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Evidence Guide: BSBLEG308 - Assist in prioritising and planning activities in a legal practice

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBLEG308 - Assist in prioritising and planning activities in a legal practice

What evidence can you provide to prove your understanding of each of the following citeria?

Record file-related critical dates and times

  1. Identify file-related deadlines
  2. Record file-related deadlines according to a firm’s policies and procedures
Identify file-related deadlines

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Record file-related deadlines according to a firm’s policies and procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Make and record appointments on behalf of designated person

  1. Establish and clarify priorities of designated person/s
  2. Ensure timelines for achievement of priorities are agreed and documented/recorded
  3. Arrange and/or rearrange appointments to a time or date which is more convenient for parties involved
Establish and clarify priorities of designated person/s

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure timelines for achievement of priorities are agreed and documented/recorded

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Arrange and/or rearrange appointments to a time or date which is more convenient for parties involved

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assist designated person/s to prepare for critical dates

  1. Check records daily for upcoming appointments and commitments
  2. Remind designated person/s of critical file dates
  3. Prepare and distribute information meeting legislative requirements to designated person/s prior to critical dates
  4. Monitor timelines regularly in consultation with designated person
Check records daily for upcoming appointments and commitments

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Remind designated person/s of critical file dates

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare and distribute information meeting legislative requirements to designated person/s prior to critical dates

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Monitor timelines regularly in consultation with designated person

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Follow up outcomes of meetings or other activities

  1. Plan and organise appropriate follow-up actions and activities in conjunction with designated person and relevant parties
  2. Update file notes according to a firm’s policies and procedures
Plan and organise appropriate follow-up actions and activities in conjunction with designated person and relevant parties

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Update file notes according to a firm’s policies and procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Record file-related critical dates and times

1.1 Identify file-related deadlines

1.2 Record file-related deadlines according to a firm’s policies and procedures

2. Make and record appointments on behalf of designated person

2.1 Establish and clarify priorities of designated person/s

2.2 Ensure timelines for achievement of priorities are agreed and documented/recorded

2.3 Arrange and/or rearrange appointments to a time or date which is more convenient for parties involved

3. Assist designated person/s to prepare for critical dates

3.1 Check records daily for upcoming appointments and commitments

3.2 Remind designated person/s of critical file dates

3.3 Prepare and distribute information meeting legislative requirements to designated person/s prior to critical dates

3.4 Monitor timelines regularly in consultation with designated person

4. Follow up outcomes of meetings or other activities

4.1 Plan and organise appropriate follow-up actions and activities in conjunction with designated person and relevant parties

4.2 Update file notes according to a firm’s policies and procedures

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Record file-related critical dates and times

1.1 Identify file-related deadlines

1.2 Record file-related deadlines according to a firm’s policies and procedures

2. Make and record appointments on behalf of designated person

2.1 Establish and clarify priorities of designated person/s

2.2 Ensure timelines for achievement of priorities are agreed and documented/recorded

2.3 Arrange and/or rearrange appointments to a time or date which is more convenient for parties involved

3. Assist designated person/s to prepare for critical dates

3.1 Check records daily for upcoming appointments and commitments

3.2 Remind designated person/s of critical file dates

3.3 Prepare and distribute information meeting legislative requirements to designated person/s prior to critical dates

3.4 Monitor timelines regularly in consultation with designated person

4. Follow up outcomes of meetings or other activities

4.1 Plan and organise appropriate follow-up actions and activities in conjunction with designated person and relevant parties

4.2 Update file notes according to a firm’s policies and procedures