Assessor Resource

BSBSMB408
Manage personal, family, cultural and business obligations

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to examine the impact personal, family and cultural obligations have on business operations, and to develop and implement strategies to improve business success.

It applies to individuals who operate small or micro businesses. In this role, individuals use analytical skills to identify their own obligations, and interpersonal skills to explain business ideas and issues to others.

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. Identify personal and business commitments/
obligations within family, cultural and community contexts

1.1 Identify personal, family, cultural and community contexts the business operates in

1.2 Identify personal, family, cultural and community commitments and obligations that impact the business

1.3 Consider strategies to address and minimise negative impacts these commitments or obligations may have on the business

1.4 Prepare workable plans to address and minimise impact these issues have

2. Develop ethical work practices within family, cultural and community contexts

2.1 Develop a culturally appropriate work ethic in terms of personal, family and community obligations, and cultural requirements

2.2 Identify and implement strategies to reinforce a culturally appropriate work ethic in the business

2.3 Prepare contingency plans for when alternative action is required due to changes within the business, family, cultural or community environments

3. Review work practices within family, cultural and community contexts

3.1 Monitor personal, family, cultural and community commitments or obligations to identify any changes that might impact the business

3.2 Review plans and strategies to ensure negative impacts of any commitments or obligations are addressed, and implement any necessary changes

3.3 Monitor implementation of culturally appropriate work ethic to ensure it is supported and maintained in the business

Evidence of the ability to:

undertake a detailed analysis of implications of family, cultural and community obligations and commitments on self, staff and the business

clarify a culturally appropriate work ethic and ensure workability of plans and strategies for maintaining this ethic

produce plans and strategies addressing negative impacts obligations or commitments may have on the business.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain central characteristics of the small business and its environment

discuss community and family expectations and dynamics

summarise cultural and family relationships

outline historical, cultural, ceremonial, religious or family issues relevant to specific communities

identify life work balance, particularly relating to health

describe local community and relevant organisations and persons within the community.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the Management and Leadership – Small and Micro Business field of work and include access to:

relevant legislation, regulations, standards and codes

relevant workplace documentation and resources

case studies or possible, real situations

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

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. Identify personal and business commitments/
obligations within family, cultural and community contexts

1.1 Identify personal, family, cultural and community contexts the business operates in

1.2 Identify personal, family, cultural and community commitments and obligations that impact the business

1.3 Consider strategies to address and minimise negative impacts these commitments or obligations may have on the business

1.4 Prepare workable plans to address and minimise impact these issues have

2. Develop ethical work practices within family, cultural and community contexts

2.1 Develop a culturally appropriate work ethic in terms of personal, family and community obligations, and cultural requirements

2.2 Identify and implement strategies to reinforce a culturally appropriate work ethic in the business

2.3 Prepare contingency plans for when alternative action is required due to changes within the business, family, cultural or community environments

3. Review work practices within family, cultural and community contexts

3.1 Monitor personal, family, cultural and community commitments or obligations to identify any changes that might impact the business

3.2 Review plans and strategies to ensure negative impacts of any commitments or obligations are addressed, and implement any necessary changes

3.3 Monitor implementation of culturally appropriate work ethic to ensure it is supported and maintained in the business

Evidence of the ability to:

undertake a detailed analysis of implications of family, cultural and community obligations and commitments on self, staff and the business

clarify a culturally appropriate work ethic and ensure workability of plans and strategies for maintaining this ethic

produce plans and strategies addressing negative impacts obligations or commitments may have on the business.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain central characteristics of the small business and its environment

discuss community and family expectations and dynamics

summarise cultural and family relationships

outline historical, cultural, ceremonial, religious or family issues relevant to specific communities

identify life work balance, particularly relating to health

describe local community and relevant organisations and persons within the community.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the Management and Leadership – Small and Micro Business field of work and include access to:

relevant legislation, regulations, standards and codes

relevant workplace documentation and resources

case studies or possible, real situations

interaction with others.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
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 personal, family, cultural and/or community contexts the business operates in 
Identify personal, family, cultural and/or community commitments/obligations that impact the business 
Consider strategies to address and minimise negative impacts these commitments/obligations may have on the business 
Prepare workable plans to address and minimise impact these issues have 
Develop a culturally appropriate work ethic in terms of personal, family and community obligations, and cultural requirements 
Identify and implement strategies to reinforce a culturally appropriate work ethic in the business 
Prepare contingency plans for when alternative action is required due to changes within the business, family, cultural and/or community environments 
Monitor personal, family, cultural and/or community commitments/obligations to identify any changes that might impact the business 
Review plans and strategies to ensure negative impacts of any commitments/obligations are addressed, and implement any necessary changes 
Monitor implementation of culturally appropriate work ethic to ensure it is supported and maintained in the business 

Forms

Assessment Cover Sheet

BSBSMB408 - Manage personal, family, cultural and business obligations
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

BSBSMB408 - Manage personal, family, cultural and business obligations

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: