Plan and Review of Administrative Systems for <Company Name> Report

This report details the planning and review of administrative systems for a financial services firm. It addresses the need for an ERP system upgrade due to outdated technology, security concerns, and business expansion. The proposed solution involves implementing NetSuite ERP, migrating to a clou...Read More

<company name>
PLAN AND REVIEW ADMINISTRATIVE SYSTEMS
<student name>
<student number>
Edited January 2017 Silvio Greco

Table of Contents
1 - SUMMARY OF YOUR WORKPLACE..........................................................................................4
2 - ADMINISTRATIVE SYSTEM DESCRIPTION...............................................................................4
2.1 – PROBLEM DEFINITION......................................................................................................5
2.2 - Proposed Solutions for your New or Modified Administrative System..................................5
2.3 – SYSTEM DETAILS............................................................................................................ 6
2.4 ASSUMPTIONS AND CONSTRAINTS.......................................................................................8
2.5 NEW POLICIES AND PROCEDURES REQUIRED......................................................................10
3.0 RESOURCES, QUOTATIONS AND SUPPLIER/DEVELOPER NEEDS/ASSOCIATED COSTS..............10
4.0 ADMINISTRATIVE SYSTEM IMPLEMENTATION STRATEGIES/PLAN.........................................11
5.0 STAFF PARTICIPATION, COMMITMENT AND COMMUNICATION..............................................18
6.0 TRAINING AND SUPPORT OF STAFF....................................................................................23
7.0 DESCRIBE HOW YOU INTEND TO MONITOR THE SYSTEM ONCE IMPLEMENTED TO DETERMINE EFFICIENCY AND EFFECTIVENESS 24
8.0 DESCRIBE HOW YOU INTEND TO MONITOR THE SYSTEM FOR CONTINUOUS IMPROVEMENT........24
9.0 DESCRIBE HOW YOU INTEND TO MONITOR THE SYSTEM TO ADDRESS ANY ADDITIONAL TRAINING NEEDS 25
APPENDIX 1: NEW POLICIES AND PROCEDURES REQUIRED...................................26
APPENDIX 2: IMPLEMENTATION/ACTION PLAN TEMPLATE.......................................27
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APPENDIX 3: RISK MANAGEMENT AND CONTINGENCY PLAN TEMPLATE..............29
APPENDIX 4: STAFF CONSULTATION COMMUNICATION PLAN TEMPLATE.............30
APPENDIX 5: MEETING MINUTES TEMPLATE.......................................................................31
APPENDIX 6: STAFF SKILLS MATRIX............................................................................32
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1 - Summary of your Workplace
The workplace is a medium-scale financial services firm that provides financial services and solutions to its clients. The organization was set-up
in the year 2011 and current has 520 employees engaged with it. The organization is based out of Sydney, Australia and has its branches in
Melbourne and Brisbane as well. The industry type of the organization is the financial industry which is one of the most critical and essential
industries for any country.
The ERP system that is implemented in the organization was done during the inception of the organization. The system is not upgraded since then
and there are technological changes that are needed to be done. Also, the business has expanded over the years and it has become necessary that
the new and improved system is implemented for the handling of the back-office activities. The ERP system is an acronym for Enterprise
Resource Planning system and it integrates the back-end functionalities, such as customer relations management, supplier relations management,
logistics, supply chains, and several others. The continual usage of the outdated system is beginning to cause certain issues for the organization in
terms of the security and privacy concerns along with the technological gaps and errors.
2 - Administrative System Description
The administrative system is the Enterprise Resource Planning (ERP) software package that carries out the activities at the back-end. The system
currently supports numerous features and processes at the back-end. Customer relationship management is one such process managed by the
system. It also manages the supplier relations and activities. The handling of the supply chains and logistics is performed by the system along
with financial management for the organization.
The system has not been upgraded since the beginning of the organization. There are various sources of data used to gather the information and
data sets associated with the system. These include the customer data, supplier information, project data, market information, data from the social
media handles, and likewise. The integration of the different processes running at the back-end is done by the ERP system so that the execution of
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the business processes and activities is easily carried out. The decision making activities are also regulated on the basis of the data sets that are
handled and fed in to this application. The integration of all of these activities and business processes is essential because the business operations
are streamlined with the aid of the same.
2.1 – Problem Definition
There are certain issues that have been identified with the existing system. These issues are in terms of the operational, technical, and security
concerns. The ERP system installed in the organization has not been upgraded since past 8 years. There are advancements in technology over this
timeframe and the organization is carrying out the mechanisms to make sure that the technological edge is maintained. However, there are
outdated technical features in the system that do not sync with the latest technological measures. The members of the organization are also facing
operational issues with the system due to the presence of obsolete technology and the increase in the number of users over the years. The business
has expanded since the time it was set-up and the number of users has also increased.
One of the primary issues is in terms of the security and privacy concerns. There are security vulnerabilities that are present in the system that can
be utilized by the malevolent entities. The occurrence of these security and privacy threats may bring in serious concerns for the organization and
it may bring up legal obligations as well. The market shares and reputation of the organization can also be put at stake with the occurrence of
these attacks.
2.2 - Proposed Solutions for your New or Modified Administrative System
The proposed solution for the modified ERP system will be an upgrade of the existing system. The processes that are present in the current
system will be retained and the inclusion of new and advanced technology to execute the processes will be done. The upgraded ERP system will
include the features of NetSuite ERP which is the leading ERP software in the market. The modification of the current database engine attached
with the package will be done to cloud-based NoSQL database. These databases come with enhanced security and privacy features and it will
make sure that the security and privacy attacks are avoided. The network security tools will also be integrated with the system as there will a lot
of network integration and exchange involved.
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The amalgamation of the system with the latest technological tools and applications will be done as well. These will include the Big Data
integrations, Internet of Things (IoT) integrations along with Artificial Intelligence (AI) and Machine Learning concepts. The integration of the
system with these technologies will ensure that the system is transformed as a smart system. The execution of the business operations and
activities will be done in a better manner as an outcome.
2.3 – System Details
2.3.1 - Describe the new system goals and objectives
The following goals and objectives have been determined for the new system:
 The new system will enhance the operational accuracy by at least 45%.
 The overall quality of the business processes and activities will go up by 40% or more.
 The customer satisfaction rate shall be 9 or above after the implementation of the new administrative system.
 The market value and reputation of the organization shall also improve with the implementation of the new system.
 The new system shall adhere with the budget estimates and the schedule estimated for the project.
2.3.2 – User requirements/expectations
 The upgraded system shall provide secure login ability to only the authentic users. There shall be multi-fold authentication check
performed.
 The system shall provide the ability to manage, track, and handle information of the customer relations and management.
 The system shall provide the ability to manage, track, and handle information of the supplier relations and management.
 The system shall provide the ability to manage, track, and handle information of the human resource management.
 The system shall provide the ability to manage, track, and handle information of the financial management.
 The system shall provide the ability to manage, track, and handle information of the supply chain and logistics.
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 The system shall provide the ability to integrate all of the data sets to view the data patterns on the basis of the analysis results.
 The system shall sync with the other technical tools and applications being used in the organization.
 The system shall always remain available and shall provide real-time information at all times.
 The system shall showcase enhanced performance in terms of the response rate and throughput time.
 The system shall be usable and shall have an enriched visual appeal.
2.3.3 - Change in performance standards
 The response time of the operations and activities conducted on the system shall reduce by 75%.
 The throughput time of the processes carried out on the system shall come down by at least 66%.
 The system shall remain available to the end-users on a 24x7 basis.
 The feedback option shall be available on the system and the query handling time for the customers shall not be more than one minute.
 The new system will enhance the operational accuracy by at least 45%.
 The overall quality of the business processes and activities will go up by 40% or more.
 The customer satisfaction rate shall be 9 or above after the implementation of the new administrative system.
 The market value and reputation of the organization shall also improve with the implementation of the new system.
 The new system shall adhere with the budget estimates and the schedule estimated for the project.
 The overall security and privacy of the information sets shall be enhanced and the security of the data sets shall increase by 60%. The
privacy shall increase by 62%.
 The ease of maintenance shall be provided with regular updates and the maintenance costs shall come down by at least 45%.
2.3.4 – Internal and external standards
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The internal file field naming conventions will alter with the upgrade of the new system. It will be necessary to maintained adherence with the
internal ethical code of conduct and organizational policies. The external standards that must be adhered with are Copyrights Law to make sure
that information mishandling is avoided. The ACS code of ethics shall be adhered with to ensure ethical and professional code of conduct is
maintained. Also, the Data Protection Act shall be complied with.
2.4 Assumptions and Constraints
There are certain assumptions that have been made with the ERP system upgrade. Also, there are certain constraints that are applicable on the
project.
o Expected Schedule – The estimated schedule for the project will be 290 days and it will include the planning, analysis, execution, control,
and closure activities. It is assumed that the project activities will be completed in the timeframe. Also, the schedule will be one of the major
constraints as the alterations in the estimated schedule will not be possible.
o Budget - The budget estimated for the project is $250,000. It includes the cost of the tools along with the cost of resources and all of the
project activities. It is assumed that these funds will be provided by the project sponsor. The budget will be one of the major constraints as
the alterations in the estimated budget will not be possible.
o Resource availability/existing staff- The existing staff members will be allocated to the project and the external hiring will be avoided. It is
assumed that the resources will remain available during the project timeline for 40 hours in a week.
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o Constraints with Software and other technology to be reused or purchase – The constraints will be in the form of the budget constraints
and technological compatibility with the existing tools and applications.
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2.5 New Policies and Procedures Required
The internal file field naming conventions will alter with the upgrade of the new system. It will be necessary to maintained adherence with the
internal ethical code of conduct and organizational policies. The external standards that must be adhered with are Copyrights Law to make sure
that information mishandling is avoided. The ACS code of ethics shall be adhered with to ensure ethical and professional code of conduct is
maintained. Also, the Data Protection Act shall be complied with.
3.0 Resources, Quotations and Supplier/Developer Needs/Associated Costs
3.1 The adherence to the current organizational contracting and tendering policies and procedures will be maintained using the review and audit
processes. The Procurement team and manager will be involved in ensure that the adherence to the existing policies, regulations, and standards is
maintained.
There will be Procurement Management Plan that will be developed by the Procurement Manager in the initial phase of the project. The details of
the same will be included in the project plan as well. The review cycles and audit processes will be conducted throughout the project and
especially during the procurement phase. The results of these reports and processes will be used to make sure that the compliance levels are
always maintained.
There are financial constraints that are applicable on the project. The adherence to these financial constraints will be made using earned value
analysis (EVA) as the technique. The cost variance levels determined in this technique shall be either zero or positive during the entire lifecycle
of the project. The Procurement Manager along with the Project Manager will be involved in the process to make sure that the adherence levels
are maintained at all times and the tolerance levels are never exceeded.
3.2 – The communication tools and methods that will be used to share information with the stakeholders will be emails, face to face meetings,
reports, and tele-conferencing mediums.
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There will be numerous tools that will be used to collect the data sets from the suppliers. The techniques will include surveys, questionnaires,
interviews, and group discussions. The compilation of the data sets will be done and the use of Big Data analytics will be done to analyze the data
sets. The requirements and specifications will be determined on the basis of the analysis results.
The alignment of the selected requirements and specifications will be done as per the organizational policies and standards.
4.0 Administrative System Implementation Strategies/Plan
4.1-
Administrative System Review
Title:
ERP System Upgrade
Purpose of the Implementation
Plan
To make sure that the upgrade of the ERP systems is successfully done
Stakeholder Roles and
Responsibilities
Project Sponsor - Organization ROLE: Project Sponsor
RESPONSIBILITIES: To provide project funds, business case and
specifications
TASKS: To carry out the communication mechanisms with the
client to share the project specifications and arrange funds for the
project.
Employees of the Organization ROLE: End-User
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RESPONSIBILITIES: Feedback on the upgraded system
TASKS: Execution of the system functionalities to provide
feedback for improvement
Vendor Groups ROLE: Supplier
RESPONSIBILITIES: Tools and equipment for the project
TASKS: To provide the agreed upon tools and equipment to the
members of the project team
Project Manager & Team ROLE: Project Manager, Project Team
RESPONSIBILITIES: To manage the project tasks and activities
and execute the project processes
TASKS: To carry out the project planning, analysis, execution,
control, and closure
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STRATEGIES IN PLACE FOR IMPLEMENTATION OF NEW/REVISED SYSTEM TO ENSURE SUCCESS
Strategy Action(s) Who is responsible Who else
is involved
Resources
Required
Time Frame/Deadline
Train staff in new process Develop learning
materials etc.
Internal
trainer/external
who?
?? Time,
facilities, work
release,
handouts,
staffing?
??
1. Develop
communicatio
n management
plan
Communication tools Project Manager Project
Control
Board
Tele-
conferencing
mediums,
meeting
rooms,
SharePoint
access
3 months
Communication
methods
Project Manager Project
Control
Board
Communication
guidelines
Project Manager Project
Control
Board
Implementation of
the communication
plan
Project Manager Project
Control
Board
2. Feasibility
Study
Conduction of
technical feasibility
Technical Head Project
Manager
Technical
tools
1 month
Conduction of
operational feasibility
Operational
Manager
Project
Manager
Analytical
tools
Conduction of
economic feasibility
Finance Expert Project
Manager
Financial tools
Compilation of
results
Business Analyst Project
Manager
Analytical
tools
Analysis of results Data Analyst, Project Analytical

4.2-
Risk(s) Contingencies
1. Technical failures and errors The use of guidelines stated under the risk management plan
to assess and evaluate the risk. The transfer of the risk to the
vendor shall be done.
2. Information security and privacy attacks Avoidance and mitigation of the risks shall be done using the
information security tools and controls. The encryption of the
data and information sets shall be done.
3. Operational mistakes The risk avoidance shall be done by using the operations
management plan. The employees associated with the project
team shall be provided with the operational trainings.
4. Quality gaps The risk avoidance shall be done by using the quality
management plan. The employees associated with the project
team shall be provided with the quality trainings. The reviews
and audits shall be done in terms of the quality of the
processes.
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5.0 Staff Participation, Commitment and Communication.
5.1 The new processes will be developed using agile methodology. The ERP processes and modules to be upgraded will be identified. The
execution of the upgrade process will be done in an iterative manner through a series of sprints. The entire requirements and specifications will be
stored in the product catalog. The sub-requirements will be obtained from the product catalog for each sprint. The upgrade process and the
migration of the data sets and services will be done through this mechanism.
The procurement of the tools and equipment will be necessary and it will be done during this cycle.
5.2 The communication tools and methods that will be used to share information with the stakeholders will be emails, face to face meetings,
reports, and tele-conferencing mediums.
There will be numerous tools that will be used to collect the data sets from the suppliers. The techniques will include surveys, questionnaires,
interviews, and group discussions. The compilation of the data sets will be done and the use of Big Data analytics will be done to analyze the data
sets. The requirements and specifications will be determined on the basis of the analysis results.
The alignment of the selected requirements and specifications will be done as per the organizational policies and standards.
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5.3 The stakeholders were kept involved throughout the process. The use of communication and reporting mechanisms will be done in the
process. The stakeholder mapping will be done in the planning and analysis phase and the level of influence and interests will be determined in
the process.
Staff Involved Outcomes and Key Messages Medium (channel) Responsible Timing &
Frequency
1 Project Manager Use of agile methodology as the development
methodology
Face to face
meeting
Project Control Board Weekly
2 Business Analyst Requirements analysis – functional, non-
functional, user
Emails, SharePoint Project Manager Weekly
3 Data Analyst Analysis of the data sets gathered – Focus on
security, privacy, technical, and operational
aspects in upgrade process
Emails, SharePoint Business Analyst Weekly
4 Technical Analyst The upgrade will be technically feasible Tele-conferencing
medium
Project Manager Weekly
5 ERP Developer The ERP areas that will be developed in the
upgrade will focus on the features as security,
privacy, technical, and operational aspects
Tele-conferencing
medium
Project Manager Weekly
6 Test Analyst The testing process shall be conducted using
risk-based testing
Tele-conferencing
medium
Project Manager Weekly
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Date/Time: Date and Time
Location: Meeting Room
Attendees: Project Manager, Technical Analyst, ERP Developer
Agenda Item/Topic Discussion/Outcomes Action Officer
1.Welcome The discussion on the methodology
and tools to be used
2. Minutes of previous
meeting:
The use of PMBoK as the
management methodology
3. Business arising
from previous minutes
None
4. General Business
Application
Development
Methodology
Summary
The use of Waterfall methodology,
agile methodology, or RAD as the
development methodology for the
project.
Decision/s
The use of agile methodology as the
development methodology.
Action/s
The implementation of the project
using agile methods.
Project
Manager will
be the
facilitator of
the meeting
Technical
Analyst
and ERP
Developer
will be the
action
officer that
will work
on the
actions
determined
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Technical Feasibility
Summary
Analysis of the technical feasibility
results
Decision/s
The project is feasible from the
technical point of view.
Action/s
The execution of the upgrade process.
Project
Manager will
be the
facilitator of
the meeting
Technical
Analyst
will be the
action
officer that
will work
on the
actions
determined
5. Summary Overall Summary
The project is technically feasible and
the use of agile methodology for
development process.
Decision/s
Execution of the project as per agile
methods
Action/s
Execution of the project as per agile
methods
6. Other Business None
Next Meeting time/date Time and Date
Meeting closed at: Time
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6.0 Training and Support of Staff
6.1 There will be numerous members that will be needed in the project team. There are
various skills that are currently present with the members of the project team. The managerial
and leadership skills along with the communication and team collaboration skills are present.
There are improvements needed to be done in terms of the analytical and technical knowledge
and skills.
There will be training and professional development sessions that will be organized for the
members to improve upon the skill sets. The training process will be carried out using training
plan that will be developed by the Project Manager.
6.2-
Skills
Name Required
Skills 1
Required
Skills 2
Required
Skills 3
Required
Skills 4
Required
Skills 5
Project Manager Managerial
and team
collaboration
skills
Leadership
skills
Analytical
skills
Creative
thinking skills
Communicatio
n and
negotiation
skills
Business Analyst Analytical
skills
Creative
thinking skills
Communicati
on skills
Technical
expertise and
knowledge
Team
collaboration
skills
Technical Analyst Technical
knowledge
and skills
Technical
expertise and
knowledge
Analytical
skills
Creative
thinking skills
Programming
and coding
skills
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7.0 Describe how you intend to monitor the system once implemented to determine efficiency
and effectiveness
The monitoring of the systems implemented will be done using a defined monitoring and control
plan. It will be required to determine the efficiency and effectiveness of the process. The
following steps will be used in the monitoring process.
 It will be necessary to make sure that the progress is being made as per the schedule
estimated. The determination of the variations will be done as per the Earned Value
Analysis (EVA) technique.
 It will be necessary to make sure that the progress is being made as per the cost
estimated. The determination of the variations will be done as per the Earned Value
Analysis (EVA) technique.
 The compliance levels will be monitored as the effectiveness will not be maintained
without the compliance in terms of the quality. Quality reviews and audits will be done to
determine the gaps.
 The compliance levels will be monitored as the effectiveness will not be maintained
without the compliance in terms of the ethics. Ethical reviews and audits will be done to
determine the gaps.
 The compliance levels will be monitored as the effectiveness will not be maintained
without the compliance in terms of the legal and security compliance. Legal and security
reviews and audits will be done to determine the gaps.
8.0 Describe how you intend to monitor the system for continuous improvement
The monitoring of the system will be done for continuous improvement. The development
process will be carried out using agile methods. In these methods, customer collaboration will be
focused upon.
The customers will be engaged at the end of every sprint and their feedback will be obtained.
There may be certain gaps that may be identified during the feedback sessions. The continuous
improvement exercises will be carried out during these continuous improvement processes.
There will also be compliance checks that will be performed. The compliance levels will be
monitored as the effectiveness and efficiency of the system will not be maintained without the
compliance in terms of the ethics, legal, security, and quality. There will be various reviews and
audits that will be done to determine the gaps.
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In case of the determination of the gaps, there will be analysis of these gaps done and the
improvement exercises will be carried out.
9.0 Describe how you intend to monitor the system to address any additional
training needs
There will be various individuals that will be required in the task group. There are different
aptitudes that are right now present with the individuals from the venture group. The
administrative and authority abilities alongside the communication and group coordinated effort
aptitudes are available. There are upgrades should have been done as far as the explanatory and
specialized information and aptitudes. There will prepare and proficient advancement sessions
that will be sorted out for the individuals to enhance the ranges of abilities. The training
procedure will be done utilizing training plan that will be created by the Project Manager.
The communication tools and techniques that will be utilized to impart information to the
partners will be messages, eye to eye gatherings, reports, and tele-conferencing mediums. There
will be various tools that will be utilized to gather the data sets from the providers. The
procedures will incorporate reviews, surveys, meetings, and gathering exchanges. The
accumulation of the data sets will be done and the utilization of Big Data examination will be
done to break down the data sets. The prerequisites and particulars will be resolved based on the
examination results. The arrangement of the chose prerequisites and particulars will be done
according to the authoritative strategies and models.
There will be one-on-one sessions that will be conducted with the project team members to make
sure that any gaps in the skills and the necessary development processes are identified. The
training on the identified gaps will be provided to the resources.
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APPENDIX 1: NEW POLICIES AND PROCEDURES REQUIRED
2.5 New Policies and Procedures Required
The internal file field naming conventions will alter with the upgrade of the new system. It will be necessary to
maintained adherence with the internal ethical code of conduct and organizational policies. The external standards
that must be adhered with are Copyrights Law to make sure that information mishandling is avoided. The ACS code
of ethics shall be adhered with to ensure ethical and professional code of conduct is maintained. Also, the Data
Protection Act shall be complied with.
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APPENDIX 2: IMPLEMENTATION/ACTION PLAN TEMPLATE
(From 4.1)
Administrative System Review Title:
Purpose of the Implementation Plan
Stakeholder Roles and
Responsibilities
<Name of Stakeholder ROLE: <description of the role of the stakeholder>
RESPONSIBILITIES: <description of the responsibilities of the stakeholder>
TASKS: <description of the tasks
<Name of Stakeholder ROLE: <description of the role of the stakeholder>
RESPONSIBILITIES: <description of the responsibilities of the stakeholder>
TASKS: <description of the tasks
<Name of Stakeholder ROLE: <description of the role of the stakeholder>
RESPONSIBILITIES: <description of the responsibilities of the stakeholder>
TASKS: <description of the tasks
<Name of Stakeholder ROLE: <description of the role of the stakeholder>
RESPONSIBILITIES: <description of the responsibilities of the stakeholder>
TASKS: <description of the tasks
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STRATEGIES IN PLACE FOR IMPLEMENTATION OF NEW/REVISED SYSTEM TO ENSURE SUCCESS
Strategy Action(s) Who is responsible Who else is
involved
Resources Required Time
Frame/Deadline
Train staff in new process Develop learning materials etc Internal
trainer/external who?
?? Time, facilities, work release,
handouts, staffing?
??
1
2
3
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APPENDIX 3: RISK MANAGEMENT AND CONTINGENCY PLAN TEMPLATE
(From 4.2)
TEMPLATE FOR DEVELOPMENT OF A RISK MANAGEMENT/CONTINGENCY
Risk(s) (MINIMUM OF 4 REQUIRED) Contingencies
<<What is the risk?>> <<What plans are being put in place to either mitigate or remove the risk>>
1
2
3
4
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APPENDIX 4: STAFF CONSULTATION COMMUNICATION PLAN TEMPLATE
(From 5.0)
List and describe the events that would need to take place in relation to the upcoming implementation of your new/revised administrative system
and relevant policies and procedures. (Minimum of 6 events required with mixed mediums to ensure staff consultation, understanding of the
change process, event launch, skills updates and relevant training events. There MUST be one formal meeting which will be minuted and
detailed content described on Appendix 5 – Meeting minute’s template) This might be a good opportunity to discuss the design and content
required as a workgroup for your new organisation policies and procedures you will need to develop for this assessment.
Staff Involved Outcomes and Key Messages Medium (channel)
Eg: email, training
session, staff
meeting
Responsible Timing &
Frequency
1
2
3
4
5
6
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APPENDIX 5: Meeting Minutes Template
(from 5.0)
This might be a good opportunity to discuss the design and content required as a workgroup for
your new organisation policies and procedures you will need to develop for this assessment.
Date/Time:
Location:
Attendees: Yourself as Chairperson, then other staff members, names and
positions relevant to this discussion
Agenda Item/Topic Discussion/Outcomes Action Officer
1.Welcome
2. Minutes of previous
meeting:
There were none as this was the first
meeting for this committee.
3. Business arising from
previous minutes
There were none.
4. General Business
(Agenda item 1)
Summary
Decision/s
Action/s
( Agenda item 2)
Summary
Decision/s
Action/s
( Agenda item 3) Summary
Decision/s
Action/s
5. Summary Overall Summary
Decision/s
Action/s
6. Other Business
Next Meeting time/date
Meeting closed at:
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APPENDIX 6: STAFF SKILLS MATRIX
(From 6.0)
Update the ‘required skills’ to skills that are required to operate within the new administrative system you are going to implement.
Then from the legend award relevant skills ability that applies. You need to assess two (2) staff members below.
Skills
Name Required Skills 1 Required Skills 2 Required Skills 3 Required Skills 4 Required Skills 5
Jo Smith Admin
Staff Name and
Position
Staff Name and
Position
Legend :
1 2 3 4 5
Team member has not
used existing system, so
will require further
ongoing training
Team member can not
perform new required
tasks independently
Team member should be
able to perform task
independently with
supervision
Team member will be
able to perform task
independently
Team member will be
able to assist in
training/mentoring
others to perform tasks
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