SECTION 1: Example Exercise Outcomes

Day-in-the-Life: Invest2Progress
SECTION 2: Competencies and Behavioural Indicators

Analysis Exercise
Assessor and Administration Guide

Contents

SECTION 1: About Assessor and Administration Guides......................................................................... 2

SECTION 2: The Assessor and Administration Guide .............................................................................. 3

AssessmentDay
Practice Aptitude Tests
 SECTION 1: About Assessor and Administration Guides

Assessors are given these administration guides to help them run the exercises. By giving each
assessor (sometimes located in different countries, working for different companies etc.), the
exercises are as much as possible standardised so that every candidate experiences the same
exercise and is given the same instructions. For example if one assessor gives a more thorough
explanation, or elaborates on the exercise, or even places emphasis on different words, this will
distort the way different participants behave during the exercise. For this reason, the introduction
and ending of the exercises are often scripted.

These guides are also used by assessors to help plan exercises, make sure they have the correct
equipment and to foresee any administrative issues.

For personal use only. Unauthorised copying or

distribution in printed, electronic, or any other
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form in whole or in part, is prohibited without Document last updated 05-03-2013 www.assessmentday.co.uk
prior written permission from AssessmentDay.
 SECTION 2: The Assessor and Administration Guide

Exercise Structure

Admin – up to 5 Minutes
Reading and writing the report – 50 minutes
Preparing for the presentation – 15 minutes
Presentation – 10 minutes
Question & Answer session – 10 minutes
Total: 90 minutes

Ensure the candidates have the following before you begin:

2 pens
Writing paper for notes
Laptop with keyboard and mouse

Introducing the Exercise

Welcome the candidate, introduce yourself and your role as an assessor, and then state the
following:

I am about to hand you the reading materials you need for this exercise, which is an
analysis exercise [hand candidates the 'Reading Materials for Candidates’
pack].Please open this to the next page and follow the instructions as I read them
aloud.

Then read out the following:

For the purpose of this exercise you are on your first placement and you are part of
the Skills2Work charity project team alongside other graduates from the Fast-track
Scheme. This charity project is part of the Corporate Social Responsibility charter for
the company and is a flag-ship project in terms of engaging with the local community,
improving employee engagement and creating positive brand for the company.

We would like you to review the attached documentation and write a report of your
analysis and proposal of new fund raising project/s for this year’s charity event.

For personal use only. Unauthorised copying or

distribution in printed, electronic, or any other
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form in whole or in part, is prohibited without Document last updated 05-03-2013 www.assessmentday.co.uk
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 You have 50 minutes in which to read the attached information and write a report.
The report should include:

• What are your fund raising idea/s?

• What is the expected financial return of the activities?
• What is the rationale behind your decisions?

Please bear in mind this report should be written professionally as it will be shared
with the client and the HR Director of Invest2Progress.

You will then have 15 minutes to prepare for a presentation and question and answer
session. You should prepare a short presentation that lasts no longer than 10 minutes.
The presentation should focus on your fund-raising idea/s and the rationale and
expected financial return of these idea/s. You will be presenting to Keisha Uba, Fund
Raising Manager at Skills2Work and Janet West, HR Director at Invest2Progress.

Do you have any questions?

Your time starts now. You may turn over and begin the exercise.

Start timer. After 50 minutes state:

The first part of the exercise is now over. You now have 15 minutes to prepare for a 20
minute presentation and question and answer session. You should prepare a short
presentation that lasts no longer than 10 minutes. The presentation should focus on
your fund-raising idea/s and the rationale and expected financial return of these
idea/s.

Start timer. After 15 minutes state:

Hello, I am Keisha Uba, Fund Raising Manager at Skills2Work and this is Janet West, HR
Director at Invest2Progress.

We now have 20 minutes within which we would like you to give your short presentation. We
shall be asking questions during your presentation to explore your answers. We have 20
minutes in total for this part of the exercise.

Start timer. After 20 minutes state:

Stop, thank you for your time. The second part of the exercise is now over. Ensure
your name is on your report and pages are numbered.

Collect all the materials from the candidates from the analysis exercise. They may keep the
instructions pack and any notes they've made around those to take into the other
exercises.

For personal use only. Unauthorised copying or

distribution in printed, electronic, or any other
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form in whole or in part, is prohibited without Document last updated 05-03-2013 www.assessmentday.co.uk
prior written permission from AssessmentDay.
 Background Information for Assessors

List of Characters

David Cooper Last Year’s Graduate Project Team Member -Invest2Progress

Keisha Uba Fund Raising Manager - Skills2Work
Yiyang Chan Financial Director – Skills2Work
Joanne Davies Marketing Manager – Skills2Work
Saghir Khan Health & Safety Representative – Invest2Progress
Kate MacGregor Graduate Scheme Manager – Invest2Progress
Janet West HR Director – Invest2Progress
Anna Kowalski Bank Teller – Invest2Progress
Martin Shepherd Trustee – Skills2Progress
Andrew Evans Counsellor – Woodville Borough Council

The Situation

The candidate has to create a list of activities for this year’s Charity event in order to raise
£35,000. They need to be creative but commercially viable, taking account of previous
problems and the concerns of various people in the organisation and external bodies.
Facts in the analysis materials:
• David Cooper – sets the scene
• Keisha Uba – Client’s contact worked with project from inception
• Yiyang Chan – concerned with income generated – mentioned last year’s loss making golf
tournament
• Joanne Davies – Concerned with last year’s negative press due to some damage to property
after the Charity ball
• Saghir Khan – concerned with an accident at the Golf tournament where a woman got hit on
the arm with a golf ball
• Kate MacGregor – sees this as an opportunity for the graduates to shine
• Janet West – is the HR Director of Invest2Progress and the CEO of Skills2Progress
• Anna Kowalski – Provided a suggestion on running events for different charities each year
• Martin Shepherd – A trustee suggests a fancy dress event
• Andrew Evans – A counsellor who wants to be involved in this year’s event as he was not
happy with complaints about the noise after the charity ball

A good answer should include the following:

• Create innovative ideas, some new activities
• Use sponsors creatively for raffle prizes
• Build on existing sponsors and generate new appropriate links
• Be aware that the activities will generate sufficient returns for the workload

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distribution in printed, electronic, or any other
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 • Ensure all H&S aspects are looked into
• Engage the press positively – e.g. give a press conference on activities – build a good
marketing strategy
• Advertising, marketing ideas
• Could engage a local resident if a ball is proposed
• Respond to the two people who have offered suggestions, providing reasons for their
decision to either proceed or not.
• Arrange a meeting with the counsellor to discuss activities
• One of the remits is to work closely with the local communities
• Provide clear financial figures and forecasts, show commercial awareness
• Provide an action plan with clear time-scales, identifying resources
- People
- Equipment
- Monies/ costs
- Legal aspects
- H&S aspects
• Provide the rationale behind their decisions

Competency scoring

Please refer to the analysis exercise scoring guide and complete scoring as far as possible, using
the evidence from the report, presentation and question and answer session to inform your
scoring.

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distribution in printed, electronic, or any other
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form in whole or in part, is prohibited without Document last updated 05-03-2013 www.assessmentday.co.uk
prior written permission from AssessmentDay.