Leadership 2 U56902: Lead meetings to achieve

objectives
RECORD OF RANGE AND UNDERPINNING KNOWLEDGE AND SKILLS
Candidate’s name Evidence Index
No.
Assessor’s name

Unit/Element U5690: Lead meetings to achieve objectives

Reference Element 1: Plan meetings
Element 2: Manage and facilitate meetings to achieve objectives
Element 3: Evaluate performance
Date of
Observation
Range Observed

A. Objectives: B. Notice:

i.problem solving - to discuss an O i. importance of the meeting O

issue, conflict or competing
interest and how to solve it
ii. information - to give or receive O ii. context of the meeting O
information about a specific agenda
idea or important matters
concerning attendees
iii. brain storming - to produce new O iii. roles of participants O
ideas about a specific topic
iv. preparation that needs to be O
undertaken prior to the
meeting
C. Meeting protocols:

i. adoption and seconding of O

agenda/minutes
ii. dealing with matters arising O

iii. minute taking and recording of O

meetings
A.

Technical and Vocational Education and Training (TVET) Council

Underpinning Knowledge Checklist
Version 1.2 – January 2015 1
Leadership 2
Underpinning Knowledge and Skills
1. Why it is important to
establish the purpose and
objectives of the meeting and
how to do so.
3. Why it is important to
determine how the meeting
will be led and how to do so.
5. Why it is important to give
participants sufficient notice
to attend the meeting.
7. How to identify relevant
information that participants
require in advance of the
meeting.
9. Why it is important to set a
fixed time for the meeting to
begin and end and allocate
time appropriately for each
agenda item.
11. Why it is important to clarify
specific objectives at the
beginning of each agenda
item.
13. Why it is important to
discourage distracting
comments and digressions and
refocus attention on the
objectives of the meeting and
how to do so.
Technical and Vocational Education and Training (TVET) Council
Underpinning Knowledge Checklist
Version 1.2 – January 2015
U56902: Lead meetings to achieve
objectives
O 2. Why it is important to O
confirm that a meeting is the
best way to achieve
objectives.
O 4. How to identify who needs O
to participate in the meeting.
O 6. Why it is important to O
inform participants of the
role they will be expected to
play, the preparation they
need to undertake and the
importance of the meeting.
O 8. Why it is important to O
circulate relevant
information in advance and
if required, brief participants
individually on the content
and purpose of the meeting
and their roles.
O 10. Why it is important to state O
the purpose of the meeting
at the start and check that all
participants understand why
they are present and what is
expected of them.
O 12. Why it is important to O
encourage all participants to
make clear, concise and
constructive contributions,
whilst acknowledging and
building on the
contributions of others, and
how to do so.
 14. How to manage time 
O flexibly, giving more time O
to
particular agenda items, if
necessary, whilst ensuring
the key objectives are met
and participants are kept
informed of changes in the
agenda.
2
Leadership 2 U56902: Lead meetings to achieve
objectives

15. Why it is important to O 16. Why it is important to make O

summarise the discussion at decisions within the
appropriate times and allocate meeting’s authority, remit or
action points to participants at terms of reference and how
the end of each agenda item and to do so.
how to do so.

17. Why it is important to check that O 18. How to evaluate whether the O
decisions and action points are purpose and objectives of the
accurately recorded and meeting have been achieved
promptly communicated to those and how future meetings
who need to know. could be made more
effective.
19. What are the meeting protocols, O
formal procedures and standing
orders relating to facilitating
meetings i.e. taking minutes,
adoption and seconding of
agenda and minutes etc.

Technical and Vocational Education and Training (TVET) Council

Underpinning Knowledge Checklist
Version 1.2 – January 2015 3
Leadership 2 U56902: Lead meetings to achieve
objectives

Candidate’s Competence Status: Competent  Not Yet Competent 

Observations/feedback to candidate:

Assessor’s signature: Date:

Candidate’s signature: Date:

Internal Verifier’s signature (if sampled): Date:

External Verifier’s signature (if sampled): Date:

Technical and Vocational Education and Training (TVET) Council

Underpinning Knowledge Checklist
Version 1.2 – January 2015 4