e Learner Pack highfi HABC Level 2 Certificate in Lean · HABC Level 2 Certificate in Lean Organisational Management Techniques (QCF) Qualification Number: 601/3199/8 Learner Pack

HABC Level 2 Certificate in Lean

Organisational Management

Techniques (QCF)

Qualification Number: 601/3199/8

Learner Pack

Highfield Place

Unit 15 Shaw Wood

Business Park

Shaw Wood Way

Wheatley Hills

Doncaster

South Yorkshire

DN2 5TB

United Kingdom

Tel +44 08452260350

Tel +44 01302363277

Fax +44 08452260360

[email protected]

www.highfieldabc.com

Version 1 September 2014

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Highfield House

Heavens Walk

Lakeside

Doncaster

South Yorkshire

DN4 5HZ

United Kingdom

Tel +44 08452260350

Tel +44 01302363277

Fax +44 08452260360

[email protected]

www.highfieldabc.com

HABC Level 2 Certificate in Lean Organisation Management Techniques

Contents

Introduction ………………………………………………………………………………..……………… 3

Supporting Documentation - Guidance ………………………………………………………. 4

Supporting Documentation - Qualification Specific

• Unit Achievement Summary Sheet ……………………………………………………. 5

• Specimen Signature Sheet ………………………………………………………………… 6

• Assessment/Action Plan Sheet ………………………………………………………….. 7

• Assessment Record Sheet ………………………………………………………….……… 8

• Assessment Feedback Sheet ……………………………………………………………… 9

• Evidence Tracking Sheets …………………………………………………………..……… 10


3

Introduction

Welcome to the HABC Level 2 Certificate in Lean Organisation Management Techniques

Learner Pack. This pack has been put together to help learners compile and keep track of evidence

to support the successful completion of the qualification.

Assessors must ensure that the learner’s portfolio sufficiently covers all learning outcomes and

assessment criteria as defined in each unit of the qualification. All unit details are listed in the

Qualification Specification which is available to download from the HABC website.

The evidence collected to make up the portfolio will be in a variety of formats. Assessors are

responsible for ensuring learners compile their portfolio correctly by gathering evidence for each

unit that is both adequate and suitable for the requirements of the unit/qualification.

Suggested types of evidence for this qualification include the following all of which could be

gathered in the classroom, the workplace or at home:

• Observation;

• Questions;

• Products of work;

• Professional discussion;

• Witness testimonies;

• Learning logs; and

• Video or audio recordings.


4

Supporting Documentation - Guidance

This pack includes a number of supporting forms for Centres to use. Guidance on each of the forms

is included below. If Centres have and wish to use their own forms, these must be approved by the

Quality Support team at HABC or your EQS officer prior to running a course.

Unit Achievement Summary Sheet The unit achievement summary sheet provides an overview of the units contained within the

qualification and permits learners, assessors and internal quality assurance officers to track progress

through the qualification. This sheet also acts to confirm learner achievement of the qualification –

certification sign off.

Specimen Signature Sheet All individuals involved in the assessment process must sign the example specimen signature sheet.

This includes any witnesses, assessors, the learner themselves and the EQS.

Assessment/Action Plan Sheet

This action plan is an example form that assessors can use when planning with the learner what they

must achieve by the next assessment visit. These plans are to be written and agreed with the

learner, ensuring both parties are aware of what is required for the following assessment visit.

It is recommended that the appropriate Assessment Criteria the learner is intending to cover are

listed in the first column, with a planned action for the learner to complete by a set deadline in the

second and third columns. All agreed actions will be reviewed on the following assessment visit and

new actions will then be established and further action plans developed.

Assessment Record Sheet The assessment record can be used to record all types of assessor decisions. The record can be used

for more than one type of evidence and should provide an audit trail for each visit with the learner.

The original document should be held by the Centre in a separate location to the learner’s portfolio,

in case the portfolio is lost. A copy should be placed in the learner’s portfolio so that they are aware

of progress towards the completion of the unit and/or qualification.

Evidence Tracking Sheet These sheets are provided to help learners and assessors keep track of the progress each learner is

making in completing their portfolio. They are designed to show at a glance what a learner has

already covered and what there is left to do to complete a unit.

This document can also be used as a table of contents for the evidence contained in the portfolio. It

will signpost where each item of evidence is located and therefore make it easier for tutors/

assessors, IQA and EQS to check and assess.

A sample completed tracking sheet has been included for your reference. HABC has also included

tracking sheets for the units contained in this qualification.

HABC Level 2 Certificate in Lean Organisation Management Techniques (QCF)

5

Unit Achievement Summary Sheet


Qualification Structure

The qualification consists of 3 mandatory units and 11 optional units. In order to complete the qualification a learners must achieve all 3 units in

Mandatory Group, a maximum of 5 credits from Optional Group A and a minimum of 2 credits from Optional Group B.

Mandatory

Tick

box Unit Level

Credit

Value Date of completion

� D/505/8961 Lean organisation techniques in business 2 5

� Y/505/8960 Business improvement tools and techniques 2 5

� H/505/8959 Working in business teams 2 5

Declaration

I confirm that the evidence provided by the Learner has been produced and authenticated in accordance with the assessment specification for this qualification

and that the assessment was carried out under the specific conditions for the qualification.

Assessor Signature Date:

IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:


Specimen Signature Sheet

Learner Assessor

Date Location

Name Designation e.g.

Assessor, EQS

Specimen Signature Specimen

Initials

Contact

Number


Assessment/Action Plan Sheet

Learner

Name

Assessor

Name

Target set Learning

Outcome/

Assessment

Criteria

Agreed activity/evidence Target date Assessment

Method Target Achieved

Completed (assessor signature)

Learner

Signature Date

Planned

next visit:

Assessor

Signature Date

HABC Level 2 Certificate in Lean Organisation Management Techniques (QCF) 8

Assessment Record Sheet

Learner Assessor

Date Location

Assessment Method

EV Ref Details of the type of evidence and assessment criteria covered

Assessor Signature:

Learner/Witness Signature:

Assessment method key:

Obs Observation Sim Simulation/assignment O Other

Pe Product evidence Wt Witness testimony D Discussion

Q Questioning R RPL


9

Assessment Feedback

Learner Assessor

Feedback

Action Plan

Learner Signature: Date

Assessor Signature: Date

HABC Level 2 Certificate in Lean Organisational Management Techniques 10

Evidence Tracking Sheet – Example

Learner Name

Centre Name

Unit 1: Example Unit in a Qualification (A/123/4567)

Knowledge Assessment Criteria

Learning Outcome Assessment Criteria Evidence Type Evidence Reference Date

1. 1.1 Obs 1

2. 2.1 D, Wt 2

2.2 Sim 3, 5

4. 4.1 Q, D 8


Obs Observation Wt Witness testimony

Pe Product evidence R RPL

Q Questioning O Other

Sim Simulation/assignment D Discussion

Learner Signature Date:


IQA Signature

(if sampled)

Date:

EQS Signature

(if sampled)

Date:

Insert the date that

the Assessment

Criteria was fully met

If sampled, the IQA/EQS must also

sign and date this tracking sheet

Fill in each assessment

method used using the

key Once all assessment

criteria and range

have been met, the

learner and assessor

must sign and date

this tracking sheet

Fill in the portfolio

reference for each

assessment criteria


Evidence Tracking Sheets

Learner Name

Centre Name

Mandatory Unit 1: Lean organisation techniques in business (D/505/8961)



1. Understand the concept of a

lean environment

1.1 Describe the principles of lean

organisation techniques

1.2 Explain the benefits of a lean

environment

2. Be able to implement the

productivity needs analysis

process

2.1 Describe the process for

conducting a productivity needs

analysis

2.2 Undertake a productivity needs

analysis in a selected organisation

3. Be able to produce a process

map

3.1 Produce a process map using

appropriate symbols and

terminology for an identified

process









IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:



Learner Name

Centre Name

Mandatory Unit 2: Business improvement tools and techniques (Y/505/8960)



1. Know about continuous

improvement techniques

(Kaizen)

1.1 Identify the main Kaizen principles

and their application

2. Understand the principles

and techniques of workplace

organisation

2.1 Explain areas of weakness in

workplace organisation and

suggest improvements

3. Be able to use visual

indicators to improve the

work environment

3.1 Identify elements that contribute

to good visual management in the

workplace

3.2 Prepare appropriate visual

indicators

4. Know ways to eliminate

variance from processes in

the workplace

4.1 Describe the benefits of standard

working methods

4.2 Prepare a standardised work

document suggesting how to

eliminate variance to process









IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:



Learner Name

Centre Name

Mandatory Unit 3: Working in business teams (H/505/8959)



1. Understand what makes an

effective team

1.1 Describe the characteristics of an

effective team

1.2 Describe different types of team

structure, giving examples

1.3 Explain the benefits of team

working

2. Be able to work effectively

in a team

2.1 Know how to deal with any

conflict or difficult situations as a

team member

2.2 Know how to deal with any

conflict or difficult situations as a

team leader

2.3 Review the team's overall

effectiveness and own

contribution to achieving goals

3. Understand the role of a

team leader

3.1 Describe the attributes needed

by a team leader

3.2 Identify ways a team leader can

motivate team members







Learner Signature

Date:


IQA Signature

(if sampled) Date:

EQS Signature

(if sampled) Date:

Documents

e Learner Pack highfi HABC Level 2 Certificate in Lean · HABC Level 2 Certificate in Lean Organisational Management Techniques (QCF) Qualification Number: 601/3199/8 Learner Pack