BSBPEF501 Manage Personal and Professional Development Project Portfolio

This project portfolio is based on BSBPEF501 Manage Personal and Professional Development. It includes sections on managing team's personal and professional development, developing and maintaining own personal and professional competence, and facilitating achievement of work priorities.

MANAGE RTO 41111
CRICOS 03487C
Project
Portfolio
BSBPEF501
Manage personal and professional
Development ONAL
AND PROFESSIONAL
DEVELOPMENT
Contents
Section 1: Manage team’s personal and professional development...........................................................4
Section 2: Develop and maintain own personal and professional competence..........................................7
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BSBPEF501 Manage personal and professional development
Project Portfolio – Assessment Task
P R O J E C T
P O R T F O L I O

Section 3: Facilitate achievement of work priorities....................................................................................9
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BSBPEF501 Manage personal and professional development
Project Portfolio – Assessment Task

Student name:
Assessor:
Date:
Organisation this
assessment is based on:
Team within the organisation:
Documentation reviewed as
preparation:
BSBPEF501 Manage personal and professional development
Project Portfolio – Assessment Task
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Section 1: Manage team’s personal and professional
development
1 Describe the organisation you are basing this project on.
1.1 What is the name of the organisation?
Name of the organisation is the Worlducation which is a social start up.
1.2 What does the organisation do?
Worlducation is one of the organizations which is dealing in tablets computers for purpose of students of
primary school. It is not only aimed at the hardware but also it is focusing on the competitive team
creating software, activities and content in order to educate and engage the students. This organization
aims to make changes in the ways in which children learn new things in the school with the
implementation of artificial intelligence to be followed in the progress of the child and also it ensure
adjustments in needs as these students learn and also create a different optimal path for purpose of
enhancing the learning experience.
1.3 What are the key functions and activities of the team you will manage the personal and
professional development for?
There are different types of activities and functions of the team to be managed by me of the employees
for purpose of ensuring the personal and professional development. These activities and functions
includes organisation skills for managing the different zoom calls and maintaining positive customer
relationship. I also manage the activities of team to for dealing with the emotional clients and also for
managing anxiety in the context to the increased workload. I also manage the attention details of the
employees and also need to develop digital advertising skills.
1.4 What are the organisational goals or objectives (at least three)?
 The goal of the Worlducation is to increase the reach of the business with the increasing the
product and service range offered to reach to large target market and also increase sales by
increasing the donation to the needy classroom.
 To build deeper customer relationships by adopting customer-cantered practices and
strengthening the skills of people.
 To attract and engage with the best staff who allow the business to focus on their customer
service.
1.5 Attach proof of the documentation showing organizational goals (e.g., strategic or operational
plan).
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2 Document team responsibilities.
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Note: Use any appropriate format and tool to document the team roles and responsibilities. Keep in
mind that this document may be used at a later stage to support your team to develop work goals.
2.1 What roles/positions do three of your team members fill?
Team member Team member 1 Team member 2 Team member 3
Role or position Sales Representative Call centre staff Advertising staff
2.2 What are the responsibilities of each of the three team members (name at least two
responsibilities per team member)?
Team member Role Responsibilities
Team member 1 Sales
Representative
This team members needs to maintain good relationship with
the customers.
Sales representative also need to use and maintain the ERP
systems
Need to have good interpersonal and communication skills.
Needs to develop organisation skills in order to fulfil duties
related to the organisation.
Team member 2 Call centre
staff
Team member needs to use proper technology in order to solve
the problem of the customers.
This member also needs to use communication and also
organizational skills.
Team member 3 Advertising
staff
This member also needs to design and develop a different
advertisement for purpose of multiple mediums.
Needs to give attention and also needs to manage the
workload.
2.3 What are the performance outcomes linked to each role/position (name at least two per team
member)?
Team member Team member 1 Team member 2 Team member 3
Role or position Sales Representatives Call centre staff Advertising staff
Performance
Outcome
Outcomes of this
position is that firm is
The outcome of this
position is to able to
Outcomes of this role is
that firm is able to
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able to develop positive
relationship with the
customers which is
important for the
success of the
company. It also
reduces the number of
complaints received by
the company.
use of technology for
solving the problem of
customers in effective
manner and also to
solve the emotional
situation of the
customers.
develop different
mediums for purpose of
reaching to customers.
It is also important for
the firm to reduce the
time and also to reduce
the efforts to be occur
for the approval for
advertisements.
2.4 Does the team have any diverse needs?
All the members in the sales team have diverse needs as focus of sales representatives is on the
building good relationship with the customers. Focus of the call centre staff is on the solving the problem
faced by the customers whereas focus of the advertising staff is on the communicating with the
customers about the offering of the company. But these also have the common needs to attain the goals
of the company and offering customer with great customer service.
2.5 How will you communicate with the team members with diverse needs?
There are different ways in which I can communicate with team members. These ways including in a
meeting, emails, phone calls, one on one discussions and surveys. I can communicate with these
members in a team meeting which helps to understand other members about the needs of every team
member.
2.6 Attach proof of documented team responsibilities to this section of the portfolio.
-------------------
3 Identify and summarise organisational framework requirements for personal and professional
development.
3.1 Do any policies and procedures exist that address work place goals and inform personal and
professional development?
3.1.1. What is the name of the policy and procedure?
Name of the policy and procedure is the Employee Training and Development Policy and Procedure.
3.1.2. What are the performance and professional development requirements outlined in the
policies and procedures?
Policy and procedures outline the requirements of performance and professional development
requirements which is for purpose of extending the knowledge and also acquisition of new skills for
completing the job in a more effective manner. It is also a requirement in order to make the employee
more confident in finding out new ways to ensure personal development.
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3.1.3. Which personal and professional development activities and opportunities are available
for staff to access (e.g., as specified in policies and procedures)?
These policies and procedures can be accessed by all the employees whether they are permanent, part-
time, full-time, short time and temporary employees. These available activities and opportunities includes
the employee coaching as well as mentoring, formal training sessions, on the job training, participating in
conferences, employee discussion forums, subscription or educational material, job rotation and job
rotation.
3.1.4. Does the organisation have any templates available for the development of work goals
(e.g., personal development plan)?
Yes organisation has the templates for purpose of development of the work goals. The template for the
development of the work goal is the personal development plan.
3.2 Do any other industry best-practice professional development opportunities exist?
There are different type of best practices and professional opportunities exist in the business which
consists of the individual training program, expert training, other trainings.
3.3 Note: Attach proof of policies, procedures, templates etc to this section of your portfolio.
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4 Support your team as they develop work goals, plans and activities.
Note: you are required to support at least three team members.
4.1 Which organisational goals should your team align their personal goals with? (Choose two).
One of the goals of the Worlducation is to increase the reach of the business with the increasing product
and service range offered to reach to large target market and also increase sales by increasing the
donation to the needy classroom. It is a goal that allows businesses to understand the requirement of
customers and also to increase the reach of the company. For this, business needs to use effective
communication tools which allow them to communicate with the customers in an effective manner.
To build deeper customer relationships by adopting customer-centred practices and strengthening the
skills of people. It is also a goal that is used is aligned with the personal goals of the team as it is
important for them to ensure building positive relationships with the customers. It will boost their
communication and other interpersonal skills.
4.2 How will you communicate with each team member (e.g., email with instructions, face-to-face
discussion, team meeting)?
There are different ways in which I can communicate with team members including emails with the
instructions, team meetings as well as face-to-face discussions. All these methods are adopted for
different purposes. For instance, if I need to communicate about organizational goals, I will communicate
through team meetings. if I need to communicate for improvement in my individual performance
improvement, I will use face-to-face instruction. If the communication is related to the working method,
then I can use the emails which can include the instruction.
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4.3 What will you communicate to each team member (e.g., personal behaviour modification,
specific skills you would like them to have, explanation of SMART goals)?
I as a manager can communicate to the team members for different reasons including the modification in
personal behaviour, development of specific skills, explanation of smart goals and other reasons. I will
communicate to the sales representative to develop specific skills which allow them to build good
relationships and also I will communicate to call centre staff to ensure modification in their behaviour.
4.4 What other support will you provide each team member (e.g., personal development plan
template with responsibilities already added into the plan, skills assessment)? attach proof of
your additional support to this section of your portfolio.
--------------------------
4.5 Communicate with each team member to provide the support. If not already viewed in person
by your assessor, attach proof of your communication (e.g., video of face-to-face discussion
with each team member, video of joint team meeting, draft email outlining requirements,
recording of telephone discussion etc.).
Note: Depending on how you chose to communicate to each member, you may have more
than one attachment (e.g., if the same communication applies to all team members, one email
with relevant attachments is sufficient).
I have used the email for purpose of communication to different team members. One of the email of
communication with all the members are mentioned below:
To Teammember@1 Teammember@2 Teammember@3
Subject Developing new skills and making improvements in performance
This is to inform all the members that you are doing well but for the attainment of the goals of the
company, we have made changes in our strategy for the attainment of goals and objectives. For this,
you all need to make improvement in your performance to meet the goals. For the attainment of goals
and objectives of the company, it is important for you all to develop new skills. For this, training and
development opportunities are provided to all the members.
Thank You
Sales Manager
Worlducation
5 Complete the table to assess the work goals, plans and activities of each team member.
Team
member
What are their goals? How do their work
goals align with
organisational goals?
How do their
personal and
professional
development plans
Other
feedback
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and activities align
with organisational
goals?
Team
member
1:
Development of
Organisational skills in
order to manage
multiple zoom calls.
Also, to learn to
improve the
relationship with the
customers and get no
complaints.
The work goal of this
individual is aligned with
the organizational goals
as for the development
of skills they won’t allow
them to attain the goals
of the organisation. On
basis of this goal, it is
easier for the business
to communicate with the
customers to
Personal and
professional plan
activities of team
member 1 help to
successfully schedule
and attend the meeting
through coaching and
also helps to reduce
the number of
complaints from the
customers.
Other
feedback to
be offered to
the team
members is
the how to
carry out
their work
through
coaching.
Team
member
2:
Manage anxiety due to
increased workload
and also to develop
problem-solving skills
along with the
communication skills
Management of anxiety
related to workload is
important as it allows
employees, to work
under pressure which is
important for the
organization as
sometimes pressure
related to work
increased over the
marketing team.
In this goal, personal
and professional
development activities
include the mentoring
sessions and also its
consist the watch and
learn activities which is
important to avoid sick
days occurring due to
anxiety. It is important
for the organization to
improve the efficiency
of the employees.
In this
feedback is
provided to
the tea
members by
mentoring
the work
and
correcting it.
Team
member
3:
Improve digital
advertising skills along
with the development
of communication
skills to communicate
with the customers
about the offering of
the company.
These goals are also
aligned with the
organization goals as
improvement in digital
advertisement skills
make the team member
more skilled and
qualified which is
important for them in
order to attain the
organisational goals. As
it allows businesses to
The personal and
professional
development activities
includes the checklists
and training courses
which is important for
removing the errors
occurred in the
advertisement and
also for the reduction
of time required for
digital advertisement.
In this, the
feedback is
provided in
form of
errors
identified by
the person.
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communicate with their
customers in an
effective manner.
It is important for the
business to improve
organizational
efficiency.
6 Provide feedback to each team member from your assessment in the previous question.
Note: Feedback is personal and should be done separately for each team member. You will attach
a separate proof of feedback for each team member.
6.1 How will you communicate feedback to each team member (e.g., review comments on the plan,
recording of telephone conversation, video of face-to-face discussion)?
I will communicate the feedback of the plan of the team member 1 by the reviews of the comments on
the plan. In this, I will able to provide coaching to them about how they need to communicate to the
customers in order to build good relationships with them. I will communicate with team member 2 by
recording the telephone conversation and mentoring them on how to solve the problem of the customers.
For communicating the feedback to the team member 3, I will use the video of face-to-face discussion.
6.2 Which interpersonal skills will you use to establish and build positive working relationships with
your team?
In order to develop positive and effective working relationship with the team, I use the effective
communication skills which allow me to communicate with the team in effective manner. I also use the
leadership skills which is important for purpose of influencing team members to direction of attainment of
goals and objectives. Another skill used by me includes the problem-solving skills, decision making skill
and also motivating skills.
6.3 If not already viewed in person by your assessor, attach proof of your feedback to this section
of your portfolio.
---------------
7 Complete the table to facilitate team members’ access to development opportunities. For each team
member:
7.1 Identify one goal/plan/activity.
7.2 State which personal or professional development opportunity (identified in question 3) is most
appropriate to help the individual team member realise the goal.
7.3 Explain how you will facilitate the professional development opportunity (e.g., email HR to
request training, schedule time for the team member to attend a workshop, approve an invoice
for a subscription).
7.4 Attach proof of your facilitation to this section of your portfolio.
Note: Depending on the professional development opportunity, more than one proof of
facilitation may be required (e.g., if all three team members are to attend the same training,
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then one email to HR is sufficient).
Team
member
Individual
goal/plan/activity
Personal or
Professional
development
opportunity
How will you facilitate access to
the professional development
opportunity?
Team member
1:
Successfully schedule
as well as attending
the sales meeting on
the Zoom and getting
no complaint from the
customers
Allow to develop
organizational skills to
maintain zoom calls
and also for
maintaining positive
online customer
relationships.
Coaching is one of the important
ways for attainment of this goals
and also for developing the
opportunities.
Team member
2:
Successful diffuse of
98% of the situation
which is emotional
during a call and also
to avoid sick days
caused due to
anxiety.
It provides an
opportunity for
managing anxiety
which is the results of
workload. It also
allows to deal with
emotional clients.
For the attainment of this goal, the
team needs to watch and also
needs to learn from it through role-
play interaction. It is also important
for them to do mentoring sessions.
Team member
3:
To get no error on the
advertisement
submission approval
and also for reducing
the time required for
purpose of creating a
digital advert.
To get the chance of
improved attention
and also to get the
opportunity for
ensuring
improvement in the
digital advertising
skills.
These goals can be attained
through checklist which helps
individuals to understand which
advertisements can get approval
ad which are not. Also, for
development of digital
advertisement strategy, individual
can also attend the training
courses.
Attach: Proof of organisational goals ☐
Documented team responsibilities ☐
Proof showing organisational requirements ☐
Proof showing additional support for team members ☐
Proof of communication to support work goal development
(at least one depending on chosen form of communication)
☐
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Proof of feedback to team members (separate feedback
for each team member)
☐
Proof of professional development facilitation ☐
Section 2: Develop and maintain own personal and
professional competence
1 Describe your role and responsibilities.
1.1 What is your role/position within the team?
My role in the team was the manager of the sales team. I as a manager also needs to manage the work
of the team and also focusing on the attainment of the goals of the company.
1.2 How does your role contribute to the broader organisational goals (selected to focus on in
Section 1)?
There are different ways in which I contribute for purpose of attainment of the goals. For this, I did peer-
to-peer reviews of the work of the team members. I also retain the staff member in the organization by
developing and maintaining a positive relationship with them. I as a manager also contribute to the goals
of the organisation by contributing for the organizational profit.
1.3 What are your responsibilities (list at least three)?
There are different types of responsibilities to be bear by me during playing the position of sales
manager. For playing these roles, I need to fulfil different responsibilities. Some of these responsibilities
are mentioned below:
Providing training and development to the staff members and also for providing guidance.
I also need to provides feedback to the team members which helps them to attain their goals and also
needs to manage their performance.
I also need to communicate with the team to build a positive relationship with them and also retaining the
staff members.
2 Seek feedback on your own personal and professional development.
2.1 Who can provide you with feedback about your development needs (at least one person)?
Sales team of the company can provide me feedback for my developmental needs.
2.2 Which questioning and listening techniques will you use to seek and receive feedback?
For seeking and receiving of the feedback, I needs to first listen to the feedback as I am adopting the
listening technique. It is one of the technique which is important for purpose of understanding my mistake
and also allow me to make improvement.
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2.3 If not already viewed in person by your assessor, attach proof of the feedback (e.g., video of a
meeting with your superior) to this section of your portfolio.
---------------
3 Plan your own personal and professional development.
3.1 For your assumed role in this assessment, what are your goals, plans and activities (name at
least two)?
 Developing organisational skills to understand the prioritization of the work
 Decreasing the customer complaint with 20%
3.2 How do your goals align with the organisational goals?
These organizational goals help to ensure improvement in my capabilities and capacity which allow me
to complete the work of the organisation in an effective manner. On basis of it, it is easier for me to attain
the goals and objectives.
3.3 Which competency standards apply to your performance (name at least three)?
 Unbiased skills verification
 Learning plan
 Gap analysis
3.4 How will your performance be measured?
There are different ways in which the performance of a person can be measured. Some of these tools to
be adopted by them include the setting of goals, tracking of training of a person, and implementation of
project management tools.
3.5 Which performance development opportunities will help you realise your goals (at least two)?
There are different types of performance development opportunities to be adopted by a person for the
attainment of the goals which include the Check List and the First call resolution
3.6 Document your own development needs, plans and activities. Make sure you include the
feedback you received.
Note: You may use the table below or any other format required by your organisation (e.g.,
performance development plan template). If you do not use the table below, attach proof of
your documented development needs, priorities and plans to this section of your portfolio.
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Role description Role: Sales team manager
Key competencies and measurement:
 Knowledge of sales for understanding how to sell the product and
services of the company
 Active listening for understanding problems to be faced by the sales
team
 Proper knowledge of the products and services of the company.
 Management skills
Development
requirements and
feedback
Personal: Prioritisation of work
Professional: Deal with the customer complaint
Goals Performance development
opportunities
Time
frame
Priority Incentives/rewards
Developing
organisational skills to
understand the
prioritisation of the
work
Check List 8 Week 2 Increment in salary
Decreasing the
customer complaint
with 20%
First call resolution 6 Week 1 Promotion
4 Participate in at least two personal and professional development activities you selected in the
previous question. Attach proof to this section of your portfolio (e.g., video of you attending a training
workshop, video of a mentoring session you attend, notes you made at a conference or while
listening to a podcast).
Attach: Proof of feedback (if relevant) ☐
Proof of documented development needs (if relevant) ☐
Proof of participation in professional development ☐
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activities (at least two)
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Section 3: Facilitate achievement of work priorities
1 Research and implement techniques to manage team health and well-being in the workplace
1.1 Do research to explain at least five techniques applicable to your specific organisation for
maintaining the health and well-being of yourself and your team members.
Note: Use at least two sources of information and attach proof of your research to this section
of your portfolio.
There are different ways which are to be adopted by the organization for purpose of maintaining of health
and well-being of the employees. Explanations of some of these techniques are mentioned below:
 Provide control to the employees about ow to complete a work.
 Reduce the work load and allow them to develop personal and professional skills to avid work
load and anxiety.
 To provide flexibility to the employees as it helps employees to join meeting through Zoom call.
 Provide timely training and development in order to learn new ways for working in order to
reduce the stress
1.2 Complete the table below to select the techniques that best suit each team member.
Team member: Health and well-being technique How can it be implemented?
Student’s role Work life balance It is also a technique that allows
the sales managers for purpose
of maintaining the work-life
balance which is important for
them to avoid stiff shoulder and
headache problems.
Team member 1 Control over the work It is important as it allows the
team member for purpose of
adopting ways that suit to them.
It is also important for them to
take breaks between work to
solve the problem of stiff
shoulder and headache.
Team member 2 Reducing work load It is a technique which is
important for the team in order
to understand how to avoid the
work load. Work load cause
anxiety which is resulting in sick
leaves. In order to avoid it,
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business needs to reduce the
work load.
Team member 3 Work flexibility It is a technique which helps the
team members for managing the
home as well as the work
commitment. It allows them,
team members, to work from
their home and attend the
meeting through Zoom meeting
and other ways.
1.3 Attach proof of how you’ve implemented the selected health and well-being techniques.
Note: Depending on the health and well-being technique(s) chosen, more than one proof of
implementation may be required (e.g., if the only health and well-being technique is to provide
a free fruit bowl at work, then one photo of the fruit bowl in the office kitchen is sufficient proof).
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2 Complete the table below to assess personal, team and organisational demands.
Demand for: Weekly work, personal, professional and well-
being activities required to be completed
Time frame? Priority
(high,
medium.
Low)
Student’s role Understanding of prioritization of work by
developing the checklists.
6 Week 1
Team
member 1
Managing the sales and handling customer
complaint.
8 Week 3
Team
member 2
Managing the clients in an effective manner along
with dealing with the emotional client through
mentoring sessions
8 Week 4
Team
member 3
Improving digital skills by attending training
sessions.
6 Week 2
3 Use technology to manage the work priorities (determined in the previous question) of your team.
3.1 Does your organisation specify specific technology to use for project management?
Yes, the organization is using the ERP which is the enterprise resources planning technology. It is one of
the important technologies which allows businesses to manage the resources of the project in an
effective manner.
3.2 What technology will you use to manage the work priorities of your team?
For purpose of team prioritization, businesses is using the personal and performance development plan
of an individual. It is important for them to prioritise the team in an effective manner.
3.3 Explain how the technology improves work efficiency.
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Technology is one of the important components which allow a person for purpose of completing a work in
less time in a more effective manner. It is also essential for the business to improve their efficiency of
work as it allow them to invest less resources on a specific work,
3.4 Attach proof of your technology use to this section of your portfolio.
Attach: Proof of technology use to organise work demands ☐
Proof of health and well-being research ☐
Proof of implemented health and well-being techniques ☐
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