Eve College BSB50420 BSBPEF501: Leadership and Management Assignment

This assignment, completed for the BSB50420 Diploma of Leadership and Management, focuses on the unit BSBPEF501, Manage Personal and Professional Development. The student addresses various aspects, including performance measurement, personal behavior, and self-awareness, detailing pri...Read More

BSB50420 Diploma of Leadership and Management
Term 3 2022
Unit of competency BSBPEF501 Manage personal
and professional development
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Performance criteria S NYS
Unit of Competency Outcome C NY
C
Assessor’s Initials and Date

Answer the following aspects of
personal and professional
development in the context of
management perspectives.
Answers should not exceed 30-
word count limit.
Principles Involved in Management Techniques Involved in Management
Performance
measurement
There has been proper Codes have
been used in order to measure the
performance. This measurement is
helpful to install better managerial
practices.
To measure the performance there had
been some techniques such as fabrication
of KPIs have been imparted in order to
take out better outcomes.
Personal behavior
In personal behavior some key notions
such as having Moral principles have
worked a lot. It has been used thought
the entire course of action.
For improvement of personal behavior
some techniques such as working on
personal and emotional awareness
techniques have been taken into
consideration.
Self-awareness
With this respect, the principle of self-
concept. This principle have helped a
lot in shaping up the self awareness
and understanding different notions of
self awareness.
For this purpose one of the best strategy
have been imparted where it was
contemplated that the things must be
made go through in the manner which
brings better state of self awareness.
Personality traits
identification
Here, the principle of Consistency was
followed. It made the personal traits
more inclined to hyper growth.
The technique of keeping a proper
schedule was followed which helped to
inculcate consistency factor in the self
practices.
Personal development
plans
The principle of “Learn from Past
mistakes” was followed which helped
a lot in sharpening the abilities and
possessed set of skills.
The Technique of having a diary was
used where all the past events were
articulated which helped to fabricate
better plan with respect to improve
personal development.
BSBPEF501 Manage personal and professional development V2021.1
© Eve College 2021 RTO ID: 45290 CRICOS CODE: 03767F Page 2 of
40
Assessor use □ NYS
□ S

(cont.) Principles Involved in Management Techniques Involved in Management
Personal goal setting
The principles of Clarity, Challenge
were followed. Since in management it
is necessary to have such plans which
argument final outcomes so it helped a
lot to hike management related skills.
For this purpose the strategy of strategic
panning was used. Where clarity, task
complexity, feedback, commitment etc.
aspects were taken into account so can
make the management skills better.
Task prioritization
The principle of giving importance to
such tasks which account bigger share
in term of interests which are related
to management. This principle was
imparted for augmentation of
management skills.
With this respect, “Use a priority matrix”
technique was used. Under this
technique it was assured that how to
improve management skills and how to
set priorities of certain set of tasks.
Identify your
workplace/
organization
Currently I am working in a fitness organization where having range of duties to
perform.
Identify two (2)
common 1. Reading the new stuff every day is one of the most prominent
activity what I am doing so can enhance my domain of
knowledge and understanding level.
personal
development^
activities at your
workplace/ 2. on the other hands, also sharpening personal fitness by
imparting Yoga practices along with Gym in attempt to hike
personal development measures.
organization
Identify two (2)
common 1. The very first one, is having good communication. With this
respect everyday I am working on my professional
communication practices.
professional
development^^
activities at your
workplace/ 2. On the other hands, also working to improve management
skills which is helpful to augment professional skill sets.
organization
^
Personal development activities are activities that aim to better understand an individual’s qualities and potential.
^^
Professional development activities are activities that aim to improve an individual’s performance in the workplace through
continuous education or trainings.

Technology to Plan and
Prioritize Work Tasks
Explanation of How Technology Can Be Used
(answers should not exceed 20-word count limit.)
Work tasks
1. Toggle Track
It is a time tracking system or a kind of software.
Which is used to set the priorities with respect to
certain course of actions.
2. Evernote.
This technology is also being used to manage or plan
the tasks. It provides better note taking system to the
users.
Learning
Environment Technique
Explanation of Technique (answers should not exceed 20- word count
limit.)
1. Hygienic
drinking water
machine.
The instrument is being used so can transmit the best
and healthy water to the workers at workplace.
Health in the
workplace
(refers to an
Proper safety tools and kits are being used in attempt
to provide better heath safety at workplace to the
employees.
individual’s
physical or
mental condition)
2. Safety tools.
Wellbeing in the
workplace (refers to
an individual’s overall
health and job
satisfaction)
1. Providing sense
of safety.
It is provided to individuals so that they can feel safe
in term of both financial and non financial measures.
2. Boosting social
well being at work.
It is ensured that employees get proper socialized
environment while working.

Explain the aim of
the Personal
Development
Policy
This is important since in the present age the personnel are supposed to sharpen
their skills which is only possible if they have better personal development
plan. So the sole aim is to bring betterment in the undertaken practices.
Identify three (3)
training courses
available for staff to
attend based on the
Personal Development
Procedure
1. Time management course.
2. Leadership skill augmentation program.
3. Stress Management.
Briefly explain
further education
procedures of the
Personal
Development
Policies and
Procedures
(answers should
not exceed 70-
word count limit)
With this respect, to improve further process of personal development policies
some new ideas such as meditation and fitness program can be followed. It
would hike the ability of organization and employees to manage their-self. It
would not only improve their personal traits but will empower to help
organization in achieving its goals.
Outline the five
principles of Personal
Development
1. It must be continuous in nature. There must be tendency to
seek improvement scope.
2. Individual learner should own and manage it.
3. the current state of development which is possessed by
individual learner should drive it.
4. the learning objectives and the aims must be clear so can
fulfill the needs.
5. it must be made an inevitable part of professional life.

Did the learner:
Yes
No
Answer all short questions covering: Relating to unit’s performance criteria:
Answer the aspects of personal and professional
development in the context of management
perspectives
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
1.4 Facilitate access to personal and
professional development opportunities that
align to team member goals, plans and
activities
2.1 Assess and prioritise personal, team and
organisational demands
Answer the questions about personal and professional
development activities relevant to your industry.
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
1.4 Facilitate access to personal and
professional development opportunities that
align to team member goals, plans and
activities
3.3 Participate in personal and professional
development activities that address
identified needs, priorities and plans
Answer the following questions about the use of
technology to assist in planning and prioritizing tasks.
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
2.2 Use technology to manage work
priorities of the team
Answer the questions about managing health and
wellbeing in the workplace.
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
2.3 Identify and implement techniques to
manage team health and well-being in the
workplace
Answer the questions about Bounce Fitness’ human
resources policies and procedures relevant to
professional development.
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
1.4 Facilitate access to personal and
professional development opportunities that
align to team member goals, plans and
activities
Result
 Satisfactory  Not Satisfactory
Assessor initial &
date

Performance criteria: Workplace project/ workplace practical observation
The Practical Assessment is a set of tasks that must be completed in a workplace, or in an environment with
conditions like that of a real workplace.
To be assessed for this unit of competency, you must demonstrate your skills and knowledge to plan and prioritise
own work tasks and monitor and obtain feedback on personal work performance.
The Practical Assessments include:
 Workplace Project Assessment - A series of tasks assessing the learner’s practical knowledge and skills relevant to
the unit of competency. This includes the learner completing workplace documents or similar as evidence of
competent performance
 Workplace Practical Observation - A set of assessment tasks where the learner must demonstrate practical skills
relevant to the unit of competency. These skills are to be demonstrated while being observed by the assessor.
 The Workplace Project Assessment requires you to:
o Develop and implement a plan for own personal and professional development.
Area to improve- the communication area is to be improved so can escalate the
ability of communication may get better.
Procedures- With this respect, a remedial action policy would be imparted.
Issues-
Lack of consistency.
Lack of business goal awareness.
Poor feedback process etc.
Actions-
Better understanding pertaining to business aims would be imparted.
Will be subscribing sort of professional course for communication.
A well structured feedback utilization process would be inculcated.
Monitoring-
The entire personal development plan would be monitoring using feedback. The
relevant tutors and peers are supposed to deliver their notions for further
improvement.
o Manage personal and professional development of at least two other individuals.
First individual-
Second individual-
This assessment is divided into six tasks:
 Task 1: Assist team member development of work goals and facilitate access to personal and professional
Development Opportunities
 Task 2: Use of technology to prioritise work tasks to achieve work goals and manage team health and wellbeing
This project requires you to complete the assessment tasks in a workplace or simulated environment where
the conditions are typical of those in a working environment in this industry

Case study
Introduction
Bounce Fitness is made up of four fitness centres. Head office is currently established in Cairns, Queensland. The
other centres are in Brisbane, (Queensland), Sydney, (New South Wales) and Melbourne, (Victoria). It is the
intention of the Board of Directors that a new centre will be opened in Perth, (Western Australia).
It was established in 2001 by Margaret House as a single aerobic studio. After two years membership increases
demanded the small, leased centre be expanded and a new facility was built on land purchased by the
organisation. In 2004 a second centre was established in leased premises in Brisbane and then Sydney and
Melbourne in the subsequent two years.
The Head Office remains in Cairns and a Board of Directors has been established to oversee the function of the
business in all the centres. Each centre has a manager, who reports to the CEO in Cairns, and a team of
permanently employed fitness instructors and other casual instructors, all of whom report to the Centre Manager.
The business is operated on best business practice and complies with all legislative requirements, local by-laws
and is registered with the national body.
Bounce Fitness intends to market its brand through excellence in service and expertise to establish itself as a
premier provider of fitness and wellness in Australia. Much time is invested in training the Centre staff to upgrade
their professional skills and in customer service to foster a loyal member base. Classes are innovative and varied
with regular changes to routines and activities.
Bounce Fitness has developed choreographed fitness moves with accompanying music which is geared to the
varying interests, needs and goals of the member group. It is intended that all around Australia, gym and fitness
centre members will continue to be enhancing personal performance through classes designed and produced by
this business. Classes are coupled with state-of-the-art fitness equipment to cater to those who prefer resistance
training to aerobic workouts. Additional free weights allow for use by even die-hard lifters.
All centres are carpeted in areas used for stationary activities, spacious, well-ventilated, and air-conditioned to
make the environment as safe and comfortable as possible. They are light and feature wrap-around mirrored walls.
The decor was designed by a Brisbane firm and is updated every three years. There are showers, toilets, lockers.
Each centre features a retail section selling fitness shoes, clothes, and other related fitness items. There is a small
cafeteria which is leased to a provider who supplies healthy, low-calorie drinks and light food. Each Centre has
regularly scheduled aerobic classes ranging from high intensity to low intensity. The scheduling is left to each
Centre but must sustain a minimum average of twelve in each class for them to continue to be held. The style of
classes changes as new methods are developed to sustain interest and provide variety.
Circuit classes are also scheduled for groups who move in a circuitous rotation around the different resistance
equipment sequentially as instructed by the instructor. They are required to complete interval aerobic exercises
during the completion of a class to enhance the value of the workout. Very low intensity classes are also held in
age care facilities to keep residents active and incorporate light weights to keep them healthy. This exercise
contributes to the physical and mental health of participants as well as providing an interest in their day.

Scenario
You are currently working as the General Manager in Human Resource Management (GM-HRM) for Bounce Fitness,
a dynamic fitness corporation centred on providing premier personal training services in Cairns, Brisbane, Sydney,
and Melbourne.
No matter how proficient, or even excellent that employees are at their jobs, it is important find ways to be better.
As a forward-thinking organization, Bounce Fitness also benefit from understanding improvement areas to help
guide their feedback and boost employee performance. Reflecting on areas of improvement is valuable for
employees and can help develop employees’ work skills, enhance their performance, and maintain a successful
career.
Some improvement areas at the workplace identified:
Leadership Job knowledge Productivity
Communication Goal setting &
achievement
Performance impact
Organization Customer service Interpersonal skills
Time management Teamwork &
collaboration
Delegation
Integrity Conflict resolution Critical thinking
Focus & engagement Innovation & creativity Initiative
Delegation Productivity Quality of work
As the GM-HRM, you have been directed by the CEO to conduct a discussion with a team member (selection of
various job positions are available in the case supplementary information) of the Sydney Fitness Centre based on
any of the above areas of improvement to determine the following:
 Development of work goals
 Facilitate access to personal and professional development opportunities
 Identify the appropriate technology to prioritise work tasks
 Discuss techniques to manage employee health and wellbeing
 Identify and plan for employee development needs
 Develop provision for employee to participate in personal and professional development activities
Discussion with Central manager with respect to the area of Innovation and creativity to get
it improved.
Development of work goals- It is needed for our organization to develop the work goals in
order to make the new center more productive. With this respect from my point of view we
must go with resolution of innovation and creativity.
Facilitating access to such professional development opportunities- The employees
working in our organization at different levels and on different positions must e offered a
wide range of opportunities related to innovation and creativity.
Technology- Form my point of view we can use “Toggle Track” it would be helpful in
prioritizing tasks.
Techniques to manage employee health and well-being- We can offer them better
workplace. Some new measures can be used.
Identification and plan for employee development- Being a central manager it lies in
your jurisdiction to figure out causes of poor performance so would do this job and proper
actions would be taken to sort out the perils.
Development of provisions for employees to make participation-
It would be code of organization to oblige all personnel irrespective of their position would
make participation in the development activities.
The central manager would be liable for it.
Central manager would undertake it with the help of HR manager.
Monty reporting is supposed to be done so can address all the needed areas.

Supplementary Case Study Materials (please use
these documents to assist in your
)
1. BSBPEF501 Case Study - Bounce Fitness - Personal Development Policy and Procedures
V2021.1
1 of 16
2. BSBPEF501 Case Study - Bounce Fitness - Remedial Action Policy and Procedures V2021.1 2 of 16
3. BSBPEF501 Case Study - Bounce Fitness - Job Description Centre Manager V2021.1 3 of 16
4. BSBPEF501 Case Study - Bounce Fitness - Job Description Fitness Instructor V2021.1 4 of 16
5. BSBPEF501 Case Study - Bounce Fitness - Job Description Data Entry Typist V2021.1 5 of 16
6. BSBPEF501 Case Study - Bounce Fitness - Job Description Office Assistant V2021.1 6 of 16
7. BSBPEF501 Case Study - Bounce Fitness - Job Description Receptionist V2021.1 7 of 16
8. BSBPEF501 Case Study - Bounce Fitness - Job Description Administrative Assistant to Executive
Team
V2021.1
8 of 16

Candidate’s name
Assessor’s name Erwan Tjan
Observation done In person (not applicable
for this term) ☐ Via remote (insert screenshot below)
Please note:
Include a Zoom Meeting
Screenshot (of yourself
only; strictly no group nor
selfie shots) with your
name in the image.
Resize landscape image
to fit into space provided
on the right.
Include another Zoom
Meeting Screenshot (of
your classmate/ Trainer
due to the workplace
project requirements)
Insert your Zoom Meeting Image # 1 (own image in landscape
orientation)
Insert your Zoom Meeting Image # 2 (classmate’s/
Trainer’s image on landscape orientation)

Task 1: Assist team member development of work goals and facilitate access to personal and professional
development opportunities
Your assessor will observe you taking the role as General Manager – Human Resource Management of
Bounce Fitness, to conduct a discussion with a team member (your classmate/ Trainer can undertake this
role) who is based in the Sydney Fitness Centre and assist him/ her in developing work goals, plans and
activities.
You will be assessed on your practical skills to:
 Discuss the following:
o Selecting the role of team member based on the following options:
- Centre Manager (refer to 3. BSBPEF501 Case Study - Bounce Fitness - Job Description Centre Manager V2021.1)
- Fitness Instructor (refer to 4. BSBPEF501 Case Study - Bounce Fitness - Job Description Fitness Instructor
V2021.1)
- Data Entry Typist (refer to 5. BSBPEF501 Case Study - Bounce Fitness - Job Description Data Entry Typist
V2021.1)
- Office Assistant (refer to 6. BSBPEF501 Case Study - Bounce Fitness - Job Description Office Assistant V2021.1)
- Receptionist (refer to 7. BSBPEF501 Case Study - Bounce Fitness - Job Description Receptionist V2021.1)
- Administrative Assistant to Executive Team (refer to 8. BSBPEF501 Case Study - Bounce Fitness - Job
Description Administrative Assistant to Executive Team V2021.1)
o List job responsibilities of the team member.
o Identify the area of improvement of the team member.
The Center manager has been taken into consideration for the purpose of this discussion and
assessment with respect to making some improvements.
Roles-
To make relationship with entire organization in order to guide them for betterment.
Responsibilities-
To approach the center in order to make the branding more powerful.
To manage the acts related to building strong work during re-branding.
To develop the internal mechanism so can minimize any form of disruption.
Areas of improvements-
There are number of area which improvement can be instilled.
Self management can be improved.
Client services can get hiked.
Health and safety security can be augmented.
 Facilitate team member to develop at least one of each of the following according to his/ her role and
responsibilities:
o Work goal
o Work plan
o Work activity
 Assess the developed work goals, plans and, activities of the team member if it is aligned with his/ her
roles, responsibilities, and organisational goals.
 Provide feedback to the team member based on your assessment.
 Use active listening and questioning when giving feedback.
 Show support to team members as they develop their work goals, plans and activities.

 Determine performance review and timeframes to evaluate team member’s progress development.
You must complete a follow-up email with the said team member to communicate the provision of the
proposed personal and professional development opportunities are available in the workplace.
The team member is facilitated with work goal.
Work goal- In the new center the center manager is supposed to work in such a
manner so can help customers getting higher satisfaction.
Assessment of developed work goal-
the goal is aligning with the role of center manager since he is the person supposed to
work on development of work goals so can augment the overall performance of the
organization.
Feedback-
it can be extended in the form of feedback that this work goal is quite aligning with
the roles and responsibilities of center manager and on the basis of the strategy it can
be concluded that it would fulfill the need.
Determination of review and time frames-
The plan would be reviewed by superiors on monthly basis.
Email to Center manager-
New Message (answers should not exceed 250-word count limit) _ 🞨
To Jasmin linn Cc Bcc
Subject Personal and professional development opportunities
Dear
The organization has planned to bring better personal and
professional development opportunities at your work center
in Perth, Australia. With this respect for providing some
better satisfaction to the clients some provisions are made
as-
The all personnel would be given training pertaining to
client management.
The management skills would be augmented.
For better communication some tools are to be imparted.
The monthly reporting of the progress made in the plans
would be submitted to the upper management.
All the personnel are liable to make participation in these
professional training and development programs.
Hopefully, by taking these measures into consideration we
would be able to give the best set of fitness services.
Thanks & Regards.

Job position (select the
team member’s job position
option)
☐ Centre Manager ☐ Fitness Instructor
☐ Data Entry Typist ☐ Administrative Assistant
☐ Receptionist ☐ Administrative Assistant to
Executive Team
Location (select the
appropriate option where
staff is based)
☐ Sydney ☐ Melbourne
☐ Cairns ☐ Brisbane
Prepared by
Position General Manager – Human Resource Management
Date completed
☐ Leadership ☐ Job knowledge ☐ Productivity
☐ Communication ☐ Goal setting & ☐ Performance
achievement impact
Identify the area of ☐ Organization ☐ Customer service ☐ Interpersonal
skills
improvement for the ☐ Time
management
☐ Teamwork & ☐ Delegation
team member (please collaboration
select two options) ☐ Integrity ☐ Conflict resolution ☐ Critical thinking
☐ Focus & ☐ Innovation & ☐ Initiative
engagement creativity
☐ Delegation ☐ Productivity ☐ Quality of work

Work goals for Centre
Manager (select the two
options if this job
description is chosen)
☐ ensuring profitability by
delivering quality fitness
activities
☐ maintaining fitness
equipment
☐ ensuring compliance with
health and safety legislation ☐ recruiting, training and
supervising staff
☐ managing budgets ☐ promoting and marketing the
business
☐ undertake coaching, fitness
instruction and training of
clients
☐ have good understanding of
health and fitness
fundamentals
☐ ability to design and execute ☐ helping and motivating clients
exercise fitness programs reach their fitness goals
☐ maintaining personal integrity, ☐ dedication to self-
improvement,
client confidentiality self-awareness and learning
Work goals for ☐ teaching and advising on the
use ☐ maintaining customer service
Fitness Instructors of fitness equipment Standards
(select the two options if
this job description is
chosen)
☐ dealing with enquiries,
complaints and emergencies. ☐ ensuring quality of work
performed
☐ setting up and monitoring
fitness ☐ maintaining current first aid
equipment Certificates
☐ ensuring clients safety and
injury ☐ reporting accidents and
preparing
prevention procedures accident reports
Work goals for
administrative positions
(select the two options if
this job description is
chosen)
☐ undertaking administrative
tasks
☐ utilizing exceptional computer
skills and knowledge of tasks
☐ keeping statistical and financial
records ☐ performing general
administrative duties
☐ providing quality and efficient
administrative support ☐ ability to prioritize, organize,
and effectively communicate
☐ effectively support
management staff ☐ ability to multi-task, solve
problems and teamworking
☐ performing internal and
external communications ☐ meet deadlines as required in
supporting efficient
operations
☐ proficiency in database user
interface and query software ☐ superior time management
and scheduling skills
☐ knowledge of record and file
management systems ☐ meticulous attention to detail
and excellent organizational
aptitudes
☐ expertise in electronic mail and
office suite software ☐ discreet and professional
demeanour

Professional development
activities (select the
appropriate option that is
aligned to support the
expected work goal
selected)
Activity areas
Action option (select appropriate option/s) T
i
m
e
f
r
a
m
e
(
p
l
e
a
s
e
s
p
e
c
i
f
y
)
☐ Expand
accountabilities
☐
Expand a staff member's job
content to include a wider
variety of tasks, risk taking
opportunities, greater
responsibility and/or authority
In the first
phase the
monthly basis
time frame is
supposed to be
imparted.
☐
Ensure that different types of
tasks and levels of responsibility
are needed, not just more work
in the
same task.
☐ Monitor and review the staff
member's progress.
☐
Attendance and
involvement in
specially
designated
meetings
☐
Select the meeting(s) which will
provide the staff member with
the knowledge, exposure or
broadening
needed.
☐
Pre-plan the staff member's
involvement in the meeting and
determine the expected
outcome for
the staff member.
☐
Review the meeting with the
staff member - emphasizing the
areas
related to the anticipated
results

☐
On-the-job
coaching and
feedback
counselling
☐
Provide skill and knowledge by
answering questions, reviewing
work, discussing progress and
providing general direction.
☐
Work through actual problems
in order to share insight and
problem-
solving strategies.
☐ Monitor development progress
and feedback the results.

Professional development
activities (select the
appropriate option that is
aligned to support the
expected work goal
selected; cont.)
Activity areas
Action option (select appropriate option/s) T
i
m
e
f
r
a
m
e
(
p
l
e
a
s
e
s
p
e
c
i
f
y
)
☐ Understudy
training
☐
Prepare the staff member to
assume the responsibility of his
or her supervisor either as a
substitute
or as a replacement.
☐
Provide opportunity to observe
and be involved in the day-to-
day responsibility of the
supervisor's
job.
It would be kept
for a quarter in
the first phase.
Latter on some
changes can be
proposed.
☐ Lateral transfer ☐
Transfer the staff member to
another job at the same position
level to broaden his/her
knowledge and experience as
well as develop an appreciation
for viewpoints and
interrelationships of various
groups
within the organization.
☐
Work one-on-
one with a
specialist
☐
Arrange to have the staff
member
talk or work with people
experienced in specific areas.
☐
Arrange to have the staff
member
talk or work with external
professionals.
☐
Follow-up to review new ideas,
perspectives, and knowledge
gained.
☐
In-house
training
programs
☐
Enrol the staff member in an
applicable in-house course or
program
☐ Provide the staff member with
access to computer-based

training.
☐
Outside
functional
training
☐ Enrolment in formal degree
programs, courses, or
workshops
☐
Pursuing certificates,
accreditations
or other credentials through
educational programs
☐ Mentoring ☐
Assign senior staff to share
experience, knowledge and
ideas on specific topics with the
staff member in order to
encourage him/her to try new
approaches to
solving problems.

Activity areas Action option (select
appropriate option/s)
T
i
m
e
f
r
a
m
e
(
p
l
e
a
s
e
s
p
e
c
i
f
y
)
☐ e-learning
☐ Communication (ability to
speak, write and listen) ☐ Training
workshops
It will be for
one month at
beginning.
☐ Coaching
Interpersonal (ability to build ☐ e-learning
☐ relationships and make
impressions on others in
social
☐ Training
workshops
situations)
☐ Coaching
Personal development
activities (select the ☐ Organization (ability to plan,
schedule and prioritize)
☐ e-learning
☐ Training
workshops
☐ Coachingappropriate option that
is aligned to support the
☐ e-learningexpected work goal
selected) Problem-solving (ability to
☐ Training
workshops
☐ handle challenging or
surprising
situations)
☐ Coaching
Self-confidence (belief in
☐ e-learning
☐ Training
workshops
☐ your abilities, actions and
decisions)

☐ Coaching
☐ e-learning
☐ Adaptability (ability to adjust
quickly and easily to new
things)
☐ Training
workshops
☐ Coaching

Personal development
activities (select the
appropriate option that is
aligned to support the
expected work goal
selected; cont.)
Activity areas Detailed action areas
(select one option)
T
i
m
e
f
r
a
m
e
(
p
l
e
a
s
e
s
p
e
c
i
f
y
)
☐
Integrity (doing what is right
and telling the truth, even if
doing so presents
challenges)
☐ e-learning
☐ Training
workshops
☐ Coaching It will be for
one month at
beginning.
☐
Work ethic (demonstrating
reliability, responsibility,
quality, determination and
discipline)
☐ e-learning
☐ Training
workshops
☐ Coaching
Recommendations for an
effective performance
review process and
timeframes (select the
appropriate option that is
aligned to evaluate the
employee’s work
performance)
Type of performance review process T
i
m
e
f
r
a
m
e
(
p
l
e
a
s
e
s

p
e
c
i
f
y
)
☐
A feedback process that is continuous and timely
throughout the review period so that employees
know how they are doing and what is expected.
It would be on
weekly basis
and at the end
of a month
would also
make it
rechecked.
☐
A dialogue that includes performance feedback
measured against clear and specific goals and
expectations established at the outset of the
performance management
cycle.
☐
A process for acknowledging the outcomes of the
performance review process that is documented
between the manager and the employee.
☐ A two-way individual conversation between the
manager and the employee

Did the learner:
Yes
N
o
Answer all case study covering: Relating to unit’s performance criteria:
Completed the Employee Work Goal Development:
o Provided job position summary 1.1 Document team member responsibilities
and identify organisational framework for
development of work goalso Provided list of job responsibilities
Identified the area of improvement for the team
member
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
Facilitated team member to develop two (2) of the
following work goals (to meet expected standards of
job performance, focus on job/ task priorities,
increase employee motivation and future career
progression) according to his/ her area of
improvement at the workplace
1.3 Assess others’ work goals, plans and
activities for alignment with organisational
goals and provide feedback to team
members
Developed a work plan for continuous improvement
3.1 Document own development needs,
priorities
and plans using applicable competency
standards, where required
Identified activities to support work plan by
identifying:
Professional development - activity areas, action
areas and timeframes 3.3 Participate in personal and professional
development activities that address
identified needs, priorities and plansPersonal development - activity areas, action areas
and timeframes
Developed a performance review plan - type of
performance review process and timeframes
3.2 Seek feedback from relevant personnel
on own development needs
Provided an email communication to the team
member that personal and professional development
opportunities have been discussed and
arrangements are being made to implement the
agreed action activities to support the team
member’s work goals.
1.4 Facilitate access to personal and
professional development opportunities that
align to team member goals, plans and
activities
Shows support to team members during the
development process:
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities

Did the learner (cont.):
Yes
N
o
Answer all case study covering: Relating to unit’s performance criteria:
Encouraging team member to ask questions during
the development process.
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
Explains what team members can learn from the task
Avoid pressuring team member during the
development process
During assessment, the learner checks if these are
aligned with:
Goal and plan of team member must align to the
scope of the team member’s role in the workplace. 1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
Goal and plan of team member must align to the
duties of the team member in the workplace.
Goal and plan of the team member must have an
impact in aiding the organisation achieve its goals.
2.1 Assess and prioritise personal, team and
organisational demands
Discusses with team member if developed goals,
plans and activities are aligned with:
Learner will discuss the team member’s role and
identify if the developed work goal, plan, and activity
are aligned with the role of the team
member.
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
1.3 Assess others’ work goals, plans and
activities for alignment with organisational
goals and provide feedback to team
members
Learner will discuss the team member’s
responsibilities and identify if the developed work
goal, plan, and activity are aligned with the
responsibilities of the team member.
Learner will discuss the organisation’s goals and
identify if the developed work goals, plans, and
activities are aligned with the organisation’s goals.
2.1 Assess and prioritise personal, team and
organisational demands
Gives clear suggestion to team member to align
work goal, plans and activities with:
Learner gives concrete ways or examples of how to
align the work goal, plan, and activity with the
team member’s identified role.
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
2.1 Assess and prioritise personal, team and
organisational demands
3.2 Seek feedback from relevant personnel
on own development needs
3.3 Participate in personal and professional
development activities that address
identified needs, priorities and plans
Learner gives concrete ways or examples of how to
align the work goal, plan, and activity with the
team member’s identified responsibilities.
Learner gives concrete ways or examples of how to
align the work goal, plan, and activity with the team
member’s organisation’s goals.
2.1 Assess and prioritise personal, team and
organisational demands
Result  Satisfactory  Not Satisfactory Assessor initial & date
BSBPEF501 Manage personal and professional development V2021.1
© Eve College 2021 RTO ID: 45290 CRICOS CODE: 03767F Page 21 of
40
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Task 2: Technology to prioritise work tasks to achieve work goals and manage team health and wellbeing
As the General Manager – Human Resource Management (GM -HRM) of Bounce Fitness, you have been
given the task to use technology to organise and prioritise work tasks and commitments with fitness
centres based in Sydney, Melbourne, Cairns and Brisbane as the latest Covid outbreak in Australia has
once again resulted in state border closures, restrictions and cancelled plans.
To complete this task, you must:
 Identify at least one of each of the following based on your workplace sources:
o Personal work task
o Teamwork task
o Organisational work task
o Identify at least one commitment based on each identified work task.
 Assess each task and commitment identified.
 Use technology to:
o Organise the identified work tasks.
o Prioritise identified work tasks based on their urgency from the identified commitments.
Identification of task on the workplace:
Organizational task has been undertaken. There is need to use technology in order to maximize
the organizational outcomes. It is only possible with the help of prioritization of work tasks and
sort of commitments.
The fitness center in Australia is supposed to be highly satisfactory to the customers. With this
respect the use of technology becomes Organizational work task.
There will be a commitment that in the duration of one year the all centers would be made
technologically efficient.
Assessment of task and commitment-
The task of imparting modern technology is quite rational since at present the health sector is
looking for such dynamism.
At the same time, the commitment is also feasible since the all associated people are good at
adoption which will make it possible.
Use of technology-
There will be number of tasks and all would be carried out using proper technology. With this
regard, some actions will be taken and labeled as-
Organizing the work tasks-
1. achieved- The tasks finished like- inception of a new center.
2. Planning- Task are to be performed like to use technology such as Trello toolkit.
3. Up Next- All the next projects not yet started the measurement of success of this plan.
4. In Progress- Which are going on, implementation of the strategies.
5. On Track- Which are being tracked, roles and code setting.
Prioritizing the work tasks-
Roles and code setting.
Use of Trello toolkit.
BSBPEF501 Manage personal and professional development V2021.1
© Eve College 2021 RTO ID: 45290 CRICOS CODE: 03767F Page 22 of Assessor use □ NYS
□ S

40

Instructions
As General Manager – Human Resource Management, you would need to:
 Organise a Zoom Meeting with the respective Centre Managers in Sydney, Melbourne, Cairns and
Brisbane. If you do not have a Zoom Meeting app, please go to URL: https://zoom.us/download and click
on the download button for Zoom Client for Meetings.
 Install the Zoominstaller.exe on your notebook and once it is installed, open the app to register for a free
Zoom Meeting account bearing your full name (as registered in your course enrolment for compliance
authentication).
 Open Zoom Meeting app and edit title of the meeting as ‘Bounce Fitness Zoom Meeting for Centre
Managers.’
 Schedule a ‘meeting’ (refer to 11. BSBPEF501 Case Information - How to Schedule and Start a Zoom Meeting
V2021.1) with all Centre Managers at a specific date (date must be on a working day) and time (timing
should reflect between 9:00am to 5:00pm).
 Select Google Calendar (you need a Gmail account to be able to use this calendar option) to record this task and
save input.
 Once Google Calendar (refer to 12. BSBPEF501 Case Information - Google Calendar for Administrative Assistants
V2021.1 for further information if required), you will add ‘Guests’ (Centre Managers as ‘attendees’ – refer to 10.
BSBPEF501 Case Study - Bounce Fitness - Hierarchal Structure V2021.1) by typing their respective emails
under the add guests dialogue box:
o Jacinta Scotts – [e-mail]
o John Hyatt – [e-mail]
o Paul Thomas – [e-mail]
o Elle Tolley – [e-mail]
o Margaret House – [e-mail]
 Edit the message box to include information on the Zoom Meeting agenda covering:
o Welcome note
o Meeting objective/s
o Introduction to the health and wellbeing program for employees
o Organizing the program to be implemented including:
- Active engagement by all Centre Managers to promote and support the program at each centre
locations
- Recruiting workplace champion to support this program
 Capture a screenshot of the completed Zoom Meeting invitation on Google Calendar (ensure all details of the
Zoom Meeting invitation is included in the screenshot) and insert it in the answer template provided herein.

Instructions (cont.)o Prepare a 15-minute PowerPoint presentation on Bounce Fitness’ Health and Wellbeing program
covering:
o An introduction to all Centre Managers on playing a key role as the people who have the most day-to-
day interaction with staff and can influence their work situations directly (refer to
13. BSBPEF501 Case Information – Sample Introduction to Managers V2021.1)
o You would also need to include in your PowerPoint presentation to the Centre Managers on the need to
organize the following tasks:
- Work Task 1 - Setting a staff meeting to highlight the Company’s health and wellbeing program (refer to
14. BSBPEF501 Case Information – Sample Speaking Notes for Staff Presentation V2021.1)
- Work Task 2 - Recruiting workplace champions at their respective centres by appointing suitable
candidates for this role (refer to 15. BSBPEF501 Case Information – Sample Notes for Recruiting Workplace
Champions V2021.1)
o Foster a working collaboration with Centre Managers by adopting the use a project management app,
i.e., Trello (a visual collaboration tool that organizes general project management into boards), to organize the
given tasks. Provide an introductory in your PowerPoint to the Centre Managers about the features of
this app and if you are new to Trello, you can seek further guidance on how to use this app at:
- 16. BSBPEF501 Case Information - The Essential Trello Team Toolkit V2021.1; or,
- Refer to Trello website at URL: https://trello.com/en-AU/guide ; or
- Refer to How to Use Trello | Project Management Software for Beginners (Trello Tutorial) by Steward
Gauld at URL: https://www.youtube.com/watch?v=WlzWKP0Dp3E
 Make an appointment with your Trainer to conduct your PowerPoint presentation.
 Organize the Health and Wellbeing program using the free Trello app:
o by downloading at URL: https://trello.com/en-AU/platforms if you would like to use it on a long- term
basis or,
o alternatively, you can opt to use the cloud-based version at URL: https://trello.com/b/Y3aHl9DM/trello-
central if you are only intending to use it for this
purpose. (Please note, you would need to confirm your email address within the next 14 days to be
able to continue to use this app).
 Register for a Trello account and ensure you use your full name (as provided in your course enrolment) to
initiate the use of this app.
 Create the relevant tasks inputs for all the Centre Managers on Trello and specify each tasks’ timeframe
for completion:
o Create a new Board (choose an appropriate template of your choice) and labelling it as, ‘Bounce Fitness
Health and Wellness program.’ Note: you can skip Trello from connecting to your email account.

Instructions (cont.)
o On the Board dashboard, archive lists:
- ‘Pending’ list
- ‘Blocked’ list
- ‘Done’ list
o Under Project Resources list:
- Archive ‘Trello Tips’ card
l Rename project name to ‘Health and Wellness Program’ Launch Timeline by selecting edit labels. Once
done, choose save.
l Change the project description by selecting the ‘Edit’ button and input the description of the Health
and Wellness Program (information on this can be referred to 14. BSBPEF501 Case Information – Sample
Speaking Notes for Staff Presentation V2021.1).
l Next click on the label to edit timeline under the ‘Checklist’ section, click on ‘March 1st, 2019: Begin
campaign planning’ and edit label to a new dateline (scheduling of dates of milestones need to be realistic).
l Update ‘Stakeholders’ card and edit ‘Description’ to include all Centre Managers as well as the CEO
and their respective email address on it.
l Update ‘Weekly Updates’ card and edit “Description’ to state every Friday at 4:00pm.
o Under ‘Questions for Next Meeting’ list:
- Archive ‘Trello Tips’ card
- Edit first card, ‘Who’s the best person to fix my HTML snag?’ to ‘What is the action plan to implement
the Health and Wellness program at the workplace?’
l Edit ‘Description’ and list the action plan steps (refer to URL: https://worksafe.tas.gov.au/topics/Health-and-
Safety/health-and-wellbeing/wellbeing- programs/seven-steps-to-creating-a-wellbeing-program under Step 4:
Develop an action plan and policy as a guide).
- Edit second card, ‘How can I get access to the super-secret document?’ to ‘How to put it into action’
l Edit ‘Description’ to state ‘How to put this project into action?’ (refer to URL:
https://worksafe.tas.gov.au/topics/Health-and-Safety/health-and-wellbeing/wellbeing- programs/seven-steps-to-
creating-a-wellbeing-program under Step 5: Put it into action! as a guide).
o Under ‘To do’ list:
- Edit first card to state ‘Organize a meeting with staff to introduce program by next week’

Instructions (cont.)
Edit second card to state ‘Recruit Workplace
Champions to support the Health and Wellness
program’
Archive ‘Edit email drafts’, ‘Curate customer list’ and
‘Sketch the “Teamy Dreamy Font” list
Capture a screenshot of the completed Trello
dashboard and insert it in the answer template
provided herein. Ensure you resize the image to
fit into the answer space provided (failure to do
so, would result document margins would be out of
alignment and a re-submission would be required).
Supplementary Case Study Materials (please use
these documents to assist in your
)
9. BSBPEF501 Case Information - Developing a workplace mental health strategy V2021.1 9 of 16
10. BSBPEF Case Study – Bounce Fitness – Hierarchal Structure V2021.1 10 of 16
11. BSBPEF501 Case Information - How to Schedule and Start a Zoom meeting V2021.1 11 of 16
12. BSBPEF501 Case Information - Google Calendar for Administrative Assistants V2021.1 12 of 16
13. BSBPEF501 Case Information - Sample Introduction to Managers V2021.1 13 of 16
14. BSBPEF501 Case Information - Sample Speaking Notes for Staff Presentations V2021.1 14 of 16
15. BSBPEF501 Case Information - Sample Notes for Recruiting Workplace Champions V2021.1 15 of 16
16. BSBPEF501 Case Information - The Essential Trello Team Toolkit V2021.1 16 of 16

Meeting date Time
Meeting option ☐ Face-to-face ☐ Remote
Meeting location ☐ Board meeting room ☐ Zoom Meeting platform
Participants
☐ Board of Directors ☐ CEO
☐ General Managers ☐ Centre Managers
☐ Asst. Centre Managers ☐ Fitness Instructors
☐ Marketing staff ☐ Administrative staff
Meeting facilitator
Position General Manager – Human Resource Management
Date prepared
Prior the meeting
☐ Meeting has a clearly defined
objective ☐ Necessary participants are
determined
☐ Meeting day and time are set ☐ Meeting option and location are
set
☐ Meeting agenda is prepared ☐ Meeting invitation is sent
Insert Zoom Meeting
invitation on Google
Calendar to achieve
work task (please
capture the completed
meeting invitation and
ensure image is resized
when inserting it to the
answer cell)

During the meeting
☐ Meeting starts on time ☐ Meeting ground rules are
established
☐ Meeting agenda is reviewed ☐ Purpose of meeting is made
clear
☐ Discussions follow agenda
sequence ☐ Facilitation of the meeting is
evident
☐ Timing for each topic
discussion is well-managed ☐ Discussions are relevant
☐ Background material is
prepared
☐ Attendees are participative
Cover sheet (include topic
of presentation,
presenter’s name)
presentation on Bounce Fitness’ Health and Well-being program.
2. Presentation
objective/s (point/s
must relate
suitably to the
case context)
These are the objectives behind this presentation-
To bring better understanding to the management about the role and
responsibilities they have due to their regular interactions with staff.
Highlighting the program pertaining to health and well-being for the
organization.
Recruitment of workplace champions at centers in order to bring suitable
people.
Hiking working collaboration with the center managers.
Citing use of Trello app for health and well-being program.

4. Introduction (slide
content must relate to
12. BSBPEF501 Case
Information - Sample
Introduction to
Managers V2021.1)
The session would be summarizing-
Importance of health and well-being at workplace for the employees.
How important it is to have good technology to address the issue of health.
The way it paves path for better performance and collaboration.
On the other hands, this presentation would also bring sense of clarity to the
management and all participants, so they can augment their
5. The importance of
mental health and
wellbeing (slide content
must relate to 12.
BSBPEF501 Case
Information - Sample
Introduction to
Managers V2021.1)
The organization is engaged in fitness work so can articulate it in more
professional manner.
It helps people to keep their-self fostering and living better life.
For hiking the social welfare it becomes essential.
If mental health is good then would also pave way for strong society.
Well-being is the most drastic aspect of hiking overall productivity.
Role of Centre Managers
supporting this
program initiatives
(slide content must
relate to 12. BSBPEF501
Case Information -
Sample Introduction to
Managers V2021.1)
This is the role-
they will be guiding the entire initiative.
They will make strategies.
Budgetary control also lies in their jurisdiction.
Imparting strong awareness among team members can be proceeded by them.
And overall their role is quite significant for this matter. As it is known in
Bounce Fitness the entire responsibilities of managing centers lies in the
jurisdiction of these people.
All the center managers as Ellie tolley, John Hyatt, Jacinta are performing
severely to make it possible.

Promoting the program
initiatives to employees
(slide content must
relate to 13. BSBPEF501
Case Information -
Sample Speaking Notes
for Staff Presentations
V2021.1)
The employees would be promoted by making them aware of the program-
firstly, they would be made aware of the notion that why health care and well-
being is impotent for them.
they will be informed about Trello application and the way it gets operated.
They would be given ample ideas in order to substantiate the logic presented to
them.
If they are not desiring to make participation then would be guided to
experience it herself. This strategy will be helpful for the upper management to
promote the initiative.
Detailing how the
program initiative would
be rolled-out (slide
content must relate to
13. BSBPEF501 Case
Information - Sample
Speaking Notes for Staff
Presentations V2021.1)
A well structured plan in relation to the use of Trello application will be
fabricated.
While making the plan all key dimensions are to be articulated so can serve the
best set of interests.
Employee training and development sessions would be held to make them
ready for it.
At the end, some monitoring system would be imparted for the purpose of
keeping eyes on their performance.
Discuss how employees
can get involved (slide
content must relate to
13. BSBPEF501 Case
Information - Sample
Speaking Notes for Staff
Presentations V2021.1)
For making employees involved in the sessions so can carry out the plan some
steps would be taken-
The employees would be motivated to make their entry.
If they are reluctant then a well structured plan of training will be made.
Such codes of conducts are to be fabricated to ensure their participation.
These all actions are supposed to be helpful to bring them to the ground and
becoming active participants.
If they are not scared and aware of the plan then automatically will get
invoved.

10. Encouraging
employees to volunteer
as Workplace
Champions (slide
content must relate to
14. BSBPEF501 Case
Information - Sample
Speaking Notes on
Recruiting Workplace
Champions V2021.1)
For this aim they will be given some motivation.
Both admiration and sort of emblam will be offered.
On montly basis a meeting can be arranged with board of directors as Craig
Fisher, Sarah Kelsall, Don Fraser, Paul Daly so can help them in other ways.
It would be enough effort to encourage the employees to be highly interested
in becoming volunteers.
11. The role of Workplace
Champions (slide
content must relate to
14. BSBPEF501 Case
Information - Sample
Speaking Notes on
Recruiting Workplace
Champions V2021.1)
These are the roles-
to provide sounding board.
Becoming advocate for good mental health.
To deliver talks on the issue to the staff.
Talk to the external speakers.
To aid in distribution of information.
These all roles are to be performed by workplace champions in order to make
the organization plan more fostering.
12. The importance of
fostering collaboration
with the Centre
Managers to organize
and support the
initiative (slide content
must relate to the case
context; answers should
not exceed 30-word
count limit)
These are the importance-
To hike the skills of employees.
Helping them to nurture their domain of understanding and knowledge.
To assist them in bringing collaborative practices.
This is quite significant for the organization since it makes it ready to help the
employees or staff in many ways.

13. Introducing Trello to
Centre Managers as a
collaboration tool to
use in implementing
program initiative
(explain what this app is
all about; slide content
must relate to 15.
BSBPEF501 Case
Information – The
Essential Trello Team
Toolkit
V2021.1)
Trello toolkit is a visual work management system.
This is used by organizations to manage their teams and helping them in many
ways.
It paves the way forward to plan, manage the work together.
To eradicate the complexities in managing work.
If number of works are being performed together then the issues of
collaboration can be eradicated.
14. Using Trello to plan and
manage the program
implementation (slide
content must relate to
15. BSBPEF501 Case
Information – The
Essential Trello Team
Toolkit V2021.1)
The plan and management of the program would be directed and supported by
the technical team.
They will coordinate to the management and center managers.
It will help organization to ensure the best way to implement the program.
15. Briefly explain how to
use Trello to the Centre
Managers (refer to
https://trello.com/en-
AU/guide or view Trello
Tutorial* for guidance;
answers must be
concise and in note
points)
The plan of using it for implementation of mental health and well-being the
tool will be used by center managers as-
The app would be installed in the systems.
A new board and team would be made on it.
The lists are to be prepared in the way they are intended.
The process of labeling will be done.
And entire system or tasks would be monitored on it.
So the system is supposed to be highly useful for the organization in making
these all tasks simpler and handy.
*URL - https://www.youtube.com/watch?v=WlzWKP0Dp3E

16. Brief the
collaborative work
tasks to Centre
Managers (slide content
must relate to the case
context)
Some efforts are to be made-
sharing the aim and objectives of the company.
Installation of communication techniques.
Hiking strengths of employees or staff.
Working on innovation program.
Inserted screenshot of
completed Trello
dashboard to achieve
teamwork task and
organization work task
(screenshot the
completed Trello
dashboard that includes
the required work tasks
are assigned and
deadlines are
documented; ensure
screenshot image is
resized to fit within the
answer space provided
herein)

17. Q&A (provide an
opportunity for
participants to seek
clarification/ provide
feedback)
Now you people are free to ask your query.
You can ask questions pertaining to our meeting and schedule.
If there is any query about the medium of meeting or you are not sure about
anything then may extend your questions.
18. Next meeting (provide a
date and time for the next
meeting)
The next meeting will be held on 1/1/2023.
The invitation for the meeting would be sent via email as-
Hello team,
Topic; to discuss the conducted session and making some
important points.
Dear team you are supposed to join our meeting by using the
link of Zoom platform which is provided as-
https//Bouncefitness.com
Zoom meeting ID: 112 114 554
Meeting time; 1/1/2023
Thanks and regards.
Participation in the
meeting ☐ All participants have a chance
to express their opinion ☐ Open-ended questions are used
Outcome of the meeting ☐ Progress is made toward the
objective ☐ Important discussions and
decisions are summarized
☐ Responsibilities, assigned tasks
and deadlines are documented ☐ Date, time and place for the
next meeting is announced

Presenter’s name
Presentation topic
The Presenter: Poor Fair Average Good Excellent
The presenter delivered the material in a clear and
structured manner. ☐ ☐ ☐ ☐ ☐
The presenter was knowledgeable about the topic
and any related issues ☐ ☐ ☐ ☐ ☐
The presenter maintained my interest during the
entire presentation ☐ ☐ ☐ ☐ ☐
4. The presenter answered questions effectively. ☐ ☐ ☐ ☐ ☐
5. The presenter was enthusiastic about the topic. ☐ ☐ ☐ ☐ ☐
6. The presenter was well organized and prepared. ☐ ☐ ☐ ☐ ☐
The Presentation: Poor Fair Average Good Excellent
1. The presentation was concise and informative. ☐ ☐ ☐ ☐ ☐
The presentation contained practical examples and
useful techniques that applied to current work. ☐ ☐ ☐ ☐ ☐
3. The visual aids were effective. ☐ ☐ ☐ ☐ ☐
4. Overall, I would rate this
presentation/instruction as:
☐ ☐ ☐ ☐ ☐
The information content sufficiently addressed: Poor Fair Average Good Excellent
1. Organizational work task ☐ ☐ ☐ ☐ ☐
2. Teamwork task ☐ ☐ ☐ ☐ ☐

Candidate’s name
Date prepared
Reflective areas Provide a self-evaluation on this area (Answers should
not exceed 50-word count limit)
What improvements could be made?
(Answers should not exceed 30- word
count limit)
Planning & organizing
(establishes a course of
action for self and/or
others to accomplish a
specific goal. Plans
proper
s of personnel
and appropriate
allocation of resources)
Teamwork/working with
others (builds and
develops appropriate
relationships with academic
staff, peers, colleagues,
customers and suppliers at
all levels within an
organisation)

Reflective areas Provide a self-evaluation on this area
(Answers should not exceed 50-word count limit)
What improvements could be made?
(Answers should not exceed 30- word
count limit)
Leadership (takes
responsibility for the
directions and actions of
a team)
Achievement orientation
(maintains and inspires a
results‐ driven approach,
focuses on results and
critical performance
indicators)
Adaptability/Flexibility
(maintains effectiveness
in a changing
environment)

Reflective areas Provide a self-evaluation on this area
(Answers should not exceed 50-word count limit)
What improvements could be made?
(Answers should not exceed 30-word
count limit)
Interpersonal sensitivity
(recognises and respects
different perspectives and
appreciates the benefits
of being open to the ideas
and views of others)
Technical knowledge &
application (develops
and maintains a
knowledge of key trends
in technology as well as
experience of using
modern technology)
Lifelong learning and
development (develop
the skills and
competencies of self,
peers and colleagues
through learning and
development activities
related to current and
future roles)

Did the learner:
Yes
N
o
Answer all case study covering: Relating to unit’s performance criteria:
Completed the meeting checklist covering:
o Details of the meeting activity 2.1 Assess and prioritise personal, team and
organisational demands
o Completed the prior meeting checklist
Provided evidence of Zoom Meeting invitation on
Google Calendar to achieve work task
2.2 Use technology to manage work
priorities of the team
o Completed the during meeting checklist
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
2.2 Use technology to manage work
priorities of the team
Provided background material presentation slides to
achieve work task covering:
- Teamwork task
- Organization work task
Provided evidence of completed Trello dashboard to
achieve teamwork task and organization work task 2.2 Use technology to manage work
priorities of the team
Seek feedback from a Centre Manager who attended
the Zoom Meeting to assess the content information
and collaborative initiatives in the presentation
activity
3.2 Seek feedback from relevant personnel
on own development needs
Organised a team meeting using:
o Shared calendar
1.1 Document team member responsibilities
and identify organisational framework for
development of work goals
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
2.2 Use technology to manage work
priorities of
the team
o Cloud-based applications
o Virtual technology
Identifies the date and time when technology was
used to organise and prioritise work tasks and
commitments personal and professional
development
activities were participated.
2.1 Assess and prioritise personal, team and
organisational demands
2.2 Use technology to manage work
priorities of the team
Tasks refer to specific activities that must be
accomplished by individuals or groups in the
workplace:
o Personal work task
o Teamwork task
1.1 Document team member responsibilities
and identify organisational framework for
development of work goals
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
o Organization work task
BSBPEF501 Manage personal and professional development V2021.1
© Eve College 2021 RTO ID: 45290 CRICOS CODE: 03767F Page 39 of
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Assessor use □ NYS
□ S

Did the learner:
Yes
N
o
Answer all case study covering: Relating to unit’s performance criteria:
Identifies at least one commitment for each work
task:
Commitment refers to agreements that you aim to
meet either during or after implementation of the
corresponding task
1.1 Document team member responsibilities
and identify organisational framework for
development of work goals
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
2.1 Assess and prioritise personal, team and
organisational demands
Commitments must include the agreed upon date of
completion of each work task include:
Personal work task – specific task and responsibility
1.1 Document team member responsibilities
and identify organisational framework for
development of work goals
1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
- Teamwork task - identified work
commitments refer to arranging those tasks
according to their urgency.
Organization work task – corresponding type of task
to be completed
Identifies at least one technique to manage team
health in the workplace:
Technique identified must allow management of the
physical and mental condition of a group of people in
the workplace include: 1.2 Support others to develop work goals,
plans and activities that align with their
responsibilities
1.4 Facilitate access to personal and
professional development opportunities that
align to team member goals, plans and
activities
2.1 Assess and prioritise personal, team and
organisational demands
2.3 Identify and implement techniques to
manage team health and wellbeing in the
workplace
Health and wellbeing program to be implemented in
the workplace
- Encouraging employees to take active
participation for effective engagement and result
outcomes
Cites appropriate sources accessed to identify
techniques to manage team health and wellbeing in
the workplace.
Identifies the date and time when the technique to
manage team health and team wellbeing are
implemented on a technology application
2.3 Identify and implement techniques to
manage team health and wellbeing in the
workplace
Identify how the learner is performing against the
organisation’s performance standards.
2.1 Assess and prioritise personal, team and
organisational demands
3.1 Document own development needs,
priorities and plans using applicable
competency standards, where required
3.2Seek feedback from relevant personnel on
own development needs
Result
 Satisfactory  Not Satisfactory
Assessor initial & date