BSBWOR501 SAT Manage Personal Work Priorities and Professional Development

Student Assessment Tool
BSBWOR501
Manage personal work priorities and professional development
Student Name Sarmila Suba Rao
Qualification Name Diploma of Business
Version 2.0
BSBWOR501
Assessment Overview.......................................................................................................................................... 3
About Your Assessments.............................................................................................................................. 3
How to Submit Your Assessments................................................................................................................ 3
Assessment Task Cover Sheet..................................................................................................................... 3
Assessment Appeals.................................................................................................................................... 3
Assessment Plan.................................................................................................................................................. 4
Assessment Task Cover Sheet – Assessment Task 1.......................................................................................... 5
Assessment Task 1: Written Questions................................................................................................................ 7
Assessment Task Cover Sheet – Assessment Task 2........................................................................................ 16
Assessment Task 2: Plan Work Priorities........................................................................................................... 18
Part A – Research Priority Management Tools............................................................................................... 19
Part B – Research and Report on Stress........................................................................................................ 21
Assessment Task 3: Personal Development Plan.............................................................................................. 24
Part A – Plan Personal Work Goals................................................................................................................ 25
Part B – Assess Skills and Knowledge........................................................................................................... 28
Part C – Identify Development Opportunities.................................................................................................. 30
Part D – Develop a Professional Development Plan.......................................................................................33
Assessment Task 4: Professional Development Report.....................................................................................40
Version: v2.0/April 2019

Choice Academic College Page 2 of 48
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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 You must correctly answer all questions in this task to demonstrate that
Questions you understand the knowledge required of the unit.
Assessment Task 2: Project You must set and meet work priorities and use technology to manage
Plan Work Priorities time and priorities.
Assessment Task 3: Project You must complete some research, seek feedback and assess your
Personal Development Plan skills and knowledge to develop your personal development plan.
Assessment Task 4: Report You must participate in a professional development opportunity and
Professional Development Report report on it.
How to Submit Your Assessments

When you have completed each assessment task you will need to submit it to your assessor by the due date.
Instructions about submission can be found at the beginning of each assessment task.
Make sure you retain copy of your written activities before you submit those. Your submission to the assessor
will keep into your student file. These will not be returned to you.
Assessment Task Cover Sheet

a.At the beginning of each task in this booklet, you will find an Assessment Task
Cover Sheet. Please fill it for each task, making sure you sign the student
declaration.
b.After assessing your tasks, your assessor will provide you feedback.
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.

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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. Report
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  Yes  No
reassessment?
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?  Yes  No
If yes, what are they?
________________________________________________________________________________________
Do you understand your rights to appeal the decisions made in an assessment?  Yes  No
Student name: sarmila suba rao_______________________________________________________________
Student signature: sarmila___________________________________ Date: 25/11/19______________________
Assessor name: ___________________________________________________________________________
Assessor signature: ______________________________________________ Date: ______________________

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ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 1
Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work.
Student Name: sarmila suba rao
Student ID No: CAC20180120
Unit Code and name: BSBWOR501
Date of submission: 25/11/19
STUDENT DECLARATION
I sarmila __________________________________________________ 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 Name: sarmila suba rao_______________________________________________________________________
Student Signature: sarmila____________________________________________________________________________
Result
S = Satisfactory
Evidence Gathering Technique NS = Not Satisfactory
NA = Not Assessed
Assessment 1: Written Questions S | NS | NA
The participant has been assessed as having met all the requirements of the performance criteria, required
skills and knowledge and critical aspects of this unit and has been deemed
COMPETENT(C) / NOT YET COMPETENT(NYC) FURTHER EVIDENCE REQUIRED
Feedback to Student
BSBWOR501
Assessor Declaration
Your signature below confirms your respective declaration. I declare that:
 I understand the competency standards, elements of competence and performance criteria for this unit.
 I understand and have applied the rules of evidence, being that the evidence submitted by the student
has been assessed by me as valid, authentic, reliable, current and sufficient.
 I have read and marked the assessment submitted by the student.
 All classroom assessment requirements have been met (where applicable).
 All workplace assessment requirements have been met (where applicable).
 All signatures (students, workplace, supervisors, etc) have been checked and verified.
Assessor Name Assessor Signature Date
Administrative Use Only
Entered onto Student Management

Database ________________
Date Initials

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Assessment Task 1: Written Questions
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/ incomplete, 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 or incompletely.
Your assessor will give you a due date by which this must be provided.
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 and completely.
 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.
 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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QUESTION 1
1.a. Explain what self-appraisal is?
2.b. How self-appraisal contributes to a performance review?
3.(minimum 70 words)
4.The self-appraisal (also known as a self-evaluation or a self-assessment) is your opportunity to reflect on

the things you did well, and the things you didn’t do so well – but learned from this past year.
5.the employee self – evaluation ensures that employees prepare thoughtfully for their performance
development planning or appraisal meeting with their manager. It provides an useful opportunity for the
employees to seriously consider their level of performance and contribution.
6.
QUESTION 2
7.Describe peer appraisal and list at least one benefit of peer appraisal. (minimum 70 words).
8.Peer appraisal is a variation of 360 degree feedback in the performance appraisal process. Peers and
team mates provide a unique perspective on performance. While managers are best able to assess an
individual’s outcomes and results, peers provide insight into an individual’s interpersonal interactions and
skills.
9.Encouraging Recognition
10.Peer appraisal and feedback is not just about gathering more information for the performance review.
Providing vehicles for individuals to offer feedback to others encourages a culture of feedback and
recognition, and supports collaborations.
11.Question 3
12.a. Identify four components of a manager's role and responsibilities that are commonly measured by Key
Performance Indicators (KPIs).
13.b. Discuss how the KPIs may be measured.
14.(minimum 100 words)
 Customer satisfaction: It’s simple, without customers your organisation wouldn’t be here. Any
organisation has customers it has to satisfy.
 Internal Process Quality: Companies need to make sure their services and products are to the expected
standards and that they optimize the way these products or services are delivered.
 Employee Satisfaction: Even though my last article was about the elimination of human job through the
use of artificial intelligence and big data robots, we can safely say that employees are still the most
important ingredients in any business. We all know that companies don’t do well if their employees are
not happy and this again applies to all enterprise.
 Financial Performance Index: To identify and understand the overall impact that the various financial
realities represented by your KPI numbers have on your business. Then, use the insights you acquire
from these invaluable financial management performance indicators to identify and implement changes
that correct problems with policies, processes, personnel, or products that are impacting one or more of
your KPI values.

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Question 4
Identify and outline three personality type tests that are common in Australian workplaces (minimum 50 words).
 The Caliper Profile measures how an individual’s personality traits correlate to his or her job
performance. The test is made up of a few different types of questions. The most common type presents
you with a series of statement best aligns with your viewpoint.
 The Myers - Briggs Type Indicator
One of the most well – known tools for mapping employee personalities is the Myer – Briggs Type
Indicator (MBTI). According to CPI, the test’s publisher, 89 of the Fortune 100 companies use the MBTI
before hiring a new employee.
 The Hogan Personality Inventory (HPI). The Hogan Personality Inventory (HPI) was developed in the
1980s and was originally used in a socio-context, but it’s now used to predict job performance.
Question 5
Discuss three advantages and three disadvantages of personality tests (minimum 70 words).
Advantages
 Knowing the unique information personality tests provide can help hiring managers assess a candidate’s
fit into company culture.
 Personality tests allow hiring managers to better understand how to keep individual employees engaged
and motivated at work.
 Well-designed, standardized assessments allow an organisation to improve its legal defensibilty by
providing a fairer method of candidate comparison.
Disadvantages
 Time. Personality tests can be time-consuming, which may lead to job candidate frustration or even loss
to other companies.
 Money. Personality tests can be costly to administer. Costs can range between $100 to $5,000 per
candidate, according to Hellos HR (2014).
 Accuracy. While useful for gaining behavioural insight, personality tests are not always the best
indicators of how successful an individual will be in a job. This is particularly true with certain tests such
as the Four Quadrant (4-Q) test and Myers-Briggs assessment. Although these tests have not been
validated as strong measures of job performance, they remain popular among employers.
QUESTION 6
Explain why it is important for leaders to be self-aware in regard to their behaviour (minimum 40 words)

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The importance of self-awareness in leadership development is really highlighted by the work, emotional
intelligence the ability to mange ourselves and our relationships effectively – consists of four fundamental
capabilities; self-awareness, self-management, social awareness, and social skills, reinforce the importance
of self-awareness. Their research indicates that self-awareness and self-management are absolutely
essential to authentic leadership. The organisation to hiring the most talented and the brightest individual
when they do not possess first the personal and social skills needed to be an effective leader. And the first
step to obtaining these personal and social skills is self-awareness; the essence of effective leadership. If
you want to be an effective leader, study and learn about your best leadership tool. Reflect upon the impact
your interactions have on others. Listen to the feedback others offer on your behaviour and style. Ask for
candid feedback on your leadership. Take every opportunity to conduct assessments of your personality and
style through the use of valid instruments. Working to understand and develop yourself will pay huge
dividends when you are put into that leadership role.
Question 7
Discuss at least 3 advantages of conducting behavioural assessments/appraisals (minimum 70 words).
They provide a document of employee performance over a specific period of time. They provide a structure
where a manager can meet and discuss performance with an employee. They allow a manager the
opportunity to provide the employee with feedback about their performance and discuss how well the
employee goals were accomplished. They provide a structured process for an employee to clarify
expectations and discuss issues with their manager. They provide a structure for thinking through and
planning the upcoming year and developing employer goals. They can motivate employees if supported by a
good merit increase and compensation system.
Organisations that incorporates performance appraisals into a comprehensive performance management
system and use them to implement business goals have an advantage for accomplishing their goals and
ultimately their strategic plan.
QUESTION 8
a. Describe ‘personal development planning’ in two or three paragraphs.
b. What is a personal development plan aligned to?
(no more than 100 words)
A Personal Development Plan is a written account of self-reflection and improvement, which doubles up as a
detailed action plan used to fulfil academic, personal, or career based goals.
It’s usually created within the workplace or when studying (with guidance from your manager or tutor), and
works by allowing you to establish your aims, recognise your strengths and weakness, and identify the need
for improvement.
Objectives are put in place based on the area you’d like to improve on, and the plan consists of your own
personalised actions that will help you to achieve them.
QUESTION 9
Describe each of the letters in the acronym SMART in relation to goals (no more than 70 words).
Everyone who wants to pursue a goal, known that is important to provide a good description of this goal.
Empty slogans do not bring satisfactory results. Making a concrete analysis in advance will help you to get to
the finishing line. A useful method to achieve this is the so-called SMART Goals or simply SMART, The
SMART Goals definition/acronym stands for Specific, Measurable, Acceptable, Realistic and Time-bound.
Specific:

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A vague goal such as ‘our company wants to enhance its turnover ‘indicates that the current situation is not
satisfactory. Apparently the turnover must be enhanced. However, there is not a real plan to realize this
goal’.
Measurable:
Each SMART goal has a starting point as well as a finishing point and they are indication of the quality of the
effort to be made. A system, method and procedure must mentioned which determine to what extent the
target moment has been achieved.
Acceptable (Ambitious)
SMART goals must be acceptable for you as well as for the group or the department. For managers it is
important to create support for the goal among the employees. Only then the goal stands a chance of
succeeding.
Realistic (Relevant)
A realistic goal takes into account the practical situation and the work in which everyone is involved. It is
impossible that everyone’s focus will be on the same goal all the time, after all, there are always other issues
requiring attention.
QUESTION 10
Discuss the concept of the Pareto Principle in relation to time management (minimum 50 words).
You’ll probably agree that not everyone can work at full capacity 100% of the time. By extension, we can say
that only a percentage of your efforts will be conducted at full capacity. And by further extension, we can say
that this percentage will account for a large part of your gain.
This logic, so to speak, is related to something known as the Pareto Principle, which has more commonly
been called the 80/20 rule. Let’s learn what this is and how it applies to time management.
The 80/20 rule is pretty simple to define. In short, 20% of your efforts will end up producing 80% of your
results. So, you should manage your time in a way that focuses on that 20% instead of the other 80% or
evenly over the entire 100%.
The 80/20 rule can be simplified to three key steps:
 Identify what your key results or goals are.
 Apply the 80/20 rule to prioritise your tasks.
 Protect the most important activities from the least important activities.
QUESTION 11
Discuss three ways to manage time at work (minimum 40 words).

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1. Know your goals.

Make sure you’re engaging in activities that support your business goals, both short-and-long-term.
Everything else is a potential time-waster. Your daily plan should revolve around working on tasks and
activities that directly relate to generating income and growing your business.
2. Prioritize wisely
Stephen Covey, co-author of First Things First, offers an organizational tool for your to-do list based on how
important and urgent tasks are.
3. Just say no.

You’re the boss. If you have to decline a request in order to attend to what’s truly important and urgent, do
not hesitate to do so. The same goes for any projects or activities that you’ve determined are headed
nowhere. Be prepared to move on to more products tasks. Learn from the experience to avoid wasting time
later on.
QUESTION 12
Discuss the negative effect of technology on work-life balance (minimum 40 words).
While work-life balance is a much-discussed topic in the world of HR, new findings have given us a more
valuable insight into the role technology plays.
With technology simplifying how and where we can access communications, a survey by CarerBuilder found
a half of workers check their email outside of working hours. More worrying is the fact that 24 per cent of
workers do so while engaged in activities with family and friends.
QUESTION 13
Describe three strategies that a business can use to ensure their workers maintain work-life balance?
(no more than 40 words).
1. Exercise Access
Office GymOne of the most positive ways to reduce stress is exercise, and every able-bodied adult should
be getting at least 30 minutes of it per day. Employees who eat healthy and exercise are less at risk of
getting sick and missing days from work, which could ultimately detract from your company’s productivity.
2. Childcare Services.
As a parent, childcare duties don’t always stop when you leave for work in the morning. A family-friendly
work environment has proven to benefit both employers and employees in a variety of different industries.
3. Company Outings
One of the best ways to boost employee morale and help workers get to know each other in a non-stressful
capacity is by offering an occasional company outing. This type of outing can be as low-key or as
extravagant as you like, depending on your company’s culture and budget for such things.
QUESTION 14
List and describe five learning styles (no more than 80 words).

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1. Visual: The occipital lobes at the back of the brain manage the visual sense. Both the occipital and
parietal lobes manage spatial orientation.
2. Aural: The temporal lobes handle aural content. The right temporal lobe is especially important for music.
3. Verbal: The temporal and frontal lobes, especially two specialized areas (in the left hemisphere of these
two lobes).
4. Physical: The cerebellum and the motor cortex (at the back of the frontal lobes) handle much of our
physical movement.
5. Logical: The parietal lobes, specially the left side, drive our logical thinking.
QUESTION 15
Discuss why our preferred learning style is important and needs to be taken into consideration (no more than
60 words).
The Importance of Learning styles

Learning Styles
Most educators recognise three broad learning styles in children – visual, auditory and kinaesthetic. Each
style refers to a preferred way of receiving and processing information in order to learn. When you help your
child to learn, you probably favour teaching methods that suit your own learning style. That’s because those
approaches work for you and you believe them to be the most effective. Taking a moment to discover and
understand your child’s learning style, as well as your own, can quickly turn hard work into plain sailing.
QUESTION 16
a. List five ways of learning new skills at work.
b. Identify at least one learning style that would benefit from each suggestion.
(minimum 80 words)

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1. Ditch your learning style

As much as we’d like to believe that we learn better in a certain style, the truth is, these have little impact on
our ability to learn.
2. Make it more meaningful for yourself

One main reason why “learning styles” don’t work is that we learn things in terms of meaning. Finding
meaning in our learning is the key.
3. Learn by doing
Humans are natural learners – and we learn best when we perform the tasks we’re trying to learn. No matter
how good your grades were at college, most of your learning takes place once you enter the workplace and
start applying what you’ve learned.
4. Study the greats, and then practice

Aspiring writers hear over and over that the best way to write better is to read a lot of books, especially the
classics. Why? Because they’ll learn a lot more by studying the writing styles of great writers, than they
would by taking a course on writing.
5. Teach what you learn

One of the more surprising ways you can learn a new skill is to teach it to someone else. Much research has
been done on this phenomenon, but one study illustrate it particularly well.
SUBMISSION REQUIREMENTS FOR TASK 1:

 Your answers to each question.
Student Name:
Student ID No:
Unit Code and name:
Date of submission:

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STUDENT DECLARATION
I _________________________________________________________ declare that these tasks are my own work.

Student Name: ______________________________________________________________________________________
Student Signature: ___________________________________________________________________________________
Result
S = Satisfactory
NA = Not Assessed
Assessment 2: Project S | NS | NA
Feedback to Student

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Database ________________
Date Initials

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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 found on the CBSA website. Your assessor will provide you with login details.
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 CBSA activities including 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

 Access to a computer, the Internet, and a web browser
 CBSA organisational policies and procedures (accessible via the CBSA website)
 Business Plan (accessible via the CBSA website)
 Email template (accessible via the CBSA website)

(where applicable).

 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.

Complete all parts of the assessment below.

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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 11:11 AM
Subject: Managing Work Priorities
Attachment: Job Tasks.docx
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 and 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.docx
 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 query 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)

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 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:
o 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.
o 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.
o 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.
o 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
Date/time: Wednesday 4:42 PM
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
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.
PART A

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To: Gavin Stead (gavin.stead@cbsa.com.au)
From: Sarmila (sarmila.jeeva@gmail.com)
CC:
BCC:
Date/time: 20.10.2019 11.00am
Subject: Plan Work Prioritises
Attachments: research document, the weekly schedule, and the modified weekly schedule
Hi Gavin,
Hereby I attached the research document, the weekly schedule and the modified weekly schedule. Please
have a look before I can proceed with it.
Thank you
Kind regards
Sarmila
Sales & Marketing Manager

Phone: 1800 111 222
www.cbsa.com.au
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.
 SimplyBook.me offers the most extensive scheduling software on the market, one that makes you
look professional and saves you a lot of time and effort. You get a beautiful booking website where
you can present your business and accept online appointments, sell products, membership, packs
and service add-ons. Sync appointments with popular online calendars and get detailed statistics
about your business. Check out the SimplyBook.me online booking system to see all our features.
 Wrike makes scheduling and managing multiple projects, campaigns or events easier. Bring your
tasks from email and messengers to Wrike. In Wrike you can organise your schedules on Kanban
boards, in tablets, task lists or visualise your plans on the interactive Timeline. Create custom
dashboard to track the most important tasks and build reports in one click. Perfect for Marketing,
Creative, Operations, IT, Project and Product teams of 20+ people.
 Flexible, affordable solutions to manage your schedule the way you want. With SuperSaas by your
side, don’t waste time with back-and-forth emails. Stay available to your clients 25/7, send
automatic SMS/email reminders, create waiting lists, custom forms, accept online payments and
credits, sync calendars, customise layout style to match your brand, integrate your website, design
your own promotions, control access, set pricing rules and more. Available in 34 languages. Sign
up for free trial

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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. If you are working may create a schedule based on your own work tasks
and working hours.
Monday Tuesday Wednesday Thursday Friday
0800-0830 Wake up Wake up Wake up Wake up Wake up
0830-0900 Way to work Way to work Way to work Way to work Way to work
0900-1200 Working Working Working Working Working
1200-1230 Rest Rest Rest Rest Rest
1230-1700 Working Working Working Working Working
1700-1730 Way to back Way to back Way to back Way to back Way to back
home home home home home.
3. On the Tuesday afternoon one of the system 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 your General 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 maintain your work-life balance. Provide a justification:
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
0800- Wake up Wake up Wake up Wake up Wake up Wake up Wake up
0830
0830- Way to Way to Way to Way to Way to Way to Way to
0900 work work work work work work work
0900- Working Working Working Working Working Working Working
1200
1200- Rest Rest Rest Rest Rest Way to Way to
1230 back back
home home
1230- Working Working Working Working Working
1700
1700- Way to Way to Way to Way to Way to
1730 back back back home back home back
home home home
PART B
RESEARCH REPORT
What is stress?
Everyone experiences stress at some stage in their life. It is a way for us to know that something in our life is
causing us concern and is affecting how we are thinking and feeling.
Stress is not always bad. In small doses, it can help you perform under pressure and motivate you to do your
best, but when you are constantly running in emergency mode, your mind and bond pay the price.
Causes of stress
The situations and pressures that causes stress are known as stressors. There are 2 types of stressors:
 Eternal (where outside forces act on us)
 Internal (self-generated, we have some control over it)

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External causes of stress:

 Major life changes
 Work
 Relationship difficulties
 Financial problems
 Being too busy
 Children and family
Internal causes of stress (self-generated)

 Inability to accept uncertainty
 Doubt
 Negative self-talk
 Unrealistic expectations
 Perfectionism
 Lack of assertiveness
Work-life balance
Work-life balance is adjusting your day-to-day activities a sense of balance between work life and personal life.
Some benefits of a healthy work-life balance include:
 Reduced stress levels, at work and at home
 Greater focus and concentration
 Higher levels of job satisfaction
 The opportunity to participate more fully in family and social life
 More time to pursue personal goals and hobbies
 Improved health.
Four health and wellbeing programs

1. On-site fitness centres
This might be considered the granddaddy of all workplace wellness programs. Not everyone can provide their
team members with a 72,000 square foot fitness centre, but Cheapsake Energy Corp, considers it a completely
justified expense for recruiting and retaining healthy team members. The fitness centre offers teams members
an Olympic-sized swimming pool, a rock climbing wall, and access to personal trainers.
What makes this program great? The fitness centre is just one part of the company’s ‘Living Well’ program,
which offers cash incentives for team members who participate and meet their goals in various areas of the
program. Cheapsake Energy Corp, clearly cares about their team members’ well-being and has provided them
with as much support as possible to help them reach their goals.
2. Smoking cessation programs

It’s no secret that, on average, team members who smoke cigarettes cost their employers more money due to
health issues compared to non-smokers. Some workplaces have found it in their best interest, both ethically
and economically, to offer smoking cessation programs to their team members.
Union Pacific Railroad offers a smoking cessation program that consists of lifestyle coaching, as well as
pharmacological assistance, to their team members. Their program has helped reduced the number of their
team members who smoke from 40% in the 1990s to 17% in 2007.

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What makes this program great? Union Pacific Railroad understands that pharmaceuticals alone may not work
for all team members. The addition of coaching for team members trying to quit smoking may be difference
between success and failure.
3. Transit options
Encouraging alternative methods of transportation, such as bike sharing or public transit incentives, are
beneficial to the workplace and the future of the environment. Facebook’s campus in Palo Alto offers a bike-
sharing program for team members to cycle to places around campus rather than driving. At Rise, we
encourage our team members to take public transit by reimbursing employees for their transit passes.
4. Paramedical services
Companies like Google and Boeing offer paramedical services, like massage therapy, to their team members
while they’re at work. In fact, Google employs a massage program manager, as just one of 35 massage
therapists employed in their United States offices. Massage therapists go through an interview process at the
company as well, where they demonstrate their skills (which sounds great for the interviewer).
What makes this program great? There’s reason why Google is consistently rated one of the best workplace in
the world. Going above and beyond what team members expect from their employer is a great way to
encourage a reciprocal effort. A relaxed and calm team member is a joy to have in the workplace, which is
likely the main reason that Google offers the service.

 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.

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Student Name: Sarmila Suba Rao
Student ID No: CAC2018020
Unit Code and name: BSBWOR501 Manage personal work priorities and professional development
Date of submission: 20/11/19
STUDENT DECLARATION
I sarmila suba rao___________________ 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 Name: sarmila suba rao____________________________________________
Student Signature: sarmila______________________________________________
Result
S = Satisfactory
NA = Not Assessed
Assessment 3: Project S | NS | NA
Feedback to Student

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Database ________________
Date Initials

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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

 CBSA organisational policies and procedures (accessible via the CBSA website)
 Business Plan (accessible via the CBSA website)
 Email template (accessible via the CBSA website)
 Three additional students to play the role of the CBSA management team

(where applicable).

 If you get something wrong, you will need to resubmit that part of the task that has not been completed
how.

Complete all parts of the assessment below.

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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
Date/time: Friday 1:21 PM
Subject: Planning Personal Work Goals
Attachment: Position Description.docx, Strategic Plan.docx
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
Phone: 1800 111 222
www.cbsa.com.au
ATTACHMENTS
Position Description.docx
 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

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 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.docx
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 honesty 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

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 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:
 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.
 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 and 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.
TASK 3- PART A
 My goal of working for 12 months as a Sales & Marketing Manager at CBSA would be to plan and
implement sales, marketing and service development activities. My another will be 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. I need to develop and implements strategic
marketing and sales plans and forecasts sales and marketing activities in line with strategic objectives
during this 12-month period. In relation to my own professional development, I must look for courses of
improvement in leadership of sales & marketing and also try to find something focused on coaching that I
think would help a lot within the company.
CBSA is an iconic Australian retailer dedicated to making fashion, style and quality affordable for the whole
family. They are proud to be a part of over three hundred communities across Australia with stores conveniently
located in both metropolitan and regional areas. CBSA is committed to supporting these communities and to
meeting our responsibilities to our customers, team members and suppliers.
Our purpose and beliefs work together to foster connections and conversations both inside and outside our
doors. Whether you’re shopping in our stores, online or on a mobile device, we work hard to ensure your
experience is always enjoyable and exciting. How do we do it? Friendly service from team members ready to
assist with your list; fully stocked products and a speedy checkout process, innovative digital experiences that
take your trip to the next level, and that’s just the start. The job description is well explained and defined on the
company website, with the necessary descriptions that help the candidate to decide for the application or not. I
am interested in this job because it will be a new challenge in my professional life and also because what they
ask for is according to my experience. Some examples of the key responsibilities of the job role are:
 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

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 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
The personal work goals I have identified necessary for the available position are:
 Do better planning of my daily activities so that nothing important for the day goes unnoticed.
 Develop greater organizational skills to organise all necessary sales and marketing related.
 Do not procrastinate important tasks that need to be done and delivered on the same day for use by
another team.
 Listen actively all my colleagues to better understand what they expect from my work, to learn and to create
friendly relationships in the work environment
All of these personal work goals are important so that I can guarantee 100% success in the tasks that have
been entrusted to my position as sales & marketing manager. Planning and identifying the personal goals I
need to develop/improve will make me a more successful and confident person in my tasks and work
environment.
Within 12 months I must have improved my planning ability, organizational ability and new personal goals
should come so that I can always progress in my work environment.
PART B – ASSESS SKILLS AND KNOWLEDGE
To: You
Date/time: Tuesday 9:17 AM
Subject: Assess Your Competencies
Attachment: Self-assessment Template.docx
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,

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Gavin Stead
Managing Director
Phone: 1800 111 222
www.cbsa.com.au
ATTACHMENT
 Self-assessment Template.docx
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
I have sound skills and knowledge in this area, but further development and experience would be
3
valuable
4 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
5
and knowledge
Unit of competency: BSBCU4018 Coordinate implementation of customer service strategies. ____________
Elements Performance criteria Self-assessment Provide brief comments as to

how you determined your
1 2 3 4 5 assessment ranking
1. Ensure customer
Support service strategies
implementatio and opportunities
n of customer are promoted to  Get a lot of the good feedback
service designated
strategies. individuals and
groups.
2. Identify and
allocate available
Some have over-budget but still
budget resources 
under control
to fulfil customer
service objectives
3. Promptly action
procedures to
resolve customer Some of the customer don’t
difficulties and  happy that the solution but most
complaints within of the happy with after solved
organisational
requirements.
4. Ensure that
decisions to
implement
strategies are
takes in  There are good group work
consultation with
designated
individuals and
groups.

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Evaluate and 1. Review client  All is satisfy

report on satisfaction with
customer service delivery
service using verifiable
data in
accordance with
organisational
requirements.
2. Identify and report  All is satisfy
changes
necessary to
maintain service
standards to
designated
individuals and
groups
3. Prepare  All is satisfy
conclusion and
recommendation
from verifiable
evidence and
provide
constructive
advice on future
directions of
clients service
strategies.
4. Maintain system,  All is satisfy
records and
reporting
procedures to
compare changes
in customer
satisfaction.
Unit of competency: BSBCUS402 Address customer needs ___________
Elements Performance criteria Self-assessment Provide brief comments as to how

you determined your assessment
ranking
1 2 3 4 5
1. Ensure customer
Assist
needs are fully
customer to
explored,  Fully fulfil
articulate
understood and
needs
agreed.
2. Explain and match  Fully fulfil
available services
and products to
customer needs.

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3. Identify and  Fully fulfil

communicate
rights and
responsibilities of
customers to the
customer as
appropriate.
Satisfy 1. Explain  Fully fulfil
complex possibilities for
customer meeting customer
needs needs.
2. Assist customers  Fully fulfil
to evaluate service
and/or product
options to satisfy
their needs.
3. Determine and  Fully fulfil
prioritise preferred
actions.
4. Identify potential  Fully fulfil
areas of difficulty
in customer
service delivery
and take
appropriate
actions in a
positive manner.
Manage 1. Establish effective  Fully fulfil
networks to regular
ensure communication
customer with customers.
needs are
addressed
2. Establish,  Fully fulfil
maintain and
expand relevant
networks to
ensure
appropriate
referral of
customers to
products and
services from
within and outside
the organisation.
3. Ensure  Fully fulfil
procedures are in
place to ensure
that decisions
about targeting of
customer services
are based on up-
to-date information
about the
customer, and the
products and
services available.

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4. Ensure  Fully fulfil

procedures are
put in place to
ensure that
referrals are
based on the
matching of the
assessment of
customer needs
and availability of
products and
services.
5. Maintain records  Fully fulfil
of customer
interaction in
accordance with
organisational
procedures.
TASK
Based on the email and its attachment, complete the following tasks:
 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
 Complete the self-assessment of the two units using the self-assessment template provided in the
email attachment.
PART C – IDENTIFY DEVELOPMENT OPPORTUNITIES
To: You
Date/time: Thursday 12:28 PM
Subject: Interview Managers and Identify Development Opportunities
Attachment: Interview Response Template.docx
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,

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Gavin Stead
Managing Director
Phone: 1800 111 222
www.cbsa.com.au
ATTACHMENT
 Interview Response Template.docx
Interview Response Form

Sarmila
Name of person
participating in interview:
Sarmila.jeeva@gmail.com
Email address:
Job role:
CBSA
Company employed with:
30/11/19
Date of interview:
11.00am
Time of interview:
1 hour
Duration:
What does your current job role involve?

What skills and knowledge do you consider are most important to a manager?
1. Good communication
Having good communication skills is probably the most important skill of all for managers to have. Unless
you can properly communicate with those you supervise, the rest of the skills really won’t mature. In
numerous types of management tasks, the most common and first thing that needs to be done is to
communicate your opinions, expectations and needs to others. You shouldn’t be a Manager if you don’t
enjoy working with people. You also need to be able to send others the right messages and make sure
that they understand you. The type of power that you use for persuading others on your views is also very
important.
2. Good organisation
Probably the second most important skill that you can have as a Manager is the ability to organise. You
need to be able to come up with a plan and then schedule, organise and follow it. This also involves
understand understanding your company’s processes and rules as well as among individuals. You must
be able to protect what will happen and at what time.
3. Team Building
Good Managers know how to keep their teams intact. The well being of team members does not benefits
from having competition within the team. However, competition between teams can be very stimulating
and healthy. If one of the team members speeds ahead and leaves the rest of the members behind without
helping them, the team will most likely fail. A good Manager will notice these irregularities very easily. He
or she will attempt to correct the situation through having discussions with the team, mostly through
listening to members. To a great extent, a successful and healthy team relies on the trust between
members and with the Manager. If a Manager is able to build trust systematically, the team members will
feel much more committed and appreciated.

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4. Leadership
It isn’t enough to just listen to the problems of co-workers. A good Manager needs to solve these problem
and prove that he or she is committed to the goals of the team. It is also the Manager’s responsibility to
define goals along with team members and then assign responsibility to various team members clearly. A
good Manager will have a clear vision in terms of the direction he or she wants the team to be headed in.
Team members need to be ‘infected’ with this vision so that everyone is headed in the same direction.
5. Ability to deal with changes effectively
Many Managers are thoroughly familiar with the entire working process. This allows them to do things in
an almost automatic manner. A good Manager is adaptable and flexible. When faced with obstacles, he or
she has the ability to react quickly. Stress doesn’t prevent the Manager from making the right decisions for
the team and company.
What skills and knowledge might be important to acquire based on industry trends?
 Production, processing & Roasting
 Customer service attitude
 Availability to work within opening hours (including weekends and holidays)
 Excellent communication skills with the ability to manage and motivate a team.
Which professional development activity have you participated in recently/would like to participate in soon?
On-site Sales Training Programs
Hoffman Training
Length: one day
Focus: prospecting, discovery, negotiation, closing and sales management
How was this/would this be beneficial to you?
Hoffman workshops span the entire sales cycle, from getting your prospect’s attention to successfully
winning their business. Their workshops and corporate training programs are packed with information
which means they’ve ideal for salespeople who are eager to improve their performance.
Would you recommend this professional development activity to others? Why or why not?
Yes.
Because the attendees will also have the opportunity to create their own stories – so they’ll be ready to
inspire change in their prospects by the time they leave.
Is there any professional development you think is critical for a manager in your field?
Yes.
Task
Based on the email and its attachment, complete the following tasks
 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.
 Networking Review

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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
 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.
 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:
 Specify who is the sender of email
 Specify who is the receiver of 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
To: Gavin Stead (gavin.stead@cbsa.com.au)
From: Sarmila (sarmila.jeeva@gmail.com)
CC:
BCC:
Date/time: 25/11/19 2.00pm
Subject: Professional competence research
Attachments: Interview Response form, research report docx.
Hi Gavin,
Hereby I attached interview response form and research report. Please have a look.

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Thank you
Kind regards
Sarmila

Phone: 1800 111 222
www.cbsa.com.au
Assess personal knowledge and skills against competency standards

Managers ought to be completely mindful of the competency benchmarks required by their organisation. They
got to have the information and aptitudes so that they are competent to achieve groups and organisation’s
objectives. Numerous organisations have a set of guidelines of competence in their working environment. It is
basic to create and keep up professional competence. This requires measuring your individuals knowledge,
abilities and traits against competency guidelines to decide the formative needs and priorities essential to
realize competency and objective accomplishment.
Manager ought to conduct a work investigation to distinguish the information, abilities and traits required to
perform your work. A work investigation will also tell you the capabilities, involvement and competencies you
require to attain your objectives and successfully perform your job. The results of the examination may identify
gaps which you may have to be address to ensure you meet the competency standards. Now, prepared to
arrange how and after you will achieve the recognized gap needs. You’ll not be able to attain all wants, but
you’ll be able prioritise them into the arrange of most critical knowledge and abilities required, to the less
important. You’ll pick up knowledge from the organization’s business or strategic plan; yearly reports; and going
to management meetings. Other sources of data for improving your administrative part incorporate; enactment
law; and keeping side by side with changes within the association and the worldwide showcase.
Competency standards can measure the level of your performance. A competency standard may be a record
used as an outline of reference by your manager to decide how they anticipate the work and the execution of
the work to be done and to decide how competent you’re at your work. Competency standards point to
guarantee that you simply can perform are an indicated minimal level. The two main types of competency
standards are:
 Nationally endorsed units of competency consistent with work requirements.
 These are recognised nationwide and service as a basic for assessment and the issue of formal
qualifications.
 Enterprise-specific units of competency consistent with work requirements.
 Organisational standards are in-house and specific to your employer.

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PART D – DEVELOP A PROFESSIONAL DEVELOPMENT PLAN
To: You
Date/time: Monday 9:47AM
Subject: Professional Development Plan
Professional Development Plan Template.docx, Professional

Attachment:
Development Policy.docx
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
Phone: 1800 111 222
www.cbsa.com.au
ATTACHMENTS
Professional Development Plan Template.docx
Professional Development Plan Template
Sarmila
Name
20/11/19
Date of development
20/12/19
Date to be reviewed
 Goals
 Identify your two short term and two long term goals in the following table.
Timeframe My personal goals are: My professional goals are:
Next 12 months  When school holiday, back to  Earn a Degree or Professional Certificate.
Malaysia

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 To extend my florist part time
Next 5 years  To buy a car for myself  Improve your communications skills.
 Be more mature  Become a subject matter expert (SME)
 To bring my parents to travel  To start up a business
around the world
 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?
1. Time management course Effective time management can help increase End of 2019
productivity and reduce stress
2. People analytics Data-driven approach to managing people at work End of 2019
3. Culture-driven team building Recognize aspects of team culture to maximize End of 2019
specialization team performance
4.
 Professional Development Activities

Planned professional development activities (next 12 months) based on areas of improvement or gaps.
Name of activity Details Benefits of activity Date Cost (if any)

Importance of effective
Management training communication at work and
Nov 2019 %5000/year
1. Communication details the effects of poor
communication
Coaching techniques as
appropriate to the End of 2019 -
2.
workplace situation
3.
4.
Professional Development Policy.docx

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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 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

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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:
 Personal Development Plan.
You are required to develop a professional development plan. Your assessor will provide you 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 should 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 should choose an activity that you
can easily participate in such as attending a free networking event or webinar or watching a video
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 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:
 Specify who the email is being delivered to
 Specify who the email is being sent from
 Specify your Professional Development Plan as the attachment

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 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

 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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BSBWOR501
Student Name:
Student ID No:
Unit Code and name:
Date of submission:
STUDENT DECLARATION
I _________________________________________________________ declare that these tasks are my own work.

Student Name: ______________________________________________________________________________________
Student Signature: ___________________________________________________________________________________
Result
S = Satisfactory
NA = Not Assessed
Assessment 4: Report S | NS | NA
Feedback to Student

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BSBWOR501

Database ________________
Date Initials

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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.

 Professional Development Plan (completed in the last activity)

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

 If you get something wrong, you will need to resubmit that part of the task that has not been completed
how.

Complete all tasks of the assessment below.

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BSBWOR501
To: You
Date/time: Thursday 8:49 AM
Subject: Professional Development Report
Attachment: Professional Development Report Template.docx
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
Phone: 1800 111 222
www.cbsa.com.au
TASK
Based on the email and its attachments, 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 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.

 Professional Development Report for Part A.

RTO 41177 | CRICOS 03652

BSBWOR501 SAT Manage Personal Work Priorities and Professional Development

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Student Assessment Tool

Student Name Sarmila Suba Rao

Qualification Name Diploma of Business

Version: v2.0/April 2019

About Your Assessments

Assessment Task About This Task

How to Submit Your Assessments

Assessment Task Cover Sheet

Version: v2.0/April 2019

Assessment Requirements Due Date

1. Questions and Answers

AGREEMENT BY THE STUDENT

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

Student name: sarmila suba rao_______________________________________________________________

Student signature: sarmila___________________________________ Date: 25/11/19______________________

Assessor name: ___________________________________________________________________________

Assessor signature: ______________________________________________ Date: ______________________

Version: v2.0/April 2019

Student Name: sarmila suba rao

Student ID No: CAC20180120

Unit Code and name: BSBWOR501

Date of submission: 25/11/19

I sarmila __________________________________________________ declare that these tasks are my own work.

 None of this work has been completed by any other person.

Student Name: sarmila suba rao_______________________________________________________________________

Student Signature: sarmila____________________________________________________________________________

Assessment 1: Written Questions S | NS | NA

COMPETENT(C) / NOT YET COMPETENT(NYC) FURTHER EVIDENCE REQUIRED

Your signature below confirms your respective declaration. I declare that:

Assessor Name Assessor Signature Date

Administrative Use Only

Entered onto Student Management

Version: v2.0/April 2019

Assessment Task 1: Written Questions

RESOURCES AND EQUIPMENT REQUIRED TO COMPLETE THIS TASK:

WHEN AND WHERE WILL THIS TASK BE COMPLETED?

WHAT HAPPENS IF I GET SOMETHING WRONG?

STUDENT INSTRUCTIONS FOR TASK 1

WRITTEN ANSWER QUESTION GUIDANCE

Version: v2.0/April 2019

4.The self-appraisal (also known as a self-evaluation or a self-assessment) is your opportunity to reflect on

Version: v2.0/April 2019

Version: v2.0/April 2019

Version: v2.0/April 2019

Version: v2.0/April 2019

1. Know your goals.

3. Just say no.

Version: v2.0/April 2019

The Importance of Learning styles

Version: v2.0/April 2019

1. Ditch your learning style

2. Make it more meaningful for yourself

4. Study the greats, and then practice

5. Teach what you learn

SUBMISSION REQUIREMENTS FOR TASK 1:

ASSESSMENT TASK COVER SHEET – ASSESSMENT TASK 2

Unit Code and name:

Version: v2.0/April 2019

I _________________________________________________________ declare that these tasks are my own work.

 None of this work has been completed by any other person.

Student Name: ______________________________________________________________________________________

Student Signature: ___________________________________________________________________________________

COMPETENT(C) / NOT YET COMPETENT(NYC) FURTHER EVIDENCE REQUIRED

Student signature: sarmila_____________ Date: 25/11/19

Assessor signature: ________________________ Date: