Highlights
Task:
Task instructions
Type of Product (tick which applies)
Project
Report
Portfolio
Case study
Summary and Purpose of Assessment
This project is the first of two assessment tasks you need to complete satisfactorily, in order to be deemed competent for this unit. Completing this project allows you to demonstrate your ability to manage a team of customer service officers offering tailored services to small business customers and includes establishing and monitoring performance measures, high level problem solving, opportunity seeking and reporting.
Assessment Instructions
You must develop products and services to make recommendations for the implementation of these in a small business customer service team context.
What
You are working as the team leader in a small business customer service team. You have been challenged to undertake a product review in order to identify opportunities to better meet the needs of small business
clients.
Use the practice environment to identify small business client information and product and service usage patterns. Then undertake research to identify opportunities to improve or introduce new products and services to meet the needs and wants of the small banking business market. You will document your findings as a business case that presents a rationale for implementation of products and services.
You should look at products and services for which there is plenty of market information and competition to be able to able to properly track the products and services in the remaining assessments.
You will need to use the criteria in the Marking Guide at Section B of this assessment to plan the activities that you need to undertake and the sources and types of information you will consider in developing the products and services.
Once you have developed the products and services, and their related recognition and reward programs and communications, you will present the business case to a senior stakeholder (your assessor, or as directed by your assessor) for approval. You will need to answer questions about your research and development to gain their support.
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