The document outlines organisational requirements, quality assurance procedures, roles, and legal and ethical standards that assessors must follow when developing and implementing an assessment plan. It stresses communicating the plan to all involved parties, including briefing the candidate on what to expect and their role. Assessors must document the assessment, recording at minimum the candidate's name, assessor, date, location, benchmarks assessed, evidence, results, and any necessary follow-up actions.

1. Assessment Organisational requirements Quality assurance procedures Systems and processes Operating procedures Goals, objectives, business and performance plans Ethical standards OHS policies and procedures Confidentiality requirements Workplace documents Specific roles performed by staff

2. Legal and ethical requirements The AQTF 2007 standards Code of practice for assessors Legislation (OHS, Privacy, Anti-discrimination, etc) Industry standards/regulations Awards and agreements or other relevant industrial arrangements Industry codes of practice

3. Implementing the Assessment Plan Who should you confirm the assessment plan with? There may be a number of people involved in or affected by the assessment process All people involved in or affected by the assessment process need to be aware that assessment is taking place

4. Briefing the candidate What does the candidate need to know? What is in the plan that affects the candidate? What are the aspects of the plan that you need to tell the candidate about? How will you communicate it?

5. Assessors need to: Communicate a clear understanding of each other’s roles and responsibilities Develop a shared expectation of how the assessment process will work Provide opportunities for two-way feedback Involve candidates

6. Documenting the assessment At the very least your records should include the following information Name of candidate Name of assessor Date of assessment/s Location of assessment Benchmarks assessed Evidence required/provided Methods and tools used Assessment results Feedback details Any appeals or follow-up procedures