BSBWOR404A Develop Work Priorities

Certificate IV in Frontline Management Assessment

BSBWOR404A – Develop work priorities

Version 1.0 – October 2009 Assignment introduction and instructions Page 2

Assessment for BSBWOR404A – Develop work priorities

Introduction This document outlines the assessment requirements for the Frontline Management Module for the unit BSBWOR404A Develop work priorities. This unit is from the Business Services Training Package (BSB07) and can be used as credit towards the Certificate IV in Frontline Management (BSB40807).

Assessment overview To receive a statement of attainment for BSBWOR404A you must meet the evidence requirements for the unit. This includes evidence that you:  Plan and complete your own work schedule (includes setting work goals and objectives, assessing and prioritising workload, preparing work group plans, building contingencies into work plans, etc)  Monitor own work performance (includes self-assessment of work performance, seeking feedback from others, reporting on variations in work performance, etc)  Coordinate own profession development and learning (includes identifying personal learning needs, and planning, undertaking and recording development activities) The assessment tasks in this document have been designed to help you provide sufficient evidence to demonstrate competence in the unit.

Assessment tasks The assessment is divided into the nine assessment tasks described below. In most cases, completion of all assessment tasks, in accordance with the instructions provided, should be sufficient for you to gain a statement of attainment for the unit on which this module is based. Your assessor will advise you if there are any additional evidence requirements that need to be met. The assessment tasks are:  Assessment Task 1 – On-course questions and activities  Assessment Task 2 – Action plan  Assessment Task 3 – Identify work goals and objectives  Assessment Task 4 – Manage and monitor work (to-do list and calendar / diary)  Assessment Task 5 – Feedback on work performance  Assessment Task 6 – Identify and report variations in quality of service and performance  Assessment Task 7 – Plan personal skill development and learning  Assessment Task 8 – Undertake professional development  Assessment Task 9 – Third party (supervisor) report A mapping table showing how each assessment task relates to the unit BSBWOR404A is shown on page 5. The instructions for completing each assessment task begin on page 9.

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assignment introduction and instructions Page 3

Negotiating assessment Where possible, the assessment tasks in this document have been designed to provide you with flexibility and choice in how you go about your assessment. However, Training Services Australia recognises that the assessment tasks described herein are not the only way of demonstrating competence. Should you wish to provide alternative evidence to demonstrate your competence, please discuss this with your TSA assessor. Should you negotiate with your assessor to provide alternative evidence to what is described in this document, you must document the agreed evidence and have your assessor sign the agreement before you proceed. This is required to prevent potential misunderstandings.

Re-assessment and appeals Candidates who are assessed as not yet competent are provided with at least one opportunity to be re-assessed. Should you be assessed as not yet competent, your assessor will discuss the additional evidence they need you to provide, as well as the timeframe for gathering the additional evidence and how they wish you to present it. In some cases the assessor may recommend additional training prior to re-assessment. Should you be dissatisfied with the assessment decision, you should initially take this up with your TSA assessor. If you remain dissatisfied, you are invited to discuss the matter with TSA’s Principal. Should you remain dissatisfied and wish to pursue the matter further, the Principal will arrange for your assignment to be assessed by an independent assessor.

Assessment timeframe It is important that you undertake your assessment as soon as possible after the completion of the course. As a general rule, the longer you leave your assessment, the more you will forget of the knowledge and experience you gained on the course, and the harder it will become to complete.

Candidates are expected to present their evidence for assessment within three months of attending the workshop. If, for any reason, you are unable to undertake the assessment within the specified timeframe, please contact Training Services Australia before the time limit expires. Our contact details are on page 4.

If you do not undertake your assessment within the specified timeframe, you may be required to:  resit the course at your own expense; or  pay an hourly rate for the assessment interview

Certification Candidates who have been assessed as competent are entitled to receive a statement of attainment for the unit BSBWOR404A. Training Services Australia generally issues certificates or statements of attainment to people when they have completed all assessments for all of the courses in which they are enrolled. If you are enrolled on other courses with TSA, but would like a separate statement of attainment for this unit which make up this course, please request TSA administration to provide you with one.

Support / assistance Should you require any support / assistance when undertaking your assessment, you are invited to contact your facilitator or another Training Services Australia staff member. We will do our best to provide you with the guidance you need. Our contact details include: Telephone number: (08) 9422 6444 Email address: [email protected] You are also encouraged to refer to your Learner’s Guide and to speak with peers who have experience in the area of management and supervision.

Face-to-face coaching by a Training Services Australia consultant is available if required. Information regarding the current hourly rate payable for this service can be obtained from TSA admin on the above telephone number or email address.

Plagiarism Plagiarism is a form of cheating. It is taking and using someone else's thoughts, writings or inventions and representing them as your own. Some of the activities for which a participant can be accused of plagiarism include handing in evidence copied from another student; presenting the work of another individual or group as their own work; or submitting evidence without adequate acknowledgement of sources used, including assessments taken totally or in part from the internet. Plagiarism is a serious act. Participants found to have plagiarised any part of their evidence will be assessed as ‘not yet competent’ and all course fees will be forfeited. Should you have any doubts about including the work of other authors in your assessments, please consult your facilitator.

Electronic copy of assessment document You may find it useful to download an electronic copy of this document from the TSA website. Instructions for accessing the website are provided below.  Go to the TSA website (www.tsa-wa.com.au) and  Select “Downloads” from the menu bar at the top of the screen  Select “FLM Course Downloads”  Select “BSBWOR404A Develop work priorities”  Select Version 1.0.0 of the assignment The username is ‘tsalearner’ and the password is ‘flm321’ If you are having trouble accessing the site, please contact TSA administration for assistance.

Feedback Training Services Australia welcomes your feedback on this assessment. Some options for providing feedback include:  Sending an email to your facilitator or to [email protected]  Telephoning your facilitator or a TSA consultant on 08 9422 6444  Attaching a note to your assignment at the time of submission

MAPPING OF ASSESSMENT TASKS TO COMPETENCY STANDARD

The following table indicates how the assessment tasks for this unit are used to demonstrate competency against each of the performance criteria.

UNIT: BSBWOR404A DEVELOP WORK PRIORITIES ASSESSMENT TASK

ELEMENT PERFORMANCE CRITERIA 1 2 3 4 5 6 7 8 9

1.1 Prepare workgroup plans which reflect consideration of resources, client 1. Plan and   needs and workgroup targets complete own 1.2 Analyse and incorporate work objectives and priorities into personal work schedule     schedules and responsibilities  1.3 Identify factors affecting the achievement of work objectives and establish    contingencies and incorporate them into work plans 1.4 Efficiently and effectively use business technology to manage and monitor    planning completion and scheduling of tasks 2. Monitor own 2.1 Identify and analyse personal performance standards through self- work assessment and feedback from others on the achievement of work    objectives performance 2.2 Seek and evaluate feedback on performance from colleagues and clients in   the context of individual and group requirements 2.3 Routinely identify and report on variations in the quality of service and   performance in accordance with organisational requirements 3.1 Assess personal knowledge and skills against organisational benchmarks to 3. Coordinate  determine development needs and priorities professional 3.2 Research opportunities for improvement and sources of learning and plan development   in liaison with colleagues 3.3 Use feedback to identify and develop ways to improve competence within   available opportunities 3.4 Identify new skills and access and complete professional development  activities to facilitate continuous learning and career development 3.5 Store and maintain records and documents relating to achievements and  assessments in accordance with organisational requirements

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Cover Sheet Page 6

Develop work priorities Assessment Cover Sheet

Unit of competency: BSBWOR404A – Develop work priorities

Date of workshop you attended: ______

Name of TSA facilitator: ______

Your name: ______

Date of birth: ______

Your address: ______

______

Company / organisation: ______

Phone: ______(work)______(home)

Phone (mobile): ______

Email: ______

Declaration and confidentiality agreement

 I declare that the work presented in this assignment is my own and that no part has been copied from another person, or written for me by another person.  I agree to allow Training Services Australia to discuss the progress / results of my assignment with my supervisor or a representative from my organisation should this be required.  I give permission for Training Services Australia to use my assignment for assessment moderation / validation purposes.

Signature: ______Date: ______

If you have any queries regarding the completion of this assignment, please contact Training Services Australia: Phone: (08) 9422 6444 Fax: (08) 9473 1922 Email: [email protected]

Please ensure that you keep a copy of your assignment for your own records.

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Checklist Page 7

Develop work priorities Assessment Checklist

Candidate name:

Please use this checklist to ensure all parts of your assignment are complete. Please submit a copy of the checklist with your assignment.

Evidence summary

Candidate use TSA assessor use Evidence Provided Description satisfactory () ()

Assessment Task 1 – On-course questions and activities All questions and activities completed satisfactorily Assessment Task 2 – Action plan 2A – Completed action plan 2B – Answers to three questions Assessment Task 3 – Identify work goals and objectives 3A – List of work goals and objectives, written in SMART format, prioritised and showing links to broader organisational objectives Supervisor signature to show review of and agreement with identified work objectives 3B – Answers to three questions Assessment Task 4 – Manage and monitor work (to-do list and calendar / diary) 4A – Prioritised to-do list 4B – Calendar / diary prepared in Microsoft Outlook, Lotus Notes, or an equivalent program 4C – Answers to five questions Assessment Task 5 – Feedback on work performance 5A – Identification of approaches used to obtain feedback on work performance 5B – Evidence of feedback actively sought from at least two different people Assessment Task 6 – Identify and report variations in quality of service and performance Evidence of two specific instances where variations have been identified and reported Assessment Task 7 – Plan personal skill development and learning 7A – Completed self-assessment (covering at least 10 items) 7B – Personal development plan covering at least 2 different areas 7C – Supervisor / mentor review of self-assessment and personal development plan Assessment Task 8 – Undertake professional development 8A – Information on organisation’s system for recording professional development and example of its use 8B – Two examples of new skills developed over the past 12 months Assessment Task 9 – Third party report Third party report has been completed in full and comments have been provided

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Checklist Page 8

Candidate use Done Description ()

Assessment Cover Sheet (page 6) is completed in full (including signature).

The assessment tasks and any supplementary evidence is clearly labelled and compiled in a logical manner.

Sections below this line are for completion by a TSA assessor

TSA assessor’s comments on assessment tasks:

Following analysis of the evidence, additional evidence is required in the following areas:

Satisfactory evidence Area provided ()

Assessor’s Date: signature:

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 1 – On-course questions and activities Page 9

ASSESSMENT TASK INSTRUCTIONS

Assessment Task 1 – On-course questions and activities For this Assessment Task you are required to complete and submit the on-course questionnaire. This is printed on yellow paper and located at the end of your Learner’s Guide. You will be given time to complete most of the questions and activities during the course. If there is sufficient time, your facilitator may mark some or all of the questions and activities during the course. Note: Even if your questions have been marked during the course, you must still submit them with the rest of your assessment documentation.

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 2 – Action plan Page 10

Assessment Task 2 – Action plan

Section 1 of your Learner’s Guide contains information which will assist you to complete this Task.

Part A – Prepare and implement the plan Prepare and implement a workgroup plan to help your team achieve one or more work objectives. Submit a copy of the completed plan, showing how you checked / monitored progress. As a minimum, your plan should include:  A description of the objective(s) it addresses  A list of the steps required to successfully reach your objective  For each step, information relating to when it will occur and how long it will take  Allocation of responsibility and identification of resources required for each step / activity  A list of the main risks which could impact on successful achievement of the plan and any safeguards that should be put in place to manage those risks  A means of checking progress (e.g., initial and date each step of the plan when it is complete) You may wish to use the attached template to document your plan. Feel free to modify the template to suit your needs, or to develop a format of your own. Note: Some organisations may have their own planning templates which you can use for this task. For example, a job safety analysis for a team-based activity may fulfil most of the requirements for this task.

Part B – Questions Please answer the following questions in relation to your plan: 1. Did you find documenting your plan to be a worthwhile exercise? Please explain why / why not? 2. Were there any resource limitations which affected how you developed and implemented the plan? If so, what were they and what impact did they have? 3. During the implementation of your plan, what factors arose (expectedly or unexpectedly) which threatened the satisfactory achievement of your plan? How did you deal with these?

Action Plan Template

Plan prepared by: Date:

This plan addresses the following work objective(s):

This plan has been checked with / communicated to the following people:

Time Other information When allowed Resources e.g., important things Progress Description of step / activity Responsibility associated with the step Target date for How much time required that need to be Monitoring step will be set aside considered / remembered, for this step etc

Time Resources Progress Description of step / activity Responsibility When Other information allowed required Monitoring

Identified Risks Relate to Associated Safeguards Potential problems which may prevent successful implementation of the Which part(s) of the plan does the risk Safeguards that can be put in place to minimise the risks plan relate to?

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 3 – Identify work goals and objectives Page 14

Assessment Task 3 – Identify work goals and objectives For this assessment task you are required to:  Identify at least five work goals and objectives.  Discuss and agree these goals and objectives with your supervisor.  Answer some questions relating to this assessment task.

Section 1 of your Learner’s Guide contains information which will assist you to complete this Task.

Part A – Identifying work objectives a. Make a list of at least five of your most important work goals / objectives. Each one should be SMART (Specific, Measurable, Achievable, Relevant and Time-framed). b. Prioritise the goals and objectives you have identified. c. Briefly describe how achievement of your work goals / objectives links to broader organisational goals and objectives (e.g., for your team, section or department). d. List some of the key factors / considerations that you expect to influence the achievement of each goal / objective. e. Review your list with your supervisor and make adjustments as required. Please arrange for your supervisor to sign the completed list. You may wish to use the attached template to assist you in presenting the information for this Assessment Task. Please add additional rows to the tables if required.

Part B – Questions Please answer the following questions in relation to this activity: 1. Did you adjust any of your work goals / objectives based on your discussion with your supervisor? If so, explain what you modified and why. 2. How do you normally confirm that your understanding and prioritisation of your work goals and objectives matches the expectations of your supervisor? 3. What were the benefits of documenting your key work objectives and reviewing them with your supervisor?

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 3 – Identify work goals and objectives Page 15

Personal Work Goals / Objectives

Goal / Objective Links to broader organisational Factors affecting achievement of Priority goals and objectives Please make sure each goal / objective is Specific, objective Measurable, Achievable, Relevant and Time-framed (e.g., team / section / department goals)

I have reviewed and agree with the above goals / objectives.

Signature of Date: supervisor:

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 4 – Manage and monitor work Page 16

Assessment Task 4 – Manage and monitor work For this assessment task you are required to:  Provide documentation showing how you have used a to-do list and calendar to assess and prioritise your workload, and to manage scheduling and monitor completion of tasks  Answer some questions relating to your time and task management.

Section 1 of your Learner’s Guide contains information which may assist you to complete this Task.

Part A – To-do list Develop a to-do list for your work. Your list must include at least ten different tasks and must cover at least one week. Alternatively, you may prepare separate to-do lists for each day for a week. Each to-do list should contain at least five tasks. Prioritise the tasks on your to-do list and estimate the time required to complete each one. You are encouraged to use the ‘Tasks’ feature in Microsoft Outlook (or a similar program such as Lotus Notes) to do this, but as an alternative, you may wish to use the attached template.

Part B – Calendar / diary / planner Schedule the tasks from your to-do list using the ‘Calendar’ feature in Microsoft Outlook (or you may use a similar feature from another program such as Lotus Notes). Print and provide a copy of your completed schedule.

Part C – Questions Please answer the following questions: 1. How effective were the to-do list and calendar in helping you to plan and manage your workload? Will you continue to use these tools in the future? Why / why not? 2. Did you successfully complete all of the tasks / activities you had planned? If not, why not? 3. Consider how you prioritised your work. Did you always address important, urgent tasks ahead of less important and less urgent tasks? If not, why not? 4. Overall how satisfied were you with how you managed your time and work activities? Please justify your response. 5. Provide some suggestions for what you could do to improve your time and task management?

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 4 – Manage and monitor work Page 17

To-do List

Complete Activity Priority Time required ()

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 5 – Feedback on work performance Page 18

Assessment Task 5 – Feedback on work performance For this assessment task you are required to:  Identify the different approaches you use to obtain feedback from others on your work performance.  Provide evidence of feedback you have received from others on your work performance.

Part A – Approaches for obtaining feedback on work performance What approaches (formal or informal) do you use to seek feedback from others (e.g., clients, peers, supervisors and staff) regarding your work performance? List the approaches you use in the table below. You must identify at least three.

Formal / Who do you use this approach to Approach Informal? seek feedback from?

Part B – Evidence of feedback on work performance Provide evidence of feedback you have actively sought from at least two different people, preferably from different sources (e.g., client, peer, supervisor or team member), and relating to different work activities. It is recommended that you use one or more of the approaches identified in Part A of this assessment task. For each of your two examples, please document the following:  What you were seeking feedback about  The actual feedback provided to you  Your evaluation of the feedback provided, including: o Whether you agree or disagree with the feedback o Whether you found the feedback useful o How you plan to use the feedback If you received the feedback in writing, please attach a copy.

You may wish to use the attached template to assist you in presenting the information for this Assessment Task.

FEEDBACK TEMPLATE #1 Use the following template to provide evidence feedback you have sought from others regarding your work performance. If you have obtained written feedback, please attach a copy to this form.

Name of person providing feedback:

Work relationship with the person: e.g., subordinate, peer, supervisor, client, etc

What did you seek feedback about?

How did you seek the feedback?

Briefly summarise the feedback that was provided

Comment on whether you agree with the feedback

Comment on whether you found the feedback useful (and why / why not)

Comment on how you plan to use the feedback

FEEDBACK TEMPLATE #2 Use the following template to provide evidence feedback you have sought from others regarding your work performance. If you have obtained written feedback, please attach a copy to this form.

Name of person providing feedback:

Work relationship with the person: e.g., subordinate, peer, supervisor, client, etc

What did you seek feedback about?

How did you seek the feedback?

Briefly summarise the feedback that was provided

Comment on whether you agree with the feedback

Comment on whether you found the feedback useful (and why / why not)

Comment on how you plan to use the feedback

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 6 – Variations in quality of service and performance Page 22

Assessment Task 6 – Identify and report variations in quality of service and performance

In an ideal world we would consistently achieve all of our work objectives and meet all of the commitments we have made to others (e.g., managers, colleagues, clients, team members, suppliers, etc). Unfortunately, in the real world there are factors which prevent us from always achieving our objectives and meeting our commitments. These include competing work demands, unforseen incidents, resource constraints, etc. Because others are often depending on us to achieve their own work objectives and commitments, it is important (as well as courteous) to advise them as soon as we realise that we will be unable to deliver what we promised or what they are expecting from us. This also provides us with the opportunity to renegotiate what is required (e.g., target date, cost, product quality, etc). For this task you are required to provide two examples of situations where you were unable to achieve a work objective that you had previously committed to / agreed upon with someone (e.g., manager, team member, colleague, customer, supplier, etc). For each example detail the information shown in the following template.

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 6 – Variations in quality of service and performance Page 23

Information required Example 1 Example 2

What was the objective?

Who had you made the commitment to?

Why were you unable to meet the commitment?

How did you advise the person / people affected that you would be unable to meet the commitment?

When did you advise the person / people affected that you would be unable to meet the commitment (i.e., was it early enough for them to adjust their own plans)?

How did they respond?

What would you do differently next time and why?

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 7 – Plan personal skill development and learning Page 24

Assessment Task 7 – Plan personal skill development and learning

Part A – Self-assessment Using your position description and / or other standards applicable to your job, as well as your own understanding of the requirements of your role, prepare a list of at least ten of the most important skills, knowledge or qualifications that are important in your current role. You may also wish to take into account any impending changes to your role / work environment that you are aware of (e.g., your organisation may be about to purchase new equipment or software which you will need to learn to use, or you might be about to take on a new role or some added responsibilities). When you have prepared your list, conduct a self-analysis of your current level of performance against each of the areas you have identified.

Part B – Personal development plan Based on the results of your self-assessment, identify two areas where you would like your performance to improve and create a personal development plan for yourself. Your plan should identify:  the areas you have identified for development  proposed development activities, either on-the-job, off-the-job or both  a suggested timeframe undertaking the development activities If you cannot identify any areas for improvement for your current position, please also consider areas in which you require development to prepare you for a job you aspire to.

Part C – Review with supervisor / mentor Please review your self-assessment and your personal development plan with your supervisor or a mentor, and ask them to sign both documents to confirm that they have reviewed them with you. Make changes to the documents, as required, based on feedback from your supervisor / mentor.

You may wish to use the attached templates to present the information for this Assessment Task.

Self-assessment

Further Skill / Knowledge / Qualification Exceeds Meets development Requirement requirements requirements needed

I have reviewed and agree with the above self-assessment.

Signature of Date: supervisor / mentor:

Personal development plan

Personal development area #1

Briefly describe the area you have identified for development

Why is it important that you develop your skills / knowledge in this area?

What combination of development activities do you plan to use? May include on-the-job and / or off-the-job activities. Please be specific (don’t just write ‘on-the-job activities’ or ‘off-the-job’ activities). Provide details of the development activities you have chosen. You may wish to refer to the suggestions in Section 3 of your Learner’s Guide.

Timeframe for undertaking development activities

Personal development plan

Personal development area #2

Briefly describe the area you have identified for development

Why is it important that you develop your skills / knowledge in this area?

What combination of development activities do you plan to use? May include on-the-job and / or off-the-job activities. Please be specific (don’t just write ‘on-the-job activities’ or ‘off-the-job’ activities). Provide details of the development activities you have chosen. You may wish to refer to the suggestions in Section 3 of your Learner’s Guide.

Timeframe for undertaking development activities

I have reviewed and agree with the above personal development plan.

Signature of Date: supervisor / mentor:

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 8 – Undertake professional development Page 28

Assessment Task 8 – Undertake professional development

Part A – Organisational requirements for recording professional development Describe your organisation’s system / requirements for recording professional development activities and provide an example of how you have used this system. If you have not used the system before, explain how you would use it to record the successful completion of this Frontline Management unit.

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 8 – Undertake professional development Page 29

Part B – Examples of professional development undertaken Provide two examples of new skills you have developed in the past twelve months (on-the- job or externally). For each, please identify:  the skill  why the skill was important for your job  how you developed each skill (e.g., through external training, internal training, on-the-job practice, self-taught, internet research, etc. If a combination of methods was used, please identify each one)  how the training / skill development has been recorded

Information Example 1 Example 2 required

Why skill is important for job

How skill was developed

How training / skill development was recorded

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009 Assessment Task 9 – Third party report Page 30

Assessment Task 9 – Third party report For this Assessment Task you are required to obtain a third party report from your supervisor / manager. The purpose of this report is to help confirm that you understand and apply the competencies covered by this course in your workplace. The suggested approach for completing this task is to: 1. Provide your third party with a copy of the attached instructions (page 31) and the third party report documentation (starting on page 32). 2. Arrange a time to meet with them to discuss the third party report. We estimate that the meeting would typically take about five to ten minutes, depending on how familiar the third party is with your work. We recommend that you bring a copy of your assessment work to the meeting in case the third party would like to see some examples of the evidence you have produced. 3. Ask the third party to fill out the report (including signature and date at the bottom of the second page) and get them to return it to you for inclusion in your assignment.

Instructions for Third Party Evidence Report (To be completed by the candidate’s supervisor) In order to make a judgement about the candidate’s ability to ‘Develop work priorities’ we are required to collect evidence from a range of contexts and over a period of time. Some of the main sources of evidence that we use are samples of the candidate’s work products, and the candidate’s responses to questions about how they undertake certain tasks and activities in the workplace. While this generally gives us a good indication of the candidate’s overall knowledge and ability, it is sometimes difficult to judge how well the candidate understands and follows the organisation’s specific requirements. Consequently, we request that you assist in making this judgement by completing this third party evidence report. We value your contribution and ask that you answer the questions honestly. We recommend that you have a short discussion with the candidate about each of the points in the attached checklist as a way of satisfying yourself that the candidate meets the organisation’s requirements. You may also wish to take a look at some of the evidence the candidate has prepared for their assignment as a way of double checking that the candidate has the required knowledge and understanding. If you believe that the candidate’s knowledge, understanding and performance is inadequate in some of the areas covered in this report, we request that you work with the candidate to help improve their performance in these areas to a satisfactory level. Alternatively, you may wish to speak with a consultant at Training Services Australia about additional training you believe would be required to help the candidate reach the required standard of performance. Should you have any questions or concerns about completing this third party report, or would like to discuss any aspects of the candidate’s performance in relation to this course, please contact Training Services Australia on (08) 9422 6444. We would appreciate if you could give the completed report to the candidate to submit with their assignment. Please note that a Training Services Australia assessor may contact you should we require additional information to assist in making our assessment decision.

Third Party Evidence Report for BSBWOR404A Develop work priorities

Name of candidate:

Organisation:

Your name:

Your position:

Your phone no: Your email address:

Work relationship to the candidate:

Approximate length of time you have worked with the candidate:

Yes / No / Does the candidate: Unsure

Plan and complete own work schedule by:  Preparing workgroup plans which reflect consideration of resources, client needs and workgroup targets  Analyse and incorporate work objectives and priorities into personal schedules and responsibilities  Identify factors affecting the achievement of work objectives and establish contingencies and incorporate them into work plans  Use business technology efficiently and effectively to manage and monitor scheduling and completion of tasks

Monitor own work performance by:  Accurately monitoring and adjusting work performance to ensure achievement of tasks  Identifying personal performance standards and working to them  Actively seeking and evaluating feedback from others on work performance  Identifying and reporting on variations in quality of service and products

Coordinate professional development by:  Identifying personal learning needs and skills gaps, taking into account feedback and advice from others  Identifying opportunities for personal skill development  Planning and undertaking development activities  Storing and maintaining records and documents relating to professional development in accordance with organisational requirements

Comments

Please provide brief feedback / comments on each of the following:

The candidate’s ability to set goals and objectives and work towards them

The candidate’s ability to assess and prioritise their workload to ensure work objectives are achieved

How well the candidate monitors their own work performance, including seeking and acting on feedback from others

How well the candidate is able to identify and address their own learning and development needs

Any other comments you would like to make in relation to the candidate’s ability to Develop work priorities

Please comment on whether you believe the training undertaken by the candidate as part of this course has been beneficial.

Third party signature: Date:

Please give the completed third party report to the candidate to submit with their assignment.

Training Services Australia BSBWOR404A – Develop work priorities Version 1.0.0, October 2009