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TAE40110 TEMPLATES
TABLE OF CONTENTS
LEARNING PROGRAM SUMMARY 1DETERMINE TECHNIQUES AND RESOURCES RELEVANT TO
LEARNING OBJECTIVES AND LEARNER CHARACTERISTICS 3
RESOURCES 4PROGRAM DELIVERY PLAN 6SESSION PLAN TEMPLATE 8ORGANISATIONAL TIMELINE 10PROFORMA
ASSESSMENT PLAN 11ASSESSMENT PLAN (2) 12ASSESSMENT TOOL 13ASSESSMENT PLAN (continued) 14ASSESSMENT TOOL (2) 15
VALIDATION ACTION PLAN TEMPLATE 17COLLABORATION PLAN TEMPLATE 18LEARNING PROGRAM COMPETENCY MAP 19RISK CONTROL PLAN TEMPLATE FOR A LEARNING
PROGRAM 20LEARNING PROGRAM PLAN TEMPLATE 21LEARNING PROGRAM CONTENT AND AGENDA 22REVIEW STRATEGY FOR A LEARNING PROGRAM DRAFT 23WORKPLACE LEARNING PLAN TEMPLATE 26SESSION PLAN TEMPLATE (SKILL SESSION) 29SESSION PLAN TEMPLATE (KNOWLEDGE SESSION) 30QUALITY EVIDENCE CHECKLIST 31
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ASSESSMENT PLAN (RPL ASSESSMENT) 32ASSESSMENT PLAN 34ASSESSMENT INTRUMENT TEMPLATE: OBSERVATION
CHECKLIST 36ASSESSMENT INTRUMENT TEMPLATE: WRITTEN QUESTIONS
37ASSESSMENT INTRUMENT TEMPLATE: VERBAL QUESTIONS
38ASSESSMENT INTRUMENT TEMPLATE: PROJECT 39ASSESSMENT INTRUMENT TEMPLATE: RPL EVIDENCE PLAN
AND ASSESSMENT CHECKLIST 40COMPETENCY MAP (MATRIX) 41ASSESSMENT BRIEF CHECKLIST 42RECORD OF ASSESSMENT RESULTS 43ASSESSMENT FEEDBACK FORM 44TEMPLATE: RECORD OF ASSESSMENT VALIDATION 45
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1. LEARNING PROGRAM SUMMARY
Name of Training Organisation:
Title of Training Program
Client Name/Address
Client Contact Person and contact details
Requirements of the Learning Program
Context of the Learning Program
Scope Statement
How will I identify: Related Document
Training needs
Learning characteristics
Learner support requirements
Constraints to delivery
Risks to delivery
People who need to be involved
Specific Learning Objectives Learner Characteristics Learner Support Needs
© 2011 Fortress Learning 1
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1.
2.
3.
Risks Constraints People Involved (Responsibilities)
© 2011 Fortress Learning 2
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2. DETERMINE TECHNIQUES AND RESOURCES RELEVANT TO LEARNING OBJECTIVES AND LEARNER CHARACTERISTICS
Learning Objectives
Possible Delivery Techniques Learner Characteristics Selected ActivitiesHow can they be contextualized?
1a.
1b.
etc
© 2011 Fortress Learning 3
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3. RESOURCES
Selected Activities How can they be contextualized?Existing
ResourcesNew Resources Required
Selected Activities How can they be contextualized? Existing New Resources Required
© 2011 Fortress Learning 4
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Resources
© 2011 Fortress Learning 5
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4. PROGRAM DELIVERY PLAN
Session Date/TimeLearning Objectives
Learning Activities
Resources
E: existing
N: New
Assessment Methods
OHS Issues TrainersRelated
Documents
1
2
3
4
Session Date/Time Learning Learning Resources Assessment OHS Issues Trainers Related
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Objectives Activities E: existing
N: New
Methods Documents
5
Confirmed By: Signature: Date:
© 2011 Fortress Learning 7
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5. SESSION PLAN TEMPLATE
Name of Training Organisation:
Venue:
Title of Training Program Date:
Client Name/AddressTime:
Client Contact Person and contact details
Trainer/s:
Delivery Strategy
Time Strategy Resources Learning Objectives
Time Strategy Resources Learning Objectives
© 2011 Fortress Learning 8
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Confirmed By: Signature: Date:
Self-Evaluation:
Signature/Date:
© 2011 Fortress Learning 9
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6. ORGANISATIONAL TIMELINE
Week Commencing
Tasks
Resource Venue Organisation
OHS Comms. Complete CommentCollection Modification Development
© 2011 Fortress Learning 10
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Assessment Plan
Qualification
Name of RTO contact person Telephone
ASSESSMENT PLAN
Assessment Task:
Assessment Method:
Assessor/s:
Date of Assessment:
Units of competency – elements to be assessed
Brief assessment of task:
Resources Required:
Instructions for Candidates:
Adapted from: Learning and Assessment Strategy Outline Template, Learning and Assessment Strategies – Part 2: Resource Guide (ANTA, 2002).
© 2011 Fortress Learning 11
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Assessment Plan (2)
Qualification
Name of RTO contact person Telephone
ASSESSMENT PLAN
Assessment Task:
Assessment Method:
Assessor/s:
Date of Assessment:
Units of competency – elements to be assessed
Brief assessment of task:
Resources Required:
Instructions for Candidates:
Adapted from: Learning and Assessment Strategy Outline Template, Learning and Assessment Strategies – Part 2: Resource Guide (ANTA, 2002).
© 2011 Fortress Learning 12
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Assessment Tool
Qualification
Name of RTO contact person Telephone
ASSESSMENT PLAN
Assessment Task:
Assessment Method:
Assessor/s:
Date of Assessment:
Units of competency – elements to be assessed
Brief assessment of task:
Resources Required:
Instructions for Candidates:
Instructions for administering:
© 2011 Fortress Learning 13
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Assessment Plan
Qualification
Name of RTO contact person Telephone
ASSESSMENT PLAN
Assessment Task:
Assessment Method:
Assessor/s:
Date of Assessment:
Units of competency – elements to be assessed
Benchmarks for assessment:
Reasonable adjustments:
Specified variations or restrictions
Rules for verifying assessment decisions:
Identified hazards in the assessment environment and appropriate controls and reporting mechanisms:
OHS Requirements
Information on access and equity requirements:
Checklist for evaluation of work samples:
Adapted from: Learning and Assessment Strategy Outline Template, Learning and Assessment Strategies – Part 2: Resource Guide (ANTA, 2002).
© 2011 Fortress Learning 14
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Assessment Tool (2)
Qualification
Name of RTO contact person Telephone
ASSESSMENT PLAN
Assessment Task:
Assessment Method:
Assessor/s:
Date of Assessment:
Units of competency – elements to be assessed
Brief assessment of task:
Resources Required:
Instructions for Candidates:
Instructions for administering:
Benchmarks for assessment:
Reasonable adjustments:
© 2011 Fortress Learning 15
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Specified variations or restrictions on the assessment tool:
Rules for verifying assessment decisions:
Identified hazards in the assessment environment and appropriate controls and reporting mechanisms
OHS requirements:
Information on access and equity requirements:
Checklist for evaluation of work samples:
© 2011 Fortress Learning 16
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VALIDATION ACTION PLAN TEMPLATE
Validation IssueWhat
action is required?
Who is responsible for this action?
When will this action be reviewed?
Comments:
Name: Date:
Signature:
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COLLABORATION PLAN TEMPLATE
When Purpose With whom? Method Desired outcome
1
2
3
4
5
6
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LEARNING PROGRAM COMPETENCY MAP
Program title
Unit/s of competency addressed
Delivery mode
Sessions
Sess
ion
1
Sess
ion
2
Sess
ion
3
Sess
ion
4
Sess
ion
5
Sess
ion
6
Sess
ion
7
Sess
ion
8
Unit code and title:
1
2
3
4
5
6
© 2011 Fortress Learning 19
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RISK CONTROL PLAN TEMPLATE FOR A LEARNING PROGRAM
Name of learning program
Delivery mode Training environment
Hazard Risk Control Monitor
© 2011 Fortress Learning 20
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LEARNING PROGRAM PLAN TEMPLATE
COVER SHEET
Program name
RTO
Client
Purpose/Focus
Qualification
Competency standards
Prerequisites
Delivery mode
Program duration (total)
Assessment
Number of learners
Target learner group (profile)
Special needs
Venue and equipment required
Learning materials and other resources required
Pre-program information or pre-work
Program administration
People to be informed
OHS issues
Other logistics
Review mechanisms
continued
© 2011 Fortress Learning 21
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Learning program plan template, cont’d
LEARNING PROGRAM CONTENT AND AGENDA
Session no. & Title
Time Learning outcomes:Learners should be able to…
Content (topics) Delivery Application/Assessment
Resources
End of learning program plan template
© 2011 Fortress Learning 22
23
REVIEW STRATEGY FOR A LEARNING PROGRAM DRAFT
Name of learning program
Principal developer/s
Focus of the review
Data to be collected
Method for gathering feedback
Stakeholders who will provide feedback
Method for reviewing, collating and summarising feedback
Recommended improvements to be approved by
Version control considerations
Ongoing review strategy
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
24
EVALUATION TOOL FOR A LEARNING PROGRAM DRAFT
Name of program reviewed
Name of reviewer
Date completed
Instructions for the reviewer
Thank-you for helping to review this learning program!
1. Please use the space provided to answer all questions listed below.2. Email your completed evaluation to [email protected] by <date>.
1. Focus: Is the focus and purpose of the learning program clear and appropriate?
Strengths
Weaknesses
Recommendations
2. Competency requirements: Are all requirements of the unit/s of competency addressed in the content and structure of the program?
Strengths
Weaknesses
Recommendations
3. Chunking & sequencing: Does the learning sequence provide effective & manageable blocks of learning?
Strengths
Weaknesses
Recommendations
4. Activities: Are they interesting, relevant and appropriate to outcomes and learner
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
25
characteristics?
Strengths
Weaknesses
Recommendations
5. Assessment: Are assessment points, methods and tools appropriate and effective?
Strengths
Weaknesses
Recommendations
6. Equity: Are equity needs effectively addressed?
Strengths
Weaknesses
Recommendations
7. OHS: Are risk areas and contingencies identified? Is the program safe and effective?
Strengths
Weaknesses
Recommendations
Any other comments?
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
26
WORKPLACE LEARNING PLAN TEMPLATE
General information
Learner
Trainer
Date
Workplace
Reason for learning
Learning goals
Learner information
Date of pre-program consultation
Job title
Key duties
Learner characteristics
General
LL&N
Health issues
Learning preferences
Availability for training
Support needs
continued
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
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Workplace learning plan template, cont’d
Logistics
Monitoring progress and assessing achievement of learning goals
Use of workplace routines to promote learning
Resources
OHS issues
Personnel to support the plan
Personnel to be informed
Administrative requirements
Review processes
continued
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
28
Workplace Learning Pathway
Phase 1:
Summary &
Duration
Dates/Times
Outcomes
Location
Activities
Assessment
Personnel
Phase 2:
Summary &
Duration
Dates/Times
Outcomes
Location
Activities
Assessment
Personnel
Sign-off
Trainer (name) (signature) (date)
Learner (name) (signature) (date)
Supervisor (name) (signature) (date)
end of workplace learning plan template
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
29
SESSION PLAN TEMPLATE (SKILL SESSION)
Session title Total time
Outcome
Resources
Preparation
Time Activities
INTRODUCTION
I
N
T
R
O
S
BODY
Demonstrate
Practice
Summarise
Assess
CONCLUSION
O
F
F
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
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SESSION PLAN TEMPLATE (KNOWLEDGE SESSION)
Program
Session title Total time
Outcome
Resources
Time Activities Resources
INTRODUCTION
I
N
T
R
O
S
BODY
Explain
Apply
Summarise
Assess
CONCLUSION
O
F
F
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
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quality evidence checklist
Use this checklist to help determine whether or not evidence you have selected as the basis for assessment is of an acceptable quality.
Does the evidence identified as the basis for assessment: Yes No
1. Address all elements and performance criteria of the unit/s addressed?
2. Address all specific or critical aspects of evidence?
3. Address all required knowledge?
4. Address all required skills?
5. Demonstrate the relevant employability skills to an acceptable standard?
6. Include at least one source of direct or indirect evidence?
7. Include enough supplementary evidence to back up direct/indirect evidence?
8. Include evidence of products and processes?
9. Demonstrate the candidate’s ability to perform the task in realistic working conditions?
10. Demonstrate the candidate’s ability to perform the task over a period of time?
11. And finally... is it enough without being too much?
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
32
ASSESSMENT PLAN (RPL ASSESSMENT)
RTO
Date prepared
Candidate
Assessor
Competency standard/s
Process undertaken to determine evidence required (tick appropriate box)
Meeting between assessor and candidate
Other—describe:
Evidence to be submitted by candidate
1
2
3
4
5
6
7
8
How RPL evidence will be presented (tick appropriate box):
as a written portfolio
in an RPL interview—anticipated duration: _______ hours
Practical assessment
Other:
Assessment date/s
Assessment location
Venue requirements
Documentation required
continued
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
33
Assessment plan (RPL assessment), cont’d
OHS issues
People to be informed
Specialist support required? No
Yes (describe):
Other issues?
Signed by:
________________________________ ___________________Assessor date signed
________________________________ ___________________Candidate date signed
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
34
ASSESSMENT PLAN (TRAINING AND ASSESSMENT PATHWAY ASSESSMENT)
RTO
Date prepared
Program name
Competency standard/s
Candidate/s
Assessor/s
Assessment date/s & timeframes
Assessment procedure
Assessment location
Venue requirements
OHS issues
Documentation required
continued
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
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Assessment plan (training and assessment pathway assessment), cont’d
People to be informed
Reasonable adjustments
Provision for specialist support
Other issues
Recording and reporting mechanisms
Review mechanisms
Signed by:
________________________________ ___________________Assessor date signed
Approved by:
________________________________Authorising party (print name)
________________________________ ___________________Signature of authorising party date signed
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
36
ASSESSMENT INSTRUMENT TEMPLATE: OBSERVATION CHECKLIST
Instructions and requirements
● This checklist is to be completed by the assessor
● For a satisfactory result, all steps of the procedure must be performed to the standard described below.
Details of observation
RTO
Candidate name
Assessor name
Competency standard
Assessment date
Task/procedure observed
Observation checklist
Did the candidate: Yes No
1
2
3
4
5
6
7
Results
Overall performance Satisfactory Not Yet Satisfactory
Feedback to candidate
Assessor signature Date:
Candidate signature Date:
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
37
ASSESSMENT INSTRUMENT TEMPLATE: WRITTEN QUESTIONS
Written test—<Name and code of competency standard addressed or name of test>
Candidate name: _____________________________ date: ________________
Instructions and requirements
<Add information here as appropriate>
Part A: True/False
Instructions: Circle the true or false beside each statement (1 point each)
1. <statement here> true false
2. <statement here> true false
Part B: Multiple Choice
Instructions:Circle letters A, B, C or D below each statement to indicate the correct response (1 point each)
3. <state question here>:
A <answer option 1>
B <answer option 2>
C <answer option 3>
D <answer option 4>
Part C: Short answer questions
Instructions: Answer the following questions—about ______ page required per question.
4. <Question here>
TOTAL SCORE: ______ out of _______ = _______%
OVERALL RESULT: Satisfactory (score of _____% or higher) Not Yet Satisfactory (score of _____% or lower)
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
An answer key must also be developed!
38
ASSESSMENT INSTRUMENT TEMPLATE: VERBAL QUESTIONS
Verbal questioning instrument—<Name and code of competency standard addressed or name of questioning instrument>
Candidate name: ______________________________ date: ________________
Assessor name: ______________________________
Instructions for assessors
● Please ask the candidate the questions below ● Document quality of answers provided by using the space and checklists provided below● For a satisfactory result, <state requirements for satisfactory completion here>
Question 1:
Key information required for ‘satisfactory’ result (tick when provided)
Assessor notes S NYS
Question 2: Another question
Key information required for ‘satisfactory’ result (tick when provided)
Assessor notes S NYS
Key information required for ‘satisfactory’ answer
OVERALL RESULT: Satisfactory (all questions answered to a satisfactory standard) Not Yet Satisfactory (not all questions answered to a satisfactory standard)
Assessor signature: _______________________ Date signed: ______________
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
39
ASSESSMENT INSTRUMENT TEMPLATE: PROJECT
Project—<Name and code of competency standard addressed or name of project>
Instructions for candidates
<Use this space to note how to complete project and what to do when completed>
Requirements for satisfactory result for this project
All evidence must be of a satisfactory standard to achieve a satisfactory result overall.
Assessment tasks
Overview
<Use this space to give an overview of the project>
Submit the followingAssessor to complete these columns
Quality of evidence
Item to submit Required quality S NYS
1
2
3
4
5
Feedback for candidate
Overall result Satisfactory (all evidence was provided and was of required quality) Not yet Satisfactory
Assessor signature: _________________________ Date signed: ______________
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
Additional Instructions for assessors may also be needed in another document.
40
ASSESSMENT INSTRUMENT TEMPLATE: RPL EVIDENCE PLAN AND ASSESSMENT CHECKLIST
RTO
Date of RPL
Candidate
Assessor
Competency standard/s
Process undertaken to determine evidence required (tick appropriate box)
Meeting between assessor and candidate RPL guide used Other
Evidence required
Assessor to tick () correct column when reviewing evidence S NYS
1
2
3
4
5
6
7
8
Reviewing the evidence (assessor to complete): Did the evidence provided
fully address the requirements of the competency standard assessed? yes no
demonstrate the candidate’s ability to perform the task/s in a workplace, over a period of time
yes no
Overall Result (assessor to complete and candidate to sign when completed)
Competent Not yet competent
Assessor signature: date:
Candidate signature: date:
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
41
COMPETENCY MAP (MATRIX)
Unit: <Note name and code of competency standard here>
Tasks:
1.
2.
3.
4.
Tas
k 1
Tas
k 2
Tas
k 3
Tas
k 4
Elements and performance criteria
1.
1.1
1.2
1.3
1.4
1.5
1.6
2.
2.1
2.2
2.3
2.4
2.5
2.6
(optional) Map to other parts of unit (e.g. critical aspects for assessment or required knowledge)
●
●
●
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
42
ASSESSMENT BRIEF CHECKLIST
Candidate name
Assessor name
Competency standard assessed
Date of assessment brief
Tick if the following was discussed/clarified with the candidate:
Reason and purpose of the assessment
Competency standards being assessed
Confirm candidate understanding of how competency-based assessments work
Assessment procedure—what candidate must do and how long it should take
Requirements for ‘competent’ result
What will happen if result if ‘C’ (competent) and what will happen if result is NYC (not yet competent)
Time / date / location of assessment and/or assessment deadline
Other information about the assessment as needed:e.g. what to bring, what to wear, how to prepare
Reasonable adjustments and/or specific support needs—note here if applicable:
Appeals process
Confidentiality and names of those will have access to assessment records
Responsibility to submit authentic evidence (where appropriate)
Assessment choice
Signed by:
__________________________________ _______________________________candidate signature assessor signature
___________________ __________________date signed date signed
RECORD OF ASSESSMENT RESULTS
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
43
RTO
Candidate name
Assessor name
Competency standard
Assessment pathway Training & assessment RPL
Assessment date/s
Assessment location/s
Assessment attempt First attempt Second Third
Results for each element C NYC
Element 1:
Element 2:
Element 3:
Overall Result
Competent Not yet competent Resubmit (more evidence needed)
Assessor comments/details of action plan (if applicable)
Assessment decision and action plan accepted by candidate?
Yes No—the candidate will appeal the assessment decision.
Assessor signature: date:
Candidate signature: date:
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
44
ASSESSMENT FEEDBACK FORM
RTO
Candidate name
Assessor name
Competency standard
Assessment pathway Training & assessment RPL
Assessment date/s
Assessment location/s
Instructions for the candidate
Please rate your assessment experience by ticking () the appropriate column beside each question below. Ex
celle
nt
Ver
y go
od
Fair
Poor
1. Did the assessor clarify the assessment process with you before the assessment began?
2. Were assessment documents clear and helpful?
3. Did your assessment experience match expectations?
4. Did the assessor support you both during your preparation and throughout the assessment?
5. Do you think the assessment was appropriate for the competencies assessed?
6. Do you feel that the assessor made a fair assessment decision?
7. Did you receive specific, useful feedback about your performance?
8. Did you and the assessor discuss what will happen after the assessment?
9. Was the assessment environment comfortable and suitable?
Overall, how would you rate:
10. The assessment process
11. The assessment materials and documentation
12. The assessor
13. (if applicable) assistance provided by other RTO staff.
Provide space on the second page for the candidate to note strengths of assessment, recommendations for improvement and other comments
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
45
TEMPLATE: RECORD OF ASSESSMENT VALIDATION
Cover sheet
Purpose of validation
Relevant competency standard/s (if applicable)
Resources needed
Validation date/s, time/s and length
Validation location
Validation approach Face-to-face meeting
Telephone or on-line chat
Other:
Validation moderator
Other participants
Preparation required
continued
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
46
Appendix 13—Template: Record of assessment validation, cont’d
Validation Criteria Checklist
Criteria S NYS Comments
1
2
3
4
5
6
7
8
Summary of feedback/results
Recommendations for improvement
Action required By whom? By when?
1
2
3
Signatures of validators
Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010
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Uncontrolled when printed. Current version available from www.taa04.com.au©Fortress Learning, 2010