Student Assessment Workbook – BSBPEF501 1 | P a g e Version 1.1Student Assessment Workbook: BSBPEF501Manage personal and professionaldevelopmentStudent Assessment Workbook – BSBPEF501 2 | P a g e Version 1.1 Version controlVersion No.DateDept.Change1.016/01/2021TrainingOriginal1.126/03/2021ComplianceAdded Assessment Task 4 Copyright Statement© Copyright National TrainingDisclaimerAll rights reserved. No part of this publication may be reproduced ortransmitted in any form or by any means, electronic or mechanical, includingphotocopying, scanning, recording, or any information storage retrieval systemwithout permission in writing from National Training. No patent liability isassumed with respect to the use of information used herein.While every effort has been taken in the preparation of this publication, thepublisher and authors assume no responsibility for errors or omissions. Neitheris any liability assumed for damages resulting from the use of informationcontained herein. Student Assessment Workbook – BSBPEF501 3 | P a g e Version 1.1ContentsIntroduction …………………………………………………………………………………………………………………………..4Further Information and Support …………………………………………………………………………………………4Support materials provided and research……………………………………………………………………………..4Student Declaration ………………………………………………………………………………………………………………..5Assessment Activity ………………………………………………………………………………………………………………..6Assessment 1: Written Questions………………………………………………………………………………………….7Question 1A ……………………………………………………………………………………………………………………7Question 1B…………………………………………………………………………………………………………………….7Question 2………………………………………………………………………………………………………………………7Question 3………………………………………………………………………………………………………………………8Assessment 2: Project (Self -Assessment) ………………………………………………………………………………9Activity 1 ………………………………………………………………………………………………………………………..9Activity 2 ………………………………………………………………………………………………………………………10Activity 3 ………………………………………………………………………………………………………………………10Activity 4 ………………………………………………………………………………………………………………………11Assessment 3: Case Study (NCT)………………………………………………………………………………………….12Question 1…………………………………………………………………………………………………………………….13Question 2…………………………………………………………………………………………………………………….14Question 3…………………………………………………………………………………………………………………….14Question 4…………………………………………………………………………………………………………………….15Question 5…………………………………………………………………………………………………………………….15Assessment 4: Project………………………………………………………………………………………………………..17Activity 1 ………………………………………………………………………………………………………………………….19Activity 2 ………………………………………………………………………………………………………………………….23Activity 3 ………………………………………………………………………………………………………………………….25Student Assessment Workbook – BSBPEF501 4 | P a g e Version 1.1Introduction Unit codeTitleTraining PackageBSBPEF501Manage personal and professional developmentBusiness ServicesTraining Package For further information regarding assessment criteria including- Application of unit Elements and performance criteria Assessment requirements Modification History Performance Evidence Knowledge Evidence Assessment Conditions.Please refer to: https://training.gov.au/Training/Details/BSBPEF501Further Information and SupportTo support your understanding of the assessment process and how to submit your assessment, werecommend that you review the Welcome Handbook available via Moodle. In the FAQs section, youfind additional information on the assessment process, referencing materials and support.Support materials provided and researchWe have provided the following resources to support you with your learning and assessments:• Learner Guides: Information and examples aligned to the unit of competency that you arecompleting• Resource Library: This includes additional materials, templates and readings to support youin your study• Further websites to assist with your knowledge Handbook: Available via our resourcelibrary, a comprehensive list of websites to support your studiesRemember that as part of your course, a level of research will still be required but this will assistyou to gain a deeper understanding of the application of your studies in a real-world application.Student Assessment Workbook – BSBPEF501 5 | P a g e Version 1.1Student DeclarationAccess and read the below link to the Assessment Requirements and Instructions:You will be required to provide a Student Declaration on submission of this Assessment on Moodle.This declaration includes:• I have read and understood the Assessment Requirements and Instructions• None of this work has been completed by any other person• I have not cheated or plagiarised the work or colluded with any other person• I have correctly referenced all resources and reference texts through-out theseassessment tasks• I understand that if I am found to be in breach of policy, disciplinary action may betaken.Student Assessment Workbook – BSBPEF501 6 | P a g e Version 1.1Assessment ActivityThis is a summative assessment. Summative assessments are a measure against a particularbenchmark. It gives an indication of your competence against the benchmark and is often referredto as ‘assessment of learning.’For this unit you will complete the following assessment activities: Assessment TaskAbout this taskAssessment Task 1:Written QuestionsYou must correctly answer all questions to show that you understand theknowledge required for this unit.Evidence Required• All completed questions in the Assessment Handbook.Assessment Task 2:Project: SelfAssessmentYou must complete a self-assessment, obtain feedback from others onyour skills and develop a personal development planEvidence Required• Activity 1: Completed self-assessment• Activity 2: feedback from two (2) individuals on personal performance• Activity 3: Personal Development Plan• Activity 4: Evidence of PD undertakenAssessment Task 3:Case Study: NCTYou must review the information in the case study and complete each ofthe questionsEvidence Required• All completed questions in the Assessment Handbook.• Daily Schedule for team membersAssessment Task 4:ProjectYou must review the information in the project and complete each ofthe activitiesEvidence Required• Activity 1: Conduct research, make presentation and arrange meeting.Completed Meeting Agenda and Presentation• Activity 2: Conduct Oral Communications Skills Presentation Meeting• Activity 3: Complete questions and upload Completed MeetingMinutes Student Assessment Workbook – BSBPEF501 7 | P a g e Version 1.1Assessment 1: Written QuestionsQuestion 1AUsing the internet, research techniques for maintaining health and wellbeing of self and others.List below three (3) techniques, which you would use to maintain health and wellbeing of self andothers #Techniques for Maintaining Health and WellbeingInformation Source(Eg: Weblink)123 Question 1BOutline below, how you would implement the above identified techniques into the workplace. (20-50 words)Question 2Outline two (2) technologies you could use to assist in the planning and prioritising of work tasks #Technologies to plan and priorities work tasks12 Student Assessment Workbook – BSBPEF501 8 | P a g e Version 1.1Question 3Outline five (5) principles and five (5) techniques for each of the following management tasks. ManagementTaskPrinciplesTechniquesPerformanceMeasurement1122334455Personalbehaviours, selfawareness andpersonality traitsidentification1122334455Personaldevelopmentplans1122334455Personal goalsetting1122334455Taskprioritisation1122334455 *** END OF ASSESSMENT TASK 1***Student Assessment Workbook – BSBPEF501 9 | P a g e Version 1.1Assessment 2: Project (Self -Assessment)Activity 1Self-AssessmentComplete the self – Assessment below to measure owe performance as a manager/ leader againstthe provided competency standards.To maximise the benefits of this activity, please answer as honestly as possible. Your answers are notsubject to outcome of this Unit. There are no right or wrong answers, or right or wrong score.This activity is designed to identify areas you need to improve in.Rank your responses to the following questions to determine you overall score #Self-Assessment QuestionnaireAlmost never true1Seldon true2Occasionally true3Frequently true4Almost always true51I’m a good communicator2I’m honest and fair3I make decisions with the input from others4My actions are consistent5I stay focused and follow up6I listen to feedback and ask questions7Creating an atmosphere of growth is important to me8I have a clear vision for the future9I set and document short-term & long-term goals10I develop clear and concise plans11I give praise and recognition12I provide constructive feedback and address problems effectively13I’m tolerant and display flexibility14I’m assertive when needed15I embrace and drive change when needed16I treat others with respect and dignity17I make myself available and accessible18I like to take the lead19Others look to me for direction20I believe a comprehensive induction process for new staff is important21I believe in rewarding staff for good performance22I’m curious nature Student Assessment Workbook – BSBPEF501 10 | P a g e Version 1.1 23I know how to influence people and get support24I admit to my mistakes and take responsibility for my actions25I’m a great listener26I’m a good delegator27I can separate the important issues from the inconsequential ones28I have integrity29I can be trusted30I have great problem-solving skillsTOTAL SCORE Total your overall score. The maximum score is 150 and the minimum score is 30• 135 and above: You are well on your way to becoming a leader• 100 to 134: You are close but need to work on targeted areas of improvement• 30 to 99: Don’t give up! – Many before you have continued their studies and become someof the finest leaders out thereActivity 2Seek FeedbackBSBPEF501-Feedback Template.docx Use the template provided to seek feedback from two (2) individuals on yourown development needs.You must a copy of the email of the returned forms. UPLOAD TWO (2) COMPLETED FEEDBACK FORMS TO MOODLEActivity 3Develop a Personal Development PlanBSBPEF501 –Personal Development Plan Template.docx Once you have received the returned feedback forms, review the informationand incorporate the feedback in your personal development plan.Use the template provided to develop a Personal Development Plan anddocument your own development needs, which align to your personal goals. UPLOAD COMPLETED PLAN TO MOODLEStudent Assessment Workbook – BSBPEF501 11 | P a g e Version 1.1Activity 4Undertake Personal and Professional DevelopmentRecord below the personal and professional development activities you participated in, to supportyour identified needs, priorities and plans. Personal and Professional Development Activities UndertakenList below personal and professional development opportunities you have participated in. Note:these activities must support your goals.Ensure you identify a minimum of one (1) personal and one (1) professional opportunitiesEvidence must be included.#Description of Personal DevelopmentOpportunitiesDateCompletedEvidence ofcompletion/ WeblinkWatch “Big Think” Increase productivity video onYouTubeTodayhttps://www.youtube.com/watch?time_continue=8&v=_0opxKpSYY&feature=emb_title1#Description of Professional DevelopmentOpportunitiesProposed Dateto beUndertakenEvidence/ WeblinkWatch “Management tutorial – Pick the rightmanagement style” video on YouTubeTodayhttps://www.youtube.com/watch?v=g1r5vBJnJAE1 *** END OF ASSESSMENT TASK 2***Student Assessment Workbook – BSBPEF501 12 | P a g e Version 1.1Assessment 3: Case Study (NCT) Case Study BackgroundYou have recently been appointed to assist the National Camper Trailers Human ResourcesManager, by supporting three (3) staff members in the develop of their work goals that align withtheir roles and responsibilities. The staff you have been assigned to assist are as followed:Role Responsibility TasksReceptionist: • Follow company policy &Procedures• Maintain securitymeasures• Operate thetelecommunicationssystem• Communicate effectivelywith all stakeholders• Maintain qualitycustomer service• Maintain professionaland happy persona• Answer and direct incoming calls• Welcome visitors, sign them in and out/issuing visitor badges• Notify personnel of visitor arrival• Keep the reception areas clean and tidy• Replenish water in water cooler as needed• Replenish tea/ coffee/ milk in the staffrooms as needed• Ensure all equipment and lights are turnedon in reception area in the morning andswitched off in the eveningFinance Office: • Follow company policy &Procedures• Maintain securitymeasures• Maintain records andreceipts• Provide quality customerservice to clients andsuppliers• Resolve financial disputes• Support the CFO• Reconcile and replenish petty cash daily• Ensure all equipment and lights are turnedon in the finance department area in themorning and switched off in the evening• Prepare payroll for CFO authorisationweekly• Follow up aged debtors• Pay invoices are directed by the CFO• Develop financial reports/ charts asdirected by the CFO• Assist in preparation of the budget• Reconcile weekly transactions• Prepare Business activity statements• Prepare balance sheetAdministrationOfficer:• Follow company policy &Procedures• Maintain securitymeasures• Maintain records anddatabase• Manage administrationenquiries• Maintain office calendar• Good organisational andproblem-solving skills• Support the CEO• Ensure all equipment and lights are turnedon in the administration department areain the morning and switched off in theevening• Organise filing system• Manage office supplies and place ordersas needed• Manage board room bookings Student Assessment Workbook – BSBPEF501 13 | P a g e Version 1.1 In addition to the above tasks, National Camper Trailers current framework requires all staff todevelop effective relationships with all staff members and build networks with suppliers andstakeholders.In consultation with the three (3) staff members, to discuss their work goals, plans and proposedactivities, the following was ascertained:• Receptionist requested the opportunity to undertake a Diploma of Project Management, inthe hope to one day be able to move into a management position within the company.This course will take approx. 500 hours to complete over a two (2) year period. She alsoexpressed interest in undertaking yoga classes to reduce stress at the end of the day.• Financial Office’s goal is to further develop skills in debit collection to assist in lowering theaged debtors as part of their role responsibility. An online training course in debitcollection as identified, which is approx. 2 hrs in duration and costs $95.00 + GST. He alsoexpressed interest in a long-term (5+ years) personal goal to obtain a Diploma ofAccounting.• Administration Officer has a personal goal to develop a cultural awareness programme atNCT, and facilitate a social events calendar which encourage understanding andexpectance of other culture with an aim to get all cultures mixing effectively together andbuild effective relationships across departments. The Administration Office is verypassionate about effective cultural diversity after experiencing first-hand the difficultiesher parents endured as new Australians. She also expressed interest in developing herorganisational skillsOrganisation Framework Considerations include:• Position Descriptions• Code of Conduct• NCT Professional Development Policy• HR Manual• Performance Management Policy (to be developed)• All relevant legislation and reporting requirements including WHS, privacy, Fair Work,ATO, ASIC and others as necessary Question 1Outline the roles and responsibilities of the three (3) staff members, and any relevant organisationalframework considerations, to assist in the development of work goals. RoleResponsibilityOrganisational framework Student Assessment Workbook – BSBPEF501 14 | P a g e Version 1.1Question 2Develop a Daily ScheduleBSBPEF501 – DailySchedule Template.xlsx Use the template provided: “Daily Schedule” to assess organise andprioritise set daily/ weekly tasks and commitments of each teammember. Identify each individual’s tasks in each day, colour coding each individual, to easily identify tasks foreach role.• Reception• Finance Officer• Administration Officer• All roles to undertakeThis is a summary of the key tasks to be undertaken for each staff member. Think of this as themaster document that a manager could refer to, to determine what is due when and what should behappening within the team.UPLOAD COMPLETED DAILY SCHEDULE TO MOODLEQuestion 3Review the National Camper Trailers Professional Development Policy & Procedure.List four (4) key features of this policy below 1234 Student Assessment Workbook – BSBPEF501 15 | P a g e Version 1.1Question 4Assess the work goals, plans and activities discussed with the three (3) staff members and provideeach of them with feedback below.Ensure your feedback considers alignment with organisational goals RoleFeedback on Goals, Plans and ActivitiesReceptionistFinancial OfficerAdministration Officer Question 5Develop/ expand on work goals for each of the three (3) staff members, ensuring each goal aligns tothe individual’s role and responsibilities.Research and identify one (1) personal and one (1) professional development related activity foreach goal, and reference the information source from your research. RECEPTIONIST – PERSONAL DEVELOPMENT PLANList below personal and professional goals and development opportunitiesNote: these activities must support their role and responsibilitiesEnsure you identify a minimum of one (1) personal and one (1) professional goal andopportunityProposed GoalsProposed ActivityInformationsource/ weblinkProposedTimeframe Student Assessment Workbook – BSBPEF501 16 | P a g e Version 1.1 FINANCE OFFICER – PERSONAL DEVELOPMENT PLANList below personal and professional goals and development opportunitiesNote: these activities must support their role and responsibilitiesEnsure you identify a minimum of one (1) personal and one (1) professional goal andopportunityProposed GoalsProposed ActivityInformationsource/ weblinkProposedTimeframe ADMIN OFFICER – PERSONAL DEVELOPMENT PLANList below personal and professional goals and development opportunitiesNote: these activities must support their role and responsibilitiesEnsure you identify a minimum of one (1) personal and one (1) professional goal andopportunityProposed GoalsProposed ActivityInformationsource/ weblinkProposedTimeframe *** END OF ASSESSMENT TASK 3***Student Assessment Workbook – BSBPEF501 17 | P a g e Version 1.1Assessment 4: ProjectNote: Successful completion of this assessment task is required and will be applied to a number ofUnits of Competency throughout your qualification. Project OutlineThis assessment task requires you to conduct research and make a presentation on OralCommunication Skills in the workplace, including;• How to adapt communication to suit an audience• Questioning techniques• Active listening• How effective communication assists to develop positive working relationshipsFollowing your research and presentation development, you will be required to present yourpresentation to your Trainer/Assessor via a Zoom Meeting or other video conference technologiesand complete follow up processes. How to set up a Zoom MeetingStudent Assessment Workbook – BSBPEF501 18 | P a g e Version 1.1Signing In1. Go to http://zoom.us and click on Sign In.2. You can use the “e-mail” and “password” that you have created, or use your Google (Gmail or GoogleApp) or Facebook account to sign in with.Note: If you do not have a current Zoom account, please click on Sign Up Free to create a new one.Hosting a MeetingIf you do NOT have the Zoom app installed, go to zoom.us and select “Host a Meeting” to start the installation.If you DO have the App installed, see below –1. Open your Zoom app on your desktop and click Sign In.2. Log in using the E-mail and password that you have created, or with Google(Gmail), Facebook, orLogin with SSO.3. Click the downward arrow and select Start with video, then click New Meeting to start an instantmeeting.Student Assessment Workbook – BSBPEF501 19 | P a g e Version 1.1Activity 1Conduct Research, Make Presentation and Arrange MeetingFor this task, you are required to complete each of the following steps:Step 1: Research Communication Skills on the internetConduct research and obtain a reliable source of information to support your presentation on OralCommunication Skills.Complete the following table, by identifying the information you researched and providing theinformation source, eg: Website address or Web-link to site. Description of InformationInformation on Oral CommunicationInformation SourceWebsite/ Web-Link Student Assessment Workbook – BSBPEF501 20 | P a g e Version 1.1Step 2: Make a presentation on Oral Communication SkillsYou are required to create a five (5) minute presentation on Oral Communication Skills, with amaximum of six (6) slides.You may use the template provided, or make your own in any Microsoft software application.PresentationTemplate -Oral Communication.pptxThe following topics are to be included in your presentation:1) How to adapt communication to suit an audience– Diversity and different roles within the organisation2) Questioning techniques– Including open ended questioning3) Active listening4) How effective communication assists to develop positive working relationshipsNote: A copy of this Presentation must be included in youremail to your Trainer/ Assessor in Step. 4.Student Assessment Workbook – BSBPEF501 21 | P a g e Version 1.1Step 3: Develop Meeting AgendaUsing the template provided, develop a Meeting Agenda for your Oral Communication SkillsPresentation Meeting.MeetingAgenda.docxYour Meeting Agenda must include each of the following:• All sections of the Agenda must be completed• The Meeting Name is: Oral Communication Skills Presentation Meeting• You will be the Chair and presenter at the meeting• Purpose of the meeting is to communicate and present the importance of effective oralcommunication skills in the workplace• Agenda items are to include: Welcome, Presentation, Questions and Close.• This meeting should be approx. ten (10) minutes and not exceed fifteen (15) minutes.Note: A copy of your Meeting Agenda must be included in youremail to your Trainer/ Assessor in Step. 4.MEETING AGENDA Meeting Name:Meeting Date:Meeting Time:Meeting Chair:AttendeesLocation:Purpose statementAgenda itemPresented byName of person who willpresent agenda item.DurationAssigned length ofpresentation anddiscussion. Student Assessment Workbook – BSBPEF501 22 | P a g e Version 1.1Step 4: Email your Trainer/AssessorSend an invitation email to your Trainer/Assessor to schedule a date and time for this meeting, usingappropriate communication conventions. Your email must use professional language and be free offormatting and spelling errors. Included in your email, you must brief the meeting minute taker(your Trainer/ Assessor) on how to record the meeting minutes.Attach a copy of each of the following documents:o A copy of your completed Oral Communications Skills Presentation; ando A copy of your completed meeting agendaAs part of organisational requirements, your email must include the following:• Utilise appropriate and professional language to request a meeting time• Must include a formal workplace greeting• Must include an email signature containing:o Your full nameo Your role (state student of xxx- which course you are enrolled in)o Your location (state only)o Your email addresso Your contact numberNote: Once you send your email, you must also upload a copy of your email,and attachment (Meeting Agenda and Presentation) to Moodle.Student Assessment Workbook – BSBPEF501 23 | P a g e Version 1.1Activity 2Conduct an Oral Communication Skills Presentation MeetingYour Trainer and Assessor will have confirmed a meeting date and time with you and you are nowrequired to conduct your presentation meeting.Linking to your Meeting Agenda, you must complete the following: Welcome• Welcome the Trainer/Assessor to the Presentation Meeting• Provide a brief overview of the meetingPresentation• Conduct your Oral Communication Skills Presentation• This should not be more than five (5) minutes and address all dotpoints as defined in Activity 1, Step 2.Questions• You must ask at least three (3) questions to your Trainer/Assessor• These questions can relate to the course, your presentation oryour first assessment• The questions must use both open and closed questionsClosing• Close the meeting and inform the assessor of when you willfinalise this assessment. Complete the details of individual who assisted in the Meeting Roleplay: #RoleName of Individual playing that roleMinimum of two (2)1Chair2Minute Taker / Attendee Complete the meeting start and finishing time below: Meeting Start TimeMeeting Finish Time____________ am/ pm____________ am/ pm Student Assessment Workbook – BSBPEF501 24 | P a g e Version 1.1TO BE COMPLETED BY YOUR ASSESSORPlease leave blankORAL COMMUNICATION SKILLS PRESENTATION MEETINGRoleplay Observation Checklist Date of Meeting Assessed:Name of student beingassessed (Chair):Minute Taker (Assessor)Meeting start time:Meeting end time:Assessors are to select Yes or No for whether the task was completed to the required level. Where the assessorselects No, commentary about improvements are to be made. Any item marked no, results in a not yet satisfactoryresult. Final commentary in the Assessors comments is a summary of the assessment.Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactoryoutcome for every line item and each dot point.Did the Student:YesNoCommentsWelcomeAdapt personal communication style to build trust andpositive working relationships and to show respect forthe opinions and values of others☐☐PresentationUsed appropriate vocabulary☐☐Adjusted language and presentation features tomaintain effectiveness of interaction☐☐Correct tone used to present ideas, give advice andmake suggestions☐☐QuestionsParticipates in discussions using listening andquestioning to elicit the views of others and to clarify orconfirm understanding☐☐Broaden understanding of task requirementsto gather and evaluate information☐☐seeks advice using language and non-verbal featuresappropriate to audience and context☐☐Show respect for the opinions and values of others☐☐ClosingConfirm meeting outcomes through negotiation☐☐ Outcome for Task: □Satisfactory OR□ Not yet satisfactoryAssessors Comments (Assessors must insert a comment to explain any instance where a student does not achievea satisfactory outcome for a specific item).Assessors Signature:Date: Student Assessment Workbook – BSBPEF501 25 | P a g e Version 1.1Activity 3Complete the following Questions on your Oral Communication Skills Presentation MeetingQuestion 1On a scale of 1-5 how would you rate your overall presentation. Tick (✓) in appropriate box below: 1Not happy at all2Below Average3Average4Good5Very Good Question 2Identify below two (2) areas you could improve on. #Areas of Improvement12 Question 3.The Minute Taker has informed you that they are having IT issues and cannot complete the minutes,send you the minutes to be signed or store and upload as required.You have offered to complete this required task on their behalf.Using the template below, complete the Meeting Minutes which reflect a true and accurate recordof the meeting and upload to Moodle.Note: Please ensure you remember to sign the minutes as the Chair.Note: Upload completed Meeting Minutes to Moodle.Student Assessment Workbook – BSBPEF501 26 | P a g e Version 1.1MEETING MINUTESConfidentialityMeeting attendees are bound to maintain confidentiality with intellectual property and will not in any way discloseprocess, strategy, circumstances or outcomes with a third party, other than the purpose of assessment outcome.Conflict of InterestMeeting attendees must act to ensure that any conflicts of interest which might arise or be perceived and thatappropriate steps have been taken to eliminate any suggestion of inappropriate or unethical action/s. Item #DescriptionOwnerDocument/Endorsement.122.133.14.4.1 Note: Add and subtract sections as requiredMeeting Closed:Signature of Chair:***END OF ASSESSMENT TASK 4*** Meeting Type:Date:Location:Time:Chair:Minute Taker:Invitees:
