Assessor Resource

BSBADM307
Organise schedules

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to manage appointments and diaries for personnel within an organisation, using manual and electronic diaries, schedules and other appointment systems.

It applies to individuals employed in a range of work environments who provide administrative support to teams and individuals.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish schedule requirements

1.1 Identify organisational requirements and protocols for diaries and staff planning tools

1.2 Identify organisational procedures for different types of appointments

1.3 Determine personal requirements for diary and schedule items for individual personnel

1.4 Establish appointment priorities and clarify in discussion with individual personnel

2 Manage schedules

2.1 Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements

2.2 Establish availability of attendees, and schedule new appointments in accordance with required timelines and diary commitments

2.3 Negotiate alternative arrangements and confirm when established appointments are changed

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

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Establish schedule requirements

1.1 Identify organisational requirements and protocols for diaries and staff planning tools

1.2 Identify organisational procedures for different types of appointments

1.3 Determine personal requirements for diary and schedule items for individual personnel

1.4 Establish appointment priorities and clarify in discussion with individual personnel

2 Manage schedules

2.1 Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements

2.2 Establish availability of attendees, and schedule new appointments in accordance with required timelines and diary commitments

2.3 Negotiate alternative arrangements and confirm when established appointments are changed

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

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify organisational requirements and protocols for diaries and staff planning tools 
Identify organisational procedures for different types of appointments 
Determine personal requirements for diary and schedule items for individual personnel 
Establish appointment priorities and clarify in discussion with individual personnel 
Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements 
Establish availability of attendees, and schedule new appointments in accordance with required timelines and diary commitments 
Negotiate alternative arrangements and confirm when established appointments are changed 
Record appointments and manage schedules in accordance with organisational policy and procedures 

Forms

Assessment Cover Sheet

BSBADM307 - Organise schedules
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBADM307 - Organise schedules

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: