Assessor Resource

BSBADM502
Manage meetings

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to manage a range of meetings including overseeing the meeting preparation processes, chairing meetings, organising the minutes and reporting meeting outcomes.

It applies to individuals employed in a range of work environments who are required to organise and manage meetings within their workplace, including conducting or managing administrative tasks in providing agendas and meeting material. They may work as senior administrative staff or may be individuals with responsibility for conducting and chairing meetings in the workplace.

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 Prepare for meetings

1.1 Develop agenda in line with stated meeting purpose

1.2 Ensure style and structure of meeting are appropriate to its purpose

1.3 Identify meeting participants and notify them in accordance with organisational procedures

1.4 Confirm meeting arrangements in accordance with requirements of meeting

1.5 Despatch meeting papers to participants within designated timelines

2 Conduct meetings

2.1 Chair meetings in accordance with organisational requirements, agreed conventions for type of meeting and legal and ethical requirements

2.2 Conduct meetings to ensure they are focused, time efficient and achieve the required outcomes

2.3 Ensure meeting facilitation enables participation, discussion, problemsolving and resolution of issues

2.4 Brief minute-taker on method for recording meeting notes in accordance with organisational requirements and conventions for type of meeting

3 Follow up meetings

3.1 Check transcribed meeting notes to ensure they reflect a true and accurate record of the meeting and are formatted in accordance with organisational procedures and meeting conventions

3.2 Distribute and store minutes and other followup documentation within designated timelines, and according to organisational requirements

3.3 Report outcomes of meetings as required, within designated timelines

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 Prepare for meetings

1.1 Develop agenda in line with stated meeting purpose

1.2 Ensure style and structure of meeting are appropriate to its purpose

1.3 Identify meeting participants and notify them in accordance with organisational procedures

1.4 Confirm meeting arrangements in accordance with requirements of meeting

1.5 Despatch meeting papers to participants within designated timelines

2 Conduct meetings

2.1 Chair meetings in accordance with organisational requirements, agreed conventions for type of meeting and legal and ethical requirements

2.2 Conduct meetings to ensure they are focused, time efficient and achieve the required outcomes

2.3 Ensure meeting facilitation enables participation, discussion, problemsolving and resolution of issues

2.4 Brief minute-taker on method for recording meeting notes in accordance with organisational requirements and conventions for type of meeting

3 Follow up meetings

3.1 Check transcribed meeting notes to ensure they reflect a true and accurate record of the meeting and are formatted in accordance with organisational procedures and meeting conventions

3.2 Distribute and store minutes and other followup documentation within designated timelines, and according to organisational requirements

3.3 Report outcomes of meetings as required, within designated timelines

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
Develop agenda in line with stated meeting purpose 
Ensure style and structure of meeting are appropriate to its purpose 
Identify meeting participants and notify them in accordance with organisational procedures 
Confirm meeting arrangements in accordance with requirements of meeting 
Despatch meeting papers to participants within designated timelines 
Chair meetings in accordance with organisational requirements, agreed conventions for type of meeting and legal and ethical requirements 
Conduct meetings to ensure they are focused, time efficient and achieve the required outcomes 
Ensure meeting facilitation enables participation, discussion, problemsolving and resolution of issues 
Brief minute-taker on method for recording meeting notes in accordance with organisational requirements and conventions for type of meeting 
Check transcribed meeting notes to ensure they reflect a true and accurate record of the meeting and are formatted in accordance with organisational procedures and meeting conventions 
Distribute and store minutes and other followup documentation within designated timelines, and according to organisational requirements 
Report outcomes of meetings as required, within designated timelines 

Forms

Assessment Cover Sheet

BSBADM502 - Manage meetings
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

BSBADM502 - Manage meetings

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: