Supporting Personal Wellbeing in the Workplace: Assessment Tasks and Practical Activities

This assessment task evaluates student’s knowledge essential to support personal wellbeing in the workplace in a range of contexts and industry settings. It includes knowledge of common personal and workplace factors that may impact on wellbeing, communication styles, methods for communicating with a supervisor, key features of Employee Assistance Programs (EAPs), and common workplace resources for addressing wellbeing.

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
ASSESSMENT TASK 1: KNOWLEDGE QUESTIONS
Assessment task instructions:
This is the first assessment task which consists of 6 written knowledge questions. You must complete all the
knowledge questions at the required level to get a “Satisfactory” outcome.
Purpose of the assessment task:
This assessment task is designed to evaluate student’s knowledge essential to support personal wellbeing in the
workplace in a range of contexts and industry settings and knowledge regarding the following:
 Knowledge of the common personal and workplace factors that may impact on wellbeing
 Knowledge of the advantages and disadvantages of different communication styles
 Knowledge of the methods for communicating with a supervisor
 Knowledge of the key features of Employee Assistance Programs (EAPs)
 Knowledge of the common workplace resources for addressing wellbeing
Assessment conditions and resources:
Assessment will be conducted in a safe simulated environment where you will have access to:
technology, resources, templates, scenarios, WHS law information, workplace information and documentation to
complete this assessment task
Questions:
1.1. Answer the following questions:
a) Prepare a list of any five (5) common personal factors that may impact on your
wellbeing.
 Physical (health and fitness)
 Social factor
 Community factor
 Career factor
 Financial factor
b) Prepare a list of any five (5) common workplace factors that may impact on wellbeing.
Providing social support
Job design, including control over work
Conflict between work
Layoffs and economics insecurity
Overtime and number of hours worked.
1.2. Discuss any two (2) advantages and disadvantages of the following communication
styles.
 passive
 assertive
 aggressive
Passive:
Page 1 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
Advantage-
1. It get praised for being good support and looked after by others.
2. Alleviate anxiety in short term.
Disadvantage-
1. it could take advantage from other people, may end up and having take care too many excessive
demands from many other people, depressed or anxious.
2. Self-esteem can be impacted over the work.
Assertive:
Advantage-
1. Ability to hear from other easily and complete needs to be met and have huge confidence.
2. Earn huge respect from each other
Disadvantage-
1. There is no guarantee that things will be done, there are sometimes people who are uncomfortable
with having their honesty and being direct to each other at workplace.
2. Create more problem for many other peoples.
Aggressive:
Advantage-
1. Feel more powerful, often what want and how people leave alone.
2. Deal with people aggression
Disadvantage-
1. People leave alone because they don't want around anyone and have more problems at different
places.
2. Anger and resentment
1.3. What are the different methods of communication you can use to communicate
about personal wellbeing with the Supervisor? Mention any three (3).
Act of listening
Written communication
Visual communication
1.4. What is the most appropriate method for communication about wellbeing? (Guide:
50+ words)
Verbal communication involves the usage of words which delivery the intended message from well-being made.
This also keep the methods with effective communication that might be personal or has to be used more
than phones calls. The medium of message side can make the use of verbal communication is oral. Seeing
the person whom face-to-face communication is taking more place and helps for gauging the response
Page 2 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
the person by understanding their body language.
1.5. What are the key features of Employee Assistance Programs (EAPs)? (Guide: 50+
words)
Employee assistance program that can help employees with having personal problems and also affect their job
performance. This could help for identifying the wide range of financial, health social issues and so on.
Here are some key features of employee assistance program-
Reduced absenteeism- this keep employee with having prime focus on organisation.
Increased productivity- It has distraction from personal and many other professional issues is some of their
primary productivity.
Positive work environment- Employee should have less stressful with working that lead with more loyal and
have their better concentration.
1.6. What are the four (4) most common workplace resources for addressing wellbeing?
 Open communication
 Availability of well-being support
 A culture is being inclusive and respectful
 Culture of resilience
Page 3 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
ASSESSMENT TASK 2: PRACTICAL ACTIVITIES
Assessment task instructions:
This is the second (2nd) assessment task which consists of four (4) practical activities including: scenarios, written
and oral communication and practical activities. You must complete all activities at the required level to get a
“Satisfactory” outcome.
Purpose of the assessment task:
The purpose of this assessment task is to assess the student’s knowledge and skills essential to support personal
wellbeing in the workplace in a range of contexts and industry settings.
 Skill to develop a plan to communicate with supervisor, including:
o factors that may impact on own wellbeing, both positively and negatively
o appropriate style of communication
o appropriate method of communication
o strategy to deal with negative response.
 Skill to identify and access one formal and one informal wellbeing resource.
Assessment conditions and resources:
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are
typical of those in a working environment in this industry.
This includes access to challenges and situations to demonstrate the application of performance evidence.
Activities:
Read the case study and complete all activities below.
Case study – Online Media Solutions
Online Media Solutions is a marketing and web development business based in Melbourne,
Australia. From idea to design, development and marketing, we achieve results for our
clients and grow their business. We have ventured into the web service industry to offer
our superior and unique services to small businesses and organisations. Our experience
and expertise in web sales and e-commerce give us the backing to provide solutions that
are currently lacking in the market.
There is an all-time high demand for web development and marketing for small businesses
with signs of rising further. Interestingly, few web developers have taken advantage of
this opportunity, leaving the industry with no dominant provider. The high costs of the
projects and the focus on more prominent companies and organisations could be the
contributing factor as to why this market remains untapped. We have a system that will
reduce the project costs dramatically, giving us the opportunity to offer quality services at
reduced prices.
Mission
Our professional team of specialists with industry expertise deliver solutions not only for
leading brands but also for non-profit organisations and innovative startup businesses. We
aim to reach success by providing unique yet creative solutions to our customers that will
elevate their online presence.
Our Vision
Quality web solutions with a sound technical foundation that enable our clients to impress
their customers and improve their online image worldwide. We want to make our
customers stand out in the online environment and become the leading provider of online
services for small and medium-sized businesses.
Keys to success
 We will offer quality web services to small businesses and organisations at affordable
prices.
Page 4 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
 Customised and tailored services.
 Establishment of alliances and partnerships with internet service providers and
organisations involved in computer consultancy
2.1. Read the scenario below and complete the activity.
Online Media Solutions has seen an unexpected exponential growth in this COVID -19
period due to most businesses moving to e-commerce to generate revenues. Your
company has received a number of projects in the following fields:
 Interface and Web Design Services
 WordPress Development Solutions
 HTML and CMS Development Services
 Graphic Design
 Application development
 Online marketing
You have been working as a customer service team member in Online Media Solutions
from last three years. You are familiar with the different services provided by the
company. Most of the new customer service team members approach you for help when
they have any customer queries that they are finding hard to respond.
Due to this exponential growth, your company has a shortage of experienced customer
service team members. The management decided to roster you on rotating shifts to
ensure that the new team members can learn from your knowledge and experience in
both the shifts.
You have been working on rotating shifts for the last month. Considering the amount of
work, you also have to work overtime. Working on rotational shifts and overtime is
motivational in terms of financial benefits and career growth.
However, you feel this is causing issues to your personal wellbeing. From the last two or
three weeks, you have not been able to:
 Exercise regularly
 Get enough sleep
 Concentrate on work properly due to fatigue
This has been due to poor work-life balance. You want to advocate for and feel
empowered about personal wellbeing in the workplace. It involves developing and
applying basic knowledge of factors that may influence wellbeing, both positively and
negatively.
To do so, you will have to:
 Identify the factors that impact personal wellbeing.
 Develop a plan for communication with the Supervisor
 Communicate with Supervisor regarding the personal wellbeing
 Investigate formal and informal wellbeing resources
a) Activity 1: Recognise factors that impact personal wellbeing
Description of the activity:
This part of the activity requires you to recognise the factors that impact personal
wellbeing. After recognising the factors impacting personal wellbeing, you must
document your response in “Template 1” provided.
Page 5 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
To do so, you are required to:
 Analyse the information given in the case study (Section: Current scenario)
 Identify personal factors that may impact on wellbeing (Both positively and
negatively)
 Identify workplace factors that may impact on wellbeing
 Recognise and document the relationship between personal wellbeing and
identified workplace factors relevant to your own role based on the information
given in the case study
 Document your response in the “Template 1” provided.
Template 1: Recognise factors that impact personal wellbeing
Factors impacting personal wellbeing
Provide at least two personal
factors that may impact
on wellbeing
Regular exercise, get enough sleep
Provide at least two
workplace factors that
may impact on
wellbeing
Providing social support, conflicts between work
Relationship between
personal wellbeing and
identified workplace
factors relevant to your
own role (Guide: 30+
words)
Well-being at workplace is about for helping their employees health,
content. This has some factor such as stress management
framework, remote access, autonomy, workspace design.
b) Activity 2: Develop a plan for communication with the Supervisor
This activity is a continuation of Activity 1.
This activity requires you to develop a plan for communication with the Supervisor.
The communication plan’s focus is to set up a framework to discuss the factors
affecting personal wellbeing (as identified in Activity 1).
The plan for communication with the Supervisor must be developed using “Template
2” provided.
To develop a plan for communication with the Supervisor, you are required to:
 Document the factors impacting personal wellbeing, both positively and
negatively (as identified in Activity 1).
 Select appropriate communication approach/style of communication
 Select appropriate method for communication about wellbeing
 Plan relevant content for communication including a strategy to deal with a
negative response
Template 2: Communication plan
Communication plan
At least four Factors Behaviours, attitudes, emotions, work experiences
Page 6 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
impacting personal
wellbeing
Communication
approach/style of
communication
Passive which can create the communication styles might be often
yielding to other, this also include usually fail to express their needs,
allowing for expressing themselves. While having such things this
seems to be safer to speak when having conflicts at workplace,
while because this likely avoid confrontation or defer to some
others.
Method for communication Verbal and non-verbal communication method can play
the effective role through which it could be important
aspects of communication methods and the most useful
in telling about person to whom communicate and how
they feel.
Content for communication
including a strategy to
deal with a negative
response
Increasing services option in response with dissatisfied clients, offering
flexible work schedule to improve employee morale, such type of
negative response seems by the employee. For this organisation
can make the use of online feedback templates and also states
about clear guidelines and integrity with customer.
c) Activity 3: Communicate with Supervisor
Activity context
Based on the communication plan developed, it was decided to conduct a meeting to
discuss the factors affecting personal wellbeing and seek advice from the Supervisor
to address personal wellbeing.
Description of the activity:
This activity is a continuation of Activity 2.
This activity requires you to arrange and conduct a meeting with the Supervisor and
review communication effectiveness.
To do so, you are required to complete the following two (2) parts:
 Part A: Meeting with the Supervisor
 Part B: Review the effectiveness of communication
Part A: Meeting with the Supervisor
This part of the activity requires you to arrange and conduct a meeting with the
Supervisor.
The purpose of the meeting is to conduct a meeting to discuss the factors affecting
personal wellbeing and seek advice from the Supervisor to address personal
wellbeing.
For each meeting, you are required to follow the below-given process.
Before the meeting:
Before the meeting, you are required to arrange communication with Supervisor. To
do so, you are required to develop a meeting agenda and send an e-mail to the
Supervisor to invite them to the meeting.
The meeting agenda must be prepared using the template provided. The meeting
agenda must discuss the purpose of the meeting and provide details regarding the
meeting’s place, date, and time.
Page 7 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
After preparing the meeting agenda, you are then required to send an e-mail to the
team members to invite them to the meeting.
Guidelines for writing the e-mail:
• Ensure the text written in the e-mail is grammatically correct and free of errors.
• Use business style writing.
• The text must provide a summary of the attachment.
• Attach meeting agenda to the e-mail.
After e-mailing the meeting agenda to the Supervisor, you are then required to
conduct a meeting.
Conducting the meeting
When conducting the meeting, you must
• Conduct communication according to the communication plan developed in
Activity 2.
• Demonstrate effective and communication skills at all times:
o Use formal communication style, encouraging and respectful tone
o Ask questions to clarify and confirm understanding
o Listen actively
o Understand the information needs of others
o Adapt communication to suit the audience
o Answer questions clearly and concisely
o Use non-verbal communication skills that encourage discussion and
feedback: nodding, smiling, eye contact
• Provide an opportunity for discussion.
o Listen and comprehend information from a variety of spoken exchanges
with the participants of the meeting
o Provide an opportunity for the audience to ask questions
o Respond to questions.
o Acknowledge and respond to differences in opinions.
During the meeting, you must:
• Welcome the Supervisor
• Introduce the meeting’s purpose
• Discuss the factors impacting personal wellbeing
• Seek advice from the Supervisor to address personal wellbeing.
• Discuss potential solutions and agree on the solution to be implemented.
During the meeting, the Supervisor will:
• Agree to focus on work-life balance.
• Will request to continue the same for the next two weeks and then move to the
previous rosters.
• Recommend for Employee Assistance Programs (EAPs)
After the meeting:
• Complete the meeting minutes template.
Page 8 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
• Send an e-mail to the attendees of the meeting to the meeting participants.
Follow the guidelines provided below.
Meeting agenda must be prepared based on the purpose of the meeting and
discussion items given in the activity.
The e-mail must be as per the guidelines specified.
Meeting minutes must be prepared based on the discussion conducted.
During the meeting, the trainer/assessor will be looking for:
• Whether the student:
o Took audience, purpose and contextual factors into account when making
decisions about what to communicate with whom, why and how.
o Selected and used appropriate conventions and protocols when
communicating with diverse stakeholders
o Used interpersonal skills to establish and build positive working
relationships with others.
Meeting agenda template: Meeting agenda
Date/Time: Date : 23/02/2022
Time : 10:00 am
Location: Ricoh Arena
Chairperson: Mr. Evander
Meeting
Attendees:
Full names and
roles
Asa (roles managing time
limits, contributes insights
to agenda items)
Arya (represent conclusion
and responsibilities and
action items)
Agenda
Item/Topic
Discussion/Outcomes Action
Officer
Due Date
Welcome
(Agenda item 1)
Topic?
Ongoing performance conversation Ana 20/02/2022
`
(Agenda item 2)
Topic?
Career growth and development Aidan 21/02/22
(Agenda item 3)
Topic?
Organisational changes Elizabeth 22/02/22
Summary It had been seems that updated about
tasks performance, about what should
be the highest priority of company and
how this will make sure for having
employee succession. While for
increasing the transparency about the
decision and gathering the employee
Page 9 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
feedback about what changes should be
done in organisation.
Next Meeting
Time/date
Date: 25/02/2022
time: 9:00 am
Meeting closed
at:
12:30:00
Minutes are a
true and
accurate record
of the meeting
Supervision in organisation.
Meeting minutes template: Meeting
Minutes of Meeting
Attendees: arya, Dorian
Date: 23/02/2022
M
e
et
in
g
O
bj
e
ct
iv
e:
c
h
a
n
g
e
s
in
or
g
a
ni
s
at
io
n
p
er
fo
r
m
a
n
c
e
Page 10 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
V
e
n
u
e:
Ri
c
o
h
Ar
e
n
a
No. Points Discussed Actions
Suggested
Target Date
1 Implementation of new
technology
Train the
employee for
using new tools,
implementing
technology
through using
pilot program for
work.
16/05/22
2 Change in leadership Understand the
need for changes,
empower the
employee
through using the
effective
communication,
activate
leadership.
20/07/22
3 Changes in organisational
culture
Connect culture
and
accountability,
align with culture
that band,
measure with
more efforts
18/09/22
4 Time of crisis Try to manage
the rapidly
emerging
consequences
and utilise the
resources in
organisation,
make the per-
planing.
15/09/22
Page 11 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
Name of attendee 1:
project manager
Name of attendee 2:
supervisor
Name of attendee 3:
team leaders
Name of attendee 4:
chief technology
officer.
Note: You must (either) collect signatures from your team members at the meeting or
collect emails from them in response once they have been given the Meeting Minutes
document.
Part B: Review the effectiveness of communication
This part of the activity is a continuation of part A of this activity.
This part of the activity requires you to review the effectiveness of communication
conducted in part of this activity. To do so, you are required to:
• Assess the solutions presented to the personal wellbeing.
• Review how effective was the communication with the Supervisor.
• Complete “Template 3” provided.
Template 3: Effectiveness of communication
Effectiveness of communication
Effectiveness of the solutions
presented to the personal
wellbeing (Guide: 30+ words)
Health and well-being are essential part of life and that have
much fundamental per-conduction for development
and learning. This should be had for working with
active participation and engagement in learning, a
positive environment must be important and also
informed about the awareness of health and some
crucial to long term health and well-being.
Effectiveness of the communication
with the Supervisor (Guide: 30+
words)
Effective communication with supervisor is most important
key element of eventual succession at workplace.
However, this could be important that feel
comfortable and prepared about the effective
approaches from supervisor in timely manner for
discussing concerns and have their better report work
progress.
d) Activity 4: Investigate available wellbeing resources
This activity requires you to investigate available wellbeing resources. To do so, you
are required to:
 Conduct research and identify and document any five (5) wellbeing
resources.
 Review the selected wellbeing resources.
 Select and access one (1) formal and one (1) informal wellbeing resource
applicable to own workplace.
Page 12 of 13

ASSESSMENT TASKS
Qualification details:
BSB30120 Certificate III in Business
SBTA course reference:
BC3-20_1.1_Wellingbeing
Units of competency:
BSBPEF201 Support personal wellbeing in the workplace
After investigating the available wellbeing resource, you are then required to use the
“Template 4” provided and document the following:
 Five (5) identified wellbeing resources.
 Formal and informal wellbeing resource applicable to own workplace
 Reason for selection of formal and informal wellbeing resource.
 Method for accessing selected resources
Template 4: Investigation of available wellbeing resources
Investigation of available wellbeing
resources
Five (5) identified welling being
resources
Connect with people, learn new skills, health and fitness,
pay attention to present moment. Kindness.
One (1) formal and one (1) informal
wellbeing resource applicable to
own workplace
Formal- enhanced work performance and productivity.
Informal- maintain positive life balance.
Reason for selection of formal and
informal wellbeing resource (30-
50 words)
Formal well-being resources which enhanced for
work performance in the best way and
have the high level of psychological job
satisfaction and well-being.
Informal well-being resources for maintaining
the time and try to ensure for keeping the
estimated sources.
Method for accessing selected
resources (Guide: 20+ words)
This could keep the organisation and employee for working
with more effective concepts and ensure them for
having growth and development.
Page 13 of 13