LEARNER ASSESSMENT GUIDE - Tour operations FSP ASS… · Conduct Pre-Assessment meeting completing...

Learner guide version 2016-10 © MGT Training Solutions

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LEARNER

ASSESSMENT GUIDE

BASICS OF GUIDING Skills Programme: Culture Site Guide

NQF L4 Credits 34

TG/CULTSITEGD/4/0031

PORTFOLIO OF EVIDENCE

SECTION 3: SUMMATIVE ASSESSMENT ADMIN &

RESULTS

Learner Name

ID Number

Assessor 1

Assessor 1

Reg#

Assessor 2

Assessor 2

Reg#


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TABLE OF CONTENTS

UNIT STANDARDS ............................................................................................................... 3

TRAINING AND ASSESSMENT OVERVIEW ........................................................................ 4

ASSESSMENT STRATEGY AND APPROACH ...................................................................... 4

PREPARATION FOR ASSESSMENT ..................................................................................... 5

PORTFOLIO OF EVIDENCE ................................................................................................ 8

ASSESSMENT PLANS ......................................................................................................... 11

SUMMATIVE ASSESSMENT PLAN 1: Knowledge Questionnaire 1 ........................... 11

SUMMATIVE ASSESSMENT PLAN 2: KNOWLEDGE QUESTIONNAIRE 2..................... 13

SUMMATIVE ASSESSMENT PLAN 3: Evaluation of Workplace Performance ........ 17

FINAL INTEGRATED SUMMATIVE ASSESSMENT PLAN 4: BEHAVIOURAL

OBSERVATION .............................................................................................................. 18

APPLICATION FOR SUMMATIVE ASSESSMENT:.............................................................. 19

TERMS OF AGREEMENT BETWEEN ASSESSOR AND LEARNER ...................................... 21

RECORD OF PRE-ASSESSMENT MEETING: ..................................................................... 22

ASSESSMENT PREPARATION ............................................................................................ 23

ASSESSMENT EVENT 1: KNOWLEDGE QUESTIONNAIRE 1: SA OVERVIEW .................. 26

ASSESSMENT EVENT 2: KNOWLEDGE QUESTIONNAIRE 2: BASICS OF GUIDING ....... 28

ASSESSMENT EVENT 3: EVALUATION OF WORKPLACE TASKS /PERFORMANCE....... 30

ASSESSMENT EVENT 4: BEHAVIOURAL OBSERVATION ................................................. 39

ASSESSMENT DECISION (Based on KQs, Workplace Tasks & BO) ............................. 48

RE-ASSESSMENT DECISION .............................................................................................. 49

LEARNER EVALUATION OF ASSESSMENT ....................................................................... 50

ASSESSMENT REVIEW ....................................................................................................... 52

ASSESSMENT APPEALS AND DISPUTE POLICY ............................................................... 53

APPLICATION FORM FOR APPEAL .................................................................................. 54

ASSESSOR REVIEW ........................................................................................................... 57


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UNIT STANDARDS

US NUMBER LEVEL CREDIT SETA

US NAME

Skill

s

pro

gra

mm

e

335801 4 8 Cathsseta Conduct a tourist guiding activity

335802 4 12 Cathsseta Conduct a guided cultural experience

335803 4 5 Cathsseta Research and design a guided experience at a prominent tourism site

246740 4 3 Cathsseta Care for customers

255914 4 6 Cathsseta Minimise and manage safety and emergency incidents

Total Credits for Skills 34

http://paqs.saqa.org.za/showUnitStandard.php?id=335801





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TRAINING AND ASSESSMENT OVERVIEW


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ASSESSMENT STRATEGY AND APPROACH

Summative assessment will comprise of the following events:

1. Written Exam (Multiple choices) – close book, 1 hour (Knowledge Questionnaire) –

South African Overview and 30 minutes (Knowledge Questionnaire) – Basics of guiding

(Module 1-6)

2. Evaluation of Workplace guide (Workplace performance)

Final integrated Summative assessment

3. Behavioural observation: Presentation on a site

Facilitation

& Formative

Assessment

Workplace Tasks

Summative assessment

Evaluation of

Workplace Tasks

Event 3

Final Integrated


Behavioural

observation

Guided tour on site

Event 4


Written Knowledge

questionnaires

Events 1 & 2

SA Research

(Self-assignments)

Declaration of

Competence


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PREPARATION FOR ASSESSMENT

Instructions to the Assessor

Session 2: Training and Assessment Overview, as well as NQF explained.

Session 3: Health & Safety requirements, indemnity and complaints/appeals procedures

explained

Session 17: MGTMGT

Guidance to be provided for completion of SA Overview assignments (Workbook 2.4.4.1-22).

Summative Assessment Plan 1 is discussed and learners have to sign. MGTMGT

Ensure that they know what is expected of them and why it is important to complete each

question in preparation of exam. MGTMGT

Discuss Summative Assessment Plan 2 and learners have to sign.

Session 18: MGTMGT

Guidance to be provided for Tasks 1-4 to be completed in the Workplace Guide. MGTMGT

Explain that the purposes of these tasks are to provide evidence of their ability to apply

the skills and knowledge they have learned and practiced in class. MGTMGT

Also explain how to complete the Log Report in their Learner Guides as a summary of

what they have done on site. MGTMGT

Discuss Summative Assessment Plan 3 with special reference to purpose and conditions.

Emphasize the importance of completing each question/template/task as it is linked to

specific assessment criteria and it is required to meet all the criteria at the end. MGTMGT

Refer to Checklist 1 & 2 in the POE guide and how each task is aligned to US. MGTMGT

It should be emphasized that all questions pertain to the specific site they have been

placed at (except for the Task 1-3). MGTMGT

Finally, Workplace Task 11 provides evidence that the learner has prepared and

practiced sufficiently for the Final Integrated Summative Assessment (Task 12). MGTMGT

Without having completed Workplace Task 11 they cannot proceed to this Assessment

(See Final Integrated Summative Assessment Plan 4). MGTMGT

Refer leaners to Checklist 3 in POE. No need to discuss the criteria in detail as it will be

covered in Session 28 MGTMGT

Learners to sign both Assessment Plans.


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Session 19: MGTMGT

During the feedback session identify any problems or queries that the learners had with

SA Overview assignment and Workplace Tasks 1-4 and respond appropriately.

Formative Assessment: MGTMGT

Ensure that all learners completed the SA Overview assignments 2.4.4.1-22. MGTMGT

Hand out the SA Overview tests for each assignment for learners to complete. MGTMGT

In the event that you feel they did not complete an assignment sufficiently / still need

more time on it, these tests can be withhold and quickly written in the course of the

facilitated week. MGTMGT

Give them time frames to complete it and when the tests will be written. MGTMGT

Remind them of written exam schedule Session 35 at the end of the facilitated week.

Check Workplace Guides MGTMGT

Learners have to submit their Workplace Guide Tasks 1-4 for evaluation and feedback.

Session 28: MGTMGT

Guidance to be provided for Tasks 5-11 to be completed in the Workplace Guide. MGTMGT

Quickly recap on information provided during the briefing in Session 19.

Session 29 MGTMGT

Assist learners with queries and problems encountered with completing Workplace Tasks. MGTMGT

Learners to Submit Workplace Guide Tasks 5-11 for evaluation. MGTMGT

The Assessor should give oral and written feedback to each learner for areas of

improvement and plans of action before they return to the Workplace again. Learner to

sign Feedback and declaration after Checklist 1& 2.

Conduct Pre-Assessment meeting completing the necessary forms.

Session 33: Do revision for written exam: Basics of guiding, as well as for SA overview (should it be

required).

Session 34: Assessment events 1 & 2: Written exams.


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Session 35: MGTMGT

Preparation for presentations of tours. MGTMGT

Use this session to evaluate learner’s readiness for the presentation on site and provide

necessary coaching/guidance.

Week 11/12

Meet individual learners on site to attend their tour according to the assessment schedule.

Complete

Instruction to the learner

• Attend all facilitated sessions and pre-assessment meeting.

• Ensure that you know what is expected.

• Clarify any uncertainties or questions that you might have.

• Complete all preparation for knowledge questionnaires, tasks and presentation as per

instruction.

• Discuss any special needs with Assessor prior to the assessment event.

• Indicate your readiness prior to the event.

PORTFOLIO OF EVIDENCE

Purpose:

The Portfolio of Evidence (POE) to be submitted is a collection of all the activities and work to be

completed including Workbook & formative assessment tests, the Workplace guide (practical

tasks), supervisor feedback and the summative assessment activities.

The evidence collected and judged will allow the assessor to make a final competence

decision.

From the evidence the assessor will decide whether a learner is:

➢ Competent

➢ Not yet competent and need to present more evidence

➢ Not yet competent and need more training.

Instructions to the Assessor

Ensure that the learners complete and compile the Portfolio of Evidence according to the

instructions to the Learner.


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Instructions to the Learner

Your PoE is your responsibility. It is up to you to make sure the evidence required is filed. It is

important that the evidence in your PoE is presented: MGTMGT

Systematically (so that the assessor can find all the evidence linked to each Specific

Outcome easily) MGTMGT

Neatly (so that it can be read!)

Your PoE is also a tool for you to use. Remember—standard based assessment means that your

performance, and the evidence you present will be assessed against the requirements of each

standard. The assessor will not compare your evidence to evidence presented by other

learners. Instead, your evidence will be evaluated to see how it measures up against what the

unit standard says you have to know and do before you can be assessed as competent. You

need to accept responsibility for your own progress and evaluate your own evidence. If you are

not satisfied with your response to a particular activity, then rework it. You must be absolutely

sure that the evidence you present is of the standard required.

To meet the requirements of the unit standards you will need to do some work on your own. This

may require that you do some extra reading and research. Any extra work you do will add to

your personal development and will help you when you plan your career path and future

learning.

Take pride in this document—it belongs to you and is a reflection of what you can do.

Any evidence you present must be:

❖ Current (it must not be too old)

❖ Valid (it must match the outcomes listed in the unit standard)

❖ Authentic (it must be your own work)

❖ Sufficient (there must be enough evidence available to proof competence)

Responsibility of the witness / evidence gatherer:

If you present evidence that requires a witness to assist you in gathering evidence, the witness

must sign the evidence. The witness must understand that they are signing a declaration that

they have seen or heard you, or have read your evidence and that you have met the required

standards. The declaration is legal. If an assessor or moderator feels that it is an invalid or


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insufficient declaration, the witness may be required to support their declaration in a Court of

Law.

Content of the POE

These documents should be filed in the following order. Use file dividers to separate the different

sections and clearly write the Section Number. All of the documents should be placed in a file

with your name and ID clearly indicated on the front cover of the file.

1. Registration guide

2. Learner guide with formative assessment results and log reports.

3. Assessment guide: Summative Assessment Admin & Results

4. Annexure A: Written Knowledge Questionnaires

5. Annexure B: Workplace Guide

6. Annexure C: Workbook & SA Overview tests

7. Annexure D: Supervisor Reports

LEARNER’S STATEMENT OF COMMITMENT

I, the undersigned, agree and give my full assurance that I will be proactively involved in the

gathering of evidence for my Portfolio. I will abide by the both formative and summative

assessment requirements and fulfil them to the best of my ability. I will ensure that I follow the

process for the gathering of evidence and assessment according to the agreed upon learning

and assessment plans and will present all the evidence identified as necessary for me to achieve

competence. I will only submit evidence that has been completed by myself.

I will, at all times, abide by the legislation governing standards-based assessment and thereby

protect the integrity of the National Qualifications Framework.

I will communicate effectively with my facilitators, coaches and assessors, informing them when

I do not understand an issue. I will ask the questions required for clarity.

Learner’s Signature ID Number Date


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ASSESSMENT PLANS

SUMMATIVE ASSESSMENT PLAN 1: Knowledge Questionnaire 1

Summative Assessment Event 1:

Summary of the tasks to be completed in preparation of the Assessment Event

• SA Overview Research Project (Workbook 1.4.4.1-1.4.4.22)

• Related online multiple choices (tests)

Scope

The Knowledge Questionnaire is based on

• Workbook SA Research Assignments (2.4.4.1-2.4.4.21).

• The relevant EEKs for the Skills Programme:

General knowledge of South Africa culture, history, politics,

geography and infrastructure

246740 , EEK2

Relevant political history. 335802, EEK1

Appropriate knowledge pertaining to periods of history. 335802, EEK2

Relevant knowledge of the economy. 335802, EEK3

Relevant aspects of governance. 335802, EEK4

Appropriate knowledge of social structure. 335802 , EEK5

The rich and diverse heritage and cultural resources 335802, EEK11

The rich and diverse heritage and cultural resources

including: Languages, religious practices, festivals, foods,

architecture, rituals, and notions of home and family.

335802, EEK10

Purpose To assess the learner’s Essential Embedded Knowledge of South Africa and its

heritage

When

Will take place after

• Task 1 has been completed

• Formative assessment and feedback was completed (Session 19)

• The Assessor confirmed the date and time of the exam (Session 34).

Format • Multiple choices

Number of

Questions

100

Duration 60 minutes


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Results • The required pass rate to meet the requirements is 80%.

• The Assessor will inform you of the results.

Oral

questioning

• For results between 65-79% the Assessor will conduct oral questioning on

the sections that was not met.

• The Assessor will make a decision based on answered questions if it was

sufficient, or if the learner should re-take the exam.

Re-take

exam

• When result is less than 65% was obtained, or requirements were not met

during oral questioning, a re-take exam is required.

• This may only take place after 48 hours or more when the learner has had

time to prepare sufficiently.

• The re-take test will be different to the one taken before.

Conditions • The test needs to be completed within the time frame.

• You may not use notes or assistance by a second party.

Should you have any queries about any of the steps above please ask the Assessor.

Now complete the following

I declare that I understand and know what is expected of me.

I declare that I will prepare sufficiently

Do you have any special needs pertaining to the Assessment

event e.g. slow reader, sight impairments? YES NO

If so, please provide details.

Additional Comments

Learner signature

Date


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SUMMATIVE ASSESSMENT PLAN 2: KNOWLEDGE QUESTIONNAIRE 2

Summative Assessment Event 2:

Summary of the tasks to be completed in preparation of the Assessment Event

• Modules 1-6 of the ‘Basics of Guiding

• The Workbook

Scope

The Knowledge Questionnaire is based on Modules 2-6 of the Online Course ‘Basics of Guiding’

and the following Outcomes:

The learner’s essential embedded knowledge of the ‘Basics of Guiding’ and the ability

to respond to ‘what if scenarios’ and problem solving. Assess knowledge and

understanding of...

GUIDING TECHNIQUES

Guiding Code of Conduct 335802: SO3: 3

Protocol (respectful conduct) 335803: SO1: 5

Protocol ( the host community) 335802: SO1: 2

CUSTOMER CARE

Problem solving according to the need and company

procedures

246740: SO2: 2

Identifying and referral of queries to relevant person 246740: SO2: 3

Basic knowledge in dealing with a variety of customer

complaints

246740: EEK5

Recognizing cultural sensitivities and accommodating it. 246740: SO4: 3

The main human needs including those that are mainly

physical, social, emotional, esteem and intellectual. 246740 : SO1: 1, EEK1

Basic understanding of strategies and methods for

meeting customer needs and expectations 246740 : EEK4

HEALTH AND SAFETY

Methods of preventing safety and emergency incidents. 255914: SO3: EEK1

The safety and emergency policy

and action to be taken 255914: SO1:1

Natural and unnatural emergencies and procedures /

plans to address them.

255914: SO1:2, EEK3


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Issues, solutions and remedies relating to incidents which

may arise, from faulty or misused property, equipment or

facilities.

255914: SO1:3, EEK2

Human error and medical emergencies 255914: SO1:4

Relevant legislation when dealing with safety and

emergency incidents.

255914: SO1:5

Incidents and their required time-frame and manner of

response

255914: SO2:1

Medical and/or security support for emergency incidents 255914: SO2:2

Safety incidents and actions required 255914:SO2:3

The safety precautions to be communicated with clients at

hotel, on route, walking in the city and on specific sites

255914: SO2:4

Investigation following the handling of an incident 255914: SO2:5

Person/group reaction and expected handling of safety

requirements

255914: SO3:1

Crowd control measures appropriate to emergency

situation

255914: SO3:2, EEK4

Individuals, groups, crowds who are likely affected by a

safety / emergency incidents and response to this.

255914: SO3:3

Information to be provided i to clients on preventative

measures against common injuries, wound, conditions and

complaints encountered whilst participation in activities.

255914: SO3:2

The influence of external hazards relevant to an activity

and its impact on participants and the outcome of the

activity 335801: SO2: 4

Review physical abilities to ensure that the activity is

enjoyable and safe 335801: SO3: 2

Review the emotional state of participants to ensure that

the activity is enjoyable and safe 335801: SO3 : 2

Reported incidents that occurred during the activity to

responsible person / authority in accordance to

organisational policies

335801: SO5: 2

LEGISLATION ANDD RULES

The legal requirements for a specific activity in terms of

compliance and operational requirements. 335801: SO2: 7

Relevant aspects of legislation and regulations pertaining 335802: EEK6.1


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to: Tourism and guiding.

Relevant aspects of legislation and regulations pertaining

to: Occupational health and safety.

335802: EEK6.2


to: Standard operational tourism procedures.

335802: EEK6.3


to: Culture, heritage and conservation.

335802: EEK6.4

Relevant provincial legislation pertaining to cultural

heritage sites and natural resources. 335803 : EEK9

Purpose To assess the learner’s Essential Embedded Knowledge of the Basics of Guiding

and principles for walking tours

When

Will take place after

• Tasks 1 have been completed

• The leaner indicated that he/she is ready.

• The Assessor confirmed the date and time (Session 34)

Format • Multiple choices

Number of

questions

50

Duration 30 minutes

Results • The required pass rate to meet the requirements is 80% for each section.

• The Assessor will inform you of the results.

Oral questioning

• For results less than 65-79% the Assessor will conduct oral questioning on the

sections that was not met.

• The Assessor will make a decision based on answered questions if it was

sufficient, or if the learner should re-take the exam.

Re-take exam

• When result is less than 65% was obtained, or requirements were not met

during oral questioning, a re-take exam is required.

• This may only take place after 48 hours or more when the learner has had

time to prepare sufficiently.

• The re-take test will be different to the one taken before.

Conditions • The test needs to be completed within the time frame.

• You may not use notes or assistance by a second party.


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Should you have any queries about any of the steps above, please ask the Assessor.



I declare that I will prepare sufficiently

Do you have any special needs pertaining to the Assessment

event? YES NO

If so, please specify and notify Assessor when you submit your KQ Request

Additional Comments

Learner signature

Date


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SUMMATIVE ASSESSMENT PLAN 3: Evaluation of Workplace Performance

Summative Assessment Event 3: Checklists 1- 2

Summary of the

tasks to be

completed in

preparation of

the Assessment

Event

Completed Tasks 1- 11 in the WORKPLACE GUIDE and SUBMITTED IT FOR

EVALUATION.

Scope

Based on

• Module 2-6 of the online course ‘Basics of Guiding’

• Workplace Tasks

• See Checklist 1 & 2 for relevant unit standards

Purpose

To assess the learner’s ability to research a prominent tourist site, compile a Site

Inventory Report, Design a Tour Activity of the site and present the tour.

Indicates readiness to proceed with the Final integrated Summative

Assessment.

When Will take place after

• Completion of Workplace tasks 1-11

With what

The Assessor will evaluate your performance against the criteria of the

following

Checklist 1 - Site Report

Checklist 2 - Designed Tour Activity and present

Conditions

• All the tasks should be completed by you (hand written) unless ‘typed’ is

specified.

• All the information should be in pen (no pencils!!!)

• No correction fluid may be used.

• Additional sheets of paper with information should be attached by means

of a stapler at the correct position.

• All the questions and tables should be completed.

• Relevant parties should sign and notate the date.

Feedback • You should receive feedback from Assessor within 48 hours after he/she

acknowledged receipt of Assignments

• Follow the instructions and resubmit where required.


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Should you have any queries about any of the steps above, please contact the Assessor.



I declare that I will do my own work and not commit any illegal copying of material.

Additional Comments

Learner signature Date

FINAL INTEGRATED SUMMATIVE ASSESSMENT PLAN 4: BEHAVIOURAL OBSERVATION

Summative Assessment Event 4: Checklist 3

Summary of the

tasks to be

completed in

preparation of

the Assessment

Event

Tasks 1-11 in Workplace Guide.

Scope

To assess the learner’s ability to present a prominent tourist site which he / she

researched to a group of tourists from different cultural backgrounds and

adapt the experience according to their needs and expectations.

Purpose To assess the learner’s ability present and adapt a tour on a Prominent tourist

site according to the profile of the clients.

When Will take place after

• Tasks 1-11 have been completed.

With what

Against the criteria of the following Checklists:

Checklist 3 - Conducted Tour Activity

Should you have any queries about any of the steps above, please contact the Assessor.



I declare that I will prepare sufficiently.

Additional Comments

Learner signature

Date


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APPLICATION FOR SUMMATIVE ASSESSMENT:

Date:

To Provider name:

Assessor name:

Assessor Reg. No:

From Learner’s name:

Learner’s ID no:

Learner’s

Contact

details

Cell:

Work:

Email:

Employment

details

Employer / site:

Employer address:

Contact person:

Contact number:

……….. the undersigned, hereby request/confirm my readiness to undergo my summative

assessment against the following unit standards related to the Skills Programme: Culture

Site Guide

US

NUM-

BER

LEVE

L

CRE-

DIT SETA

US NAME

335801 4 8 Cathsseta Conduct a tourist guiding activity

335802 4 12 Cathsseta Conduct a guided cultural experience

335803 4 5 Cathsseta Research and design a guided experience at a

prominent tourism site

246740 4 3 Cathsseta Care for customers

255914 4 6 Cathsseta Minimise and manage safety and emergency incidents

Total Credits for Skills

34






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I confirm that, for the listed unit standards:

I have attended the required number of formal facilitation sessions, completed all the

formative assessment and have logged the minimum number of hours required in gaining

workplace experience.

I have completed all the activities in this Portfolio of Evidence that, in my opinion, reflects

the requirements of the relevant assessment criteria and declare it ready for assessment

I am ready to complete the final knowledge assessment and any other activity that must be

completed in the company of the assessor.

The evidence presented in my Portfolio of Evidence is my own work.

Any witnesses who have signed to verify the authenticity of my evidence, understand that,

in the case of a dispute surrounding the authenticity of evidence, they could have to

confirm their statement in a court of law.

I have communicated this request to my supervisor/ mentor and/or coach / the relevant

authority in my organisation and my training provider (where necessary).

I will submit three (3) suitable dates and times for the pre-assessment meeting after

consultation with the relevant authorities in my organisation.

Suitable dates for the pre-assessment meeting are:

Suitable times are:

1. _______________________________ 1. _______________

2. _______________________________ 2. _______________

Learner’s Signature Date

Workplace Representative’s Signature Date

Training Provider’s Signature Date

Assessor’s Signature Date


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TERMS OF AGREEMENT BETWEEN ASSESSOR AND LEARNER

THE ASSESSOR MGTMGT

I, the undersigned, agree and give my word of honour that I will provide the Learner with all

the relevant information required according to the legislation surrounding the assessment

process. MGTMGT

The plan for assessment will be discussed with the Learner and explained until the candidate

demonstrates understanding. MGTMGT

I will demonstrate openness and honesty with the candidate throughout the assessment

procedure. I commit to adhering to the principle of transparency to ensure that the

candidate is fully prepared for their assessment. MGTMGT

When required, I will coach the candidate in a manner what will not invalidate my

judgement through my commitment to the main objective of the assessment - the

candidate's competence. MGTMGT

I will be fully prepared for the assessment by ensuring all documentation, resources and

legislated requirement are in place before the assessment. This will allow me to fully focus on

the Learner's performance and will not detract from the judgements I make. MGTMGT

My attitude will encourage an atmosphere of support, trust and transparency. MGTMGT

I will, at all times, abide by the legislation governing standards-based assessment and

thereby protect the integrity of the National Qualifications Framework.

Assessor’s Signature Registration Number Date

THE LEARNER MGTMGT

I, the undersigned, agree and give my word of honour that I will be proactively involved in

my assessment. MGTMGT

I will abide by the assessment requirements and fulfill it to the best of my ability. MGTMGT

I will ensure that I follow the assessment process according to the agreed upon assessment

plan and will present all the evidence identified as necessary for me to achieve

competence. MGTMGT

I will, at all times, abide by the legislation governing standards-based assessment and

thereby protect the integrity of the National Qualifications Framework. MGTMGT

I will communicate effectively with the assessor, informing them when I do not understand an

issue. MGTMGT

I will ask the questions required for clarity.

Name:

ID number:

Learner’s Signature: Date:


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RECORD OF PRE-ASSESSMENT MEETING:

LEARNER’S DETAILS

Name:

ID. Number: Date of Birth:

Cell Number: Home Telephone:

E-mail Address: Work Telephone:

NLRD No: National Qualification: TG/CULTSITEGD/4/0031

Part of the FETC: Tourist guiding NQF L4 (71549)

Unit Standard Nr: 335801; 335802; 335803; 246740; 255914

EMPLOYER/TRAINING PROVIDER DETAILS

Employer:

Contact Person:

Training Provider:

Contact Person:

ASSESSOR’S DETAILS

Name:

Cell Number:

Work Telephone:

E-mail Address:

Registration nr:

Area of specialization: Tourist guiding (Culture)

ASSESSMENT DETAILS

Date of application:

Assessment Date:

Pre-assessment Date:

Assessment Time:

Pre-assessment Time:

Assessment Venue:






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Pre-assessment Venue:

ASSESSMENT PREPARATION

NQF System

Did the learner understand the principles of the NQF? YES NO

Did the learner understand standards-based assessment? YES NO

Did the learner understand what it means to be found competent? YES NO

Roles & responsibilities

Were the contract role and responsibilities of the assessor explained and signed? YES NO

Were the contract role and responsibilities of the learner explained and signed? YES NO

Appeals process and moderation

Did the learner understand the appeals process? YES NO

Did the learner accept that a moderator may observe the assessment? YES NO

Did the learner understand the role of the moderator? YES NO

Assessment plans (See Assessment Plans 1-3)

Was the assessment plans explained YES NO

Were the various assessment methods discussed? YES NO

Did the learner understand the pre-designed assessment instrument? YES NO

Did the learner agree that the assessment plan would result in a fair

assessment?

YES NO

Does the learner still feel they are ready for assessment? YES NO

Has the learner signed the assessment plans? YES NO

Special needs / Health and Safety

Were the resources required for the assessment discussed? YES NO

Was a contingency plan discussed (if circumstances lead to a deviation)? YES NO

Logistics

Was a venue, date and time for the assessment agreed upon? YES NO


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Have all stakeholders received written confirmation of the planned

assessment?

YES NO

Did the learner have any other questions? YES NO

DETAILS OF ADDITIONAL EVIDENCE THAT MAY BE REQUIRED FOR THE PoE

CHANGES TO THE PRE-DESIGNED ASSESSMENT INSTRUMENT

LEARNER’S SPECIAL NEEDS AND CONTINGENCY PLAN

HEALTH AND SAFETY REQUIREMENTS

RESOURCES REQUIRED FOR THE ASSESSMENT

CIRCUMSTANCES THAT MAY LEAD TO A CONTINGENCY PLAN


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OTHER QUESTIONS ASKED BY THE LEARNER

COMMENTS

Assessment agreement:

We, the undersigned, agree that the above information is correct, and that the planned

assessment will be conducted on the agreed date, at the agreed time, at the agreed venue.

Learner’s Signature Assessor’s Signature Employer’s Signature

Moderator’s Signature Registration Number Date

Remind the learner of their right to appeal:


26 | P a g e

ASSESSMENT EVENT 1: KNOWLEDGE QUESTIONNAIRE 1: SA OVERVIEW

The Assessor will hand out the Knowledge Questionnaire on the day of the assessment.

MGTMGT

Complete the questionnaire on your own. You may not use notes or receive other help. MGTMGT

Complete it within 60 minutes. MGTMGT

Underline only one option. You will receive one mark per question. MGTMGT

You will not get a mark should two or more options be underlined. MGTMGT

If you make a mistake, cross out the wrong selection, initial next to it (on the left) and

underline the new option of your choice. MGTMGT

You may not leave the class room for any reason (unless special need was indicated). MGTMGT

Ask the Assessor (or Supervisor) if you are not sure about question or what is expected of you. MGTMGT

You will need to obtain 80% in order to meet the requirements. MGTMGT

If you obtain between 65 -79% the Assessor will conduct oral questioning on the sections that

you did not meet the requirements. If you still don’t meet requirements, you will be required

to re-take exam (see 10). MGTMGT

If you obtain less than 65% you would need to study again and re-take the exam when you

are ready. This may only be done after at least 48 hours / according to Assessor discretion. MGTMGT

Complete the declaration of authenticity after the test. MGTMGT

Indicate that you are ready to proceed by completing the Checklist:

You have prepared sufficiently

You understand what is expected of you

You have indicated your special needs to the Assessor

Completed questionnaire should be filed in Annexure A of POE


27 | P a g e

ASSESSMENT RESULTS

KQ-SA OVERVIEW

Marks Knowledge

Questionnaire

Oral questioning

RM RNM RM RNM

SA Overview

/100

The learner met the

requirements by

obtaining 80% or more

Well done!

The learner did not

meet the

requirements by

obtaining between

65-79%

The Assessor will conduct oral questioning on

the sections that the learner did not meet the

requirements.

The learner did not

meet the

requirements by

obtaining less than

65%

The learner needs to re-take the exam after a

period of study. This may only take place after

at least 48 hours.

Comments by the Assessor

The learner missed some questions

The learner did not understand some of the questions.

The learner did not do sufficient preparation.

The learner did not complete the paper within the time frame.

Others

Assessor Assessor Reg.

Number

Assessor

signature

Date


28 | P a g e

ASSESSMENT EVENT 2: KNOWLEDGE QUESTIONNAIRE 2: BASICS OF GUIDING

The Assessor will hand out the Knowledge Questionnaire on the day of the assessment.

MGTMGT

Complete the questionnaire on your own. You may not use notes or receive other help. MGTMGT

Complete it within 30 minutes. MGTMGT

Underline only one option. You will receive one mark per question. MGTMGT

You will not get a mark should two or more options be underlined. MGTMGT

If you make a mistake, cross out the wrong selection, initial next to it (on the left) and

underline the new option of your choice. MGTMGT

You may not leave the class room for any reason (unless special need was indicated). MGTMGT

Ask the Assessor (or Supervisor) if you are not sure about question or what is expected of you. MGTMGT

You will need to obtain 80% for each section in order to meet the requirements. MGTMGT

If you obtain between 65 -79% the Assessor will conduct oral questioning on the sections that

you did not meet the requirements. If you still don’t meet requirements, you will be required

to re-take exam (see 10). MGTMGT

If you obtain less than 65% you would need to study again and re-take the exam when you

are ready. This may only be done after at least 48 hours / according to Assessor discretion. MGTMGT

Complete the declaration of authenticity after the test. MGTMGT

Indicate that you are ready to proceed by completing the Checklist:

You have prepared sufficiently

You understand what is expected of you

You have indicated your special needs to the Assessor

Completed questionnaire should be filed in Annexure A of POE


29 | P a g e

ASSESSMENT RESULTS

KQ-Basics of guiding

Knowledge

Questionnaire

Oral questioning

Marks RM RNM RM RNM

Section 1: Customer Care

/10

Section 2: Health and Safety

/25

Section 3: Guiding techniques .

/10

Section 4: Legislation .

/5

The learner met the

requirements by obtaining

80% or more

Well done!

The learner did not meet the


between 65-79%

The Assessor will conduct oral questioning on

the sections that the learner did not meet the

requirements.

The learner did not meet the


less than 65%

The learner needs to re-take the exam after a

period of study. This may only take place after

at least 48 hours.

Comments by the Assessor

The learner missed some questions

The learner did not understand some of the questions.

The learner did not do sufficient preparation.

The learner did not complete the paper within the time frame.

Others

Assessor Assessor Reg.

Number

Assessor

signature

Date


30 | P a g e

ASSESSMENT EVENT 3: EVALUATION OF WORKPLACE TASKS /PERFORMANCE

Your Workplace Guide and Log Reports will be evaluated by the Assessor against the Criteria of

Checklists 1a, 1b and 2.

The Assessor will provide you feedback of what is still outstanding or incomplete or additional

evidence to be submitted.

Respond in accordance with feedback from Assessor.


31 | P a g e

CHECKLIST 1a & b SITE RESEARCH & INVENTORY REPORT

CHECKLIST 2: DESIGN A GUIDED TOUR

ASSESSOR FEEDBACK ON LEARNER’S PERFORMANACE IN THE WORKPLACE

COURSE SKILLS PROGRAMME CULTURE SITE GUIDE NQF L4


(FETC: Tourist Guiding NQF L4 (71549) Programme 1: Basics of Guiding)

US

Integrated 246740 SO1 ,SO2, SO3,

SO4 Care for customers

255914 SO1 ,SO2, SO3 Minimize and manage safety and emergency incidents

335803 SO1, SO2 & SO3 Research and design a guided experience at a prominent tourism site

335801 SO1, SO2, SO5 Conduct a tourist guiding activity

335802 SO1, SO2 Conduct a tourist guiding activity

ASSESSMENT

METH0D

EVALUATION OF PORTFOLIO OF EVIDENCE: TASK 1- 11 (WORKPLACE GUIDE)

SITE NAME

CITY / TOWN

PROVINCE

To be completed

Learner To be completed Assessor 1 To be completed

ID To be completed Assessor # To be completed

Date of first

evaluation

To be completed Assessor 2

Valid The purpose of the assessment was met according to the outcomes

below

Authenticity: The tasks were completed by the learner

Current: Tasks completed within the last 6 months.

Assessor #

Assessor 3

Assessor #

http://regqs.saqa.org.za/showUnitStandard.php?id=246740




32 | P a g e

KEY TO PERFORMANCE JUDMENT RESULT: RM + Requirements met RNM = Requirements not met = INSUFFICIENT A = Not authentic

Checklist 1a

US REF

ACCESSMENT CRIT; EEK

CCFO’S (A

The learner …

Criteria site specific

EVIDENCE

INCLUDED

MEETING THE

REQUIREMENTS

TASK 1-4

1st

Eval.

RM/

RNM

2nd

Eval.

RM/

RNM

ADDITIONAL EVIDENCE TO

BE SUBMITTED / PLAN OF

ACTION

Additional

evidence

submitted (include

date)

US 335802 S01 AC2.3

US 246740 S04 AC3

CCFO COMMUN.

Reflected respectful conduct (Q1) T1 & T2 feedback

1: interviewee

Reflected non-offensive conduct (Q5) T1 & T2 feedback

1: interviewee

US 335802 EEK7.1.;7.2

US 335803 EEK 7

ORGANISINGCCFO

COLLECTING AND

COMMUN.

Reflected knowledge the rich and diverse heritage and

cultural resources including:

T1 &T2: Typed

Report i

CCFO COMMUN. Identified popular sites & less know sites in the area that

are visited by locals and foreign visitors (Culture, Nature or

Adventure based).

T3: Handwritten

notes

*Also see Table 4.1

US 335803 EEK 7

US 246740 EEK 2

COLLECTING AND

COMMUN.

Compiled a list of the tourism attractions and sites (all

categories) in the local area.

Identified the correct guiding category for the above

T4: Table 4.1

US 335802 S01 AC2.2 /

CCFO COLLECTING,

CONTRIBUTING

Identified the type of Cultural sites in the area.

T4: Table 4.3

US 335802 S01 AC2.2 /

CCFO COLLECTING,

CONTRIBUTING

Completed all the questions and it is evident that the

learner understands the relationship between the

different sites in the area (Cultural heritage area footprint

(map) compiled.

T4: Questions 4.4

T4: Map 4.5 hand

drawn


33 | P a g e

Checklist 1b

US REF


CCFO’S

The Learner …


EVIDENCE INCLUDED

MEETING THE

REQUIREMENTS

TASK 6-9

1st

Eval.

RM/

RNM

2nd

Eval.

RM/

RNM

ADDITIONAL EVIDENCE

TO BE SUBMITTED /

PLAN OF ACTION

Additional

evidence

submitted (include

date)

US 335803 S02 AC1

Collected general background information of a specific

site assessed and evaluated so as to prepare for a guided

experience.

SI 1.1-1.9

US 335803 S01 AC2

Drew up a route plan of the research tour with due

consideration for the size and complexity of the site

(inserted a Han drawn map) .

T5: Hand drawn

map of site with rout

e inserted

US 335803 S01 AC3

Compiled a report which contains detailed site

information gathered during the research tour.

T5: 1-3

US 335803 S01 AC4 Documented all the equipment on site pertaining to the

tour activity (including safety equipment i fire extinguishers

and hoses.

SI 2.4.1

US 335803, EEK1

Documented general information about the site

sufficiently as applicable

SI 1.1-1.8

US 335803, EEK6

US 335803, EEK1

Documented facilities, amenities and activities sufficiently SI 1.9

Collected Site specific information and material SI 1.10 ; 2.1; Photos;

US 335803 SO2 AC1

EEK 2,3, 6

Documented the major features of the site: Cultural

Tourism Resources & Attractions that reflect the richness

and diversity of South African society

SI 2.2.1 – 2.2.4

Also see Table 5.3.2

Attributes

US 335803 SO2 AC1

EEK 2,4, 5

Documented the major features of the site: Prominent

natural resources and attractions as applicable

SI 2.2.1 – 2.2.4

*Also see Table 5.3.2

Attributes

US 335803: SO1 AC4

US 335801 SO1 AC2

Documented all the equipment on site pertaining to the

tour activity (including FIRE EXTINGUISHERS AND HOSES)

SI 2.4

335803: EEK8; 246740:

EEK2

Documented information about the local area SI 3

*Also see Tables 4.1-

5


34 | P a g e

Checklist 1b

US REF


CCFO’S

The Learner …


EVIDENCE INCLUDED

MEETING THE

REQUIREMENTS

TASK 6-9

1st

Eval.

RM/

RNM

2nd

Eval.

RM/

RNM

ADDITIONAL EVIDENCE

TO BE SUBMITTED /

PLAN OF ACTION

Additional

evidence

submitted (include

date)

US 255914 SO1 AC1

EEK1

Identified hazards and risks Table 5.1

US 335801 SO2 AC4 Identified the impact of hazard on activity (as applicable):

risk and people who might be affected (including

likelihood and severity of risks)

Table 5.1

US 335801 SO2 AC5 Identified the plan of action to reduce the Risk (existing

controls and additional plans e.g. safety briefing, pointing

out hazards.

Table 5.1

Intervention +

Additional

suggestions

US 335801 SO1 AC3

US 335803 EEK9

Documented a Legislative framework (indicating

legislation, regulations / rules as applicable to the site.

Table 5.2

US 335801 SO2 AC7 Described the response to the legal requirements (do;s

and don’ts; boundaries of tour: operational requirements,

etc.)

Table 5.2,

*Q 5.2.4.1 + 2

US 335802 SO1 AC1

US 335801 SO1 AC1

Researched the site in terms of its tourist value

(Accessibility, Attributes, Authenticity, Attractiveness)

Table 5.3

US 225914 SO1 AC1

EEK1

Explained safety and emergency policy and

implementation requirements

T6: Interview 6.1 Q1-

4

US 225914 SO1 AC2 Described natural and unnatural emergencies and

developed a plan to address it.


6

US 225914 SO2 AC3

EEK1

Described safety incidents and identified the actions

required for response according to policy and

procedure.


8

US 225914 SO3 AC2

Explained crowd control measures appropriate to

emergency situations are explained.

T6: Interview 6.1 Q9

US 24740 SO1 AC2,

EEK2

Customer needs and expectations are identified,

including those with specific needs.

T7: Form 7

guide/educator (a)

US 246740 SO1 AC5 Addressed all questions and queries are addressed with

appropriate accuracy (was able to respond accurately

on information about the facilities on site and the local

area)

T7: Form 7

guide/educator (a)


35 | P a g e

Checklist 1b

US REF


CCFO’S

The Learner …


EVIDENCE INCLUDED

MEETING THE

REQUIREMENTS

TASK 6-9

1st

Eval.

RM/

RNM

2nd

Eval.

RM/

RNM

ADDITIONAL EVIDENCE

TO BE SUBMITTED /

PLAN OF ACTION

Additional

evidence

submitted (include

date)

US 24740 SO2 AC1 Handled complaints promptly, positively, sensitively and

politely.

T7: Form 7

guide/educator (a)

US 246740 SO2 AC2 Resolved customer complaints according to the level of

individual need as well as company procedures.

T7: Form 7

guide/educator (a)

US 246740 SO2 AC3 Referred complaints to the appropriate person, according

to the individual level of customer need.

T7: Form 7

guide/educator (a)

US 335803: SO1 AC5 Defined respectful and acceptable conduct and clearly

outlined as it applies to the selected site.

Interview 7.1

guide/education

Q1-2

CCFO COLLECTING Observed (shadow) an experienced guide on his site in

preparation for his/her own tour and can evaluate the

weaknesses/strengths of the tour p

T8: Evaluation Form

8

US 335802 SO1 AC2

CCFO COLLECTING,

CONTRIBU-TING

Recorded different cultural groups' viewpoints of a cultural

heritage site are recorded for inclusion in a presentation

T9: Interviews

Written Presentations

US 335803: SO3: AC1 Used the SITE INVENTORY REPORT to plan a guided

experience. The learner complete/prepared the relevant

information using it:

T10: 3. Logistic

checklist

T10: 4. Tour briefing

(including H&S, rules.

Identified central

topics;

US 335803: SO3: AC2 Planned an Itinerary in support of the guided experience.

The learner completed/prepared

T10:Tour plan map

T10:2.Suitability of

route

CCFO ORGANISATION Prepared and planned the structure and information of

the guided tour. The body includes sufficient, interesting,

valid and current information about the site.

T10: Welcome,

Briefing,

Introduction, Body &

Conclusion notes

US 335803: SO3: AC3 Used Marketing material was compiled so as to support

the planned itinerary and guided experience.

T10: Brochure/leaflet

inserted.


36 | P a g e

Checklist 2

US REF

ACCESSMENT CRIT;

EEK

CCFO’S

The Learner …


EVIDENCE

INCLUDED MEETING

THE REQUIREMENTS

TASK 10 & 11

1st

Eval.

RM/

RNM

2nd

Eval.

RM/

RNM

ADDITIONAL EVIDENCE TO BE

SUBMITTED / PLAN OF ACTION

Additional

evidence

submitted

(include

date)

US 335801: SO2 AC3 Selected equipment to meet operational requirements of

the activity.

T10:3. Checklist

logistics

US 335801 SO2 AC2,

AC4

Evaluated the suitability of a location and/or route is

evaluated in terms of the expected outcomes of the

activity.

T10:2.Evaluated

suitability of route

US 335801 SO2 AC5 Identified logistical requirements and complied with

according to operational requirements

T10:3. Checklist

logistics

US 335802: SO2: AC1

US 335801: SO2: AC1

US 246740: SO1: AC2

Identified needs, cultural needs, special needs; limitations

and expectations and applied it to the target group of

tourists:

T10:Table 10.6;

T11:Tourist Profile

US 335801 SO5 AC1 Reviewed the level of achievement by the participants in

terms of success and enjoyment in accordance with the

expected outcomes.

T11: Checklist: Rate

level of

Achievement.

US 335801 SO5 AC2 Reported incidents that occurred during the activity to the

responsible persons or authorities in accordance with

organizational policies.

T11: Tour Report 11:

Also See Task 6/7

US 335801 SO5 AC3 Concluded feedback on the experience with the

appropriate stakeholders in accordance with

organizational policies.

T11: Tour Report 11:

See Checklist 3 Sufficiently practiced walking tour on site with a group in

preparation for Final Integrated Summative Assessment

T11: Tourist Profile 11

Participants;

Feedback Forms 11;

Checklist 11 Level of

achievement Self-

Evaluation of the

Tour 11

Tour Report 11

completed ; Video

11


37 | P a g e

SUMMATIVE ASSESSMENT EVENT 3: WORKLPLACE PERFORMANCE

FEEDBACK

COMMENTS AND/OR QUESTIONS FROM LEARNER

JUDGEMENT

Requirements met Requirements not met

Action required:

By When?

ASSESSOR’S FEEDBACK REMARKS

Declaration by learner

I, …………………………………………………………………….declare that I am satisfied that the feedback given to me by the Assessor was

relevant, sufficient and done in a constructive manner. I accept the assessment judgment and have no further questions relating to this

particular assessment instrument.

Learner Date Assessor Date Moderator Date


38 | P a g e

SUMMATIVE ASSESSMENT EVENT 3: WORKLPLACE PERFORMANCE

RE-ASSESSMENT (SECOND EVALUATION)

FEEDBACK


FINAL JUDGEMENT

Requirements met Requirements not met








39 | P a g e

ASSESSMENT EVENT 4: BEHAVIOURAL OBSERVATION

CHECKLIST 3: CONDUCT A GUIDED TOUR ON A PROMINENT TOURIST SITE

DIRECT OBSERVATION OF LEARNER’S PERFORMANCE IN WORKPLACE

Instructions to the learner

Refer to Workplace Guide Task 10,11 and 12

You will be assessed against the criteria of Checklist 3.

The Assessor will provide feedback after your guided tour on site.

Prepare and represent as per Assessor feedback.


40 | P a g e

CHECKLIST 3: CONDUCT A GUIDED TOUR ON A PROMINENT TOURIST SITE

BEHAVIOURAL OBSERVATION FEEDBACK REPORT

COURSE SKILLS PROGRAMME CULTURE SITE GUIDE NQF L4


(FETC: Tourist guiding NQF L4 (71549) Programme 1: Basics of Guiding

246740 SO1 SO4 Care for customers

255914 SO1 Minimize and manage safety and emergency incidents

335803 SO1 SO3 Research and design a guided experience at a prominent tourism site

335801 SO1 SO3 SO4 Conduct a tourist guiding activity

335802 SO1 SO3 SO4 Conduct a guided cultural experience

ASSESSMENT

METHOD

Assessor 1

Student Assessor 1

reg,no

ID Number

SUMBITTED VIDEO

Site Address:

Province

Date of

presentation

Notate the date

display on video

Duration of

video

Notate time

display on video

Video operator report

completed?

Participants feedback included?

yes no

yes no

Valid Authentic Current Sufficient

Assessor 2

Assessor 2

reg,no

Evidence

gatherer

OTHER COMMENTS ON VIDEO QUALITY:

ADDITIONAL COMMENTS ON PARTICPANTS FEEDBACK:





41 | P a g e

INTEGRATED SUMMATIVE ASSESSMENT EVENT 3: CONDUCT A GUIDED TOUR

FEEDBACK REPORT ON BEHAVIOURAL OBSERVATION TASK 11

RM= Meet the requirements. You may also use N/A in this column if the criteria do not apply to a site. Allocate 1

Mark each. RNM=Requirements Not Met. You may also use N/O which means the criteria is applicable but you

did not observe the Learner doing it. No Marks. The minimum requirements to be met in brackets for each Section.

1st BO = first evaluation; 2nd BO = second evaluation

Evaluation Criteria 1st BO 2nd BO Additional comments / feedback

A. WELCOMED THE TOURISTS (RM 8/10) RM …./10

A3, 4, 5, 7, 8 & 10 should be met RNM, Redo the section

1. Selected an appropriate meeting point

2. Appearing organized and ready

3. Greeted the visitors

4. Welcomed the visitors to the site

5. Mentioned the site’s name

6. Mentioned the location of the site

7. Mentioned the tourist value/significance of site/

heritage status

8. Introduced him/herself

9. Included interesting / humoristic info about

him/herself

10. Started the official tour on time

B. BRIEFING (RM B1+B2+B3 =8/10) RM . ../10

….B1.1, B2.5, 6 B3.8-10 should be met RNM, Redo the section

B1. INFORMED THE TOURISTS ABOUT THE GUIDED TOUR

1. How long? Duration

2. What will happen? Information about guided

tour (highlights, brief programme overview, etc.)

3. Why it will be done? – object of activity – what

participants will gain from the tour

4. Indicated exit points / venue for end of tour for

participants who might leave earlier (where

applicable)

B2. PREPARED THE PARTICIPANTS PHYSICALLY AND/OR EMOTIONALLY (CHECKED READINESS)

5. How it will be done /executed? E.g. What actions

are required such as climbing stairs, crawling (in

caves)

6. Who can participate? – Ensure that everyone is

able to participate e.g. mobility, phobias, correct

footwear/clothing (as applicable)

7. Provided toilet and/or other opportunities to get

ready

B3. INFORMED PARTICIPANTS ABOUT PROCEDURES

8. Communicated the rules and regulations

9. Communicated possible hazards

10. Communicated other site specific procedures

(e.g. Evacuation procedures, acceptable &

respectful protocol to be followed as applicable)

C. PROVIDED AN INTRODUCTION TO THE SITE (RM 1/2) RM .../2

….C2 should be met RNM, Redo the section

1. Explained the layout of site (orientation) as

applicable

2. Explained the background / historical context / set

the scene for the tour

Additional comments


42 | P a g e

D. MIDDLE STAGES D1+D2+D3 (RM 6/8) RM .../8

D1.1, 4 & 5; D3.7+8 should be met RNM, Redo the section

D1. MONITORED EXTERNAL FACTORS AND TOOK PREVENTATIVE MEASURES


1. Warned, pointed out, stayed clear or removed

objects / areas that can cause injuries.

2. Responded to weather conditions (moved to

shady spot /shelter) and/or reminded participants

to take precautions (e.g. drink water)

3. Enquired about the welfare of participants and

that everyone was still keeping up.

4. Ensured minimal impact on the environment (no

littering, removal/damaging/destroying of

natural/cultural objects, etc.)

5. Monitored equipment for safety and reliability (as

applicable)

D2. DID THE GUIDE COMMUNICATE THE PROGRESS?

6. Communicated progress to the participants in

terms of achieving the objectives of the activity

(e.g. what still be visited, how much time left)

D3. TREATED CUSTOMERS WITH RESPECT?

7. Treated customers and host community (when

applicable) with respect

8. Conduct reflected respectful management of

cultural diversity and sensitivities

E. APPLIED THE FOLLOWING GUIDING TECHNIQUES D1+D2+D3 (RM 6/8) RM .../8

…. E3, 6 & 8 should be met RNM, Redo the section

1. Prompted the group to follow him/ her

2. Did not walk too fast (e.g. could everyone in the

group keep up)

3. Did not start talking before every one of the group

has gathered

4. Gathered the group in a semi-circle

5. Selected appropriate position to present the

various aspects / objects of the site with optimal

view / impact – did not obstruct object that

he/she was talking about

6. Did not turn face / back to group while

interpreting an object

7. Involved the group

8. Answered questions appropriately

F. CONCLUDED THE TOUR (RM 4/6) RM …/6

…. F1, 2 & 6 should be met RNM, Redo the section

1. Concluded the commentary by wrapping it up

with a conclusive statement which encapsulated

the theme and message.

2. Thanked the people for attending the activity

3. Wished them well for the rest of the day /trip

4. Advised them of additional activities that can

participated in on the site (including restaurants

and shopping) where applicable


43 | P a g e

Additional comments by Assessor

1st BO 2nd BO

Section with minimum

requirements to be met

Marks RM RNM RM RNM Additional comments

A. Welcomed the tourists (8/10)

B. Briefing (8/10)

C. Provided an introduction to the

site (1/2)

D. Middle stages (6/8)

E. Guiding techniques (6/8)

F. Concluded the tour (4/6)

G. Presentation skills (8/10)

OVERALL PERFORMANCE

(41/54)=75%

5. Provided information on the local area as per

tourist enquiry e.g. what is the shortest way to the

Fuel station

6. Ended the tour on time (approximately one hour)

G. PRESENTATION SKILLS (RM8/10) RM .../10

G1, 2, 4, 8 & 10 should be met RNM, Redo the section


1. Information was correct Communication to improve

Personal appearance Posture

Body

language…………………………………..

Annoying habits ………………………………..

Repetition of words ………………………….

Uhmm! Eeehh! too much

Breathing Articulation Tone/Pitch

Pronunciation Grammar

Nasal sounds

Speaking pace too fast / slow

Eye contact

2. Information was interesting

3. Information was current

4. Information was clear (explained well e.g.

terminology, foreign concepts)

5. Cue Cards were used in the right manner

6. Appeared friendly

7. Displayed a sense of humour

8. Displayed enthusiasm /passion

9. Body language positive

10. Speech audible


44 | P a g e

FINAL INTEGRATED SUMMATIVE ASSESSMENT EVENT 4: BEHAVIOURAL OBSERVATION FEEDBACK


JUDGEMENT

You have met the minimum criteria for each section and obtained 75% or more for overall performance and are able to

conduct guided tours on the site.

RM RNM

You have not met the minimum criteria for a section/s but obtained 75% or more for overall performance. Only represent that

section/s again.

RM RNM

You have not met the minimum criteria for a section/s and obtained less than 75% for overall performance. Take note of the

feedback and prepare to present the tour again.

RM RNM

Action required:

By When?








45 | P a g e

FINAL INTEGRATED SUMMATIVE ASSESSMENT EVENT 4: BEHAVIOURAL OBSERVATION

RE-ASSESSMENT (SECOND EVALUATION) FEEDBACK


FINAL JUDGEMENT

You have met the minimum criteria for each section and obtained 75% or more for overall performance. You have been

found competent to conduct guided tours on the site.

RM RNM

You have not met the minimum criteria for all the sections and are not found competent to guide on this site. RM RNM







You have met the minimum criteria for each section and obtained 75% or more

for overall performance and are able to conduct guided tours on the site.

RM RNM

You have not met the minimum criteria for all the sections and are not found

competent to guide on this site.

RM RNM

Assessor Contact

details

Assessor signature

Date

DECLARATION BY LEARNER

I, ……………………………………………………………………......................................... declare that I am

satisfied that the feedback given to me by the Assessor was relevant, sufficient and done in a

constructive manner. I accept the assessment decisions and have no further questions relating

to this particular assessment process.

Learner signature Date

Learner feedback / comments

Learner Assessment guide 2016-10 © MGT Training Solutions

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CRITICAL CROSS-FIELD OUTCOMES

THE LEARNER DEMONSTRATED THE FOLLOWING YES NO ASSESSOR COMMENTS

IDENTIFYING:

Solved problem solving through the addressing of

itinerary adjustments where challenges require

adjustments to initial planning; noted hazards

and client needs.

ORGANISING:

Managed and organised own activities in the

planning and conducting of a cultural guided

walking tour

COMMUNICATION:

Effective communication skills were displayed

during research, interviews, preparation for tour

and presenting it.

COLLECTING A broad range of information was

handled in the collecting (gathering), analysis

and evaluation of information in the preparation

and presentation of formal and informal

interpretive presentations in a guiding

environment.

SCIENCE AND TECHNOLOGY The learner used a

computer and internet while researching the

tourism site


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ASSESSMENT DECISION (Based on KQs, Workplace Tasks & BO)

The Learner has submitted sufficient evidence and is therefore

Competent.

YES NO

If ‘No’ was ticked, complete the following:

The Learner is required to submit additional evidence against the Outcomes and relevant

assessment criteria and the agreed upon date for re-assessment.)

Refer to KQ1&2, Checklists 1a, 1b and 2 for details.

The Learner is required to improve performance in the following areas

Refer to Checklists 3 for details.

The Learner is required to be assessed by another assessor YES NO

The Learner has not submitted evidence that is valid, relevant,

current, sufficient and authentic against all the listed Specific

Outcomes and the critical cross-fields.

YES NO

The Learner is competent against the listed unit standards

(335801; 335802; 335803; 246740; 255914)

YES NO

The Learner can be awarded the credits for the National

Certificate

(TG/CULTSITEGD/4/0031 Skills programme: Culture Site Guide)

YES NO


DECLARATION BY THE LEARNER

I, ___________________________________________________ declare that I am satisfied that

the feedback given to me by the assessor was relevant, sufficient and done in a

constructive manner.

I accept the assessment decision and have no further questions

relating this particular assessment.

YES NO

I have lodged an appeal against this assessment

YES NO

Learner’s Signature NLRD Number Date







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RE-ASSESSMENT DECISION

The Learner has submitted the additional evidence that was

required. This evidence is valid, relevant, sufficient and authentic

against the listed Specific Outcomes and covered all range

statements. Refer to KQ1&2, Checklists 1a, 1b and 2 for details.

YES NO

The learner has demonstrated the performance required for

competence as stated in the Unit Standard. Refer to Checklists 3

for details.

YES NO

The Learner is competent against the listed unit standards

(335801; 335802; 335803; 246740; 255914)

The Learner can be awarded the credits for the National

Certificate

(TG/CULTSITEGD/4/0031 Skills programme: Culture Site Guide)

DECLARATION BY THE LEARNER

I, ___________________________________________________ declare that I am satisfied that

the feedback given to me by the assessor was relevant, sufficient and done in a

constructive manner.

I accept the assessment decision and have no further questions

relating this particular assessment.

YES NO

I have lodged an appeal against this assessment

YES NO


*NLRD - National Learners` Records Database (the number assigned when entering the

learner on the Database)







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LEARNER EVALUATION OF ASSESSMENT

Learner’s Comments MGTMGT

Was the process of assessment

followed as explained during the

pre-assessment meeting?

MGTMGT

Did the assessor encourage and

positively motivate you during

the assessment process?

MGTMGT

Did the Assessor put you at ease

before and during the

assessment process and, if so,

how did they do this?

MGTMGT

How were you encouraged to

take part in the assessment

process?

MGTMGT

Did the assessor: use language

that you could easily

understand?

MGTMGT

Did you fully understand the

assessor's questions and

instructions the first time they

were given? If not, why?

MGTMGT

Were you made to feel

uncomfortable at any time

during the workplace

observation of you

performance? If you were,

explain why?

MGTMGT

Was the feedback given to you

at the end of the assessment

process given in a clear and

constructive fashion so that it

helped you? In not, why?

MGTMGT

Were any special needs you may

have considered by the

assessor?

MGTMGT

Did the assessor evaluate all the

evidence you submitted for

assessment?


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Learner’s Comments

MGTMGT

Do you feel that all the

assessment criteria required to

evaluate competence were

considered during the

assessment?

MGTMGT

Did the assessor discuss the final

outcome of the assessment with

you?

MGTMGT

On completion of the assessment

process was all documentation

completed, signed and dated?

Were you given a copy of the

documents?

MGTMGT

Do you believe that the

assessment process was a

positive experience that has

contributed to your learning?

MGTMGT

In what way have you benefited

from the assessment process?

MGTMGT

Did you feel, at any time, that

the assessor's attitude towards

you was discriminatory? If so,

explain?

MGTMGT

Did the assessor have to "coach"

you at any time during the

assessment? If so, are you

satisfied that this did not result in

an unrealistic judgement?





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ASSESSMENT REVIEW

To be completed by (1) the Learner, and (2) the Assessor

Learner’s declaration of understanding

Review Dimension Learner Assessor Action

The principles/criteria for good

assessment were achieved.

Agree Disagree Agree Disagree

The Assessment related to the

requirements of the Unit Standards.


The assessment was practical


The Learner's normal duties were

not overly affected.


Assessment instruments and

methods were fair, clear and

understandable.


Judgements were made against

the required standards.


Special needs were identified and

necessary adjustments made.


Feedback related to the evidence

and was constructive.


An opportunity to appeal was

given.


The evidence was recorded.


I am aware of the moderation process and understand that the moderator could

declare this decision invalid.

Learner’ Date Assessor Date Moderator Date


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ASSESSMENT APPEALS AND DISPUTE POLICY

General

It is the learners right to appeal the assessment awarded for individual

assignments and the programme as a whole. Each learner is entitled to re-

assessment, giving the learner full opportunity to show that he/she has

successfully acquired the knowledge and skills required for certification. Learners

in writing at any point can make an assessment appeal during the training

programme.

Appeals can be brought against:

• Unfair assessment

• Invalid assessment

• Unethical practices

• Assessor judgment considered biased

• Unreliable assessment

APPEALS PROCEDURE

Stage 1: Consult your assessor and explain the reasons for appeal

Submit the necessary documents, to support your appeal to the assessor

concerned

Assessor and learner should try to resolve the issue

Stage 2:If the learner is not satisfied with the decision taken by the assessor in

stage 1:

The learner must complete an appeal form

The learner must clearly motivate reasons for appeal

Assessor must submit the original assessment record and evidence to the internal

moderator, within 14 working days

Stage 3: The moderator may request the assessor to re-assess the candidate

May request another assessor to assess the candidate

The internal moderator must try to resolve the matter within 14 days (working

days)

Stage 4:Should the candidate still be dissatisfied, the internal moderator will

forward the candidate appeal form, assessment records and written

comments to an investigators panel within 10 (working days). The decision

taken by this panel is final. All documents pertaining to the appeals will

be recorded, authorized and retained for a period of three (3) years.


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APPLICATION FORM FOR APPEAL

LEARNER’S DETAILS

Surname: First Names:

ID. Number: Date of Birth:

Cell Number: Home Telephone:

E-mail Address: Work Telephone:

NLRD No: National

Qualification:

Unit Standard/s

Qualification No:

ASSESSOR’S DETAILS

Surname: First Name:

Cell Number: Work Telephone:

E-mail Address: Reg. Number:

Area of specialisation:

EMPLOYER/TRAINING PROVIDER DETAILS

Employer:

Contact Person:

Training Provider:

Contact Person:

MODERATOR’S DETAILS

Surname: First Name:

Cell Number: Work Telephone:

E-mail Address: Reg. Number:


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APPEAL DETAILS

Date of Appeal:

Time of Appeal:

Reason for Appeal: See over the page

To be completed by the Learner

I felt that the assessment was unfair because the assessor:

Did not consider my special needs.

Discriminated against me in terms of race which resulted in a biased judgment.

Discriminated against me in terms of gender which resulted in a biased judgment.

Deviated from the assessment plan without consulting me.

Was not transparent about the evidence required to demonstrate competence.

Did not consider unforeseen circumstances.

I felt that the assessment was invalid because:

The instruments/tools were not relevant to the purpose of the unit standard/s of

the qualification.

I was expected to demonstrate more competence than set in the unit standard/s

or National Qualification.

The assessor had inadequate expertise and experience in the area assessed.

I felt that the assessment was unreliable because the assessor:

Did not consider all the relevant evidence I presented.

Was inconsistent.

Did not consider my actual work performance.

Was not fully prepared for the assessment.

DETAILS:

Learner’s Signature Assessor’s Signature

Date: Date:

Internal Moderator’s Signature External Moderator’s Signature

Date: Date:


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DELIBERATION BY MODERATOR:

ACTION PLAN:

AGREED DATE FOR IMPLEMENTATION OF ACTION PLAN:

ACTUAL DATE OF ACTION PLAN IMPLEMENTATION

RESULTS / OUTCOME OF REMEDIAL ACTIONS:

(Attach all relevant documents of actions plan implementation)

FINAL DECISION:

We, the undersigned, acknowledge that the details recorded In this document are a true reflection of

the assessment that was planned and conducted to assess the competency of the learner. We

agreed to the action plan as stated, implemented and are satisfied with the final decision made.

Learner’s Signature Assessor’s Signature



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ASSESSOR REVIEW

PROGRAMME REVIEWED: TG/CULTSITEGD/4/0031 Skills programme: Culture Site Guide

PRE-DESIGNED ASSESSMENT INSTRUMENTS

Strengths: Weaknesses:

Recommendations:

TIME ALLOCATION


Recommendations:

ASSESSMENT PROCESS


Recommendations:

ANALYSIS OF CANDIDATE’S FEEDBACK

Positive: Negative:

Recommendations:

Assessor signature: ____________________________________ Date: ________________

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