SITXFIN004 Assessor Workbook V1.0.docx - SITXFIN004 Prepare...

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SITXFIN004 Prepare and monitor budgets Assessor Workbook
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P a g e | 1 Table of Contents Table of Contents .............................................................................................................................. 1 Instructions to Assessor .................................................................................................................... 3 Prior to conducting the assessment ............................................................................................... 3 Selecting a third party .................................................................................................................... 4 Conducting the assessment ........................................................................................................... 4 Making the decision on competency ............................................................................................. 4 After the assessment ..................................................................................................................... 5 Observation/demonstration .......................................................................................................... 6 Reasonable adjustments ................................................................................................................ 7 Additional Evidence ....................................................................................................................... 8 Learner Workbook Activity answers ................................................................................................. 9 Activity 1A ...................................................................................................................................... 9 Activity 1B .................................................................................................................................... 10 Activity 1C .................................................................................................................................... 11 Activity 1D ................................................................................................................................... 12 Activity 2A .................................................................................................................................... 13 Activity 2B .................................................................................................................................... 14 Activity 2C .................................................................................................................................... 15 Activity 2D ................................................................................................................................... 16 Activity 2E .................................................................................................................................... 17 Activity 3A .................................................................................................................................... 18 Activity 3B .................................................................................................................................... 19 Activity 3C .................................................................................................................................... 20 Activity 3D ................................................................................................................................... 21 Activity 4A .................................................................................................................................... 22 Activity 4B .................................................................................................................................... 23 Activity 4C .................................................................................................................................... 24 Activity 4D ................................................................................................................................... 25 Activity 4E .................................................................................................................................... 26
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P a g e | 2 Summative Assessments ................................................................................................................ 27 Summative assessments answer guide ............................................................................................ 28 Section A: Skills activity ................................................................................................................ 28 Section B: Knowledge activity (Q & A) ......................................................................................... 31 Section C: Performance activity ................................................................................................... 34
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P a g e | 3 Instructions to Assessor Prior to conducting the assessment Read this document in its entirety Contextualise the activities, observations/demonstrations and other submitted evidence to ensure it reflects the learner cohort. Check this against the mapping, to ensure it is still valid Ensure that workplace (or simulated environment for learners that are not working) is suitable for the parameters of any required task, to ensure the learners will have an appropriate opportunity to demonstrate their skills If observations are undertaken on the job/in a simulated environment, discuss the assessment methods with the third party, so that they are aware of what is required of them (e.g. using the Third Party Observations/Demonstrations document), as well as any modifications that may be required in the workplace Ensure that the learner is allocated the appropriate time and resources required for the tasks If appropriate, determine and agree with the third party an acceptable timeframe for each observation Advise the learner prior to conducting observation/assessment: o what will occur throughout the assessment process o when the assessment will occur o the level of competency expected Confirm arrangements for the third party to observe the learner in the workplace with the learner and the third party Ensure that the third party understands the requirements and instructions regarding the Third Party Observations/Demonstrations Never tell the learner how to perform a task or answer a question, as that would render the assessment invalid – the expectation is that the learner should know this prior to commencing the assessment Use the checklists and answer guides to assist you with marking, but never show or share them with the learner or the third party.
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P a g e | 4 Selecting a third party The third party must be someone in a position to make a valid comment on performance of the learner, e.g. a line manager You may use the third party at your discretion, when you feel the learner has not given a satisfactory response for any of the criteria in the unit of competency. Therefore, you may not need third party evidence for all of the performance criteria.
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