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Evidence Guide: BSBADM307B - Organise schedules

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBADM307B - Organise schedules

What evidence can you provide to prove your understanding of each of the following citeria?

Establish schedule requirements

  1. Identify organisational requirements and protocols for diaries and staff planning tools
  2. Identify organisational procedures for different types of appointments
  3. Determine personal requirements for diary and schedule items for individual personnel
  4. Establish appointment priorities and clarify in discussion with individual personnel
Identify organisational requirements and protocols for diaries and staff planning tools

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify organisational procedures for different types of appointments

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine personal requirements for diary and schedule items for individual personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish appointment priorities and clarify in discussion with individual personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage schedules

  1. Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements
  2. Establish availability of attendees, and schedule new appointments in accordance with required time lines and diary commitments
  3. Negotiate alternative arrangements and confirm when established appointments are changed
  4. Record appointments and manage schedules in accordance with organisational policy and procedures
Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish availability of attendees, and schedule new appointments in accordance with required time lines and diary commitments

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate alternative arrangements and confirm when established appointments are changed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record appointments and manage schedules in accordance with organisational policy and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

maintaining schedules which meet individual and organisational needs

prioritising and negotiating competing demands.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

access to a range of diaries, planners and calendars to record and schedule appointments.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

review of authenticated documents from the workplace or training environment

analysis of responses to case studies and scenarios

demonstration of techniques in a workplace or simulated environment

review of testimony from team members, colleagues, supervisors or managers.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

other general administration units.

Required Skills and Knowledge

Required skills

communication skills to discuss and confirm requirements and priorities of others and to question others to clarify information

literacy skills to read a range of procedural texts and to write simple instructions

negotiation skills to schedule appointments where there are competing demands

numeracy skills to estimate time, plan accurately and keep records

problem-solving skills to negotiate task distribution and timing for appointments with other members of the group

time management skills to allow realistic time lines to schedule appointments.

Required knowledge

key provisions of relevant legislation from all forms of government, standards and codes that may affect aspects of business operations, such as:

anti-discrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety (OHS)

relationship between satisfactorily organising another person's schedule and achieving team goals

responsibility that is involved in making arrangements for others.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Organisational requirements may include:

availability of information

electronic linked diaries and schedules

linking personal and executive diaries

priority clients and personnel

protocols in contacting other personnel within and outside organisation

recording systems

Planning tools may include:

appointment book

appointment view and planner view in electronic scheduling systems

calendar

desk diary

electronic calendar or diary

in/out boards and whiteboards

manual planners

planning wall chart

Diary and schedule items may include:

conferences

deadlines

leave (for both immediate person and others whose absence affects the person)

meetings

recurring appointments

teleconferences

travel

Recurring appointments may include:

board meetings

committee meetings

staff meetings

Alternative arrangements may include:

cancelling pre-arranged appointments

inserting additional appointments after a schedule has been prepared

re-scheduling existing appointments

Appointments may be recorded in:

calendar

diary

electronic system

filing system

paper system

Organisational policy and procedures may include:

adequate time between appointments

leave

limit on total appointments in any one day

lunch breaks

OHS issues

stress minimisation

sufficient time to complete projects and to meet deadlines

time off in lieu