CHCMGT006 — Coordinate client directed services

1 Prepare for client meeting

• 1.1Ensure reference and promotional material is updated on a regular basis to support the communication process
• 1.2Access client information to determine service options and availability
• 1.3Prepare promotional material and/or written service proposal for presentation to client

2 Discuss service options with client

• 2.1Discuss client preferences, needs, expectations and previous experiences regarding service provision
• 2.2Present to client accurate information on support options and a proposal for service provision which is tailored to client’s specific needs and preferences
• 2.3Promote benefits of organisation to client and respond to queries in an accurate and positive manner
• 2.4Develop and present a financial plan covering service fees and costs tailored to the client’s preferences and budget
• 2.5Ensure that complaints and feedback avenues are explained to the client
• 2.6Determine and discuss follow up requirements
• 2.7Negotiate the service agreement and complete in accordance with client requirements, organisation procedures and code of ethics

3 Communicate with support staff and other service providers

• 3.1Communicate and agree on service requirements with support staff and other service providers to support efficient service implementation
• 3.2Ensure that service plans reflect identified goals and needs to achieve the required outcomes
• 3.3Maintain, evaluate and review service plans against requirements on a regular planned basis
• 3.4Collaborate with all stakeholders to determine future requirements to meet changing needs or preferences of clients
• 3.5Ensure that changes to service provision are agreed and authorised by all relevant parties

4 Manage ongoing requirements of client load

• 4.1Develop and implement strategies to retain clients and build loyalty
• 4.2Obtain and act on feedback from clients regarding satisfaction with all aspects of service provision
• 4.3Obtain and act on feedback from service providers on progress of clients
• 4.4Use feedback to evaluate service provision and make recommendations to organisation
• 4.5Identify opportunities for continuous improvement and implement in accordance with organisation procedures and boundaries of role
• 4.6Meet statutory and organisation documenting and reporting requirements

What does an assessment tool for CHCMGT006 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for CHCMGT006 needs to address all 52 unit components: 4 elements with 21 performance criteria, 5 performance evidence requirements, 26 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for CHCMGT006?

Auditori pulls the current release of CHCMGT006 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for CHCMGT006 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing CHCMGT006 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of CHCMGT006, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.