Introduction

This assessment has been developed in the order in order to identify the needs of clients. In this regard, few aspects have been highlighted here. The assessment will Plan and organize the roles plays in consultation with classmates and trainer/assessor. It will conduct the analysis of a client’s needs in presence of an evaluator during a designated assessment session. It will prepare for client meetings plus develop all the needed tools plus resources. The assessment will also show properly the assigned role and this will maintain a formal approach during the meeting. With the help of Listened attentively to client needs and gathered all the relevant information. It will develop an appropriate template/tool to gather client information. In addition, it will research and downloaded information, which is applicable to the financial product/result desired by the client. It also research plus download pertinent legislation plus constitutional necessities pertinent to the financial product/result discuss and download information for the Objectives are developed to deal with specific client expectations. Objectives are specific, measurable, achievable, and realistic, and time‐bound. In the last part of the assessment, will develop and describe a conceptual idea of a solution/product, which may satisfy client needs. In addition, it will define the role and responsibilities of a financial advisor.

Planned and organized the roles plays in consultation with classmates and trainer/assessor

The roles play by a financial advisor, in consultation with classmates and trainer are advising strategies for clients in the coverage of insurance.

Conducted a client needs analysis in presence of an assessor during a designated assessment session

There are few needs of a client during a designated assessment session and those are eliminating all financial risks along with developing wealth for more than a long term. They can also give their clients a game plan, which is the most required for them as well and this will be helpful to them for obtaining the right track and getting all the financial goals (Keiper et al., 2017).

Preparation and development of all the required tools and resources for client meeting

There are lots of tools, which are required for a financial advisor in order to fulfill the demands of clients. Those are given below.

NestEgg Estimator

Black Diamond

Black Diamond mobile App (Kannadhasan, 2015)

Hootsuite

Paladin Registry along with Research

Fugate

Dropbox

Book

Google Alerts

Presented appropriately in the assigned role and maintained a formal approach during the meeting

Few formal approaches of meeting are given below.

Set objectives

Assemble attendees

Develop agenda (Hall and Rossetti, 2018)

Maintain the control

Follow up

Listened attentively to client needs and gathered all the relevant information

A financial advisor needs to listen to all the needs of clients with the attention and they must gather relevant information regarding it as well (Fisch et al., 2016). Information can be considered as very significant as this can be useful for fulfilling those needs.

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Unit 04 Project Design Implementation And Evaluation

Unit 04 Project Design Implementation And Evaluation

Unit 04 Project Design Implementation And Evaluation

Unit 04 Project Design Implementation And Evaluation

1.    Introduction

This unit provides opportunities to develop skills in decision making, problem solving and communication integrated with the skills and knowledge developed in many of the other units within the programme to complete a realistic project. It requires the learner to select, plan, implement and evaluate a project and finally present the outcomes, in terms of the process and the product of the project. It also allows learners to develop the ability to work individually and/or with others, within a defined timescale and given constraints, to produce an acceptable and viable solution to an agreed brief.

If this is a group project, each member of the team must be clear about their responsibilities at the start of the project and supervisors must ensure that everyone is accountable for each aspect of the work and makes a contribution to the end result. Learners must work under the supervision of programmer tutors or work-based managers.

1.1. Aim

To develop learners’ skills of independent enquiry by undertaking a sustained investigation of direct relevance to their vocational, academic and professional development. 

1.2.        Objectives

On successful completion of this unit a learner will: 

  • Be able to formulate a project
  • Be able to implement the project within agreed procedures and to specification
  • Be able to evaluate the project outcomes
  • Be able to present the project outcomes.
About the Book

Unit 04 Project Design Implementation And Evaluation

 UnitUnit 04: Project Design Implementation and Evaluation [Mandatory Unit]
Unit level5
Unit codeL/601/0995
Credit Value20
QualificationBTEC HND in Computing and Systems Development
Term Start Date29 May 2018
Hand out date29 May 2018
Submission Deadline05 August 2018
Lecture8 weeks
Revision Clinic2Weeks
Module LeaderMr Suneth
Lecturer  
 Copyright Statement:Copyright © – All rights reserved – UK College of Business and ComputingThis document is the product and property of the UK College of Business and Computing and therefore may not be: shared with any external third party; reproduced in full or in part; or used in any other related manner whatsoever, without prior expressed written permission. This statement is for the attention of students, staff and external parties. In the case of copyright infringement, legal action will be exercised. 

1.    Introduction

Unit 04 Project Design Implementation And EvaluationThis unit provides opportunities to develop skills in decision making, problem solving and communication integrated with the skills and knowledge developed in many of the other units within the programme to complete a realistic project. It requires the learner to select, plan, implement and evaluate a project and finally present the outcomes, in terms of the process and the product of the project. It also allows learners to develop the ability to work individually and/or with others, within a defined timescale and given constraints, to produce an acceptable and viable solution to an agreed brief.If this is a group project, each member of the team must be clear about their responsibilities at the start of the project and supervisors must ensure that everyone is accountable for each aspect of the work and makes a contribution to the end result. Learners must work under the supervision of programme tutors or work-based managers.

1.1.        Aim

To develop learners’ skills of independent enquiry by undertaking a sustained investigation of direct relevance to their vocational, academic and professional development. 

1.2.        Objectives

On successful completion of this unit a learner will: 
  • Be able to formulate a project
  • Be able to implement the project within agreed procedures and to specification
  • Be able to evaluate the project outcomes
  • Be able to present the project outcomes.  

2.0.      Unit / Module Content

1 Be able to formulate a project:Project selection: researching and reviewing areas of interest; literature review; methods ofevaluating feasibility of projects, initial critical analysis of the outline specification, selection ofproject option, initiating a project logbook/diary, estimating costs and resource implications,identifying goals and limitations; value of project, rationale for selection, agree roles andallocate responsibilities (individually with tutor/supervisor and within project group ifappropriate).Project specifications: developing and structuring a list of requirements relevant to projectspecifications e.g., costs, timescales, scale of operation, standards, legislation, ethics,sustainability, quality, fitness-for-purpose, business data, resource implications.Procedures: planning and monitoring methods; operating methods; lines of communication;Risk analysis; structure of groups and collaborative working eg.Learner groups or roles andresponsibilities within a work-based project; targets and aims.Project plan: production of a plan for the project including timescales, deliverables,milestones, quality assurance systems and quality plans; monitoring progress2 Be able to implement the project within agreed procedures and to specificationImplement: proper use of resources, working within agreed time scale, use of appropriatetechniques for generating solutions, monitoring development against the agreed project plan,maintaining and adapting project plan where appropriateRecord: systematic recording of relevant outcomes of all aspects and stages of the project toagreed standards3 Be able to evaluate the project outcomesEvaluation techniques: detailed analysis of results, conclusions and recommendations; criticalanalysis against the project specification and planned procedures; use of appropriateevaluation techniques; application of project evaluation and review techniques (PERT);opportunities for further studies and developmentsInterpretation: use of appropriate techniques to justify project progress and outcomes interms of the original agreed project specificationFurther consideration: significance of project; application of project results; implications;limitations of the project; improvements; recommendations for further consideration4 Be able to present the project outcomesRecord of procedures and results: relevant documentation of all aspects and stages of theProjectFormat: professional delivery format appropriate to the audience; appropriate media

3.0.      Learning Outcomes and Assessment criteria 

Learning outcomes: On successful completion ofthis unit a learner will: LO1:Be able to formulate a project1.1 formulate and record possible outline projectspecifications1.2 identify the factors that contribute to the process ofproject selection1.3 produce a specification for the agreed project1.4 produce an appropriate project plan for the agreedprojectLO2: Be able to implement the projectwithin agreed procedures and tospecification2.1 match resources efficiently to the project2.2 undertake the proposed project in accordance with theagreed specification2.3 organise, analyse and interpret relevant outcomesLO3: Be able to evaluate the projectoutcomes3.1 use appropriate project evaluation techniques3.2 interpret and analyse the results in terms of the originalproject specification3.3 make recommendations and justify areas for furtherconsiderationLO4: Be able to present the projectoutcomes4.1 produce a record of all project procedures used4.2 use an agreed format and appropriate media to presentthe outcomes of the project to an audience.
  • Teaching and learning Methods 
This unit requires a range of skills and strategies to be employed for teaching and learning.This is suitable for use for a range of sectors and should utilise the full range of skills developed through study of other units in the programme. These include planning, practical work, data handling and processing, critical analysis and presentation skills.The afore-mentioned can be achieved through the use of a number of teaching and learning  tools such as class tutorials, group discussion, quiz, workshop, project management case studies, good practices scenarios, project implementation, exercises, log booking and presentation skills.This knowledge gained from this mandatory unit can be applied to a number of other units in the programme as well. Assessment Methods -Summary A key feature of the assessment strategy for this unit is the practical implementation of a sustained investigation on a given problem.The assessment will consist of an individual reportbased on a case scenario chosen for the purpose to address all the learning outcomes and the implied assessment criteria.The assessment will comprise of four key components – planning a project, implementing it, evaluating outcomes and presenting outcomes.
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