SVQ in Team Leading Level 2

SVQ 2 in Team Leading at SCQF level 5

Candidate Recording Forms

Award Code: GC49 22

Candidate name:

Candidate Recording Forms for SVQ Team Leading level 2

ContentsPage

Structure for the SVQ 2 in Team Leading at SCQF level 51

Using the Candidate Recording Forms2

SVQ 2 in Team Leadingat SCQF level 5 — Summary Matrix4

SVQ 2 in Team Leading at SCQF level 5 — Index of Evidence5

Unit Achievement Record example 6

Candidate Recording Forms7

Candidate Recording Forms for SVQ Team Leading level 2

Structure of the SVQ 2 in Team Leading at SCQF level 5

Candidates will need to complete four mandatory Units and two optional Units in order to achieve the full qualification.

Mandatory Units

DR64 04Manage your own resources (A1)

FD3H 04Develop productive working relationships with colleagues (D1)

FM52 04Allocate and check work in your team (D5)

FM5E 04Ensure your own action reduce risks to health and safety (E5)

Optional Units

FM4J 04Provide leadership for your team (B5)

FM4N 04Encourage innovation in your team (C1)

F2GX 04Help team members address problems affecting their performance (D8)

F2GY 04Participate in meetings (D12)

FM57 04Initiate and follow disciplinary procedure (D14)

FM58 04Initiate and follow grievance procedure (D15)

FM5T 04Resolve customer service problems (F5)

FM5V 04Monitor and solve customer service problems (F6)

FM5W 04Support customer service improvements (F7)

FM5X 04Work with others to improve customer service (F8)

H41M 04Induct individuals into their roles (DA3)

H41N 04Manage team communications (DB5)

H41P 04Promote staff wellbeing (DB9)

H41R 04Identify individuals’ learning needs and styles (DC1)

Using the Candidate Recording Forms

The candidate recording forms are designed to assist candidates chart their progress through the SVQ. The forms can be used to record the evidence the candidate is presenting towards achievement of the Unit/award. They are not mandatory and Centres can choose to develop their own recording forms.

Assessment Guidance for the SVQ 2 in Team Leading at SCQF level5 states on pages 12 – 13 that candidates are expected to show how their evidence relates to all aspects of the standards. This is because it is important that the evidence is presented in a clear, consistent and legible fashion to ensure that the assessor can make appropriate judgements about the quality, sufficiency and currency of the materials being offered for consideration. To assist the assessor in finding his or her way around the evidence, it would be helpful if candidates numbered each piece of evidence clearly and provided a list of all evidence submitted. Each item of evidence can be denoted by its number together with a brief description.

Three different recording forms are given:

1Summary Matrix — this can be used as an on-going record of candidate progress through the award.

2Index of evidence — this can be used to list all items of evidence submitted.

3Unit achievement record — this can be used to show that the candidate has submitted evidence which meets all parts of the standards:

performance criteria

Knowledge and Understanding

It can be used by assessors and internal verifiers to sign off completed Units.

In order to illustrate the use of the Unit achievement record, a completed form for a fictitious Unit has also been included. This is because the evidence submitted for actual units varies considerably between candidates. If an actual Unit had been chosen, there is a danger that it could be seen as indicating that candidates must include particular items of evidence for the Unit.

It should be noted that the match between an item of evidence and an outcome of effective performance and/or Knowledge and Understanding statement depends on the specific qualities of the item of evidence being presented. For example, appraisal records can vary considerably in terms of the level of detail included from very basic to very comprehensive, depending on the organisation. Care should, therefore, be taken to ensure that the evidence presented is relevant to the Unit(s), outcome(s) of effective performance, or Knowledge and Understanding statement(s) being claimed.

The Unit achievement record is insufficient on its own to meet the requirements on presentation of evidence. Assessment Guidance for the SVQ 2 in Team Leading at SCQF level5, page 13,also states that a candidate must demonstrate that s/he is aware of how the evidence submitted proves that s/he does work in accordance with the standards and understands why the standards represent good managerial practice.

This can be done by a personal report, making notes to accompany the evidence or professional discussion or by any combination of these methods.

SVQ 2 in Team Leading at SCQF level 5 — Summary Matrix

SQA
Unit Number / SSB
Unit Number / Unit title / Ready for Assessment / Date Achieved
Mandatory Units (four Units required)
DR64 04 / A1 / Manage your own resources
FD3H 04 / D1 / Develop productive working relationships with colleagues
FM52 04 / D5 / Allocate and check work in your team
FM5E 04 / E5 / Ensure your own action reduce risks to health and safety
Optional Units (two Units required)
FM4J 04 / B5 / Provide leadership for your team
FM4N 04 / C1 / Encourage innovation in your team
F2GX 04 / D8 / Help team members address problems affecting their performance
F2GY 04 / D12 / Participate in meetings
FM57 04 / D14 / Initiate and follow disciplinary procedure
FM58 04 / D15 / Initiate and follow grievance procedure
FFM5T 04 / F5 / Resolve customer service problems
FM5V 04 / F6 / Monitor and solve customer service problems
FM5W 04 / F7 / Support customer service improvements
FM5X 04 / F8 / Work with others to improve customer service
H41M 04 / DA3 / Induct individuals into their roles
H41N 04 / DB5 / Manage team communications
H41P 04 / DB9 / Promote staff wellbeing
H41R 04 / DC1 / Identify individuals’ learning needs and styles

SVQ 2 in Team Leadingat SCQF level 5 — Index of Evidence

Evidence Number / Description of Evidence

Candidates can complete the index by entering each item of evidence into it. They can do this on an on-going basis as they go through the process of building their portfolio. There is no need for the evidence to be sequential to fit in with the order of the portfolio. Individual items can be identified by their number. Candidates can adopt any numbering or lettering system they wish. They can group related items of evidence together (eg 1a – 1e) or treat each item separately. The critical requirement is that whatever system is adopted, it should be easy to follow.

Candidate Recording Forms for SVQ Team Leading level 21

Unit achievement record(Example)

Unit title:(Unit Code)Time Management (Fictitious Unit)

Performance Criteria / Knowledge and Understanding
General / Industry/Sector Specific / Context Specific
Evidence No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 1 / 2 / 3 / 4 / 5 / 1 / 1 / 2 / 3 / 4 / 5
1a – 1 e / Diary entries /  /  /  /  /  /  /  / 
2a – 2b / To do lists /  /  /  /  /  /  / 
3a – 3c / Work Plans /  /  /  /  /  /  /  /  / 
4 / Appraisal review form /  / 

Candidate:Assessor:IV:

Date:Date:Date:

Candidate Recording Forms for SVQ Management level 41

Unit DR64 04 (A1)Manage your own resources

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9

Unit DR64 04 (A1)Manage your own resources

Knowledge and Understanding
General / Industry/Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11 / 1 / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9

Unit DR64 04 (A1)Manage your own resources

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FD3H 04 (D1)Develop productive working relationships with colleagues

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10

Unit FD3H 04 (D1)Develop productive working relationships with colleagues

Knowledge and Understanding
General / Industry/Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 1 / 2 / 3 / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9

Unit FD3H 04 (D1)Develop productive working relationships with colleagues

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FM52 04 (D5)Allocate and check work in your team

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11 / 12 / 13

Unit FM52 04 (D5)Allocate and check work in your team

Knowledge and Understanding
General / Industry/Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11 / 12 / 13 / 1 / 2 / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11 / 12

Unit FM52 04 (D5)Allocate and check work in your team

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FM5E 04 (E5)Ensure your own actions reduce risks to health and safety

Performance Criteria / Performance Criteria
Element 1 / Element 2
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 1 / 2 / 3 / 4 / 5 / 6

Unit FM5E 04 (E5)Ensure your own actions reduce risks to health and safety

Performance Criteria / Knowledge and Understanding
Element 3 / Section 1 / Section 2
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 1 / 2 / 3 / 4 / 1

Unit FM5E 04 (E5)Ensure your own actions reduce risks to health and safety

Knowledge and Understanding / Knowledge and Understanding
Section 3 / Section 4 / Section 5
No / Description of Evidence / 1 / 2 / 3 / 1 / 1 / 2

Unit FM5E 04 (E5)Ensure your own actions reduce risks to health and safety

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FM4J 04 (B5)Provide leadership for your team

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11

Unit FM4J 04 (B5)Provide leadership for your team

Knowledge and Understanding
General / Industry/Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 1 / 1 / 2 / 3 / 4

Unit FM4J 04 (B5)Provide leadership for your team

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FM4N 04 (C1)Encourage innovation in your team

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11 / 12

Unit FM4N 04 (C1)Encourage innovation in your team

Knowledge and Understanding
General / Industry/Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11 / 12 / 13 / 14 / 15 / 16 / 1 / 1 / 2 / 3 / 4 / 5

Unit FM4N 04 (C1)Encourage innovation in your team

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit F2GX 04 (D8)Help team members address problems affecting their performance

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8

Unit F2GX 04 (D8)Help team members address problems affecting their performance

Knowledge and Understanding
General / Industry/Sector
Specific / Context Specific
No / Description of Evidence / K1 / K2 / K3 / K4 / K5 / K6 / K7 / K8 / K9 / K10 / K11 / K1 / K1 / K2 / K3 / K4

Unit F2GX 04 (D8)Help team members address problems affecting their performance

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met..

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit F2GY 04 (D12)Participate in meetings

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9

Unit F2GY 04 (D12)Participate in meetings

Knowledge and Understanding
General / Industry/Sector
Specific / Context Specific
No / Description of Evidence / K1 / K2 / K3 / K4 / K5 / K6 / K7 / K8 / K9 / K10 / K1 / K1 / K2

Unit F2GY 04 (D12)Participate in meetings

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met.

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

UnitFM57 04(D14)Initiate and follow disciplinary procedure

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6

UnitFM57 04(D14)Initiate and follow disciplinary procedure

Knowledge and Understanding
General / Industry/Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 1 / 1 / 2 / 3 / 4 / 5

UnitFM57 04(D14)Initiate and follow disciplinary procedure

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met.

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

UnitFM58 04(D15)Initiate and follow grievance procedure

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6

UnitFM58 04(D15)Initiate and follow grievance procedure

Knowledge and Understanding
General / Industry/Sector
Specific / Context
Specific
No / Description of Evidence / K1 / K2 / K3 / K4 / K5 / K6 / K7 / K1 / K1 / K2 / K3

UnitFM58 04(D15)Initiate and follow grievance procedure

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met.

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FM5T 04 (F5)Resolve customer service problems

Performance Criteria
Element 1 / Element 2 / Element 3
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 1 / 2 / 3 / 4 / 5 / 1 / 2 / 3 / 4 / 5 / 6

Unit FM5T 04 (F5)Resolve customer service problems

Knowledge and Understanding for the whole Unit
No / Description of Evidence / 1 / 2 / 3 / 4

Unit FM5T 04 (F5)Resolve customer service problems

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FM5V 04 (F6)Monitor and solve customer service problems

Performance Criteria
Element 1 / Element 2 / Element 3
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 1 / 2 / 3 / 1 / 2 / 3 / 4

Unit FM5V 04 (F6)Monitor and solve customer service problems

Knowledge and Understanding for the whole Unit
No / Description of Evidence / 1 / 2 / 3 / 4 / 5

Unit FM5V 04 (F6)Monitor and solve customer service problems

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met.

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FM5W 04 (F7)Support Customer Service Improvements

Performance Criteria
Element 1 / Element 2 / Element 3
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 1 / 2 / 3 / 4 / 5 / 6 / 1 / 2

Unit FM5W 04 (F7)Support Customer Service Improvements

Knowledge and Understanding for the whole Unit
No / Description of Evidence / 1 / 2 / 3 / 4

Unit FM5W 04 (F7)Support Customer Service Improvements

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit FM5X 04 (F8)Work with others to improve customer service

Performance Criteria
Element 1 / Element 2 / Element 3
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 1 / 2 / 1 / 2 / 3

Unit FM5X 04 (F8)Work with others to improve customer service

Knowledge and Understanding for the whole Unit
No / Description of Evidence / 1 / 2 / 3 / 4 / 5

Unit FM5X 04 (F8)Work with others to improve customer service

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met.

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit H41M 04 (DA3)Induct individuals into their roles

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 11 / 12 / 13

Unit H41M 04 (DA3)Induct individuals into their roles

Knowledge and Understanding
General / Industry/
Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 1 / 2 / 3 / 1 / 2 / 3 / 4 / 5 / 6

Unit H41M 04 (DA3)Induct individuals into their roles

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit H41N 04 (DB5)Manage team communications

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8

Unit H41N 04 (DB5)Manage team communications

Knowledge and Understanding
General / Industry/
Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 1 / 1 / 2 / 3 / 4 / 5

Unit H41N 04 (DB5)Manage team communications

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit H41P 04 (DB9)Promote staff wellbeing

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9

Unit H41P 04 (DB9)Promote staff wellbeing

Knowledge and Understanding
General / Industry/
Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 4 / 5 / 6 / 7 / 8 / 9 / 10 / 1 / 2 / 1 / 2 / 3 / 4 / 5

Unit H41P 04 (DB9)Promote staff wellbeing

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Unit H41R 04 (DC1)Identify individual’s learning needs and styles

Performance Criteria
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9

Unit H41R 04 (DC1)Identify individual’s learning needs and styles

Knowledge and Understanding
General / Industry/
Sector
Specific / Context Specific
No / Description of Evidence / 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 1 / 1 / 2 / 3 / 4 / 5 / 6

Unit H41R 04 (DC1)Identify individual’s learning needs and styles

Notes/Comments

The candidate has satisfied the Assessor and Internal Verifier that the performance evidence has been met

Candidate:Date:

Assessor:Date:

Internal Verifier:Date:

Candidate Recording Forms for SVQ Team Leading level 21