Training and Assessment in the Workplace Part 2 1

SAMPLE

training and assessment in the workplace part 2

Level 4

SAMPLE

Training and Assessment in the Workplace Part 2 1

SAMPLE

RIR

L4.T

A2S

AM

P A

pril

’10

Welcome to Training and Assessment in the Workplace Part 2.

This training resource covers two core areas:

Unit Title

18203 Verify evidence for assessment for candidate

4098 Use standards to assess candidate performance

Successfully completing these unit standards will earn you 9 credits towards the National Certificate in Retail (Level 4).

Having recently completed the Training and Assessment in the Workplace Part 1, you now have the skills to prepare for, deliver and review on-job training. You have also learnt how to prepare an Individual Development Plan, provide guidance and feedback, and review a trainee’s goals and objectives.

Your job as a trainer is not done until you are sure your trainees are consistently using the skills and knowledge you have taught them, on the job. Training and Assessment in the Workplace Part 2 focuses on the knowledge and skills you need to verify and assess your trainees’ performance on the job. This is especially important if your trainees are working towards a Retail Institute qualification.

When you have completed this training, you will be able to:

1 explain why the National Qualifications Framework (NQF) exists

1 explain what a unit standard is; describe the components of a unit standard and use relevant standards to assess a trainee’s performance

1 describe what ‘verification’ is and why it is necessary

1 plan the verification process

1 complete relevant verification documentation correctly

1 describe what ‘assessment’ means and why it is necessary

1 explain what ‘integrated assessment’ means

1 plan for an assessment

1 conduct an assessment by collecting the appropriate evidence and correctly completing the relevant assessment materials/administration

1 explain the re-assessment policy if your trainee is awarded NC

1 explain the post-assessment moderation requirements.

Completing this training resource, Training and Assessment in the Workplace Part 2, will prepare you to successfully complete Unit Standards 4098 and 18203. This will qualify you as an assessor and earn you credits towards the National Certificate in Retail (Level 4).

INTRODUCTION

Trainer

A person who

educates. Also

known as a teacher

or facilitator

Trainee

A person undergoing

training. Sometimes

also called a learner,

student or candidate

© 2010 Retail Institute2

SAMPLE

How to use this resource

This training material will help you prepare for your assessment to achieve the unit standards listed above. The sections follow through the steps involved in the process of verification and assessment.

You will find the assessment on the coloured pages at the back of this training material.

The secTions are: Page

Introduction ...................................................................................................................... 1

Section 1: The ‘big picture’ ................................................................................................ 5

Section 2: Unit standards ................................................................................................... 9

Section 3: The assessment process ..................................................................................... 15

Section 4: Verification ........................................................................................................ 17

Section 5: Assessment ....................................................................................................... 27

Section 6: Getting ready for assessment ............................................................................. 35

Section 7: Conducting the assessment ............................................................................... 45

Section 8: Integrated assessment materials ........................................................................ 59

Section 9: Giving feedback ................................................................................................ 63

Section 10: Completing the assessment administration ...................................................... 67

Section 11: Post-assessment moderation requirements ....................................................... 69

Review activity .................................................................................................................... 72

Section 12: Preparing for your own assessment ................................................................. 73

Notes ....................................................................................................................... 74

Glossary ........................................................................................................................ 81

Training and Assessment in the Workplace Part 2 3

This icon gives you a Hot Tip.hoT TiP!

This icon lets you know that there is more information on this subject in another module or section.

This icon tells you there is a key point to remember.

Icons

The following icons have been used in this training resource. Outlined below is an explanation of what the icons mean.

This icon identifies an example.

This icon indicates an activity for you to do. The activities do not form part of the assessment but will help to reinforce your learning.

Contact us

If you require help with any part of this material, please contact your Retail Institute Training Adviser on the freephone number – 0800 486 738.

Glossary

In this material you may come across some new or unfamiliar terms. These are explained in the margin when they appear for the first time. In addition, you will find a full glossary of terms at the back of this material.

Notes

A note section is available at the back of this resource for you to write down any notes or queries that you may have.SAM

PLE

© 2010 Retail Institute4

SAMPLE

Training and Assessment in the Workplace Part 2 5

THe ‘bIG pICTURe’The diagram below shows you the verification and assessment process. It introduces you to some important concepts and resources you will need for your training. Each step in the process is further expanded on throughout this resource.

ON-jOb TrAINING

GIvING feedbAck

cOmPleTING ASSeSSmeNT AdmINISTrATION

POST-ASSeSSmeNT mOderATION

verIfIcATION

Gathering evidence to confirm that the trainee’s work practices meet:

1 workplace policies and procedures1 complies with the requirements in

the unit standards.

ASSeSSmeNT

1 Planning the assessment1 Conducting pre-assessment meeting1 Conducting the assessment

This section also introduces you to some of the terms and definitions an assessor needs to be familiar with.

Feedback

Comments about a

person’s performance,

often used as a basis

for improvement

SecTION 1

SAMPLE

© 2010 Retail Institute6

What is the National Qualifications Framework (NQF)?

The unit standards you are currently working towards are part of the National Qualifications Framework (NQF).

The NQF is the recognised register of national qualifications in New Zealand. It exists to ensure that all qualifications offered within New Zealand are of a high standard and consistent across all industries and educational institutions.

There are 10 levels: 1 is the least difficult – 10 is the most difficult.

Each qualification requires a trainee to complete a certain number of credits. Each unit standard has a credit value allocated to it.

The Training and Assessment in the Workplace modules – Part 1 and 2 make up a ‘Limited Credit Programme’ at level 4.

This means you will achieve a limited number of credits that contribute towards completing the National Certificate in Retail (Level 4).

NaTIONal QUalIFICaTIONs:level:

1

2

3

4

5

6

7

8

9

10

National Certificates

National Diplomas

bachelors DegreesGraduate Diplomas

postgraduate Diplomas and Certificates, bachelors with Honours

Masters

Doctorates

Three examples of Retail Institute qualifications and their levels are:

1 National Certificate in Retail (Level 2): considered a ‘shop floor’ qualification

1 National Certificate in Retail (Level 3): considered a ‘retail supervisory’ qualification

1 National Certificate in Retail (Level 4): considered a ‘retail management’ qualification.

FOR exaMPle...

Trainer Pack

NATIONAL CERTIFICATE IN RETAILLevel 2

Trainer Pack

NATIONAL CERTIFICATE IN RETAILLevel 3

NATIONAL CERTIFICATE IN RETAIL

Level 4SAMPLE

Training and Assessment in the Workplace Part 2 7

What is an Industry Training Organisation (ITO)?

Industry Training Organisations (ITOs) are organisations funded by government and industry to help people achieve the qualifications relevant to their industry.

ReTaIl INDUsTRy

• Setsindustrybest practice

• Deliversonjobtraining and assessment

ReTaIl INsTITUTe

• Writesunitstandardsbased on industry best practice

• Matchesstandardsset by industry to the National Qualifications Framework (NQF)

• Developsresourcesforindustry

• Providesleadership,support and advice about training within the industry

NZQa

• Managesthe National Qualifications Framework (NQF)

• Regulatesunitstandards written by standard setting bodies (SSBs)

• Writesgenericunit standards

TRaINING pROvIDeRs

• Deliverunitstandard based courses

TeC (tertiary education commission)

• Createspolicyforthetertiaryeducationsector

• Providesfunding

Ministry of education • Provides strategic leadership in the sector

• Offers support and resources for the community, teachers and education providers

• Managestheschoolpropertyportfolio

• Provides strategic leadership in the tertiary system

Who sets the standards?

Standard Setting Bodies (SSBs) are the organisations responsible for developing relevant unit standards and qualifications.

They work with their stakeholders (for example, industry partners and professional groups) to do this.

FOR exaMPle...The Retail Institute is the SSB and the ITO for the retail and distribution industries.

SAMPLE

© 2010 Retail Institute8

SAMPLE

Training and Assessment in the Workplace Part 2 9

UNIT sTaNDaRDsThe standards of performance trainees must achieve are set down in documents called ‘unit standards’.

Each unit standard:

1 is registered on the NQF

1 specifies learning outcomes (what your trainees need to know and what they must be able to achieve)

1 has an assigned level and a credit value

1 may contribute to the completion and award of a National Certificate or Diploma

1 provides the basis for how your trainees’ knowledge and skills will be assessed

1 is developed in association with industry.

A unit standard contains important information, set out in the following sections:

1 Unit standard number

1 Version number

1 Title

1 Level

1 Credit

1 Special notes

1 Elements

1 Performance criteria

1 Range statements.

The following pages show how a unit standard is set out.

Performance

The way in which

someone or

something functions

SecTION 2

Unit standards provide you with:

1 information about the evidence trainees have to provide to achieve that unit standard

1 hints on how you should collect that evidence

1 criteria for evaluating the evidence you collect.

© 2010 Retail Institute10

62 version 4 3-Feb-09 1 of 4

SERVICE SECTOR - CORE SKILLS Maintain personal presentation in the

workplace

New Zealand Qualifications Authority 2009

level: 2 credit: 2 final date for comment: December 2005 expiry date: December 2006 sub-field: Service Sector Skills purpose: This unit standard is for people working and intending to

work in positions involving customer contact. People credited with this unit standard are able to: maintain personal hygiene; present a positive image; and maintain personal presentation and grooming.

entry information: Open. accreditation option: Evaluation of documentation by NZQA. moderation option: A centrally established and directed national moderation

system has been set up by NZQA. special notes: 1 In this unit standard enterprise requirements refer to

documented instructions about policy and procedures (including service level agreements and the application of legislation to enterprise situations). These instructions are available in the workplace, work site and/or training or educational establishment. Enterprise requirements may include but are not limited to - health and safety requirements, service delivery requirements, special needs requirements, customer complaints requirements.

Unit standard number – This is the number allocated by the NZQA.

credit – Each unit standard has a credit value allocated to it. A credit reflects the time a typical trainee should take to meet the learning outcomes and performance requirements of that unit standard.

One credit represents approximately 10 hours of learning, practice and assessment time. This is known as notional learning.

Title – The title of a unit standard indicates what someone who is credited with that unit standard has demonstrated they know and/or can do.

version number – Each time a change is made to a unit standard, a new version is created.

level – Each unit standard is allocated a level (levels are also allocated to whole qualifications). The allocated level will depend on the difficulty of learning involved in the unit standard.

The NQF is made up of 10 levels – 1 is the least difficult and 10 is the most difficult. The requirements for each level (the process, learning demand and responsibility) are outlined in the level descriptor.

Notional Learning

An estimate of the amount

of learning and assessment

involved in a qualification

FOR exaMPle...UnitStandard62Maintainpersonalpresentationintheworkplace.

SAMPLE

Training and Assessment in the Workplace Part 2 11

62 version 4 3-Feb-09 2 of 4

SERVICE SECTOR - CORE SKILLS Maintain personal presentation in the

workplace

New Zealand Qualifications Authority 2009

2 Definitions enterprise refers to any workplace, work site and/or

training or educational establishment; customer refers to both internal and external customers

and refers to the recipient of goods and/or services; positive customer attitude refers to a genuine concern

to assist customers, empathy, and a “can do” approach to meeting customer needs.

3 Legislative requirements may include but are not limited

to - Privacy Act, 1993; Health and Safety in Employment Act, 1992; Human Rights Act, 1993; and subsequent amendments.

4 An assessment resource to support this unit standard

can be found on the NZQA website at: http://www.nzqa.govt.nz/for-providers/resources/index.html

Elements and Performance Criteria element 1 Maintain personal hygiene. performance criteria 1.1 Reasons for personal hygiene for the workplace are identified in accordance

with enterprise requirements.

Range: reasons may include but are not limited to - health and safety, customer satisfaction.

range statements – Range statements provide boundaries, context or guiding examples to lessen the risk of different interpretations.

Special notes – These provide information to help users interpret the unit standard and/or help ensure consistent assessment. They can also indicate any special assessment requirements or conditions.

Performance criteria – These describe the essential evidence required to meet the elements in a unit standard.

elements – These describe the learning outcomes in a unit standard that collectively make up the title of that unit standard.

SAMPLE

© 2010 Retail Institute12

SAMPLE

To complete this activity you will need Unit Standards 18203 Verify evidence for assessment for candidate and 4098 Use standards to assess candidate performance. You will find these unit standards in the resource pack for Training and Assessment in the Workplace Part 2.

Read through each unit standard. Write some brief notes for each unit standard describing the elements and the performance criteria. The first element of Unit Standard 18203 has been done for you.

Unit Standard 18203 Verify evidence for assessment for candidate

Element 1, PC 1.1, 1.2, 1.3

Element 1 is about ‘planning the verification process’.

The verifier will meet with the trainee. They will discuss and agree on:

• thetypeandamountofevidencerequired

• howtheevidencewillbecollected

• anybarriersthatmayexist

• whatresourcesarerequired.

Element 2, PC 2.1, 2.2

TocompletethisactivityyouwillneedUnitStandard62Maintainpersonalpresentation in the workplace. You will find this in the resource pack for Training and Assessment in the Workplace Part 2.

Explain what the unit standard is about and how it is structured.

……………………………….............................................…………………......…...............

……………………………….............................................…………………......…...............

……………………………….............................................…………………......…...............

……………………………….............................................…………………......…...............

……………………………….............................................…………………......…...............

0800 486 738www.retailinstitute.org.nz

Copyright © Retail Institute

All rights reserved. No part of this publication may be reproduced in any form without prior written permission. Enquiries should be made to the Retail Institute, PO Box 24341, Wellington.

RIR

L4.T

A2S

AM

P A

pril

’10