Assessment

Task 2

Manage personal work priorities and professional development

BSBWOR501

Student Declaration

To be filled out and submitted with assessment responses

I declare that this task and any attached document related to the task is all my own work and I have not cheated or plagiarised the work or colluded with any other student(s)

I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me according to the process explained to me

I have correctly referenced all resources and reference texts throughout these assessment tasks.

I have read and understood the assessment requirements for this unit

I understand the rights to re-assessment

I understand the right to appeal the decisions made in the assessment

Unit Title Unit Code
Student name
Student ID number
Student signature		Date
Task Number

Completed successfully Did the student satisfactorily:	Comments	Y	N	DNS
The student has satisfactorily completed and submitted the following: Personal and team goals with KPIs in Task 2.1A Activities to achieve personal goals with explanation for alignment in Task 2.1A Initiatives to support being a role model in the workplace in Task 2.1B Weekly work plan in Task 2.1B Email to managing director in Task 2.1C Work Plan in Task 2.2A Technology options with justifications in Task 2.2B Work-life balance plan in Task 2.2C A past example of work-life balance in Task 2.2C		☐	☐	☐
Demonstrated ability to: Serve as a positive role model in the workplace through personal work planning This is evidenced by: Initiatives to support being a role model in the workplace in Task 2.1B Weekly work plan in Task 2.1B		☐	☐	☐
Demonstrated ability to: Ensure personal work goals, plans and activities reflect the organisation’s plans, and own responsibilities and accountabilities This is evidenced by: Personal and team goals with KPIs in Task 2.1A Activities to achieve personal goals with explanation for alignment in Task 2.1A		☐	☐	☐
Demonstrated ability to: Measure and maintain personal performance in varying work conditions, work contexts and when contingencies occur This is evidenced by: Personal and team goals with KPIs in Task 2.1A Activities to achieve personal goals with explanation for alignment in Task 2.1A Email to managing director in Task 2.1C		☐	☐	☐
Demonstrated ability to: Take initiative to prioritise and facilitate competing demands to achieve personal, team and organisational goals and objectives This is evidenced by: Email to managing director in Task 2.1C Work Plan in Task 2.2A		☐	☐	☐
Demonstrated ability to: Use technology efficiently and effectively to manage work priorities and commitments This is evidenced by: Technology options with justifications in Task 2.2B Weekly work plan in Task 2.1B		☐	☐	☐
Demonstrated ability to: Maintain appropriate work-life balance, and ensure stress is effectively managed and health is attended to This is evidenced by: Work-life balance plan in Task 2.2C A past example of work-life balance in Task 2.2C		☐	☐	☐
Task Outcome: Satisfactory ☐Not Yet Satisfactory ☐
Student Name:
Assessor Name: Assessor Signature: Date:

Table of Content

Student Declaration 2

Task 2 – Establish and meet work goals and priorities 7

Task 2.1 Establish personal work goals 10

Task 2.2 Set and meet own work priorities 13

Appendix 1 – Position Description 15

Task 2 – Establish and meet work goals and priorities

Task summary and instructions
What is this assessment task about?	You have just been appointed Café Manager at Coffeeville. To complete this task, please refer to the Coffeeville website http://coffeeville.simulations.australiantrainingproducts.com.au/ where you will find information about the business and relevant policies and procedures, and Appendix 1 – Position Description. This task comprises of product-based assessment methods in a simulated work environment. It has been designed to evaluate your ability to: Serve as a positive role model in the workplace through personal work planning Ensure personal work goals, plans and activities reflect the organisation’s plans, and own responsibilities and accountabilities Measure and maintain personal performance in varying work conditions, work contexts and when contingencies occur Take initiative to prioritise and facilitate competing demands to achieve personal, team and organisational goals and objectives Use technology efficiently and effectively to manage work priorities and commitments Maintain appropriate work-life balance, and ensure stress is effectively managed and health is attended to You are required to address the following: Task 2.1 Establish personal work goals Establish work goals and KPIs Determine activities to achieve each personal goal Develop a weekly work plan Manage a problematic situation impacting the business Task 2.2 Set and meet own work priorities Develop a work plan Research and select technology options Manage work-life balance
What do I need to do to complete this task satisfactorily?	submit the completed assessment tasks, according to instructions, complete the tasks with sufficient detail and present them in a professional manner, use your own words and reference sources appropriately, meet the word count where required, use the scenario provided, use the templates provided where required, for your performance to be deemed satisfactory in this assessment task you must satisfactorily address all of the assessment criteria, if part of this task is not satisfactorily completed you will be asked to complete further assessment to demonstrate satisfactory performance.
Specifications	You must deliver/participate in: NA You must submit to GOALS Personal and team goals with KPIs Activities to achieve personal goals with explanation for alignment Initiatives to support being a role model in the workplace Weekly work plan Email to managing director Work Plan Technology options with justifications Work-life balance plan Past example of work-life balance
Resources and equipment	Computer with Internet access Access to Microsoft Office suites or similar software Learning material Scenario for assessment document Relevant policies and procedures provided in a separate folder Use of the templates included in this assessment document
What will the assessor be looking for?	Your assessor will be looking for demonstrated evidence of your ability to: Lead by example Establish personal goals in line with organisational plans and within the scope of own role Set and meet work priorities Maintain a work-life balance Manage stress effectively
Re-submission opportunities	You will be provided feedback on your performance by the 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, the 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. You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with unfairly or have other appropriate grounds for an appeal. You are encouraged to consult with the assessor prior to attempting this task if you do not understand any part of this task or if you have any learning issues or needs that may hinder you when attempting any part of the assessment.

Procedures
Review the assessment scenario, the business documentation, including policies and procedures and the templates provided: Appendix 1 – Position Description at the end of this document Policies and Procedures – http://coffeeville.simulations.australiantrainingproducts.com.au/ Templates: 1 – Email in Task 2.1 2 – Work Plan in Task 2.2 Review your position description (Appendix 1) and the organisation’s business plans, business goals, and policies and procedures. Based on your position description (and following the organisation’s business plans, goals, and applicable policies and procedures), establish four (4) personal and four (4) team goals): For each goal, establish one KPI. For each goal, plan a series of activities that will support its achievement. Explain how each goal, plan, or activity, supports and aligns with the organisation’s plans, your responsibilities, and relevant policies and procedures. Reflect on how you could serve as a positive role model in the workplace through personal work planning. Identify activities/initiatives that would support it. Develop a weekly work plan using digital technology (for example, outlook calendar or a task management app). Write an email (Template 1) to the Managing Director to explain how you will manage a problematic situation impacting the business. Formalise the plan sent to the Managing Director by developing a work plan (Template 2). Research and select 3-4 technology options to manage the implementation of the work plan, support staff commitment and manage priorities. Create a plan to maintain an appropriate work-life balance when implementing the work plan developed in Task 2.2B. The plan will contribute to ensuring that stress is effectively managed, and health attended. Provide an example of how you managed work-life balance in the past.

Procedures

Review the assessment scenario, the business documentation, including policies and procedures and the templates provided: Appendix 1 – Position Description at the end of this document Policies and Procedures – http://coffeeville.simulations.australiantrainingproducts.com.au/ Templates: 1 – Email in Task 2.1 2 – Work Plan in Task 2.2
Review your position description (Appendix 1) and the organisation’s business plans, business goals, and policies and procedures. Based on your position description (and following the organisation’s business plans, goals, and applicable policies and procedures), establish four (4) personal and four (4) team goals): For each goal, establish one KPI.

For each goal, plan a series of activities that will support its achievement. Explain how each goal, plan, or activity, supports and aligns with the organisation’s plans, your responsibilities, and relevant policies and procedures.

Reflect on how you could serve as a positive role model in the workplace through personal work planning. Identify activities/initiatives that would support it.

Develop a weekly work plan using digital technology (for example, outlook calendar or a task management app).

Write an email (Template 1) to the Managing Director to explain how you will manage a problematic situation impacting the business.

Formalise the plan sent to the Managing Director by developing a work plan (Template 2).

Research and select 3-4 technology options to manage the implementation of the work plan, support staff commitment and manage priorities.

Create a plan to maintain an appropriate work-life balance when implementing the work plan developed in Task 2.2B. The plan will contribute to ensuring that stress is effectively managed, and health attended.

Provide an example of how you managed work-life balance in the past.

Complete the following activities:

Task 2.1 Establish personal work goals

Work Goals

Review your position description (Appendix 1) and the organisation’s business plans, business goals, and policies and procedures.

Based on your position description (and following the organisation’s business plans, goals, and applicable policies and procedures), establish four (4) personal and four (4) team goals):

For each goal, establish one KPI.

	Goal	KPI
Personal



Team

Focus on your personal goals:

For each goal, plan a series of activities (3-4) that will support its achievement.
Explain how each goal, plan, or activity, supports and aligns with the organisation’s plans, your responsibilities, and relevant policies and procedures (30-50 words/goal).

Personal Goal	Activities	Explanation

Role model

Reflect on how you could serve as a positive role model in the workplace through personal work planning. Identify three (3) activities/initiatives that would support it. (For example, coaching staff on how to use an online calendar or a task management app).

Activity/Initiative	Description

Develop a weekly work plan using digital technology (for example, outlook calendar or a task management app). Plot the following activities in the weekly work plan:

Monday	Gym 5:30 am Work 7-16 Lunch break 12-13 Meeting with supplier 8-8:30 am Website updates 8-9 am
Tuesday	Work 8-17 Lunch break 13-14 Meeting with Sarah White, Ref: catering for a lunch function Meeting with Managing Director 15-15:30 Staff training (time management) 17-18
Wednesday	Gym 5:30 am Work 7-16 Lunch break 12-13 Menu review with the chef 15-16 Catering delivery at XYZ University 11
Thursday	Work 8-17 Lunch break 13-14 Meeting with supplier 10:10-30 am Training on new system ChoNow https://get.chownow.com/ 15-16 Interview for FOH staff 16-17
Friday	Gym 5:30 am Work 7-16 Lunch break 12-13 Birthday function at Café 12-14 Team Meeting 16-16:30

Copy and paste a screenshot of the weekly work plan in the space provided below:

Measure and maintain personal performance

Assume that the following has occurred:

Due to Covid 19 restrictions, the Café must close to the public for four weeks, only take away and delivery orders will be available.

Reflect on the situation and consider:

The work goals and KPIs you set-up for yourself and the team
The organisation’s plans and policy and procedures
The performance goals of your role

Write an email to the Managing Director and:

Present a plan to minimise the impact of the situation on the business.
Decide on how many staff you will need working in the shop for the next four weeks.
Evaluate if any goal or KPI should be revisited. Provide a list of updated goals and KPIs, explaining why they changed.
Explain how you could maintain or improve sales through operating via take-away and delivery only.
Inform the Managing Director of any WHS consideration related to Covid 19.

The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

(100-150 words)

Template 1 -Email

Email to HR Manager and Sales Manager

To:

Cc:

Bcc:

Subject:

Date email is sent:

Attachments:

Task 2.2 Set and meet own work priorities

Work Plan

Consider the scenario described in Task 2.1C and your plan to manage it (refer to the email you sent to the Managing Director).

Formalise the plan by developing a work plan (Template 2) to prioritise and facilitate competing demands to implement your proposed initiatives to:

Minimise the impact of the situation on the business.
Rostering staff.
Maintain or improve sales through take-away only.
WHS related activities.

Use template 2 as instructed, 5-6 activities.

Template 2 -Work Plan

Activity (with a brief description)	Priority High-Medium-Low	KPI (one/activity)	Timeframe (range or date)	Person responsible Café Staff (see staffing information under direct reports in the PD – Appendix 1) Accountant Managing Director Cleaning company

Technology

Research and select 3-4 technology options to manage the implementation of the work plan, support staff commitment, and manage priorities.

Example: a project management app.

Justify your choice.

Technology Option	Reason/s for choosing this option

Work-life balance

Work-life balance is essential and even more critical when managing stressful situations at work.

Create a plan to maintain an appropriate work-life balance when implementing the work plan developed in Task 2.2B. The plan will contribute to ensuring that stress is effectively managed, and health attended.

Document the plan in the space provided below (3-4 initiatives must be included in the plan).

(50-100 words)

Provide an example of how you managed work-life balance in the past. (30-50 words)

Appendix 1 – Position Description