BSBPEF402- Assessment 1
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BSBPEF402
Develop personal work priority
Learner Assessment Pack
Australis Institute of Technology and Education Australis Institute of Technology and Education (AITE) (Australia)
Level-2, 25 George Street, Parramatta NSW 2150, Australia
Email: info@australisinstitute.nsw.edu.au
Website: https://aite.edu.au/
© 2023 Australis Institute
BSBPEF402 - Develop personal work priorities (Release 2)
Copyright Notice No part of this resource may be reproduced in any form or by any
means, electronic or mechanical, including photocopying or
recording, or by an information retrieval system without written
permission from Precision Group (Australia). Legal action may be
taken against any person who infringes their copyright through
unauthorised copying.
These terms are subject to the conditions prescribed under the
Australian Copyright Act 1968.
Copying for Educational Purposes
The Australian Copyright Act 1968 allows 10% of this resource to
be copied by any educational institute for educational purposes,
provided that the institute (or the body that administers it) has
given a remuneration notice to the Copyright Agency Limited (CAL)
under the Act. For more information, visit www.copyright.com.au
.
Disclaimer
Precision Group (Australia) has made a great effort to ensure that
this material is free from error or omissions. However, you should
conduct your own enquiries and seek professional advice before
relying on any fact, statement or matter contained in this
document. Precision Group (Australia) is not responsible for any
injury, loss or damage as a result of resource included or omitted
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education from this material. Information in this course material is current at
the time of publication.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Version Control & Document History
Date
Summary of modifications
Version
01 March 2021
Version 1 final produced following assessment validation.
1.0
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Table of Contents
Assessment Delivery
..............................................................................................................................
6
Learner Information
..............................................................................................................................
7
Steps for Learners
..................................................................................................................................
9
Reasonable Adjustment
.......................................................................................................................
10
Resources Required for Assessment
....................................................................................................
12
Accessing Intranet Pages
.....................................................................................................................
14
Assessment Agreement
.......................................................................................................................
15
Assessment Tasks
................................................................................................................................
17
Short Answer Questions
.............................................................................................................
19
Practical Assessment
..................................................................................................................
24
Workplace Project Assessment
...............................................................................................
25
Project Overview
.....................................................................................................................
25
Task 1: Personal Work Plan
......................................................................................................
27
Task 2: Communicate Personal Work Plan
..............................................................................
30
Task 3: Monitor Personal Work Performance
..........................................................................
31
Task 4: Seek Feedback and Evaluate Work Performance
.........................................................
34
Task 5: Updated Personal Work Plan
.......................................................................................
36
Assessment Workbook Checklist
.........................................................................................................
39
Assessment Workbook Checklist
................................................................................................
40
Recording
............................................................................................................................................
42
Record of Assessment
.................................................................................................................
43
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Learner Assessment Pack
Assessment Delivery
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Learner Information This Learner Assessment Pack
is designed for you to complete the assessment for BSBPEF402 -
Develop personal work priorities (Release 1)
. It may refer to your own workplace/organisation, or
to a simulated business provided by your assessor. The assessment tasks include Short Answer Questions
where you need to demonstrate your
knowledge and understanding of the unit, and the Practical Assessment,
where you need to
demonstrate your skills required in the unit. It is recommended that you complete the Practical
Assessments in your own workplace/organisation. If you don’t have access to a real workplace, you
can complete the assessment in a simulated environment where resources and conditions similar to
a workplace must be accessed. Ensure to discuss this with your assessor prior to commencing with
the assessment.
Each Learner Assessment Pack is made up of four parts:
Assessment Delivery
Learner Information
Steps for Learner
Assessment Agreement
Assessment Tasks
Assessment Tasks, including:
Short Answer Questions
Practical Assessment
Assessment Workbook Checklist
Assessment Workbook Checklist
Recording
Record of Assessment
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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.
Assessments are designed to be completed using your industry/organisation, but your Registered
Training Organisation (RTO) may assist you by contextualising the unit to be completed in a
simulated workplace environment. You will be required to demonstrate knowledge and skills which must be observed directly by your
assessor. Where the observation task may be difficult for the assessor to directly observed, a video
recording of the practical observation task must be submitted as supplementary evidence.
Verification from at least one third-party signatory, and preferably two or more witnesses is required
to confirm your demonstration of these practical knowledge and skills. These witnesses would
usually be your current or recent supervisors, or your assessor. The practical assessment tasks may be completed using your own workplace, a simulated
environment, or a mix of both, as instructed by your assessor. To contextualise this assessment to
your industry/organisation, you may be asked by your assessor to provide additional information
based on your industry/organisation.
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 Learner Assessment Pack
The record of assessment is a legal document and must be signed, dated, and a copy stored as
required by your Registered Training Organisation (RTO).
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Steps for Learners
Your Learner Assessment Pack:
1.
Upon receiving your Learner Assessment Pack, discuss with your assessor the expectations
and requirements of this assessment. You may also need to supply contact details of one or
two work referees who can confirm your skills in the industry. Discuss with your assessor if you intend to undertake the practical assessment tasks based
on your employing organisation, in a simulated business, or in a mix of both.
2.
Your Learner Assessment Pack is where you will get the task information. Complete each
task as instructed using either your own workplace, or using a simulated business, as
discussed with your assessor.
3.
After you complete your assessment, gather and submit your evidence documents as
detailed in the task(s) in the timeframe agreed with your assessor.
Your assessor will advise you if there are any further steps for you to take to satisfactorily
complete this assessment.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Reasonable Adjustment Adapted Reasonable Adjustment in teaching, learning and assessment for learners with a disability -
November 2010 - Prepared by - Queensland VET Development Centre
Reasonable adjustment in VET is the term applied to modifying the learning environment or making
changes to the training delivered to assist a learner with a disability. A reasonable adjustment can be
as simple as changing classrooms to be closer to amenities or installing a particular type of software
on a computer for a person with vision impairment.
Why make a reasonable adjustment? We make reasonable adjustments in VET to make sure that learners with a disability have:
The same learning opportunities as learners without a disability, and
The same opportunity to perform and complete assessments as those without a disability. Reasonable adjustment applied to participation in teaching, learning and assessment activities can
include:
Customising resources and assessment activities within the training package or accredited
course
Modifying the presentation medium
Learner support
Use of assistive/adaptive technologies
Making information accessible both before enrolment and during the course
Monitoring the adjustments to ensure learners needs continue to be met
Assistive/Adaptive Technologies
Assistive/Adaptive technology means ‘software or hardware that has been specifically designed to
assist people with disabilities in carrying out daily activities’ (World Wide Web Consortium - W3C). It
includes screen readers, magnifiers, voice recognition software, alternative keyboards, devices for
grasping, visual alert systems, digital note-takers.
IMPORTANT:
Reasonable adjustment made for collecting learner assessment evidence must not impact on the
standard expected by the workplace, as expressed by the relevant unit(s) of competency. For
example, if the assessment were gathering evidence of the learner’s competency in writing,
allowing the learner to complete the assessment verbally would not be a valid assessment
method. The method of assessment used by any reasonable adjustment must still meet the
competency requirements.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Resources Required for 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 workplace, or 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) Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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
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
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Accessing Intranet Pages Some assessment tasks may require you to access specific pages from the simulated business,
Bounce Fitness. Links to these pages are formatted in Blue Text
. To access these, hold the Ctrl key for Windows users
while clicking on these links. For Mac users
,
directly click the link.
The
simulated
business,
Bounce
Fitness,
can
be
accessed
by
going
to
http://bouncefitness.precisiongroup.com.au. Login to Bounce Fitness using the username and password provided by your Registered Training
Organisation (RTO).
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Assessment Agreement
Instructions:
Discuss and accomplish this section with your assessor before commencing then sign the
confirmation at the end of this Agreement.
Please tick at least one of the following for each section:
Delivery Method
Classroom
Small Group
One-on-One
Online
Other (please describe)
Assessment Pathway (for Practical Assessment)
Learner’s Organisation (Pre-assessment meeting conducted)
Simulated Workplace Environment (Contextualised by RTO)
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Assessment Conditions
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.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational
education and training legislation, frameworks and/or standards.
I confirm that the activities and assessment completed for this unit are my own work, and comply
with all relevant copyright and plagiarism rules. I understand that if there is any doubt in the authenticity of any piece of my assessment
submission, I can be orally examined, and the signatory of evidence records may be contacted. Learner’s name
Isabele Juliao da Silva
Learner’s signature
Isabele Juliao da Silva
Date
05/04/2024
Assessor’s name
Assessor’s signature
Date
End of Assessment Agreement
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Learner Assessment Pack
Assessment Tasks
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Tasks
Complete all tasks in this assessment as instructed. If you have questions, consult with your assessor.
Contextualisation of Assessments by RTOs
Contextualisation is the process of modifying assessment tools to make learning more meaningful
for your learners and their employers. Precision Group (Australia) recommends that your RTO contextualise the assessment tools to suit
particular industry requirements and specific organisational requirements before using them.
Contextualisation must retain the integrity of the assessment and the outcome of the unit of
competency. Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Short Answer 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
a.
Resource Requirements
Financial resources: This alludes to the general financial plan
for the undertaking or work task. It incorporates the expense
of the multitude of assets required for the undertaking,
including physical and HR. This piece of the work plan helps in
guaranteeing that the venture stays inside financial plan.
Physical resources: This incorporates the kind of unrefined
components expected for the venture, the actual space or
gear required, and the expense of securing these actual
assets. For instance, in the event that the work plan is for a
development project, the actual assets could incorporate
concrete, blocks, development hardware, and the expense of
these materials.
c.
Stakeholder Needs
Stakeholder Identification: This segment would detail the
most common way of recognizing all partners associated with
the undertaking, including inward and outer gatherings. It
could incorporate a rundown of partners alongside their jobs,
obligations, and levels of impact.
Stakeholder Analysis: Here, you'd track down an examination
of every partner's requirements, interests, assumptions, and
possible effect on the venture. This examination helps in
understanding the needs and worries of various partners,
which illuminates project arranging and direction.
e.
Workgroup Targets
Objective Setting: This piece of the work plan would frame
the particular targets or objectives that the workgroup means
to accomplish. These goals ought to be clear, quantifiable,
attainable, applicable, and time-bound (Savvy). For instance, if
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education the workgroup is entrusted with expanding efficiency, the
goal may be to further develop effectiveness by 15% in six
months or less.
Key Performance Indicators (KPIs): This part would
characterize the KPIs that will be utilized to quantify the
advancement and progress of the workgroup towards its
objectives. Metrics like productivity rates, quality standards,
scores on customer satisfaction, or any other relevant
indicator could be used as KPIs. Laying out KPIs helps in
observing execution and settling on information driven
choices to remain focused towards accomplishing the targets.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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
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 Tasks
Distinct Feature for Planning Work
Distinct Feature for Scheduling Work Tasks
a.
Microsoft Excel
Planning Feature: Succeed can be utilized to
make itemized task records, Gantt diagrams, or
undertaking timetables, permitting you to
coordinate and plan your work assignments
successfully.
Scheduling Feature: Succeeds capacity to
include and control dates and times makes it
appropriate for making timetables and
relegating explicit cut off times to errands. You
can utilize capabilities like "Contingent
Arranging" to outwardly feature cut off times or
"Channels" to sort assignments by due date.
b.
Trello
Planning Feature: You can create customizable
boards, lists, and cards representing individual
tasks using Trello's card-based interface. This
Scheduling Feature: Trello offers highlights like
due dates, schedule view, and enhancers, for
example, "Schedule" that incorporate with well
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K P a g e 21 | 75
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Australis Institute of Technology and Education visual association makes it simple to
appropriately separate tasks into reasonable
advances and plan your work.
known schedule applications. These highlights
help in planning errands by relegating explicit
due dates and picturing them on a schedule
view for better using time productively.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
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Australis Institute of Technology and Education Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K P a g e 23 | 75
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Australis Institute of Technology and Education Question 3
Identify at least three techniques you can implement to prepare personal work plans.
a.
Goal Setting: Begin by setting specific, attainable objectives for yourself. These objectives
ought to be explicit, quantifiable, achievable, pertinent, and time-bound (Brilliant).
Distinguish what you need to achieve inside a certain time span, whether it's finishing a
venture, mastering another expertise, or accomplishing a lifelong achievement.
b.
Task Prioritization: Break your goals down into smaller tasks or actions once you have
them set. Focus on these errands in light of their earnestness and significance. You can
utilize procedures like the Eisenhower Grid, where errands are classified as dire and
significant, significant however not critical, pressing yet not significant, or neither earnest
nor significant. This assists you with zeroing in on what should be done first and keeps you
from getting overpowered.
c.
Time Management: In your work plan, allocate time blocks for each task. Schedule each
task in accordance with your estimates in your planner or calendar. Be practical about the
amount you can achieve in a given day and consider breaks and cushion time for
surprising postponements. To maintain focus and productivity, think about employing
time management strategies like the Pomodoro Technique (working in short bursts with
frequent breaks) or time blocking (designating specific time slots for various activities).
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Question 4
Identify at least three techniques you can use to establish work priorities.
a.
Value-Deadline Analysis: Using this method, tasks are evaluated based on their value and
deadline:
Value: Survey the significance and effect of each undertaking on your objectives and goals.
Concentrate on the activities that add the most value to your workplace or organization.
Deadline: Consider the criticalness and time limitations related with each undertaking.
Focus on errands with approaching cut off times or those that are time-delicate.
By consolidating worth and cut off time contemplations, you can distinguish and focus on
assignments that offer the main advantages inside the most brief time period.
b.
Priority Matrix: The Priority Matrix, like ABC analysis, divides tasks into four quadrants
based on their urgency and importance:
Significant and Earnest: Do these undertakings right away.
Not urgent but important: Plan these undertakings for some other time.
Earnest however Not Significant: Delegate these errands if conceivable.
Neither Pressing nor Significant: Consider disposing of or deferring these assignments.
This procedure assists you with outwardly focusing on errands and dispense your time and
assets as needs be.
c.
ABC Analysis: This method includes sorting assignments into three gatherings in view of
their need:
A: Errands that are pressing and significant.
B: Assignments that are significant however not earnest.
C: tasks that are not crucial or urgent.
By classifying errands along these lines, you can zero in on finishing high-need
undertakings first while additionally overseeing less basic assignments really.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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.
Regular Check-Ins and One-on-One Meetings: Meet regularly with team members
or supervisors to discuss work progress and performance. These gatherings give
chances to look for criticism, address concerns, and get direction for
development.
ii.
360-Degree Feedback: This technique includes gathering input from different
sources, including bosses, friends, subordinates, and even clients or clients. It
gives a far reaching perspective on a singular's exhibition according to numerous
viewpoints.
b.
Methods to analyse feedback sought on work performance
i.
Thematic Analysis: This strategy includes distinguishing repeating subjects or
examples in the criticism got. To comprehend the primary strengths and
weaknesses, feedback must be categorized into common themes or topics.
ii.
Quantitative Analysis: Utilize quantitative techniques like rating scales or
mathematical scoring to break down input information. Work out midpoints,
rates, or other factual measures to survey by and large execution drifts and
distinguish areas of concentration.
c.
Methods to interpret analysis of feedback on work performance
i.
Develop Action Plans: In view of the examination, foster activity intends to
address the distinguished regions for development. Decide explicit advances or
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education methodologies to upgrade execution, like putting forth objectives, obtaining new
abilities, or looking for extra help or preparing.
ii.
Identify Strengths and Weaknesses: Decipher the examination to recognize the
two qualities and regions for development featured in the criticism. Perceive
designs that demonstrate where execution surpasses assumptions and where it
misses the mark.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Practical Assessment
The Practical Assessment
is a set of tasks that must be completed in a workplace, or in an
environment with conditions similar to that of a real workplace.
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.
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 workplace documents or
similar as evidence of competent performance.
2.
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.
IMPORTANT!
All signatures/initials in your submissions, including yours, must be handwritten and
dated. Submissions with signatures/initials must be scanned.
The supervisor/observer who completes and signs your evidence submissions must
provide their real name, contact number, and email address for your assessor’s
reference.
Should you encounter issue or concerns regarding your assessment, contact your
assessor.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Workplace Project Assessment
Project Overview This 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 a real workplace, or in an
environment with conditions similar to that of a workplace. 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. Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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
Resources Required for Assessment
Resources you need to access to complete the project assessment are outlined in the Resourc
es
Required for Assessment
section of this workbook, 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.
IMPORTANT: Additional workplace resources may be required upon the contextualisation of
this assessment.
Forms and Templates
Generic forms and templates are provided in the project tasks, unless otherwise specified.
These can be accessed from the following link:
B
SBPEF402
Forms and Templates
If you are currently in a workplace, use similar workplace templates and forms used by your
organisation to complete each assessment task. Discuss with your supervisor and 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.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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 your workplace/organisation’s template to complete this task, or use the Personal Work
Plan
template provided at the Bounce Fitness site.
To complete this task, you must:
Access and review 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
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education
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 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
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. If you are using a template from your
workplace/organisation, discuss with your assessor to ensure that the template covers all
requirements that apply to this task. Otherwise, use the Personal Work Plan template provided
at the Bounce Fitness site. Submit the completed personal work plan. 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
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education PERSONAL WORK PLAN
Candidate Name
Isabele Juliao da Silva
Workplace/Organisation
Julio Travels
Date Prepared
02/05/2024
VERSION CONTROL
Date
Summary of Modifications
Version
02/05/2024
N/A
1.0
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education OBJECTIVES
Workgroup Objectives
a.
Increase Sales
b.
Increase Sales
Key
Performance
Indicators (KPI)
a.
Increase Sales in 30%
b.
Increase customer satisfaction to 95%
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education TASK REQUIREMENTS
Work Tasks
Personal
Responsibilities
Resource Requirements
Other Task
Requirements
Sell travel packages
1.Putting together and
executing
sales
strategies
to
reach
revenue targets.
2.Creating and keeping
up with associations
with
clients
and
accomplices.
3.Negotiating
pricing
with
partners
and
vendors.
4.Recognizing
and
investigating
new
business sectors for
movement bundles.
1.Website
2.Sales Team
3.Advertising
4.Travel Partners
N/A
Provide customer service
1.Dissecting
client
criticism
to
further
develop
client
experience.
2.Guaranteeing
consumer loyalty and
settling client protests.
1. Computer
2. Fast and reliable internet connection
3. Mobile
CRM software
N/A
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education TASK BARRIERS
Work Tasks
Barriers to Fulfillment of
Tasks
Possible Impact to the
Task
Strategy to Address
Barrier
Sell travel packages
1.Restricted
travel
Choices
2.Restricted
client
Spending plan
3.Terrible atmospheric
conditions,
or
unexpected conditions
connected
with
catastrophic events
4.Restrictions
and
regulations
1.Satisfy client travel
bundles,
2.Adverse consequence
on consumer loyalty and
unwaveringness.
1.Offer More Travel
Options
2.Offer flexible payment
options
Provide
customer
service
1.Absence of preparing
2.Language hindrances
3.Insufficient
correspondence
channels
4.Unfortunate
client
relations
1.Poor
customer
satisfaction
2.Negative reputation
1.Improved instruction
2.Recruiting multilingual
client care staff
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education WORK SCHEDULE Although the layout is a sample only and is subject to change based on the parameters of your own schedule,
the work schedule must include the following information:
Headers indicating the period of time covered by the schedule
Work tasks that must be completed
Hours allocated for each work task
Indication when the work task must be completed
The first row of the table below has been provided as a sample to assist you with completing this task.
Work Tasks
Work Days
Monday
Tuesday
Wednesday
Thursday
Friday
Acquire
resources
required by the
project
4.00
2.50
N/A
3.00
Target
completion
date
N/A
Sell
travel
packages
8.am
8.am
8.am
8.am
8.am
Customer
Service
12.pm
12.pm
12.pm
12.pm
12.pm
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education FEEDBACK AND ASSESSMENT STRATEGIES
Strategy for Assessing Own
Performance
To survey my own presentation I will recognize my objectives, think about
the advancement towards them, assess, make an activity plan and screen my
advancement.
Strategy for Obtaining
Feedback
on
Work
Performance
To acquire criticism on my work execution I will ask my partner and
managers.
Task 2: Communicate Personal Work Plan
ASSESSMENT INSTRUCTIONS This task will require you to communicate the personal work plan developed in 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 Workplace Project Task 1
Communicate all details of your personal work plan to at least two relevant personnel
Review
Workplace Project Task 2 – 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
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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
.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education From: e-mail Isabele Juliao
To: Personal Work Plan for the Supervisor Good afternoon, Supervisor! I'm writing you this email to
let you know I've created my personal work plan. The motivation behind this undertaking is to assist
me with remaining coordinated and centred around my objectives. The record contains the
following subjects:
•
Work undertakings
•
Individual obligations against undertakings
•
Asset prerequisites for errands
•
Boundaries to the satisfaction of errands
•
Conceivable effect on the undertaking
•
System to address hindrances
•
Criticism and appraisal techniques
I might want to ask for your examination and criticism of my Own Work Plan, assuming there is
anything else that, as you would see, might be applicable to it.
I anticipate hearing from you soon.
Best respects, Isabele
Task 3: Monitor Personal Work Performance
ASSESSMENT INSTRUCTIONS This task will require you to:
Implement the personal work plan developed in Workplace Project Task 1
Monitor your work performance in implementing the personal work plan. Use your workplace/organisation’s template to complete this task, or use the Monitoring Report
template provided at the Bounce Fitness site.
To complete this task, you must:
Implement the work schedule in the personal work plan developed in Workplace Project
Task 1
Record the outcomes of your implementation in the monitoring report. Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education
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
Communicate the results of your monitoring to at least two relevant personnel
These must be the same personnel communicated with in Workplace Project Task 2. Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Review
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. If you are using a template from your
workplace/organisation, discuss with your assessor to ensure that the template covers all
requirements that apply to this task. Otherwise, use the Monitoring Report template provided at
the Bounce Fitness site. 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
.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education PERSONAL WORK PLAN
Candidate Name
Isabele Juliao da Silva
Workplace/Organisation
Julio Travels
Date Prepared
02/05/2024
VERSION CONTROL
Date
Summary of Modifications
Version
05/05/2024
Individual Obligations, asset pre requisites, task necessities,
conceivable effect on the errand, technique to address
hindrance
2.0
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education OBJECTIVES
Workgroup Objectives
c.
Increase Sales
d.
Increase Sales
Key
Performance
Indicators (KPI)
c.
Increase Sales in 30%
d.
Increase customer satisfaction to 95%
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education TASK REQUIREMENTS
Work Tasks
Personal
Responsibilities
Resource Requirements
Other Task
Requirements
Sell travel packages
1.Putting together and
executing
sales
strategies
to
reach
revenue targets.
2.Creating and keeping
up with associations
with
clients
and
accomplices.
3.Negotiating
pricing
with
partners
and
vendors.
4.Recognizing
and
investigating
new
business sectors for
movement bundles.
5
.
Planning with
different
offices
to
guarantee
smooth
activities.
6.
Making
and
overseeing limited time
crusades.
7.
Following and
examining
deals
information.
1.Website
2.Sales Team
3.Advertising
4.Travel Partners
Excellent
communication skills
Be polite and organized
Provide customer service
1.Dissecting
client
criticism
to
further
develop
client
experience.
2.Guaranteeing
consumer loyalty and
settling client protests.
3.
dealing
with
inquiries and providing
1.Computer
2.Fast and reliable internet connection
3.Mobile
CRM
software
Excellent
communication skills
Excellent
Customer
Service Skills
Excellent
Problem
Solving Skills
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education customer service.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education TASK BARRIERS
Work Tasks
Barriers to Fulfillment of
Tasks
Possible Impact to the
Task
Strategy to Address
Barrier
Sell travel packages
1.Restricted
travel
Choices
2.Restricted
client
Spending plan
3.Terrible atmospheric
conditions,
or
unexpected conditions
connected
with
catastrophic events
4.Restrictions
and
regulations
1.Satisfy client travel
bundles,
2.Adverse consequence
on consumer loyalty and
unwaveringness.
3
.
On the off
chance
that clients
needs are not satisfied
they can search for
another travel service
1.Offer More Travel
Options
2.Offer flexible payment
options
3
.
Offer elective
arrangements in the
event
of
terrible
weather patterns
4.
Be in the know
regarding guidelines and
limitations
Provide
customer
service
1.Absence of preparing
2.Language hindrances
3.Insufficient
correspondence
channels
4.Unfortunate
client
relations
1.Poor
customer
satisfaction
2.Negative reputation
3.Increased costs
1.Improved instruction
2.Recruiting multilingual
client care staff
3
.
establishing
multiple channels of
communication
Further
developing
client
relations
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education WORK SCHEDULE Although the layout is a sample only and is subject to change based on the parameters of your own schedule,
the work schedule must include the following information:
Headers indicating the period of time covered by the schedule
Work tasks that must be completed
Hours allocated for each work task
Indication when the work task must be completed
The first row of the table below has been provided as a sample to assist you with completing this task.
Work Tasks
Work Days
Monday
Tuesday
Wednesday
Thursday
Friday
Acquire
resources
required by the
project
4.00
2.50
N/A
3.00
Target
completion
date
N/A
Sell
travel
packages
8.am
8.am
8.am
8.am
8.am
Customer
Service
12.pm
12.pm
12.pm
12.pm
12.pm
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education FEEDBACK AND ASSESSMENT STRATEGIES
Strategy for Assessing Own
Performance
To survey my own presentation I will recognize my objectives, think about
the advancement towards them, assess, make an activity plan and screen my
advancement.
Strategy for Obtaining
Feedback
on
Work
Performance
To acquire criticism on my work execution I will ask my partner and
managers.
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 Workplace Project Task 3
.
This will be used
to update the personal work plan in Workplace Project Task 5
.
Use your workplace/organisation’s template to complete this task, or use the Feedback Analysis
Report template provided at the Bounce Fitness site.
To complete this task, you must:
Review the following from Workplace Project Task 3
:
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 Workplace Project Task
2 and 3. o
External stakeholder
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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 Workplace Project Task 3
This must include analysing the variations identified in the monitoring report. Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education
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
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. If you are using a template from your
workplace/organisation, discuss with your assessor to ensure that the template covers all
requirements that apply to this task. Otherwise, use the Feedback Analysis Report template
provided at the Bounce Fitness site. 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.
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
.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education FEEDBACK ANALYSIS REPORT Candidate Name
Isabele Juliao
Workplace/Organisation
Julio Travels
Date Prepared
05/05/2024
INTERNAL STAKEHOLDER FEEDBACK
Name of Stakeholder
Liam
Work
Role
of
Stakeholder
Supervisor
What Was Done Well
in the Candidate’s
Work Performance Isabele has shown an extraordinary capacity to speak with clients so he
constructs an incredible connection with clients.
What Can Be Improved
in the Candidate’s
Work Performance
Isabele should improve his insight about market patterns, so he can foster more
travel bundles to be proposed to clients, and thusly support the expansion in
deals.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education EXTERNAL STAKEHOLDER FEEDBACK
Name of Stakeholder
Louis
Work
Role
of
Stakeholder
Travel Partner
What Was Done Well
in the Candidate’s
Work Performance
Isabele has superb relational abilities, hence we have an extraordinary
relationship.
What Can Be Improved
in the Candidate’s
Work Performance
She wants to work on his association and time usage abilities, in light of the fact
that occasionally he neglects to send us significant data's.
SELF-ASSESSMENT
To the Candidate:
Rate yourself in each area of work task prioritisation and completion based on your
implementation of your personal work plan in Workplace Assessment Task 3
. Please answer each item below
as honestly as possible.
Use the following rating:
5 – Excellent
4 – Good
3 – Acceptable
2 – Needs Improvement
1 – Unacceptable
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education PRIORITISATION CRITERIA
1.
I conducted my work tasks according to the
schedule established in the personal work plan.
5
4
3
2
1
2.
I fulfilled my personal responsibilities for each
work task as outlined in the personal work plan.
5
4
3
2
1
3.
I completed my work tasks while adhering to their
resource requirements as outlined in the personal
work plan
5
4
3
2
1
4.
I addressed other additional requirements of the
work tasks during my implementation
5
4
3
2
1
5.
I sufficiently addressed/overcame barriers to
avoid significant variations between my expected
and actual work performance.
5
4
3
2
1
6.
I was able to meet the established key
performance indicators for each relevant
workgroup objective
5
4
3
2
1
7.
Variations between my expected work
performance and actual work performance are
minimal.
5
4
3
2
1
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Assessment of variation between expected and actual work performance This requires you to determine whether revisions made to the personal work plan following the initial monitoring
allowed you to better implement work tasks.
By upgrading my insight in the market patterns, I had the option to make new travel bundles to propose to
clients. The new bundles were exceptionally fruitful and I had the option to meet my Kpi's.
Evaluation of stakeholder feedback and self-assessment
This requires you to compare feedback gathered from relevant stakeholders to their self-assessment to determine
similarities and differences in the findings. You must also identify what changes must be made to the personal work plan
based on similar findings. By upgrading my association and time usage abilities, presently I can make my work all the more effectively
and I worked on my efficiency, which reflected straightforwardly in the relationship with the movement
accomplices.
END OF FEEDBACK ANALYSIS REPORT
Task 5: Updated Personal Work Plan
ASSESSMENT INSTRUCTIONS This task will require you to update your personal work plan based on feedback analysed in
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education 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 Workplace Project Task 3
o
Review the analysis of the following information from 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
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Review
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.
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. PERSONAL WORK PLAN
Candidate Name
Isabele Juliao da Silva
Workplace/Organisation
Julio Travels
Date Prepared
02/05/2024
VERSION CONTROL
Date
Summary of Modifications
Version
06/05/2024
Task requirements, Barriers to fulfillment of tasks, Strategy
to address barrier
3.0
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education OBJECTIVES
Workgroup Objectives
e.
Increase Sales
f.
Increase Sales
Key
Performance
Indicators (KPI)
e.
Increase Sales in 30%
f.
Increase customer satisfaction to 95%
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education TASK REQUIREMENTS
Work Tasks
Personal
Responsibilities
Resource Requirements
Other Task
Requirements
Sell travel packages
1.Putting together and
executing
sales
strategies
to
reach
revenue targets.
2.Creating and keeping
up with associations
with
clients
and
accomplices.
3.Negotiating
pricing
with
partners
and
vendors.
4.Recognizing
and
investigating
new
business sectors for
movement bundles.
5.
Planning with
different
offices
to
guarantee
smooth
activities.
6.
Making
and
overseeing limited time
crusades.
7.
Following and
examining
deals
information.
1.Website
2.Sales Team
3.Advertising
4.Travel Partners
Excellent
communication skills
Be polite and organized
Stay up-to date with
industry trends
Provide customer service
1.Dissecting
client
criticism
to
further
develop
client
experience.
2.Guaranteeing
consumer loyalty and
settling client protests.
3.
dealing
with
inquiries and providing
1.Computer
2.Fast and reliable internet connection
3.Mobile
CRM software
Excellent
communication skills
Excellent
Customer
Service Skills
Excellent
Problem
Solving Skills
Excellent Organisation
Skills
and
time
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education customer service.
management
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education TASK BARRIERS
Work Tasks
Barriers to Fulfillment of
Tasks
Possible Impact to the
Task
Strategy to Address
Barrier
Sell travel packages
1.Restricted
travel
Choices
2.Restricted
client
Spending plan
3.Terrible atmospheric
conditions,
or
unexpected conditions
connected
with
catastrophic events
4.Restrictions
and
regulations
5.
Restricted
information on industry
patterns
1.Satisfy client travel
bundles,
2.Adverse consequence
on consumer loyalty and
unwaveringness.
3.On the off chance that
clients needs are not
satisfied they can search
for
another
travel
service
1.Offer More Travel
Options
2.Offer flexible payment
options
3
.Offer
elective
arrangements in the
event
of
terrible
weather patterns
4.Be in the know
regarding guidelines and
limitations
5.Research for industry
trends
Provide
customer
service
1.Absence of preparing
2.Language hindrances
3.Insufficient
correspondence
channels
4.Unfortunate
client
relations
5
.
Unfortunate
association and time
usage abilities
1.Poor
customer
satisfaction
2.Negative reputation
3.Increased costs
1.Improved instruction
2.Recruiting multilingual
client care staff
3
.establishing multiple
channels
of
communication
4.Further
developing
client relations
5.Improve organisation
and time management
skills
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education WORK SCHEDULE Although the layout is a sample only and is subject to change based on the parameters of your own schedule,
the work schedule must include the following information:
Headers indicating the period of time covered by the schedule
Work tasks that must be completed
Hours allocated for each work task
Indication when the work task must be completed
The first row of the table below has been provided as a sample to assist you with completing this task.
Work Tasks
Work Days
Monday
Tuesday
Wednesday
Thursday
Friday
Acquire
resources
required by the
project
4.00
2.50
N/A
3.00
Target
completion
date
N/A
Sell
travel
packages
8.am
8.am
8.am
8.am
8.am
Customer
Service
12.pm
12.pm
12.pm
12.pm
12.pm
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education FEEDBACK AND ASSESSMENT STRATEGIES
Strategy for Assessing Own
Performance
To survey my own presentation I will recognize my objectives, think about
the advancement towards them, assess, make an activity plan and screen my
advancement.
Strategy for Obtaining
Feedback
on
Work
Performance
To acquire criticism on my work execution I will ask my partner and
managers.
Answer the questions below with information on changes in your circumstances. a.
Identify at least two changes in your circumstances. I've needed to upgrade my insight into market patterns, so I utilized my spare energy after
work to make some examination.
I have executed changes to my daily practice to get more coordinated, and mindful with
time.
b.
Identify at least one change that must be made to the personal work plan based on the
change in your circumstances
Dispense time everyday to sort out and focus on my work undertakings, and incorporate
as a work task, a period for research market patterns.
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Learner Assessment Pack
Assessment Workbook Checklist
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Assessment Workbook Checklist
Instructions:
Your assessor will review your submissions against the checklist below. This section is to be
completed by your assessor.
The learner has completed the Short Answer Questions in this workbook
Short Answer Questions
The learner has completed the Practical Assessments in this workbook and has
submitted all the required evidence:
Workplace Project Assessment
Task 1: Personal Work Plan
Personal work plan
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 Specify evidence submitted:
Organisational objectives applicable to the work tasks Specify evidence submitted:
Organisational policies, procedures and practices applicable to the
work tasks Specify evidence submitted:
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Task 2: Communicate Personal Work Plan
Evidence of communication with relevant personnel
Specify evidence submitted:
Task 3: Monitor Personal Work Performance
Revised personal work plan
Evidence of personal work plan implementation
Specify evidence submitted:
Monitoring report
Evidence of communication of monitoring results
Specify evidence submitted:
Task 4: Seek Feedback and Evaluate Work Performance
Evidence of stakeholder feedback
Specify evidence submitted:
Feedback analysis report
Task 5: Updated Personal Work Plan
Workbook responses
Updated personal work plan
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Learner Assessment Pack
Recording
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Record of Assessment
Instructions:
This section is to be completed by your assessor.
Assessment Details
Learner
Course Code
Unit of Competency
BSBPEF402 - Develop personal work priorities
Assessor Name
RTO
Assessment Activity
Satisfactory
Needs more
evidence
Short Answer Questions Short Answer Question 1
Short Answer Question 2
Short Answer Question 3
Short Answer Question 4
Short Answer Question 5
Workplace Project Assessment
Task 1: Personal Work Plan
Task 2: Communicate Personal Work Plan
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Assessment Activity
Satisfactory
Needs more
evidence
Task 3: Monitor Personal Work Performance
Task 4: Seek Feedback and Evaluate Work Performance
Task 5: Updated Personal Work Plan
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Context Details
Satisfactory
Needs more
evidence
Supervisor/Observer Verification Log
Supervisor/
Observer Name
Role in the
Assessment
Contact
Details
Date of
Contact
Supervisor/
Observer verifies
the learner’s
submissions
Yes
No
Yes
No
Yes
No
Yes
No
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Assessor’s Comments
Remarks/feedback
Details of further evidence required
Please tick the appropriate box.
Yes
No
Comments and further action required are noted in the Learner
Assessment Pack
Results discussed and agreed to by the learner
You have the right to appeal the outcome of your assessment.
The Learner is
Competent
Not Yet Competent
Assessor’s signature
Date signed
I further confirm that I have verified the learner’s submissions by contacting the learner’s
supervisor and/or observer whose names appear in the Supervisor/Observer Verification Log
above.
After reassessment, the Learner is:
Competent
Not Yet Competent
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Assessor’s signature
Date signed
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education Learner’s Comments
The signature confirms that I have submitted all my own work, and agree with the assessment
decision and feedback.
Learner’s signature
Date signed
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Australis Institute of Technology and Education End of Document
Version Number: 2 (Review date: 07/2022) AITE
Unit Code: BSBPEF402 RTO ID: 91630
CRICOS ID: 03173K
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Question 7 of 13 - Module One
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Module One Problem Set
Question 7 of 13
-/4
==
Your first internship assignment is to prepare two schedules for Windsor Blue Co., a manufacturing company. You have a file that
contains a copy of last year's work for both schedules; you plan to follow the same format as last year, hoping the staff accountant had
it right. You also have access to the full set of financials for Windsor Blue, and you can dig further into any of the accounts via the
accounting system, too.
Here's the information you have pulled, with the same items as last year.
DM Inventory
WIP Inventory
FG Inventory
DM purchases
DL costs
Production supervisor salary
Utility costs in production space
Depreciation on manufacturing facility and equipment
Beginning of Year
End of year
$9,200
$10,000
21,000
13,000
6,300
8,000
153,000
232,000
56,000
14,000
42,000
វា
វា
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Cost of Materials Issuances
Bravo Wire Enterprises is a manufacturer of electrical conductors. The following incomplete subsidiary ledger is for wire cable during July:
a. Complete the materials issuances and balances for the wire cable subsidiary ledger. Assume a first-in, first-out cost flow.
Received
Receiving
Report
Number
Received
Quantity
Received
Unit Price
Issued
Materials
Requisition
Number
Issued
Quantity
Issued
Balance
Amount
Date
Balance
Quantity
Balance
Amount
Balance
Unit Price
309
200
$7.00
July 1
July 5
125
$750
$ 6.00
125 V
750 V
6.00
7401
240
July 10
422
400
$8.00
July 201
7639
325
July 26
b. Determine the balance of wire cable at the end of July,
1,280
c. Determine the total amount of materials transferred to Work in Process for July.
4.070
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Reporting Stockholders' Equity
Using the following accounts and balances, prepare the Stockholders' Equity section of the balance sheet using Method 1 of Exhibit 8. 50,000 shares of common stock authorized, and 2,000 shares have been reacquired.
Common Stock, $80 par
$3,200,000
Paid-In Capital from Sale of Treasury Stock
64,000
Paid-In Capital in Excess of Par-Common Stock
440,000
Retained Earnings
1,728,000
Treasury Stock
42,000
Stockholders' Equity
Paid-In Capital:
Common Stock, $80 Par
3,200,000
Excess over par
440,000
Treasury Stock
From Sale of Treasury Stock
64,000
Total Paid-in Capital
$ 3,704,000
Retained Earnings
Total
Treasury Stock
Total Stockholders' Equity
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Determining Cost of Land
On-Time Delivery Company acquired an adjacent lot to construct a new warehouse, paying $44,000 in cash and giving a short-term note for $272,000.
Legal fees paid were $1,780, delinquent taxes assumed were $14,700, and fees paid to remove an old building from the land were $21,700. Materials
salvaged from the demolition of the building were sold for $4,700. A contractor was paid $960,600 to construct a new warehouse.
Determine the cost of the land to be reported on the balance sheet.
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Assignment Problem
Anand Kalaimani Al Harthi SAOG located in Muscat Sultanate of Oman involved in manufacturing of
Drugs and Pharmaceutical Industry from 1981 to till now. The SAOG Company has provided the
following information for the months of September, October, November and December 2023.
Month
Sales
Material
Wages
Postage
Electrical
Other
September
Expense
Expense
10,000
6,000
350
1,200
1,000
5,000
October
12,500
7,500
550
2,400
2,000
6,000
November
13,600
8,200
850
3,600
3,000
5,500
December
19,400
9,000
950
4,800
4,000
3,200
Additional information:
a) Cash Balance on 1/10/2023 is RO X000000
b) Sales 25 per cent is for Cash in the same month. 50 per…
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SQU E-LEARNING SYSTEM (ACADEMIC) E-LEARNING SERVICES SQU LIBRARIES SQU PORTALATTENDANCE
The correct answer is: OMR 35,200
Question
10
Company XYZ is currently producing AND selling 10,000 units of product A. At this level, the total product cost was $60,000.
This included $10,000 direct materials, $20,000 direct labor and $30,000 manufacturing overhead cost, which included 20%
variable manufacturing overhead cost. The selling and administrative expenses were $100,000, which included $60,000
variable selling and administrative costs. Assume that the selling price per unit $20, how much was the total contribution
margin?
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a. $134,000
b. None of the given answers
C. $40,000
d. $104,000
e. $194,000
The correct answer is: $104,000
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Flow of Costs and Income Statement
Ginocera Inc. is a designer, manufacturer, and distributor of custom gourment kitchen knives. A new kitchen knife series called the Kitchen Ninja was released for production in early 20Y8. In
January, the company spent $600,000 to develop a late-night advertising infomercial for the new product. During 20Y8, the company spent an aditional $1,400,000 promoting the product
through these infomercials, and $800,000 in legal costs. The knives were ready for manufacture on January 1, 20Y8.
Ginocera uses a job order cost system to accumulate costs associated with the Kitchen Ninja Knife. The unit direct materials cost for the knife is:
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A Policies
Cullumber Co. has the following transactions related to notes receivable during the last 2 months of the year. The company does not make entries to
accrue interest except at December 31.
r.com: 24/7 On-
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Nov. 1 Loaned $53,400 cash to C. Bohr on a 12-month, 9% note.
ary Resources
Dec. 11 Sold goods to K. R. Pine, Inc., receiving a $5,400, 90-day, 8% note.
16 Received a $9,600, 180-day, 8% note to settle an open account from A. Murdock.
31 Accrued interest revenue on all notes receivable.
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- Accounting Information SystemsFinanceISBN:9781337552127Author:Ulric J. Gelinas, Richard B. Dull, Patrick Wheeler, Mary Callahan HillPublisher:Cengage Learning

Accounting Information Systems
Finance
ISBN:9781337552127
Author:Ulric J. Gelinas, Richard B. Dull, Patrick Wheeler, Mary Callahan Hill
Publisher:Cengage Learning