Client Report

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.

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.


Thank you for acting as the referee for our client.

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Manage personal work priorities 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 the management of the organisation.

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 the performance of staff that are direct reports.

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

Coordinate the learning and development of teams and individuals

Has the skills and knowledge required to coordinate the learning and development of teams and individuals. Particular emphasis is on the coordination of strategies to facilitate and promote learning and to monitor and improve learning performance.

Part A

Optional Comments

Part B

Coordinate creation of learning opportunities
Unassigned
Yes
No
Coordinate learning
Unassigned
Yes
No
Monitor and improve learning effectiveness
Unassigned
Yes
No

Coordinate health and wellness programs

Has the skills and knowledge required to coordinate programs with a health and wellbeing focus. The unit addresses coordination of the range of programs that would typically be associated with health and wellbeing such as stress management, smoking cessation, exercise and Employee Assistance Programs.

Part A

Optional Comments

Part B

Research and analyse employee health issues
Unassigned
Yes
No
Plan health and wellness program
Unassigned
Yes
No
Coordinate program
Unassigned
Yes
No
Evaluate and improve program
Unassigned
Yes
No
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Implement information and knowledge management systems

Has the skills and knowledge required to organise training for an information and knowledge management system and to implement the use of the system.

Part A

Optional Comments

Part B

Implement use of management system
Unassigned
Yes
No
Organise learning to use management systems
Unassigned
Yes
No
Review use of management system
Unassigned
Yes
No

Establish innovative work environments

Has the skills and knowledge required to create an environment that enables and supports practice which focuses on a holistic approach to the integration of innovation across all areas of work practice.

Part A

Optional Comments

Part B

Establish work practices
Unassigned
Yes
No
Create an innovative environment
Unassigned
Yes
No
Implement innovative work environment
Unassigned
Yes
No
Share and evaluate innovative ideas and work environment
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

Manage meetings

Has the skills and knowledge required to manage a range of meetings including overseeing the meeting preparation processes, chairing meetings, organising the minutes and reporting meeting outcomes.

Part A

Optional Comments

Part B

Prepare for meetings
Unassigned
Yes
No
Conduct meetings
Unassigned
Yes
No
Follow up meetings
Unassigned
Yes
No

Develop administrative systems

Has the skills and knowledge required to plan for or review the requirements of administrative systems and procedures for implementing, monitoring and reviewing the system.

Part A

Optional Comments

Part B

Plan administrative system
Unassigned
Yes
No
Implement administrative system
Unassigned
Yes
No
Monitor administrative system
Unassigned
Yes
No
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Manage business resources

Has the skills and knowledge required to manage resources according to planned business strategies. It includes analysing resource requirements, developing resource plans, allocating resources, and reviewing and reporting on resource usage.

Part A

Optional Comments

Part B

Analyse resource requirements
Unassigned
Yes
No
Develop resource plans
Unassigned
Yes
No
Allocate resources
Unassigned
Yes
No
Review and report on resource usage
Unassigned
Yes
No

Undertake project work

Has the skills and knowledge required to undertake a minor project or a section of a larger project. It covers developing a project plan, administering and monitoring the project, finalising the project and reviewing the project to identify lessons learned for application to future projects.

Part A

Optional Comments

Part B

Establish project parameters
Unassigned
Yes
No
Develop project plan
Unassigned
Yes
No
Administer and monitor project
Unassigned
Yes
No
Finalise and review project
Unassigned
Yes
No

Facilitate continuous improvement

Has the skills and knowledge required to lead and manage continuous improvement systems and processes. Particular emphasis is on the development of systems and the analysis of information to monitor and adjust performance strategies, and to manage opportunities for further improvements.

Part A

Optional Comments

Part B

Establish systems and processes
Unassigned
Yes
No
Monitor and adjust performance strategies
Unassigned
Yes
No
Manage opportunities for further improvement
Unassigned
Yes
No

Implement continuous improvement

Has the skills and knowledge required to implement continuous improvement of systems and processes of an organisation. It includes using systems and strategies to encourage the team to participate in the process, monitoring and reviewing performance, and identifying opportunities for further improvements.

Part A

Optional Comments

Part B

Identify and plan for improvement
Unassigned
Yes
No
Monitor implementation of continuous improvement
Unassigned
Yes
No
Evaluate implementation of continuous improvement
Unassigned
Yes
No

Develop and use emotional intelligence

Has the skills and knowledge required to develop and use emotional intelligence to increase self-awareness, self-management, social awareness and relationship management in the workplace.

Part A

Optional Comments

Part B

Prepare to develop emotional intelligence
Unassigned
Yes
No
Develop emotional intelligence
Unassigned
Yes
No
Promote development of emotional intelligence in others
Unassigned
Yes
No
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Lead and manage effective workplace relationships

Has the skills and knowledge required to lead and manage effective workplace relationships.

Part A

Optional Comments

Part B

Establish effective workplace relationship processes
Unassigned
Yes
No
Manage effective workplace relationships
Unassigned
Yes
No
Review management of workplace relationships
Unassigned
Yes
No

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 business operational plans

Has the skills and knowledge required to develop and monitor the implementation of operational plans to support efficient and effective workplace practices and organisational productivity and profitability.

Part A

Optional Comments

Part B

Establish operational plan
Unassigned
Yes
No
Manage resource acquisition
Unassigned
Yes
No
Monitor and review operational performance
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
Implement 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. It includes planning and implementing financial management approaches and supporting and evaluating effectiveness of financial management processes.

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
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Make presentations

Has the skills and knowledge required to prepare, deliver and review presentations for target audiences.

Part A

Optional Comments

Part B

Prepare presentation
Unassigned
Yes
No
Deliver presentation
Unassigned
Yes
No
Review presentation
Unassigned
Yes
No

Coordinate human resource functions and processes

Has the skills and knowledge required to coordinate human resource functions and processes, integrating business ethics.

Part A

Optional Comments

Part B

Determine strategies for delivery of human resource functions and processes
Unassigned
Yes
No
Coordinate the delivery of human resource functions and processes
Unassigned
Yes
No
Evaluate human resource functions and processes
Unassigned
Yes
No
Coordinate integration of business ethics in human resource practices
Unassigned
Yes
No

Lead difficult conversations

Has the skills and knowledge required to prepare, facilitate and lead difficult conversations.

Part A

Optional Comments

Part B

Prepare for conversation
Unassigned
Yes
No
Facilitate difficult conversation
Unassigned
Yes
No
Follow up and review conversation
Unassigned
Yes
No

Develop critical thinking in others

Has the skills and knowledge required to develop critical and creative thinking skills in others within a workplace context.

Part A

Optional Comments

Part B

Assess individual and team critical and creative thinking skills
Unassigned
Yes
No
Establish an environment that encourages the application of critical and creative thinking
Unassigned
Yes
No
Monitor and improve thinking practices
Unassigned
Yes
No

Lead communication in the workplace

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

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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