2013 - YES Qualification Pathways - Manual

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Lion Foundation Young Enterprise Scheme

Qualification Pathways

Teachers Manual

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Lion Foundation Young Enterprise Scheme Qualification Pathways Awards and Competitions

There is a national competition and national awards list which all YES student companies are eligible for. The

national competition includes a dragons den presentation, regional co-ordinator mark and business plan review.

All student companies will meet the same criteria for any YES activities, competitions and awards organised

locally by the regional coordinator or nationally by Young Enterprise Trust, regardless of the qualification pathway

being offered.

Assessment

The YES programme can be delivered as a timetabled option or an extracurricular activity. The most common

subject for YES to be delivered under is Business Studies but it is also offered in economics, technology, music,

art or design subjects.

The YES programme provides a framework for assessment that allows for the academic performance of different

groups of students. The programme is aligned with these assessment pathways.

YE Certificate (NZQA recognised)

NZIM paper 836

Business studies achievement standards at levels 2 and/or 3

YE Certificate

Teachers report the YE course requirement outcomes for individual students to Young Enterprise Trust at the

end of the academic year. An electronic teacher master sheet is provided in the teacher resource folder for this.

AUT University mark and report the YE Certificate examination. Young Enterprise Trust collates all results from

the YE Course requirements and exam and sends the appropriate certificate to the school for each student.

NZIM paper 836

Students apply directly to NZIM for credit of the YE Course requirements for NZIM paper 836

Business Studies Internal Achievement Standards These are assessed and reported by the teacher in the

usual way for all standards

Extracurricular - student companies are welcome to participate in YES as an extracurricular activity as long as

they have a teacher or mentor to register and supervise them. The list of YES course requirements for the YE

Certificate shows in red the activities and paperwork recommended for extracurricular students to be successful.

Extracurricular companies can participate in all regional and national events and competitions by completing the

requirements for the dragons den presentation, coordinators mark schedule and annual report requirements

Mentors

Students in all options are encouraged to have a business mentor, or mentors. Consultation with expert advisers

is part of the requirement for achievement standards and is critical for all students as they produce their goods

and services.

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Qualifications

1. YE Certificate – 24 credit equivalents at level 3

The YE Certificate is a standalone qualification registered by New Zealand Qualification Authority

(NZQA) at level 3 with a value of 24 credit equivalents. The certificate has two components

a. The Young Enterprise Course Requirements - 10 credit equivalents

b. Young Enterprise exam - 14 credit equivalents

Credit equivalents means that NZQA have assessed the YE Certificate qualification for the nominated

value and level of the NCEA, but these are NOT NCEA credits and will not appear on the student’s

record of learning. They can however be used toward the NCEA if required.

The YE certificate components can be used together or separately toward the NCEA and applied at

levels 2 or 3. Therefore, a student who does not complete the exam is still entitled to 10 credit

equivalents if they complete all of the course requirements OR students with an exam pass only may

claim 14 credit equivalents.

Credit inclusion process

Credit is applied for by the teacher on behalf of the student through NZQA. The application form is

straightforward and an example is in the teacher resource folder for your convenience. NZQA advise

that the credits should only be applied for if the student requires them to “top up” to achieve their NCEA,

so this should be done after the NCEA results are received in January.

The YE certificate is a qualification in its own right with its own value. Please remind students to

keep the certificate safely with their other qualifications should they require it for applications to

tertiary and for their CV.

2. NZIM paper 836

The Young Enterprise Course Requirements entitle students to NZ Institute of Management paper 836,

which is part of the NZIM certificate in Management.

3. Achievement Standards

Teachers can create their own business course assessed through achievements standards, using YES

as the vehicle to deliver standards and to “carry out the business”. Selected standards that fit well with

YES have been identified and resources developed to support these. The “carry out a business”

standards are:

Level 2 AS 90848 - Carry out, review and refine a business activity within a community context with

guidance – 9 credits

Level 3 AS 91384 - Carry out with consultation an innovative, sustainable business activity - 9 credits

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The following standards also fit well with YES

Level 2

AS 90846 Conduct market research for a new or existing product – 3 credits

Level 3

AS 91382 Develop a marketing plan for a new or existing product – 6 credits

AS 91383Analyse a human resource issue affecting a business – 3 credits

If you are choosing to assess your students through achievement standards, but you are unsure of whether all

students will attain the standard required, keep a record for individual students of the “YE Course requirements”.

Individual students will then be able to fall back on the course requirements if they have completed these and

teachers are satisfied that they have reached the standard required. Also, if students sit and pass the YE exam –

they will have met the requirements for the complete YE Certificate.

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Business Studies Matrix 2012

Level 1 Level 2 Level 3

AS90837 1.1 Demonstrate an understanding of internal features of a small business. 4 credits External

AS90843 2.1 Demonstrate understanding of the internal operations of a large business. 4 credits External

AS91379 3.1 Demonstrate understanding of how internal factors interact within a business that operates in a global context.

44 ccrreeddiittss EExxtteerrnnaall

AS90838 1.2 Demonstrate an understanding of external factors influencing a small business. 4 credits External

AS90844 2.2 Demonstrate understanding of how a large business responds to external factors. 4 credits External

AS91380 3.2 Demonstrate understanding of strategic response to external factors by a business that operates in a global context.


AS90839 1.3 Apply business knowledge to an operational problem(s) in a given small business context. 4 credits External

AS90845 2.3 Apply business knowledge to a critical problem(s) in a given large business context. 4 credits External

AS91381 3.3 Apply business knowledge to address a complex problem(s) in a given global business context.


AS90840 1.4 Apply the marketing mix to a new or existing product. 3 credits Internal

AS90846 2.4 Conduct market research for a new or existing product. 3 credits Internal

AS91382 3.4

DDeevveelloopp aa mmaarrkkeettiinngg ppllaann ffoorr aa nneeww oorr

eexxiissttiinngg pprroodduucctt..

66 ccrreeddiittss IInntteerrnnaall

AS90841 1.5 Investigate aspects of human resource processes in a business. 3 credits Internal

AS90847 2.5 Investigate the application of motivation theory in a business. 3 credits Internal

AS91383 3.5

AAnnaallyyssee aa hhuummaann rreessoouurrccee iissssuuee aaffffeeccttiinngg

bbuussiinneesssseess..


AS90842 1.6 Carry out and review a product-based business activity within a classroom context with direction. 6 credits Internal

AS90848 2.6 Carry out, review and refine a business activity within a community context with guidance. 9 credits Internal

AS91384 3.6 Carry out, with consultation, an

innovative and sustainable business

activity.


AS91385 3.7 Investigate the exporting potential of a

New Zealand business in a market, with

consultation.


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Young Enterprise Certificate

Course Requirements

Each individual student is required to show their contribution to written reports, participate in a range of activities,

complete individual reviews and keep their own company records to complete the “YES course requirements”.

The template is used to report on each student’s achievement and is available electronically (teacher’s resource

folder). If the programme is being offered as an extracurricular activity where students are not gaining credits, the

highlighted red tasks are recommended. (In which case 1x copy of documentation per company should be kept

on file)

Student Name

School Name

YES Company Name

Course requirements list : Co

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1 &

2

A) Personal Evidence of Documents

Constitution (a copy for each director)

List of shareholders and value

CV and Job description

Meeting Agendas and Minutes3

Hard copy 1 Date:

Hard copy 2 Date:

Hard copy 3 Date:

YES company tax return and financials

B) Personal Contribution Evidence

Relevant Business Plan section/pages

Relevant Business Plan Review section/pages

C) Review of Personal Contribution

Student Review and evidence statement One May

Student Review and evidence statement Two August

D) Involvement in 5 of 8 of the events listed

E-day

Product Launch

Trade Fair

Business Planning Oral Presentation

Team Market Research

Team Production of Product/Service

Team Selling and Marketing Activities

Winding Up Activities

1. The checklist provides the course completion requirements of the YE Certificate. An exam pass is also

required for completion of the YE Certificate.

2. All meeting agendas and minutes are required but only three need to be in hard copy.

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YE Certificate Course Requirements - Student Review and Evidence Statements

There are two student review and two evidence statements required for Young Enterprise Course requirements.

It is sensible to overview the content with students when introducing the course so that students are aware of

what sort of information to collect as they progress through the experiential programme. A journal is an excellent

tool for students to use to capture their progress and would include tasks completed, meetings, research etc.

While the student review and evidence statements have dates on them, these are a guide. This work remains

with the teacher as part of the individual course assessment for each student toward the Young Enterprise

Course Requirements. As the teacher delivering the programme you can set dates that suit your timetable,

however we recommended that you try not to vary these dates greatly.

The following instructions should be given to students:

All questions are to be answered in full.

All questions must be answered within the context of your Lion Foundation Young Enterprise Company

experience.

These documents are part of the assessment evidence that is required to be collected for the YE

Certificate and/or the NZIM Certificate in Management (Enterprise Option), paper 836

Your school’s re-sit policy applies to this document.

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STUDENTS REVIEW STATEMENT ONE Due May

Section A to Section E – all sections must be completed. Students may use additional pages or line if

required

Section A: Company Vision/Mission Statement

1. State and explain your YES Company’s vision and/or mission statement.

2. What contributions can you make to help the company achieve the vision and/or mission statement?

3. Identify what you want to achieve by being a member of your YES Company?

Section B: Your Role – Personal tasks

4. Identify and then describe at least two tasks you have done so far in your Young Enterprise Company this year.

5. Illustrate how the tasks you undertook contributed to your directorship role and the operation of your YES

Company.

6. Explain at least two challenges you faced in carrying out your role and how they arose.

Challenge Explanation

7. If you had the opportunity again, what would you do differently?

Justify your answer.

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8. If you had the opportunity again, what would you do in the same way? Justify your answer.

9. Outline how you filed your personal copies of the required sections of the Section A of the Evidence

Statement.

Section C: Planning

10. Specify (a) at least three tasks that you need to do next in your directorship role and (b) at least two tasks not specifically related to your directorship role.

State when these tasks need to be completed by.

ACTION POINTS (KPIs) BY WHEN?

1.Directorship Tasks

2.

3.

4.Other tasks

5.

Section D: Peer Review

11. Nominate two other YES team members you have worked with and outline the extent to which you were able to rely on them.

Team members

Extent on which you could rely on them (give an example)

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Section E: Enterprising Attributes

12. Give five separate examples of how have you demonstrated enterprise attributes within your YES company experience. You must state the attribute AND give an example of how this attribute was demonstrated. (Select five of the following enterprise attributes.)

Thinking Managing self Relating to others Participating and contributing

generate and use creative ideas and processes

maintain a focus on results with a ‘can do’ attitude

carry through an agreed responsibility

co-operate effectively with others

identify, assess and manage calculated risks

monitor and evaluate own performance

behave ethically resolve conflict in a constructive and negotiated manner

focus on knowing how carefully plan time and energy

manage power and authority

learn from mistakes effectively manage resources

solve problems in a business context

be flexible when dealing with change

see, identify and assess opportunities

Attribute Example demonstrated

1

2

3

4

5

13. Assess your overall personal contribution so far to the overall performance of your YES Company and grade

yourself on the continuum below. Justify what you have given yourself this grade.

No contribution Outstanding contribution

1 2 3 4 5 6 7 8 9 10 Justification:

Student Review Statement Teacher Completion checklist

Achieved

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Section A: Identify personal role in implementing the vision and mission.

Section B: Demonstrate and analyse effectiveness of personal Contribution.

Section C: Describe action points to be completed

Section D: Evaluate relationship with others in the enterprise

Section E: Reflect on development of enterprising attributes

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STUDENT REVIEW STATEMENT TWO Due August

Section A to Section E – all sections must be completed

Students may use additional pages or line if required

Section A: Your Role – Personal tasks 1. Take two of the tasks (one for the directorship role and one for the other task) you identified in Question 10

of the last review.

Explain in depth how successful you were in relation to these two actions, both from a time perspective and from a completion perspective.

Task Explanation

1. Identify at least two further challenges you faced in carrying out your role since the last review and

describe how these challenges arose.

Challenge How the challenge arose

3. If you had the opportunity again, what would you do differently? Justify your answer.

4. If you had the opportunity again, what would you do in the same way?

Justify your answer.

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Section B: Planning

5. Specify

(a) at least three tasks that you need to do next in your directorship role and (b) at least two tasks not specifically related to your directorship role. State when these tasks need to be completed by.

ACTION Points (KPIs) BY WHEN?

1.Directorship Tasks

2.

3.

4.Other tasks

5.

Section C: Enterprising Attributes 5. Give five separate examples of how have you demonstrated enterprise attributes within your YES company

experience. You must state the attribute AND give an example of how this attribute was demonstrated. (Select five of the following enterprise attributes)

Thinking Managing self Relating to others Participating and contributing

generate and use creative ideas and processes

maintain a focus on results with a ‘can do’ attitude

carry through an agreed responsibility

co-operate effectively with others

identify, assess and manage calculated risks

monitor and evaluate own performance

behave ethically resolve conflict in a constructive and negotiated manner

focus on knowing how carefully plan time and energy

manage power and authority

learn from mistakes effectively manage resources

solve problems in a business context

be flexible when dealing with change

see, identify and assess opportunities

Attribute Example Demonstrated

1

2

3

4

5

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7. Give five separate examples of how have you demonstrated enterprise skills within your YES company

experience. You must state the skill AND give an example of how this skill was demonstrated. (Select five of the following enterprise skills.)

Enterprise skills

Innovation Marketing Operations/production Evaluation

Team work Brainstorming Managing Resources Research

Human Resources Finance Leadership Problem solving

Skill Example demonstrated

1

2

3

4

5

8. Assess your overall personal contribution so far to the overall performance of your YES Company and grade

yourself on the continuum below. Justify what you have given yourself this grade.

No contribution Outstanding contribution

0 1 2 3 4 5 6 7 8 9 10 Justification:

Student Review Statement Teacher Completion checklist

Achieved

Section A: Demonstrate and analyse effectiveness of personal contribution.

Section B: Describe action points to be completed

Section C: Reflect on development of enterprising skills and attributes

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STUDENT EVIDENCE STATEMENT ONE Due May

INTRODUCTION

Evidence is required of the personal contribution by each student to the Young Enterprise Company activities and events. Evidence must include:

the appropriate YE Company documents

comments on and references to the relevant company documents (if a company file exists in addition to the personal document file).

The evidence provided should be accurate and consistent with other Young Enterprise Company Director’s documentation. It should be provided in sufficient detail and reflect good business practice. Documentation Checklist (place a tick in the box if evidence is attached)

A - Personal evidence of documents Provide a personal hard copy of the following documents:

Constitution

List of shareholders and value of shareholding

CV and job description

Meeting agendas and minutes (Date____________)

B - Personal Contribution Evidence

Relevant YES Business Plan sections or pages highlighted and attached

Describe your contribution to the preparation of the YES Business Plan

C - Describe specific actions you took during or your contribution to:

1. E-Day

2. Market Research

3. Product launch

4. Business Plan presentation

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STUDENT EVIDENCE STATEMENT TWO Due October

INTRODUCTION

Evidence is required of the personal contribution by each student to the Young Enterprise Company activities and events. Evidence must include:

the appropriate YE Company documents

comments on and references to the relevant company documents (if a company file exists in addition to the personal document file).

The evidence provided should be accurate and consistent with other Young Enterprise Company Director’s documentation. It should be provided in sufficient detail and reflect good business practice.

A - Personal evidence of documents

Provide a personal hard copy of the following documents:

Meeting Agendas and Minutes (date: ) Meeting Agendas and Minutes (date: ) Meeting Agendas and Minutes (date: ) YES Company Tax Return YES Company Financial Statements

B - Personal Contribution Evidence

Relevant YES Company Annual Report sections or pages are highlighted and attached

Describe your contribution to the preparation of the YES Company Annual Report.

C - Describe specific actions you took during or your contribution to: 5. Trade Fair Styled Event

6. Production of Product or Service

7. Selling and Marketing Activities

8. Winding Up Activities

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Young Enterprise Examination

The Young Enterprise Examination reviews the experience of a YES student in relation to a relevant case

study. Students have the opportunity to demonstrate their transfer of learning from their own experience to that

of another YES Company. The Young Enterprise Exam is

Straight forward (the marking schedule is clear and precise).

An ideal, opportunity to review students’ learning.

Provides 14 credit equivalents at Level 3 (as part of the YE Certificate)

Is a useful mock exam for internal assessment of AS

The Human Resource question can be used as part of the assessment for internal Business

Studies Achievement Standard 3.5 - Analyse a human resource issue affecting a business

(LO1) – 3 credits

Auckland University of Technology, academic sponsor of YES, provides the case study examination and marks

the papers. At the start of Term Three a case study will be made available to the teachers and registered

students who can discuss the issues in the case study in class. This case study (without markings or notes)

can be taken into the Examination. An answer booklet is provided for the answers to the examination

questions.

The 2013 YES Examination question paper has four compulsory questions that examine the YES experience

from a holistic perspective. All questions are of equal value (25%). The four questions relate to:

Human Resources

Business planning and managing resoruces

Marketing

Innovation and Enterprise

This is a national exam of three hours with a 10 minute reading time that must be sat on the date and time

stipulated (August). Any changes to the exam conditions or marking criteria will be notified in the Education

Gazette. The Examination Fee is $25.

*Applications for alternative arrangements will only be approved under extenuating circumstances and

applications must be made to YE Trust in writing and approved by the Chief Examiner prior.

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Exam Registration

Online registration will be open in term 2. Please note that late registrations will not be accepted by the

examiner except in exceptional circumstances and a late fee will be charged. This is a formal national

examination and the same conditions apply for registration as for the NCEA and other national examinations.

Only fully paid up and registered YES students are eligible to sit the examination and exam fees must be paid

prior to the exam date. Examination invoices will be sent to schools mid - June.

Teacher Accreditation to Deliver the Exam

It is a requirement for delivery of the YE examination that schools have one YE Certificate accredited teacher

at the school. This is different from the professional development training in “Delivery of YES”. Check to see if

there is an accredited YE Certificate teacher in your school. YE Certificate examination accreditation is

provided by Young Enterprise Trust on CD so that you can complete it at your leisure. This can be ordered at

[email protected] by putting YE Exam CD in the subject line. There is also a podcast on exam preparation

from the Chief Examiner at AUT University to play to students..

Results

YES Examination results are declared in late October by the AUT exam board.

Results will then be made available to schools.

AUT University Faculty of Business and Law provide a $1000 award

and a full fees scholarship to the AUT YES Scholar of the Year for

the student with the highest mark in the exam. The student and

teacher are invited to attend the National Awards celebration as their

guests.

.

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