SITXMGT002Establish and conduct business relationships

SITXMGT002Establish and conduct business relationshipsSIT50416 Diploma of Hospitality ManagementLearner Workbook  

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Student Name:            _________________________________________________

Assessor Name:            ________________________________________________

Student Signature: ______________________ Date: _____ / _____ / ______

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Table of Contents

Table of Contents. 1

Instructions to Learner 3

Assessment instructions. 3

Assessment requirements. 6

Candidate Details. 7

Assessment – SITXMGT002: Establish and conduct business relationships. 7

Observation/Demonstration. 8

Third Party Guide. 9

Third party details (required information from the learner) 9

Activities. 10

Activity 1A. 10

Activity 1A checklist – for assessor 11

Activity 1B. 12

Activity 1B checklist – for assessor 13

Activity 1C. 14

Activity 1C checklist – for assessor 15

Activity 2A. 16

Activity 2A checklist – for assessor 17

Activity 2B. 18

Activity 2B checklist – for assessor 19

Activity 2C. 20

Activity 2C checklist – for assessor 21

Activity 3A. 22

Activity 3A checklist – for assessor 23

Activity 3B. 24

Activity 3B checklist – for assessor 25

Activity 4A. 26

Activity 4A checklist – for assessor 27

Activity 4B. 28

Activity 4B checklist – for assessor 29

Activity 4C. 30

Activity 4C checklist – for assessor 31

Activity 4D. 32

Activity 4D checklist – for assessor 33

Summative Assessments. 34

Section A: Skills activity. 35

Summative assessments: Section A checklist 36

Section B: Knowledge activity (Q & A) 37

Summative assessments: Section B checklist 38

Section C: Performance activity. 39

Summative assessments: Section C checklist 40

Workplace Documentation – for learner 41

Workplace documents checklist 41

Supplementary Oral Questions (optional) – for assessor 42

Competency record to be completed by assessor 45

Instructions to Learner

Assessment instructions


Prior to commencing the assessments, your trainer/assessor will explain each assessment task and the terms and conditions relating to the submission of your assessment task. Please consult with your trainer/assessor if you are unsure of any questions. It is important that you understand and adhere to the terms and conditions, and address fully each assessment task. If any assessment task is not fully addressed, then your assessment task will be returned to you for resubmission. Your trainer/assessor will remain available to support you throughout the assessment process.

Written work

Assessment tasks are used to measure your understanding and underpinning skills and knowledge of the overall unit of competency. When undertaking any written assessment tasks, please ensure that you address the following criteria:

  • Address each question including any sub-points
  • Demonstrate that you have researched the topic thoroughly
  • Cover the topic in a logical, structured manner
  • Your assessment tasks are well presented, well referenced and word processed
  • Your assessment tasks include your full legal name on each and every page.

Active participation

It is a condition of enrolment that you actively participate in your studies. Active participation is completing all the assessment tasks on time.


Plagiarism is taking and using someone else’s thoughts, writings or inventions and representing them as your own. Plagiarism is a serious act and may result in a learner’s exclusion from a course. When you have any doubts about including the work of other authors in your assessment, please consult your trainer/assessor. The following list outlines some of the activities for which a learner can be accused of plagiarism:

  • Presenting any work by another individual as one’s own unintentionally
  • Handing in assessments markedly similar to or copied from another learner
  • Presenting the work of another individual or group as their own work
  • Handing in assessments without the adequate acknowledgement of sources used, including assessments taken totally or in part from the internet.

If it is identified that you have plagiarised within your assessment, then a meeting will be organised to discuss this with you, and further action may be taken accordingly.


Collusion is the presentation by a learner of an assignment as their own that is, in fact, the result in whole or in part of unauthorised collaboration with another person or persons. Collusion involves the cooperation of two or more learners in plagiarism or other forms of academic misconduct and, as such, both parties are subject to disciplinary action. Collusion or copying from other learners is not permitted and will result in a “0” grade and NYC.

Assessments must be typed using document software such as (or similar to) MS Office. Handwritten assessments will not be accepted (unless, prior written confirmation is provided by the trainer/assessor to confirm).

Competency outcome

There are two outcomes of assessments: S = Satisfactory and NS = Not Satisfactory (requires more training and experience).

Once the learner has satisfactorily completed all the tasks for this module the learner will be awarded “Competent” (C) or “Not yet Competent” (NYC) for the relevant unit of competency.

If you are deemed “Not Yet Competent” you will be provided with feedback from your assessor and will be given another chance to resubmit your assessment task(s).  If you are still deemed as “Not Yet Competent” you will be required to re-enrol in the unit of competency.

Additional evidence

If we, at our sole discretion, determine that we require additional or alternative information/evidence in order to determine competency, you must provide us with such information/evidence, subject to privacy and confidentiality issues. We retain this right at any time, including after submission of your assessments.


We will treat anything, including information about your job, workplace, employer, with strict confidence, in accordance with the law. However, you are responsible for ensuring that you do not provide us with anything regarding any third party including your employer, colleagues, and others, that they do not consent to the disclosure of. While we may ask you to provide information or details about aspects of your employer and workplace, you are responsible for obtaining the necessary consents and ensuring that privacy rights and confidentiality obligations are not breached by you in supplying us with such information.

Assessment appeals process

If you feel that you have been unfairly treated during your assessment, and you are not happy with your assessment and/or the outcome as a result of that treatment, you have the right to appeal. You must first discuss the issue with your trainer/assessor. If you would like to proceed further with the request after discussions with your trainer/assessor, you need to lodge your appeal to the course coordinator, in writing, outlining the reason(s) for the appeal.

Recognized prior learning

Candidates will be able to have their previous experience or expertise recognized on request.


Special needs

Candidates with special needs should notify their trainer/assessor to request any required adjustments as soon as possible. This will enable the trainer/assessor to address the identified needs immediately.

Assessment requirements

Assessment can either be:

  • Direct observation
  • Product-based methods e.g. report, role plays, work samples
  • Portfolios – annotated and validated
  • Questioning
  • Third-party evidence.

If submitting third-party evidence, the Third Party Observation/Demonstration document must be completed by the agreed third party.

Third parties can be:

  • Supervisors
  • Trainers
  • Team members
  • Clients
  • Consumers.

The third party observation must be submitted to your trainer/assessor, as directed.

The third party observation is to be used by the assessor to assist them in determining competency.

The assessment activities in this workbook assess aspects of all the elements, performance criteria, skills and knowledge, and performance requirements of the unit of competency.

To demonstrate competence in this unit you must undertake all activities in this workbook and have them deemed satisfactory by the assessor. If you do not answer some questions or perform certain tasks, and therefore you are deemed to be Not Yet Competent, your trainer/assessor may ask you supplementary questions to determine your competence. Once you have demonstrated the required level of performance, you will be deemed competent in this unit.

Should you still be deemed Not Yet Competent, you will have the opportunity to resubmit your assessments or appeal the result.

As part of the assessment process, all learners must abide by any relevant assessment policies as provided during induction.

If you feel you are not yet ready to be assessed or that this assessment is unfair, please contact your assessor to discuss your options. You have the right to formally appeal any outcome and, if you wish to do so, discuss this with your trainer/assessor.

Candidate Details

Assessment – SITXMGT002: Establish and conduct business relationships

Please complete the following activities and hand them in to your trainer/assessor for marking. This forms part of your assessment for SITXMGT002: Establish and conduct business relationships.

Name:                  _____________________________________________________________

Address:               _____________________________________________________________


Email:                   _____________________________________________________________

Employer:            _____________________________________________________________


I declare that no part of this assessment has been copied from another person’s work with the exception of where I have listed or referenced documents or work and that no part of this assessment has been written for me by another person. I also understand the assessment instructions and requirements and consent to being assessed.

Signed:                 ____________________________________________________________

Date:                    ____________________________________________________________

If activities have been completed as part of a small group or in pairs, details of the learners involved should be provided below:

This activity workbook has been completed by the following persons and we acknowledge that it was a fair team effort where everyone contributed equally to the work completed. We declare that no part of this assessment has been copied from another person’s work with the exception of where we have listed or referenced documents or work and that no part of this assessment has been written for us by another person.

Learner 1:           ____________________________________________________________

Signed:                 ____________________________________________________________

Learner 2:           ____________________________________________________________

Signed:                 ____________________________________________________________

Learner 3:           ____________________________________________________________

Signed:                 ____________________________________________________________


Throughout this unit, you will be expected to show your competency of the elements through observations or demonstrations. Your trainer/assessor will have a list of demonstrations you must complete or tasks to be observed. The observations and demonstrations will be completed as well as the activities found in this workbook.

An explanation of observations and demonstrations:

Observation is on-the-job

The observation will usually require:

  • Performing a work based skill or task
  • Interaction with colleagues and/or customers.

Demonstration is off-the-job

A demonstration will require:

  • Performing a skill or task that is asked of you
  • Undertaking a simulation exercise.

Your trainer/assessor will inform you of which one of the above they would like you to do. The observation/demonstration will cover one of the unit’s elements.

The observation/demonstration will take place either in the workplace or the training environment, depending on the task to be undertaken and whether it is an observation or demonstration. Your trainer/assessor will ensure you are provided with the correct equipment and/or materials to complete the task. They will also inform you of how long you have to complete the task.

You should be able to demonstrate the skills, knowledge and performance criteria required for competency in this unit, as seen in the Learner Guide.

Third Party Guide

You should supply details of the third party to the assessor before you commence the activities (see below), unless the assessor has already selected a third party themselves. The assessor can then contact the third party in instances where they require more evidence to determine competency, or they cannot observe certain tasks themselves.

The reasons to use a third party may include:

  • Assessment is required in the workplace
  • Where there are health and safety issues related to observation
  • Patient confidentiality and privacy issues are involved.

If you are not employed, or able to complete demonstrative tasks in the workplace, you will need to inform the assessor. They will be able to provide you with a simulated environment in which to complete these tasks.

We would prefer that, wherever possible, these be “live” issues for your industry and require application of the principles that you are learning as part of your training. Where this is not possible, you and your third party should simulate the activity tasks and demonstrations that you believe would be likely to arise in your organisation or job role.

Third party evidence can also be used to provide “everyday evidence” of tasks included in your work role that relates to the unit of competency but are not a part of the formal assessment process.

The third party is not to be used as a co-assessor – the assessor must make the final decision on competency themselves.

Documents relevant to the collection of third-party evidence are included in the Third Party section in the Observations/Demonstrations document.

Third-party details (required information from the learner)

A third party may be required for observations or demonstrations; please provide details below of your nominated third party and obtain their signature to confirm their agreement to participate. This information will be required by your trainer/assessor in advance of arranging any future observations or demonstrations.

Third party name:               ______________________________________________________________

Position of third party:               ______________________________________________________________

Telephone number:               ______________________________________________________________

Email address:                   ______________________________________________________________

Declaration for nominated third party

I declare my intention to act as third party for (learner’s name here) __________________________

Third party signature:     _____________________________________   Date: ___________________


Complete the following activities individually or in a group (as applicable to the specific activity and the assessment environment).

Activity 1A

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to know how to establish relationships in line with organizational requirements and protocols.
Q&AWhat type of business relationships do you need to have for your business/work and how would you go about establishing these?           The business relationship includes the following:   Collaborative partnerships are based on the engagement of, for example, finance, expertise, and people at least two parties agreeing to share resources. Collaborative partnership organizations share shared objectives. All parties need to work together in a collaborative relationship.   Peer connections are partnerships that have no formal authority with persons operating on equal levels within the corporate structure. Millennials and new staff members who join organizations look for employment that makes sense. Your job must be aimed and satisfactory.   In general, business consultants operate in fields such as marketing, human resources, management, finance, and accounting. Business consultants are accountable for analyzing problems and offering business solutions to improve the operations of enterprises.   Sector organizations play a vital part in ensuring that individual companies in an industry are given a collective voice. However, associations and their members (no matter their size) have to be aware of their competition duties.   Engagement and trust between the buyer and the provider are the essential foundation of this kind of partnership. The fundamental aim is to maintain a long-term connection that benefits one another. Purchasers choose this kind of connection mainly in cases when the choice of providers is less selective.   Also known as corporate consultants, corporate consultants are responsible for designing and implementing corporate strategies to improve operational and financial management. They establish budgets, advise on projects and commercialization and analyze risk.   Business networking means developing a reciprocal relationship with other business people and potential consumers. Often, it is a business owner’s networking activities that bring the greatest benefits for tiny companies.   An individual or organization providing service to another party is a service provider. Services are generally provided through a service agreement between a services provider and a firm.    

Activity 1B

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to understand the use of effective communication skills and techniques to build business relationships.
Q&AProvide an example of when you have successfully used effective communication skills/techniques to establish a workplace relationship.           A cover letter is an excellent opportunity to discuss your communication abilities. While you may discuss how successfully you communicate here more directly, your cover letters are one of the first impressions of your talents on the employer. The cover letter will be succinct, written, devoid of types and orthographic mistakes, and targeted to your post.    

Activity 1C

Estimated Time15 Minutes
ObjectiveTo provide you with an opportunity to proactively identify and take up opportunities to maintain regular contact with customers and suppliers.
Q&AProvide five ways that you can proactively maintain regular contact with customers and suppliers.     Five ways are listed below-                  

Activity 2A

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to incorporate feedback and input from colleagues into a negotiation where appropriate.
Q&A        You may wish to build tactics that function favorably through the different circumstances for you to participate in discussions with your company connections. Strategies enable you to plan and modify your approach in response to discussions. It can be used to safeguard business connections.     Strategies for negotiation: –             

Activity 2B

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to understand how to communicate the results of negotiations to appropriate colleagues and stakeholders within appropriate timeframes.
Q&A    1. The outcome of the talks must be conveyed to the appropriate organizational personnel and stakeholders once the negotiations have been concluded. This might include:                 This should be conveyed within a fair or agreed duration that both parties consider being mutually acceptable. You may need to share your results with your audience and their availability in face-to-face meetings, telephone, or writing.     2. Timeframes may contain:    

Activity 3A

Estimated Time30-40 Minutes
ObjectiveTo provide you with an opportunity to know how to confirm agreements in writing according to organizational requirements, using formal contracts where appropriate.
Work activityChoose an agreement/contract type and produce a written draft template that can be used by your organization/workplace. (Show this below or attach this as a separate page to your workbook.)     This agreement between [Company name] and [Contact name]  is hereby entered into on this date: [Date here]. Purpose: [Company name] and [Contact name] will be entering into discussions involving [Company name]’s development and operation, which require [Company name] to disclose confidential information to [Contact name] on an ongoing basis. This agreement’s purpose is to ensure confidentiality and to prevent [Contact name] from disclosing such confidential information. [Company name] and [Contact name] hereby agree to the following: A: Throughout this agreement, the term “confidential information” will refer to any information related to [Company name] that is generally not known to any third parties, and is owned by [Company name]. Confidential information includes, but is not limited to: Product strategies Finances Contract discussions Trade secrets Investing strategies Marketing strategies Business plans Other business affairs of [Company name]   B: [Contact name] understands that any intentional or unintentional disclosure of confidential information may be detrimental to [Company name] and accordingly agrees: Not to disclose discussions with [Company name] except when required by law Not to use any confidential information in any way other than for authorized purposes To maintain confidentiality at all times unless express written permission is received from [Company name] That upon dissolution, all records related to [Company name] will be returned   C: The terms outlined above shall not apply when specific information: Becomes part of public domain Can be proven to be already owned by [Company name] before signing the agreement [Company name] expressly gives written permission of disclosure Is court-ordered for disclosure   D: Should a court order for disclosure of confidential information be received by [Contact name], [Company name] must be notified immediately to either seek protective orders or waive this agreement according to the circumstances involved.   E: Both parties understand that confidential information is owned by [Company name] and any disclosure of such to [Contact name] does not convey any manner of a license, title, or right to this information and may not appropriate any portion of it for unauthorized uses. F: Termination of the relationship between [Company name] and [Contact name] does not relieve [Contact name] and associates of their obligations outlined in this agreement, including the return of all records.   G: This agreement shall be governed under the jurisdiction of the state of [State name]   Signed:   (company)   Signed:   (contact) Name of Signatory:     Name of Signatory:   Date:     Date:    

Activity 3B

Estimated Time15 Minutes
ObjectiveTo provide you with an opportunity to understand how to obtain approvals for all aspects of formal agreements according to organizational procedures; and evaluate and act on the need for specialist advice as required.
Q&A      Follow the procedures of your organization to guarantee proper behavior. It may involve providing you and the other party a certain timeframe to examine the contract/agreement that was drawn up, requesting consent for any modifications to this agreement, and engaging in organizational consultations on the revision of the agreement/contract. Senior or key personnel may additionally require your organizational permissions. 2. This is also the time to consider whether you require expert guidance to help you with your contract. The legal professional, industrial specialist, or technological specialists might be included in expert advice. You will not lose sight of needs or incomprehensive criteria by searching for professional guidance from your organization. For example, if you agree to host a foreign event you will need to know about elements such as energy supply, environmental levels of nuisance, and equipment resources. A technical specialist may explain technical features and needs that you may need. Legal counsel will protect you/your organization, which may not be your own, from accepting any unforeseen considerations and obligations.      

Activity 4A

Estimated Time40 Minutes
ObjectiveTo provide you with an opportunity to proactively seek, review, and act upon information needed to maintain sound business relationships.
Work activityBriefly research a potential business contact that may be useful for you/your organization to work with, and perform the following:     To provide the best possible method to build and manage your commercial connections You need a proactive strategy in your relationships with your organization and company needs. Proactive means: means: · Make contact actively · Create contact opportunities · Fuck your interactions are in control. You will need to understand your business connections and customize your messages properly. Each will need a certain interaction between relationships/relationships. Take your time to learn. This will automatically ensure that individuals and their motives react appropriately. If you provide a personal touch, your connections will indicate that you appreciate and are prepared to give them your time. Give them your time. You ought to:    

Activity 4B

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to honor agreements within the scope of your responsibility, complying with agreed terms; and take account of agreed performance indicators.
Q&A    When a deal is reached that all parties write and sign the official documents, you will need the complete phrase specified to honor this. Agreements and contracts may be established for any specified amount of time, e.g. one month, one year, three years, etc. The responsibilities under the written contract/agreement shall be fulfilled by all parties. If a party fails to honor the agreement or cannot honor it, the contract may be violated and, if not peacefully resolved among the parties, legal action may be brought. For example, a party falling behind payments can agree to pay additional sums, together with their outstanding payments to services they get, so that the parties can obtain results that are acceptable and binding. For example. The solution will rely on the type of contract/agreement and the company connection.   2. KPIs may include: You may also need to influence designated KPIs when managing your commercial connections. This might involve objectives of improving the happiness of customers, enhancing cooperation relationships with businesspeople and economic suppliers rates from companies/service providers in the organization.    

Activity 4C

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to understand how to make adjustments to agreements in consultation with customers or suppliers and share information with appropriate colleagues.
Q&A    1.   With time, changes to existing agreements may be necessary. This can be caused by changes in needs by one or both partners or by the development of needs. A review and evaluation procedure should be carried out by both parties when modifying agreements to identify what is necessary. This might be different for every single party, and each side should ask the right colleagues or professionals for information and guidance. A business owner may include appropriate colleagues:         Although the agreement is just an adaptation of an existing one, it will nevertheless be subject to a thorough assessment to ensure that this modification does not have an unanticipated influence on other sectors.       2. Consultations between you and your staff are a two-way process when you listen to their problems and raise their concerns – communicate with each other about health and health issues – strive to exchange opinions and information and, before making choices, evaluate what your employees say. Consultation means that employees are asked and considered in the decision-making process. Working together to discover answers implies working in harmony. Consultation on critical workplace issues may increase the commitment of an employee with their work.      

Activity 4D

Estimated Time20 Minutes
ObjectiveTo provide you with an opportunity to know how to nurture relationships through regular contact and the use of effective interpersonal and communication styles.
Q&A          1.   Here are keys for the development and maintenance of business relations: Building business relations does not imply taping your resources when something is needed. When you have a fresh service offering, your gesture doesn’t appear true if you only ever contact a past customer. Likewise, do not expect to obtain one if you phone your seller just if you seek a good bargain. You can’t talk to all the contacts on your CRM system on a weekly or monthly basis. But you may concentrate on the precious. Identify and continuously monitor your best customers, partners, and suppliers. Express your interest in your company and inform them that you are here to help. Make this habit if you wish to maintain a living connection. Rather than assume you are satisfied with your customers and sellers, ask! Open communication is a fundamental part of every relationship. You encourage two-way conversations that might discover development opportunities when you inquire how your contacts feel. As new contacts enter your world, try to build trust over time with email marketing. As you cannot connect with everybody every week, utilise the technology to perform some job on your behalf in your email address book.   2. A company can understand better and show its commitment, share information, and, in general, make clients feel valued and important through regular communications with customers. You will make your customers feel appreciated and maximize their repeat business by keeping in regular touch. The update of your contacts is an ongoing process that is important to ensure the continuous interaction of your customers. And there is another reason why should give your contact data – so that people may be certain that your firm is authentic. It makes it simpler for people to trust you by making clear who you are and how people may come into contact.    

Summative Assessments

The summative assessments are the major activities designed to assess your skills, knowledge, and performance, as required to show competency in this unit. These activities should be completed after finishing the Learner Guide. You should complete these as stated below and as instructed by your trainer/assessor.

Skills, knowledge, and performance may be termed as:

  • Skills – skill requirements, required skills, essential skills, foundation skills
  • Knowledge – knowledge requirements, required knowledge, essential knowledge, knowledge evidence
  • Performance – evidence requirements, critical aspects of assessment, performance evidence.

Section A: Skills activity

The skills activity is designed to be a series of demonstrative tasks that should be assessed by observation (by the assessor or third party, depending on the circumstances).

It will demonstrate all of the skills required for this unit of competency – your assessor will provide further instructions to you, if necessary.

Section B: Performance activity

The performance activity is designed to be a practical activity performed either in the workplace or a simulated environment. You should demonstrate the required practical tasks for the unit of competency and be observed by the assessor and/or the third party, as applicable to the situation. If the third party is required to observe you, you will need to make the required arrangements with them.

If necessary for the activities, you should attach completed written answers, portfolios, or any evidence of competency to this workbook.

Section A: Skills activity

Objective: To provide you with an opportunity to show you have the required skills for this unit.

This activity will enable you to demonstrate the following skills:

  • Reading
  • Writing
  • Oral communication
  • Numeracy
  • Problem-solving
  • Initiative and enterprise

Answer the activity in as much detail as possible, considering your organizational requirements.

  1. As a workplace activity (or simulated workplace activity), prepare for and engage in a workplace negotiation, this may be entirely conducted by you or you may be part of a team that is negotiating.

This includes demonstrating the following:

  • Reading and interpreting information regarding negotiations, agreements (including potentially complex agreements), conditions, and contracts
  • Developing or participating in developing formal commercial contract agreements
  • Verbal communications to participating in negotiations
  • Evaluation of commercial data and cost structures in regards to the agreement/contract
  • Evaluation of both sides of the negotiations and awareness of maintaining the relationships while resolving issues
  • Building on the business relationship for maintaining relations and business.

This activity will need to be observed by the trainer/assessor or a third party and documented in the observations and demonstrations checklist document.

Summative assessments: Section A checklist

This should be used by the trainer/assessor to document the learner’s skills, knowledge, and performance as relevant to the summative assessment. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.

Learner’s name 
Assessor’s name 
Unit of Competence (Code and Title) 
Date(s) of assessment 
Has the activity been answered and performed fully, as required to assess the competency of the learner?    Yes         No     (Please circle)
Has sufficient evidence and information been provided by the learner for the activity?    Yes         No     (Please circle)
Provide your comments here:                  
The learner’s performance was:Not yet satisfactorySatisfactory
If not yet satisfactory, the date for reassessment: 
Feedback to the learner:                  
Learner’s signature 
Assessor’s signature 

Section C: Performance activity

Objective: To provide you with an opportunity to demonstrate the required performance elements for this unit.

This activity will enable you to demonstrate the following performance evidence:

  • Establish and maintain business relationships with at least two of the following:
  • cooperative partner with an organisation
  • contractor
  • customer
  • networks
  • supplier
  • Conduct formal negotiations, or make and manage agreements and contracts about the two relationships established above, relevant to the specific business context
  • Demonstrate the use of high-level communication and relationship building skills when conducting formal negotiations and making commercially significant business-to-business agreements in the above business relationships

Answer the activity in as much detail as possible, considering your organizational requirements.

  1. As a workplace activity (or simulated workplace activity), perform the following:
  • Establish and maintain two business relationships for some time as designated by your trainer/assessor, these must qualify from the list in the first bullet point above
  • In the course of business with your two contacts, conduct formal negotiations, or make and manage agreements and contracts as applicable to the situation
  • In negotiations and your business-to-business agreements with your two contacts, use appropriate communication and relationship-building skills to promote good working relations.

This activity will need to be observed by the trainer/assessor or a third party and documented in the observations and demonstrations checklist document.

Summative assessments: Section C checklist

This should be used by the trainer/assessor to document the learner’s skills, knowledge, and performance as relevant to the summative assessment. Indicate in the table below if the learner is deemed satisfactory (S) or not satisfactory (NS) for the activity or if reassessment is required.

Learner’s name 
Assessor’s name 
Unit of Competence (Code and Title) 
Date(s) of assessment 
Has the activity been answered and performed fully, as required to assess the competency of the learner?    Yes         No     (Please circle)
Has sufficient evidence and information been provided by the learner for the activity?    Yes         No     (Please circle)
Provide your comments here:                  
The learner’s performance was:Not yet satisfactorySatisfactory
If not yet satisfactory, the date for reassessment: 
Feedback to the learner:                  
Learner’s signature 
Assessor’s signature 

Workplace Documentation – for learner

Workplace documents checklist

To demonstrate and support workplace knowledge, workplace documents can be submitted to the assessor or third party. Indicate in the table below the documents that have been provided. Please refer to your trainer/assessor if clarification is required or if you have any further questions on what you can provide or use.

Document name/descriptionDocument attached
 Yes     No    (Please circle)
  Yes    No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
 Yes     No    (Please circle)
For RTO use only
Have originals or digital copies been supplied for the workplace documents?Yes     No    (Please circle)
If not originals, have the originals been validated or checked?Yes     No    (Please circle)
Learner’s signature 
Assessor’s signature 
Assessor’s signature 

Competency record to be completed by the assessor

This should be used by the trainer/assessor to document the learner’s skills, knowledge and performance as relevant to the overall unit. Indicate in the table below if the learner is deemed competent or not yet competent for the unit or if reassessment is required.

Learner’s name 
Assessor’s name 
Unit of Competence (Code and Title) 
Date(s) of assessment 
Has the learner completed all required assessments to a satisfactory standard?    Yes         No     (Please circle)
Has sufficient evidence and information been provided by the learner to prove their competency across the entire unit?    Yes         No     (Please circle)
The learner has been assessed as competent in the elements and performance criteria and the evidence has been presented as:
Authentic    Yes         No     (Please circle)
Valid    Yes         No     (Please circle)
Reliable    Yes         No     (Please circle)
Current    Yes         No     (Please circle)
Sufficient    Yes         No     (Please circle)
Learner is deemed:Not yet competentCompetent
If not yet competent, date for re-assessment:    
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