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Elements and Performance Criteria

  1. Establish schedule requirements
  2. Manage schedules

Required Skills

Required skills

communication skills to discuss and confirm requirements and priorities of others and to question others to clarify information

literacy skills to read a range of procedural texts and to write simple instructions

negotiation skills to schedule appointments where there are competing demands

numeracy skills to estimate time plan accurately and keep records

problemsolving skills to negotiate task distribution and timing for appointments with other members of the group

time management skills to allow realistic time lines to schedule appointments

Required knowledge

key provisions of relevant legislation from all forms of government standards and codes that may affect aspects of business operations such as

antidiscrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety OHS

relationship between satisfactorily organising another persons schedule and achieving team goals

responsibility that is involved in making arrangements for others

Evidence Required

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

maintaining schedules which meet individual and organisational needs

prioritising and negotiating competing demands

Context of and specific resources for assessment

Assessment must ensure

access to an actual workplace or simulated environment

access to office equipment and resources

access to a range of diaries planners and calendars to record and schedule appointments

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 authenticated documents from the workplace or training environment

analysis of responses to case studies and scenarios

demonstration of techniques in a workplace or simulated environment

review of testimony from team members colleagues supervisors or managers

Guidance information for assessment

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

other general administration units


Range Statement

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.

Organisational requirements may include:

availability of information

electronic linked diaries and schedules

linking personal and executive diaries

priority clients and personnel

protocols in contacting other personnel within and outside organisation

recording systems

Planning tools may include:

appointment book

appointment view and planner view in electronic scheduling systems

calendar

desk diary

electronic calendar or diary

in/out boards and whiteboards

manual planners

planning wall chart

Diary and schedule items may include:

conferences

deadlines

leave (for both immediate person and others whose absence affects the person)

meetings

recurring appointments

teleconferences

travel

Recurring appointments may include:

board meetings

committee meetings

staff meetings

Alternative arrangements may include:

cancelling pre-arranged appointments

inserting additional appointments after a schedule has been prepared

re-scheduling existing appointments

Appointments may be recorded in:

calendar

diary

electronic system

filing system

paper system

Organisational policy and procedures may include:

adequate time between appointments

leave

limit on total appointments in any one day

lunch breaks

OHS issues

stress minimisation

sufficient time to complete projects and to meet deadlines

time off in lieu