SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource...

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Candidate Logbook SVQ 2 in Team Leading at SCQF Level 5 October 2011 SVQ

Transcript of SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource...

Page 1: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

Candidate Logbook

SVQ 2 in Team Leading at SCQF Level 5

October 2011

SVQ

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Pearson Education Ltd is one of the UK’s largest awarding organisations, offering academic and vocational qualifications and testing to schools, colleges, employers, and other places of learning, both in the UK and internationally. Qualifications offered include GCSE, AS and A level, NVQ and our BTEC suite of vocational qualifications, ranging from Entry Level to BTEC Higher National Diplomas. Pearson Education Ltd administers Edexcel GCSE examinations.

Through initiatives such as on screen marking and administration, Pearson is leading the way in using technology to modernise educational assessment, and to support teachers and learners.

References to third party material made in this specification are made in good faith. Edexcel does not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.)

Authorised by Martin Stretton Prepared by Susan Hoxley

Publications code SVO29859

All the material in this publication is copyright © Pearson Education Limited 2012

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Contents

Section 1:SVQ 2 in Team Leading at SCQF Level 5 3

Introduction 3

Who is this SVQ for? 4

What is the structure of the SVQ 2 in Team Leading at SCQF Level 5? 5

Section 2: Examples of forms 6

Collecting your evidence 6

Example form 1 — Portfolio title page 7

Example form 2 — Personal profile 9

Example form 3 — Contents checklist 11

Example form 4 — Index of evidence 13

Example form 5 — Unit assessment plan 15

Example form 6 — Unit sign-off record 17

Example form 7 — Work Log 19

Example form 8 — Observation record 21

Example form 9 — Witness testimony 23

Example form 10 — Expert witness evidence record 25

Example form 11 — Record of questions and candidate’s answers 27

Section 3: Logbook 29

Mandatory units 31

Unit 1: Manage your own resources 33

Unit 2: Develop productive working relationships with colleagues 45

Unit 3: Allocate and check work in your team 59

Unit 4: Ensure your own actions reduce risks to health and safety 73

Optional units 91

Unit 5: Provide leadership for your team 93

Unit 6: Encourage innovation in your team 105

Unit 7: Help team members address problems affecting their performance 119

Unit 8: Participate in meetings 133

Unit 9: Initiate and follow disciplinary procedure 147

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Unit 10: Initiate and follow grievance procedure 161

Unit 11: Resolve customer service problems 173

Unit 12: Monitor and solve customer service problems 187

Unit 13: Support customer service improvements 201

Unit 14 Work with others to improve customer service 215

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Section 1:SVQ 2 in Team Leading at SCQF Level 5

Introduction

This document contains information specific to the Edexcel SVQ 2 in Team Leading at SCQF Level 5.

National Occupational Standards and SVQs

The standards, Assessment Strategy and qualification structures for the Edexcel SVQ 2 in Team Leading at SCQF Level 5 are overseen by the CfA. The SVQs have been developed from the National Occupational Standards.

The Edexcel SVQ 2 in Team Leading at SCQF Level 5 gives recognition of candidates’ skills, knowledge and understanding. It allows candidates to gain a qualification in the workplace that relates to their job and promotes good working practice.

You can contact the Sector Skills Council (SSC) at:

CfA business skills @ work 6 Graphite Square, Vauxhall Walk, London SE11 5EE Telephone: 0207 091 9620 Fax: 0207 091 7340 Email: [email protected]

SVQs are designed to be assessed in the workplace, or in conditions resembling the workplace. However, simulation of real working practice is rarely permitted. Where this is allowed it will be shown in the individual units, within the standards that are in this logbook.

Simulation must be carried out in conditions resembling the workplace. These conditions are described as being a ‘realistic working environment’ (RWE).

Which SVQs in Team Leading and Management are available?

The following SVQs in Team Leading and Management are available:

SVQ 2 in Team Leading at SCQF 5

SVQ 3 in Management at SCQF 7

SVQ 4 in Management at SCQF 9

SVQ 5 in Management at SCQF 11

It is important that you select the most appropriate level related to your work role.

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Who is this SVQ for?

The SVQ 2 in Team Leading at SCQF Level 5

Candidates can expect to be working as team leaders across a wide variety of areas, including NHS trusts, educational institutions, government departments and the private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with a choice of option units.

What progression opportunity does this SVQ offer me?

Candidates may progress within their own employment from supporting a team of people to a supervisory role. They can also progress to:

the SVQ 3 in Management

other level 2 qualifications, such as the Edexcel BTEC Level 2 Award in Team Leading (QCF)

the Edexcel BTEC Level 3 Award/Certificate in Management (QCF)

the Edexcel BTEC Level 3 Diploma/Extended Diploma in Business (Management) (QCF)

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What is the structure of the SVQ 2 in Team Leading at SCQF Level 5?

To achieve the whole qualification at level 2, you must prove competence in four mandatory units and two optional units.

Mandatory units for the SVQ 2 in Team Leading at SCQF Level 5

You must achieve all of the units listed below:

Unit number

Unit code Title Unit credit

SCQF level

1 A1 Manage your own resources 7 6

2 D1 Develop productive working relationships with colleagues

9 6

3 D5 Allocate and check work in your team 12 5

4 E5 Ensure your own actions reduce risks to health and safety

4 5

Optional units for the SVQ 2 in Team Leading at SCQF Level 5

You must achieve two of the units listed below:

Unit number

Unit code Title Unit credit

SCQF level

5 B5 Provide leadership for your team 9 7

6 C1 Encourage innovation in your team 11 6

7 D8 Help team members address problems affecting their performance

5 6

8 D12 Participate in meetings 2 5

9 D14 Initiate and follow disciplinary procedure 6 6

10 D15 Initiate and follow grievance procedure 6 6

11 F5 Resolve customer service problems 6 5

12 F6 Monitor and solve customer service problems

6 6

13 F7 Support customer service improvements 5 5

14 F8 Work with others to improve customer service

8 6

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Section 2: Examples of forms Collecting your evidence

This section contains examples of the forms you, your assessor and the internal verifier will use while you are undertaking your SVQ2 in Team Leading at SCQF Level 5.

The forms are:

Form 1: Portfolio title page

Form 2: Personal profile

Form 3: Contents checklist

Form 4: Index of evidence

Form 5: Unit assessment plan

Form 6: Unit sign-off record

Form 7: Work Log

Form 8: Observation record

Form 9: Witness testimony

Form 10: Expert witness evidence record

Form 11: Record of questions and candidate’s answers

You should ask your assessor for further advice and support if you are still unsure about how to use the forms and who should complete them.

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Example form 1 — Portfolio title page

Name:

Job title:

Name of employer/training provider/college:

Their address:

Postcode:

Telephone number (Home): (Work):

Email address: Fax number:

SVQ: Level:

Units submitted for assessment:

Mentor/Supervisor:

(Please provide details of mentor’s/supervisor’s experience):

Assessor: Date:

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Example form 2 — Personal profile

Name:

Address:

Postcode:

Telephone number (Home): (Work):

Email address: Fax number:

Job title:

Relevant experience

Description of your current job:

Previous work experience or attach copy of a current CV:

Qualifications and training and/or attach copy of a current CV:

continued overleaf…

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Voluntary work/interests:

Name of employer/training provider/college:

Address:

Postcode:

Telephone number (work): Fax number:

Email address:

Type of business, if employer:

Number of staff:

Structure of organisation (including chart or diagram if available):

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Example form 3 — Contents checklist

SVQ title:

Candidate:

Completed? Page/section number

Title page for the portfolio

Personal profile

your own personal details

a brief CV or career profile

description of your job

information about your employer/training provider/college

Summary of the units

Completed units

signed by yourself, your assessor and the internal verifier (where relevant)

reference numbers included

unit assessment plans

Unit progress records

Index of evidence (with cross-referencing information completed)

Evidence (with reference numbers)

observation records

details of witnesses (witness testimony sheets)

personal statements

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Example form 4 — Index of evidence

SVQ title and level:

Candidate:

Units/elements evidence links to (give specific numbers, eg 5.2.1)

Evidence number

Description of evidence Included in portfolio (Yes/No) If No, state location

Internal verifier signature and date of sampling

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Example form 5 — Unit assessment plan

SVQ title:

Unit:

Candidate: Assessor:

Normal working activities performed

TYPICAL EVIDENCE

WORK AREA EXPECTED COMPLETION DATE

LINKS TO OTHER UNITS/ELEMENTS

ELEMENT:

ELEMENT:

ELEMENT:

Activities needing to be performed

ELEMENT:

ELEMENT:

ELEMENT:

Additional comments

Assessor’s signature: Date:

Candidate’s signature: Date:

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Example form 6 — Unit sign-off record

SVQ title and level:

Candidate:

Assessor:

To achieve the whole qualification, you must prove competence in Xxx mandatory units and Xxx optional units.

Unit checklist: list here the units you will be undertaking, then circle the reference number of each unit as you complete it.

Mandatory

Optional

Mandatory units

Unit number Title Assessor’s signature

Date

continued overleaf…

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Optional units

Unit number Title Assessor’s signature

Date

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Example form 7 — Work Log

SVQ title and level:

Unit/element(s):

Candidate:

Purpose of statement:

Evidence index number:

Date Evidence index number

Details of statement Links to other evidence (enter numbers)

Units, elements and PCs covered

Candidate’s signature: Date:

Assessor’s signature: Date:

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Example form 8 — Observation record

SVQ title and level:

Unit/element(s):

Candidate: Date of observation:

Evidence index number:

Skills/activities observed: PCs and range covered:

Knowledge and understanding apparent from this observation:

Other units/elements to which this evidence may contribute:

Assessor comments and feedback to candidate:

I can confirm the candidate’s performance was satisfactory.

Assessor’s signature: Date:

Candidate’s signature: Date:

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Example form 9 — Witness testimony

SVQ title and level:

Candidate name:

Evidence index number:

Where applicable, evidence number to which this testimony relates:

Unit:

Element(s):

Range:

Date of evidence:

Witness name:

Relationship to candidate:

Details of testimony:

I can confirm the candidate’s evidence is authentic and accurate.

Witness signature:

Name: Date:

Contact telephone number:

Please tick () the appropriate box.

QUALIFIED AS AN ASSESSOR FOR WORKPLACE PERFORMANCE

FAMILIAR WITH THE SVQ STANDARDS TO WHICH THE CANDIDATE IS WORKING

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Example form 10 — Expert witness evidence record

SVQ title and level:

Candidate name:

Evidence index number:

Where applicable, evidence number to which this testimony relates:

Unit:

Element(s):

Date of evidence:

Expert witness name:

Relationship to candidate:

Details of testimony:

I can confirm the candidate’s evidence is authentic and accurate.

Expert witness signature:

Name: Date:

Contact telephone number:

Please tick () the appropriate box.

QUALIFIED AS AN ASSESSOR FOR WORKPLACE PERFORMANCE

RELEVANT PROFESSIONAL WORK ROLE THAT INVOLVES EVALUATING EVERYDAY STAFF PRACTICE

CURRENT EXPERTISE

FAMILIAR WITH THE SVQ STANDARDS TO WHICH THE CANDIDATE IS WORKING

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Example form 11 — Record of questions and candidate’s answers

SVQ title and level:

Candidate name:

Unit: Element(s):

Evidence index number:

Circumstances of assessment:

List of questions and candidate’s responses:

Q:

A:

Q:

A:

Assessor’s signature: Date:

Candidate’s signature: Date:

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Section 3: Logbook

Page number

Mandatory units 31

Unit 1: Manage your own resources 33

Unit 2: Develop productive working relationships with colleagues 45

Unit 3: Allocate and check work in your team 59

Unit 4: Ensure your own actions reduce risks to health and safety 73

Optional units 91

Unit 5: Provide leadership for your team 93

Unit 6: Encourage innovation in your team 105

Unit 7: Help team members address problems affecting their performance 119

Unit 8: Participate in meetings 133

Unit 9: Initiate and follow disciplinary procedure 147

Unit 10: Initiate and follow grievance procedure 161

Unit 11: Resolve customer service problems 173

Unit 12: Monitor and solve customer service problems 187

Unit 13: Support customer service improvements 201

Unit 14 Work with others to improve customer service 215

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Mandatory units

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Unit 1: Manage your own resources Unit code: A1

Unit credit: 7

Unit level: 6

Introduction

What this unit is about

This unit is mainly about making sure you have the personal resources (particularly knowledge, understanding, skills and time) to undertake your work role, and reviewing your performance against agreed objectives. It also covers identifying and undertaking where gaps have been identified.

Who is the unit for?

The unit is recommended for team leaders.

Links to other units

This unit is linked to unit A2: Manage your own resources and professional development in the overall suite of National Occupational Standards for Management and Leadership.

Skills

Listed below are the main generic ‘skills’ that need to be applied in managing your own resources. These skills are explicit/implicit in the detailed content of the unit and are listed here as additional information.

Setting objectives

Communicating

Planning

Time management

Evaluating

Reviewing

Learning

Obtaining feedback

Self-assessment

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wor

k ro

le inc

ludi

ng t

he lim

its

of y

our

resp

onsi

biliti

es.

2 Yo

ur a

gree

d pe

rson

al w

ork

obje

ctiv

es.

3 The

rep

orti

ng lin

es in

your

org

anis

atio

n.

4 Yo

ur c

urre

nt k

now

ledg

e, u

nder

stan

ding

and

ski

lls.

5 Id

enti

fied

gap

s in

you

r cu

rren

t kn

owle

dge,

und

erst

andi

ng a

nd s

kills.

6 Yo

ur p

erso

nal de

velo

pmen

t pl

an.

7 Yo

ur o

rgan

isat

ion’

s po

licy

and

pro

cedu

res

in t

erm

s of

per

sona

l de

velo

pmen

t.

8 Ava

ilab

le d

evel

opm

ent

oppo

rtun

itie

s an

d re

sour

ces

in y

our

orga

nisa

tion

.

9 Po

ssib

le s

ourc

es o

f fe

edba

ck in

your

org

anis

atio

n.

Page 38: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

36

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 39: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

37

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

____

__

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 40: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

38

Unit

1 (

A1):

Man

age

your

own r

esou

rces

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Id

enti

fy a

nd a

gree

the

req

uire

men

ts o

f yo

ur w

ork

role

w

ith

thos

e yo

u re

port

to.

2 D

iscu

ss a

nd a

gree

per

sona

l w

ork

obje

ctiv

es w

ith

thos

e yo

u re

port

to

and

how

you

will m

easu

re

prog

ress

.

3 Id

enti

fy a

ny g

aps

betw

een

the

requ

irem

ents

of

your

w

ork

role

and

you

r cu

rren

t kn

owle

dge,

und

erst

andi

ng

and

skill

s.

4 D

iscu

ss a

nd a

gree

, w

ith

thos

e yo

u re

port

to,

a

deve

lopm

ent

plan

to

addr

ess

any

iden

tifi

ed g

aps

in

your

cur

rent

kno

wle

dge,

und

erst

andi

ng a

nd s

kills.

5 U

nder

take

the

act

ivit

ies

iden

tifi

ed in

your

de

velo

pmen

t pl

an a

nd d

iscu

ss,

wit

h th

ose

you

repo

rt

to,

how

the

y ha

ve c

ontr

ibut

ed t

o yo

ur p

erfo

rman

ce.

6 G

et r

egul

ar a

nd u

sefu

l fe

edba

ck o

n yo

ur p

erfo

rman

ce

from

tho

se w

ho a

re in

a go

od p

osit

ion

to j

udge

it

and

prov

ide

you

wit

h ob

ject

ive

and

valid

feed

back

.

Page 41: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

39

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

7 D

iscu

ss a

nd a

gree

, w

ith

thos

e yo

u re

port

to,

any

cha

nges

to

you

r pe

rson

al w

ork

obje

ctiv

es a

nd d

evel

opm

ent

plan

in

the

lig

ht o

f pe

rfor

man

ce,

feed

back

rec

eive

d, a

ny

deve

lopm

ent

acti

viti

es u

nder

take

n an

d an

y w

ider

ch

ange

s.

8 Che

ck,

on a

reg

ular

bas

is,

how

you

are

usi

ng y

our

tim

e at

w

ork

and

iden

tify

pos

sibl

e im

prov

emen

ts.

9 En

sure

tha

t yo

ur p

erfo

rman

ce c

onsi

sten

tly

mee

ts o

r go

es

beyo

nd a

gree

d re

quir

emen

ts.

Page 42: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

40

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 43: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

41

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 44: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

42

Unit

1 (

A1):

M

anag

e yo

ur

own r

esou

rces

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u re

cogn

ise

chan

ges

in c

ircu

mst

ance

s pr

ompt

ly a

nd a

djus

t pl

ans

and

acti

viti

es

acco

rdin

gly.

2 Yo

u pr

iori

tise

obj

ecti

ves

and

plan

wor

k to

m

ake

best

use

of

tim

e an

d re

sour

ces.

3 Yo

u ta

ke p

erso

nal re

spon

sibi

lity

for

mak

ing

thin

gs h

appe

n.

4 Yo

u ta

ke p

ride

in

delive

ring

hig

h qu

alit

y w

ork.

5 Yo

u ag

ree

achi

evab

le o

bjec

tive

s fo

r yo

urse

lf

and

give

a c

onsi

sten

t an

d re

liab

le

perf

orm

ance

.

6 Yo

u fi

nd p

ract

ical

way

s to

ove

rcom

e ba

rrie

rs.

7 Yo

u m

ake

best

use

of

avai

labl

e re

sour

ces

and

seek

new

sou

rces

of

supp

ort

whe

n ne

cess

ary.

Page 45: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

43

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 46: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

44

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 47: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

45

Unit 2: Develop productive working relationships with colleagues

Unit code: D1

Unit credit: 9

Unit level: 6

Introduction

What this unit is about

This unit is about developing working relationships with colleagues, within your own organisation and within other organisations, that are productive in terms of supporting and delivering your work and that of the overall organisation.

‘Colleagues’ are any people you are expected to work with, whether they are at a similar position or in other positions, including your manager.

Who is the unit for?

The unit is recommended for team leaders and first line managers.

Links to other units

This unit is linked to all other units in the overall suite of National Occupational Standards for Management and Leadership where developing productive relationships with colleagues may be required.

Skills

Listed below are the main generic ‘skills’ that need to be applied in developing productive working relationships with colleagues. These skills are explicit/implicit in the detailed content of the unit and are listed here as additional information.

Communicating

Managing conflict

Empathising

Networking

Information management

Leading by example

Valuing and supporting others

Involving others

Providing feedback

Obtaining feedback

Stress management

Prioritising

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

ben

efit

s of

dev

elop

ing

prod

ucti

ve w

orki

ng r

elat

ions

hips

wit

h co

llea

gues

.

2 The

im

port

ance

of

crea

ting

an

envi

ronm

ent

of t

rust

and

mut

ual re

spec

t w

here

you

hav

e no

au

thor

ity,

or

shar

ed a

utho

rity

, ov

er t

hose

you

are

wor

king

wit

h.

3 The

im

port

ance

of

unde

rsta

ndin

g di

ffic

ult

situ

atio

ns a

nd iss

ues

from

you

r co

llea

gue’

s pe

rspe

ctiv

e an

d pr

ovid

ing

supp

ort,

whe

re n

eces

sary

, to

mov

e th

ings

for

war

d.

4 Pr

inci

ples

of

effe

ctiv

e co

mm

unic

atio

n an

d ho

w t

o ap

ply

them

in

orde

r to

com

mun

icat

e ef

fect

ivel

y w

ith

collea

gues

.

5 H

ow t

o id

enti

fy d

isag

reem

ents

wit

h co

llea

gues

and

the

tec

hniq

ues

for

sort

ing

them

out

.

6 H

ow t

o id

enti

fy c

onfl

icts

of

inte

rest

wit

h co

llea

gues

and

the

mea

sure

s th

at c

an b

e us

ed t

o m

anag

e or

rem

ove

them

.

7 H

ow t

o ta

ke a

ccou

nt o

f di

vers

ity

and

incl

usio

n is

sues

whe

n de

velo

ping

wor

king

rel

atio

nshi

ps w

ith

collea

gues

.

8 The

im

port

ance

of

exch

angi

ng inf

orm

atio

n an

d re

sour

ces

wit

h co

llea

gues

.

9 H

ow t

o ge

t an

d m

ake

use

of f

eedb

ack

on y

our

perf

orm

ance

fro

m c

olle

ague

s.

10

How

to

prov

ide

collea

gues

wit

h us

eful

fee

dbac

k on

the

ir p

erfo

rman

ce.

Page 49: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

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Ind

ust

ry/

sect

or

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 Reg

ulat

ions

and

cod

es o

f pr

acti

ce t

hat

appl

y in

the

ind

ustr

y or

sec

tor.

2 St

anda

rds

of b

ehav

iour

and

per

form

ance

in

the

indu

stry

or

sect

or.

3 W

orki

ng c

ultu

re o

f th

e in

dust

ry o

r se

ctor

.

Co

nte

xt

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 Cur

rent

and

fut

ure

wor

k be

ing

carr

ied

out.

2 Col

leag

ues

who

are

rel

evan

t to

the

wor

k be

ing

carr

ied

out,

the

ir w

ork

role

s an

d re

spon

sibi

litie

s.

3 Pr

oces

ses

wit

hin

the

orga

nisa

tion

for

mak

ing

deci

sion

s.

4 Li

ne m

anag

emen

t re

spon

sibi

litie

s an

d re

lati

onsh

ips

wit

hin

the

orga

nisa

tion

.

5 The

org

anis

atio

n’s

valu

es a

nd c

ultu

re.

6 Po

wer

, in

flue

nce

and

politi

cs w

ithi

n th

e or

gani

sati

on.

7 St

anda

rds

of b

ehav

iour

and

per

form

ance

exp

ecte

d in

the

org

anis

atio

n.

8 In

form

atio

n an

d re

sour

ces

that

dif

fere

nt c

olle

ague

s m

ight

nee

d.

9 Agr

eem

ents

wit

h co

llea

gues

.

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

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— J

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ry 2

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ears

on E

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ited

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Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 51: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

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ng a

t SC

QF

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l 5

Issu

e 1

— J

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ry 2

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ears

on E

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ited

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I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 52: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

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ry 2

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ited

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50

Unit

2 (

D1):

Dev

elop

pro

duct

ive

wor

king

rela

tion

ship

s w

ith c

olle

agues

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Es

tabl

ish

wor

king

rel

atio

nshi

ps w

ith

all co

llea

gues

w

ho a

re r

elev

ant

to t

he w

ork

bein

g ca

rrie

d ou

t.

2 Rec

ogni

se,

agre

e an

d re

spec

t th

e ro

les

and

resp

onsi

bilit

ies

of c

olle

ague

s an

d, p

arti

cula

rly

in

situ

atio

ns o

f m

atri

x m

anag

emen

t, t

heir

man

ager

s’

requ

irem

ents

.

3 U

nder

stan

d an

d ta

ke a

ccou

nt o

f th

e pr

iori

ties

, ex

pect

atio

ns a

nd a

utho

rity

of

collea

gues

in

deci

sion

s an

d ac

tion

s.

4 Cre

ate

an e

nvir

onm

ent

of t

rust

and

mut

ual re

spec

t w

here

you

hav

e no

aut

hori

ty,

or s

hare

d au

thor

ity,

ov

er t

hose

you

are

wor

king

wit

h.

5 U

nder

stan

d di

ffic

ult

situ

atio

ns a

nd iss

ues

from

you

r co

llea

gue’

s pe

rspe

ctiv

e an

d pr

ovid

e su

ppor

t, w

here

ne

cess

ary,

to

mov

e th

ings

for

war

d.

6 Fu

lfil a

gree

men

ts m

ade

wit

h co

llea

gues

and

let

the

m

know

.

Page 53: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

51

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

7 Adv

ise

collea

gues

pro

mpt

ly o

f an

y di

ffic

ulti

es o

r w

here

it

will be

im

poss

ible

to

fulf

il a

gree

men

ts.

8 Id

enti

fy a

nd s

ort

out

conf

lict

s of

int

eres

t an

d di

sagr

eem

ents

wit

h co

llea

gues

in

way

s th

at m

inim

ise

dam

age

to w

ork

bein

g ca

rrie

d ou

t.

9 Ex

chan

ge inf

orm

atio

n an

d re

sour

ces

wit

h co

llea

gues

to

mak

e su

re t

hat

all pa

rtie

s ca

n w

ork

effe

ctiv

ely.

10

Prov

ide

feed

back

to

collea

gues

on

thei

r pe

rfor

man

ce

and

seek

fee

dbac

k fr

om c

olle

ague

s on

you

r ow

n pe

rfor

man

ce in

orde

r to

ide

ntif

y ar

eas

for

impr

ovem

ent.

Page 54: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

52

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E

ASS

ESSM

ENT

ST

RA

TEG

Y

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 55: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

53

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

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QF

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54

Unit

2 (

D1):

Dev

elop

pro

duct

ive

wor

king

rela

tion

ship

s w

ith c

olle

agues

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u pr

esen

t in

form

atio

n cl

earl

y, c

onci

sely

, ac

cura

tely

and

in

way

s th

at p

rom

ote

unde

rsta

ndin

g.

2 Yo

u se

ek t

o un

ders

tand

peo

ple’

s ne

eds

and

mot

ivat

ions

.

3 Yo

u m

ake

tim

e av

aila

ble

to s

uppo

rt o

ther

s.

4 Yo

u cl

earl

y ag

ree

wha

t is

exp

ecte

d of

oth

ers

and

hold

the

m t

o ac

coun

t.

5 Yo

u w

ork

to d

evel

op a

n at

mos

pher

e of

pr

ofes

sion

alis

m a

nd m

utua

l su

ppor

t.

6 Yo

u m

odel

beh

avio

ur t

hat

show

s re

spec

t,

help

fuln

ess

and

co-o

pera

tion

.

Page 57: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

55

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

7 Yo

u ke

ep p

rom

ises

and

hon

our

com

mit

men

ts.

8 Yo

u co

nsid

er t

he im

pact

of

your

ow

n ac

tion

s on

oth

ers.

9 Yo

u sa

y no

to

unre

ason

able

req

uest

s.

10

You

show

res

pect

for

the

vie

ws

and

acti

ons

of o

ther

s.

Page 58: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

56

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E

ASS

ESSM

ENT

ST

RA

TEG

Y

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 59: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

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ears

on E

duca

tion

Lim

ited

201

2

57

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 60: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

58

Page 61: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

59

Unit 3: Allocate and check work in your team

Unit code: D5

Unit credit: 12

Unit level: 5

Introduction

What this unit is about

This unit is about ensuring that the work required of your team is effectively and fairly allocated amongst team members. It also involves checking on the progress and quality of the work of team members to ensure that the required level or standard or performance is being met.

Who is the unit for?

The unit is recommended for team leaders.

Links to other units

This unit is linked to units B5: Provide leadership for your team, D1: Develop productive working relationships with colleagues, D6: Allocate and monitor the progress and quality of work in your area of responsibility, D7: Provide learning opportunities for colleagues and D8: Help team members address problems affecting their performance in the overall suite of National Occupational Standards for Management and Leadership.

Skills

Listed below are the main generic ‘skills’ that need to be applied in allocating and checking work in your team. These skills are explicit/implicit in the detailed content of the unit and are listed here as additional information.

Communicating Providing feedback Planning Reviewing Motivating Valuing and supporting others Problem-solving Monitoring Decision-making Prioritising Team-building Managing conflict Information management Leadership Coaching Delegating Setting objectives Stress management

Page 62: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

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SVQ

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ng a

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QF

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l 5

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e 1

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ited

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 D

iffe

rent

way

s of

com

mun

icat

ing

effe

ctiv

ely

wit

h m

embe

rs o

f a

team

.

2 The

im

port

ance

of

conf

irm

ing/

clar

ifyi

ng t

he w

ork

requ

ired

of

the

team

wit

h yo

ur m

anag

er a

nd

how

to

do t

his

effe

ctiv

ely.

3 H

ow t

o pl

an t

he w

ork

of a

tea

m,

incl

udin

g ho

w t

o id

enti

fy a

ny p

rior

itie

s or

cri

tica

l ac

tivi

ties

and

th

e av

aila

ble

reso

urce

s.

4 H

ow t

o id

enti

fy s

usta

inab

le r

esou

rces

and

ens

ure

thei

r ef

fect

ive

use

whe

n pl

anni

ng t

he w

ork

of a

te

am.

5 H

ow t

o id

enti

fy a

nd t

ake

due

acco

unt

of h

ealt

h an

d sa

fety

iss

ues

in t

he p

lann

ing,

alloc

atio

n an

d ch

ecki

ng o

f w

ork.

6 W

hy it

is im

port

ant

to a

lloc

ate

wor

k ac

ross

the

tea

m o

n a

fair

bas

is a

nd h

ow t

o do

so.

7 W

hy it

is im

port

ant

to b

rief

tea

m m

embe

rs o

n th

e w

ork

they

hav

e be

en a

lloc

ated

and

the

sta

ndar

d or

lev

el o

f ex

pect

ed p

erfo

rman

ce a

nd h

ow t

o do

so.

8 The

val

ues,

eth

ics,

bel

iefs

, fa

ith,

cul

tura

l co

nven

tion

s, p

erce

ptio

ns a

nd e

xpec

tati

ons

of a

ny t

eam

m

embe

rs f

rom

a d

iffe

rent

cou

ntry

or

cult

ure

and

how

you

r ow

n va

lues

, et

hics

, be

lief

s, f

aith

, cu

ltur

al c

onve

ntio

ns,

perc

epti

ons,

exp

ecta

tion

s, u

se o

f la

ngua

ge,

tone

of

voic

e an

d bo

dy lan

guag

e m

ay a

ppea

r to

the

m.

9 W

ays

of e

ncou

ragi

ng t

eam

mem

bers

to

ask

ques

tion

s an

d/or

see

k cl

arif

icat

ion

and

mak

e su

gges

tion

s in

rel

atio

n to

the

wor

k w

hich

the

y ha

ve b

een

allo

cate

d.

10

Effe

ctiv

e w

ays

of r

egul

arly

and

fai

rly

chec

king

the

pro

gres

s an

d qu

alit

y of

the

wor

k of

tea

m

mem

bers

.

Page 63: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

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on E

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tion

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ited

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Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

11

How

to

prov

ide

prom

pt a

nd c

onst

ruct

ive

feed

back

to

team

mem

bers

.

12

How

to

sele

ct a

nd a

pply

a lim

ited

ran

ge o

f di

ffer

ent

met

hods

for

mot

ivat

ing,

sup

port

ing

and

enco

urag

ing

team

mem

bers

to

com

plet

e th

e w

ork

they

hav

e be

en a

lloc

ated

and

im

prov

e th

eir

perf

orm

ance

, an

d fo

r re

cogn

isin

g th

eir

achi

evem

ents

.

13

The

add

itio

nal su

ppor

t an

d/or

res

ourc

es w

hich

tea

m m

embe

rs m

ight

req

uire

to

help

the

m

com

plet

e th

eir

wor

k an

d ho

w t

o as

sist

in

prov

idin

g th

is.

Ind

ust

ry/

sect

or

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 In

dust

ry/s

ecto

r sp

ecif

ic leg

isla

tion

, re

gula

tion

s, g

uide

line

s, c

odes

of

prac

tice

rel

atin

g to

car

ryin

g ou

t w

ork.

2 In

dust

ry/s

ecto

r re

quir

emen

ts f

or t

he d

evel

opm

ent

or m

aint

enan

ce o

f kn

owle

dge,

und

erst

andi

ng

and

skill

s.

Co

nte

xt

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

mem

bers

, pu

rpos

e an

d ob

ject

ives

of

your

tea

m.

2 The

wor

k re

quir

ed o

f yo

ur t

eam

.

3 The

ava

ilab

le r

esou

rces

for

und

erta

king

the

req

uire

d w

ork.

4 Th

e or

gani

sation

’s w

ritt

en h

ealt

h an

d sa

fety

pol

icy

stat

emen

t an

d as

soci

ated

info

rmat

ion

and

requ

irem

ents

.

5 Yo

ur t

eam

’s p

lan

for

unde

rtak

ing

the

requ

ired

wor

k.

6 The

ski

lls,

kno

wle

dge

and

unde

rsta

ndin

g, e

xper

ienc

e an

d w

orkl

oads

of

team

mem

bers

.

7 Yo

ur o

rgan

isat

ion’

s po

licy

and

pro

cedu

res

in t

erm

s of

per

sona

l de

velo

pmen

t.

8 Rep

orti

ng lin

es in

the

orga

nisa

tion

and

the

lim

its

of y

our

auth

orit

y.

9 O

rgan

isat

iona

l st

anda

rds

or lev

els

of e

xpec

ted

perf

orm

ance

.

10

Org

anis

atio

nal po

lici

es a

nd p

roce

dure

s fo

r de

alin

g w

ith

poor

per

form

ance

.

11

Org

anis

atio

nal gr

ieva

nce

and

disc

iplina

ry p

olic

ies

and

proc

edur

es.

12

Org

anis

atio

nal pe

rfor

man

ce a

ppra

isal

sys

tem

s.

Page 64: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

62

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 65: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

63

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 66: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

64

Unit

3 (

D5):

Alloc

ate

and c

hec

k w

ork

in y

our

team

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Con

firm

the

wor

k re

quir

ed o

f th

e te

am w

ith

your

m

anag

er a

nd s

eek

clar

ific

atio

n, w

here

nec

essa

ry,

on a

ny

outs

tand

ing

poin

ts a

nd iss

ues.

2 Pl

an h

ow t

he t

eam

will

unde

rtak

e it

s w

ork,

ide

ntif

ying

an

y pr

iori

ties

or

crit

ical

act

ivit

ies

and

mak

ing

best

use

of

the

avai

labl

e re

sour

ces.

3 Alloc

ate

wor

k to

tea

m m

embe

rs o

n a

fair

bas

is t

akin

g ac

coun

t of

the

ir s

kills,

kno

wle

dge

and

unde

rsta

ndin

g,

expe

rien

ce a

nd w

orkl

oads

and

the

opp

ortu

nity

for

de

velo

pmen

t.

4 Br

ief

team

mem

bers

on

the

wor

k th

ey h

ave

been

al

loca

ted

and

the

stan

dard

or

leve

l of

exp

ecte

d pe

rfor

man

ce.

5 Rec

ogni

se a

nd s

eek

to f

ind

out

abou

t di

ffer

ence

s in

ex

pect

atio

ns a

nd w

orki

ng m

etho

ds o

f an

y te

am m

embe

rs

from

a d

iffe

rent

cou

ntry

or

cult

ure

and

prom

ote

way

s of

w

orki

ng t

hat

take

acc

ount

of

thei

r ex

pect

atio

ns a

nd

max

imis

e pr

oduc

tivi

ty.

Page 67: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

65

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

6 En

cour

age

team

mem

bers

to

ask

ques

tion

s, m

ake

sugg

esti

ons

and

seek

cla

rifi

cati

on in

rela

tion

to

the

wor

k th

ey h

ave

been

alloc

ated

.

7 Che

ck t

he p

rogr

ess

and

qual

ity

of t

he w

ork

of t

eam

m

embe

rs o

n a

regu

lar

and

fair

bas

is a

gain

st t

he

stan

dard

or

leve

l of

exp

ecte

d pe

rfor

man

ce a

nd p

rovi

de

prom

pt a

nd c

onst

ruct

ive

feed

back

.

8 Su

ppor

t te

am m

embe

rs in

iden

tify

ing

and

deal

ing

wit

h pr

oble

ms

and

unfo

rese

en e

vent

s.

9 M

otiv

ate

team

mem

bers

to

com

plet

e th

e w

ork

they

ha

ve b

een

allo

cate

d an

d pr

ovid

e, w

here

req

uest

ed a

nd

whe

re p

ossi

ble,

any

add

itio

nal su

ppor

t an

d/or

re

sour

ces

to h

elp

com

plet

ion.

10

Mon

itor

the

tea

m f

or c

onfl

ict,

ide

ntif

ying

the

cau

se(s

) w

hen

it o

ccur

s an

d de

alin

g w

ith

it p

rom

ptly

and

ef

fect

ivel

y.

11

Iden

tify

una

ccep

tabl

e or

poo

r pe

rfor

man

ce,

disc

uss

the

caus

e(s)

and

agr

ee w

ays

of im

prov

ing

perf

orm

ance

wit

h te

am m

embe

rs.

12

Rec

ogni

se s

ucce

ssfu

l co

mpl

etio

n of

sig

nifi

cant

pie

ces

of

wor

k or

wor

k ac

tivi

ties

by

team

mem

bers

and

the

ov

eral

l te

am a

nd a

dvis

e yo

ur m

anag

er.

13

Use

inf

orm

atio

n co

llec

ted

on t

he p

erfo

rman

ce o

f te

am

mem

bers

in

any

form

al a

ppra

isal

of

perf

orm

ance

.

Page 68: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

66

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 69: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

67

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 70: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

68

Unit

3 (

D5):

Alloc

ate

and c

hec

k w

ork

in y

our

team

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u m

ake

tim

e av

aila

ble

to s

uppo

rt o

ther

s.

2 Yo

u cl

earl

y ag

ree

wha

t is

exp

ecte

d of

oth

ers

and

hold

the

m t

o ac

coun

t.

3 Yo

u pr

iori

tise

obj

ecti

ves

and

plan

wor

k to

m

ake

best

use

of

tim

e an

d re

sour

ces.

4 Yo

u st

ate

your

ow

n po

siti

on a

nd v

iew

s cl

earl

y an

d co

nfid

entl

y in

con

flic

t si

tuat

ions

.

5 Yo

u sh

ow int

egri

ty,

fair

ness

and

con

sist

ency

in

dec

isio

n-m

akin

g.

6 Yo

u se

ek t

o un

ders

tand

peo

ple’

s ne

eds

and

mot

ivat

ions

.

7 Yo

u ta

ke p

ride

in

delive

ring

hig

h qu

alit

y w

ork.

8 Yo

u ta

ke p

erso

nal re

spon

sibi

lity

for

mak

ing

thin

gs h

appe

n.

Page 71: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

69

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

9 Yo

u en

cour

age

and

supp

ort

othe

rs t

o m

ake

the

best

use

of

thei

r ab

ilit

ies.

10

You

are

vigi

lant

for

pos

sibl

e ri

sks

and

haza

rds.

Page 72: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

70

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 73: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

71

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 74: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

72

Page 75: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

73

Unit 4: Ensure your own actions reduce risks to health and safety

Unit code: E5

Unit credit: 4

Unit level: 5

Introduction

This unit is for people with a role which involves:

reviewing the workplace, activities and organisation to identify and evaluate the health and safety hazards to employees, other people who may be affected, and physical resources

assessing the nature and extent of the hazards of the workplace, activities and organisation to determine the health and safety risks to employees, other people who may be affected, and physical resources

determining relevant risk control measures and safe systems of work prioritising risks

prioritising risks

implementing risk control measures

making sure that the risk control measures meet health and safety statutory requirements and industry best practice

Page 76: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

74

What some of the words in this unit mean

Control(s) The means by which the risks identified are eliminated or reduced to acceptable levels.

Employer Wherever/whoever has responsibility for the workplace/work activity.

Hazard*

A hazard is something with the potential to cause harm (this can include articles, substances, plant or machines, methods of work, the working environment and other aspects of work management).

* Definition taken from: HSE ‘Management of health and safety at work – Approved Code of Practice & Guidance’. Reference L21 (ISBN 0-7176-2488-9)

Learner

Any person in a workplace environment and undertaking learning, including those following a vocational or academic course.

Legislation

The Health and Safety at Work Act 1974 is the main piece of legislation under which nearly all the other regulations are made. It is for this reason that only this piece of legislation is specifically referred to in this Unit.

There is an array of health and safety regulations and codes of practice which affect people at work. There are regulations for those who, for example, work with electricity, or work on construction projects, as well as regulations covering noise at work, manual handling, working with VDUs, or dealing with substances hazardous to health, etc. The specific requirements for all or any of these can be obtained from HSE local offices.

Other people Refers to everyone covered by the Health and Safety at Work Act including: visitors, members of the public, colleagues, contractors, clients, customers, patients and students.

Personal presentation This includes personal hygiene, use of personal protective equipment, clothing and accessories suitable to the particular workplace.

Physical resources Property, equipment, plant and machinery, etc.

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SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

75

Risk* A risk is the likelihood of potential harm from that hazard being realised.

The extent of the risk depends on:

a. the likelihood of that harm occurring;

b. the potential severity of that harm, i.e. of any resultant injury or adverse health effect; and

c. the population which might be affected by the hazard, i.e. the number of people who might be exposed.

* Definition taken from: HSE ‘Management of health and safety at work – Approved Code of Practice & Guidance’. Reference L21 (ISBN 0-7176-2488-9)

Resources This includes: information, documentation, time, control measures, equipment and support (including specialist assistance).

Manager/Supervisor One who controls and or directs the work of others.

Workplace The single or multiple areas in which you carry out your work

Workplace Instructions/Policies & Procedures

An organisation’s instructions, method statements, safe systems of work, guidelines and processes on how to behave and perform tasks in the workplace.

Policies A statement which directs the present and future decisions of an organisation.

It is intended to influence and determine decisions, actions, and other matters.

Typically, a policy designates a required process or procedure within an organisation.

They are often initiated because of some external requirement.

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SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

76

Procedures A series of steps following in a regular definite order that implements a policy.

A series of steps or instructions, describing a way of doing things.

A series of steps to be performed in a regular definite order under specified conditions.

Documented processes that are used when work affects more than one function or department of an organisation.

A series of clearly defined steps (and decisions) that explains or describes how one goes about completing a task.

This includes the documentation prepared by the employer about the procedures to be followed for health, safety and welfare matters.

This may be the employer’s safety policy, general health and safety statements and written safety procedures covering aspects of the workplace that should be drawn to the attention of employees and that of everyone covered by the Health and Safety at Work etc. Act 1974 (visitors, members of the public, colleagues, contractors, clients, customers, patients, students).

Instructions covering, for example:

a. the use of safe working methods and equipment

b. the safe use of hazardous substances

c. smoking, eating, drinking and drugs

d. what to do in the event of an emergency

e. personal presentation.

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Th

e n

atu

re a

nd

ro

le o

f th

e i

den

tifi

cati

on

of

healt

h a

nd

safe

ty

haza

rds

wit

hin

th

e

org

an

isati

on

1 H

ealt

h an

d sa

fety

haz

ards

.

2 Ris

k as

sess

men

t te

chni

ques

.

3 Ph

ysic

al r

esou

rces

.

4 In

stru

men

ts a

nd s

urve

y te

chni

ques

whi

ch m

ay b

e us

ed t

o de

term

ine

the

expo

sure

of

peop

le w

ho

may

be

affe

cted

.

Pri

nci

ple

s an

d c

on

cep

ts

1 The

ana

lysi

s te

chni

ques

sui

tabl

e fo

r de

term

inin

g ri

sks.

Exte

rnal

fact

ors

in

flu

en

cin

g t

he i

den

tifi

cati

on

of

healt

h a

nd

safe

ty h

aza

rds

1 H

ealt

h an

d sa

fety

sta

tuto

ry r

equi

rem

ents

.

2 Tol

erab

ilit

y/ac

cept

abilit

y of

ris

k.

3 Q

uality

man

agem

ent

requ

irem

ents

for

doc

umen

tati

on.

Th

e n

atu

re

an

d r

ole

of

healt

h a

nd

safe

ty r

isk c

on

tro

l m

easu

res

wit

hin

th

e

org

an

isati

on

1 Ris

k co

ntro

l m

easu

res,

inc

ludi

ng s

afe

syst

ems

of w

ork.

Exte

rnal

fact

ors

in

flu

en

cin

g h

ealt

h a

nd

safe

ty r

isk c

on

tro

l m

eth

od

s

1 Ris

k co

ntro

l hi

erar

chie

s.

2 The

ris

k co

ntro

l m

easu

res

requ

ired

by

heal

th a

nd s

afet

y le

gisl

atio

n an

d in

dust

ry b

est

prac

tice

.

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Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

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= E

VID

ENC

E O

F R

ECO

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NIN

G

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79

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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ited

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80

Elem

ent

1:

Iden

tify

and e

valu

ate

haz

ards

to h

ealt

h a

nd s

afet

y

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 In

spec

t th

e w

orkp

lace

to

iden

tify

and

eva

luat

e th

e ha

zard

s to

the

saf

ety

of t

he e

mpl

oyee

s, o

ther

peo

ple

who

may

be

affe

cted

, an

d ph

ysic

al r

esou

rces

.

2 O

bser

ve w

ork

acti

viti

es t

o id

enti

fy a

nd e

valu

ate

the

haza

rds

to t

he s

afet

y of

the

em

ploy

ees,

oth

er p

eopl

e w

ho m

ay b

e af

fect

ed,

and

phys

ical

res

ourc

es.

3 Ex

amin

e pr

opos

ed a

nd n

ew w

orkp

lace

s, e

quip

men

t,

proc

esse

s or

act

ivit

ies

in o

rder

to

iden

tify

and

eva

luat

e th

e ha

zard

s to

the

saf

ety

of t

he e

mpl

oyee

s, o

ther

pe

ople

who

may

be

affe

cted

and

phy

sica

l re

sour

ces.

4 In

spec

t th

e w

orkp

lace

to

iden

tify

and

eva

luat

e th

e ha

zard

s to

the

hea

lth

of t

he e

mpl

oyee

s an

d ot

her

peop

le

who

may

be

affe

cted

.

5 O

bser

ve w

ork

acti

viti

es t

o id

enti

fy a

nd e

valu

ate

the

haza

rds

to t

he h

ealt

h of

the

em

ploy

ees

and

othe

r pe

ople

w

ho m

ay b

e af

fect

ed.

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ited

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Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

6 Ex

amin

e pr

opos

ed a

nd n

ew w

orkp

lace

s, e

quip

men

t,

proc

esse

s an

d ac

tivi

ties

in

orde

r to

ide

ntif

y an

d ev

alua

te t

he h

azar

ds t

o th

e he

alth

of

the

empl

oyee

s an

d ot

her

peop

le w

ho m

ay b

e af

fect

ed.

7 Se

lect

and

use

app

ropr

iate

mea

suri

ng e

quip

men

t.

8 Ke

ep a

ppro

pria

te r

ecor

ds o

f th

e ha

zard

s.

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duca

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ited

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Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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dida

te L

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ok —

SVQ

2 in

Tea

m L

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e 1

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ry 2

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83

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

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l 5

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e 1

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ry 2

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ears

on E

duca

tion

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ited

201

2

84

Elem

ent

2:

Det

erm

ine

safe

ty a

nd h

ealt

h r

isks

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 D

eter

min

e ri

sks

to s

afet

y in

the

wor

kpla

ce t

o em

ploy

ees,

ot

her

peop

le w

ho m

ay b

e af

fect

ed,

and

phys

ical

re

sour

ces.

2 D

eter

min

e ri

sks

to h

ealt

h in

the

wor

kpla

ce t

o em

ploy

ees

and

othe

r pe

ople

who

may

be

affe

cted

, ta

king

int

o ac

coun

t ex

isti

ng c

ontr

ol m

easu

res,

the

pop

ulat

ion

at

risk

, th

e na

ture

of

the

harm

and

the

lik

elih

ood

of t

he

occu

rren

ce.

3 Se

lect

and

use

sui

tabl

e te

chni

ques

to

dete

rmin

e an

d an

alys

e ri

sks.

4 D

ecid

e th

e to

lera

bility

and

/or

acce

ptab

ilit

y of

ris

k.

5 Se

lect

and

use

app

ropr

iate

ins

trum

ents

and

sur

vey

tech

niqu

es t

o de

term

ine

the

expo

sure

of

empl

oyee

s an

d ot

her

peop

le w

ho m

ay b

e af

fect

ed.

6 Ke

ep a

ppro

pria

te r

ecor

ds o

f th

e ri

sks.

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

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ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

85

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

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l 5

Issu

e 1

— J

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ry 2

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ears

on E

duca

tion

Lim

ited

201

2

86

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

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Issu

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87

Elem

ent

3:

Det

erm

ine

and im

ple

men

t ri

sk c

ontr

ol m

easu

res

and s

afe

syst

ems

of w

ork

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Id

enti

fy a

nd e

valu

ate

the

exis

ting

ris

k co

ntro

l m

easu

res

and

curr

ent

syst

ems

of w

ork

in y

our

orga

nisa

tion

.

2 Rec

ogni

se y

our

own

lim

its

and,

whe

re n

eces

sary

, br

ing

in s

peci

alis

t or

oth

er a

ssis

tanc

e.

3 Id

enti

fy a

ny a

ddit

iona

l or

im

prov

ed r

isk

cont

rol

mea

sure

s th

at m

ay b

e ne

eded

in

your

org

anis

atio

n.

4 Id

enti

fy a

nd t

ake

into

con

side

rati

on t

he r

isk

cont

rol

mea

sure

s re

quir

ed b

y he

alth

and

saf

ety

stat

utor

y re

quir

emen

ts r

elev

ant

to y

our

orga

nisa

tion

and

in

dust

ry b

est

prac

tice

.

5 In

volv

e m

anag

ers,

em

ploy

ee r

epre

sent

ativ

es a

nd/o

r em

ploy

ees

in c

onsu

ltat

ion

abou

t th

e ri

sk c

ontr

ols.

6 Id

enti

fy t

he r

esou

rces

nee

ded,

and

cos

t- e

ffec

tive

ness

, of

the

ris

k co

ntro

l m

easu

res

need

ed.

Page 90: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

88

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

7 Ass

ist

in t

he im

plem

enta

tion

of

risk

con

trol

mea

sure

s in

you

r or

gani

sati

on.

8 M

ake

sure

tha

t al

l th

ose

peop

le a

ffec

ted

rece

ive

the

nece

ssar

y tr

aini

ng t

o ga

in t

he c

ompe

tenc

e re

quir

ed

for

the

impl

emen

tati

on o

f ri

sk c

ontr

ol m

easu

res.

9 Ke

ep a

ppro

pria

te r

ecor

ds o

f ri

sk c

ontr

ol m

easu

res.

Page 91: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

89

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

90

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

91

Optional units

Page 94: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

92

Page 95: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

93

Unit 5: Provide leadership for your team Unit code: B5

Unit credit: 9

Unit level: 7

Introduction

What this unit is about

This unit is about providing direction to the members of your team and motivating and supporting them to achieve the objectives of the team and their personal work objectives.

Who is the unit for?

The unit is recommended for team leaders.

Links to other units

This unit is linked to units B6: Provide leadership in your area of responsibility, C1: Encourage innovation in your team, D1: Develop productive working relationships with colleagues, D5: Allocate and check work in your team and D9: Build and manage teams in the overall suite of National Occupational Standards for Management and Leadership.

Skills

Listed below are the main generic ‘skills’ that need to be applied in providing leadership for your team. These skills are explicit/implicit in the detailed content of the unit and are listed here as additional information.

Communicating

Planning

Team-building

Leading by example

Providing feedback

Setting objectives

Motivating

Consulting

Problem-solving

Valuing and supporting others

Monitoring

Managing conflict

Decision-making

Following

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SVQ

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ited

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 D

iffe

rent

way

s of

com

mun

icat

ing

effe

ctiv

ely

wit

h m

embe

rs o

f a

team

.

2 H

ow t

o se

t ob

ject

ives

whi

ch a

re S

MART (

Spec

ific

, M

easu

rabl

e, A

chie

vabl

e, R

ealist

ic a

nd

Tim

e-bo

und)

.

3 H

ow t

o pl

an t

he a

chie

vem

ent

of t

eam

obj

ecti

ves

and

the

impo

rtan

ce o

f in

volv

ing

team

mem

bers

in

thi

s pr

oces

s.

4 The

im

port

ance

of

and

bein

g ab

le t

o sh

ow t

eam

mem

bers

how

per

sona

l w

ork

obje

ctiv

es c

ontr

ibut

e to

ach

ieve

men

t of

tea

m o

bjec

tive

s.

5 Tha

t di

ffer

ent

styl

es o

f le

ader

ship

exi

st.

6 H

ow t

o se

lect

and

suc

cess

fully

appl

y a

lim

ited

ran

ge o

f di

ffer

ent

met

hods

for

mot

ivat

ing,

su

ppor

ting

and

enc

oura

ging

tea

m m

embe

rs a

nd r

ecog

nisi

ng t

heir

ach

ieve

men

ts.

7 Typ

es o

f di

ffic

ulti

es a

nd c

hallen

ges

that

may

ari

se,

incl

udin

g co

nflict

, di

vers

ity

and

incl

usio

n is

sues

wit

hin

the

team

, an

d w

ays

of ide

ntif

ying

and

ove

rcom

ing

them

.

8 The

im

port

ance

of

enco

urag

ing

othe

rs t

o ta

ke t

he lea

d an

d w

ays

in w

hich

thi

s ca

n be

ach

ieve

d.

9 The

ben

efit

s of

and

how

to

enco

urag

e an

d re

cogn

ise

crea

tivi

ty a

nd inn

ovat

ion

wit

hin

a te

am.

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SVQ

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e 1

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ry 2

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on E

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Ind

ust

ry/

sect

or

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 Le

gal,

reg

ulat

ory

and

ethi

cal re

quir

emen

ts in

the

indu

stry

/sec

tor.

Co

nte

xt

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

mem

bers

, pu

rpos

e, o

bjec

tive

s an

d pl

ans

of y

our

team

.

2 The

per

sona

l w

ork

obje

ctiv

es o

f m

embe

rs o

f yo

ur t

eam

.

3 The

typ

es o

f su

ppor

t an

d ad

vice

tha

t te

am m

embe

rs a

re lik

ely

to n

eed

and

how

to

resp

ond

to

thes

e.

4 St

anda

rds

of p

erfo

rman

ce f

or t

he w

ork

of y

our

team

.

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2985

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

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ry 2

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ears

on E

duca

tion

Lim

ited

201

2

96

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

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TIM

ON

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LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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ok —

SVQ

2 in

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I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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2985

9 —

Can

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te L

ogbo

ok —

SVQ

2 in

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Unit

5 (

B5):

Pro

vide

lead

ersh

ip f

or y

our

team

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Se

t ou

t an

d po

siti

vely

com

mun

icat

e th

e pu

rpos

e an

d ob

ject

ives

of

the

team

to

all m

embe

rs.

2 In

volv

e m

embe

rs in

plan

ning

how

the

tea

m w

ill

achi

eve

its

obje

ctiv

es.

3 En

sure

tha

t ea

ch m

embe

r of

the

tea

m h

as p

erso

nal

wor

k ob

ject

ives

and

und

erst

ands

how

ach

ievi

ng t

hese

w

ill co

ntri

bute

to

achi

evem

ent

of t

he t

eam

’s

obje

ctiv

es.

4 En

cour

age

and

supp

ort

team

mem

bers

to

achi

eve

thei

r pe

rson

al w

ork

obje

ctiv

es a

nd t

hose

of

the

team

an

d pr

ovid

e re

cogn

itio

n w

hen

obje

ctiv

es h

ave

been

ac

hiev

ed.

5 W

in,

thro

ugh

your

per

form

ance

, th

e tr

ust

and

supp

ort

of t

he t

eam

for

you

r le

ader

ship

.

6 St

eer

the

team

suc

cess

fully

thro

ugh

diff

icul

ties

and

ch

alle

nges

, in

clud

ing

conf

lict

, di

vers

ity

and

incl

usio

n is

sues

wit

hin

the

team

.

Page 101: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

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2985

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Can

dida

te L

ogbo

ok —

SVQ

2 in

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m L

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ng a

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Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

7 En

cour

age

and

reco

gnis

e cr

eati

vity

and

inn

ovat

ion

wit

hin

the

team

.

8 G

ive

team

mem

bers

sup

port

and

adv

ice

whe

n th

ey

need

it

espe

cial

ly d

urin

g pe

riod

s of

set

back

and

ch

ange

.

9 M

otiv

ate

team

mem

bers

to

pres

ent

thei

r ow

n id

eas

and

list

en t

o w

hat

they

say

.

10

Enco

urag

e te

am m

embe

rs t

o ta

ke t

he lea

d w

hen

they

hav

e th

e kn

owle

dge

and

expe

rtis

e an

d sh

ow

willing

ness

to

follow

thi

s le

ad.

11

Mon

itor

act

ivit

ies

and

prog

ress

acr

oss

the

team

w

itho

ut int

erfe

ring

.

Page 102: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

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2985

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Can

dida

te L

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SVQ

2 in

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Issu

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2

100

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

101

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 104: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

102

Unit

5 (

B5):

Pro

vide

lead

ersh

ip f

or y

our

team

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u cr

eate

a s

ense

of

com

mon

pur

pose

.

2 Yo

u ta

ke p

erso

nal re

spon

sibi

lity

for

mak

ing

thin

gs h

appe

n.

3 Yo

u en

cour

age

and

supp

ort

othe

rs t

o ta

ke

deci

sion

s au

tono

mou

sly.

4 Yo

u ac

t w

ithi

n th

e lim

its

of y

our

auth

orit

y.

5 Yo

u m

ake

tim

e av

aila

ble

to s

uppo

rt o

ther

s.

6 Yo

u sh

ow int

egri

ty,

fair

ness

and

co

nsis

tenc

y in

dec

isio

n-m

akin

g.

7 Yo

u se

ek t

o un

ders

tand

peo

ple’

s ne

eds

and

mot

ivat

ions

.

8 Yo

u m

odel

beh

avio

ur t

hat

show

s re

spec

t,

help

fuln

ess

and

co-o

pera

tion

.

Page 105: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

103

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

104

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 107: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

105

Unit 6: Encourage innovation in your team

Unit code: C1

Unit credit: 11

Unit level: 6

Introduction

What this unit is about

This unit is about encouraging and supporting the identification and practical implementation of ideas. The initial ideas will primarily come from members of your team, including yourself, and will focus on:

new products and/or services

improvements to existing products and/or services

improvements to existing practices, procedures, systems, ways of working, etc. within the team or those of the wider organisation or customers or suppliers.

Who is the unit for?

The unit is recommended for team leaders.

Links to other units

This unit is linked to units B5: Provide leadership for your team and C2: Encourage innovation in your area of responsibility in the overall suite of National Occupational Standards for Management and Leadership.

Skills

Listed below are the main generic ‘skills’ that need to be applied in encouraging innovation in your team. These skills are explicit/implicit in the detailed content of the unit and are listed here as additional information.

Communicating

Leadership

Team-building

Problem-solving

Motivating

Monitoring

Decision-making

Providing feedback

Learning

Valuing and supporting others

Risk management

Thinking creatively

Page 108: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

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dida

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

ben

efit

s of

inn

ovat

ion

to y

our

team

, th

e ov

eral

l or

gani

sati

on a

nd its

cus

tom

ers.

2 The

key

dif

fere

nces

bet

wee

n cr

eati

vity

and

inn

ovat

ion.

3 H

ow t

o m

ake

tim

e av

aila

ble

for

iden

tify

ing

and

deve

lopi

ng ide

as.

4 H

ow t

o m

otiv

ate

peop

le t

o ge

nera

te a

nd d

evel

op ide

as.

5 H

ow t

o pr

ovid

e co

nstr

ucti

ve f

eedb

ack

on ide

as t

o in

divi

dual

s.

6 The

im

port

ance

of

com

mun

icat

ion

in inn

ovat

ion

and

how

to

enco

urag

e co

mm

unic

atio

n ac

ross

you

r te

am.

7 The

pot

enti

al o

bsta

cles

to

crea

tivi

ty a

nd w

heth

er/h

ow t

hey

can

be r

emov

ed.

8 The

rea

sons

for

sel

ecti

ng ini

tial

ide

as f

or f

urth

er d

evel

opm

ent.

9 H

ow ini

tial

ide

as m

ight

be

furt

her

deve

lope

d an

d te

sted

.

10

How

to

reco

gnis

e an

d m

anag

e ri

sk in

inno

vati

on.

11

How

to

deve

lop

form

al p

ropo

sals

and

pla

ns f

or t

he p

ract

ical

im

plem

enta

tion

of

an ide

a an

d ho

w t

o su

ppor

t ot

hers

in

doin

g th

is.

12

How

to

deve

lop

crea

tivi

ty in

your

self

and

oth

ers.

Page 109: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

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m L

eadi

ng a

t SC

QF

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Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

13

The

res

ourc

es r

equi

red

for

crea

tivi

ty a

nd inn

ovat

ion,

par

ticu

larl

y ti

me.

14

How

to

iden

tify

sus

tain

able

res

ourc

es a

nd e

nsur

e th

eir

effe

ctiv

e us

e to

sup

port

cre

ativ

ity

and

inno

vati

on.

15

How

to

lear

n fr

om m

ista

kes.

16

How

to

reco

gnis

e th

e ac

hiev

emen

ts o

f th

e or

igin

ator

s/de

velo

pers

of

idea

s th

at h

ave

been

su

cces

sful

ly im

plem

ente

d.

Ind

ust

ry/

sect

or

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 Se

ctor

-spe

cifi

c le

gisl

atio

n, r

egul

atio

ns,

guid

elin

es a

nd c

odes

of

prac

tice

rel

atin

g to

equ

alit

y,

dive

rsit

y an

d in

clus

ion.

2 Eq

uality

, di

vers

ity

and

incl

usio

n is

sues

and

dev

elop

men

ts t

hat

are

part

icul

ar t

o th

e in

dust

ry o

r se

ctor

.

3

Info

rmat

ion

sour

ces

on e

qual

ity,

div

ersi

ty a

nd inc

lusi

on in

the

indu

stry

or

sect

or inc

ludi

ng t

hose

at

an int

erna

tion

al lev

el.

Page 110: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

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m L

eadi

ng a

t SC

QF

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l 5

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Co

nte

xt

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

ove

rall v

isio

n, v

alue

s, o

bjec

tive

s, p

lans

and

cul

ture

of

the

orga

nisa

tion

.

2 The

pla

nnin

g an

d de

cisi

on-m

akin

g pr

oces

ses

wit

hin

the

orga

nisa

tion

.

3 Yo

ur o

rgan

isat

ion’

s cu

rren

t an

d po

tent

ial cu

stom

ers

and

thei

r ne

eds.

4 The

div

ersi

ty o

f yo

ur o

rgan

isat

ion’

s w

orkf

orce

.

5 App

ropr

iate

com

para

tors

for

rev

iew

ing

the

dive

rsit

y of

you

r or

gani

sati

on’s

wor

kfor

ce.

6 O

ther

rel

evan

t pa

rtie

s w

ith

an int

eres

t in

equ

alit

y, d

iver

sity

and

inc

lusi

on in

your

org

anis

atio

n.

7 The

org

anis

atio

n’s

wri

tten

equ

alit

y, d

iver

sity

and

inc

lusi

on p

olic

y an

d ac

tion

pla

n an

d ho

w t

hey

are

com

mun

icat

ed t

o pe

ople

who

wor

k fo

r th

e or

gani

sati

on a

nd t

o ot

her

rele

vant

par

ties

.

8 M

echa

nism

s fo

r co

nsul

ting

wit

h pe

ople

who

wor

k fo

r th

e or

gani

sati

on o

r th

eir

repr

esen

tati

ves

on

equa

lity

, di

vers

ity

and

incl

usio

n is

sues

.

9 Em

ploy

men

t po

lici

es a

nd p

ract

ices

wit

hin

the

orga

nisa

tion

– inc

ludi

ng r

ecru

itm

ent,

sel

ecti

on,

indu

ctio

n, d

evel

opm

ent,

pro

mot

ion,

ret

enti

on,

redu

ndan

cy,

dism

issa

l, p

ay a

nd o

ther

ter

ms

and

cond

itio

ns.

10

Org

anis

atio

ns t

o be

nchm

ark

agai

nst

in t

erm

s of

the

ir a

ppro

ach

to p

rom

otin

g di

vers

ity

and

incl

usio

n.

11

Sour

ces

of s

peci

alis

t ex

pert

ise

in r

elat

ion

to e

qual

ity,

div

ersi

ty a

nd inc

lusi

on u

sed

by y

our

orga

nisa

tion

.

12

Syst

ems

in p

lace

for

eff

ecti

ve m

onit

orin

g, r

evie

win

g an

d re

port

ing

on p

rogr

ess

in r

elat

ion

to

equa

lity

of

oppo

rtun

ity,

div

ersi

ty a

nd inc

lusi

on.

Page 111: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

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m L

eadi

ng a

t SC

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l 5

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e 1

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109

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 112: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

110

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 113: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

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m L

eadi

ng a

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l 5

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e 1

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111

Unit

6 (

C1):

Enco

ura

ge innov

atio

n in y

our

team

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 M

otiv

ate

mem

bers

of

your

tea

m,

incl

udin

g yo

urse

lf,

to

iden

tify

ide

as f

or n

ew p

rodu

cts

and/

or s

ervi

ces

and

impr

ovem

ents

.

2 Res

pond

ent

husi

asti

cally

to ide

as ide

ntif

ied

by

mem

bers

of

your

tea

m a

nd p

rovi

de c

onst

ruct

ive

feed

back

.

3 En

cour

age

mem

bers

of

your

tea

m t

o sh

are,

dis

cuss

an

d w

ork

toge

ther

in

deve

lopi

ng ini

tial

ide

as.

4 Id

enti

fy a

nd p

ursu

e op

port

unit

ies

to w

ork

wit

h ot

her

team

s to

gen

erat

e an

d de

velo

p id

eas.

5 D

iscu

ss a

nd a

gree

wit

h m

embe

rs o

f yo

ur t

eam

tho

se

idea

s w

hich

sho

uld

be d

evel

oped

fur

ther

, ho

w t

hey

shou

ld b

e de

velo

ped

and

the

requ

ired

res

ourc

es.

6 Pr

ovid

e on

goin

g su

ppor

t, e

ncou

rage

men

t an

d re

sour

ces

to m

embe

rs o

f yo

ur t

eam

who

are

de

velo

ping

and

tes

ting

ide

as a

nd h

elp

to r

emov

e an

y id

enti

fied

obs

tacl

es.

Page 114: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

112

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

7 Agr

ee t

he p

ract

ical

im

plem

enta

tion

of

idea

s, b

ased

on

the

ide

ntif

ied

bene

fits

, ri

sks

and

requ

ired

re

sour

ces,

whe

n yo

u ha

ve t

he a

utho

rity

to

do s

o.

8 Su

ppor

t m

embe

rs o

f yo

ur t

eam

in

subm

itti

ng f

orm

al

prop

osal

s an

d pl

ans

for

the

prac

tica

l im

plem

enta

tion

of

ide

as t

o ot

her

peop

le f

or a

ppro

val.

9 O

vers

ee p

ract

ical

im

plem

enta

tion

of

idea

s by

you

r te

am a

nd m

onit

or a

nd r

epor

t on

pro

gres

s.

10

Enco

urag

e an

d de

velo

p th

e cr

eati

vity

of

mem

bers

of

your

tea

m.

11

Enco

urag

e m

embe

rs o

f yo

ur t

eam

to

take

acc

epta

ble

risk

s in

pur

suin

g in

nova

tion

and

to

mak

e an

d le

arn

from

mis

take

s.

12

Ensu

re t

hat

the

orig

inat

ors

and

deve

lope

rs o

f an

y id

eas

whi

ch a

re s

ucce

ssfu

lly

impl

emen

ted

rece

ive

reco

gnit

ion

for

thei

r ac

hiev

emen

t.

Page 115: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

113

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 116: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

114

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 117: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

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ry 2

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on E

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ited

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2

115

Unit

6 (

C1):

Enco

ura

ge innov

atio

n in y

our

team

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u fi

nd p

ract

ical

way

s to

ove

rcom

e ba

rrie

rs.

2 Yo

u en

cour

age

and

supp

ort

othe

rs t

o m

ake

the

best

use

of

thei

r ab

ilit

ies.

3 Yo

u m

ake

tim

e av

aila

ble

to s

uppo

rt o

ther

s.

4 Yo

u di

spla

y a

curi

osit

y to

lea

rn a

nd t

ry o

ut

new

thi

ngs.

5 Yo

u ba

lanc

e ri

sks

agai

nst

the

bene

fits

tha

t m

ay a

rise

fro

m t

akin

g ri

sks.

6 Yo

u ac

t w

ithi

n th

e lim

its

of y

our

auth

orit

y.

7 Yo

u co

nstr

ucti

vely

cha

llen

ge t

he s

tatu

s qu

o an

d se

ek b

ette

r al

tern

ativ

es.

8 Yo

u re

cogn

ise

the

achi

evem

ents

and

the

su

cces

s of

oth

ers.

Page 118: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

116

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 119: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

117

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 120: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SV029859— Candidate Logbook — — Edexcel SVQ in Team Leading at SCQF Level 2 —

Issue 1 — January 2012January 2012 © Pearson Education Limited (Edexcel) 2012

118

Page 121: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

119

Unit 7: Help team members address problems affecting their performance

Unit code: D8

Unit credit: 5

Unit level: 6

Introduction

What this unit is about

This unit is about helping members of your team address problems affecting their performance. These may be work-related problems or problems arising from their personal circumstances.

The unit involves identifying problems affecting people’s performance and discussing these in a timely way with the team members concerned to help them find a suitable solution to their problem. Sometimes you may need to refer the team member to specialist support services.

Who is the unit for?

The unit is recommended particularly for first line managers and middle managers.

Links to other units

This unit is linked to units B8: Ensure compliance with legal, regulatory, ethical and social requirements, D5: Allocate and check work in your team, D6: Allocate and monitor the progress and quality of work in your area of responsibility, D9: Build and manage teams, D10: Reduce and manage conflict in your team and D13: Support individuals to develop and maintain their performance in the overall suite of National Occupational Standards for Management and Leadership.

Page 122: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

120

Skills

Listed below are the main generic ‘skills’ that need to be applied in helping team members address problems affecting their performance. These skills are explicit/ implicit in the detailed content of the unit and are listed here as additional information

Acting assertively

Communicating

Consulting

Decision-making

Empathising

Information management

Managing conflict

Monitoring

Problem-solving

Providing feedback

Reviewing

Setting objectives

Team-building

Valuing and supporting others

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SVO

2985

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

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on E

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ited

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

im

port

ance

in

givi

ng t

eam

mem

bers

opp

ortu

niti

es t

o ap

proa

ch y

ou w

ith

prob

lem

s af

fect

ing

thei

r pe

rfor

man

ce.

2 H

ow t

o en

cour

age

team

mem

bers

to

appr

oach

you

wit

h pr

oble

ms

affe

ctin

g th

eir

perf

orm

ance

.

3 The

im

port

ance

of

iden

tify

ing

perf

orm

ance

iss

ues

and

brin

ging

the

se p

rom

ptly

to

the

atte

ntio

n of

th

e te

am m

embe

rs c

once

rned

.

4 The

im

port

ance

of

disc

ussi

ng p

robl

ems

wit

h te

am m

embe

rs a

t a

tim

e an

d pl

ace

appr

opri

ate

to t

he

type

, se

riou

snes

s an

d co

mpl

exit

y of

the

pro

blem

.

5 H

ow t

o ga

ther

and

che

ck t

he inf

orm

atio

n yo

u ne

ed t

o id

enti

fy t

he p

robl

em a

nd its

cau

se.

6 The

im

port

ance

of

iden

tify

ing

the

prob

lem

acc

urat

ely.

7 The

ran

ge o

f al

tern

ativ

e co

urse

s of

act

ion

to d

eal w

ith

the

prob

lem

.

8 The

im

port

ance

of

disc

ussi

ng a

nd a

gree

ing

wit

h th

e te

am m

embe

r a

tim

ely

and

effe

ctiv

e w

ay o

f de

alin

g w

ith

the

prob

lem

.

9 W

hen

to r

efer

the

tea

m m

embe

r to

sup

port

ser

vice

s or

spe

cial

ists

.

10

The

im

port

ance

of

keep

ing

a co

nfid

enti

al r

ecor

d of

you

r di

scus

sion

s w

ith

team

mem

bers

abo

ut

prob

lem

s af

fect

ing

thei

r pe

rfor

man

ce,

and

how

to

do s

o.

11

The

im

port

ance

of

ensu

ring

you

r ac

tion

s ar

e in

lin

e w

ith

your

org

anis

atio

n’s

polici

es f

or m

anag

ing

peop

le a

nd t

heir

per

form

ance

.

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

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ry 2

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ears

on E

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ited

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122

Ind

ust

ry/

sect

or

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 In

dust

ry/s

ecto

r re

quir

emen

ts f

or h

elpi

ng t

eam

mem

bers

add

ress

pro

blem

s af

fect

ing

thei

r pe

rfor

man

ce.

Co

nte

xt

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

typ

es o

f pr

oble

ms

that

you

r te

am m

embe

rs m

ay e

ncou

nter

whi

ch c

an a

ffec

t th

eir

perf

orm

ance

.

2 Yo

ur r

ole,

res

pons

ibili

ties

and

lim

its

of a

utho

rity

whe

n de

alin

g w

ith

team

mem

bers

’ pr

oble

ms.

3 The

ran

ge o

f su

ppor

t se

rvic

es o

r sp

ecia

list

s th

at e

xist

ins

ide

and

outs

ide

your

org

anis

atio

n.

4 Yo

ur o

rgan

isat

ion’

s po

lici

es f

or m

anag

ing

peop

le a

nd t

heir

per

form

ance

.

Page 125: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

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2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

123

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

124

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 127: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

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Unit

7 (

D8):

Hel

p t

eam

mem

ber

s ad

dress

pro

ble

ms

affe

ctin

g th

eir

per

form

ance

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 G

ive

team

mem

bers

opp

ortu

niti

es t

o ap

proa

ch y

ou

wit

h pr

oble

ms

affe

ctin

g th

eir

perf

orm

ance

.

2 Id

enti

fy p

erfo

rman

ce iss

ues

and

brin

g th

ese

prom

ptly

to

the

atte

ntio

n of

the

tea

m m

embe

rs

conc

erne

d.

3 D

iscu

ss p

robl

ems

wit

h te

am m

embe

rs a

t a

tim

e an

d pl

ace

appr

opri

ate

to t

he t

ype,

ser

ious

ness

and

co

mpl

exit

y of

the

pro

blem

.

4 G

athe

r an

d ch

eck

info

rmat

ion

to a

ccur

atel

y id

enti

fy

the

prob

lem

and

its

cau

se

5 D

iscu

ss t

he r

ange

of

alte

rnat

ive

cour

ses

of a

ctio

n an

d ag

ree

wit

h th

e te

am m

embe

r a

tim

ely

and

effe

ctiv

e w

ay o

f de

alin

g w

ith

the

prob

lem

.

6 Ref

er t

he t

eam

mem

ber

to s

uppo

rt s

ervi

ces

or

spec

ialist

s, w

here

nec

essa

ry.

7 Ke

ep a

con

fide

ntia

l re

cord

of

your

dis

cuss

ions

wit

h te

am m

embe

rs a

bout

pro

blem

s af

fect

ing

thei

r pe

rfor

man

ce.

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Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

8 En

sure

you

r ac

tion

s ar

e in

lin

e w

ith

your

or

gani

sati

on’s

pol

icie

s fo

r m

anag

ing

peop

le.

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Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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Unit

7 (

D8):

Hel

p t

eam

mem

ber

s ad

dress

pro

ble

ms

affe

ctin

g th

eir

per

form

ance

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u fi

nd p

ract

ical

way

s to

ove

rcom

e ba

rrie

rs.

2 Yo

u sh

ow e

mpa

thy

wit

h ot

hers

’ ne

eds,

fee

ling

s an

d m

otiv

atio

ns a

nd t

ake

an a

ctiv

e in

tere

st in

thei

r co

ncer

ns.

3 Yo

u m

ake

tim

e av

aila

ble

to s

uppo

rt o

ther

s.

4 Yo

u co

mpl

y w

ith,

and

ens

ure

othe

rs c

ompl

y w

ith,

le

gal re

quir

emen

ts,

indu

stry

reg

ulat

ions

, or

gani

sati

onal

pol

icie

s an

d pr

ofes

sion

al c

odes

5 Yo

u sh

ow int

egri

ty,

fair

ness

and

con

sist

ency

in

deci

sion

-mak

ing.

6 Yo

u co

nfro

nt p

erfo

rman

ce iss

ues

and

reso

lve

them

di

rect

ly w

ith

the

peop

le inv

olve

d.

7 Yo

u ke

ep c

onfi

dent

ial in

form

atio

n se

cure

.

8 Yo

u ch

eck

the

validi

ty a

nd r

elia

bility

of

info

rmat

ion.

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Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

9 Yo

u id

enti

fy t

he im

plic

atio

ns o

r co

nseq

uenc

es o

f a

situ

atio

n.

10

You

take

tim

ely

deci

sion

s th

at a

re

real

isti

c fo

r th

e si

tuat

ion

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

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ng a

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Issu

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ry 2

012

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ears

on E

duca

tion

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ited

201

2

131

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

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l 5

Issu

e 1

— J

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ry 2

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132

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

133

Unit 8: Participate in meetings Unit code: D12

Unit credit: 2

Unit level: 5

Introduction

What this unit is about

This unit is about participating in meetings in an active and constructive way.

It involves preparation before the meeting, perhaps researching information, consulting with others and clarifying your own objectives and opinions on the various agenda items. It also involves taking a positive stance within the meeting, presenting information and opinions clearly and concisely and acknowledging and building on the contributions of others, in order to arrive at the meeting’s objectives. After the meeting, it may be necessary to communicate decisions to other people, in line with any protocol agreed at the meeting.

Who is the unit for?

The unit is recommended for managers at all levels.

Links to other units

This unit is linked to units D11: Lead meetings, D17: Build and sustain collaborative relationships with other organisations, E10: Take effective decisions and E11: Communicate information and knowledge in the overall suite of National Occupational Standards for Management and Leadership.

Skills

Listed below are the main generic ‘skills’ that need to be applied in participating in meetings. These skills are explicit/implicit in the detailed content of the unit and are listed here as additional information.

Communicating

Consulting

Decision-making

Involving others

Obtaining feedback

Planning

Presenting information

Providing feedback

Researching

Setting objectives

Time management

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

im

port

ance

of

brie

fing

you

rsel

f on

the

con

tent

of

the

mee

ting

.

2 H

ow t

o id

enti

fy r

elev

ant

info

rmat

ion

for

the

mee

ting

and

cla

rify

you

r op

inio

ns o

n va

riou

s ag

enda

it

ems.

3 The

im

port

ance

of

cons

ulti

ng t

hose

who

hav

e an

int

eres

t in

the

var

ious

age

nda

item

s, a

nd h

ow t

o do

so

in o

rder

to

unde

rsta

nd a

nd b

e ab

le t

o re

pres

ent

thei

r op

inio

ns.

4 The

im

port

ance

of

sett

ing

your

obj

ecti

ves

for

the

mee

ting

, an

d ho

w t

o do

so.

5 The

im

port

ance

of

pres

enti

ng r

elev

ant

info

rmat

ion

and

opin

ions

to

the

mee

ting

cle

arly

and

co

ncis

ely,

and

how

to

do s

o.

6 H

ow t

o pr

esen

t yo

ur o

pini

ons

and

the

inte

rest

s of

tho

se y

ou a

re r

epre

sent

ing

in a

con

vinc

ing

way

.

7 Th

e im

port

ance

of

iden

tify

ing

and

arti

cula

ting

any

iss

ues

and

prob

lem

s em

ergi

ng f

rom

dis

cuss

ions

, an

d ho

w t

o co

ntri

bute

to

reso

lvin

g th

em.

8 The

im

port

ance

of

ackn

owle

dgin

g in

form

atio

n an

d op

inio

ns p

rovi

ded

by o

ther

peo

ple

and

how

to

disc

uss

thes

e co

nstr

ucti

vely

.

9 The

im

port

ance

of

clar

ifyi

ng d

ecis

ions

tak

en o

n va

riou

s ag

enda

ite

ms,

whe

re n

eces

sary

, an

d ho

w

to d

o so

.

10

The

im

port

ance

of

com

mun

icat

ing

deci

sion

s cl

earl

y an

d in

a t

imel

y w

ay t

o th

ose

who

hav

e an

in

tere

st in

the

vari

ous

agen

da ite

ms,

and

how

to

do s

o in

lin

e w

ith

any

com

mun

icat

ion

prot

ocol

ag

reed

at

the

mee

ting

.

Page 137: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

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ears

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duca

tion

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ited

201

2

135

Ind

ust

ry/

sect

or

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 In

dust

ry/s

ecto

r re

quir

emen

ts f

or p

arti

cipa

ting

in

mee

ting

s

Co

nte

xt

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

typ

es a

nd s

ourc

es o

f in

form

atio

n re

leva

nt f

or t

he m

eeti

ng.

2 Pe

ople

who

hav

e an

int

eres

t in

the

var

ious

age

nda

item

s.

Page 138: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

136

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 139: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

137

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 140: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

138

Unit

8 (

D12):

Par

tici

pat

e in

mee

tings

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Br

ief

your

self

on

the

cont

ent

of t

he m

eeti

ng,

iden

tify

rel

evan

t in

form

atio

n an

d cl

arif

y yo

ur

opin

ions

on

vari

ous

agen

da ite

ms.

2 Con

sult

wit

h th

ose

who

hav

e an

int

eres

t in

the

va

riou

s ag

enda

ite

ms

in o

rder

to

unde

rsta

nd a

nd b

e ab

le t

o re

pres

ent

thei

r op

inio

ns.

3 Cla

rify

you

r ob

ject

ives

fro

m t

he m

eeti

ng –

wha

t yo

u ho

pe t

he m

eeti

ng w

ill ac

hiev

e.

4 Pr

esen

t re

leva

nt inf

orm

atio

n to

the

mee

ting

cle

arly

an

d co

ncis

ely.

5 Pr

esen

t yo

ur o

pini

ons

and

the

inte

rest

s of

tho

se y

ou

are

repr

esen

ting

in

a co

nvin

cing

way

, pr

ovid

ing

evid

ence

to

supp

ort

your

cas

e, if

requ

ired

.

6 Art

icul

ate

any

issu

es a

nd p

robl

ems

emer

ging

fro

m

disc

ussi

ons

and

prop

ose

and

eval

uate

pos

sibl

e so

luti

ons.

Page 141: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

139

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

7 Ack

now

ledg

e an

d co

nstr

ucti

vely

dis

cuss

inf

orm

atio

n an

d op

inio

ns p

rovi

ded

by o

ther

peo

ple.

8 Cla

rify

dec

isio

ns t

aken

on

the

vari

ous

agen

da ite

ms,

w

here

nec

essa

ry.

9 Com

mun

icat

e de

cisi

ons

clea

rly

and

conc

isel

y an

d in

a

tim

ely

way

to

thos

e w

ho h

ave

an int

eres

t in

the

var

ious

ag

enda

ite

ms,

in

line

wit

h an

y co

mm

unic

atio

n pr

otoc

ol

agre

ed a

t th

e m

eeti

ng.

Page 142: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

140

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 143: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

141

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 144: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

142

Unit

8 (

D12):

Par

tici

pat

e in

mee

tings

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u ad

dres

s m

ulti

ple

dem

ands

wit

hout

los

ing

focu

s or

ene

rgy.

2 Yo

u sh

ow r

espe

ct f

or t

he v

iew

s an

d ac

tion

s of

ot

hers

.

3 Yo

u pr

esen

t in

form

atio

n cl

earl

y, c

onci

sely

, ac

cura

tely

and

in

way

s th

at p

rom

ote

unde

rsta

ndin

g.

4 Yo

u ke

ep p

eopl

e in

form

ed o

f pl

ans

and

deve

lopm

ents

.

5 Yo

u st

ate

your

ow

n po

siti

on a

nd v

iew

s cl

earl

y an

d co

nfid

entl

y in

con

flic

t si

tuat

ions

.

6 Yo

u m

ake

best

use

of

exis

ting

sou

rces

of

info

rmat

ion.

7 Yo

u ch

eck

the

validi

ty a

nd r

elia

bility

of

info

rmat

ion.

Page 145: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

143

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

8 Yo

u st

ate

own

opin

ions

, vi

ews

and

requ

irem

ents

cl

earl

y.

9 Yo

u pr

esen

t id

eas

and

argu

men

ts c

onvi

ncin

gly

and

in w

ays

that

str

ike

a ch

ord

wit

h pe

ople

.

10

You

list

en a

ctiv

ely,

ask

que

stio

ns,

clar

ify

poin

ts

and

reph

rase

oth

ers’

sta

tem

ents

to

chec

k m

utua

l un

ders

tand

ing.

Page 146: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

144

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 147: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

145

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 148: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

146

Page 149: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

147

Unit 9: Initiate and follow disciplinary procedure

Unit code: D14

Unit credit: 6

Unit level: 6

Introduction

What this unit is about

This unit is about initiating and following your organisation’s disciplinary procedure in response to misconduct or unsatisfactory performance of a member of your team.

All employing organisations are required to have disciplinary and grievance procedures. As a minimum, these must meet the requirements laid down in relevant employment legislation. However, many organisations have developed more detailed and extensive disciplinary procedures and associated rules to reflect their specific contexts and requirements.

This unit describes the minimum standard of performance expected of managers when they are implementing disciplinary procedures in line with legal and organisational requirements. To meet this standard, managers need both sound technical knowledge of the procedures and well-developed cognitive and interpersonal skills.

Who is the unit for?

The unit is for line managers who have to deal with misconduct or unsatisfactory performance of members of their team. It is not designed for human resources specialists who are required to develop disciplinary procedures and provide specialist support to line managers who are implementing them.

Links to other units

This unit is linked to unit D15: Initiate and follow grievance procedure in the overall suite of National Occupational Standards for Management and Leadership.

Page 150: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

148

Skills

Listed below are the main generic ‘skills’ that need to be applied in implementing disciplinary procedure. These skills are explicit/implicit in the detailed content of the unit and are listed here as additional information.

Acting assertively

Analysing

Communicating

Decision-making

Empathising

Interviewing

Monitoring

Presenting information

Questioning

Reporting

Researching

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch S

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

im

port

ance

of

fully

info

rmin

g in

divi

dual

s ab

out

the

stan

dard

s of

con

duct

and

per

form

ance

ex

pect

ed o

f th

em a

nd y

our

orga

nisa

tion

’s c

urre

nt p

roce

dure

for

dea

ling

wit

h m

isco

nduc

t or

un

sati

sfac

tory

per

form

ance

.

2 H

ow t

o ca

rry

out

inve

stig

atio

ns t

o es

tabl

ish

fact

s re

lati

ng t

o an

y m

isco

nduc

t or

uns

atis

fact

ory

perf

orm

ance

.

3 In

form

al a

ppro

ache

s to

dea

ling

wit

h ca

ses

of m

inor

mis

cond

uct

or u

nsat

isfa

ctor

y pe

rfor

man

ce,

and

whe

n th

is t

ype

of a

ppro

ach

is lik

ely

to r

esol

ve t

he s

itua

tion

eff

ecti

vely

.

4 The

dif

fere

nces

bet

wee

n m

isco

nduc

t, g

ross

mis

cond

uct

and

unsa

tisf

acto

ry p

erfo

rman

ce,

and

how

ea

ch s

houl

d be

han

dled

.

5 The

im

port

ance

of

follow

ing

your

org

anis

atio

n’s

form

al d

isci

plin

ary

proc

edur

e in

ser

ious

cas

es o

f m

isco

nduc

t or

uns

atis

fact

ory

perf

orm

ance

.

6 The

im

port

ance

of

com

mun

icat

ing

clea

rly,

con

cise

ly a

nd o

bjec

tive

ly,

and

how

to

do s

o.

7 H

ow t

o ke

ep f

ull an

d ac

cura

te r

ecor

ds t

hrou

ghou

t th

e di

scip

lina

ry p

roce

ss a

nd s

tore

the

se

conf

iden

tial

ly a

s lo

ng a

s, b

ut n

o lo

nger

tha

n, n

eces

sary

.

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Ind

ust

ry/

sect

or

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 In

dust

ry/s

ecto

r re

quir

emen

ts f

or s

uppo

rtin

g in

divi

dual

s to

im

prov

e th

eir

perf

orm

ance

.

Co

nte

xt

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 Yo

ur o

rgan

isat

ion’

s pr

oced

ures

for

dea

ling

wit

h m

isco

nduc

t or

uns

atis

fact

ory

perf

orm

ance

.

2 The

sta

ndar

ds o

f co

nduc

t an

d pe

rfor

man

ce e

xpec

ted

of ind

ivid

uals

.

3 So

urce

s of

adv

ice,

gui

danc

e an

d su

ppor

t fr

om c

olle

ague

s, h

uman

res

ourc

es o

r le

gal sp

ecia

list

s.

4 The

lim

its

of y

our

own

know

ledg

e, s

kills

and

com

pete

nce.

5 Yo

ur o

rgan

isat

ion’

s po

licie

s an

d pr

oced

ures

for

kee

ping

ful

l an

d ac

cura

te r

ecor

ds.

Page 153: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

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SVQ

2 in

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m L

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t SC

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Issu

e 1

— J

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ry 2

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ears

on E

duca

tion

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ited

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151

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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2985

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Can

dida

te L

ogbo

ok —

SVQ

2 in

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m L

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ng a

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l 5

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e 1

— J

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ry 2

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on E

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152

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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SVO

2985

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

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ng a

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l 5

Issu

e 1

— J

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ry 2

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ited

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153

Unit

9 (

D14):

Init

iate

and f

ollo

w d

isci

plin

ary

pro

cedure

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Ke

ep ind

ivid

uals

ful

ly inf

orm

ed a

bout

the

sta

ndar

ds o

f co

nduc

t an

d pe

rfor

man

ce e

xpec

ted

of t

hem

and

you

r or

gani

sati

on’s

cur

rent

pro

cedu

re f

or d

ealing

wit

h m

isco

nduc

t or

uns

atis

fact

ory

perf

orm

ance

.

2 Se

ek s

uppo

rt f

rom

col

leag

ues

or h

uman

res

ourc

es o

r le

gal sp

ecia

list

s on

any

asp

ects

of

impl

emen

ting

di

scip

lina

ry p

roce

dure

s ab

out

whi

ch y

ou a

re u

nsur

e.

3 Car

ry o

ut n

eces

sary

inv

esti

gati

ons

prom

ptly

to

esta

blis

h th

e fa

cts

rela

ting

to

any

mis

cond

uct

or u

nsat

isfa

ctor

y pe

rfor

man

ce.

4 Tak

e pr

even

tati

ve m

easu

res

to r

esol

ve iss

ues

and

deal

w

ith

case

s of

min

or m

isco

nduc

t or

uns

atis

fact

ory

perf

orm

ance

inf

orm

ally

, w

here

you

con

side

r th

at a

n in

form

al a

ppro

ach

is lik

ely

to r

esol

ve t

he s

itua

tion

ef

fect

ivel

y.

5 Fo

llow

you

r or

gani

sati

on’s

for

mal

dis

cipl

inar

y pr

oced

ure

in s

erio

us c

ases

of

mis

cond

uct

or u

nsat

isfa

ctor

y pe

rfor

man

ce.

6 Ke

ep f

ull an

d ac

cura

te r

ecor

ds t

hrou

ghou

t th

e di

scip

lina

ry p

roce

ss a

nd s

tore

the

se c

onfi

dent

ially

as

long

as,

but

no

long

er t

han,

nec

essa

ry.

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ok —

SVQ

2 in

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Issu

e 1

— J

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ry 2

012

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ears

on E

duca

tion

Lim

ited

201

2

154

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

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ears

on E

duca

tion

Lim

ited

201

2

155

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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SVO

2985

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

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Unit

9 (

D14):

Init

iate

and f

ollo

w d

isci

plin

ary

pro

cedure

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u list

en a

ctiv

ely,

ask

que

stio

ns,

clar

ify

poin

ts a

nd

reph

rase

oth

ers’

sta

tem

ents

to

chec

k m

utua

l un

ders

tand

ing.

2 Yo

u pr

esen

t in

form

atio

n cl

earl

y, c

onci

sely

, ac

cura

tely

and

in

way

s th

at p

rom

ote

unde

rsta

ndin

g.

3 Yo

u ke

ep p

eopl

e in

form

ed o

f pl

ans

and

deve

lopm

ents

.

4 Yo

u gi

ve f

eedb

ack

to o

ther

s to

hel

p th

em im

prov

e th

eir

perf

orm

ance

.

5 Yo

u co

mpl

y w

ith,

and

ens

ure

othe

rs c

ompl

y w

ith,

le

gal re

quir

emen

ts,

indu

stry

reg

ulat

ions

, or

gani

sati

onal

pol

icie

s an

d pr

ofes

sion

al c

odes

.

6 Yo

u ac

t w

ithi

n th

e lim

its

of y

our

auth

orit

y.

7 Yo

u co

nsul

t w

ith

inte

rnal

and

/or

exte

rnal

exp

erts

w

hen

nece

ssar

y.

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Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

8 Yo

u sa

y no

to

unre

ason

able

req

uest

s.

9 Yo

u co

nfro

nt p

erfo

rman

ce iss

ues

and

reso

lve

them

dir

ectl

y w

ith

the

peop

le inv

olve

d.

10

You

keep

con

fide

ntia

l in

form

atio

n se

cure

.

11

You

wor

k to

dev

elop

an

atm

osph

ere

of

prof

essi

onal

ism

and

mut

ual su

ppor

t.

12

You

take

and

im

plem

ent

diff

icul

t an

d/or

un

popu

lar

deci

sion

s, if

nece

ssar

y.

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Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

160

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SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

161

Unit 10: Initiate and follow grievance procedure

Unit code: D15

Unit credit: 6

Unit level: 6

Introduction

What this unit is about

This unit is about initiating and following your organisation’s grievance procedure in response to a concern, problem or complaint raised by a member of your team.

All employing organisations are required to have disciplinary and grievance procedures. As a minimum, these must meet the requirements laid down in relevant employment legislation. However, many organisations have developed more detailed and extensive grievance procedures to reflect their specific contexts and requirements.

This unit describes the minimum standard of performance expected of managers when they are implementing grievance procedures in line with legal and organisational requirements. To meet this standard, managers need both sound technical knowledge of the procedures and well- developed cognitive and interpersonal skills.

Who is the unit for?

The unit is for line managers who have to deal with potential or actual grievances raised by members of their team. It is not designed for human resources specialists who are required to develop grievance procedures and provide specialist support to line managers who are implementing them.

Links to other units

This unit is linked to unit D14: Initiate and follow disciplinary procedure in the overall suite of National Occupational Standards for Management and Leadership.

Page 164: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

162

Skills

Listed below are the main generic ‘skills’ that need to be applied in implementing grievance procedure. These skills are explicit/implicit in the detailed content of the unit and are listed here as additional information.

Acting assertively

Assessing

Communicating

Decision-making

Empathising

Managing conflict

Presenting information

Questioning

Reporting

Researching

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch S

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 The

im

port

ance

of

fully

info

rmin

g in

divi

dual

s ab

out

your

org

anis

atio

n’s

curr

ent

proc

edur

e fo

r ra

isin

g gr

ieva

nces

.

2 In

form

al a

ppro

ache

s to

dea

ling

wit

h co

ncer

ns,

prob

lem

s or

com

plai

nts

rais

ed w

ith

you,

and

whe

n th

is t

ype

of a

ppro

ach

is lik

ely

to r

esol

ve t

he s

itua

tion

eff

ecti

vely

.

3 The

im

port

ance

of

follow

ing

your

org

anis

atio

n’s

form

al g

riev

ance

pro

cedu

re,

and

whe

n to

do

so.

4 H

ow t

o co

nduc

t a

mee

ting

wit

h an

ind

ivid

ual to

dis

cuss

the

ir g

riev

ance

.

5 H

ow t

o in

vest

igat

e th

e gr

ieva

nce

fully.

6 The

im

port

ance

of

com

mun

icat

ing

clea

rly,

con

cise

ly a

nd o

bjec

tive

ly,

and

how

to

do s

o.

7 H

ow t

o ke

ep f

ull an

d ac

cura

te r

ecor

ds t

hrou

ghou

t th

e gr

ieva

nce

proc

ess

and

stor

e th

ese

conf

iden

tial

ly a

s lo

ng a

s, b

ut n

o lo

nger

tha

n, n

eces

sary

.

Ind

ust

ry/

sect

or

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 In

dust

ry/s

ecto

r re

quir

emen

ts f

or im

plem

enti

ng g

riev

ance

pro

cedu

res

Co

nte

xt

speci

fic

kn

ow

led

ge a

nd

un

ders

tan

din

g

1 Yo

ur o

rgan

isat

ion’

s pr

oced

ure

for

deal

ing

wit

h gr

ieva

nces

.

2 So

urce

s of

adv

ice,

gui

danc

e an

d su

ppor

t fr

om c

olle

ague

s, h

uman

res

ourc

es o

r le

gal sp

ecia

list

s.

3 Yo

ur o

rgan

isat

ion’

s po

licie

s an

d pr

oced

ures

for

kee

ping

ful

l an

d ac

cura

te r

ecor

ds.

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ited

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Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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ry 2

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ited

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2

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Unit

10 (

D15):

Init

iate

and f

ollo

w g

riev

ance

pro

cedure

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Perf

orm

an

ce c

rite

ria

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Ke

ep ind

ivid

uals

ful

ly inf

orm

ed a

bout

you

r or

gani

sati

on’s

cur

rent

pro

cedu

re f

or r

aisi

ng g

riev

ance

s.

2 Se

ek s

uppo

rt f

rom

col

leag

ues

or h

uman

res

ourc

es o

r le

gal sp

ecia

list

s on

any

asp

ects

of

impl

emen

ting

gr

ieva

nce

proc

edur

es a

bout

whi

ch y

ou a

re u

nsur

e.

3 Id

enti

fy p

oten

tial

gri

evan

ces

and

take

pre

vent

ativ

e m

easu

res

to r

esol

ve iss

ues

whe

re p

ossi

ble.

4 If

an

indi

vidu

al r

aise

s a

conc

ern,

pro

blem

or

com

plai

nt

wit

h yo

u, s

eek

to r

esol

ve t

he s

itua

tion

inf

orm

ally

, if

yo

u co

nsid

er t

hat

an inf

orm

al a

ppro

ach

is lik

ely

to

reso

lve

the

situ

atio

n ef

fect

ivel

y.

5 Fo

llow

you

r or

gani

sati

on’s

for

mal

gri

evan

ce p

roce

dure

, if

an

indi

vidu

al r

aise

s a

grie

vanc

e w

ith

you

in w

riti

ng.

6 Ke

ep f

ull an

d ac

cura

te r

ecor

ds t

hrou

ghou

t th

e gr

ieva

nce

proc

ess

and

stor

e th

ese

conf

iden

tial

ly a

s lo

ng

as,

but

no lon

ger

than

, ne

cess

ary.

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Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 170: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

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2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

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m L

eadi

ng a

t SC

QF

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168

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 171: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

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QF

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Unit

10 (

D15):

Init

iate

and f

ollo

w g

riev

ance

pro

cedure

What

you

must

do

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

1 Yo

u list

en a

ctiv

ely,

ask

que

stio

ns,

clar

ify

poin

ts a

nd

reph

rase

oth

ers’

sta

tem

ents

to

chec

k m

utua

l un

ders

tand

ing.

2 Yo

u pr

esen

t in

form

atio

n cl

earl

y, c

onci

sely

, ac

cura

tely

and

in

way

s th

at p

rom

ote

unde

rsta

ndin

g.

3 Yo

u ke

ep p

eopl

e in

form

ed o

f pl

ans

and

deve

lopm

ents

.

4 Yo

u co

mpl

y w

ith,

and

ens

ure

othe

rs c

ompl

y w

ith,

le

gal re

quir

emen

ts,

indu

stry

reg

ulat

ions

, or

gani

sati

onal

pol

icie

s an

d pr

ofes

sion

al c

odes

.

5 Yo

u ac

t w

ithi

n th

e lim

its

of y

our

auth

orit

y.

6 Yo

u co

nsul

t w

ith

inte

rnal

and

/or

exte

rnal

exp

erts

w

hen

nece

ssar

y.

7 Yo

u sh

ow int

egri

ty,

fair

ness

and

con

sist

ency

in

deci

sion

-mak

ing.

Page 172: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

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Can

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te L

ogbo

ok —

SVQ

2 in

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eadi

ng a

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QF

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Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard:

8 Yo

u ke

ep c

onfi

dent

ial in

form

atio

n se

cure

.

9 Yo

u pu

sh f

or c

oncr

ete

info

rmat

ion

in a

n am

bigu

ous

situ

atio

n.

10

You

iden

tify

the

im

plic

atio

ns o

r co

nseq

uenc

es o

f a

situ

atio

n.

Page 173: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

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Issu

e 1

— J

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ry 2

012

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ears

on E

duca

tion

Lim

ited

201

2

171

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 174: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

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ears

on E

duca

tion

Lim

ited

201

2

172

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 175: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

173

Unit 11: Resolve customer service problems

Unit code: F5

Unit credit: 6

Unit level: 5

Introduction

What this unit is about

This unit is all about what to do when it is difficult to meet customer expectations.

Even if the service you give is excellent, some customers will experience problems. Part of your job is to help to resolve those problems. A problem is anything that means customer expectations are not being met. This may be because your customer’s expectations involve more than you can offer or because your service procedures have not been followed.

Some problems are reported by customers and sometimes you spot the problem first and resolve it before your customer has even noticed.

As soon as you are aware of a problem, you need to consider the options and then choose a way to put it right.

This unit is particularly important in customer service because many customers judge how good the customer service of your organisation is by the way problems are handled.

Key words and phrases for this unit

listening

recognise repeated problems

share feedback

choose amongst options

work with others

resolve problems

check progress

give explanations

Page 176: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

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Can

dida

te L

ogbo

ok —

SVQ

2 in

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ng a

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Issu

e 1

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ry 2

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on E

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ited

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 O

rgan

isat

iona

l pr

oced

ures

and

sys

tem

s fo

r de

alin

g w

ith

cust

omer

ser

vice

pro

blem

s.

2 H

ow t

o de

fuse

pot

enti

ally

str

essf

ul s

itua

tion

s.

3 H

ow t

o ne

goti

ate.

4 The

lim

itat

ions

of

wha

t yo

u ca

n of

fer

your

cus

tom

er.

Page 177: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

175

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 178: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

176

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 179: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

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l 5

Issu

e 1

— J

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ry 2

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Elem

ent

1:

Spot

cust

omer

ser

vice

pro

ble

ms

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Li

sten

car

eful

ly t

o yo

ur c

usto

mer

s ab

out

prob

lem

s th

ey h

ave

rais

ed.

2 Ask

you

r cu

stom

ers

abou

t th

e pr

oble

m t

o ch

eck

your

und

erst

andi

ng.

3 Rec

ogni

se r

epea

ted

prob

lem

s an

d al

ert

the

appr

opri

ate

auth

orit

y.

4 Sh

are

cust

omer

fee

dbac

k w

ith

othe

rs t

o id

enti

fy p

oten

tial

pro

blem

s be

fore

the

y ha

ppen

.

5 Id

enti

fy p

robl

ems

wit

h sy

stem

s an

d pr

oced

ures

be

fore

the

y be

gin

to a

ffec

t yo

ur c

usto

mer

s.

Page 180: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

178

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 181: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

179

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 182: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

180

Elem

ent

2:

Pic

k th

e bes

t so

luti

on t

o re

solv

e cu

stom

er s

ervi

ce p

roble

ms

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Id

enti

fy t

he o

ptio

ns f

or r

esol

ving

a c

usto

mer

se

rvic

e pr

oble

m.

2 W

ork

wit

h ot

hers

to

iden

tify

and

con

firm

the

op

tion

s to

res

olve

a c

usto

mer

ser

vice

pro

blem

.

3 W

ork

out

the

adva

ntag

es a

nd d

isad

vant

ages

of

each

opt

ion

for

your

cus

tom

er a

nd y

our

orga

nisa

tion

.

4 Pi

ck t

he b

est

opti

on f

or y

our

cust

omer

and

you

r or

gani

sati

on.

5 Id

enti

fy f

or y

our

cust

omer

oth

er w

ays

that

pr

oble

ms

may

be

reso

lved

if

you

are

unab

le t

o he

lp.

Page 183: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

181

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 184: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

182

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 185: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

183

Elem

ent

3:

Tak

e ac

tion

to

reso

lve

cust

omer

ser

vice

pro

ble

ms

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 D

iscu

ss a

nd a

gree

the

opt

ions

for

sol

ving

the

pr

oble

m w

ith

your

cus

tom

er.

2 Tak

e ac

tion

to

impl

emen

t th

e op

tion

agr

eed

wit

h yo

ur c

usto

mer

.

3 W

ork

wit

h ot

hers

and

you

r cu

stom

er t

o m

ake

sure

tha

t an

y pr

omis

es r

elat

ed t

o so

lvin

g th

e pr

oble

m a

re k

ept.

4 Ke

ep y

our

cust

omer

ful

ly inf

orm

ed a

bout

wha

t is

ha

ppen

ing

to r

esol

ve p

robl

em.

5 Che

ck w

ith

your

cus

tom

er t

o m

ake

sure

the

pr

oble

m h

as b

een

reso

lved

to

thei

r sa

tisf

acti

on.

6 G

ive

clea

r re

ason

s to

you

r cu

stom

er w

hen

the

prob

lem

has

not

bee

n re

solv

ed t

o th

eir

sati

sfac

tion

.

Page 186: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

184

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 187: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

185

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 188: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SV029859 — Candidate Logbook — — Edexcel SVQ in Team Leading at SCQF Level 2 —

Issue 1 — January 2012January 2012 © Pearson Education Limited (Edexcel) 2012

186

Page 189: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

187

Unit 12: Monitor and solve customer service problems

Unit code: F6

Unit credit: 6

Unit level: 6

Introduction

What this unit is about

Your job involves delivering and organising excellent customer service. However good the service provided, some of your customers will experience problems and you will spot and solve other problems before your customers even know about them.

This unit is all about the part of your job that involves solving immediate customer service problems. It is also about changing systems to avoid repeated customer service problems.

Remember that some customers judge the quality of your customer service by the way that you solve customer service problems. You can impress customers and build customer loyalty by sorting out those problems efficiently and effectively. Sometimes a customer service problem presents an opportunity to impress a customer in a way that would not have been possible if everything had gone smoothly.

Key words and phrases for this unit

solve problems

work with others

keep customers informed

repeated problems

choose amongst options

avoid problems

inform

monitor changes

adjust changes

Page 190: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

188

What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 O

rgan

isat

iona

l pr

oced

ures

and

sys

tem

s fo

r de

alin

g w

ith

cust

omer

ser

vice

pro

blem

s.

2 O

rgan

isat

iona

l pr

oced

ures

and

sys

tem

s fo

r id

enti

fyin

g re

peat

ed c

usto

mer

ser

vice

pro

blem

s.

3 H

ow t

he s

ucce

ssfu

l re

solu

tion

of

cust

omer

ser

vice

pro

blem

s co

ntri

bute

s to

cus

tom

er loy

alty

wit

h th

e ex

tern

al c

usto

mer

and

im

prov

ed w

orki

ng r

elat

ions

hips

wit

h se

rvic

e pa

rtne

rs o

r in

tern

al

cust

omer

s

4 The

ext

erna

l cu

stom

er a

nd im

prov

ed w

orki

ng r

elat

ions

hips

wit

h se

rvic

e pa

rtne

rs o

r in

tern

al

cust

omer

s.

5 H

ow t

o ne

goti

ate

wit

h an

d re

assu

re c

usto

mer

s w

hile

the

ir p

robl

ems

are

bein

g so

lved

.

Page 191: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

189

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 192: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

190

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 193: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

191

Elem

ent

1:

Solv

e im

med

iate

cust

omer

ser

vice

pro

ble

ms

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Res

pond

pos

itiv

ely

to c

usto

mer

ser

vice

pro

blem

s fo

llow

ing

orga

nisa

tion

al g

uide

lines

.

2 So

lve

cust

omer

ser

vice

pro

blem

s w

hen

you

have

su

ffic

ient

aut

hori

ty.

3 W

ork

wit

h ot

hers

to

solv

e cu

stom

er s

ervi

ce

prob

lem

s.

4 Ke

ep c

usto

mer

s in

form

ed o

f th

e ac

tion

s be

ing

take

n.

5 Che

ck w

ith

cust

omer

s th

at t

hey

are

com

fort

able

w

ith

the

acti

ons

bein

g ta

ken.

6 So

lve

prob

lem

s w

ith

serv

ice

syst

ems

and

proc

edur

es t

hat

mig

ht a

ffec

t cu

stom

ers

befo

re

they

bec

ome

awar

e of

the

m.

7 In

form

man

ager

s an

d co

llea

gues

of

the

step

s ta

ken

to s

olve

spe

cifi

c pr

oble

ms.

Page 194: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

192

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 195: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

193

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 196: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

194

Elem

ent

2:

Iden

tify

rep

eate

d c

ust

omer

ser

vice

pro

ble

ms

and o

pti

ons

for

solv

ing

them

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Id

enti

fy r

epea

ted

cust

omer

ser

vice

pro

blem

s.

2 Id

enti

fy t

he o

ptio

ns f

or d

ealing

wit

h a

repe

ated

cu

stom

er s

ervi

ce p

robl

em a

nd c

onsi

der

the

adva

ntag

es a

nd d

isad

vant

ages

of

each

opt

ion.

3 W

ork

wit

h ot

hers

to

sele

ct t

he b

est

opti

on f

or s

olvi

ng

a re

peat

ed c

usto

mer

ser

vice

pro

blem

, ba

lanc

ing

cust

omer

exp

ecta

tion

s w

ith

the

need

s of

you

r or

gani

sati

on.

Page 197: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

195

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 198: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

196

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 199: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

197

Elem

ent

3:

Tak

e ac

tion

to

avoi

d t

he

repet

itio

n o

f cu

stom

er s

ervi

ce p

roble

ms

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 O

btai

n th

e ap

prov

al o

f so

meb

ody

wit

h su

ffic

ient

au

thor

ity

to c

hang

e or

gani

sati

onal

gui

deline

s in

ord

er

to r

educ

e th

e ch

ance

of

a pr

oble

m b

eing

rep

eate

d.

2 Act

ion

your

agr

eed

solu

tion

.

3 Ke

ep y

our

cust

omer

s in

form

ed in

a po

siti

ve a

nd c

lear

m

anne

r of

ste

ps b

eing

tak

en t

o so

lve

any

serv

ice

prob

lem

s.

4 M

onit

or t

he c

hang

es y

ou h

ave

mad

e an

d ad

just

the

m

if a

ppro

pria

te.

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2985

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

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ry 2

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ears

on E

duca

tion

Lim

ited

201

2

198

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

199

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 202: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

200

Page 203: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

201

Unit 13: Support customer service improvements

Unit code: F7

Unit credit: 5

Unit level: 5

Introduction

What this unit is about

Organisations change the way they deliver service to their customers because customer expectations rise and because other organisations improve the services they offer. Often the most important ideas about how to improve customer service come from people dealing directly with customers.

Your job involves delivering customer service. If your organisation has decided to make changes, it is your job to support them and to present them positively to your customers. Also, by listening to customer comments you may have your own ideas about how the service you deliver could be improved.

This unit is all about how you provide support for changes that your organisation has introduced. In addition, it covers how you present your own ideas for improvements to someone in your organisation who can authorise trying out the change.

Key words and phrases for this unit

communicate changes positively

customer service improvements

customer feedback

collect information

use feedback

present possibilities for change

improve service

share ideas

implement changes

monitor change

Page 204: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

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Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

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ng a

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QF

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Issu

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ited

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2

202

What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 H

ow c

usto

mer

exp

erie

nce

is inf

luen

ced

by t

he w

ay s

ervi

ce is

delive

red.

2 H

ow c

usto

mer

fee

dbac

k is

obt

aine

d.

3 H

ow t

o w

ork

wit

h ot

hers

to

iden

tify

and

sup

port

cha

nge

in t

he w

ay s

ervi

ce is

delive

red.

4 W

hy it

is im

port

ant

to g

ive

a po

siti

ve im

pres

sion

to

your

cus

tom

er a

bout

the

cha

nges

mad

e by

you

r or

gani

sati

on e

ven

if y

ou d

isag

ree

wit

h th

em.

Page 205: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

203

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 206: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

204

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 207: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

205

Elem

ent

1:

Use

fee

dbac

k to

iden

tify

pot

enti

al c

ust

omer

ser

vice

im

pro

vem

ents

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 G

athe

r in

form

al f

eedb

ack

from

you

r cu

stom

ers.

U

se c

usto

mer

fee

dbac

k pr

oced

ures

to

collec

t in

form

atio

n fr

om y

our

cust

omer

s.

2 U

se t

he inf

orm

atio

n fr

om y

our

cust

omer

s to

de

velo

p a

bett

er u

nder

stan

ding

of

thei

r cu

stom

er

serv

ice

expe

rien

ce.

3 Id

enti

fy w

ays

the

serv

ice

you

give

cou

ld b

e im

prov

ed b

ased

on

info

rmat

ion

you

have

gat

here

d.

4 Sh

are

your

ide

as f

or im

prov

ing

cust

omer

ser

vice

w

ith

collea

gues

.

Page 208: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

206

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 209: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

207

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

208

Elem

ent

2:

Imple

men

t ch

ange

s in

cust

omer

ser

vice

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Id

enti

fy a

pos

sibl

e ch

ange

tha

t co

uld

be m

ade

to

impr

ove

cust

omer

ser

vice

.

2 Pr

esen

t yo

ur ide

a fo

r im

prov

ing

cust

omer

ser

vice

to

a c

olle

ague

wit

h th

e ap

prop

riat

e au

thor

ity

to

appr

ove

the

chan

ge.

3 Car

ry o

ut c

hang

es t

o cu

stom

er s

ervi

ce p

roce

dure

s ba

sed

on y

our

own

idea

or

prop

osed

by

your

or

gani

sati

on.

4 Ke

ep y

our

cust

omer

s in

form

ed o

f ch

ange

s to

cu

stom

er s

ervi

ce.

5 G

ive

cust

omer

s a

posi

tive

im

pres

sion

of

chan

ges

that

hav

e be

en m

ade.

6 W

ork

posi

tive

ly w

ith

othe

rs t

o su

ppor

t cu

stom

er

serv

ice

chan

ges.

Page 211: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

209

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

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UN

TS

EPW

= E

XPER

T W

ITN

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TES

TIM

ON

Y

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LUM

N

KEY

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S =

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TC

OM

E FR

OM

SIM

ULA

TIO

N,

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ERE

PER

MIT

TED

BY

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E A

SSES

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T

STR

AT

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VID

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G

Page 212: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

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2

210

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 213: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

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ears

on E

duca

tion

Lim

ited

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2

211

Elem

ent

3:

Ass

ist

wit

h t

he

eval

uat

ion o

f ch

ange

s in

cust

omer

ser

vice

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 D

iscu

ss w

ith

othe

rs h

ow c

hang

es t

o cu

stom

er

serv

ice

are

wor

king

.

2 W

ork

wit

h ot

hers

to

iden

tify

any

neg

ativ

e ef

fect

s of

cha

nges

and

how

the

se c

an b

e av

oide

d

Page 214: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

212

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

Page 215: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

213

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 216: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SV029859 — Candidate Logbook — — Edexcel SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012January 2012 © Pearson Education Limited (Edexcel) 2012

214

Page 217: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

215

Unit 14 Work with others to improve customer service

Unit code: F8

Unit credit: 8

Unit level: 6

Introduction

What this unit is about

Teamwork is a key component of delivering and improving excellent customer service. The people you work with to improve customer service may include one or more of the following: team members; colleagues; suppliers; service partners; supervisors; managers; team leaders.

The delivery of excellent customer service depends on your skills and those of others. It involves communicating with each other and agreeing how you can work together to give a more effective service. You need to work together positively. You must also monitor your own and the team’s performance and change the way you do things if that improves customer service.

This unit is all about how you develop a relationship with others to improve your customer service performance.

Key words and phrases for this unit

work with others

improve customer service

contribute ideas

co-operate with others

keep commitments

monitor own performance

monitor joint performance

Page 218: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

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Can

dida

te L

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ok —

SVQ

2 in

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m L

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ng a

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QF

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Issu

e 1

— J

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ry 2

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ears

on E

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tion

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ited

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What

you

must

know

and u

nder

stan

d

To

achi

eve

this

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r kn

owle

dge

and

unde

rsta

ndin

g fo

r ea

ch s

tand

ard.

Kn

ow

led

ge a

nd

un

ders

tan

din

g

Typ

e o

f evid

en

ce

Date

Gen

era

l kn

ow

led

ge a

nd

un

ders

tan

din

g

1 W

ho e

lse

is inv

olve

d ei

ther

dir

ectl

y or

ind

irec

tly

in t

he d

eliv

ery

of c

usto

mer

ser

vice

.

2 The

rol

es a

nd r

espo

nsib

ilit

ies

of o

ther

s in

you

r or

gani

sati

on.

3 The

rol

es o

f ot

hers

out

side

you

r or

gani

sati

on w

ho h

ave

an im

pact

on

your

ser

vice

s or

pro

duct

s.

4 W

hat

the

goal

s or

tar

gets

of

your

org

anis

atio

n ar

e in

rel

atio

n to

cus

tom

er s

ervi

ce a

nd h

ow t

hese

ar

e se

t.

5

How

you

r or

gani

sati

on ide

ntif

ies

impr

ovem

ents

in

cust

omer

ser

vice

.

Page 219: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

217

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

IES

P =

PR

OD

UC

TS

OF T

HE

LEA

RN

ER’S

WO

RK

WT

= A

UT

HEN

TIC

ST

AT

EMEN

TS/

WIT

NES

S T

EST

IMO

NY

RA

= P

ERSO

NA

L ST

AT

EMEN

TS

AN

D/O

R R

EFLE

CT

IVE

AC

CO

UN

TS

EPW

= E

XPER

T W

ITN

ESS

TES

TIM

ON

Y

CO

LUM

N

KEY

:

S =

OU

TC

OM

E FR

OM

SIM

ULA

TIO

N,

WH

ERE

PER

MIT

TED

BY

TH

E A

SSES

SMEN

T

STR

AT

EGY

RPL

= E

VID

ENC

E O

F R

ECO

GN

ITIO

N O

F P

RIO

R L

EAR

NIN

G

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SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

218

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Cou

nter

sign

ing

inte

rnal

ver

ifie

r (i

f ap

plic

able

):__

____

____

____

____

____

____

____

____

____

____

__

Dat

e:__

____

____

____

____

___

Page 221: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

219

Elem

ent

1:

Impro

ve c

ust

omer

ser

vice

by

wor

king

wit

h o

ther

s

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 Con

trib

ute

cons

truc

tive

ide

as f

or im

prov

ing

cust

omer

ser

vice

.

2 Id

enti

fy w

hat

you

have

to

do t

o im

prov

e cu

stom

er s

ervi

ce a

nd c

onfi

rm t

his

wit

h ot

hers

.

3 Agr

ee w

ith

othe

rs w

hat

they

hav

e to

do

to

impr

ove

cust

omer

ser

vice

.

4 Co-

oper

ate

wit

h ot

hers

to

impr

ove

cust

omer

se

rvic

e. K

eep

your

com

mit

men

ts m

ade

to

othe

rs.

5 M

ake

othe

rs a

war

e of

any

thin

g th

at m

ay a

ffec

t pl

ans

to im

prov

e cu

stom

er s

ervi

ce.

Page 222: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

220

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

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Page 223: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

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201

2

221

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

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men

ts o

f th

e N

atio

nal O

ccup

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nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

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nter

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ssor

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natu

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if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

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ate:

____

____

____

____

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_

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firm

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t th

e ca

ndid

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s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

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t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

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n.

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rnal

ver

ifie

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gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

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e:__

____

____

____

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Cou

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e:__

____

____

____

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Page 224: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

222

Elem

ent

2:

Mon

itor

you

r ow

n p

erfo

rman

ce w

hen

im

pro

ving

cust

omer

ser

vice

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

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R

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Date

Typ

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f evid

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Po

rtfo

lio

R

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Date

To

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t th

e na

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ard

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t:

1 D

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rs h

ow w

hat

you

do a

ffec

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ser

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per

form

ance

.

2 Id

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he w

ay y

ou w

ork

wit

h ot

hers

co

ntri

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war

ds im

prov

ing

cust

omer

se

rvic

e.

Page 225: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

223

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

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NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

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RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

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MEN

T,

PR

OJE

CT/C

ASE

ST

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IES

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PR

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OF T

HE

LEA

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ST

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Page 226: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

224

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

sign

ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

he s

tand

ards

spe

cifi

ed f

or t

his

Uni

t an

d m

ay b

e pr

esen

ted

for

exte

rnal

ver

ific

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n.

Inte

rnal

ver

ifie

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ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

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____

____

____

____

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____

____

____

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Page 227: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

225

Elem

ent

3:

Mon

itor

joi

nt

per

form

ance

when

im

pro

ving

cust

omer

ser

vice

What

you

must

do

To

achi

eve

this

ele

men

t of

the

uni

t yo

u m

ust

give

suf

fici

ent

evid

ence

to

dem

onst

rate

you

r co

mpe

tenc

e fo

r ea

ch s

tand

ard.

Beh

avio

urs

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

Typ

e o

f evid

en

ce

Po

rtfo

lio

R

efe

ren

ce

Date

To

mee

t th

e na

tion

al s

tand

ard

you

mus

t:

1 D

iscu

ss w

ith

othe

rs h

ow t

eam

wor

k af

fect

s cu

stom

er s

ervi

ce p

erfo

rman

ce.

2 Id

enti

fy w

ith

othe

rs h

ow c

usto

mer

ser

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te

amw

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d be

im

prov

ed.

Page 228: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

226

Addit

ional

evi

den

ce (

if a

pplica

ble

):

O =

DIR

ECT

OBSE

RV

AT

ION

OF T

HE

LEA

RN

ER’S

PER

FO

RM

AN

CE

BY

T

HEI

R A

SSES

SOR

PD

= P

RO

FES

SIO

NA

L D

ISC

USS

ION

Q&

A =

OU

TC

OM

ES F

RO

M O

RA

L O

R W

RIT

TEN

QU

EST

ION

ING

A =

ASS

IGN

MEN

T,

PR

OJE

CT/C

ASE

ST

UD

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P =

PR

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TS

OF T

HE

LEA

RN

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RK

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ST

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NA

L ST

AT

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D/O

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Page 229: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO

2985

9 —

Can

dida

te L

ogbo

ok —

SVQ

2 in

Tea

m L

eadi

ng a

t SC

QF

Leve

l 5

Issu

e 1

— J

anua

ry 2

012

© P

ears

on E

duca

tion

Lim

ited

201

2

227

I con

firm

tha

t th

e ev

iden

ce d

etai

led

in t

his

Uni

t is

my

own

wor

k an

d m

eets

the

req

uire

men

ts o

f th

e N

atio

nal O

ccup

atio

nal St

anda

rds.

Can

dida

te s

igna

ture

:___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate

has

achi

eved

all t

he r

equi

rem

ents

of

this

Uni

t.

Ass

esso

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

Cou

nter

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ing

asse

ssor

sig

natu

re (

if a

pplica

ble)

:___

____

____

____

____

____

____

____

____

____

____

D

ate:

____

____

____

____

____

_

I con

firm

tha

t th

e ca

ndid

ate’

s sa

mpl

ed w

ork

mee

ts t

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tand

ards

spe

cifi

ed f

or t

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Uni

t an

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ay b

e pr

esen

ted

for

exte

rnal

ver

ific

atio

n.

Inte

rnal

ver

ifie

r si

gnat

ure:

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

__

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____

____

____

____

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____

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____

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____

____

____

____

___

Page 230: SVQ - Edexcel · private sector. There are four mandatory units at this level covering resource management, leadership, working with colleagues and health and safety, together with

SVO29859 — Candidate Logbook — SVQ 2 in Team Leading at SCQF Level 5 —

Issue 1 — January 2012 © Pearson Education Limited 2012

228

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Publications Code SVO29859 January 2012 For more information on Edexcel and BTEC qualifications please visit our website: www.edexcel.com Pearson Education Limited. Registered in England and Wales No. 872828 Registered Office: Edinburgh Gate, Harlow, Essex CM20 2JE. VAT Reg No GB 278 537121