Client Report

Form 6L Advanced Leadership, Management & Business

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Contact Details

Please provide the name of the client
Please provide your name
Please provide your Position or Title
Years & Months you have known the client
Category (employer, supervisor, peer, specialist etc)
Workplace Name
Workplace Address
Please provide a contact number
Please provide your email *
Please re-type your email *

Instructions

This form is used to confirm what you, the client, “can” do. This form covers a number of workplace standards of performance. These standards represent the correct application of certain skills and knowledge within the workplace in order to gain a successful outcome.

This form covers both the Advanced Diploma of Leadership & Management and the Advanced Diploma of Business. Many of the units for these outcomes are shared which leaves more units in this form then are required for a single outcome. The area below regarding organisational finance is only an elective unit for the former and a core unit for the latter. We are able to offer assessment activities for gaps in this or other areas with no additional charge as long as the the majority of the entire qualification is through the recognition of prior learning. 


PLEASE NOTE:
YES means that you can do that certain thing.
NO means that you cannot do that certain thing OR you are unsure if you can.
Each standard will provide an opportunity for comment.

For Self Evaluations


If you are using this as a self-evaluation form you can skip the "Optional Comments" box unless you feel the need for additional information where you are unsure of a YES or NO response (i.e. Unassigned).

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Manage personal and professional development

Has the skills and knowledge required to implement systems and process that support the personal and professional development of self and others.

Part A

Optional Comments

Part B

Manage work goal development
Unassigned
Yes
No
Facilitate achievement of work priorities
Unassigned
Yes
No
Develop and maintain professional competence
Unassigned
Yes
No

Manage team effectiveness

Has the skills and knowledge required to lead teams in the workplace and to actively engage with management.

Part A

Optional Comments

Part B

Establish team performance plan
Unassigned
Yes
No
Develop and facilitate team cohesion
Unassigned
Yes
No
Facilitate teamwork
Unassigned
Yes
No
Liaise with stakeholders
Unassigned
Yes
No

Manage people performance

Has the skills and knowledge required to manage and review the performance of staff, allocate work, reward excellence and provide feedback to link performance management and development.

Part A

Optional Comments

Part B

Allocate work
Unassigned
Yes
No
Assess performance
Unassigned
Yes
No
Provide feedback
Unassigned
Yes
No
Manage follow up
Unassigned
Yes
No

Ensure a safe workplace for a work area

Has the skills and knowledge required to establish, maintain and evaluate an organisation’s health and safety (WHS) policies, procedures and programs in a work area to ensure a safe workplace, according to WHS legislative requirements.

Part A

Optional Comments

Part B

Establish a WHS management system in a work area
Unassigned
Yes
No
Establish and maintain effective and compliant consultative arrangements for managing WHS in a work area
Unassigned
Yes
No
Establish and maintain procedures for effectively identifying hazards, and assessing and controlling risks in work area
Unassigned
Yes
No
Evaluate and maintain a work area WHS management system (WHSMS)
Unassigned
Yes
No

Manage business risk

Has skills and knowledge required to manage business risks in a range of contexts across an organisation or for a specific business unit or area in any industry setting.

Part A

Optional Comments

Part B

Establish risk context
Unassigned
Yes
No
Identify risks
Unassigned
Yes
No
Analyse risks
Unassigned
Yes
No
Select and implement treatments
Unassigned
Yes
No

Lead communication in the workplace

Has the skills and knowledge required to lead communication in the workplace.

Part A

Optional Comments

Part B

Establish communication protocols
Unassigned
Yes
No
Coordinate effective communication
Unassigned
Yes
No
Present and negotiate persuasively
Unassigned
Yes
No
Review communication practices
Unassigned
Yes
No
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Manage organisational finances

Has the skills and knowledge required to undertake budgeting, financial forecasting and reporting.

Part A

Optional Comments

Part B

Prepare for financial management
Unassigned
Yes
No
Establish budgets and allocate funds
Unassigned
Yes
No
Report on finances
Unassigned
Yes
No

Develop organisational strategies

Has the skills and knowledge required to establish the strategic direction of the organisation, sustain competitive advantage and enhance competitiveness.

Part A

Optional Comments

Part B

Confirm vision and mission of the organisation
Unassigned
Yes
No
Analyse internal and external environment
Unassigned
Yes
No
Develop strategic organisational plan
Unassigned
Yes
No
Implement strategic organisational plan
Unassigned
Yes
No

Develop and implement business plans

Has the skills and knowledge required to lead a business operation that covers the steps required to develop and implement business plans.

Part A

Optional Comments

Part B

Establish business plan
Unassigned
Yes
No
Implement business plan
Unassigned
Yes
No
Respond to performance data
Unassigned
Yes
No

Develop marketing plans

Has the skills and knowledge required to research, develop and present marketing plans for an organisation.

Part A

Optional Comments

Part B

Prepare to write marketing plan
Unassigned
Yes
No
Write marketing plan
Unassigned
Yes
No
Finalise marketing plan
Unassigned
Yes
No

Lead and manage organisational change

Has the skills and knowledge required to lead and manage organisational change.

Part A

Optional Comments

Part B

Develop change management strategy
Unassigned
Yes
No
Implement change management strategy
Unassigned
Yes
No
Evaluate change management strategy
Unassigned
Yes
No

Provide leadership across the organisation

Has the skills and knowledge required to demonstrate senior leadership behaviour and personal and professional competence. Business ethics are also addressed in this unit.

Part A

Optional Comments

Part B

Communicate organisational mission and goals
Unassigned
Yes
No
Influence groups and individuals
Unassigned
Yes
No
Build and support teams
Unassigned
Yes
No
Demonstrate personal and professional competence
Unassigned
Yes
No
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Manage knowledge and information

Has the skills and knowledge required to develop and maintain information and data systems to support decision making, and to optimise the use of knowledge and learning throughout the organisation.

Part A

Optional Comments

Part B

Collect relevant business information
Unassigned
Yes
No
Analyse information and knowledge
Unassigned
Yes
No
Decide rectification for business issues
Unassigned
Yes
No
Distribute information to the organisation
Unassigned
Yes
No

Apply critical thinking for complex problem solving

Has the skills and knowledge required to apply critical thinking in order to develop solutions to complex issues arising in the workplace.

Part A

Optional Comments

Part B

Scope problem solving process
Unassigned
Yes
No
Lead solution development process
Unassigned
Yes
No
Refine solution for implementation
Unassigned
Yes
No

Lead corporate social responsibility

Has the skills and knowledge required to consult with stakeholders to develop, implement and evaluate corporate social responsibility policy in an organisation.

Part A

Optional Comments

Part B

Identify context for corporate social responsibility
Unassigned
Yes
No
Establish corporate social responsibility policy
Unassigned
Yes
No
Monitor and evaluate corporate social responsibility
Unassigned
Yes
No

Review organisational digital strategy

Has the skills and knowledge required to review an organisation’s digital strategy and assess whether it is fulfilling its objectives according to relevant performance indicators.

Part A

Optional Comments

Part B

Develop plan for review of digital strategy
Unassigned
Yes
No
Collect review information
Unassigned
Yes
No
Analyse the collected information
Unassigned
Yes
No
Determine review findings and outcomes
Unassigned
Yes
No
Document and distribute outcomes and recommendations of review
Unassigned
Yes
No

Apply legal principles in intellectual property law matters

Has the skills and knowledge required to apply legal principles in intellectual property law matters. It covers maintaining control over the copyright owner’s work, commercialising copyright material, preventing the unauthorised use of an original work and using other party’s original work legitimately.

Part A

Optional Comments

Part B

Prepare to apply principles of intellectual property
Unassigned
Yes
No
Employ principles of intellectual property
Unassigned
Yes
No
Finalise application of intellectual property principles
Unassigned
Yes
No

Manage project scope

Has the skills and knowledge required to determine and manage project scope. It involves obtaining project authorisation, developing a scope management plan, and managing the application of project scope controls.

Part A

Optional Comments

Part B

Conduct project authorisation activities
Unassigned
Yes
No
Define project scope
Unassigned
Yes
No
Manage project scope control process
Unassigned
Yes
No
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Communicate with influence

Has the skills and knowledge required to present and negotiate persuasively, lead and participate in meetings and make presentations to customers, clients and other key stakeholders.

Part A

Optional Comments

Part B

Identify communication requirements
Unassigned
Yes
No
Negotiate to achieve agreed outcome
Unassigned
Yes
No
Participate in and lead meetings
Unassigned
Yes
No
Make presentations
Unassigned
Yes
No

Manage innovation and continuous improvement

Has the skills and knowledge required to sustain and develop an environment in which continuous improvement, innovation and learning are promoted and rewarded.

Part A

Optional Comments

Part B

Establish ways of working within team
Unassigned
Yes
No
Identify improvements
Unassigned
Yes
No
Implement innovative processes
Unassigned
Yes
No
Develop workplace culture and tools for continuous improvement, innovation and learning
Unassigned
Yes
No

Monitor corporate governance activities

Has the skills and knowledge required to develop and implement procedures to ensure the organisation meets its corporate governance obligations.

Part A

Optional Comments

Part B

Plan corporate governance activities
Unassigned
Yes
No
Monitor performance of corporate governance activities
Unassigned
Yes
No
Review corporate governance activities
Unassigned
Yes
No

Develop workplace policies and procedures for sustainability

Has the skills and knowledge required to develop and implement workplace sustainability policies and to modify the policy to suit changed circumstances.

Part A

Optional Comments

Part B

Prepare workplace sustainability policies
Unassigned
Yes
No
Implement workplace sustainability policies
Unassigned
Yes
No
Review implementation of workplace sustainability policies
Unassigned
Yes
No

Manage budgets and financial plans

Has the skills and knowledge required to undertake financial management in an organisation or work area.

Part A

Optional Comments

Part B

Plan financial management approaches
Unassigned
Yes
No
Implement and monitor financial management plans
Unassigned
Yes
No
Review and evaluate financial management plans
Unassigned
Yes
No

Develop critical thinking in others

Has the skills and knowledge required to undertake financial management in an organisation or work area.

Part A

Optional Comments

Part B

Plan financial management approaches
Unassigned
Yes
No
Implement and monitor financial management plans
Unassigned
Yes
No
Review and evaluate financial management plans
Unassigned
Yes
No
Submit
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