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Task 1.2 Evaluate Performance of Budget and Financial Plans 1. To complete this task, you must conduct a meeting with at least two relevant personnel
Task 1.2 Evaluate Performance of Budget and Financial Plans 1. To complete this task, you must conduct a meeting with at least two relevant personnel from your organisation to evaluate the performance of your budget and financial plans, as outlined in Task 1.1. Relevant personnel includes, but is not limited to the following: Financial managers Accountants Financial controllers 2. Locate the following found within this workbook to assist you in completing this task: Meeting Minutes template Observation Form This outlines all the skills you must demonstrate throughout this task. Read this and the instructions that follow before conducting your meeting. 3. Arrange a time with your assessor to observe you in conducting the meeting. Discuss all requirements of the task with your assessor and prepare these before the meeting. Your assessor will complete the Observation Form. If direct observation from your assessor is not possible, record the meeting in a video. Ensure to obtain permission first from persons involved before doing so. 4. Review the budget and financial plans interpreted in Task 1.1. You must share the information recorded here during your meeting. 5. Conduct a meeting with at least two relevant personnel to evaluate the performance of the budget
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