Reference no: EM133179695

BSBPEF501 Manage personal and professional development

Assessment Task 1: Written Questions

QUESTION 1 Explain what self-appraisal is and how it contributes to a performance review.

QUESTION 2 Describe peer appraisal and list at least one benefit of peer appraisal.

QUESTION 3 Identify four components of a manager's role and responsibilities that are commonly measured by Key Performance Indicators (KPIs) and discuss how the KPIs may be measured.

QUESTION 4 Identify and outline three personality type tests that are common in Australian workplaces.

QUESTION 5 Discuss three advantages and three disadvantages of personality tests.

QUESTION 6 Explain why it is important for leaders to be self-aware in regard to their behaviour.

QUESTION 7 Discuss the advantages of conducting behavioural assessments/appraisals.

QUESTION 8 Describe‘personal development planning' in two or three paragraphs. What is a personal development plan aligned to?

QUESTION 9 Describe each of the letters in the acronym SMART in relation to goals.

QUESTION 10 Discuss the concept of the Pareto Principle in relation to time management.

QUESTION 11 Discuss three ways to manage time at work.

QUESTION 12 Provide a brief description of at least two technologies that can be used to help plan and prioritise work tasks.

QUESTION 13 Describe three strategies that a business can use to ensure their workers maintain work-life balance?

QUESTION 14 List five ways of learning new skills at work. Identify at least one learning style that would benefit from each suggestion.

Assessment Task 2: Plan Work Priorities

The following Assessment Tasks use a simulated business called Complete Business Solutions Australia (CBSA). To complete the tasks, you will need to access information, templates, and policies and procedures found under CBSA resources on Moodle.

For this assessment, you will play the role of Adrian Russo, CBSA Marketing Strategist. CBSA is a consultancy service providing assistance with compliance, finances, human resources, information technology and other business needs to ensure that businesses have the expertise and support that they need to survive and prosper. You should familiarise yourself with what CBSA does, the company's services and history, its organisational structure and its employees. Ensure that you read the CBSA Business Plan to understand the company's mission, vision and business objectives.

PART A: RESEARCH PRIORITY MANAGEMENT TOOLS

To begin this part, read the following email and its attachment, then complete the tasks that follow:

Due to recent scope creep and scheduling issues in a number of our projects, I am asking for the managers to schedule their work duties better and try to avoid these issues occurring again. I would like you to research possible scheduling tools, and then use one of these to schedule in your weekly work duties which I have attached for your reference.

Weekly job tasks for Sales and Marketing Manager:
• Respond to a media enquiry from the local paper about services offered (U).
• Analyse media data to determine the effectiveness of recent tv campaign and write a report for Managing Director (M).
• Conduct weekly staff meeting and write up outcomes to send to team members (R).
• Conduct a marketing strategist performance review (R).
• Meet with other department heads to co-ordinate coming projects (M).
• Provide content for regular tweets (R).
• Prepare blog entries (U).
• Review the latest sales and marketing tools (R).
• Prepare monthly staff newsletter (L).
• Update content to social media accounts (R).
• Review sales and marketing budget to see if we are on track (L).
• Respond to emails from clients and potential customers (R).
• Organise staff weekly social event (L).
• Present information about branding to staff (U).
• Meet with the Managing Director to plan events for the year (M).
• Prepare a schedule of events based on meeting (M).

TASK INSTRUCTIONS

Based on the email and its attachment, you are to complete the following tasks:

1. You are required to research at least three useful technologies/tools that managers can use to manage their work priorities. Your research should be such that you are able to describe each of the three tools/technologies and how it assists in planning and prioritising work.

2. Using one of the technologies you have researched, prepare a schedule for a typical week incorporating all of the tasks listed for the job role provided to youin the attached email. You will also need to factor in at least 30 minutes a day for relaxation to ensure a work-life balance. This can be any activity you choose.
Assume your working hours are from 9 a.m. to 5 p.m. with a 30-minute lunch break and that your travel time to work each day is 30 minutes each way. You should also include at least 2 x 2 hours slots during your week to catch up on jobs not completed.

3. On the Tuesday afternoon, one of the systems your team uses breaks, and the IT team is working on a solution. This has pushed back your team's weekly schedule by at least half a day. On the Wednesday morning the Human Resources Manager asks you to meet with them as an unexpected issue has been raised; that meeting takes two hours out of your day.Make changes to your electronic schedule to fit these unexpected tasks while maintaining your work-life balance. Provide justification.

4. Submit the notes of your research, your weekly schedule and your adjusted schedule to the Managing Director using the organisation's email template (accessible via the CBSA resources on Moodle). The email must:
• use the Email Template
• specify who the email is being delivered to
• specify who the email is being sent from
• specify the date and time the email was sent
• specify a relevant subject for the email
• specify the research document, the weekly schedule, and the modified weekly schedule as the attachments
• specify the body of the email detailing why they are sending this email. You must provide your justification for the re-scheduled tasks.
• specify the job position you are role-playing inthe email footer

PART B: RESEARCH AND REPORT ON STRESS

To begin this part, read the following email and then complete the tasks that follow:

TASK INSTRUCTIONS
Based on the email, you are to complete the following task:
Using a word processor, prepare a report of approximately two pages that outlines your research and your recommendation for the four health and wellbeing programs, including:
• the signs and impact of stress
• strategies that staff can use at home and at work to manage their stress
• the benefits of health and wellbeing programs for the organisations they work for
• four health and wellbeing programs.
Your recommendations should be based on evidence of effectiveness and success and include enough detail for the Managing Director to decide on whether to proceed. Be sure to quote your sources of information.

Assessment Task 3: Personal Development Plan

TASK SUMMARY
This task consists offive parts:
• In Part A, you will be planning personal work goals.
• In Part B, you will be assessing your skills and knowledge against competency standards to determine development requirements.
• In Part C, you will be seeking feedback from others to identify, evaluate and select suitable development opportunities.
• In Part D, you will be developing a personal development plan and summarising a policy.
• In Part E, you will participate in the professional development opportunity identified above.

PART A: PLAN PERSONAL WORK GOALS

TASK INSTRUCTIONS
Based on the email and its attachments, you are to complete the following tasks:
1. Review the CBSA resources on Moodle and position description attached to the email. Consider what your work goals for 12 months would be if you were in that position. One of the work goals should be in relation to your own professional development, and all goals must be SMART goals.
2. Prepare a professional, error-free brief report of approximately one page covering the following topics:
a) an overview of CBSA, including the purpose of the business, where it is located and their website address
b) an overview of the company's goals or objectives
c) an overview of the position description for the job role you are role-playing. Describe the key responsibilities of the job role
d) an outline of the five work goals that you have identified for this job position, including why these goals are relevant to the job role and the CBSA's strategic goals/plans. Explain why these are suitable goals for a 12-month period.

PART B: ASSESS SKILLS AND KNOWLEDGE

TASK INSTRUCTIONS
Based on the email and its attachment, complete the following tasks:
1. Identify two Units of Competency from the Advanced Diploma of Leadership and Management to assess your skills and knowledge against.
2. Complete the self-assessment of the two units using the self-assessment template provided in the email attachment.

PART C: IDENTIFY DEVELOPMENT OPPORTUNITIES
To begin this part, read the following email and its attachment, then complete the tasks that follow:

What does your current job role involve?
What skills and knowledge do you consider are most important to a manager?
What skills and knowledge might be important to acquire based on industry trends?
Which professional development activity have you participated in recently/would like to participate in soon?
How was this/would this be beneficial to you?
Would you recommend this professional development activity to others? Why or why not?
Is there any professional development you think is critical for a manager in your field?

TASK INSTRUCTIONS
Based on the email and its attachment, complete the following tasks:
1. Complete professional competence research
a) Interview at least three fellow students who will be role-playing managers at CBSA. Use the interview response form (attached in the email) to document their responses.
• Ask them to identify the skills and knowledge that they consider most important for a manager to develop.
• In addition, ask them to discuss one example of a professional development activity they have undertaken (or want to undertake) and how this was/will be beneficial to them. Ask them whether they would recommend this activity to you as part of your development.
• Discuss your ranking in your self-assessment and ask for suggestions for any additional professional development activities you could complete to develop your competence.
2. Networking Review
a) Identify and describe at least three formal networks that a manager in the sales and marketing field could participate in.
b) For the three formal networks identify:
• Organisation name and contact details including telephone and email
• The services offered by the networking organisation
• The costs involved in joining the networking organisation
• The benefits you believe joining the network brings to you
• Any other relevant information
• Details of an upcoming event provided by the organisation that you are interested in and why you are interested in the event
3. Research potential professional development activities that you could complete that would help you develop your competence in the units that you have self-assessed. Note the details of the activities.
4. Prepare a word document with the outcomes of your research, your network review and a list of at least four potential development activities. Send the document and the interview responses in an email that includes an introduction and a brief summary of the interview responses. The email must:
• Use the Email Template
• Specify who the email is being delivered to
• Specify who the email is being sent from
• Specify the date and time the email was sent
• Specify a relevant subject for the email
• Specify the Interview forms and your research notes as the attachment
• Specify the body of the email detailing why they are sending this email. You must include an introduction and a brief summary of the interview responses
• Specify the job position they are role-playing in the email footer

PART D: DEVELOP A PROFESSIONAL DEVELOPMENT PLAN
To begin this part, read the following email and its attachment, then complete the tasks that follow:
PROFESSIONAL DEVELOPMENT POLICY

Purpose
CBSA is committed to providing a supportive and rewarding environment for employees and recognises that the quality, responsiveness and professionalism of its workforce is inextricably linked to the company's achievement of its strategic goals.
The purpose of the Professional Development Policy is to encourage and support employees to actively pursue their personal and professional development. CBSA acknowledges that continuing professional development contributes to personal job satisfaction, workplace productivity, reward and recognition.

Policy
1. Identifying development needs
1.1. A staff member's learning and development needs are primarily identified through the performance cycle and are captured in the staff member's Personal Development Plan.
1.2. Learning and development needs can relate to technical or behavioural capabilities required for the staff member's current role or future career ambitions. Behavioural capabilities are defined in the Behavioural Capability Framework. For further information refer to the Behavioural Capability Framework guideline.
1.3. Where learning and development needs and opportunities have not been identified and agreed to in the staff member's current personal development plan, staff will generally not be given approval in that financial or calendar year.

Procedures
1. Professional Development
1.1. Each department's manager has the primary responsibility for the provision of professional development programs and activities for employees within the department including the manager's own. The Human Resources department provides advice and support for professional development.
1.2. Staff requesting professional development must complete the Staff Application Form and have it approved by the relevant manager, outlined in this policy and the application form.
1.3. Send the completed and approved application to their manager for final approval and budget allocation. Managers must submit it to the Managing Director.
1.4. The Human Resources department will provide a Staff Study Agreement for you to sign, where relevant, at which point you may register or enrol for your professional development opportunity.
1.5. The Human Resources department will not approve any study or professional development activities that staff have already commenced without prior permission.
1.6. Human Resources are not responsible for enrolling staff into their activities, paying directly for activities, booking travel and accommodation and will not reimburse staff for any associated costs such as meals, travel, accommodation, equipment and resources, stationery, etc.
1.7. Study leave and exam leave is to be approved by the Managing Director. Please read the award for allocations. Staff enrolled in Higher Education programs are eligible to apply for study leave and exam leave.
1.8. Staff are responsible for providing evidence of completion to the Human Resources department in the way of a Statement of Attainment, Completion Certificate, etc.
2. Financial Support
2.1. Internal professional development programs will be informed by the company's strategic goals and priorities. Internal providers are funded solely by the company, and as a general principle, managers are not required to fund internal professional development programs other than to provide work time for employees to attend programs or to subsidise costs such as an external consultant, catering or printing. Managers are responsible for approving attendance at internal professional development programs.
2.2. Where Human Resources requests the Training department to develop and deliver a specific development program, the costs of development and delivery are to be met from the requesting department's budget with costs agreed to as part of the planning process. The Managing Director is responsible for approving the costs and attendance.
2.3. Continuing Professional Development (CPD) costs will be met by each department's budget upon approval of activities on an annual basis. The Managing Director is responsible for approving attendance at CPD programs.
2.4. Staff enrolled into Higher Education programs must read and adhere to the procedure in the Staff Agreement. The Managing Director is responsible for approving attendance in HE programs.
2.5. Traineeships and other AQF level (Cert II, III, IV, Diploma and Advanced Diploma) qualification costs will be met by each department upon approval. The department's manager is responsible for approving attendance of these programs.
2.6. Short courses, seminars and conferences costs will be met by the individual department's budgets. Department managers are responsible for approving attendance for short courses, seminars and conferences.

TASK INSTRUCTIONS

Based on the email and its attachments, complete the following tasks:
1. Personal Development Plan.
You are required to develop a professional development plan. Your assessor will provide you with a template for completion. You must complete all sections of the template:
• your personal and professional goals for the next 12 months and five years
• your perceived strengths in your skills and knowledge, as well as areas that you would like to improve or gaps you would like to fill e.g. as identified through your self-assessment, interviews or in response to new industry trends
• four professional development activities based on areas for improvements and/or gaps you have identified. The activities may be a combination of long-term and short-term goals and may also include the networks that you have identified:
» One of the activities you identify must be able to be completed prior to the completion of this unit of study through one of your identified networks as you will need to participate and report on this professional development activity for Assessment Task 4. You must choose an activity that involves interaction with others. You should choose an activity that you can easily participate in such as attending a free networking event or seminar, a live webinar, or participating in a discussion on a professional blog or in LinkedIn.
» At least one of the professional development activities you identify should be in response to the feedback provided in part B of this assessment.
» For each activity provide the reason(s) why you have identified this as a priority and by when you would like to address the priority. Include an explanation about how each suits your learning style.
2. Read the attached Professional Development Policy and provide a brief overview of how one of your planned activities fits with the policy. For example: who will cover the cost, who will approve the activity, how much financial support will be provided and what are your next steps?
3. Submit the Personal Development Plan and your policy brief in an email to Gavin Stead with an introduction on how you can serve as a role model in a workplace through work planning. The email must:
• use the Email Template
• specify who the email is being delivered to
• specify who the email is being sent from
• specify the date and time the email was sent
• specify a relevant subject for the email
• specify your Professional Development Plan as the attachment
• specify the body of the email detailing why they are sending this email. You must include a brief overview of how one of your planned activities fits with the policy
• specify the job position they are role-playing in the email footer

PART E: PROFESSIONAL DEVELOPMENT REPORT

TASK INSTRUCTION
Based on the email and its attachments, complete the following tasks:
1. This assessment task requires you to participate in and report on a professional development activity that you identified in your personal development plan.
2. When you have participated in the professional development activity, you will need to complete the professional development report template provided as an attachment in the email. You will need to complete all sections of the report. You should answer each question in a paragraph or two.

Assessment Task 4: Support Team Members to Develop Work Goals and Facilitate Professional Development

This task consists of three parts:
• In Part A, you will provide support and guidance to three team members to assist them to develop work goals, plans and activities
• In Part B, you will be facilitating access professional development opportunities for one team member
• In Part C, you will be facilitating access professional development opportunities for one team member

PART A: TEAM GOAL SETTING

TASK INSTRUCTIONS

Based on the email, complete the following tasks.
1. Prepare for team planning:
• review the email to identify the objectives of the Winter Campaign and the marketing activities involved in implementing the campaign
• review the Sales and MarketingPosition Descriptions to familiarise yourself with the job roles of each of your team members
• develop a Team Plan using the template provided. Your plan must document the organisational objectives, along with team member responsibilities for specific activities related to the Winter Campaign.
2. Facilitate a team meeting (your assessor will arrange for people to role-play team members):
The objective of this meeting is to assist your team members in developing individual work goals, plans and activities that align with their job role responsibilities and the organisations' objectives for the Winter Campaign
This will involve you reviewing the Team Plan, including the organisational objectives for the Winter Campaign, and the specific marketing tasks involved.
You will need to provide each team member with a copy of the Team Member Work Plan and support and guide the team members to each develop their individual Team Member Work Plan. This should include:
• identifying individual goals that are specific and measurable
• identifying specific tasks that each team member needs to complete. Task allocation may be ‘tweaked' during the meeting based on discussions (as long as any changes to the plan meet the organisational objectives and position descriptions).
• ensuring that individual due dates align with the timeframes of the Winter Campaign as provided in the email from Gavin Stead.
Team members may complete their Team Member Work Plan during the meeting, or you may ask the team members to submit their plan to you after the meeting. Be mindful that the team members will complete these forms based upon the information you provide during this meeting. You can choose to distribute the Team Plan and Position Descriptions to assist team members in developing their individual plans.
3. Review the Team Member Work Plans submitted by your team members.
When reviewing team member plans, ensure that the plans submitted align with CBSA's objectives for the campaign, and with the relevant position description
Using the email template provided, respond to each team member with feedback regarding the plan they have submitted.
4. Submit the following to your Assessor:
• Team Plan
• Three Team Member Work Plans completed by your team members
• Three Emails to team members providing feedback on their individual Team Member Work Plans

PART B: FACILITATE PROFESSIONAL DEVELOPMENT ACTIVITIES FOR SALES AND MARKETING TRAINEE

TASK INSTRUCTIONS

Based on the email, complete the following tasks.

1. Identify electives from the BSB30120 Certificate III in Business that would better reflect the job role of Sales and Marketing Trainee. To do this:
• review the job description for the Sales and Marketing Trainee (provided in Part A of this assessment)
• identify electives from the qualification training package.
• document the core units and your selected elective units within the Professional Development Plan.

2. Undertake research and consider internal professional development options that would help build the skills of the Sales and Marketing Trainee. Document the professional development activities you have decided upon using the Professional Development section of the Professional Development Plan. The plan must:
c) identify at least two professional development activities that align with the requirements of the position description and support the Team Member Work Plan developed in Task A
d) name each activity
e) provide a brief online of the activity in the ‘details' column
f) outline how the activity will provide benefit to the organisation and/or employee
g) document any dates for the activity. If it relates to a real course or activity, document that date. Consider the timeframes of the email and the Work Plans in Part A when determining dates
h) cost - identify any costs associated with activities (some activities may be free)

3. Using the email template provided, send an email to Leanne Potter, the Sales and Marketing Trainee, to advise her of professional development activities she will be undertaking. Ensure your email provides details of dates, and where appropriate, web links to information about any external programs she will be undertaking.

4. Submit the following to your Assessor:
• Professional Development Plan
• Email to the Sales and Marketing Trainee

PART C: FACILITATE PROFESSIONAL DEVELOPMENT ACTIVITIES FOR MARKETING STRATEGIST

TASK INSTRUCTIONS

Based on the email, complete the following tasks.

1. Identify electives from the BSB60520 Advanced Diploma of Marketing and Communication that reflect the Position Description of Marketing Strategist. To do this:
• review the job description for the Marketing Strategist (provided in Part A of this assessment)
• identify electives from the qualification training package.
• document the core units and your selected elective units within the Professional Development Plan.

2. Undertake research and consider any internal professional development options that would help build the skills of the Marketing Strategist. Document the professional development activities you have decided upon using the Professional Development section of the Professional Development Plan. The plan must:
a) identify at least two professional development activities that align with the requirements of the position description and support the Team Member Work Plan developed in Task A
b) name each activity
c) provide a brief online of the activity in the ‘details' column
d) outline how the activity will provide benefit to the organisation and/or employee
e) document any dates for the activity. If it relates to a real course or activity, document that date. Consider the timeframes of the email and the Work Plans in Part A when determining dates
f) cost - identify any costs associated with activities (some activities may be free).

3. Using the email template provided, send an email to Adrian Russo, the Marketing Strategist, to advise him of professional development activities he will be undertaking. Ensure your email provides details of dates, and where appropriate, web links to information about any external programs he will be undertaking.

4. Submit the following to your Assessor:
• Professional Development Plan
• Email to the Marketing Strategist

Attachment:- Manage personal and professional development.rar