Develop Personal Work Priorities: Student Assessment Tasks Guide

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 2 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Contents Introduction 3 Assessment Task 1: Knowledge questions 4 Assessment Task 1: Checklist 7 Assessment Task 2: Project 8 Assessment Task 2: Checklist 14 Final results record 16

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 3 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Introduction The assessment tasks for BSBPEF402 Develop personal work priorities are outlined in the assessment plan below. These tasks have been designed to help you demonstrate the skills and knowledge that you have learnt during your course. Please ensure that you read the instructions provided with these tasks carefully. You should also follow the advice provided in the Business Works Student User Guide . The Student User Guide provides important information for you relating to completing assessment successfully. Assessment for this unit BSBPEF402 Develop personal work priorities describes the skills and knowledge required to plan and prioritise own work tasks. It also addresses the skills and knowledge to monitor and obtain feedback on personal work performance. For you to be assessed as competent, you must successfully complete two assessment tasks:  Assessment Task 1: Knowledge questions – You must answer all questions correctly.  Assessment Task 2: Project – You must work through a range of activities and complete a project portfolio.

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BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 4 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Assessment Task 1: Knowledge questions Information for students Knowledge questions are designed to help you demonstrate the knowledge which you have acquired during the learning phase of this unit. Ensure that you:  review the advice to students regarding answering knowledge questions in the Business Works Student User Guide  comply with the due date for assessment which your assessor will provide  adhere with your RTO’s submission guidelines  answer all questions completely and correctly  submit work which is original and, where necessary, properly referenced  submit a completed cover sheet with your work  avoid sharing your answers with other students. i Assessment information Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide . Refer to the appendix for information on:  where this task should be completed  the maximum time allowed for completing this assessment task  whether or not this task is open-book. Note : You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix C of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 5 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Questions Provide answers to all of the questions below: 1. Describe why it is important to consider each of the work plan steps/elements shown in the table below when creating a work schedule. Work plan feature Why is it important? Stakeholder requirements Workgroup targets Timeframes Resources Risks Contingencies for identified risks 2. Provide at least three benefits of setting workgroup goals. 3. Describe four digital applications or tools that can be used to schedule tasks and plan work. 4. List three methods that may be used to measure an employee’s performance at work. 5. List three aspects about your own work or behaviour to consider when performing a self- assessment. 6. Outline what you should do when you receive feedback from other people in the workplace. In you answer, include details about how to respond as well as how to analyse and interpret the feedback.

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 6 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J 7. List three commonly used time management techniques/strategies. 8. List at least five components of personal work plan. 9. List three ways to elicit feedback when communicating with other people in the workplace.

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BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 7 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Assessment Task 1: Checklist Student’s name: Did the student provide a sufficient and clear answer that addresses the suggested answer for the following? Completed successfully? Comments Yes No Question 1 Question 2 Question 3 Question 4 Question 5 Question 6 Question 7 Question 8 Question 9 Task outcome:  Satisfactory  Not satisfactory Assessor signature: Assessor name: Date:

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 8 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Assessment Task 2: Project Information for students In this task, you are required to demonstrate your skills and knowledge by working through a number of activities and completing and submitting a project portfolio. You will need access to:  your learning resources and other information for reference  a suitable place to complete activities that replicates a business environment including a meeting space and computer and internet access  Project Portfolio template  Simulation Pack (if you need a case study)  challenges and situations that affect the work schedule (if using your own business). Ensure that you:  review the advice to students regarding responding to written tasks in the Business Works Student User Guide  comply with the due date for assessment which your assessor will provide  adhere with your RTO’s submission guidelines  answer all questions completely and correctly  submit work which is original and, where necessary, properly referenced  submit a completed cover sheet with your work  avoid sharing your answers with other students. i Assessment information Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide . Refer to the appendix for information on:  where this task should be completed  how your assessment should be submitted. Note : You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

This project requires you to prepare a personal work schedule and communicate this to the relevant personnel. As part of the assessment you, you will monitor your personal performance against workgroup objectives and obtain feedback from relevant stakeholders. Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason, we are giving you the choice to base this project on a real workplace or you can use the case study provided in the Simulation Pack . This will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way to your own situation! It is important that you are able to access enough information for your chosen workplace in order to be able to do your assessment. As a minimum this should include:  a team or workgroup consisting of yourself and at least two other members  organisational and workgroup objectives  policies and procedures related to your role (these must be in written form)  workplace challenges and situations (unexpected tasks, extra workload, and so on) to demonstrate that you can assess variations in your work performance and communicate this to the relevant personnel. You will also need to communicate with stakeholders who are able to provide you with feedback on your own performance. BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 9 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Activities 1. Carefully read the following: 2. Preparation Make sure you are familiar with the workplace you are basing this assessment on and have read through the necessary background information. Complete page 4 of your Project Portfolio. i For the case study business, this is all the documents included in the Simulation Pack. If it’s your own workplace or an organisation where you are working or are familiar with, have your organisation or case study approved by your assessor. Read through the requirements of Section 1, 2 and 3 of your Project Portfolio . Start working on Section 1 of your Project Portfolio . Steps 3 and 4 form part of Section 1.

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Start working on Section 2 of your Project Portfolio . Steps 5 to 7 form part of Section 2. BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 1 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J 3. Identify task requirements First identify the task requirements for your workgroup and your own accountabilities in line with these task requirements. This includes:  describing your own role/position in the team and at least three of your main duties  identifying who you are responsible for  highlighting relevant information in the policies and procedures related to your role  listing tasks according to organisational requirements that must be completed over the next week (including timing requirements).  outlining your own accountabilities in line with the task requirements. i Your role should hold some responsibility for the work of others and have some autonomy as you do your job. Next, identify barriers that may affect your personal performance and assess these (for example prioritising a task over another, asking for support, reviewing a policy or procedure etc.). Also identify any resources required for completing tasks (this may be financial, staff or other). 4. Create your work schedule i You must develop a personal work schedule for the next week. In order to do this, you must schedule your own work and accountabilities making use of technology (such as Google calendar, an Excel spreadsheet or software, such as Trello). Your work schedule must show timings of each of your own tasks, meetings and break times. Your work schedule must also reflect that you have prioritised work of higher priority. Complete Section 1 of your Project Portfolio and submit to your assessor. Make sure all attachments have been added. 5. Communicate your work schedule Communicate your work schedule to the relevant personnel. As part of your communication, describe how your work schedule affects their work and outline any priorities that you’ve set.

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 1 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J i If you are basing the assessment on a real workplace, you may communicate with any relevant employee or stakeholder. For example, If you are leading a workgroup, you may communicate with a team member whose work schedule is affected by the achievement of your work tasks. Communication can take place in any appropriate format as long as it adheres to organisational requirements. This may be a video of face-to-face discussion, a video of a meeting, a draft email, recording of telephone discussion etc. If you are basing the assessment on the case study provided, you must draft an email to the adminstrative assistant to share your shedule with them. You may assume your schedule is attached to the email. 6. Monitor your own performance i Assume one week has passed. List all your tasks and compare the expected and actual work performance according to task requirements (this may include tasks that you did not manage to complete within regular working hours or where you have not been able to work according to organisational policies and procedures). i You may use the Task Monitoring Template provided in the Project Portfolio or any other template required by your workplace. If you are basing this assessment on your own organisation, you must have had at least two workplace challenges and situations (unexpected tasks, extra workload, and so on). If you did not experience any, ask your assessor to provide you with simulated challenging situations. If you are basing this assessment on the case study, you may assume the following: You have been working according to your Work Schedule at OzOffice Clean for one week. You have been feeling stressed and overwhelmed due to Operations Manager being away and the extra workload that have been placed on you as a result. You have made a serious mistake on a client contract, and it took a whole day to rectify as you had to get external legal advice. You did manage to resolve all complaints within a week of receiving them. The administrative assistant could not create the report on outstanding invoices as she had problems using the software and accessing the data, they need further training from you. As a result, you only presented part of the report to the stakeholders at the weekly meeting. The customer care assistant conducted a site visit and you finalised the quotation in time. There was no time to have a workgroup meeting, provide training for the team or

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 1 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J work on improving the administrative function. You have been working late to finish all your work and you are not maintaining a work-life balance.

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Start working on Section 3 of your Project Portfolio . Steps 8 and 9 form part of Section 3. BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 1 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J 7. Report variations and seek feedback Document the variations between your expected and actual work performance. To do this, write a short report of ½ -1 to summarise your work progress by keeping the workgroup objectives in mind (reflect on organisational and workgroup objectives to say whether or not they have been achieved). i Follow your organisational requirements for reports. If you are using the case study (or your own business does not have specific requirements), assume that the organisation requires reports to be written using MS Word using Arial font size 10 (use the template in the Project Portfolio) . Identify one internal and one external stakeholder who may provide you with feedback. Draft an email (assuming that your report is attached) to share your report with them and seek feedback on your own work performance. In your email, you must:  mention the report and briefly explain its contents  ask for feedback on your own work performance (including suggestions for minimising the variations in your expected and actual work outputs). i The text of the report and email should communicate information clearly and effectively. You may need to write more than one email, depending on the stakeholders you selected. For the case study, you should email the CEO (external stakeholder) and the administrative assistant (internal stakeholder). Complete Section 2 of your Project Portfolio and submit to your assessor. Make sure all attachments have been added. 8. Analyse performance You must analyse the variations between expected and actual work performance by performing a self-assessment. To do this, you need to:  complete a self-assessment  list at least two of your strengths and weaknesses.

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 1 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J 9. Update work schedule Consider the stakeholder feedback as well as your self- assessment of your performance and update your work schedule accordingly. 10. Submit your completed Project Portfolio Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Submit to your assessor for marking.

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 1 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Assessment Task 2: Checklist Student’s name: Did the student: Completed successfully? Comments Yes No Identify task requirements including:  describing your own role/position in the team and at least three of your main duties  identifying who you are responsible for  highlighting relevant information in the policies and procedures related to your role  listing tasks according to organisational requirements that must be completed over the next week (including timing requirements)  outlining your own accountabilities in line with the task requirements? Create a work schedule using technology. The work schedule shows timings of each of your own tasks, meetings, and break times. It also reflects that they have prioritised work of higher priority? Communicate the work schedule to relevant personnel including describing how the work schedule affects the person work and outlining any priorities? Monitor their own performance by:  listing all tasks  comparing the expected and actual work performance

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BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 1 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Report variations and seek feedback by:  writing a short report of ½ -1 to summarise work progress and keeping the workgroup objectives in mind (reflects on organisational and workgroup objectives to say whether or not they have been achieved)  identifying one internal and one external stakeholder who may provide you with feedback  drafting an email to share report with stakeholders and seek feedback on your own work performance? Analyse the variations between expected and actual work performance by performing a self- assessment and update their work taking feedback and self- assessment into account? Task outcome:  Satisfactor y  Not satisfactory Assessor signature: Assessor name: Date:

BSBPEF402 | Develop personal work priorities | Student Assessment Tasks I V2.0 | Mar 22 1 Macquarie Education Group Australia Pty Ltd t/a MEGA Education | RTO Code 91305 | CRICOS Code 02657J Final results record Student name: Assessor name: Date Final assessment results Task Type Resul t Satisfactor y Unsatisfacto ry Did not submit Assessment Task 1 Knowledge questions S U DNS Assessment Task 2 Project S U DNS Overall unit results C NYC Feedback  My performance in this unit has been discussed and explained to me.  I would like to appeal this assessment decision. Student signature: Date:  I hereby certify that this student has been assessed by me and that the assessment has been carried out according to the required assessment procedures. Assessor signature: Date:

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BSBPEF402 Student Assessment Tasks.v1.0

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