leadership and management

Guideline for BSBWOR50

1

Manage personal work priorities and professional development

About Your Assessments

This unit requires that you complete four assessment tasks. You must complete all tasks to achieve competency for this unit.

Assessment Task

About This Task

Assessment Task 1

: Written Questions

You must correctly answer all questions in this task to show that you understand the knowledge required of the unit.

Assessment Task 2: Plan Work Priorities

You must set and meet work priorities and use technology to manage time and priorities.

Assessment Task 3: Personal Development Plan

You must complete some research, seek feedback and assess your skills and knowledge to develop your personal development plan.

Assessment Task 4: Professional Development Report

You must participate in a professional development opportunity and report on it.

Assessment Task 1

Task summary

You must answer all questions below correctly.

Student instructions for Task 1

This is an open book test – you can use your learning materials as reference.

You must answer all questions in this task correctly using your own words.

You must answer the questions by typing your answers in a word processor such as Microsoft Word or similar program.

Submission requirements for Task 1:

Your answers to each question.

(

16 Questions

)

Written Question Answer Guidance

The following written questions may use a range of ‘instructional words’, such as ‘identify’ or ‘explain’. These words will guide you as to how you should answer the question. Some questions will also tell you how many answers you need to give – for example, ‘Describe three strategies…’.

·
Analyse – when a question asks you to ‘analyse’, you should do so in detail, identifying important points and key features. Generally, you are expected to write a response of one to two paragraphs in length.

·
Compare – when a question asks you to ‘compare’, you will need to show how two or more things are similar, ensuring you also indicate the relevance of the consequences. Generally, you are expected to write a response of one or two paragraphs in length.

·
Contrast – when a question asks you to ‘contrast’, you will need to show how two or more things are different, ensuring you indicate the relevance or the consequences. Generally, you are expected to write a response of one or two paragraphs in length.

·
Describe – when a question asks you to ‘describe’, you will need to state the most noticeable qualities or features. Generally, you are expected to write a response of two or three sentences in length.

·
Discuss – when a question asks you to ‘discuss’, you are required to point out important issues or features and express some form of critical judgment. Generally, you are expected to write a response of one or two paragraphs in length.

·
Evaluate – when a question asks you to ‘evaluate’, you should do so putting forward arguments for and against something. Generally, you are expected to write a response of one or two paragraphs in length.

·
Examine – when a question asks you to ‘examine’, this is similar to ‘analyse’. You will need to provide a detailed response with key points and features and provide a critical analysis. Generally, you are expected to write a response of one or two paragraphs in length.

·
Explain – when a question asks you to ‘explain’, you will need to make clear how or why something happened or the way it is. Generally, you are expected to write a response of two or three sentences in length.

·
Identify – when a question asks you to ‘identify’, you will need to briefly describe the required information. Generally, you are expected to write a response of two or three sentences in length.

·
List – when a question asks you to ‘list’, this means you will need to briefly state information in a list format, often with a specific number of items indicated.

·
Outline – when a question asks you to ‘outline’, this means giving only the main points. Generally, you are expected to write a response of two or three sentences in length.

·
Summarise – when a question asks you to ‘summarise’, this is similar to ‘outline’, only giving the main points. Generally, you are expected to write a response of two or three sentences in length.

Assessment Task 2: Plan Work Priorities

TASK

SUMMARY
There are two parts to this task:

·
In Part A, you will be researching priority-managing tools/technologies and creating a weekly schedule using one of these tools/technologies.

·
In Part B, you will be researching and reporting on managing stress and workplace health and well-being programs

SUBMISSION REQUIREMENTS FOR TASK 2:

· Scheduling technology research report for Part A.

· Weekly schedule for Part A.

· Modified weekly schedule for Part A.

· Email for Part A.

· Research document for Part B.

Part A –
Research Priority Management Tools (research possible scheduling tools)

Job task priority key:

U

Urgent

M

Medium priority

R

Regular activity

L

Low priority

Weekly job tasks for Sales & Marketing Manager:

· Respond to a media enquiry from local paper about services offered (U)

· Analyse media data to determine effectiveness of recent tv campaign and write report for Managing Director (M)

· Conduct weekly staff meeting and write up outcomes to send to team members (R)

· Conduct marketing strategist performance review (R)

· Meet with other department heads to co-ordinate coming projects (M)

· Provide content for regular tweets (R)

· Prepare blog entries (U)

· Review latest sales and marketing tools (R)

· Prepare monthly staff newsletter (L)

· Update content to social media accounts (R)

· Review sales and marketing budget to see if we are on track (L)

· Respond to emails from clients and potential customers (R)

· Organising staff weekly social event (L)

· Presentation about branding to staff (U)

· Meeting with Managing Director to plan events for the year (M)

· Prepare schedule of events based on meeting (M)

TASK

Based on the email and its attachment, you are to complete the following tasks:

· You are required to research
at least
three useful technologies/tools
(
Some examples could include Google calendar, Outlook calendar and any other task management software.) that managers can use to manage their work priorities.

Your research should be such that you are able to
describe each of the three tools/technologies and
how it assists in planning and prioritising work.

· Using
one of the technologies you have researched
, prepare a schedule for a typical week incorporating

all
of the
tasks listed for the job role provided to in the attached email.

· You will also need to factor in at least 30 minutes a day for relaxation to ensure a work-life balance. This can be any activity you choose.

· Assume your working hours are from
9am to 5pm with a
30-minute lunch break and that your
travel time to work each day is 30 minutes each way. You should also include at least 2 x 2 hours slots during your week to
catch up on jobs not completed.

· On the
Tuesday afternoon one of the systems your team uses breaks and the IT team is working on a solution. This has pushed back your team’s weekly schedule by at least half a day.

· On the
Wednesday morning the Human Resources Manager asks you to meet with them as an unexpected issue has been raised; that
meeting takes 2 hours out of your day.

· Make changes to your electronic schedule to fit these unexpected tasks in while maintaining your work life balance (think about the
2 x 2 hours slots you allow for). Provide a justification.

· Submit the
notes of your research (
Accept any reasonable technologies/tools specified by the student. You must also specify how they assist to prioritise tasks. Examples include: tasks, implementing milestones, notifications, calendar entries, journal and notes entries, reminders, reports, etc. ),
your weekly schedule
and your adjusted schedule to the
Managing Director using the
organisation’s email template
(accessible via the CBSA website).

The email must:

· Use the Email Template

· Specify who the email is being delivered to

· Specify who the email is being sent from

· Specify the date and time the email was sent

· Specify a relevant subject for the email

· Specify the research document, the weekly schedule, and the modified weekly schedule as the attachments

· Specify the body of the email detailing why they are sending this email.

You must provide your justification for the re-scheduled tasks.

· Specify the job position you are role playing in the email footer

Example schedule provided below:

Mon

Tue

Wed

Thurs

Fri

8.30 –

9am

Travel to work

9 – 10am

Write tweet content, update social media accounts, review latest sales and marketing tools and respond to emails

Prepare blog

entries

Write tweet content, update social media accounts, prepare blog entries and respond to emails

Write tweet content, update social media accounts, review latest sales and marketing tools and respond to emails

Write tweet content, update social media accounts, review latest sales and marketing tools and respond to emails

Write tweet content, update social media accounts, prepare blog entries and respond to emails

10 –

11am

Staff meeting

Update media data and write report

Catch up on jobs not completed

Prepare schedule of events for year ahead following meeting with

Managing

Director

11am –

1pm

Media enquiry response

Lunch

Eat lunch at

work

Walk for

30mins, eat

lunch at des

k

Eat lunch at

work

Walk for

30mins, eat

lunch at des

k

Walk for

30mins, eat

lunch at des

k

1.30 –

2.30pm

Media

release

Weekly staff

meeting

Prepare for Marketing strategist performance review

Marketing strategist performance review and report

Write monthly

staff

newsletter

2.30 –

3.30pm

Write email about staff meeting and send to team

3.30 –

4.30pm

Prepare for

branch

presentation

Branch

presentation

Organise staff weekly social

event

Review S&M

budget

Time to catch up on jobs not yet completed

4.30 –

5.30pm

5.30 – onwards

Gym work out for 1 hour before travelling

home

Travel home

Gym work out for 1 hour before travelling

home

Travel home

Meet with friends for

drinks after work and then travel home

Part B – Research and Report on Stress
The workplace has a high rate of incidents related to stress and internal research shows that staff don’t know how to maintain a work life balance. You are required to undertake some research and report on the signs and impact of stress, strategies that staff can use at home and at work to manage their stress, and the benefits of health and wellbeing programs for the organisation. You also recommend
four health and wellbeing programs that CBSA will support during business hours.

Using a word processor, prepare
a report of approximately two pages (
with quoted sources of information) that outlines your research and your recommendation for the

four health and wellbeing programs
, including:

·
Four health and wellbeing programs (
e.g.
weight management programs that may include nutrition advice or exercise; quit smoking programs; team sports; yoga and meditation; weekly free fruit boxes; Work Health checks and health assessments; Employer Assistance Programs; massage; pool tables and table tennis competitions; break out area; walking program; tai chi)

·
The signs and impact of stress (
e.g. memory problems; difficulty in concentrating; low attention span; poor judgement; anxious or racing thoughts; constant worrying)

·
Strategies that staff can use at home and at work to manage their stress (e.g.
practice relaxation techniques or meditation; eat a well-balanced, healthy diet; exercise regularly; get enough sleep)

·
The benefits of health and wellbeing programs for the organisations they work for (
e.g. increased individual productivity; reduced worker turnover; staff who feel valued; increased ability to attract new employees)

NOTE: Your recommendations should be based on evidence of effectiveness and success and include enough detail for the Managing Director to decide on whether to proceed. Be sure to quote your sources of information.

Assessment Task 3: Personal Development Plan

TASK SUMMARY

There are
four parts to this task:

·
In Part A, you will be planning personal work goals.

·
In Part B, you will be assessing your skills and knowledge against competency standards to determine development requirements

·
In Part C, you will be seeking feedback from others to identify, evaluate and select suitable development opportunities

·
In Part D, you will be developing a personal development plan and summarising a policy

SUBMISSION REQUIREMENTS FOR TASK 3:

· Summary report for Part A.

· Self-assessment document for Part B.

· Interview forms for Part C.

· Research notes for Part C.

· Email for Part C.

· Professional Development Plan for Part D.

· Email for Part D.

Part A – Plan Personal Work Goals

Based on the
Position Description and
Strategic Plan (Included Below ↓↓↓↓), you are to complete the following tasks:

· Consider what your
work goals for 12 months would be if you were in that position.

One of the work goals should be in relation to your own
professional development and

all
goals must be
S.M.A.R.T goals.

Prepare a professional, error free
brief report of approximately
one page
covering the following topics:

a) An
overview of CBSA, including the
purpose of the business, where it is
located and their
website address.

b) An
overview of the
company’s goals or objectives.

c) An
overview of the
position description for the job role.
Describe the
key responsibilities of the job role.

d) An
outline of the
five work goals that you have identified for this job position, including
why these goals are relevant to the job role and the
CBSA’s strategic goals/plans.
Explain why these are
suitable goals for a 12-month period. (
Accept any reasonable goals that relate to sales & marketing. Some examples are provided below:

·
Participate in social media marketing training in March 20XX;

·
Create incentive scheme to increase number of customers in February 20XX

·
Position Description and
Strategic Plan (Included Below ↓↓↓↓)

TASK 3 – PART A – Position Description

Sales & Marketing Manager

Job Overview

The Sales & Marketing Manager is responsible for planning and implementing sales, marketing and service development activities. They are to co-ordinate the customer relationships with existing and potential customers and investigate and provide expertise on possible new markets that the organisation can expand within.

Key Responsibilities/Duties

The following are expected responsibilities and duties for this role:

Develops and implements strategic marketing and sales plans

Forecasts sales and marketing activities in line with strategic objectives

Develops and manages sales & marketing budgets

Plans and monitors marketing activities including advertising and promotion events

Directing sales forecasting activities and setting sales targets

Establishes and maintains a consistent brand throughout the organisation’s documentation

Manage expenditure for Sales & Marketing activities in line with budgetary requirements

Develops and recommends service positioning in line with market trends

Ensures effective control of marketing goals, taking corrective actions as necessary to guarantee achievement of the goals

Develop and oversee market strategy in line with current market conditions

Monitors competitor services, sales and marketing activities

Development of marketing activity reports

Establishes and maintains relationships with partner/strategic organisations

Manages staffing, training, and performance evaluations for the Sales & Marketing department

Reviews and analyses sales performance

Directs market development activities and coordinates sales distribution by establishing sales quotas and goals

Manages relationships with key clients

Coordinates liaison between sales department and other departments

Assists other departments to prepare publications

Prepares periodic sales report providing insights into market conditions and sales volumes

Expected Competencies

Business Acumen

Communication Proficiency

Customer/Client Focus

Leadership

Presentation Skills

Problem Solving/Analysis

Results Driven

Strategic Thinking

Education

Minimum of Advanced Diploma of Leadership and Management or higher qualification.

TASK 3 – PART A – Strategic Plan

Mission statement: ‘Helping businesses to help themselves.’

Vision statement: ‘To become Australia’s largest business advocate.’

Core values

Our commitment is to:

Implement innovation and excellence

Provide ways to help customers grow so they are successful

Empower and inspire our customers

Behave honestly with respect for all individuals

Act professionally with our customers and each other

Continually pursue new knowledge and share this openly with others

Strategic plan 20XX

Strategic objectives for this year include:

Acquiring five new clients per month

Maintain 90% retention rate of our existing customers

Grow our business financially by 25%

Implement three new services for our clients

Grow our workforce to support new services and expected growth

Part B – Assess Skills and Knowledge

You are required to complete a
self-assessment of their knowledge and skills against the necessary minimum qualification expected for their job role. For your self-assessment, you are encouraged to assess yourself against the

Advanced Diploma of Leadership and Management using the attached self-assessment template
.

TASK

Identify two Units of Competency from the Advanced Diploma of Leadership and Management to assess your skills and knowledge against. The Advanced diploma can be found at the following link:

https://training.gov.au/Training/Details/BSB61015

Complete the self-assessment of any

two units
from the
ADVANCED DIPLOMA of LEADERSHIP and MANAGEMENT using the self-assessment template provided by your assessor/below.

A partial example is provided below for the unit of competency BSBMGT608 Manage innovation and continuous improvement, that the student must replicate based on the units of competency they have selected:

x

Elements

Performance criteria

Self-assessment

Provide brief comments as to how you determined your assessment

1

2

3

4

5

ranking

1. Review programs, systems and processes

1.1. Establish strategies to monitor and evaluate performance and sustainability of key systems and processes

x

I have some skills and knowledge of implementing continuous improvement systems which I gained through my studies.

1.2 Undertake detailed analyses of supply chains, and operational, product and service delivery system

I have not encountered this area in my studies or in previous employment I have had.

Part C – Identify Development Opportunities

TASK

Based on the email and its attachment, complete the following tasks:

Complete professional competence research (
INTERVIEW Response Form/Template)

a) Interview at least

three fellow students
who will be role-playing managers at CBSA (Not the Marketing &Sales Manager; you play that role). Use the

interview response form
to document their responses.

· Ask them to identify the
skills and knowledge that they
consider most important for a
manager to develop.

· In addition, ask them to
discuss one example of
a professional development activity they have undertaken (or want to undertake) and
how this was/will be beneficial to them. Ask them whether they would recommend this activity to you as part of your development.

· Discuss your ranking in your self-assessment and
ask for suggestions for any additional professional development activities you could complete to develop your competence.

Networking Review (draft a research note)

a) Identify and describe at least

three formal networks
that a
manager in the sales and marketing field could participate in.

b) For the
three formal networks identify:

·
Organisation name (e.g. Australian Marketing Institute

Australian Marketing Institute (AMI) – the largest network for professional marketers in Australia

) and
contact details including telephone and email

· The
services offered by the networking organisation

· The
costs involved in joining the networking organisation

· The
benefits you believe joining the network brings to you

· Any other relevant information

· Details of an upcoming event
(

https://ami.org.au/ami

–

webinars/

) provided by the organisation that you are interested in and why you are interested in the event

Research potential professional development activities (relate to the above-mentioned events) that you could complete that would help you develop your competence in the units that you have self-assessed.
Note the details of the activities.

·
Prepare a word document with the outcomes of your research, your
network review and a
list of at
least four potential development activities
.

Send the
document and the
interview responses in
an email
; that includes an
introduction and a
brief summary of the
interview responses.

The email must:

Use the Email Template

· Specify
who the email is being delivered to

· Specify
who the email is being sent from

· Specify the
date and time the email was sent

· Specify a
relevant subject line for the email

· Specify the
Interview forms and
your research notes as the attachment

· Specify the body of the email detailing why they are sending this email.

· You
must include an
introduction and a
brief summary of the interview responses ▪ Specify the
job position in the email footer

Part D – Develop a Professional Development Plan

TASK

Based on the email and its attachments, complete the following tasks:

Personal Development Plan.

You are required to
develop a professional development plan. Using the Professional Development Plan Template. You must

complete all
sections of the template:

▪ Your personal and professional goals for the next
12 months and five years.

· Your perceived
strengths in your
skills and knowledge, as well as areas that you would like to
improve or gaps you would like to fill (e.g. as identified through your self-assessment, interviews or in response to new industry trends).

·
Four professional development activities based on areas for improvements and/or gaps you have identified. The activities may be a
combination of long-term and
short-term goals and may also include the networks that you have identified.

−

One of the activities
you identify must be able to be completed prior to the completion of this unit of study through one of your identified networks as you will need to participate and report on this

professional development activity for Assessment Task 4
.

NOTE: You must choose an activity that involves interaction with others. You should choose an activity that you can easily participate in such as attending a
free networking event or seminar, a
live webinar, or
participating in a discussion on a
professional blog or in
LinkedIn.

− At least
one of the professional development activities you identify should be
in response to the feedback provided in
part B of this assessment.

− For each activity
provide the reason(s) why you have identified this as a priority and
by when you would like to address the priority.
Include an explanation about how each suits your learning style.

Read the attached

Professional Development Policy

(
COPY BELOW ↓↓↓↓) and provide a brief overview of how one of your planned activities fits with the policy.
For example:
who will cover the cost,
who will approve the activity,
how much financial support
will be provided and
what are your next steps?

· Submit the
Personal Development Plan and your
policy brief in an email to
Gavin Stead with an
introduction on
how you can serve as a role model in a workplace through work planning.

The email must:

· Use the
Email Template

· Specify
who the email is being delivered to

· Specify
who the email is being sent from

· Specify
the date and time the email was sent

· Specify a
relevant subject line for the email

· Specify your
Professional Development Plan as the attachment

· Specify the body of the email detailing why they are sending this email. You must include a brief overview of how one of your planned activities fits with the policy ▪ Specify the job position they are role playing in the email footer

A partial example is provided below(The development plan is relevant to Sales &Marketing):

Timeframe	My personal goals are:	My professional goals are:
Next 12 months	Complete my Advanced Diploma of Leadership and Management Improve fitness	Learn more about social media marketing Meet other like-minded professionals to share ideas
Next 5 years	Save enough money to buy a house Have a stable job	Set up my own marketing company

Your priorities

Based on the identified areas for improvement and/or gaps, list priorities for professional development.

Identified area improvement/gap	of	Briefly describe why this is a priority	By when?
1. Social media marketing	A lot of companies are using social media for marketing and therefore I think it’s important to know more and to be able to use social media for marketing.	End June 20XX
	2.
	3.

Professional develop activities

Planned professional development activities (next 12 months) based areas of improvement/gaps.

2.

3.

Name of activity	Details	Benefits of activity	Date	Cost (if any)
1. Social media quick starter workshop	Free online resource	Provides simple step by step instructions about how to build social media presence. It’s free and I can do it in my own time.	A specific date	Free Or an amount of charges

Professional Development Policy (
COPY BELOW ↓↓↓↓)

Professional Development Policy

Purpose

CBSA is committed to providing a supportive and rewarding environment for employees and recognises that the quality, responsiveness and professionalism of its workforce is inextricably linked to the company’s achievement of its strategic goals.

The purpose of the Professional Development Policy is to encourage and support employees to actively pursue their personal and professional development. CBSA acknowledges that continuing professional development contributes to personal job satisfaction, workplace productivity, reward and recognition.

Policy

1. Identifying development needs

1.1. A staff member’s learning and development needs are primarily identified through the performance cycle and are captured in the staff member’s Personal Development Plan.

1.2. Learning and development needs can relate to technical or behavioural capabilities required for the staff member’s current role or future career ambitions. Behavioural capabilities are defined in the Behavioural Capability Framework. For further information refer to the Behavioural Capability Framework guideline.

1.3. Where learning and development needs and opportunities have not been identified and agreed to in the staff member’s current personal development plan, staff will generally not be given approval in that financial or calendar year.

Procedures

1. Professional Development

1.1. Each department’s manager has the primary responsibility for the provision of professional development programs and activities for employees within the department including the manager’s own. The Human Resources department provides advice and support for professional development.

1.2. Staff requesting professional development must complete the Staff Application Form and have it approved by the relevant manager, outlined in this policy and the application form.

1.3. Send the completed and approved application to their manager for final approval and budget allocation. Managers must submit it to the Managing Director.

1.4. The Human Resources department will provide a Staff Study Agreement for you to sign, where relevant, at which point you may register or enrol for your professional development opportunity.

1.5. The Human Resources department will not approve any study or professional development activities that staff have already commenced without prior permission.

1.6. Human Resources are not responsible for enrolling staff into their activities, paying directly for activities, booking travel and accommodation and will not reimburse staff for any associated costs such as meals, travel, accommodation, equipment and resources, stationery, etc.

1.7. Study leave and exam leave is to be approved by the Managing Director. Please read the award for allocations. Staff enrolled in Higher Education programs are eligible to apply for study leave and exam leave.

1.8. Staff are responsible for providing evidence of completion to the Human Resources department in the way of a Statement of Attainment, Completion Certificate, etc.

2. Financial Support

2.1. Internal professional development programs will be informed by the company’s strategic goals and priorities. Internal providers are funded solely by the company, and as a general principle, managers are not required to fund internal professional development programs other than to provide work time for employees to attend programs or to subsidise costs such as an external consultant, catering or printing. Managers are responsible for approving attendance at internal professional development programs.

2.2. Where Human Resources requests the Training department to develop and deliver a specific development program, the costs of development and delivery are to be met from the requesting department’s budget with costs agreed to as part of the planning process. The Managing Director is responsible for approving the costs and attendance.

2.3. Continuing Professional Development (CPD) costs will be met by each department’s budget upon approval of activities on an annual basis. The Managing Director is responsible for approving attendance at CPD programs.

2.4. Staff enrolled into Higher Education programs must read and adhere to the procedure in the Staff Agreement. The Managing Director is responsible for approving attendance in HE programs.

2.5. Traineeships and other AQF level (Cert II, III, IV, Diploma and Advanced Diploma) qualification costs will be met by each department upon approval. The department’s manager is responsible for approving attendance of these programs.

Short courses, seminars and conferences costs will be met by the individual department’s budgets. Department managers are responsible for approving attendance for short courses, seminars and conferences.

Assessment Task 4: Professional Development Report

TASK SUMMARY

Students are to participate in the professional development opportunity they identified in

Assessment Task 3 and report on it.

SUBMISSION REQUIREMENTS FOR TASK 4:

· Professional Development Report for Part A.

Task

Complete the following tasks:

This assessment task requires you
to participate in and report on a professional development activity that you
identified in your personal development plan.

When you have
participated in the professional development activity, you will need to
complete the professional development report template. You will need to complete

all
sections of the report. You should answer each question in a

paragraph or two
.

Title of the professional development opportunity:

Overview of the activity:

Who presented/delivered the activity?

Date:

Time:

Duration:

What did you most like about the professional development opportunity?

What did you least like?

Provide an overview of what you learnt:

Other than learning, what other benefits did participating in this professional development opportunity provide to you?

Would you recommend this activity to others?

1

1

7

image10

image11

image8

image9