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Generic Skills

Generic Skills
1. Business Management and Development

2. Communications

3. Financial Planning & Management

4. Marketing and Customer Service

5. Project & Contract Management

6. Human Resources

7. Computer Skills

The United Kingdom’s international organisation for educational opportunities and cultural relations. We are registered in England as a charity.
Business Management and Development
Definition
The ability to develop, sustain and grow the business in line with corporate strategic priorities for income and impact: to formulate business
strategy, to understand crucial business drivers, both internal and external, and assess various business development options and interrogate
management information. Effective management of resources across the business.

Area of Level 1 Level 2 Level 3


Responsibility
Market analysis Understands the importance of Establishes and implements systems Recognises the need for market intelligence
and business market analysis and is aware of to collect, analyse and disseminate and is responsible for the design of market
intelligence market trends, including competitor market information. research.
activity.
Identifies and understands market Understands and uses market intelligence
Collects and uses relevant segments, applies this knowledge in e.g. market gaps and competitor position in
quantitative and qualitative data on anticipating and meeting the development of new sources of income
the target audience or market. client/customer/partner needs and generation and commissioning of new
generates a creative and successful products and services which achieve the
Contributes to the identification and
offer in response. income and impact required.
analysis of needs for existing and
new markets, clients, partners and Monitors market trends and potential Assesses and makes judgements on market
customers. opportunities. intelligence either to expand business
opportunities, commission new
products/services or to decommission
existing work.
Business Understands how new activities Makes a measurable contribution to Establishes business strategy and leads the
strategy support achievement of corporate the development of business strategy realisation of dual-key plans.
outputs. and value for money indicators.
Leads on the design of innovative business
Ensures that activity is in line with Positions the business for now and development approaches and the
technical and financial business the future by identifying innovative assessment of delivery mix to achieve
objectives. solutions to achieve impact and maximum impact and income for the BC and
revenue targets. clients / customers / stakeholders / partners.
Understands negotiation tools and Leads on the development and
techniques and can apply these to implementation of negotiation strategies and
support the achievement of business partnership agreements that lead to
objectives. enhanced business achievements.

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Area of Level 1 Level 2 Level 3
Responsibility
Product and Understands the need to develop Develops, through recognised Takes the lead for product and service
service and/or commission new products, planning processes, new projects development across a portfolio of services.
development services and solutions that support and services with an understanding
Recognises and manages either gaps in the
/commissioning the delivery of corporate objectives of which approaches will work in local
product/service portfolio or opportunities for
and meet stakeholder and context and of how it will facilitate
new products and services.
customer needs. achievement of corporate outputs.
Responsible for identifying, designing and
Understanding of and the ability to
securing appropriate competitively tendered
manage commissioning and
projects.
tendering processes.

Managing Risk Demonstrates an understanding of Undertakes business risk Responsible for risk and opportunity
business risk and can identify identification and analysis for specific identification across the business and
where risks may originate from. initiatives in line with BRMF. Uses understands when a level of risk is
this to inform approach and manage acceptable.
risk.
Complies with Business Risk Management
Framework responsibilities (if identified as a
BMRF Process Owner).
Managing Collects and analyses client / Takes the lead role in managing the Manages complex or strategically important
relationships stakeholder / partner feedback and client and stakeholders for a specific client/stakeholder/partner relationships, which
with customers, perceptions and identifies needs activity. achieve significant impact for the Council.
clients and within specific area of work.
Keeps abreast of operating context. Anticipates changing circumstances and
stakeholders Identifies barriers to service
Uses stakeholder analysis, facilitation barriers to stakeholder engagement and
delivery and contributes to their
and problem solving approaches to takes action to minimise these.
resolution.
resolve issues and remove barriers
Communicates consistently and to effective service delivery.
effectively with stakeholders and
Identifies important relationships and
responds to changing
develops strategies to strengthen
circumstances in order to enhance
these within specific area of work.
brand and reputation.
Resource Understands and uses human, Negotiates and manages the Takes the lead and is responsible for the
management for financial, IT and knowledge deployment of resources in efficient efficient use of all resources in order to
business resources efficiently and effectively manner and in the context of a clear achieve corporate outputs.
development in order to achieve results. understanding of overall strategy.
and Uses the commissioning process to align
implementation. Has strong sense of value for Identifies and actively manages the resources with priorities.
money and understands the development of staff skills that are
Develops effective resource management
importance of delivering within needed when building new strategies
. strategies and policies for a portfolio of work
expenditure and income budgets. and business.
and monitors their implementation.

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Area of Level 1 Level 2 Level 3
Responsibility
Supports procurement and Understands how to use and
negotiation processes. communicate management
information.
Identification and management of
resource risks including anticipating
changing circumstances and
mediating between conflicting needs
and expectations.
Monitoring and Understands the importance of Builds monitoring and evaluation into Identifies best practice, learning, new
Evaluation evaluation. Is thorough in the the business strategy. processes or ways of working that lead to
collection and communication of cost savings/improved delivery beyond team
Grounds evaluation in external
evaluation data. level.
market context and adjusts
Supports the achievement of measurement to provide clear Agrees measurable and challenging targets
targets and monitors own evidence of effectiveness. for individual initiatives and manages
contribution towards these. progress towards these.
Studies evaluation data to see if new
approaches have had the desired Ability to understand and interpret the results
impact, reflects on lessons learned and leads on the discussion and
and communicates the results of dissemination of the results.
valuation.

Links to Job Families Links to Behavioural Competencies


1. Human Resources. 1. Achievement.
2. Contract Management. 2. Analytical thinking.
3. English. 3. Entrepreneurship.
4. Leading and developing others.
Links to generic skills. 5. Relationship building for influence.
1. Human Resource Management. 6. Working strategically.
2. Financial planning and management. 7. Customer service orientation.
3. Contracts and projects.
4. Marketing and customer service.

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Communications Skills

Definition
Communications skills are what make us effective in sharing ideas, thoughts, information and feelings with diverse internal and external
audiences, often in cross-cultural situations, in order to develop two-way understanding between the audience and the communicator.

Area of Responsibility Level 1 Level 2 Level 3


Reading and Writing Identifies the main points and ideas Able to produce summaries of complex Makes perceptive comments on
Skills in different types of documents documents for a specific audience what he/she is reading
Asks questions when he/she does Writes business documents clearly and demonstrating an understanding of
not understand what he/she is effectively using standard British Council the author’s reasoning and
reading or to clarify the issue formats where available (e.g. reports motivation
Understands how to use different PowerPoint, web, etc.) Writes and quality reviews strategic
kinds of documents for different Able to manage documents through documents, policy papers and
purposes (i.e. letters, memos, several drafts with various contributors corporate reports
reports etc.) Reports disagreement with sensitivity Writes for internal and external
Writes clearly, in a style suited to and even-handedness publication
purpose and with the needs of the Understands and applies plain English Writes speeches clearly and
reader in mind guidelines appropriate to the audience being
Makes sure information is well addressed
organised and easy to use Ability to assimilate long and
Avoids jargon and explains complex documents quickly and
acronyms and technical terms effectively
where the reader is unlikely to Produces accurate and concise
understand them records of meetings.
Avoids discriminatory language
Has knowledge of and applies
British Council house style

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Area of Responsibility Level 1 Level 2 Level 3
Speaking and listening Contributes to discussions and Makes balanced and effective Motivates, encourages and inspires
skills pays attention to the timing and contribution in difficult situations e.g. individuals and groups through
setting of discussions conflicts between staff members appropriate use of language and
Is able to express non-complex Communicates ideas clearly, effectively, manner
ideas, thoughts and feelings persuasively to an individual or a group Delivers presentations to internal
Gives feedback honestly and Varies speaking style according to and external audiences, and
constructively audience handles questions effectively
Asks questions when he/she does States different and/or critical opinions Able to communicate directly and
not understand what is being said without causing offence appropriately with senior external
or to clarify the issue stakeholders (e.g. at receptions,
Is aware of his/her own and others’ body presentations etc)
Listens attentively, uses language
appropriate tone of voice and is Uses consultancy skills (listening,
Contributes to meetings effectively to questioning, analysing issues,
polite ensure all parties can respond and/or outlining options etc.) to enhance
participate understanding and help others
Delivers presentations effectively express and develop their ideas
Acts as a sounding board for colleagues
Listens empathetically (paying attention
to words, feelings and thoughts of the
speaker, and responding appropriately)
Understanding purpose Judges when to communicate and Develops, implements and evaluates an Plans and manages a
understands the effective communication strategy and communications programme to
impact/consequences of his/her plan deliver corporate and business
message on others Applies level 1 principles in complex objectives
Ensures communications are communications to diverse audiences Takes calculated risks with
appropriate to purpose and Demonstrates an understanding of the communications in order to provoke
prepares for important discussions wider environment (cultural, political, a desired response
Has a basic understanding of the social etc.) in which he/she is
cultural environment in which communicating.
he/she is communicating
Understanding the Identifies and understands the Analyses the communication needs of Uses market research techniques
audience communications needs, new target audiences to improve understanding of an
expectations and preferences of the As appropriate, encourages and audience’s communications
audience he/she wants to generates two-way communications with preferences and needs (now and in
communicate with target audiences to increase mutual the future)
Adapts his/her approach for simple understanding and adapt
messaging to his/her audience communications as required.

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Area of Responsibility Level 1 Level 2 Level 3
Understanding tools and Chooses between basic Is aware of and understands how to use Able to plan and manage multi-
media communication methods depending a wide range and the right combination media communications programme
on context of communication tools as appropriate Assesses potential of new and
Understands the impact of different tools existing communications
Evaluate effectiveness of tools/media
communications Develops new and existing
communications tools and media
Knowledge Sharing Passes on information proactively Demonstrates commitment to sharing Able to create knowledge sharing
and in a timely manner information and knowledge with strategy for project/business
Finds out where knowledge and colleagues throughout the organisation
information are held Able to build appropriate networks
Is aware of British Council Encourages others to share information
knowledge sharing practices and and knowledge with one another.
tools
Understands the importance of
appropriate knowledge sharing
Is aware of and applies British
Council Records standards and
guidelines
Understands and applies data
protection principles

Links to Job Families Links to Behavioural Competencies


1. Marketing and Communications 1. Analytical thinking
2. Web, Knowledge and Information Management 2. Customer service orientation
3. Flexibility
4. Intercultural Competence
5. Leading and Developing Others
6. Professional Confidence
7. Relationship-Building for Influence
8. Self-Awareness
9. Teamworking
10. Working Strategically

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Financial Planning and Management
Definition
Financial Planning and Management is the ability to cost activity and manage the budgets set. It involves the planning and delivery of agreed
results/outputs within established criteria for budget and timescale, using the appropriate policy and process.

Area of Level 1 Level 2 Level 3


Responsibility
This level - will be expected to Although not specifically stated L3
seek guidance from L2 and L3 will provide guidance to L1 and L2
Risk Management Awareness of corporate/global Knowledge and experience of Lead on the management of risk, by
policies and processes in relation to corporate/global policies and processes assigning roles and responsibilities,
risk management including the in relation to risk (including BRMF) and ensuring reviews take place and risks
business tool, Business Risk how these link to are managed at a
Management Framework (BRMF) departmental/country/regional level risk departmental/country/ regional level
and know where to locate this management
Ability to identify opportunities and
information
Ability to identify and manage these manage any financial risks associated
risks with them
Communicates exceptions at Takes responsibility for reporting
departmental/country/regional level exceptions to the appropriate senior
management forum
Planning and Awareness of BC planning cycle and Knowledge and application of BC Ability to produce a financial plan to
Forecasting deadlines and where to locate this planning cycle plus policies, processes support programme of activity for
information (FPS) and timetables dept/country/region
Understanding of process to set up Contributes to departmental/ Ability to cost activity, including cost
and maximise benefits of an effective country/regional financial plan benefit analysis where appropriate
management reporting structure
Uses systems to accurately cost a Ability to construct pricing structures
(WBS + cost codes) including
project/activity (e.g. pricing exams, course fees)
budgets and commitments
Supervises the setting up of a financial Use forecasting as a tool to identify
Has basic knowledge of the concept
management reporting structure (WBS patterns/trends in expenditure/income
of cashflow (movement of money in
+cost codes for FABS countries)
and out of the organisation) and
including budgets and commitments
provides the relevant financial
information to budget holder as part Produces a cash flow forecast for
of the cash flow forecasting exercise project/activity
Monitoring and Understand how to access reports Understand how to access and process Takes lead responsibility for monitoring
Reporting and verify transactions posted to reports, including income and and reporting at departmental/country/
budgets, where financial role permits expenditure statements and balance regional level
sheet
Knows how to create and maintain Able to analyse and interpret complex

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Area of Level 1 Level 2 Level 3
Responsibility
This level - will be expected to Although not specifically stated L3
seek guidance from L2 and L3 will provide guidance to L1 and L2
financial management information Monitor financial performance against financial data in order to make
records for projects/activity (showing targets and takes action to manage appropriate
budget, actuals, commitments and exceptions (e.g. over/underspend on a recommendations/proposals to
forecast outturn) particular budget) business plans/projects
Understands how to review the Monitor creditors and debtors and report Reports directly and appropriately with
status of creditors and debtors and exceptions at BRMF meetings as internal and external stakeholders on
know how to escalate problem items appropriate financial matters
as appropriate
Has basic knowledge of BRMF tool
for monitoring and is aware of their
own role in this process
Receipts Process: Knowledge of customer master data - Knowledge plus application of bad debt Lead on any bad debt applications for
process plus content and data policy and process write off
Invoiced and non-
standards
invoiced Checks and approves reconciliation of Takes responsibility for ensuring
Ability to run debtor reports or know receipts to cash banked (where reconciliation of receipts to cash
where to access them and identify required) banked are completed where required
debtor position e.g. check if amounts
are overdue
Awareness of the concept of
reconciliation and ability to prepare a
statement of expected income where
required
Payment Process Knowledge of the procedures for Knowledge of, and manages, the risks Ensure that resources are in place,
setting up vendors on the corporate associated with setting up of vendors roles and responsibilities are clearly
system (SAP) defined and allocated and that there is
Ensures payments are processed
compliance with corporate standards,
Awareness of payment system correctly and creditors are effectively
to enable the payment process to run
process and document standards, managed
efficiently and effectively
including travel and expenses, or
where to locate the information

Impact of financial Has a basic awareness of how Understands how transactions impact Demonstrates an understanding of the
transactions on transactions impact on corporate on the corporate accounts wider environment in which the
BC statutory accounts organisation is operating and the
Understand internal management
reporting plus impact this has on financial

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Area of Level 1 Level 2 Level 3
Responsibility
This level - will be expected to Although not specifically stated L3
seek guidance from L2 and L3 will provide guidance to L1 and L2
other reporting Awareness of statutory and internal principles and practices, including transactions, e.g. devaluation
obligations management principles and accruals, in the recording of transactions
Takes lead responsibility for ensuring
practices, including accruals, and
that transactions are properly recorded
where to locate guidance e.g.
in the accounts
Essential Finance
Ability to correct accounting entries
and to cross charge between
business activities or provide relevant
information for the journal to be
raised.

Links to Job Families Links to Behavioural Competencies


4. Finance 8. Analytical Thinking
5. Contract Management
9. Holding People Accountable

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Marketing and Customer Service

Definition
Putting customers (people whom we engage with internally or externally e.g. colleagues, clients etc.) at the centre of delivering focussed
products and services at the right time, in the right place and in an appropriate way.

Area of Responsibility Level 1 Level 2 Level 3


Understanding the British Understands the British Council Ensures new colleagues Takes responsibility for championing
Council and its values and works within the values understand and apply British the brand and ensuring that brand
Council Values values are embedded in all
- Who we are
programmes, projects, products and
Positively influences all customers
- Why we are here services
about British Council in a manner
- What we want to achieve that encourages them to engage
with the organisation
Understanding potential Provides input into basic Understands the importance of Applies customer/market intelligence
markets/customers administration of market research market research and the benefits in formulating strategy
it provides
Recognises potential customers Takes responsibility for shaping
and actively promotes British Supports the development of response to the needs of key
Council products and services to products, services, projects and segment groups to achieve business
them activities for agreed target groups benefits
Understanding customer Is able to gather required customer Establishes systems to collect and Commissions, scopes and co-
needs and market information analyse customer and market ordinates appropriate customer and
information market research
Applies knowledge of Data
Protection and Freedom of
Information standards

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Area of Responsibility Level 1 Level 2 Level 3
Responding to customer Controls the interaction with the Plans and supports a service Shapes and leads on MCS strategy
needs customer. Listens effectively and approach that balances a through applying:
uses questioning skills to clarify personalised delivery with
• knowledge of the external
customer needs business needs.
environment (political,
Delivers excellent service at all Investigates service delivery and sociological, economic,
points of contact provides solutions to any environmental, technological and
problems/issues. legal aspects);
• interpreting market information;
• having a comprehensive
understanding of the nature,
profile and demands of customers
Leverages and exploits available
resources to better meet customer
needs and expectations.
Building strong relationships Uses strong interpersonal skills to Uses systems to accurately Uses knowledge of best practice in
which add value to the build effective rapport with manage customer information customer relationship management
United Kingdom customers Ensures staff have sufficient to make strategic decisions.
marketing/customer service skills
Obtaining and evaluating Actively and systematically collects Analyses and evaluates actual Makes strategic decisions on product
feedback feedback and data through a customer experience against and service development, balancing
variety of means expectations using feedback, customers’ needs and expectations
benchmarking and management with organisational priorities,
information. objectives and resources.
Feeds management information Promotes by example a culture of
into continuous customer service continuous improvement.
improvement.

Links to Job Families Links to Behavioural Competencies


6. Marketing and communications 1. Customer service orientation
2. Relationship building for Influence
3. Inter-cultural competence
4. Self awareness
5. Analytical thinking
6. Working strategically

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Project and Contract Management

Definition Delivering client and partnership funded projects and contracts, and internally commissioned projects, using the project cycle of
identification and development, implementation and evaluation and reporting; understanding the context of projects and contracts and their
contribution to British Council purpose.

Area of Responsibility Level 1 Level 2 Level 3


Context, market and Understands project identification Applies knowledge of organisational Assesses and makes judgements
stakeholders processes and demonstrates purpose, strategy and business on project investments that achieve
ability to contribute to these. context to identify appropriate project maximum impact against corporate
Understanding the context
opportunities, products and services, outputs and business targets.
and market to identify and Uses effective approach to
and partnerships, underpinned by
develop new project communicating with project Responsible for identifying,
dual-key planning.
opportunities, and managing stakeholders to maintain managing and developing strategic
clients/partners/ stakeholders relationships. Manages and develops relationships with principal clients,
client/partner/stakeholder partners and stakeholders.
relationships that support the delivery
of specific projects
Development and delivery Understands processes for Leads the development/authoring Leads the development of highly
developing proposals and and quality review of project complex and business critical
demonstrates ability to contribute proposals to corporate standards and project proposals using appropriate
to these internal/external client requirements. tools, business processes and
system standards.
Contributes to the development Takes lead responsibility for the
and implementation of project implementation of projects at Ensures ‘fit’ between project level
plans and schedules using different stages of the project cycle to outputs and targets and the
appropriate systems and tools. ensure delivery of project outputs achievement of corporate outputs.
and targets and manages change.
Undertakes assigned role(s) in Takes lead responsibility for
project delivery to internal and Designs and manages logically inter- implementation of highly complex
external client/partner/stakeholder related input plans, costings, and business critical projects.
satisfaction. schedules and responsibility
matrices, revenue forecasts and work
breakdown structures.

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Area of Responsibility Level 1 Level 2 Level 3
Tendering and Understands basic contracting Leads in developing, negotiating and Manages the tendering process to
procurement terminology and uses this managing pre-contract agreements, corporate and external standards
appropriately contracts and Service Level across a portfolio of projects.
Application of tendering
Agreements with individuals,
process (competitive and Has basic understanding of Negotiates and manages strategic
departments and organisations.
single source) to win tendering and procurement partnerships which enhance BC’s
business; procurement of procedures Designs appropriate tender reputation.
goods, services, internal/ documents. Manages the
Supports the procurement and Is responsible for and manages the
external resources to support procurement process to internal and
management of: project goods procurement process to secure
project delivery external client standards for specific
and services, and internal internal and external resources to
projects.
resources. corporate and external standards
Leads on the identification, across a portfolio of projects
procurement and management of
goods, services, and internal/
external resources (including
consultants, partners and suppliers).
Managing risk Demonstrates an understanding Undertakes business risk Responsible for risk and opportunity
of project risks and operating identification (technical and financial) identification and business
context, and adjusts planning and analysis for specific initiatives. assurance across a portfolio of
accordingly during Uses this to inform approach and projects.
implementation. manage risk.
BRMF Process Owner for project
related areas (as appropriate).

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Human Resource Management

Definition
HR management is about managing and coaching staff to ensure effective and innovative corporate/business delivery. It is about defining the
structure, numbers and skills in teams, setting challenging and realistic objectives for staff and ensuring they are both effectively developed and
performance managed in line with our policies and legislation. The aim is to achieve or exceed corporate/business objectives by ensuring staff feel
motivated and confident about working creatively in a supportive and inspiring culture that is in line with our values and EO and Diversity.

Area of Responsibility Level 1 Level 2 Level 3


Resourcing:
Understanding of the business Contributes to the development of Assesses and makes judgements on
Establishing and maintaining objectives and goals of the the staffing profile for the the correct staffing profile to deliver
appropriate structure, numbers team/department/country/region; team/dept/country/region in line the business objectives/goals and an
and skills in teams (staffing being clear about own role and with the business/country/regional understanding of any associated
profile) to enable the business the roles of others, and how this plan risks
to meet its goals and objectives effects the staffing needs and
profile Good knowledge of BC Leads recruitment exercises,
recruitment and selection policies adhering to HR policies. Ensures
Awareness of the relevant HR and processes others are trained in this area.
policies and procedures and
knowledge of where to obtain Ensures an equal balance in the Ensures staff are employed in line
guidance on them distribution of work within the with Council policies and in
team/dept/region compliance with local legislation.
Awareness of the British Council’s
EO & Diversity policy Ensures EO & Diversity policies
and procedures are considered in
work planning and distribution

Knowledge of the different staffing


contracts used locally.

Knows where and when to seek


advice on local legislation.

Advocates appropriate changes to


the personnel profile as required
to maintain efficiency
People and performance:
Awareness and understanding of Uses Performance Management Engagement and promotion of
Enhancing business outputs by the performance management tools to induct, manage, develop performance management system to
enabling staff to perform at cycle and active engagement in and evaluate staff performance ensure best practice
their optimal level the process

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Area of Responsibility Level 1 Level 2 Level 3

Gives and receives feedback Working knowledge of HR policies Takes a lead in developing the
informing own and others’ and procedures relating to the capacity of others to apply Council
performance management of staff standards in key HR areas such as
recruitment, induction, performance
Awareness of the relevant HR management, EO and Diversity.
and health & safety policies and
procedures that affect people and Ensures Health & Safety guidelines
performance are adhered to, to mitigate risk within
the business

Acts on feedback from the Staff


Survey, to enhance own and staff
performance and motivation

Ensures staff terms and conditions of


service are reviewed regularly and
are in line with HR policies and local
legislation
Development:
Awareness of the development Consistent approach to staff Contributes to the production of the
Enabling staff to acquire and opportunities available within the development through the use of development strategy and budget
develop the skills to maximise organisation for both individual coaching and mentoring
their potential and performance and business growth Analyses the long term training and
Analyse skills needs/requirements development (T&D) needs in line with
Takes responsibility for self and identifying potential gaps current and future business
development and career planning targets/goals/requirements
Understands role as a facilitator of
others, and the importance of Ensures that others in the team are
appropriate delegation trained in HR management (where
appropriate), and are clear about
Knowledge of the different types their role and responsibility in relation
of learning and development to the management of others
opportunities and
acknowledgement of the diverse Seeks staff feedback on analyses
learning/working styles of staff and T&D planning processes.
(thoroughness, fairness, access,
diversity)

Page 16 of 21
Links to Job Families Links to Behavioural Competencies
7. HR Job family 10. Holding people accountable
11. Leading and developing others
12. Professional confidence
13. Intercultural competence

Page 17 of 21
Computer skills
Definition
To understand and use the Council’s IT systems in an effective manner

Area of Level 1 Level 2 Level 3


Responsibility
Using the Understand basic concepts and terms Recognise basic faults and know how to Recognise different ports such as
Computer associated with using computers (e.g. resolve simple problems without referral USB, mouse & keyboard, printer,
screen, mouse, right-click etc.) to the helpdesk (e.g. is the screen monitor, sound, etc.
Switch devices on/off appropriately switched on?) Ability to set up a computer plus a data
In line with EO
and Diversity Understand and comply with IT security Able to search the system, finding projector and resolve basic issues
legislation (e.g. standards software and files in full autonomy without Ability to identify, appreciate and then
reasonable referring continually to a colleague, Power alert helpdesk in reporting problems on
Adjust equipment to meet Health and Safety User or IT Manager in the office.
adjustments being requirements (e.g. seating, monitor, screen, behalf of a number of colleagues with
made if needed) brightness etc.) Burn CDs/DVDs similar symptoms
Work with a data projector in accordance with Inducting new staff to BC systems (e.g.
H&S requirements global address book, intranet, email
groups, word templates)
Able to describe and report issues/problems
accurately to the IT helpdesk or appropriate
support personnel
Working in a Understand and apply basic windows Able to choose and change default printer Find and add a new printer to a print
windows concepts including use of menus, toolbars, settings queue
environment application windows and the in-built help Ability to inspect a print queue and cancel Awareness of file size and knowledge
In line with EO features jobs of how to use file compression
and Diversity Log on and off in line with IT security Know how to reset passwords in line with Awareness of how to manage profiles
legislation (e.g. standards IT security standards and reduce profile size
reasonable Understand file structures, drives, USB keys
adjustments being Use task manager to cancel tasks Understand and use rights and
and file extensions/types permissions to enable a User Change
made if needed) Use control panel to customise the
Understands the importance of logical system as appropriate Request to be created and for this
naming conventions for documents and UCR to be clear to the colleagues who
folders Find and use all (the majority of) are taking action on it.
programmes installed into the system
Able to save files to the right location Act as DITA / Power User
Add and remove toolbars in applications
Use shortcuts Understands image credits
Create and manage shortcuts
Copy, rename, search, move and delete files
using Windows Explorer Awareness of the profile size and its
restrictions
Understand what a computer virus is and be

Page 18 of 21
Area of Level 1 Level 2 Level 3
Responsibility
able to report it to the appropriate person if Scan and adjust images
found Understand copyrights
Search for and start applications
Using Outlook Create, send, forward and reply to emails Use voting buttons on emails sent and Use tracking facilities and expiry dates
Send, open and save attachments received on email
In line with EO Set up out-of-office assistant messages Manage distribution lists Create/assign tasks and monitor task
and Diversity Manage own appointments and set progression
Able to recall email messages sent in error
legislation (e.g. reminders using the Calendar function. Know how to use outlook for email
reasonable Delete unwanted items merging
Set up own Calendar to allow at least
adjustments being Set up/ respond to meeting requests using read-only access to Calendar to a suitable Effectively use Outlook to manage and
made if needed) Calendar set of colleagues. file emails including writing email rules
Use and search the global address list Check for colleague’s availability using and managing alerts
including distribution lists and public folders Calendar. Apply and create categories to
Recognise SPAM and phishing attempts (e.g. Change views (reading pane, sorting, organise items
scams; chain letters) calendar, etc)
Use tracking facilities
Restore items accidentally deleted
Create, organize and manage message
folders
Create and maintain contacts
Using Word Identify, open, create and print Word files Be aware of and use BC templates Perform complex mail merges (Word
In line with EO Be aware of and use templates Create, modify and format standard tables into other applications)
and Diversity Use basic character and paragraph and borders Create document templates using
legislation (e.g. formatting (e.g. bold, bullets etc.) and styles Understand the principle of styles and styles
reasonable how to modify them Create and format complex diagrams
adjustments being Utilise spelling and grammar checking tools
Create and modify drawing objects and and graphics
made if needed) Change margins and paper orientation
diagrams (e.g. text boxes) Insert bookmarks, Table of Contents,
Insert images and symbols footnotes and endnotes
Perform basic mail-merge facilities (within
Change document views and modify word) Understand and use section and page
document options breaks
Use hyperlinks and bookmarks
Use, modify document properties Create/manipulate outlines styles for
Format and manipulate images in relation
to text numbering and bullets
Use automatic numbering facilities. Create/amend complex documents
using several levels of headings and
Create and update a Table of Contents sub-headings and handling indexes,

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Area of Level 1 Level 2 Level 3
Responsibility
Track and manage changes during editing tables and a cross-reference system
and reviewing as appropriate
Using Excel Understand and apply basic concepts and Create and format graphs and charts Troubleshoot problems
In line with EO terms used in Excel including the difference Handle complex tables sorting data and Summarise data using pivot tables
and Diversity between cells containing data and formulae repeating vertical/horizontal headings Link spreadsheets to other files and
legislation (e.g. Create, format, modify, sort, print and delete facilitating the consultation of the applications including formulas across
reasonable simple spreadsheets, selecting the print spreadsheet multiple sheets
adjustments being area and using the page-breakdown
made if needed) previous to fit the spreadsheet Import and export data to other
applications
Create formulas using simple mathematical
operators and functions Write and modify macros
Format spreadsheets using text colour, Understand and apply statistical
shading, borders analysis for creating complex formulae
Freeze, lock, hide spreadsheet ranges and Calculate using more complex
format for printing formulae (e.g. IF/AND/OR)
Track and manage changes on shared
workbooks
Create and manage scenarios and
‘what if’ data tables
Using Databases Understand and apply basic database Produce reports from tables and queries Identify areas for improvement for use
In line with EO concepts (e.g. navigate records) Perform more advanced queries using with existing databases
and Diversity Retrieve and search for information using the built-in query tool to search data and Know how to commission database
legislation (e.g. standard reports produce reports development according to business
reasonable Perform simple database queries to extract requirements
adjustments being or select records from the database
made if needed) according to specified criteria
Using Load and run PowerPoint presentations Apply various slide show animated effects Add audio-visual information to
PowerPoint Create and format basic presentations using Create, edit Master slide templates presentations including video clips
In line with EO pre-defined slide layouts Create a new template from scratch Create animated text and graphic
and Diversity Insert basic graphics (e.g. clipart) effects
legislation (e.g. Create images and charts within (and
Print slides and handouts in a variety of between) presentations Import and embed data from other
reasonable applications including Word and Excel
adjustments being paper layouts suitable to the target audience Demonstrate confidence in using the slide tables and hyperlinks
made if needed) Use a data projector for presentations master, handout master and notes master
Know how to store PowerPoint
presentations on the web.
Use the PowerPoint presentation

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Area of Level 1 Level 2 Level 3
Responsibility
feature to reduce large file size
presentations
Using Internet Know the difference between internal Able to access and use the BC intranet Use web casts (e.g. webinar)
Explorer (Intranet) and external (Internet) sites site Commission and manage internet
In line with EO Understand basic concepts and terms Refine searches using advanced pages and podcasts
and Diversity associated with using the Internet in line with searching mechanisms Create and use blogs, wikis and
legislation (e.g. general IT security standards Evaluate search results, assessing discussion forums
reasonable Use search engine tools to locate authority, authenticity, currency of website
adjustments being Use Obtree to create BC web pages
information of interest content
made if needed)
Able to bookmark and print web pages Understand copyright issues relating to
Able to add and organise favourites using web material
Be able to listen to or watch podcasts Save a web page as a file

E-Learning Register/enrol for online conferences, Understand the conventions of on line Moderate on-line discussions
In line with EO courses and other elearning events discussion forums (threading, replying, Commission and manage online
and Diversity Follow a course of instruction sorting, etc.) content
legislation Have a critical view of quality/delivery of Be aware of on-line etiquette (netiquette) Understand the functionality and
(reasonable online materials applicability of different on-line tools
adjustments being (wikis, blogs, VoIP, quizzes)
made if needed) Creating and editing a personal profile
Download/upload materials Adapt materials for an online audience

Links to Job Families Links to Behavioural Competencies


8. Information Systems and Technology (IST) 14. Achievement
9. English 15. Analytical thinking
10. Web, Knowledge and Information Management 16. Professional Confidence

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