AGREED ASSESSMENT PLAN
Candidate’s Name:
Assessor’s Name:
Unit Standard Title: Present information in report format
Special Assessment Requirements
Event Date, time and location Resources required Evidence to be generated
Attend Training. Training material, Facilitator Attendance Register
Complete formative assessment Formative assessment workbook Completed portfolio of evidence
Complete summative assessment Summative assessment workbook Completed portfolio of evidence
Submit Portfolio of Evidence to Training Provider Acknowledgement of receipt from Training Provider
Assessor roles and responsibility
Roles Assessor
Guide
Feedback Agent
Reviewer
Responsibilities Consult candidate re assessment, assessment process and plan.
Agree assessment process and plan with candidate.
Forward documentation to candidate: plan, guide and assessment instruments.
Assess candidate with the use of different instruments.
Provide feedback on assessment findings.
Support candidate through assessment process.
Source feedback from candidate on assessment process.
Review assessment process and outcome.
Use assessment process as opportunity to transform assessment activities and outcomes.
Candidate roles and responsibility
Roles Candidate
Feedback agent
Reviewer
Responsibilities Be available for assessment.
Be actively involved in the consultative process.
Learn from the assessment process.
Provide feedback to the assessor in terms of the assessment as learning activity.
Provide feedback to the assessor on the efficacy of the assessment process.
Review own role and assessor role in the assessment process.
Assessment Instruments Portfolio of evidence
Observation checklist
Questioning
Assessment Process
Step Date
Evaluation of POE addressing Essential Embedded Knowledge in unit standards.
Evaluation of Research Projects and other evidence address specific unit standards.
Consultation: assessment plan and assessment activities and instruments. Pre-assessment moderation and interviews conducted at this stage.
Observation: feedback on assessment against specific outcomes, critical outcomes in unit standards.
Feedback: to candidate regarding sufficiency of evidence and possible interview to gain supplementary evidence.
Feedback to candidate regarding assessment findings as well as review process.
Feedback Written feedback to be given to all stakeholders at the end of the assessment process, as well as verbal feedback to the candidate during assessment activities.
Recording Process Process and findings to be recorded and submitted for record keeping purposes as well as moderation and verification.
Review Process The review process is the responsibility of the assessor and the candidate. Joint reviewing will take place after feedback has been given to the candidate.
Right to appeal The candidate must be advised of the right to appeal.
Accessibility and safety of environment Step Date
Site inspection conducted.
Pre-assessment moderation conducted.
Resources Required Assignments
POE
Assessments
Candidate Signature Assessor Signature Moderator Signature
Date Date Date
I confirm that:
• I have been consulted on and have agreed to the training and assessment process as detailed in the assessment guide.
• I have been advised of my right to appeal against any assessment that is unfair, unreliable, invalid or impracticable.
• I have read and understood the appeal procedure.
• I know that assessments may be moderated or verified by an external party.
• The purpose of the assessment has been clearly explained to me.
• The criteria have been discussed with me, and I know I will be assessed against these criteria.
• I know when and where I will be assessed, and I was given fair notice.
• I know how the assessment will be done, and any other requirements related to the assessment.
Signed: Date:
Overall Assessment Decision Competent Not Yet competent
Candidate’s SignatureDate
Assessor’s SignatureDate
Moderator’s SignatureDate
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