Unit of competency details

TAEDEL402A - Plan, organise and facilitate learning in the workplace (Release 1)


Usage recommendation:
Supersedes and is equivalent to TAADEL403B - Facilitate individual learningUnits merged and content re-written 17/Jul/2008
Is superseded by and equivalent to TAEDEL402 - Plan, organise and facilitate learning in the workplaceUpdated to meet Standards for Training Packages. 05/Apr/2016

ReleaseRelease date
1 1 (this release) 18/Jul/2008

Training packages that include this unit

CodeSort Table listing Training packages that include this unit by the Code columnTitleSort Table listing Training packages that include this unit by the Title columnRelease
MEA11 - Aeroskills Training PackageAeroskills Training Package 1.0-2.0 
ACM10 - Animal Care and ManagementAnimal Care and Management 2.0,3.0 
ICP - Printing and Graphic ArtsPrinting and Graphic Arts 1.0-3.0 
CHC - Community ServicesCommunity Services 2.0-9.3 
ICP10 - Printing and Graphic ArtsPrinting and Graphic Arts 2.0-2.1 
FPI11 - Forest and Forest Products Training PackageForest and Forest Products Training Package 1.0-2.3 
AVI - Aviation Training PackageAviation Training Package 3.0-4.0 
FNS10 - Financial Services Training PackageFinancial Services Training Package 1.0-5.1 
MEA - Aeroskills Training PackageAeroskills Training Package 1.0-1.4 
CPC08 - Construction, Plumbing and Services Training PackageConstruction, Plumbing and Services Training Package 6.0-9.2 
MSF - Furnishing Training PackageFurnishing Training Package 1.0-2.0 
CPP07 - Property Services Training PackageProperty Services Training Package 10.0-14.3 
SIH11 - Hairdressing Training PackageHairdressing Training Package 1.0-2.0 
NWP - National Water Training PackageNational Water Training Package 1.0 
FNS - Financial Services Training PackageFinancial Services Training Package 1.0-2.1 
FPP10 - Pulp & Paper Manufacturing Industry Training PackagePulp & Paper Manufacturing Industry Training Package 1.0-1.3 
CHC08 - Community Services Training PackageCommunity Services Training Package 3.0-4.2 
DEF - Defence Training PackageDefence Training Package 1.0-2.0 
FPI05 - Forest and Forest Products Training PackageForest and Forest Products Training Package 3.0 
PUA12 - Public Safety Training PackagePublic Safety Training Package 2.0-2.1 
SIB10 - Beauty Training PackageBeauty Training Package 1.1-1.2 
SHB - Hairdressing and Beauty Services Training PackageHairdressing and Beauty Services Training Package 2.0-4.1 
TAE10 - Training and EducationTraining and Education 1.0-3.4 
DEF12 - Defence Training PackageDefence Training Package 2.0 
BSB - Business Services Training PackageBusiness Services Training Package 1.0-2.0 
AVI08 - Aviation Training PackageAviation Training Package 3.0-5.0 
SFI11 - Seafood Industry Training PackageSeafood Industry Training Package 1.0-2.2 
LMT07 - Textiles, Clothing and Footwear Training PackageTextiles, Clothing and Footwear Training Package 3.1-4.1 
HLT07 - Health Training PackageHealth Training Package 4.0-5.1 
HLT - HealthHealth 1.0-9.2 
SIR07 - Retail Services Training PackageRetail Services Training Package 3.0-3.3 

Qualifications that include this unit

CodeSort Table listing Qualifications that include this unit by the Code columnTitleSort Table listing Qualifications that include this unit by the Title columnUsage RecommendationRelease
CHC52212 - Diploma of Community Services CoordinationDiploma of Community Services CoordinationSuperseded
FNS51915 - Diploma of Personal Injury and Disability Insurance ManagementDiploma of Personal Injury and Disability Insurance ManagementSuperseded
FNS50315 - Diploma of Finance and Mortgage Broking ManagementDiploma of Finance and Mortgage Broking ManagementSuperseded1-3 
SHB40216 - Certificate IV in HairdressingCertificate IV in HairdressingCurrent
ICP40710 - Certificate IV in Printing and Graphic Arts (Process Leadership)Certificate IV in Printing and Graphic Arts (Process Leadership)Deleted
CPC40808 - Certificate IV in Swimming Pool and Spa BuildingCertificate IV in Swimming Pool and Spa BuildingSuperseded1-4 
HLT47515 - Certificate IV in Operating Theatre Technical SupportCertificate IV in Operating Theatre Technical SupportCurrent1-4 
CHC42215 - Certificate IV in Social HousingCertificate IV in Social HousingSuperseded1-2 
HLT41812 - Certificate IV in PathologyCertificate IV in PathologyDeleted1-2 
SIR40212 - Certificate IV in Retail ManagementCertificate IV in Retail ManagementSuperseded1-2 
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Accredited courses that have this unit in the completion mapping

CodeSort Table listing Accredited courses that have this unit in the completion mapping by the Code columnTitleSort Table listing Accredited courses that have this unit in the completion mapping by the Title columnStatus
22218VIC - Certificate III in Mumgu-dhal tyama-tiytCertificate III in Mumgu-dhal tyama-tiyt Non-Current
22153VIC - Certificate IV in Business (Operations Management)Certificate IV in Business (Operations Management) Non-Current
22205VIC - Diploma of Christian Leadership CoachingDiploma of Christian Leadership Coaching Non-Current
10050NAT - Diploma of Health Technology (Prosthetics and Orthotics) (Rehabilitation Engineering)Diploma of Health Technology (Prosthetics and Orthotics) (Rehabilitation Engineering) Non-Current
10571NAT - Certificate IV in Workplace MentoringCertificate IV in Workplace Mentoring Non-Current
10346NAT - Certificate IV in Reiki Treatment PracticeCertificate IV in Reiki Treatment Practice Non-Current
10535NAT - Certificate IV in Workplace and Business CoachingCertificate IV in Workplace and Business Coaching Non-Current
22174VIC - Certificate IV in Workplace and Business CoachingCertificate IV in Workplace and Business Coaching Non-Current


SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 070109 Teacher Education: Vocational Education And Training  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 070109 Teacher Education: Vocational Education And Training  31/May/2010 
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Modification History

Not applicable.

Unit Descriptor

Unit descriptor 

This unit describes the performance outcomes, skills and knowledge required to plan, organise and facilitate learning for individuals in a workplace.

Application of the Unit

Application of the unit 

This unit typically applies to a person working as an entry level trainer, teacher or facilitator, team leader or workplace supervisor, or any employee responsible for guiding learning through work.

Licensing/Regulatory Information

Not applicable.


Prerequisite units 

Employability Skills Information

Employability skills 

This unit contains employability skills.

Elements and Performance Criteria Pre-Content

Elements describe the essential outcomes of a unit of competency.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide.

Elements and Performance Criteria



1. Establish effective work environment for learning

1.1. Establish and agree upon objectives and scope of the work-based learning

1.2. Analyse work practices and routines to determine their effectiveness in meeting established learning objectives

1.3. Identify and address OHS implications  of using work as the basis for learning

2. Develop a work-based learning pathway

2.1. Address contractual requirements  and responsibilities for learning at work

2.2. Arrange for integration and monitoring of external learning activities with the work -based learning pathway 

2.3. Obtain agreement from relevant personnel to implement the work-based learning pathway

3. Establish the learning-facilitation relationship

3.1. Identify context for learning and individual's learning style

3.2. Select appropriate technique or process to facilitate learning and explain the basis of the technique to learner

3.3. Develop, document and discuss individualised learning plan  with learner

3.4. Access, read and interpret documentation outlining the OHS responsibilities of the various parties in the learning environment

3.5. Monitor supervisory arrangements appropriate to learner's levels of knowledge, skill and experience to provide support and encouragement and ensure learner's health and safety

4. Implement work-based learning pathway

4.1. Sequence introduction of workplace tasks, activities and processes to reflect the agreed work-based learning pathway

4.2. Explain objectives of work-based learning and the processes involved to learner

4.3. Encourage learner to take responsibility for learning and to self-reflect

4.4. Develop techniques that facilitate learner's transfer of skills and knowledge

5. Maintain and develop the learning/facilitation relationship

5.1. Prepare for each session

5.2. Structure learning activities to support and reinforce new learning, build on strengths, and identify areas for further development

5.3. Observe learner cues and change approaches where necessary to maintain momentum

5.4. Practise ethical behaviour  at all times

5.5. Monitor effectiveness of the learning/facilitation relationship through regular meetings between the parties

6. Close and evaluate the learning/facilitation relationship

6.1. Carry out the closure smoothly, using appropriate interpersonal and communication skills

6.2. Seek feedback from learner on the outcomes achieved and value of the relationship

6.3. Evaluate and document process, including impact , self evaluation and reflection , and file according to legal and organisational requirements

7. Monitor and review the effectiveness of the work-based learning pathway

7.1. Document work performance and learning achievement and keep records according to organisational requirements

7.2. Evaluate effectiveness of the work-based pathway against the objectives, processes and techniques used

7.3. Recommend improvements to work-based practice in light of the review process

Required Skills and Knowledge


This section describes the skills and knowledge required for this unit.

Required skills 

  • oral communication and language skills to:
  • motivate the learner
  • transfer skills and knowledge
  • interpersonal skills to maintain appropriate relationships
  • observation skills to monitor individual progress
  • literacy skills to:
  • read and interpret organisational documents, legal documents and contracts
  • complete and maintain documentation
  • organisational skills to provide guidance and feedback to individuals
  • communication skills, including:
  • using effective verbal and non-verbal language
  • using critical listening and questioning techniques
  • giving constructive and supportive feedback
  • assisting learners to paraphrase advice or instructions back to the trainer/facilitator
  • providing clear and concrete options and advice
  • using appropriate industry/profession terminology and language
  • ensuring language, literacy and numeracy used is appropriate to learners

Required knowledge 

  • systems, processes and practices within the organisation where work-based learning is taking place
  • operational demands of the work and impact of changes on work roles
  • organisational work culture, including industrial relations environment
  • systems for identifying skill needs
  • introductory knowledge of different learning styles and how to encourage learning in each, for example:
  • visual learners
  • audio learners
  • kinaesthetic learners
  • theoretical learners
  • relevant policy, legislation, codes of practice and national standards that may affect training and assessment in the vocational education and training sector
  • OHS relating to the work role, including:
  • hazards relating to the industry and specific workplace
  • reporting requirements for hazards and incidents
  • specific procedures for work tasks
  • safe use and maintenance of relevant equipment
  • emergency procedures
  • sources of OHS information

Evidence Guide


The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment 

Assessment must address the scope of this unit and reflect all components of the unit. Arange of appropriate assessment methods and evidence-gathering techniques must be used to determine competency. A judgement of competency should only be made when the assessor is confident that the required outcomes of the unit have been achieved and that consistent performance has been demonstrated.

Critical aspects for assessment and evidence required to demonstrate competency in this unit 

Evidence of the ability to:

  • prepare and facilitate work-based learning
  • provide evidence of a minimum of two examples of developing work-based learning pathways, that include:
  • identifying needs for learning
  • analysing work practices, work environment and work activities
  • organising and allocating work in a way that reflects learning needs and provides effective learning opportunities through work processes
  • provide a minimum of two examples of a learning facilitation relationship being conducted:
  • with different individuals
  • demonstrating communication skills and flexibility
  • demonstrating one or more of the processes or techniques identified.

Context of and specific resources for assessment 

Evidence must be gathered in the workplace wherever possible. Where no workplace is available, a simulated workplace must be provided.

Assessment must ensure access to information about work activities.

Method of assessment 

Guidance information for assessment 

For further information about assessment of this and other TAE units, refer to relevant implementation guidance published on the IBSA website (www.ibsa.org.au).

Range Statement


The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

OHS implications  may include:

  • OHS obligations
  • workplace OHS policies and procedures
  • ensuring work practices, routines and proposed changes do not pose a risk to learners and others.

Contractual requirements  may include:

  • training plans under apprenticeships/traineeships
  • requirements of government-funded training programs, such as Workplace English Language and Literacy (WELL).

Work -based learning pathway  may include:

  • identifying specific goals for work-based learning
  • identifying job tasks or activities to be included in learning process
  • appropriate sequencing of job tasks/activities to reflect learner incremental development
  • direct guidance and modelling from experienced co-workers and experts
  • opportunities for practice.

Individualised learning plan  may include:

  • information about individual's learning style, learner characteristics, and the context for learning
  • clear boundaries and expectations of the learning/facilitation relationship
  • documented equity or additional support needs for the learner
  • performance benchmarks to be achieved
  • activities and processes which together will achieve the benchmarks.

Ethical behaviour  includes:

  • trust
  • integrity
  • privacy and confidentiality of the session
  • following organisational policies
  • knowing own limitations
  • having a range of other intervention referrals ready when needed
  • honesty
  • fairness to others.

Impact  may be:

  • successful achievement, rate of achievement, or lack of achievement of identified goals
  • achievement of other outcomes as a result of the relationship
  • development of new goals
  • new or increased motivation to learn
  • greater capacity to learn
  • increase in learner's self-confidence.

Self -evaluation and reflection  may include:

  • asking critical questions about:
  • own ability
  • what worked or didn't work
  • how the relationship building process could be improved
  • reviewing records and journals on sessions and critically evaluating own performance
  • reviewing feedback from learner and identifying critical aspects and areas for improvement.

Unit Sector(s)

Unit sector 

Delivery and facilitation

Competency field

Competency field 

Co-requisite units

Co-requisite units