Highlights
Part 1: Instructions for this oral assignment
For this oral assignment you are required to complete the following tasks:
• Part 1: Instructions for completing and submitting this assignment
• Part 2: Preparation for oral assessment
• Part 3: Oral responses to questions (10 minutes)
• Part 4: Roleplays (20 minutes).
More information regarding requirements for the oral assignment is provided in the resources in your subject in KapLearn.
Part 2: Preparation for oral assessment
To prepare for your oral assessment you are required to complete the following tasks:
Question 1
How do you assess the need to adjust your interpersonal style to talk with different types of clients or professionals? Provide one example of where your interpersonal style needs to be adjusted to accommodate a client’s needs. For example, where there is a language difficulty or perhaps difficulty in gaining the confidence of a professional or referrer.
Question 2
In Parts 3 and 4 of this assessment, you will act as a broker and will be required to make oral (audio recording) responses. Prepare a list of resources and equipment you will need to conduct these oral assessments.
Question 3
Aside from the resources and equipment identified in Question 2, what will you do to prepare for the delivery of the loan proposal in the Part 4 Role Play? You can refer to the case study information in Part 4. What communication techniques would you use to respond to any difficult questions. This question demonstrates your ability to plan ahead for your interaction with the customer.
Part 3: Oral response to questions
Make a 10-minute recording of yourself answering the following questions. Before you start make sure you have read the resources in your subject in KapLearn to assist you with your oral assessment by audio recording. Leave the second column blank so you assessor can record a summary of your oral responses. You will need to rehearse your responses before the oral assessment, to ensure that your responses are within the maximum time frame.
1. You own a broker business named XYZ Brokers and employ five staff — two additional brokers and three staff in support roles. Your support staff assists both you and your additional two brokers in processing loans. They also liaise with lenders and other parties on loan matters.
As a business owner, you are concerned that XYZ Brokers is not achieving the maximum potential it could. You want to make improvements to the business’s performance to assist in its growth. This will involve some research and setting out a plan for the future.
Describe how you would
• gain an understanding of the strengths and opportunities for your business
• identify the weaknesses and threats to the business
• obtain benchmarking data to assist with your review of the existing performance of your business
• develop a plan for improvement and growth, and who you would involve or consult
• implement and monitor the progress.
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