SITXMGT005

Establish and conduct

business relationships

LEARNER ASSESSMENT
PACK
Learner Assessment Pack

Precision RTO Resources

Level 13, 269 Wickham St, Fortitude Valley 4006
Email: [email protected]
Website: www.precisionrtoresources.com.au

© 2022 Precision RTO Resources

SITXMGT005 - Establish and conduct business relationships (Release 1)

This resource has been developed for Precision RTO Resources
by Academy of Professional Excellence (APEX) Pty Ltd.
Email: [email protected]
Website: www.apexeducation.edu.au

Copyright Notice Copying for Educational Purposes

No part of this resource may be reproduced in any form or by any The Australian Copyright Act 1968 allows 10% of this resource to
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permission from Precision RTO Resources. Legal action may be given a remuneration notice to the Copyright Agency Limited (CAL)
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unauthorised copying.

These terms are subject to the conditions prescribed under the

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Disclaimer
Precision RTO Resources has made a great effort to ensure that
this material is free from error or omissions. However, you should
conduct your own enquiries and seek professional advice before
relying on any fact, statement or matter contained in this
document. Precision RTO Resources is not responsible for any
injury, loss or damage as a result of resource included or omitted
from this material. Information in this course material is current at
the time of publication.

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Version Control & Document History

Date Summary of modifications Version

27 October 2022 Version 1 produced following assessment validation. 1.0

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Table of Contents
Assessment Delivery..............................................................................................................................5
Candidate Information..........................................................................................................................6
Steps for Candidates..............................................................................................................................8
Reasonable Adjustment.........................................................................................................................9
Resources Required for Assessment....................................................................................................10
Assessment Agreement.......................................................................................................................13
Assessment Tasks................................................................................................................................16
Contextualisation of Assessments by RTOs.........................................................................................17
Knowledge Assessment............................................................................................................19
Practical Assessment................................................................................................................30
Workplace Assessment.........................................................................................................31
Assessment Overview..............................................................................................................31
Task 1: Build Business Relationships and Conduct Negotiations..............................................33
Task 2: Make Formal Business Agreements.............................................................................36
Task 3: Honour and Make Adjustments to Business Agreements............................................38
Task 4: Maintain Business Relationships..................................................................................40
Assessment Workbook Checklist.........................................................................................................41
Assessment Workbook Checklist...............................................................................................42
Recording............................................................................................................................................44
Record of Assessment...............................................................................................................45

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Learner Assessment Pack

Assessment Delivery

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Candidate Information
This Learner Assessment Pack is designed for you to complete the assessment for SITXMGT005 -
Establish and conduct business relationships (Release 1). It may refer to your own
workplace/organisation, or to a simulated business provided by your assessor.
The assessment tasks include Knowledge Assessment where you need to demonstrate your
knowledge and understanding of the unit, and the Practical Assessment, where you need to
demonstrate your skills required in the unit. It is recommended that you complete the Practical
Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you
can complete the assessment in a simulated environment where resources and conditions similar to
a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with
the assessment.

Each Learner Assessment Pack is made up of four parts:

Assessment Delivery
Candidate Information
Steps for Candidate
Assessment Agreement
Assessment Tasks
Assessment Tasks, including:
 Knowledge Assessment
 Practical Assessment
Assessment Workbook Checklist
Assessment Workbook Checklist
Recording
Record of Assessment

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Before you commence your assessment, ensure that you have a good knowledge of the subject,
have thoroughly read your Learner Resource, and clearly understand the assessment requirements
and the expectations of the industry to which the assessment is related.
Assessments are designed to be completed using your industry/organisation, but your Registered
Training Organisation (RTO) may assist you by contextualising the unit to be completed in a
simulated workplace environment.
You will be required to demonstrate knowledge and skills which must be observed directly by your
assessor. Where the observation task may be difficult for the assessor to directly observed, a video
recording of the practical observation task must be submitted as supplementary evidence.
Verification from at least one third-party signatory, and preferably two or more witnesses is required
to confirm your demonstration of these practical knowledge and skills. These witnesses would
usually be your current or recent supervisors, or your assessor.
The practical assessment tasks may be completed using your own workplace, a simulated
environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to
your industry/organisation, you may be asked by your assessor to provide additional information
based on your industry/organisation.
Instructions are given for each task. If you have questions, or unclear how to proceed, consult with
your assessor.
Records of all aspects of the assessment must be kept in your Learner Assessment Pack
The record of assessment is a legal document and must be signed, dated, and a copy stored as
required by your Registered Training Organisation (RTO).

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Steps for Candidates

Your Learner Assessment Pack:
1. Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations
and requirements of this assessment. You may also need to supply contact details of one or
two work referees who can confirm your skills in the industry.
Discuss with your assessor if you intend to undertake the practical assessment tasks based
on your employing organisation, in a simulated business, or in a mix of both.
2. Your Learner Assessment Pack is where you will get the task information. Complete each
task as instructed using either your own workplace, or using a simulated business, as
discussed with your assessor.
3. After you complete your assessment, gather and submit your evidence documents as
detailed in the task(s) in the timeframe agreed with your assessor.
Your assessor will advise you if there are any further steps for you to take to satisfactorily
complete this assessment.

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Reasonable Adjustment
Adapted Reasonable Adjustment in teaching, learning and assessment for candidates with a
disability - November 2010 - Prepared by - Queensland VET Development Centre
Reasonable adjustment in VET is the term applied to modifying the learning environment or making
changes to the training delivered to assist a candidate with a disability. A reasonable adjustment can
be as simple as changing classrooms to be closer to amenities or installing a particular type of
software on a computer for a person with vision impairment.
Why make a reasonable adjustment?
We make reasonable adjustments in VET to make sure that candidates with a disability have:
 The same learning opportunities as candidates without a disability, and
 The same opportunity to perform and complete assessments as those without a disability.
Reasonable adjustment applied to participation in teaching, learning and assessment activities can
include:
 Customising resources and assessment activities within the training package or accredited
course
 Modifying the presentation medium
 Candidate support
 Use of assistive/adaptive technologies
 Making information accessible both before enrolment and during the course
 Monitoring the adjustments to ensure candidates needs continue to be met
Assistive/Adaptive Technologies
Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to
assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium - W3C). It
includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for
grasping, visual alert systems, digital note-takers.
IMPORTANT:
Reasonable adjustment made for collecting candidate assessment evidence must not impact on
the standard expected by the workplace, as expressed by the relevant unit(s) of competency. For
example, if the assessment were gathering evidence of the candidate’s competency in writing,
allowing the candidate to complete the assessment verbally would not be a valid assessment
method. The method of assessment used by any reasonable adjustment must still meet the
competency requirements.

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Resources Required for Assessment

To complete the Practical Assessment tasks, you will require access to:
 Computer with internet and email access, and a working web browser
 Installed software: Word, Adobe Acrobat Reader
 An operational business environment. This can be an industry workplace, or a simulated
industry environment set up for the purposes of assessment that will allow you access to:
o Workplace documents/resources with information on the following:

 Organisational requirements for business relationships

 Protocols for business relationships
 Professional protocols for negotiations
 Organisational protocols for negotiations
 Organisational policy and procedures for business agreements and contracts
 Scope of your individual responsibility
o Workplace templates, including or similar to the following:

 Meeting Minutes of Negotiation

 Business Contract

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o People, including:

 At least two business contacts with whom you will establish and maintain
business relationships throughout Workplace Assessment Tasks 1 to 4,
including:
- At least one customer
- At least one supplier
 At least one specialist for consultation on a contract in Workplace
Assessment Task 2
 At least two colleagues to seek feedback and input and incorporate into
negotiations in Workplace Assessment Task 1
 At least two relevant colleagues to:
- Share meeting minutes of negotiations in Workplace Assessment
Task 1
- Share updated contracts in Workplace Assessment Task 3
 At least two relevant stakeholders to Share meeting minutes of negotiations
in Workplace Assessment Task 1
o Opportunity to:

 Establish business relationships with at least two business contacts

 Conduct negotiations with at least two business contacts
 Seek feedback and input from at least two participating colleagues and
incorporate into negotiations
 Consult with a specialist for a contract
 Confirm contracts with at least two business contacts
 Consult with at least two business contacts to identify adjustments needed
in contracts
 Maintain regular contact and nurture business relationships with at least
two business contacts

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Accessing Intranet Pages

Some assessment tasks may require you to access specific pages from the simulated business, The
Continent Hotel. Links to these pages are formatted in Blue Text.
To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users,
directly click the link.
The simulated business, The Continent Hotel, can be accessed by going to
https://thecontinenthotel.precisiongroup.com.au/.
Login to The Continent Hotel using the username and password provided by your Registered
Training Organisation (RTO).

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Assessment Agreement
Instructions:
Complete this section in the Learner Assessment Pack for each candidate.
1. Discuss each section of the Assessment Agreement with the candidate to identify the
Delivery Method and Assessment Pathway to be undertaken, and to ensure that the
Assessment Conditions and Resources Required are present in the assessment
environment.
2. Tick each section as applicable to the candidate’s situation.
3. Have the candidate and you sign the confirmation at the end of this agreement.

Please tick at least one of the following for each section: 

Delivery Method

Classroom 

Small Group 

One-on-One ☐

Online ☐

Other (please describe) ☐

Assessment Pathway (for Practical Assessment)

Candidate’s Organisation (Pre-assessment meeting conducted) ☐

Simulated Workplace Environment (Contextualised by RTO) 

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Assessment Conditions

Skills must be demonstrated in an operational business environment. This can be:

An industry workplace; or ☐

A simulated industry environment set up for the purposes of assessment. 

Assessment must ensure access to:

Materials that support the negotiation process:

Preparatory facts and statistics 

Key performance indicators 

Market information. 

Other people with whom business relationships can be established. These can be:

Those in an industry workplace who are assisted by the individual during


the assessment process; or

Individuals who participate in role plays or simulated activities, set up for

the purpose of assessment, in a simulated industry environment operated 
within a training organisation.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational
education and training legislation, frameworks and/or standards.

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I confirm that the activities and assessment completed for this unit are my own work, and comply
with all relevant copyright and plagiarism rules.
I understand that if there are any issues found in the authenticity of any piece of my assessment, I
may be orally re-assessed OR asked to complete further assessment tasks.

Students name

Students’s signature Date

Assessor’s name Kerry Holloway

Assessor’s signature Kerry Holloway Date

End of Assessment Agreement

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Learner Assessment Pack

Assessment Tasks

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Tasks
Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.

Contextualisation of Assessments by RTOs

Contextualisation is the process of modifying assessment tools to make learning more meaningful
for candidates and their employers.
Precision RTO Resources recommends that your RTO contextualise the assessment tools to suit
particular industry requirements and specific organisational requirements before using them.
Contextualisation must retain the integrity of the assessment and the outcome of the unit of
competency.

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Knowledge Assessment
Preliminary Task
Questions 1, 2, 3 and 4 of this Knowledge Assessment requires you to refer to your industry.
For your assessor’s reference, identify the information required in the spaces below.
When answering Questions 1, 2, 3 and 4, you must refer to the information you provided below.

Workplace/organisation name: Hotel Continent

Industry:

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Question 1

Outlined below are various factors that drive business relationships.

In your own words, describe how each outlined factor drives business relationships in your
industry.
Each response must be in 30 words or more.

Factor How it Drives Business Relationships

a. Industry structure and

interrelationships

b. Sources of supply

c. Distribution networks

d. Marketing networks

e. Professional networks

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Question 2

Answer the questions below about agreements in your industry.

a. Identify at least two types of formal agreements commonly formed in your industry.

i.

ii.

b. In your own words, describe the key role of agreements in your industry. Response must be
in 30 words or more.

c. Outline at least two key characteristics of agreements.

i.

ii.

d. Outline at least two inclusions of agreements.

i.

ii.

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Question 3

Answer the questions below about contracts in your industry.

a. Identify at least two types of contracts commonly formed in your industry.

i.

ii.

b. In your own words, describe the key role of contracts in your industry. Response must be in
30 words or more.

c. Outline at least two key features of contracts.

i.

ii.

d. Outline at least two inclusions of contracts.

i.

ii.

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Question 4

Answer the questions below about legal requirements that impact negotiations and agreements in
your industry.

A. Negotiations
Complete the table below about legal requirements for negotiations.
a. Identify at least two legal requirements other than contract law, that must be
considered during negotiations.
Indicate the name of the legislation the requirement is from.
b. In your own words, explain how each identified legal requirement impacts
negotiations in your industry. Responses must be in 30 words or more.

Legal Requirement Impact on Negotiations

i.

ii.

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B. Agreements
Complete the table below about legal requirements for agreements.
a. Identify at least two legal requirements other than contract law, that must be
considered while forming agreements.
Indicate the name of the legislation the requirement is from.
b. In your own words, explain how each identified legal requirement impacts
agreements in your industry. Responses must be in 30 words or more.

Legal Requirement Impact on Agreements

i.

ii.

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Question 5

Outlined below are key components of contract law.

In your own words, describe each outlined component of contract law. Responses must be in 30
words or more.

Key Component of Contract Law Description

a. Terms and obligations of

contract

b. Methods of contractual
agreement

c. Exclusion clauses

d. Dispute resolution clause

e. Termination of contracts

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Question 6

Outlined below are opportunities to maintain business relationships with customers and
suppliers.
In your own words, describe each opprtunity outlined below. Responses must be in 30 words or
more.

A. With Customers

Opportunity to Maintain
Description
Business Relationships

i. Program of regular
contact

ii. Cooperative promotions

iii. Social media

B. With Suppliers

Opportunity to Maintain
Description
Business Relationships

i. Association membership

ii. Industry functions

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Question 7

Answer the questions below about principles and techniques of negotiation.

A. Principles of Negotiation
Complete the table below about principles of negotiation.
a. Identify the five principles of negotiation.
b. In your own words, explain the importance of each principle. Responses must be in 30
words or more.

Principle Importance

i.

ii.

iii.

iv.

v.

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B. Negotiation Techniques
Complete the table below about techniques of negotiation.
a. Identify at least three negotiation techniques.
b. In your own words, describe the most appropriate situation to use each technique.
Responses must be in 30 words or more.

Technique Situation

i.

ii.

iii.

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Question 8

Complete the table below about the negotiation process.

a. Identify the five stages in the negotiation process.
b. In your own words, explain how each stage must be performed. Responses must be in 30
words or more.

Stages of Negotiation How Each Stage is Performed

i.

ii.

iii.

iv.

v.

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Practical Assessment
The Practical Assessment is a set of tasks that must be completed in an operational business
environment. This can be:
 an industry workplace; or
 a simulated industry environment set up for the purposes of assessment.
To be assessed for this unit of competency, you must demonstrate your skills and knowledge to
establish and conduct business relationships.
The Practical Assessments in this workbook include:
1. Workplace Assessment
A series of tasks assessing the candidate’s practical knowledge and skills relevant to the
unit of competency. This includes the candidate completing workplace documents or
similar as evidence of competent performance.
2. Workplace Practical Observation
A set of assessment tasks where the candidate must demonstrate practical skills
relevant to the unit of competency. These skills are to be demonstrated while being
observed by the assessor.
IMPORTANT!
 All signatures/initials in your submissions, including yours, must be handwritten and
dated. Submissions with signatures/initials must be scanned.
 The supervisor/observer who completes and signs your evidence submissions must
provide their real name, contact number, and email address for your assessor’s
reference.
 Should you encounter issue or concerns regarding your assessment, contact your
assessor.

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Workplace Assessment
Assessment Overview

This workplace assessment requires you to establish and maintain business relationships,
conduct formal negotiations and make commercially significant business-to-business
agreements in the relationships.
This assessment is divided into four tasks:
 Task 1: Build Business Relationships and Conduct Negotiations
 Task 2: Make Formal Business Agreements
 Task 3: Honour and Make Adjustments to Business Agreements
 Task 4: Maintain Business Relationships
You are required to complete the assessment tasks in a real workplace, or in an environment
with conditions similar to that of a workplace.
Each task comes with a set of instructions. You are to follow these instructions to complete the
assessment. Each task will require you to either:
 Submit completed workplace templates and/or any required documentation; or
 Demonstrate task requirements while being observed by the assessor.
Some tasks may include both requirements. These will serve as evidence of your task
completion.
Before starting this assessment, your assessor will discuss with you these instructions,
resources, and guidance for satisfactorily completing the tasks.

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You are required to:

 Complete the tasks within the time allowed, as scheduled in-class roll.
 Build business relationships with at least two business contacts and conduct
negotiations.
 Make formal business agreements.
 Honour and make adjustments to business agreements.
 Maintain business relationships.
Resources Required for Assessment
Resources you need to access to complete the workplace assessment are outlined in the
Resources Required for Assessment section of this workbook, and in the corresponding
Assessor’s Checklist and/or Observation Form of each task.
Discuss each requirement with your assessor before commencing with each task. They will
organise the resources required for this assessment.
IMPORTANT: Additional workplace resources may be required upon the contextualisation of
this assessment.

Forms and Templates

Generic forms and templates to be used for the assessments are specified for each task, unless
otherwise stated. These can be accessed from the following link:
SITXMGT005 Forms and Templates
If you are currently in a workplace, use similar workplace templates and forms used by your
organisation to complete each assessment task.
Discuss with your supervisor and your assessor first to ensure that the forms/templates you will
use cover all criteria required by each assessment task.
Review these forms and templates with your assessor before starting the task.

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Task 1: Build Business Relationships and Conduct Negotiations

ASSESSMENT INSTRUCTIONS

While being observed by your assessor, establish at least two business relationships and conduct
negotiations.

STEPS TO TAKE
1. Access and review workplace documents with information on the following:
 Organisational requirements for business relationships.
 Protocols for business relationships.
 Professional protocols for negotiations.
 Organisational protocols for negotiations.
2. Identify at least one business contact for each business relationship you will build.
Business relationships must be with:
 At least one customer
 At least one supplier, such as:
o Cooperative partner with organisation

o Contractor

o Networks

o Supplier

3. Invite at least two colleagues to participate in the negotiation discussions.

4. Communicate with each identified business contact using effective communication
techniques, to establish a business relationship in accordance with organisational
requirements and protocols.
5. Conduct negotiations with each identified business contact, using negotiation techniques
in accordance with professional and organisational protocols. Ensure maximisation of
benefits of relationship for all parties during negotiations.
6. Agree on at least one performance indicator for the agreement to be made between the
parties.
7. Seek feedback and input from the participating colleagues and incorporate into the
negotiation.

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8. Prepare meeting minutes for each negotiation held with the business contacts.
Use your organisation’s template for preparing minutes of meetings, or you may use the
Meeting Minutes of Negotiation template provided along with this workbook.
9. Share the meeting minutes of each negotiation held with at least four relevant individuals.
Individuals must include:
 At least two relevant colleagues
Relevant colleagues are individuals with authority to make decisions about the
business relationship and corresponding formal agreements.
 At least two relevant stakeholders
Relevant stakeholders are individuals inside or outside the organisation who are
likely to be directly involved in delivering the terms outlined in the formal
agreements.
Meeting minutes must be shared within appropriate timeframes as per professional and
organisational protocols.

YOU WILL BE ASSESSED ON YOUR

 Practical knowledge of organisational requirements and protocols for managing business
relationships and conducting negotiations.
 Practical skills relevant to building business relationships, conducting negotiations and
communicating effectively.

OBSERVATION FORM AND ASSESSOR’S CHECKLIST

Before starting this task, review the review the following forms provided along with this
workbook:
 Workplace Assessment Task 1 – Observation Form
 Workplace Assessment Task 1 – Assessor’s Checklist

These forms list the following:

 All the practical skills you need to demonstrate while completing this task.
 The criteria your submission must address to complete this task satisfactorily.

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YOUR ASSESSOR WILL

 Organise workplace resources required for you to complete this assessment.
 Advise you on the time and location of the assessment.
 Discuss with you the practical skills listed in the Observation Form prior to the assessment.
 Discuss with you the requirements listed in the Assessor’s Checklist prior to the
assessment.
 Address your queries and concerns regarding this task.

EVIDENCE TO BE SUBMITTED
After completing this task, submit the following to your assessor:
 At least two meeting minutes of negotiation - one for each negotiation conducted.
 Evidence of sharing meeting minutes of negotiation with at least four relevant individuals.
Evidence must at least one of the following:
o Email correspondence

o Meeting minutes

o Video recording of the meetings with colleagues and stakeholders

When using this as evidence, ensure to inform the colleagues and stakeholders of
the purpose of the recording before doing so.

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Task 2: Make Formal Business Agreements

ASSESSMENT INSTRUCTIONS

This task will require you to make formal agreements with business contacts .

STEPS TO TAKE
1. Access and review:
 Meeting reports for negotiations held with business contacts in Workplace
Assessment Task 1.
 Organisational policy and procedures for business agreements and contracts.
2. Draft formal contracts for each negotiation conducted in Workplace Assessment Task 1, in
accordance with organisational requirements.
3. Assess whether specialist advice is required for the contracts by consulting with a
manager/supervisor.
4. Consult with a specialist to complete at least one contract, as required.
5. Obtain approvals for each formal contract from your manager/supervisor according to
organisational procedures.
6. Confirm all parts of the formal contracts with respective business contacts.

Use your organisation’s template for making the contracts. You may also use the Business
Contract template provided along with this workbook.

YOU WILL BE ASSESSED ON YOUR

 Practical knowledge of organisational requirements and procedures for business
agreements and contracts.
 Practical skills relevant to making business agreements and contracts.

ASSESSOR’S CHECKLIST
Before starting this task, review the Workplace Assessment Task 2 – Assessor’s Checklist
provided along with this workbook. This form lists the criteria your submission must address to
complete this task satisfactorily.

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YOUR ASSESSOR WILL

 Organise workplace resources required for you to complete this assessment.
 Advise you on the time and location of the assessment.
 Discuss with you the requirements listed in the Assessor’s Checklist prior to the
assessment.
 Address your queries and concerns regarding this task.

EVIDENCE TO BE SUBMITTED
After completing this task, submit the following to your assessor:
 At least two formal contracts.
 Evidence of evaluating need for specialist advice for each contract.
 Evidence of consulting a specialist for at least one contract.
 Evidence of confirmation of the contracts with respective business contacts.
Evidence must at least one of the following:
o Email correspondence

o Meeting minutes

o Video recording of the communication with the supervisor/specialist/business

contact
When using this as evidence, ensure to inform the supervisor/specialist/business
contact of the purpose of the recording before doing so.

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Task 3: Honour and Make Adjustments to Business Agreements

ASSESSMENT INSTRUCTIONS

This task will require you to honour the agreements with business contacts developed in
Workplace Assessment Task 2 and make necessary adjustments to the agreements.

STEPS TO TAKE
1. Access and review:
 Formal contracts developed in Workplace Assessment Task 2.
 Organisational document with information on scope of your individual
responsibility.
2. Comply with terms of each contract within scope of individual responsibility.
3. Review progress on agreed performance indicators for each contract by gathering and
analysing relevant performance data.
4. Consult with the business contacts to identify adjustments needed.
5. Update each contract based on the adjustments identified.
6. Share the updated contracts with at least two relevant colleagues.
Colleagues must be the same personnel with whom the meeting minutes of negotiations
were shared in Workplace Assessment Task 1.

YOU WILL BE ASSESSED ON YOUR

 Practical knowledge of compliance with business agreements and contracts.
 Practical skills relevant to updating business agreements and contracts.

ASSESSOR’S CHECKLIST
Before starting this task, review the Workplace Assessment Task 3 – Assessor’s Checklist
provided along with this workbook. This form lists the criteria your submission must address to
complete this task satisfactorily.

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YOUR ASSESSOR WILL

 Organise workplace resources required for you to complete this assessment.
 Advise you on the time and location of the assessment.
 Discuss with you the requirements listed in the Assessor’s Checklist prior to the
assessment.
 Address your queries and concerns regarding this task.

EVIDENCE TO BE SUBMITTED
After completing this task, submit the following to your assessor:
 Evidence of compliance with agreed terms of each contract. Evidence must be at least one
of the following:
o Latest contract performance review.

o Latest audit report on contract compliance.

o Signed note from manager/supervisor on contract compliance.

 At least two updated contracts.

 Evidence of consultation with business contacts for at least two business relationships to
agree on adjustments needed in contracts.
 Evidence of sharing the updated contracts with at least two colleagues.
Evidence must at least one of the following:
o Email correspondence

o Meeting minutes

o Video recording of the meeting with the colleagues

When using this as evidence, ensure to inform the colleagues of the purpose of the
recording before doing so.
 Copy of performance data analysed to review progress on agreed performance indicators
for each contract.

SITXMGT005 - Establish and conduct business relationships (Release 1)

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Task 4: Maintain Business Relationships

ASSESSMENT INSTRUCTIONS

While being observed by your assessor, maintain regular contact and nurture the relationships
established with business contacts.

STEPS TO TAKE
1. Seek information from each business contact on their expectations from the business
relationship.
2. Review the information received and identify at least two opportunities each to maintain
regular contact with each business contact.
3. Use the opportunities to remain in contact with each business contact using effective
interpersonal and communication styles.
YOU WILL BE ASSESSED ON YOUR
 Practical knowledge of information to maintain sound business relationships.
 Practical skills relevant to maintaining business relationships.
OBSERVATION FORM
Before starting this task, review the Workplace Assessment Task 4 – Observation Form provided
along with this workbook. This form lists all the practical skills you need to demonstrate while
completing this task.

YOUR ASSESSOR WILL

 Organise workplace resources required for you to complete this assessment.
 Advise you on the time and location of the assessment.
 Discuss with you the practical skills listed in the Observation Form prior to the assessment.
 Address your queries and concerns regarding this task.

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Learner Assessment Pack

Assessment Workbook Checklist

SITXMGT005 - Establish and conduct business relationships (Release 1)

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Assessment Workbook Checklist

Instructions
Your assessor will review your submissions against the checklist below. This section is to be
completed by your assessor.

The candidate has completed the Knowledge Assessment in this workbook ü

Knowledge Assessment Questions 

The candidate has completed the Practical Assessments in this workbook and ü
has submitted all the required evidence:

Workplace Assessment

Task 1: Build Business Relationships and Conduct Negotiations

At least two video recordings of negotiations – one for each ☐

negotiation conducted.
Only if direct observation is not possible.

At least two meeting minutes of negotiations – one for each 

negotiation conducted.

Evidence of sharing meeting reports with at least four relevant 

individuals.
Specify evidence submitted:

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Task 2: Make Formal Business Agreements

At least two formal contracts. 

Evidence of evaluating need for specialist advice for each contract. 

Specify evidence submitted:

Evidence of consulting a specialist for at least one contract. 

Specify evidence submitted:

Evidence of confirmation of the contracts with respective business 

contacts.
Specify evidence submitted:

Task 3: Honour and Make Adjustments to Business Agreements

Evidence of compliance with agreed terms of each contract. 

Specify evidence submitted:

At least two updated contracts. 

Evidence of consultation with business contacts to agree on 

adjustments needed in contracts.
Specify evidence submitted:

Evidence of sharing the updated contracts with at least two relevant 

colleagues.
Specify evidence submitted:

Task 4: Maintain Business Relationships

At least four video recordings – one for each communication with a 

business contact.
Only if direct observation is not possible.

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Learner Assessment Pack

Recording

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Record of Assessment
Instructions
This section is to be completed by your assessor

Assessment Details

Student name

Course Code SIT50422

Unit of Competency SITXMGT005 - Establish and conduct business relationships

Assessor Name Kerry Holloway

RTO 31809

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Needs more
Assessment Activity Satisfactory
evidence

Knowledge Assessment

Knowledge Assessment Question 1  ☐

Knowledge Assessment Question 2  ☐

Knowledge Assessment Question 3  ☐

Knowledge Assessment Question 4  ☐

Knowledge Assessment Question 5  ☐

Knowledge Assessment Question 6  ☐

Knowledge Assessment Question 7  ☐

Knowledge Assessment Question 8  ☐

Workplace Assessment

Task 1: Build Business Relationships and Conduct Negotiations  ☐

Task 2: Make Formal Business Agreements  ☐

Task 3: Honour and Make Adjustments to Business Agreements  ☐

Task 4: Maintain Business Relationships  ☐

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Needs more
Context Details Satisfactory
evidence

Task 1: Build Business Relationships and Conduct Negotiations  ☐

Task 2: Make Formal Business Agreements  ☐

Task 3: Honour and Make Adjustments to Business Agreements  ☐

Task 4: Maintain Business Relationships  ☐

☐ ☐

☐ ☐

Supervisor/Observer Verification Log

Supervisor/
Supervisor/ Role in the Contact Date of Observer verifies
Observer Name Assessment Details Contact the candidate’s
submissions

Kerry Holloway assessor ✘ Yes No

Kerry Holloway assessor

✘ Yes No

Kerry Holloway assessor

✘ Yes No

Kerry Holloway assessor

✘ Yes No

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Assessor’s Comments

Remarks/feedback

Details of further evidence required

Please tick the appropriate box. Yes No

Comments and further action required are noted in the Learner

 ☐
Assessment Pack

Results discussed and agreed to by the candidate

 ☐
You have the right to appeal the outcome of your assessment.

Competent
The Candidate is
Not Yet Competent

Assessor’s signature
Date signed
Kerry Holloway

I further confirm that I have verified the candidate’s submissions by contacting the candidate’s
supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log
above.

After reassessment, the Candidate is: Competent Not Yet Competent

Assessor’s signature Date signed

Kerry Holloway

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Candidate’s Comments

The signature confirms that I have submitted all my own work, and agree with the assessment
decision and feedback.

Students signature Date signed

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End of Document

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