Edexcel Level 5 Diploma in Automotive Management and Leadership (QCF) Specification Edexcel competence-based qualification For first registration September 2012
Pearson Education Ltd is one of the UK s largest awarding organisations, offering academic and vocational qualifications and testing to schools, colleges, employers and other places of learning, both in the UK and internationally. Qualifications offered include GCSE, AS and A Level, NVQ and our BTEC suite of vocational qualifications, ranging from Entry Level to BTEC Higher National Diplomas. Pearson Education Ltd administers work-based qualifications. Through initiatives such as onscreen marking and administration, Pearson is leading the way in using technology to modernise educational assessment, and to support teachers and learners. References to third party material made in this specification are made in good faith. We do not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.) Authorised by Martin Stretton Prepared by Beverley Anim-Antwi Publications Code N031518 All the material in this publication is copyright Pearson Education Limited 2012
Contents Qualification title covered by this specification 1 Key features of the Edexcel Level 5 Diploma in Automotive Management and Leadership (QCF) 2 What is the purpose and benefits of this qualification? 2 Who is this qualification for? 2 What are the potential job roles for those working towards this qualification? 3 What progression opportunities are available to learners who achieve this qualification? 3 What is the qualification structure for the Edexcel Level 5 Diploma in Automotive Management and Leadership (QCF)? 4 How is the qualification graded and assessed? 6 Assessment strategy for Vocational Competencey qualifications (VCQs) 6 Types of evidence 7 Centre recognition and approval 9 Centre recognition 9 Approvals agreement 9 Quality assurance 9 What resources are required? 9 Unit format 10 Units 11 Unit 1: Create a Winning Culture in an Automotive Environment 13 Unit 2: Automotive Risk Management and Other Legal Requirements 17 Unit 3: Use Automotive Business Information to Monitor and Control a Business Area 21 Unit 4: Organise Effective Automotive Systems and Operations 25 Unit 5: Provide Leadership Within the Automotive Environment 31 Unit 6: Engage the Automotive Workforce in Business Operations 35 Unit 7: Unit 8: Unit 9: Recruit and Select the Right People for the Automotive Industry 39 Achieve Results Through People in the Automotive Environment 45 Adapt Plans in Response to Changes in the Automotive Market 51
Unit 10: Manage a Customer Driven Culture in an Automotive Environment 57 Unit 11: Improve Sales in an Automotive Environment 63 Unit 12: Unit 13: Develop and Manage Business Plans and Budgets for an Automotive Environment 69 Manage Cross Business Processes and Priorities in an Automotive Environment 75 Unit 14: Take Informed and Decisive Actions in an Automotive Environment 79 Unit 15: Unit 16: Demonstrate a Positive Approach to Problems and Issues in an Automotive Environment 83 Manage Own and Organisational Learning in an Automotive Environment 87 Further information 91 Useful publications 91 How to obtain National Occupational Standards 91 Professional development and training 92 Annexe A: Progression pathways 93 The Edexcel qualification framework for the Automotive retail industry/sector 93 Annexe B: Quality assurance 97 Key principles of quality assurance 97 Quality assurance processes 97 Quality assurance model for delivery of the qualification within and outside of the Higher Apprenticeship 98 Annexe C: Centre certification and registration 99 What are the access arrangements and special considerations for the qualifications in this specification? 99 Annexe D: Assessment Strategy 101 Annexe E: Additional requirement for qualifications that use the term NVQ in a QCF qualification title 111
Qualification title covered by this specification This specification gives you the information you need to offer the Edexcel Level 5 Diploma in Automotive Management and Leadership (QCF): Qualification title Qualification Number (QN) Accreditation start date Edexcel Level 5 Diploma in Automotive Management and Leadership (QCF) 600/5604/6 01/09/2012 This qualification has been accredited within the Qualifications and Credit Framework (QCF) and is eligible for public funding as determined by the Department for Education (DfE) under Sections 96 and 97 of the Learning and Skills Act 2000. The qualification title listed above features in the funding lists published annually by the DfE and the regularly updated website. They will also appear on the Learning Aim Reference Application (LARA), where relevant. You should use the QCF Qualification Number (QN), when you wish to seek public funding for your learners. Each unit within a qualification will also have a unique QCF reference number, which is listed in this specification. The QCF qualification title and unit reference number will appear on the learners final certification document. Learners need to be made aware of this when they are recruited by the centre and registered with Edexcel. 1
Key features of the Edexcel Level 5 Diploma in Automotive Management and Leadership (QCF) This qualification: is nationally recognised is based on National Occupational Standards (NOS). The NOS, assessment requirements, strategy and qualification structure are owned by the Sector Skills Council, The Institute of the Motor Industry (IMI). The Edexcel Level 5 Diploma in Automotive Management and Leadership (QCF) has been approved as a component for the Higher Level Apprenticeship framework. What is the purpose and benefits of this qualification? This qualification provides a progression pathway for Level 2 and Level 3 technicians who wish to progress into first line management, whilst retaining their involvement with the technical aspects of maintenance and repair. The benefits of the qualification include: contributing to increasing the number of existing staff qualified at Level 5 attracting more applicants from under-represented groups into middlemanagement posts at Level 5 developing learners problem solving, communication, team working, literacy, numeracy and ICT skills, which are a priority for the automotive retail industry providing opportunities for career progression within the automotive retail industry. Who is this qualification for? This qualification is for all learners aged 18 and above who are capable of reaching the required standards. Edexcel s policy is that the qualification should: be free from any barriers that restrict access and progression ensure equality of opportunity for all wishing to access the qualification(s). 2
What are the potential job roles for those working towards this qualification? Sales manager Parts manager Service manager Aftersales manager Body shop manager What progression opportunities are available to learners who achieve this qualification? Learners can progress on to a range of Management and other Professional qualifications at Level 6 and above; higher education to undertake management, business or other qualifications, including degrees or master s degrees in Management and Leadership, Business and Business Management; further employment opportunities within their current job role/alternative job roles; and specialised qualifications providing additional technical knowledge. Further information is available in Annexe A. 3
What is the qualification structure for the Edexcel Level 5 Diploma in Automotive Management and Leadership (QCF)? Individual units can be found in the Units section. To achieve this qualification learners must achieve 43 credits; a total of 37 credits from 12 mandatory specialist units (Group A), and a minimum of 6 credits from optional units (Group B), ensuring all components are achieved. Unit number URN Unit title Level Credit GLH Mandatory specialist units - Group A 1 H/503/4113 Create a Winning Culture in an Automotive Environment 2 K/503/4114 Automotive Risk Management and Other Legal Requirements 3 M/503/4115 Use Automotive Business Information to Monitor and Control a Business Area 4 A/503/4117 Organise Effective Automotive Systems and Operations 5 J/503/4119 Provide Leadership Within the Automotive Environment 6 A/503/4120 Engage the Automotive Workforce in Business Operations 8 L/503/4123 Achieve Results Through People in the Automotive Environment 10 H/503/4127 Manage a Customer Driven Culture in an Automotive Environment 13 H/503/4130 Manage Cross Business Processes and Priorities in an Automotive Environment 14 K/503/4131 Take Informed and Decisive Actions in an Automotive Environment 5 4 19 5 4 16 5 4 20 5 3 16 5 3 16 5 3 14 5 4 20 5 3 12 5 3 18 5 2 9 4
Unit number URN Unit title Level Credit GLH Mandatory specialist units - Group A 15 M/503/4132 Demonstrate a Positive Approach to Problems and Issues in an Automotive Environment 16 T/503/4133 Manage Own and Organisational Learning in an Automotive Environment 5 2 12 5 2 10 Unit number Unit reference number Unit title Level Credit GLH Optional units Group B: Learners must achieve a minimum of 6 credits 7 F/503/4121 Recruit and Select the Right People for the Automotive Industry 9 D/503/4126 Adapt Plans in Response to Changes in the Automotive Market 11 K/503/4128 Improve Sales in an Automotive Environment 12 M/503/4129 Develop and Manage Business Plans and Budgets for an Automotive Environment 5 3 14 5 4 20 5 3 18 5 5 32 5
How is the qualification graded and assessed? The overall grade for the qualification is a pass. The learner must achieve all the required units within the specified qualification structure. To pass a unit the learner must: achieve all the specified learning outcomes satisfy all the assessment criteria by providing sufficient and valid evidence for each criterion show that the evidence is their own. The qualifications are designed to be assessed: in the workplace or in conditions resembling the workplace, as specified in the assessment requirements/strategy for the sector, or as part of a training programme. Assessment strategy for Vocational Competencey qualifications (VCQs) The assessment strategy for this competence qualification has been included in Annexe D. They have been developed by the Institute of the Motor Industry (IMI) in partnership with employers, training providers, awarding organisations and the regulatory authorities. The assessment strategy includes details on: Assessment Evidence requirements for VCQ Rules of combination Workplace assessment/simulation Realistic Working Environment Expert witnesses Remote observation Assessor requirements Internal verifier requirements Multi discipline assessors External verifier requirements External quality control of assessment 6
Evidence of competence may come from: current practice where evidence is generated from a current job role a programme of development where evidence comes from assessment opportunities built into a learning/training programme whether at or away from the workplace the Recognition of Prior Learning (RPL) where a learner can demonstrate that they can meet the assessment criteria within a unit through knowledge, understanding or skills they already possess without undertaking a course of learning. They must submit sufficient, reliable and valid evidence for internal and standards verification purposes. RPL is acceptable for accrediting a unit, several units or a whole qualification a combination of these. It is important that the evidence is: Valid Authentic Current Reliable Sufficient relevant to the standards for which competence is claimed produced by the learner sufficiently recent to create confidence that the same skill, understanding or knowledge persist at the time of the claim indicates that the learner can consistently perform at this level fully meets the requirements of the standards. Types of evidence To successfully achieve a unit the learner must gather evidence which shows that they have met the required standard in the assessment criteria. Evidence can take a variety of different forms including the examples below. Centres should refer to the assessment strategy for information about which of the following are permissible. direct observation of the learner s performance by their assessor (O) outcomes from oral or written questioning (Q&A) products of the learner s work (P) personal statements and/or reflective accounts (RA) outcomes from simulation, where permitted by the assessment strategy (S) professional discussion (PD) assignment, project/case studies (A) authentic statements/witness testimony (WT) expert witness testimony (EWT) evidence of Recognition of Prior Learning (RPL). 7
The abbreviations may be used for cross-referencing purposes. Learners can use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is, therefore, not necessary for learners to have each assessment criterion assessed separately. Learners should be encouraged to reference the assessment criteria to which the evidence relates. Evidence must be made available to the assessor, internal verifier and Edexcel standards verifier. A range of recording documents is available on the Edexcel website www.edexcel.com. Alternatively, centres may develop their own. 8
Centre recognition and approval Centre recognition Centres that have not previously offered Edexcel qualifications need to apply for and be granted centre recognition as part of the process for approval to offer individual qualifications. New centres must complete both a centre recognition approval application and a qualification approval application. Existing centres will be given automatic approval for a new qualification if they are already approved for a qualification that is being replaced by the new qualification and the conditions for automatic approval are met. Centres already holding Edexcel approval are able to gain qualification approval for a different level or different sector via Edexcel online. Approvals agreement All centres are required to enter into an approvals agreement which is a formal commitment by the head or principal of a centre to meet all the requirements of the specification and any linked codes or regulations. Edexcel will act to protect the integrity of the awarding of qualifications, if centres do not comply with the agreement. This could result in the suspension of certification or withdrawal of approval. Quality assurance Detailed information on Edexcel s quality assurance processes is given in Annexe B. What resources are required? Each qualification is designed to support learners working in the automotive retail sector. Physical resources need to support the delivery of the qualifications and the assessment of the learning outcomes and must be of industry standard. Centres must meet any specific resource requirements outlined in Annexe D: Assessment strategy. Staff assessing the learner must meet the requirements within the overarching assessment strategy for the sector. 9
Unit format Each unit in this specification contains the following sections. Unit title: Unit code: Unit reference number: QCF level: Credit value: Guided learning hours: Unit summary: The unit title is accredited on the QCF and this form of words will appear on the learner s Notification of Performance (NOP). This is the unit owner s reference number for the specified unit. This code is a unique reference number for the unit. All units and qualifications within the QCF have a level assigned to them, which represents the level of achievement. There are nine levels of achievement, from Entry level to level 8. The level of the unit has been informed by the QCF level descriptors and, where appropriate, the NOS and/or other sector/professional. All units have a credit value. The minimum credit value is one, and credits can only be awarded in whole numbers. Learners will be awarded credits when they achieve the unit. A notional measure of the substance of a qualification. It includes an estimate of the time that might be allocated to direct teaching or instruction, together with other structured learning time, such as directed assignments, assessments on the job or supported individual study and practice. It excludes learner-initiated private study. This provides a summary of the purpose of the unit. Assessment requirements: Recording of evidence: The assessment/evidence requirements are determined by the SSC. Learners must provide evidence for each of the requirements stated in this section. Details how evidence can be recorded. Learning outcomes: Assessment criteria: Evidence type: Portfolio reference: Date: The learner should use this box to indicate where the evidence can be obtained eg portfolio page number. The learner should give the date when the evidence has been provided. Learning outcomes state exactly what a learner should know, understand or be able to do as a result of completing a unit. The assessment criteria of a unit specify the standard a learner is expected to meet to demonstrate that a learning outcome, or a set of learning outcomes, has been achieved. Learners must reference the type of evidence they have and where it is available for quality assurance purposes. The learner can enter the relevant key and a reference. Alternatively, the learner and/or centre can devise their own referencing system. 10
Units 11
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Unit 1: Unit code: Unit reference number: Create a Winning Culture in an Automotive Environment AMA01L5 H/503/4113 QCF level: 5 Credit value: 4 Guided learning hours: 19 Unit summary This unit is about the practical skills a middle manager in an automotive retail environment needs to create a winning culture that supports the company s values and vision. The ability to live the vision and values, communicate these to others, inspire their support and change behaviour if necessary, is critical. Building team spirit, a common sense of purpose, the encouragement of creativity, innovation and diversity is also included. Assessment requirements This unit must be assessed in accordance with the IMI Assessment Strategy (see Annexe D) and adhere to the following Unit Assessment Requirements developed for the unit: 1. You must provide evidence from your work as a middle manager that you have consistently achieved all the learning outcomes, to the standard shown in the assessment criteria. 2. There should be evidence in the form of products of your work, for example: emails and other correspondence with senior managers, colleagues, customers and team members notes or recordings of team meetings or meetings with senior managers, colleagues and customers presentations to colleagues/team members or customers on the company s vision and values notes or recordings of meetings with individual team members to support their understanding of company values and vision These products may be presented or shown during the course of a Professional Discussion between the assessor and the candidate. 13
3. Products of work must be supplemented by: testimony from senior managers, colleagues, customers and team members to gain a 360 view of candidate performance a reflective account written or spoken by yourself, perhaps in the form of a presentation or as part of a professional discussion showing how your products of work demonstrate that you have achieved the learning outcomes 4. You must be observed by your assessor on at least 2 occasions interacting with team members in a way that demonstrates your ability to foster a winning culture in automotive retail. 5. Simulation is not allowed for this unit. Evidence for all learning outcomes must be drawn from actual performance in the workplace and must include that drawn from direct reports and colleagues at a higher level in the organisation. Work roles applicable to this unit are: branch managers managers with group functional responsibilities general managers Recording of evidence The type of evidence, portfolio reference and date should be entered against each assessment criterion in the table. Alternatively, centre documentation could be used to record this information. If evidence cannot be included in a portfolio, its location must be recorded in assessment documentation. All assessment evidence must be accessible for internal verifiers and Edexcel standards verifiers. 14
Learning outcomes and assessment criteria Learning outcomes Assessment criteria Evidence type 1 Be able to communicate company values and vision to others 1.1 Demonstrate company values through own personal behaviour, actions and words 1.2 Communicate company values and vision in a way that generates enthusiasm and commitment 1.3 Motivate and support others to put company values and vision into practice 1.4 Communicate company decisions to others so they understand how decisions link to the overall vision and objectives of the company 2 Be able to facilitate behavioural change to build productive relationships and support for company values 2.1 Demonstrate a range of strategies and tactics to influence behavioural changes that support productive working relationships in their area 2.2 Build productive relationships with other areas of the company 2.3 Change policies, processes and systems to increase support for the organisation s values Portfolio reference Date 15
Learning outcomes Assessment criteria Evidence type Portfolio reference Date 3 Be able to build team spirit in own area of responsibility 3.1 Promote a sense of common purpose in own area of responsibility 3.2 Develop a culture in own area of responsibility that recognises: creativity innovation the achievements of others 3.3 Recognise the achievements of individuals and team members 3.4 Demonstrate leadership styles that encourage and support diversity in people and ideas Learner name: Date: Learner signature: Date: Assessor signature: Date: Internal verifier signature: (if sampled) Date: 16
Unit 2: Unit code: Unit reference number: Automotive Risk Management and Other Legal Requirements AMA02L5 K/503/4114 QCF level: 5 Credit value: 4 Guided learning hours: 16 Unit summary This unit helps middle managers to understand essential legal requirements, including risk assessment, that are applicable in a retail automotive environment. Assessment requirements This unit must be assessed in accordance with the IMI Assessment Strategy (see Annexe D) and adhere to the following Unit Assessment Requirements developed for the unit: 1. You must provide explicit evidence that you have the knowledge covered by all the learning outcomes to the standard shown in the assessment criteria 2. Knowledge and understanding should be supplemented by: documented oral questions and answers projects or assignments documented professional discussions with your assessor Work roles applicable to this unit are: branch managers managers with group functional responsibilities general managers Recording of evidence The type of evidence, portfolio reference and date should be entered against each assessment criterion in the table. Alternatively, centre documentation could be used to record this information. If evidence cannot be included in a portfolio, its location must be recorded in assessment documentation. All assessment evidence must be accessible for internal verifiers and Edexcel standards verifiers. 17
Learning outcomes and assessment criteria Learning outcomes Assessment criteria Evidence type Portfolio reference Date 1 Understand risk assessment 1.1 Clarify when a risk assessment review should be carried out and who should be involved 1.2 Explain the purpose of risk assessment and how it should be carried out 1.3 Evaluate the risk assessment requirements and legal exemptions relating to the employment of young people 1.4 Explain the personal and environmental factors that should be covered by a risk assessment 1.5 Justify courses of action to minimise risk in the workplace following risk assessment 2 Understand the legal requirements relating to the management of staff 2.1 Explain own company policies and legal requirements relating to: a) diversity b) development c) appraisal of staff d) staff welfare e) staff reviews 3 Know what constitutes bullying and harassment in the workplace 3.1 Define what actions constitute bullying and harassment in the workplace 18
Learner name: Date: Learner signature: Date: Assessor signature: Date: Internal verifier signature: (if sampled) Date: 19
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Unit 3: Unit code: Unit reference number: Use Automotive Business Information to Monitor and Control a Business Area AMA03L5 M/503/4115 QCF level: 5 Credit value: 4 Guided learning hours: 20 Unit summary This unit is about the ability to analyse a range of business information in order to manage and control business performance. The ability to conduct cost benefit analyses against business proposals and business improvement is also included. Assessment requirements This unit must be assessed in accordance with the IMI Assessment Strategy (see Annexe D) and adhere to the following Unit Assessment Requirements developed for the unit: 1. You must provide evidence from your work as a middle manager that you have consistently achieved all the learning outcomes, to the standard shown in the assessment criteria. 2. There should be evidence in the form of products of work, for example: reports, notes, you have produced, based on your research and analysis reports, notes, emails or other correspondence showing how you have used information to manage business performance presentations on business performance reports demonstrating your ability to carry out cost-benefit exercises These products may be presented or shown during the course of a documented professional discussion between the assessor and the candidate. 21
3. Products of work may be supplemented, where necessary, by: testimony from senior managers, colleagues, customers and team members a reflective account written or spoken by yourself, perhaps in the form of a presentation or as part of a professional discussion, showing how your products of work demonstrate that you have monitored and controlled business activity 4. Simulation is not allowed for this unit. Evidence for all learning outcomes must be drawn from actual performance in the workplace Work roles applicable to this unit are: branch managers managers with group functional responsibilities general managers Recording of evidence The type of evidence, portfolio reference and date should be entered against each assessment criterion in the table. Alternatively, centre documentation could be used to record this information. If evidence cannot be included in a portfolio, its location must be recorded in assessment documentation. All assessment evidence must be accessible for internal verifiers and Edexcel standards verifiers. 22
Learning outcomes and assessment criteria Learning outcomes Assessment criteria Evidence type 1 Be able to process key business information 1.1 Use systems of gathering and managing business information for own area of responsibility 1.2 Analyse a range of key business management information, including: a) business plan and targets b) sales performance data c) market information d) financial performance data e) customer feedback data 2 Be able to utilise business information to manage business performance 2.1 Interpret business management information to identify performance variances between master targets and budgets and actual performance 2.2 Analyse business management information to identify the reasons for variances 2.3 Demonstrate a range of problem solving techniques, including root cause analysis 2.4 Evaluate available corrective actions and their impact on business performance and budgets 2.5 Obtain agreement from relevant people in the organisation for corrective action 2.6 Implement suitable management controls to operations and costs to achieve business performance targets, based on information gained Portfolio reference Date 23
Learning outcomes Assessment criteria Evidence type Portfolio reference Date 3 Be able to carry out cost benefit exercises 3.1 Apply cost benefit analysis techniques to business case proposals 3.2 Evaluate the cost and benefits associated with improvement initiatives Learner name: Date: Learner signature: Date: Assessor signature: Date: Internal verifier signature: (if sampled) Date: 24
Unit 4: Unit code: Unit reference number: Organise Effective Automotive Systems and Operations AMA04L5 A/503/4117 QCF level: 5 Credit value: 3 Guided learning hours: 16 Unit summary This unit is about the requirement for middle managers to be able to organise and manage effective business systems and operations ever mindful of best practice within the automotive industry. The ability to improve systems and operations and gain support for change is required. Assessment requirements This unit must be assessed in accordance with the IMI Assessment Strategy (see Annexe D) and adhere to the following Unit Assessment Requirements developed for the unit: 1. You must provide evidence from your work as a middle manager that you have achieved all the learning outcomes, to the standard shown in the assessment criteria. 2. There should be evidence in the form of products of your work, for example: benchmarking reports comparing the efficiency of your own area of responsibility with others (produced by yourself) documents or computer-based information that show how you have designed and implemented business processes and systems recommendations, plans and change plans produced by you on how efficiency can be improved in your area of the business correspondence, reports or other documents showing how efficiency in your area of the business has been improved notes or recordings of meetings with colleagues to discuss business improvements These products may be presented or shown during the course of a documented professional discussion between the assessor and the candidate 25
3. Products of work must be supplemented, where necessary, by: testimony from colleagues, customers and team members so as to present a 360 degree view of candidate performance. a reflective account written or spoken by yourself, perhaps in the form of a presentation or as part of a professional discussion, showing how your products of work demonstrate that you have achieved the learning outcomes 4. Simulation is not allowed for this unit. Evidence for all learning outcomes must be drawn from actual performance in the workplace. Work roles applicable to this unit are: branch managers managers with group functional responsibilities general managers Recording of evidence The type of evidence, portfolio reference and date should be entered against each assessment criterion in the table. Alternatively, centre documentation could be used to record this information. If evidence cannot be included in a portfolio, its location must be recorded in assessment documentation. All assessment evidence must be accessible for internal verifiers and Edexcel standards verifiers. 26
Learning outcomes and assessment criteria Learning outcomes Assessment criteria Evidence type 1 Be able to drive best practice and efficient systems and processes 1.1 Benchmark current operations against key automotive industry comparators including: a) competitor performance b) market penetration c) sales performance d) costs and profitability e) responsiveness f) customer satisfaction g) staff training and qualifications h) staff retention and turnover 1.2 Identify areas in need of process improvements across the business 1.3 Design business processes and systems to deliver required business outcomes that include: a) links to, and interactions with, existing systems in the business b) best practice approaches c) relevant process measures d) relevant resources e) definition of responsibilities f) definition of methods of review Portfolio reference Date 27
Learning outcomes Assessment criteria Evidence type Portfolio reference Date 1.4 Organise activity to deliver processes, systems and business outcomes, including a) communication of plans b) setting of objectives c) definition of responsibilities and expectations d) building consensus and support amongst staff e) identification and focus on critical success factors f) monitoring and review of plans g) mitigation of factors likely to impact on operational effectiveness 2 Be able to improve business operations 2.1 Identify areas in need of operational improvements across the business 2.2 Develop plans that will deliver operational improvements 2.3 Implement plans to deliver operational improvements 2.4 Build consensus and support among staff and colleagues to adopt changed working practices that deliver improved productivity and efficiency 2.5 Evaluate the success of changes to business operations 28
Learner name: Date: Learner signature: Date: Assessor signature: Date: Internal verifier signature: (if sampled) Date: 29
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Unit 5: Unit code: Unit reference number: Provide Leadership Within the Automotive Environment AMA05L5 J/503/4119 QCF level: 5 Credit value: 3 Guided learning hours: 16 Unit summary This unit is about demonstrating an inclusive team leadership style, setting high standards of performance and expectation for both the middle manager and their team. The ability to build confidence and gain commitment is critical. Assessment requirements This unit must be assessed in accordance with the IMI Assessment Strategy (see Annexe D) and adhere to the following Unit Assessment Requirements developed for the unit: 1. You must provide evidence from your work as a middle manager that you have consistently achieved learning outcome 1, to the standard shown in the assessment criteria 2. You must be observed by your assessor on at least 2 occasions interacting with colleagues and team members in a way that demonstrates you have achieved the above learning outcome. 3. There should be evidence in the form of products of work, for example: emails or other forms of correspondence with team members and/or colleagues notes or recordings of team meetings notes or recordings of meetings with individual team members performance review and development reports on individual team members These products may be presented or shown during the course of a documented professional discussion between the assessor and the candidate 31
4. Products of work must be supplemented by: testimony from senior managers, colleagues, customers and team members to gain a 360 degree view of candidate performance a reflective account written or spoken by yourself, perhaps in the form of a presentation or as part of a documented professional discussion showing how your products of work demonstrate that you have achieved the learning outcomes 5. Simulation is not allowed for this unit. Evidence for learning outcome 1 must be drawn from actual performance in the workplace and must include that drawn from direct reports and colleagues at a higher level in the organisation. Work roles applicable to this unit are: branch managers managers with group functional responsibilities general managers Recording of evidence The type of evidence, portfolio reference and date should be entered against each assessment criterion in the table. Alternatively, centre documentation could be used to record this information. If evidence cannot be included in a portfolio, its location must be recorded in assessment documentation. All assessment evidence must be accessible for internal verifiers and Edexcel standards verifiers. 32
Learning outcomes and assessment criteria Learning outcomes Assessment criteria Evidence type 1 Be able to lead a team 1.1 Define standards of performance and expectations for self and team which are consistent with business objectives and company values 1.2 Be visible and consistent with words and actions 1.3 Model behaviour that shows respect, helpfulness and co-operation with others 1.4 Gain commitment and accountability from others through a management style that includes: a) communicating vision and direction b) regular communication c) provision of support and advice d) empowering staff or colleagues to make their own decisions within agreed boundaries e) encouraging staff or colleagues to give a lead in their own areas of expertise f) welcoming diverse ideas and inputs g) gaining feedback from staff on own leadership performance 1.5 Build confidence and morale within the team by maintaining a balanced and positive approach in times of pressure 1.6 Encourage buy-in by helping people to see the value of win-win solutions Portfolio reference Date 33
Learner name: Date: Learner signature: Date: Assessor signature: Date: Internal verifier signature: (if sampled) Date: 34
Unit 6: Unit code: Unit reference number: Engage the Automotive Workforce in Business Operations AMA06L5 A/503/4120 QCF level: 5 Credit value: 3 Guided learning hours: 14 Unit summary This unit provides an opportunity for the middle manager to demonstrate a range of communication skills in order to engage and motivate their workforce. The ability to make business information understandable, lead staff briefings, which encourage debate, contributions and feedback that are openly welcomed is particularly important. Likewise is the ability to overcome resistance to change in ways that minimise damage to working relationships. Assessment requirements This unit must be assessed in accordance with the IMI Assessment Strategy (see Annexe D) and adhere to the following Unit Assessment Requirements developed for the unit: 1. You must provide evidence from your work as a middle manager that you have consistently achieved learning outcome 1, to the standard shown in the assessment criteria. 2. You must be observed by your assessor on at least 2 occasions interacting with team members in a way that demonstrates that you can engage your team in discussions and business improvement planning. 3. There should be evidence in the form of products of work, for example: emails or other forms of correspondence with team members and/or colleagues notes or recordings of team meetings notes or recordings of meetings with individual team members performance review and development reports on individual team members These products may be presented or shown during the course of a documented professional discussion between the assessor and the candidate 35
4. Products of work must be supplemented, where necessary, by: testimony from senior managers, colleagues and team members so as to present a 360 degree view of candidate performance. a reflective account written or spoken by yourself, perhaps in the form of a presentation or as part of a documented professional discussion, showing how your products of work demonstrate that you have achieved the learning outcomes 5. Simulation is not allowed for this unit. Evidence for learning outcome 1 must be drawn from actual performance in the workplace and must include that drawn from direct reports and colleagues at a higher level in the organisation. Work roles applicable to this unit are: branch managers managers with group functional responsibilities general managers Recording of evidence The type of evidence, portfolio reference and date should be entered against each assessment criterion in the table. Alternatively, centre documentation could be used to record this information. If evidence cannot be included in a portfolio, its location must be recorded in assessment documentation. All assessment evidence must be accessible for internal verifiers and Edexcel standards verifiers. 36
Learning outcomes and assessment criteria Learning outcomes Assessment criteria Evidence type Portfolio reference 1 Be able to engage the automotive workforce in business operations 1.1 Present information about the progress of the business clearly and concisely in a way understandable to the workforce 1.2 Lead team briefings and discussions, taking the initiative to provoke debate and secure agreements 1.3 Encourage contributions and suggestions from the workforce using consulting and coaching techniques 1.4 Provide feedback on contributions and suggestions which is fair, balanced and objective 1.5 Demonstrate the use of communication skills that overcome resistance to change in ways that minimise damage to working relationships 1.6. Apply a range of motivational techniques to achieve buy-in for recommended changes Learner name: Date: Learner signature: Date: Assessor signature: Date: Internal verifier signature: (if sampled) Date: Date 37
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Unit 7: Unit code: Unit reference number: Recruit and Select the Right People for the Automotive Industry AMA07L5 F/503/4121 QCF level: 5 Credit value: 3 Guided learning hours: 14 Unit summary This unit allows retail automotive middle manages to demonstrate their understanding and skills in relation to the recruitment and selection of staff and their management within the business. The ability to show fairness, consistency, integrity and compliance with current legislative requirements when dealing with both internal and external candidates is included. Assessment requirements This unit must be assessed in accordance with the IMI Assessment Strategy (see Annexe D) and adhere to the following Unit Assessment Requirements developed for the unit: 1. You must provide explicit evidence that you have the knowledge covered by learning outcome 1 and 2, to the standard shown in the assessment criteria. 2. Knowledge and understanding could be supplemented by: oral questions and answers projects or assignments discussions with your assessor 3. You must also provide evidence from your work as a middle manager that you have consistently achieved learning outcome 3 to the standard shown in the assessment criteria. 4. There should be evidence in the form of products of work, for example: notes or records resulting from the analysis of skills gaps and exit interviews used to inform the recruitment and selection process. job specifications and candidate profiles you have developed selection criteria you have developed plans for recruitment and selection, including for example emails and other correspondence to colleagues or HR specialists 39
notes and other records (for example score sheets) from interviews or other types of selection activities These products may be presented or shown during the course of a documented professional discussion between the assessor and the candidate 5. Products of work must be supplemented, where necessary, by: testimony from senior managers, HR specialists, colleagues and team members who were involved in the recruitment and selection process a reflective account written or spoken by yourself, perhaps in the form of a presentation or as part of a documented professional discussion, showing how your products of work demonstrate that you have achieved the learning outcomes 6. Simulation is not allowed for this unit. Learning outcome 1 and 2 should be assessed using methods appropriate to the assessment of knowledge. Evidence for learning outcome 3 must be drawn from actual performance in the workplace. Work roles applicable to this unit are: branch managers managers with group functional responsibilities general managers Recording of evidence The type of evidence, portfolio reference and date should be entered against each assessment criterion in the table. Alternatively, centre documentation could be used to record this information. If evidence cannot be included in a portfolio, its location must be recorded in assessment documentation. All assessment evidence must be accessible for internal verifiers and Edexcel standards verifiers. 40
Learning outcomes and assessment criteria Learning outcomes Assessment criteria Evidence type 1 Understand legal requirements relating to staff recruitment and selection processes 1.1 Explain the purpose of documenting the selection sifting and scoring process 1.2 Explain the importance of adhering to specified recruitment policies and procedures 1.3 Describe the legal position relating to probation period 2 Understand the main legal and best practice requirements associated with external and internal recruitment and selection processes 2.1 Evaluate strategies which maximise the chance of the right people being recruited and selected for the business 2.2 Explain external recruitment and selection process good practice and why good practice is important 2.3 Explain the benefits associated with the use of person specifications and standard recruitment procedures 2.4 Clarify the critical aspects of Employment Law to ensure fairness and avoid discrimination 2.5 Explain the purpose of the induction process 2.6 Explain internal recruitment and selection process best practice and why this is important Portfolio reference Date 41
Learning outcomes Assessment criteria Evidence type Portfolio reference Date 3 Be able to recruit the right people into the right jobs 3.1 Analyse exit interview information to understand staff recruitment needs and ways of reducing staff turnover 3.2 Review the current pool of skills and knowledge against business needs to identify shortfalls and inform staff recruitment needs 3.3 Implement a fair, consistent and transparent selection process which complies with current legislation for both internal and external candidates 3.4 Develop relevant selection criteria, person specifications and weighting requirements for vacancies 3.5 Conduct criteria-based interviews gathering, recording and scoring evidence to support agreed job criteria 3.6 Monitor selection processes carried out by others to ensure the best fit candidates are selected for vacant positions 3.7 Implement company policies for the selection and promotion of suitable internal candidates for vacant and new job positions 3.8 Demonstrate integrity, fairness and consistency in their personal decision making 42
Learner name: Date: Learner signature: Date: Assessor signature: Date: Internal verifier signature: (if sampled) Date: 43
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Unit 8: Unit code: Unit reference number: Achieve Results Through People in the Automotive Environment AMA08L5 L/503/4123 QCF level: 5 Credit value: 4 Guided learning hours: 20 Unit summary This unit allows the automotive middle manager to demonstrate their understanding and skills in relation to the important area of performance management. The ability to manage grievance and disciplinary matters is also included. Assessment requirements This unit must be assessed in accordance with the IMI Assessment Strategy (see Annexe D) and adhere to the following Unit Assessment Requirements developed for the unit: 1. You must provide explicit evidence that you have the knowledge and understanding covered by learning outcome 1 and 2, to the standard shown in the assessment criteria. 2. Knowledge and understanding could be supplemented by: oral questions and answers projects or assignments discussions with your assessor 3. You must also provide evidence from your work as a middle manager that you have achieved learning outcomes 3, 4 and 5 to the standard shown in the assessment criteria 4. There should be evidence in the form of products of work, for example: team planning sheets with targets and objectives notes or recordings of planning meetings with team member(s) notes or recordings of one-to-ones or performance review meetings with individual team members anonymous records and notes from grievance and disciplinary procedures 45
These products may be presented or shown during the course of a documented professional discussion between the assessor and the candidate 5. Products of work must be supplemented by: testimony from senior managers, HR specialists, team members and/or colleagues 6. Simulation is only allowed for learning outcome 4, if no naturally occurring evidence is available. Evidence for learning outcome 3, 4 and 5 must be drawn from actual performance in the workplace. Work roles applicable to this unit are: branch managers managers with group functional responsibilities general managers Recording of evidence The type of evidence, portfolio reference and date should be entered against each assessment criterion in the table. Alternatively, centre documentation could be used to record this information. If evidence cannot be included in a portfolio, its location must be recorded in assessment documentation. All assessment evidence must be accessible for internal verifiers and Edexcel standards verifiers. 46
Learning outcomes and assessment criteria Learning outcomes Assessment criteria Evidence type 1 Understand the principles, methods and techniques of performance management 1.1 Explain the aims and purpose of setting performance objectives 1.2 Differentiate between setting a challenging objective and setting an impossible objective 1.3 Clarify the main aims and purpose of performance review 1.4 Explain best practice when organising and running performance reviews 1.5 Evaluate different courses of action and techniques to adopt in response to poor performance 1.6 Identify when coaching would be an appropriate course of action 1.7 Describe the legal requirements relating to competence meetings with staff 1.8 Explain what is meant by competence issues 1.9 Clarify the purpose of a competence discussion 1.10 Describe best practice for carrying out a return to work interview Portfolio reference Date 47
Learning outcomes Assessment criteria Evidence type Portfolio reference Date 2 Understands the principles, methods of techniques for grievance and disciplinary management 2.1 Define what constitutes a disciplinary matter with regard to individual performance 2.2 Evaluate commonly occurring types of situations classed as grievances and the courses of action to take 2.3 Evaluate commonly occurring situations requiring disciplinary action and the courses of action to take 3 Be able to manage the competence and performance of the team 3.1 Set challenging, but achievable work objectives for their team 3.2 Explain to team members how their individual contributions will align with the achievement of organisational goals 3.3 Collect and analyse information to enable the preparation of staff performance reviews 3.4 Review individual performance at regular intervals measuring against relevant key performance indicators 3.5 Present feedback to individuals in a way that will help them improve their performance 3.6 Agree training and personal development needs with team members that meet business requirements 3.7 Instigate training and personal development activities that fill identified gaps and deliver improved performance 48