Performance objective
The candidate will demonstrate the ability to implement financial management approaches.
Assessment description
In response to the scenario provided, you will access and communicate details of budget to a team member (assessor). You will then support the team member to perform their required role with respect to software resources and systems.
Procedure
1. Consider the scenario provided and tasks A and B
2. Prepare to meet with your team member (assessor) to communicate budget and then coach and train them in new role:
a. access required budget information from assessor
b. determine organisational needs
c. identify coaching/training needs of team member
d. plan coaching/ training session:
i. Outcome : team member produces spreadsheet to meet management requirements
ii. Include activities/elements to instruct, practice, test, motivate
e. Set up a time with your team member to have coaching/training session
3. Meet with your team member (assessor) to coach them in role:
a. Explain budget and relevance to team member’s accountabilities
b. Use appropriate coaching techniques or models such as grow
c. Use appropriate motivational theory
d. Train learner in required spreadsheet techniques. Include elements of instruction, practice and testing/feedback
4. Submit all documents required in the specifications below to your assessor. Ensure you keep a copy of all work submitted for your records.