DESCRIBE THE RELATIONSHIP

OF JUNIOR MANAGEMENT TO
OTHER ROLES

NQF LEVEL 4

SAQA ID: 242818

LEARNER NAME :

ID NUMBER :
 Table of Contents
Section 1 .......................................................................................................................................................................3

Learner Information .................................................................................................................................................4

Learner’s Content Page ............................................................................................................................................5

Notes to the Learner.................................................................................................................................................6

Guidelines for the development of a Portfolio of Evidence .....................................................................................7

Appeals Procedure..................................................................................................................................................12

Learner’s Notice of Assessment Appeal Form ........................................................................................................13

Section 2 .....................................................................................................................................................................15

Background Information of the Learner .................................................................................................................16

Learner’s Curriculum Vitae, Identity Document & Qualifications ..........................................................................18

Learner’s Declaration of Authenticity / Induction / Contract ................................................................................19

Assessment Process ................................................................................................................................................20

Terms and Conditions – General PoE Requirements..............................................................................................21

Learner Preparation for Assessment Checklist.......................................................................................................22

Planning the Assessment ........................................................................................................................................24

Section 3 .....................................................................................................................................................................26

Learner’s and Assessors Declaration ......................................................................................................................27

What are the differences between theory, practice and workplace activities? ....................................................28

Learner Workbook ..................................................................................................................................................31

Assignment 1 - Knowledge Questionnaire ........................................................................................................33

DESCRIBE THE RELATIONSHIP OF JUNIOR MANAGEMENT TO OTHER ROLES .................................................39

Assignment 2 - Self Assessments .......................................................................................................................39

Assignment 3 - Summative Assessment ............................................................................................................40

WORKPLACE PRACTICAL ....................................................................................................................................46

LOGBOOK ...........................................................................................................................................................47

Section 4 .....................................................................................................................................................................50

Assessment Guide & Reports .................................................................................................................................51

Moderation Report .................................................................................................................................................52

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 2

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Section 1

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 3

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Learner Information

PLEASE FILL IN YOUR INFORMATION.

Name of Learner

Name of Mentor

Type of Business

Facilitator

Date Started

Date of Completion & Assessment

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 4

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Learner’s Content Page

This content page must be completed by the Learner for assemblage of the PoE Guide and placed in front of the POE
after the Cover Page

Description Page

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 5

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Notes to the Learner

Dear Learner

Please pay attention to the Specific Outcomes (SO), Assessment Criteria (AC) and types of
evidence required. Evidence must be in a form of a portfolio where documented proof
exists for all research done by you.

The evidence must be placed in a file containing the following divisions:

 Section 1: General Information
 Section 2: Administration
 Section 3: Evidence
 Section 4: Reporting

Sources of indirect evidence include:

 Team outputs
 Work completed at an earlier stage
 Performance appraisals
 Training records
 Testimonials
 Reviews and recommendations
 Certificates and qualifications
 Medals, prizes and trophies
 Customer/client ratings

All evidence must be authenticated and signed by Supervisor or Line Manager, who will
follow the steps with you and sign each document after being satisfied that it is your
work and effort. It is very important that the Portfolio of Evidence is handed in for
assessment on the agreed date, time and venue.

Good Luck!

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 6

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Guidelines for the development of a Portfolio of Evidence

DEFINITION
A Portfolio of Evidence is a collection of different types of evidence to demonstrate levels of applied competence against
organisational standards, and/or unit standards. The evidence in the Portfolio must meet the requirements of sufficiency and
currency. The evidence can be kept in the format of a hard copy or electronically.

PURPOSE
The purpose of the Portfolio of Evidence is:
 Method of administering unit standards and/or organisational standards and evidence collected during the formative
and summative assessment process.
 Assess Learner’s accomplishments of learning outcomes.
 Encourage the development of qualities such as pride in quality, ability to self evaluate, and the ability to accomplish
meaningful tasks.
 Documenting of Learner work improvement.

RESPONSIBILITY FOR THE PORTFOLIO OF EVIDENCE

The Portfolio of Evidence is compiled by the Learner under guidance of the Assessor. It is the responsibility of the Learner to
safeguard the Portfolio of Evidence and to submit it to the Assessor for the purposes of assessment.

FORMAT OF PORTFOLIO OF EVIDENCE

Any kind of file in which evidence could be filed in an orderly manner can be used by the Learner.

LAYOUT OF A PORTFOLIO OF EVIDENCE

The Portfolio of Evidence consists of 4 sections namely:

Section 1: General Information Section 2: Administration

 Learner Information  Background information of the Learner
 Learner’s Contents Page  CV , ID Copy, Certificates
 Notes to the Learner  Declaration of Authenticity / Induction
 Guidelines for the development of Portfolio of Evidence  Learner preparation for assessment checklist
 Unit Standard details  Assessment Plan
 Appeals Procedures and Form
 RPL Procedures
Section 3: Evidence Section 4: Reporting
 Assessment Contract  Assessment Feedback
 Knowledge Evidence  Assessment Reports
 Role Play Evidence  Moderation Report
 Workplace Evidence
 Summative Evidence

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 7

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Additional/historical Evidence

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 8

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 All qualifications and part qualifications registered on the National Qualifications Framework are public
property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to
sell this material for profit. If the material is reproduced or quoted, the South African Qualifications
Authority (SAQA) should be acknowledged as the source.

SOUTH AFRICAN QUALIFICATIONS AUTHORITY

REGISTERED UNIT STANDARD:

Describe the relationship of junior management to other roles

SAQA US UNIT STANDARD TITLE
ID
242818 Describe the relationship of junior management to other roles
ORIGINATOR
SGB Generic Management
QUALITY ASSURING BODY
-
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Generic Management
ABET UNIT PRE-2009 NQF NQF LEVEL CREDITS
BAND STANDARD LEVEL
TYPE
Undefined Regular- Level 4 NQF Level 04 5
Fundamental
REGISTRATION STATUS REGISTRATION REGISTRATION SAQA DECISION
START DATE END DATE NUMBER
Reregistered 2015-07-01 2018-06-30 SAQA 10105/14
LAST DATE FOR LAST DATE FOR ACHIEVEMENT
ENROLMENT
2019-06-30 2022-06-30

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements,
qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.

This unit standard replaces:

Pre-2009 NQF Replacement
US ID Unit Standard Title Credits
NQF Level Level Status
Describe the relationship of junior management to NQF Level
13944 Level 4 5 Complete
the general management function 04

PURPOSE OF THE UNIT STANDARD

This Unit Standard specifies the knowledge and skills required to understand the relationship between junior
management and other management roles in the organisation. This Unit Standard is intended for junior managers
of organisations.

The qualifying learner is capable of:

 Explaining the relationship between the type, ownership and size of an organisation and its management
structure.

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 9

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
  Explaining the relationship between various management roles.

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

Learners should be competent in Communication and Mathematical Literacy at NQF Level 3.

UNIT STANDARD RANGE

 'Management roles' include, but are not limited to, human resources, finance, marketing, sales, production,
operations, distribution and logistics.
 'Technical skills' relate to making a product or providing a service.
 'Area of responsibility' includes, but is not limited to, cost centre, section, department or team.
 'Junior managers' include, but are not limited to, team leaders, supervisors, foremen and section heads.
 'Standard Operating Procedures' (SOPs) may comprise formal written documents or accepted practices in the
organisation.
 'Organisation' includes but is not limited to, workplace, work context, work unit, company, department or
section.

Specific Outcomes and Assessment Criteria:

SPECIFIC OUTCOME 1
Explain the relationship between the type, ownership, size of an organisation and its management structure.
OUTCOME NOTES
Explain the different types of management structure in an organisation.
OUTCOME RANGE
The range shall include, but not limited to, functional, matrix, divisional and hierarchical.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1
Different types of management structures are investigated and illustrated in organograms.

ASSESSMENT CRITERION 2
The advantages and disadvantages of the different types of management structures are explained according to
type, size and type of entity.

ASSESSMENT CRITERION 3
The management structure in own organisation is identified and analysed in relation to the different types of
management structures.

SPECIFIC OUTCOME 2
Explain the relationship between various management roles.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1
Management roles are explained with examples from own workplace.

ASSESSMENT CRITERION 2
The relationship between the various management roles is explained with reference to own organisational
context.
ASSESSMENT CRITERION RANGE
The relationship between the various roles includes, but is not limited to, human resources, finance, marketing,
public relations, funding and production.

ASSESSMENT CRITERION 3

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 10

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 The role of the junior manager in managing own area of responsibility is explained within the organisational
context.

ASSESSMENT CRITERION 4
The interaction between a junior manager's own area of responsibility and other functions is explained according
to the organisational context.

UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS

 This Unit Standard will be assessed by an assessor and moderated by a moderator registered with the relevant
accredited ETQA.
 Assessors should be in possession of a relevant qualification that is at least one level higher than the level of this
unit standard.
 Training providers must be accredited by a relevant ETQA.
 Assessment should include both formative and summative assessment.

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE

N/A

UNIT STANDARD DEVELOPMENTAL OUTCOME

N/A

UNIT STANDARD LINKAGES

N/A

Critical Cross-field Outcomes (CCFO):

UNIT STANDARD CCFO COLLECTING

Learners are able to collect, organise and evaluate information when identifying the tasks of management.

UNIT STANDARD CCFO COMMUNICATING

Learners are able to communicate effectively and responsibly when explaining management activities.

UNIT STANDARD CCFO DEMONSTRATING

Learners are able to demonstrate an understanding of the world as a set of related systems recognising how own
position fits into the management of an organisation.

QUALIFICATIONS UTILISING THIS UNIT STANDARD:

PRE-
2009 NQF END QUALITY
ID QUALIFICATION TITLE STATUS
NQF LEVEL DATE ASSURING BODY
LEVEL
As per Learning
Further Education and
NQF Level 2015- Programmes
Elective 57712 Training Certificate: Generic Level 4 Reregistered
04 06-30 recorded against this
Management
Qual
Further Education and
NQF Level 2015-
Elective 57713 Training Certificate: Level 4 Reregistered SAS SETA
04 06-30
Specialist Security Practices

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 11

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Appeals Procedure

Learners are entitled to access and constructively challenge their training and assessment results. A Learner may at any stage
of the training and assessment process, raise a grievance or appeal. If a Trainer or an Assessor has an irresolvable issue with a
Learner, the issue will be addressed through the Departmental Manager. If a Learner does raise a grievance or an appeal,
the appeals procedure is followed as outlined below:

1. A Learner has the right to appeal under the following circumstances

 If the laid down assessment procedures were not followed during assessments.
 If not all evidence available was taken into account during the assessment.
 The Assessor was not a subject matter expert or did not have a subject matter expert during the assessment
process.
 The Assessor did not assess according to the performance criteria and range statement stipulated in the unit
standard.
 Not all the range items were available for assessment.

2. If the Learner wishes to appeal for any reason other than those listed above, the grievance procedure will be
followed.

3. A Learner bringing an appeal against a decision of the assessment will lodge such an appeal with the Assessor and
/or the internal Moderator within 2 days of the assessment feedback session.

4. A Learner bringing an appeal should complete the “Learner’s Notice of Assessment Appeal” form before the Appeal
Hearing. The form should be handed to the Assessor and /or Internal Moderator.

5. Should the internal Moderator re-affirm the Assessor’ decision, the Learner may appeal to the Learnerships and / or
Training Manager within 2 days after the initial Moderator’s feedback session. The Learnership and / or Training
Manager’s decision will be final. Should the Learnership and / or Training Manager re-affirm the Assessors’ decision;
the cost for re-evaluation will be borne by the Learner. Should the Learnership and / or Training Manager’s decision
differ from the Assessor’s decision; the Assessor will be liable for the cost of the re-evaluation.

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 12

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Learner’s Notice of Assessment Appeal Form

TO : THE INTERNAL MODERATOR

A meeting with the Internal Moderator is requested to discuss the outcome of my assessment.

Internal Moderator Name:

Date of Submission:

Name of Employee Assessed:

Name of Assessor:

Date of Feedback Session:

Grounds for Appeal

No Tick the applicable ground (s) for appeal Tick

1 The assessment did not follow the laid down procedure.

2 Not all evidence available was taken into account during the assessment.

The Assessor was not a Subject Matter Expert nor was a Subject Matter Expert present during the
3
assessment process.
The assessment was not according to the performance criteria and the range statement stipulated in
4
the unit standard.

5 Not all the range items were available for the assessment.

Reasons for Appeal

No Please give detailed reasons for the choice(s) above

LEARNER’S SIGNATURE: DATE:

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 13

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 EMPLOYEE WITNESS: DATE:

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 14

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Section 2

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 15

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Background Information of the Learner

LEARNER PERSONAL DETAILS

Surname and Full Name

Identity Number

Employer

Training Provider

Gender Male  Female 

African  Coloured  Indian  White  Other  _________________________

Do you have a Yes  No 

disability, as
Specify:
contemplated by
the Employment
Equity Act 55 of
1998?

Home Address: Postal Address (if different from home address)

Postal Code Postal Code

E-mail Address

What language/s do you speak at home?

Yes  No 

Are you a South (Specify and attach documents indicating your status, permanent residence, study permit, etc.)

African Citizen?

Highest level qualification (e.g. Std. 7, Grade 10, ABET Level 3

What is the title of your highest qualification?

Have you previously Yes (specify title & code)  No 

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 16

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 LEARNER PERSONAL DETAILS
Undertaken a Learnership?

Were you employed by your employer before concluding this Agreement? Yes  No 

If you were unemployed before concluding this Agreement, state for how long:

If you are employed, when did you start work with your employer?

Learner’s Signature

Witness Signature

Parent of Guardian’s Signature (only if the Learner is a minor)

Date

Signed at

Parent/Guardian details (To be completed if Learner is a minor i.e. an unmarried person under 21 years)

Surname and Full Name

Identity Number

Home Address: Postal Address (if different from home address)

Postal Code Postal Code

Telephone Numbers (Home) (Work)

E-mail Address

Relation to the Learner

Parent / Guardian Signature

Date

Signed at

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 17

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Learner’s Curriculum Vitae, Identity Document & Qualifications

Please attached a copy of your:

 CV
 Identity document
Insert certified copies of any certificates that you are using to claim credits for. These could be:
 Your standard 10 / grade 12 / Matric certificate
 Your University / College Certificate, if applicable
 Any internal course certificate that has been matched to this unit standard
The above must be added after this page.

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 18

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Learner’s Declaration of Authenticity / Induction / Contract

Please complete and sign this document (DO NOT remove from your PoE Guide).

I, __________________________________________ (surname and full name), ID number ____________________ hereby

declare that all evidence contained in this portfolio were compiled by myself and is a true reflection of my competence.
I further declare and confirm that I have attended an induction / orientation session with the provider and/or workplace on
commencement with this programme.
(Please provide the name of witnesses that may be contacted to confirm the authenticity of the evidence contained in the
POE and that were present during the induction / orientation session).

Role in evidence
Name Contact Details Evidence Witnessed
gathering

Learner Signatures Date

Assessor Details

Assessor Signature Date

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 19

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Assessment Process

LEARNER DETAILS

First Name and Surname:

Registration Number:

Identification Number:

Home Number

Contact details: Work Number

Cellphone Number

Learnership/Short Course:

Any special requirements

ASSESSMENT DETAILS

Date: Time:

Place:

Assessor’s Name and Surname:

Assessor’s Registration Number:

EMPLOYER DETAILS

Company Name:

Company Physical Address:

Company Telephone Number:

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 20

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Terms and Conditions – General PoE Requirements

 As the Learner your evidence must be AUTHENTIC. In order to validate your evidence please ensure that you sign each
page with the same signature/initials.
 All evidence submitted must be written in blue or black pen. Any evidence submitted in pencil will NOT be marked
 You may not use tippex or any other correction fluid. Either cross your mistakes out or redo them.
 You may work in groups to DISCUSS the questions, but the evidence you submit must be your OWN work.
 If you lose your POE, you will be issued with a replacement at a cost
 If you use extracts from external sources you must ensure the extracts are correctly referenced.
 Extracts from external sources can only make up 20% of any answer. You must explain the use of the extract to show
YOU understand what is being discussed.
 Disciplinary action will be taken against Learners who copy from each other or copy directly from external sources such
as training notes, textbooks, etc. You may discuss questions but you may not submit identical work. It is not valid and it
is not authentic. In this instance you will not have the opportunity to resubmit evidence.
 You will be given written feedback – please sign it off to show that you have received and understood the feedback and
send the signed copy back to us. This is so we can show the Moderator that you have received your feedback. You still
have the right to appeal if you do not agree with your feedback.
 In the event of being found ‘Not Yet Competent’ you will be given a maximum of two chances to remediate/top up your
evidence after assessment. If your Assessor feels there are gaps they will send you a preliminary feedback report and
request additional information.
 Your POE will not be returned to you and in the event of being found ‘Not Yet competent you will require a copy of your
POE in order to complete your remediation.
 It is your responsibility to make a copy of your POE prior to submitting it for assessment.
 The Training Provider and its certification partners will not be held responsible for delays in issuing of National
Certificates from the relevant ETQA.

Please sign below to show that you understand your rights and responsibilities as a Learner and that you understand the
assessment process and the role of your Assessor.
Your Facilitator will sign on behalf of Training Provider. You will be asked to complete this contract and place it in your POE
for your Assessor and Moderator to validate.

Signed (Learner): ____________________________________________________

On this day of_________20_______ in _____________________________________

Signed (Training Provider Representative): ________________________________

On this day of_________20_______ in ____________________________________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 21

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Learner Preparation for Assessment Checklist

Points Assessor/Facilitator must cover in the initial meeting with the Learner - Please tick.
This document will be completed prior to each assessment occasion taking place.

Item Points to be covered Tick

1 Welcome the candidate and put them at ease

Explain the purpose of the meeting (why you are there and how long the meeting will
2
take)

Explain the
 NQF
3  Credits
 Certification process
 Learning pathways

Explain
 Who is involved in the assessment and their role (Learners, Coach, Assessors,
4
Managers, Moderators)
 Principles of assessment (fairness, confidentiality, validity, sufficiency)

Explain the assessment process?

 Check Learner readiness for assessment (logbook / self assessment)
 Assessment contract to be completed
5  Preparation of Learner (this meeting)
 The assessment (observation and knowledge questionnaire)
 Judgement of the evidence
 Outcome of assessment (competent, not yet competent, need further evidence)

Give Learner copies of the following documentation and explain each document
 The Assessment Guide which includes
 Relevant unit standard (s)
6  Assessment contract
 Assessment plan
 Observation checklist
 Knowledge checklist

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 22

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Item Points to be covered Tick

Discuss the assessment plan (complete the assessment plan document)

 Allow the Learner to participate in the decisions made
 Agree on dates, time and venue for the assessment and feedback
 Agree on evidence the Learner can submit
7
 Agree and explain the assessment methods
 Identify and discuss special assessment needs of the candidate
 Identify and eliminate unfair barriers (language, disability etc)
 Discuss and agree on witness requirements

Tell the candidate his/her rights and responsibilities, the assessment procedures and
policies
8  How many times they may be assessed
 Appeals process / procedure
 Reassessment policy

9 Ensure the assessment environment is appropriate or make special arrangements

10 Discuss moderation

11 Allow the Learner opportunity to clarify any items discussed

Learner declaration of acceptance of assessment instruments and relevant documentation:

Learners Name:
Signature

Assessors Name:
Signature:

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 23

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Planning the Assessment

The following unit standard will be assessed in this assessment occasion:

UNIT CODE UNIT STANDARD TITLES NQF LEVEL CREDITS

242818 Describe the relationship of junior management to other roles 4 5

Place & planned date Date

Activity Evidence of activity will be found where
of activity Completed

Training Provider
Training Classroom training registers & Induction register
Date:

Learner file
Assessment contract & / or Learnership
Assessment contract
agreement - signed & dated Date:

Learner file
Learner Preparation for
Learner Preparation Checklist
Assessment Date:

Learner file
Planning the Assessment Assessment plan
Date:

Learner file
Conducting the
Knowledge Questionnaire
Assessment Date:

Learner file
Feedback Feedback Reports
Date:

Learner file
Evaluation of
Assessors review of assessment form
Assessment Date:

Learner file
Moderation Internal Moderators report
Date:

Learner file
Assessor Summary Report / Internal Moderator
Judgement
report Date:

Learner file
st
1 Reassessment Assessors summary report / instruments
Date:

Learner file
2nd Reassessment Assessors summary report / instruments
Date:

The Assessor is to please complete the dates of the above evidence presented

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 24

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
Special arrangements for assessment
Place –

Language –

Resources -

Barriers –

People to be involved with assessment

Learner: Manager:

Trainer: Mentor / Coach:

Assessor: Moderator:

Next steps for learning

Resources required for this assessment

Black pen for written assessment

Guidelines to the Learner:

Declaration:

Learner Name Learner Signature Date

Assessor Name Assessor Signature Date

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 25

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Section 3
PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 26
Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Learner’s and Assessors Declaration

Declaration of Learner Preparation:

I hereby declare that I have been prepared for all assessment activities related to this Unit Standard. I
am aware of the requirements and time frames of this assessment, and undertake to complete any
remedial work required for assessment, where required.

Declaration of Authenticity:

I hereby declare that the evidence presented in this Portfolio is my own work, and that I have
participated in preparing the evidence in the case of group work activities. Where applicable, I have
recognized sources of information used in the preparation of this Portfolio of Evidence

Learner Name Learner Signature

Learner ID Number Date

Manager’s Name: Manager’s Signature

Date

Assessor Declaration

I ___________________________________________________________________ hereby declare

that I have checked the learner preparation for this assessment, have familiarized myself with the
Assessment Strategy and unit standard requirements, portfolio requirements, and Assessment Plan. I
further declare that I am Constituently Registered to assess against this unit standard with the relevant
SETA.

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 27

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 I have checked the Portfolio of Evidence for completeness, and undertake to inform the candidate of
outstanding documents and evidence. I further declare that I will adhere to all the requirements of
confidentiality during the Assessment process.

Assessor Signature Date

PLACE EVIDENCE FROM LEARNER WORKBOOK:

AFTER THIS PAGE

What are the differences between theory, practice and workplace activities?

 Theory refers to contemplation or speculation, as opposed to action. This draws on the information you have
obtained throughout your theoretical training. Knowledge questions may test your understanding or ask you to
explain aspects of the subject matter.

 Practice refers to the act of rehearsing a behaviour, or engaging in an activity (i.e. action) for the purpose of
improving or mastering it. Practical tasks may ask you to perform, create or develop evidence.

 Work Place refers to research conducted or action taken within the workplace. In other words, the workplace
question requires you to actually interact with your workplace or organisation in order to meet certain objectives.

Formative Assessments
Please include your workbook after this page. This workbook will contain the following:

The questions you were asked to complete during your class room training from your work book
a) Any group work activities that your group were required to complete during your class room training in your workbook
b) Any role playing activities that you would have been involved in during your class room training from your workbook
c) Any individual activities that you would have been asked to complete during your class room training from your workbook
Any self assessments that you would have been asked to complete during your class room training – add these to your
workbook.

Practical Assignment / Summative Assessment

Please include your summative assessments after all the above with the title page Summative Assessments.

This information will be your assignments you were required to complete when you were back in the workplace. Make sure
that you have received signatures from your Coach/Manager/Mentor for any work that you have handed in. Without these
signatures your Summative Assessment will not be marked by the Assessor or Moderator.

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 28

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 29
Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 DESCRIBE THE RELATIONSHIP
OF JUNIOR MANAGEMENT TO
OTHER ROLES
NQF LEVEL 4

SAQA ID: 242818

LEARNER NAME :

ID NUMBER :

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 30

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Learner Workbook

This Learner Workbook deals with the following unit standard:

SAQA US ID UNIT STANDARD TITLE NQF LEVEL CREDITS

242818 Describe the relationship of junior management to other roles 4 5

Assessment & Portfolio of Evidence (PoE)

Please note that although this material has been aligned to the Unit Standard: Describe the relationship
of junior management to other roles – NQF Level 4 – 5 credits, the following must still apply:

In order for a Learner (that is you!) to achieve this unit of learning and be recognized nationally and
receive a certificate from the Services SETA, you would need to provide a portfolio of evidence to show
your competence in these skills.

This means that you must complete all knowledge questions and practical tasks and activities correctly
in your Learner Workbook, sign all relevant pages where it asks for the Learner’s signature and date,
and hand it into your Facilitator at the time agreed upon.

Failure to do this will result in only a Certificate of Attendance being issued and not a Certificate of
Competence.

NOTES:

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 31

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 KNOWLEDGE ASSESSMENT AND
PRACTICAL TASKS
Instructions to the Assessor:

 Remember it is the Learners choice whether he wants the Assessor to write for him or not.
 If the Learner requests that the Assessor writes for him because of a language barrier, etc., the Assessor must
make a note in the front of the knowledge assessment section that the Assessor has been requested to write
for the Learner and both Learner and Assessor to sign and date it.
 Only write down what the Learner tells you, do not make assumptions on the Learners behalf, rather ask
another question to clarify meaning.

Reassessment:

 If any criterion has to be reassessed, clearly indicate that it is a reassessment and insert the date of
reassessment.
 If Learners need to be re-assessed, do not remove the first assessment from his portfolio of evidence. This
must be kept in the PoE so that the Moderator can see that the Learner was given the opportunity for re-
assessments.
General:

 Learner to ensure that his name is clearly indicated with page numbers on all attachments or knowledge
answers that will be attached to this section.

 Please complete all the activities.

 Ensure that your Facilitator has marked them.

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 32

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Assignment 1 - Knowledge Questionnaire

DESCRIBE THE RELATIONSHIP OF JUNIOR MANAGEMENT TO OTHER ROLES US

242818

Question 1

List the different types of management structures and illustrate these on an organogram

US 242818/SO1/AC1

Question 2

Briefly explain the advantages and disadvantages of the different management structures

US 242818/SO1/AC2

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 33

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
Question 3

Identify and explain the management structure that is adopted by your organisation

US 242818/SO1/AC3

Question 4

Explain the management roles of the following:

 Human Resources Management

 Finance Management

 Marketing Management

 Sales Management

 Production Management

 Operations Management

 Distribution Management

 Logistics Management

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 34

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 US 242818/SO2/AC1/RANGE 1

Question 5

Explain the relationship between the various management roles in the organisation

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 35

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 US 242818/SO2/AC2

Question 6

Explain the role of the junior manager in managing his area of responsibility, which could include a cost centre,
section, department of a team

US 242818/SO2/AC3/RANGE 3

Question 7

Explain the interaction between the junior manager’s area of responsibility and other functions in the
organisation

US242818/SO2/AC4/RANGE 3

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 36

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
Question 8

Explain why technical skills are important for any workplace, work unit, section or department to be a success

US 242818/RANGE 2/6

Question 9

Define a “Junior Manager” and name one junior manager from your organisation

US 242818/RANGE 4

Question 10

Discuss what is meant by “Standard Operating Procedures”

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 37

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 US 242818/RANGE 5

Learner signature: _____________________ Date: __________________

Assessor signature: ____________________ Date: __________________

Moderator signature: ___________________ Date: __________________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 38

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 DESCRIBE THE RELATIONSHIP OF JUNIOR MANAGEMENT TO OTHER ROLES
Assignment 2 - Self Assessments
– to be completed by the Learner

US 242818

Self Assessments
At the end of each section of the Learner Guide you were required to
complete the Self Assessment. Please ensure your Facilitator has signed
this off. Insert all the Self Assessments from the Learner Guide after this
page.

Self Assessment Checklist

LEARNER GUIDE ATTACHED

SELF ASSESSMENT NUMBER PAGE NUMBER (PLEASE TICK) 

Self Assessment 1 21

Self Assessment 2 30

Learner signature: _____________________ Date: __________________

Assessor signature: ____________________ Date: __________________

Moderator signature: ___________________ Date: __________________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 39

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Assignment 3 - Summative Assessment

To be marked by Registered Assessor only

Group Discussion Role-Play Do a presentation Gather Information Produce Evidence in

the form of documents

 You are now required to go and complete:

 Classroom Activities
 Research/Assignment
 Workplace Activities
 Remember to follow all the tasks and ensure you cover all the criteria
requested.
 Summative Assessment Tasks can be hand written or typed on a computer. It
must have an original signature of your Facilitator for classroom activities
and/or Supervisor at your workplace, to meet the authentic and valid
principles of assessment.

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 40

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 SUMMATIVE TASKS

DESCRIBE THE RELATIONSHIP OF JUNIOR MANAGEMENT TO OTHER ROLES US

242818

Task 1 Summative Assessment

Construct a two page brochure that will detail the type, size, ownership and the different management
structures of your organisation

Ensure that your assignment is signed by the Facilitator. Mark your assignment as Task 1 and attach it
to the back of this page.
US242818/SO1/AC1-3
RANGE 3/4/6

Learner signature: _____________________ Date: __________________

Assessor signature: ____________________ Date: __________________

Moderator signature: ___________________ Date: __________________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 41

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Task 2 Summative Assessment

Compile a table with the various management functions in your organisation and list the name of the junior
manager of that function in the organisation

Ensure that your assignment is signed by the Facilitator. Mark your assignment as Task 2 and attach it
to the back of this page.
US242818/SO2/AC1-3
RANGE 4

Learner signature: _____________________ Date: __________________

Assessor signature: ____________________ Date: __________________

Moderator signature: ___________________ Date: __________________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 42

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Task 3 Summative Assessment

Attach or draw a flow diagram that clearly shows the interaction between your junior management and
other functions in your organisation

Ensure that your assignment is signed by the Facilitator. Mark your assignment as Task 3 and attach it
to the back of this page.
US242818/SO2/AC4
RANGE 4

Learner signature: _____________________ Date: __________________

Assessor signature: ____________________ Date: __________________

Moderator signature: ___________________ Date: __________________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 43

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Task 4 Summative Assessment

Make a list of the technical skills that is required to make the product or service that you offer to your
customers

Ensure that your assignment is signed by the Facilitator. Mark your assignment as Task 4 and attach it
to the back of this page.
US242818/RANGE 2

Learner signature: _____________________ Date: __________________

Assessor signature: ____________________ Date: __________________

Moderator signature: ___________________ Date: __________________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 44

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Task 5 6 Summative Assessment
In order to evaluate the impact your knowledge on describing the relationship of junior management to
other roles that you applied back in the workplace, reflect on the under mentioned questions:
a) What were your organisational requirements for describing the relationship of junior
management to other roles?

b) What was the impact? i.e. increased employee awareness, profits, moral, staff relationships?

c) How effective was the technique that you used? (Theory vs Practice)

d) Did you need to take any corrective actions in order to improve the effectiveness of describing
the relationship of junior management to other roles? Motivate your answer.

Write your answers in your own hand writing, ensuring that you answer each question. Mark your
assignment as Task 5 and attach it to the back of this page.
242818/SO1-S02

Learner signature: _____________________ Date: __________________

Assessor signature: ____________________ Date: __________________

Moderator signature: ___________________ Date: __________________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 45

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 WORKPLACE PRACTICAL

Describe the relationship of junior management to other roles

US 242818

WORKPLACE PRACTICAL FOR 242818

Since you have been promoted to the position of a manager- obtain the copy of the latest company structure
(organogram) and clearly indicate on this exactly where you fit in to the structure.

Illustrate by means of a diagram or flow chart the relationship that your function has with other functions to
achieve the organisational goals. (You can submit organisational documents that already exists as well)

Assessor: Ensure the learner has attached the evidence and explained each task.

Learner signature: ___________________ Date: _______________

Workplace Supervisor Signature: ___________________ Date: _______________

Assessor signature: __________________ Date: _______________

Moderator signature: __________________ Date: _______________

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 46

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 LOGBOOK

Logbook for Unit Standard: 242818

Complete this on your own. This logbook has been included to record all
the time spent on the assessment and other activities related to this
skills programme:
 Time spent completing an activity should be signed off by a supervisor, mentor or
witness where possible.
 Time spent applying the new knowledge and skills
 The logbook should show that the learner has spent at least 31.5 hours in
acquiring the required knowledge and skills of this programme:

 Explaining the relationship between the type, ownership and size of an

organisation and its management structure.
 Explaining the relationship between various management roles.

Learner Name
Skills
Programme
Unit
Standard(s)

Sign Off by
Running Supervisor / Manager / Mentor / Witness
Number
Activity Start Date Total No.
of Hours
of Hours Relationship to
Name & Surname Signature
Learner

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 47

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Moderator
Assessor Date Date
signature signature

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 48

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 OFFICE USE ONLY
Assessment / Re-assessment of Portfolio of Evidence

Instructions for this section:

The Assessor to complete the table each time the Learner Workbook knowledge questions / practical
tasks are marked.

FOR ASSESSOR

File Checked / Re-assessed:

Corrections – to be redone by the Learner for re-

Date Assessor Signature
assessment (e.g. Q1, 2 & 7)

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 49

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Section 4

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 50

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Assessment Guide & Reports

The Assessor will complete the following documents for this Section.

Feedback to Learner After Assessment

Final Summative Assessment Decision
Assessment Review & Evaluation of Assessment
Learner’s Evaluation of the Assessment
Assessor’s Evaluation of the Assessment

You will be required to complete and sign some of these documents on receipt of your POE and
then hand your entire POE back to your Training Provider in order for your POE to be submitted
for Moderation.

ASSESSOR TO PLACE ASSESSMENT REPORTS

AFTER THIS PAGE

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 51

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017
 Moderation Report

MODERATOR TO PLACE MODERATION REPORTS

AFTER THIS PAGE

PORTFOLIO OF EVIDENCE – SAQA ID : 242818 Page 52

Issue Date: 27-09-2016 Version: 2 Review Date: 27-09-2017