©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
Page27of62
D/508/4167 MaritimeOperationsManagement
UnitStatus GroupAUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony
Page28of62
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
Page29of62
D/508/4170 BusinessResearch
UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony
Page30of62
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
Page31of62
M/508/4156 LeadershipandEnterprise
UnitStatus GroupBUnitLevel 6CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony
Page32of62
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
Page37of62
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
Page38of62
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
Page42of62
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
Page44of62
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.
Page51of62
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
Page52of62
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
Page56of62
Usethespacebelowtoprovideafullaccountofthewitnesstestimonyprovided Criteriacoveredbyassessment
Usethisspacetoprovidefeedbacktothelearner:
LearnerSignature Date:
AssessorSignature Date:
WitnessSignature Date:
IQASignature(ifsampled) Date:
©2015SFEDIAwards Page57of62
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
©2015SFEDIAwards Page58of62
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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SFEDIAwards53ConiscliffeRoadDarlingtonCountyDurhamDL37EHT: 08452245928