BSBPEF301 Assessment 3 LAURA CACERES DONE

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University of Notre Dame *

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Nov 24, 2024

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Assessment 3 – Coversheet Students: Please fill out this cover sheet clearly and accurately. Make sure you have kept a copy of your work. Student and Submission Details Student Name LAURA VANESSA CACERES AMAYA Student ID 224801 Unit Code and Name BSBXCM301 Engage in workplace communication Date of submission 14/10 STUDENT DECLARATION I declare that þ This assessment is my own work. þ None of this work has been completed by any other person. þ I have not cheated or plagiarised the work or colluded with any other student/s. þ I have correctly referenced all resources and reference texts throughout these assessment tasks. þ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me. Student Signature LAURA CACERES A Assessor to complete Assessment 2 Assessment Result Date Type Of Submission Assessment 2 (Workplace project □ C (Competent) □ NYC (Not Yet Competent) □NA (Not Assessed) ☐ First submission ☐ First re-submission ☐ Second re- submission Assessor feedback

Assessor Name Assessor Signature Assessment 3 – Workplace Project Assessment This assessment meets the following performance criteria: Performance Criteria 1. Organise and complete own work schedule 1.1 Develop work goals and key performance indicators (KPIs) according to task and organisational requirements 1.2 Prioritise workload according to task timeframes 1.3 Identify factors affecting achievement of work objectives 1.4 Develop personal work plans 2. Evaluate own work performance 2.1 Identify variations between expected and actual work performance according to task requirements and KPIs 2.2 Report variations to relevant personnel 2.3 Seek feedback from relevant personnel for solutions to BSBPEF301

PAGE \* MERGEFOR MAT 2 minimise variations in expected and actual work outputs 2.4 Research sources of stress and access appropriate supports according to organisational policies and procedures 3. Coordinate personal skill development and learning 3.1 Identify personal and professional development needs for job role 3.2 Identify opportunities to undertake personal skill development activities in consultation with supervisor 3.3 Access professional development opportunities 3.4 Record professional development undertaken for continuous learning and career development process 3.5 Incorporate feedback into review of further learning needs This assessment meets the following performance Evidence: Performance evidence  prepare and implement a personal work plan.  prepare a work plan according to organisational requirements and work objectives BSBPEF301

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PAGE \* MERGEFORMA T 2  use technology to schedule, prioritise and monitor completion of tasks in a work plan  assess and prioritise own work tasks and address contingencies  monitor and assess personal performance against job role requirements by seeking feedback from relevant personnel  identify personal development needs and access, complete and record skill development and learning. This assessment meets the following Foundation Skills: Foundation Skills Learning  Employs a range of approaches and investigative techniques to source the knowledge necessary to arrange personal learning experiences Reading  Interprets textual information to determine organisation’s procedures, own work performance and objectives Writing  Prepares written reports and workplace documents that communicate information clearly and effectively Oral communicati on  Provides and receives feedback using specific and relevant language  Uses listening and questioning techniques to confirm understanding Self- management  Complies with organisational policies, procedures and protocols Teamwork  Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role  Proactively collaborates with others to achieve specific goals BSBPEF301

MAT 2 Planning and organising  Plans and organises work commitments to ensure deadlines and objectives are met  Uses formal analytical thinking techniques to recognise and respond to routine problems Technology  Uses digital systems and tools to enter, store and monitor information Assessment 3 – Workplace Project assessment Project Overview This workplace project assessment requires you to: ▪ Develop a personal work plan ▪ Monitor your own performance ▪ Participate in activities for personal and professional development. This assessment is divided into seven tasks: ▪ Task 1: Develop a Personal Work Plan ▪ Task 2: Monitor Own Performance ▪ Task 3: Report Variations in Personal Performance ▪ Task 4: Access Support to Address Workplace Stress ▪ Task 5: Identify Needs and Opportunities for Learning and Development ▪ Task 6: Participate in Personal and Professional Development BSBPEF301

MERGEFORMA T 2 ▪ Task 7: Review Further Learning Needs 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. You are required to: ▪ Complete the tasks within the time allowed, as scheduled in-class roll. ▪ Develop your personal work plan for at least two assigned tasks ▪ Monitor implementation of your personal work plan to identify variations in your performance ▪ Report variations in performance to at least one relevant personnel ▪ Access appropriate support to address workplace stress ▪ Identify needs for learning and development, and activities to address them ▪ Participate in activities for personal and professional development ▪ Provide feedback to at least one relevant personnel in reviewing your further learning needs BSBPEF301

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PAGE \* MERGEFOR MAT 2 Forms and Templates Generic forms and templates are provided in the project tasks, unless otherwise specified. These can be accessed from the following link: BSBPEF301 Forms and Templates Username: albrightlearner Password: albright@123 Review these forms and templates with your assessor before starting the task. BSBPEF301

PAGE \* MERGEFORMA T 2 Task 1: Develop a Personal Work Plan ASSESSMENT INSTRUCTIONS This task will require you to develop a personal work plan. The plan must summarise details of at least two of your assigned tasks. Use the Personal Work Plan template provided at the Bounce Fitness site. To complete this task, you must: ▪ Access and review documents that include: o Responsibilities relevant to your job role o List of your assigned tasks o Task requirements of each assigned task o Organisational requirements relevant to doing each assigned task This must include policies, procedures and protocols relevant to your job role. ▪ Identify at least two of your assigned work tasks This must include all of the following for each identified work task: o Task instructions o Timeframe for completion o All resources required to complete the task o At least one organisational requirement relevant to the work task ▪ Develop all of the following for each identified work task: o At least one goal o At least one objective o At least one KPI This must be based on task requirements and organisational requirements you reviewed. BSBPEF301

MAT 2 ▪ Identify all of the following for each of your identified work tasks o At least two factors that can affect achievement of work objectives o At least one action to address each identified factor ▪ Plan your work schedule based on information you reviewed and identified Make sure that you use at least one application to plan your work schedule. The application you use must allow you to do the following: o Prioritise work tasks o Schedule work tasks ▪ Complete a personal work plan based on all the information encountered in this task Use the Personal Work Plan template provided at the Bounce Fitness site. After completing the task, submit the following: ▪ Completed personal work plan ▪ Evidence of using an application to schedule and prioritise work tasks This must include at least one of the following: o Softcopies of spreadsheets used o Screenshots that show the application used o Copies of email correspondence You must also submit copies of all of the following as supplementary evidence: ▪ Document where responsibilities relating to your job role are outlined This must include at least one of the following: o Your job description o Your employment contract BSBPEF301

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PAGE \* MERGEFORMA T 2 o Team or department’s organisational chart ▪ Documents that contain your assigned tasks as part of your job role This must include at least one of the following: o Copies of emails from your supervisor o Project timelines with task breakdown o To-do list for a specific project or task ▪ Document where task requirements are specified This must include at least one of the following: o Project brief o Project plans o Task timelines ▪ Documents where organisational requirements relevant to doing each assigned task are specified This must contain policies, procedures and protocols relevant to your job role. This must include at least one of the following: o Staff handbook o Policies and procedures relevant to your assigned work tasks o Organisational code of conduct or similar o Style guide IMPORTANT Please block out any confidential information contained in the documents you will submit for this task before submission. BSBPEF301

PAGE \* MERGEFOR MAT 2 Task 2: Monitor Own Performance ASSESSMENT INSTRUCTIONS This task will require you to: ▪ Implement your personal work plan from Workplace Project Task 1 ▪ Monitor your work performance as you implement your work plan ▪ Record variations in your work performance 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: ▪ Access and review the following submissions in Workplace Project Task 1 : o Your personal work plan for the following: ● Each work task’s: - Goals, objectives and KPI - All resources required - Factors that can affect achievement of work objectives - Actions to address each identified factor ● The planned work schedule o Documents with organisational requirements relevant to doing each assigned task ▪ Identify at least one target outcome for each assigned work task This must be based on each work task’s KPI and task requirements. ▪ Implement the work schedule in the personal work plan developed in Workplace Project Task 1 ▪ Monitor the outcomes of your implementation During monitoring you must: BSBPEF301

T 2 o Check progress of each task for at least two times during implementation o Use at least one application to monitor your work performance o Identify at least two issues during implementation These issues must be the same as the factors that affect achievement of work objectives identified in Workplace Project Task 1. o Address each identified issue using actions identified in Workplace Project Task 1 ▪ Identify variations in your work performance This must include comparing your target outcomes and the actual outcomes of your implementation for each work task. ▪ Complete a monitoring report based on the results of your monitoring activity Use the Monitoring Report template provided at the Bounce Fitness site. After completing the task, submit the following to your assessor: ▪ Evidence of implementation of your personal work plan. This must include any one of the following: o Copies of your output after task completion, e.g. documents created o Photo showing you completed tasks o Video recording of you completing tasks When submitting photos or videos as evidence, ensure that you are clearly seen completing tasks. This must also show that you were able to address at least two issues encountered during implementation. ▪ Completed monitoring report You must also submit evidence showing that you used an application to monitor your progress as supplementary evidence. This must include any one of the following: BSBPEF301

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PAGE \* MERGEFOR MAT 2 ▪ Screenshots of applications used ▪ Printouts of content from the application used ▪ Video recording of you using the application When submitting this type of evidence, ensure that the application is clearly shown in the recording. BSBPEF301

Task 3: Report Variations in Personal Performance ASSESSMENT INSTRUCTIONS Your assessor will observe you as you discuss the following with at least one relevant personnel: ▪ Variations in performance during implementation of your personal work plan ▪ Feedback for solutions to minimise identified variations Relevant personnel are employees who are involved in your work responsibilities. They include those who: ▪ Record and manage your performance, e.g. your supervisor or manager ▪ Are involved in your work responsibilities, e.g. your teammates and co- workers You will be assessed on your practical skills to: ▪ Report at least two variations in performance ▪ Seek feedback for at least one solution to minimise each variation in performance ▪ Use listening and questioning techniques to confirm understanding Before starting this task, you must access and review the following: ▪ Completed monitoring report submitted in Workplace Project Task 2 for at least two identified variations in performance ▪ Documents that contain guidelines for communication in your workplace This must contain policies, procedures and protocols when reporting variations and seeking feedback. Protocols indicate the appropriate form, channel and mode of communication. After completing the task, submit evidence of the discussion. This must include any one of the following: ▪ Meeting minutes ▪ Video/audio recording of the discussion When using this as evidence, ensure to inform the relevant personnel of the purpose of the recording before doing so . BSBPEF301

PAGE \* MERGEFOR MAT 2 You must also submit copies of documents that contain guidelines for communication in your workplace as supplementary evidence. This must include all of the following: ▪ Policies ▪ Procedures ▪ Protocols ANSWER: MEETING MINUTES Date: October 10, 2023 Time: 10:00 AM Location: Bounce Fitness Headquarters Attendees:  Digital Marketing Specialist  Marketing Manager  Project Supervisor  CEO Agenda: Discussion on Variations in Performance during Implementation of Personal Work Plan for Bounce Fitness Website and Apps, and Feedback for Minimizing Variations Meeting Commencement: The meeting was called to order at 10:00 AM by Laura Caceres Variations in Performance during Implementation of Personal Work Plan: Laura Caceres presented an update on the implementation progress of the personal work plan for Bounce Fitness, focusing on updating the website and reviewing the apps and digital areas. The discussion centered around the observed variations in performance during the implementation phase. These variations were identified in the context of timeline adherence, training efficiency, and budget allocation. BSBPEF301

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PAGE \* MERGEFORMA T 2 Marketing manager and Project supervisor provided their insights on the observed variations, emphasizing the importance of adhering to the initial timeline and ensuring that the allocated budget is utilized efficiently. They acknowledged the complexities involved in the digital updates and expressed their concern regarding the deviations from the planned schedule. Feedback for Solutions to Minimize Identified Variations: The participants discussed potential solutions to minimize the variations in performance. Several suggestions were made, including: Increased Training: It was proposed to provide additional training sessions to the team members involved in the implementation process. This additional training would focus on specific technical aspects to enhance efficiency and accuracy in the work. Timeline Extension: Considering the complexity of the tasks, extending the timeline was suggested. This extension would allow the team more time to focus on quality implementation rather than rushing through the process. Budget Adjustment: A review of the budget allocation was recommended. If necessary, an increase in the budget could be considered to ensure that the project receives adequate resources, thereby improving the quality of work and meeting the desired standards. Regular Progress Reviews: Implementing regular progress reviews and check-ins were proposed to identify potential issues early on. This would enable the team to address challenges promptly and make necessary adjustments to the plan. Action Items: Like a manager I will organize additional training sessions for the team members involved in the implementation process, focusing on specific technical aspects. Project Supervisor will revise the project timeline and submit the revised timeline for approval to [Manager's Name] and [Supervisor's Name]. The Marketing manager will conduct a budget review and submit a proposal for budget adjustment, if necessary, to [Manager's Name] and [Supervisor's Name]. The CEO will schedule regular progress review meetings to monitor the project's status and address any challenges faced during the implementation process. BSBPEF301

PAGE \* MERGEFOR MAT 2 According the policies and procedures: Access Control Policy: Policy Statement: Access to the website and network resources is restricted to authorized employees only. Any unauthorized access attempts will be considered a breach of security. Data Protection Policy: Policy Statement: Bounce Fitness is committed to protecting customer data. All data collected, processed, or stored must comply with relevant data protection laws and regulations. Procedures: Encrypt sensitive customer data both in transit and at rest. Regularly backup data and store backups in a secure offsite location. Network Expansion: Policy: Partnerships should align with Bounce Fitness’s mission. Legal and financial evaluations are required before formalizing any partnership agreements. Visual Marketing Plan Update: Policy: Visual elements (logos, graphics, etc.) must be consistent across all platforms. Any changes must be approved by the marketing and design teams. Customer Engagement: Policy: Maintain a positive and professional tone in all interactions. Customer concerns should be escalated to the relevant department for resolution. Data Analytics and Feedback: Policy: Analyse data to make informed decisions. Regular reports should be shared with the management team for strategic planning. Meeting Conclusion: The meeting concluded at 11:00 AM. All attendees expressed their commitment to implementing the suggested solutions to minimize variations in performance during the implementation of the personal work plan for Bounce Fitness. The next progress review meeting was scheduled for 10 OCTOBER at 2 PM. Approved by: BSBPEF301

PAGE \* MERGEFORMA T 2 LAURA CACERES Digital Marketing Specialist Task 4: Access Support to Address Workplace Stress ASSESSMENT INSTRUCTIONS This task will require you to: ▪ Research sources of workplace stress ▪ Identify at least one source of your workplace stress and supports to address them ▪ Access identified supports according to organisational policies and procedures To complete this task, you must: ▪ Research at least two sources of workplace stress ▪ Identify at least two sources of workplace stress that you are currently experiencing At least two analytical techniques must be used in identifying your sources of workplace stress. ▪ Access and review organisational documents that contain information on support to address workplace stress This must include policies and procedures to address workplace stress. ▪ Identify at least two supports appropriate for addressing your identified source of stress based on your review ▪ Access each identified support according to documentation you reviewed BSBPEF301

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PAGE \* MERGEFOR MAT 2 After completing this task, submit the following to your assessor: ▪ Evidence of research that contains at least two sources of stress This must include at least one of the following: o Notes on sources of stress o Copies of documents about sources of stress o Screenshots of online articles about sources of stress ▪ Evidence of accessing support that shows your identified source of workplace stress and that you accessed at least two supports to address it This must include at least one of the following: o Document indicating support has been accessed o Photo of you accessing each support o Video recording of you accessing each support ANSWER: Ways to Access Support to Address Workplace Stress: Employee Assistance Programs (EAPs): Many companies offer EAPs providing counseling services to employees dealing with stress. EAPs often include access to therapists and counselors who can help manage workplace stress. Mental Health Resources and Counseling: Seek help from mental health professionals, such as psychologists or counselors. Local community health centers or online therapy platforms can provide access to mental health support. Workload and Time Pressure: Source of Stress: High workload, tight deadlines, and overwhelming tasks. Support Websites: Work-related stress management tips BSBPEF301

PAGE \* MERGEFORMA T 2 Time management strategies Interpersonal Conflicts and Communication Issues: Source of Stress: Conflicts with colleagues or supervisors, poor communication, and lack of teamwork. LINKS:  https://www.healthdirect.gov.au/mental-health-and-wellbeing  https://www.skillsyouneed.com/ips/conflict-resolution.html  https://www.mindtools.com/c3vl26l/time-management  https://www.mind.org.uk/workplace/mental-health-at-work/taking-care-of- yourself/work-and-stress/ Task 5: Identify Needs and Opportunities for Learning and Development ASSESSMENT INSTRUCTIONS This task will require you to: ▪ Identify at least two personal skill needs and at least two professional development needs of your job role ▪ Consult with your supervisor to identify at least one opportunity to address each identified need Use your workplace/organisation’s template to complete this task, or use the Continuous Learning and Development Form template provided at the Bounce Fitness site. To complete this task, you must: ▪ Access and review documents that contain the following: o Responsibilities relevant to your job role submitted as supplementary evidence in Workplace Project Task 1 o Guidelines for communication in your workplace reviewed in BSBPEF301

MAT 2 Workplace Project Task 3 This must contain protocols when communicating with your supervisor. ▪ Identify the following needs that are relevant to responsibilities of your job role: o At least two personal skill needs This must include the following: ● At least one learning need ● At least one development need o At least two professional development needs ▪ Consult with your supervisor to identify the following: o At least one activity to address each identified need o All requirements needed to access each activity ▪ Partially complete a continuous learning and development form based on the information you reviewed and identified Leave the ‘Actual Date of Completion,’ ‘Skills Learned/Developed After Completing Activity’ and ‘Part B. Review of Further Leaning Needs’ blank. You will complete these after Workplace Project Tasks 6 and 7 . Use the Continuous Learning and Development Form template provided at the Bounce Fitness site. After completing this task, submit the following to your assessor: ▪ Evidence of consultation with your supervisor in identifying activities to address learning and development needs This must include at least one of the following: o Email correspondence o Meeting minutes o Video recording of the meeting conducted with the supervisor When using this as evidence, ensure to inform your supervisor of the purpose of the recording before doing so . BSBPEF301

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PAGE \* MERGEFORMA T 2 ▪ Partially completed continuous learning and development form ANSWER: EMAIL: From: MANAGER To: CEO Subject: Meeting Recap and Action Items - Learning and Development Consultation Dear CEO, I hope this email finds you well. I wanted to provide you with a summary of our recent consultation regarding learning and development activities for Bounce Fitness. During our discussion, we identified key areas that require attention to enhance our team's skills and knowledge, aligning with our strategic objectives. 1. Market Research: We agreed that conducting in-depth market research is essential to understand user preferences, competitor strategies, and emerging trends. This analysis will guide our decisions and help us stay ahead in the highly competitive fitness industry. To initiate this process, we will form a dedicated research team to gather valuable insights, enabling us to make informed business decisions. 2. Technology Trends: Staying updated on the latest web and app development technologies and design principles is crucial to ensuring our digital platforms remain innovative and user-friendly. We will establish a continuous learning program for our development team, encouraging them to participate in webinars, workshops, and online courses. By doing so, we aim to enhance our technical expertise and deliver cutting-edge solutions to our users. 3. User Experience (UX) Research: Understanding user behavior and preferences is fundamental to improving our products and services. We plan to conduct comprehensive UX research through surveys, interviews, and usability testing. This feedback-driven approach will enable us to identify pain points, optimize user journeys, and create a seamless experience for our customers. Our UX research team will be responsible for organizing these activities and synthesizing the gathered insights. BSBPEF301

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PAGE \* MERGEFOR MAT 2 To ensure the successful implementation of these initiatives, we will establish clear timelines, goals, and key performance indicators (KPIs). Regular progress updates will be shared with you and the leadership team to keep everyone informed about our advancements. Thank you for your valuable input and support in shaping our learning and development strategies. If you have any additional thoughts or suggestions, please feel free to share them. I am confident that these initiatives will significantly contribute to Bounce Fitness's growth and customer satisfaction. Looking forward to your feedback and guidance as we move forward with these activities. Warm regards, LAURA CACERES MANAGER Bounce Fitness 0499929922 Task 6: Participate in Personal and Professional Development ASSESSMENT INSTRUCTIONS This task will require you to participate in the identified activities for learning and development in Workplace Project Task 5 . This includes: ▪ At least one activity for personal learning ▪ At least one activity for personal development ▪ At least two activities for professional development To complete this task, you must: ▪ Access and review the following: o Partially completed Continuous Learning and Development Form submitted in Workplace Project Task 5 for the following: ● Identified needs for learning and development ● Activities to address each identified need as discussed with BSBPEF301

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PAGE \* MERGEFORMA T 2 your supervisor ● Requirements needed to access each activity ▪ Participate and complete each identified activity ▪ Update the Continuous Learning and Development Form from Workplace Project Task 5 to include the following for each activity: o Actual date of completion o Skill learned/developed after completing each activity Leave ‘Part B. Review of Further Learning Needs’ blank. You will complete this in Workplace Project Task 7 . After completing the task, submit the following to your assessor: ▪ Evidence of completing activities that address each of your identified needs While the evidence will vary according to the type of activities accessed, these must include at least one of the following: o Certificates of completion o Outputs of activities (e.g. marked activity sheets) ▪ Updated continuous learning and development form BSBPEF301

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PAGE \* MERGEFOR MAT 2 Task 7: Review Further Learning Needs ASSESSMENT INSTRUCTIONS Your assessor will observe you as you give feedback on your own development to at least one relevant personnel. Relevant personnel are employees who are involved in your work responsibilities. They include those who: ▪ Record and manage your performance, e.g. your supervisor or manager ▪ Are involved in your work responsibilities, e.g. your teammates and co- workers You will be assessed on your practical skills to give feedback on the learning and development activities in which you participated. Before starting this task, you must access and review the following: ▪ Updated Continuous Learning and Development Form submitted in Workplace Project Task 6 for the following: o Learning and development activities you completed o Skills you learned/developed after completing each activity After completing this task, submit your continuous learning and development form to your assessor. You must have completed Part B of the form based on the feedback you have given to the relevant personnel . BSBPEF301

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BSBPEF301 Assessment 3 LAURA CACERES DONE

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