Workplace Assessment Task 1.

5 – Observation Form
(This form is for the assessor’s use only)

Purpose
This Observation Form lists the practical skills that the candidate must demonstrate/perform while
completing Workplace Assessment Task 1.5.

This form is to be completed by the candidate’s assessor to document their observations on the candidate’s
performance in Workplace Assessment Task 1.5.

Task Overview
For this task, the candidate is required to, while being observed by the assessor, meet with program
stakeholders to:

 discuss and agree on the desired future state and

 confirm everyone’s understanding of the expected benefits of the program.

In this task, the candidate will be assessed in their:

 Practical knowledge of the desired future state and expected program benefits.

 Practical skills relevant to working with program sponsors to agree on the desired future state.

 Practical skills relevant to working with program sponsors to confirming understanding of the
expected benefits of the program.

 Practical skills relevant to communicating and negotiating with relevant program stakeholders.

Instructions to the Assessor

Before the assessment
 Organise workplace resources required for the candidate to complete this assessment.

 Discuss this assessment task with the candidate, including the practical skills they need to
demonstrate during this task and the criteria for satisfactorily demonstrating each skill.

 Review this form with the candidate and address any queries or concerns they may have about it.

Workplace Assessment – Observation Form Version 1.0 Produced 2 April 2

© Compliant Learning Resources
During the assessment
 Observe the candidate as they complete the Workplace Assessment Task.

 For each practical skill listed in this observation form:

o Tick YES if you confirm you have observed the candidate demonstrate/perform the practical
skill.

o Tick NO if you have not observed the candidate demonstrate/perform the practical skill.

 If you ticked YES, provide the date when you observed the candidate demonstrate the skill.

 Write specific comments on the candidate’s performance in each criterion. Your feedback/insights
will help address any area/s for improvement.

After the assessment

 Complete all parts of the Observation Form, including the Assessor Declaration on the last page of
this form. Your signature must be handwritten.

Candidate Details

Candidate name

Title/designation

Assessor Details

Candidate is observed and

assessed by

Training Organisation

Relevant qualifications held

Context of the Assessment

Workplace/organisation

Program title/name

Program overview

Program stakeholders present

in this meeting

Resources required for the Workplace program

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 assessment Program sponsor/s

Meeting area (room, online)

Relevant program documentation, e.g. strategic plans, program

scope document, internal and external factors and issues, risk
analysis, etc.

Meeting Minute template

Candidate Assessment Briefing

Date of assessment briefing

The assessor confirms: YES/NO

1. They have discussed with the candidate the workplace task they
YES NO
are required to complete for this assessment.

2. The candidate understands they will be assessed while completing

this workplace task, as well as any document(s) they will complete YES NO
as part of this task.

3. They have discussed with the candidate instructions how they are
YES NO
to undertake the workplace task.

4. They have provided the candidate guidance on how they can

YES NO
satisfactorily complete the task.

5. They have discussed with the candidate the practical skills (listed
YES NO
below) they are required to demonstrate while completing this task.

6. They have addressed the candidate’s questions or concerns about

YES NO
the workplace task and the assessment process.

Workplace Assessment – Observation Form Version 1.0 Produced 2 April 2

© Compliant Learning Resources
Observation Form
During the meeting with the program YES/NO Date observed Assessor’s
sponsor/s: comments

1. The candidate discusses the

desired future state with the
program sponsor/s.

i. The candidate discusses YES NO

the description of future
state with the program
sponsor.

a. The description of YES NO

future state
discussed is
consistent with the
description of future
agreed upon in Task
1.2.

ii. The candidate discusses YES NO

the measurable outcomes
associated with future
state.
e.g. market share of 20%,
sales conversion of 50%

iii. The candidate confirms YES NO

with the program
sponsor/s if they agree
with the description of the
desired future state.

iv. The candidate responds to YES NO

the program sponsor’s
response (which may be
agreement or
disagreement) in an
appropriate manner:

a. Seeking further YES NO

clarification if there is
a disagreement

b. Explaining and YES NO

clarifying the desired
future state further to
the program
sponsor/s.

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 During the meeting with the program YES/NO Date observed Assessor’s
sponsor/s: comments

c. Discussing how the YES NO

desired future state
can be improved
further.

d. Negotiating with the YES NO

program sponsor/s to
establish agreement
on the description of
the desired future
state.

v. The candidate documents YES NO

the agreement in the
meeting minutes.

2. The candidate discusses the

expected benefits, including:

i. The candidate discusses YES NO

with the program sponsor
about the expected
benefits of the program.
e.g. addition of benefits
such as increased
competitiveness,
increased turnover,
increased staff retention

a. Benefits discussed YES NO

are consistent with
the strategic pans.
In order for the
assessor to confirm
this, they must
review the copies of
strategic plans the
candidate referred to.

ii. The candidate asks YES NO

whether the program
sponsor/s agree with the
expected benefits
discussed.

iii. The candidate responds to YES NO

the program sponsor’s
response (which may be
agreement or
disagreement) in an
appropriate manner:

Workplace Assessment – Observation Form Version 1.0 Produced 2 April 2

© Compliant Learning Resources
 During the meeting with the program YES/NO Date observed Assessor’s
sponsor/s: comments

a. Seeking further YES NO

clarification if there is
a disagreement

b. Explaining and YES NO

clarifying the
expected benefits
further to the
program sponsor/s.

c. Negotiating with the YES NO

program sponsor/s to
establish agreement
on the expected
benefits of the
program.

iv. The candidate documents YES NO

the expected benefits in
the meeting minutes, and:

a. The candidate YES NO

indicates in the
minutes that
expected benefits
are understood by
the program
sponsor/s

3. The candidate confirms with the YES NO

program sponsor/s that the desired
future state agreed upon aligns with
the expected benefits.

4. When relaying information about

the program details, the candidate:

i. uses plain English, as YES NO

appropriate to the
audience.

ii. uses industry-accepted YES NO

terminology as appropriate
to the audience, e.g. using
work health and safety
terminology when talking
to audience comprised of
WHS personnel.

iii. avoids use of verbose and YES NO

convoluted language.

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 During the meeting with the program YES/NO Date observed Assessor’s
sponsor/s: comments

iv. includes pertinent facts YES NO

and details when
presenting information, for
example, when asked for
their desired engagement,
they identify one that is
appropriate to them and
not just accepting what is
suggested to them etc.

5. When seeking information (whether

asking questions or asking further
for further clarifications), the
candidate:

i. uses plain English, as YES NO

appropriate to the
audience.

ii. uses industry-accepted YES NO

terminology as appropriate
to the audience, e.g. using
work health and safety
terminology when talking
to audience comprised of
WHS personnel.

iii. avoids use of verbose and YES NO

convoluted language.

6. The candidate uses active listening

to confirm understanding, including:

i. Paraphrasing to YES NO
demonstrate they
understand what the
speaker has just said.

ii. Nonverbal cues to YES NO

demonstrate
understanding such as
nodding.

Workplace Assessment – Observation Form Version 1.0 Produced 2 April 2

© Compliant Learning Resources
 During the meeting with the program YES/NO Date observed Assessor’s
sponsor/s: comments

7. The candidate uses questioning

techniques to confirm
understanding, including:

i. Open-ended questions, YES NO

e.g. What do you think?
How do you feel about
this?

ii. Probing questions, e.g. YES NO

you mentioned earlier, can
you please elaborate on
that?

Assessor Declaration
By signing here, I confirm that I have observed the candidate, whose name appears above, meet
with the program sponsor to agree on the desired future state and confirm a shared
understanding of the expected benefits of the program.
I confirm that the information recorded on this Observation Form is true and accurately reflects
the candidate’s performance during their completion of the workplace task.

Assessor’s signature

Assessor’s name

Date signed

End of Workplace Assessment – Observation Form

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