1. Learning Outcome
Interview clients and obtain the necessary information to arrange a funeral
Criteria for Assessment
1.1
1.2
1.3
Interview a client, and gather information
Give information and advice to clients about product range
Accurately record details of the funeral order

2. Learning Outcome
Ask a client for decisions about the services they require.
Criteria for Assessment
2.1
2.2
2.3
2.4
2.5
2.6
List the key elements required for a Funeral and take instructions
Obtain instructions for type of service/religion and Clergy
Book Cemetery & Crematorium dates and times
Obtain instructions for cortege route and travel arrangements
Assist client with Coffin choice
Take orders for graves and memorials

3. Learning Outcome
Arrange a Burial and a cremation
Criteria for Assessment
4.1
4.2
Make all of the arrangements with all necessary agencies to enable a burial
Make all of the arrangements with all necessary agencies to enable a cremation

4. ARRANGEMENTS FORM
INFORMATION REQUIRED

5. ABOUT THE DECEASED Name Address Place of Death Date of death Age
Status
Occupation
Religion
Has Death Certificate been signed
Has the death been referred to the Coroner

6. ABOUT THE APPLICANT Name Address Telephone Relationship to Deceased
Occupation
Other contact telephone numbers

7. ABOUT THE FUNERAL Burial or Cremation Day and Date Time of Service
Coffin/Casket
Clergy
Hymns and Music
Cars: How many following cars. Where will the cars leave from. Time cars will arrive
Arrangements for handling Floral Tributes

8. OTHER SERVICES Death Notice and/or Obituary Catering Service Sheets
Donations
Viewing
Disposal of Cremated remains
Other requirements EG Flags, Pipers, Marching Bands etc

9. ABOUT THE ACCOUNT
Who will pay
How
Pre-Paid
DHSS

10. Event Management

11. Book the Clergy Telephone call Letter of confirmation Check Fees
Before funeral date fixed?
Letter of confirmation
Check Fees

12. Book Cemetery or Crematorium
If not already done this is one of the first things to fix.
Taking into account
Relatives wishes
Distance mourners will travel
Other commitments – yours, vicar, venue other main players.

13. Book Gravedigger The whole event may hinge on his availability
Some churchyards have their own
Most borough cemeteries use council staff
Parish cemeteries usually don’t
Make sure you know who is responsible for arranging the gravedigger

14. Book the organist
Don’t assume that the vicar will do it for a church service.
Some crematoria make a separate arrangement
Make sure the venue has an organ before you book one!

15. Order cremation certificates and other documents
From hospital
From GP
Notify coroner’s officer
Do the relatives know about registration?
Will you have all the paperwork in time?

16. Book chapel viewing time
Your company may have a diary for chapel visits
Don’t be unrealistic with time
If your company uses a trade embalmer make sure s/he is available.

17. Organise your staff and cars
This may be part of your job or left to others.
Either way make sure what you are arranging is reasonable for time between funerals.
Consider service and travel time before and after funeral

18. Learning Outcome
Describe additional services which may be required by a bereaved family
Criteria for Assessment
3.1
3.2
Know where to access additional services locally
Advise a client on local availability and cost of any additional services.

19. Order or arrange extras
Newspaper announcement
Service Sheets
Flowers
Extra cars, or specialist vehicles
Catering
Doves
Music

20. Have you arranged to receive…
CDs or tapes
Clothing
Items to be placed in coffin

21. Have you sent………….? Confirmations
Paperwork to Crematorium or Cemetery office
Newspaper announcement.

22. Checked and double checked everything
Have you…………..?
Checked and double checked everything

23. Learning Outcome
Provide client with itemised estimate and final invoice
Criteria for Assessment
5.1
5.2
5.3
5.4
Identify the difference between Funeral Director’s costs and disbursements.
Be aware of the company’s obligation to provide an itemised estimate.
Explain costs and Disbursements to a client
Prepare a written itemised estimate and final invoice