Study Unit

Outcomes

Assessment Criteria

MODULE 1 :

LEAD AND INFLUENCE THE SUPPLY CHAIN MANAGEMENT ENVIRONMENT 

At the end of the learning cycle, the learners will demonstrate knowledge and understanding of:

• The roles of leadership in a purchasing function
• The role of the visionary, in leadership.
• Key communication skills for leadership: including

- Promotional

      - Influencing

      - Persuasion

• Collaboration v/s competition.
• The difference between influencing and negotiation.
• Key methods of influencing.
• The merits of cross-functional teams and the role of sponsorship.
• A range of skills and competencies for purchasing
• The importance of stakeholder consultation
• Corrective action and redirection of activities that have been delegated.

ASSESSMENT CRITERION 1 

Evaluate the fundamental differences between leadership and Management critically to determine their impact on the supply chain management environment.

ASSESSMENT CRITERION 2 

Assess the behavioral traits of successful leaders critically to determine their impact on the supply chain management environment. 

ASSESSMENT CRITERION 3 

Develop a  range of leadership styles and judgments are made on when best to use each. 

ASSESSMENT CRITERION 4 

Evaluate strategic leadership approaches critically in terms of business influences. 

ASSESSMENT CRITERION 1 

Utilise models of influence to try to influence people in the supply chain. 

ASSESSMENT CRITERION 2 

Assess the different sources of power critically to determine legitimacy and acceptability when leading and influencing areas of the supply chain. 

ASSESSMENT CRITERION 3 

Execute leading and influencing activities through the utilisation of specific strategies. 

ASSESSMENT CRITERION 4 

Develop a range of tactics and definitions to effectively influence the supply chain. 

ASSESSMENT CRITERION 5 

Assess critically the outcomes of attempts to influence the supply chain to determine the impact.

ASSESSMENT CRITERION 1 

Clarify the need for people to work effectively in terms of the benefits to individuals and to work-based teams. 

ASSESSMENT CRITERION 2 

Develop a consensus on how to work together in order to identify potentials for pitfalls and conflicts within the team. 

ASSESSMENT CRITERION 3 

Evaluate diversity issues critically to determine how they relate to the success of people and propose approaches to managing them. 

ASSESSMENT CRITERION 4 

Determine ways of developing and motivating people in order to try to increase their productivity and effectiveness. 

ASSESSMENT CRITERION 5 

Plan team time effectively to include scheduling, justifying resources, deadlines and delivery dates. 

ASSESSMENT CRITERION 1 

Develop an innovative vision, values, and culture for the future. 

ASSESSMENT CRITERION 2 

Evaluate critically a range of different models of change management to consider the implications of implementing the purchasing function. 

ASSESSMENT CRITERION 3 

Develop an appropriate style for leading and managing the strategic change process that will encourage stakeholders to welcome and embrace change within the purchasing function. 

ASSESSMENT CRITERION 4 

Set justifiable objectives for change and prioritise strategies for achieving them.

ASSESSMENT CRITERION 5 

Determine resource requirements for the implementation of change within the purchasing function. 

ASSESSMENT CRITERION 6 

Delegate responsibility for the effective implementation of change. 

ASSESSMENT CRITERION 7 

Utilise forcefield analysis is to identify forces and barriers to change and determine what needs to be done to develop and assist change. 

ASSESSMENT CRITERION 8 

Negotiate difficult leadership and management situations effectively in order to resolve the problem. 

ASSESSMENT CRITERION 9 

Monitor and control the impact of the change process on the supply chain performance to determine its effectiveness. 

ASSESSMENT CRITERION 10 

Manage continuity of performance while implementing change in order to maintain a business as usual approach for managing supply. 

MODULE  2

APPLY KNOWLEDGE OF FINANCE, ACCOUNTANCY, BOOKKEEPING AND TAX TO A SPECIFIC SMALL BUSINESS (SMALL BUSINESS ENVIRONMENT)

 At the end of the learning cycle, the learners will demonstrate knowledge and understanding of:

• Key Finance Concepts
• Sources of Finances
• Uses of  Finance
• Balance Sheet
• Working Capital
• Debtors and Creditors
• Cash flow
• Bookkeeping
• Debit and Credit entries
• Budgets
• Ratios

     - Liquidity

     - Profitability

     - Stock turnover rate

• Tax implications on the enterprise

ASSESSMENT CRITERION 1 

Identify and explain the sources of finance within the context of a specific small business. 

ASSESSMENT CRITERION 2 

Classify and state with examples the factors affecting the choice of sources of finance. 

ASSESSMENT CRITERION 3 

Find and clarify the uses of funds within the context of a specific small business. 

ASSESSMENT CRITERION 4 

Demonstrate knowledge of the use and layout of a balance sheet in the context of a specific small business. 

ASSESSMENT CRITERION 5 

Understand the concept of 'working capital' and take measures to control the amount needed in a business in the context of a  specific small business.

ASSESSMENT CRITERION 6 

Understand and explain with examples the purpose of cash flow forecasts and statements from a specific small business.

ASSESSMENT CRITERION 1 

Define bookkeeping and explain the purposes and importance of keeping accounts in the context of a specific small business. 

ASSESSMENT CRITERION 2 

Comprehend and expound with examples basic bookkeeping entries in various account types. 

ASSESSMENT CRITERION 3 

Clarify and demonstrate the entries into, and balancing of, cash and analysis books are in the context of a specific small business. 

ASSESSMENT CRITERION 4 

Demonstrate a basic awareness of computer-based accounting systems in the context of their use in a specific small business. 

ASSESSMENT CRITERION 1 

Know and describe with examples concepts relating to and the determination of profit and loss in an accounting system is. 

ASSESSMENT CRITERION 2 

Apprehend and demonstrate the concepts and process of budgeting, types of budgets, their importance and use in financial forecasting in the context of a specific small business. 

ASSESSMENT CRITERION 3 

Identify and explain with examples financial calculations used to interpret accounting information from a specific small business. 

ASSESSMENT CRITERION 1 

Understand and explain taxes and the tax system, in broad terms. 

ASSESSMENT CRITERION 2 

Comprehend and clarify The Value Added Tax (VAT) system and its workings. 

ASSESSMENT CRITERION 3 

Identify and describe the records required for VAT purposes. 

ASSESSMENT CRITERION 4 

Complete and submit VAT returns to the tax authority. 

MODULE  3 :

APPLY BASIC HUMAN RESOURCES PRACTICES

At the end of the learning cycle, the learners will demonstrate knowledge and understanding of:

• Understanding legislative requirements.
• Managing the careers of service staff.
• Developing professional teams.
• Meeting people requirements.

ASSESSMENT CRITERION 1 

Clarify the Skills Development Act in terms of its applicability to the organisation. 

ASSESSMENT CRITERION 2 

Explain Employment Equity Act in terms of its applicability to the organisation. 

ASSESSMENT CRITERION 3 

Describe Labour Relations Act in terms of its applicability to the organisation. 

ASSESSMENT CRITERION 4 

Identify and explain other specific Acts pertaining to the SMME directly in terms of their applicability to the organisation. 

ASSESSMENT CRITERION 1 

Conduct formal appraisals of the individual's role at organisational and client level. 

ASSESSMENT CRITERION 2 

Evaluate client feedback and perceptions of delivery during a face-face appraisal process. 

ASSESSMENT CRITERION 3 

Monitor project progress to determine achievement of individual and team objectives and deliverables. 

ASSESSMENT CRITERION 4 

Undertake individual career management planning at both organisational and client project level. 

ASSESSMENT CRITERION 5 

Carry out quality assurance activities for individual and team outputs and progress. 

ASSESSMENT CRITERION 6 

Provide structured feedback to individuals relating to appraisal and monitoring results. 

ASSESSMENT CRITERION 1 

Determine training and development needs from appraisal results and on-going monitoring of team and individual projects. 

ASSESSMENT CRITERION 2 

Manage client's employees, seconded to consulting projects, through monitoring, feedback and training activities. 

ASSESSMENT CRITERION 3 

Provide mentoring and guidance to individuals and teams in line with identified needs. 

ASSESSMENT CRITERION 4 

Take into account behavioral traits of individuals within teams when determining and planning development interventions. 

ASSESSMENT CRITERION 5 

Motivate individuals and teams utilising accepted motivational techniques. 

ASSESSMENT CRITERION 1 

Demonstrate knowledge of individual competencies and behavioral traits by using examples of observed behavior to illustrate points made. 

ASSESSMENT CRITERION 2 

Match teams according to experience, individual competence and behavioral traits to meet client requirements. 

ASSESSMENT CRITERION 3 

Monitor and manage relationships on an on-going basis. 

MODULE  4 :

PREPARE BUDGETS FOR A SPECIFIC SECTOR 

At the end of the learning cycle, the learners will demonstrate knowledge and understanding of:

• Legislative Framework for budgets
• Budget process
• Budget procedures
• Roles &, Responsibility role players
• Prepare budgets
• Compile Budgets

ASSESSMENT CRITERION 1 

Explain with examples budgetary concepts. 

ASSESSMENT CRITERION 2 

Describe with examples the role of a budget in a specific sector. 

ASSESSMENT CRITERION 3 

Clarify the principles of budgeting in terms of their application. 

ASSESSMENT CRITERION 4 

Discuss the components of a budget within a specific sector as required by legislation. 

ASSESSMENT CRITERION 1 

Differentiate a range of budget formats in terms of their application in specific sectors. 

ASSESSMENT CRITERION 2 

Evaluate budgets formats in terms of their advantages and disadvantages. 

ASSESSMENT CRITERION 3 

Distinguish different approaches to preparing budgets in terms of their functions and roles. 

ASSESSMENT CRITERION 4 

Explain with examples advantages and disadvantages of each of the approaches.

ASSESSMENT CRITERION 1 

Access data according to budgetary requirements and plan of action. 

ASSESSMENT CRITERION 2 

Compile information for a budget utilising policy, strategic and operational plans. 

ASSESSMENT CRITERION 3 

Analyse data required for budget preparation in terms of suitability, accuracy, verification, and comparability of data sources. 

ASSESSMENT CRITERION 4 

Interpret and analyse Circulars and memoranda in terms of budgetary implications and requirements. 

ASSESSMENT CRITERION 5 

Conduct classification of budget data using relevant tools. 

ASSESSMENT CRITERION 1 

Estimate an annual budget utilising appropriate approaches. 

ASSESSMENT CRITERION 2 

Present an annual budget in line with prescribed formats. 

ASSESSMENT CRITERION 3 

Calculate estimates of cash for each month of the financial year. 

ASSESSMENT CRITERION 4 

Conduct reconciliation's between annual budget estimates and cash flow estimate.

ASSESSMENT CRITERION 1 

Identify and explain recipients of budgetary requests in terms of their role and motivation. 

ASSESSMENT CRITERION 2 

Prepare budgetary request motivations in line with guidelines and direct to appropriate stakeholders. 

ASSESSMENT CRITERION 3 

Present motivations to appropriate individuals. 

ASSESSMENT CRITERION 1 

Prepare and communicate notification of budgetary request to role-players

ASSESSMENT CRITERION 2 

Conduct actions and steps to finalise budget allocation. 

ASSESSMENT CRITERION 3 

Prepare and finalise a budget in accordance with organisation practice and policy.

MODULE  5  (NON-CREDIT BEARING)

PREPARE A BUSINESS PLAN FOR A BUSINESS ENTERPRISE (MEDIUM SIZE)

(PRACTICAL GROUP WORK EXERCISE)