SAQA 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: 

Know the client within a consulting contract 
SAQA US ID UNIT STANDARD TITLE
115403  Know the client within a consulting contract 
ORIGINATOR
SGB Human Resource Management and Practices 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Human Resources 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

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 does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
The person credited with this Unit Standard is able to analyse and determine the client's needs and expectations for a consulting project.

The qualifying learner is capable of:
  • Obtaining an accurate picture of the client and his/her organisation
  • Assessing the personal and professional motivations of client and customers (end-users of change)
  • Assisting the client to engage in clear and directed thinking with regard to problem diagnosis
  • Using the information thus obtained to establish a long-term relationship of trust and collaboration between consultant and client 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners are competent communication skills at NQF level 4, or equivalent. 

    UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Obtain an accurate picture of the client and his/her organisation. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Appropriate questions and a questionnaire are prepared for interviews with client 

    ASSESSMENT CRITERION 2 
    Information is gathered from the client by means of interviews and a written questionnaire for the purpose of establishing the client's needs and the needs of the organisation 

    ASSESSMENT CRITERION 3 
    Information on the client and his/her organisation is kept up-to-date in line with company procedures 

    SPECIFIC OUTCOME 2 
    Assess the personal and professional motivations of clients and customers. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Appropriate questions are prepared for interviews with client to specifically determine his/her personal and professional motivations 

    ASSESSMENT CRITERION 2 
    Answers to interview questions with clients and customers are carefully analysed to assess their personal and professional motivations 

    SPECIFIC OUTCOME 3 
    Assist the client to engage in clear and directed thinking with regard to problem diagnosis. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An appropriate set of probes for problem analysis are developed to help distinguish between perceived and actual problem areas 

    ASSESSMENT CRITERION 2 
    Problem analysis probes are used in collaboration with client to achieve clarity of focus on the problem to be addressed 

    ASSESSMENT CRITERION 3 
    Problem is clearly stated, documented and agreed upon by client and consultant to facilitate the setting up of needed contractual agreements 

    SPECIFIC OUTCOME 4 
    Establish a long-term relationship of trust and collaboration between consultant and client. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The client is informed of the recommended changes orally and in writing to ensure that the client fully understands the work to be done by the consultant 

    ASSESSMENT CRITERION 2 
    Regular contact is made with the client to determine progress with the implemented changes and to obtain comments on changes that might need to be made to the plan 

    ASSESSMENT CRITERION 3 
    Client is informed of whether or not suggested changes are to be implemented and if not why not 

    ASSESSMENT CRITERION 4 
    Client queries are handled quickly and efficiently as per organisational policy and procedure 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or by an ETQA that has a memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The essential nature of the consulting business
  • The basis on which people make decisions
  • The techniques of preparing and conducting successful client interviews
  • The preparation and maintenance of written documentation 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made when grappling with the problem of achieving transition in a working relationship, that is, from that between an unknown client and an unknown consultant to a trusting, collaborative, fruitful and enduring working relationship between client and consultant 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group organization, community when working with a senior consultant (or team of experienced consultants) and when working with the client and when a working relationship between client and consultant is forged 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively when preparing, maintaining and properly handling sensitive and confidential documentation 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organize and critically evaluate information when developing and assessing the appropriateness of tools for interviews with clients, feedback sessions, and probes for problem analysis 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written presentation when expanding and elaborating on existing written and verbal communication skills and when communicating with senior consultant(s) and client 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  48874   National Certificate: Business Consulting Practice (Enterprise Resource Planning)  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  SERVICES 
    Core  49419   National Diploma: Business Consulting Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 
    Elective  79886   National Certificate: Business Advising  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 
    Elective  73129   National Diploma: Public Relations Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    NONE 



    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.