Delivery & Assessment Plan. Certificate IV in Small Business Management

Transcription

1 Delivery & Plan Name of RTO Amazing RTO Ltd Qualification Code BSB40407 Qualification Title Certificate IV in Small Business Management Delivery Period

2 Table of Contents 1. Delivery & Plan Outline RTO & Course Title Qualification Rules The Qualification Structure Purpose & Target Group Delivery Delivery Approach Delivery of Clustered & Stand Alone Units Duration Location and nature of facilities Resources Simulated Workplace Environment Reasonable Adjustment Special learning needs Entry Requirements & RPL Entry Requirements Students at risk Recognition of Prior Learning (RPL) Arrangements & Evidence Matrix Delivery Schedule Staff Delivery & Staff & Units Infrastructure Requirements Industry Consultation Record of Industry Consultation Course Outcomes Pathways Employability Skills Summary Continuous Improvement Validation and Moderation process Feedback Transition Arrangements Licensing, Legislative, Regulatory or Certification Considerations Checklist & Endorsement Document Checklist Program Manager s Endorsement Client/Industry Stakeholder Agreement... 18

3 1. Delivery & Plan Outline 1.1 RTO & Course Title Name of RTO Amazing RTO Ltd Qualification Code BSB40407 Qualification Title Certificate IV in Small Business Management Delivery Period Qualification Rules Total number of units = 10 4 core units plus 6 elective units The 6 elective units may be selected from the elective units listed below and/or an equivalent level qualification from any endorsed Training Package. If not listed below, 1 elective unit may be selected from a Certificate III or Diploma qualification. Electives must be relevant to the work outcome, local industry requirements and the qualification level. Units selected from other Training Packages must not duplicate units selected from or available within the BSB07 Business Services Training Package. Core Units BSBSMB401A Establish legal and risk management requirements of small business BSBSMB402A Plan small business finances BSBSMB403A Market the small business BSBSMB404A Undertake small business planning Elective Units Customer Service BSBCUS401A BSBCUS402A E-Business Coordinate implementation of customer service strategies Address customer needs BSBEBU401A Review and maintain a website Financial Administration BSBFIA402A Franchising BSBFRA401B Innovation BSBINN301A Report on financial activity Manage compliance with franchisee obligations and legislative requirements Promote innovation in a team environment 2009 Innovation & Business Industry Skills Council Ltd Page 1

4 International Business BSBINT303B Management Organise the importing and exporting of goods BSBMGT404A Lead and facilitate off-site staff Marketing BSBMKG413A Promote products and services BSBMKG414A Undertake marketing activities Small and Micro Business BSBSMB405A Monitor and manage small business operations BSBSMB406A Manage small business finances BSBSMB407A Manage a small team BSBSMB408B Manage personal, family, cultural and business obligations BSBSMB409A Build and maintain relationships with small business stakeholders 1.3 The Qualification Structure Consistent with Qualification Rules and prerequisite requirements the qualification offered by the RTO comprises the following units of competence. Code BSBSMB401A Unit of Competency Title Establish legal and risk management requirements of small business Core/Elective Classroom Practical Area Hours Workplace Unit Total Hours Core BSBSMB402A Plan small business finances Core BSBSMB403A Market the small business Core BSBSMB404A BSBCRT501A BSBCUS401A Undertake small business planning Originate and develop concepts Coordinate implementation of customer service strategies BSBMKG413A Promote products and services BSBSMB405A Monitor and manage small business operations Core Elective Elective Elective Elective BSBSMB407A Manage a small team Elective BSBSMB408B Manage personal, family, cultural and business obligations Elective Total Hours Innovation & Business Industry Skills Council Ltd Page 2

5 1.4 Purpose & Target Group This is a comprehensive course designed to give existing or prospective business people insight and access to the necessary skills to run a small business. 2. Delivery 2.1 Delivery Approach The student is required to achieve competency in 10 units in order to complete the course. The student will undergo: An introduction process explaining the units of competency and the training and assessment program. A review of the available units of competency that may be selected. The units of competency to be included in a participant s training program will be determined by discussions with the student, an employer representative (where applicable) and an RTO representative. An induction into the training program A review and sign off of the training plan The format for delivery/assessment will be designed around a program involving a combination of review of existing skills, gap training as appropriate, theory sessions as appropriate and assessment both on the job and if required in a suitably equipped simulated workplace. 2.2 Delivery of Clustered & Stand Alone Units The Certificate IV will be delivered and assessed as clusters of units when outcomes clearly support integrated assessment and stand-alone units where there are no overlapping outcomes. CLUSTERED UNITS Marketing Cluster: BSBSMB403A Market the small business BSBSMB404A Undertake small business planning Human Resources Cluster: BSBSMB407A Manage a small team BSBSMB408B Manage personal, family, cultural and business obligations STAND ALONE UNITS BSBSMB401A Establish legal and risk management requirements of small business BSBSMB402A Plan small business finances BSBCRT501A Originate and develop concepts BSBCUS401A Coordinate implementation of customer service strategies BSBMKG413A Promote products and services BSBSMB405A Monitor and manage small business operations 2009 Innovation & Business Industry Skills Council Ltd Page 3

6 2.3 Duration This program is delivered over a period of 50 days of workshop/classroom activities followed by self directed activities to complete assessment and project tasks. This course comprises of 380 nominal hours. The nominal time frame for completion of the program is within 12 months from the date of first classroom attendance. 2.4 Location and nature of facilities Training and assessment is typically delivered in a classroom setting and will simulate the premises of a business when required. Training will be conducted in classrooms at the following location: 353 Collins Street, Melbourne Equipment required at the venue include: Sufficient table and chairs for all participants (for classroom theory sessions) Whiteboard, data projector to deliver theory material Computer equipment, telecommunications equipment, stationery, personal protective equipment and other material relevant to the theory session being delivered. 2.5 Resources Students will be provided with commercially prepared training and assessment resources for each unit, which can be supplemented with additional topical material as deemed appropriate by Amazing RTO, such as appropriate manufacturer published materials. Amazing RTO will ensure that a suitably equipped workplace environment is available and provided for training and assessment processes Innovation & Business Industry Skills Council Ltd Page 4

7 2.6 Simulated Workplace Environment Amazing RTO ensures that the training delivered is to the standards of a real workplace environment. To meet this requirement Amazing RTO has implemented a variety of assessment tools that will be implemented during the course of the qualification. These assessment tools assess various different elements of a real / actual workplace however in a simulated training environment. Amazing RTO meets the need for a real-time workplace simulation environment by: A dedicated computer lab to reflect a real-time work environment for all practical training components of the course. Amazing RTO s trainers represent the role of a real client and portray the workplace demands while working on projects. This includes role-play of difficult and diverse type customers. Students prepare time lines, schedule milestones, communicate, prepare documentation, conduct training in accordance with the client (trainer) Working as a team (group work/assignments), fulfilling responsibilities and expectations of the job and workplace. 2.7 Reasonable Adjustment Special learning needs Reasonable adjustment will be provided for participants with a disability or learning difficulty according to the nature of the disability or difficulty. Reasonable adjustments are made to ensure that the participant is not presented with artificial barriers to demonstrating achievement in the program of study. Reasonable adjustments may include the use of adaptive technology, educational support, and alternative methods of assessment such as oral assessment. The program may be organised/formatted around a combination of approaches including: RPL/RCC Classroom Training Simulated Workplace Practical Sessions A combination of the above Innovation & Business Industry Skills Council Ltd Page 5

8 3. Entry Requirements & RPL 3.1 Entry Requirements There are no formal entry requirements to this program. However, it is usual for students to own or have ready access to a computer and a willingness to learn. It would be assumed you have completed Year 10 at school with sound literacy and numeracy skills. International Students require a minimum IELTS overall score of 6 with no band under 5.5. If the student wishes to discuss this matter further, they are free to contact one of the course advisers. Students will be made aware of the specific skills that underpin the outcomes and performance requirements of the Certificate IV in Small Business Management units to ensure they are capable of demonstrating competence prior to entering the program. Access to a practice environment Some of the units in this course are designed to be practised and assessed in the workplace. Workplace application is desirable to ensure that competence to the standard required by this industry sector has been attained. 3.2 Students at risk Amazing RTO has intervention strategies, including student support services available to enable students to complete qualification in the expected time frame. Students at risk of not completing within this time frame are identified as early as possible. For this qualification, students failing to achieve a competent result in the following units are automatically regarded as being students at risk, as these units have been determined as being of primary importance to success in the qualification. The units are: BSBSMB402A - Plan small business finances BSBSMB403A - Market the small business 3.3 Recognition of Prior Learning (RPL) Amazing RTO has a simple but methodical RPL process which is outlined in detail on the Policy on Recognition of Prior Learning (RPL). Prospective students will be made aware of the RPL policy and process prior to enrolment in to the program, via discussions and the Student Handbook and/or RTO website, and are encouraged to apply if they believe that they may be eligible. Students are encouraged to apply for RPL prior to or immediately after formal enrolment but prior to the facilitated delivery of units to ensure that they do not miss any class/workshop opportunities offered should they be unsuccessful in the RPL process. Students are given an individual strategy document showing the units they need to complete and methods for undertaking learning and assessment in those units. For international students any reduction in overall course duration is reported via PRISMS and an appropriate ECOE issued Innovation & Business Industry Skills Council Ltd Page 6

9 Arrangements & Evidence Matrix Evidence-gathering techniques The following chart outlines the evidence collection methods that will be used to assess competence of the students in the program. Evidence used for this qualification and target group is as follows A. Recognition of Prior Learning/Recognition of Current Competency B. Written/Oral questions C. Practical assessments D. Project related assessments E. Observation/discussion Combinations of these methods will be used for most situations (e.g. observations and oral questioning). Unit code Unit title A B C D E BSBSMB401A Establish legal and risk management requirements of small business BSBSMB402A Plan small business finances BSBSMB403A Market the small business BSBSMB404A Undertake small business planning BSBCRT501A Originate and develop concepts BSBCUS401A Coordinate implementation of customer service strategies BSBMKG413A Promote products and services BSBSMB405A Monitor and manage small business operations BSBSMB407A Manage a small team BSBSMB408B Manage personal, family, cultural and business obligations KEY: A Recognition of Prior Learning B Written/Oral questions C Practical assessments D Project related assessments E Observation/discussion 2009 Innovation & Business Industry Skills Council Ltd Page 7

10 4.2 Delivery Schedule Listed below is the planned delivery approach. The delivery schedule indicates the week that unit will be delivered, the learning materials available, theory/practical/workplace sessions are delivered the assessment that is expected and the staff members available for delivery and assessment. Week number Unit Code & Title Delivery Mode Hours Resources available Undertaken Staff members available Week 1 Week 2 Week 3 Week 4 BSBSMB401A Establish legal and risk management requirements of small business Face-to-face in classroom setting, which includes: facilitator led group activities independent study 40 hours Occupational Health & Safety Relevant Business Resources Workplace Policies & Procedures Workbook, Question & Answer sheets Written Test Project Practical Observation & Discussion Access to workplace environment Week 5 Week 6 Week 7 Week 8 BSBSMB402A Plan small business finances Face-to-face in classroom setting, which includes: facilitator led group activities independent study 50 hours Workplace Policies & Procedures Access to Financial Resources Financial Technology Workbook, Question & Answer sheets Written Test Project Practical Observation & Discussion Access to workplace environment Week 9 Week 10 Week 11 Week 12 BSBSMB403A Market the small business BSBSMB404A Undertake small business planning Face-to-face in classroom setting, which includes: facilitator led group activities independent study 40 hours 50 hours Workplace Policies & Procedures Merchandise Promotional Material Workbook, Question & Answer sheets Access to workplace environment Written Test Project Practical Observation & Discussion 2009 Innovation & Business Industry Skills Council Ltd Page 8

11 Week number Unit Code & Title Delivery Mode Hours Resources available Undertaken Staff members available Week 13 Week 14 Week 15 Week 16 BSBCRT501A Originate and develop concepts Face-to-face in classroom setting, which includes: facilitator led group activities independent study 30 hours Workplace Policies & Procedures Merchandise Promotional Material Workbook, Question & Answer sheets Written Test Project Practical Observation & Discussion Access to workplace environment Week 17 Week 18 Week 19 Week 20 BSBCUS401A Coordinate implementation of customer service strategies Face-to-face in classroom setting, which includes: facilitator led group activities independent study simulated workplace 30 hours Workplace Policies & Procedures Client List Relevant Business Resources Workbook, Question & Answer sheets Access to workplace environment Written Test Project Practical Observation & Discussion Week 21 Week 22 Week 23 Week 24 BSBMKG413A Promote products and services Face-to-face in classroom setting, which includes: facilitator led group activities independent study simulated workplace 20 hours Workplace Policies & Procedures Communication Equipment Merchandise Access to Merchandise Display Workbook, Question & Answer sheets Written Test Practical Observation & Discussion Access to workplace environment 2009 Innovation & Business Industry Skills Council Ltd Page 9

12 Week number Unit Code & Title Delivery Mode Hours Resources available Undertaken Staff members available Week 25 Week 26 Week 27 Week 28 BSBSMB405A Monitor and manage small business operations Face-to-face in classroom setting, which includes: facilitator led group activities independent study 50 hours Occupational Health & Safety Relevant Business Resources Continuous Improvement Policy Workplace Policies & Procedures Written Test Project Practical Observation & Discussion Workbook, Question & Answer sheets Access to workplace environment Week 29 Week 30 Week 31 Week 32 BSBSMB407A Manage a small team BSBSMB408B Manage personal, family, cultural and business obligations Face-to-face in classroom setting, which includes: facilitator led group activities independent study 40 hours 30 hours Organisational Chart Workplace Policies & Procedures Continuous Improvement Policy Job Descriptions Workbook, Question & Answer sheets Access to workplace environment Written Test Project Practical Observation & Discussion 2009 Innovation & Business Industry Skills Council Ltd Page 10

13 5. Staff 5.1 Delivery & Staff & Units As per AQTF standards, all Assessors/Trainers have completed the qualification TAA40104 Certificate IV in Training and (or equivalent competencies from the superseded Training Package). All trainers have also achieved the relevant qualification they are delivering or have achieved an equivalent or higher level qualification and have relevant current industry experience. All trainers with qualifications awarded overseas have formal evidence of equivalence from an approved Australian recognition authority Unit of competency Name of staff member Qualifications possessed by the staff member that particularly relate to delivering or assessing this unit. i.e. What qualifications does the staff member have in this field TAA/BSZ Vocational qualifications If not Australian qualifications then formal evidence of equivalence from an approved recognition authority required Vocational competencies or experience possessed by staff member that directly relate to delivering and assessing this unit. i.e. Description of the appropriate skill or experience that the staff member has to deliver/assess this unit. This information must relate directly to the unit of competency and the answer would normally include the words in the title of the unit of competency. It would also normally include when, where and in what role the experience was gained BSBSMB401A BSBSMB402A BSBSMB403A BSBSMB404A Certificate IV in Training and (TAA40104) Certificate IV in Training and (TAA40104) Bachelor of Business (Marketing) - Monash University 10 years industry experience as Manager of Harvey Gordon s Market Diploma in Business Management Curtin University 7 years industry experience as Owner of Global Enterprises Experience in: Marketing plans Managing Staff Financial plans Sales OHS principles Policies & Procedures Experience in: Business plans Managing Staff Financial plans Sales OHS principles Policies & Procedures Communications Marketing Strategies 2009 Innovation & Business Industry Skills Council Ltd Page 11

14 Bachelor of Business (Marketing) - Monash University Experience in: Marketing plans BSBCRT501A Certificate IV in Training and (TAA40104) Certificate IV in Frontline Management 10 years industry experience as Manager of Harvey Gordon s Market Bachelor of Business (Marketing) - Monash University Sales Policies & Procedures Experience in: Marketing plans Policies & Procedures Certificate IV in Training and (TAA40104) Certificate IV in Frontline Management Communications Sales 10 years industry experience as Manager of Harvey Gordon s Market BSBCUS401A Certificate IV in Training and (TAA40104) Bachelor of Business (Marketing) - Monash University 10 years industry experience as Manager of Harvey Gordon s Market Experience in: Managing Staff OHS principles Policies & Procedures Sales Marketing Plans BSBMKG413A Certificate IV in Training and (TAA40104) Diploma in Business Management Curtin University 7 years industry experience as Owner of Global Enterprises Experience in: Managing Staff Sales Policies & Procedures Communications Marketing Strategies 2009 Innovation & Business Industry Skills Council Ltd Page 12

15 BSBSMB405A Certificate IV in Training and (TAA40104) Bachelor of Business (Marketing) - Monash University 10 years industry experience as Manager of Harvey Gordon s Market Experience in: Managing Staff Policies & Procedures Financial plans OHS principles BSBSMB407A BSBSMB408B Certificate IV in Training and (TAA40104) Diploma in Business Management Curtin University 7 years industry experience as Owner of Global Enterprises Experience in: Business plans Communications Managing Staff Policies & Procedures Financial plans OHS principles 5.2 Infrastructure Requirements (A tick indicates that Amazing RTO has the required infrastructure.) Staff involved in the delivery and assessment of this qualification have access to: the present version of this qualification and Training Package as well as the units of competency, assessment guidelines and qualification structure trainer, assessor and student support materials and resources relating to the units of competency that are being delivered and assessed. sufficient resources to meet the requirements of students with special needs and has a process in place that includes reasonable adjustment procedures. the necessary facilities and equipment needed to conduct the program Innovation & Business Industry Skills Council Ltd Page 13

16 6. Industry Consultation To undertake a thorough process in the development of this Learning and Strategy, Amazing RTO has consulted with a range of industry representatives focusing on the industries in which these programs are most likely to be offered to. The following industry representatives have been involved in the development of this Delivery and Plan and/or agree that it is in their opinion appropriate for the qualification and target group planned. 6.1 Record of Industry Consultation Industry Industry Representative Areas of consultation Business Management Theresa Jones Small Business Management Human Resource Principles Financial Management Franchising OHS Continuous Improvement Policies & Procedures Marketing Howard Alexander Marketing Plans Business Plans Merchandise Display Pricing Customer Service Placement Strategy Stock flow Staff Management 2009 Innovation & Business Industry Skills Council Ltd Page 14

17 7. Course Outcomes 7.1 Pathways Pathways for Students Participants are provided with advice on employment and training options throughout the delivery of the program. While the RTO may not offer all the qualifications indicated within the pathway, they identify relevant progression that may be attained: Training Pathway Certificate III Certificate IV Diploma BSB30307 Certificate III in Micro Business Operations Employment Pathway BSB40407 Certificate IV in Small Business Management BSB50401 Diploma of Small Business Management Employment outcomes resulting from the completion of this course may include the following roles: Small business Manager Department Manager Small Business Owner 7.2 Employability Skills Summary The following table contains a summary of the Employability Skills required by industry for the qualification BSB40407 Certificate IV in Small Business Management. The Employability Skills facets described here are broad industry requirements that may vary depending on qualification packaging options. Course Title: BSB40407 Certificate IV in Small Business Management Employability Skill Communication: Teamwork: Industry requirements for this qualification include being appropriately assertive when marketing the business negotiating effectively persuading effectively with clients, suppliers, financial backers and other business stakeholders reading, interpreting and questioning legal, financial, marketing and other business documentation. identifying and utilising the strengths of other team members providing coaching, mentoring and feedback to members of the team Innovation & Business Industry Skills Council Ltd Page 15

18 Problem solving: Initiative and enterprise: Planning and organising: Self-management: Learning: Technology: applying a range of problem solving strategies seeking information from various sources to determine the cause of the problem using numeracy skills to calculate costs, prices and cash flow projections. being creative and entrepreneurial in translating small business ideas into action developing innovative solutions to small business challenges identifying small business opportunities not obvious to others. developing a business plan developing operational procedures for the small business identifying performance measures for the small business planning for contingencies. having personal goals and a vision for the small business taking personal responsibility for the business. contributing to the learning of team members seeking assistance and expert advice on financial, legal and/or technical aspects of the business seeking out and learning new ideas, skills and techniques. applying business technology for communication, planning, financial management, marketing and operating the business comparing and purchasing new business technology. 8. Continuous Improvement 8.1 Validation and Moderation process Amazing RTO will hold a specific assessment validation and moderation meeting attended by the relevant program trainers/assessors. validation meetings are conducted initially after receiving or developing new assessment tools to ensure that the assessment tools meet the training package requirements Innovation & Business Industry Skills Council Ltd Page 16

19 tools will be formally moderated at least annually. The moderation process involves the review of samples of past assessments to confirm that the accepted standard of competency is still understood and is being implemented. Past RPL submissions will be examined to ensure that accepted processes and the standard of evidence is reliably acceptable. The RTO has the following VET providers as our moderation partners SupaRTO Pty Ltd. SupaTraining Pty Ltd Business Training Institute Pty Ltd Issues of concern with assessment tools will be tabled at the next The RTO management meeting, Any agreed adjustments to the assessment tools and RPL documentation will be recorded in the minutes of the management meetings and the new/revised assessment tools and RPL documentation will be circulated to relevant staff. Records of all assessment moderation meetings will be kept on file. guidelines from the training package are used, as are the learning materials and assessment materials. Resources such as feedback forms and completed assessments are also utilised. 8.2 Feedback Feedback and input from students and other stakeholders will be sought, analysed and acted upon, where necessary, on a regular basis. Information gained will form part of any validation and moderation processes. 8.3 Transition Arrangements The Chief Executive Officer and/or Head of department will ensure that The RTO is subscribed to updates from: insert e.g. 1. IBSA updates 2. Training Work Updates. These updates advise of changes to the Training Packages relevant to a specific industry. On the occasion that there is a change in a relevant Training Package, the Head of department will examine the amendments that have been made and inform affected staff of these changes at the next management review meeting. Members of the management review meeting will review the changes made and create an action plan to implement the new training package requirements. The action plan and its implementation will be reviewed at each management review meeting until the changes have been successfully implemented. Transition arrangements must be completed within 12 months of changes being notified Innovation & Business Industry Skills Council Ltd Page 17

20 9. Licensing, Legislative, Regulatory or Certification Considerations While no licensing, legislative, regulatory or certification requirements apply holistically to this qualification at the time of publication, relevant national, state and territory legislation, regulations and codes of practice may impact upon this qualification. 10. Checklist & Endorsement 10.1 Document Checklist The following is a summary list of the points the RTO should have considered when calibrating the RTO with this qualification. (A tick indicates that the RTO has completed the task.) 1. Delivery and Plan Outline 2. Delivery 3. Entry requirements and RPL Staff 6. Industry Consultation 7. Course Outcomes 8. Continuous Improvement 9. Licensing, Legislative, Regulatory or Certification Considerations 10. Checklist & Endorsement 10.2 Program Manager s Endorsement Name: Position: Signed: Date: 10.3 Client/Industry Stakeholder Agreement Organisation: Representative: Position: Signed: Date: 2009 Innovation & Business Industry Skills Council Ltd Page 18