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ASSESSMENT COVER PAGE

STUDENT DETAILS / DECLARATION:


Course Name: BSB40520 Certificate IV in Leadership and Management

Unit / Subject Name: BSBPEF402 - Develop personal work priorities

Trainer’s Name: Assessment No: 1&2

o I fully understand the context and purpose of this assessment.


o I am fully aware of the competency standard/criteria against which I will be assessed.

I declare that:
o I have been given fair notice of the date, time and venue for the assessment.
o I am aware of the resources I need and how the assessment will be conducted.
o I have had the appeals process and confidentiality explained to me.
o I agree that I am ready to be assessed and that all written work is my own.
o This assessment is my: oFirst submission oRe-submission (Attempt ___)
Student Name: Student ID:

Student’s Signature: Submission Date: / /

ASSESSOR USE ONLY: (ACADEMIC DEPARTMENT)


Assessment 1: Short Questions
oSatisfactory oNot Satisfactory
Result:
Assessment 2: Practical Assessment
oSatisfactory oNot Satisfactory
Final Assessment Result for this unit C / NYC
Feedback: Feedback is given to the student on each
Yes / No
Assessment task & final outcome of the unit

Assessor’s Feedback:

Assessor’s Signature: Date: / /

ASSESSMENT FIRST SUBMISSION/RE-SUBMISSION RECEIPT:


It is student’s responsibility to keep the assessment submission receipt as a proof of submission of assessment tasks.
Student Name: Tiago da Silva Student ID:

Unit / Subject Code: Assessment No:

Trainer Name & Date: / /


Signature:

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Assessment/evidence gathering conditions
Each assessment component is recorded as either Satisfactory (S) or Not Yet Satisfactory (NYS). A student
can only achieve competence when all assessment components listed under procedures and specifications of
the assessment section are Satisfactory. Your trainer will give you feedback after the completion of each
assessment. A student who is assessed as NYS is eligible for re-assessment. Should the student fail to submit
the assessment, a result outcome of Did Not Submit (DNS) will be recorded.
Student should be provided with an appropriate time frame in which to resubmit their work, according to the
RTO’s re-assessment policy and procedure.

Plagiarism, cheating and collusion.


Where a trainer/assessor believes there has been an incident of academic misconduct involving plagiarism,
cheating, and/or collusion, they should report this along with reasons for the allegation. Assessors should refer
to their RTO’s policy and procedures regarding training and assessment for further information.”

When all unit’s assessment tasks have been submitted and assessed (including resubmissions), print out a
copy of this unit’s Final Results Record, included as the last page of this document. Record the result for each
task and the final result for the unit as C (Competent) or NYC (Not Yet Competent). There is also space to give
the student some written feedback for the overall unit.
Sign and date the middle section and give the sheet to the student. After discussing their results with them, the
student must fill out and sign the final section of the Record, where they acknowledge the result that you have
given them.

When the student has filled out the final section of the Final Results Record, make a copy for them and retain
the original with the student’s records.
Reasonable Adjustment
AC supports individual differences in the learning environment and provides ‘reasonable adjustment’ in training
and assessment activities to support every learner. If you have any special needs that make it difficult for you
to complete your learning or assessments, you should discuss this with your assessor beforehand and will be
provided with reasonable alternatives to assist you to complete the required tasks such as completing tests
verbally or using an interpreter.
Resources required for this Assessment

1. All documents must be created using Microsoft Office suites i.e., MS Word, Excel, PowerPoint
2. Upon completion, submit the assessment printed copy to your trainer along with assessment
coversheet.
3. Refer the notes on eLearning to answer the tasks
4. Any additional material will be provided by Trainer

Instructions for Students


Please read the following instructions carefully
This assessment is to be completed according to the instructions given by your assessor.

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Students are allowed to take this assessment home.
Feedback on each task will be provided to enable you to determine how your work could be improved. You will
be provided with feedback on your work within 2 weeks of the assessment due date.
Should you not answer the questions correctly, you will be given feedback on the results and your gaps in
knowledge. You will be given another opportunity to demonstrate your knowledge and skills to be deemed
competent for this unit of competency.
If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
Please refer to the College re-assessment and re-enrolment policy for more information.
Please provide required references of the sources, if you use any information from any sources (such as: learner
book, power point and online resources) to answer the assessment questions and make the required changes
to justify that it is your own work.

Re-submission opportunities
Please read the following instructions carefully
Students will be provided feedback on their performance by their Assessor. The feedback will indicate if you
have satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed your assessor will explain why and provide you written
feedback along with guidance on what you must undertake to demonstrate satisfactory performance. Re-
assessment attempt/ s will be arranged at a later time and date.
Students have the right to appeal the outcome of assessment decisions if they feel they have been dealt with
unfairly or have other appropriate grounds for an appeal.
Students are encouraged to consult with their assessor prior to attempting this task if they do not understand
any part of this task or if they have any learning issues or needs that may hinder them when attempting any
part of the assessment.
Please see Student Assessment, Reassessment and Repeating Unit of Competency Guidelines v1.2 for more
detail.

Copyright

[The assessment activities and information in this booklet are based on and customised from the ‘BSBPEF402 -
Develop personal work priorities’ assessment resources provided by Precision Group Australia.]

Version Control & Document History

Date Summary of modifications Version


01/08/2023 Assessment information, format and structure is updated 2.0

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Assessment Information

This Assessment is designed for you to complete the assessment for BSBPEF402 - Develop personal work priorities.

The assessment tasks include:


 Assessment 1: Short Questions where you need to demonstrate your knowledge and understanding of the unit,
and the
 Assessment 2: Practical Assessment, where you need to demonstrate your skills required in the unit. It is
recommended that you complete the Practical Assessment in a simulated environment (Bounce Fitness) where
resources and conditions similar to a workplace. Ensure to discuss this with your assessor prior to commencing
with the assessment.
Before you commence your assessment, ensure that you have a good knowledge of the subject, have thoroughly read
your Learner Resource, and clearly understand the assessment requirements and the expectations of the industry to
which the assessment is related.
You will be required to demonstrate knowledge and skills which must be observed directly by your assessor. Verification
from trainer is required to confirm your demonstration of these practical knowledge and skills.
Instructions are given for each task. If you have questions, or unclear how to proceed, consult with your assessor.
Records of all aspects of the assessment must be kept in your Student Assessment

Accessing Simulated Workplace Environment - Bounce Fitness


Throughout this workbook, you will be asked to access specific pages from the simulated business, Bounce Fitness. The
simulated business, Bounce Fitness, can be accessed by going to http://bouncefitness.precisiongroup.com.au
Please use below username and password to Login to Bounce Fitness:
Username: austrasialearner
Password: austrasia@123

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Assessment 1-Short Questions
Question 1
Identify at least two examples of information you will find under each common part of a work plan outlined below.

Parts of a Work Plan Information Found Under Each Part


Human Resources: Information about the quantity and
kind of workers needed, their positions, experience levels, and
talents relevant to the project.
a. Resource Requirements
Material and Equipment: Details regarding the required
amounts, types, and sources of the materials, tools, and
equipment.

Expectations from Clients or Customers: Describes what


the clients or customers anticipate from the project, including
deadlines, quality requirements, and particular deliverables.

b. Stakeholder Needs Regulatory and Compliance Requirements: Information


regarding any legal, regulatory, or compliance requirements
that are pertinent to the stakeholders is needed to make sure
the project complies with applicable laws, industry standards,
and ethical norms.
Project Milestones: Detailed objectives and due dates for
the workgroup that identify the main stages of the project and
the critical deliverables at each one.
c. Workgroup Targets Performance Metrics: Performance metrics are
standards by which the effectiveness of the workgroup is
evaluated. These include productivity, calibre of output, meeting
deadlines, and budget.

Question 2
Complete the table about business technology applications by identifying the following:
a. At least two business technology applications that you can use to plan your work tasks
b. At least one distinct feature of each identified application that helps with planning your work
Planning involves determining what must be done, how it needs to be completed and what outcomes its completion
must result in.
c. At least one distinct feature of each identified application that helps with scheduling work tasks

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Scheduling refers to assigning dates to specific actions that must be taken and allocating time for their completion
in your work schedule.

Applications for Planning Work Distinct Feature for Planning Distinct Feature for Scheduling
Tasks Work Work Tasks
Kanban Boards: Visual Due Dates and Calendar
a. Trello
boards with columns to organize Integration: Ability to set due dates
tasks by stages, helping in for tasks and integrate with
understanding workflow and calendars for reminders and
prioritizing tasks. scheduling.
Project Templates: Timeline View: Provides a
b. Asana
Predefined templates for various Gantt-chart-like view to schedule
project types, aiding in structuring tasks over time, showing
and outlining tasks efficiently. dependencies and overlapping
activities.

Question 3
Identify at least three techniques you can implement to prepare personal work plans.

a. Start with the End in Mind: Visualize the final goal or outcome and then work backward to identify the
steps needed to achieve it.
Milestone Setting: Break down the goal into smaller milestones and plan actions in reverse order from the goal
to the present.

b. Pomodoro Technique: Use a timer to work in focused intervals (typically 25 minutes), followed by short
breaks. This method helps in managing energy and maintaining focus.
80/20 Rule (Pareto Principle): Focus on the 20% of tasks that will yield 80% of the results, helping in identifying
and concentrating on high-impact activities.

c. Regular Review Sessions: Schedule weekly or bi-weekly reviews of your plan to assess progress, identify
challenges, and adjust tasks or goals as needed.
Adaptive Planning: Be open to adjusting your plan in response to new information or changes in circumstances,
maintaining flexibility in achieving your objectives.

Question 4
Identify at least three techniques you can use to establish work priorities.

a. Eisenhower Matrix
Urgent vs. Important: Categorize tasks into four quadrants based on urgency and importance: Do First (urgent
and important), Schedule (important, not urgent), Delegate (urgent, not important), and Don't Do (neither urgent
nor important).

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Prioritization: This helps in focusing on what truly matters and avoiding tasks that do not contribute significantly
to your goals.

b. ABC Method
Ranking Tasks: Classify tasks into three categories: 'A' (must do), 'B' (should do), and 'C' (nice to do).
Sequential Focus: Tackle 'A' tasks first, then move to 'B' tasks, and finally to 'C' tasks. This ensures that critical
tasks are completed first.

c. MoSCoW Method
Categories of Priority: Break down tasks into four categories: Must have (essential), Should have (important but
not essential), Could have (desirable but not necessary), and Won't have this time (not a priority).
Balanced Approach: This method helps in balancing critical tasks with those that can enhance productivity but
are not immediately necessary.

Question 5
Identify at least two methods for each of the following:
a. Seek feedback on work performance
b. Analyse feedback sought on work performance
Analysis refers to the review of collected information to determine similarities and trends among feedback gathered
from relevant stakeholders.
c. Interpret analysis of feedback on work performance
Interpretation refers to using analysed information to determine what actions must be taken to address feedback
from relevant stakeholders.

a. Methods to seek feedback on work performance

i. Surveys and Questionnaires: Develop and distribute structured surveys or questionnaires to


colleagues, supervisors, and subordinates to gather feedback. This method can be anonymous to
encourage honest and candid responses.

ii. Feedback Apps and Tools: Utilize digital tools and apps designed for feedback collection, which
can facilitate regular and real-time feedback from multiple sources.

b. Methods to analyse feedback sought on work performance

i. Frequency Analysis: Identify the most frequently mentioned points in the feedback. This method
highlights the most common perceptions or issues regarding your performance.

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ii. Gap Analysis: Compare the feedback against predefined performance standards or goals to
identify where gaps exist between expected and actual performance.

c. Methods to interpret analysis of feedback on work performance

i. Root Cause Analysis: After identifying trends or issues, use root cause analysis to delve deeper
into the underlying reasons for these feedback points. This can help in understanding the true drivers
behind perceptions or performance issues.

ii. Benchmarking: Compare the feedback with industry standards, best practices, or benchmarks
from peers or competitors. This method provides a perspective on where your performance stands in
relation to a broader context.

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Assessment 1-Short Questions Checklist

Completed
Did the student provide a sufficient and
successfully Comments
clear answer that addresses the
suggested answer for: Yes No

Question 1
Question 2
Question 3
Question 4
Question 5
Task Outcome: Satisfactory  Not Satisfactory 

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Assessment 2-Practical Assessment
The Practical Assessment is a set of tasks that must be completed in a Simulation Environment-Bounce Fitness.
To be assessed for this unit of competency, you must demonstrate your skills and knowledge to plan and prioritise
own work tasks and monitor and obtain feedback on personal work performance.
The Practical Assessments in this workbook include:
1. Simulated Workplace Project Assessment
A series of tasks assessing the learner’s practical knowledge and skills relevant to the unit of competency.
This includes the learner completing Simulated Workplace documents or similar as evidence of competent
performance.
2. Simulated Workplace Practical Observation
A set of assessment tasks where the learner must demonstrate practical skills relevant to the unit of
competency. These skills are to be demonstrated while being observed by the assessor.

The simulation Bounce Fitness environment will provide you access to all the resources required to complete this
assessment.

Simulated Workplace Project Assessment


Project Overview
This Simulated workplace project assessment requires you to develop, implement and review a personal
work schedule.
This assessment is divided into five tasks:
 Task 1: Personal Work Plan
 Task 2: Communicate Work Personal Work Plan
 Task 3: Monitor Personal Work Performance
 Task 4: Seek Feedback and Evaluate Work Performance
 Task 5: Updated Personal Work Plan
This project requires you to complete the assessment tasks in simulated environment Bounce Fitness .
Each task comes with a set of instructions. You are to follow and perform these instructions while being observed
by the assessor and/or submit any required documentation as evidence of task completion.
Before starting this assessment, your assessor will discuss with you these tasks, including instructions, resources,
and guidance for satisfactorily completing them.

You are required to:


 Complete the tasks within the time allowed, as scheduled in-class roll.
 Identify requirements of work tasks that must be completed
 Develop a personal work plan, including a schedule for the completion of work tasks
 Monitor the implementation of the personal work plan
 Seek and evaluate feedback on the implementation of the personal work plan
 Update the personal work plan based on feedback and changes in circumstances

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Resources Required for Assessment
Resources you need to access to complete this assessment have been provided in below or as outlined in the
Task Instructions of each part of the assessment and in the corresponding Assessor’s Checklist and/or
Observation Form of each task.
Discuss each requirement with your assessor before commencing with each task. They will organise the
resources required for this assessment.

To complete the Practical Assessment tasks, you will require access to:
 Computer with internet and email access, and a working web browser
 Installed software: Word, Adobe Acrobat Reader
 A simulated workplace environment that will allow you access to:
o Workplace documentation with information on each of the following:
 At least two work tasks that you must complete, such as:
- Project plans
- Job descriptions
- Action plans
 Organisational objectives applicable to the work tasks, such as:
- Business plans
- Mission and vision statements
 Organisational policies, procedures and practices applicable to the work tasks, such as:
- Communication policies and procedures
- Work health and safety policies and procedures
o Workplace templates, including or similar to the following:
 Personal work plan
 Monitoring report
 Feedback analysis report
o Required resources as indicated in the personal work plan developed in Workplace Project Task 1,
such as:
 Physical resources (e.g., equipment, materials)
 Human resources (e.g., team members)
 Financial resources (e.g., budget for work tasks)
o People, including:
 At least two relevant personnel who will be involved in the following:
- Communication of the personal work plan in Workplace Project Task 2
- Communication of the results of monitoring in Workplace Project Task 3
Relevant personnel refer to individuals or groups who must be provided information on your
work plan and schedule, such as:
- Human resources (HR) officers
- Supervisors
- Team leaders
- Team members
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 At least two relevant stakeholders who will provide feedback on the learner’s work
performance in Workplace Project Task 4
This must include at least one of each of the following:
- Internal stakeholder
These must be the same personnel communicated with in Workplace Project Task
2 and 3
- External stakeholder
This refers to individuals or groups outside the learner’s organisation who they may
have interacted with during their implementation of the personal work plan, such
as:
 Customers
 Suppliers
 Compliance agents

Forms and Templates


Generic forms and templates are provided in the project tasks, unless otherwise specified. These can be accessed
from the following link:
BSBPEF402 Forms and Templates
https://bouncefitness.precisiongroup.com.au/supplementary-files/critical-thinking-and-problem-solving-
bsbpef402/
Discuss with your assessor first to ensure that the forms/templates you will use cover all criteria required by each
assessment task.
Review these forms and templates with your assessor before starting the task.

Background of Simulation Environment- Bounce Fitness:

Please access and review the information from the following links before to complete each tasks using the Simulated
Workplace Assessment-Bounce Fitness.

Bounce Fitness Corporate Marketing Plan


corporate-marketing-plan-v1.1.pdf (precisiongroup.com.au)
Bounce Fitness Bowling Alley Marketing Plan
https://bouncefitness.precisiongroup.com.au/category-infrastructure/current-projects/
Business plan
https://bouncev1.precisiongroup.com.au/wp-content/uploads/2019/12/bounce-business-plan-v2.1.pdf
Mission, Vision, Values, and Culture
https://bouncefitness.precisiongroup.com.au/category-infrastructure/business-strategy-and-planning-documents/
Communication Policy
https://bouncefitness.precisiongroup.com.au/policies-and-procedures/human-resource/
WHS and Emergency Policies and Procedures
https://bouncefitness.precisiongroup.com.au/policies-and-procedures/whs-and-emergency/
Job Descriptions
https://bouncefitness.precisiongroup.com.au/people/job-descriptions/
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Please use below username and password to Login to above Bounce Fitness Links:
Username: austrasialearner
Password: austrasia@123

Task 1: Personal Work Plan


Assessment Instructions
This task will require you to develop a personal work plan for at least two of your work tasks.
Use the Personal Work Plan template provided on Appendix section at the end of this assessment workbook.
To complete this task, you must:
 Access and review Simulated Workplace documentation with information on each of the following:
o At least two work tasks that you must complete
Work tasks refer to pieces of work that you must complete based on your job role and workgroup
objectives.
o Organisational objectives applicable to the work tasks
o Organisational policies, procedures and practices applicable to the work tasks
 Develop a personal work plan for the completion of at least two work tasks
This must include:
o At least two workgroup objectives that the learner aims to achieve
Workgroup objectives refer to the targets that the learner and their work team must complete or
reach.
o At least one key performance indicator (KPI) for each workgroup objective
o At least two work tasks that must be completed
o The following requirements for each identified work task:
 At least one personal responsibility for the work task
This refers to actions and goals assigned specifically to you during the completion of the
work task.
 At least one resource required to complete the work task
 Other requirements of the work task, such as:
- Additional training required by individuals involved
- Approvals required to pursue completion of the work task
- Predecessor tasks that must be fulfilled before the work task can be started or
completed
o At least one barrier to the completion of each work task

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o Assessment of each barrier identified
o Schedule for the completion of work tasks
o At least one strategy for each of the following:
 Assessing own performance on completing work tasks
 Obtaining feedback on work performance
Review Simulated Workplace Project Task 1 – Assessor’s Checklist before starting this task. This form
outlines the following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.
Review the template you will use to complete this task. Use the Personal Work Plan template provided on
Appendix section at the end of this assessment workbook.
Include any supplementary documents/sources used to create the personal work plan, such as workplace
documentation with information on the following:
 At least two tasks that must be completed, such as project plans, job descriptions and action plans
 Organisational objectives applicable to the work tasks, such as business plans and mission and vision
statements
 Organisational policies, procedures and practices applicable to the work tasks, such as communication
policies and procedures and work health and safety policies and procedures

Task 2: Communicate Personal Work Plan


Assessment Instructions
This task will require you to communicate the personal work plan developed in Simulated Workplace Project Task
1 to at least two relevant personnel from your workplace.
Relevant personnel refer to individuals or groups who must be provided information on your work plan and
schedule, such as:
 Human resources (HR) officers
 Supervisors
 Team leaders
 Team members
To complete this task, you must:
 Review the personal work plan developed in Simulated Workplace Project Task 1
 Communicate all details of your personal work plan to at least two relevant personnel
Review Simulated Workplace Project Task 2 – Assessor’s Checklist before starting this task. This form
outlines the following:
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 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.
Submit evidence of your communication of the personal work plan to at least two relevant personnel.
Evidence must be at least one of the following:
 Email correspondence
 Meeting minutes
 Video recording of communication with relevant personnel
When using this as evidence, ensure to inform the relevant personnel of the purpose of the recording before doing
so.

Task 3: Monitor Personal Work Performance


Assessment Instructions
This task will require you to:
 Implement the personal work plan developed in Simulated Workplace Project Task 1
 Monitor your work performance in implementing the personal work plan.
Use the Monitoring Report template provided on Appendix section at the end of this assessment workbook.
To complete this task, you must:
 Implement the work schedule in the personal work plan developed in Simulated Workplace Project Task 1
Record the outcomes of your implementation in the monitoring report.
 Compare the outcomes of your implementation against the following:
o Applicable key performance indicator
o Expected date of implementation
 Identify any variations between your expected and actual work performance
 Make changes to the personal work plan based on the identified variations in work performance
Changes can be made in the Task Requirements and Work Schedule sections of the personal work plan.
Ensure to update the document’s version control.
 Implement the changes in the revised personal work plan
Record the outcomes of your implementation in the monitoring report.
 Compare the outcomes of your implementation of the revised personal work plan against the following:
o Applicable key performance indicator
o Expected date of implementation
 Identify any variations between your expected and actual work performance for the implementation of the
revised personal work plan
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 Communicate the results of your monitoring to at least two relevant personnel
These must be the same personnel communicated with in Simulated Workplace Project Task 2
Review Simulated Workplace Project Task 3 – Assessor’s Checklist before starting this task. This form
outlines the following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.
Review the template you will use to complete this task. Use the Monitoring Report template provided on
Appendix section at the end of this assessment workbook.
Submit the following to your assessor:
 Revised personal work plan
 Completed monitoring report
You must also submit evidence of each of the following:
 The personal work plan’s implementation
Evidence can include:
o Copy of documentation completed
o Photo showing the completed tasks
o Video recording of you completing the tasks
 Communication of results of monitoring the personal work plan’s implementation
Evidence must be at least one of the following:
o Email correspondence
o Meeting minutes
o Video recording of communication with relevant personnel
When using this as evidence, ensure to inform the relevant personnel of the purpose of the recording before doing
so.

Task 4: Seek Feedback and Evaluate Work Performance


Assessment Instructions
This task will require you to seek feedback on and evaluate your own work performance based on the
implementation of the personal work plan in Simulated Workplace Project Task 3. This will be used to update the
personal work plan in Simulated Workplace Project Task 5.
Use the Feedback Analysis Report template provided on Appendix section at the end of this assessment
workbook.
To complete this task, you must:
 Review the following from Simulated Workplace Project Task 3:

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o Revised personal work plan
o Monitoring report
 Seek feedback on your work performance from at least two relevant stakeholders
Relevant stakeholders must include at least one of each of the following:
o Internal stakeholder
These must be the same personnel communicated with in Simulated Workplace Project Task 2
and 3.
o External stakeholder
This refers to individuals or groups outside the learner’s organisation who they may have interacted
with during their implementation of the personal work plan, such as:
 Customers
 Suppliers
 Compliance agents
 Conduct a self-assessment of your work performance based on the implementation of your personal work
plan in Simulated Workplace Project Task 3
This must include analysing the variations identified in the monitoring report.
 Evaluate stakeholder feedback and your self-assessment to identify at least one change that must be made
to the personal work plan.
Changes can be made in the Task Requirements and Work Schedule sections of the personal work plan.
 Document the following in the feedback analysis report:
o Feedback gathered from relevant stakeholders
o Self-assessment of your work performance
o Analysis of variations identified in the monitoring report
o Evaluation of stakeholder feedback and self-assessment
Review Simulated Workplace Project Task 4 – Assessor’s Checklist before starting this task. This form
outlines the following:
 Resources you are required to access to complete the task.
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.
Review the template you will use to complete this task. Use the Feedback Analysis Report template provided on
Appendix section at the end of this assessment workbook.
Submit the completed feedback analysis report to your assessor.
You must also submit evidence of feedback from at least two relevant stakeholders – at least one internal
stakeholder and at least one external stakeholder.
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Evidence must be at least one of the following:
 Email correspondence
 Meeting minutes
 Video recording of the meeting conducted with the stakeholders
When using this as evidence, ensure to inform the business contact of the purpose of the recording before doing so.

Task 5: Updated Personal Work Plan


Assessment Instructions
This task will require you to update your personal work plan based on feedback analysed in Simulated Workplace
Project Task 4 and at least two changes in your circumstances.
To complete this task, you must:
 Review the following:
o Personal work plan revised in Simulated Workplace Project Task 3
o Review the analysis of the following information from Simulated Workplace Project Task 4:
 Personal assessment
 Feedback from at least two relevant stakeholders
 Identify at least two changes in your circumstances that can impact your personal work plan
This can refer to:
o Personal circumstances, such as change in health problems and family circumstances
o Workplace circumstances, such as changes in priorities, new organisational policies and
procedures and involvement of new stakeholders
 Identify at least one change that must be made to the personal work plan based on the change in your
circumstances
 Update the personal work plan based on the following:
o Personal assessment
o Feedback from at least two relevant stakeholders
o Changes in circumstances
Changes can be made in the Task Requirements and Work Schedule sections of the personal work plan.
When updating the personal work plan:
o Changes must be clearly marked in the updated document
o The document’s version control must be updated
Review Simulated Workplace Project Task 5 – Assessor’s Checklist before starting this task. This form
outlines the following:
 Resources you are required to access to complete the task.
BSBPEF402 Student Assessment
Version 2.0 08/23 Page 19 of 23
 All criteria your submission must address to satisfactorily complete this task.
Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.
Submit the updated personal work plan to your assessor
Answer the questions below with information on changes in your circumstances.
a. Identify at least two changes in your circumstances.

b. Identify at least one change that must be made to the personal work plan based on the change
in your circumstances

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Assessment 2-Practical Assessment Checklist

Completed
successfully
Did the student: Comments
Yes No

Task 1: Personal Work Plan

Task 2: Communicate Personal Work Plan

Task 3: Monitor Personal Work Performance

Task 4: Seek Feedback and Evaluate Work


Performance

Task 5: Updated Personal Work Plan

Task Outcome: Satisfactory  Not Satisfactory 

BSBPEF402 Student Assessment


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Supplementary Oral Questions (optional) – for assessor
The below table is for you to document any supplementary verbal questions you have asked the learner to determine their
competency. For example, if you are unsure of their answer to a question in the Learner Workbook, you may choose to
ask them a supplementary question to clarify their understanding of the relevant criteria.

Student’s name:

Assessor’s name:

Date of assessment:

Question:

Learner answer:

Question:

Learner answer:

Question:

Learner answer:

Assessment judgement: Satisfactory  Not Satisfactory 

Note: Trainer may include as many questions as they required to justify learner’s competency

BSBPEF402 Student Assessment


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Appendix
Assessor's Checklist

Simulated Simulated Simulated Simulated Simulated


Workplace
Workplace Assessment Workplace
Assessment Workplace
Assessment
Task-4-Assessors-Checklist-v2.0.docx
Task-5-Assessors-Checklist-v2.0.docx Workplace
Assessment Assessment Task-1-Assessors-Checklist-v2.0.d
Task-3-Assessors-Checklist-v2.0.docx
Task-2-Assessors-Checklist-v2.0.docx

Template

Feedback-Analysis- Personal-Work-Plan Monitoring-Report-


Report-v2.0.docx -v2.0.docx v2.0.docx

Resources- Bounce fitness

annual-strategic-hu Workplace-Health- Mission-Vision-Val membership-buildi Market-research-res Job-Ad-Fitness-Inst


ng-marketing-activity-plan.pdf
and-Safety-Policies-and-Procedures-v1.1.pdf
man-resources-plan.pdf ues-and-Culture-v1.1.pdf ults-of-creative-brief-for-the-introduction-of-corporate-fitness-pro
ructor.pdf

industrial-relations-digital-communicati digital-communicati Corporate-Marketin communication-pol business-strategy.p


operational-plan .pdfon-policies-and-procedures-v1.2.pdf g-Plan-Performance-Review.pdf
on-in-the-workplace.pdf icy.pdf df

business-objectives bounce-fitness-combounce-business-pl annual-strategic-in


-key-performance-indicators-v1.0.pdf
munications-process-v1.10.pdf
an-v2.2.pdf dustrial-relations-plan .pdf

End of Document

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