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Sample Student Learner Guide

Sample Student Learner Guide

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Chapter 1: Organising your work schedule

business services resources

LEARNER GUIDE BSBCMN202A Organise and complete daily work activities 

Table of contents
Welcome Introduction to Organise and complete daily work activities Chapter 1: Organising your work schedule Identifying your tasks Negotiating with others to complete tasks Planning your work Prioritising your tasks Tools for managing your time effectively Chapter 2: Completing work tasks Completing tasks within timeframes Adhering to organisational requirements Identifying and responding to problems Taking advantage of technology Chapter 3: Reviewing your work performance Monitoring your work performance Seeking feedback on work performance Adjusting your work performance Seeking opportunities to improve your skills Planning to improve your skills Conclusion Appendix One: Task Sheet Glossary iv vii   5 7 0  7 8 9 4 6 30 3 3 35 35 36 4 4 43 

and obtain feedback on work performance. This unit consists of the following elements and performance criteria. Element 1. About Organise and complete daily work activities This unit covers the skills and knowledge required to organise and complete work activities. responsibilities and accountabilities . Own work is monitored and adjusted according to feedback obtained through supervision and comparison with established team and organisational standards Opportunities for improvement are identified and planned in liaison with colleagues 3.3 Workload is assessed and prioritised within allocated timeframes Element 2. Work goals and plans are negotiated and agreed upon with colleagues Work goals and plans reflect the organisation’s and workgroup’s plans. . Organise work schedule . Review work performance 3. These are the skills and knowledge you need to achieve competence in this unit. . 3 .How to use this guide Welcome to the Learner Guide for the following unit of competency: BSBCMN202A Organise and complete daily work activities This guide is designed for learners who wish to gain the skills and knowledge required to achieve competency in this unit. . Complete work tasks .3 .4 Tasks are completed within designated timelines and in accordance with organisational requirements Assistance is sought from supervisors and/or colleagues when difficulties arise in achieving allocated tasks Factors affecting work requirements are identified and appropriate action taken Business technology is used efficiently and effectively to complete work tasks Element 3.

Complete the projects or case studies that appear at the end of each chapter where applicable. Discuss with your teacher or assessor to identify which activities you need to complete to suit your learning situation.BSBCMN202A . Read the material in this Guide and attempt all of the activities.Organise and complete daily work activities About the Learner Guide This Learner Guide is suitable for a range of learning situations. 3. In some situations. such as policy and procedures manuals. 4 . teachers and assessors may prescribe specific activities. Speak to your teacher or assessor about how you will be assessed in this unit. your teacher or assessor may identify certain activities that will suit your particular learning situation. depending on the learner’s current skills and knowledge. Activities linked to competency An activities table appears at the end of each chapter. Assignments or case studies appear at the end of most chapters. including: • • • • workplace-based learning classroom learning blended workplace/classroom learning self-paced and/or flexible learning. It is recommended that you read the material and attempt all activities. you will need to access these documents from the educational institution in which you are enrolled. For most learning situations. and are designed to address the performance criteria for an element. These tables identify which activities align directly to the performance criteria for this unit. If you are currently not employed with an organisation. Completing the activities will gradually build the skills necessary to gain competency in this unit. which can be located by conducting a search for a particular document (such as ‘HR manual’ or ‘Employee Manual’). However. They can also be used as a way of assessing your own progress through the unit. however. many educational institutions make organisational documents available on the Internet. It is recommended that your responses to these activities are based on the same organisational documents where applicable. etc. as this will enable you to complete the unit competently and confidently. Alternatively. Completing the activities Many of the activities throughout this Guide require you to access your organisation’s documents. . Next steps We suggest the following steps for using this Guide: . teachers and assessors will recommend that learners work through the Learner Guide and attempt all activities. These assignments are consolidation activities that incorporate the topics discussed in that chapter.

This guide will introduce you to principles and practices that will enable you to easily organise and manage your workload. you learn about: • • • organising your work schedule completing work tasks reviewing your work performance. you will be expected to manage and organise your time and tasks effectively and efficiently.Introduction: Organise and complete daily work activities As an employee of an organisation. Organising your workload will give you the most out of your time. Specifically. Being organised in the workplace means: • • • • knowing what needs to be done knowing how much time you have to do it using the resources available in the best possible way knowing when to seek help or advice. Your ability to organise your work tasks and responsibilities reflects your level of personal organisation and commitment to your role. 5 . A haphazard and unstructured approach to managing tasks will reflect your general attitude and approach to personal organisational abilities. and will help your team and the organisation to achieve their goals.

Efficient time management also means understanding when you are most productive during the day.1 1. such as equipment. This means understanding how your tasks and responsibilities fit in the ‘bigger picture’: what the team/workgroup and the organisation wants to achieve. A work schedule enables you to keep track of tasks that you must complete. commitments and set tasks.2 Work goals and plans are negotiated and agreed upon with colleagues Work goals and plans reflect the organisation’s and workgroup’s plans.Chapter 1: Organising your work schedule This chapter addresses the following performance criteria: 1. if your mind is most alert in the morning. in line with your responsibilities. 6 . responsibilities and accountabilities Workload is assessed and prioritised within allocated timeframes 1. technology and time.3 In its simplest form. Efficient time management means that you understand the best way to complete a task using available resources. Organising your tasks and responsibilities enables you to adhere to deadlines. For example. and ensures that you complete set tasks and instructions given by others. a work schedule can be a list of ‘Things to Do’ that you update daily or weekly. complex tasks are best completed at this time. Organising your work tasks also enables you to manage your time effectively and efficiently. as well as to organise your tasks in order of priority. Effective and efficient time management Effective time management requires you to clearly understand what you are trying to achieve.

One of your weekly tasks might be to follow up on client requests. your daily tasks might include distributing the mail or photocopying the staff newsletter. modifying set tasks or removing completed tasks. and he or she can adjust your tasks and responsibilities accordingly. For example. This ensures you don’t forget what you have been instructed to do. Identifying work goals Identifying your work goals will help you to identify the tasks that you need to undertake to achieve those goals. Your work schedule can then be updated at either the end or beginning of each day by adding new tasks. as no one wants to have to tell you two or three times to do something! A current work schedule also enables your manager to identify exactly how you spend your time during work hours. These are the tasks that you must complete to reach your goal. along with deadlines and order of priority. Activity 1.1 . they can simply be added to the work schedule. For example. In order for you to complete Certificate II. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Identifying your tasks Tasks are the regular and irregular duties and responsibilities you are expected to carry out as part of your role. as you have a clear understanding of what needs to be completed and by when. or something you want to achieve. A goal is the ‘end result’. you will need to complete a number of assignments within specified timeframes. responsibilities and capabilities. there are usually a series of tasks you must complete to achieve your overall goal. List the benefits of using a ‘To Do’ list. Your manager can also assess your ability to organise your time and to complete set tasks within the set deadline. a work schedule acts as evidence of your abilities. This information can be used to allocate greater responsibility and more complex tasks as your skills and experience improve. In this way. As new tasks arise. 7 . It is always a good idea. your goal might be to complete Certificate II in Business Administration by July. to record each new task as it arises. regardless of the complexity of your job. To achieve a goal.Chapter 1: Organising your work schedule Benefits of using a work schedule A completed work schedule can help to clear your mind and focus on the task at hand.

to large-sized organisations. Identifying and setting work goals will help you to identify the tasks you need to complete. Therefore. Write two goals. 3. tasks and expected duties in a role. A position description is usually created to align to team and organisational goals. A position description is a formal document that outlines your main responsibilities. and therefore help you to define your work schedule. Goal: Tasks: Complete and distribute staff newsletter each Friday afternoon . many of the tasks that are outlined in your position description will contribute to the achievement of team and organisational goals.2 . Position descriptions are typically used in medium. Does this give you a clearer idea of how you can reach your goal? Why or why not? ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Position description The tasks you undertake in your role are usually set down in your job or position description. that you would like to achieve within the next six months. either personal or professional. 4. your goals must also align to your team’s/workgroup’s and organisation’s goals. . ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ .Organise and complete daily work activities Consider the following example of a goal and each task that needs to be completed to achieve the goal. However. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 3. 6. 5. Collect final copy from each Departmental Manager Desktop-publish newsletter in Word Send to colleague for proofreading Seek approval from manager for final copy Photocopy newsletter Distribute the newsletter to each staff member While the goal in itself seems quite simple and straightforward. 8 . Activity 1. there are quite a few tasks (or steps) that must be completed to achieve the goal.BSBCMN202A . Write the steps or tasks that you need to complete to achieve those goals.

For example. one of the team/workgroup goals might be to develop and strengthen relationships with existing clients. the team will then list the activities or tasks that need to be undertaken to achieve this goal. It is important to remember that you are not working in isolation nor are you working individually. plans. responsibilities and tasks contribute to the achievement of these goals. 9 . roles and responsibilities. whether individual or team/workgroup goals. the important thing to remember is that your tasks and goals will enable and promote the achievement towards team/workgroup goals.and long-term future. For example. it is likely that you work as part of a team or workgroup. The organisation’s goals and plans will determine the team’s/workgroup’s goals and plans. medium. Activity 1. When a goal is defined. such as a strategic plan. Access your position description (or a similar document for an organisation). plans and goals: what the organisation wants to achieve in the short-.Chapter 1: Organising your work schedule Team or workgroup goals As an employee of an organisation. When planning to achieve work goals and identify tasks. Identify how the responsibilities and tasks in your position description contribute to achievement of team/workgroup goals. You will notice that the example of the team goal mentioned previously reflects this organisation’s goal. The team or workgroup may also have a plan. for how to achieve these goals. the organisation’s goal might be to increase overall customer satisfaction to 95 per cent.3 . This team or workgroup will have a range of goals that must be met in order to achieve the organisation’s goals. Reviewing the team’s/workgroup’s goals and plans helps you to understand how your role. as well as individual goals. Every task you undertake in the organisation is designed to achieve higher goals: both team/workgroup and organisational goals. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Organisational goals Any established goals and plans. The documents that you can access to learn more about team/workgroup goals and plans include: • • • strategic plans performance plans budgets and forecasts. are a reflection of the organisation’s vision.

___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Negotiating with others to complete tasks Depending upon your role in the organisation. This is not to say that your needs and wishes will be ignored. Regular team meetings provide an opportunity to discuss tasks to be completed. you may or may not have the flexibility to determine which tasks you carry out. When you understand how your tasks fit into the team and organisational goals. as well as your own.BSBCMN202A . Negotiating effectively Negotiation is a process whereby all interested parties collectively decide and agree on an outcome that is acceptable to all parties (a ‘win-win’ situation). 0 . You must largely forego your own needs and wishes so that you can make a productive and effective contribution to the organisation. Identify how your responsibilities and tasks will contribute to achievement of the organisation’s goals. you may have set or regular tasks that you need to attend to during your work hours. you want to complete education or training. When you identify the organisation’s goals. Further. or you may need to follow rigid processes and procedures. one of your tasks may be to follow-up customer phone calls within 48 hours. if. as personal development is important to the growth of any organisation. progress towards achieving their goals and plans. Tasks to be completed may be decided by the team as a whole. your team or workgroup and the organisation must see how the training will improve their. for example. Your manager may delegate tasks to you. You are employed to assist the team or workgroup and organisation achieve their goals. you begin to see the ‘bigger picture’ and can work more effectively because you understand why you are completing certain tasks. it may be necessary to negotiate your tasks with colleagues. However. For example.Organise and complete daily work activities It is important that you understand how your role and responsibilities fit into the team’s/workgroup’s and organisation’s goals and plans. plans and vision. Access a document that outlines the team’s/workgroup’s goals for an organisation.4 . or your manager may allocate tasks to each team member. Activity 1. you may then negotiate with your colleagues about who will complete certain tasks and when they will be completed. you can see that this practice is part of the organisation’s goals to achieve 95 per cent customer service satisfaction. Where the team decides who will complete certain tasks. This information may be provided to you when you are inducted into an organisation. In other situations.

 . and offer to complete the required data entry for the task. you must let your colleagues and/or your manager know immediately. At the team meeting. If you find that you have been allocated tasks with which you have little experience or skill. and how it will benefit your team and you). you could negotiate to do the task first thing the next morning. Negotiation of tasks usually occurs during team meetings. or ask the colleague to complete one of your more urgent tasks. Negotiating may also mean defining the timeframes for a task to be completed. When negotiating to undertake certain tasks. She nominates you to undertake the weekly Marketing Reports. . You may want to impress your manager and colleagues. and the organisation. however. you have a number of more urgent tasks to complete. a colleague asks you to conduct a mail-out by the end of the day. However. For example. you feel that it would take up too much of your time. but if you fail to complete the task effectively. However. and planning who will be responsible for specific tasks and actions.Chapter 1: Organising your work schedule Negotiation in this situation means identifying the tasks that need to be completed and identifying who will complete each task. one of your colleagues feels that you don’t have the experience required to do this task. as you have never attempted this task before. valuable time and resources. your manager lets the team know that one of the team members will be away from work for the next few days for personal reasons. and whether you will have the time needed to effectively complete the task. you should consider: • • • • your experience and abilities to complete a task the complexity of the task the time required to complete the task your existing work commitments. Therefore. Case study 1. or your current workload may make it difficult for you to complete a set task within the required time. Negotiating work goals and plans in the workplace with your colleagues requires identifying the tasks that need to be completed to achieve certain goals. and impact on your other responsibilities. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ . Prepare a response to your team identifying three benefits of giving you this task (that is.5 You are negotiating with your team to identify who will complete certain tasks in an upcoming project. The manager needs to redistribute some of the more important tasks to the rest of the team. You are confident in your ability to use the organisation’s database. what you will bring to the task. this may result in costing your team.

___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Planning your work When you have agreed to complete certain tasks. or to establish the importance and urgency of regular tasks. You can find out when a task is due by asking your manager or the staff member who allocated the task to you. With an understanding of when tasks are due. When you know the deadline.  . Having this information will help you to plan when you can complete the task by the due date.BSBCMN202A . Planning your work involves: • • • • • identifying deadlines and timeframes reviewing your current workload ‘chunking’ large tasks identifying required and available resources prioritising your tasks. you can identify the amount of time you have to complete a task. unexpected difficulties and technology breakdowns. you can review your current workload and then prioritise it. or have been allocated tasks by your manager. you must also review your current workload and ensure that you can complete allocated tasks. but you have only two hours to complete the task (timeframe). You may need to clarify with your team leader/manager or relevant team member about when certain tasks are due.Organise and complete daily work activities Prepare a response to your manager outlining your concerns. and identify and negotiate an alternative solution. the task is due in two weeks (deadline). Identifying deadlines and timeframes To plan your work effectively. Knowing the deadline and timeframe for a particular task allows you to identify the most urgent or most important tasks. Make sure that your deadlines are realistic and achievable by considering additional workload. For example. you must have a clear idea about your current workload and ensure that any tasks you agree to can be completed by the required date and without compromising your current tasks. You can then estimate (guess) the time it will take to complete a task. A timeframe is the amount of time you have to complete a task. A deadline is the due date or end date for when a task must be completed. as well as being able to consider where it will fit in with your current workload. you firstly need to know the deadline and timeframe for allocated tasks. Reviewing your workload As well as identifying deadlines and timeframes for allocated tasks.

for the job technology: you will most likely need to use a computer and software programs to help you achieve the task templates: are pre-formatted files used by organisations. or smaller tasks. don’t leave it to the last minute! For example. pens. . Give yourself adequate time between planning the task and beginning the task to seek out the necessary resources. You tell your manager and she says that it will be fine to leave the regular tasks until the following day. it may help you to break the task into sub-tasks. and it also makes the task more manageable. 3. such as a photocopier. and they save the user time as all the elements in the file are already formatted. 3 . Make sure you have the resources you need to complete a task before you begin a task. such as paper. your manager asks you to complete an urgent task. it is likely that you need equipment.Chapter 1: Organising your work schedule For example. if your computer has been taken for repair. equipment: to complete a task. Collect final copy from each Departmental Manager Desktop-publish newsletter in Word Send to colleague for proofreading Seek approval from manager for final copy Photocopy newsletter Distribute the newsletter to each staff member Identifying resources Each task requires resources to help you to complete the task. and then to allocate deadlines and timeframes to each sub-task. this means two of your regular tasks won’t be completed until the following day. 5. such as: • • • • • • people: you may require help from a colleague to complete a task time: you are allocated a certain amount of time to complete a task stationery: you will require stationery to help you to complete a task. 6. This approach works well when you are unsure about how to begin a task. Task: Sub-tasks: Complete and distribute staff newsletter each Friday afternoon . Breaking tasks into chunks Where you have been allocated a complex or large task. However. then you will need to organise using a colleague’s or spare computer so you can print the staff newsletter. 4. etc. That is.

Organise and complete daily work activities Dependent tasks When planning to complete tasks. consider whether the task is dependent on other factors.6 . identify which is the most important or most urgent: Task A A Opening and distributing the mail Producing the team meeting minutes Task B B Making a cup of coffee Organising your manager’s flight for tomorrow morning Photocopying the staff newsletter for distribution in two days Preparing the PowerPoint presentation for this afternoon’s meeting Enrolling yourself in a computer course Following-up with a colleague about their task requirements A Sending an e-mail to the receptionist about the next social B club event Ordering stationery for the team Contacting a client about their complaint B A A A B Collecting outgoing mail from the B team 4 . and you need to make sure that you have enough letterheads and envelopes to complete the task. you need the final draft letter from your manager.BSBCMN202A . When planning timeframes. you should also consider whether a task is dependent on another task or activity before it can be completed. You might be waiting on a response from a colleague before starting a task. For each of the following pairs of tasks. Before you can complete this task. you are instructed to prepare a promotional mail-out to existing clients. Activity 1. or you may need to order stationery or organise resources before you can begin a task. and following up with your manager to collect the final draft. This means that two new tasks have been created: checking stationery and ordering more stationery if required. For example.

refer to the deadlines and timeframes for each task. and then rank each task in order of priority from most important to least important. Identify the resources needed to complete each task. as less time is wasted jumping from one task to another. Make sure that you consult with your manager to identify tasks you are required to complete. Identify the sub-tasks of the following routine tasks: a) Organise the team meeting Due Date Expected Timeframe Resources ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ b) Conduct promotional mail-out ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Prioritising your tasks Prioritising your tasks involves looking at the tasks you have and/or have been given. You have three days to complete the following tasks. and feel less stressed when it comes to managing the less important tasks. while important. you must have a clear idea of timeframes allocated to each task. Allocate deadlines and expected timeframes for each task. as you know exactly what you need to do and by when. If you are not sure which tasks are most important. 5 . Goal: Tasks: Complete and distribute staff newsletter each Friday afternoon Collect final copy from each Departmental Manager Desktop-publish newsletter in Word Send to colleague for proofreading Seek approval from manager for final copy Photocopy newsletter Distribute the newsletter to each staff member 3. and assigning a priority level to each task. You will feel rewarded knowing that you are tackling the most important areas first. is not as urgent as finalising your manager’s PowerPoint presentation for the team meeting in 30 minutes. For this practice to be successful. as well as being more efficient within the organisation. examine what is important in your workload. Prioritising work tasks can help you to become more organised. To prioritise your tasks.Chapter 1: Organising your work schedule . For example. opening the mail.

This will help you to reprioritise your tasks if more urgent tasks arise. add a few more minutes to this estimate. but not important or urgent. if a team member depends upon you completing a task on time so that he or she can meet their deadlines. List the tasks that you complete as part of a normal day. That is. also consider the following: • Be realistic when setting timeframes for each task. Identify dependent tasks and tasks that form a larger task or project being handled by another employee or colleague.7 . For example. and then to arrange a suitable time for you to meet to coordinate the tasks. identify the most important tasks. the time it takes to complete each task. most important or urgent tasks. • • • 6 . You will need a little foresight to identify upcoming tasks that require input from others. Certain tasks may also require you to liaise and coordinate with others. you might work best in the morning or late afternoon. Each of us has blocks of time when we are most productive during the day. such as focusing on tasks that require mental energy when you are most alert and focused. This enables you to manage interruptions and unexpected matters when they arise. then these tasks are obviously a priority for early or on-time completion. so tasks that require mental energy and focus are best completed at this time. C = Could do. Coordinate tasks with others. but only after attending to urgent and important tasks. When prioritising tasks. This is known as your biorhythm. You can plan your tasks around your biorhythm. B or C. Activity 1. Prioritise those tasks as either A. B = Should do. or energy cycle. and the latest possible time that each task can be completed.Organise and complete daily work activities Task priority can be categorised as follows: A = Must do.BSBCMN202A . Task A/B/C For daily and regular tasks. For a task that normally takes you only five minutes. Understand when you work best.

and can send pop-up reminders at regular intervals. Electronic task managers Personal organisation software. This list will sit on your desk for easy reference. Consider recording the time taken to complete each task for future reference. As new tasks arise. consider using the following tools: • • • ‘To Do’ lists electronic task managers diary or calendar. they can be added to the list and updated in the system again at the end of the day. 7 . 1.1: The task manager in MS Outlook. key people involved. Fig. For example. you might update the electronic task tool at the end of each day. These task management facilities enable you to note deadlines. and print out for use the next day. such as MS Outlook. or marked completed. A manual ‘To Do’ list also enables you to easily add new tasks as they arise. You might even consider using electronic task tools in conjunction with a manual list. TIP: A ‘Daily Task Sheet’ is included in Appendix One for your reference. Use or modify this sheet to suit your needs. the task is crossed off. and includes the order of priority and time frames.Chapter 1: Organising your work schedule TIPS: • • remember: everything takes longer than you think it will! keep your schedule flexible! Many experts advise that you should allow at least two hours of unscheduled time per 4 hours. Using ‘To Do’ Lists A ‘To Do’ list is a daily schedule of tasks to be completed throughout the day. Tools for managing your time effectively To help you to organise and prioritise your work effectively. As each task is completed. contains task management facilities that allows you to record and keep track of your tasks.

For example. The state of your work area or workstation reflects your level of tidiness. Diaries also act as a reminder of the possibility of upcoming work as a result of these meetings or appointments. deadlines for projects.2: The calendar in MS Outlook. you may need to set aside an hour after a team meeting to record and distribute the meeting minutes. 1. Organising your work area As well as organising your tasks. you also need to organise your work area. a diary is another effective time management tool.BSBCMN202A . This is especially important if your desk is exposed to clients. Diaries and calendars are available in either hard copy or electronic form. The medium you choose to organise your tasks will depend on your personal preference. suppliers 8 . and other events that may impact on your ability to complete tasks. A diary can be used to note meeting times. such as team or staff meetings.Organise and complete daily work activities Using a diary or calendar As well as using a work schedule. cleanliness and organisation. Fig. appointments.

8 . as well as others. such as on a Friday afternoon or when your energy is low. . or when you need a break filing papers and documents regularly. This makes it easy for you. You may need to liaise with your manager or colleagues to identify timeframes for each. Activity 1. Record the deadline or due date for each task. 4.Chapter 1: Organising your work schedule and others in the team or workgroup. Write a work schedule of tasks you are required to do for the next five days. Organising your work area involves: • • • • setting up trays. Prioritise each of these tasks. to locate important files when needed clear out your trays regularly. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ 9 . Record the approximate time it will take to complete each task. such as an ‘IN’ tray for incoming tasks. It is a good idea to do this at the end of each day. 3. to help you plan for your tasks the following day. and an ‘OUT’ for completed tasks or outgoing mail cleaning the work area at least once a week.

For each of the tasks listed above. coffee. you have to negotiate tasks with the other Administrative Assistant. Dean. the Senior Advisors instruct you to do the following: • • order refreshments (tea. You have the following tasks carried over from the previous day: a) b) c) d) e) Promotional mail-out to new target market. Due: Monday. you arrive at the office and begin to prepare your day. 0 . biscuits) for client meetings on Friday contact Head Office and order more brochures and Product Disclosure Statements as soon as possible. Due: Friday Contact client: Mrs Jones to organise appointment with Advisor for Friday Collect. On Wednesday. During the day. open and distribute mail. You work as part of a team of five: three Senior Advisors and two Administrative Assistants who are employed to assist the Senior Advisors. Many of your tasks are given to you by one or more Senior Advisors.Organise and complete daily work activities Case Study – Chapter 1 You have started a new position as an Administrative Assistant with ‘InvestCo. prepare a work schedule showing that you have planned and prioritised your work as follows: • • • • • identify the sub-tasks for each task list each task in order of priority allocate a timeframe to each task negotiate with Dean to help you to prepare the mail-out identify the resources needed for each task.’. 1. Due: Thursday Prepare staff meeting for next Monday morning. a mediumsized service organisation that specialises in providing financial advice for retired people. and occasionally.BSBCMN202A . Due: daily by 11am Word process three letters to clients.

Reprioritise your tasks accordingly.1 Negotiates and agrees upon work goals and plans with colleagues 1.2 Work goals and plans reflect the organisation’s and workgroup’s plans. you will need to consider and use the principles and practices introduced in this section. Discuss with your teacher or assessor to identify which activities you need to complete to suit your learning situation. CS 1.8. 1.3 Assesses and prioritises workload within allocated timeframes Activities 1: Organising your work schedule Note the following: • • stationery orders (including refreshments) are delivered within 48 hours brochures and other material are usually delivered within five days by Head Office. Performance Criteria 1. Activities linked to competency This table identifies which activities in this guide align directly to the performance criteria for this unit. 1. CS 1. Organise work schedule 1. ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ Note: as you work through this Case Study. CS  .6. 2. responsibilities and accountabilities 1.

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