ProQual Level 2 Diploma in Team Leading Course in Islamabad || Registration Open

ProQual Level 2 Diploma in Team Leading Course in Islamabad || Registration Open

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Introduction

The Level 2 Diploma in Team Leading qualification aims to give an introduction to the roles

and functions of a team leader and explores issues such as accountability, authority

limitations, motivating teams and planning and monitoring their work.

The awarding body for this qualification is ProQual Awarding Body and the regulatory body

is the Office of Qualifications and Examinations Regulation (Ofqual). The specification for

this qualification has been approved by the Welsh Government for use by centres in Wales

and by the Council for the Curriculum Examinations and Assessment (CCEA) for use by

centres in Northern Ireland.

The qualification has been accredited onto the Regulated Qualification Framework (RQF)

and provides a progression route to higher level or discipline related qualifications.

Qualification Profile

Level 2 Diploma in Team Leading

Qualification title ProQual Level 2 Diploma in Team Leading

Ofqual qualification number 601/3581/5

Level 2

Total qualification timed 400 hours

Guided learning hours 201

Assessment

Pass or fail

Internally assessed and verified by centre staff

External quality assurance by ProQual verifiers

Qualification start date 1/9/2014

Qualification end date

Entry Requirements

There are no formal entry requirements for this qualification.

Centres should carry out an initial assessment of candidate skills and knowledge to identify

any gaps and help plan the assessment.

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Barred Units

Source Unit Target Unit

Principles of equality and diversity in the

workplace (J/506/1806)

Promote equality, diversity and inclusion in the

workplace (T/506/1820)

Contribute to meetings in a business

environment (Y/506/2958) Chair and lead meetings (Y/506/1924)

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Qualification Structure

Candidates must achieve a minimum of 40 credits:

  • 22 credits from the Mandatory units in Group A, plus
  • a minimum of 12 credits from Optional Group B
  • a maximum of 6 credits may be from Optional Group C

Group A Mandatory Units – complete all units

Unit Reference

Number Unit Title Unit

Level

Credit

Value

L/506/1788 Manage personal performance and development 2 4

T/506/1798 Communicate work-related information 2 4

H/506/1800 Lead and manage a team 2 5

R/506/2294 Principles of team leading 2 5

R/506/2957 Understand business 2 4

Group B Optional Units – a minimum of 12 credits

Unit Reference

Number Unit Title Unit

Level

Credit

Value

R/506/1789 Develop working relationships with colleagues 2 3

J/506/1806 Principles of equality and diversity in the workplace 2 2

T/506/1820 Promote equality, diversity and inclusion in the workplace 3 3

A/506/1821 Manage team performance 3 4

J/506/1921 Manage individuals’ performance 3 4

Y/506/1924 Chair and lead meetings 3 3

K/506/1927 Manage conflict within a team 3 5

M/506/1928 Procure products and/or services 3 5

M/506/1931 Collaborate with other departments 3 3

F/506/1934 Participate in a project 3 3

J/506/2292 Encourage innovation 3 4

Y/506/2958 Contribute to meetings in a business environment 2 3

Group C Optional Units – a maximum of 6 credits

Unit Reference

Number Unit Title Unit

Level

Credit

Value

T/505/4673 Health and Safety Procedures in the Workplace 2 2

R/506/1811 Store and retrieve information 2 4

D/506/1813 Handle mail 2 3

L/506/1905 Employee rights and responsibilities 2 2

A/506/2130 Deliver customer service 2 5

F/506/2131 Understand customers 2 2

A/506/2158 Resolve customer service problems 2 5

H/506/1912 Negotiate in a business environment 3 4

K/506/1913 Develop a presentation 3 3

M/506/1914 Deliver a presentation 3 3

R/506/2151 Resolve customers’ complaints 3 4

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Centre Requirements

Centres must be approved to offer this qualification. If your centre is not approved please

complete and submit form ProQual Additional Qualification Approval Application.

Staff

Staff delivering this qualification must be appropriately qualified and/or occupationally

competent.

Assessors/Internal Quality Assurance

For each competence-based unit centres must be able to provide at least one assessor and

one internal quality assurance verifier who are suitably qualified for the specific

occupational area. Assessors and internal quality assurance verifiers for competence-based

units or qualifications will normally need to hold appropriate assessor or verifier

qualifications, such as:

  • Award in Assessing Competence in the Work Environment
  • Award in Assessing Vocationally Related Achievement
  • Certificate in Assessing Vocational Achievement
  • Award in the Internal Quality Assurance of Assessment Processes and Practices
  • Certificate in Leading the Internal Quality Assurance of Assessment Processes and

Practices

Support for Candidates

Materials produced by centres to support candidates should:

  • enable them to track their achievements as they progress through the learning

outcomes and assessment criteria;

  • provide information on where ProQual’s policies and procedures can be viewed;
  • provide a means of enabling Internal and External Quality Assurance staff to

authenticate evidence

Assessment

This suite of qualifications are competence-based, candidates must demonstrate the level of

competence described in the units. Assessment is the process of measuring a candidate’s

skill, knowledge and understanding against the standards set in the qualification.

The qualifications must be assessed by an appropriately experienced and qualified assessor.

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Each candidate is required to produce a portfolio of evidence which demonstrates their

achievement of all of the learning outcomes and assessment criteria for each unit.

Evidence can include: – observation report by assessor

– assignments/projects/reports

– professional discussion

– witness testimony

– candidate product

– worksheets

– record of oral and written questioning

– Recognition of Prior Learning

Learning outcomes set out what a candidate is expected to know, understand or be able to

do.

Assessment criteria specify the standard a candidate must meet to show the learning

outcome has been achieved.

Learning outcomes and assessment criteria can be found from page 9 in this document.

Internal Quality Assurance

An internal quality assurance verifier confirms that assessment decisions made in centres

are made by competent and qualified assessors, that they are the result of sound and fair

assessment practice and that they are recorded accurately and appropriately.

Adjustments to Assessment

Adjustments to standard assessment arrangements are made on the individual needs of

candidates. ProQual’s Reasonable Adjustments Policy and Special Consideration Policy sets

out the steps to follow when implementing reasonable adjustments and special

considerations and the service that ProQual provides for some of these arrangements.

Centres should contact ProQual for further information or queries about the contents of the

policy.

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Results Enquiries and Appeals

All enquiries relating to assessment or other decisions should be dealt with by centres, with

reference to ProQual’s Enquiries and Appeals Procedures.

Certification

Candidates who achieve the required credits for qualifications will be awarded:

  • A certificate listing all units achieved with their related credit value, and
  • A certificate giving the full qualification title –

ProQual Level 2 Diploma in Team Leading

Claiming certificates

Centres may claim certificates for candidates who have been registered with ProQual and

who have successfully achieved the required number of credits for a qualification. All

certificates will be issued to the centre for successful candidates.

Unit certificates

If a candidate does not achieve all of the units/credits required for a qualification, the centre

may claim a unit certificate for the candidate which will list all of the units/credits achieved.

Replacement certificates

If a replacement certificate is required a request must be made to ProQual in writing.

Replacement certificates are labelled as such and are only provided when the claim has

been authenticated. Refer to the Fee Schedule for details of charges for replacement

certificates.

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Learning Outcomes and Assessment Criteria

Unit L/506/1788

Manage personal performance and development

Learning Outcome – The

learner will: Assessment Criterion – The learner can:

1 Be able to manage

personal performance

1.1 Agree specific, measurable, achievable, realistic and time-bound

(SMART) objectives that align with business needs with line

manager

1.2 Agree criteria for measuring progress and achievement with line

manager

1.3 Complete tasks to agreed timescales and quality standards

1.4 Report problems beyond their own level of competence and

authority to the appropriate person

1.5 Take action needed to resolve any problems with personal

performance

2 Be able to manage their

own time and workload

2.1 Plan and manage workloads and priorities using time

management tools and techniques

2.2 Take action to minimise distractions that are likely to limit the

effective management of time and the achievement of objectives

2.3 Explain the benefits of achieving an acceptable “work-life

balance”

3 Be able to identify their

own development needs

3.1 Identify organisational policies relating to personal development

3.2 Explain the need to maintain a positive attitude to feedback on

performance

3.3 Explain the potential business benefits of personal development

3.4 Identify their own preferred learning style(s)

3.5 Identify their own development needs from analyses of the role,

personal and team objectives

3.6 Use feedback from others to identify their own development

needs

3.7 Agree specific, measurable, achievable, realistic and time-bound

(SMART) development objectives that align with organisational

and personal needs

4 Be able to fulfil a personal

development plan

4.1 Agree a personal development plan that specifies actions,

methods, resources, timescales and review mechanisms

4.2 Make use of formal development opportunities that are

consistent with business needs

4.3 Use informal learning opportunities that contribute to the

achievement of personal development objectives

4.4 Review progress against agreed objectives and amend plans

accordingly

4.5 Share lessons learned with others using agreed communication

methods

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Unit T/506/1798

Communicate work-related information

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand the principles and

techniques of work-related

communication

1.1 Describe communication techniques used to gain and

maintain the attention and interest of an audience

1.2 Explain the principles of effective written business

communications

1.3 Explain the principles of effective verbal communications

in a business environment

1.4 Describe the importance of checking the accuracy and

currency of information to be communicated

1.5 Describe the importance of explaining to others the level

of confidence that can be placed on the information

being communicated

1.6 Describe the advantages and disadvantages of different

methods of communication for different purposes

2 Be able to communicate workrelated information verbally

2.1 Identify the information to be communicated

2.2 Confirm that the audience is authorised to receive the

information

2.3 Provide accurate information, using appropriate verbal

communication techniques

2.4 Communicate in a way that the listener can understand,

using language that is appropriate to the topic

2.5 Confirm that the listener has understood what has been

communicated

3 Be able to communicate workrelated information in writing

3.1 Identify the information to be communicated

3.2 Provide accurate information using the appropriate

written communication methods and house styles

3.3 Adhere to any organisational confidentiality

requirements when communicating in writing

3.4 Use correct grammar, spelling, sentence structure and

punctuation, using accepted business communication

principles and formats

3.5 Justify opinions and conclusions with evidence

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Unit H/506/1800

Lead and manage a team

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Be able to engage and support

team members

1.1 Explain organisational policies, procedures, values and

expectations to team members

1.2 Communicate work objectives, priorities and plans in line

with operational requirements

1.3 Explain the benefits of encouraging suggestions for

improvements to work practices

1.4 Provide practical support to team members facing difficulties

1.5 Explain the use of leadership techniques in different

circumstances

1.6 Give recognition for achievements, in line with organisational

policies

1.7 Explain different ways of motivating people to achieve

business performance targets

2 Be able to manage team

performance

2.1 Allocate responsibilities making best use of the expertise

within the team

2.2 Agree with team member(s) specific, measurable objectives

(SMART) in line with business needs

2.3 Provide individuals with resources to achieve the agreed

objectives

2.4 Monitor individuals’ progress, providing support and

feedback to help them achieve their objectives

2.5 Explain techniques to monitor individuals’ performance

2.6 Report on team performance in line with organisational

requirements

3 Be able to deal with problems

within a team

3.1 Assess actual and potential problems and their consequences

3.2 Report problems beyond the limits of their own competence

and authority to the right person

3.3 Take action within the limits of their own authority to resolve

or reduce conflict

3.4 Adapt practices and processes as circumstances change

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Unit R/506/2294

Principles of team leading

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand leadership styles in

organisations

1.1 Describe characteristics of effective leaders

1.2 Describe different leadership styles

1.3 Describe ways in which leaders can motivate their

teams

1.4 Explain the benefits of effective leadership for

organisations

2 Understand team dynamics 2.1 Explain the purpose of different types of teams

2.2 Describe the stages of team development and

behaviour

2.3 Explain the concept of team role theory

2.4 Explain how the principle of team role theory is used

in team building and leadership

2.5 Explain typical sources of conflict within a team and

how they could be managed

3 Understand techniques used to manage

the work of teams

3.1 Explain the factors to be taken into account when

setting targets

3.2 Describe a range of techniques to monitor the flow

of work of a team

3.3 Describe techniques to identify and solve problems

within a team

4 Understand the impact of change

management within a team

4.1 Describe typical reasons for organisational change

4.2 Explain the importance of accepting change

positively

4.3 Explain the potential impact on a team of negative

responses to change

4.4 Explain how to implement change within a team

5 Understand team motivation 5.1 Explain the meaning of the term “motivation”

5.2 Explain factors that affect the level of motivation of

team members

5.3 Describe techniques that can be used to motivate

team members

5.4 Explain how having motivated staff affects an

organisation

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Unit R/506/2957

Understand business

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand organisational structures 1.1 Explain the differences between the private

sector, the public sector and the voluntary

sector

1.2 Explain the features and responsibilities of

different business structures

1.3 Explain the relationship between an

organisation’s vision, mission, strategy and

objectives

2 Understand the business environment 2.1 Describe the internal and external influences

on a business

2.2 Explain the structure and use of a strength,

weakness, opportunity and threat (SWOT)

analysis

2.3 Explain why change can be beneficial to

business organisations

2.4 Explain organisations’ health and safety

responsibilities

2.5 Describe sustainable ways of working

2.6 Explain how legislation affects the

management and confidentiality of

information

3 Understand the principles of business planning

and finance within an organisation

3.1 Explain the purpose, content and format of a

business plan

3.2 Explain the business planning cycle

3.3 Explain the purpose of a budget

3.4 Explain the concept and importance of

business risk management

3.5 Explain types of constraint that may affect a

business plan

3.6 Define a range of financial terminology

3.7 Explain the purposes of a range of financial

reports

4 Understand business reporting within an

organisation

4.1 Explain methods of measuring business

performance

4.2 Explain the uses of management information

and reports

4.3 Explain how personal and team performance

data is used to inform management reports

4.4 Describe a manager’s responsibility for

reporting to internal stakeholders

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Learning Outcome – The learner will: Assessment Criterion – The learner can:

5 Understand the principles of management

responsibilities and accountabilities within an

organisation

5.1 Explain the principle of accountability in an

organisation

5.2 Explain the difference between ‘authority’

and ‘responsibility’

5.3 Explain the meaning of delegated levels of

authority and responsibility

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Unit R/506/1789

Develop working relationships with colleagues

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand the principles of

effective team working

1.1 Outline the benefits of effective team working

1.2 Describe how to give feedback constructively

1.3 Explain conflict management techniques that may be

used to resolve team conflicts

1.4 Explain the importance of giving team members the

opportunity to discuss work progress and any issues

arising

1.5 Explain the importance of warning colleagues of

problems and changes that may affect them

2 Be able to maintain effective

working relationships with

colleagues

2.1 Recognise the contribution of colleagues to the

achievement of team objectives

2.2 Treat colleagues with respect, fairness and courtesy

2.3 Fulfil agreements made with colleagues

2.4 Provide support and constructive feedback to colleagues

3 Be able to collaborate with

colleagues to resolve problems

3.1 Take others’ viewpoints into account when making

decisions

3.2 Take ownership of problems within own level of

authority

3.3 Take action to minimise disruption to business activities

within their own level of authority

3.4 Resolve problems within their own level of authority and

agreed contribution

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Unit J/506/1806

Principles of equality and diversity in the workplace

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand the implications of equality

legislation

1.1 Define the concept ‘equality and diversity’

1.2 Describe the legal requirements for equality of

opportunity

1.3 Describe the role and powers of organisations

responsible for equality

1.4 Explain the benefits of equal opportunities and

diversity

1.5 Explain the potential consequences for an

organisation of failing to comply with equality

legislation

2 Understand organisational standards and

expectations for equality and diversity and

context in the workplace

2.1 Explain how organisational policies on equality

and diversity translate into day to day activity

in the workplace

2.2 Describe their own responsibilities for equality

and diversity in the workplace

2.3 Describe behaviours that support equality,

diversity and inclusion in the workplace

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Unit T/506/1820

Promote equality, diversity and inclusion in the workplace

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand the organisational

aspects of equality, diversity and

inclusion in the workplace

1.1 Explain the difference between equality, diversity and

inclusion

1.2 Explain the impact of equality, diversity and inclusion

across aspects of organisational policy

1.3 Explain the potential consequences of breaches of

equality legislation

1.4 Describe nominated responsibilities within an

organisation for equality, diversity and inclusion

2 Understand the personal aspects of

equality, diversity and inclusion in

the workplace

2.1 Explain the different forms of discrimination and

harassment

2.2 Describe the characteristics of behaviour that supports

equality, diversity and inclusion in the workplace

2.3 Explain the importance of displaying behaviour that

supports equality, diversity and inclusion in the

workplace

3 Be able to support equality, diversity

and inclusion in the workplace

3.1 Ensure colleagues are aware of their responsibilities for

equality, diversity and inclusion in the workplace

3.2 Identify potential issues relating to equality, diversity

and inclusion in the workplace

3.3 Adhere to organisational policies and procedures, and

legal and ethical requirements when supporting

equality, diversity and inclusion in the workplace

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Unit A/506/1821

Manage team performance

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Understand the management of

team performance

1.1 Explain the use of benchmarks in managing performance

1.2 Explain a range of quality management techniques to

manage team performance

1.3 Describe constraints on the ability to amend priorities and

plans

2 Be able to allocate and assure the

quality of work

2.1 Identify the strengths, competences and expertise of team

members

2.2 Allocate work on the basis of the strengths, competences

and expertise of team members

2.3 Identify areas for improvement in team members’

performance outputs and standards

2.4 Amend priorities and plans to take account of changing

circumstances

2.5 Recommend changes to systems and processes to improve

the quality of work

3 Be able to manage

communications within a team

3.1 Explain to team members the lines of communication and

authority levels

3.2 Communicate individual and team objectives,

responsibilities and priorities

3.3 Use communication methods that are appropriate to the

topics, audience and timescales

3.4 Provide support to team members when they need it

3.5 Agree with team members a process for providing

feedback on work progress and any issues arising

3.6 Review the effectiveness of team communications and

make improvements

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Unit J/506/1921

Manage individuals’ performance

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Understand the management of

underperformance in the

workplace

1.1 Explain typical organisational policies and procedures on

discipline, grievance and dealing with underperformance

1.2 Explain how to identify causes of underperformance

1.3 Explain the purpose of making individuals aware of their

underperformance clearly but sensitively

1.4 Explain how to address issues that hamper individuals’

performance

1.5 Explain how to agree a course of action to address

underperformance

2 Be able to manage individuals’

performance in the workplace

2.1 Agree with team members specific, measurable,

achievable, realistic and time-bound (SMART) objectives

that align to organisational objectives

2.2 Delegate responsibility to individuals on the basis of their

expertise, competence, skills, knowledge, and

development needs

2.3 Apply motivation techniques to maintain morale

2.4 Provide information, resources and on-going mentoring to

help individuals meet their targets, objectives and quality

standards

2.5 Monitor individuals’ progress towards objectives in

accordance with agreed plans

2.6 Recognise individuals’ achievement of targets and quality

standards

2.7 Adhere to organisational policies and procedures, and

legal and ethical requirements when managing individuals’

performance in the workplace

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Unit Y/506/1924

Chair and lead meetings

Learning Outcome – The

learner will: Assessment Criterion – The learner can:

1 Be able to prepare to

lead meetings

1.1 Identify the type, purpose, objectives, and background to a meeting

1.2 Identify those individuals expected, and those required to attend a

meeting

1.3 Prepare for any formal procedures that apply to a meeting

1.4 Describe ways of minimising likely problems in a meeting

1.5 Take action to ensure that meeting documentation is prepared

correctly and distributed to the agreed people within the agreed

timescale

2 Be able to chair and

lead meetings

2.1 Follow business conventions in the conduct of a meeting

2.2 Facilitate meetings so that everyone is involved and the optimum

possible consensus is achieved

2.3 Manage the agenda within the timescale of the meeting

2.4 Summarise the agreed actions, allocated responsibilities, timescales

and any future arrangements

3 Be able to deal with

post-meeting matters

3.1 Take action to ensure that accurate records of a meeting are

produced and distributed in the agreed format and timescale

3.2 Take action to ensure that post-meeting actions are completed

3.3 Evaluate the effectiveness of a meeting and identify points for future

improvement

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Unit K/506/1927

Manage conflict within a team

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Understand the principles of

conflict management

1.1 Evaluate the suitability of different methods of conflict

management in different situations

1.2 Describe the personal skills needed to deal with conflict

between other people

1.3 Analyse the potential consequences of unresolved conflict

within a team

1.4 Explain the role of external arbitration and conciliation in

conflict resolution

2 Be able to reduce the potential

for conflict within a team

2.1 Communicate to team members their roles, responsibilities,

objectives and expected standards of behaviour

2.2 Explain to team members the constraints under which other

colleagues work

2.3 Review systems, processes, situations and structures that are

likely to give rise to conflict in line with organisational

procedures

2.4 Take action to minimise the potential for conflict within the

limits of their own authority

2.5 Explain how team members’ personalities and cultural

backgrounds may give rise to conflict

3 Be able to deal with conflict

within a team

3.1 Assess the seriousness of conflict and its potential impact

3.2 Treat everyone involved with impartiality and sensitivity

3.3 Decide a course of action that offers optimum benefits

3.4 Explain the importance of engaging team members’ support

for the agreed actions

3.5 Communicate the actions to be taken to those who may be

affected by it

3.6 Adhere to organisational policies and procedures, legal and

ethical requirements when dealing with conflict within a team

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Unit M/506/1928

Procure products and/or services

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Be able to identify

procurement requirements

1.1 Explain current and likely future procurement requirements

1.2 Decide whether the purchase of products and/or services

offers the organisation best value

1.3 Evaluate ethical and sustainability considerations relating to

procurement

1.4 Justify the decision to buy products and/or services with

evidence of an analysis of risk, costs and benefits

2 Be able to select suppliers 2.1 Explain the factors to be taken into account in selecting

suppliers

2.2 Explain organisational procurement policies, procedures and

standards

2.3 Explain the effect of supplier choice on the supply chain

2.4 Use appropriate media to publicise procurement

requirements

2.5 Confirm the capability and track record of suppliers and their

products and/or services

2.6 Select suppliers that meet the procurement specification

3 Be able to buy products

and/or services

3.1 Explain the action to be taken in the event of problems arising

3.2 Agree contract terms that are mutually acceptable within their

own scope of authority

3.3 Record agreements made, stating the specification, contract

terms and any post-contract requirements

3.4 Adhere to organisational policies and procedures, legal and

ethical requirements

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Unit M/506/1931

Collaborate with other departments

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand how to collaborate with

other departments

1.1 Explain the need for collaborating with other

departments

1.2 Explain the nature of the interaction between their own

team and other departments

1.3 Explain the features of effective collaboration

1.4 Explain the potential implications of ineffective

collaboration with other departments

1.5 Explain the factors relating to knowledge management

that should be considered when collaborating with

other departments

2 Be able to identify opportunities for

collaboration with other

departments

2.1 Analyse the advantages and disadvantages of

collaborating with other departments

2.2 Identify with which departments collaborative

relationships should be built

2.3 Identify the scope for and limitations of possible

collaboration

3 Be able to collaborate with other

departments

3.1 Agree Service Level Agreements (SLAs), objectives and

priorities of collaborative arrangements

3.2 Work with other departments in a way that contributes

to the achievement of organisational objectives

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Level 2 Diploma in Team Leading

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Unit F/506/1934

Participate in a project

Learning Outcome – The

learner will: Assessment Criterion – The learner can:

1 Understand how to

manage a project

1.1 Explain the features of a project business case

1.2 Explain the stages of a project lifecycle

1.3 Explain the roles of people involved in a project

1.4 Explain the uses of project-related information

1.5 Explain the advantages and limitations of different project

monitoring techniques

1.6 Analyse the interrelationship of project scope, schedule, finance,

risk, quality and resources

2 Be able to support the

delivery of a project

2.1 Fulfil their role in accordance with a project plan

2.2 Collect project-related information in accordance with project

plans

2.3 Use appropriate tools to analyse project information

2.4 Report on information analysis in the agreed format and timescale

2.5 Draw issues, anomalies and potential problems to the attention of

project managers

2.6 Adhere to organisational policies and procedures, legal and ethical

requirements in supporting the delivery of a project

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Unit J/506/2292

Encourage innovation

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Be able to identify opportunities for

innovation

1.1 Analyse the advantages and disadvantages of

techniques used to generate ideas

1.2 Explain how innovation benefits an organisation

1.3 Explain the constraints on their own ability to make

changes

1.4 Agree with stakeholders terms of reference and criteria

for evaluating potential innovation and improvement

1.5 Engage team members in finding opportunities to

innovate and suggest improvements

1.6 Monitor performance, products and/or services and

developments in areas that may benefit from

innovation

1.7 Analyse valid information to identify opportunities for

innovation and improvement

2 Be able to generate and test ideas

for innovation and improvement

2.1 Generate ideas for innovation or improvement that

meet the agreed criteria

2.2 Test selected ideas that meet viability criteria

2.3 Evaluate the fitness for purpose and value of the

selected ideas

2.4 Assess potential innovations and improvements against

the agreed evaluation criteria

3 Be able to implement innovative

ideas and improvements

3.1 Explain the risks of implementing innovative ideas and

improvements

3.2 Justify conclusions of efficiency and value with evidence

3.3 Prepare costings and schedules of work that will enable

efficient implementation

3.4 Design processes that support efficient implementation

ProQual, November 2017

Level 2 Diploma in Team Leading

26

Unit Y/506/2958

Contribute to meetings in a business environment

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Be able to prepare for

meetings

1.1 Explain the structure and purpose of different types of

meetings in a business environment

1.2 Explain the importance of having a meeting agenda which

addresses objectives

1.3 Obtain current versions of documents required for the

meeting

1.4 Gather information from relevant people in preparation for

meetings

1.5 Confirm the objectives to be achieved during the meeting

2 Be able to participate in

meetings

2.1 Present views and information, providing evidence to support

the case

2.2 Represent the views of those consulted

2.3 Take others’ viewpoints into account in decision-making

2.4 Identify issues that may have an impact on their area of

responsibility

2.5 Make constructive contributions in line with business

objectives

2.6 Summarise future actions and accountabilities

3 Be able to carry out postmeeting activities

3.1 Carry out agreed actions post-meeting within the agreed

timescale

3.2 Identify areas for improvements by reflecting on personal

contributions to meetings

ProQual, November 2017

Level 2 Diploma in Team Leading

27

Unit T/505/4673

Health and Safety Procedures in the Workplace

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Know health and safety procedures

in the workplace.

1.1 Define the main responsibilities for health and safety in

the workplace of the following:

  1. a) employers
  2. b) employees

1.2 Describe two health and safety laws affecting the

workplace.

1.3 Define the importance of following health and safety

procedures in the workplace.

1.4 Define the types of information or support available in

relation to a specified aspect of health and safety in the

workplace.

2 Be able to carry out tasks with

regard to health and safety in the

workplace.

2.1 Carry out a risk assessment of a specified workplace

activity.

2.2 Use equipment or tools safely in the workplace.

2.3 Describe how to prevent accidents in the workplace.

2.4 Assess how own health and safety practices could be

improved.

ProQual, November 2017

Level 2 Diploma in Team Leading

28

Unit R/506/1811

Store and retrieve information

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Understand information storage

and retrieval

1.1 Describe systems and procedures for storing and retrieving

information

1.2 Outline legal and organisational requirements for

information security and retention

1.3 Explain how to create filing systems to facilitate information

identification and retrieval

1.4 Explain how to use different search techniques to locate

and retrieve information

1.5 Describe what to do when problems arise when storing or

retrieving information

2 Be able to gather and store

information

2.1 Gather the information required within the agreed

timescale

2.2 Store files and folders in accordance with organisational

procedures

2.3 Store information in approved locations

2.4 Adhere to organisational policies and procedures, legal and

ethical requirements

3 Be able to retrieve information 3.1 Confirm information to be retrieved and its intended use

3.2 Retrieve the required information within the agreed

timescale

ProQual, November 2017

Level 2 Diploma in Team Leading

29

Unit D/506/1813

Handle mail

Learning Outcome – The

learner will: Assessment Criterion – The learner can:

1 Understand how to deal

with mail

1.1 Explain how to deal with “junk” mail

1.2 Describe what to do in the event of problems arising when dealing

with incoming or outgoing mail

1.3 Describe how to operate a franking machine

1.4 Explain how to prepare packages for distribution

1.5 State organisational policies and procedures on mail handling,

security and the use of courier services

1.6 Explain the process for reporting suspicious or damaged items in

accordance with organisational procedures

2 Be able to deal with

incoming mail

2.1 Sort incoming mail in line with organisational procedures

2.2 Distribute incoming mail and packages to the right people according

to the agreed schedule

2.3 Deal with incorrectly addressed and “junk” mail in accordance with

organisational procedures

3 Be able to deal with

outgoing mail

3.1 Organise the collection of outgoing mail and packages on time

3.2 Identify the best option for dispatching mail according to the

required degree of urgency, size and value of the item

3.3 Dispatch outgoing mail on time

ProQual, November 2017

Level 2 Diploma in Team Leading

30

Unit L/506/1905

Employee rights and responsibilities

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand the role of organisations

and industries

1.1 Explain the role of their own occupation within an

organisation and industry

1.2 Describe career pathways within their organisation and

industry

1.3 Identify sources of information and advice on an

industry, occupation, training and career pathway

1.4 Describe an organisation’s principles of conduct and

codes of practice

1.5 Explain issues of public concern that affect an

organisation and industry

1.6 Describe the types, roles and responsibilities of

representative bodies and their relevance to their own

role

2 Understand employers’ expectations

and employees’ rights and obligations

2.1 Describe the employer and employee statutory rights

and responsibilities that affect their own role

2.2 Describe an employer’s expectations for employees’

standards of personal presentation, punctuality and

behaviour

2.3 Describe the procedures and documentation that

protect relationships with employees

2.4 Identify sources of information and advice on

employment rights and responsibilities

ProQual, November 2017

Level 2 Diploma in Team Leading

31

Unit A/506/2130

Deliver customer service

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand customer service

delivery

1.1 Explain the relationship between customers’ needs and

expectations and customer satisfaction

1.2 Describe the features and benefits of an organisation’s

products and/or services

1.3 Explain the importance of treating customers as

individuals

1.4 Explain the importance of balancing promises made to

customers with the needs of an organisation

1.5 Explain when and to whom to escalate problems

1.6 Describe methods of measuring their own effectiveness

in the delivery of customer service

2 Understand the relationship

between customer service and a

brand

2.1 Explain the importance of a brand to an organisation

2.2 Explain how a brand affects an organisation’s customer

service offer

2.3 Explain the importance of using customer service

language that supports a brand promise

2.4 Identify their own role in ensuring that a brand promise

is delivered

3 Be able to prepare to deal with

customers

3.1 Keep up to date with an organisation’s products and/or

services

3.2 Prepare resources that are necessary to deal with

customers before starting work

4 Be able to provide customer service 4.1 Maintain organisational standards of presentation and

behaviour when providing customer service

4.2 Adapt their own behaviour to meet customers’ needs or

expectations

4.3 Respond to customers’ requests in line with

organisational guidelines

4.4 Inform customers of the progress of their requests

4.5 Confirm that customers’ expectations have been met in

line with the service offer

4.6 Adhere to organisational policies and procedures, legal

and ethical requirements when providing customer

service

5 Be able to support improvements to

customer service delivery

5.1 Identify ways that customer service could be improved

for an organisation and individuals

5.2 Share information and ideas with colleagues and/or

service partners to support the improvement of service

delivery

ProQual, November 2017

Level 2 Diploma in Team Leading

32

Unit F/506/2131

Understand customers

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Understand different types of

customers

1.1 Explain the distinctions between internal and external

customers

1.2 Explain how cultural factors can affect customers’

expectations

1.3 Describe the characteristics of challenging customers

1.4 Explain how to identify dissatisfied customers

2 Understand the value of

customers and their loyalty

2.1 Explain how the achievement of the customer service offer

contributes to enhancing customer loyalty

2.2 Explain the relationship between customer satisfaction and

organisational performance

2.3 Explain how the reputation and image of an organisation

affects customers’ perceptions of its products and/or services

2.4 Explain the potential consequences of customers’

dissatisfaction

2.5 Describe different methods of attracting customers and

retaining their loyalty

ProQual, November 2017

Level 2 Diploma in Team Leading

33

Unit A/506/2158

Resolve customer service problems

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Understand the resolution of

customer service problems

1.1 Describe an organisation’s customer service and complaints

procedures

1.2 Describe techniques to identify customer service problems

and their causes

1.3 Describe techniques to deal with situations where customers

become agitated or angry

1.4 Explain the limits of their own authority for resolving

customers’ problems and making promises

1.5 Explain the purpose of encouraging customers to provide

feedback

1.6 Describe methods used to encourage customers to provide

feedback

2 Be able to resolve customer

service problems

2.1 Identify the nature and cause of customer service problems

2.2 Identify workable options for resolving problems within

organisational guidelines

2.3 Use the most appropriate method of communication for

dealing with customers

2.4 Agree with customers the option that best meets their needs

and those of the organisation

2.5 Keep customers informed of progress

2.6 Fulfil promises made to customers during the resolution

process

2.7 Share customer feedback with others to improve the

resolution of customer service problems

2.8 Adhere to organisational policies and procedures, legal and

ethical requirements when resolving customer service

problems

3 Be able to manage unresolved

customer service problems

3.1 Explain to customers the reasons why problems cannot be

resolved

3.2 Refer customers to other sources of help if their problems

cannot be resolved

ProQual, November 2017

Level 2 Diploma in Team Leading

34

Unit H/506/1912

Negotiate in a business environment

Learning Outcome – The

learner will: Assessment Criterion – The learner can:

1 Understand the principles

underpinning negotiation

1.1 Describe the requirements of a negotiation strategy

1.2 Explain the use of different negotiation techniques

1.3 Explain how research on the other party can be used in

negotiations

1.4 Explain how cultural differences might affect negotiations

2 Be able to prepare for

business negotiations

2.1 Identify the purpose, scope and objectives of the negotiation

2.2 Explain the scope of their own authority for negotiating

2.3 Prepare a negotiating strategy

2.4 Prepare fall-back stances and compromises that align with the

negotiating strategy and priorities

2.5 Assess the likely objectives and negotiation stances of the

other party

2.6 Research the strengths and weaknesses of the other party

3 Be able to carry out business

negotiations

3.1 Carry out negotiations within responsibility limits in a way that

optimises opportunities

3.2 Adapt the conduct of the negotiation in accordance with

changing circumstances

3.3 Maintain accurate records of negotiations, outcomes and

agreements made

3.4 Adhere to organisational policies and procedures, and legal

and ethical requirements when carrying out business

negotiations

ProQual, November 2017

Level 2 Diploma in Team Leading

35

Unit K/506/1913

Develop a presentation

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Understand how to develop a

presentation

1.1 Explain best practice in developing presentations

1.2 Explain who needs to be consulted on the development of a

presentation

1.3 Explain the factors to be taken into account in developing a

presentation

1.4 Analyse the advantages and limitations of different

communication media

2 Be able to develop a

presentation

2.1 Identify the purpose, content, style, timing and audience for

a presentation

2.2 Select a communication media that is appropriate to the

nature of a presentation, message and audience

2.3 Tailor a presentation to fit the timescale and audience’s

needs

2.4 Prepare a presentation that is logically structured,

summarises the content and addresses the brief

2.5 Take action to ensure that a presentation adheres to

organisational guidelines and policies

2.6 Develop materials that support the content of a presentation

ProQual, November 2017

Level 2 Diploma in Team Leading

36

Unit M/506/1914

Deliver a presentation

Learning Outcome – The learner will: Assessment Criterion – The learner can:

1 Understand the principles underpinning

the delivery of presentations

1.1 Analyse the advantages and limitations of different

methods of, and media for, making presentations

1.2 Explain how the type and size of the audience

affects the delivery of a presentation

1.3 Explain the factors to be taken into account in

developing contingency plans when delivering

presentations

1.4 Explain voice projection and timing techniques

when delivering presentations

1.5 Explain the factors to be taken into account in

responding to questions from an audience

1.6 Explain different methods for evaluating the

effectiveness of a presentation

2 Be able to prepare to deliver a

presentation

2.1 Confirm the layout of the venue and correct

functioning of equipment and resources prior to

making a presentation

2.2 Develop contingency plans for potential equipment

and resource failure

2.3 Take action to ensure that the presentation fits the

time slot available

3 Be able to deliver a presentation 3.1 Speak clearly and confidently, using language that

is appropriate for the topic and the audience

3.2 Vary their voice tone, pace and volume

appropriately when delivering a presentation

3.3 Use body language in a way that reinforces

messages

3.4 Use equipment and resources effectively when

delivering a presentation

3.5 Deliver a presentation within the agreed timeframe

3.6 Respond to questions in a way that meets the

audience’s needs

3.7 Evaluate the effectiveness of a presentation

ProQual, November 2017

Level 2 Diploma in Team Leading

37

Unit R/506/2151

Resolve customers’ complaints

Learning Outcome – The learner

will: Assessment Criterion – The learner can:

1 Understand the monitoring and

resolution of customers’

complaints

1.1 Assess the suitability of a range of monitoring techniques

for customers’ complaints

1.2 Explain how to identify those complaints that should

prompt a review of the service offer and service delivery

1.3 Explain negotiating techniques used to resolve customers’

complaints

1.4 Explain conflict management techniques used in dealing

with upset customers

1.5 Explain organisational procedures for dealing with

customer complaints

1.6 Explain when to escalate customers’ complaints

1.7 Explain the cost and regulatory implications of admitting

liability on the basis of a customer complaint

1.8 Explain the advantages and limitations of offering

compensation or replacement products and/or services

2 Be able to deal with customers’

complaints

2.1 Confirm the nature, cause and implications of customers’

complaints

2.2 Take personal responsibility for dealing with complaints

2.3 Communicate in a way that recognises customers’

problems and understands their points of view

2.4 Explain the advantages and limitations of different

complaint response options to customers

2.5 Explain the advantages and limitations of different

complaint response options to the organisation

2.6 Keep customers informed of progress

2.7 Agree solutions with customers that address the

complaint and which are within the limits of their own

authority

2.8 Record the outcome of the handling of complaints for

future reference

2.9 Adhere to organisational policies and procedures, legal

and ethical requirements when dealing with customers’

complaints

 

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