Unit of competency Outline

Date retreived
23/07/2026 12:05 AM AWST

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Determine and confirm client business expectations and needs

Determine and confirm client business expectations and needs

Unit of competency
National Code
ICAA4041C
State Code
D2788
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
15/06/2010
State Implementation and Classification
Approved Date
18/01/2011
Field of Education
020305 - Systems Analysis And Design
Original Release Date
18/01/2011
Nominal Hours
35
Description
This unit defines the competency required to determine client business requirements and verify the accuracy of the information gathered.The following units are linked and form an appropriate cluster:ICAA4047B Determine project specifications and secure client agreementICAD4043B Develop and present a feasibility reportNo licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Determine context of business need or problem
  • 1.1. Establish the business problem to be investigated including determination of system boundaries, scope and the development methodology to be used
  • 1.2. Choose information gathering method and develop questions appropriate to business problem
  • 1.3. Develop objectives and identify expected outcomes to be achieved
  • 1.4. Document the business problem
  • 1.5. Submit documentation to appropriate person for substantiation
2. Gather information
  • 2.1. Use chosen information gathering method to identify clients of the system and problems they encounter
  • 2.2. Record client responses
  • 2.3. Analyse gathered information to identify new systemrequirements and establish problem specifications
  • 2.4. Document system requirements and problems
  • 2.5. Analyse physical requirements and identify changes required to implement new systems
3. Confirm system specifications
  • 3.1. Check documentation to ensure it meets client business needs
  • 3.2. Submit documentation to the client for verification of accuracy and approval
  • 3.3. Make changes to the documentation as necessary as indicated by the client
  • 3.4. Submit documentation to client for final approval/sign-off
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

business
system
application
network
people in the organisation; there may be a business need or opportunity that must be addressed

network equipment
cabling infrastructure
application
software
business
computers
financial system
management system
information system

interviews
questionnaires
surveys
focus groups or observation
physical site surveys
vendor offerings

internal departments
external organisations
customers
individual people
employees

ISO/IEC/IEEE/IETF/AS standards
audit trails
naming standards
version control
project management templates
report writing principles

a supervisor
teacher
authorised business representative
client

system functionality
geography
environment
client user
cost constraints

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

Assessment must confirm sufficient knowledge of investigation, interview and documentation techniques, and the ability to produce a clear statement of business expectations and needs, including critical business requirements.

To demonstrate competency in this unit the following resources will be needed:

Business current needs
A client expectations brief
Business objectives

Context of and specific resources for assessment
Determining and confirming client business needs is essential if cost, quality and timelines are to be planned accurately.
The breadth, depth and complexity of knowledge and skills in this competency would cover a broad range of varied activities or application in a wider variety of contexts most of which are complex and non-routine. Leadership and guidance would be involved when organising activities of self and others as well as contributing to technical solutions of a non-routine or contingency nature.

Assessment must ensure:

Performance of a broad range of skilled applications including the requirement to evaluate and analyse current practices, develop new criteria and procedures for performing current practices and provision of some leadership and guidance to others in the application and planning of the skills would be characteristic.
Applications may involve responsibility for, and limited organisation of, others.

Method of assessment
The purpose of this unit is to define the standard of performance to be achieved in the workplace. In undertaking training and assessment activities related to this unit, consideration should be given to the implementation of appropriate diversity and accessibility practices in order to accommodate people who may have special needs. Additional guidance on these and related matters is provided in ICA05 Section 1.
Competency in this unit should to be assessed using summative assessment to ensure consistency of performance in a range of contexts. This unit can be assessed either in the workplace or in a simulated environment. However, simulated activities must closely reflect the workplace to enable full demonstration of competency.
Assessment will usually include observation of real or simulated work processes and procedures and/or performance in a project context as well as questioning on underpinning knowledge and skills. The questioning of team members, supervisors, subordinates, peers and clients where appropriate may provide valuable input to the assessment process.

Guidance information for assessment
The interdependence of units for assessment purposes may vary with the particular project or scenario.

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

ICAA4047B Determine project specifications and secure client agreement
ICAD4043B Develop and present a feasibility report

An individual demonstrating this competency would be able to:

Demonstrate understanding of a broad knowledge base incorporating some theoretical concepts
Apply solutions to a defined range of unpredictable problems
Identify and apply skill and knowledge areas to a wide variety of contexts, with depth in some areas
Identify, analyse and evaluate information from a variety of sources
Take responsibility for own outputs in relation to specified quality standards
Take limited responsibility for the quantity and quality of the output of others
Maintain knowledge of industry products and services

Replaces
State Code National Code Title Type
D0001 ICAA4041B Determine and confirm client business expectations and needs Unit of competency
Replaced By
State Code National Code Title Type
D7863 ICAICT401A Determine and confirm client business requirements Unit of competency