leadership and management

leadership

Guideline

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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:

Urgent

Medium priority

Regular activity

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, 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

Eat lunch at

work

Walk for

30mins, eat

lunch at des

Walk for

30mins, eat

lunch at des

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:

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

) 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.

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.

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?

BSBWOR501

Question1:

Self appraisal is a process of where an employee reviews the performance by themselves. They at first learn about themselves than evaluate their strength and weaknesses and find out their significance or their worth. Self appraisal contributes to a performance review by letting employee know their own level of performance and allowing them to get closure to their responsibilities and development of their career.

Question 2:

Peer appraisal is the process which is developed to observe and improve the job performance. During the process the colleagues who are in the same team evaluate the work of colleague and gather the opinions and ideas towards his/her performance.

a. The benefit of peer appraisal is it helps in increasing the accuracy with the help of feedback.

b. Wide range of opinion.

Question 3:

The four components of manager’s role and responsibilities that are measured by KPI are:

Customer Satisfaction

Internal Process Quality

Financial Performance Index

Employee satisfaction

The KPI can be measured by:

Establishing goals and objectives

Establishing critical success factors

Consistent Measurement and Assessment

Question 4:

Three personality type tests that are common in Australian workplaces are:

1. The Hogan Personality Inventory

The Hogan Personality Inventory (HPI) explains normal, or colorful-side attitude-qualities that classify how we relate to everyone else when we are at our finest. Whether your goal is to identify the right hire or to build stronger leaders, you get highly valued idea of how people work, how they lead, and how productive they will be.

2. The Myers-Briggs Type Indicator

It is a set of questionnaire which help an individual to identify their personality type and preference. It helps to understand how a person make decision.

3. The Caliper Profile

The Caliper Profile is an objective assessment which involves evaluating the personality traits and individual motivations of a person to predict behavior patterns and potential on-the-job.

Question 5:

Advantages of personality test are:

1. Personality assessments typically measure behavioral traits which might be appropriate for some professions.

2. In a limited amount of time during an interview, applicant talents and strengths will often be missed on a resume or face-to – face, but a personality test gives a greater glimpse into how they could blend into a climate of work environment.

3. Taking personality tests before an interview tends to limit the pool of candidates as it provides an insight into the personalities of all applicants and enables the interviewer identify which candidates should be called to an appointment.

Disadvantages of personality test are:

1. It can take time and effort and commitment to complete certain personality tests, which can discourage a prospective candidate from moving forward into the selection process.

2. Workforce diversity might become lacking if all workers had the same characteristics.

3. Personality testing can be pricey, from paying for the assessments to hiring anyone to score the assessments. This has to be measured against the possibility of giving the position to the right candidate.

Question 6:

Self awareness is required in leadership because self awareness enables leaders to acknowledge the weaknesses in their professional skills and focus on areas where they are most productive, as well as areas where more improvement is required. Also, this will help leaders to identify their strength and weakness and give chance to work on them, help the managers to think of new ideas with an open mind, understanding the boundaries and maintain self discipline.

Question 7:

The benefit of conducting behavioral assessment is:

1. It offers better understanding on why people behave in a particular way and try to understand the social and environmental factor that bring changes to behavior pattern of a person.

2. Behavior assessment can provide the solution to the behavioral difficulties and suggest what will be the best.

Question 8:

Personal development is a method or a strategy that helps us to handle the learning and development of our own. It uses the idea of reflection to encourage one to keep records of the actions he has taken toward learning knowledge and skills. It helps one to track improvements in life needed and strengthen the shortcomings necessary. The plan offers a measure for an individual to see their growth, and to assess the potential skills to be developed.

Question 9:

As we are aware goal setting is one of the most important thing in any organization. The objective is actually a plan that we are going to take which will lead us towards our target. The goal we set up must be SMART which includes,

Specific: The goal must be specific and clear. It should be simple not vague. Everyone should understand what the goal is and should focus more on how to achieve it. The specific goal should have the queries like:

What is the objective?

Who is responsible to attain it?

What are the action that must be taken?

How to attain it?

Measurable: The goal should be measurable so that we can have an idea regarding the progress we have made. If we have not gone too far from where we started than we have to make some improvement in our goal. Also if the goal is not measureable than it would be difficult to attain it. For example:

Increasing revenue by 30% in 2 years. We can have a track on how much we are able to work on our goa and how much more required.

Attainable: The goal must not be too big which is impossible to obtain. It should be realistic. If the employees are saying that the goal is unrealistic or not reasonable than the goal is not properly discussed and set.

Relevant: The goal must be relevant. It should be result oriented. In this stage, we have to evaluate why the goal important for our organization? Is it fruitful? What are the benefit?

Time-based: The goal must have a deadline. We cannot have goal for an infinite number of years. The discussion must be on till when can we obtain the objectives. Is the goal we have set is for long term or short term? Can we obtain it within 5 year or can we obtain it within 1 or 2 year?

Question 10:

Pareto principle 80%/20% is a principle where 80% of output is the effect that comes from 20% of the causes. Time management is about increasing the efficiency by fixing the personal issue first so that a person can give effort to their work which would be faster and easier. Solving the personal problem will help an individual to increase their performance and manage their time.

Question 11:

We can manage time at work by:

1. Establishing a regular routine-and maintain it

Having a plan will help us to manage the time properly. We can make a simple routine by writing in a piece of paper what we are going to do throughout the day. If we write all the task it will help us to prioritize the important task and complete it and we wont be vague in what task needed to be done.

2. Prioritize the important task

For a time management we have to eliminate the least important task and should place the important task at the top of the list. First we have to separate urgent and important task, then we have to figure which is important but not urgent. Doing this, we can finish the the task.

3. Eradicate distraction

There are lot of things that can distract us from our work. These things might be television, Facebook, text message, phone calls, co-workers and many more. In order to be productive we should always try to minimize these distractions and focus on the important task. For this we may have to close the door and ask no one to enter, put mobile phone in silent mode, do not spent a lot of time on t.v or social media.

12. Negative effect of technology on work balance are:

Technology can bring negative effect in work life balance.

Using tablet, computer for a long time might lead to anxiety. People might fee stress, headaches, neck pain.

Using the electronic devices might tempt people to spend more time in it as it always has interesting content in it. But with this people follow the bad sleep routine. This affect the personal as well as professional life of the people.

13.The strategies that a business can provide the staff to maintain work-life balance includes;

Providing Flexibility: To motivate employee and to make their performance better staff require flexible working hour and other various opportunities like, letting them work from home, providing them enough hour at work, providing break and other facilities that will make their life easier.

Providing technology:

Technology will ease the work for employee. Providing the right technology to the staff will help them be productive. With the help of technology, the work will take less time to finish.

Providing leave and supporting them for a good family time

Providing employees annual leave will help the business as well as an individual to live healthy life. It will balance both work and life of an employees. They will have time to enjoy with family, go on vacation. They can get rid of stress and can be motivated.

14. The learning styles are:

1. Visual: It contains of visual information. The information is shown using a pictures, diagrams, figures and various images, demonstration.

2. Verbal: The information is delivered verbally through speech or writings.

3. Kinesthetic: The individual learns through body and sense of touch.

4. Auditory: Learning through listening to sound, tunes, music or even rhythms.

5. Solitary: Learning when we are alone. We can concentrate, get ideas and focus when no one is around.

15. Knowing our learning style is important because:

It is not necessary that everyone learn with the same techniques. Some mind observes things differently and might prefer different ways to receive the information. When we understand which techniques work better for us than we can work on it to learn and understand things better.

16. Five ways to learn things at work are:

1. Taking notes whenever we think it is important: Verbal learning

2. Being ready for any challenges: Social learning

3. Focusing on solving problem: Logical learning

4. Making friends and communicating: Verbal learning

5. Getting a mentor: Verbal learning

Assessment task 2

Part A: Research Priority Management Tools

1. Technology that are required for managers for their work priorities are:

Google Calendar

Google Calendar is a planner service created by Google for managing time and planning.

With this, manager can: Create an even, set up a reminder, add location and can ask other people to join the event. It will remind the manager about the event that has been set it according to his time preference. It will pop up in the phone also the information can be shared.

Outlook Calendar

Microsoft Outlook Calendar is an excellent model for organizing conferences, programs, holidays, and projects and arranging them. It lets us see the wider image of our plan over just a few clicks. It will arrange our regular, weekly, and monthly timetables in a single software.

Monday.com

Monday.com is a software development tool that helps enterprises to perform and track projects, its deadline, and work in a team. It helps in delivering the best by letting us view data in a timeline, map, calendar and helps in avoiding errors.

2. Weekly Schedule

Travel time to work

Lunch break

Check the jobs that are previously not completed and try to finish it.

Travel back to home

TIME

MONDAY

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

8:30A.M.-9:00 A.M.

Travel time to work

9:00 – 10:00 A.M

Check the emails, messages and take the calls.

Check email and reply. Prepare for the media enquiry.

Check the emails, messages and take the calls. Make a mobile marketing strategy.

Check email and reply. Do online and offline advertising campaign.

Conduct a market analysis to recognize the customer needs and trends.

10:00-12:30 A.M

Reply each of the message, e-mails and spend some time in social media promoting the CBSA.

Review the promotion techniques and prepare list describing the product and service offerings.

Prepare weekly sales and marketing reports.

Monitor the report and sales performance after application of the discussed strategy.

Check the jobs that are previously not completed and try to finish it.

12:30-1:00 p.m.

Lunch break

1:00-2:00p.m

Research and get update on recent marketing strategies and figure out which one would be effective.

Work with advertising company and plan the activities to promote the service.

Having a company sales meeting.

Implementing new media technologies for promotion which might includes YouTube video, blogs, webcasts.

Perform market segmentation and targeting. Detect the change required.

2:00-4:00 p.m.

Research and email the client for the feedback of the service currently available and about the changes they want.

Manage and motivate the sales and marketing professionals.

Produce a report giving insight of all marketing performance of CBSA.

Develop pricing strategy of CBSA for a long run.

4:00- 5:00 p.m.

Have a short meeting with the department heads regarding the current sales.

Research on hiring, training of the new employees.

Develop various CBSA campaign for external support.

Conduct a sales meeting.

Monitor KPIs and performance of CBSA and prepare to work with Global distributor.

5:00-5:30 p.m.

Travel back to home

3. Revised Weekly Schedule

TIME

MONDAY

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

8:30A.M.-9:00 A.M.

Travel time to work

9:00 – 10:00 A.M

Check the emails, messages and take the calls.

Check email and reply. Prepare for the media enquiry.

Check email and reply. Do online and offline advertising campaign.

Conduct a market analysis to recognize the customer needs and trends.

10:00-12:30 A.M

Reply each of the message, e-mails and spend some time in social media promoting the CBSA.

Review the promotion techniques and prepare list describing the product and service offerings.

Monitor the report and sales performance after application of the discussed strategy.

Check the jobs that are previously not completed and try to finish it.

12:30-1:00 p.m.

Lunch break

1:00-2:00p.m

Research and get update on recent marketing strategies and figure out which one would be effective.

Work with advertising company and plan the activities to promote the service.

Research on hiring, training of the new employees.

Implementing new media technologies for promotion which might includes YouTube video, blogs, webcasts.

Perform market segmentation and targeting. Detect the change required.

2:00-4:00 p.m.

Check the jobs that are previously not completed and try to finish it.

Produce a report giving insight of all marketing performance of CBSA.

Develop pricing strategy of CBSA for a long run.

4:00- 5:00 p.m.

Have a short meeting with the department heads regarding the current sales.

Develop various CBSA campaign for external support.

Conduct a sales meeting.

Monitor KPIs and performance of CBSA and prepare to work with Global distributor.

5:00-5:30 p.m.

Travel back to home

Conduct a meeting with Human Resource Manager.
Check the emails, messages and take the calls. Make a mobile marketing strategy..
Have a company sales meeting with staff.	Research and email the client for the feedback of the service currently available and about the changes they want.
Manage and motivate sales and marketing professionals.

Justification:

As the system broke down on Tuesday afternoon at around 2:00 p.m. I have to revise the schedule so that everything can be finish on time. Because of the problem in electronic technology I swap the plan from Tuesday to Wednesday and tried to finish those which do not require any electronics. For example: On Tuesday I couldn’t conduct the research and gain feedback with employees instead I had the meeting with staff regarding sales of the company. I shift the feedback session for Wednesday.

4.Subit an email

Email

To:

Gavin Stead

From:

Tina Hughes

CC:

BCC:

Date/time:

<<18/10/2020>>

Subject:

Attachments:

To <>,

Hello Gavin,

I will like to notify you about the changes I made in our weekly scheduled task. As you are aware we had a technology issues on Tuesday afternoon due to which we had no access to electronic equipment. I had to re-schedule the activities. So, I gave priority to those activities which doesn’t require computers and internet. Therefore, I plan company sales meeting on Tuesday which was going to happen on Wednesday. And from 4-5 pm I did a motivational program with sales and marketing department. On Wednesday morning I had a meeting with Human resource and solved the problem. After that the day went as planned. All the electronic activities that were supposed to finish on Tuesday were done on Wednesday. I prioritize the task and complete everything on time.

Should you have any question don’t hesitate to write to me.

Have a nice day!

Kind regards

300 Fictional Way, Sydney, NSW 2000

Phone: 1800 111 222

www.cbsa.com.au

PART B

RESEARCH AND REPORT ON STRESS

In CBSA we have record high rate of incidents which are related to mental trauma. The research we conducted has showed that the employees who work here are finding hard to maintain their personal life and work life. It is very sad to say that people are not being able to manage their time in home and in job. For our organization to function properly, it is very important for us to have a productive employee. To have the productive employees we need to focus on their mental and physical health. So, we really want to solve the issues which will impact our workers and our function in the organization. This is the research I have done and identified the requirement of healthy life:

The sign and impact of stress:

Some people might get stressed in a little things and don’t know how to get rid of it. They might show different behavior while they are in tensed and it is really important o figure out if someone is having a stress. The stress will impact their living and might have chronic affect. For us, as an employee we can identify the stress of the employees by asking them if anything is wrong. We can also look at their facial expressions, if they looked sad, not interested, no energy, remains quiet all the time, don’t interact as they used to then we can figure out there is something that is affecting them. When we identify the thing we should help them to recover this. The impact of stress might be very serious if we don’t try to solve it sooner. The people might face difficulties in remembering things as their mind is already occupied, they might not be able to concentrate in anything and don’t give attention to it. Many times due to stress the person might look worried and agitate. Their mind might be filled with negative things and they might judge everything negatively. (Health direct)

Strategies that staff can use at home to reduce their stress:

Staff should try to manage their level of stress as possible. Thinking and brooding over a thing is never a good idea. To manage stress an employee can talk to their friends inside or outside of the office, they can share what kind of feeling they are having. If they don’t want to discuss with family or friend than it is better to do take some counselling, it will definitely help them. Also employees need to take a break from their work with this they might reduce the work related stress. They can spend time by themselves or with loved ones in home and also they can go on a vacation where they can feel relief and their mind can be fresh. Also, it would be helpful if they engage themselves in other things that excites them and keep themselves busy. This would let them stay far away from the thought as they would be busy in some other things.

Also, doing some exercise and yoga will keep them calm and far away from stress. It is very important to eat a healthy nutrients diet and have a good sleep.

The benefits of health and well being programs.

The health and benefit program will help employee not only to reduce stress but provide them an idea of how to live a healthy life. This kind of program will help employees to improve their morale, teach them to have a social interaction and work in a group, it will help them to work and to increase productivity as a result they will have a higher job satisfaction. Let us discuss further more:

Reduced health cost

The staff who adopt healthy life style would avoid poor life style decision. The programs would help them to get knowledge of the lifestyles they are living, they would be more focused towards exercise, nutrition, anti-smoking lifestyles. This would benefit the organization as employee would not fall sick over chronic disease.

It will help the mental wellbeing

This program would help employees to reduce various problems which are related to: work overload, harassment and bullying, workplace culture, conflict with staffs and many more. When these problems are solved this will help to reduce the rate of absenteeism.

It will reduce the staff turnover rate

When staff are focused towards healthy living and enjoys working in the organization than they are less likely to leave the organization. Advertising for the vacant post, recruiting, training the new employees will cost lot of time, money to all the organization. Staff turnover would bring all this expenses while happier staff would save the turnover cost.

Increased Productivity

Health and well being program will increase the productivity increase the well being of people, improve the diet, have a healthy mind with less stress. (Employment law practical handbook)

Four health and well being programs

As we now know why health and well being of employees is important in an organization, now we can discuss the type of different programs that might help:

Quit smoking program

As we know the employees who smoke have a higher chance of getting ill. They will have health related issues sooner or later. If the organization develop this kind of programs which will help employees to encourage to quit smoking and adopt healthy life. Employers can arrange a pharmacological assistance who can guide the staff and reduce the rate.

Yoga classes

Offering free yoga classes in an organization will help employees to get rid of their stress. Yoga and meditation will help people to stay calm, get rid of negative thought and have positivity with in them. Yoga will improve the concentrating power and make the employees to be focused in their destination.

Employee assistance programs

These type of program will help employee to reduce depression, anxiety and stress from them and will provide the will power. These are the assistance which are provided outside of the workplace and support employees in maintaining confidence, boosting satisfaction.

Fitness challenges

Employees can have wellness and fitness challenges programs which will encourage them to stay healthy and fit. The challenges might be required to increase wellness habits for example drinking plenty of water, quitting smoke, doing exercise, having meditation where staff motivate each other to reach certain estimated goals. (Holistic Service Group)

TASK 3: Personal Development Plan

Part A: Plan Personal Work Goals Report

1. Complete Business Solutions Australia (CBSA) is a multiple award earning, accredited Sydney-based company that provides small, medium and enterprise-sized companies with business planning advisory services throughout Australia. It is located in

300 Fictional Way, Sydney, NSW 2000

and the website name is www.cbsa.com.au.

The company strategic plan for year 2020 includes focusing on acquiring five new clients every month, growing the CBSA’s business by 25%, Help to implement 3 new services and to grow the workforce in the company. Also, we have to focus on maintaining 90% customer retention rate.

My role as a Sales and Marketing manager would be related to marketing activities and service development. I should investigate the market, implement sales strategies and attract more clients. Also I would have to focus on managing customer interaction and to provide ideas about the new markets which will help this company to develop. The key responsibilities of my job includes:

Developing and executing marketing and distribution business strategies, forecasting sales, managing budget and selling the service, targeting the sales and achieving it, developing marketing strategy and understanding the market preference, maintaining good rapport with existing clients and also attracting new clients with the service, providing guidance to the other department and preparing report regarding the sales strategic, marketing, sales volume.

Five work objectives I have identified for this position are:

a. Increasing the customer target by gaining 3 customers each month. I will try my best to obtain higher rate of customer each day as it will increase the company sales. This goal is relevant because gaining the customer is month is not easy task. This is suitable for 12month because this goal will help to increase the number of client and the sales rate.

b. I will maintain the highest costumer retention. This is to satisfy the existing customer and help them to stay with us for longer. For this I will come up with various sales strategies and pricing. This would be included in 12-month goal as it would identify the level of service our company has provided and how much we are successful to fulfill our client expectation.

c. Implementing three new services each year would help to meet the customer needs and give various option to them. It will help them to stick with the company as company Is focusing in the client desire and coming up with suitable product or service. It is relevant to CBSA as this will increase the service varieties and increase the sales rate. It would be 12-month plan as coming up with more than 3 products each year might be confusing. Also, we have to give time for a client to use the product, develop ideas and to provide feedback.

d. Growing business financially is very important to survive in the market. I will try to increase the growth of CBSA by more than 25%. It is relevant as it will attract more investors and analyst. Also it would be suitable as a 12 month goals as it will help CBSA to survive in a long-term with sufficient capital.

e. Growth of workforce is required as the CBSA will grow and have new services. It is relevant as it would help in identify the trend and help in delivery of the services to the client. It would be suitable for 12-month goal as it would help in increase productivity and service offerings.

Part B: Assess Skills and Knowledge

Unit of competency

I have no skills and knowledge in this area

I have some skills and knowledge in this area

I have sound skills and knowledge in this area, but further development and experience would be valuable

I am fully competent in this area

I have strengths in this area, and I can provide coaching and mentoring to others to develop their skills and knowledge

Unit of competency: PSPGEN067- Establish and maintain strategic networks

Elements

Performance criteria

Self-assessment

Provide brief comments as to how you determined your assessment ranking

Identify features of required strategic networks

1.1 Identify the strategic value and likely outcomes of participating in networks at an individual and organizational level.

I have worked in a team and participate in various networking platform to get the desired outcomes.

1.2 Research and assess the benefits of existing networks.

I can investigate with the available resources and access the network benefit.

1.3 Identify key stakeholders and their needs, expectations and roles.

I have learned about the needs, roles and expectation of key stake holder.

2. Identify or establish network links with key stakeholders

2.1 Identify existing network links between key stakeholders, and identify and initiate strategies to maintain or expand them.

I have studied about how to identify and maintain the link as well as expand the network with stakeholders.

2.2 Establish and use new network links between self and key internal and external stakeholders.

I have studied these during my diploma.

2.3 Develop and maintain strong working relationships among network members.

I have knowledge in developing and maintaining workplace relationship which I developed during my work.

3. Build strategic relationships

3.1 Establish effective communication channels to exchange strategic information for the mutual benefit of network members.

I have experience in communicating effectively.

3.2 Interact and consult with key stakeholders to anticipate developments that may impact on the organization and require a strategic approach to dealing with them.
.

I know how to interact and consult with stakeholder and deal positively.

3.3 Identify and address misunderstandings and conflict situations.

I have studied about conflict resolution and its process.

3.4 Seek and act upon opportunities to improve communication processes and achieve mutually beneficial outcomes.

I have learned and experienced about the importance of effective communication and mutual understanding.

Unit of competency: BSBMGT624- Develop and implement corporate social responsibility

Elements

Performance criteria

Self-assessment

Provide brief comments as to how you determined your assessment ranking

1. Identify context for corporate social responsibility

1.1 Establish the environment for corporate social responsibility in the enterprise context

I have learned about the corporate social responsibility.

.2 Qualify and quantify the drivers for corporate social responsibility

I have to learn more in this area.

1.3 Identify the current and expected benefits to the enterprise from corporate social responsibility

I have gained knowledge in business class.

1.4 Analyze legislation, regulation, standards and enterprise policy that impacts on corporate social responsibility

I have some knowledge in this area.

1.5 Identify opportunities for, and barriers to, socially responsible practices

I have enough knowledge to understand the barrier, opportunities and responsibilities.

2. Engage stakeholders in setting objectives and policy

2.1 Identify stakeholders relevant to corporate social responsibility

Gained the knowledge while studying.

2.2 Determine appropriate forms of engagement for different stakeholder groups

I have learned in the class.

2.3 Engage and consult stakeholders to develop corporate social responsibility objectives and policy

Learned in class.

3. Implement corporate social responsibility policy

3.1 Prepare and distribute clear documentation regarding rights and responsibilities for corporate social responsibility

Have seen and have knowledge regarding the policy regarding CSR.

3.2 Provide for effective learning and coaching and other change management strategies

Gained knowledge in the class.

3.3 Negotiate with relevant stakeholders to integrate corporate social responsibility into relevant systems, procedures and processes

Have to build more experience towards negotiation.

4. Monitor and evaluate corporate social responsibility

4.1 Conduct regular reviews of corporate social responsibility integration with relevant persons

Have done this kind of interaction with people and research before.

4.2 Evaluate corporate social responsibility against organizational goals and expected benefits

Have learned about in the class.

4.3 Identify and recommend improvements to corporate social responsibility policy and practices

Have gained knowledge and can provide suggestion to CSR policy as are responsible individual.

PART C: IDENTIFY DEVELOPMENT OPPORTUNITIES

Interview form:

Person 1:

Name

of person participating in interview:

Steve Alfonso

Email address:

Steve.alfonso@cbsa.com.au

Job role:

Training Manager

Company employed with:

Complete Business Solutions Australia

Date

of interview:

12/10/2020

Time of interview:

9:00 A.M.

Duration:

45 Minutes

What does your current job role involve?
My job requires me to arrange different training programs and sessions with employees for their personal development.

What skills and knowledge do you consider are most important to a manager?
I think a manager must have Interpersonal skills, Conceptual skills and technical skills,

What skills and knowledge might be important to acquire based on industry trends?
The skill that a manager must acquire are mentoring, problem solving skills, strategic thinking, interpersonal skills.

Which professional development activity have you participated in recently/would like to participate in soon?
The professional development activity I will participate soon is in-house Coaching.

How was this/would this be beneficial to you?
This would be beneficial as I would get to learn more and deliver it to the staff.

Would you recommend this professional development activity to others? Why or why not?
I would recommend it to others as it will help employees to achieve goal and improve workforce morale.

Is there any professional development you think is critical for a manager in your field?
The critical professional development for training manager is motivating employees.

Person 2:

Name of person participating in interview:

Glenda Williams

Email address:

Glenda.williams@cbsa.com.au

Job role:

Human Resource Manager

Company employed with:

Complete Business Solutions Australia

Date of interview:

10/10/2020

Time of interview:

9:00 A.M.

Duration:

40 Minutes

What does your current job role involve?
My job role requires to arrange interview and coordinate with people. I have to source the candidate that match the required skills and screen them with various recruitment process.

What skills and knowledge do you consider are most important to a manager?
In my opinion communication skills is crucial. A manager must be motivating and have problem solving skills.

What skills and knowledge might be important to acquire based on industry trends?
I think active learning, critical thinking, computer skills, presentation skills are some important skills to acquire in today’s competitive industry.

Which professional development activity have you participated in recently/would like to participate in soon?
I have participated in leadership program recently.

How was this/would this be beneficial to you?
This program taught me about the leadership skills, why a manager should have it and how it will help manager to dream big about their futures.

Would you recommend this professional development activity to others? Why or why not?
Yes, I would recommend this to other as it helps people to live well-balance lifestyle and help every manager to become a leader.

Is there any professional development you think is critical for a manager in your field?
I think managers in my field must have organizational skills.

Person 3:

Name of person participating in interview:

Con Kafatos

Email address:

Con.kafatos@cbsa.com.au

Job role:

IT Manager

Company employed with:

Complete Business Solutions Australia

Date of interview:

14/10/2020

Time of interview:

9:A.M.

Duration:

45 MINUTES

What does your current job role involve?
My job includes implementing computer systems and planning, leading and coordinating.

What skills and knowledge do you consider are most important to a manager?
Mangers must have adapting, targeting goals, decision making, creativity, planning, implementing skills.

What skills and knowledge might be important to acquire based on industry trends?
The skills and knowledge that might be required are networking, team building, creativeness.

Which professional development activity have you participated in recently/would like to participate in soon?
The professional development activity I have participate recently is Change Management.

How was this/would this be beneficial to you?
It was beneficial for me as it give me the knowledge to be prepared for the possible risk, where it might occur.

Would you recommend this professional development activity to others? Why or why not?
Yes I would recommend it to others as it would help managers to learn about how to manage the change and mitigate risk.

Is there any professional development you think is critical for a manager in your field?
I think technology design and programming is critical for a manager in my field.

2. Networking Review

a) The three formal networks that a manager in sales and marketing field could participate in are:

i) Organization name: Australian Marketing Institute

Phone number: 0282561650

Email:

membership@ami.org.au

Service offered: Skill recognition, certification, training, networking opportunities. Helps in developing marketing skills, helps to get recognized, helps in building professional network. The service offered Marketing Skill Gala, Skill Profiling, Certified Practicing Marketer Professional Maintenance program, Conversion Optimization.

Cost for installation of network: Annual Professional Membership at $410.

Benefits of joining the network: AMI helps in professional advancement and recognition, helps in building networking opportunities, helps in building profile, help to identify resources and product and get access to it, make a brand outstanding.

Relevant information: It is a cost effective solution which helps any business owner to understand marketing and provide various opportunities to Australian marketers.

Details of upcoming events: Data privacy protection, laws, risk

Date: 05th of November 2020. Location: Webinar

Ii) Organization name: Purpose Marketing

Phone:0361283042

Email: hello@purposemarketing.com.au

Services offered: Brand Marketing, Social research, Corporate sales, Re-branding, Logo creation, Website creation.

Cost of installation: $100

Benefits of joining network: : Provides strategic, creative and digital services to the clients.

Relevant information: It is helpful for the client to achieve marketing goals and business objectives.

Details of upcoming events: 24 November Location: Social media

iii) Organization name: Mark Schaefer

Phone:8654561939

Email: markschaefer@businessGrow.com

Services offered: Activations, banners, bold branding, branded stickers, digital foot print, event engagement

Cost of installation: $200

Benefits of joining network: Instant marketing advice, Marketing strategy, consultation, customer care and social media.

Relevant information: Helps to understand social media boot camp, Social influence marketing, Using media as a sales tools. It also provides the session in a person or online and also provide collateral material.

Details of upcoming events: 2

1/10/2020

The uprising a retreat for marketing leaders Location: Networking platform.

3) Potential professional development activities

The potential development activities that I require to have competence in this units are:

1. Getting training and coaching programs.

2. Enrolling myself in advance diploma classes.

3. Seeking opportunities and acting upon it.

4. Having enough practical and theoretical knowledge and gaining required experience.

4) E-mail

To:	Gavin Stead
From:	Tina Hughes
CC:
	BCC:
	Date/time:	10/10/2020 9:00 AM
	Subject:	Outcome of the research
	Attachments:	Interview Form, Research notes

To Gavin Stead,

Hi Gavin

Hope you are well. I am writing this email regarding the interview I took with three different managers which last for 45 minutes. I have attached the response they have given during the process. Also, I did the research on the formal network that the managers can have for sales and marketing. I have identified the potential professional development activities that are required for my development and have attached all the documents above.

If you have any question than, please don’t hesitate to contact me. Thank you.

Warm regards,

Tina Hughes

Sales and Marketing Manager

300 Fictional Way, Sydney, NSW 2000

Phone: 1800 111 222

www.cbsa.com.au

PART D: Develop a Professional Plan

1. Personal Development Plan

Tina Hughes

Name
Date of Development	05/06/2020
Date to be reviewed	12/11/2020

Timeframe

My personal goals are:

My professional goals are:

Next 12 months

Engaging myself in coaching and training programs,

Building communication skills

Gaining more customers.

Bring 4 new products in the market.

Providing best price to the customers.

Next 5 years

Having a calm mind, with no stress.

Having a healthy lifestyle.

Giving priority to self.

Expanding the business.

Providing opportunities to many people.

Increasing the sales and productivity by 15%.

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. . Effective communication	As a manager I have to know the interpersonal skill and should have ideas on how to deal with people. If I can learn about these skills in detail I would have a large number of customers to interact with and I can convey my message to larger number of group verbally and non verbally.	January 2021
2. Social media marketing	As we are aware company these days do the promotion through social media and it has been effective than the traditional method. Therefore, I should learn more about social media marketing.	April 2021
3. Virtual training and learning	If I involve myself in virtual training than it will help in career growth. Being a manager, I have to encourage team with workshop and coaching facilities. So, having knowledge in virtual training will help me to guide employees to get high investment rate.	May 2021

Professional develop activities

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

Free

Name of activity	Details	Benefits of activity	Date	Cost (if any)
1. Have a good knowledge in building network.	Free online resource	It helps to increase the customer and build relation with them.	18/10/2020	Free
2. Gain computer and digital skills..	Attend conference	Having a upper level skills in technical field will help in making things easier.	05/01/2021		Free
3. Time management	Free online resources	It will help manager to be updated and finish the activities according to the schedule.	07/02/2021
4. Learn new language	Life webinar	Learning language might help to communicate with people from other countries.	10/5/2021
5. Increase in physical activities’ and wellness programs	Attending yoga Classes and exercise	It will help to live healthy life	02/08/2021

2. Overview of planned activities/Policy brief

The professional development activities I have selected above are required to fulfill by the sales and marketing manager. I think I need to work on my networking skills to attract more customers. Also I should work on my computer skills to perform my job better. I must focus on managing time as I have to do lots of things. I should plan and prioritize my work and try to finish it on time. During my job I have to interact with various people from different countries, I think learning few languages will help me to interact with them and break the barriers. I should also focus on my physical and mental health and should invest my time on wellness programs. All the above professional development plan is for free. I can join the online class, free webinars, attend conference. Now as I plan to do all these activities, I have to take approval from Gavin.

3. Email for personal development plan and policy

BCC:

Date/time:

Subject:

Attachments:

To:

Gavin Stead

From:

Tina Hughes

08/10/2020 10:00 AM

Completed Professional Development Plan

Professional Development Plan, Policy Brief

To Gavin stead

Hi Gavin,

Hope you are doing well. I am sending this email to inform you that I have completed preparing the professional development plan. I have attached it above. I am sure that my plans fit the policy. All the activities that I have identified are free of cost and is easily accessible. With all these developments plan I can encourage myself to work harder and work on the areas of weakness. This program will guide me to become the better person. Therefore, I am interested to work according to the plan developed. I have attached the Policy Brief with all the information, costs, and the next steps I should be taking.

Please contact me for any further queries.

Thank you

Kind regards
Sales and Marketing Manager
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222

www.cbsa.com.au

TASK 4

PART A – Professional Development Report

Duration:

Title of the professional development opportunity:
Interpersonal and effective communication skill course
Overview of the activity:
Interpersonal skill course is helpful to learn and understand the skills and technique which is required for the success in any business. It will help to reduce communication barriers.
Who presented/delivered the activity?
Presenter- Catherine
Date:	1/10/2020
Time:	09:00 a.m.
1 hour
What did you most like about the professional development opportunity?
This opportunity has helped me in improving my interpersonal skill. I have learned to work in a positive environment and take the initiative and maintain efficient workflow.
What did you least like?
I feel this is more theoretical and would take time to build this.
Provide an overview of what you learnt:
During this training I got to learn a lot of things. I have learned the importance of working in the team, to work as a leader. To motivate other, to listen to others and to be patience.
Other than learning, what other benefits did participating in this professional development opportunity provide to you?
In this program I got to interact with professionals who are experienced in the field. I got to listen to their experience that they build with the skills they have developed. Also got to know the successful individual and make a network.
Would you recommend this activity to others?
Definitely, I would encourage others to participate in this program if you want to be a leader and have all the positive aspects.

Student

Assessment Declaration Form

Student Assessment Declaration
Version 3.1

page 1
Last updated: November 2018

Wall Street College Pty Ltd
ABN No: 42 606 344 905

RTO No: 41294 CRICOS Provider No.: 03601F

Melbourne: Level 4, 20 Queen St, Melbourne, VIC 3000

Phone: +61 3 9629 4770 Email: admissions@wallstreet.edu.au
Hobart: Level 2, 27 Elizabeth St, Hobart, TAS 7000

Phone: +61 3 8645 8556 Email: admissions@wallstreet.edu.au

This declaration must be completed and attached to each assessment activity completed by a student.

Family name ………………………………….. Given name ……………………………………………………………………………………

Student ID ………………………………………. Unit name ………………………………………………………………………………………

Contact phone numbers …………………………………………………………………………………………………………………………..

College plagiarism and cheating policy

Plagiarism is a form of cheating. It is taking and using someone else’s thoughts, writings or inventions and
representing them as your own. Plagiarism is a serious act and may result in a students’ exclusion from a unit or a
course. When students have any doubts about including the work of other authors in their assessments, they must
consult with their trainer to discuss the matter. The following list outlines some of the activities for which a student
can be suspected of plagiarism or cheating:

 Presenting any work by another individual as one’s own unintentionally

 Handing in assessments markedly similar to or copied from another student.

 Presenting the work of another individual or group as their own work.

 Allowing another student to copy your work

 Handing up assessments without the adequate acknowledgement of sources used, including assessments
taken totally or in part from the internet.

Legitimate cooperation between students on assignments is encouraged, since it can be a real aid to
understanding. It is legitimate for students to discuss assignment questions at a general level, provided everybody
involved makes some contribution. However, students must produce their own individual written solutions. Copying
someone else’s work is plagiarism, and is unacceptable.

I certify that:

 I have read and understood the College plagiarism and cheating policy documented above and the work
submitted does not breach the policy;

 The work I have submitted is all my own work, and no part of it has been copied from another person or
source;

 I have not allowed my work to be copied by another person.

 I understand that the College discipline procedure may be applied if I am suspected of plagiarism or
cheating and that my enrolment may be suspended or cancelled if I am found to have plagiarised work or
cheated in any way.

Student signature ……………………………………………………………………………………… Date ……………………………………..

Received by ……………………………………………………………………………………………. Date ……………………………………..

……………………………………………………………………………………………………………………………………………………

STUDENT ASSESSEMENT RECEIPT

Student signature ……………………………………………………………………………………… Date ……………………………………..
Received by ……………………………………………………………………………………………. Date ……………………………………..

Unit of Competency ……………………………………………………………………………………………………………..

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Wall Street College Pty Ltd
ABN No: 42 606 344 905

RTO No: 41294 CRICOS Provider No.: 03601F
Melbourne: Level 4, 20 Queen St, Melbourne, VIC 3000

Phone: +61 3 9629 4770 Email: admissions@wallstreet.edu.au
Hobart: Level 2, 27 Elizabeth St, Hobart, TAS 7000

Phone: +61 3 8648 8556 Email: admissions@wallstreet.edu.au

Assessment Tool
Unit Details BSBWOR501 Manage Personal Work Priorities and Professional Development

Assessment
Type

This is a summative assessment, which requires each
student to have adequate practice prior to undertaking this
assessment

Assessment
Tasks

Questions and answers

Assessment 1
(16 Written Questions)

Project Assessment 2
(Plan Work Priorities)

Project Assessment 3
(Personal Development Plan)

Project Assessment 4
(Professional Development Report)

Last Modification Date April 2020

Proposed Review Date April 2021

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Wall Street College Pty Ltd
ABN No: 42 606 344 905
RTO No: 41294 CRICOS Provider No.: 03601F
Melbourne: Level 4, 20 Queen St, Melbourne, VIC 3000
Phone: +61 3 9629 4770 Email: admissions@wallstreet.edu.au
Hobart: Level 2, 27 Elizabeth St, Hobart, TAS 7000
Phone: +61 3 8648 8556 Email: admissions@wallstreet.edu.au

Unit Summary

This unit describes the skills and knowledge required to create systems and process to organise information
and prioritise tasks.

It applies to individuals working in managerial positions who have excellent organisational skills. The work ethic
of individuals in this role has a significant impact on the work culture and patterns of behaviour of others as
managers at this level are role models in their work environment.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.

Prerequisite Units

There are no recommended pre-requisite units for this competency.

Possible Co-requisite Units

This unit can be assessed independently, however holistic assessment practice with other business service
units of competency is encouraged

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Assessment Overview
This Student Assessment Booklet includes all your tasks for assessment of BSBWOR501 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.

How to Submit Your Assessments
When you have completed each assessment task you will need to submit it to your assessor.
Instructions about submission can be found at the beginning of each assessment task.
Make sure you photocopy your written activities before you submit them – your assessor will put the
documents you submit into your student file. These will not be returned to you.

Assessment Task Cover Sheet
At the beginning of each task in this booklet, you will find an Assessment Task Cover Sheet. Please fill it in for
each task where you need to submit items for assessment, making sure you sign the student declaration.
Your assessor will give you feedback about how well you went in each task and will write this on the back of
the Task Cover Sheet.

Assessment Appeals
You can make an appeal about an assessment decision by putting it in writing and sending it to us. Refer to
your Student Handbook for more information about our appeals process.

Assessment Attempts and Resubmissions
You have up to three attempts to complete each assessment tasks satisfactorily. If after the third attempt, you
have not completed a task satisfactorily, your assessor will make alternative arrangements for assessment,
which may involve additional training and time to consolidate your skills and knowledge. When you are
required to resubmit, you may be required to:
 Resubmit incorrect answers to questions (such as written tasks and case studies)
 Resubmit part or all of a project, depending on how the error impacts on the total outcome of the task
 Redo a role play after being provided with appropriate feedback about your original performance
 Being observed a second (or third time) undertaking any tasks/activities that were not satisfactorily

completed the first time, after being provided with appropriate feedback.

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When you are required to resubmit, you’ll be given a due date for your resubmission. For example, you may:
 Be given 30 days in which to resubmit incorrect responses to written tasks, projects and so on
 Be provided with feedback on the day about your performance in a role play and then redo the task during

the next visit
Need to redo workplace-based tasks (if applicable) during the same workplace visit or a follow-up observation
may be required.
All re-submissions will be conducted in accordance with the RTO’s policies and procedures.

Assessment Outcomes
Each assessment task will be given an outcome of either Satisfactory (S) or Not Satisfactory (NS). You must
complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of
tasks are assessed as Not Satisfactory, you will be given an outcome for the unit of Not Yet Competent (NYC).
You will be given a total of three attempts to complete each task and achieve a Satisfactory outcome. In the
case of resubmission, you will be given a date by which you will need to resubmit, and you’ll be given feedback
about what needs to be addressed in your resubmission.

Plagiarism, Cheating and Collusion
When a trainer/assessor believes there has been an incident of an academic misconduct involving plagiarism,
cheating and/or collusion, you will be reported by your trainer/assessor along with reasons for the allegation.
Wall Street College takes a serious view of plagiarism and cheating in any form of assessment.

Academic misconduct may include, but is not limited to:

o using study guide material without acknowledgement;
o paraphrasing the work of another person;
o directly copying any part of another person’s work;
o summarising the work of another person;
o using or developing an idea or theme derived from another person’s work;
o using experimental results obtained from another person’s work; and
o in the collaborative projects, falsely representing the individual contributions of the collaborating

students where individual contributions are to be identified.
Penalties for plagiarism may include but not limited to: a caution or reprimand; awarding of zero marks in the
assignment, essay, project, test, examination or other work in respect of which academic misconduct has
occurred; a fail in the subject; a fine; suspended enrolment; or exclusion from the College.

Definitions:

Academic Misconduct
Involvement in cheating, plagiarism or any other conduct that deliberately or inadvertently claims ownership of
an idea or concept without acknowledging the source of information.

Cheating
Includes, but not limited to, copying the work of another under any assessment condition without the other
person’s knowledge; copying the work of another under any assessment condition with the other person’s
knowledge; unauthorised collaboration of assessment tasks.

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Collusion
When two or more students incite, facilitate and conceal involvement in cheating and/or plagiarism.

Plagiarism
Involves intentionally or unintentionally submitting/presenting work that is done by another person without
referencing the sources of information and may include content scraping where students simply copy and
paste contents from a source without proper citation.

For more information, please refer to our Academic Misconduct Policy and Procedures.

Reasonable Adjustment
A legislative and regulatory framework underpins and supports the delivery of vocational education and
training across Australia. Under this framework, providers of vocational education and training must take steps
to ensure that students with recognised disabilities have the same learning opportunities and same
opportunities to perform and complete assessments as students without disabilities. Sometimes reasonable
adjustments are made to the learning environment, training delivery, learning resources and/or assessment
tasks to accommodate the particular needs of a student with a disability. An adjustment is reasonable if it can
accommodate the student’s particular needs while also taking into account factors such as: the views of the
student; the potential effect of the adjustment on the student and others; the costs and benefits of making the
adjustment.
RTOs are obliged by law to provide reasonable adjustment where required to ensure maximum participation of
students with a disability.
Making reasonable adjustments requires the RTO to balance the need for change with the expense or effort
involved in making this change. If an adjustment requires a disproportionately high expenditure or disruption it
is not likely to be reasonable.[1]
Please discuss with your assessor if you believe a reasonable adjustment to an assessment needs to be made
on the basis of disability.

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.

[1] From
https://vetnet.education.gov.au/Public%20Documents/BSBv1.2%20Business%20Services%20Implementation
%20Guide

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 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.

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Assessment Plan
The following outlines the requirements of your final assessment for this unit. You are required to complete all
tasks to demonstrate competency for BSBWOR501 Manage personal work priorities and professional
development.
Your assessor will provide you with the due dates for each assessment task. Write them in the table below.

Assessment Requirements Due Date

1. Questions and Answers

2. Project

3. Project

4. Project

AGREEMENT BY THE STUDENT
Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure
you sign this before you start any of your assessments.

Have you read and understood what is required of you in terms of assessment?

 Yes  No

Have you read and understood the RTO’s policies and procedures related to
reassessment?

 Yes  No

Do you understand the requirements of this assessment?  Yes  No

Do you agree to the way in which you are being assessed?  Yes  No

Do you have any special needs or considerations to be made for this assessment?
If yes, what are they?

_____________________________________________________________________

 Yes  No

Do you understand your rights to appeal the decisions made in an assessment?  Yes  No

Student name:

____________________________________________________________________________

Student signature: ______________________________________________ Date: ____________________

Assessor name:

___________________________________________________________________________

Assessor signature: _____________________________________________ Date: ____________________

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Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of
your work.

Name:

Date of submission:

Unit:

 BSBWOR501 Manage personal work priorities and professional development

Assessor to complete

Assessment Task
Satisfactory/

Not satisfactory Date

Was this a
resubmission?

Y/N

Questions and Answers

STUDENT DECLARATION

I _________________________________________________ declare that these tasks are my own
work.

 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against

me.

Student signature: _________________________________________________________________________

Student name: ____________________________________________________________________________

Assessment Task Cover Sheet – Assessment Task 1

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________________________________________________________________________________________

________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________

Assessor signature: ________________________________________________________________________

Assessor name: ___________________________________________________________________________

Date: ____________________________________________________________________________________

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Assessment Record Checklist

ASSESSMENT TASK 1: WRITTEN QUESTIONS

Yes No

Did the student answer all questions correctly? (Please note which questions were answered incorrectly, if
applicable.)

If ‘no’ to the above, did you identify gaps in the student’s understanding and knowledge?

If ‘yes’ to the above, what arrangements have been made for reassessment?

Please add any feedback to the student about this task on the Assessment Cover Sheet. Keep a copy of the completed
Assessment Task Cover Sheet.

Please note any reasonable adjustments for this task below.

 I have reviewed the mapping to this task.
 I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has

satisfactorily demonstrated the knowledge required of this unit.

Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is
provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.

Assessment Task 1 outcome: Satisfactory  Not Satisfactory 

Date: _________________________________

Student name: ____________________________________________________________________________
Assessor name: ___________________________________________________________________________
Assessor signature: ________________________________________________________________________

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TASK SUMMARY
You must answer all questions below correctly.

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
 Access to textbooks and other learning materials
 Access to a computer with Internet
 Access to a word processor

WHEN AND WHERE WILL THIS TASK BE COMPLETED?
 This task may be done in your own time as homework or you may be given time to do this task in

class (where applicable).
 Your assessor will provide you with the due date for this assessment.

WHAT HAPPENS IF I GET SOMETHING WRONG?
If your assessor marks any of your answers as incorrect, they will make arrangements with you about
resubmission. Your assessor may ask you some questions verbally to check your understanding, or
you may need to provide new written responses to the questions that were answered incorrectly. Your
assessor will give you a due date by which this must be provided.
If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report
this along with reasons for the allegation. For more detailed information about academic misconduct,
please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this
assessment booklet.

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.

WRITTEN ANSWER QUESTION 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…’.
 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.

 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.

Assessment Task 1: Written Questions

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 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.

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1 Explain what self-appraisal is and how it contributes to a performance review.

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2 Describe peer appraisal and list at least one benefit of peer appraisal.

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3 Identify four components of a manager’s role and responsibilities that are commonly measured by Key
Performance Indicators (KPIs) and discuss how the KPIs may be measured.

4 Identify and outline three personality type tests that are common in Australian workplaces.

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5 Discuss three advantages and three disadvantages of personality tests.

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6 Explain why it is important for leaders to be self-aware in regard to their behaviour.

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7 Discuss the advantages of conducting behavioural assessments/appraisals.

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8
Describe ‘personal development planning’ in two or three paragraphs. What is a personal development
plan aligned to?

9 Describe each of the letters in the acronym SMART in relation to goals.

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10 Discuss the concept of the Pareto Principle in relation to time management.

11 Discuss three ways to manage time at work.

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12 Discuss the negative effect of technology on work-life balance.

13 Describe three strategies that a business can use to ensure their workers maintain work-life balance?

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14 List and describe five learning styles.

15 Discuss why our preferred learning style is important and needs to be taken into consideration.

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SUBMISSION REQUIREMENTS FOR TASK 1:
 Your answers to each question.

16 List five ways of learning new skills at work. Identify at least one learning style that would benefit from
each suggestion.

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Assessment Task Cover Sheet – Assessment Task 2

Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of
your work.
Name:
Date of submission:
Unit:
 BSBWOR501 Manage personal work priorities and professional development
Assessor to complete
Assessment Task
Satisfactory/
Not satisfactory Date
Was this a
resubmission?
Y/N

Project

STUDENT DECLARATION
I _________________________________________________ declare that these tasks are my own
work.
 None of this work has been completed by any other person.
 I have not cheated or plagiarised the work or colluded with any other student/s.
 I have correctly referenced all resources and reference texts throughout these assessment tasks.
 I understand that if I am found to be in breach of policy, disciplinary action may be taken against
me.
Student signature: _________________________________________________________________________

Student name: ____________________________________________________________________________

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ASSESSOR FEEDBACK
Assessors: Please return this cover sheet to the student with assessment results and feedback.
A copy must be supplied to the office and kept in the student’s file with the evidence.
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Assessor signature: ________________________________________________________________________
Assessor name: ___________________________________________________________________________

Date: ____________________________________________________________________________________

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Assessment Record Checklist

ASSESSMENT TASK 2: PLAN WORK PRIORITIES

PART A – RESEARCH PRIORITY MANAGEMENT TOOLS Yes No

Did the student submit the following:
 Scheduling technology report
 Weekly schedule
 Modified weekly schedule
 Email

Did the student describe three technologies/tools that can be used to schedule and priorities their time?

Did the student use one of the identified tool to develop a weekly schedule that:
 Ensures all job tasks are included in the

schedule?
 Allows for contingencies within work

schedule?

 Successfully incorporates a work life
balance throughout their schedule?

Did the student adjust their weekly schedule to account for unexpected events, ensuring any contingency
time or low priority work is the first adjusted?

Did the student develop an email that:
 Used the Email template?
 Specifies who the email was from?
 Specifies the email subject?
 Specifies the body of the email?

 Specifies who the email is addressed to?
 Specifies the date and time the email was

sent?
 Specifies the attachments?
 Specifies the correct email footer?

PART B – RESEARCH AND REPORT ON STRESS Yes No

Did the student submit the following:
 Research document

Did the research document:
 Be approximately two pages in length with

quoted sources of information?
 Identify and report on the impact of stress?
 Identify and report on benefits of health

and wellbeing programs for an
organisation?

 Identify and report on the signs of stress?
 Identify and report on strategies that staff

can use at home and at work to manage
their stress?

 Identify, evaluate and select four health and
wellbeing programs?

satisfactorily demonstrated the knowledge required of this unit.

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Assessment Record Checklist
ASSESSMENT TASK 2: PLAN WORK PRIORITIES
Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is
provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.

How many attempts were required to demonstrate satisfactory performance? ______________________________

Part A outcome: Satisfactory  Not Satisfactory 

Part B outcome: Satisfactory  Not Satisfactory 

Date: _________________________________
Student name: ____________________________________________________________________________
Assessor name: ___________________________________________________________________________
Assessor signature: ________________________________________________________________________

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Assessment Task 2: Plan Work Priorities

The following assessment tasks use a simulated business called Complete Business Solutions
Australia (CBSA). In order to complete the assessment tasks, you will need to access information,
templates, policies and procedures associated with CBSA. This can be done in one of two ways:
either your assessor will provide you with copies of the appropriate documents, or they will provide
you with login details for CBSA’s website. Navigate to www.cbsa.com.au, select ‘Log in’ and enter
your username and password prior to completing your assessment tasks.
For this assessment you will play the role of Sales & Marketing Manager for CBSA. CBSA is a
consultancy service providing assistance with compliance, finances, human resources, information
technology and other business needs to ensure that businesses have the expertise and support they
need to survive and prosper. You should familiarise yourself with what CBSA does, its services and
history, the organisational structure of the business and its employees. Ensure that you read the
Business Plan to understand CBSA’s mission, vision, and business objectives.

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

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
 Access to textbooks and other learning materials
 Access to a computer, the Internet, and a web browser
 Access to a word processor
 CBSA organisational policies and procedures (accessible via the CBSA website)
 Business Plan (accessible via the CBSA website)
 Email template (accessible via the CBSA website)

WHAT HAPPENS IF I GET SOMETHING WRONG?
If you get something wrong you will need to resubmit that part of the task that has not been completed
correctly or fully. Your assessor will provide you with guidance as to what needs to be resubmitted
and how.
If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report
this along with reasons for the allegation. For more detailed information about academic misconduct,
please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this
assessment booklet.

STUDENT INSTRUCTIONS FOR TASK 2
Complete all parts of the assessment below using your own words.

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PART A – RESEARCH PRIORITY MANAGEMENT TOOLS

To begin this part, read the following email and its attachment, then complete the tasks that follow:

To: You

From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Monday 11:11AM

Subject: Managing Work Priorities

Attachment: Job Tasks x

To You,

Due to recent scope creep and scheduling issues in a number of our projects, I am asking for the
managers to better schedule their work duties and try to avoid these issues occurring again. I would
like you to research possible scheduling tools, and then use one of these to schedule in your weekly
work duties which I have attached for your reference.
Please email me back once you have completed this task so I can review.

Kind Regards,

Gavin Stead

Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

ATTACHMENT
Job Tasks x

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)

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 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:
1. You are required to research at least three useful technologies/tools 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.

2. 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.

3. 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.
Provide a justification.

4. Submit the notes of your research, 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

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PART B – RESEARCH AND REPORT ON STRESS

To begin this part, read the following email and then complete the tasks that follow:

To: You

From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Wednesday 4:42PM

Subject: Workplace Stress Research

To You,

Our 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. I would like you 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. Can you also
recommend four health and wellbeing programs that CBSA will support during business hours?

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

TASK
Based on the email, you are to complete the following task:
Using a word processor, prepare a report of approximately two pages that outlines your research and
your recommendation for the four health and wellbeing programs, including:
 The signs and impact of stress
 Strategies that staff can use at home and at work to manage their stress
 The benefits of health and wellbeing programs for the organisations they work for
 Four health and wellbeing programs
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.

SUBMISSION REQUIREMENTS FOR TASK 2:
 Scheduling technology report for Part A.
 Weekly schedule for Part A.

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 Modified weekly schedule for Part A.
 Email for Part A.
 Research document for Part B.

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Assessment Task Cover Sheet – Assessment Task 3

Student name: ____________________________________________________________________________

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Assessment Record Checklist

ASSESSMENT TASK 3: PERSONAL DEVELOPMENT PLAN

PART A – PLAN PERSONAL WORK GOALS Yes No

Did the student submit the following:
 Report

Did the student develop a report that:
 Was professional, error free, and

approximately one page in length that
outlined their research and work goals?

 Identified personal work goals, plans and
activities that reflected the organisation’s
plans and job role?

PART B – ASSESS SKILLS AND KNOWLEDGE Yes No

Did the student submit the following:
 Self-assessment document

In the self-assessment document did the student:
 Assess their knowledge and skills against

two units of competency from the
Advanced Diploma of Leadership and
Management?

 Determine development needs, priorities
and plans?

PART C – IDENTIFY DEVELOPMENT OPPORTUNITIES Yes No

Did the student submit the following:
 Interview forms
 Research notes
 Email

Did the student use active listening and questioning techniques to seek feedback from three managers and
use this feedback to identify and develop ways to improve competence?

Did the student identify and research three relevant networks?

Did the student identify, evaluate and select development opportunities suitable to personal learning style/s
to develop competence?

Did the student draft an email that:
 Used the Email template?
 Specified who the email was from?
 Specified the email subject?
 Specified the body of the email?

 Specified who the email is addressed to?
 Specified the date and time the email was

sent?
 Specified the attachment?
 Specified the correct email footer?

PART D – DEVELOP A PROFESSIONAL DEVELOPMENT PLAN Yes No

Did the student submit the following:
 Professional Development Plan Research notes
 Email

Did the student develop a personal development plan which includes career objectives and an action plan?

Did the student draft an email that:
 Used the Email template?
 Specified who the email was from?
 Specified the email subject?
 Specified the body of the email?
 Specified who the email is addressed to?
 Specified the date and time the email was
sent?
 Specified the attachment?
 Specified the correct email footer?

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Assessment Record Checklist
ASSESSMENT TASK 3: PERSONAL DEVELOPMENT PLAN

Please note any reasonable adjustments for this task below.

 I have reviewed the mapping to this task.
 I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has
satisfactorily demonstrated the knowledge required of this unit.
Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is
provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.
How many attempts were required to demonstrate satisfactory performance? ______________________________
Part A outcome: Satisfactory  Not Satisfactory 
Part B outcome: Satisfactory  Not Satisfactory 

Part C outcome: Satisfactory  Not Satisfactory 

Part D outcome: Satisfactory  Not Satisfactory 

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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

WHEN AND WHERE WILL THIS TASK BE COMPLETED?
 This task may be done in your own time as homework or you may be given time to do this task in
class (where applicable).
 Your assessor will provide you with the due date for this assessment.
WHAT HAPPENS IF I GET SOMETHING WRONG?
If you get something wrong you will need to resubmit that part of the task that has not been completed
correctly or fully. Your assessor will provide you with guidance as to what needs to be resubmitted
and how.
If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report
this along with reasons for the allegation. For more detailed information about academic misconduct,
please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this
assessment booklet.

STUDENT INSTRUCTIONS FOR TASK 3
Complete all parts of the assessment below using your own words.

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PART A – PLAN PERSONAL WORK GOALS

To begin this part, read the following email and its attachment, then complete the tasks that follow:
To: You
From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Friday 1:21PM

Subject: Planning Personal Work Goals

Attachment: Position Description x, Strategic Plan x

To You,

I want you to plan out your personal work goals for the upcoming year, and to ensure that these align with
the organisation’s strategic goals and objectives. I have attached your position description and the
organisation’s Strategic Plan. You should also refer to the organisation’s Business Plan.

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

ATTACHMENTS
Position Description x

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

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 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.

Strategic Plan x

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:

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 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

TASK
Based on the email and its attachments, you are to complete the following tasks:
1. Review the CBSA website and position description attached with the email. 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 SMART goals.

2. 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 you are role playing. 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.

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PART B – ASSESS SKILLS AND KNOWLEDGE

To begin this part, read the following email and its attachment, then complete the tasks that follow:
To: You
From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Tuesday 9:17AM

Subject: Assess Your Competencies

Attachment: Self-assessment Template x

To You,

I am asking every employee to complete a self-assessment of their knowledge and skills against the
necessary minimum qualification expected for their job role. For your self-assessment, can you assess
yourself against the Advanced Diploma of Leadership and Management using the attached self-assessment
template?

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

ATTACHMENT
Self-assessment Template x

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Complete the self-assessment table for the two units of competency. List the elements and
performance criteria of the unit only. Review the assessment scale and indicate below your self-
assessment for each.

1 I have no skills and knowledge in this area
2 I have some skills and knowledge in this area

3 I have sound skills and knowledge in this area, but further development and experience would be valuable
4 I am fully competent in this area

5 I have strengths in this area, and I can provide coaching and mentoring to others to develop their skills and knowledge

Unit of competency: ________________________________________________________________

Elements Performance
criteria

Self-assessment Provide brief comments as to
how you determined your
assessment ranking 1 2 3 4 5

Unit of competency: ________________________________________________________________
Elements Performance
criteria
Self-assessment Provide brief comments as to
how you determined your
assessment ranking 1 2 3 4 5

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TASK
Based on the email and its attachment, complete the following tasks:
1. Identify two Units of Competency from the Advanced Diploma of Leadership and Management to

assess your skills and knowledge against. The diploma can be found at the following link:
https://training.gov.au/Training/Details/BSB61015

2. Complete the self-assessment of the two units using the self-assessment template provided in the
email attachment.

PART C – IDENTIFY DEVELOPMENT OPPORTUNITIES

To begin this part, read the following email and its attachment, then complete the tasks that follow:
To: You
From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Thursday 12:28PM

Subject: Interview Managers and Identify Development Opportunities

Attachment: Interview Response Template x

To You,

I am asking that the managers interview each other to help promote communication around development
activities within the team, with the aim to get different perspectives on what they believe. I also want each
manager to undertake research to determine possible development opportunities that may benefit them.
Can you undertake these interviews and research and email your findings to me?

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

ATTACHMENT
Interview Response Template x

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Interview Response Form

Name of person
participating in interview:

Email address:

Job role:

Company employed with:

Date of interview:

Time of interview:

Duration:

What does your current job role involve?

What skills and knowledge do you consider are most important to a manager?

What skills and knowledge might be important to acquire based on industry trends?

Which professional development activity have you participated in recently/would like to participate in soon?

How was this/would this be beneficial to you?

Would you recommend this professional development activity to others? Why or why not?

Is there any professional development you think is critical for a manager in your field?

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TASK
Based on the email and its attachment, complete the following tasks:
1. Complete professional competence research

a) Interview at least three fellow students who will be role-playing managers at CBSA. Use the
interview response form (attached in the email) 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.

2. Networking Review
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 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 provided by the organisation that you are interested in and

why you are interested in the event
3. Research potential professional development activities 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.

4. 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 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 they are role playing in the email footer

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PART D – DEVELOP A PROFESSIONAL DEVELOPMENT PLAN

To begin this part, read the following email and its attachment, then complete the tasks that follow:
To: You
From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Monday 9:47AM

Subject: Professional Development Plan

Attachment: Professional Development Plan Template x,

Professional Development Policy x

To You,

Based on the identification of development opportunities you recently completed, can you now complete
your professional development plan for the upcoming year? I have attached the template for you to use.
Please also refer to the Professional Development Policy attached.
Please send through your completed professional development plan by email when you have completed it.

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

ATTACHMENTS
Professional Development Plan Template x

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Professional Development Plan Template

Name

Date of development

Date to be reviewed

Goals
Identify your goals in the following table.

Timeframe My personal goals are: My professional goals are:

Next 12 months

Next 5 years

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

Identified area of improvement or
gap

Briefly describe why this is a priority By when?

Professional Development Activities
Planned professional development activities (next 12 months) based on areas of improvement or gap
s.

Name of activity Details Benefits of activity Date Cost (if any)

Professional Development Policy x

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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

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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.

2.6. 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.

TASK
Based on the email and its attachments, complete the following tasks:
1. Personal Development Plan.

You are required to develop a professional development plan. Your assessor will provide you with
a template for completion. 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. 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.

2. Read the attached Professional Development Policy 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?

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3. 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 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

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.

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Assessment Task Cover Sheet – Assessment Task 4

Student name: ____________________________________________________________________________

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Assessment Record Checklist

ASSESSMENT TASK 4: PROFESSIONAL DEVELOPMENT REPORT

Yes No

Did the student submit the following:


Professional Development Report

Did the student participate in identified networks/activities?

Did the student identify the new skill that they developed at the activity?

Did the student complete the professional development report in the format required (clear and concise, a
paragraph for each answer)?

Please note any reasonable adjustments for this task below.
 I have reviewed the mapping to this task.
 I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has
satisfactorily demonstrated the knowledge required of this unit.
Where any items above are marked ‘No’, please provide comments and outline the gaps below. Ensure feedback is
provided to the student on their Assessment Task Cover Sheet. Note actions that will be taken to correct the gaps.
How many attempts were required to demonstrate satisfactory performance? ______________________________

Task outcome: Satisfactory  Not Satisfactory 

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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.

If your assessor identifies any plagiarised responses in your answers, your trainer/assessor will report
this along with reasons for the allegation. For more detailed information about academic misconduct,
please refer to Plagiarism, Cheating and Collusion section in the Assessment Overview of this
assessment booklet.

STUDENT INSTRUCTIONS FOR TASK 4
Complete all tasks of the assessment below using your own words.

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To begin this part, read the following email and its attachment, then complete the tasks that follow:
To: You
From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Thursday 8:49AM

Subject: Professional Development Report

Attachment: Professional Development Report Template x

To You,

Just wanted to check in on how you are progressing in your professional development.
When you have completed a professional development task, please use the attached template to record an
outcome of your thoughts which can be used for our continuous improvement records.

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

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ATTACHMENT
Professional Development Report Template x

Professional Development Report

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?

TASK
Based on the email and its attachments, complete the following tasks:
1. This assessment task requires you to participate in and report on a professional development

activity that you identified in your personal development plan.
2. When you have participated in the professional development activity, you will need to complete

the professional development report template provided as an attachment in the email. You will
need to complete all sections of the report. You should answer each question in a paragraph or
two.

SUBMISSION REQUIREMENTS FOR TASK 4:

 Professional Development Report for Part A.

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Student assessment declaration
BSBWOR501 Student Assessment Tool – V2.0 APR 2020 (1)

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 you are role playing. 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.
a) Interview at least three fellow students who will be role-playing managers at CBSA. Use the interview response form (attached in the email) to document their responses.
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:

Family name: Dhakal
Given name: Oshin Sharma
Student ID: WSCT051293
Unit name: Manage Personal Work Priorities and Professional Development
Contact phone numbers: 0449193679
Received by:
STUDENT ASSESSEMENT RECEIPT:
Received by_2:
Unit of Competency:
Due Date1 Questions and Answers:
Due Date2 Project:
Due Date3 Project:
Due Date4 Project:
If yes what are they:

Student name:

Date: 17/10/2020

Assessor name:

Date_2:
Check Box3:

0:
0:
1:
1:
0:
1:
2:
0:
1:
3:
0:
1:
4:
0:
1:

Check Box4:
Check Box5:

Name:
Date of submission:

Satisfactory Not satisfactoryQuestions and Answers:
DateQuestions and Answers:
Was this a resubmission YNQuestions and Answers:
I:
None of this work has been completed by any other person:
I have not cheated or plagiarised the work or colluded with any other students:
I have correctly referenced all resources and reference texts throughout these assessment tasks:
I understand that if I am found to be in breach of policy disciplinary action may be taken against:
Student name_2:
Assessor name_2:
Date_3: 17/10/2020
Text6:
Yes_7:
YesIf no to the above did you identify gaps in the students understanding and knowledge:
NoIf no to the above did you identify gaps in the students understanding and knowledge:
YesIf yes to the above what arrangements have been made for reassessment:
NoIf yes to the above what arrangements have been made for reassessment:
Please note any reasonable adjustments for this task below:
Where any items above are marked No please provide comments and outline the gaps below Ensure feedback is provided to the student on their Assessment Task Cover Sheet Note actions that will be taken to correct the gaps:
Satisfactory:
Not Satisfactory:
Date_4:
Student name_3:
Assessor name_3:
Check Box7:
Check Box8:
Check Box19:
Name_2:
Date of submission_2:
Unit BSBWOR501 Manage personal work priorities and professional developmentRow1_2:
Assessor to complete_2:
Satisfactory Not satisfactoryProject:
DateProject:
Was this a resubmission YNProject:
I_2:
None of this work has been completed by any other person_2:
I have not cheated or plagiarised the work or colluded with any other students_2:
I have correctly referenced all resources and reference texts throughout these assessment tasks_2:
I understand that if I am found to be in breach of policy disciplinary action may be taken against_2:
Student name_4:
Assessor name_4:
Date_5:
Text9:
YesDid the student submit the following Scheduling technology report Weekly schedule Modified weekly schedule Email:
NoDid the student submit the following Scheduling technology report Weekly schedule Modified weekly schedule Email:
YesDid the student describe three technologiestools that can be used to schedule and priorities their time:
NoDid the student describe three technologiestools that can be used to schedule and priorities their time:
Ensures all job tasks are included in the:
Allows for contingencies within work:
Successfully incorporates a work life:
YesDid the student use one of the identified tool to develop a weekly schedule that Ensures all job tasks are included in the schedule Allows for contingencies within work schedule Successfully incorporates a work life balance throughout their schedule:
NoDid the student use one of the identified tool to develop a weekly schedule that Ensures all job tasks are included in the schedule Allows for contingencies within work schedule Successfully incorporates a work life balance throughout their schedule:
Did the student adjust their weekly schedule to account for unexpected events ensuring any contingency:
Used the Email template:
Specifies who the email was from:
Specifies the email subject:
Specifies the body of the email:
Specifies who the email is addressed to:
Specifies the date and time the email was:
Specifies the attachments:
Specifies the correct email footer:
YesDid the student develop an email that Used the Email template Specifies who the email was from Specifies the email subject Specifies the body of the email Specifies who the email is addressed to Specifies the date and time the email was sent Specifies the attachments Specifies the correct email footer:
NoDid the student develop an email that Used the Email template Specifies who the email was from Specifies the email subject Specifies the body of the email Specifies who the email is addressed to Specifies the date and time the email was sent Specifies the attachments Specifies the correct email footer:
Yes_8:
Be approximately two pages in length with:
Identify and report on the impact of stress:
Identify and report on benefits of health:
Identify and report on the signs of stress:
Identify and report on strategies that staff:
Identify evaluate and select four health and:
YesDid the research document Be approximately two pages in length with quoted sources of information Identify and report on the impact of stress Identify and report on benefits of health and wellbeing programs for an organisation Identify and report on the signs of stress Identify and report on strategies that staff can use at home and at work to manage their stress Identify evaluate and select four health and wellbeing programs:
NoDid the research document Be approximately two pages in length with quoted sources of information Identify and report on the impact of stress Identify and report on benefits of health and wellbeing programs for an organisation Identify and report on the signs of stress Identify and report on strategies that staff can use at home and at work to manage their stress Identify evaluate and select four health and wellbeing programs:
Please note any reasonable adjustments for this task below_2:
Check Box10:

0:
1:
2:
3:

Check Box11:
Check Box12:
Check Box13:
Where any items above are marked No please provide comments and outline the gaps below Ensure feedback is provided to the student on their Assessment Task Cover Sheet Note actions that will be taken to correct the gaps_2:
How many attempts were required to demonstrate satisfactory performance:
Satisfactory_2:
Satisfactory_3:
Not Satisfactory_2:
Not Satisfactory_3:
Date_6:
Student name_5:
Assessor name_5:
U:
Urgent:
L:
Low priority:
SUBMISSION REQUIREMENTS FOR TASK 2 Scheduling technology report for Part A
Weekly schedule for Part A:
Scheduling technology report for Part A:

Weekly schedule for Part A:

Modified weekly schedule for Part A Email for Part A Research document for Part B:
Check Box14:

0:
1:
2:

Name_3:
Date of submission_3:
Satisfactory Not satisfactoryProject_2:
DateProject_2:
Was this a resubmission YNProject_2:
I_3:
None of this work has been completed by any other person_3:
I have not cheated or plagiarised the work or colluded with any other students_3:
I have correctly referenced all resources and reference texts throughout these assessment tasks_3:
I understand that if I am found to be in breach of policy disciplinary action may be taken against_3:
Student name_6:
Assessor name_6:
Date_7:
Text15:
Yes_9:
Was professional error free and:
Identified personal work goals plans and:
YesDid the student develop a report that Was professional error free and approximately one page in length that outlined their research and work goals Identified personal work goals plans and activities that reflected the organisations plans and job role:
NoDid the student develop a report that Was professional error free and approximately one page in length that outlined their research and work goals Identified personal work goals plans and activities that reflected the organisations plans and job role:
Yes_10:
Assess their knowledge and skills against:
Determine development needs priorities:
YesIn the selfassessment document did the student Assess their knowledge and skills against two units of competency from the Advanced Diploma of Leadership and Management Determine development needs priorities and plans:
NoIn the selfassessment document did the student Assess their knowledge and skills against two units of competency from the Advanced Diploma of Leadership and Management Determine development needs priorities and plans:
YesDid the student submit the following Interview forms Research notes Email:
NoDid the student submit the following Interview forms Research notes Email:
Did the student use active listening and questioning techniques to seek feedback from three managers and:
YesDid the student identify and research three relevant networks:
NoDid the student identify and research three relevant networks:
Did the student identify evaluate and select development opportunities suitable to personal learning styles:
Used the Email template_2:
Specified who the email was from:
Specified the email subject:
Specified the body of the email:
Specified who the email is addressed to:
Specified the date and time the email was:
Specified the attachment:
Specified the correct email footer:
YesDid the student draft an email that Used the Email template Specified who the email was from Specified the email subject Specified the body of the email Specified who the email is addressed to Specified the date and time the email was sent Specified the attachment Specified the correct email footer:
NoDid the student draft an email that Used the Email template Specified who the email was from Specified the email subject Specified the body of the email Specified who the email is addressed to Specified the date and time the email was sent Specified the attachment Specified the correct email footer:
Yes_11:
YesDid the student develop a personal development plan which includes career objectives and an action plan:
NoDid the student develop a personal development plan which includes career objectives and an action plan:
Used the Email template_3:
Specified who the email was from_2:
Specified the email subject_2:
Specified the body of the email_2:
Specified who the email is addressed to_2:
Specified the date and time the email was_2:
Specified the attachment_2:
Specified the correct email footer_2:
YesDid the student draft an email that Used the Email template Specified who the email was from Specified the email subject Specified the body of the email Specified who the email is addressed to Specified the date and time the email was sent Specified the attachment Specified the correct email footer_2:
NoDid the student draft an email that Used the Email template Specified who the email was from Specified the email subject Specified the body of the email Specified who the email is addressed to Specified the date and time the email was sent Specified the attachment Specified the correct email footer_2:
Check Box20:
Check Box21:
Check Box22:

0:
1:
2:

Check Box23:
Check Box24:
Please note any reasonable adjustments for this task below_3:
Where any items above are marked No please provide comments and outline the gaps below Ensure feedback is provided to the student on their Assessment Task Cover Sheet Note actions that will be taken to correct the gaps_3:
How many attempts were required to demonstrate satisfactory performance_2:
Satisfactory_4:
Satisfactory_5:
Satisfactory_6:
Satisfactory_7:
Not Satisfactory_4:
Not Satisfactory_5:
Not Satisfactory_6:
Not Satisfactory_7:
Date_8:
Student name_7:
Assessor name_7:
Check Box16:
Check Box17:
SUBMISSION REQUIREMENTS FOR TASK 3 Summary report for Part A Selfassessment 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:
Summary report for Part A:
Selfassessment 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:

Name_5:
Date of submission_4:
Unit BSBWOR501 Manage personal work priorities and professional developmentRow1_4:
Satisfactory Not satisfactoryProject_3:
DateProject_3:
Was this a resubmission YNProject_3:
I_4:
None of this work has been completed by any other person_4:
I have not cheated or plagiarised the work or colluded with any other students_4:
I have correctly referenced all resources and reference texts throughout these assessment tasks_4:
I understand that if I am found to be in breach of policy disciplinary action may be taken against_4:
Student name_8:
Assessor name_8:
Date_9:
Text18:
Yes_12:
YesDid the student participate in identified networksactivities:
NoDid the student participate in identified networksactivities:
YesDid the student identify the new skill that they developed at the activity:
NoDid the student identify the new skill that they developed at the activity:
Did the student complete the professional development report in the format required clear and concise a:
Please note any reasonable adjustments for this task below_4:
Where any items above are marked No please provide comments and outline the gaps below Ensure feedback is provided to the student on their Assessment Task Cover Sheet Note actions that will be taken to correct the gaps_4:
How many attempts were required to demonstrate satisfactory performance_3:
Satisfactory_8:
Not Satisfactory_8:
Date_10:
Student name_9:
Assessor name_9:
Check Box25:
Check Box26:
Check Box27:
SUBMISSION REQUIREMENTS FOR TASK 4 Professional Development Report for Part A:

SUBMISSION REQUIREMENTS FOR TASK 4:

Student

Assessment Declaration Form

Student Assessment Declaration
Version 3.1

page 1
Last updated: November 2018

Wall Street College Pty Ltd
ABN No: 42 606 344 905

RTO No: 41294 CRICOS Provider No.: 03601F

Melbourne: Level 4, 20 Queen St, Melbourne, VIC 3000

Phone: +61 3 9629 4770 Email: admissions@wallstreet.edu.au
Hobart: Level 2, 27 Elizabeth St, Hobart, TAS 7000

Phone: +61 3 8645 8556 Email: admissions@wallstreet.edu.au

This declaration must be completed and attached to each assessment activity completed by a student.

Family name ………………………………….. Given name ……………………………………………………………………………………

Student ID ………………………………………. Unit name ………………………………………………………………………………………

Contact phone numbers …………………………………………………………………………………………………………………………..

College plagiarism and cheating policy

 Presenting any work by another individual as one’s own unintentionally

 Handing in assessments markedly similar to or copied from another student.

 Presenting the work of another individual or group as their own work.

 Allowing another student to copy your work

 Handing up assessments without the adequate acknowledgement of sources used, including assessments
taken totally or in part from the internet.

I certify that:

 I have read and understood the College plagiarism and cheating policy documented above and the work
submitted does not breach the policy;

 The work I have submitted is all my own work, and no part of it has been copied from another person or
source;

 I have not allowed my work to be copied by another person.

Student signature ……………………………………………………………………………………… Date ……………………………………..

Received by ……………………………………………………………………………………………. Date ……………………………………..

……………………………………………………………………………………………………………………………………………………

STUDENT ASSESSEMENT RECEIPT

Unit of Competency ……………………………………………………………………………………………………………..

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Wall Street College Pty Ltd
ABN No: 42 606 344 905

RTO No: 41294 CRICOS Provider No.: 03601F
Melbourne: Level 4, 20 Queen St, Melbourne, VIC 3000

Phone: +61 3 9629 4770 Email: admissions@wallstreet.edu.au
Hobart: Level 2, 27 Elizabeth St, Hobart, TAS 7000

Phone: +61 3 8648 8556 Email: admissions@wallstreet.edu.au

Assessment Tool
Unit Details BSBWOR501 Manage Personal Work Priorities and Professional Development

Assessment
Type

This is a summative assessment, which requires each
student to have adequate practice prior to undertaking this
assessment

Assessment
Tasks

Questions and answers

Assessment 1
(16 Written Questions)

Project Assessment 2
(Plan Work Priorities)

Project Assessment 3
(Personal Development Plan)

Project Assessment 4
(Professional Development Report)

Last Modification Date April 2020

Proposed Review Date April 2021

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Unit Summary

This unit describes the skills and knowledge required to create systems and process to organise information
and prioritise tasks.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.

Prerequisite Units

There are no recommended pre-requisite units for this competency.

Possible Co-requisite Units

This unit can be assessed independently, however holistic assessment practice with other business service
units of competency is encouraged

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Assessment Overview
This Student Assessment Booklet includes all your tasks for assessment of BSBWOR501 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 Appeals
You can make an appeal about an assessment decision by putting it in writing and sending it to us. Refer to
your Student Handbook for more information about our appeals process.

completed the first time, after being provided with appropriate feedback.

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Academic misconduct may include, but is not limited to:

Definitions:

Academic Misconduct
Involvement in cheating, plagiarism or any other conduct that deliberately or inadvertently claims ownership of
an idea or concept without acknowledging the source of information.

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Collusion
When two or more students incite, facilitate and conceal involvement in cheating and/or plagiarism.

For more information, please refer to our Academic Misconduct Policy and Procedures.

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.

[1] From
https://vetnet.education.gov.au/Public%20Documents/BSBv1.2%20Business%20Services%20Implementation
%20Guide

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 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.

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Assessment Requirements Due Date

1. Questions and Answers

2. Project

3. Project

4. Project

AGREEMENT BY THE STUDENT
Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure
you sign this before you start any of your assessments.

Have you read and understood what is required of you in terms of assessment?

 Yes  No

Have you read and understood the RTO’s policies and procedures related to
reassessment?

 Yes  No

Do you understand the requirements of this assessment?  Yes  No

Do you agree to the way in which you are being assessed?  Yes  No

Do you have any special needs or considerations to be made for this assessment?
If yes, what are they?

_____________________________________________________________________

 Yes  No

Do you understand your rights to appeal the decisions made in an assessment?  Yes  No

Student name:

____________________________________________________________________________

Student signature: ______________________________________________ Date: ____________________

Assessor name:

___________________________________________________________________________

Assessor signature: _____________________________________________ Date: ____________________

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Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of
your work.

Name:

Date of submission:

Unit:

 BSBWOR501 Manage personal work priorities and professional development

Assessor to complete

Assessment Task
Satisfactory/

Not satisfactory Date

Was this a
resubmission?

Y/N

Questions and Answers

STUDENT DECLARATION

I _________________________________________________ declare that these tasks are my own
work.

me.

Student signature: _________________________________________________________________________

Student name: ____________________________________________________________________________

Assessment Task Cover Sheet – Assessment Task 1

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________________________________________________________________________________________

Assessor signature: ________________________________________________________________________

Assessor name: ___________________________________________________________________________

Date: ____________________________________________________________________________________

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Assessment Record Checklist

ASSESSMENT TASK 1: WRITTEN QUESTIONS

Yes No

Did the student answer all questions correctly? (Please note which questions were answered incorrectly, if
applicable.)

If ‘no’ to the above, did you identify gaps in the student’s understanding and knowledge?

If ‘yes’ to the above, what arrangements have been made for reassessment?

Please add any feedback to the student about this task on the Assessment Cover Sheet. Keep a copy of the completed
Assessment Task Cover Sheet.

Please note any reasonable adjustments for this task below.

 I have reviewed the mapping to this task.
 I have analysed the evidence gathered against the requirements of this task and am satisfied that the student has

satisfactorily demonstrated the knowledge required of this unit.

Assessment Task 1 outcome: Satisfactory  Not Satisfactory 

Date: _________________________________

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TASK SUMMARY
You must answer all questions below correctly.

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:
 Access to textbooks and other learning materials
 Access to a computer with Internet
 Access to a word processor

WHEN AND WHERE WILL THIS TASK BE COMPLETED?
 This task may be done in your own time as homework or you may be given time to do this task in

class (where applicable).
 Your assessor will provide you with the due date for this assessment.

Word or similar program.

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.

 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.

Assessment Task 1: Written Questions

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 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.

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1 Explain what self-appraisal is and how it contributes to a performance review.

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2 Describe peer appraisal and list at least one benefit of peer appraisal.

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3 Identify four components of a manager’s role and responsibilities that are commonly measured by Key
Performance Indicators (KPIs) and discuss how the KPIs may be measured.

4 Identify and outline three personality type tests that are common in Australian workplaces.

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5 Discuss three advantages and three disadvantages of personality tests.

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6 Explain why it is important for leaders to be self-aware in regard to their behaviour.

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7 Discuss the advantages of conducting behavioural assessments/appraisals.

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8
Describe ‘personal development planning’ in two or three paragraphs. What is a personal development
plan aligned to?

9 Describe each of the letters in the acronym SMART in relation to goals.

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10 Discuss the concept of the Pareto Principle in relation to time management.

11 Discuss three ways to manage time at work.

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12 Discuss the negative effect of technology on work-life balance.

13 Describe three strategies that a business can use to ensure their workers maintain work-life balance?

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14 List and describe five learning styles.

15 Discuss why our preferred learning style is important and needs to be taken into consideration.

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SUBMISSION REQUIREMENTS FOR TASK 1:
 Your answers to each question.

16 List five ways of learning new skills at work. Identify at least one learning style that would benefit from
each suggestion.

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Assessment Task Cover Sheet – Assessment Task 2

Project

Student name: ____________________________________________________________________________

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Date: ____________________________________________________________________________________

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Assessment Record Checklist

ASSESSMENT TASK 2: PLAN WORK PRIORITIES

PART A – RESEARCH PRIORITY MANAGEMENT TOOLS Yes No

Did the student submit the following:
 Scheduling technology report
 Weekly schedule
 Modified weekly schedule
 Email

Did the student describe three technologies/tools that can be used to schedule and priorities their time?

Did the student use one of the identified tool to develop a weekly schedule that:
 Ensures all job tasks are included in the

schedule?
 Allows for contingencies within work

schedule?

 Successfully incorporates a work life
balance throughout their schedule?

Did the student adjust their weekly schedule to account for unexpected events, ensuring any contingency
time or low priority work is the first adjusted?

Did the student develop an email that:
 Used the Email template?
 Specifies who the email was from?
 Specifies the email subject?
 Specifies the body of the email?

 Specifies who the email is addressed to?
 Specifies the date and time the email was

sent?
 Specifies the attachments?
 Specifies the correct email footer?

PART B – RESEARCH AND REPORT ON STRESS Yes No

Did the student submit the following:
 Research document

Did the research document:
 Be approximately two pages in length with

quoted sources of information?
 Identify and report on the impact of stress?
 Identify and report on benefits of health

and wellbeing programs for an
organisation?

 Identify and report on the signs of stress?
 Identify and report on strategies that staff

can use at home and at work to manage
their stress?

 Identify, evaluate and select four health and
wellbeing programs?

satisfactorily demonstrated the knowledge required of this unit.

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How many attempts were required to demonstrate satisfactory performance? ______________________________

Part A outcome: Satisfactory  Not Satisfactory 

Part B outcome: Satisfactory  Not Satisfactory 

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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

STUDENT INSTRUCTIONS FOR TASK 2
Complete all parts of the assessment below using your own words.

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PART A – RESEARCH PRIORITY MANAGEMENT TOOLS

To begin this part, read the following email and its attachment, then complete the tasks that follow:

To: You

From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Monday 11:11AM

Subject: Managing Work Priorities

Attachment: Job Tasks x

To You,

Kind Regards,

Gavin Stead

Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

ATTACHMENT
Job Tasks x

Job task priority key:

U Urgent

M Medium priority

R Regular activity

L Low priority

Managing Director (M)

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TASK
Based on the email and its attachment, you are to complete the following tasks:
1. You are required to research at least three useful technologies/tools 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.

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

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PART B – RESEARCH AND REPORT ON STRESS

To begin this part, read the following email and then complete the tasks that follow:

To: You

From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Wednesday 4:42PM

Subject: Workplace Stress Research

To You,

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

SUBMISSION REQUIREMENTS FOR TASK 2:
 Scheduling technology report for Part A.
 Weekly schedule for Part A.

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 Modified weekly schedule for Part A.
 Email for Part A.
 Research document for Part B.

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Assessment Task Cover Sheet – Assessment Task 3

Student name: ____________________________________________________________________________

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Assessment Record Checklist

ASSESSMENT TASK 3: PERSONAL DEVELOPMENT PLAN

PART A – PLAN PERSONAL WORK GOALS Yes No

Did the student submit the following:
 Report

Did the student develop a report that:
 Was professional, error free, and

approximately one page in length that
outlined their research and work goals?

 Identified personal work goals, plans and
activities that reflected the organisation’s
plans and job role?

PART B – ASSESS SKILLS AND KNOWLEDGE Yes No

Did the student submit the following:
 Self-assessment document

In the self-assessment document did the student:
 Assess their knowledge and skills against

two units of competency from the
Advanced Diploma of Leadership and
Management?

 Determine development needs, priorities
and plans?

PART C – IDENTIFY DEVELOPMENT OPPORTUNITIES Yes No

Did the student submit the following:
 Interview forms
 Research notes
 Email

Did the student use active listening and questioning techniques to seek feedback from three managers and
use this feedback to identify and develop ways to improve competence?

Did the student identify and research three relevant networks?

Did the student identify, evaluate and select development opportunities suitable to personal learning style/s
to develop competence?

Did the student draft an email that:
 Used the Email template?
 Specified who the email was from?
 Specified the email subject?
 Specified the body of the email?

 Specified who the email is addressed to?
 Specified the date and time the email was

sent?
 Specified the attachment?
 Specified the correct email footer?

PART D – DEVELOP A PROFESSIONAL DEVELOPMENT PLAN Yes No

Did the student submit the following:
 Professional Development Plan Research notes
 Email

Did the student develop a personal development plan which includes career objectives and an action plan?

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Assessment Record Checklist
ASSESSMENT TASK 3: PERSONAL DEVELOPMENT PLAN

Please note any reasonable adjustments for this task below.

Part C outcome: Satisfactory  Not Satisfactory 

Part D outcome: Satisfactory  Not Satisfactory 

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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

STUDENT INSTRUCTIONS FOR TASK 3
Complete all parts of the assessment below using your own words.

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PART A – PLAN PERSONAL WORK GOALS

To begin this part, read the following email and its attachment, then complete the tasks that follow:
To: You
From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Friday 1:21PM

Subject: Planning Personal Work Goals

Attachment: Position Description x, Strategic Plan x

To You,

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

ATTACHMENTS
Position Description x

tel:+61396294770

mailto:admissions@wallstreet.edu.au

mailto:+61%C2%A03864

mailto:admissions@wallstreet.edu.au

BSBWOR501 – Assessment Tool Page 39 of 56

Strategic Plan x

tel:+61396294770

mailto:admissions@wallstreet.edu.au

mailto:+61%C2%A03864

mailto:admissions@wallstreet.edu.au

BSBWOR501 – Assessment Tool Page 40 of 56

TASK
Based on the email and its attachments, you are to complete the following tasks:
1. Review the CBSA website and position description attached with the email. 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 SMART goals.

website address.
b) An overview of the company’s goals or objectives.
c) An overview of the position description for the job role you are role playing. 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.

tel:+61396294770

mailto:admissions@wallstreet.edu.au

mailto:+61%C2%A03864

mailto:admissions@wallstreet.edu.au

BSBWOR501 – Assessment Tool Page 41 of 56

PART B – ASSESS SKILLS AND KNOWLEDGE

To begin this part, read the following email and its attachment, then complete the tasks that follow:
To: You
From: Gavin Stead (gavin.stead@cbsa.com.au)

Date/time: Tuesday 9:17AM

Subject: Assess Your Competencies

Attachment: Self-assessment Template x

To You,

Kind Regards,
Gavin Stead
Managing Director
300 Fictional Way, Sydney, NSW 2000
Phone: 1800 111 222
www.cbsa.com.au

ATTACHMENT
Self-assessment Template x

tel:+61396294770

mailto:admissions@wallstreet.edu.au

mailto:+61%C2%A03864

mailto:admissions@wallstreet.edu.au

BSBWOR501 – Assessment Tool Page 42 of 56

1 I have no skills and knowledge in this area
2 I have some skills and knowledge in this area

3 I have sound skills and knowledge in this area, but further development and experience would
be valuable

4 I am fully competent in this area

5 I have strengths in this area, and I can provide coaching and mentoring to others to develop
their skills and knowledge