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© 2015 SFEDI Awards Page 1 of 62 Level 6 Diploma in Supply Chain and Operations Strategy Regulator Ofqual Qualification Reference Number 601/8799/2 Qualification Start Date 1 May 2016 Last Date for Registration 30 April 2021 Available Age Ranges Total Qualification Time 400 hours Guided Learning 40 hours Pre-16 x 16-18 x 19+ P

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Page 1: Level 6 Diploma in Supply Chain and Operations Strategysfediawards.com/media/Level-6-Diploma-in-Supply-Chain... · 2019. 2. 26. · Level 6 Diploma in Supply Chain and Operations

©2015SFEDIAwards Page1of62

Level6DiplomainSupplyChainandOperationsStrategy

Regulator Ofqual

QualificationReferenceNumber 601/8799/2

QualificationStartDate 1May2016

LastDateforRegistration 30April2021

AvailableAgeRanges

TotalQualificationTime 400hours

GuidedLearning 40hours

Pre-16 x

16-18 x

19+ P

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Copyright©2016SFEDIEnterprisesLtdAllrightsreserved.Thisbookoranyportionthereofmaynotbereproducedorusedinanymannerwhatsoeverwithouttheexpresswrittenpermissionofthepublisher(addressbelow).ApprovedSFEDIAwardscentresandlearnersundertakingaSFEDIAwardsqualificationmayphotocopythisdocumentfreeofchargeand/orincludeaPDFversiononitsintranetwhereitisonlydonesoforthepurposesoftheapproveddeliveryofthisqualification.SFEDIEnterprisesLtdt/aSFEDIAwards53ConiscliffeRoadDarlingtonCountyDurhamDL37EHwww.sfedigroup.comEveryefforthasbeenmadetoensurethattheinformationcontainedinthispublicationistrueandaccurateatthetimeofpublication.However,SFEDIEnterprisest/aSFEDIAwardsstrivestocontinuallydevelopandimproveourqualificationsand,assuch,theremaybeoccassionswherechangesarerequired.SFEDIEnterprisest/aSFEDIAwardsdoesnotacceptliabilityforanylossordamagearisingfromtheuseoftheinformationcontainedwithinthispublication.

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ContentsAboutThisQualification.........................................................................................................................................5AboutSFEDIAwards...............................................................................................................................................7

CustomerFeedback........................................................................................................................................7TheRegulatedQualificationsFramework(RQF)....................................................................................................8

QualificationLevel..........................................................................................................................................8QualificationSize............................................................................................................................................8TotalQualificationTime(TQT).......................................................................................................................8

WhatDoesSFEDIAwardsExpect?.........................................................................................................................9LearnerRegistrationandCertification...........................................................................................................9

HowWeMonitorQualificationDelivery..............................................................................................................10DirectClaimsStatus(DCS)............................................................................................................................10InternalQualityAssurance...........................................................................................................................10Delivery/Assessment....................................................................................................................................11Delivery/Assessment/QualityAssuranceStaffRequirements......................................................................11

AssessmentMethods...........................................................................................................................................12InitialAssessment.........................................................................................................................................12MandatoryAssessmentMethods................................................................................................................12ExpertWitness/WitnessTestimony.............................................................................................................12Observation .............................................................................................................................................12ProductEvidence..........................................................................................................................................12ProfessionalDiscussion................................................................................................................................13RecognitionofPriorLearning.......................................................................................................................13Simulation .............................................................................................................................................13AuthenticationofLearnerEvidence.............................................................................................................13Feedback .............................................................................................................................................14DataProtectionandConfidentiality.............................................................................................................14ProtectionofMinorsinEvidenceCollection................................................................................................14

UnitStructure......................................................................................................................................................15QualificationUnitDetails.....................................................................................................................................16

Y/508/4118 StrategicManagementPrinciples........................................................................................17D/508/4119 StrategicBusinessPlanninginSupplyChainManagementOperations..............................19J/508/4163 AdvancedManufacturingTechnologies..............................................................................21A/508/4161 QualityManagement...........................................................................................................23F/508/4162 GlobalProcurementintheSupplyChain............................................................................25D/508/4167 MaritimeOperationsManagement....................................................................................27D/508/4170 BusinessResearch...............................................................................................................29M/508/4156 LeadershipandEnterprise...................................................................................................31Y/508/4166 PrinciplesofMarketing.......................................................................................................34H/508/4171 EntrepreneurshipinBusiness..............................................................................................36K/508/4172 CorporateFinance...............................................................................................................38L/508/4164 GlobalCulturalAwareness..................................................................................................42D/508/4153 GlobalBusinessEnvironment..............................................................................................44K/508/4169 OperationalPlanninginaSupplyChain..............................................................................46R/508/4165 ChangeManagement..........................................................................................................48Annex .............................................................................................................................................50

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LearnerRegistrationForm............................................................................................................................51AssessmentPlan...........................................................................................................................................52AssessmentReport.......................................................................................................................................53WitnessTestimonyReport...........................................................................................................................55EvidenceMatrixRecord...............................................................................................................................57SummativeStatement..................................................................................................................................58LearnerStatement.......................................................................................................................................58AssessorStatement......................................................................................................................................58InternalQualityAssuranceSamplingReport................................................................................................59LearnerInterviewRecord.............................................................................................................................61

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AboutThisQualification

Thisqualificationisdesignedtogivelearnersanunderstandingoftheworkingsofsupplychainsandtheprocessesinvolvedinitsoperation.Therearenoformalentryrequirementshowever,inordertobenefitfromundertakingthequalificationlearnersshouldpossesscommunicationskillssufficienttoallowthemtoaddresstheassessmentrequirements.AssessmentshouldbethroughtheproductionofaportfolioofevidencepresentedforassessmentbyasuitablyqualifiedAssessor.Mandatoryassessmentmethods,whereapplicable,canbeseenwithintheindividualunitdetails.Thosewhoundertakethisqualificationmaywishtoundertakefurtherqualificationsatahigherlevelinordertofurtherdeveloptheirknowledgeandskillswithinthewarehousingindustry.

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QualificationOverview

QualificationStructure1unitfromGroupAand30creditsfromGroupAorGroupB

AssessorQualificationRequired(pleasecheckdetailsofappropriateAssessorqualificationslaterwithinthisdocument)

No

IQAQualificationRequired(pleasecheckdetailsofappropriateIQAqualificationslaterwithinthisdocument)

No

UnitTitle ReferenceNumber

Mandatory/Optional

UnitLevel

CreditValue

GuidedLearning(hours)

StrategicManagementPrinciples Y/508/4118 GroupA 6 10 10

StrategicBusinessPlanninginSupplyChainManagementOperations D/508/4119 GroupA 6 10 10

AdvancedManufacturingTechnologies J/508/4163 GroupA 6 10 10

QualityManagement A/508/4161 GroupA 6 10 10

GlobalProcurementintheSupplyChain F/508/4162 GroupA 6 10 10

MaritimeOperationsManagement D/508/4167 GroupA 6 10 10

BusinessResearch D/508/4170 GroupB 6 10 10

LeadershipandEnterprise M/508/4156 GroupB 6 10 10

PrinciplesofMarketing Y/508/4166 GroupB 6 10 10

EntrepreneurshipinBusiness H/508/4171 GroupB 6 10 10

CorporateFinance K/508/4172 GroupB 6 10 10

GlobalCulturalAwareness L/508/4164 GroupB 6 10 10

GlobalBusinessEnvironment D/508/4153 GroupB 6 10 10

OperatingPlanninginaSupplyChain K/508/4169 GroupB 6 10 10

ChangeManagement R/508/4165 GroupB 6 10 10

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AboutSFEDIAwardsSFEDIAwardswasfoundedin2007creatingthefirstdedicatedAwardingOrganisationspecialisinginbusinessenterpriseandbusinesssupport,astandingstillenjoyedtothisdaywithintheUK.OurqualificationsarebuiltontheextensiveresearchthatunderpinstheSFEDI®NationalOccupationalStandardsandtheexpertiseoftheInstituteofEnterpriseandEntrepreneurs,theUK'sonlyprofessionalInstitutededicatedtoenterprise.Withourqualificationshavingbeendesignedtobeflexibletomeetthewiderangeofdemandwithinenterpriselearning,werecognisetheneedsofindustrytodevelopenterprisingandentrepreneurialindividualstosupportthesustainabilityandgrowthofbusinessandthewidercommunity.AstheonlydedicatedUKAwardingOrganisation,SFEDIAwardsdesignsanddevelopsarangeofbespokebusinessenterpriseandbusinesssupportqualificationsthataredeliveredthroughmembersofourbothUKbasedandinternationaldeliverynetwork.Withinthiswealsodevelopandpublishbestpracticematerialsandresourcestosupportthedeliveryofourqualificationstoahighstandardtoensurethatlearnersgainalltheyrequirewheneitherstartingorprogressingtheirenterprisejourney.

CustomerFeedbackWearealwayskeentounderstandlearnersandcentresthoughtsonthecontentofallaspectsofourqualificationsandwelcomefeedback.Thiscanbedonebyemailingusatcustomerservices@sfediawards.comandindicateintheheaderfield,‘CustomerFeedback’.

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TheRegulatedQualificationsFramework(RQF)TheRegulatedQualificationsFramework(RQF)isthevehicleforregulatingqualificationswithinEnglandandvocationalqualificationswithinNorthernIreland.Theframeworkprovidesasingle,simplesystemforcataloguingallqualificationsregulatedbyOfqualbybothlevelandsize.QualificationsontheRegulatedQualificationsFramework(RQF)havebothalevelandasizeallocatedtotheminordertosupportindividualsinmakinganinformedchoiceaboutthemostappropriatequalificationforthem.EachRQFqualificationtitlecontainsthefollowing:ü Thelevelofthequalification(fromentryleveltoLevel8)ü Thesizeofthequalification(Award/Certificate/Diploma)ü DetailsindicatingthecontentofthequalificationEachqualificationhasapublishedstructuresettingoutwhatmustbeachievedbyanindividualinordertodemonstratetheirknowledgeandskillsinordertomeettherequiredstandardaspartofthedeliveryandcertificationprocess.

QualificationLevelThelevelofaqualificationrelatestothecomplexityanddifficultyassociatedwiththedevelopmentoftheknowledgeandskillsofaparticularsubject.QualificationlevelsstartatEntryLevelandthenprogressfromLevel1throughtoLevel8

QualificationSizeThesizeofaqualificationisanindicationofthetotalamountoftimeaqualificationwilltaketocompleteindicatedusingthetermTotalQualificationTime(TQT)QualificationsizesareexpressedusingthetermsAward,CertificateorDiploma

TotalQualificationTime(TQT)TotalQualificationTime(TQT)providesaguideoftheaveragetimeittakestocompleteaqualificationbrokendownintotwotypesofactivity:ü GuidedLearning(GL)-madeupofactivitiescompletedbythelearnerunderthedirectinstructionorsupervision

ofalecturer,supervisorortutorwhetherthroughphysicalpresenceorelectronicmeansprovidedasameasurementoftimeinhours

ü TotalQualificationTime(TQT)-madeupoftheGuidedLearning(GL)plusallothertimetakeninpreparation,studyoranyotherformofparticipationineducationortrainingbutnotunderthedirectsupervisionofalecturer,supervisorortutorprovidedasameasurementoftimeinhours

TQTisanewsystemusedbytheRegulatorandwillbephasedinupto31December2017.

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WhatDoesSFEDIAwardsExpect?ToofferthisqualificationanorganisationisrequiredtoholdSFEDIAwardscentrestatusandalsoapplyforqualificationapproval.ThelatestinformationontheSFEDIAwardswebsitecanbeviewedbyclickinghere.AsweoperateasaregulatedAwardingOrganisationweholdhighregardtothestandardsofprofessionalserviceweprovidetocentresand,inturn,theservicecentresdelivertotheirlearners.Tosupportthisweoperateanumberofpoliciesandprocedurestoensurethatwealwaysoperateinafairandopenmanner.PublishedontheSFEDIAwardswebsitearepoliciesandprocedurescoveringthefollowingareas:

ü Appealsü Complaintsü ContinuousProfessionalDevelopment(CPD)ü CustomerServicePolicyü DirectClaimsStatusü EqualOpportunitiesü Invoicingü QualificationTitlinginMarketingandLogoUsageü MalpracticeandMaladministrationü Privacyü QualityBulletinsü ReasonableAdjustmentsü RecognisedPriorLearningü RegistrationandCertificationü RetentionofRecordsü Whistleblowing

Wearecontinuallyupdatingthepoliciesandproceduresavailabletoviewthroughthewebsitesopleasekeepcheckingbacktomakesureyouhavethelatestinformationavailable.Youcanseethelatestversionsofallofthesepoliciesbyclickinghere.

LearnerRegistrationandCertificationOuronlineregistrationandcertificationsystem,Registr8,allowsyoutoprocessinformationefficientlyandquickly.Youcanregisterandcertificatelearners,producereports,retrieveandviewcustomerinformationandalsoaccessinvoicesandmonitoringreports.LearnersshouldberegisteredwithSFEDIAwardswithin4weeksofcommencingtheprogrammeorqualification.ItistheresponsibilityofthecentretoobtainaUniqueLearnerNumber(ULN),fromtheLearnerRecordsService,andaccuratelyenterthisintotheRegistr8systeminorderthatlearnerachievementscanberecordedontheirPersonalLearningRecord(PLR).SFEDIAwardscentresmustusetheRegistr8systemtoindicatewherealearnerhassuccessfullycompletedthequalificationand/orunitswithinit.WhereacentreholdsDirectClaimsStatus(DCS)certificateswillbeissued,wherethisisnotthecaseanExternalQualityAssurerwillcontactthecentretoarrangesampling.

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HowWeMonitorQualificationDeliveryWeprideourselvesinthecontinuedqualityofthedeliveryofourqualificationsthroughourdeliverynetworkandinordertoensurethatthisismaintainedweconductbothfolderandsystemsmonitoringactivities.WeprovidetwomonitoringactivityreviewsperyearwhereamemberofourMonitoringTeamwillreviewyourorganisation’sactivitiesinordertoprovidefeedbackandsupportonyourqualificationdelivery.IfyouthinkyouneedavisitsimplycontactourCustomerServiceTeamoncustomerservices@sfediawards.comor08452245928andwewillbemorethanhappytodiscussyourrequirementswithyou.Youwillbeprovidedwithareportoncompletionofthemonitoringactivityfeedingbackonyourorganisation’scurrentperformanceagainsttheSFEDIAwardsCorePrinciplesandplanningactivitiestohelpsupportcontinuousimprovementandthesharingofbestpractice.Inordertoinformfuturemonitoringactivities,SFEDIAwardsmakesuseofariskratingsystemthatprovidesanorganisationwitharatingdeterminedbythefindingsofmonitoringactivities.SFEDIAwardsalsoconductsadditionalmonitoringactivitiesinordertoprovidesupportandensurethecontinuedqualityofthedeliveryofourqualificationsincluding:

ü CustomerSatisfactionSurveysü MysteryShoppingü QualificationConsultationsandReviewsü ThematicReviewsEachoftheseallowsustoensurethatthequalificationsweprovideandthewaytheyareprovidedcontinuestosupportthedevelopmentoftheenterpriseskillsagendaandatrulyentrepreneurialcommunity.

DirectClaimsStatus(DCS)WeoperateasystemcalledDirectClaimsStatus(DCS)providingyouwiththeabilitytocertificatelearners'achievementswithouttheneedforexternalmonitoringactivitytakingplacefirst.Itisawardedatqualificationlevelandnotcentrelevelandcanbeawardedandremoveddependentontheconsistency,qualityandintegrityofthequalificationdeliverywithinthecentre.WhereacentreholdsDCSamonitoringofficerfromSFEDIAwardswillsampleaselectionofthefoldersworkedonandcompletedsincethelastexternalmonitoringactivity.WhereacentredoesnotholdDCSforaqualificationitwillrequireanexternalmonitoringactivitytotakeplacepriortobeingabletogaincertificationforlearners.

InternalQualityAssuranceInternalQualityAssurancewillbecompletedbytheSFEDIAwardscentreandinvolvessamplingoflearners’documentsandassessmentdecisionstoensurestandardisationacrossDelivery/AssessmentstaffandconsistencyandfairnessofassessmentfollowingAwardingOrganisationrequirements.SFEDIAwardsprovidesqualityassurancedocumentationthatcanbeusedbythecentreforrecordingqualityassurancedecisions.Wehaveprovidedtemplateswhichcanbeusedwithintheannexofthisdocumentoralternativelythey,andothertemplates,canbeaccessedontheSFEDIAwardswebsite.Thesedocumentsareprovided

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forthecentretousebut,ifthecentrewishestodeveloptheirownrecordingmaterial,theminimumrequirementsmustbemettoensurequalityassurancepracticesarenotdisadvantaged.MinimumrequirementscanbeaccessedontheSFEDIAwardswebsite.

Delivery/AssessmentSFEDIAwardscentrestaffshouldworkwithlearnerstoensuretheyunderstandthenatureofthequalificationandassessmentapproach.Bothcentrestaffandthelearnershouldagreeatthebeginningoftheassessmentjourneyhowtheassessmentwillbeundertakenandwhateachcanexpectfromtheother,includingarrangingtimesanddatesforlearningandassessmentactivityandsupport.TheDelivery/Assessmentstaffwillfollowtheprinciplesofplan,judgeandfeedbackasdescribedwithinprofessionalstandards.SFEDIAwardsprovidesassessmentdocumentationthatcanbeusedbythecentreforrecordingtheplanning,judgingandfeedingbackofassessments.Wehaveprovidedtemplateswhichcanbeusedwithintheannexofthisdocumentoralternativelythey,andothertemplates,canbeaccessedontheSFEDIAwardswebsite.Thesedocumentsareprovidedforthecentretousebut,ifthecentrewishestodeveloptheirownrecordingmaterial,theminimumrequirementsmustbemettoensureassessmentpracticesarenotdisadvantaged.MinimumrequirementscanbeaccessedontheSFEDIAwardswebsite.

Delivery/Assessment/QualityAssuranceStaffRequirementsThereisnorequirementforDelivery/AssessmentorInternalQualityAssurancestafftoholdtheAssessmentorInternalQualityAssurancequalification.Itisrecommendedthat,asbestpractice,staffshouldbeworkingtowardstheseoralreadyachievedtheappropriatequalification.Ifthecentredecidestousenonequalifiedtutors/trainers/linemanagersforthedeliveryorqualityassuranceofaqualification,priorapprovalmustbesoughtfromSFEDIAwards.

Ifyouwishtoaccesspublicfundingforthedeliveryofqualifications,pleaserefertoyourfundingagencyfordeliverystaffqualificationrequirements.

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AssessmentMethodsThefollowingprovidesexamplesandexplanationsofthemostcommonformsofassessmentmethods.Othermethodscanbeusedbycentrestoenablelearnerstodemonstratetheymeetthestandardsasdetailedwithintheunits.

InitialAssessmentCentresshouldcompleteaninitialassessmentwithlearnerspriortothecommencementofthequalificationtoensurethatthesubjectmatterandlevelofthequalificationisthemostappropriatetomeettheirneeds.Thisinitialassessmentshouldalsoformpartoftheplanningprocesssothatthemostappropriatemethodsofassessmentarechosentosuitthelearnerandtheirlearningenvironmentwhilstalsomeetinganymandatoryassessmentmethodsthequalificationmaycontain.

MandatoryAssessmentMethodsSomeunitsmayrequiremandatoryformsofassessmenttobecompleted.SFEDIAwardswillmakenoteineachunitwhethermandatoryassessmentmethodsapply.Ifitstatesthattherearenomandatoryassessmentmethods,asuggestionofthetypesofassessmentsthatcouldbeusedwillbeprovided.

ExpertWitness/WitnessTestimonyTheseareprovidedbyexternalpeopleastheDelivery/Assessmentstaffcannotpossiblybepresentatalltimeswhenalearnercompletesataskthatcouldbeusedasevidence.Thetestimonywillbeexpectedtodetailwhoandwhattheactivityentailedandwheretheactivitytookplace.Atemplateforthecollectionofawitnesstestimonyhasbeenprovidedlaterwithinthisdocument.

ObservationThisisarecordedreportofanobservedactivitytoshowwhoandwhattheactivityentailedandwheretheactivitytookplace.ItisnormallyrecordedbytheDelivery/Assessmentstaffandshouldbeplannedfor.Onoccasionstheopportunitymayariseforanaturallyoccurringobservationbutthismustnotbeseenascommonpractice.Atemplateforthecollectionofanobservationhasbeenprovidedlaterwithinthisdocument.

ProductEvidenceThisisaworkproduct,forexamplealetterorresearch,thathasbeenproducedwhichcansupporttheevidencingofperformance.Whenusingthisformofevidenceitisimportanttoensurethatconfidentialityisadheredtoandnoinformationisprovidedthatmaycompromisethis.Itmaybeappropriatetoreferencethelocationofproductevidencewithinaprofessionaldiscussionsothat,ifthequalityassurerwishestoviewit,thentheycanrequestacopy.Atemplateforthecollectionofproductevidencehasbeenprovidedlaterwithinthisdocument.

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ProfessionalDiscussionThisisarecordedreportofadiscussionbetweenthelearnerandtheDelivery/Assessmentstaffandshouldgiverealexamples,wherepossible,ofactivitycompleted.ItisnormallyrecordedbytheDelivery/Assessmentstaffandshouldbeplannedfor.AProfessionalDiscussionisnotaquestionandanswerssessionandshouldbeledbythelearner.Atemplateforthecollectionofaprofessionaldiscussionhasbeenprovidedlaterwithinthisdocument.

RecognitionofPriorLearningPriorLearningcanformpartoftheassessmentprocesswherethelearnerisabletodemonstratethattheymeettheassessmentrequirementsforaunitthroughknowledge,understandingorskillsthattheyalreadypossess.Inthisinstancethelearnermustprovideevidencetoshowthattheassessmentcriteriahavebeenmet.TheAssessorwillmakeaprofessionaljudgementabouttheevidencepresented,whichcouldbeinavarietyofforms,including,astatementorprofessionaldiscussiontoexplainwhatprioractivityhastakenplaceandhowthislinkstothestandardstobeachieved.TheassessmentprocessforRecognitionofPriorLearningshouldberigorous,reliableandfair.ForfulldetailsofhowrecognitionofpriorlearningcanbeusedwithinSFEDIAwardsqualificationspleaseseetheSFEDIAwardswebsite.

SimulationInexceptionalcircumstancesevidencefromsimulationcanbeusedtocomplementtheprimaryevidencedrawnfrombusinessenterpriseactivities.Simulationshouldonlyoccurwhere:ü Thecandidatewouldotherwisebeprecludedfromprovidingthenecessaryevidencefordemonstratingtheymet

therequirementsofthestandardsbecauseofthenatureoftheirbusinessorbusinessidea

Simulatedactivitiesshouldmatchascloselyaspossiblethosethatoccurinarealbusinessenvironment.Thisisparticularlyimportantwheretheseactivitiesandtheiroutcomesarebeingassessedtoprovideevidencetodemonstratethecandidateismeetingtherequirementsofthestandards.Ifsimulationistobeused,prioragreementastothearrangementsmustbesoughtfromSFEDIAwardspriortotheassessmenttakingplace.

Activitiesshouldtakeplaceinarealisticworkingenvironmentthat:

ü Isbasedonbusinessenterpriseactivities,events,challengesandmarketsü Includesacomprehensiverangeofdemands,activities,constraintsandchallengestypicalofthosethatwouldbe

metinrealabusinessenterpriseü Givescandidatesaccesstofacilities,adviceandsupportthatwouldbenormalforthebusinessenterprise

activity,eventortypeofchallengerepresentedü Placescandidatesunderpressuresoftime,resourcesandaccesstosupportthatwouldbenormalinabusiness

enterpriseü Isorganisedandmanagedaswouldarealbusinessenterprisesituationü Issubjecttonormalworkplacecontrolsregardinghealthandsafety,equalopportunities,andcodesofconduct

AuthenticationofLearnerEvidence

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CentresmusthaveknowledgeandcertaintythatallassessmentsundertakenareentirelytheworkofthelearnerbeingassessedandastatementofauthenticitysignedbythelearnerandAssessormustbepresentwithintheportfolio.Atemplatetorecordthisstatementhasbeenprovidedlaterwithinthisdocument.

FeedbackFeedbackmustbeprovidedtothelearnerforeachassessmentcarriedoutandrecordedontheassessmentdocumentationandshouldfeedintobothassessmentplanningandthecompletionofprogressreviews.Thefeedbackshouldprovidethelearnerwithinformationrelatingto:ü Whethertheplannedassessmenthasbeencompletedü Thequalityoftheassessmentcompletedü Whathasbeencoveredwithinthestandardsü WhatisrequiredtobecompletedtomovethequalificationforwardTemplatestosupporttheplanningandfeedbackfunctionshavebeenprovidedlaterwithinthisdocument.

DataProtectionandConfidentialityManyofthepotentialassessmentmethodsthatcouldbeusedinordertosupportthedeliveryofaqualificationmayleadtotheinadvertentcollectionofdataandconfidentialinformation,forexamplewhereapieceofproductevidencehasbeengathered.Intheseinstancesboththelearnerandthecentreshouldtakeallreasonablestepstoensurethatdataprotectionandconfidentialitylegislationandpoliciesarefollowedanddatathatshouldnotbereleasedwithinthepublicdomainisprotected.

ProtectionofMinorsinEvidenceCollectionWherevideoorphotographyisusedinordertocollectevidenceforthecompletionofaqualification,careshouldbetakenwhereminors(thoseunder18)areincludedwithin.Boththelearnerandthecentrehaveresponsibilityforensuringchildprotectionlegislationandpoliciesarefollowedandthatminorsarenotputatrisk.Ifaminorisincludedwithinvideoand/orphotographicevidenceitistheresponsibilityofthecentretoinformthelearnerof:ü Therequirementtoobtainthepermissionfromtheminor’sparentorguardianpriortocollectingtheevidenceü Thepurposeoftherestrictionsthatareinplacewhenmakinguseofvideoand/orphotographicevidenceü Therequirementtoretainevidenceforthepurposeofqualityassuranceandthetimeframethatevidencewillbe

retainedü Therequirementtostorevideoand/orphotographicevidencesecurelyü Theassociatedchildprotectionlegislation

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UnitStructureThefollowingdemonstratesthestructureofunitswithinSFEDIAwardsqualifications:UnitReferenceNumber UnitTitleUnitStatus ThiswillshowwhethertheunitismandatoryoroptionalUnitLevel LevelallocatedtotheunitontheRQFunitdatabankCreditValue CreditvalueassignedtotheunitGuidedLearning Learninghoursrequiredtocompletetheunitundertheguidanceofalecturer,

supervisorortutorwhetherthroughphysicalpresenceorelectronicmeansUnitOverviewandMainOutcomesThiswillprovideyouwiththerationalefortheunitandtheknowledgeandskillsthelearnerwilldevelopbyundertakingtheunit.AssessmentandGradingofThisUnitThiswillprovideyouwiththegradingstructurefortheunitandalsowilllistthemandatoryand/orsuggestedassessmentmethodsforuseinthecompletionoftheunit.

UnitContentThiswillprovideyouwiththelearningoutcomesandassessmentcriteriathatthelearnermustprovideevidenceforinordertocompletetheunit.

LearningOutcome-Thelearnerwill: AssessmentCriterion-Thelearnercan:

Thisshowswhatthelearnerneedstoknow,understandordo

Thissetsoutthecriteriathelearnermustmeetandprovideevidenceagainstinordertocompletetheunit

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QualificationUnitDetailsThispageisleftintentionallyblankThefollowingpagescontaintheunitsthatarecontainedwithinthisqualification

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Y/508/4118 StrategicManagementPrinciples

UnitStatus GroupAUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandtheconceptofstrategicmanagement

Explaintheconcept,principlesandkeyelementsofstrategicmanagement

Criticallyanalysetheroleofvalues,visionandmissionstatementsinanorganisation

Explainhowexternalandinternalfactorsinfluencestrategyformulationwithinanorganisation

LO2 AC2.1 AC2.2 AC2.3

Understandhowtoformulateorganisationalstrategy

Differentiatebetweenbusinessandcorporatestrategy

Assesstheroleofbusinessstrategyinachievingcompetitiveadvantage

Describehowmarketsinfluencestrategyformulation

LO3 AC3.1 AC3.2

Understandthestrategiceffectsofanorganisationalplan

Explaintheeffectsofanorganisationalplanonanorganisationanditsstakeholders

Explainhowanorganisationalplancanbeimplemented

LO4 AC4.1

Understandhowtodevelopastrategytocommunicateorganisationalplans

Explainthemethodsofcommunicatinganorganisationalplanwithinanorganisationandtokeystakeholders

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D/508/4119 StrategicBusinessPlanninginSupplyChainManagementOperations

UnitStatus GroupAUnitLevel 6 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3 AC1.4

Understandtheprinciplesandimportanceofstrategicbusinessplanninginsupplychainoperations

Discusstheimportanceoflongandmediumtermplanningforthesuccessfuldevelopmentofastrategicbusinessplaninsupplychainoperations

Explaintheprinciplesofstrategicmanagementandbusinessplanning

Discusstheimportanceofinnovationandcreativityinstrategicmanagement

Discussthedevelopmentofstrategicobjectiveswhendevelopingastrategicbusinessplanandthedevelopmentofstrategicobjectives

LO2 AC2.1 AC2.2

Understandthepotentialrisksinrelationtostrategicbusinessplanninginsupplychainoperations

Discusshowtoidentifypotentialrisksthatrelatetotheachievementofobjectiveswhendevelopingastrategicbusinessplaninsupplychainoperations

Explaintheappropriateactionsrequiredtodealwithidentifiedrisks

LO3 AC3.1 AC3.2 AC3.3 AC3.4

Understandtheneedsofinternalandexternalstakeholderswhendevelopingastrategicbusinessplaninsupplychainoperations

Discusshowtoeffectivelyconsultwithcolleaguesandstakeholderswhendevelopingastrategicbusinessplaninsupplychainoperations

Discusstheneedsofstakeholdersinwhendevelopingastrategicbusinessplan

Discusshowtodelegateresponsibilitytosupportthestrategicbusinessplan

Describehowtoallocateresourceseffectivelytoenabletheachievementofthestrategicobjectivesinthestrategicplan

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J/508/4163 AdvancedManufacturingTechnologies

UnitStatus GroupAUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandhealthandsafetyrequirementsinthemanufacturingworkplace

Explainhowhealthandsafetyiscateredforwithinanorganisation

DiscusstheLegislativerequirementsandproceduresforhealthandsafetyinspections

Describethesafetyrequirementsandfeatureswhichshouldbeincludedinthedesignofautomatedareas

LO2 AC2.1 AC2.2

UnderstandthefunctionandpurposeofexistingAdvancedManufacturingTechnology(AMT)installations

ReviewtheuseofarangeofAdvancedManufacturingTechnology(AMT)installations

Discussthebenefitsofdifferentmanufacturingstrategies

LO3 AC3.1 AC3.2 AC3.3 AC3.4

Understandthebenefitsanddrawbackstobuildingflexibilityintothemanufacturingprocess

Describehowtocalculatebreak-evenpointsandidentifysuitableprocessesforgivenquantities

Discusshowtocalculatecycletimesforgivencomponentsusingspecifiedequipment

ExplainhowtospecifyCAMlayoutsforsinglespindleautos

DescribethereasonsfordecisionmakingbasedontheinitialcostsandrunningcostsofFlexibleManufacturingSystems(FMS),FlexibleManufacturingCells(FMC)andstand-alonemachinery

LO4 AC4.1 AC4.2 AC4.3

Understandtheapplicationsofspecialmanufacturingprocesses

Explainthetechnicalrequirements,usesandapplicationsofspecialmanufacturingprocesses

Criticallyanalysetheuseofspecialmanufacturingprocesses

Discussthemixofmanufacturingprocessequipmentrequiredtoproducegivencomponentsandassemblieseconomically

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A/508/4161 QualityManagement

UnitStatus GroupAUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandtheconceptofqualitymanagementinanorganisationalcontext

Explaintheconceptofqualitymanagementinabusiness

Discusstheimportanceofqualitywithinanorganisation

Discussthetheoriesofqualitymanagement

LO2 AC2.1 AC2.2 AC2.3 AC2.4

Understandthecultureneededtoembedqualitymanagement

Explaintheimportanceofteamworkinqualitymanagement

Discusstheroleoftraininganddevelopmentinembeddingqualitymanagementintothecultureofanorganisation

Discussthemanagementtechniqueswhichunderpinsuccessfulintegrationofqualitymanagementintothecultureofanorganisation

Evaluatethepromotionofcontinuousqualityimprovementwithinanorganisation’sculture

LO3 AC3.1 AC3.2 AC3.3

Understandthesystemsthatsupportqualitymanagement

Describemethodsofmonitoringqualitymanagement

Explainmethodsofcontrollingqualitymanagement

Evaluatequalitystandardsthatsupportqualitymanagement

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F/508/4162 GlobalProcurementintheSupplyChain

UnitStatus GroupAUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3 AC1.4

Understandhowtosetobjectivesandcriteriaforaprocurementstrategytomeettherequirementsofthesupplychain

Explainfeasibleandrealistickeyobjectivesandcriteriaforaprocurementstrategy

Discussthegeneralprinciplesandpracticesusedbyanorganisationforprocurement

Discusstheextenttowhichprocurementprocessesmeetthelegalandstatutoryrequirementsconcerningprocurementandcontractualarrangementswithinowncountry

Analysethefitofanorganisationsprocurementstrategywiththeorganisation'sstrategy/planobjectives

LO2 AC2.1 AC2.2 AC2.3 AC2.4 AC2.5

Understandhowtoevaluatetheeffectivenessoftheprocurementstrategy

Discusstheeffectivenessoftherequirementswithintheprocurementstrategyofanorganisationforobtainingbestvalue

Explainthetermsandconditionsusedinprocurementandcontractdocuments

Analysethecontractsusedwithinanorganisationandsuggestnewtypesofcontracttoenableanimproveddeliveryofservices

Discusstheprocurementstrategywithinanorganisationinrelationtodevelopinglongtermstrategicsourcingrelationships

Explainthemeasurementofsuccesscriteria

LO3 AC3.1 AC3.2 AC3.3 AC3.4 AC3.5

Understandhowtoselectthemosteffectiveprocurementmethodsandappropriateproceduresforachievingresultsandmeasuringperformance

Analysetheprocurementmethodsandtenderingprocessesemployedbyanorganisation

Explaintheeffectivenessofthemethodsusedtoevaluatethecapabilityofsuppliersandproviders

Discussthecosteffectivenessofthemethodsandprocessesusedforprocurementwithinanorganisation

Discusstheextenttowhichthemethodsandproceduresusedachievethedesiredresultsandmeettheobjectivesandtargetsidentifiedinthestrategyandprocurementprocesses

Analysethemethodsusedforriskanalysisandassessmentwithintheprocurementstrategy

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D/508/4167 MaritimeOperationsManagement

UnitStatus GroupAUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandmaritimeoperationsinabusinesscontext

Explaintheimportanceofmaritimeoperationstoabusiness

Evaluatemethodsofmaritimetrade

Criticallyanalysebenefitsofmaritimetradetoanorganisation

LO2 AC2.1 AC2.2

Understandtheplanningprocessformaritimeoperations

Discusstheprocessofplanningmaritimeoperations

Explaintheimportanceandbenefitsofplanningmaritimeoperations

LO3 AC3.1 AC3.2

Understandmaritimeresourcemanagement

Discusstheutilisationofresourcesformaritimeoperations

Discussthescope,usageandlife-spanofresources

LO4 AC4.1 AC4.2 AC4.3 AC4.4 AC4.5

Understandmaritimelaw

Evaluatetheimpactofthekeyprinciplesoflawastheyapplytoshippingoperations

Explainthetypesofcontractsusedinthetransportofgoods

Discusshowbreachesofcontractcanbehandledandhowdisputesmaybesettled

Discusstheroleofagentsandthedifferenttypesofagencyagreements

Explainthelegalissuesassociatedwithtimecharterpartiesandvoyagecharterparties

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D/508/4170 BusinessResearch

UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2

Understandresearchphilosophiesandapproachesrelevanttobusinessresearch

Discussresearchphilosophiesandtheirrelevancetobusinessresearch

Explainthemainresearchparadigmsandtheirrelevancetobusinessresearch

LO2 AC2.1 AC2.2 AC2.3 AC2.4

Understandtheplanningandcreationofprojectreports

Describehowtoapplyappropriateresearchapproachesandstrategies

Describehowtoconductliteraturereviews

Describehowtoformulateresearchquestions,objectivesandhypothesis

Explainhowtowriteprojectspecifications

LO3 AC3.1 AC3.2 AC3.3

Understandhowtoconductresearchforprojectreports

Discusshowtoconductresearchinaccordancewithprojectspecifications,takingintoconsiderationtherelevantethicalissues

Analyseresearchoutcomesagainstprojectspecifications

Explainhowtostructureandwrite-upprojectreports

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M/508/4156 LeadershipandEnterprise

UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandtherelationshipbetweenmanagementandleadership

Discussthesimilaritiesbetweenmanagementandleadership

Criticallyanalysethemeritsoftheargumentthatmanagementisdifferentfromleadership

Discusstheimpactofbothmanagementandleadershipstylesonstaffinorganisations

LO2 AC2.1 AC2.2

Understandthefeaturesthatunderpineffectiveleadership

Discusstherelationshipbetweenleadershipstyleandleadershipbehaviour

Criticallyanalysetheimportanceofcontextonleadershipstylesandqualities

LO3 AC3.1 AC3.2

Understandhowtoapplytheoriesofmanagementandleadershipinorganisationalcontexts

Criticallyanalysetheargumentthatleadersarebornandnotmade

Discusstheimpactofleadershipinanorganisationusingappropriatetheories

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LO4 AC4.1 AC4.2 AC4.3

Understandhowtoadviseonthemanagementandleadershipskillsrequiredforselectedrolesinanorganisation

Proposemethodstoidentifytheskillsrequiredforleadershipofagivenroleinanorganisation

Recommendastyleofleadershipthatissuitabletotheroleandappropriatetothecultureinanorganisation

Makejustifiedevaluationsofrecommendedleadershipskillsrequiredforagivenroleinanorganisation

LO5 AC5.1 AC5.2 AC5.3 AC5.4 AC5.5

Understandtheenterprisecultureandthecharacteristicsofdifferententrepreneurs

Definetheenterprisecultureinabusinessandtheprosandconsofdevelopingsuchaculture

Discussthekeyattributes,decisions,businessachievements,publicpersonasandapproachestoenterpriseculturethathavedefinedprominententrepreneurs,andtheireffectsuponthebusiness,usingexamples

Describetheconceptofintrapreneurshipanditseffectuponthebusiness

Explainthefactorswhichmilitateagainstanenterpriseculture

Explaintheroleofinformationandcommunicationstechnology(ICT)insupportingentrepreneurshipandbusinessdevelopment

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Y/508/4166 PrinciplesofMarketing

UnitStatus GroupBUnitLevel 6CreditValue 10 UnitLearninghours 10UnitOverviewandMainOutcomesAssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandtheprinciplesandconceptsofmarketing

Examinethemainprinciplesandconceptsofmarketingwithinanorganisation

Analysetherelationshipbetweenanorganisationsvisionandmissionagainstthemarketingstrategy

Describetheprocessesrelatingtotheuseofanalyticalmarketingtoolswithinanorganisation

LO2 AC2.1 AC2.2 AC2.3

Understandtheconceptsofmarketingplanning

Explaintheconceptsofmarketingplanning

Evaluatetheneedforandthescopeofmarketingplanning

Discusstheimpactoffuturechallengesandissuesinmarketingplanning

LO3 AC3.1 AC3.2

Understandhowtoimplementamarketingstrategy

Evaluatemethodsfortheimplementationofamarketingstrategy

Discussthemonitoringandevaluationtechniquesforamarketingstrategy

LO4 AC4.1 AC4.2

Understandmarketingstrategiesandtheirapplication

Explainarangeofstrategiesthatcancontributetocompetitiveadvantage

Analysemarketingstrategies,theirapplicationandimplementationforanorganisation

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H/508/4171 EntrepreneurshipinBusiness

UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandthescopeforentrepreneurshipinestablishedorganisationsintoday'seconomy

Discusshowentrepreneurshipcanbeencouragedwithinorganisations

Discussthefactorsthatmaylimitentrepreneurshipwithinorganisations

Evaluatehowtheentrepreneurialprocesscontributestotheeconomy

LO2 AC2.1 AC2.2 AC2.3

Understandhowtodevelopsuccessfulentrepreneurialbusinessideas

Explainhowsuccessfulbusinessentrepreneursdevelopbusinessideas

Explainthepurposeofafeasibilityanalysiswhendevelopingbusinessideas

Criticallyevaluatemethodsforexploringopportunitiesandgeneratingbusinessideas

LO3 AC3.1 AC3.2 AC3.3

Planastrategyforaviableentrepreneurialbusinessidea

Developastrategyforaviableentrepreneurialbusinessidea

Conductmarketresearchtoinformabusinessplanforaviablebusinessidea

Prepareadetailedbusinessplanforaviablebusinessidea,takingaccountofanycurrentlegal,ethicalandfinancialimplications

LO4 AC4.1 AC4.2 AC4.3

Planthefuturegrowthofaviableentrepreneurialbusinessidea

Assessownentrepreneurialskillsandcharacteristicstomeetfuturerequirementsofaviablebusinessidea

Analysethepotentialbarrierstogrowthofaviableentrepreneurialbusinessidea

Recommendalternativestrategiesforthegrowthofaviablebusinessidea

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K/508/4172 CorporateFinance

UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

UnderstandtheroleoftheCorporateFinanceManageranditsmainlinkstobusinessobjectivesincludingmergersandacquisitions

Explaintheroleandbusinessobjectivesofthefinancemanagerandalsotheregulatoryenvironmentinwhichs/heoperates

ExplaintheCityCodeonTakeoversandMergersandtheothermainregulatoryconstraints

Explainthemainjustificationsfor,anddangersof,mergersandtakeovers(financialandotherwise)

LO2 AC2.1 AC2.2 AC2.3 AC2.4

Understandthemainsourcesofdebtandequityfundingandthesignificanceoffinancialgearing

DescribetheprocessforgainingalistingontheOfficialListortheAlternativeInvestmentMarketandexplaintheroleofdifferentadvisorsinthisprocess

Explainandevaluatethesourcesofequityfinanceavailabletoanunquotedcompanyandexplainthedifferencesbetween,andtheadvantagesanddisadvantagesof:ordinaryshares,preferenceshares,rightsissuesandscripts

Identifyandexplainthemainsourcesofdebtfinanceavailabletoanysizeofbusiness

Explainthesignificance,advantagesanddangersofdifferentlevelsoffinancialgearing

LO3 AC3.1 AC3.2

Understandhowtoevaluateinvestmentdecisionsusingavarietyofappraisaltechniques

Explaintheprinciples,benefitsandlimitationsofthefollowingdifferentmethodsofinvestmentappraisal:accountingrateofreturn,payback,netpresentvalue(NPV),ProfitabilityIndices,andtheinternalrateofreturn(IRR)andbeabletoperformcalculationsinordertoassessinvestmentvalue

Explainandcalculatetheinfluenceofriskintheinvestmentappraisalprocess

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LO4 AC4.1 AC4.2 AC4.3

Understandandbeabletocalculatethemainmethodsforvaluingcompanyshares

Explainandcalculatethesharevalueofabusinessbasedon:netassetvalue(NAV),priceearnings(PER),freecashflowanddividendvaluationanddiscusstherelativemeritsofeachmethod

Discussthequalitiesofabusinessthatarelikelytoinfluencethesharevalue

Explainandcalculatethemainaccountingratiosthatcanbeappliedtoorganisations

LO5 AC5.1 AC5.2 AC5.3

Understandthefactorsthatdetermineacompany’sdividendpolicy

Explainanddiscusstheeffectsofdividendsonshareholderwealthandthemaindividendpoliciesthatcompaniesmayadoptincluding:constantdividends,increasingdividends,zerodividendsandfixedpercentagedividends

Explainandevaluatethemaindividendpolicytheoriesincluding:irrelevance(ModiglianiandMiller-MM)andrelevancetheories

Explainthemainalternativestocashdividends

LO6 AC6.1 AC6.2 AC6.3

Understandtheconceptof,andknowhowtocalculate,thecostofcapitalofabusiness

Describeandcalculatethecostofequitysharecapital

Describeandcalculatethecostofdebtcapital

Describeandcalculatetheweightedaveragecostofcapitalanddiscussitsusefulness

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LO7 AC7.1 AC7.2 AC7.3

Understandthedifferentelementsoftreasuryandworkingcapitalandbeabletoperformcalculationsfromagivensetofdatatodeterminetheeffectonanelementof,orontheentireworkingcapitalof,abusiness

Explainthemainareasoftreasuryandworkingcapitalandcalculatetheworkingcapitalcycleandthecashconversionoroperatingcycle

Calculate,fromagivensetoffigures,aworkingcapitaldecisiononanyoftheareasofworkingcapital

Explainovertradingandidentifyitssymptoms

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L/508/4164 GlobalCulturalAwareness

UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2

Understandtheconceptofcultureandfactorsthatunderlineculturaldifferences

Definewhatismeantbythetermculture

Explainthefactorsthatunderlineculturaldifferences

LO2 AC2.1 AC2.2 AC2.3

Understandhowculturaldifferencesaffectthemanagementprocess

Discussthepartthatculturaldifferencesplayinthemanagementprocess

Explainstrategiesusedformanagingculturaldiversity

Analysehowmultinationalorganisationalstructurescanbeaffectedbyculturaldifferences

LO3 AC3.1 AC3.2 AC3.3

Understandframeworksthathelpidentifyimportantculturaldifferences

ExplaintheelementsthatmakeupHofstede'sfourdimensionsofculture

ExplaintheelementsthatmakeupTrompenaar'ssevendimensionsofculture

ExplainthemainelementsthatmakeuptheGlobeproject'sninedimensionsofculture

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D/508/4153 GlobalBusinessEnvironment

UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandtheconceptofbusinessinaglobalstrategy

Explainhowtoconductastrategicanalysisofabusinessinaglobalenvironment

Analysetheroleofinformationsystemsindevelopingbusinessinaglobalcontext

Criticallyanalysethedifferencesbetweenfreetradeandprotectionism

LO2 AC2.1 AC2.2 AC2.3 AC2.4

Understandstrategicevaluationandselection

Definewhatismeantbystrategicselection

Discussthevaluechainaspartofthevaluesystem

Discussthebenefitsstrategicalliancescanbetoanorganisation

Criticallyevaluatetwostrategicanalysismodels

LO3 AC3.1 AC3.2 AC3.3

Understandthebarrierstointernationalisation

Discussexistinglegislativeandadministrativebarriersthatdirectlyaffectbusinessactivitiesatanationalandinternationallevel

ExplaintheroleoftheWorldTradeOrganisation(WTO)inrelationtotheagreementontechnicalbarrierstotrade

Discussthepoliciesthatareintendedtoprotectthedomesticeconomyfromtheeffectsofinternationaltrade

LO4 AC4.1 AC4.2 AC4.3

Understandbusinesstheoriesrelatedtomanaginginternationaloperations,strategyandriskanalysis

Discusstwointernationalbusinesstheorymodels

Analysetwoforeigndirectinvestment(FDI)theorymodels

Criticallyanalysekeyconceptsandpracticesinmanagingoperationsacrossnationalboundariestoprovideanorganisationwithcompetitiveadvantage

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K/508/4169 OperationalPlanninginaSupplyChain

UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3 AC1.4

Understandtheprinciplesandimportanceofoperationalplanninginsupplychainmanagementoralogisticsoperation

Discusstheimportanceoflongandmediumtermplanningforthesuccessfuldevelopmentofanoperationalplaninsupplychainmanagementoralogisticsoperation

Explaintheprinciplesofoperationalmanagementandbusinessplanning

Explainthecomponentsofanoperationalplaninsupplychainmanagementoralogisticsoperation

DiscussSpecific,Measurable,Achievable,RealisticandTime-bound(SMART)objectivesthatrelatetodevelopingandimplementingoperationalplansinsupplychainmanagementoralogisticsoperation

LO2 AC2.1 AC2.2

Understandthepotentialrisksinrelationtooperationalplanninginsupplychainmanagementoralogisticoperation

Discusshowtoidentifypotentialrisksthatrelatetotheachievementofobjectiveswhendevelopinganoperationalplaninsupplychainmanagementoralogisticsoperation

Explaintheappropriateactionsrequiredtodealwithidentifiedrisks

LO3 AC3.1 AC3.2 AC3.3 AC3.4

Understandtheneedsofinternalandexternalstakeholderswhendevelopingoperationalplaninsupplychainmanagementoralogisticsoperation

Discusstheneedtoeffectivelyconsultwithcolleaguesandstakeholderswhendevelopinganoperationalplaninsupplychainmanagementoralogisticsoperation

Discusstheneedsofstakeholdersinwhendevelopinganoperationalplan

Discusshowtodelegateresponsibilitytosupporttheoperationalplan

Allocateresourceseffectivelytoenabletheachievementofthestrategicobjectivesintheoperationalplan

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R/508/4165 ChangeManagement

UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2

Understandthebackgroundtochangemanagementinorganisations

Discussmodelsofchangemanagement

Evaluatetherelevanceofmodelsofchangemanagementtoselectedorganisationsinthecurrenteconomy

LO2 AC2.1 AC2.2 AC2.3

Understandissuesrelatingtochangeinorganisations

Explaintheneedforchangeinanorganisation

Criticallyevaluatethefactorsthataredrivingtheneedforchangeinselectedorganisations

Explainthepotentialbarrierstotheprocessofchangeinanorganisation

LO3 AC3.1 AC3.2 AC3.3 AC3.4

Presentaproposalforchangeinanorganisation

Identifyanareaforchangeinanorganisation

Developanappropriatemodelforchangeinanorganisation

Prepareaplanforimplementingchangeinanorganisation,includingresourcerequirements

Discusstheappropriatemethodsofcommunicatingaproposalforchangetorelevantstakeholdersinanorganisation

LO4 AC4.1

Understandhowtomanagethechangeprocess

Describetheappropriatemeasurestomonitorandevaluatetheprogressofchangeinanorganisation

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AnnexThefollowingpagesprovidedocumentationsuppliedforyouruseinthedeliveryofthisqualification.Wedonotmandatetheuseofthisdocumentationbutifyouchoosetonotmakeuseofitthenitisexpectedthatyouhavethenecessarydocumentationinplacewhichmeetstheminimumrequirementsinordertoallowdeliverytotakeplaceinaneffectiveandefficientmanner.

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LearnerRegistrationForm

FullName(aswillappearoncertificate)

Title(deleteasappropriate) Mr/Mrs/Miss/Ms/Dr/Prof

HomeAddress

TelephoneNumber

EmailAddress

UniqueLearnerNumber(centretosourceandenterthisinformation)

Qualification/UnitTitle

DateofBirth

Gender(deleteasappropriate) Male/Female

Disability(deleteasappropriate) Yes/No/NotStated

Ethnicity(tickasappropriate)

AsianBangladeshi

AsianIndian

AsianPakistani

AnyOtherAsianBackground

WhiteandBlackCaribbean

WhiteandBlackAfrican

AsianandWhite

AnyOtherMixedBackground

BlackAfrican

BlackCaribbean

AnyOtherBlackBackground

WhiteBritish

WhiteEnglish

WhiteIrish

WhiteScottish

WhiteWelsh

AnyOtherWhiteBackground

Chinese

Other

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AssessmentPlan

LearnerName

AssessorName

Qualification/UnitTitle(s)

DateofPlan

NextReviewDate

Feedbackonpreviousplannedtasks(tobeusedtoexplainthetasksthathavebeencompleted,howwellthelearnerhasperformedandhowmuchofthequalificationhasbeenachievedtodate)

UnitReferenceNumber Descriptionoftasktobecompletedincludinganypreparationrequirements

TargetDate

Naturallyoccurringevidencemaybeusedasappropriatebutthiswillnotbethemainformofevidencegeneration

LearnerSignature Date:

AssessorSignature Date:

IQASignature(ifsampled) Date:

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AssessmentReport

LearnerName

AssessorName

DateofAssessment

EvidenceReferenceNumber

Tickoneormoreoptionsbelowtoindicatethemethodofassessmentused

ProfessionalDiscussion Observation Questioning ProductEvidence

Other(pleasespecify)

Usethespacebelowtoprovideafullaccountoftheassessmentcarriedout Criteriacoveredbyassessment

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Usethespacebelowtoprovideafullaccountoftheassessmentcarriedout Criteriacoveredbyassessment

Usethisspacetoprovidefeedbacktothelearner:

LearnerSignature Date:

AssessorSignature Date:

IQASignature(ifsampled) Date:

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WitnessTestimonyReport

LearnerName

AssessorName

WitnessName

RelationshiptoLearner

DateofWitnessTestimony

EvidenceReferenceNumber

Usethespacebelowtoprovideafullaccountofthewitnesstestimonyprovided Criteriacoveredbyassessment

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Usethespacebelowtoprovideafullaccountofthewitnesstestimonyprovided Criteriacoveredbyassessment

Usethisspacetoprovidefeedbacktothelearner:

LearnerSignature Date:

AssessorSignature Date:

WitnessSignature Date:

IQASignature(ifsampled) Date:

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EvidenceMatrixRecord

LearnerName AssessorName

IQAName UnitNumber

Descriptionofevidence(eg.CV,observation)

EvidenceReferenceNumber

AssessmentCriteria(entertheassessmentcriteriareferencenumbersbelowandtickinthecorrespondingcolumnwheretheevidencereferencedmeetstherequirement)

Descriptionofevidence(eg.CV,observation)

EvidenceReferenceNumber

AssessmentCriteria(entertheassessmentcriteriareferencenumbersbelowandtickinthecorrespondingcolumnwheretheevidencereferencedmeetstherequirement)

Iconfirmthattheevidenceabovemeetstherequirementsoftheunitinfullandistheworkofthelearner.Theevidenceisalsoauthentic,sufficient,validandcurrenttothestandardsrequiredandtheunitisnowreadytobesignedoffascomplete.

LearnerSignature Date

AssessorSignature Date

IQASignature(ifsampled) Date

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SummativeStatement

LearnerName

Qualification/UnitTitle

LearnerStatementIconfirmthatalloftheevidencepresentedinrelationtotheabovequalification/unithasbeenproducedbymyselfandmeetstherequirementofbeingauthentic,sufficient,validandcurrenttothestandardsrequired.

LearnerSignature Date:

AssessorStatementIconfirmthatIhaveassessedalloftheworkproducedandhaveensuredthattheworkisthatoftheabovelearner.Ihaveensuredthatduringthelearningprocesstheevidenceisauthentic,sufficient,validandcurrenttothestandardsrequired.

AssessorSignature Date:

IQASignature(ifsampled) Date:

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InternalQualityAssuranceSamplingReport

LearnerName

AssessorName

Qualification/UnitTitle(s)

DateofSample

NextSampleDate(ifapplicable)

Typeofsamplingactivitycompleted(tickatleastoneoptiononeachofthefirsttworows):

Interimsampling Summativesampling(certificationcanbeclaimed) Summativesampling

(folderreferredforactions)

Foldercheck Observationofdelivery(observationreportattached)

Learnerinterview(interviewrecordattached)

Other(pleasedetail):

Assuranceoftheassessmentprocess(tickatleastoneoptionforeachquestion): Yes No

Hasaninitialassessmenttakenplace?

Hasanassessment/developmentplanbeenagreedwiththelearner?

IstheAssessorrecordingassessmentoutcomesaftereachassessmenthastakenplaceandprovidingthelearnerwithfeedback?

HastheAssessorconfirmedauthenticity,sufficiency,accuracy,consistencyandvaliditywhilstassessingtheevidence?

Arethelearner’sassessment/developmentrecordsbeingupdatedandcompletedonanongoingbasis?

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Actionpoints/feedbacktotheAssessor:

AssessorSignature Date:

IQASignature Date:

Actionscomplete(foldernotreadyforcertification) Actionscomplete(foldercanbeclaimedfor

certification)

AssessorSignature Date:

IQASignature Date:

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LearnerInterviewRecord

LearnerName

AssessorName

Qualification/UnitTitle

DateofInterview

InterviewQuestions: Yes No N/A

DidtheAssessorexplaintherequirementsoftheprogrammeandassessmentmethodsatinduction?

DidtheAssessorexplaintheappeals,thecomplaintsandthewhistleblowingprocedures?

DidtheAssessorexplainthequalityassuranceprocessandthepartthattheIQA,AwardingOrganisationandRegulatorplaywithinthis?

Didanyonefindoutaboutanytrainingyouneededandorganiseforthistotakeplace?

DidtheAssessoragreeanassessmentplansothatyouunderstoodwhatisrequired,bywhenandwhyinordertoachievethequalification?

DidtheAssessorconsideryourpriorlearningandexperienceinthedevelopmentoftheassessmentplan?

DidtheAssessorreviewandupdateassessmentplanstoprovideclearstructureandguidancetoyouforthecompletionofthequalification?

Doyoufeelyouhavereceivedtherequiredsupporttocompletetherequiredassessments?

DoyoufeelyoucandiscussdisagreementswithassessmentdecisionswiththeAssessor?

Doyoufeelthequalificationwillhelpyouinthefuture?

Haveyoubeenprovidedwithadviceandguidanceonwhatyoucouldprogresstoafterthecompletionofthisqualification?

Anyothercomments:

LearnerSignature Date:

IQASignature Date:

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