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LEARNING ASSESSMENT GUIDES FOR UNIT STANDARDS 10,001 - 12,000

The following is Learning State's list of Learning Assessment Guides and resources for unit standards 10,001 - 12,000. These Learning Assessment Guides are updated regularly however if you are a registered assessor in the public sector and require a guide that is not here, please contact us so we can add it to the development schedule.

Unit Standard

Learning Resources

Unit 10425

Level 4
Credits 2
Version 5

Apply the HSE Act 1992 as an employee in a compliance and/or regulatory control workplace.

Learners credited with this unit standard are able to:

  • demonstrate knowledge of the way the Health and Safety in Employment (HSE) Act 1992 applies in one's own compliance and/or regulatory control workplace,
  • take steps to comply with the HSE Act 1992 as an employee.

Learning Assessment Guide (PDF 377 KB)

Unit 10458

Level 4
Credits 5
Version 4

Communicate product information to sales clients.

Learners credited with this unit standard are able to:

  • determine communication processes for product information,
  • communicate product information,
  • evaluate effectiveness of communication of product information.

Learning Assessment Guide (PDF 64 KB)

Training providers:

Strive LTD: www.strive.co.nz
People Power:
www.peoplepower.co.nz

Unit 10667

Level 4
Credits 8
Version 3

Explain the use of kawa and tikanga in Māori management situations.

Learners credited with this unit standard are able to:

  • explain the use of kawa and tikanga in relation to management situations,
  • explain the use of kawa and tikanga within an organisational structure,
  • explain how kawa and tikanga can be used in interpersonal communication situations with Maori staff.

Learning Assessment Guide (PDF 396 KB)

Unit 10669

Level 4
Credits 6
Version 3

Explain the effects on Māori of racism in the workplace.

Learners credited with this unit standard are able to:

  • explain the effects of institutional racism on Māori in the workplace,
  • explain the effects of personal racism in a variety of management situations.

Learning Assessment Guide (PDF 382 KB)

Unit 10670

Level 5
Credits 8
Version 3

Develop and implement a strategy to counter racism in Māori management situations.

Learners credited with this unit standard are able to:

  • develop and implement a strategy to counter racism to support Māori management situations.

Learning Assessment Guide (PDF 384 KB)

Unit 10672

Level 6
Credits 6
Version 3

Develop and implement workplace policies which are responsive to Māori.

Learners credited with this unit standard are able to:

  • review and analyse workplace policies to determine their responsiveness to Māori staff,
  • develop and implement workplace policies for Māori staff.

Learning Assessment Guide (PDF 400 KB)

Unit 10791

Level 2
Credits 3
Version 2

Participate in informal meetings.

Learners credited with this unit standard are able to:

  • identify guidelines for informal meetings,
  • participate in the meeting.

Learning Assessment Guide (PDF 382 KB)

Training providers:

PACT Training Consultants: www.pact.co.nz

Reference material available:

Books:
Munter, M. & Netzley, M. Guide to Meetings.
Hindle, T. Essential Managers: Managing Meetings.

Video with Booklet:
Communicating In a Team.

Video:
Meetings Bloody Meetings.
Listening & Understanding.

Website:
Template for an informal meeting agenda:
http://office.microsoft.com/en-us/templates/TC062433721033.aspx.

Unit 11057

Level 5
Credits 10
Version 2

Assess information sources and produce analysis of information and data.

Learners credited with this unit standard are able to:

  • identify relevant information sources and collect information and data,
  • select and apply analysis techniques,
  • interpret and produce information in relevant formats.

Learning Assessment Guide (PDF 396 KB)

Unit 11075

Level 6
Credits 15
Version 2

Manage implementation of organisational strategies, policies, and plans.

Learners credited with this unit standard are able to:

  • communicate implementation objectives, priorities and processes,
  • manage the allocation and use of resources,
  • coordinate, monitor and review implementation processes,
  • negotiate realignment of implementation objectives, priorities and processes.

Learning Assessment Guide (PDF 403 KB)

Reference material available:

Book:
Gaynor, G. What Every New Manager Needs to Know: Making a Successful Transition to Management, Ch 8.

DVD:
Scenario Planning.

Unit 11095

Level 3
Credits 3
Version 4

Write business correspondence to convey complex ideas and information.

Learners credited with this unit standard are able to:

  • write business correspondence to convey complex ideas and information.

Learning Assessment Guide (PDF 386 KB)

Training providers:

PACT Training Consultants: www.pact.co.nz

Reference material available:

Books:
Cleland, J.K. Business Writing For Results.
McAlpine, R. Crash Course in Corporate Communications.
Wienbroer, D. Hughes, E. & Silverman, J. Rules of Thumb for Business Writers.

Video with Booklet:
The Complete Communicator: Put it Into Writing Video One - Drama.

Unit 11096

Level 5
Credits 3
Version 3

Analyse feedback contexts and apply constructive feedback techniques.

Learners credited with this unit standard are able to:

  • analyse feedback contexts and/or situations,
  • give constructive feedback,
  • respond constructively to feedback.

Learning Assessment Guide (PDF 388 KB)

Training providers:

PACT Training Consultants: www.pact.co.nz
Leadership Development NZ:
www.leadershipdevelopment.co.nz
Precision Training:
www.precisiontraining.co.nz

Reference material available:

Book:
Gaynor, G. What Every New Manager Needs to Know: Making a Successful Transition to Management, Ch 7.

Training Manual:
The Feedback Skills Activity Pack.

Unit 11097

Level 3
Credits 3
Version 2

Listen to gain information in an interactive situation.

Learners credited with this unit standard are able to:

  • select listening techniques,
  • listen to gain information,
  • respond to information received.

Learning Assessment Guide (PDF 383 KB)

Training providers:

EMA Training Centre: www.ema.co.nz
Lifetime Learning:
www.lifetimelearning.co.nz
Leadership Development NZ:
www.leadershipdevelopment.co.nz

Strive LTD: www.strive.co.nz

Reference material available:

Book:
Burley-Allen, M. Listening: The Forgotten Skill.

Video:
Listening & Understanding.

DVDs with Booklet:
Just a Call Away: Attitude is Everything.
Hotlines: Building Relationships.
Hotlines: Controlling Call Time.

Interactive CD-Rom with Book:
Listening Skills.

Self-Directed Workbook:
Listen to gain information
(under development).

Unit 11098

Level 5
Credits 2
Version 3

Analyse listening techniques, and listen and respond to information received.

Learners credited with this unit standard are able to:

  • analyse listening techniques,
  • listen and respond to information received.

Learning Assessment Guide (PDF 397 KB)

Training providers:

PACT Training Consultants: www.pact.co.nz
Precision Training:
www.precisiontraining.co.nz

Reference material available:

Books:
Burley-Allen, M. Listening: The Forgotten Skill.
Gaynor, G. What Every New Manager Needs to Know: Making a Successful Transition to Management, Ch 7.

Book with Interactive CD-Rom:
Ryan, K & Pauley, A. Listening Skills.

Unit 11099

Level 4
Credits 4
Version 3

Develop strategies for communicating in a culturally diverse workplace.

Learners credited with this unit standard are able to:

  • identify communication implications of cultural diversity,
  • communicate in a culturally diverse workplace.

Learning Assessment Guide (PDF 379 KB) 

Training providers:

PACT Training Consultants: www.pact.co.nz
Leadership Development NZ:
www.leadershipdevelopment.co.nz

Reference material available:

Video:
Cultural Gains: Managing a Multicultural Workplace.

Unit 11101

Level 4
Credits 4
Version 2

Collaborate within a group/team which has an objective(s).

Learners credited with this unit standard are able to:

  • collaborate within a group/team working toward achievement of objective(s),
  • contribute collaboratively to group/team function.

Learning Assessment Guide (PDF 58 KB)

Training providers:

Lifetime Learning: www.lifetimelearning.co.nz
Macquarie Training:
www.mtrain.co.nz
People Power:
www.peoplepower.co.nz

Reference material available:

Books:
Hunter, D. The Zen of Groups: A Handbook for People Meeting with a Purpose.
Higgins, J.M. 101 Creative Problem Solving Techniques: The Handbook of New Ideas for Business.
Leigh, J. Organising and Participating in Meetings.
Gaynor, G. What Every New Manager Needs to Know: Making a Successful Transition to Management, Ch 4 & 8.

Training Manual with DVD:
Cleeton, D. & Sharman, D. Influencing Skills.

Unit 11281

Level 4
Credits 3
Version 4

Prepare candidates for assessment.

Learners credited with this unit standard are able to:

  • prepare candidates for the assessment process,
  • determine candidate's readiness for assessment.

Learning Assessment Guide (PDF 403 KB)

Training providers:

PACT Training Consultants: www.pact.co.nz
Macquarie Training:
www.mtrain.co.nz
Framework Solutions:
www.framework.co.nz

Unit 11283

Level 4
Credits 6
Version 4

Communicate with clients in a compliance context.

Learners credited with this unit standard are able to:

  • make first contact with clients in a compliance context,
  • progress compliance with clients,
  • close contact with clients.

Learning Assessment Guide (PDF 61 KB)

Unit 11285

Level 7
Credits 5
Version 4

Negotiate on a complex issue with an aggressive client in a compliance context.

Learners credited with this unit standard are able to:

  • plan to negotiate on a complex issue with an aggressive client in a compliance context,
  • negotiate to reach agreement on a complex issue with an aggressive client in a compliance context.

Learning Assessment Guide (PDF 101 KB)

Unit 11551

Level 5
Credits 6
Version 3

Moderate assessment.

Learners credited with this unit standard are able to:

  • moderate assessment materials,
  • verify assessment decisions,
  • follow moderation administration practices.

Learning Assessment Guide (PDF 387 KB)

Training providers:

Macquarie Training: www.mtrain.co.nz
Framework Solutions:
www.framework.co.nz
EMA Training Centre:
www.ema.co.nz

Unit 11552

Level 5
Credits 6
Version 3

Design assessment.

Learners credited with this unit standard are able to:

  • design assessment,
  • evaluate assessment materials.

Learning Assessment Guide (PDF 400 KB)

Training providers:

Macquarie Training: www.mtrain.co.nz
Framework Solutions:
www.framework.co.nz
EMA Training Centre:
www.ema.co.nz

Unit 11609

Level 4
Credits 2
Version 4

Perform the accounting functions for cash transactions.

Learners credited with this unit standard are able to:

  • analyse, classify, and record cash transactions in an accounting system,
  • complete a bank reconciliation.

Learning Assessment Guide (PDF 372 KB)

Unit 11610

Level 4
Credits 5
Version 4

Perform the accounting functions for accounts receivable.

Learners credited with this unit standard are able to:

  • create and record accounts receivable transactions in an accounting system,
  • reconcile records of accounts receivable transactions,
  • report accounts receivable transactions,
  • maintain a debtors' master file.

Learning Assessment Guide (PDF 401 KB)

Reference material available:

Books:
Broderick, T. Accounting Workbook AME NCEA Year 13.
Bourke, D.H. & Smart, M.J. Principles of Accounting.

Unit 11611

Level 4
Credits 5
Version 4

Perform the accounting functions for accounts payable.

Learners credited with this unit standard are able to:

  • create and record accounts payable transactions in an accounting system,
  • reconcile records of accounts payable transactions,
  • report accounts payable transactions,
  • maintain a creditors' master file.

Learning Assessment Guide (PDF 392 KB)

Reference material available:

Books:
Broderick, T. Accounting Workbook AME NCEA Year 13.
Bourke, D.H. & Smart, M.J. Principles of Accounting.

Unit 11612

Level 5
Credits 4
Version 4

Perform the accounting functions for general ledger transactions.

Learners credited with this unit standard are able to:

  • maintain a general ledger Chart of Accounts,
  • create and record general ledger transactions in an accounting system,
  • reconcile general ledger transactions to other ledgers,
  • report general ledger transactions.

Learning Assessment Guide (PDF 395 KB)

Unit 11614

Level 4
Credits 4
Version 4

Perform the accounting functions for fixed assets.

Learners credited with this unit standard are able to:

  • maintain a fixed asset master file,
  • create and record fixed asset transactions in an accounting system,
  • reconcile records of fixed asset transactions,
  • report fixed assets transactions.

Learning Assessment Guide (PDF 402 KB)

Reference material available:

Books:
Broderick, T. Accounting Workbook AME NCEA Year 13.
Bourke, D.H. & Smart, M.J. Principles of Accounting.

Unit 11615

Level 5
Credits 4
Version 3

Perform the accounting processes for GST.

Learners credited with this unit standard are able to:

  • calculate and record Goods and Services Tax (GST),
  • complete GST returns,
  • reconcile records of GST transactions.

Learning Assessment Guide (PDF 376 KB)

Unit 11616

Level 5
Credits 4
Version 4

Perform the accounting processes for payments for ACC, statutory payroll deductions, and FBT.

Learners credited with this unit standard are able to:

  • calculate and record payments for ACC, statutory payroll deductions, and Fringe Benefit Tax (FBT),
  • complete returns for ACC, statutory payroll deductions, and FBT,
  • reconcile records of payments for statutory payroll deductions.

Learning Assessment Guide (PDF 715 KB)

Reference material available:

Books:
Hawes, M. Tax in New Zealand
Broderick, T. Accounting Workbook AME NCEA Year 13.
Bourke, D.H. & Smart, M.J. Principles of Accounting.

Websites:
http://www.ird.govt.nz

Unit 11617

Level 5
Credits 5
Version 4

Perform the accounting functions for routine trust account transactions.

Learners credited with this unit standard are able to:

  • maintain a trust account client master file,
  • receive, refund, and bank client funds,
  • calculate interest and charges for client accounts,
  • analyse, classify, and record trust account transactions in an accounting system,
  • reconcile records of trust account transactions,
  • report trust account transactions.

Learning Assessment Guide (PDF 401 KB)

Reference material available:

Books:
Broderick, T. Accounting Workbook AME NCEA Year 13.
Bourke, D.H. & Smart, M.J. Principles of Accounting.

Unit 11618

Level 4
Credits 3
Version 4

Perform the accounting functions for inventory.

Learners credited with this unit standard are able to:

  • create and record inventory transactions in an accounting system,
  • reconcile records of inventory transactions,
  • report inventory transactions,
  • maintain an inventory master file.

Learning Assessment Guide (PDF 396 KB)

Reference material available:

Books:
Broderick, T. Accounting Workbook AME NCEA Year 13.
Bourke, D.H. & Smart, M.J. Principles of Accounting.

Unit 11621

Level 4
Credits 2
Version 4

Prepare financial returns required by government and industry bodies.

Learners credited with this unit standard are able to:

  • gather and validate data for financial returns required by government and industry bodies,
  • complete financial returns required by government and industry bodies.

Learning Assessment Guide (PDF 373 KB)

Reference material available:

Books:
Broderick, T. Accounting Workbook AME NCEA Year 13.
Bourke, D.H. & Smart, M.J. Principles of Accounting.

Unit 11622

Level 4
Credits 15
Version 5

Explain the nature of accounting systems and prepare financial statements for entities.

Learners credited with this unit standard are able to:

  • explain the nature of accounting,
  • explain and classify transactions according to their effect on the accounting equation,
  • explain accounting concepts and principles, and prepare financial statements for entities,
  • explain internal control procedures for accounting information systems.

Learning Assessment Guide (PDF 381 KB)

Reference material available:

Books:
Broderick, T. Accounting Workbook AME NCEA Year 13.
Bourke, D.H. & Smart, M.J. Principles of Accounting.

Unit 11624

Level 5
Credits 10
Version 5

Explain the objectives of and apply the processes of financial analysis.

Learners credited with this unit standard are able to:

  • explain the objectives of analysis of financial statements,
  • calculate ratios to measure profitability, asset utilisation, and working capital management,
  • explain the nature of the solvency test and calculate ratios to measure the commercial viability of organisations,
  • report on the results of financial analysis.

Learning Assessment Guide (PDF 379 KB)

Training providers:

Precision Training Ltd: www.precisiontraining.co.nz

Reference material available:

Books:
Bourke, D.H. & Smart, M.J. Principles of Accounting.
Hansen, S. How to Improve Performance & Profit.

Unit 11626

Level 6
Credits 20
Version 4

Explain and apply concepts of financial management.

Learners credited with this unit standard are able to:

  • explain the nature of and the need for strategies for financial management,
  • explain the nature of, and calculate, measures of risk,
  • explain and apply the principles of project appraisal,
  • explain the processes of funds management,
  • explain and evaluate the nature of, and calculate cost of, capital,
  • explain the processes of managing capital structures and liability portfolios.

Learning Assessment Guide (PDF 392 KB)

Unit 11627

Level 5
Credits 20
Version 4

Explain and apply concepts of management accounting.

Learners credited with this unit standard are able to:

  • explain the role of management accounting in resource management,
  • explain the processes for controlling and allocating costs,
  • apply the processes for controlling and allocating costs,
  • explain the nature of budgets and prepare a master budget,
  • calculate variances and prepare a variance report for a standard costing system,
  • apply short-term decision making techniques in management accounting.

Learning Assessment Guide (PDF 401 KB)

Reference material available:

Book:
Izhar, R. & Hontoir, J. Accounting, Costing & Management.

Unit 11628

Level 5
Credits 20
Version 4

Explain and apply concepts of taxation.

Learners credited with this unit standard are able to:

  • determine taxation compliance requirements and the taxation implications of a range of activities,
  • determine taxation liability and prepare taxation returns for a range of activities.

Learning Assessment Guide (PDF 387 KB)

Reference material available:

Books:
Hawes, M. Tax in New Zealand.

Unit 11629

Level 5
Credits 20
Version 4

Explain and apply concepts of external financial reporting.

Learners credited with this unit standard are able to:

  • explain the nature of external financial reports,
  • explain the nature of general purpose financial reporting,
  • prepare the financial statements for a reporting entity,
  • prepare working papers for the consolidation of a 100% owned holding company-subsidiary company relationship, and prepare consolidated financial statements .

Learning Assessment Guide (PDF 416 KB)

Unit 11630

Level 5
Credits 20
Version 4

Explain the nature and processes of auditing.

Learners credited with this unit standard are able to:

  • explain the nature of auditing, and professional and regulatory requirements that affect, auditing,
  • explain the purposes of, and the processes involved in, establishing an audit plan,
  • explain the mechanics of internal and external audits,
  • discuss the issues associated with the preparation of audit reports.

Learning Assessment Guide (PDF 375 KB)

Unit 11631

Level 4
Credits 4
Version 2

Demonstrate knowledge of the legal system in New Zealand.

Learners credited with this unit standard are able to:

  • explain the nature of law,
  • explain classifications of law,
  • describe the sources of New Zealand law,
  • describe the law made by the legislative branch of government, the process by which it is made, and its effect,
  • describe the law made by the administrative branch of government and the process by which it is made,
  • describe the law made by the judicial branch of government and the process by which it is made and reported.

Learning Assessment Guide (PDF 379 KB)

Unit 11632

Level 4
Credits 2
Version 2

Demonstrate knowledge of the methods for resolving business disputes.

Learners credited with this unit standard are able to:

  • describe options for resolving business disputes in New Zealand,
  • compare dispute resolution options.

Learning Assessment Guide (PDF 362 KB)

Unit 11633

Level 5
Credits 7
Version 2

Apply the law of contract to a given fact situation.

Learners credited with this unit standard are able to:

  • define a contract,
  • apply the law relating to the formation of a contract,
  • apply the law which may invalidate a contract or render it unenforceable,
  • apply the law of discharge of contract,
  • apply the law of contractual remedies.

Learning Assessment Guide (PDF 379 KB)

Unit 11635

Level 5
Version 1
Credits 2

Apply the law of agency to a given fact situation.

Learners credited with this unit standard are able to:

  • define agency,
  • apply the law relating to creation and termination of agency,
  • apply the law relating to authority of agents,
  • apply the law as to the rights of third parties,
  • apply the law relating to the duties of a principal and an agent to each other, and the remedies for breach of duty.

Learning Assessment Guide (PDF 380 KB)

Unit 11636

Level 5
Credits 1
Version 2

Apply selected torts to a given fact situation.

Learners credited with this unit standard are able to:

  • explain the nature and principles of torts,
  • apply the law of negligence.

Learning Assessment Guide (PDF 367 KB)

Unit 11637

Level 4
Credits 1
Version 2

Demonstrate knowledge of the law of business entities.

Learners credited with this unit standard are able to:

  • describe business entities,
  • justify the selection of a business entity.

Learning Assessment Guide (PDF 368 KB)

Unit 11638

Level 5
Credits 2
Version 2

Demonstrate knowledge of the law of property in New Zealand.

Learners credited with this unit standard are able to:

  • define property,
  • describe the law relating to the ownership and transfer of land,
  • apply the rules relating to the ownership and transfer of goods.

Learning Assessment Guide (PDF 373 KB)

Unit 11639

Level 5
Credits 3
Version 2

Demonstrate knowledge of consumer legislation.

Learners credited with this unit standard are able to:

  • explain and apply selected provisions of the Fair Trading Act 1986, and its subsequent amendments, to a given fact situation,
  • apply the Consumer Guarantees Act 1993, and its subsequent amendments, to a given fact situation,
  • apply the selected provisions of the Commerce Act 1986, and its subsequent amendments, to a given fact situation.

Learning Assessment Guide (PDF 370 KB)

Unit 11646

Level 5
Credits 5
Version 4

Prepare business information for management.

Learners credited with this unit standard are able to:

  • establish management information needs,
  • identify and research information sources,
  • select, collate, and process information,
  • produce business information for management.

Learning Assessment Guide (PDF 381 KB)

Training providers:

PACT Training Consultants: www.pact.co.nz
Precision Training:
www.precisiontraining.co.nz

Unit 11647

Level 5
Credits 5
Version 4

Present business information for a business purpose.

Learners credited with this unit standard are able to:

  • identify, evaluate and select presentation options to meet a business purpose,
  • prepare and present information to an audience in a manner that meets the business purpose.

Learning Assessment Guide (PDF 417 KB)

Training providers:

PACT Training Consultants: www.pact.co.nz

Reference material available:

Books:
Kearny, L. Graphics for Presenters: Getting Your Ideas Across.
Mandel, S. Technical Presentation Skills: A Practical Guide for Better Speaking.

Unit 11648

Level 5
Credits 7
Version 4

Plan and organise business meetings, and complete meeting administration.

Learners credited with this unit standard are able to:

  • identify organisational, cultural, regulatory, and statutory requirements for business meetings,
  • prepare and produce documentation for two business meetings of different types,
  • make arrangements for business meetings,
  • record activities and outcomes of business meetings.

Learning Assessment Guide (PDF 415 KB)

Unit 11649

Level 5
Credits 5
Version 4

Manage and coordinate business meetings to achieve outcomes.

Learners credited with this unit standard are able to:

  • establish meeting objectives,
  • identify and inform participants,
  • conduct meetings to achieve objectives,
  • record and report meeting outcomes, and determine follow-up actions.

Learning Assessment Guide (PDF 417 KB)

Training providers:

Precision Training: www.precisiontraining.co.nz
Macquarie Training:
www.mtrain.co.nz

Reference material available:

Book:
Munter, M. & Netzley, M. Guide to Meetings.

Unit 11650

Level 6
Credits 10
Version 4

Plan, coordinate and evaluate a business conference, event, or function.

Learners credited with this unit standard are able to:

  • establish the purpose and objectives of the activity in consultation with key stakeholders,
  • determine service and financial requirements and produce a budget for the activity,
  • establish planning, organising and evaluation requirements for the activity,
  • coordinate and monitor development of the activity programme,
  • evaluate the activity.

Learning Assessment Guide (PDF 415 KB)

Unit 11651

Level 5
Credits 5
Version 4

Manage travel arrangements for international business travel.

Learners credited with this unit standard are able to:

  • establish international business travel needs,
  • develop international business travel plans and confirm business itinerary arrangements,
  • provide for international business travel funding and payment,
  • provide administrative support before and during international business travel,
  • document and provide feedback on international business travel outcomes.

Learning Assessment Guide (PDF 446 KB)

Unit 11655

Level 6
Credits 15
Version 4

Manage administration of special interest groups.

Learners credited with this unit standard are able to:

  • establish administration policies and systems,
  • plan and manage meetings,
  • manage incoming and outgoing correspondence,
  • maintain membership records,
  • manage organisation finances,
  • disseminate policy statements and promotional literature,
  • liaise with government agencies, support services, and other organisations.

Learning Assessment Guide (PDF 403 KB)

Unit 11815

Level 3
Credits 4
Version 2

Answer customer enquiries on the telephone in a wide range of contexts.

Learners credited with this unit standard are able to:

  • greet customer on the telephone, identify customer needs and expectations, and gain agreement on requirements,
  • analyse customer needs and expectations, and identify options to meet them,
  • meet customer needs,
  • close call and complete documentation and follow-up procedures.

Learning Assessment Guide (PDF 393 KB)

Training providers:

Rapid Results at www.icontact.co.nz
Strive LTD:
www.strive.co.nz
EMA Training Centre:
www.ema.co.nz

Reference material available:

Books:
Burley-Allen, M. Listening: The Forgotten Skill.
Finch, L. Telephone Courtesy & Customer Service.
Blanchard & Bowles. Raving Fans: A Revolutionary Approach to Customer Service.

Video:
Give 'Em the Pickle: a Leader's Guide.

DVD:
Hotlines: Controlling Call Times.

Training Manual:
Wowing the Customer.

Website:
Dealing with complaints from customers:
www.consumeraffairs.govt.nz/businessinfo/serviceandcomplaints.html

Unit 11816

Level 3
Credits 4
Version 2

Answer customer enquiries by mail, facsimile, and/or e-mail in a wide range of contexts.

Learners credited with this unit standard are able to:

  • identify customer needs and expectations,
  • analyse customer needs and expectations, and identify options to meet them,
  • write reply by mail, facsimile, and e-mail,
  • complete documentation and follow-up procedures.

Learning Assessment Guide (PDF 404 KB)

Training providers:

Rapid Results: www.icontact.co.nz
Strive LTD:
www.strive.co.nz

Reference material available:

Books:
McAlpine, R. Crash Course in Corporate Communications.
Software education unit standard resource book.

Video with Booklet:
Give 'Em the Pickle: a Leader's Guide.

Question for Clarity.
Respect: Relating to your Customer.

Training Manual:
Wowing the Customer.

Booklet:
Work Module Booklet 11816.

Website:
"Appropriate use of Internet and Email in the State Services" SSC April 2005:
www.ssc.govt.nz.

Unit 11817

Level 3
Credits 4
Version 4

Serve customers face to face in a wide range of contexts.

Learners credited with this unit standard are able to:

  • create the customer's first impression of organisation's service,
  • identify and meet customer's needs and expectations,
  • close customer encounter.

Learning Assessment Guide (PDF 395 KB)

Reference material available:

Book:
Pease, A. Body Language.

Video:
Excellent Customer Service.

Video with Booklet:
Communicating Without Words.

DVD with Booklet:
Handling Angry Customers over the Phone.

Training Manual:
Wowing the Customer.

Self-Directed Workbook:
Serve customers face to face
(under development).

Unit 11818

Level 3
Credits 4
Version 2

Enhance work practices by the application of product and/or service knowledge.

Learners credited with this unit standard are able to:

  • maintain and enhance knowledge of product and/or service,
  • apply product and/or service knowledge to enhance work practice.

Learning Assessment Guide (PDF 377 KB)

Training providers:

Rapid Results: www.icontact.co.nz
Strive LTD:
www.strive.co.nz

Reference material available:

Training Manual:
Wowing the Customer.

Unit 11826

Level 4
Credits 4
Version 2

Develop and use customer satisfaction measurement tools.

Learners credited with this unit standard are able to:

  • design customer satisfaction measurement tools,
  • use measurement tools to evaluate customer satisfaction,
  • recommend improvements where customer dissatisfaction exists.

Learning Assessment Guide (PDF 389 KB)

Reference material available:

Books:
Gerson, R. Measuring Customer Satisfaction.
Kemp, S.M. & Kemp, S. Business Statistics Demystified.

Unit 11827

Level 3
Credits 2
Version 2

Participate in organisational change.

Learners credited with this unit standard are able to:

  • describe the impact of organisational change on individuals and/or groups,
  • prepare to participate in organisational change,
  • participate in organisational change.

Learning Assessment Guide (PDF 381 KB)

Reference material available:

Book:
Fossum, L. Understanding Organisational Change: Converting Theory to Practice.

DVD with Booklet:
20 Steps to Better Management: Thriving on Change.

Unit 11830

Level 6
Credits 10
Version 2

Evaluate service delivery.

Learners credited with this unit standard are able to:

  • identify the quantitative and qualitative characteristics of service delivery,
  • evaluate the quality characteristics of service delivery,
  • make recommendations for service delivery improvements.

This unit standard is primarily for sales and services managers, but is also relevant to other staff who have, or wish to have, a role in sales and/or service management of an organisation.

Learning Assessment Guide (PDF 397 KB)

Unit 11831

Level 3
Credits 6
Version 3

Apply skills and qualities of a salesperson in a retail or distribution environment.

Learners credited with this unit standard are able to:

  • describe skills and qualities of a salesperson,
  • apply skills and qualities of a salesperson in a sales transaction.

Learning Assessment Guide (PDF 368 KB)

Training providers:

Strive LTD: www.strive.co.nz
People Power:
www.peoplepower.co.nz


Last Modified 31/5/2010

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