Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBADM307B Mapping and Delivery Guide
Organise schedules

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency BSBADM307B - Organise schedules
Description This unit describes the performance outcomes, skills and knowledge required to manage appointments and diaries for personnel within an organisation, using manual and electronic diaries, schedules and other appointment systems.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to individuals employed in a range of work environments who provide administrative support to teams and individuals in the management of diaries, schedules and other appointment mechanisms.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field Administration - General Administration
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities
Slides
PPT
Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Establish schedule requirements
  • Identify organisational requirements and protocols for diaries and staff planning tools
  • Identify organisational procedures for different types of appointments
  • Determine personal requirements for diary and schedule items for individual personnel
  • Establish appointment priorities and clarify in discussion with individual personnel
       
Element: Manage schedules
  • Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements
  • Establish availability of attendees, and schedule new appointments in accordance with required time lines and diary commitments
  • Negotiate alternative arrangements and confirm when established appointments are changed
  • Record appointments and manage schedules in accordance with organisational policy and procedures
       


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:

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 on-the-job 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.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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 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

problem-solving 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:

anti-discrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety (OHS)

relationship between satisfactorily organising another person's schedule and achieving team goals

responsibility that is involved in making arrangements for others.

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

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 organisational requirements and protocols for diaries and staff planning tools 
Identify organisational procedures for different types of appointments 
Determine personal requirements for diary and schedule items for individual personnel 
Establish appointment priorities and clarify in discussion with individual personnel 
Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements 
Establish availability of attendees, and schedule new appointments in accordance with required time lines and diary commitments 
Negotiate alternative arrangements and confirm when established appointments are changed 
Record appointments and manage schedules in accordance with organisational policy and procedures 

Forms

Assessment Cover Sheet

BSBADM307B - Organise schedules
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

BSBADM307B - Organise schedules

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: