Obtain materials required for managing business information

URN: INSBE010
Business Sectors (Suites): Business Enterprise
Developed by: Skills CFA
Approved on: 2022

Overview

This standard is for entrepreneurs who need to obtain materials required for managing business information. It covers monitoring, obtaining and improving the materials needed to provide an up-to-date business information service. The materials may include paper-based reference materials, as well as other sources in digital format.


Performance criteria

You must be able to:

  1. identify the types of information materials required by your customers
  2. review the materials required for managing business information
  3. consult with users of materials on information coverage
  4. collate the requirements for information materials
  5. identify any trends or developments in the dissemination of information materials
  6. identify the resources available for obtaining the information materials
  7. specify the format of information materials for distribution and publication
  8. determine suitable methods to obtain the information materials
  9. comply with procedures for accessing and obtaining information materials
  10. agree realistic time scales and resources for obtaining the information materials
  11. obtain suitable information materials that contribute to the business product or service
  12. identify any problems with obtaining the information materials
  13. record and store the information materials using the appropriate systems
  14. maintain the information materials to meet the customers' requirements
  15. protect information sources from damage and inappropriate use or alteration
  16. agree evaluation criteria to measure the effectiveness of information materials
  17. assess the overall effectiveness of the information materials against the agreed evaluation criteria
  18. identify any aspects of the information materials that could be improved or updated
  19. identify the most appropriate methods for improving the information materials
  20. identify the resources required to implement the improvements
  21. present a clear rationale for the improvements using suitable evidence
  22. consult with all relevant stakeholders on the improvements
  23. record and implement the results of the consultation into your information materials
  24. ensure the information materials and any proposed improvements comply with legislation, codes of practice, guidelines, and ethical requirements

Knowledge and Understanding

You need to know and understand:

Information materials

1.   the types of information materials required for the business product or service

2.   the aspects of the business product or service information materials need to cover

3.   the types of customers using your information materials

4.   the format of information materials

5.   how to obtain details on the use of the information materials

6.   the potential requirements of the information materials

7.   the seasonal or other variations in demand for information materials

8.   how to research the requirements for information materials

9.   the types of trends or developments that might occur to influence an update

10.  how to assess the impact of information and communication technologies on materials

11.  the organisational guidelines, methods and procedures are for accessing and obtaining information materials

12.  the factors might affect the time scales for obtaining information materials

13.  the resources required for obtaining information materials

14.  how to assess the information materials' contribution to the product or service

15.  the types of problem could occur and actions to resolve these

16.  the systems for recording and storing information materials

17.  why it is important to use the organisation's systems

Maintain and improve the use of information materials

18.  how often the information materials should be updated

19.  who should be involved in reviewing the information materials

20.  how to protect different types and formats of information materials

21.  the potential types of damage which could occur to information materials

22.  how information materials could be inappropriately used or altered

23.  the details that can be collected on the effectiveness of the information materials

24.  the aspects of the information materials that should be improved

25.  how to analyse the effectiveness of information materials

26.  the evaluation criteria are for effectiveness of information materials

27.  how to improve and update different types of information materials

28.  what types of improvements and updates could be suggested

29.  the resources for implementation of improvements and updates

30.  why it is important to provide a clear rationale for improvements and updates

31.  what types of evidence may be necessary to support the rationale for improvements and updates

32.  who should be consulted on improvements and updates of information materials

33.  the systems and procedures for recording evaluations, the use of information materials

Relevant legislation and guidance

34.  the relevant national, local, professional, and organisational requirements that relate to equal opportunities, discrimination, health and safety, security, confidentiality, and data protection

35.  why it is important to comply with legal requirements

36.  the consequences are of not complying with legal requirements

37.  where to obtain information on legal requirements


Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

2027

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

CFABI4

Relevant Occupations

Business, Administration and Law, Managers and Senior Officials

SOC Code

2441

Keywords

business, information, enquiries, clients, needs, customers, products, services, identify, questions, presenting, product, success, creative, idea, skills, needs, research, develop, analysing, reporting, results, staff, administering, promoting