Unit Standard |
Details |
Learning Resources |
Unit 10425
Level 4
Credits 2
Version 5
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Apply the HSE Act 1992 as an employee in a compliance and/or regulatory control workplace 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
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Provider(s): Reference Materials available: |
Unit 10458
Level 4
Credits 5
Version 4 |
Communicate product information to sales clients Determine communication processes for product information Communicate product information Evaluate effectiveness of communication of product information
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Provider(s): Reference Materials available: |
Unit 10667
Level 4
Credits 8
Version 3 |
Explain the use of kawa and tikanga in Māori management situations 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
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Provider(s): Reference Materials available: |
Unit 10669
Level 4
Credits 6
Version 3 |
Explain the effects on Māori of racism in the workplace Explain the effects of institutional racism on Māori in the workplace Explain the effects of personal racism in a variety of management situations
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Provider(s): Reference Materials available: |
Unit 10670
Level 5
Credits 8
Version 3 |
Develop and implement a strategy to counter racism in Māori management situations - Develop and implement a strategy to counter racism to support Māori management situations
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Provider(s): Reference Materials available: |
Unit 10672
Level 6
Credits 6
Version 3 |
Develop and implement workplace policies which are responsive to Māori - Review and analyse workplace policies to determine their responsiveness to Māori staff
- Develop and implement workplace policies for Māori staff
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Provider(s): Reference Materials available: |
Unit 10791
Level 2
Credits 3
Version 2 |
Participate in informal meetings - identify guidelines for informal meetings
- participate in the meeting
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Provider(s): Reference Materials available: Book: - Munter, M. & Netzley, M. Guide to Meetings.
- Hindle, T. Essential Managers: Managing Meetings
Video with Booklet: Video: - Meetings Bloody Meetings
- Listening & Understanding
Website: - Template for an informal meeting agenda
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Unit 11057
Level 5
Credits 10
Version 2 |
Assess information sources and produce analysis of information and data - Identify relevant information sources and collect information and data
- Select and apply analysis techniques
- Interpret and produce information in relevant formats
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Provider(s): Reference Materials available: |
Unit 11075
Level 6
Credits 15
Version 2 |
Manage implementation of organisational strategies, policies, and plans
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
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Provider(s): Reference Materials available: Books: - Gaynor, G. What Every New Manager Needs to Know: Making a Successful Transition to Management, Ch 8.
DVD: |
Unit 11095
Level 3
Credits 3
Version 4 |
Write business correspondence to convey complex ideas and information - write business correspondence to convey complex ideas and information
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Provider(s): Reference Materials available: Book: - 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
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Unit 11096
Level 5
Credits 3
Version 3 |
Analyse feedback contexts and apply constructive feedback techniques - analyse feedback contexts and/or situations
- give constructive feedback
- respond constructively to feedback
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Provider(s): Reference Materials available: Book: - Gaynor, G. What Every New Manager Needs to Know: Making a Successful Transition to Management, Ch 7
Big File: - The Feedback Skills Activity Pack
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Unit 11097
Level 3
Credits 3
Version 2 |
Listen to gain information in an interactive situation · Select listening techniques · Listen to gain information · Respond to information received |
Provider(s): Reference Materials available: Book: - Burley-Allen, M. Listening: The Forgotten Skill.
Video: - Listening & Understanding
DVD with Booklet: - Just a Call Away: Attitude is Everything
- Hotlines: Building Relationships
- Hotlines: Controlling Call Time
Interactive CD-Rom with Book: Self-Directed Workbook: - Listen to gain information
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Unit 11098
Level 5
Credits 2
Version 3 |
Analyse listening techniques, and listen and respond to information received - analyse listening techniques
- listen and respond to information received
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Provider(s): Reference Materials available: Book: - 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
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Unit 11099
Level 4
Credits 4
Version 3 |
Develop strategies for communicating in a culturally diverse workplace - identify communication implications of cultural diversity
- communicate in a culturally diverse workplace
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Provider(s): Reference Materials available: Video: - Cultural Gains: Managing a Multicultural Workplace
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Unit 11101
Level 4
Credits 4
Version 2 |
Collaborate within a group/team which has an objective(s) - Collaborate within a group/team working toward achievement of objective(s)
- Contribute collaboratively to group/team function
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Provider(s): Reference Materials available: Book: - 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.
Big File with DVD: - Cleeton, D. & Sharman, D. Influencing Skills
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Unit 11281
Level 4
Credits 3
Version 4 |
Prepare candidates for assessment - prepare candidates for the assessment process
- determine candidate's readiness for assessment
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Provider(s): Reference Materials available: |
Unit 11283
Level 4
Credits 6
Version 4 |
Communicate with clients in a compliance context - Make first contact with clients in a compliance context
- Progress compliance with clients
- Close contact with clients
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Provider(s): Reference Materials available: |
Unit 11285
Level 7
Credits 5
Version 4 |
Negotiate on a complex issue with an aggressive client in a compliance context - 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.
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Provider(s): Reference Materials available: |
Unit 11551
Level 5
Credits 6
Version 3 |
Moderate assessment - moderate assessment materials
- verify assessment decisions
- follow moderation administration practices
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Provider(s): Reference Materials available: |
Unit 11552
Level 5
Credits 6
Version 3 |
Design assessment - design assessment
- evaluate assessment materials
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Provider(s): Reference Materials available: |
Unit 11609
Level 4
Credits 2
Version 4 |
Perform the accounting functions for cash transactions - analyse, classify, and record cash transactions in an accounting system
- complete a bank reconciliation
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Provider(s): Reference Materials available: |
Unit 11610
Level 4
Credits 5
Version 4 |
Perform the accounting functions for accounts receivable - 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
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Provider(s): Reference Materials available: Books: - Broderick, T. Accounting Workbook AME NCEA Year 13.
- Bourke, D.H. & Smart, M.J. Principles of Accounting.
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Unit 11611
Level 4
Credits 5
Version 4 |
Perform the accounting functions for accounts payable - 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
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Provider(s): Reference Materials available: Books: - Broderick, T. Accounting Workbook AME NCEA Year 13.
- Bourke, D.H. & Smart, M.J. Principles of Accounting.
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Unit 11612
Level 5
Credits 4
Version 4 |
Perform the accounting functions for general ledger transactions - 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
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Provider(s): Reference Materials available: |
Unit 11614
Level 4
Credits 4
Version 4 |
Perform the accounting functions for fixed assets - 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
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Provider(s): Reference Materials available: Books: - Broderick, T. Accounting Workbook AME NCEA Year 13.
- Bourke, D.H. & Smart, M.J. Principles of Accounting.
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Unit 11615
Level 5
Credits 4
Version 4 |
Perform the accounting processes for GST - calculate and record Goods and Services Tax (GST)
- complete GST returns
- reconcile records of GST transactions
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Provider(s): Reference Materials available: Book: - Gully, B GST: Top 100 Questions & Answers
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Unit 11616
Level 5
Credits 4
Version 4 |
Perform the accounting processes for payments for ACC, statutory payroll deductions, and FBT - 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
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Provider(s): Reference Materials 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: |
Unit 11617
Level 5
Credits 5
Version 4 |
Perform the accounting functions for routine trust account transactions - 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
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Provider(s): Reference Materials available: Books: - Broderick, T. Accounting Workbook AME NCEA Year 13.
- Bourke, D.H. & Smart, M.J. Principles of Accounting.
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Unit 11618
Level 4
Credits 3
Version 4 |
Perform the accounting functions for inventory - create and record inventory transactions in an accounting system
- reconcile records of inventory transactions
- report inventory transactions
- maintain an inventory master file
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Provider(s): Reference Materials available: Books: - Broderick, T. Accounting Workbook AME NCEA Year 13.
- Bourke, D.H. & Smart, M.J. Principles of Accounting.
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Unit 11621
Level 4
Credits 2
Version 4 |
Prepare financial returns required by government and industry bodies - gather and validate data for financial returns required by government and industry bodies
- complete financial returns required by government and industry bodies
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Provider(s): Reference Materials available: Books: - Broderick, T. Accounting Workbook AME NCEA Year 13.
- Bourke, D.H. & Smart, M.J. Principles of Accounting.
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Unit 11622
Level 4
Credits 15
Version 5 |
Explain the nature of accounting systems and prepare financial statements for entities - 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
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Provider(s): Reference Materials available: Books: - Broderick, T. Accounting Workbook AME NCEA Year 13.
- Bourke, D.H. & Smart, M.J. Principles of Accounting.
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Unit 11624
Level 5
Credits 10
Version 5 |
Explain the objectives of and apply the processes of financial analysis - 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
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Provider(s): Reference Materials available: Book: - Bourke, D.H & Smart, M.J. Principles of Accounting
- Hansen, S. How to Improve Performance & Profit
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Unit 11626
Level 6
Credits 20
Version 4 |
Explain and apply concepts of financial management - 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
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Provider(s): Reference Materials available: |
Unit 11627
Level 5
Credits 20
Version 4 |
Explain and apply concepts of management accounting - 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
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Provider(s): Reference Materials available: Book - Izhar, R. & Hontoir, J. Accounting, Costing & Management
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Unit 11628
Level 5
Credits 20
Version 4 |
Explain and apply concepts of taxation - 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
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Provider(s): Reference Materials available: Book: - Hawes, M. Tax in New Zealand
- Gully, B GST: Top 100 Questions & Answers
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Unit 11629
Level 5
Credits 20
Version 4 |
Explain and apply concepts of external financial reporting - 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
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Provider(s): Reference Materials available: |
Unit 11630
Level 5
Credits 20
Version 4 |
Explain the nature and processes of auditing - 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
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Provider(s): Reference Materials available: |
Unit 11631
Level 4
Credits 4
Version 2 |
Demonstrate knowledge of the legal system in New Zealand - 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
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Provider(s): Reference Materials available: |
Unit 11632
Level 4
Credits 2
Version 2 |
Demonstrate knowledge of the methods for resolving business disputes - Describe options for resolving business disputes in New Zealand
- Compare dispute resolution options
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Provider(s): Reference Materials available: |
Unit 11633
Level 5
Credits 7
Version 2 |
Apply the law of contract to a given fact situation - 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
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Provider(s): Reference Materials available: |
Unit 11635
Level 5
Version 1
Credits 2 |
Apply the law of agency to a given fact situation - 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
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Provider(s): Reference Materials available: |
Unit 11636
Level 5
Credits 1
Version 2 |
Apply selected torts to a given fact situation - Explain the nature and principles of torts
- Apply the law of negligence
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Provider(s): Reference Materials available: |
Unit 11637
Level 4
Credits 1
Version 2 |
Demonstrate knowledge of the law of business entities - Describe business entities
- Justify the selection of a business entity
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Provider(s): Reference Materials available: |
Unit 11638
Level 5
Credits 2
Version 2 |
Demonstrate knowledge of the law of property in New Zealand - Define property
- Describe the law relating to the ownership and transfer of land
- Apply the rules relating to the ownership and transfer of goods
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Provider(s): Reference Materials available: |
Unit 11639
Level 5
Credits 3
Version 2 |
Demonstrate knowledge of consumer legislation - 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
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Provider(s): Reference Materials available: |
Unit 11646
Level 5
Credits 5
Version 4 |
Prepare business information for management - establish management information needs
- identify and research information sources
- select, collate, and process information
- produce business information for management
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Provider(s): Reference Materials available: |
Unit 11647
Level 5
Credits 5
Version 4 |
Present business information for a business purpose - 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
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Provider(s): Reference Materials available: Book: - Kearny, L. Graphics for Presenters: Getting Your Ideas Across
- Mandel, S. Technical Presentation Skills: A Practical Guide for Better Speaking.
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Unit 11648
Level 5
Credits 7
Version 4 |
Plan and organise business meetings, and complete meeting administration - 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
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Provider(s): Reference Materials available: |
Unit 11649
Level 5
Credits 5
Version 4 |
Manage and coordinate business meetings to achieve outcomes - Establish meeting objectives
- Identify and inform participants
- Conduct meetings to achieve objectives
- Record and report meeting outcomes, and determine follow-up actions
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Provider(s): Reference Materials available: Book: - Munter, M. & Netzley, M. Guide to Meetings.
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Unit 11650
Level 6
Credits 10
Version 4 |
Plan, coordinate and evaluate a business conference, event, or function - 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
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Provider(s): Reference Materials available: |
Unit 11651
Level 5
Credits 5
Version 4 |
Manage travel arrangements for international business travel - 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
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Provider(s): Reference Materials available: |
Unit 11655
Level 6
Credits 15
Version 4 |
Manage administration of special interest groups - 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
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Provider(s): Reference Materials available: |
Unit 11815
Level 3
Credits 4
Version 2
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Answer customer enquiries on the telephone in a wide range of contexts - 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
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Provider(s): Reference Materials available: Book: - 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
Big File: Website: - Dealing with complaints from customers:
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Unit 11816
Level 3
Credits 4
Version 2
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Answer customer enquiries by mail, facsimile, and/or e-mail in a wide range of contexts - 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
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Provider(s): Reference Materials available: Book: - McAlpine, R. Crash Course in Corporate Communications
- Software educationunit standard resource book
Video with Booklet: - Give 'Em the Pickle: a Leader's Guide
- Question for Clarity
- Respect: Relating to your Customer
Big File: Booklet: - Work Module Booklet 11816
Website: - "Appropriate use of Internet and Email in the State Services" SSC April 2005
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Unit 11817
Level 3
Credits 4
Version 4 |
Serve customers face to face in a wide range of contexts - Create the customer's first impression of organisation's service
- Identify and meet customer's needs and expectations
- Close customer encounter
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Provider(s): Reference Materials available: Book: Video: - Excellent Customer Service
Video with Booklet: - Communicating Without Words
DVD with Booklet: - Handling Angry Customers over the Phone
Big File: Self-Directed Workbook: - Serve customers face to face
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Unit 11818
Level 3
Credits 4
Version 2 |
Enhance work practices by the application of product and/or service knowledge - Maintain and enhance knowledge of product and/or service
- Apply product and/or service knowledge to enhance work practice
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Provider(s): Reference Materials available: Big File: |
Unit 11826
Level 4
Credits 4
Version 2 |
Develop and use customer satisfaction measurement tools - design customer satisfaction measurement tools
- use measurement tools to evaluate customer satisfaction
- recommend improvements where customer dissatisfaction exists
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Provider(s): Reference Materials available: Book: - Gerson, R. Measuring Customer Satisfaction
- Kemp, S.M. & Kemp, S. Business Statistics Demystified
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Unit 11827
Level 3
Credits 2
Version 2 |
Participate in organisational change - describe the impact of organisational change on individuals and/or groups
- prepare to participate in organisational change
- participate in organisational change
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Provider(s): Reference Materials available: Book: - Fossum, L. Understanding Organisational Change: Converting Theory to Practice.
DVD with Booklet: - 20 Steps to Better Management: Thriving on Change
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Unit 11830
Level 6
Credits 10
Version 2 |
Evaluate service delivery - 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. |
Provider(s): Reference Materials available: |
Unit 11831
Level 3
Credits 6
Version 3 |
Apply skills and qualities of a salesperson in a retail or distribution environment - Describe skills and qualities of a salesperson
- Apply skills and qualities of a salesperson in a sales transaction
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Provider(s): Reference Materials available: |
