Workplace Assessment Task 3.2 – Observation Form (This form is for the assessor’s use only)

Purpose This Observation Form lists the practical skills that the candidate must demonstrate/perform while completing Workplace Assessment Task 3.2.

Task Overview

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This form is to be completed by the candidate’s assessor to document their observations on the candidate’s performance in Workplace Assessment Task 3.2.

For this task, while being observed by the assessor, the candidate is required to meet with all relevant stakeholders and discuss with them the person’s individualised plan and their roles and responsibilities within that plan. Stakeholders include, but are not limited to, the following: 

the person with disability and their nominated companions (e.g. family, carer, etc.)



service delivery team, including (but not limited to): support workers

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health care workers

o

volunteers

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In this task, the candidate will be assessed on their practical knowledge and skills relevant to assisting the person with disability and stakeholders to understand their roles and responsibilities within the individualised plan.

Instructions to the Assessor

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Before the assessment 

Provide the candidate with the following documents, for their reference, and discuss these with them: o

Organisation’s meeting minutes template

o

Copy of the accomplished individualised plan in Task 2.3

o

List of stakeholders involved in service provision



Contextualise the criteria in this observation form to reflect all stakeholders involved.



Organise workplace resources required for the candidate to complete this assessment.



Discuss this assessment task with the candidate, including the practical skills they need to demonstrate during this task and the criteria for satisfactorily demonstrating each skill.



Review this form with the candidate and address any queries or concerns they may have about it.

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During the assessment 

Observe the candidate as they complete the Workplace Assessment Task.



For each practical skill listed in this observation form: o

Tick YES if you confirm you have observed the candidate demonstrate/perform the practical skill.

o

Tick NO if you have not observed the candidate demonstrate/perform the practical skill.

If you ticked YES, provide the date when you observed the candidate demonstrate the skill.



Write specific comments on the candidate’s performance in each criterion. Your feedback/insights will help address any area/s for improvement.

After the assessment 

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

Complete all parts of the Observation Form, including the Assessor Declaration on the last page of this form. Your signature must be handwritten.

Candidate Details Candidate name

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Title/designation

Assessor Details

Candidate is observed and assessed by Training Organisation

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Relevant qualifications held

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Context of the Assessment Workplace/organisation Resources required for the assessment

☐ Meeting participants: ☐ Person with disability ☐ Nominated companions (tick all that apply):

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☐ family ☐ carer

☐ others: Assessor to specify

☐ Other relevant stakeholders (tick all that apply): ☐ Support workers

☐ Health care workers ☐ Volunteers

☐ Others: Assessor to specify

☐ Environment for conducting meetings

☐ Accomplished Individualised Plan in Task 2.3

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☐ Meeting minutes template

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Candidate Assessment Briefing Date of assessment briefing

The assessor confirms:

YES/NO

1. They have discussed with the candidate the workplace task they are required to complete for this assessment.

☐ YES

2. The candidate understands they will be assessed while completing this workplace task, as well as any document(s) they will complete as part of this task.

☐ YES

☐ NO

3. They have discussed with the candidate instructions how they are to undertake the workplace task.

☐ YES

☐ NO

4. They have provided the candidate guidance on how they can satisfactorily complete the task.

☐ YES

☐ NO

5. They have discussed with the candidate the practical skills (listed below) they are required to demonstrate while completing this task.

☐ YES

☐ NO

6. They have addressed the candidate’s questions or concerns about the workplace task and the assessment process.

☐ YES

☐ NO

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☐ NO

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Observation Form This task is done for

☐ Person A

☐ Person B

☐ Person C

Meeting With the Person and Their Companions Date observed

Assessor’s comments

The candidate recalls and discusses with the person and their companions relevant details in the individualised plan, including: i.

The person’s complex and special needs

☐ YES ☐ NO

ii.

The person’s coexisting conditions

☐ YES ☐ NO

iii.

Issues expressed by the person

☐ YES ☐ NO

iv.

Problems expressed by the person

☐ YES ☐ NO

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1.

YES/NO

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During the meeting with the person and their companions:

Challenges experienced by the person

☐ YES ☐ NO

vi.

The person’s goals

☐ YES ☐ NO

vii.

Supports that the person needs to achieve their goals

☐ YES ☐ NO

viii.

Services that the person needs to achieve their goals

☐ YES ☐ NO

ix.

Support agencies that will assist in the provision of supports and services

☐ YES ☐ NO

x.

Resources needed to properly implement the support strategies

☐ YES ☐ NO

xi.

Action steps necessary for the implementation of the strategies

☐ YES ☐ NO

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v.

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During the meeting with the person and their companions:

YES/NO

Relevant people or personnel involved in the implementation of the strategies

☐ YES ☐ NO

xiii.

Schedules of tasks or actions (e.g. dates, timeframes, frequency, etc,)

☐ YES ☐ NO

xiv.

The roles of the following in carrying out the strategies: a.

The person being cared for

☐ YES ☐ NO

b.

The family

☐ YES ☐ NO

c.

The carer

☐ YES ☐ NO

d.

Relevant others:

☐ YES ☐ NO

The responsibilities of the following throughout the implementation of strategies:

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xv.

Assessor’s comments

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xii.

Date observed

The roles of the following

☐ YES ☐ NO

b.

The family

☐ YES ☐ NO

c.

The carer

☐ YES ☐ NO

d.

Relevant others:

☐ YES ☐ NO

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a.

2.

The candidate confirms with the person and their companions if they have any questions about their roles and responsibilities.

☐ YES ☐ NO

3.

The candidate provides answers to question raised by the person and their companions.

☐ YES ☐ NO

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Meeting With Stakeholders Stakeholder 1: Role:

Stakeholders to be met: All stakeholders involved in the person’s care must be listed here.

Stakeholder 2: Role:

Stakeholder 1

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Add more rows as necessary.

During the meeting with the stakeholder:

Date observed

Assessor’s comments

The candidate recalls and discusses with the stakeholder relevant details in the individualised plan, including: i.

The person’s complex and special needs

☐ YES ☐ NO

ii.

The person’s coexisting conditions

☐ YES ☐ NO

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1.

YES/NO

Issues expressed by the person

☐ YES ☐ NO

iv.

Problems expressed by the person

☐ YES ☐ NO

v.

Challenges experienced by the person

☐ YES ☐ NO

vi.

The person’s goals

☐ YES ☐ NO

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iii.

vii.

Supports that the person needs to achieve their goals

☐ YES ☐ NO

viii.

Services that the person needs to achieve their goals

☐ YES ☐ NO

ix.

Support agencies that will assist in the provision of supports and services

☐ YES ☐ NO

x.

Resources needed to properly implement the support strategies

☐ YES ☐ NO

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During the meeting with the stakeholder: Action steps necessary for the implementation of the strategies

☐ YES ☐ NO

xii.

Relevant people or personnel involved in the implementation of the strategies

☐ YES ☐ NO

xiii.

Schedules of tasks or actions (e.g. dates, timeframes, frequency, etc,)

☐ YES ☐ NO

xiv.

The roles of the stakeholder in carrying out the strategies.

☐ YES ☐ NO

xv.

The responsibilities of the stakeholder throughout the implementation of strategies.

☐ YES ☐ NO

3.

Assessor’s comments

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xi.

Date observed

The candidate confirms with the stakeholder if they have any questions about their roles and responsibilities.

☐ YES ☐ NO

The candidate provides answers to question raised by the stakeholder

☐ YES ☐ NO

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2.

YES/NO

Stakeholder 2

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During the meeting with the stakeholder: 1.

Date observed

Assessor’s comments

The candidate recalls and discusses with the stakeholder relevant details in the individualised plan, including: i.

The person’s complex and special needs

☐ YES ☐ NO

ii.

The person’s coexisting conditions

☐ YES ☐ NO

iii.

Issues expressed by the person

☐ YES ☐ NO

iv.

Problems expressed by the person

☐ YES ☐ NO

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YES/NO

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During the meeting with the stakeholder:

YES/NO

Challenges experienced by the person

☐ YES ☐ NO

vi.

The person’s goals

☐ YES ☐ NO

vii.

Supports that the person needs to achieve their goals

☐ YES ☐ NO

viii.

Services that the person needs to achieve their goals

☐ YES ☐ NO

ix.

Support agencies that will assist in the provision of supports and services

☐ YES ☐ NO

x.

Resources needed to properly implement the support strategies

☐ YES ☐ NO

xi.

Action steps necessary for the implementation of the strategies

☐ YES ☐ NO

Assessor’s comments

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v.

Date observed

Relevant people or personnel involved in the implementation of the strategies

☐ YES ☐ NO

xiii.

Schedules of tasks or actions (e.g. dates, timeframes, frequency, etc,)

☐ YES ☐ NO

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xii.

xiv.

The roles of the stakeholder in carrying out the strategies.

☐ YES ☐ NO

xv.

The responsibilities of the stakeholder throughout the implementation of strategies.

☐ YES ☐ NO

2.

The candidate confirms with the stakeholder if they have any questions about their roles and responsibilities.

☐ YES ☐ NO

3.

The candidate provides answers to question raised by the stakeholder

☐ YES ☐ NO

Assessor must add/duplicate sections to ensure that all stakeholders to be met by the candidate are considered. Workplace Assessment – Observation Form © Compliant Learning Resources

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Assessor Declaration By signing here, I confirm that I have observed the candidate, whose name appears above, meet with the person and their companions, and all relevant stakeholders to ensure that they understand 

the details in the individualised plans



their roles and responsibilities within the individualised plan

Assessor’s signature Assessor’s name Date signed

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I confirm that the information recorded on this Observation Form is true and accurately reflects the candidate’s performance during their completion of the workplace task.

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End of Workplace Assessment – Observation Form

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