BC3 20 1.1 BSBPEF201 Student Assessment

ASSESSMENT TASKS
Qualification details: BSB30120 Certificate III in Business

SBTA course reference: BC3-20_1.1_Wellingbeing
Units of competency: BSBPEF201 Support personal wellbeing in the workplace
Student’s ID: student ID
Assessor’s name: assessor name
ASSESSMENT TASK 1: KNOWLEDGE QUESTIONS

Assessment task instructions:
This is the first assessment task which consists of 6 written knowledge questions. You must complete all the
knowledge questions at the required level to get a “Satisfactory” outcome.
Purpose of the assessment task:
This assessment task is designed to evaluate student’s knowledge essential to support personal wellbeing in the
workplace in a range of contexts and industry settings and knowledge regarding the following:
 Knowledge of the common personal and workplace factors that may impact on wellbeing
 Knowledge of the advantages and disadvantages of different communication styles
 Knowledge of the methods for communicating with a supervisor
 Knowledge of the key features of Employee Assistance Programs (EAPs)
 Knowledge of the common workplace resources for addressing wellbeing
Assessment conditions and resources:
Assessment will be conducted in a safe simulated environment where you will have access to:
technology, resources, templates, scenarios, WHS law information, workplace information and documentation to
complete this assessment task
Questions:
1.1. Answer the following questions:
a) Prepare a list of any five (5) common personal factors that may impact on your
wellbeing.
 Self-esteem and self-control
 Good Time to rest
 Enough time to exercises
 Economic stability
 Good time to rest and dedicate myself to my health
b) Prepare a list of any five (5) common workplace factors that may impact on wellbeing.
 Stable relationship with co-workers and company members.
 Family, work and life good balance
 Overtime and number of hours worked
 Good communication, respect and value among all members of the team
 Good and healthy Work environment
1.2. Discuss any two (2) advantages and disadvantages of the following communication
styles.
 passive
 assertive
 aggressive
Passive communication style
Advantages:
· The people how has passive communication style always are patient and easy going.
·The Individual tend to avoid conflict
Disadvantages:
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 Avoid eye contact and extend conversation.

 Easily gives in to the ideas of others regularly and projects low self-esteem or self-
worth.
Aggressive communication style:
Advantages:
 Always advocating personal opinions, ideas and needs.
 Communication is both verbal and, at times, physical.
Disadvantages:
 Know what they want and are willing to push forward regardless of adversity.
 It also creates tension among team members who feel the communicator is always
confrontational
1.3. What are the different methods of communication you can use to communicate
about personal wellbeing with the Supervisor? Mention any three (3).
Three (3) methods of communication that we can use to communicate with the supervisor.
1. We can communicate face to face (that means I can meet in person).

2. We can talk by phone.
3. We can send an email.
1.4. What is the most appropriate method for communication about wellbeing? (Guide:
50+ words)
 Most appropriate method for communication about wellbeing
Example answer:
The best and most appropriate method for communicating about a worker’s well-being is
face-to-face. This way you will be able to see the expressions of the face, in addition to the
positions of the body and you can see if the person is paying attention to what you are
talking about. is the most respectful way to listen to the other person and more when it
comes to something related to their well-being.
1.5. What are the key features of Employee Assistance Programs (EAPs)? (Guide: 50+
words)
 Key features of Employee Assistance Programs (EAPs)
Answer:
Following are the key features of Employee Assistance Programs (EAPs):

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Employee Assistance Programs (EAPs):
Is designed as a service that provides all the professional assistance necessary for the
employees of the companies to have a good accompaniment when they have problems
that may affect their well-being, their personal life and their working life. This service is
provided by professionals trained to help workers voluntarily and professionally
1.6. What are the four (4) most common workplace resources for addressing wellbeing?
The Four (4) most common workplace resources for addressing wellbeing are:
Answer:
 Ergonomic work environments and equipment.
 Private healthcare.
 Safe work practices.
 Training in relaxation techniques.

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ASSESSMENT TASKS
ASSESSMENT TASK 2: PRACTICAL ACTIVITIES

Assessment task instructions:
This is the second (2nd) assessment task which consists of four (4) practical activities including: scenarios, written
and oral communication and practical activities. You must complete all activities at the required level to get a
“Satisfactory” outcome.
Purpose of the assessment task:
The purpose of this assessment task is to assess the student’s knowledge and skills essential to support personal
wellbeing in the workplace in a range of contexts and industry settings.
 Skill to develop a plan to communicate with supervisor, including:
o factors that may impact on own wellbeing, both positively and negatively
o appropriate style of communication
o appropriate method of communication
o strategy to deal with negative response.
 Skill to identify and access one formal and one informal wellbeing resource.
Assessment conditions and resources:
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are
typical of those in a working environment in this industry.
This includes access to challenges and situations to demonstrate the application of performance evidence.
Activities:
Read the case study and complete all activities below.
Case study – Online Media Solutions
Online Media Solutions is a marketing and web development business based in Melbourne,
Australia. From idea to design, development and marketing, we achieve results for our
clients and grow their business. We have ventured into the web service industry to offer
our superior and unique services to small businesses and organisations. Our experience
and expertise in web sales and e-commerce give us the backing to provide solutions that
are currently lacking in the market.
There is an all-time high demand for web development and marketing for small
businesses with signs of rising further. Interestingly, few web developers have taken
advantage of this opportunity, leaving the industry with no dominant provider. The high
costs of the projects and the focus on more prominent companies and organisations could
be the contributing factor as to why this market remains untapped. We have a system that
will reduce the project costs dramatically, giving us the opportunity to offer quality
services at reduced prices.
Mission
Our professional team of specialists with industry expertise deliver solutions not only for
leading brands but also for non-profit organisations and innovative startup businesses. We
aim to reach success by providing unique yet creative solutions to our customers that will
elevate their online presence.
Our Vision
Quality web solutions with a sound technical foundation that enable our clients to impress
their customers and improve their online image worldwide. We want to make our
customers stand out in the online environment and become the leading provider of online
services for small and medium-sized businesses.
Keys to success
 We will offer quality web services to small businesses and organisations at affordable
prices.
 Customised and tailored services.

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 Establishment of alliances and partnerships with internet service providers and

organisations involved in computer consultancy
2.1. Read the scenario below and complete the activity.
Online Media Solutions has seen an unexpected exponential growth in this COVID -19
period due to most businesses moving to e-commerce to generate revenues. Your
company has received a number of projects in the following fields:
 Interface and Web Design Services
 WordPress Development Solutions
 HTML and CMS Development Services
 Graphic Design
 Application development
 Online marketing
You have been working as a customer service team member in Online Media Solutions
from last three years. You are familiar with the different services provided by the
company. Most of the new customer service team members approach you for help when
they have any customer queries that they are finding hard to respond.
Due to this exponential growth, your company has a shortage of experienced customer
service team members. The management decided to roster you on rotating shifts to
ensure that the new team members can learn from your knowledge and experience in
both the shifts.
You have been working on rotating shifts for the last month. Considering the amount of
work, you also have to work overtime. Working on rotational shifts and overtime is
motivational in terms of financial benefits and career growth.
However, you feel this is causing issues to your personal wellbeing. From the last two or
three weeks, you have not been able to:
 Exercise regularly
 Get enough sleep
 Concentrate on work properly due to fatigue
This has been due to poor work-life balance. You want to advocate for and feel
empowered about personal wellbeing in the workplace. It involves developing and
applying basic knowledge of factors that may influence wellbeing, both positively and
negatively.
To do so, you will have to:
 Identify the factors that impact personal wellbeing.
 Develop a plan for communication with the Supervisor
 Communicate with Supervisor regarding the personal wellbeing
 Investigate formal and informal wellbeing resources
a) Activity 1: Recognise factors that impact personal wellbeing
Description of the activity:
This part of the activity requires you to recognise the factors that impact personal
wellbeing. After recognising the factors impacting personal wellbeing, you must
document your response in “Template 1” provided.
To do so, you are required to:
 Analyse the information given in the case study (Section: Current scenario)

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 Identify personal factors that may impact on wellbeing (Both positively and
negatively)
 Identify workplace factors that may impact on wellbeing
 Recognise and document the relationship between personal wellbeing and
identified workplace factors relevant to your own role based on the information
given in the case study
 Document your response in the “Template 1” provided.
Template 1: Recognise factors that impact personal wellbeing

Factors impacting personal wellbeing
Provide at least two personal  Enough time to have meals.
factors that may impact  Enough time to sleep and relax.
on wellbeing
Provide at least two  Extra work without time to rest.
workplace factors that  Stress produced by overwork
may impact on
wellbeing
Relationship between overtime work causes the worker to feel stress, and low
personal wellbeing and mood which leads to eating disorder that produces
identified workplace changes in temperament, and causes interpersonal
factors relevant to your relationships to end in internal conflicts which can
own role (Guide: 30+ affect the low quality of the product
words)
b) Activity 2: Develop a plan for communication with the Supervisor
This activity is a continuation of Activity 1.
This activity requires you to develop a plan for communication with the Supervisor.
The communication plan’s focus is to set up a framework to discuss the factors
affecting personal wellbeing (as identified in Activity 1).
The plan for communication with the Supervisor must be developed using “Template
2” provided.
To develop a plan for communication with the Supervisor, you are required to:
 Document the factors impacting personal wellbeing, both positively and
negatively (as identified in Activity 1).
 Select appropriate communication approach/style of communication
 Select appropriate method for communication about wellbeing
 Plan relevant content for communication including a strategy to deal with a
negative response
Template 2: Communication plan
Communication plan
At least four Factors Stress caused by overwork and overtime.
impacting personal
wellbeing
Communication Assertive
approach/style of

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ASSESSMENT TASKS
communication
Method for communication Face-to-face communication
Content for communication E.g., Communicating the factors behind the stress that
including a strategy to cause working a lot and extra without time to have
deal with a negative a good and enough time to rest. Is necessary to
response understand other parties’ side and negotiate a win-
win situation for both. Is the best to have a good
work environment.
c) Activity 3: Communicate with Supervisor
Activity context
Based on the communication plan developed, it was decided to conduct a meeting to
discuss the factors affecting personal wellbeing and seek advice from the Supervisor
to address personal wellbeing.
Description of the activity:
This activity is a continuation of Activity 2.
This activity requires you to arrange and conduct a meeting with the Supervisor and
review communication effectiveness.
To do so, you are required to complete the following two (2) parts:
 Part A: Meeting with the Supervisor
 Part B: Review the effectiveness of communication
Part A: Meeting with the Supervisor
This part of the activity requires you to arrange and conduct a meeting with the
Supervisor.
The purpose of the meeting is to conduct a meeting to discuss the factors affecting
personal wellbeing and seek advice from the Supervisor to address personal
wellbeing.
For each meeting, you are required to follow the below-given process.
Before the meeting:
Before the meeting, you are required to arrange communication with Supervisor. To
do so, you are required to develop a meeting agenda and send an e-mail to the
Supervisor to invite them to the meeting.
The meeting agenda must be prepared using the template provided. The meeting
agenda must discuss the purpose of the meeting and provide details regarding the
meeting’s place, date, and time.
After preparing the meeting agenda, you are then required to send an e-mail to the
team members to invite them to the meeting.
Guidelines for writing the e-mail:
• Ensure the text written in the e-mail is grammatically correct and free of errors.
• Use business style writing.
• The text must provide a summary of the attachment.
• Attach meeting agenda to the e-mail.
After e-mailing the meeting agenda to the Supervisor, you are then required to
conduct a meeting.

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Conducting the meeting

When conducting the meeting, you must
• Conduct communication according to the communication plan developed in
Activity 2.
• Demonstrate effective and communication skills at all times:
o Use formal communication style, encouraging and respectful tone
o Ask questions to clarify and confirm understanding
o Listen actively
o Understand the information needs of others
o Adapt communication to suit the audience
o Answer questions clearly and concisely
o Use non-verbal communication skills that encourage discussion and
feedback: nodding, smiling, eye contact
• Provide an opportunity for discussion.
o Listen and comprehend information from a variety of spoken exchanges
with the participants of the meeting
o Provide an opportunity for the audience to ask questions
o Respond to questions.
o Acknowledge and respond to differences in opinions.
During the meeting, you must:
• Welcome the Supervisor
• Introduce the meeting’s purpose
• Discuss the factors impacting personal wellbeing
• Seek advice from the Supervisor to address personal wellbeing.
• Discuss potential solutions and agree on the solution to be implemented.
During the meeting, the Supervisor will:
• Agree to focus on work-life balance.
• Will request to continue the same for the next two weeks and then move to the
previous rosters.
• Recommend for Employee Assistance Programs (EAPs)
After the meeting:
• Complete the meeting minute’s template.
• Send an e-mail to the attendees of the meeting to the meeting participants.
Follow the guidelines provided below.
Meeting agenda must be prepared based on the purpose of the meeting and
discussion items given in the activity.
The e-mail must be as per the guidelines specified.
Meeting minutes must be prepared based on the discussion conducted.
During the meeting, the trainer/assessor will be looking for:
• Whether the student:
o Took audience, purpose and contextual factors into account when making
decisions about what to communicate with whom, why and how.

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Selected and used appropriate conventions and protocols when

o
communicating with diverse stakeholders
o Used interpersonal skills to establish and build positive working
relationships with others.
Meeting agenda template: Meeting agenda
Date/Time: 23/02 /2022 8: 00 am
Location: Meeting room
Chairperson: Miriam Rios
Meeting Miriam Ríos Employed
Attendees: Juan Martínez Supervisor
Full names and María López Auditor
roles
Agenda Discussion/Outcomes Action Due Date
Item/Topic Officer
Welcome Good Morning welcome to the meeting Miriam Rios 23/02/2022
(Agenda item Discuss some factors that impact the Miriam Rios
1) personal wellbeing in our company like:
Topic?  Fatigue due to long working
hours
Stress to train staff and working on
rotational shifts
(Agenda item Talk about possible solutions that we Miriam Rios 23/02/2022
2) can find to change these factors that
Topic? affect our personal wellbeing
 Some solutions may include:
Organize work schedules so that
employees can have hours of
rest and exercise that will help
maintain good health that will
help them do their job properly.
Organize time in such a way that

employees can have active breaks to
exercise their body, thus maintaining a
good balance between work and rest,
leading to the achievement of their
objectives
(Agenda item After finding the possible solutions, find Miriam Rios 23/02/2022
3) the way to apply them in our company.
Topic?
Summary Overall Summary Miriam Rios 23/02/2022
In this meeting we will communicate
the factors that are affecting the

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ASSESSMENT TASKS
personal well-being of our employees,

and we will look at the strategies
needed to change this so that we can
all have a better work environment.
Decision/s
We will organize the hours so that all
employees can fulfill their duties, also
take some hours for employees to take
active breaks and in this way they can
rest and thus be more effective in their
work.
Action/s if any
Next Meeting 04/23/2022 Miriam Rios 23/02/2022

Time/date
Meeting closed 10:am Miriam Rios 23/02/2022
at:
Minutes are a Approved/confirmed by whom? Miriam Rios 23/02/2022
true and Supervisor
accurate
Auditor
record of the
meeting
Meeting minutes template: Meeting
Minutes of Meeting Meeting Objective: Discuss the factors that
 Welcome. impact the personal wellbeing in our
company and the possible solutions
 Read the meeting Objective.
Venue:
 Explanation of the reason why
the meeting is being held. The conference room
 Strategies to be followed
 Possible solutions.
 Meeting close.
 Act.
Attendees: Supervisor
Auditor, employed.
Date: 23/02 /2022 8: 00 am
No. Points Discussed Actions Target Date
Suggested
1 Factor that affect the Check the hours 28/02/2022
wellbeing and change the
mistakes.
2 Possible solutions Give the correct 28/02/2022
hours.

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Breaks to
exercise the
body.
3 Apply the correct change Start next month 28/02/2022
to the company all the change in
schedule will be
apply
Name of attendee 1: Juan Martinez Name of attendee 2: Maria Lopez

Name of attendee 3: Miriam Rios Name of attendee
4:
Note: You must (either) collect signatures from your team members at the meeting or
collect emails from them in response once they have been given the Meeting Minutes
document.
Part B: Review the effectiveness of communication
This part of the activity is a continuation of part A of this activity.
This part of the activity requires you to review the effectiveness of communication
conducted in part of this activity. To do so, you are required to:
• Assess the solutions presented to the personal wellbeing.
• Review how effective was the communication with the Supervisor.
• Complete “Template 3” provided.
Template 3: Effectiveness of communication
Effectiveness of communication
Effectiveness of the solutions Some factors presented such as working on
presented to the personal overtime or extra hours.
wellbeing (Guide: 30+ words) days or decision to not work overtime was good
but organise the schedules, times and extra
hours can help to have you can acquire a
good balance and working environment
Effectiveness of the communication The Supervisor was effective in communication

with the Supervisor (Guide: 30+ and He showed an interest in things to
words) change and seek a good negotiation for the
welfare of all affected and in this way reach
an agreement that is good for both parties.
d) Activity 4: Investigate available wellbeing resources
This activity requires you to investigate available wellbeing resources. To do so, you
are required to:
 Conduct research and identify and document any five (5) wellbeing resources.
 Review the selected wellbeing resources.
 Select and access one (1) formal and one (1) informal wellbeing resource
applicable to own workplace.

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ASSESSMENT TASKS
After investigating the available wellbeing resource, you are then required to use the
“Template 4” provided and document the following:
 Five (5) identified wellbeing resources.
 Formal and informal wellbeing resource applicable to own workplace
 Reason for selection of formal and informal wellbeing resource.
 Method for accessing selected resources
Template 4: Investigation of available wellbeing resources
Investigation of available wellbeing resources
Five (5) identified welling being Programs that help employees in all fields, and
resources assistance programs like, Work health and
safety procedures Training or coaching.
One (1) formal and one (1) informal Employee assistance programs Work health and
wellbeing resource applicable to safety procedures
own workplace
Reason for selection of formal and Based on the requirements, some of the
informal wellbeing resource (30- employee assistance
50 words) Programs will be most suitable. EAPs is the best
because has a professional team, and
resources to better manage time and
work
Efficiently, and can help to have the best
results.
Method for accessing selected there are different methods by which the
resources (Guide: 20+ words) selected resources can be accessed and
which also help to know if we are following
the right steps, such as important
documents related to the company, web
pages showing everything related to the
company
Attached the email.

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BC3 20 1.1 BSBPEF201 Student Assessment

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ASSESSMENT TASKS

Qualification details: BSB30120 Certificate III in Business

ASSESSMENT TASK 1: KNOWLEDGE QUESTIONS

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

 Avoid eye contact and extend conversation.

Aggressive communication style:

1. We can communicate face to face (that means I can meet in person).

Following are the key features of Employee Assistance Programs (EAPs):

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

Employee Assistance Programs (EAPs):

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

ASSESSMENT TASK 2: PRACTICAL ACTIVITIES

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

 Establishment of alliances and partnerships with internet service providers and

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

Template 1: Recognise factors that impact personal wellbeing

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

Conducting the meeting

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

Selected and used appropriate conventions and protocols when

Organize time in such a way that

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

personal well-being of our employees,

Next Meeting 04/23/2022 Miriam Rios 23/02/2022

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

Name of attendee 1: Juan Martinez Name of attendee 2: Maria Lopez

Effectiveness of the communication The Supervisor was effective in communication

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

BC3-20_1.1_ BSBPEF201_Assessment Tool Version 1_18 January

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