Assessor Resource

Organise personal work priorities and development

Assessment tool

Version 1.0
Issue Date: June 2018

This unit applies to individuals who are skilled operators and apply a broad range of competencies in various work contexts.

This unit describes the performance outcomes, skills and knowledge required to organise own work schedules, to monitor and obtain feedback on work performance, and to maintain required levels of competence. Operators may exercise discretion and judgement using appropriate theoretical knowledge of work scheduling and performance improvement to provide technical advice and support to a team.

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


Not applicable.

Employability Skills

This unit contains employability skills.

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.

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:

preparing work plans

scheduling and prioritising work objectives and tasks

knowledge of the principles and techniques of goal setting, measuring performance, time management and personal assessment.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

examples of work schedules and performance improvement plans.

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 onthejob performance by the candidate

review of selfassessment documentation outlining learning and development needs

analysis of responses to case studies and scenarios

demonstration of techniques

oral or written questioning to assess knowledge of methods to identify and prioritise personal learning needs

evaluation of planning for personal skill development activities and professional development opportunities.

Guidance information for assessment

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

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.

Required skills

communication skills to give and receive constructive feedback relating to development needs

literacy skills to read and understand the organisation’s procedures

planning skills to organise work priorities according to work goals and objectives

problemsolving skills to solve routine problems

selfmanagement skills to:

comply with policies and procedures

consistently evaluate and monitor own performance

seek learning opportunities.

Required knowledge

key provisions of relevant legislation from all levels of government that may affect aspects of business operations, such as:

antidiscrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety (OHS)

organisational policies, plans and procedures

methods to elicit, analyse and interpret feedback

principles and techniques of goal setting, measuring performance, time management and personal assessment

competency standards and how to interpret them in relation to self

methods to identify and prioritise personal learning needs.

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.

Work goals and objectivesmay include:

budgetary targets

production targets

reporting deadlines

sales targets

team and individual learning goals

team participation.

KPIsmay include:

key performance indicators on customer satisfaction

key performance indicators on customer effort

monitoring time taken to answer calls

operating within reporting protocols

score tools such as net promoter

understanding metrics.

Organisational requirementsmay include:

access and equity principles and practice

business and performance plans

defined resource parameters

ethical standards

goals, objectives, plans, systems and processes

legal and organisational policies, guidelines and requirements

OHS policies, procedures and programs

quality and continuous improvement processes and standards

quality assurance and/or procedures manuals.

Factors affecting the achievement of work objectivesmay include:

budget constraints

competing work demands

environmental factors such as time, weather

resource and materials availability

technology/equipment breakdowns

unforeseen incidents

workplace hazards, risks and controls.

Business technologymay include:

computer applications



facsimile machines



personal schedulers




Feedback on performancemay include:

formal/informal performance appraisals

obtaining feedback from clients

obtaining feedback from supervisors and colleagues

personal, reflective behaviour strategies

routine organisational methods for monitoring service delivery.

Products and servicesmay include:

either products or services




private or public sets of benefits.

Signs of stressmay include:

absence from work

alcohol or other substance abuse


poor work performance.

Personal wellbeingmay include:





Sources of stressmay include:

complex tasks

cultural issues

work and family conflict


Supports and resolution strategiesmay include:

awareness raising


employee assistance programs (EAP)

family support

group activities

job design


sharing load

time off


Professional development opportunitiesmay include:

career planning/development

coaching, mentoring and/or supervision

formal/informal learning programs

internal/external training provision

performance appraisals

personal study

quality assurance assessments and recommendations

recognition of current competence/skills recognition

work experience/exchange/opportunities

workplace skills assessment.

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
Ensure thatwork goals, objectives orKPIsare understood, negotiated and agreed in accordance withorganisational requirements 
Assess and prioritise workload to ensure tasks are completed within identified timeframes 
Identifyfactors affecting the achievement of work objectives and incorporate contingencies into work plans 
Usebusiness technologyefficiently and effectively to manage and monitor scheduling and completion of tasks 
Accurately monitor and adjust personal work performance through selfassessment to ensure achievement of tasks and compliance with legislation and work processes or KPIs 
Ensure thatfeedback on performanceis actively sought and evaluated from colleagues and clients in the context of individual and group requirements 
Routinely identify and report on variations in the quality of and products and services according to organisational requirements 
Identifysigns of stressand effects onpersonal wellbeing 
Identifysources of stressand access appropriatesupports and resolution strategies 
Identify personal learning and professional development needs and skill gaps using selfassessment and advice from colleagues and clients in relation to role and organisational requirements 
Identify, prioritise and plan opportunities for undertaking personal skill development activities in liaison with work groups and relevant personnel 
Access, complete and recordprofessional development opportunitiesto facilitate continuous learning and career development 
Incorporate formal and informal feedback into review of further learning needs 


Assessment Cover Sheet

BSBWOR301B - Organise personal work priorities and development
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:



Assessment Record Sheet

BSBWOR301B - Organise personal work priorities and development

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:



Student signature: