Promote equality of opportunity and fair treatment for all workers

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1 ORGANISING WORKS covers the following units from the ACTU Certificate IV in Unionism & Industrial Relations (10157NAT) TUEUIR401A TUEUIR402A TUEUIR403A TUEUIR404A TUEUIR405A TUEUIR406A TUEUIR407A TUEUIR408A TUEUIR409A Develop and implement an organising plan Empower workers Communicate with workers Promote equality of opportunity and fair treatment for all workers Promote union values, principles and policies Participate in the bargaining process Provide advice to union members Undertake negotiations Organising for safer workplaces Version 1, (November, 2015) Page 1 of 36

2 TUEUIR401A Unit Descriptor Employability Skills Application of the Unit ELEMENT Elements describe actions or outcomes that are demonstrable and assessable. 1 Develop organising plans Develop and implement an organising plan This unit describes the outcomes required to develop, implement and evaluate a strategic approach to organising and recruiting union members. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. This unit contains Employability Skills. This unit describes the performance outcomes, skills and knowledge required to develop, implement and evaluate a strategic approach to organising and recruiting union members. PERFORMANCE CRITERIA Performance criteria must describe the performance required to achieve the element - the performance must be measurable. Assessment of performance must be consistent with the Evidence Guide. Key Terms identified in the Performance Criteria must be expanded upon in the Range Statement. 1.1 Consult stakeholders to select target worksite/s and prioritise goals for organising activities 1.2 Undertake and document research to develop comprehensive knowledge of target worksite/s and issues 1.3 Select and develop appropriate options for organising approaches 1.4 Draft organising plans outlining chosen options for achieving goals 1.5 Obtain approval for organising plans from existing members and leaders 1.6 Liaise with relevant union staff to inform them of the organising approaches 1.7 Develop and document appropriate monitoring arrangements for organising plans 2 Implement organising plans 2.1 Implement strategies according to the plan 2.2 Apply monitoring arrangements and modify plans to meet changing circumstances 2.3 Access and involve workers for support in implementing organising plans 2.4 Continually target worksite/s, key occupations and specific interest groups throughout implementation, via appropriate communications 3 Evaluate organising plans 3.1 Regularly monitor and document the implementation of organising plans to review the effectiveness of each strategy Version 1, (November, 2015) Page 2 of 36

3 3.2 At completion, evaluate outcomes against objectives and member engagement to assess the overall success of organising plans 3.3 Prepare written reports on outcomes, with suggestions for future activities and improvements for members and leaders REQUIRED KNOWLEDGE AND SKILLS Required Knowledge The delivery and assessment of this unit develops competence in the following areas of knowledge relevant to the course outcomes: industrial relations history trade, craft, industry or occupation being targeted for recruitment political, social and economic issues facing workers and trade unions relevant legislation and regulations relating to rights and responsibilities of representatives and union members, and their implications for recruitment relevant employment agreements: awards other forms of industrial instruments workplace agreements union information: current policies, priorities and activities history (general and workplace, location and industry-specific) legal right of entry membership information (benefits, rates and process for applying) recruitment policies and procedures representation processes. Required Skills The delivery and assessment of this unit develops competence in the following skills relevant to the course outcomes: interpersonal and consultation skills to listen effectively and to ask questions literacy skills to read and interpret a range of workplace and union documentation project planning skills. RANGE STATEMENT The Range Statement relates to the unit of competency as a whole and it allows for different work environments and situations that may affect performance. Stakeholders may include: committees and other representative forums members organisers other union personnel peak bodies regional, state/territory, national and international officials relevant community groups shop stewards, workplace representatives or union delegates Research may include: characteristics of target group Version 1, (November, 2015) Page 3 of 36

4 Options may include: home visits one-to-one approaches phone calls speaking to groups web-based organizing working through leads Organising plans may include: activities objectives resources target groups timeframes current and past organising plans and their outcomes employer background industrial relations history knowledge of awards or agreements size of employer Monitoring arrangements may include: exit interviews/questionnaires for resigning members including organising in agenda of regular meetings meetings, briefings and direct supervision opportunities for feedback, support, advice and debriefing for workplace representatives and members regular review of plans statistics on new, renewing and resigning memberships EVIDENCE GUIDE The Evidence Guide provides trainers and assessors with advice on assessment. It must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this unit. Critical aspects for assessment and evidence required to demonstrate competence in units Context of and specific resources for assessment Method of assessment Evidence of the following is essential: organising plan with details of how it was developed and implemented to achieve defined aims and objectives analysis of the effectiveness of the organising plan knowledge of trade, craft, industry or occupation being targeted for recruitment. Assessment must ensure: access to workplace and union documents A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate observation of performance in role plays Version 1, (November, 2015) Page 4 of 36

5 observation of presentations oral or written questioning to assess knowledge of political, social and economic issues facing workers and trade unions Version 1, (November, 2015) Page 5 of 36

6 TUEUIR402A Unit Descriptor Employability Skills Application of the Unit ELEMENT Elements describe actions or outcomes that are demonstrable and assessable. 1 Identify commonality of issues and needs Empower workers This unit describes the performance outcomes, skills and knowledge required to advance the collective interests of workers and the union in the workplace, and more generally within the community, through the identification and development of activists. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. This unit contains Employability Skills. This unit applies to individuals who have knowledge of unionism and industrial relations, and a commitment to advancing social justice principles. They provide leadership and guidance to workers and union members. The unit sees the development of activists and the creation of worker networks as an opportunity to empower members and to provide informal education to develop collective capacity. PERFORMANCE CRITERIA Performance criteria must describe the performance required to achieve the element - the performance must be measurable. Assessment of performance must be consistent with the Evidence Guide. Key Terms identified in the Performance Criteria must be expanded upon in the Range Statement. 1.1 Canvass workplace issues with members / future members to determine key issues and needs 1.2 Undertake analysis of issue/s and document findings 1.3 Ensure key issues in the workplace are agreed amongst members / future members, and conform to union policies and regulations 1.4 Develop and document goals for responding to key issues 2 Identify and develop activists 2.1 Consult members / future members to identify potential workplace leaders or activists 2.2 Consult chosen leaders/activists to determine and agree on appropriate activities they can undertake to achieve goals 2.3 Ensure agreed activities are clearly documented and explained to leaders/activists 2.4 Identify and document leaders/activists development needs in carrying out agreed activities 2.5 Provide required training, resources and assistance to help leaders/activists meet their development needs 2.6 Review activities in consultation with leaders/activists to assess their Version 1, (November, 2015) Page 6 of 36

7 effectiveness 3 Develop and facilitate networks 3.1 Identify and document aims of networks 3.2 Identify existing networks, and opportunities to grow networks and develop new networks, in consultation with leaders/activists 3.3 Provide networks with appropriate resources and support to grow and achieve established goals 3.4 Develop and facilitate positive relationships with, and amongst, network members 3.5 Utilise networks to extend participants' understanding of union and social justice issues and to grow membership 4 Monitor networks 4.1 Monitor networks to determine effectiveness against documented aims 4.2 Undertake regular reviews to promote success and longevity of networks 4.3 Maintain written records of networks and network activities REQUIRED KNOWLEDGE AND SKILLS Required Knowledge The delivery and assessment of this unit develops competence in the following areas of knowledge relevant to the course outcomes: national, state/territory legislation and regulations relating to rights and responsibilities of representatives and union members, and anti-discrimination legislation especially as it pertains to employment relevant employment agreements, including: awards other industrial instruments various forms of workplace agreements union information, such as: legal right of entry history (general and workplace, location and industry-specific) current policies, priorities and activities recruitment policies and procedures membership information (benefits, rates and process for applying) representation processes. Required Skills The delivery and assessment of this unit develops competence in the following skills relevant to the course outcomes: interpersonal and consultation skills to listen effectively and to ask questions project planning skills. Version 1, (November, 2015) Page 7 of 36

8 RANGE STATEMENT The Range Statement relates to the unit of competency as a whole and it allows for different work environments and situations that may affect performance. Canvassing views of members and potential members may include: conducting a survey or questionnaire facilitating a meeting interviews Workplace issues may include: action or proposed action taken by management development of a collective bargaining claim individual or collective grievance or dispute occupational health and safety (OHS) issue/s proposed legislative change union issue, e.g. freedom of association or access to union support Analysis of issue/s may include: how it affects other workers whether it is a real issue whether it is deeply or widely felt whether it is winnable whether it will motivate workers Activities might include: arranging a meeting attending a meeting becoming a delegate collecting and distributing information member recruitment activities organising a petition talking to workers Development needs might include: Training, resources and assistance might include: communication skills knowledge of industrial relations processes information about terms and conditions public speaking skills training courses provided internally and/or externally liaison with specialist trainers mentoring, coaching and follow-up development of a workplan that builds on training Aims of networks might include: action on community issues action on work issues development and learning discussion and analysis of work or industry-specific issues mentoring, coaching and leadership development provision of support to other members, workers, equity groups and community organisations recruitment of members Networks might include: community groups, peak bodies and other unions other individuals Version 1, (November, 2015) Page 8 of 36

9 potential union members in own or other workplaces union members/activists in own or other workplaces workplace organising committee Resources and support might include: opportunities for leaders/activists to meet one another and share experiences training in networking skills regular contact and follow-up Reviews might include: allocation of next task analysis of outcomes debriefings identified further support requirements recognition of achievement workplace organising committee agenda EVIDENCE GUIDE The Evidence Guide provides trainers and assessors with advice on assessment. It must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this unit. Critical aspects for assessment and evidence required to demonstrate competence in units Context of and specific resources for assessment Method of assessment Evidence of the following is essential: range of skills and techniques that have led to the empowerment of groups and individuals to advocate for social change demonstrated evidence in developing members and potential activists to achieve defined aims and, where appropriate, how networks are built demonstrated evidence of how workplace issues were identified including surveys, questionnaires and interview notes knowledge of national, state/territory legislation and regulations relating to rights and responsibilities of representatives and union members, and anti-discrimination legislation especially as it pertains to employment. Assessment must ensure: access to workplace and union documents examples from work with union members support from union officials. A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate observation of demonstrated techniques in resourcing and supporting the empowerment of union members observation of performance in role plays Version 1, (November, 2015) Page 9 of 36

10 observation of presentations oral or written questioning to assess knowledge of union information review of analysis of issues review of documentation about the aims of networks evaluation of identified activist development needs. Version 1, (November, 2015) Page 10 of 36

11 TUEUIR403A Unit Descriptor Employability Skills Application of the Unit ELEMENT Elements describe actions or outcomes that are demonstrable and assessable. 1 Build relationships with workers Communicate with workers This unit describes the outcomes required to communicate effectively with workers on a one to one basis and in groups in order to move them towards union membership, involvement, collectivism and activism. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. This unit contains Employability Skills. This unit applies to individuals who have knowledge of unionism and industrial relations, and a commitment to advancing social justice principles. They provide leadership and guidance to workers and union members. PERFORMANCE CRITERIA Performance criteria must describe the performance required to achieve the element - the performance must be measurable. Assessment of performance must be consistent with the Evidence Guide. Key Terms identified in the Performance Criteria must be expanded upon in the Range Statement. 1.1 Use effective communication techniques to initiate and maintain contact with workers 1.2 Ascertain and document information about workers and the workplace 1.3 Encourage workers to communicate between themselves and with their union about workplace issues and needs 1.4 Identify barriers to union membership and activism 1.5 Undertake analyses of issues and document findings 2 Motivate workers 2.1 Make appropriate and positive responses, verbally and in written form, to workers' objections 2.2 Clearly explain, verbally and in written form, the benefits of acting collectively 2.3 Use motivational techniques to move workers to union membership and activism 3 Prepare communication for circulation to, and on behalf of, workers 3.1 Review and organise available data, information and knowledge according to purpose, proposed structure and content 3.2 Identify resources and personnel available at the union to obtain advice on layout, design and use of graphics, to determine the most effective way to convey the message 3.3 Draft information in an appropriate format and using suitable language for the target audience Version 1, (November, 2015) Page 11 of 36

12 3.4 Prepare draft communication for circulation 3.5 Obtain approval for circulation 4 Make presentations to workers 4.1 Plan appropriate venue and equipment for the presentation 4.2 Publicise presentation to target groups of workers, verbally and in written form 4.3 Present relevant information clearly, accurately and appropriately to the needs of the workers 4.4 Utilise appropriate visual aids to enhance the presentation 4.5 Handle workers' questions and comments appropriately during the presentation REQUIRED KNOWLEDGE AND SKILLS Required Knowledge The delivery and assessment of this unit develops competence in the following areas of knowledge relevant to the course outcomes: awards and agreements contemporary issues for workers occupational health and safety union campaigns union enrolment procedures and costs union rules, policies, practices and protocols union services. Required Skills The delivery and assessment of this unit develops competence in the following skills relevant to the course outcomes: work within organising frameworks culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities group presentation skills written and oral communication skills interpersonal skills to listen effectively and to ask questions. RANGE STATEMENT The Range Statement relates to the unit of competency as a whole and it allows for different work environments and situations that may affect performance. Effective communication techniques may include: organising conversation active listening building rapport establishing own role and purpose of visit in a way that interests the worker Version 1, (November, 2015) Page 12 of 36

13 initiating contact Information may include: attitudes to the union job roles and responsibilities number of workers past work experience period of employment/average length of employment Barriers may include: acceptance of status quo cost current attitudes to unions disempowerment fear lack of critical awareness lack of understanding of unions past experiences time Analyses of issues may include: how it affects other workers whether it is a real issue whether it is deeply or widely felt whether it will motivate the worker whether it is winnable Responses may include: answering the objections equalising the barriers or objections exploring the barriers or objections recognising and acknowledging that the objection is real for that person Motivational techniques may include: assisting workers to reflect on their issues coaching and mentoring exploring options for change questioning workers about how they feel motivating workers to take collective action responding empathically Communication may include: bulletins notices flyers surveys letters reports online Presentations may include: union inductions membership meetings motivational meetings to take action campaign report back meetings Visual aids may include: computer-based presentations flip charts and whiteboards Version 1, (November, 2015) Page 13 of 36

14 handouts posters videos EVIDENCE GUIDE The Evidence Guide provides trainers and assessors with advice on assessment. It must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this unit. Critical aspects for assessment and evidence required to demonstrate competence in units Context of and specific resources for assessment Method of assessment Evidence of the following is essential: demonstration of a range of techniques that have led to increases in union membership or collective action which advances the members' causes knowledge of union rules, policies, practices and protocols. Assessment must ensure: access to equipment for making presentations examples of one-to-one and group communication with workers support from union officials. A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate observation of demonstrated techniques in communicating with workers and making presentations observation of presentations review of written communication oral or written questioning to assess knowledge of awards and agreements review of information ascertained about workers and the workplace evaluation of explanations of the benefits of acting collectively review of how presentations were publicised to target groups of workers. Version 1, (November, 2015) Page 14 of 36

15 TUEUIR404A Unit Descriptor Employability Skills Application of the Unit ELEMENT Elements describe actions or outcomes that are demonstrable and assessable. 1 Promote involvement of diverse groups Promote equality of opportunity and fair treatment for all workers This unit describes the outcomes required to work with diversity and to promote equality within the union and the workplace. It deals with challenging discrimination on the basis of race, sex, sexual orientation, disability, age and employment status. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. This unit contains Employability Skills. This unit applies to individuals who have knowledge of unionism and industrial relations, and a commitment to advancing social justice principles. They provide leadership and guidance to workers and union members. PERFORMANCE CRITERIA Performance criteria must describe the performance required to achieve the element - the performance must be measurable. Assessment of performance must be consistent with the Evidence Guide. Key Terms identified in the Performance Criteria must be expanded upon in the Range Statement. 1.1 Identify barriers to participation in the workplace and the union for various groups, and develop strategies to overcome them 1.2 Implement strategies promoting participation in the workplace and the union 1.3 Acknowledge and respect choices, identity and beliefs of others 1.4 Identify discriminatory language and behaviour, and take appropriate action to extinguish them 1.5 Challenge inappropriate or discriminatory behaviour or communications 2 Promote elimination of discrimination 2.1 Access up-to-date information on diversity policies and initiatives 2.2 Identify equal opportunity strategies and/or diversity initiatives for inclusion in agreements and policies 2.3 Advise workers on how to achieve a fair non-discriminatory work environment 2.4 Refer workers to appropriate sources of information and support where there are instances of discrimination 2.5 Evaluate effectiveness of strategies to foster equality of opportunity and to make recommendations for improvements 2.6 Encourage reasonable adjustments to workplaces, equipment and procedures Version 1, (November, 2015) Page 15 of 36

16 3 Access and review policies to promote equality and fair treatment 3.1 Access relevant policies 3.2 Review and update policies to take account of diversity and to promote equality and fair treatment 3.3 Make recommendations according to union procedures REQUIRED KNOWLEDGE AND SKILLS Required Knowledge The delivery and assessment of this unit develops competence in the following areas of knowledge relevant to the course outcomes: composition of the workforce, including: age gender cultural background relevant legislation, codes of practice and national standards in the areas of sexual harassment, equal opportunity, industrial relations and disability role and responsibilities of established bodies that cover discrimination, such as: human rights and equal opportunity commissions/tribunals industrial relations commissions/tribunals disability discrimination agencies national and international agencies that could provide information, such as legal advice. Required Skills The delivery and assessment of this unit develops competence in the following skills relevant to the course outcomes: culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities negotiation skills self-awareness and self management skills RANGE STATEMENT The Range Statement relates to the unit of competency as a whole and it allows for different work environments and situations that may affect performance. Choices, identity and beliefs of others may include: Sources of information and support may include: cultural identity disabilities of all types gender history, issues and culture of Indigenous peoples race/ethnicity religion sexual orientation community advocacy organisations with specific expertise related to equity group members and issues discrimination and equal opportunity bodies, and industrial tribunals for handling cases of discrimination human rights and equal opportunity tribunals/commissions Version 1, (November, 2015) Page 16 of 36

17 industrial relations commissions/tribunals legal advisors senior union officials union policies Reasonable adjustments are: a requirement of legislation and government policy to ensure that all people are treated equally in their employment and training, as far as is reasonably possible Union procedures could include: committee structures within a union committee structures within a workplace informal/formal activist networks provisions in workplace agreements, policies and memoranda or deeds rules and regulations for seeking endorsement of union policies workplace custom and practice EVIDENCE GUIDE The Evidence Guide provides trainers and assessors with advice on assessment. It must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this unit. Critical aspects for assessment and evidence required to demonstrate competence in units Context of and specific resources for assessment Method of assessment Evidence of the following is essential: demonstrated evidence of actively working to promote equality of opportunity and representation within the workplace and the union; including reviewing policies and developing strategies to promote equality of opportunity and fair treatment for all workers knowledge of relevant legislation, codes of practice and national standards in the areas of sexual harassment, equal opportunity, industrial relations and disability. Assessment must ensure: access to workplace and union documents examples from work with union members support from union officials. A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate observation of demonstrated techniques in challenging discrimination observation of performance in role plays observation of presentations oral or written questioning to assess knowledge of the roles and responsibilities of established bodies that cover discrimination assessment of action taken to extinguish discriminatory language and Version 1, (November, 2015) Page 17 of 36

18 behaviour review of documentation outlining reasonable adjustments to workplaces, equipment and procedures review of recommendations made to policies to promote equality and fair treatment. Version 1, (November, 2015) Page 18 of 36

19 TUEUIR405A Unit Descriptor Employability Skills Application of the Unit ELEMENT Elements describe actions or outcomes that are demonstrable and assessable. 1 Demonstrate an understanding of union context and principles Promote union values, principles and policies This unit describes the outcomes required to demonstrate the values of the union and social justice movements. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. This unit contains Employability Skills. This unit applies to individuals who have knowledge of unionism and industrial relations, and a commitment to advancing social justice principles. They provide leadership and guidance to workers and union members. This unit addresses the need for unionists to demonstrate integrity in their role. It requires recognition of the history and the political, social and economic importance of the wider trade union, political and social justice movements. PERFORMANCE CRITERIA Performance criteria must describe the performance required to achieve the element - the performance must be measurable. Assessment of performance must be consistent with the Evidence Guide. Key Terms identified in the Performance Criteria must be expanded upon in the Range Statement. 1.1 Display conduct which demonstrates an awareness of the values and principles of unionism 1.2 Demonstrate a sound knowledge of the structure and processes of the union, and the union context and its history 1.3 Demonstrate a sound knowledge of organising principles, strategies and behaviours 1.4 Demonstrate democratic and accountable decision making processes and clearly explain these other union members 1.5 Clearly communicate, verbally and in written form the rights, responsibilities and benefits of union membership 2 Promote social justice and the trade union movement 2.1 Demonstrate an awareness of the historical, social, political and economic importance of the union 2.2 Integrate social justice issues into work practices 2.3 Utilise opportunities to explain and promote the values and principles of the union movement 2.4 Explain links between wages and conditions and social justice and collective power 2.5 Make links with relevant social and political coalitions Version 1, (November, 2015) Page 19 of 36

20 3 Develop own and others commitment to a collective and social justice agenda 3.1 Motivate people to act collectively and encourage participation in union activities, and policy and decision making forums 3.2 Promote membership participation in a collective agenda in the workplace and the community 3.3 Challenge behaviour in others that is contradictory to furthering the principles and values of collectivism 3.4 Actively communicate, verbally and in written form the perspectives and opinions of union members within the union as appropriate 3.5 Develop and maintain own commitment REQUIRED KNOWLEDGE AND SKILLS Required Knowledge The delivery and assessment of this unit develops competence in the following areas of knowledge relevant to the course outcomes: basic power relations in society including economic, social, gender, racial and political own union: its history, vision and policies, its coverage of workers and its structure and processes relevant political system, including the basic structure of government and how legislation is developed, and the main political parties and their platforms structure of the union movement including national and international union organisations, and regional and state/territory trades and labour councils. Required Skills The delivery and assessment of this unit develops competence in the following skills relevant to the course outcomes: communication skills to persuasively explain the importance of social justice and the benefits offered through the union movement literacy skills to read and understand a range of union literature organising skills to see that social justice issues are integrated across all areas of work. RANGE STATEMENT The Range Statement relates to the unit of competency as a whole and it allows for different work environments and situations that may affect performance. Values and principles of unionism may include: collectivism cooperation democracy egalitarianism equality fairness internationalism justice for working people respect for diversity right for all people to have a voice in society solidarity position that power imbalance in society can only be effectively Version 1, (November, 2015) Page 20 of 36

21 changed through collective action Context might include: economic, social and political environment employer organisations and professional bodies gender and racial divisions in society legal entities national and international peak councils other affiliated unions political parties power relationships in society regional and state/territory trades and labour councils relevant networks and committees Organising principles might include: campaigning around issues and collective bargaining developing networks growth leadership development member activism and involvement recognising strength comes from active participation of members who own the union Social justice might include: democracy equity fairness human rights inclusively EVIDENCE GUIDE The Evidence Guide provides trainers and assessors with advice on assessment. It must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this unit. Critical aspects for assessment and evidence required to demonstrate competence in units Context of and specific resources for assessment Method of assessment Evidence of the following is essential: demonstrated evidence of how the values of the union movement are applied in daily or regular work practices knowledge of own union: its history, vision and policies, its coverage of workers and its structure and processes. Assessment must ensure: access to workplace and union documents examples from work with union members support from union officials. A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the Version 1, (November, 2015) Page 21 of 36

22 candidate observation of performance in role plays observation of presentations oral or written questioning to assess knowledge of social justice, the history of the union movement and the workings of the Australian political system review of documentation promoting membership participation in a collective agenda in the workplace and the community evaluation of links made with relevant social and political coalitions. Version 1, (November, 2015) Page 22 of 36

23 TUEUIR406A Unit Descriptor Employability Skills Application of the Unit ELEMENT Elements describe actions or outcomes that are demonstrable and assessable. 1 Develop and promote a bargaining agenda and environment Participate in the bargaining process This unit describes the outcomes required to effectively participate in the process of bargaining to establish collective agreements that maintain and promote rights and conditions for union members. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. This unit contains Employability Skills. This unit applies to individuals who have knowledge of unionism and industrial relations, and a commitment to advancing social justice principles. They provide leadership and guidance to workers and union members. Individuals who perform this task of bargaining will be generally working with union staff in advocating members' interests in the development of collective agreements. PERFORMANCE CRITERIA Performance criteria must describe the performance required to achieve the element - the performance must be measurable. Assessment of performance must be consistent with the Evidence Guide. Key Terms identified in the Performance Criteria must be expanded upon in the Range Statement. 1.1 Develop and implement organising strategies to build membership, involvement and power in the workplace 1.2 Clearly explain steps in bargaining an agreement to members / future members 1.3 Discuss merits and benefits of bargaining with members / future members 1.4 Engage delegates and secure their commitment to roles and goals in bargaining processes 1.5 Consult members / future members in defining a bargaining agenda 1.6 Discuss initial claims or content for a new agreement with members / future members and gain agreement 2 Involve membership in bargaining processes 2.1 Plan and document activities that involve membership in support of union claims 2.2 Provide appropriate training and support for delegates to fulfill their agreed bargaining role 2.3 Guide and support members to participate in workplace activities appropriately 2.4 Advise members, verbally and in writing of employer's response and provide members with appropriate and sufficient opportunities to Version 1, (November, 2015) Page 23 of 36

24 comment and provide input 2.5 Obtain final approval from union and membership or recommence negotiations or withdraw from bargaining process 3 Implement agreement 3.1 Provide members with verbal and written feedback on final outcomes and/or access to final copies of the agreement 3.2 Evaluate the bargaining campaign to determine the success of objectives and goals 3.3 Document and implement processes to monitor implementation of the agreement 3.4 Regularly check the workplace for compliance with the agreement REQUIRED KNOWLEDGE AND SKILLS Required Knowledge The delivery and assessment of this unit develops competence in the following areas of knowledge relevant to the course outcomes: bargaining theory and practices legislative framework for the bargaining process relevant policies and procedures relevant precedents and previous decisions. Required Skills The delivery and assessment of this unit develops competence in the following skills relevant to the course outcomes: communication skills to consult with union members and to ensure agreement and support for planned actions and strategies democratic decision making skills organising skills to prepare for and implement an effective bargaining process innovation skills to find meaningful ways to deal with a wide range of member issues. RANGE STATEMENT The Range Statement relates to the unit of competency as a whole and it allows for different work environments and situations that may affect performance. An agreement may include: agreements around specific issues such as hours of work, breaks, rosters, treatment of workers and access to training workplace agreements Training and support may include: training in: effective communication techniques negotiation styles and skills techniques for dealing with conflict and deadlocks interpreting workplace agreements and awards support such as: Version 1, (November, 2015) Page 24 of 36

25 mentoring and coaching discussion and preparation on agreed negotiation approaches and tactics debriefing Workplace activities may include: conversations 1-1 engagement surveys and petitions union newsletters and memos workplace or other meetings protected industrial action EVIDENCE GUIDE The Evidence Guide provides trainers and assessors with advice on assessment. It must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this unit. Critical aspects for assessment and evidence required to demonstrate competence in units Context of and specific resources for assessment Method of assessment Evidence of the following is essential: proposed agreement with accompanying documentation and/or explanation of how union members were involved in the process, how the agreement was presented to the employer and what their response was, and how bargaining was practiced to achieve endorsement and support for the outcome critical evaluation of the bargaining process and how it could be enhanced knowledge of bargaining theory and practices. Assessment must ensure: actual or proposed agreement and accompanying documents used to plan for the agreement and present it to the employer documents developed in the course of the bargaining process. A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate review of activities planned to involve membership in support of union claims review of feedback provided to members on final outcomes and/or access provided for members to final copies of the agreement. Version 1, (November, 2015) Page 25 of 36

26 TUEUIR407A Unit Descriptor Employability Skills Application of the Unit ELEMENT Elements describe actions or outcomes that are demonstrable and assessable. 1 Identify information about members rights Provide advice to union members This unit describes the outcomes required to effectively provide advice to union members about their industrial and employment rights. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. This unit contains Employability Skills. This unit applies to individuals who have knowledge of unionism and industrial relations, and a commitment to advancing social justice principles. They provide leadership and guidance to workers and union members. PERFORMANCE CRITERIA Performance criteria must describe the performance required to achieve the element - the performance must be measurable. Assessment of performance must be consistent with the Evidence Guide. Key Terms identified in the Performance Criteria must be expanded upon in the Range Statement. 1.1 Select and utilise appropriate methods for gathering information from members 1.2 Gather information from members in a sensitive, responsible and lawful ways 1.3 Identify and access sources of information which impact on a member's rights 1.4 Utilise effective communication techniques to obtain required information 2 Interpret information about members rights 2.1 Interpret information within a legal, industrial and workplace context 2.2 Take account of relevant precedents, the member's expectations, and relevant cultural factors such as gender, ethnicity or the workplace 2.3 Seek union clarification of information if necessary 3 Provide information, advice and support to members 3.1 Provide members with clear, appropriate and accurate information 3.2 Identify options and recommend action in accordance with union policies and procedures 3.3 Identify and encourage opportunities to involve other members/employees and raise awareness in the issue 3.4 Make referrals to specialist services where appropriate Version 1, (November, 2015) Page 26 of 36

27 REQUIRED KNOWLEDGE AND SKILLS Required Knowledge The delivery and assessment of this unit develops competence in the following areas of knowledge relevant to the course outcomes: common law rights and obligations decisions and actions of regional, national and international union bodies or other unions national, state/territory legislation relating to industrial relations, vocational education and training, occupational health and safety (OHS), discrimination and equal employment opportunity precedents for similar issues/matters relevant employment agreements, awards and terms, and conditions of employment union policies and procedures. Required Skills The delivery and assessment of this unit develops competence in the following skills relevant to the course outcomes: analytical and research skills to gather and utilise information about legislation, awards, agreements and other relevant industrial instruments culturally appropriate communication skills to relate to people from diverse backgrounds and people with diverse abilities. RANGE STATEMENT The Range Statement relates to the unit of competency as a whole and it allows for different work environments and situations that may affect performance. Appropriate methods may include: Sources of information may include: Effective communication techniques refers to: Opportunities to involve other members may include: documents and other information interviews in the workplace or elsewhere surveys workplace organising committee meetings awards, agreements, legislation or common law grievances or disputes process union and workplace policies workplace precedents active listening analysing and summarising body language interpersonal and language style plain English questioning (use of open or closed questions) attending a meeting involvement in a workplace election joining a workplace organising committee participating in a workplace activity, e.g. drafting a pamphlet participating in an OHS or other committee Specialist services may involve: referral to a counselling or conciliation/mediation service referral to a senior union officer referral to legal counsel Version 1, (November, 2015) Page 27 of 36

28 relevant agency or tribunal, e.g. industrial relations tribunal EVIDENCE GUIDE The Evidence Guide provides trainers and assessors with advice on assessment. It must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this unit. Critical aspects for assessment and evidence required to demonstrate competence in units Context of and specific resources for assessment Method of assessment Evidence of the following is essential: demonstration of a range of examples where union members have been provided with accurate information about the union, relevant legislation, awards and worker entitlements knowledge of relevant employment agreements, awards and terms, and conditions of employment. Assessment must ensure: access to workplace and union documents examples from work with union member support from union officials. A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate observation of demonstrated techniques in speaking to workers about union matters observation of presentations oral or written questioning to assess knowledge of decisions and actions of regional, national and international union bodies or other unions review of methods used to gather information from members review of information provided to members. Version 1, (November, 2015) Page 28 of 36

29 TUEUIR408A Unit Descriptor Employability Skills Application of the Unit ELEMENT Elements describe actions or outcomes that are demonstrable and assessable. 1 Prepare for negotiations Undertake negotiations This unit describes the outcomes required to effectively participate in negotiations either as an individual or as a member of a negotiating team. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. This unit contains Employability Skills. This unit applies to individuals who have knowledge of unionism and industrial relations, and a commitment to advancing social justice principles. They provide leadership and guidance to workers and union members. The unit relates to the negotiation of a range of issues for workers, such as terms and conditions of employment, awards and agreements, workplace safety and industrial matters. PERFORMANCE CRITERIA Performance criteria must describe the performance required to achieve the element - the performance must be measurable. Assessment of performance must be consistent with the Evidence Guide. Key Terms identified in the Performance Criteria must be expanded upon in the Range Statement. 1.1 Encourage and support members to raise issues and matters of concern 1.2 Analyse and document the presenting issue and obtain additional information from members and others, if required 1.3 Identify the purpose and objectives of the negotiation and verify the claim, including top- and bottom-line positions, in consultation with members 1.4 Identify, establish and document the priorities for the negotiation 1.5 Undertake and document research to develop a position which is assessed for strengths and weaknesses, takes account of member views and is assessed against relevant policies 1.6 Identify main arguments, predict opponent's arguments and consider consequences of not reaching agreement 1.7 Select a negotiation style and make decisions on how to present the position 2 Participate in negotiations 2.1 Assign roles for negotiators, fully brief all participants and gain support from all relevant parties for an agreed approach to the negotiations 2.2 Clearly state relevant facts to the issue presented in the negotiation and explain the strength of the agreed position 2.3 Identify and articulate relevant precedents and supporting Version 1, (November, 2015) Page 29 of 36

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