Assessor Resource

BSBLEG308
Assist in prioritising and planning activities in a legal practice

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required to assist others within a legal practice to organise a legal schedule.

It applies to individuals who work under supervision to arrange appointments and other activities based on court dates and required legislative timeframes. In this role, individuals apply a broad range of administrative competencies in a legal office work environment, using some discretion and judgement. They provide support to legal practitioners and may provide technical advice and support to a team.

This unit underpins all units of competency in the Legal Services stream.

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. Record file-related critical dates and times

1.1 Identify file-related deadlines

1.2 Record file-related deadlines according to a firm’s policies and procedures

2. Make and record appointments on behalf of designated person

2.1 Establish and clarify priorities of designated person/s

2.2 Ensure timelines for achievement of priorities are agreed and documented/recorded

2.3 Arrange and/or rearrange appointments to a time or date which is more convenient for parties involved

3. Assist designated person/s to prepare for critical dates

3.1 Check records daily for upcoming appointments and commitments

3.2 Remind designated person/s of critical file dates

3.3 Prepare and distribute information meeting legislative requirements to designated person/s prior to critical dates

3.4 Monitor timelines regularly in consultation with designated person

4. Follow up outcomes of meetings or other activities

4.1 Plan and organise appropriate follow-up actions and activities in conjunction with designated person and relevant parties

4.2 Update file notes according to a firm’s policies 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. Record file-related critical dates and times

1.1 Identify file-related deadlines

1.2 Record file-related deadlines according to a firm’s policies and procedures

2. Make and record appointments on behalf of designated person

2.1 Establish and clarify priorities of designated person/s

2.2 Ensure timelines for achievement of priorities are agreed and documented/recorded

2.3 Arrange and/or rearrange appointments to a time or date which is more convenient for parties involved

3. Assist designated person/s to prepare for critical dates

3.1 Check records daily for upcoming appointments and commitments

3.2 Remind designated person/s of critical file dates

3.3 Prepare and distribute information meeting legislative requirements to designated person/s prior to critical dates

3.4 Monitor timelines regularly in consultation with designated person

4. Follow up outcomes of meetings or other activities

4.1 Plan and organise appropriate follow-up actions and activities in conjunction with designated person and relevant parties

4.2 Update file notes according to a firm’s policies 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 file-related deadlines 
Record file-related deadlines according to a firm’s policies and procedures 
Establish and clarify priorities of designated person/s 
Ensure timelines for achievement of priorities are agreed and documented/recorded 
Arrange and/or rearrange appointments to a time or date which is more convenient for parties involved 
Check records daily for upcoming appointments and commitments 
Remind designated person/s of critical file dates 
Prepare and distribute information meeting legislative requirements to designated person/s prior to critical dates 
Monitor timelines regularly in consultation with designated person 
Plan and organise appropriate follow-up actions and activities in conjunction with designated person and relevant parties 
Update file notes according to a firm’s policies and procedures 

Forms

Assessment Cover Sheet

BSBLEG308 - Assist in prioritising and planning activities in a legal practice
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

BSBLEG308 - Assist in prioritising and planning activities in a legal practice

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: