This unit applies to individuals who are required to design their own work schedules and work plans, and to establish priorities for their work. They will typically hold some responsibilities for the work of others and have some autonomy in relation to their own role.

ELEMENT

PERFORMANCE CRITERIA

1. Plan and complete own work schedule

1.1. Prepare Workgroup plans which reflect consideration of resources, client needs and workgroup targets

1.2. Analyse and incorporate Work objectives and priorities into personal schedules and responsibilities

1.3. Identify Factors affecting the achievement of work objectives and establish contingencies and incorporate them into work plans

1.4. Efficiently and effectively use Business technology to manage and monitor planning completion and scheduling of tasks

2. Monitor own work performance

2.1. Identify and analysed personal performance through self-assessment and feedback from others on the achievement of work objectives

2.2. Seek and evaluate Feedback on performance from colleagues and clients in the context of individual and group requirements

2.3. Routinely identify and report on variations in the quality of service and performance in accordance with organisational requirements

3. Coordinate professional development

3.1. Assess personal knowledge and skills against organisational benchmarks to determine development needs and priorities

3.2. Research and identify sources and plan for opportunities for improvement in consultation with colleagues

3.3. Use Feedback to identify and develop ways to improve competence within available opportunities

3.4. Identify, access and complete professional development activities to assist career development

3.5. Store and maintain records and documents relating to achievements and assessments in accordance with organisational requirements

Required skills

learning skills to recognise and develop new and necessary skills and knowledge

literacy skills to understand the organisation's policies, procedures and communications, to write personal work plans and professional development plans, and to request and receive feedback about performance

organising skills to prioritise, manage time and meet deadlines

problem solving skills to develop contingency plans

Required knowledge

knowledge of relevant business technology applications to schedule tasks and plan work

knowledge of techniques to prepare personal plans and establish priorities

methods to identify and prioritise personal learning needs

understanding of a range of professional development options

understanding of methods to elicit, analyse and interpret feedback

understanding of methods to evaluate own performance

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 and communicating own work plan

scheduling work objectives and tasks to support the achievement of goals

seeking and acting on feedback from clients and colleagues

reviewing own work performance against achievements through self-assessment

accessing learning opportunities to extend own personal work competencies

using business technology to monitor self development.

Context of and specific resources for assessment

Assessment must ensure:

the learner and trainer should have access to appropriate documentation and resources normally used in the workplace

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

observation of performance in role plays

observation of presentations

review of work and professional development plans.

Guidance information for assessment

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

Other units from the Certificate IV in Frontline Management.

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.

Workgroup plans may include:

budgetary plans

production plans

reporting plans

sales plans

team and individual learning goals

team participation

work schedules

Work objectives may include:

budgetary targets

production targets

reporting deadlines

sales targets

team and individual learning goals

team participation

Factors affecting the achievement of work objectives may include:

budget constraints

competing work demands

environmental factors such as time, weather, etc

personnel

resource and materials availability

technology/equipment breakdowns

unforeseen incidents

Business technology may include:

computer applications

computers

email and internet/intranet/extranet

facsimile machines

modems

personal schedules

photocopiers

printers

scanners

Feedback on performance may include:

formal/informal performance appraisals

obtaining comments from clients

obtaining comments from supervisors and colleagues

personal, reflective behaviour strategies

routine organisational methods for monitoring service delivery

Professional development activities may include:

career planning/development

coaching, mentoring and/or supervision

formal/informal learning programs

internal/external training provision

performance appraisals

personal study

Recognition of Prior Learning

work experience/exchange/opportunities

workplace skills assessment

Unit sector

ELEMENT

PERFORMANCE CRITERIA

Management and Leadership - Management

This unit contains employability skills.