Elements and Performance Criteria

RANGE STATEMENT
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.
Type of meeting may include:
annual general meeting
board meeting
face-to-face
staff meeting
teleconference
videoconference
Legal and ethical requirements may include:
codes of practice
legislation relating to companies or associations
requirements for public meetings
Requirements of meeting may include:
meeting structure:
formal
informal
self-managed
semi-formal
structured
number of participants
purpose of the meeting
specific needs of participants
specific resources and equipment required by participants e.g. video and data projectors, whiteboards
teleconferencing or videoconferencing meeting protocols and equipment
voting procedures
Arrangements may include:
booking an appropriate venue
establishing costs and operating within a budget
organising accommodation and transport
organising appropriate communication technology
organising catering
preparing relevant documentation for participants
scheduling the date and time for the meeting
Agenda may include:
correspondence
date of next meeting
date, time and location of meeting
general business
major agenda items
matters or business arising from the minutes
minutes of the previous meeting
reports
statement of the meeting's purpose
welcome
Papers may include:
chairperson's report
committee reports
correspondence
draft documentation
financial reports
itemised meeting papers
minutes of previous meeting
research reports
Notes may include:
action items
arrangements for next meeting
decisions taken at the meeting
formal motions
future action
issues raised at the meeting
points discussed at the meeting
record of participants who were present at or absent from the meeting (attendees and apologies)
suggestions made at the meeting
Minutes may include:
meeting details (e.g. title, date, time, location)
agenda items
apologies
names of absent and attending participants
approval of the record of the previous minutes
correspondence
lists rather than complete sentences
matters arising from the previous meetings
other business
reports
date of the next meeting
using organisation templates
using previous minutes to determine required format

EVIDENCE GUIDE
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:
organising meetings, including informing participants and preparing materials
preparing an agenda
taking minutes during a meeting and preparing draft minutes after the meeting.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of authenticated documents from the workplace or training environment
demonstration of techniques.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
writing units
other general administration units.