Task 1 - Theory: Short Answer Questions

Task 1 requires you to demonstrate your knowledge of factors impacting on the coordination of business resources. Complete your answers in the space following and if you need more space, use your own paper placing your name at the top and the question identifier (letter) beside each answer.

a) What are the functions of 3 main pieces of business equipment used in your organisation and what are common faults encountered with each?

Task 2 - Practical: Coordinate Business Resources

Task 2 requires you to demonstrate your ability to coordinate the use of business resources. Complete the following tasks to complete a portfolio of evidence for your Assessor.

a) Copy all organisational policies, procedures and plans relating to the resource you have chosen to be purchased. You may White-Out any information that is confidential.

b) Consult with other stakeholders (managers, users or others who have an interest in the resource to be purchased. You will need evidence of this. There are two Evidence Records that may be completed or you may collect emails or other documents relating to discussions regarding the purchase. You will also need to provide further emails or other documentation relating to the follow-up (how it is working, how do they feel about the equipment and the process.)

c) Obtain at least two quotes and include copies of each.

d) Present your recommendations. This must be:

• Done in the format, style and structure required by your organisation
• Be accurate, word-processed and free of spelling mistakes
• Detail how this will meet organisational purchasing policies and procedures and why it is required
• Calculate costs and expenditures in relation to the use (not the purchase) of your chosen resource.
• Detail how the final choice was realistic and made efficient use of the budget resources
• Detail why you made the choice that you did including productivity improvements. Include any records that you have of the resource use and what is required.

e) Acquire the resource using the channels required by your organisation and develop a schedule for the use by team members, including training time.

f) Inform stakeholders of the purchase and conduct the training. The Evidence Records for the team members may be completed by them to evidence your ability here.

g) When the resources arrive, check that they reflect the quality and quantity in line with the service agreements. Create a check list for this and include a copy for your Assessor.

h) Monitor, review and create a brief report on:

• The effectiveness of the process you used
• Actual costs of purchase and savings as a result
• The effectiveness of the monitoring and reporting on the new resource
• Feedback on suggested improvements on the purchasing process, monitoring and reviews as suggested by the team. You will need evidence of this. There are two Evidence Records that may be completed or you may collect emails or other documents relating to feedback.

i) Copy any organisational documentation that you may have been required to complete relating to the resource you have chosen to be purchased and include the copy for your Assessor. You may White-Out any information that is confidential.

Task 3 - Evidence Record Team Member B

This form provides verification and evidence that Learner has demonstrated the skills and applies the knowledge required to determine and analyse existing and required resources, their effective application and accountability for their use.

It applies to individuals with a broad knowledge of business resources who contribute well developed skills and knowledge to ensure adequate resources are available to perform the work of the organisation. They may have responsibility to provide guidance or to delegate aspects of these tasks to others.

The Assessor will observe aspects of this by the Learner as much as possible but will also require information from two team members of the Learner to corroborate and verify portions of their assessment. The Assessor will arrange a time to meet and complete this Evidence Record with each team member.

Element 1.2 - Provide opportunities to individuals and work groups to contribute to the identification of resource requirements   

Did the Learner effectively provide opportunities for you and your workgroup to contribute to the identification of resource requirements? This could have been through one-on-one or group meetings, by email or other means. They may have sought information on current effectiveness of current resources (equipment) or requested that you suggest improvements.

Element 2.4 - Ensure Consultation with individuals and teams on allocation of resources is participative and is conducted using appropriate interpersonal skills

Did the Learner effectively consult with you and your team on the allocation of resources? That is who they would be used by and when.

When consulting did the Learner display good communication skills such as appropriate eye contact, questioning to gain and understanding and actively listening to others?