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Australian Ideal College
RTO No.: 91679 CRICOS Provider Code: 03053G ABN: 15 126 592 756
Sydney Campus: Level 7 & 8, 75 King St, Sydney NSW 2000
Adelaide Campus: Level 3, 21-23 Rundle Mall, Adelaide SA 5000
Hobart Campus: Ground Floor, 116 Murray St, Hobart TAS 7000
Tel: +61-8-8123 5780 Fax: +61-2-9262 2938
Educating for Excellence Email: info@aic.edu.au Website: www.aic.edu.au
Assessment Cover Sheet

Diploma of Leadership and Management
Course Term/Block
BSB51915
Unit Code BSBWOR501
Unit Name Manage personal work priorities and professional development

Assessment
Assessment Task 1 – Case study Time allowed
Type
Date Room
Instructions for completing this form
 Complete Sections A and B

 Attach this two-page cover sheet to your assessment submission
 Submit your assessment to your trainer/assessor
 Retain Section B as proof of submission
 Please refer to the Plagiarism Policy and Assessment Appeal and Reassessment Policy in the
Student Handbook for more information.
Section A – Student Details (student to complete)
Student Name Student ID
Student Declaration
 I declare that the work submitted is my own, and has not been copied or plagiarised from any
person or source.
 I have read the Assessment and Student Handbook and I understand all the rules and
guidelines for undertaking assessments.
 I give permission for my assessment material to be used for continuous improvement
purposes.
Signature: ____________________________ Date submitted: ____/_____/_____
Section B – Receipt (student to keep a signed copy of this section as proof of submission)
(Student to complete) (Assessment receiver to complete)
Student name: Date received: ____/_____/_____

Student no: Received by:
Task No.:
Section C – Assessment Result (Assessor to complete)
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Assessment Completion Status (Please Circle)
Satisfactory Not Satisfactory
Assessor name:
Assessor signature:
Date assessed: ____/_____/_____
Comments (Assessor to complete)
Assessment Task 1- Manage personal work priorities

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Instruction for the student

This is an individual assessment. You are required to demonstrate the ability to establish personal
work goals. The candidate will also demonstrate the ability to set and meet work priorities.
If you need help understanding any questions, ask your assessor to explain.
For this task, you will set work goals and prioritise work goals. You will then develop two work plans to
achieve two work goals. You are required to keep a journal containing your reflections on and
explanation of the process of managing work priorities.
Read the case study, then complete all the requirements as directed.
Case Study
Fixmycar Pty Ltd is a roadside service company that has been operating in Australia for the last 3
year. Key services include:
 Towing Assistance
 Flat battery assistance
 Flat Tire Assistance
 Emergency key service
 Collision Assistance
 Water/Fuel/Oil/Fluid Delivery Services
The company has three main departments: sales, call centre and roadside service.
You have just begun work as the sales manager in Fixmycar Pty Ltd. You know that to effectively lead
your team you need to be organised, focussed and skilled. To achieve this, you have decided to
establish your personal work goals and you need to review your job description, business plans,
business goals and policies and procedures
Company mission:
 To build and operate a nationally recognised brand in the roadside service industry by utilising
a partnership within the automotive industry and affiliate companies with a focus on providing
premium service.
 To offer the premiere 24/7 roadside assistance program in Australia that is affordable to all and
exceeds customers’ expectations.
Strategic plan

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The organisation has the strategic objective to grow the services component of the business in the
next twelve months. Their objective is to improve profitability by 20% by 30 June 201X.
JOB DESCRIPTION: Sales Manager

 Manages sales of the company’s products and services in within a defined geographic area.
 Ensures consistent, profitable growth in sales revenues through positive planning, deployment
and management of sales personnel.
 Identifies objectives, strategies and action plans to improve short- and long-term sales and
earnings.
CORE FUNCTIONS:
 Collaborates with Director of Sales in establishing and recommending the most realistic sales
goals for the company.
 Manages an assigned geographic sales area or product line to maximize sales revenues and
meet corporate objectives.
 Establishes and manages effective programs to compensate, coach, appraise and train sales
personnel.
DETAILS OF FUNCTION:
 Performs sales activities on major accounts and negotiates sales price and discounts in
consultation with Director of Sales.
 Manages personnel and develops sales and sales support staff.
 Reviews progress of sales roles throughout the company.
 Accurately forecasts annual, quarterly and monthly revenue streams.
 Develops specific plans to ensure revenue growth in all company’s products.
 Provides quarterly results assessments of sales staff’s productivity.
 Coordinates proper company resources to ensure efficient and stable sales results.
 Formulates all sales policies, practices and procedures.
 Assists sales personnel in establishing personal contact and rapport with top echelon
decision-makers.
 Collaborates with Director of Sales to develop sales strategies to improve market share in all
product lines.
 Interprets short- and long-term effects on sales strategies in operating profit.
 Educates sales team by establishing programs/seminars in the areas of new account sales
and growth, sales of emerging products and multi-product sales, profitability, improved
presentation strategies, competitive strategies, proper use and level of sales support,
management of expenses and business/financial issues on contracts.
 Collaborates with Director of Sales to establish and control budgets for sales promotion and
trade show expenses.
 Reviews expenses and recommends economies.
 Holds regular meeting with sales staff.
REPORTING:
Report directly to Director of Sales.
QUALIFICATIONS:
 A university degree in marketing or business studies is preferred; or a minimum of seven years
of related experience; or the equivalent combination of formal education and experience.
 Problem-solving and analytical skills to interpret sales performance and market trend
information.
 Proven ability to motivate and lead the sales team.

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 Experience in developing marketing and sales strategies.

 Excellent oral and written communication skills, plus a good working knowledge of Microsoft
Office Suite is required.
 A valid driver’s license.
Professional Development Policy (Extract)

Purpose
This policy seeks to balance the needs of staff for professional development, the needs of the
organisation for properly qualified staff, and the need to staff the organisation’s services.
The purpose of this policy is
 to encourage and support employees in their professional and career development as part of
their employment with the organisation;
 to provide administrative guidelines to facilitate fairness and equity in the application of these
general principles.
Policy
1. Position-specific professional development
Where the CEO decides that it is necessary for a staff member to acquire a particular skill, to learn
specific material, or to acquire specific qualifications in order for them to carry out the duties attached
to their existing position, the organisation shall be fully responsible for all costs incurred in acquiring
that skill, that learning, or that qualification, and the staff member shall, where necessary, be given
permission to attend any such course within working hours.
It would normally be expected that any such requirements would have been taken into account in the
drawing up of a position description and set out in the criteria for selection; it would thus seldom be
the case that continuing employees would be required to acquire new qualifications.
2. Non-position-specific professional development

In its performance review procedures the organisation shall in every case encourage the person
concerned to explore their available professional development options.
Where an employee wishes to pursue further education or training but the CEO has not required that
person to acquire a particular skill, to learn specific material, or to acquire specific qualifications to
carry out the duties attached to their existing position, the organisation shall endeavour to facilitate
such education or training through
 permitting (at the discretion of the CEO, and taking into account the efficiency of the
workplace) any rearrangement of working hours that would assist such development
workplace) any use by the person of the organisation’s equipment or services that would
assist in that development
workplace) any annual leave or unpaid leave arrangements that would assist in that
development
 granting up to two days study leave as necessary to attend examinations.
Educational or training requirements involving reimbursement of fees or provision of paid study leave
may also be negotiated as part of the contract of employment between the employee and the
organisation.
Requirements
1. Review your job description, business plans, business goals and policies and procedures.
In your journal, provide a list of the organisation’s policies, procedures and plans that will inform
team and personal goal setting.
2. Based on your job description, establish four goals (including both personal and team goals).

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In your journal, describe how and why you established goals. Explain the value of personal and
team goal-setting in Fixmycar Pty Ltd.
3. Develop KPIs to measure performance related to work goals.
In your journal, describe:
a. How the KPIs will be used to measure goal-related performance.
b. How you will maintain performance under varying conditions and contingencies. Give
specific examples.
c. How, given your own personal strengths and weaknesses, you will capitalise on or
minimise the effect of these personal traits in your work plans.
4. Consider a range of activities to advance work goals. Prioritise possible activities. Choose two
work goals to develop work plans for.
In your journal, describe the process you undertook to prioritise activities. Describe competing
demands and how you plan to manage these to achieve goals.
5. Referring to the template provided in Appendix 1 as an example, use Microsoft Word to develop
two work plans to achieve the two goals you have prioritised.
In your journal, describe the process of developing your plans to manage work priorities.
Describe how you have used the plans to manage time efficiently.
6. In your journal, describe:
a. How you will ensure you serve as a positive role model through work planning and
organisation. Give examples. Describe how your work plans serve as examples to follow
in your workplace.
b. How you will maintain appropriate work–life balance, manage stress and maintain health.
7. Submit your work plans and journal to your assessor. Ensure you keep a copy of all work
submitted for your records.
To be deemed competent you will need to successfully demonstrate the following:

You must provide:
 two work plans produced using Microsoft Word
 a journal.

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Registered as Australian Ideal College Pty. Ltd.
ABN: 15 126 592 756
RTO No.: 91679 CRICOS Provider Code: 03053G
Campus: Level 8, 75 King St, Sydney NSW 2000 Australia
Tel: +61-2-9262 2968 Fax: +61-2-9262 2938
Email: admin@idealcollege.com.au
Educating for Excellence Website: www.idealcollege.com.au
Appendix 1 – Work plan
Person
Work activity Description Goal/s KPIs Timeframe responsible
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Australian Ideal College

Assessment Cover Sheet

Unit Name Manage personal work priorities and professional development

 Complete Sections A and B

Section A – Student Details (student to complete)

Student Name Student ID

Signature: ____________________________ Date submitted: ____/_____/_____

(Student to complete) (Assessment receiver to complete)

Student name: Date received: ____/_____/_____

Section C – Assessment Result (Assessor to complete)

AIC-UP- BSBWOR501–V2.0 PagePage

Assessment Completion Status (Please Circle)

Satisfactory Not Satisfactory

Date assessed: ____/_____/_____

Comments (Assessor to complete)

Assessment Task 1- Manage personal work priorities

AIC-UP- BSBWOR501–V2.0 PagePage

Instruction for the student

AIC-UP- BSBWOR501–V2.0 PagePage

JOB DESCRIPTION: Sales Manager

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 Experience in developing marketing and sales strategies.

Professional Development Policy (Extract)

2. Non-position-specific professional development

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To be deemed competent you will need to successfully demonstrate the following:

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Appendix 1 – Work plan

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Signature: __________________________ Date submitted: /_/___

Student name: Date received: __/_/___

Date assessed: __/_/___