learning Outcome The next step is to prepare a claim for each learning outcome, stating how you think you have already achieved this learning. Note that your claims should focus on what you have done and can currently demonstrate, not on what you know. This is an essential feature of competency based qualifications. eg: “During my work for the Broadbeach Community Centre, I formulated a job description for a volunteer receptionist in consultation with team members, prepared an advertisement and advertised the position in the local paper and at the Broadbeach Secretarial College. Interested volunteer applicants received a special information kit containing a job description for the volunteer receptionist’s position, a volunteer application form and information on the organisation etc. My recruitment drive covers element 2, point 2.3 4. Sort evidence All documents and evidence will need to be sorted so that each of your claims is supported. Samples for the above claims include: “I have included a copy of the job description, advertisement and the information kit. Sally Jones, my Manager, has signed a statement verifying my involvement in the recruitment process and the successful filling of the volunteer position. She can be contacted on 1234 5678. I have also enclosed a letter from the Head of secretarial studies from the college and some feedback from the volunteer receptionist. A verified copy of the certificate for participation in a one day course ‘Recruiting and Interviewing Skills’ delivered by the School of Volunteer Management dated September 2005 is attached.” 5. Repeat the above steps for each of the Elements and Performance Criteria in the module(s). Step 4 Review and sign the portfolio When you have completed all areas of the portfolio, and attached the necessary documentation, you should review each of the items to ensure they reflect your skills ensure each of your claims is well supported. Sign the declaration on your application form and post to the above address. The following pages provide examples for your portfolio. RPL Kit - BSB50207 Dip of Business 4 EXAMPLE 1 Request for Recognition of Prior Learning for module BSBCMN404A Develop teams and individuals (Element 1) ELEMENT 1. Determine development needs PERFORMANCE CRITERIA EVIDENCE 1.1 Learning and development needs are systematically identified and implemented in line with organisational requirements 1.1 Training needs were identified through implementing the national guidelines for volunteering and have been confirmed with the CEO and the board. Minutes of meeting is attached dated 4/3/05 1.2 A learning plan to meet individual and group training and development needs is collaboratively developed, agreed to and implemented 1.2 Training objectives are those which are identified as being the baseline for volunteers to build further competencies. 1.3 Individuals are encouraged to self evaluate performance and identify areas for improvement 1.3 Training is planned in consultation with staff members, reported and documented in accordance with the requirement of our funding body. For verbal evidence contact Norma Constantine 01 3450 3450 1.4 Results from training have been documented in attached feedback forms. The points raised were discussed in board meeting minutes (attached). 1.4 Feedback on performance of team members is collected from relevant sources and compared with established team learning needs RPL Kit - BSB50207 Dip of Business 5 EXAMPLE 2 Request for Recognition of Prior Learning for AVO3VOL1A Be an effective volunteer Learning outcome 1. Apply knowledge of volunteering sector to a volunteer work role RPL Kit - BSB50207 Dip of Business Assessment criteria Evidence Consideration and understanding of the underpinning philosophy and principles of volunteering is demonstrated in all work undertaken as a volunteer. Letter from Manager (22/10/05) verifying involvement Certificate of attendance at Bridge to Volunteering (School of Volunteer Management 16/05/05) Work practices are consistent with relevant, current organisational and volunteering sector policies and legislative requirements. Letter from Manager (22/10/05) verifying consultation Feedback from volunteer receptionist Work practices are consistent with the rights and responsibilities of volunteers. Duty Statement All work undertaken is consistent with the rights and responsibilities of the organisation. All work undertaken reflects an understanding of the issues facing volunteers and the volunteering sector. Information kit for the volunteer receptionist position, as well as an outline stating my involvement in the production of the kit. Duty Statement Letter from Manager (22/10/05) verifying duties 6 Units of Competency BSB50207 Diploma of Business The Diploma of Business is designed for people who have a minimum industry experience of two years directly managing or coordinating teams consisting of paid staff and volunteers. A Higher School Certificate is not required, provided the student can demonstrate the academic capacity to undertake the Diploma. Students will develop the necessary skills and knowledge to undertake management and leadership roles in not-for-profit organisations, where the workplace context includes both paid and volunteer team members. The Diploma of Business is a National Training Package qualification. The eight units selected to meet the needs of our students are: Unit Unit Title Unit Code Unit 1 Identify and evaluate marketing opportunities BSBMKG501B Unit 2 Manage recruitment, selection and induction processes BSBHRM506A Unit 3 Manage workforce planning BSBHRM504A Unit 4 Manage programs that promote personal effectiveness BSBLED502A Unit 5 Manage projects BSBPMG510A Unit 6 Manage risk BSBRSK501A Unit 7 Manage an information or knowledge management system BSBINM501A Unit 8 Manage personal work priorities and professional development BSBWOR501A RPL Kit - BSB50207 Dip of Business 7 My Portfolio Unit Code BSBMKG501B Unit Title Identify and evaluate marketing opportunities Descriptor This unit describes the performance outcomes, skills and knowledge required to identify, evaluate and take advantage of marketing opportunities by analysing market data, distinguishing the characteristics of possible markets and assessing the viability of changes to operations. Element 1. Identify marketing opportunities Performance Criteria Evidence 1.1 Analyse information on market and business needs to identify marketing opportunities 1.2 Research potential new markets and assess opportunities to enter, shape or influence the market in terms of likely contribution to the business 1.3 Explore entrepreneurial, innovative approaches and creative ideas for their potential business application, and develop into potential marketing opportunities 2. Investigate marketing opportunities 2.1 Identify and analyse opportunities in terms of their likely fit with organisational goals and capabilities RPL Kit - BSB50207 Dip of Business 8 2.2 Evaluate each opportunity to determine its impact on current business and customer base 2.3 Use an assessment of external factors, costs, benefits, risks and opportunities to determine the financial viability of each marketing opportunity 2.4 Determine probable return on investment and potential competitors 2.5 Describe and rank marketing opportunities in terms of their viability and likely contribution to the business 3. Evaluate required changes to current operation 3.1 Identify and document changes needed to current operations to take advantage of viable marketing opportunities 3.2 Ensure organisational changes to service an increased or different customer base include provision for continued quality of service to existing customers 3.3 Estimate resource requirements for changed operation 3.4 Determine and communicate viability of making changes to current operations to key stakeholders 3.5 Document newly identified marketing opportunities and required changes RPL Kit - BSB50207 Dip of Business 9 Unit Code BSBHRM506A Unit Title Manage recruitment selection and induction processes Descriptor This unit describes the skills and knowledge and work outcomes required to undertake financial management within a work team in a small, medium or large organisation. Element Performance Criteria 1. Develop recruitment, selection and induction policies and procedures 1.1 Analyse strategic and operational plans and policies to identify relevant policies and objectives Evidence 1.2 Develop recruitment, selection and induction policies and procedures and supporting documents 1.3 Review options for technology to improve the efficiency and effectiveness of the recruitment and selection process 1.4 Obtain support for policies and procedures from senior managers 1.5 Trial forms and documents that support policies and procedures and make necessary adjustments RPL Kit - BSB50207 Dip of Business 10 1.6 Communicate policies and procedures to relevant staff and provide training if required 2. Recruit and select staff 2.1 Determine future human resources needs in collaboration with relevant managers and sections 2.2 Ensure current position descriptors and person specifications for vacancies are used by managers and others involved in the recruitment, selection and induction processes 2.3 Provide access to training and other forms of support to all persons involved in the recruitment and selection process 2.4 Ensure that advertising of vacant positions complies with organisational policy and legal requirements 2.5 Utilise specialists where necessary 2.6 Ensure that selection procedures are in accordance with organisational policy and legal requirements 2.7 Ensure that processes for advising applicants of selection outcome are followed RPL Kit - BSB50207 Dip of Business 11 2.8 Ensure that job offers and contracts of employment are executed promptly and that new appointments are provided with advice about salary, terms and conditions 3. Manage staff induction 3.1 Provide access to training and ongoing support for all persons engaged in staff induction 3.2 Check that induction processes are followed across the organisation 3.3 Oversee the management of probationary employees and provide them with feedback until their employment is confirmed or terminated 3.4 Obtain feedback from participants and relevant managers on the extent to which the induction process is meeting its objectives 3.5 Make refinements to induction policies and procedures RPL Kit - BSB50207 Dip of Business 12 Unit Code BSBHRM504A Unit Title Manage workforce planning Descriptor This unit describes the skills and knowledge, and performance outcomes required to plan workforce strategies to achieve organisational goals and objectives. It includes aligning workforce objectives with business plans, analysing labour market trends and predictions, and designing strategies and succession plans to ensure a competent and appropriately diverse workforce is available to meet anticipated changes. Element 1. Assess supply Performance Criteria Evidence 1.1 Review business plans to determine RPL Kit - BSB50207 Dip of Business 13 and demand predicted areas of organisational growth and downsizing and associated labour requirements 1.2 Analyse existing workforce to determine areas where there are excesses or shortages 1.3 Review organisational requirements for diversity in the workforce 1.4 Analyse current workforce's capacity to meet current and predicted demands for business goods and services 1.5 Consider existing organisational structure and its strengths and shortcomings in relation to foreseeable changes 1.6 Research and review current and predicted external labour supply data, and demographic and economic data, to forecast human resources supply 1.7 Review staffing budgets to predict cost of workforce changes 2. Develop workforce 2.1 Establish objectives for the RPL Kit - BSB50207 Dip of Business 14 objectives and strategies modification to or retention of the workforce 2.2 Define objectives to address areas with unacceptably high staff turnover 2.3 Define objectives to retain required skilled labour 2.4 Define strategies to source skilled labour 2.5 Communicate objectives and rationale to relevant stakeholders 2.6 Obtain agreement and endorsement for objectives and establish targets 2.7 Develop contingency plans to cope with extreme situations 3. Implement initiatives to support workforce planning objectives 3.1 Implement action to support agreed objectives for recruitment, training, redeployment and redundancy 3.2 Develop and implement strategies to assist workforce to deal with organisational change 3.3 Implement succession planning system to ensure desirable workers are developed and retained 3.4 Implement programs to ensure workplace is an employer of choice RPL Kit - BSB50207 Dip of Business 15 4. Monitor and evaluate workforce trends 4.1 Review workforce plan against patterns in exiting employee and workforce changes 4.2 Monitor labour supply trends for areas of over- or under-supply in the external environment 4.3 Monitor effects of labour trends on demand for labour 4.4 Survey organisational climate to gauge worker satisfaction 4.5 Refine objectives and strategies in response to internal and external changes and make recommendations in response to global trends or incidents 4.6 Regularly review government policy on labour demand and supply 4.7 Evaluate effectiveness of change processes against agreed objectives RPL Kit - BSB50207 Dip of Business 16 Unit Code BSBLED502A Unit Title Manage programs that promote personal effectiveness Descriptor This unit specifies the outcomes required by Volunteer Managers to facilitate and manage programs within a health and wellbeing focus. The unit addresses the management of the range of programs that would typically be associated with health and wellbeing, such as: stress management, smoking cessation, exercise, Employee Assistance Programs (EAPs). Element 1. Research and analyse employee health issues Performance Criteria Evidence 1.1 Identify and collect information on employee health issues from appropriate internal and external sources 1.2 Review findings and their implications for the organisation and business objectives 1.3 Develop options for addressing identified health issues 1.4 Obtain support from senior managers for preferred option/s 2. Plan health and wellbeing program/s 2.1 Develop program/s scope and objectives in consultation with appropriate industry consultants, colleagues and managers RPL Kit - BSB50207 Dip of Business 17 2.2 Plan and create administrative structure and resources for the program/s 2.3 Establish program responsibilities and clearly communicate to all stakeholders 2.4 Plan communications and marketing strategies in conjunction with stakeholders 2.5 Establish suitable evaluation methods, develop an overall program management plan and communicate this plan to stakeholders 3. Implement, administer and monitor program/s 3.1 Prepare policy documents, and implement and monitor strategies in conjunction with program team members 3.2 Provide appropriate support, assistance and mentors to relevant personnel 3.3 Implement and monitor tracking systems according to program guidelines 3.4 Reach program milestones within agreed time lines and provide regular progress reports to stakeholders RPL Kit - BSB50207 Dip of Business 18 4. Evaluate program/s 4.1 Use agreed evaluation methods to assess the effectiveness of the program at specific stages 4.2 Communicate information from program evaluation process to stakeholders 4.3 Incorporate evaluation process and outcomes into continuous improvement strategies, enterprise agreements and future corporate plans RPL Kit - BSB50207 Dip of Business 19 Unit Code BSBPMG510A Unit Title Manage projects Descriptor This unit describes the performance outcomes, skills and knowledge required to manage a straightforward project or a section of a larger project. This learner guide addresses the management of projects including the development of a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learnt for application to future projects. Element 1. Define project Performance Criteria Evidence 1.1 Access project scope and other relevant documentation 1.2 Define project stakeholders 1.3 Seek clarification from delegating authority of any issues related to project and project parameters 1.4 Identify limits of own responsibility and reporting requirements 1.5 Clarify relationship of project to other projects and to the organisation's objectives 1.6 Determine and access available resources to undertake project 2. Develop project plan RPL Kit - BSB50207 Dip of Business 20 2.1 Develop project plan including timelines, work breakdown structure, role and responsibilities and other details of how the project will be managed in relation to the project parameters 2.2 Identify and access appropriate project management tools 2.3 Formulate risk management plan for project, including occupational health and safety (OHS) 2.4 Develop and approve project budget 2.5 Consult team members and take their views into account in planning the project 2.6 Finalise project plan and gain any necessary approvals to commence project according to documented plan 3. Administer and monitor project 3.1 Take action to ensure project team members are clear about their RPL Kit - BSB50207 Dip of Business 21 responsibilities and the project requirements 3.2 Provide support for project team members, especially with regard to specific needs, to ensure that the quality of the expected outcomes of the project and documented time lines are met 3.3 Establish and maintain required record keeping systems throughout the project 3.4 Implement and monitor plans for managing project finances, resources (human, physical and technical) and quality 3.5 Complete and forward project reports as required to stakeholders 3.6 Undertake risk management as required to ensure project outcomes are met 3.7 Achieve project deliverables RPL Kit - BSB50207 Dip of Business 22 4. Finalise project 4.1 Complete financial record keeping associated with project and check for accuracy 4.2 Assign staff involved in project to new roles or reassign to previous roles 4.3 Complete project documentation and obtain any necessary sign offs for concluding project RPL Kit - BSB50207 Dip of Business 23 Unit Code BSBRSK501A Unit Title Manage risk Descriptor This unit describes the performance outcomes, skills and knowledge required to manage risks in a range of contexts across the organisation or for a specific business unit or area. The unit has been designed to be consistent with AS/NZS 4360:2004 Risk management. Element 1. Establish risk content Performance Criteria Evidence 1.1 Review organisational processes, procedures and requirements for undertaking risk management 1.2 Determine scope for risk management process 1.3 Identify internal and external stakeholders and their issues 1.4 Review political, economic, social, legal, technological and policy context 1.5 Review strengths and weaknesses of existing arrangements 1.6 Document critical success factors, goals or objectives for area included in scope RPL Kit - BSB50207 Dip of Business 24 1.7 Obtain support for risk management activities 1.8 Communicate with relevant parties about the risk management process and invite participation 2. Identify risks 2.1 Invite relevant parties to assist in the identification of risks 2.2 Research risks that may apply to scope 2.3 Use tools and techniques to generate a list of risks that apply to the scope, in consultation with relevant parties 3. Analyse risks 3.1 Assess likelihood of risks occurring 3.2 Assess impact or consequence if risks occur 3.3 Evaluate and prioritise risks for treatment 4. Select and implement treatments 4.1 Determine and select most appropriate options for treating risks 4.2 Develop an action plan for implementing risk treatment RPL Kit - BSB50207 Dip of Business 25 4.3 Communicate risk management processes to relevant parties 4.4 Ensure all documentation is in order and appropriately stored 4.5 Implement and monitor action plan 4.6 Evaluate risk management process Unit Code BSBINM501A Unit Title Manage an information or knowledge management system Descriptor This unit describes the performance outcomes, skills and knowledge required to organise learning to use an information or knowledge management system and to manage the use of the system. Element 1. Organise learning to use information or knowledge management system Performance Criteria Evidence 1.1 Identify learning needs of relevant personnel and stakeholders for input into, and use of, an information or knowledge management system RPL Kit - BSB50207 Dip of Business 26 1.2 Identify and secure human, financial and physical resources required for learning activities to use an information or knowledge management system 1.3 Organise and facilitate learning activities 1.4 Promote and support use of the system throughout the organisation 1.5 Monitor and document effectiveness of learning activities 2. Manage use of information or knowledge management system 2.1 Ensure implementation of policies and procedures for the information or knowledge management system are monitored for compliance, effectiveness and efficiency 2.2 Address implementation issues and problems as they arise 2.3 Monitor integration and alignment with data and information systems 2.4 Collect information on achievement of performance measures RPL Kit - BSB50207 Dip of Business 27 2.4 Manage contingencies such as system failure or technical difficulties by accessing technical specialist help as required 3. Review use of information or knowledge management system 3.1 Analyse effectiveness of system and report on strengths and limitations of the system 3.2 Review business and operational plan and determine how effectively the system is contributing to intended outcomes 3.4 Make recommendations for improvement to system, policy or work practices RPL Kit - BSB50207 Dip of Business 28 Unit Code BSBWOR501A Unit Title Manage personal work priorities and professional development Descriptor This unit describes the performance outcomes, skills and knowledge required to manage own performance and professional development. Particular emphasis is on setting and meeting priorities, analysing information and using a range of strategies to develop further competence. Element 1. Establish personal work goals Performance Criteria Evidence 1.1 Serve as a positive role model in the workplace through personal work planning and organisation 1.2 Ensure personal work goals, plans and activities reflect the organisation's plans, and own responsibilities and accountabilities 1.3 Measure and maintain personal performance in varying work conditions, work contexts and contingencies 2. Set and meet own RPL Kit - BSB50207 Dip of Business 29 work priorities 2.1 Take initiative to prioritise and facilitate competing demands to achieve personal, team and organisational goals and objectives 2.2 Use technology efficiently and effectively to manage work priorities and commitments 2.3 Maintain appropriate work-life balance, and ensure stress is effectively managed and health is attended to 3. Monitor and control RPL Kit - BSB50207 Dip of Business 30 finances 3.1 Assess personal knowledge and skills against competency standards to determine development needs, priorities and plans 3.2 Seek feedback from employees, clients and colleagues and use this feedback to identify and develop ways to improve competence 3.3 Identify, evaluate, select and use development opportunities suitable to personal learning style/s to develop competence 3.4 Undertake participation in networks to enhance personal knowledge, skills and work relationships 3.5 Identify and develop new skills to achieve and maintain a competitive edge RPL Kit - BSB50207 Dip of Business 31