BSBTWK503 Manage meetings

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Assessment Booklet

BSBTWK503

Manage meetings

Student Name:

Student Number: _________________________

Intake Date: _____________________________

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ASSESSMENT COMPETENCY RECORD

This form is to be completed by the assessor and used as the final record of the student competence in these discipline. All student submissions including any associated documents and checklists are to be attached to this cover sheet before placing on the students file. Student results are not to be entered onto the Student Database unless all relevant paperwork is completed and attached to this form.

Student ID Final Assessment Submission Date:

Student Name

Assessor Declaration

In completing this assessment, it is confirmed that the participant has demonstrated all unit outcomes through consistent and repeated application of skills with competent performance.

Evidence is confirmed as: ❑ Valid ❑ Sufficient ❑ Current ❑ Authentic

Please attach the following documentation to this form Result

FINAL ASSESSMENT

RESULT:

❑ Competent (C)

❑ Not Yet Competent

(NYC)

Assessment Task 1 ❑ Project S / NS

Assessment Task 2 ❑ Project S / NS

Assessment Task 3 ❑ Project S / NS

Assessment Task 4 ❑ Project S / NS

Assessment Task 5 ❑ Written/Oral Questions S / NS

Attempt Date Assessor’s feedback (as required):

Final Feedback:

DO NOT SIGN BELOW UNTIL FINAL ASSESSMENTS RESULT IS GRANTED BY THE ASSESSOR.

Assessor: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback.

Signature: _______________________

Name: __________________________

Date: ____/_____/_____

Student: I declare that I accept the assessment competency outcome and consider the feedback of my assessor positively. I also declare that the work submitted is my own, and has not been copied or plagiarised from any person or source.

Signature: ______________________

Date: ____/_____/_____

Administrative use only:

Entered into Student Management Database

❑ Signature/Initial ________________ Date: ________________

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Unit Code/Name BSBTWK503 Manage meetings

Pre-requisites N/A

Co-requisites N/A

Unit Summary

This unit describes the skills and knowledge required to manage a range of meetings including overseeing the meeting preparation processes, chairing meetings, organising the minutes and reporting meeting outcomes.

The unit applies to individuals employed in a range of work environments who are required to organise and manage meetings within their workplace. These individuals may work as senior administrative staff or may be individuals with responsibility for conducting and chairing meetings in the workplace.

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

Conditions and context of the assessments

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:

▪ organisational policies and procedures for managing meetings

▪ computers and relevant software.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

This assessment will be conducted in the CAC classroom or simulated workplace environment or at actual designated workplace:

• Address of actual designated workplace:

……………………………………………..

Specific Resources Required

▪ Computer with internet and email access and a working web browser

▪ Installed software: Word, Adobe Acrobat Reader

▪ A workplace, or a simulated workplace environment that will allow you access to:

o Workplace documentation, including:

• Organisational policies and procedures for managing

• Federal and/or state/territory legislation, regulation, or best practice related

to conducting business meetings

• Ethical requirements in line with managing and conducting meetings

• Meeting Minutes

• Meeting Agendas

• Online application or program to conduct virtual meeting. This can include:

− Skype

− Zoom

− Microsoft Teams

• Resources and equipment to conduct a face to face meeting. This can

include:

− Projectors

− Board/conference rooms

− Presentations

o People, including:

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• At least one assigned meeting minute taker, whom you must brief regarding

the requirements of the meeting

• Relevant participants to take part in the meetings, minimum of two per

meeting, which can include:

− Supervisors

− Colleagues

− Suppliers

− Clients

o Opportunity to manage meetings on at least two occasions

Accessing Intranet Pages Throughout this workbook, you will be asked to access specific pages from the simulated business,

Bounce Fitness. Links to these pages are formatted in Blue Text.

To access these, hold the Ctrl key for Windows users while clicking on these links. For Mac users,

directly click the link.

The simulated business, Bounce Fitness, can be accessed by going to

http://bouncefitness.precisiongroup.com.au.

Organisation (RTO).

Re-assessment

To gain competency you need to get Satisfactory (S) result in all the tasks. If Not Satisfactory (NS) result is given even for a task you will be deemed Not Yet Competent (NYC). Students who are unsuccessful at achieving competency at the first attempt will be offered coaching, information and additional time (other needs if required) before a second and possibly a third attempt is made. If the student is not able to satisfactorily complete the assessment after the third attempt the student will be deemed Not Competent and resulted as such. The student may re-enrol in the qualification at a later date to gain successful completion of the unit/s.

For further details, refer to CAC Assessment Policy and Procedure. https://cac.edu.au/policies-and- procedures/

Plagiarism

CAC considers plagiarism and cheating as serious student misconduct and this may result either in a student’s exclusion from a unit or course or may have to complete a re-assessment depending on individual case. Refer to CAC Plagiarism & Cheating Policy and Procedure. https://cac.edu.au/policies- and-procedures/

Complaints and appeal

Where a student wishes to appeal an assessment decision they are required to notify their assessor in the first instance. Where appropriate the assessor may decide to re-assess the student to ensure a fair and equitable decision is gained. The assessor shall complete a written report regarding the re-assessment outlining the reasons why assessment was or was not granted. Refer to CAC Complaints and Appeals Policy & Procedure for details.

https://cac.edu.au/policies-and-procedures/

Assessors Intervention

Assessors are to check that the student is ready for assessment, and defer the assessment if they are not. It is important that assessors do not teach at the assessment but allow students to competence for themselves.

Feedback is to be given at the completion of the assessment using the feedback to student. If a student does not meet a standard, the assessor is to sit down with them and assist them in their understanding. Should you disagree with the assessment outcome, you can appeal the decision as stated in the Student Handbook.

Your student record must indicate that you have all required skills and knowledge in completing the task. For each assessment, the assessor is to act as a supervisor and not interfere with the assessment. If the assessment activities will impact on your safety or that of others, the assessment must be stopped immediately.

Attaching documents Attached documents are accepted but must be labelled with the following information:

Unit Name and Title, Students name, Student ID, Date of Submissions, Student signature.

http://bouncefitness.precisiongroup.com.au/

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Assessment Instruction

Assessment is mapped to the unit and must be completed by the end of each unit. For answers to written questions, reports and projects, you must:

• Print clearly in black or blue pen or type it as a word document

• Answer each of the key points and /or follow instructions

• Assessments written in pencil or are illegible will not be accepted.

Please NOTE: Student has to submit each and every assessment task. Ask your assessor if you do not understand any part of the assessment. Whist your assessor cannot tell you the answer, he/she may be able to re-word a question or instruction to assist in a better understanding for you.

Assessment Task 1: This task will require you to establish and verify meeting requirements with relevant stakeholder for at least one physical meeting and at least one virtual meeting.

Assessment Task 2: This task will require you to develop and distribute meeting agendas to confirm participation of required individuals in the meetings.

Assessment Task 3:

Your assessor will observe you as you chair at least two business meetings.

Specifically, you will chair two meetings according to organisational requirements, agreed conventions for types of meeting and legal and ethical requirements.

Assessment Task 4:

This task will require you to complete meeting follow up actions according to required timeframes and organisational policies and procedures, including:

▪ Reviewing meeting minutes for accuracy and correctness

▪ Reporting meeting outcomes

▪ Distribution and storage of meeting documents

Assessment Task 5:

This is a written assessment that will test student’s knowledge. This assessment may be completed over the duration of the training days. As the students learn, practice and review knowledge and skills, students will keep Assessment Task 5 in front of them and answer the questions as the information becomes clearer. At the beginning of each review session students will be given a few minutes to familiarise themselves with the questions. Students will be given extra time at the end of the day to complete this assessment or to clarify facts with the Trainer/Assessor

Competency Decision Student must satisfactorily complete each assessment tasks to be Competent (C) in the unit. Student with unsatisfactory completion of any of the assignment tasks will be deemed Not Yet Competent (NYC).

Reasonable adjustment

To meet the needs of all learners’ adjustments can be made to the way assessments are conducted but not to the requirements of the

assessment. The purpose of these adjustments is to enhance fairness and flexibility so that the specific needs of students can be met.

CAC will take meaningful, transparent and reasonable steps to consult, consider and implement reasonable adjustments for students

with disability and learning difficulties.

Reasonable adjustment provided Reason for reasonable adjustment Outcome

❑ Educational and bilingual support

❑ Presenting questions orally

❑ Presenting work instructions in diagrammatic or pictorial form instead of words and sentences

❑ Extra time to complete a course or assessment

❑ Others:

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Practical Assessment

The Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with conditions

similar to that of a real workplace.

To be assessed for this unit of competency, you must demonstrate your skills and knowledge to manage a range of

meetings including overseeing the meeting preparation processes, chairing meetings, organising the minute’s and

reporting meeting outcomes.

This unit applies to individuals employed in a range of work environments who are required to organise and manage

meetings within their workplace. These individuals may work as senior administrative staff or may be individuals with

responsibility for conducting and chairing meetings in the workplace.

The Practical Assessments in this workbook include:

1. Workplace Project Assessment

A series of written practical tests assessing the learner’s practical knowledge and skills underpinning of the unit

of competency. This includes the learner completing workplace documents or similar as evidence of competent

performance.

2. Workplace Practical Observation

A set of assessment tasks where the learner must demonstrate practical skills relevant to the unit of competency.

These skills are to be demonstrated while being observed by the assessor.

IMPORTANT!

▪ All signatures/initials in your submissions, including yours, must be handwritten and dated. Submissions with

signatures/initials must be scanned.

▪ The supervisor/observer who completes and signs your evidence submissions must provide their real name,

contact number, and email address for your assessor’s reference.

▪ Should you encounter issue or concerns regarding your assessment, contact your assessor.

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Workplace Project Assessment

Project Overview

This workplace project assessment requires you to prepare, conduct and follow up business meetings on at

least two occasions.

This assessment is divided into four tasks:

▪ Task 1: Establish and Verify Meeting Requirements

▪ Task 2: Develop and Distribute Meeting Agendas

▪ Task 3: Conduct Meetings

▪ Task 4: Meeting Follow Up Actions

This project requires you to complete the assessment tasks in a real workplace, or in an environment with conditions

similar to that of a workplace in this industry.

This includes access to:

▪ Organisational policies and procedures for managing meetings

▪ Computers and relevant software

Each task comes with a set of instructions. You are to follow and perform these instructions while being observed by

the assessor and/or submit any required documentation.

Before starting this assessment, your assessor will discuss with you these tasks, including instructions and guidance for

satisfactorily completing them.

You are required to:

▪ Complete the tasks within the time allowed, as scheduled in-class roll.

▪ Prepare for meetings by meeting requirements, with relevant individuals, develop agendas and papers according

to organisational policies and procedures

▪ Conduct meetings according to organisational policies and procedures for chairing, minute taking, problem

solving, resolution, legal and ethical requirements.

▪ Follow up meetings with reviewing, editing minutes, distributing, storing and reporting outcomes according to

organisational policies and procedures.

Resources Required for Assessment

Resources you need to access to complete the project assessment are outlined in the Resources Required for

Assessment section of this workbook, and in the corresponding Assessor’s Checklist and/or Observation Form of each task.

Discuss each requirement with your assessor before commencing with each task. They will organise the resources

required for this assessment.

IMPORTANT: Additional workplace resources may be required upon the contextualisation of this

assessment.

Forms and Templates

Generic forms and templates are provided in the project tasks, unless otherwise specified.

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If you are currently in a workplace, use similar workplace templates and forms used by your organisation to complete

each assessment task. Discuss with your supervisor and your assessor first to ensure that the forms/templates you will

use from your organisation cover all criteria required by each assessment task.

Review these forms and templates with your assessor before starting the task.

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ASSESSMENT TASK 1 – PROJECT

Student ID

Student Name

This cover sheet is to be completed by the student and assessor and used as a record to determine student competency in

this assessment task

Student Declaration: I declare that the work submitted is my

own, and has not been copied or plagiarized from any person or

source.

Signature: ___________________________

Date: ____/_____/_____

Attempt Outcome Date Assessor’s feedback (as required): Trainer’s initials

1 S/NS

2 S/NS

3 S/NS

Feedback to student:

Assessor: I declare that I have conducted a fair, valid, reliable and

flexible assessment with this student, and I have provided

appropriate feedback.

Signature: _________________________

Name: _________________________

Date: ____/_____/_____

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ASSESSMENT TASK 1

Establish and verify meeting requirements

ASSESSMENT INSTRUCTIONS

This task will require you to establish and verify meeting requirements with relevant stakeholder for at least one physical

meeting and at least one virtual meeting.

Identified information will be used to develop meeting agendas for Workplace Project Task 2

Use your workplace/organisation’s Meetings preparation Checklist and Policies and Procedures for meetings to complete

this task or use the Meeting Preparation Checklist provided.

To complete this task, you must:

▪ Obtain information that you need to identify the scope and objectives of the workplace sustainability policy you

will develop.

This will require you to access and research information relevant to sustainability, including:

o Federal and/or state/territory legislation, regulation, or best practice related to conducting business

meetings

o Organisational policies and procedures for managing meetings

o Ethical requirements in line with managing and conducting meetings

▪ Establish and confirm information for each meeting with relevant individuals

These refer to individuals or groups who are directly involved with the meeting to be conducted.

o Meeting requirements, which must include:

▪ Purpose of the meeting

▪ Structure of the meeting

▪ Type of meeting to conducted

This can either be face to face or virtual meeting

▪ Outcome of meeting

▪ Participants of meeting

This refers to essential conditions that must be arranged based on the type and purpose of the meeting to be conducted

o Organisational requirements based on relevant policies and procedures, which must include

requirements for:

▪ Recording meeting minutes

▪ Chairing meetings

▪ Completing meeting minutes

o Legal and ethical requirements for conducting meetings

You are to Develop two Meeting Preparation Checklists for each meeting to be conducted, which will be used in Task 2 and

submitted as evidence for this assessment.

Review Workplace Project Task 1 – Assessor’s Checklist before starting this task. This form outlines the following:

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▪ Resources you are required to access to complete the task.

▪ All criteria your submission must address to satisfactorily complete this task.

Your assessor will discuss these resources with you, and the criteria outlined in this form prior to this assessment.

Review the template you will use to complete this task. If you are using a template from your workplace/organisation,

discuss with your assessor to ensure that the template covers all requirements that apply to this task. Otherwise, use the

Meeting Preparation Checklist provided.

Submit the Meeting Preparation Checklists to your assessor. Include any supplementary documents/sources used to

create these, such as:

▪ Organisational documents such as policies and procedures for meetings

▪ Printed or online sources relevant meeting preparations

You must also submit evidence of communication/consultation with at least two relevant individuals of the organisation

on their input about the meetings

Evidence must be at least one of the following:

▪ Email correspondence

▪ Meeting minutes

▪ Video recording of the meeting conducted with the stakeholders

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MEETING PREPARATION CHECKLIST

Learner Name

Workplace/Organisation

Date Prepared

Meeting Requirements

Purpose of Meeting

Structure of Meeting

Type of Meeting

Intended Outcome

Meeting Participants

Legal Requirements

Accessed Legislation

Ethical Requirements

Accessed Document

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Organisational Requirements

Accessed Document

Responsibilities of Meeting Chairperson

Requirements for Notice of Meetings

Requirements for Meeting Agendas

Requirements for Meeting Minutes

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Requirements for Meeting Papers

Responsibilities of Meeting Minutes Taker

Timeframes for Distributing Meeting Documents

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WORKPLACE PROJECT TASK 1 – ASSESSOR’S CHECKLIST

This form is for the assessor’s use only.

This Assessor’s Checklist outlines the specific criteria that the learner’s submission must satisfactorily meet for Workplace Project Task

This form is to be completed by the learner’s assessor to document their assessment of the learner’s submission in Workplace Project

Task 1.

Task Overview

This task requires the learner to establish and verify meeting requirements with relevant individuals for at least one physical meeting and

at least one virtual meeting.

Learner can use their workplace/organisation’s template to complete this task or access the Meeting Preparation Checklist template

provided.

IMPORTANT:

If the learner will use a template from their workplace/organisation, they must discuss first with their supervisor and with the

assessor to ensure that the workplace/organisation template covers all criteria in the Policy Scope Statement template

provided.

The Meeting Preparation Checklist must contain information on requirements relevant to business meetings from each of the following:

▪ Meeting Requirements

▪ Participant Requirements

▪ Legal requirements

▪ Ethical requirements

▪ Organisational requirements

▪ Policies and Procedures

▪ Chairing and minute requirements

▪ Format requirements

Learner must also submit a copy of each document accessed for all requirements as supplementary evidence for this task.

Instructions to the Assessor

Before the assessment

▪ Access and review information on requirements relevant to business meetings

This must include documentation from each of the following:

o Meeting Requirements

o Legal requirements

o Ethical requirements

o Organisational requirements

o Policies and Procedures

o Chairing and Minute requirements

o Format requirements

▪ Review the items in this checklist and contextualise, as appropriate to:

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o Workplace context of the learner

o Federal and/or state/territory legislation and regulations relevant to facilitating business meetings, as applicable in the

learner’s workplace

▪ Update the criteria listed in this checklist to match these requirements.

IMPORTANT:

The criterion currently listed in the checklist below are only generic criterion that may not necessarily apply to the project

the learner is currently working. The assessor must ensure this checklist has been contextualised to reflect the

requirements that apply to the project before the learner starts this assessment task.

▪ Discuss the resources required by the learner to complete the task and ensure that they have access to these resources.

▪ Discuss this assessment task with the learner, including the criteria they need to meet to satisfactorily complete this task.

▪ Review this form with the learner and address any queries or concerns they may have about it.

When assessing the learner’s submission

▪ Review the learner’s submission.

▪ For each criterion listed in this checklist:

o Tick YES if you confirm the learner’s submission satisfactorily meets the criterion.

o Tick NO if you confirm the learner’s submission does not satisfactorily meets the criterion.

▪ Write specific comments on the learner’s performance in each criterion. Your feedback/insights will be helpful in addressing

any area(s) for improvement.

After assessing the learner’s submission

▪ Complete all parts of the Assessor’s Checklist, including the Assessor Declaration on the last page of this form. Your signature

must be handwritten.

Learner Details

Learner Name

Title/Designation

Assessor/Observer Details

Assessor/Observer Name

Training Organisation

Relevant Qualifications Held

Assessment Context

Assessment Environment  Learner’s Workplace  Simulated Workplace

Workplace/Organisation

State/Territory

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Resources required for assessment

 Meeting Preparation Checklist template, or similar from the learner’s

workplace/organisation

 Information on the following for each meeting to be conducted:

 Meeting requirements

This refers to essential conditions that arranged based on the type and purpose of the

meeting to be conducted

 Organisational policies and procedures with information relevant to requirements

for facilitating business meetings

 Federal and/or state/territory legislation with information relevant to requirements

for facilitating meetings, such as:

 Federal legislations, such as:

 Privacy Act 1998

 State/territory specific, such as:

 Anti-Discrimination laws

 WHS Laws

 Documents containing information on ethical requirements for facilitating meetings, such as convention guides and codes of conduct

Learner Assessment Briefing

Date of assessment briefing

The assessor confirms: YES/NO

1. They have discussed with the learner the workplace task they are required to complete for this

assessment.  YES  NO

2. They have discussed with the learner the resources they are required to access to complete the

workplace task.  YES  NO

3. The learner understands they will be assessed while completing this workplace task, as well as any

document(s) they will complete as part of this task.  YES  NO

4. They have discussed with the learner the instructions on how they are to undertake the workplace

task.  YES  NO

5. They have provided the learner guidance on how they can satisfactorily complete the task.  YES  NO

6. They have discussed with the learner the criteria (outlined below) they are required to meet to

satisfactorily complete the task.  YES  NO

7. They have addressed the learner’s questions or concerns about the workplace task and the

assessment process.  YES  NO

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ASSESSOR’S CHECKLIST

A. Evidence of stakeholder consultation submitted

by the learner:

YES/NO Assessor’s comments

1. Is any of the following:  YES  NO

 Email correspondence

 Meeting minutes

 Video recording of the meeting

conducted by the learner with the

stakeholders

 YES  NO

2. Identifies the name and work roles of each

stakeholder consulted

 YES  NO

3. Identifies the date and time when the consultation

was conducted.

Date and time of consultation must be within the

learner’s assessment period, and prior to the

development of the policy scope statement.

 YES  NO

 Email correspondence contains date and

time stamp when email was sent and when

the responses from stakeholders were

received

 Meeting minutes contains the date and

time when the meeting was conducted

 Video recording of meeting conducted by

the learner with the stakeholders contains

date and time in the properties of the

video

 YES  NO

4. Includes discussion and verification of the

following

 YES  NO

a. Purpose of the meeting

Refers to why a meeting is to be conducted.

This can be for communication, solve a

problem, notify change

 YES  NO

 Making business decisions

 Solving operational problems

 Developing innovative ideas

 Encouraging initiative among staff

 Onboarding

 Project briefing/debriefing

 YES  NO

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 Update meetings

b. Structure of the meeting

This can be formal structure, pre-planned

with set objectives and agenda or informal

structure, more information sharing,

flexible

 YES  NO

c. Type of meeting to be conducted

This refers if the meeting will be conducted

physically or online.

Learner must conduct at least one of each

of the following meeting types:

 YES  NO

i. Physical

These are general meeting held

and conducted by physical

attendance of participants in one

room.

 YES  NO

ii. Online

These are general meeting held

and conducted remotely via an

online meeting application or

program (e.g., Zoom, Skype,

Microsoft Teams, etc.)

These meetings are generally held

when meeting participants are

unable to convene in one place.

 YES  NO

d. Outcome intended for the meeting

Response must correspond to purpose of

the meeting identified.

 YES  NO

e. Participants of the meeting

This refers to individuals and groups who

directly involved in the purpose and

objectives of the meeting, and are required

to attend the meeting.

Identified participants are dependent on

the type and purpose of meeting to be

conducted.

Participants can include

 YES  NO

 Supervisors

 Colleagues

 Suppliers

 YES  NO

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 Clients

B. Each Meeting Preparation Checklist submitted

by the learner

YES/NO Assessor’s comments

1. Identified the meeting that the learner is outlining

requirements for

 YES  NO

Did learner submit at least two completed Meeting

Preparation Checklist – one for each meeting to be

conducted.

 YES  NO

2. Includes meeting requirements:

This must correspond to the information from

evidence of stakeholder consultation submitted by the

learner for this task.

 YES  NO

a. Purpose of the meeting  YES  NO

b. Structure of the meeting  YES  NO

c. Type of meeting to be conducted  YES  NO

i. Physical  YES  NO

ii. Online .  YES  NO

d. Outcome intended for the meeting  YES  NO

e. Participants of the meeting  YES  NO

3. Identify the title of the document the learner

accessed relevant to legal requirements for business

meetings.

Learner’s response must refer to legislation that

includes requirements that the learner must follow

when conducting business meetings.

Requirements can include:

▪ Duties/responsibilities

▪ Steps/actions

▪ Guidelines

Learner’s response can refer to federal or

state/territory-specific legislation. Legislation must

be applicable to learner’s response in the Your

State/Territory section of the workbook.

Legislation identified must be the most current

during the time of learner’s assessment.

Relevant legislation can include:

 YES  NO

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 Federal legislations, such as:

 Privacy Act 1998

 State/territory specific, such as:

 Anti-Discrimination laws

 WHS laws

 YES  NO

4. Outlines all legal requirements they must follow

when conducting business meetings based on the

identified document.

Learner’s responses must correspond to provisions

in the identified legislation.

Provisions refer to statements or clauses in the

legislation containing duties/responsibilities, steps,

actions and/or guidelines that the learner must

follow when conducting business meetings.

Provisions can include information on:

▪ Making arrangement for the meeting,

such as setting up the venue

▪ Interacting and communicating with

other individuals during the meeting

▪ Recording information during the

meeting

For example, if the learner’s identified legislation is

Privacy Act 1988, their responses can refer to

requirements under the Australian Privacy

Principles 10, which requires an APP entity to

ensure personal information is accurate, up-to-date

and complete.

 YES  NO

5. Identify the title of the accessed document relevant

to ethical requirements for business meetings.

Learner’s response must refer to documents from

outside the learner’s organisation that includes

requirements that the learner must follow when

conducting business meetings.

Learner’s response must correspond to the

document relevant to ethical requirements that the

learner submits as supplementary evidence for this

task.

Requirements in relevant documents can include:

 YES  NO

 Convention guides

 Code of ethics

 Industry code of practices

 YES  NO

BSBTWK503 Manage meetings

Version: 1.0 Page 22 of 80

Created: April 2021 Last Reviewed: April 2021

Central Australian Institute of Technology Pty Ltd | CRICOS: 03217C |TOID: 22302

6. Outlines all ethical requirements they must follow

when conducting business meetings based on the

identified document.

Learner’s responses must correspond to

requirements from the identified document.

Requirements refer to guidelines, conventions or

protocols in the identified document that the

learner must follow when conducting business

meetings.

Provisions can include information on:

▪ How to negotiate decisions during the

meeting

▪ Body language and vocabulary

appropriate to the meeting and

participants

▪ Appropriate attires for business meetings

For example, if the learner’s identified document is

meeting protocols for their industry, their

responses can refer to requirements about the

correct forms of address for the participants.

Learner’s response must correspond to the

document relevant to ethical requirements that the

learner submits as supplementary evidence for this

task.

 YES  NO

7. Identifies the title of at least one accessed document

relevant to organisational requirements for business

meetings.

Learner’s response must refer to organisational

policy and procedure that includes requirements

that the learner must follow when conducting

business meetings.

Requirements can include:

▪ Duties/responsibilities

▪ Steps/actions

▪ Guidelines

Learner’s response must correspond to the

document relevant to organisational requirements

that the learner submits as supplementary evidence

for this task.

Relevant documents can include:

 YES  NO

 Organisational Policies and procedures

 Codes of conduct

 YES  NO

BSBTWK503 Manage meetings

Version: 1.0 Page 23 of 80

Created: April 2021 Last Reviewed: April 2021

Central Australian Institute of Technology Pty Ltd | CRICOS: 03217C |TOID: 22302

8. Identifies responsibilities of the chairperson in

managing meeting

This must include responsibilities for the following

steps of the meeting

 YES  NO

a. Preparation for the meeting

This refers to steps and requirements that

must be prepared to ensure that the

meeting is sufficiently planned out.

This can include

 YES  NO

 Preparing meeting agenda and