Client Report

Form 6S Advanced Leadership, Management & Business

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Contact Details

Please provide the name of the client
Please provide your name
Please provide your Position or Title
Years & Months you have known the client
Category (employer, supervisor, peer, specialist etc)
Workplace Name
Workplace Address
Please provide a contact number
Please provide your email *
Please re-type your email *

Instructions - General Use

This form is used to confirm what you, the client, “can” do. This form covers a number of workplace standards of performance. These standards represent the correct application of certain skills and knowledge within the workplace in order to gain a successful outcome.


This form covers both the Advanced Diploma of Leadership & Management and the Advanced Diploma of Business. Many of the units for these outcomes are shared which leaves more units in this form then are required for a single outcome. The first area below regarding organisational finance is only an elective unit for the former and a core unit for the latter. We are able to offer assessment activities for gaps in this or other areas with no additional charge as long as the the majority of the entire qualification is through the recognition of prior learning. 


PLEASE NOTE:
YES means that you can do that certain thing.
NO means that you cannot do that certain thing OR you are unsure if you can.
Each standard will provide an opportunity for comment.

For Self Evaluations


If you are using this as a self-evaluation form you can skip the "Optional Comments" box unless you feel the need for additional information where you are unsure of a YES or NO response (i.e. Unassigned).

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Manage organisational finances

Has the skills and knowledge required to undertake budgeting, financial forecasting and reporting.

Part A

Optional Comments

Part B

Prepare for financial management
Unassigned
Yes
No
Establish budgets and allocate funds
Unassigned
Yes
No
Report on finances
Unassigned
Yes
No

Develop organisational strategies

Has the skills and knowledge required to establish the strategic direction of the organisation, sustain competitive advantage and enhance competitiveness.

Part A

Optional Comments

Part B

Confirm vision and mission of the organisation
Unassigned
Yes
No
Analyse internal and external environment
Unassigned
Yes
No
Develop strategic organisational plan
Unassigned
Yes
No
Implement strategic organisational plan
Unassigned
Yes
No

Develop and implement business plans

Has the skills and knowledge required to lead a business operation that covers the steps required to develop and implement business plans.

Part A

Optional Comments

Part B

Establish business plan
Unassigned
Yes
No
Implement business plan
Unassigned
Yes
No
Respond to performance data
Unassigned
Yes
No

Develop marketing plans

Has the skills and knowledge required to research, develop and present marketing plans for an organisation.

Part A

Optional Comments

Part B

Prepare to write marketing plan
Unassigned
Yes
No
Write marketing plan
Unassigned
Yes
No
Finalise marketing plan
Unassigned
Yes
No
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Lead and manage organisational change

Has the skills and knowledge required to lead and manage organisational change.

Part A

Optional Comments

Part B

Develop change management strategy
Unassigned
Yes
No
Implement change management strategy
Unassigned
Yes
No
Evaluate change management strategy
Unassigned
Yes
No

Provide leadership across the organisation

Has the skills and knowledge required to demonstrate senior leadership behaviour and personal and professional competence. Business ethics are also addressed in this unit.

Part A

Optional Comments

Part B

Communicate organisational mission and goals
Unassigned
Yes
No
Influence groups and individuals
Unassigned
Yes
No
Build and support teams
Unassigned
Yes
No
Demonstrate personal and professional competence
Unassigned
Yes
No

Manage knowledge and information

Has the skills and knowledge required to develop and maintain information and data systems to support decision making, and to optimise the use of knowledge and learning throughout the organisation.

Part A

Optional Comments

Part B

Collect relevant business information
Unassigned
Yes
No
Analyse information and knowledge
Unassigned
Yes
No
Decide rectification for business issues
Unassigned
Yes
No
Distribute information to the organisation
Unassigned
Yes
No

Apply critical thinking for complex problem solving

Has the skills and knowledge required to apply critical thinking in order to develop solutions to complex issues arising in the workplace.

Part A

Optional Comments

Part B

Scope problem solving process
Unassigned
Yes
No
Lead solution development process
Unassigned
Yes
No
Refine solution for implementation
Unassigned
Yes
No
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Lead corporate social responsibility

Has the skills and knowledge required to consult with stakeholders to develop, implement and evaluate corporate social responsibility policy in an organisation.

Part A

Optional Comments

Part B

Identify context for corporate social responsibility
Unassigned
Yes
No
Establish corporate social responsibility policy
Unassigned
Yes
No
Monitor and evaluate corporate social responsibility
Unassigned
Yes
No

Review organisational digital strategy

Has the skills and knowledge required to review an organisation’s digital strategy and assess whether it is fulfilling its objectives according to relevant performance indicators.

Part A

Optional Comments

Part B

Develop plan for review of digital strategy
Unassigned
Yes
No
Collect review information
Unassigned
Yes
No
Analyse the collected information
Unassigned
Yes
No
Determine review findings and outcomes
Unassigned
Yes
No
Document and distribute outcomes and recommendations of review
Unassigned
Yes
No

Apply legal principles in intellectual property law matters

Has the skills and knowledge required to apply legal principles in intellectual property law matters. It covers maintaining control over the copyright owner’s work, commercialising copyright material, preventing the unauthorised use of an original work and using other party’s original work legitimately.

Part A

Optional Comments

Part B

Prepare to apply principles of intellectual property
Unassigned
Yes
No
Employ principles of intellectual property
Unassigned
Yes
No
Finalise application of intellectual property principles
Unassigned
Yes
No

Manage innovation and continuous improvement

Has the skills and knowledge required to sustain and develop an environment in which continuous improvement, innovation and learning are promoted and rewarded.

Part A

Optional Comments

Part B

Establish ways of working within team
Unassigned
Yes
No
Identify improvements
Unassigned
Yes
No
Implement innovative processes
Unassigned
Yes
No
Develop workplace culture and tools for continuous improvement, innovation and learning
Unassigned
Yes
No

Monitor corporate governance activities

Has the skills and knowledge required to develop and implement procedures to ensure the organisation meets its corporate governance obligations.

Part A

Optional Comments

Part B

Plan corporate governance activities
Unassigned
Yes
No
Monitor performance of corporate governance activities
Unassigned
Yes
No
Review corporate governance activities
Unassigned
Yes
No
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