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Case Study – WORLDUCATION

Worlducation is a social startup that manufactures tablet computers for primary school students. They not only focus on the hardware, but they also have a competitive team creating software, content and activities to better engage and educate the students. 

Worlducation aims to change the way children learn at school by implementing artificial intelligence technology that can follow up on each child’s progress and adjust to their needs as they learn, creating the optimal path learning experience.

So far, Worlducation only sells their tablet computers business to business (B2B) as they realised that their content and hardware proved most effective when a whole classroom was using it, and a teacher was coordinating the activities. Also, this helped the sales team focus on larger sales, and minimised the potential number of problems that could arise from individual customers. However, the long-term plan is to also tackle a business to consumer strategy (B2C). 

What makes Worlducation completely different from their competition is that they envision a world in which every child learns how to read and write – a world without illiteracy. Given this vision, for every classroom that buys their products, they donate and train a classroom somewhere around the world that can’t afford the same technology. Furthermore, they connect the two classrooms (those who bought the products and services and those who received the donation) so that they can grow together and collaborate throughout their learning cycle. 

Worlducation was founded in 2016, and by the end of 2019 they had sold over 35,000 tablets to over 550 schools in 23 countries, generating revenue in hardware sales and software subscriptions. 

Worlducation headquarters are in Sydney’s CBD but they have a development team in Bulgaria, a manufacturing team in Hong Kong, and operation and sales/marketing staff in Colombia, Egypt, Iceland, Russia and the Philippines.

Its management structure is shown below:

Worlducation’s organisational structure is shown in the figure below.

Each team (e.g. sales team, finance team, operations team) are required to attend a weekly team meeting. The executive team (managers, CFO and CEO) also meet weekly.

Additional information specific to the developing the sales team’s personal and professional work goals:

Worlducation has a complex supply chain that begins when a sale is made usually via a sales representative or through and online enquiry that is handled by the sales team. Sales are recorded in an internal Enterprise Resource Planning System (ERP System) which notifies the operations team that an order needs to be delivered. The operations team verify the sales order and authorise the delivery of a manufacturing request to the factory in Hong Kong. Manufacturing team in Hong Kong notes the order specifications and delivery details and incorporates this within its production schedule. The order is manufactured and the operations team arrange freight and shipping directly to the customer. The sales team contacts the customer to make sure they are satisfied with the delivery and final product.

Call centre staff receive calls from customers to answer basic questions related to an order status and to address complaints.

Advertising staff create adverts (for multiple mediums) and manage the social media pages of Worlducation.

In line with the strategic plan, sales representatives are required to make sales that contribute to the 10% profit p.a. target. They are also required to establish 5 new leads per month and for every 5 leads, make one sale. Call centre staff should resolve 90% of all customer inquiries on the first call and receive a 95% customer satisfaction rating for the calls they take. Advertising staff should have no social media posts that require external intervention (e.g. Twitter removing a tweet) and information in adverts should be 100% accurate.

Worlducation started 2020 with a huge sale to a school in Portugal. Although it was a great start, the context for the rest of the quarter was highly uncertain due to COVID-19. Surprisingly the pandemic brought hundreds of new leads and that led to an unprecedented growth that brought alongside dozens of operation and production problems.

The factory in Hong Kong closed down for 1 month due to government restrictions limiting supply, the sales team was overwhelmed with sale meetings over ZOOM, the tech-support team had to re-adapt the software to remote learning for many of the schools, and the founders had to start thinking on how education was going to change after this worldwide event.  Sales representatives felt confused about how their job roles had evolved and were unsure of what was expected of them.

Many sales representatives felt uneasy about maintaining client relationships and support without face-to-face in person interaction and client feedback showed a mismatch between their requirements and those offered by the software adaptations. The advertising staff had incorrectly advertised the functionality available on the adapted software. Further investigation by the sales manager revealed that sales representatives needed development in asking the correct questions to fully understand the quickly evolving needs of individual clients.

Since COVID-19 and the closure of the factory due to government restrictions, of the 2000 tablets due to be shipped by April, only 500 were completed on schedule. This resulted in numerous customer complaints. Call centre staff felt ill equipped to handle the number of complaints and deal with emotional clients.

The CEO has asked the sales manager to manage the personal and performance development of the sales team to address the new challenges they face. The performance development must address the gaps in the skills and knowledge of the sales team to achieve 100% customer satisfaction, but not incur any additional costs. The CEO would review progress in 8 weeks time.

Additional information specific to the assessing the sales team’s personal and professional work goals:

After a period of time, all sales team members had submitted their personal and professional development plans (as per policy and procedure requirements).

Three of the plans are shown below:

Role description

Role: Sales representative

Key competencies:

Able to maintain positive customer relationships

Able to use ERP system

Excellent communication and interpersonal skills

Organisational skills to fulfill duties (e.g. team meeting).

Development requirements

Personal: Organisational skills to manage multiple zoom calls

Professional: Maintain positive online customer relationships

Goals

Performance development opportunities

Time frame

Priority

Incentives/rewards

Successfully schedule and attend all Sales meetings on zoom

Coaching

8 weeks.

1

Day off work

No customer complaints

Role-playing difficult conversations

8 weeks.

2

Cash bonus

Role description

Role: Call centre staff

Key competencies:

Use technology to solve customer queries

Communication skills to manage emotional customers

Organisational skills to manage workload.

Development requirements

Personal: Manage anxiety due to increased workload.

Professional: Deal with emotional clients.

Goals

Performance development opportunities

Time frame

Priority

Incentives/rewards

Successfully diffuse 98% of emotional situations on a call.

Watch and learn from simulated role-play interactions

8 weeks

2

Cash reward

No sick days due to anxiety.

Mentoring sessions.

8 weeks

1

Work pays for yoga sessions.

Role description

Role: Advertising staff

Key competencies:

Design and develop adverts for multiple mediums.

Attention to detail.

Organisational skills to manage work load.

Development requirements

Personal: Improved attention to detail.

Professional: Improve digital advertising skills.

Goals

Performance development opportunities

Time frame

Priority

Incentives/rewards

No errors on adverts submitted for approval.

Checklist.

8 weeks

1

Salary increase.

Reduce time to create digital adverts by 20%.

Attend training course.

8 weeks

2

Better time management (intrinsic reward)

Additional information specific to your own role and responsibilities:

All managers should be competent in planning and organising, have good inter-personal skills, are able to coach and train and guide staff member to achieve personal and organisational goals. Performance is measured by:

the peer reviews rating received from team members

CEO’s review of your work.

contribution to organisational profit

staff retention.

After a period of time, the sales team was given the opportunity to provide feedback on the sale’s manager’s performance. Many team members mentioned the manager’s abrupt manner which left them unsure of their standing with him. The CEO was delighted that most activities scheduled by the sales manager were completed within budget and on time. No additional costs were incurred in the personal and professional development of staff. However, there were still too many customer complaints and the CEO was concerned that the sales manager’s organisational skills needed improvement to successfully prioritise tasks and decrease customer complaints by another 20%. The CEO requested that the sales manager address his own personal and professional development and then follow up in 4 weeks to discuss progress.

When prioritising work, the customer is always put first.

Additional information specific to health and wellbeing of the sales team:

In addition to improving their own persona performance, the CEO has mentioned the following complaints from HR from sales team members:

The sales representative has complained about headaches and stiff shoulders from increased computer work.

The call centre rep has taken an unusually high number of sick days due to anxiety.

The advertising staff is struggling to manage home and work commitments.

Strategic Plan 2020 – 2022

Welcome

Welcome to the Strategic Plan for Worlducation.

This document sets out our vision for the next two years and how we hope to achieve it.

We hope you enjoy reading this document.

Lucas Lopez

CEO

Worlducation

Executive Summary

Founded in 2016, Worlducation is a social startup that manufactures tablet computers for primary school students. Our focus is not only on the hardware, but also creating software, content and activities to better engage and educate primary school students.

Worlducation aims to change the way children learn at school by implementing artificial intelligence technology that can follow up on each child’s progress and adjust to their needs as they learn, creating the optimal path learning experience. Worlducation envisions a world in which every child learns how to read and write – a world without illiteracy. This is why, for each classroom that buys our product, we donate and train a classroom somewhere around the world that can’t afford the same technology. We then connect the classrooms together so that they can grow and collaborate throughout their learning cycle.

Vision Statement

To see a world without illiteracy.

Mission Statement

To be the change and facilitate a world without illiteracy by changing the way children learn at school and the number of schools that have access to technology.

Our values are:

Core values underpinning our activities are:

Ethical principles

Innovation

Collaboration.

Strategic Priorities

To be well led, high performing, profitable and accountable.

Ensure that all financial operations, performance indicators and results support the strategic policies

Identify new and expand existing sources of revenue and ways to help more classrooms in need.

Achieve profits of at least 10% per annum.

Increase our reach

Increase range of products and services offered to reach a larger target market

Increase sales to increase donations to needy classrooms.

Continue building deeper customer relationships

Customer-centred practice, with a focus on meeting their total needs for high-quality technology

Strengthen the skills of our people, to better support customers

Drive innovation to better meet customer demands

Attract, engage and develop the best staff

Continuing the drive to a customer centred, high performance workforce and culture

Strengthening the skills of our people, to better support customer needs

Empowering innovation and responsiveness to change

Continuing to enhance the diversity of our workforce

Exploring the use of technology in human resources.

The Market

The technology market is a growing and ever-changing industry due to the rapid rate that technology is being updated. Emerging technologies include artificial intelligence and the Internet of Things (IOT). There is an increasing focus on cyber security.

Due to the global pandemic, the issues with the manufacturing industry have impacted on the supply of hardware components.

The trend for consumer spending during the pandemic has taken a downturn but this has not affected the ICT industry as due to more people working form home, consumer appetite for tablets has increased.

Situation Analysis

Strengths

Weaknesses

Value and quality

Strong management

Customer loyalty

Friendly organisational culture

Level of available finance for investment

Brand name not developed as well it could be

Growing organisation

Opportunities

Threats

Schools needing to upgrade technology

Opportunities to offer a range of services

Opportunities for synergies across all services and products

High level of competition

Economic downturn meaning less spent generally

Failing to satisfy clients demands

Marketing Strategies

Our marketing strategies aim to:

Build our brand

Generate leads now

Convert those leads quickly

Have every part of the business supporting each other

We plan to develop our market share by:

Improving our marketing and advertising

Continually improving the quality of service given to clients

Maintaining effective communication channels with all stakeholders to ascertain industry requirements and then develop products and manage services accordingly

Continually improving communication channels with all our stakeholders, ensuring a flow of timely and accurate information to facilitate effective planning and decision making

Targeting identified growth markets with planned, market appropriate campaigns employing a variety of promotional strategies and advertising mediums

Offering attractive fee structures to our clients

Continually improving the skills, knowledge and effectiveness of our team through our commitment to training and development

Regularly reviewing the effectiveness of all our operations and making improvements when and where necessary

Employee Training and Development Policy and Procedures

Policy brief & purpose

This policy refers to Worlducation’s learning and development programs and activities for all staff members. Worlducation aims to help employees extend their knowledge and acquire new skills to do their jobs better. We want our employees to feel confident to find new ways towards personal development and success.

Scope

This policy applies to all permanent, full-time or part-time, employees of the company. Employees with temporary/short-term contracts might attend trainings at their manager’s discretion.

Employees, managers and executives should collaborate to build a continuous professional development (CPD) culture:

The employee is responsible to seek new learning opportunities

The manager is responsible to coach their teams and identify employee development needs

Training and development includes:

Formal training sessions (individual or corporate)

Employee Coaching and Mentoring

Participating in conferences

On-the-job training (e.g. simulations)

Employee discussion forums

Job shadowing

Job rotation

Subscriptions or educational material

Individual training programs

All employees that have worked for the company more than four months are eligible to participate in external training programs individually or in teams.

Employees can choose to attend as many training programs as they want, provided they don’t exceed the budget and day limit.

All trainings should consider what employees need and how they can learn best. This is why, we encourage employees and managers to consider multiple training methods like workshops, e-learning, lectures and more.

Individuals are to complete individual personal and professional development plans using the Worlducation Development Plan template.

Expert training

Experts (internal or external) may be required at certain times, for example:

Equal employment opportunity training

Diversity training

Leadership training for managers

Conflict resolution training for employees

Training new employees

Training teams in company-related issues (e.g. new systems or policy changes)

Training employees to prepare them for promotions, transfers or new responsibilities

Other types of training

Both employees and their managers are responsible for continuous learning. Employees should show willingness to improve by asking their managers for direction and advice. Managers should do the same with their own superiors, while encouraging and mentoring their subordinates.

Employees and managers are responsible for finding the best ways to approach learning. They can experiment with job rotation, job shadowing and other types of on-the-job training (without disrupting daily operations). We also encourage employees to use their rights for self-paced learning by asking for educational material and access to other resources within allocated budget.

General guidelines:

Managers should evaluate the success of training efforts. They should keep records for reference and better improvement opportunities.

All employee development efforts should respect cost and time limitations, as well as individual and business needs.

Employees should try to make the most out of their trainings by studying and finding ways to apply knowledge to their work.

Development plan template

Role description

Role:

Key competencies:

Development requirements

Personal:

Professional:

Goals

Performance development opportunities

Time frame

Priority

Incentives/rewards

1.

2.

3.

Internal Communication Policy and Procedures

Worlducation aims to enhance and streamline communications (internal and external) to reinforce the vision and strategic priorities. As such, we will continue to develop and trial new communication platforms, channels, and tools to improve information sharing and collaboration between all staff members.

This policy is to be implemented in a way that ensures compliance with relevant legislative requirements and standards of best practice.

Worlducation expects that staff will use the channels and for business purposes only and comply with all relevant policies and procedures, the Code of Conduct.

Communication channels

Worlducation has a number of internal communication channels available, including:

Channel

Purpose

Project or action plans

All plans should be updated to show completion of each action/process or task.

Feedback

Regular informal feedback should be given either via a conversation (in person or telephone) or via through review-comments on documents.

Staff bulletin

This contains Information from the executive to staff which is important and relevant to their interests, including training, employment vacancies and important announcements.

Contributions for the Staff Bulletin must be approved in advance by the contributor’s relevant manager before being sent to the communications officer for review and inclusion.

Staff surveys

These are used to gather information and feedback from all staff members. Surveys should be sent to staff via email link.

Worlducation intranet

The intranet provides important information for staff in an easily accessible location.

The intranet is to be used for conveying information which is important and relevant from the executive team to staff. It is the responsibility of the person contributing the content to ensure the content is factually correct. All contributions must be approved in advance by the contributor’s relevant manager.

Enterprise social networks (e.g. Yammer, Facebook)

These may be used by groups of staff to collaborate and communicate on projects online (e.g. to share and comment on work-related ideas, news and activities). Personal use of these platforms may not be used during work hours. Use of these networks must comply with the Social Media Policy.

Meetings and conversations

The first option should always be a conversation (face-to-ace, telephone etc.). If the conversation includes importance, consequences, deadlines, negotiation, outcomes etc, they must be followed by a summary email or document.

All Staff emails

Emails are used for messages to and between staff. Staff are required to read all their work-related emails.

Email distribution lists

Email distribution lists may only be used by the executive team and should adhere to the Privacy policy.

© 2020 RTO Works 1

__MACOSX/._BSBPEF501 Simulation Pack.docx

BSBPEF501 Student Guide 21-04-21.docx

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STUDENT GUIDE

BSBWRT301 Write simple documents Trainer Guide

MANAGE PERSONAL AND PROFESSIONAL DEVELOPMENT

BSBPEF501

BSBPEF501 Manage personal and professional development | 3

First published 2021

RTO Works www.rtoworks.com.au

[email protected]

0452 157 557

© 2021 RTO Works

This resource is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review as permitted under the Copyright Act 1968, no part may be reproduced by any process without written permission as expressed in the RTO Works License Agreement.

The information contained in this resource is, to the best of the project team’s and publisher’s knowledge true and correct. Every effort has been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any loss, injury or damage arising from such information.

While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of any errors and any suggestions for improvement. Readers are invited to write to us at [email protected] .

Business Works is a series of training and assessment resources developed for qualifications within the Business Services Training Package.

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Contents

Overview 4

Topic 1: Developing goals for yourself and your team 5

Topic 2: Facilitating the achievement of work priorities 14

Topic 3: Develop and maintain professional competence 21

Overview

The Student Guide should be used in conjunction with the recommended reading and any further course notes or activities given by the trainer/assessor.

Application of the unit

This unit describes the skills and knowledge required to implement systems and process that support the personal and professional development of self and others.

The unit applies to individuals working in a range of managerial positions who are accountable for the development and performance of others.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Learning goals

Learning goals include:

You are able to develop goals for yourself and your team.

You are able to manage and prioritise the different aspects of work.

You are able to develop yourself and your team to maintain competence.

Topic 1: Developing goals for yourself and your team

Most organisations set strategic goals on an annual basis. These goals are set with the organisation’s mission and vision in mind, and provide clear direction for employees and teams in performing their day-to-day tasks.

Managers set goals for their teams to create a common focus and enable team members to work as a cohesive and collaborative unit. Team goals are usually broken down into challenging, meaningful goals or tasks for each team member to ensure work is carried out and that the organisation reaches its objectives.

The organisational framework

It is necessary for a manager or supervisor to have a good understanding of their organisation and its plans before setting goals for themselves and their team members. An organisational framework involves understanding everyone’s role within the organisation and how they should work together in light of business plans, strategic plans and operational plans.

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Image by Dylan Gillis on Unsplash

Business Plan

A business plan is a documented set of business goals, objectives, target market information and financial forecasts. The business plan is usually relevant to a specific period of time such as one or two years.

Preparation of a business plan is particularly important when establishing a business, although it should also be regularly reviewed and updated as required.

Strategic Plan

A strategic plan for a business is a framework for growth and steps to achieving long term success.

It includes the company's mission and vision statement, as well as its goals and objectives and how to utilise current resources to achieve these goals.

Operational Plan

An operational plan is a detailed plan used to provide a clear picture of how a team, section or department will contribute to the achievement of the organisation's strategic goals.

It is written by taking specific strategies from the company’s strategic plan, and adapting them to short term goals.

Plans an organisation has can influence personal or team work goals. As an example, an organisational objective may be to increase profits. Therefore, personal and team work goals will need to be structured to achieve this depending on the role.

A business plan is usually developed to set up a business, whereas a strategic plan is used for implementing and managing the strategic direction of the organisation. An operational plan is usually informed and defined by a strategic plan.

An organisational framework provides a structure for arranging individuals and groups in order to achieve the organisation’s objectives. It provides a basis for defining job roles, responsibilities, reporting lines, and compensation for each employee. There are different organisational frameworks and the way they are designed is based on the purpose for and values of the organisation.

Employees, or teams of employees are usually arranged into different business units or departments. These units should have similar goals and responsibilities that can be managed by one or several senior employees or managers. In the case of a small organisation, there may be a small number of departments, for example manufacturing, human resources and finance, with just one or a few managers overseeing staff and having the responsibility for ensuring that organisational goals are reached. In large organisations there are usually many levels of management, including top executives, managers and supervisors for different business units.

When the organisational structure is established, job descriptions can be clearly defined. Job descriptions should reflect the skills and knowledge required to do the job and what the expectations are of each employee, to help meet the organisation's goals.

Managers are responsible for documenting the responsibilities of their team members and outlining the tasks that they will be held accountable for. Responsibilities refer to the day-to-day duties of a team member as per their job description.

As an employee of an organisation, you have to ensure that you understand your role and responsibilities and follow all your organisation’s policies and procedures relevant to your job.

You may need to comply with various legislation that may be relevant to:

· Work Health and Safety

· Privacy and confidentiality

· Discrimination, etc.

Furthermore, there will be policies and procedures that will require compliance such as:

· Written communication

· Professionalism

· Teamwork

· Record management

· Practice standards.

Other responsibilities within the organisation include:

· observing the management structure

· supporting others throughout the organisation

· meeting documentation requirements

· maintaining records correctly.

Meeting these responsibilities will enable you to contribute to the productivity and good image of the organisation.

Managers or team leaders are responsible for delegating tasks to their team and for providing direction and support in carrying out tasks. An effective manager will schedule and hold meetings with their team, facilitate discussions and collaboration, maintain a team calendar and supervise and support the members of the team.

Employees can contribute to achieving overall team goals when they have a clear idea of their own role and responsibilities. Some other benefits of having clearly documented responsibilities for each team member include:

· Increased overall team productivity and success

· Increased morale and momentum

· Avoiding duplication of work

· Better team cohesion and collaboration

Activity: Read

Setting goals for employees is important. Read more at the link below.

Article: https://www.businessnewsdaily.com/15865-employee-goal-setting.html

What are some examples of employee goals?

Why should you develop employee goals?

How do you set SMART goals? How do you set HEART goals?

How do you track and measure goals?

Take any notes to summarise what you have read and keep for future reference.

Supporting others to develop work goals

A manager or supervisor can support the development of overall work goals by setting clear goals for their team. Some general team goals might be to:

· boost work performance

· finish projects on time

· increase your organisation’s status in the industry

· strengthen relationships with stakeholders.

Some specific team goals aligned with organisational goals might be to:

· bring in $1,000,000 in new sales revenue this year

· generate 10 new business leads every month

· test and implement a new software within the next six months

· take part in a personal development activity by the end of the year.

Goals should be clearly communicated and regularly referred to, at team meetings. As a manager you should be able to explain why goals are important and what will happen if they are not achieved.

Your team members should have the necessary skills to work towards their individual goals. If not, they should be given access to training, mentoring or coaching so that they can contribute positively to the organisation. From time to time, it may be necessary to relieve some team members of some of their duties so they can work on priority tasks.

Managers can also support team member development by welcoming the ideas of the members of the team and sharing their own ideas and knowledge.

As a manager, it is important to set a positive example through establishing personal work goals.

A picture containing person, table, indoor, window  Description automatically generatedPositive modelling is a method of coaching, mentoring and discipline targeted at reinforcing positive workplace behaviour and performance. Businesses use positive modelling as part of employee and management training and development programs to enhance their organisation’s capabilities.

You can also be a good role model by managing your time well, prioritising tasks and showing respect and concern for others’ needs. This is especially true when dealing with team members who may have diverse needs.

Image by Fauxels on Pexels

Good managers provide their team members with regular, honest feedback. Constructive feedback, whether negative or positive, is an effective way of discussing performance and it aids in the development of staff.

Performance standards provide the employee with specific performance expectations for each major duty. They are the observable behaviours and actions, which explain how the job is to be done, plus the results that are expected for satisfactory job performance.

Key performance indicators (KPIs) should be set for every responsibility a team member has for completing a task. A KPI is a quantifiable measure of performance over time and is an observable, specific indicators of success. Managers can support employees to set development goals through assigning meaningful, reasonable and attainable KPIs to their tasks.

Take the time to ask employees what skills they would like to develop both personally and professionally. Then, offer your support to help your team members reach them.

Employees should practice self-awareness and reflect on their behaviours in the workplace in order to improve themselves. When setting personal development goals, an employee may have to re-evaluate their work ethic, their workplace relationships and productivity.

Understanding how different personality types influence the way a person works, can help individuals set suitable goals. Identifying your own strengths and weaknesses and learning what is important to other personality types, can improve harmony in the workplace.

The Myers-Briggs type Indicator provides insights into people’s natural tendencies for using their minds and uses four different scales:

Indicator

Extraversion (E)

Introversion (I)

What energises you and gets you excited?

· Draws energy from the outside world

· may be from people, things, activities or interaction with others

· Draws energy from the internal world

· may be emotions, impressions or ideas

Sensing (S)

Intuition (N)

Where do you put most of your attention?

· Uses the five senses to interpret information

· Uses the sixth sense to interpret information

Thinking (T)

Feeling (F)

What do you value most when making a decision or judgment?

· Preference to organise and structure information

· Makes decisions in a logical, objective way

· Preference for using a personal, value-oriented way to organise life and make decisions

Judging (J)

Perceiving (P)

What do you show outwardly most of the time?

· Preference for living a planned, organised life

· Makes decision easily

· Preference for spontaneity and being flexible

· strong on information gathering

Activity: Read

Setting personal work goals can help you succeed in your career:

Article: https://www.lifehack.org/798287/personal-goals-for-work

Also read about the Big Five personality traits here:

Article: https://www.truity.com/book/big-five-personality-model

Take any notes to summarise what you have read and keep for future reference.

Activity: Watch

Watch the video about setting work goals for employees.

Video: https://www.youtube.com/watch?v=M2OPEUjBYdw (04:06)

Take any notes to summarise what you have learned and keep for future reference.

Assessing team member goals

Personal and professional development goals of every member of a team should align with the goals and plans of the organisation, in order to reach organisational objectives.

Setting goals for personal development involves employees assessing themselves and identifying the areas in which they can improve. This will include evaluating their current strengths, weaknesses, skills and capabilities and developing a plan for personal growth. Personal development can lead to career advancement, increased productivity and better relationships at work.

Some examples of personal work goals may be:

· Defining priorities and maintaining your own work-life balance

· Developing your emotional intelligence

· Improving communication and listening skills with colleagues and teams

· Managing your own wellbeing

A personal development plan (or PDP), enables employees to improve their performance and reach their full potential, to the benefit of the organisation.

In addition to personal development, goals should be set to ensure the professional development of every employee. Managers have the responsibility to create opportunities for formal and informal professional development.

Professional development is not the same as training; training teaches a skill or fills in a gap, but professional development has the future of the organisation in mind by investing in their people.

Professional development goals may include:

· Familiarising yourself with new technology

· Improving your presentation skills

· Developing your own strengths, knowledge and expertise

· Gaining product knowledge.

Activity: Research

Use the Internet to find an example of a Personal Development Plan.

What are the types of information you would include in a PDP for yourself or for an employee?

Take any notes to summarise what you have read and keep for future reference.

Activity: Reflect

Reflect on your current job or a previous job you’ve had.

· What are your career ambitions?

· What are your current skills and capabilities?

· What are some of your strengths and weaknesses?

Write your thoughts down and keep your notes for a future activity.

Activity: Develop

Search the internet for an example of a Professional Development Plan.

Work in groups of 3-4 students for this activity. You will now practice writing a Development Plan. You may download a free template or create your own.

· Each member of the group should list at least three professional work goals (specific or general) based on the position description for their current or previous role.

· Using the SMART goal criteria, prioritise the three personal work goals and create a SMART goal for each. Be clear about the steps you will take to achieve each goal, the support you will need and the timeframe.

· Practice providing support to the other members of your group by making suggestions and providing feedback on their professional development plan.

Your trainer/assessor will provide your group with feedback.

Activity: Research and discuss

In what ways can a manager help their team members to align their workplace behaviours, practices and commitment to an organisation’s mission and vision statements?

Find an example of a mission and vision statement to illustrate your answer.

Giving your team access to development opportunities

Every manager must facilitate the personal and professional development of their staff.

Employees need to see a path forward in the organisation, this may involve opportunities to learn new skills, work with new people or be exposed to more responsibility.

For most organisations, an agile approach is needed and this is achieved through ongoing discussions with employees. Managers should communicate the options and support they are willing to offer for their employees’ development and demonstrate their commitment to employee interests and needs.

If teams are working remotely, managers should communicate frequently and on a one-to-one basis in order to stay up to date with the career ambitions and expectations of team members. In the case of employees working remotely, virtual training opportunities can be a budget-friendly option and help employees to feel connected to the organisation and its goals. Examples of this may be video sessions with guest speakers or allowing your employees to engage with industry experts through online networking.

Leadership must be invested in developing internal talent. As a first step to setting goals, an employee can complete a questionnaire about their strengths, weaknesses and how they would like to advance their careers. This provides the ideal opportunity for the manager to align the employee’s goals to that of the organisation.

Managers can help employees identify performance gaps and together with the employee, determine how the needed knowledge and skills may be acquired.

The Human Resources department within larger organisations can provide resources for development so that a manager or supervisor has no need to research the options from scratch. Together with their manager or supervisor, an employee can develop a plan that contains steps and timelines for development.

Whether you are a manager or an employee, you are responsible for taking ownership of your own personal and professional development – you need to look for your own opportunities.

Personal and professional development opportunities may include:

· Formal training

· Providing or subsidising continued education

· Participation in professional organisations

· Increased responsibilities

· Attending courses, workshops, conferences to gain industry knowledge

· Self-development through reading and research

· providing an employee opportunity outside his or her job function

· establishing a formal mentoring program

· Job shadowing, and so on.

You might give employees access to an internal content hub with resources including videos, articles, podcasts and more to help them stay informed. Another options

Activity: Research and discuss

There are a number of measures that can be used to assess and monitor performance and facilitate development.

· Consider your own position or a position you have held previously. How can you ensure that goals you have set are being achieved? How can performance be measured?

· Research the internet to find personal and professional development opportunities that would be relevant to your role.

· How can a manager facilitate development that’s catered to team and individual needs?

Activity: Reflect

Have you ever had formal feedback given at a workplace? How did this take place? Was it a positive or negative outcome? Did you take on the feedback and action the recommendations or not bother following it up?

Have you given any feedback be it formal or informal? Was it hard to provide feedback, if so, why?

Do you take on board informal feedback or responses that you notice in your workplace (for example someone may keep making mistakes and suggest that your instructions can sometimes be difficult to understand)?

Topic 2: Facilitating the achievement of work priorities

In the modern-day workplace, employees are expected to perform at a high level of productivity and to a high standard. Because competition in any industry is fierce, businesses must protect and develop their workforce in order to prevent them from being overworked and overwhelmed.

Personal, team and organisational demands

Prioritising personal, team and organisational demands is an important skill.

Time management refers to the way a person organises and plans how long they will spend on specific activities.

Effective time management can result in a number of benefits such as greater productivity and efficiency and less stress. The consequences of managing time poorly can include missing deadlines, a poor reputation and higher stress levels.

Time management can be a challenging task for a busy manager. Like prioritising tasks, however, it is very important to ensure that all tasks are achieved.

Poor time management skills can result in:

· missed deadlines

· poor work quality

· unwanted stress

· poor professional reputation

· work and life imbalance.

There are many advantages with proper management of time. In your working life, time management can benefit you in the following ways:

· Deliver work on time

· Better quality of work – more time spent on important tasks

· Improved productivity and efficiency

· Less stress and anxiety

· Improved quality of life

· More opportunities for career growth.

Steps for better time management:

· Plan: make smarter decisions about the right time to do a task and use a planner or planning software.

· Prioritise: figure out the most important tasks and the ones that are urgent. Schedule time blocks to attends to these tasks.

· Break big tasks up into smaller chunks.

· Don’t multitask, rather do one thing at a time.

· Cut off distractions such as mobile phones and chatty co-workers.

· Take planned breaks when working.

· Find your most productive times.

Resource management is the organisation of staff, equipment and other resources that are needed to complete a project.

Like time management, decisions need to be made on how to prioritise resources to ensure that projects are completed. The prioritised tasks will be the ones that are most important in achieving the organisation’s goals.

Employees can assist managers in identifying tasks that need to be funded or resourced in order to achieve goals.

‘Activity scheduling’ is about allocating time for team members to complete the tasks they have been assigned. It is about the amount of time in total that is allocated, and when that time is made available.

Keys in this process are:

· Work with the individual where possible to identify the time needed to complete the task that has been assigned.

· Be realistic, factor in time for ‘thinking’ as well as time for ‘doing’.

· Include time for people to challenge the ideas of others and to collaborate with them on tasks they are working on – remember it’s a team, not just a set of individuals so time together doing what a team does is vital

· Identify and block out significant chunks of time – not odd minutes here and there.

· Schedule activity time when it suits the team member – there is often a need to accommodate other work that also has to be done.

· The allocated time must be during paid working hours – team members cannot be expected to work for free but it may be more effective for this time to be work that is done ‘at home’ and not in the office.

· Integrate the scheduling of this task with other co-dependent tasks.

Activity: Watch

Good time management in your personal life might help you in your professional life. Watch the video at the following link.

Video: https://youtu.be/RiI1NkaDXlQ (01:53)

Activity: Read

Read about prioritising tasks, when everything is important:

Article: https://www.wework.com/ideas/professional-development/creativity-culture/how-to-prioritize-work

What are some strategies for prioritising tasks at work?

Take any notes to summarise what you have read and keep for future reference.

Activity: Research and discuss

Consider a work position you may have held in the past or research a position on the Internet.

Think about just one day and list down all of the tasks and activities that you have to undertake in a typical day.

· How do you prioritise your tasks and manage your resources and time?

· Do you have any personal demands placed on you during the course of the day?

· Could you allocate resources and time better?

Review your list and identify any tasks or activities that you could possibly delegate.

List some advantages and disadvantages of delegating work tasks.

Using technology to manage work priorities

Many teams are still using spreadsheets for project management, but those who have adopted project software find that it is a very effective communication tool.

There is a variety of powerful project management software available that help teams plan and implement projects and deliver results within timelines, whether employees are in the working from inside the office or remotely. Many of these software tools feature time tracking, customised workflows, performance management, team calendars and much more. And all these things can be done in real time, using any laptop or mobile device from any location in the world.

Gantt charts are often used as a visual aid in project management and shows tasks scheduled over time, as a bar chart. Gantt charts can be created in Microsoft Excel, but there are different software packages and cloud-based solutions available that have the feature.

Many of these tools offer features that apply to teams working remotely, enabling them to collaborate on projects and stay organised.

With project management software, timelines can be set for individual action items as well as high-level goals. Challenging deadlines will keep the team moving forward and help individual employees to stay focussed on the task at hand. Good managers will gather team input when setting timelines to keep their team from becoming demotivated as a result of not completing tasks on time.

Communication is an important aspect of managing a project well. Manager must model effective communication to the rest of their team. Project management software often has a chat or messaging feature that allow teams to collaborate in real time.

Another feature of most project management tools is that you are able to track the progress of a team and track the activities of the team members, through the use of a dashboard. A dashboard may contain a summary of the project cost (versus budget), track the progress of tasks, provide a summary of the workload per team member, and more.

Popular options for project management software include:

· Trello

· Monday

· Asana

· Jira, etc.

Career development software can offer a self-directed career portal to help employees develop a career path. Features may include the ability to create a profile, see the opportunities available within the organisation, view information about roles and responsibilities, training and more.

Activity: Brainstorm

Brainstorm the following:

· What technologies could you use (or do you use) to manage work priorities?

· Research three different scheduling tools and weigh up their pros and cons.

· How could barriers to use of technology be overcome for employees who might feel overwhelmed when switching to a new technology?

Managing wellbeing

A person laughing while using a computer  Description automatically generated with low confidenceA healthy workplace supports the health and wellbeing of employees. This includes fostering healthy workplace policies and the environments to support it, enhancing positive work relationships, personal development of every employee, and promoting healthy active lifestyles. Your organisation, depending on the number of employees, may have to establish or maintain an extensive health and wellbeing program or in the case of a small business, it may involve simple activities.

Image by Mateus Campos Felipe on Unsplash

Managers and employees need to work together to continually support and promote the health and wellbeing of all workers.

Creating a healthy workplace by implementing a workplace health program will benefit employees in the following ways:

· increases health awareness and knowledge

· increased physical health and mental wellbeing

· increase in job satisfaction and self-confidence

· leads to a healthier lifestyle overall.

Apart from these benefits to the employee, there are numerous measurable organisational benefits to employers in implementing workplace health programs or in creating a culture of wellbeing, including:

· Reduced absenteeism: Fitness and a healthy work environment can lead to employees missing fewer workdays.

· Decreased frequency and cost of employee’s compensation: Most companies see a decrease in health costs and payouts for their workers.

· Promote employee morale, satisfaction and motivation: Employee reviews and surveys show that wellness programs result in better teamwork, communication, employee engagement and personal effectiveness.

· Improve productivity and work performance: Workers will be more productive if they are healthy and happy at work.

· Improved corporate image and attraction/retention of employees: Recruiting new employees is time consuming and expensive and a healthy workplace is an incentive for existing workers to stay with the organisation.

· Increased return on training and development investment: The longer an employee remains at an organisation after receiving investment into their development, the higher the benefit to the employer.

There are a number of approaches that can be taken to identify the health and wellbeing needs of employees within the organisation. An employer may be able to identify employee health issues by observing employee behaviour for example, memory lapses, behaviour that would be considered out of character and so on. Employees may show physical signs such as a dishevelled appearance, symptoms of illness or injury, or employers may observe conflict with team members or managers.

Other methods of identifying health and wellbeing issues include reviewing employee attendance records and performance appraisals, reviewing incident or hazard reports, or conducting focus groups, surveys and workplace audits. Employees sometimes work remotely or there may be multiple worksites and you should take this into consideration when collecting information.

Some questions to ask employees may include:

· What sort of activities aimed at improving health, would you be willing or happy to participate in?

· What are some areas of concern relating to health, that you would you like the organisation to give attention to? Some examples can be stress management, work-life balance, etc.

· What are some reasons why you would not be willing to participate in a health program or some related activities in your workplace?

· When would you be most likely to participate in these programs or activities? Will lunchbreaks, before or after work suit you best?

There are various techniques to help manage team health and wellbeing in the workplace. Health and wellbeing programs should be in line with the interests of employees and the issues they experience. Some of the options are discussed below.

Nutrition

Healthy eating habits can have a major impact on an employee’s ability to do their job well. A healthy, nutritious diet can improve a worker’s ability to concentrate.

Programs can be developed to educate employees about healthy food choices, enabling them to make healthier food and drink choices. Organisations can ensure there are healthy choices available at work, that vending machines are stocked with nutritious options and nutritious snacks are supplied at office meetings and at workplace functions. An example may be to replace a percentage of unhealthy canteen options (fried foods and foods and drinks with a high sugar content) with healthy food options like wholegrain breads, fruits, vegetables, low fat dairy, lean meats, water and low kilojoule drinks. Some organisations might be able to provide unlimited access to fresh fruit and other healthy snacks. Employees should be given access to kitchen facilities to store and prepare healthy food brought into the workplace from home.

Physical activity

Lack of regular physical activity can result in weight gain and illness, sometimes chronic conditions.

Workplace health programs should offer employees opportunities to integrate physical activity into their daily lives, in addition to healthy eating. This may include creating awareness or promoting facilities at or near work that encourage physical activity. A workplace may be able to offer onsite programs, services or exercise equipment. An example of this may be to schedule team meetings to be outdoors going for a walk. In this way team members can discuss work related issues while getting exercise.

Social and emotional wellbeing

Workplace health programs that aid employees in manage stress can improve their health and general wellbeing. Employees can be referred to counselling or employee assistance programs to aid them in their mental health.

An employee assistance program (EAP) is a work-based intervention program that is designed to identify and support employees in resolving personal issues or problems (e.g., marital breakups, financial hardship, emotional problems, family issues, substance/alcohol abuse) that may be affecting the employee's performance to an extent where they are underperforming in their role or it affects others in the workplace.

Smoking cessation and help for alcohol and drug abuse

Smokers tend to fall ill more frequently than non-smokers. Encouraging employees to see a doctor to discuss quitting smoking and allowing them the time to do so, is an option for employers to include in their workplace health programs. Support can be sought for those employees who are struggling with substance abuse.

Activity: Read

Read the article at the following link:

https://blog.hubspot.com/marketing/workplace-wellness

Take any notes to summarise what you have read and keep for future reference.

Activity: Research and discuss

Research the Internet for how a large organisation (for example Google or Apple) take care of their staff. List down the types of measures in place and if possible, source a short video demonstrating these measures. Complete this work in pairs.

Activity: Develop

You will now practice developing a performance plan for at least two individuals.

Assume you are the manager of an organisation of your choice. Select two roles that would report to you (e.g. administration assistant and customer service representative).

Develop a personal development plan for these people making the assumption that they have limited experience in their roles.

· List the goals and objectives of the organisation as it relates to each person’s job.

· Create a list of three goals for each person’s role.

· Create performance standards and indicators for each task. Ensure that these are linked to organisation goals and objectives.

Your trainer/assessor will provide feedback.

Topic 3: Develop and maintain professional competence

Those in a management position should never assume that professional development isn’t as important to them as it is for those they manage. Competencies in the workplace refer to a set of skills, attributes or behaviours that are used to decide an individual’s effectiveness or ability to perform a job – this includes having a leadership position. Workplace competencies can be behavioural, for example, having excellent verbal communication skills; or technical, which may refer to the ability to resolve conflict. These are all very important in a good manager or leader.

You should be able to document your own development needs, priorities and plans by using the standards of competency that applies to your role.

In general, competency can be improved by:

· Observing those around you - this may be particularly helpful when starting a new job or learning a new skill

· asking questions to improve your knowledge - gaining expertise and insight from those who are more experienced than you

· improving your soft skills – this may involve thinking of how can you improve your attitude, or communicate more effectively

· improving the quality of your work – rectify any mistakes that you’ve made previously

· learning new skills or technology to improve your skills – this may be needed as result of industry trends or feedback you receive from other employees

Activity: Research and discuss

List the ways in which you maintain your professional competencies either in your current workplace or a position you have previously held.

Research the term “Competency Standards” and provide a list of tools that could be used to assess personal competency standards.

Seek feedback from relevant personnel on own development needs

Feedback should be sourced from:

· Inside the team – from all of the team members as individuals.

· Outside the team – which may mean obtaining it from:

Other teams you work with.

Other employees within the business.

Management or stakeholders of the business.

Ways to obtain feedback

It is good to create a culture of feedback within the workplace so that it is sought actively on an ongoing basis and not to rely only on feedback that is provided in a random manner or at performance management discussions.

To obtain this volume and consistency of feedback the team should:

· Include ‘feedback’ as a standing topic at all meeting, briefings, debriefings.

· Ensure new team members are advised of the role of feedback in the team and the need for them to contribute to it.

· Ensure there is a variety of feedback options available so there is plenty of opportunity to provide feedback – as well as meetings etc the team can use casual discussions, text messages, phone calls, emails, non-verbal communication (‘thumbs up’, a smile).

All feedback received (negative as well as positive) should be assessed, and where deemed valid, acted upon – not all feedback will be legitimate but where it is, it is vital that it is actioned.

Make sure that everyone who contributes feedback has their feedback acknowledged and are told how it has been used. Doing this will help keep up the flow of feedback.

Head with gears

Activity: Read

The importance of feedback in the workplace:

https://www.t-three.com/soak/insights/personal-development-and-the-power-of-feedback

Key benefits of effective feedback:

https://hraligneddesign.com/leadership/key-benefits-of-effective-feedback/.

Take any notes to summarise what you have read and keep for future reference.

Activity: Research and discuss

List the type of tools that you could use to obtain feedback from employees, colleagues and clients.

Have you ever been given feedback that has enabled a positive change in your work practices?

Participate in personal and professional development activities

Professional development of personal skills and knowledge could be through:

· personal training or one-on-one instruction

· college courses or in-house professional development training

· conferences

· mentoring

· building networks

· job rotation

· secondment.

A group of people in a room  Description automatically generated with medium confidenceBy providing or encouraging professional development in the workplace, an organisation can increase productivity and remain competitive in today’s growing global market economy.

Personal development can enable employees to build networks, improve their own opportunities in the workplace, develop self-management, focus on performance and undertake best practices.

Image by NeONBRAND on Unsplash

Networking can be in the form of professional/industry bodies (for example the ACS); community associations (for example Lions); organisational networks (for example Chamber of Commerce) or individual networks (for example social networking).

Activity: Research and discuss

View the LinkedIn professional network site:

https://www.linkedin.com and http://www.professionalsaustralia.org.au.

Provide three advantages to connecting to a professional network such as these.

In what way would these networks provide a competitive edge for you and your organisation?

Activity: Practical

You will now be establishing a professional development action plan which you might choose to undertake.

The tasks are as follows:

Create an action plan (use an online template if required) for the following:

· A professionally presented and up-to-date resume.

· Joining a professional network that relates to your industry or one that you are interested in.

· Creating a professional profile on a social media or network such as LinkedIn, establishing networks within the network and posting or showing interaction within the network.

· Undertaking at least one professional development activity that will help you in your job or college life. This could be an online webinar on study skills or a beginner course in Spanish.

· Create a one-year plan to show where you would like to be professionally in 1-3 years from now. Show measurable goals, milestones and explain how these can be achieved.

· Present your work at the end of the content delivery of this unit. You may choose to complete some of your activities in preparation for your assessment.

.MsftOfcThm_Background1_Fill { fill:#FFFFFF; }

__MACOSX/._BSBPEF501 Student Guide 21-04-21.docx

BSBPEF501 Unit of Competency.pdf

BSBPEF501 Manage personal and

professional development

Release: 1

BSBP EF501 Manage personal and professional development Dat e t his document was generated: 27 November 2020

Approved P age 2 of 4

© Commonwealth of Aust ralia, 2020 P wC’s Skills for Aust ralia

BSBPEF501 Manage personal and professional development

Modification History

Release Comments

Release 1 This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to implement systems and process that support the personal and professional development of self and others.

The unit applies to individuals working in a range of managerial positions who are accountable for the development and performance of others.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Unit Sector

Critical Thinking & Problem Solving – Personal Effectiveness

Elements and Performance Criteria

ELEMENT PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Manage work goal development

1.1 Document team member responsibilities and identify organisational framework for development of work goals

1.2 Support others to develop work goals, plans and activities that align with their responsibilities

1.3 Assess others’ work goals, plans and activities for alignment with organisational goals and provide feedback to team members

1.4 Facilitate access to personal and professional development opportunities that align to team member goals, plans and

activities

2. Facilitate achievement of work priorities

2.1 Assess and prioritise personal, team and organisational demands

2.2 Use technology to manage work priorities of the team

2.3 Identify and implement techniques to manage team health and

BSBP EF501 Manage personal and professional development Dat e t his document was generated: 27 November 2020

Approved P age 3 of 4

© Commonwealth of Aust ralia, 2020 P wC’s Skills for Aust ralia

ELEMENT PERFORMANCE CRITERIA

wellbeing in the workplace

3. Develop and maintain

professional competence

3.1 Document own development needs, priorities and plans using

applicable competency standards, where required

3.2 Seek feedback from relevant personnel on own development needs

3.3 Participate in personal and professional development activities that address identified needs, priorities and plans

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill Description

Learning  Investigates and uses a range of strategies to develop personal competence

Reading  Analyses and interprets textual information from organisational policies and practices or feedback to inform personal development planning

Writing  Uses feedback to prepare reports that summarise ways to improve competence

Oral communication

 Uses active listening and questioning to seek and receive feedback

Enterprise and

Initiative

 Identifies how own role contributes to broader organisational goals

 Considers organisational protocols when planning career development

of self and others

Teamwork  Selects and uses appropriate conventions and protocols when communicating with diverse stakeholders

 Uses interpersonal skills to establish and build positive working

relationships with others

Planning and organising

 Plans and prioritises tasks in order to meet deadlines, manage role responsibilities and to manage own personal welfare

 Identifies and uses appropriate technology to improve work efficiency

Technology  Uses technology to manage and prioritise work tasks

  • BSBPEF501 Manage personal and professional development
  • Modification History
  • Application
  • Unit Sector
  • Elements and Performance Criteria
  • Foundation Skills
  • Unit Mapping Information
  • Links

__MACOSX/._BSBPEF501 Unit of Competency.pdf

BSBPEF501 Student Assessment Tasks v2.1.docx

STUDENT ASSESSMENT TASKS

BSBWRT301 Write simple documents Trainer Guide

MANAGE PERSONAL AND PROFESSIONAL DEVELOPMENT

BSBPEF501

First published 2020

RTO Works www.rtoworks.com.au

[email protected]

0452 157 557

© 2020 RTO Works

This resource is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review as permitted under the Copyright Act 1968, no part may be reproduced by any process without written permission as expressed in the RTO Works License Agreement.

The information contained in this resource is, to the best of the project team’s and publisher’s knowledge true and correct. Every effort has been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any loss, injury or damage arising from such information.

While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of any errors and any suggestions for improvement. Readers are invited to write to us at [email protected] .

Business Works is a series of training and assessment resources developed for qualifications within the Business Services Training Package.

Contents

Introduction 4

Assessment Task 1: Knowledge questions 5

Assessment Task 1: Checklist 7

Assessment Task 2: Project 8

Assessment Task 2: Checklist 13

Final results record 15

Introduction

The assessment tasks for BSBPEF501 Manage personal and professional development 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

BSBPEF501 Manage personal and professional development describes the skills and knowledge required to implement systems and process that support the personal and professional development of self and others.

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.

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.

Questions

Provide answers to all of the questions below:

Explain the concept of self-appraisal [footnoteRef:1]and how can it contribute to personal behaviour, self-awareness and personality trait/features, characteristics identification. [1: Self-appraisal, as the term suggests is the process where the employee reviews his/her own performance. It is a process in which employees are given the opportunity to scrutinize their own performance and assess their own strengths and weaknesses.]

Explain the concept of peer appraisal [footnoteRef:2] and outline one benefit of peer appraisal. [2: Peer appraisal is a type of feedback system in the performance appraisal process. The system is designed to monitor and improve the job performance. It is usually done by colleagues who are a part of the same team. It is meant to monitor and improve job performance.]

Outline three benefits for an individual of planning work.

Outline each of the letters in the acronym/shortened SMART [footnoteRef:3] in relation to goals. [3: A SMART goal is used to help guide goal setting. SMART is an acronym that stands for Specific, Measurable, Achievable, Realistic, and Timely.]

Discuss the concept of the Pareto Principle [footnoteRef:4] in relation to time management. [4: The Pareto principle states that for many outcomes, roughly 80% of consequences come from 20% of the causes.]

Explain the concept of work-life balance.

Outline five strategies that can be used to manage stress and achieve a healthy work-life balance.

Discuss the negative effect of technology on work-life balance.

Discuss three strategies that a business can use to ensure their workers maintain a healthy work-life balance.

Outline five ways to develop new work skills.

Outline two ways to more effectively manage time at work.

Discuss the concept of personal development planning.[footnoteRef:5] [5: Personal development planning is the process of creating an action plan based on awareness, values, reflection, goal-setting and planning for personal development within the context of a career, education, relationship or for self-improvement.]

Explain five learning styles [footnoteRef:6] and why it is important to identify learning styles. [6: Generally, they are overall patterns that provide direction to learning and teaching. Learning style can also be described as a set of factors, behaviours, and attitudes that facilitate learning for an individual in a given situation. ]

List three human resource policies relevant to professional development [footnoteRef:7]and explain how they address professional development. [7: Professional development refers to the continued training and education of an individual in regards to his or her career. The goal of professional development is to keep you up-to-date on current trends as well as help you develop new skills for the purpose of advancement in the field.]

Discuss the use of technology to plan and prioritise work tasks. In your answer:

· Explain how technology can be used to plan and prioritise work.

· List three benefits.

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

Question 10

Question 11

Question 12

Question 13

Question 14

Question 15

Question 16

Task outcome:

· Satisfactory

· Not satisfactory

Assessor signature:

Assessor name:

Date:

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

· Project Portfolio template

· Simulation Pack (if you need a case study).

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.

Activities

Complete the following activities:

1. Carefully read the following:

This project requires you to manage the personal and professional development of yourself and three team members team by:

· supporting the team’s personal and professional development.

· planning and developing your own personal and professional development for the role you assume within the team.

· Facilitating/make easy the achievement of work priorities.

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 your own business, one you work in or a familiar with, or you can use the case study provided. 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 business in order to be able to do your assessment. As a minimum this should include organisational policies and procedures related to personal and professional development.

You will need to communicate with team members and others who are able to provide you with feedback on your own performance. Your communication may be either directly with actual staff members or fellow students.Communication can be in any appropriate format (e.g., video conference, email) as long as it meets the requirements outlined in the Project Portfolio.

You will be collecting evidence for this unit in a Project Portfolio. The steps you need to take are outlined below.

Preparation

Make sure you are familiar with the organisation you are basing this assessment on and have read through the necessary background information. For the case study business, this is all of the documents included in the Simulation Pack. If it’s your own business or a business where you are working or are familiar with, have your business or case study approved by your assessor.

Complete Page 4 of your Project Portfolio for this unit.

Read through the requirements of Section 1, 2 and 3 of your Project Portfolio.

Manage a team’s personal and professional development

Complete Section 1 of your Project Portfolio. To do this, you need to:

· Establish the organisational goals or objectives[footnoteRef:8]. [8: Organisational goals are strategically set objectives that outline expected results and guide employees' efforts. Operational goals are for lower-level managers to tackle shorter-term issues. Goals are critical to organizational effectiveness as they serve as an objective for the employees and they work to achieve it.]

· Document team responsibilities.

· Address diverse/different needs of the team.

· Identify and summarise organisational frameworks [footnoteRef:9] for personal and professional development. [9: The organisational framework defines the product and service flow throughout companies and also who will be responsible for making decisions about processes, projects, product development, and so on.]

· Support a team (at least three people) to develop work goals, plans and activities.

Communicate with team members to provide support.

i

Communication can take place in any appropriate format as long as it adheres to organisational requirements. This may be a video discussion with each team member, a video of joint team meeting, a draft email outlining requirements, recording of telephone discussion etc.

Your communication must display an understanding and consideration to those with diverse needs. You will be assessed on this.

Assume that a period of time has passed and three team members have developed work goals, plans and activities. If you are using the case study, additional information is contained in the Simulation Pack. If you are using your own organisation, make sure you have the completed work goals, plans and activities of three team members.

Continue working on Section 1 of your Project Portfolio.

· Assess the work goals, plans and activities of three team members to provide feedback (how do they align with organisational goals and requirements).

· Provide feedback to each team members from your assessment of their work goals, plans and activities.

i

Feedback 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 with each team member, recording of telephone discussion, review comments on personal development plans etc.

Your communication must display an understanding and consideration to those with diverse needs. You will be assessed on this.

Continue working on Section 1 of your Project Portfolio.

· Facilitate team members’ access to personal and professional development opportunities.

Develop and maintain your own personal and professional competence

Complete Section 2 of your Project Portfolio. To do this, you need to:

· Describe your role and responsibilities

Continue working on Section 2 of your Project Portfolio:

· Plan and document your own personal development needs, plans and activities.

· Participate in at least two personal and professional development activities (one of each is sufficient).

Make sure you have answered all questions in Section 1 and 2.

You are required to attach certain documents as part of your evidence – review the documents you need to attach as outlined in Section 1 and 2 of the Project Portfolio.

Submit Section 1 and 2 to your assessor.

Facilitate achievement of work priorities

i

If you are using the case study, additional information to complete this step is contained in the Simulation Pack. If you are using your own organisation, make sure you have the enough information to fulfil the requirements in the Project Portfolio.

Complete Section 3 of your Project Portfolio. To do this, you need to:

· Research and implement techniques to manage team health and well-being.

· Assess and prioritise personal, team and organisational demands.

· Use technology to manage work priorities.

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. Remember to submit all necessary attachments as indicated.

Assessment Task 2: Checklist

Student’s name:

Did the student:

Completed successfully?

Comments

Yes

No

Manage a team’s personal and professional development by:

· establishing the organisational goals or objectives.

· documenting team responsibilities.

· identifying and summarising organisational frameworks for personal and professional development.

· supporting a team (at least three people) to develop work goals, plans and activities.

· communicating with team members to provide support (taking diverse needs into consideration).

· assessing the work goals, plans and activities of three team members to provide feedback (how do they align with organisational goals and requirements.

· providing feedback to each team members from your assessment of their work goals, plans and activities (taking diverse needs into consideration).

· facilitating team members’ access to personal and professional development opportunities.

Develop and maintain their own personal and professional competence by:

· describing their role and responsibilities.

· meeting with at least one person to seek feedback on their own personal and professional development.

· planning and documenting their own personal development needs, plans and activities.

· participating in at least two personal and professional development activities.

Facilitate achievement of work priorities by:

· researching and implementing techniques to manage team health and well-being.

· assessing and prioritising personal, team and organisational demands.

· using technology to manage work priorities.

Demonstrate effective oral communication skills, including:

· acknowledge and consider diversity as you communicate.

· use listening and questioning techniques to confirm to seek and receive feedback.

· demonstrate the use of interpersonal skills to establish and build rapport with others.

· demonstrate positive working relationships.

Task outcome:

· Satisfactory

· Not satisfactory

Assessor signature:

Assessor name:

Date:

Final results record

Student name:

Assessor name:

Date

Final assessment results

Task

Type

Result

Satisfactory

Unsatisfactory

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:

LLOYDS INTERNATIONAL COLLEGE | © 2021 RTO Works modified July 2021 Version 2.1

BSBPEF501 Manage personal and professional development | 4

__MACOSX/._BSBPEF501 Student Assessment Tasks v2.1.docx

BSBPEF501 Project Portfolio.docx

BSBPEF501

MANAGE PERSONAL AND PROFESSIONAL DEVELOPMENT

STUDENT VERSION

PROJECT PORTFOLIO

First published 2020

RTO Works www.rtoworks.com.au

[email protected]

0452 157 557

© 2020 RTO Works

This resource is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review as permitted under the Copyright Act 1968, no part may be reproduced by any process without written permission as expressed in the RTO Works License Agreement.

The information contained in this resource is, to the best of the project team’s and publisher’s knowledge true and correct. Every effort has been made to ensure its accuracy, but the project team and publisher do not accept responsibility for any loss, injury or damage arising from such information.

While every effort has been made to achieve strict accuracy in this resource, the publisher would welcome notification of any errors and any suggestions for improvement. Readers are invited to write to us at [email protected] .

Business Works is a series of training and assessment resources developed for qualifications within the Business Services Training Package.

BSBPEF501 PROJECT PORTFOLIO 15

Contents

Section 1: Manage team’s personal and professional development 5

Section 2: Develop and maintain own personal and professional competence 8

Section 3: Facilitate achievement of work priorities 10

Student name:

Assessor:

Date:

Organisation this assessment is based on:

Team within the organisation:

Documentation reviewed as preparation:

Section 1: Manage team’s personal and professional development

Describe the organisation you are basing this project on.

What is the name of the organisation?

What does the organisation do?

What are the key functions and activities of the team you will manage the personal and professional development for?

What are the organisational goals or objectives (at least three)?

Attach proof of the documentation showing organisational goals (e.g., strategic or operational plan).

Document team responsibilities.

Note: Use any appropriate format and tool to document the team roles and responsibilities. Keep in mind that this document may be used at a later stage to support your team to develop work goals.

What roles/positions do three of your team members fill?

What are the responsibilities of each of the three team members (name at least two responsibilities per team member)?

What are the performance outcomes linked to each role/position (name at least two per team member)?

Does the team have any diverse needs?

How will you communicate with the team members with the diverse needs?

Attach proof of documented team responsibilities to this section of the portfolio.

Identify and summarise organisational framework requirements for personal and professional development.

Do any policies and procedures exist that address work place goals and inform personal and professional development?

1.1.1. What is the name of the policy and procedure?

1.1.2. What are the performance and professional development requirements outlined in the policies and procedures?

1.1.3. Which personal and professional development activities and opportunities are available for staff to access (e.g., as specified in policies and procedures)?

1.1.4. Does the organisation have any templates available for the development of work goals (e.g., personal development plan)?

Do any other industry best-practice professional development opportunities exist?

Note: Attach proof of policies, procedures, templates etc to this section of your portfolio.

Support your team as they develop work goals, plans and activities.

Note: you are required to support at least three team members.

Which organisational goals should your team align their personal goals with? (Choose two).

How will you communicate with each team member (e.g., email with instructions, face-to-face discussion, team meeting)?

What will you communicate to each team member (e.g., personal behaviour modification, specific skills you would like them to have, explanation of SMART goals)?

What other support will you provide each team member (e.g., personal development plan template with responsibilities already added into the plan, skills assessment)? attach proof of your additional support to this section of your portfolio.

Communicate with each team member to provide the support. If not already viewed in person by your assessor, attach proof of your communication (e.g., video of face-to-face discussion with each team member, video of joint team meeting, draft email outlining requirements, recording of telephone discussion etc.).

Note: Depending on how you chose to communicate to each member, you may have more than one attachment (e.g., if the same communication applies to all team members, one email with relevant attachments is sufficient).

Complete the table to assess the work goals, plans and activities of each team member.

Team member

What are their goals?

How do their work goals align with organisational goals?

How do their personal and professional development plans and activities align with organisational goals?

Other feedback

Team member 1:

Team member 2:

Team member 3:

Provide feedback to each team member from your assessment in the previous question.

Note: Feedback is personal and should be done separately for each team member. You will attach a separate proof of feedback for each team member.

How will you communicate feedback to each team member (e.g., review comments on the plan, recording of telephone conversation, video of face-to-face discussion)?

Which interpersonal skills will you use to establish and build positive working relationships with your team?

If not already viewed in person by your assessor, attach proof of your feedback to this section of your portfolio.

Complete the table to facilitate team members’ access to development opportunities. For each team member:

Identify one goal/plan/activity.

State which personal or professional development opportunity (identified in question 3) is most appropriate to help the individual team member realise the goal.

Explain how you will facilitate the professional development opportunity (e.g., email HR to request training, schedule time for the team member to attend a workshop, approve an invoice for a subscription).

Attach proof of your facilitation to this section of your portfolio.

Note: Depending on the professional development opportunity, more than one proof of facilitation may be required (e.g., if all three team members are to attend the same training, then one email to HR is sufficient).

Team member

Individual goal/plan/activity

Personal or Professional development opportunity

How will you facilitate access to the professional development opportunity?

Team member 1:

Team member 2:

Team member 3:

Attach:

Proof of organisational goals

Documented team responsibilities

Proof showing organisational requirements

Proof showing additional support for team members

Proof of communication to support work goal development (at least one depending on chosen form of communication)

Proof of feedback to team members (separate feedback for each team member)

Proof of professional development facilitation

BSBPEF501 PROJECT PORTFOLIO 1

Section 2: Develop and maintain own personal and professional competence

1. Describe your role and responsibilities.

2. What is your role/position within the team?

2. How does your role contribute to the broader organisational goals (selected to focus on in Section 1)?

2. What are your responsibilities (list at least three)?

1. Seek feedback on your own personal and professional development.

3. Who can provide you with feedback about your development needs (at least one person)?

3. Which questioning and listening techniques will you use to seek and receive feedback?

3. If not already viewed in person by your assessor, attach proof of the feedback (e.g., video of a meeting with your superior) to this section of your portfolio.

Plan your own personal and professional development.

For your assumed role in this assessment, what are your goals, plans and activities (name at least two)?

How do your goals align with the organisational goals?

Which competency standards apply to your performance (name at least three)?

How will your performance be measured?

Which performance development opportunities will help you realise your goals (at least two)?

Document your own development needs, plans and activities. Make sure you include the feedback you received.

Note: You may use the table below or any other format required by your organisation (e.g., performance development plan template). If you do not use the table below, attach proof of your documented development needs, priorities and plans to this section of your portfolio.

Role description

Role:

Key competencies and measurement:

Development requirements and feedback

Personal:

Professional:

Goals

Performance development opportunities

Time frame

Priority

Incentives/rewards

Participate in at least two personal and professional development activities you selected in the previous question. Attach proof to this section of your portfolio (e.g., video of you attending a training workshop, video of a mentoring session you attend, notes you made at a conference or while listening to a podcast).

Attach:

Proof of feedback (if relevant)

Proof of documented development needs (if relevant)

Proof of participation in professional development activities (at least two)

Section 3: Facilitate achievement of work priorities

1. Research and implement techniques to manage team health and well-being in the workplace

Do research to explain at least five techniques applicable to your specific organisation for maintaining the health and well-being of yourself and your team members.

Note: Use at least two sources of information and attach proof of your research to this section of your portfolio.

Complete the table below to select the techniques that best suit each team member.

Team member:

Health and well-being technique

How can it be implemented?

Student’s role

Team member 1

Team member 2

Team member 3

Attach proof of how you’ve implemented the selected health and well-being techniques.

Note: Depending on the health and well-being technique(s) chosen, more than one proof of implementation may be required (e.g., if the only health and well-being technique is to provide a free fruit bowl at work, then one photo of the fruit bowl in the office kitchen is sufficient proof).

Complete the table below to assess personal, team and organisational demands.

Demand for:

Weekly work, personal, professional and well-being activities required to be completed

Time frame?

Priority

(high, medium. Low)

Student’s role

Team member 1

Team member 2

Team member 3

Use technology to manage the work priorities (determined in the previous question) of your team.

Does your organisation specify specific technology to use for project management?

What technology will you use to manage the work priorities of your team?

Explain how the technology improves work efficiency.

Attach proof of your technology use to this section of your portfolio.

Attach:

Proof of technology use to organise work demands

Proof of health and well-being research

Proof of implemented health and well-being techniques

__MACOSX/._BSBPEF501 Project Portfolio.docx

BSBPEF501 Assessment Requirements.pdf

Assessment Requirements for BSBPEF501

Manage personal and professional

development

Release: 1

Assessment Requirement s for BSBP EF501 Manage personal and professional development Dat e t his document was generated: 27 November 2020

Approved P age 2 of 3

© Commonwealth of Aust ralia, 2020 P wC’s Skills for Aust ralia

Assessment Requirements for BSBPEF501 Manage personal and

professional development

Modification History

Release Comments

Release 1 This version first released with BSB Business Services

Training Package Version 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

 develop and implement a plan for own personal and professional development

 manage personal and professional development of at least two other individuals.

In the course of the above, the candidate must:

 identify roles and responsibilities of team members

 support two different individuals to develop work goals that align with their role and

responsibilities

 facilitate team member access to relevant personal and professional development activities

 use technology to organise and prioritise tasks and commitments of a team or work area

 research and implement techniques for maintaining health and wellbeing of self and others

 develop personal work goals, plans and activities to meet work goals

 measure personal work performance, including assessing competency against competency standards

 participate in personal and professional development activities to develop professional

competence.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

 roles and responsibilities of team members

 principles and techniques involved in the management or organisation of:

 performance measurement

 personal behaviour, self-awareness and personality traits identification

 personal development plans

 personal goal setting

Assessment Requirement s for BSBP EF501 Manage personal and professional development Dat e t his document was generated: 27 November 2020

Approved P age 3 of 3

© Commonwealth of Aust ralia, 2020 P wC’s Skills for Aust ralia

 task prioritisation

 common personal and professional development activities relevant to the industry

 technology to plan and prioritise work tasks

 techniques to manage health and wellbeing in the workplace

 organisation’s human resources policies and procedures relevant to professional development.

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.

Links

Companion Volume Implementation Guide is found on VETNet -

https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

  • Assessment Requirements for BSBPEF501 Manage personal and professional development
  • Modification History
  • Performance Evidence
  • Knowledge Evidence
  • Assessment Conditions
  • Links

__MACOSX/._BSBPEF501 Assessment Requirements.pdf