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: 

Develop and maintain effective working relationship with clients 
SAQA US ID UNIT STANDARD TITLE
119173  Develop and maintain effective working relationship with clients 
ORIGINATOR
SGB Generic Management 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Generic Management 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular-Fundamental  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 clients and their impact on the consulting business towards identifying critical factors that need to be addressed to build and ensure an effective working, long term relationship. Learners are also able to develop long-term solutions to client's problems to ensure a long relationship.

The qualifying learner is capable of:
  • Obtaining information about the client's position, role and influence within the organisation to establish a long-term working relationships
  • Matching the client's needs and expectations for a consulting project with the consultant's attributes, skills and expertise
  • Relating the long-term ramifications of an implemented solution to the client's long-term goals
  • Applying the knowledge (concepts and principles) of consulting in maintaining an effective working relationship with the client 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this unit standard will have demonstrated competence in
  • Communications at NQF level 4
  • Mathematical Literacy at NQF level 4
  • Unit Standard ID115404 - Understand the business of consulting at NQF Level 5 or equivalent 

  • UNIT STANDARD RANGE 
  • Clients position could include but is not limited to: history of service, financial impact on the consulting business
  • Confidentiality would include but is not limited to: document security, communications, financial data 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Obtain information about the client's position, role and influence within the organisation to establish long-term working relationships. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The organisations policies and practices are explained with regard to building client relationship 

    ASSESSMENT CRITERION 2 
    The client's position, role and influence within the organisation are evaluated and described with examples to support the long-term sustainability of changes introduced 

    ASSESSMENT CRITERION 3 
    The client's preferences and obtained and listed in accordance with organisational standards and requirements 

    ASSESSMENT CRITERION 4 
    Strict confidentiality is maintained at all times in accordance standard operating procedures 

    SPECIFIC OUTCOME 2 
    Match the client's needs and expectations for a consulting project with the consultant's attributes, skills and expertise. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The client's needs and expectations for a consulting project are clearly mapped in accordance with organisational standards and requirements in order to set objectives for a consulting engagement 

    ASSESSMENT CRITERION 2 
    Questions as to the suitability of the consultant to deliver the required change are asked verbally and responses recorded in line with organisational procedures and practices 

    ASSESSMENT CRITERION 3 
    The clients needs are compared to the capacity of the consultants attributes, skills and expertises 

    ASSESSMENT CRITERION 4 
    The decision to proceed with a consulting engagement is made on the basis of a one-to-one correspondence between client expectations and the consultant's experience and skills 

    SPECIFIC OUTCOME 3 
    Relate the long-term ramifications of an implemented solution to the client's long-term objectives. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The long-term implications of a change intervention are developed in the required format and communicated to the client 

    ASSESSMENT CRITERION 2 
    A record is made of the outcome of discussions held with the client for the purpose of revealing the client's objectives in the long term 

    ASSESSMENT CRITERION 3 
    An analysis is provided in the required format, of the relation between the long-term implications of a change intervention to the client's long-term objectives 

    SPECIFIC OUTCOME 4 
    Apply the knowledge (concepts and principles) of consulting in maintaining an effective working relationship with the client. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The salient issues at stake in a consulting engagement are clarified according to organisational requirements to produce a shared understanding of the requirements between client and consultant 

    ASSESSMENT CRITERION 2 
    Sound ethical principles are adhered to according to organisational policies and procedures in order to cement a relationship of integrity, trust and collaboration between client and consultant 

    ASSESSMENT CRITERION 3 
    A strong service ethic is adhered to in accordance with organisational standards and procedures in order to ensure the longevity of the client-consultant partnership 


    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 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 or an ETQA that has a Memorandum of Understanding 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, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA according to the policies and guidelines foe assessment and moderation of that ETQA, at its discretion, in terms of agreements reached about assessment and moderation between various ETQA (including professional bodies.) 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • The nature of the consulting business
  • Report writing skills and techniques
  • Communication and negotiation skills
  • Organisational policies and procedures
  • Ethical principles and service ethics 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems related to implementation of the intervention towards meeting the client's long-term objectives 

    UNIT STANDARD CCFO ORGANISING 
    Organise oneself and one's activities when obtaining client information for the evaluation process 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information when evaluating client's needs against expectation for a consulting project 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when obtaining and evaluating client information to determine the client's impact on the consulting business 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to develop and report on solutions and decisions made 

    UNIT STANDARD CCFO CONTRIBUTING 
    Contribute to the full personal development of each learner and the social and economic development of the society at large, by making it the underlying intention of this programme of learning to make an individual aware of the importance of the ability to conduct appropriate research, that can open the door to learners accessing opportunities for studies at post-graduate level, which in turn has important implications for their future employability and marketability in the consulting industry. 

    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  66370   Further Education and Training Certificate: Roof Truss Technology  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered" 
    2015-06-30  FPMSETA 
    Core  61349   National Certificate: Heritage Resource Management  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  CATHSSETA 
    Core  49419   National Diploma: Business Consulting Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  SERVICES 
    Core  59304   National Diploma: Freight Forwarding and Customs Compliance  Level 5  NQF Level 05  Reregistered  2023-06-30  TETA 
    Fundamental  63769   National Certificate: Business Analysis Support Practice  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  MICTS 
    Fundamental  62610   National Diploma: Copywriting  Level 5  NQF Level 05  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  59387   National Certificate: Intellectual Property Administration  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered" 
    2012-06-30  CATHSSETA 
    Elective  60549   National Diploma: Aeronautical Information Management Practice  Level 5  NQF Level 05  Passed the End Date -
    Status was "Reregistered" 
    2016-12-31  TETA 
    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.
     
    1. Bytes People Solutions A Division of Altron TMT (Pty) Ltd 
    2. Jumpco (Pty) Ltd 
    3. Mitek Industries SA ( Pty) Ltd 



    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.