Unit of competency Outline

Date retreived
22/07/2026 3:34 AM AWST

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Manage activities to meet client requirements

Manage activities to meet client requirements

Unit of competency
National Code
CSCORG406A
State Code
S5992
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
2.00
Current Release Date
30/04/2012
State Implementation and Classification
Approved Date
22/07/2014
Field of Education
090599 - Human Welfare Studies And Services, N.e.c.
Original Release Date
22/07/2014
Nominal Hours
40
Description
This unit of competency describes the outcomes required to manage work activities to meet client requirements and contracts. It covers negotiating all aspects of client expectations, delivering quality services to clients, planning activities to provide products and service and managing the products, resources and work environment to ensure mutual satisfaction and continuous improvement.
Notes
Elements and Performance Criteria
1Negotiate client requirements.
  • 1.1 Contribute to honest and confidential discussion of client interests.
  • 1.2 Provide clear and accurate information about the features and benefits of products and services to clients.
  • 1.3 Ensure agreements contain all relevant information needed to determine the work activities necessary to meet client requirements.
  • 1.4 Ensure agreements and contracts comply with legal and organisational requirements.
  • 1.5 Record, store and use information provided by and to clients according to legal and organisational requirements.
  • 1.6 Review client agreements regularly to determine improvements that can be made.
2Plan activities.
  • 2.1 Consult relevant people about the activities needed to meet client requirements.
  • 2.2 Monitor activity plans for circumstances that might affect activities, such as past experience and available resources.
  • 2.3 Ensure activity plans allow client requirements to be met in the time agreed and meet the organisation's policies and procedures.
  • 2.4 Develop additional resources, team practices and skills to meet client requirements.
3Maintain the work environment.
  • 3.1 Advise all relevant people about their legal and organisational responsibilities to maintain a healthy, safe and productive work environment.
  • 3.2 Allocate resources and support to ensure that people involved can work in a healthy, safe and productive environment.
  • 3.3 Review and improve the work environment through the involvement of team members.
  • 3.4 Ensure that the work environment meets all legal and organisational requirements and is as productive as possible within work constraints.
  • 3.5 Respond to breaches in health and safety promptly and in line with policies and legal requirements.
  • 3.6 Make clear and prompt recommendations for improving the work environment.
  • 3.7 Accurately complete all records of health and safety to meet organisational requirements.
4Monitor products and services.
  • 4.1 Consult relevant people about all aspects of the quality of products and services and acknowledge their advice on improvements to the processes involved.
  • 4.2 Review products and services according to quality management practices to ensure compliance with contract plans.
  • 4.3 Obtain feedback from clients on how effectively their requirements are being met.
  • 4.4 Consult clients on a regular basis regarding their short and long-term needs for products and services and when there are significant changes to products and services.
  • 4.5 Review contracted prices and conditions according to changing demands, supplies and technology.
  • 4.6 Take prompt action when products, services and processes fail to meet requirements.
  • 4.7 Complete records of customer agreements and outcomes accurately according to organisational policies.
  • 4.8 Implement and review procedures during the manufacturing or service supply process to ensure that best practices and operator safety are maintained.
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 in the performance criteria is detailed below. Add any 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.
Clients may include:
individual members of the public
individual members of the organisation
other work areas in the organisation
external agencies in the justice system
other agencies and community groups
service funding bodies targeting offender needs
senior management
government and Ministers.
Agreements and contracts must comply with:
organisational quality standards
product and service quality standards
existing and available resources
realistic and achievable contract conditions
transparent communication, reporting and recording
customer and service focus
sound financial management
competitive tendering systems.
Consult relevant people, including:
consultants
management
team members
operational staff
product and service experts.
Activity plans should include:
organisational quality standards
product and service quality standards
existing and available resources
realistic and achievable contract conditions
transparent communication, reporting and recording
customer and service focus
sound financial management
competitive tendering systems
effective use of time and resources
probity and duty of care.
Organisation's policies and procedures may include:
consultation with relevant people
financial and commercial viability
allocation of resources
occupational health and safety
recording and reporting
security
risk assessment
probity and duty of care.
Work environment should include:
effective resource use and maintenance
probity and duty of care
occupational health and safety policies and procedures
non-discriminatory and accountable employment delegations and work practices
clearly defined policies, guidelines and agreed practices
accurate and clear information and reporting systems
physical site and locations
indoor and outdoor facilities
equipment
materials
working procedures.
Legal requirements relate to:
different forms of contracts and commercial agreements and compliance requirements
recording contracts and agreements
information management
duty of care
ethical practice and probity
competitive tendering.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.
Overview of assessment
This unit should be assessed in the workplace and assessment should include the opportunity to demonstrate evidence from work in the wider community. Evidence should be gathered over time in a range of contexts to ensure the candidate can achieve the unit outcome and apply the competency in different situations or environments.
Evidence will be required of performance in a range of variables required by the work site and the defined work role and responsibilities.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
In addition to integrated demonstration of the elements and their related performance criteria, look for evidence that confirms:
the knowledge requirements of this unit
the skill requirements of this unit
application of employability skills as they relate to this unit
ability to manage activities to meet client requirements in a range of (two or more) contexts or occasions, over time.
Context of and specific resources for assessment
Valid assessment of this unit requires:
a workplace environment or one that closely resembles normal work practice and replicates the range of conditions likely to be encountered when managing activities to meet client requirements, including coping with difficulties, irregularities and breakdowns in routine
copies of legislation, policies, procedures and guidelines relating to client service delivery
access to appropriate learning and assessment support when required.
Method of assessment
Evidence must include observation and information generated in the workplace as well as observation of performance in routine work functions or, where this is not possible, in a simulated exercise.
The following assessment methods are suggested:
observation of performance in routine workplace activities within a range of agreed responsibilities and in various work locations
written and/or oral questioning to assess knowledge and understanding
completion of workplace documents and reports produced as part of routine work activities
third-party reports from experienced practitioners
completion of performance feedback from supervisors and colleagues
case studies
scenarios
simulations or role plays.
Guidance information for assessment
Assessment methods should reflect workplace demands, and any identified special needs of the candidate, including language and literacy implications and cultural factors that may affect responses to the questions.
In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge.
Replaced By
State Code National Code Title Type
AUZ54 CSCORG012 Manage activities to meet client requirements Unit of competency