BSBWOR301 Complete Case Study Organise Personal Work Priorities & Development Answers

The following instructions have been provided to the learner.

INSTRUCTIONS TO LEARNER

This activity is related to the unit of competency: BSBWOR301 Organise Personal Work Priorities & Development In particular, you will be required to demonstrate your skills and knowledge in relation to this unit of competency.

You may refer to your training materials and other research if required. The activity may be completed in the workplace or a simulated workplace.

Your assessor will use a checklist to record the assessment decision.

Overview Below are a number of practical tasks to be completed over a period of time in a real or simulated workplace where you will perform the duties of a manager.

The times for completion of the tasks are to be negotiated between yourself and the assessor. The tasks will reflect your ability to:

Your assessor will provide you with instructions and complete a checklist on which they will record your satisfactory performance of workplace tasks.

The Project Tasks table below identifies the documents that you are required to prepare and submit in your evidence portfolio. They may be presented in printed format in a folder or as an electronic copy.

Ensure both your name and student number is clearly displayed.

The following tasks may be completed as a workplace project based on your own organisation and job role, or as a simulated workplace project based on a fictitious organisation, or an organisation you are familiar with.

1. Read the case study, then answer to the questions that follow.

Case study

Felix works as an executive assistant for a large multinational environmental products company. He is part of the sales team, which is responsible for providing support to the sales management team. His team currently has the following work goals which are part of the wider strategic plan of the company:
‘Increase sales by 10% for the six months to end December 2008’
‘Improve inter-departmental relations and effectiveness of work output with the marketing team’
‘Undertake an audit of physical assets held by the department by end December 2008’
‘Complete quality improvement data log by end February 2009’
Felix’s main responsibilities are to provide day-to-day administrative support to the sales management team, including scheduling meetings, taking minutes, filing, copying, collating of documents, some report writing and editing, taking phone messages, organising travel plans and booking conference and meeting venues.

2. Describe how Felix could set his own work goals to support the sales management team, using one of his key responsibilities as a base.

Case study (cont’d)

Felix has the following tasks to complete this week:
Copy report for meeting on Wednesday
Take phone calls each morning from 8.00 to 9.30 am during management meeting (Sally can cover this if needed)
Type and distribute minutes from Wednesday meeting (must be done by Wednesday evening – urgent)
Book flight for Director of Marketing to Sydney on Friday’s early morning flight (don’t book until after Wednesday meeting)
Book accommodation for conference in 3 months’ time
Edit annual report for next month’s deadline
File last week’s sales figures
Phone auditor and arrange a meeting for next week for management team (available every day so not urgent)

3. Fit Felix’s duties into the following planning chart. If information is not provided, estimate the time allocation required for each task and likely priority level.

Day Task Time allocation Priority (high, medium or low)
Mon
Tues
Wed
Thurs
Fri

4. In what ways can Felix ensure he is meeting legislative requirements and organisational procedures?

5. There has been a large amount of publicity in the past six months about environmental products and the need for people to change their use of products around the home. How might this publicity affect the sales team’s goal of increasing sales by 10 per cent?

6. List and briefly discuss three factors which might cause the team difficulties in meeting this goal.

7. What business technology would Felix use in his daily tasks?

Case study (cont’d)

Each week, Felix checks he has completed all his tasks on a Friday afternoon, before he finishes for the week. He ticks the column on his work plan and circles any tasks he needs to continue with the following week. Felix needs to keep editing the annual report and confirm the conference bookings, as well as his normal phone calls and Wednesday morning meeting tasks. He has completed the other tasks.

8. Using the following table, help Felix complete his task list for this week

Day Task Time allocation Priority (high, med or low) Task complete or continuing?
Mon Phone calls 1.5hrs Med
Tues Phone calls

Copy report for Wed

1.5hrs

30 mins

Med

Med

Wed Phone calls

Type and distribute minutes

1.5 hrs

1.5 hrs

Med

High

Thurs Phone calls

Book flight to Sydney

Phone auditor

Book conference accommodation

Start edit of annual report

1.5hrs

30 mins

20 mins

2 hrs

2 hrs

Med

High

Low

Med

Low

Fri Phone calls

File last week’s sales figures

Continue edit annual report

1.5 hrs

1 hr

4 hrs

Med

Low

Low

9. Draft a feedback request form Felix could give to the management team asking for feedback on his performance as well as asking for general feedback about the quality of output of his work team.

10. Felix is under pressure to complete more tasks in a shorter period of time. He is finding he is suffering some physical and social/emotional symptoms. What might he be feeling?

11. What strategies could be put in place to decrease his stress? Name three possible strategies.

12. Name a personal learning need Felix might have currently. How can units of competency help him identify skill gaps and what opportunities might there be within his workplace to develop his skills further?

Case study (cont’d)

Felix wants to attend a training course at Radar Computing Solutions. The course will provide Felix with information about the advanced features of Vista, which is a program he uses regularly in his work.

13. Complete the following application form for Felix.

Professional development application form
Employee name: Employee number:
Today’s date: Department:
Training type (tick one) Training provider (tick one)
Internal training activity ¨ University ¨
External training activity ¨ TAFE ¨
External provider ¨
Internal training ¨
Activity name or description: Cost:
How will this training be useful in your current position?
How will you share your new skills and knowledge with others in your work team?
Will you contribute to the cost of the training yourself? YES      NO
Have you discussed your application with your team leader / manager? YES      NO
Does your team leader / manager support your application? YES      NO