Support Operations Management Activities (tu5088)

Support Operations Management Activities (tu5088)

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Contribution Exchange

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Making contribution visible, trusted, and portable.

Contribution Exchange is an international organization headquartered in Ottawa, Canada, building shared infrastructure for recognizing learning and capability developed through contribution.

Through an international federation of National Contribution Exchanges, Contribution Exchange stewards common standards for work-based learning, professional practice, recognition, and quality assurance. Its systems help organizations structure, validate, and recognize learning developed through work, community, civic, cultural, and other purposeful contributions.

Contribution Exchange also stewards the Work-Based Learning Numbering System (WBLNS®) and PathLedger®, providing interoperable infrastructure to index learning standards, record verified contributions, and make trusted evidence of capability portable across organizations, sectors, and borders.

Tags:

CIM, contribution, learning, management, operations, support, training, unit, work-based
This Training Unit develops operations management practice by focusing on the day-to-day systems that enable organizations to deliver goods, services, programs, events, or community activities effectively. Contributors demonstrate the ability to map operational and supply chain processes, identify sustainable supply chain considerations, coordinate workflow, resources, capacity, logistics, and facilities layout factors, monitor quality using concepts associated with Total Quality Management, Six Sigma, and lean operations, and use operational evidence to support forecasting, issue response, continuous improvement, and delivery follow-through.

Criteria

Contribution recognized

Support operations and supply chain planning, quality monitoring, capacity coordination, logistics, and continuous improvement.

Training Unit structure

This Training Unit aggregates exactly three child Training Items:

  1. ti6164 — Map operations, supply chain, and service delivery requirements (73.3.CA6532/ti6164D)
  2. ti0342 — Coordinate capacity, logistics, workflow, and quality monitoring (73.3.CA6532/ti0342D)
  3. ti6428 — Support lean, quality, and operational improvement using evidence (73.3.CA6532/ti6428D)

Completion requires two naturally occurring Artifact Elements that together provide substantial evidence across the three child Training Items.

Aggregated Learning Goals

  • LG037 — Contributors will develop their ability to map operations, supply chain, and service delivery requirements to contribute to coordinated operations.
  • LG038 — Contributors will develop their ability to coordinate capacity, logistics, workflow, and quality monitoring to support operational delivery.
  • LG039 — Contributors will develop their ability to use operational evidence and follow-up to support lean, quality, and process improvement.

Aggregated Learning Outcomes

  1. LO109 — Upon completion, the learner will be able to identify operational process steps, supply chain or service delivery requirements, roles, workflow conditions, logistics factors, facilities layout factors, or quality expectations.
  2. LO110 — Upon completion, the learner will be able to describe how people, resources, tasks, handoffs, quality expectations, sustainability considerations, logistics, capacity, or layout factors affect operational delivery.
  3. LO111 — Upon completion, the learner will be able to summarize operational requirements, constraints, process implications, supply chain considerations, or service delivery implications for coordination or improvement.
  4. LO112 — Upon completion, the learner will be able to identify resources, capacity needs, forecasting assumptions, logistics requirements, workflow steps, scheduling needs, quality expectations, or monitoring points in an operational context.
  5. LO113 — Upon completion, the learner will be able to organize an operational action pathway using tasks, resources, roles, timing, logistics, capacity, facilities or layout information, and quality information.
  6. LO114 — Upon completion, the learner will be able to summarize operational issues, monitoring results, quality concerns, capacity constraints, logistics concerns, or follow-up needs for delivery support.
  7. LO115 — Upon completion, the learner will be able to identify operational evidence, feedback, issue information, quality data, variation, waste, capacity information, logistics information, or performance indicators relevant to improvement.
  8. LO116 — Upon completion, the learner will be able to interpret operational information to identify improvement needs, risks, quality concerns, waste or rework, capacity constraints, logistics issues, or response options.
  9. LO117 — Upon completion, the learner will be able to summarize an improvement action, lean or quality response, follow-up requirement, monitoring need, or operational adjustment.

Aggregated Knowledge, Skills, and Behaviours

  • K001 — Knowledge: Understands organizational structures and management functions in order to contribute to coordinated activity.
  • K013 — Knowledge: Understands operations management concepts in order to contribute to process coordination, quality monitoring, service delivery, and improvement.
  • S001 — Skill: Identifies, classifies, and summarizes management issues, structures, processes, and desired outcomes using available organizational information to support decisions.
  • S013 — Skill: Supports operations and process improvement using workflow information, quality expectations, resource needs, and performance indicators.
  • B003 — Behaviour: Demonstrates systems awareness by connecting people, functions, resources, processes, and outcomes in contribution contexts.
  • K003 — Knowledge: Understands management information and evidence systems in order to contribute to informed planning, monitoring, and decision-making.
  • S005 — Skill: Interprets management information using relevant evidence, records, data, and context to support planning, monitoring, and decisions.
  • S014 — Skill: Coordinates stakeholders, resources, tasks, and information using action pathways to support implementation, delivery, or improvement.
  • B004 — Behaviour: Demonstrates evidence-informed decision-making by using relevant information, analysis, and context when contributing to decisions.
  • B006 — Behaviour: Demonstrates constructive collaboration by supporting inclusion, cooperation, and shared responsibility in group or stakeholder settings.
  • B001 — Behaviour: Demonstrates professional judgment and accountability by acting ethically, responsibly, and transparently in management contribution contexts.
  • B005 — Behaviour: Demonstrates responsiveness to wider implications by considering legal, social, economic, financial, human, and operational consequences.

Indicative Content

ti6164 — Map operations, supply chain, and service delivery requirements

  • LO109 — Operations Purpose and Management Role: Operational goals, service delivery, goods or service flow, workflow coordination, process support, resource use, quality expectations, stakeholder value, and contribution to organizational or civic/community outcomes.
  • LO110 — Operations and Supply Chain Management: Operations management, supply chain management, supplier/customer relationships, internal and external flows, service pathways, fulfillment, movement of goods or information, handoffs, dependencies, continuity, and coordination across functions.
  • LO111 — Sustainable Supply Chain Strategy: Sustainability parameters, resource stewardship, waste reduction, ethical sourcing awareness, resilience, continuity, environmental considerations, social responsibility, accessibility, safety, affordability, and long-term operational viability.
  • LO111 — Process and Workflow Design: Process steps, handoffs, bottlenecks, dependencies, sequencing, standard operating procedures, work instructions, service pathways, operational flow, and layout-related movement.
  • LO111 — Logistics and Facilities Layout: Movement, storage, routing, staging, distribution, event or service logistics, facilities layout, space use, equipment placement, access points, service points, accessibility, safety, and physical flow.

ti0342 — Coordinate capacity, logistics, workflow, and quality monitoring

  • LO112 — Forecasting and Demand Awareness: Demand forecasts, service demand, participation estimates, workload projections, customer/client/member expectations, usage patterns, event volume, inventory/material assumptions, and forecast limitations.
  • LO113 — Capacity Management: Staffing or volunteer capacity, utilization, materials, equipment, time, space, facilities, scheduling, workload, throughput, bottlenecks, service capacity, and resource constraints.
  • LO114 — Scheduling and Coordination: Rosters, task allocation, work sequencing, shift or event scheduling, communication routines, role clarity, dependency management, delivery follow-through, and coordination across people and resources.
  • LO114 — Systems and Stakeholder Awareness: Relationships among people, processes, resources, facilities, systems, suppliers, customers/clients/members, volunteers, stakeholders, sustainability considerations, quality expectations, and outcomes.

ti6428 — Support lean, quality, and operational improvement using evidence

  • LO115 — Quality Systems and Improvement: Total Quality Management, Six Sigma, lean operations, lean supply chains, standardization, variation, defects/errors, waste, rework, root-cause awareness, corrective action, service consistency, and continuous improvement.
  • LO116 — Monitoring and Performance Information: Operational records, checklists, dashboards, issue logs, service data, quality checks, incident notes, feedback, progress information, demand indicators, capacity indicators, throughput, wait times, and service levels.
  • LO117 — Issue Response and Improvement: Operational problems, delays, waste, variation, defects/errors, rework, bottlenecks, capacity constraints, logistics constraints, layout issues, supply chain disruptions, corrective actions, escalation, and improvement follow-up.
  • LO117 — Contextual Application: Workplace or civic/community settings where operational processes, service delivery, events, programs, production, logistics, workflow, capacity, facilities, supply chain activity, or improvement activity require coordination and monitoring.

Artifact Element 1

AE003 — Project Documentation

Evidentiary purpose: Captures structured operations and supply chain planning documentation showing how process steps, workflow, roles, resources, capacity, scheduling, logistics, facilities layout, quality expectations, sustainability considerations, monitoring points, issues, and follow-up are organized. this Artifact Element record is designed to evidence operations management understanding, supply chain awareness, capacity and logistics coordination, quality monitoring, systems awareness, and delivery follow-through.

Minimum characteristics: - Identifies the operation, process, service activity, event, workflow, production activity, logistics activity, supply chain activity, facilities activity, or service delivery purpose being supported. - Identifies the sequence of operational steps, process stages, workflow activities, supply chain flow, service delivery steps, logistics steps, handoffs, movement/storage points, procedure elements, or facilities flow. - Identifies relevant workers, contributors, volunteers, teams, supervisors, committees, clients, customers, members, users, partners, suppliers, service providers, logistics contributors, or responsible parties. - Identifies people, materials, equipment, time, space, systems, budget, capacity, schedule, staffing, volunteers, workload, demand assumptions, forecasting assumptions, utilization concerns, or other resources required. - Identifies sustainable supply chain parameters, logistics needs, facilities layout factors, movement or storage considerations, waste reduction opportunities, resource stewardship, accessibility, safety, resilience, continuity, or environmental/social considerations. - Identifies quality expectations, service standards, consistency requirements, Total Quality Management considerations, Six Sigma-style variation or defect awareness, lean flow, waste, rework, standardization needs, accessibility considerations, safety touchpoints, compliance touchpoints, customer/client/member expectations, or delivery requirements. - Identifies the checklists, records, status indicators, service data, quality checks, defect/error records, issue logs, demand indicators, capacity indicators, throughput measures, wait times, feedback, observations, or monitoring information used. - Identifies operational issues, supply chain disruptions, logistics constraints, layout issues, risks, constraints, bottlenecks, delays, rework, waste, variation, resource gaps, handoff issues, capacity constraints, sustainability concerns, or unresolved issues. - Identifies the operational action pathway, corrective action, lean improvement, quality response, capacity adjustment, logistics adjustment, layout improvement, issue response, follow-up, escalation, review point, or next step. - Explains how information, tasks, responsibilities, monitoring results, quality issues, logistics needs, supply chain information, capacity issues, layout considerations, or follow-up actions will be communicated or coordinated. - Describes the contributor’s role in preparing, organizing, coordinating, monitoring, updating, communicating, responding, improving, or using the operations documentation.

Workplace example

A workplace process map, operational workflow tracker, supply chain flow note, service delivery plan, logistics plan, capacity plan, facilities layout note, shift or schedule coordination sheet, quality checklist, standard operating procedure support document, resource plan, issue log, performance tracker, improvement action register, or operational follow-up register. The artifact must show the operational objective, process or workflow, supply chain or service flow, stakeholders or roles, resources, capacity, logistics or layout factors, quality expectations, monitoring points, issues or constraints, sustainability considerations where relevant, and follow-up logic.

Civic/community example

A civic/community process map, event workflow tracker, service delivery plan, logistics plan, volunteer capacity plan, facilities layout note, volunteer schedule coordination sheet, quality checklist, procedure support document, resource plan, issue log, participation tracker, improvement action register, or operational follow-up register. The artifact must show the operational objective, process or workflow, supply chain or service flow, stakeholders or roles, resources, capacity, logistics or layout factors, quality expectations, monitoring points, issues or constraints, sustainability considerations where relevant, and follow-up logic.

Experience Context

  • Autonomy: Apply — Frames and develops the artifact independently within agreed authority, seeking direction for material exceptions.
  • Complexity: Apply — Integrates ambiguous or competing information, constraints, and implications to produce a defensible output.
  • Contribution scope: Assist — Produces a usable output that supports another person’s planning, coordination, decision, or action.

Insufficient evidence conditions

  • required characteristics absent
  • role cannot be attributed
  • no credible situated use
  • required validation missing

Assessment Components

AC005 — Artifact Authenticity Declaration

Redo (R): Artifact Authenticity Declaration is missing when yes or does not credibly confirms that the contributor produced or materially contributed to the artifact submitted for the Training Unit.; the Artifact Element therefore does not yet provide sufficient, attributable evidence of the reposited purpose.

Pass (P): Artifact Authenticity Declaration is present when yes, attributable to an eligible validator, and credibly confirms that the contributor produced or materially contributed to the artifact submitted for the Training Unit.; together with the Artifact Element it supports the reposited purpose: Captures structured operations and supply chain planning documentation showing how process steps, workflow, roles, resources, capacity, scheduling, logistics, facilities layout, quality expectations, sustainability considerations, monitoring points, issues, and follow-up are organized. this Artifact Element record is designed to evidence operations management understanding, supply chain awareness, capacity and logistics coordination, quality monitoring, systems awareness, and delivery follow-through.

Distinction (D): Not reposited — optional LMO decision. Distinction is unavailable for this component unless the LMO authors and approves a D criterion.

AC003 — Host Organization Confirmation

Redo (R): Host Organization Confirmation is missing when conditional or does not credibly confirms that the artifact relates to a genuine operations, supply chain, logistics, service delivery, event, quality, or improvement context and that the contributor had a legitimate role in producing, supporting, coordinating, monitoring, updating, or using the artifact.; the Artifact Element therefore does not yet provide sufficient, attributable evidence of the reposited purpose.

Pass (P): Host Organization Confirmation is present when conditional, attributable to an eligible validator, and credibly confirms that the artifact relates to a genuine operations, supply chain, logistics, service delivery, event, quality, or improvement context and that the contributor had a legitimate role in producing, supporting, coordinating, monitoring, updating, or using the artifact.; together with the Artifact Element it supports the reposited purpose: Captures structured operations and supply chain planning documentation showing how process steps, workflow, roles, resources, capacity, scheduling, logistics, facilities layout, quality expectations, sustainability considerations, monitoring points, issues, and follow-up are organized. this Artifact Element record is designed to evidence operations management understanding, supply chain awareness, capacity and logistics coordination, quality monitoring, systems awareness, and delivery follow-through.

Distinction (D): Not reposited — optional LMO decision. Distinction is unavailable for this component unless the LMO authors and approves a D criterion.

AC006 — Source Data / Record Confirmation

Redo (R): Source Data / Record Confirmation is missing when conditional or does not credibly confirms that the artifact draws from appropriate records, source documents, operational data, supply chain information, service information, logistics information, capacity information, quality checks, issue logs, schedules, feedback, or monitoring information where such inputs are not public or self-generated.; the Artifact Element therefore does not yet provide sufficient, attributable evidence of the reposited purpose.

Pass (P): Source Data / Record Confirmation is present when conditional, attributable to an eligible validator, and credibly confirms that the artifact draws from appropriate records, source documents, operational data, supply chain information, service information, logistics information, capacity information, quality checks, issue logs, schedules, feedback, or monitoring information where such inputs are not public or self-generated.; together with the Artifact Element it supports the reposited purpose: Captures structured operations and supply chain planning documentation showing how process steps, workflow, roles, resources, capacity, scheduling, logistics, facilities layout, quality expectations, sustainability considerations, monitoring points, issues, and follow-up are organized. this Artifact Element record is designed to evidence operations management understanding, supply chain awareness, capacity and logistics coordination, quality monitoring, systems awareness, and delivery follow-through.

Distinction (D): Not reposited — optional LMO decision. Distinction is unavailable for this component unless the LMO authors and approves a D criterion.

AC007 — Peer / Team Corroboration

Redo (R): Peer / Team Corroboration is missing when conditional or does not credibly confirms contribution in collaborative operations, supply chain, service delivery, event, logistics, quality, facilities, or improvement contexts where the artifact was produced by, informed by, or used within a team, committee, working group, or coordinated activity.; the Artifact Element therefore does not yet provide sufficient, attributable evidence of the reposited purpose.

Pass (P): Peer / Team Corroboration is present when conditional, attributable to an eligible validator, and credibly confirms contribution in collaborative operations, supply chain, service delivery, event, logistics, quality, facilities, or improvement contexts where the artifact was produced by, informed by, or used within a team, committee, working group, or coordinated activity.; together with the Artifact Element it supports the reposited purpose: Captures structured operations and supply chain planning documentation showing how process steps, workflow, roles, resources, capacity, scheduling, logistics, facilities layout, quality expectations, sustainability considerations, monitoring points, issues, and follow-up are organized. this Artifact Element record is designed to evidence operations management understanding, supply chain awareness, capacity and logistics coordination, quality monitoring, systems awareness, and delivery follow-through.

Distinction (D): Not reposited — optional LMO decision. Distinction is unavailable for this component unless the LMO authors and approves a D criterion.

Artifact Element 2

AE006 — Journal or Logbook Entries

Evidentiary purpose: Captures structured operational practice entries showing repeated observation, monitoring, quality issue response, lean or continuous improvement activity, capacity or logistics adjustment, sustainability consideration, and follow-up across operational delivery contexts. this Artifact Element record is designed to evidence professional judgment, operational evidence use, quality and improvement reasoning, responsiveness to wider implications, and practice-based follow-through over time.

Minimum characteristics: - Identifies the workplace or civic/community setting, operation or service context, time period covered, contributor role, and purpose of the log. - Includes at least three dated entries or clearly separated operational entries. Each entry identifies the relevant shift, event, process, service activity, task, issue, monitoring point, logistics context, capacity issue, quality issue, supply chain issue, layout issue, sustainability issue, or delivery context. - Records operational evidence, service observations, feedback, issue information, quality data, waste, variation, defect/error information, capacity information, logistics information, forecast/demand information, layout observations, sustainability observations, performance indicators, workflow information, or monitoring results. - Explains what the evidence or observation suggests about workflow, quality, resource use, service delivery, supply chain continuity, logistics, capacity, facilities layout, waste, variation, safety, stakeholder experience, or improvement needs. - Describes what the contributor did, communicated, coordinated, standardized, adjusted, escalated, monitored, documented, or followed up on in response to the operational condition. - Summarizes what changed, what was clarified, what improved, what remained unresolved, what follow-up was required, what adjustment was made, or what monitoring continued. - Identifies relevant operational, human, service, safety, quality, financial, stakeholder, legal, accessibility, environmental, supply chain, logistics, sustainability, or community implications where applicable. - Demonstrates that the entries remain responsible, transparent, role-appropriate, evidence-informed, respectful, and bounded within the contributor’s actual authority. - Summarizes the pattern or development across entries, including recurring operational issues, quality trends, waste or variation patterns, workflow adjustments, service delivery insights, resource implications, capacity patterns, logistics patterns, layout patterns, sustainability considerations, or improvement outcomes. - Describes the contributor’s role in observing, participating, documenting, communicating, coordinating, responding, monitoring, improving, or following up.

Workplace example

A workplace operational improvement log, quality observation log, issue response log, lean improvement log, service delivery reflection log, workflow improvement journal, shift/service follow-up log, customer/client feedback response log, capacity adjustment log, logistics follow-up log, sustainability observation log, or operations practice log. The artifact must include multiple dated entries showing operational evidence, interpretation, action, result, and follow-up.

Civic/community example

A civic/community operational improvement log, event quality observation log, issue response log, lean improvement log, service delivery reflection log, volunteer coordination follow-up log, community feedback response log, event/service improvement journal, capacity adjustment log, logistics follow-up log, sustainability observation log, or operations practice log. The artifact must include multiple dated entries showing operational evidence, interpretation, action, result, and follow-up.

Experience Context

  • Autonomy: Follow — Develops the artifact using an established approach with regular direction and review.
  • Complexity: Follow — Works with familiar information and a defined situation; direct reproduction without situated interpretation is insufficient.
  • Contribution scope: Follow — Produces an output that is used within an assigned task or immediate contribution activity.

Insufficient evidence conditions

  • required characteristics absent
  • role cannot be attributed
  • no credible situated use
  • required validation missing

Assessment Components

AC005 — Artifact Authenticity Declaration

Redo (R): Artifact Authenticity Declaration is missing when yes or does not credibly confirms that the contributor produced or materially contributed to the artifact submitted for the Training Unit.; the Artifact Element therefore does not yet provide sufficient, attributable evidence of the reposited purpose.

Pass (P): Artifact Authenticity Declaration is present when yes, attributable to an eligible validator, and credibly confirms that the contributor produced or materially contributed to the artifact submitted for the Training Unit.; together with the Artifact Element it supports the reposited purpose: Captures structured operational practice entries showing repeated observation, monitoring, quality issue response, lean or continuous improvement activity, capacity or logistics adjustment, sustainability consideration, and follow-up across operational delivery contexts. this Artifact Element record is designed to evidence professional judgment, operational evidence use, quality and improvement reasoning, responsiveness to wider implications, and practice-based follow-through over time.

Distinction (D): Not reposited — optional LMO decision. Distinction is unavailable for this component unless the LMO authors and approves a D criterion.

AC003 — Host Organization Confirmation

Redo (R): Host Organization Confirmation is missing when conditional or does not credibly confirms that the log relates to a genuine operations, supply chain, logistics, service delivery, event, quality, facilities, capacity, or improvement context and that the contributor had a legitimate role in observing, participating, supporting, coordinating, monitoring, responding, or following up within that context.; the Artifact Element therefore does not yet provide sufficient, attributable evidence of the reposited purpose.

Pass (P): Host Organization Confirmation is present when conditional, attributable to an eligible validator, and credibly confirms that the log relates to a genuine operations, supply chain, logistics, service delivery, event, quality, facilities, capacity, or improvement context and that the contributor had a legitimate role in observing, participating, supporting, coordinating, monitoring, responding, or following up within that context.; together with the Artifact Element it supports the reposited purpose: Captures structured operational practice entries showing repeated observation, monitoring, quality issue response, lean or continuous improvement activity, capacity or logistics adjustment, sustainability consideration, and follow-up across operational delivery contexts. this Artifact Element record is designed to evidence professional judgment, operational evidence use, quality and improvement reasoning, responsiveness to wider implications, and practice-based follow-through over time.

Distinction (D): Not reposited — optional LMO decision. Distinction is unavailable for this component unless the LMO authors and approves a D criterion.

AC006 — Source Data / Record Confirmation

Redo (R): Source Data / Record Confirmation is missing when conditional or does not credibly confirms that the log draws from appropriate operational records, supply chain information, logistics information, service records, issue logs, quality checks, feedback, capacity information, facilities information, monitoring information, or source inputs where such inputs are not public or self-generated.; the Artifact Element therefore does not yet provide sufficient, attributable evidence of the reposited purpose.

Pass (P): Source Data / Record Confirmation is present when conditional, attributable to an eligible validator, and credibly confirms that the log draws from appropriate operational records, supply chain information, logistics information, service records, issue logs, quality checks, feedback, capacity information, facilities information, monitoring information, or source inputs where such inputs are not public or self-generated.; together with the Artifact Element it supports the reposited purpose: Captures structured operational practice entries showing repeated observation, monitoring, quality issue response, lean or continuous improvement activity, capacity or logistics adjustment, sustainability consideration, and follow-up across operational delivery contexts. this Artifact Element record is designed to evidence professional judgment, operational evidence use, quality and improvement reasoning, responsiveness to wider implications, and practice-based follow-through over time.

Distinction (D): Not reposited — optional LMO decision. Distinction is unavailable for this component unless the LMO authors and approves a D criterion.

AC007 — Peer / Team Corroboration

Redo (R): Peer / Team Corroboration is missing when conditional or does not credibly confirms contribution in collaborative operations, supply chain, logistics, service delivery, event, quality, facilities, capacity, or improvement contexts where the log references shared activity, group work, service delivery, team processes, or stakeholder participation.; the Artifact Element therefore does not yet provide sufficient, attributable evidence of the reposited purpose.

Pass (P): Peer / Team Corroboration is present when conditional, attributable to an eligible validator, and credibly confirms contribution in collaborative operations, supply chain, logistics, service delivery, event, quality, facilities, capacity, or improvement contexts where the log references shared activity, group work, service delivery, team processes, or stakeholder participation.; together with the Artifact Element it supports the reposited purpose: Captures structured operational practice entries showing repeated observation, monitoring, quality issue response, lean or continuous improvement activity, capacity or logistics adjustment, sustainability consideration, and follow-up across operational delivery contexts. this Artifact Element record is designed to evidence professional judgment, operational evidence use, quality and improvement reasoning, responsiveness to wider implications, and practice-based follow-through over time.

Distinction (D): Not reposited — optional LMO decision. Distinction is unavailable for this component unless the LMO authors and approves a D criterion.

Completion and result

  • Each Artifact Element is assessed through its own reposited Assessment Components.
  • Each required Assessment Component must achieve at least Pass (P) for its Artifact Element.
  • Both Artifact Elements must achieve Pass (P) or Distinction (D) to complete the Training Unit.
  • Any Redo (R) returns the Training Unit for revision.
  • Distinction is available only when the LMO reposits D criteria, and both Artifact Elements achieve D. D is not assumed or inferred.
  • Formal Assessment Methods are not used at TI or TU level; they are reserved for EPA/EA.

Your submission must include

  1. Artifact Element 1 — the artifact file and a short explanation of its context, your role, and how it was used.
  2. Artifact Element 2 — the artifact file and a short explanation of its context, your role, and how it was used.
  3. Contribution context — select pre-service or in-practice.
  4. Organization evaluator details — required for an in-practice submission.
  5. Artifact Authenticity Declaration (AC005) — required.

Both artifacts must arise naturally from workplace or civic/community contribution. Each artifact is assessed directly against its own Redo (R), Pass (P), and optional Distinction (D) criteria. Both must achieve P or D. If either receives R, the application is returned for revision and resubmission.

This TU application does not require a STARR Reflection or Contribution Witness Statement as separately graded Assessment Components.


Please use the format: X0X 0X0 (ANA NAN)
### Artifact Element 1 — AE003 — Project Documentation #### Evidentiary purpose Captures structured operations and supply chain planning documentation showing how process steps, workflow, roles, resources, capacity, scheduling, logistics, facilities layout, quality expectations, sustainability considerations, monitoring points, issues, and follow-up are organized. this Artifact Element record is designed to evidence operations management understanding, supply chain awareness, capacity and logistics coordination, quality monitoring, systems awareness, and delivery follow-through. #### Minimum characteristics - Identifies the operation, process, service activity, event, workflow, production activity, logistics activity, supply chain activity, facilities activity, or service delivery purpose being supported. - Identifies the sequence of operational steps, process stages, workflow activities, supply chain flow, service delivery steps, logistics steps, handoffs, movement/storage points, procedure elements, or facilities flow. - Identifies relevant workers, contributors, volunteers, teams, supervisors, committees, clients, customers, members, users, partners, suppliers, service providers, logistics contributors, or responsible parties. - Identifies people, materials, equipment, time, space, systems, budget, capacity, schedule, staffing, volunteers, workload, demand assumptions, forecasting assumptions, utilization concerns, or other resources required. - Identifies sustainable supply chain parameters, logistics needs, facilities layout factors, movement or storage considerations, waste reduction opportunities, resource stewardship, accessibility, safety, resilience, continuity, or environmental/social considerations. - Identifies quality expectations, service standards, consistency requirements, Total Quality Management considerations, Six Sigma-style variation or defect awareness, lean flow, waste, rework, standardization needs, accessibility considerations, safety touchpoints, compliance touchpoints, customer/client/member expectations, or delivery requirements. - Identifies the checklists, records, status indicators, service data, quality checks, defect/error records, issue logs, demand indicators, capacity indicators, throughput measures, wait times, feedback, observations, or monitoring information used. - Identifies operational issues, supply chain disruptions, logistics constraints, layout issues, risks, constraints, bottlenecks, delays, rework, waste, variation, resource gaps, handoff issues, capacity constraints, sustainability concerns, or unresolved issues. - Identifies the operational action pathway, corrective action, lean improvement, quality response, capacity adjustment, logistics adjustment, layout improvement, issue response, follow-up, escalation, review point, or next step. - Explains how information, tasks, responsibilities, monitoring results, quality issues, logistics needs, supply chain information, capacity issues, layout considerations, or follow-up actions will be communicated or coordinated. - Describes the contributor’s role in preparing, organizing, coordinating, monitoring, updating, communicating, responding, improving, or using the operations documentation. #### Acceptable examples - **Workplace:** A workplace process map, operational workflow tracker, supply chain flow note, service delivery plan, logistics plan, capacity plan, facilities layout note, shift or schedule coordination sheet, quality checklist, standard operating procedure support document, resource plan, issue log, performance tracker, improvement action register, or operational follow-up register. The artifact must show the operational objective, process or workflow, supply chain or service flow, stakeholders or roles, resources, capacity, logistics or layout factors, quality expectations, monitoring points, issues or constraints, sustainability considerations where relevant, and follow-up logic. - **Civic/community:** A civic/community process map, event workflow tracker, service delivery plan, logistics plan, volunteer capacity plan, facilities layout note, volunteer schedule coordination sheet, quality checklist, procedure support document, resource plan, issue log, participation tracker, improvement action register, or operational follow-up register. The artifact must show the operational objective, process or workflow, supply chain or service flow, stakeholders or roles, resources, capacity, logistics or layout factors, quality expectations, monitoring points, issues or constraints, sustainability considerations where relevant, and follow-up logic. #### Required Experience Context - **Autonomy 3 — Apply:** Frames and develops the artifact independently within agreed authority, seeking direction for material exceptions. - **Complexity 3 — Apply:** Integrates ambiguous or competing information, constraints, and implications to produce a defensible output. - **Contribution scope 2 — Assist:** Produces a usable output that supports another person’s planning, coordination, decision, or action.
### Artifact Element 1 — AE003 — Project Documentation — Assessment #### Assessment criteria - **Redo (R):** R — The Artifact Element is incomplete, cannot be reliably attributed to the contributor, lacks credible situated use, omits one or more minimum characteristics, falls below a required Experience Context condition, or does not provide substantial evidence of its reposited purpose: Captures structured operations and supply chain planning documentation showing how process steps, workflow, roles, resources, capacity, scheduling, logistics, facilities layout, quality expectations, sustainability considerations, monitoring points, issues, and follow-up are organized. this Artifact Element record is designed to evidence operations management understanding, supply chain awareness, capacity and logistics coordination, quality monitoring, systems awareness, and delivery follow-through. - **Pass (P):** P — The Artifact Element is attributable to the contributor, arose through a credible workplace or civic/community contribution, meets all minimum characteristics and required Experience Context conditions, and provides substantial evidence of its reposited purpose: Captures structured operations and supply chain planning documentation showing how process steps, workflow, roles, resources, capacity, scheduling, logistics, facilities layout, quality expectations, sustainability considerations, monitoring points, issues, and follow-up are organized. this Artifact Element record is designed to evidence operations management understanding, supply chain awareness, capacity and logistics coordination, quality monitoring, systems awareness, and delivery follow-through. - **Distinction (D, optional):** Not reposited. Distinction is unavailable for this Artifact Element. #### Attestations - **AC005 — Artifact Authenticity Declaration** — Required - **AC003 — Host Organization Confirmation** — Conditional - **AC006 — Source Data / Record Confirmation** — Conditional - **AC007 — Contribution Use or Impact Confirmation** — Conditional #### Insufficient evidence includes - required characteristics absent - role cannot be attributed - no credible situated use - required validation missing
Upload Artifact Element 1 — AE003 — Project Documentation
Describe the setting, your role, the purpose of the artifact, how it was used, and the people or decision it supported.
### Artifact Element 2 — AE006 — Journal or Logbook Entries #### Evidentiary purpose Captures structured operational practice entries showing repeated observation, monitoring, quality issue response, lean or continuous improvement activity, capacity or logistics adjustment, sustainability consideration, and follow-up across operational delivery contexts. this Artifact Element record is designed to evidence professional judgment, operational evidence use, quality and improvement reasoning, responsiveness to wider implications, and practice-based follow-through over time. #### Minimum characteristics - Identifies the workplace or civic/community setting, operation or service context, time period covered, contributor role, and purpose of the log. - Includes at least three dated entries or clearly separated operational entries. Each entry identifies the relevant shift, event, process, service activity, task, issue, monitoring point, logistics context, capacity issue, quality issue, supply chain issue, layout issue, sustainability issue, or delivery context. - Records operational evidence, service observations, feedback, issue information, quality data, waste, variation, defect/error information, capacity information, logistics information, forecast/demand information, layout observations, sustainability observations, performance indicators, workflow information, or monitoring results. - Explains what the evidence or observation suggests about workflow, quality, resource use, service delivery, supply chain continuity, logistics, capacity, facilities layout, waste, variation, safety, stakeholder experience, or improvement needs. - Describes what the contributor did, communicated, coordinated, standardized, adjusted, escalated, monitored, documented, or followed up on in response to the operational condition. - Summarizes what changed, what was clarified, what improved, what remained unresolved, what follow-up was required, what adjustment was made, or what monitoring continued. - Identifies relevant operational, human, service, safety, quality, financial, stakeholder, legal, accessibility, environmental, supply chain, logistics, sustainability, or community implications where applicable. - Demonstrates that the entries remain responsible, transparent, role-appropriate, evidence-informed, respectful, and bounded within the contributor’s actual authority. - Summarizes the pattern or development across entries, including recurring operational issues, quality trends, waste or variation patterns, workflow adjustments, service delivery insights, resource implications, capacity patterns, logistics patterns, layout patterns, sustainability considerations, or improvement outcomes. - Describes the contributor’s role in observing, participating, documenting, communicating, coordinating, responding, monitoring, improving, or following up. #### Acceptable examples - **Workplace:** A workplace operational improvement log, quality observation log, issue response log, lean improvement log, service delivery reflection log, workflow improvement journal, shift/service follow-up log, customer/client feedback response log, capacity adjustment log, logistics follow-up log, sustainability observation log, or operations practice log. The artifact must include multiple dated entries showing operational evidence, interpretation, action, result, and follow-up. - **Civic/community:** A civic/community operational improvement log, event quality observation log, issue response log, lean improvement log, service delivery reflection log, volunteer coordination follow-up log, community feedback response log, event/service improvement journal, capacity adjustment log, logistics follow-up log, sustainability observation log, or operations practice log. The artifact must include multiple dated entries showing operational evidence, interpretation, action, result, and follow-up. #### Required Experience Context - **Autonomy 1 — Follow:** Develops the artifact using an established approach with regular direction and review. - **Complexity 1 — Follow:** Works with familiar information and a defined situation; direct reproduction without situated interpretation is insufficient. - **Contribution scope 1 — Follow:** Produces an output that is used within an assigned task or immediate contribution activity.
### Artifact Element 2 — AE006 — Journal or Logbook Entries — Assessment #### Assessment criteria - **Redo (R):** R — The Artifact Element is incomplete, cannot be reliably attributed to the contributor, lacks credible situated use, omits one or more minimum characteristics, falls below a required Experience Context condition, or does not provide substantial evidence of its reposited purpose: Captures structured operational practice entries showing repeated observation, monitoring, quality issue response, lean or continuous improvement activity, capacity or logistics adjustment, sustainability consideration, and follow-up across operational delivery contexts. this Artifact Element record is designed to evidence professional judgment, operational evidence use, quality and improvement reasoning, responsiveness to wider implications, and practice-based follow-through over time. - **Pass (P):** P — The Artifact Element is attributable to the contributor, arose through a credible workplace or civic/community contribution, meets all minimum characteristics and required Experience Context conditions, and provides substantial evidence of its reposited purpose: Captures structured operational practice entries showing repeated observation, monitoring, quality issue response, lean or continuous improvement activity, capacity or logistics adjustment, sustainability consideration, and follow-up across operational delivery contexts. this Artifact Element record is designed to evidence professional judgment, operational evidence use, quality and improvement reasoning, responsiveness to wider implications, and practice-based follow-through over time. - **Distinction (D, optional):** Not reposited. Distinction is unavailable for this Artifact Element. #### Attestations - **AC005 — Artifact Authenticity Declaration** — Required - **AC003 — Host Organization Confirmation** — Conditional - **AC006 — Source Data / Record Confirmation** — Conditional - **AC007 — Contribution Use or Impact Confirmation** — Conditional #### Insufficient evidence includes - required characteristics absent - role cannot be attributed - no credible situated use - required validation missing
Upload Artifact Element 2 — AE006 — Journal or Logbook Entries
Describe the setting, your role, the purpose of the artifact, how it was used, and the people or decision it supported.
Full name of the authorized organization evaluator
Work email address of the authorized organization evaluator
Role, organization, and relationship to the contributor
### Completion decision - **Redo (R):** Any R on either Artifact Element returns the Training Unit for redo. - **Pass (P):** Both Artifact Elements achieve P or D and all required attestations are complete. - **Distinction (D):** Both Artifact Elements achieve D against approved LMO-reposited D criteria. AC003–AC007 are attestations. They confirm authenticity, context, domain, source, or use as applicable; they are not graded and do not own R, P, or D criteria. No formal Assessment Method is attached at TI or TU level.
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