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TEAM LEADER/SUPERVISOR
CMI UNIT 318 MANAGING DATA AND INFORMATION
» LEARNER INFORMATION
Learner statement of I confirm that the attached completed assignment is all my own work, and does not include
authenticity: any work completed by anyone other than myself. I have completed the assignment in
accordance with the Institute’s approved instructions.
Tick here to opt out I consent for this assignment to be used for assessment standardisation and where
appropriate, for the dissemination of good practice, on the understanding that the content is
anonymised.
Signed: Date:
Centre statement of On behalf of <CENTRE NAME>, I confirm that the above mentioned learner is registered at the
authenticity: centre on a Chartered Management Institute (CMI) programme of study. The learner is, to the
best of my knowledge, the sole author of the completed assignment.
Signed: Date:
The written word, however generated and recorded, is still expected to form the majority of assessable work produced by
Learners at Level 3. The amount and volume of work for this unit should be broadly comparable to a word count of 2000-
2500 words within a margin of +10%.
High performing individuals impact on the performance of teams and the organisation. The aim of this assessment booklet is
to enable managers to evidence their understanding of how to use their knowledge, skills and abilities to support individuals,
not only to perform well, but to exceed expectations.
Before you begin the assessment booklet, please read the CMI 318 unit specification thoroughly as only the content
related to the achievement of the assessment criteria will be assessed.
Research the topics being assessed. Suggested reading/web resources are provided on the CMI 318 unit
specification. Your Facilitator may signpost you to relevant resources. Additionally, you may access excellent online
resources at ManagementDirect
If you are enrolled on the Trailblazer Apprenticeship programme, you are encouraged to review the Apprenticeship
Standard for Team Leader/Supervisor
Further required learning to complete these Tasks, please log on to Management Direct
and complete the Learning Journey – Leading & Managing Change
Titles covered in this course:
To help you to complete the tasks within this Assessment Book please
log onto your Video Arts eLearning Account and access the Level 3
Team Leader/Supervisor course. http://lighthouse.central-lms.com
To complete Task 1 you are encouraged to use well-chosen examples from an organisation/team you know well or have
researched.
» TASK
2. Validate research
To complete Tasks 2a, b and c you are encouraged to use well-chosen examples from an organisation/team you know well or
have researched.
» TASK
The terms ‘data’ and ‘information’ are often used as if they mean the same thing, so it is important to understand the
differences between them.
Managers need to avoid making decisions based on misleading, inaccurate, false information and even ‘fake news’. One way
to prevent this is by being able to use data and information from reliable sources that offer content that is accurate and
timely.
Example of primary source of data and Explanation of how it can be used by organisations
information
1. Customer feedback
2. Time sheets
Example of secondary source of data and Explanation of how it can be used by organisations
information
1. report
2. CRM
As a manager it is important to know the difference between quantitative and qualitative data and information. Both are
valuable and effective tools which can be used to support decision making but are different in type and nature.
Quantitative includes but is not limited to facts, statistics, figures, numerical information, percentages
Qualitative includes but is not limited to words, pictures, discussions, audio and video recordings, comments,
observations
AC2.3 Explain types and use of quantitative and qualitative data and information
i. FIGURES
ii.
i. COMMENTS
ii.
There is extensive legislation which governs the way data and information is collected, used, shared and stored. It is an
organisation’s responsibility to ensure that these requirements are met in the workplace. Standard working practices can
only be implemented effectively when staff are clear on the legal and organisational requirements they must work to and can
recognise and address the many challenges associated with managing data and information.
» SCENARIO
Your team accesses data and information on employees, products and customers, and managing data and information lawfully
and in accordance with organisational policy is a key aspect of the work.
Your manager has asked you to prepare information for a briefing on the legal and organisational requirements for managing
data and information in the workplace.
There are four members in your team. The organisation operates in an industry sector of your choice.
This scenario can be used to answer Tasks 3a, b, c and d. Alternatively, you may choose to use well-chosen examples from an
organisation you know well or have researched.
» TASK
AC3.1 Explain the legal and organisational requirements for managing data and
information
For this answer you need to explain two legal and two organisational requirements for managing data and information.
Legal refers to Data Protection Act 1998, General Data Protection Regulation (applies from May 2018), Freedom of
Information Act 2000, Digital Economy Act (2017). Select two of these and then explain what you need to do to comply with
these legal requirements
Organisational may include communication and knowledge sharing policies, procedures and protocols, safety, security, risk,
reporting and audit. These can be specific to your workplace, explain what you are required to do and include the training
your received to ensure that you know the procedure.
Legal requirements
1. gdpr
1.
2.
» TASK
Depending upon the sector and size of organisation, there are different roles and responsibilities individuals have for
managing data and information. These roles may be operational on a day to day basis or managerial to ensure the
organisation complies with legal and organisational requirements.
AC3.2 Identify organisational roles and responsibilities for managing data and
information
For this question select two different roles within the organisation and explain their roles in managing data and information
what they must and must not do with data and information, you may want to refer to your organisational chart. Roles may
include data controller, data processor, roles such as human resources, marketing, sales, IT
1.
2.
It is essential for individuals to know how to check the suitability of data and information. This is vital given the risk of
receiving misleading, inaccurate, false and even fake information. A recognised approach for checking data and information
is to test its accuracy, validity, currency, reliability, authenticity and completeness.
AC3.3 Outline approaches for checking data and information against organisational
needs
COMPLETE THE TABLE:
Approach Outline how this would be used for checking data and information against organisational needs
Accuracy
Validity
Reliability
Authenticity
Completeness
» TASK
CMI 318 Page 9 of 16 Version 1
In order to make use of data and information, it has to be organised and accessible. There are many ways to do this including
the use of databases, spreadsheets, management information systems and data warehouses held on company servers or in
the cloud, along with the use of handheld devices, CDs, reference retrieval systems, shared drives or the more traditional
methods of paper based files, folders and filing cabinets.
1. CRM Databases
2.
3.
As a manager it is important for you to anticipate and plan for challenges which may occur when managing data and
information.
AC3.5 Outline challenges of managing data and information; AC3.6 Identify solutions to
address key challenges of managing data and information
For this answer you must explain three different challenges to managing data and information which may include structured
and unstructured data and information, compatibility, corrupt files, indexing, size, legal, integration, migration of data sets,
cost, availability, access, analysis, resources, skills, viruses, volume, absence of document control, confidentiality. Then explain
your solution to managing these challenges
2.
3.
To complete these tasks you are encouraged to use well-chosen examples from an organisation/team you know well or have
researched.
» TASK
Managers are frequently faced with a range of data and information such as finance information (including salaries, costs for
equipment and materials, travel and postage) along with customer data (including demographic information, responses and
feedback to surveys) along with performance data (including sales information and key performance indicators). Analysing
and interpreting data and information to produce reports, solve problems and to make decisions is an essential task in a
management role.
AC4.1 Summarise methods for examining and interpreting data and information
Methods refer to the collation and analysis of data, production of reports and use of different problem solving and decision
making techniques to make decisions and solve problems and may include statistical analysis, identifying trends and patterns,
anomalies, benchmarking, observation, discussions, review groups.
Method Explanation of how this is used to examine and interpret data and information
1.
2.
3.
A key part of the first line manager’s role is to present findings from the analysis and interpretation of data and information
to others in a format which they can easily understand. This will involve the ability to use a range of tools and technologies
to present data and information to support problem solving and decision making.
AC4.2 Explain the advantages and disadvantages of tools used to communicate findings
to a target audience
Tools refer to use of different technologies in business, the production of reports and the use of data and information to solve
problems and support decision making and may include but are not limited to presentations, graphs, charts, graphics,
infographics, tables, dashboards, data visualisation tools, maps and timelines
1.
2.
Following the completion of your workshop there are some activities that we ask you to
complete to build your portfolio of skills evidence. Please complete these activities and
submit the evidence with your assessment book.
The research and time you have spent completing these tasks can be used as your Off the
Job hours to be added to your Learner Journal on Quals Direct. Remember it is the time
you spend doing the activities within the workplace and not how long you have spent
writing them up. In addition to the work for your assessment evidence we have some
suggestions of areas you could add to your Learner Journal on Quals Direct to contribute
towards your hours these are listed below:
Complete your reflections of Action Logs from workshop.
Complete reflections on the types of data and information you use within the
workplace, what are effective types of data and information and why do you use
them?
How do you communicate data and information to other stakeholders within the
organisation, what methods of communication do you use and what are the
barriers, what are effective?
From analysing information and data how does this demonstrate the performance
of your team or your organisation, what does this information show you?
When there are data and information issues what leadership styles do you need to
demonstrate to ensure that the operation continues to function?
Identify behaviours of self and others, how have the following been demonstrated;
taking responsibility, agility, professionalism and inclusivity. Give examples of the
situations that demonstrate these behaviours.