The first conversation will be between the Accounts Receivable clerk from Connelly Pty Ltd, played by you, and clients of Connelly Pty Ltd, Dale Hurst and Sean Smith (trading as Hurst & Smith Plumbing), who owe Connelly Pty Ltd, $2,995.00 which is now in breach of the credit limit. You will need to refer to the Finance Policy and Procedure Manual of Plan2go Trading as Connelly Pty Ltd. An extract is in Appendix 3 of this assessment. Ensure compliance with the organisational procedure of repaying the debt within the specified timeframe.

Experiencing financial difficulties, the clients, Dale Hurst and Sean Smith have been invited by you to come to your offices to discuss a mutually agreed repayment plan. The clients will say the company can afford to pay up to $350.00 per month to clear the debt. The client has not made a payment to Connelly Pty Ltd for 75 days. Assume the date of the conversation is 31 March 20X1.

Role play participants:

Accounts Receivable clerk (you the student)

Dale Hurst (family/friend)

Sean Smith (family/friend)

Supervisor Accounts Receivable Section Connelly Pty Ltd(family/friend)

Prepare for the conversation between the accounts receivable clerk (yourself) and business owners of Hurst and Smith Plumbing, Dale Hurst and Sean Smith. Dale and Sean come into your office to discuss the debt. Your supervisor will also attend to observe and validate the discussion and outcomes agreed at the meeting. The conversation should be around 5-10 minutes long.

The participants who play Dale Hurst and Sean Smith will need to:

Know the financial position of the business, in respect of the debt to Connelly Pty Ltd, - owing $2,995.00.

Apply for an extension for payment of the debt, by paying of the debt within the company policy requirement until it is paid off.

Engage in a question and answer conversation with you that allows you to demonstrate questioning techniques and active listening when you clarify information with Dale and Sean. For example, acknowledgment of debt and capacity to repay

Before you start the role play, think about and plan the conversation. Refer to the list of criteria provided in the Observation Checklist (Appendix 1).

The conversation should include:

1. Greeting and introduction

2. Purpose of meeting

3. Outline of the problem with the debt owed to Connelly Pty Ltd.

4. Verify details with clients of debt status and capacity to be repaid

5. Possible solutions to the problem, that are within the Customer credit limit policy. Refer to Appendix 3 Extract of Credit Policy

6. What is agreed to in the conversation* (Evidenced also in Appendix 4)

7. Any follow up actions to be undertaken by both parties

8. Close the conversation

As part of Role Play 1 - *Appendix 4: Record of Client Discussions and Agreement requires completion and initialled by the clients (Dale Hurst and Sean Smith) and Supervisor of Accounts Receivable Section (on behalf of Connelly Pty Ltd).

NOTE: Following completion of the above and Appendix 4 you are required to complete Task 1 Report to Senior Accountant before proceeding to perform Role Play 2 (Part B).

The first conversation will be between the Accounts Receivable clerk from Connelly Pty Ltd, played by you, and clients of Connelly Pty Ltd, Dale Hurst and Sean Smith (trading as Hurst & Smith Plumbing), who owe Connelly Pty Ltd, $2,995.00 which is now in breach of the credit limit. You will need to refer to the Finance Policy and Procedure Manual of Plan2go Trading as Connelly Pty Ltd. An extract is in Appendix 3 of this assessment. Ensure compliance with the organisational procedure of repaying the debt within the specified timeframe.

Experiencing financial difficulties, the clients, Dale Hurst and Sean Smith have been invited by you to come to your offices to discuss a mutually agreed repayment plan. The clients will say the company can afford to pay up to $350.00 per month to clear the debt. The client has not made a payment to Connelly Pty Ltd for 75 days. Assume the date of the conversation is 31 March 20X1.

Role play participants:

Accounts Receivable clerk (you the student)

Dale Hurst (family/friend)

Sean Smith (family/friend)

Supervisor Accounts Receivable Section Connelly Pty Ltd(family/friend)

Prepare for the conversation between the accounts receivable clerk (yourself) and business owners of Hurst and Smith Plumbing, Dale Hurst and Sean Smith. Dale and Sean come into your office to discuss the debt. Your supervisor will also attend to observe and validate the discussion and outcomes agreed at the meeting. The conversation should be around 5-10 minutes long.

The participants who play Dale Hurst and Sean Smith will need to:

Know the financial position of the business, in respect of the debt to Connelly Pty Ltd, - owing $2,995.00.

Apply for an extension for payment of the debt, by paying of the debt within the company policy requirement until it is paid off.

Engage in a question and answer conversation with you that allows you to demonstrate questioning techniques and active listening when you clarify information with Dale and Sean. For example, acknowledgment of debt and capacity to repay

Before you start the role play, think about and plan the conversation. Refer to the list of criteria provided in the Observation Checklist (Appendix 1).

The conversation should include:

1. Greeting and introduction

2. Purpose of meeting

3. Outline of the problem with the debt owed to Connelly Pty Ltd.

4. Verify details with clients of debt status and capacity to be repaid

5. Possible solutions to the problem, that are within the Customer credit limit policy. Refer to Appendix 3 Extract of Credit Policy

6. What is agreed to in the conversation* (Evidenced also in Appendix 4)

7. Any follow up actions to be undertaken by both parties

8. Close the conversation

As part of Role Play 1 - *Appendix 4: Record of Client Discussions and Agreement requires completion and initialled by the clients (Dale Hurst and Sean Smith) and Supervisor of Accounts Receivable Section (on behalf of Connelly Pty Ltd).

NOTE: Following completion of the above and Appendix 4 you are required to complete Task 1 Report to Senior Accountant before proceeding to perform Role Play 2 (Part B).

The first conversation will be between the Accounts Receivable clerk from Connelly Pty Ltd, played by you, and clients of Connelly Pty Ltd, Dale Hurst and Sean Smith (trading as Hurst & Smith Plumbing), who owe Connelly Pty Ltd, $2,995.00 which is now in breach of the credit limit. You will need to refer to the Finance Policy and Procedure Manual of Plan2go Trading as Connelly Pty Ltd. An extract is in Appendix 3 of this assessment. Ensure compliance with the organisational procedure of repaying the debt within the specified timeframe.

Experiencing financial difficulties, the clients, Dale Hurst and Sean Smith have been invited by you to come to your offices to discuss a mutually agreed repayment plan. The clients will say the company can afford to pay up to $350.00 per month to clear the debt. The client has not made a payment to Connelly Pty Ltd for 75 days. Assume the date of the conversation is 31 March 20X1.

Role play participants:

Accounts Receivable clerk (you the student)

Dale Hurst (family/friend)

Sean Smith (family/friend)

Supervisor Accounts Receivable Section Connelly Pty Ltd(family/friend)

Prepare for the conversation between the accounts receivable clerk (yourself) and business owners of Hurst and Smith Plumbing, Dale Hurst and Sean Smith. Dale and Sean come into your office to discuss the debt. Your supervisor will also attend to observe and validate the discussion and outcomes agreed at the meeting. The conversation should be around 5-10 minutes long.

The participants who play Dale Hurst and Sean Smith will need to:

Know the financial position of the business, in respect of the debt to Connelly Pty Ltd, - owing $2,995.00.

Apply for an extension for payment of the debt, by paying of the debt within the company policy requirement until it is paid off.

Engage in a question and answer conversation with you that allows you to demonstrate questioning techniques and active listening when you clarify information with Dale and Sean. For example, acknowledgment of debt and capacity to repay

Before you start the role play, think about and plan the conversation. Refer to the list of criteria provided in the Observation Checklist (Appendix 1).

The conversation should include:

1. Greeting and introduction

2. Purpose of meeting

3. Outline of the problem with the debt owed to Connelly Pty Ltd.

4. Verify details with clients of debt status and capacity to be repaid

5. Possible solutions to the problem, that are within the Customer credit limit policy. Refer to Appendix 3 Extract of Credit Policy

6. What is agreed to in the conversation* (Evidenced also in Appendix 4)

7. Any follow up actions to be undertaken by both parties

8. Close the conversation

As part of Role Play 1 - *Appendix 4: Record of Client Discussions and Agreement requires completion and initialled by the clients (Dale Hurst and Sean Smith) and Supervisor of Accounts Receivable Section (on behalf of Connelly Pty Ltd).

NOTE: Following completion of the above and Appendix 4 you are required to complete Task 1 Report to Senior Accountant before proceeding to perform Role Play 2 (Part B).