BSBPEF501 Assessment Task V1

BSBPEF501
Manage personal and professional development
Assessment
BSBPEF501 Manage Personal and Professional Development
ASSESSMENT COVERSHEET
Part 1: To be completed by the student
Name:
ID Number:
Unit Code: BSBPEF501
Unit Name: Manage personal and professional development

Submission
Date:
Submission
Number:
Answer the following questions: (Please circle)
1. Have you any special needs that must be considered? Yes No

2. Were the assessment instructions clear and easy to
Yes No
understand?
3. Was this unit of competency relevant to your workplace/role? Yes No
4. Did the trainer provide you with enough instruction during this
Yes No
unit?
5. Are you satisfied with the assessment methods in this unit? Yes No
6. Are you satisfied with the learning materials in this unit? Yes No
7. Are you satisfied with the level of support you received in
Yes No
completing this unit?
Additional Comments:
Declaration: I declare that all the attached documentation has been produced by myself. I have
referenced all materials and sources used in the development of this assessment.
Student Signature:………………………………………… Date:……………………………………..
Part 2: To be completed by the trainer/assessor
Trainer/Assessor Name:
Date Marked:
Competency Status: Competent Not Yet Competent
Trainer/Assessor Feedback:
Quality Training Solutions 2 V1

Competency Based Assessment
Competency based assessment focuses on your ability to perform the required tasks to the
standard expected within the workplace. It involves you providing evidence to confirm that
you have the skills and knowledge required for competency. This evidence is in the form of
your completion of the assessment tasks for each unit.
Feedback
Once you have submitted your completed assessment, your assessor will mark your
submission. You will be given feedback on all assessment activities within 10 days of receiving
your assessment.
Competency based assessment does not use a marking scale rather, the candidate is deemed
‘competent’ or ‘not yet competent’. To be deemed ‘competent’ you must achieve a
satisfactory result for all the assessment tasks that make up the unit. If you are deemed ‘not
yet competent’ in the unit, you will be given detailed feedback from your assessor to assist
you with improving your performance in the assessment tasks marked ‘not yet competent’. If
you are unable to answer a question or demonstrate a practical skill, you will be marked ‘not
yet competent’. Your assessor will work with you to identify opportunities for further
learning (if required). You will also be given the opportunity to resubmit your answers for the
tasks marked ‘not yet competent’ and be re-assessed by your assessor.
Re-assessment may include demonstrating a skill, answering questions and/or providing

further information. You are given two (2) opportunities to be reassessed without further
payment required. If you are unable to demonstrate competency after two (2) re-assessment
attempts, you should speak to your trainer about further opportunities to complete the unit.
Plagiarism
Plagiarism is a form of cheating. It is taking and using someone else’s thoughts, writings or
inventions and representing them as your own. You must be careful when using work from
others. Copyright covers all work that is not your own including textbooks, newspapers,
website information, music, magazines, movies etc. All material taken from another source,
word for word or paraphrased, must be acknowledge using an acceptable referencing
system. Please refer to your QTS Assessment Handbook for a guide to referencing your work.
Plagiarism is a serious act and may result in exclusion from a unit or your course. If you have
any doubts about including the work of other authors in your assessments, please consult
with your trainer.

The following list outlines some of the activities for which you can be accused of plagiarism:
• Presenting any work by another individual as one’s own unintentionally
• Handing in assessments markedly similar to, or copied from another student
• Presenting the work of another individual or group as your own work.
• Handing in assessments without the adequate acknowledgement of sources used,

including assessments taken totally or in part from the internet.
If your trainer has reasonable grounds to believe that plagiarism has occurred, they must
report the matter to Quality training Solutions Managing Director.
The QTS Managing Director will advise you, in writing of their concerns of plagiarism in your
submitted assessment. They will also advise that further investigation will be undertaken and
once a decision has been made, appropriate disciplinary action will be implemented. During
this investigation you will be given the opportunity to respond. A record of all communication
and outcomes will be included in your student file.
If it is determined that it is a minor offence or unintentional, you will be given a written

warning by the Managing Director and advised to resubmit your assessment.
If it is determined that you have committed a serious offence or that it was intentional, you
will be immediately un-enrolled from the unit and advised of the decision in writing by the
Managing Director. Should you wish to complete the unit, you will be required to re-enrol in
the unit and pay the associated course fees.
Should you continue to cheat or plagiarize, you will be advised, in writing that your
enrolment with Quality Training Solutions will be terminated (without refund).
You have the right to appeal, in writing within 21 days of the Managing Directors decision.
Please follow the appeals policy outlined in your student handbook should you wish to
appeal the decision. Students may choose to appeal for several reasons including, but not
limited to the student’s belief:
• The penalty is excessive on the facts

• New evidence of a substantive nature is now available
Appeals and Reassessment
Once an assessment is completed, if you disagree with the assessment result you can appeal
the result and be reassessed if necessary. You can refer to Quality Training Solutions Student

Handbook for information regarding the QTS Appeals Policy and process.
Resource Requirements
You must have access to the following resources:
• Microsoft Office (2010 version or later)

• BSBPEF501 User Guide
– Including Word
• Computer
• Adobe Acrobat Reader
• Stable Internet
• Digital recording device/digital camera
• Email
(included in most mobile phones)
• Phone
• A safe place to conduct the project role
• Pen and paper
play activity
Assessment Conditions
Skills in this unit must be demonstrated in a workplace or simulated environment where

conditions are typical of those in a working environment in this industry. This includes access
to challenges and situations to demonstrate the application of performance evidence.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational
education and training legislation, frameworks and/or standards.
You can access the BSBPEF501 user guide or another appropriate text.

Submission Requirements
Note: QTS will not accept submissions that do not meet the criteria outlined below
1. You must complete the cover page provided on page 2 of this assessment.
2. Type your answers in the space provided under each activity/question in the
Assessment Workbook unless the question advises otherwise.
3. Ensure that your answers are neat and of a standard acceptable in the workplace.
You must write your answers in full sentences unless the question advises otherwise
(e.g., it asks you to list etc)
4. Ensure that your name, the unit code and title of the assessment are written in either
the header or footer of every document submitted.
5. Ensure your answers are typed in Black and in either Times New Roman, Calibri or
Arial font and at a font size of 10, 11 or 12 unless the question/activity states
otherwise.
6. Ensure that you have correctly referenced any information taken from other sources.
7. Ensure that you complete the entire assessment before you submit it for marking
8. Before submitting your assessment workbook, ensure you save it as:
a. Your Name – Assessment Workbook – Unit Code – Submission #
e.g., Jane Smith – Assessment workbook – BSBPEF501 – Submission 1
9. Ensure you save your document as directed in the project.

10. Ensure that you have proofread your assessment submission
11. Ensure that you keep a copy of your assessment submission.

How to Submit Your Assessment
There are three ways that you can submit your completed assessments
1. Email
2. Dropbox
Please follow the directions outlined below for your preferred submission method
Via Email
1. Ensure that your assessment submission meets all the criteria listed on Page 5 under
Assessment Submission Requirements
2. Ensure that you have correctly completed your cover page, including signature
3. Write your name, the unit code, Unit title and submission # in the subject of the
email
4. Ensure you have attached the following
a. Assessment Cover Page
b. Assessment Workbook
c. Project Documents
d. Video Recordings
5. Email your submission to [email protected]
Via Dropbox
Please note, you will require a Dropbox account to submit your assessment via this method.
Dropbox accounts are free and only take a few minutes to set up.
1. Ensure that your assessment submission meets all the criteria listed on Page 5 under
Assessment Submission Requirements
2. Ensure that you have correctly completed your cover page, including signature
3. Create a file titled ‘BSBPEF501 Assessment Submission’ within your Dropbox account
4. Save the following documents into the file within your Dropbox account
a. Assessment Cover Page
b. Project Documents
c. Video Recordings
5. Share the file with QTS via email – [email protected].
Upon receiving your submission, QTS staff will process your submission and send you a
submission receipt via email. Please save your submission receipt.


Knowledge Questions
Information for Students:
Knowledge questions are designed to help you demonstrate the knowledge which you have acquired
during the learning phase of this unit.
Ensure that you:
• Review the advice to students provided in the ‘Student User Guide’ regarding answering
knowledge questions.
• Adhere to QTS submission guidelines
• Answer all questions completely and correctly
• Submit work, which is original, and, where necessary, properly referenced
• Submit a completed coversheet with your work
• Avoid sharing your answers with other students.
Questions:
You are required to answer the following questions. You are required to type your answers in the
BSBPEF501 Manage personal and professional development Assessment Workbook.
To answer these questions, you might need to conduct independent research.
1. Explain what KPIs are and how they can be determined
2. An organisation sets broader strategic goals, which may focus on achieving certain level of
profit or market share and so forth. The organisation’s departments will then set
operational goals that are focused on the organisation’s broader strategic goals. Individual
employees of the organisation also have workplace goals. How does the organisation
ensure that an individual employee’s workplace goals contributed to its broader strategic
goals.

3. In the learning material you have studied, there are forms of office technology that are
used to improve efficiency and effectiveness in the workplace. List three (3) different types
of technology and explain how they can improve the workplace.
4. List and describe three (3) methods that can be used to manage health and wellbeing in the
workplace.
Description
Method
How will this help you manage health and
wellbeing in the workplace?
5. Explain the concept of self-appraisal and how can it contribute to personal behaviour, self-
awareness, and personality trait identification
6. Explain the concept of peer appraisal and outline one benefit of such appraisal
7. Conduct your own research to determine the distinction between personal and professional
development in human resources management. Explain this distinction and provide an
example of each.
8. List three (3) things you will do to ensure that you communicate clearly with team members
who are from diverse backgrounds e.g., different cultural background, disability, English as
a second language etc.

Simulated Assessment Project
Information for Students:
In this project you are required to demonstrate your skills and knowledge by working through
several tasks.
You must complete this project using the simulated company ‘Bounce Fitness’. This will ensure that
you are applying your knowledge and skills in a relevant, practical, and meaningful way.
All documents that you create within each task are required to be submitted at the end of the
project.
Resources required:
To complete this project via the simulated workplace assessment option, you will need access to the
following:
• A computer with internet connection

• A printer and printing paper
• Email
• Phone
• Microsoft Office Software including Word, Excel, and PowerPoint
• A Video camera or mobile phone with video recording capabilities
• A safe environment to conduct the role play activity
• BSBPEF501 Assessment Task file

Task 1
Ensure you have read the following documents prior to commencing this task
• Fitness Instructor Job Description

• Office Administrator Job Description
• Professional Development Policy and Procedure
• Performance Review Policy and Procedure
Answer the following questions
1. Read the Fitness Instructor Job description and provide a list of at least five (5) of their
duties/responsibilities.
2. Read the Office Administrator Job description and provide a list of at least five (5) of their
duties/responsibilities.
3. Read the Professional Development Policy and Procedure and the Performance Review
Policy and Procedure. Provide a short summary of how the individual workplace goals are
developed for staff.

Task 2
• BSBPEF501 Project Scenario – specifically Task 2 Scenario

• Professional Development Policy
• Fitness Instructor Job Description
• Darren Smith Performance Review Document
This task must be conducted as a role play.
You will require one (1) volunteer to play the role of Fitness Instructor, Darren Smith. Ensure that
you have provided your volunteer with a copy of their character brief prior to commencement of
the role play.
Darren has already independently conducted a self-evaluation of his performance and goals over
the past 12 months within the Performance Review document. He has also set himself some new
goals for the upcoming 12 months that he would like to be included within the Performance Review
document. He has emailed this to you prior to the Performance Review meeting (see assessment
folder for Darren Smith Performance Review document).
1. You are required to conduct a performance review meeting with Fitness Instructor, Darren
Smith. Within the meeting you must:
a. Advise Darren of Bounce Fitness company goals for 2022
b. Ensure that Darren is aware of his duties and responsibilities as stated in the fitness
instructor job description
c. With reference to the project scenario documents, complete Part A of the Darren
Smith Performance Review document by evaluating and reviewing Darren’s
performance and achievement of goals for 2022.
d. Complete Part B of Darren Smith Performance Review document by discussing his
overall performance in 2022 and allocating a rating
e. Complete Part C of the Darren Smith Performance Review document by discussing
and setting new performance goals for 2023. Darren has already entered some
personal goals. You are required to provide feedback on his personal goals and
assist him in developing further goals based on his past performance. Ensure the
goals align with Bounce Fitness organisations goals.

f. Complete Part D of the Darren Smith Performance Review document by identifying

and documenting professional development activities that he can undertake to
improve his performance and meet the goals that were set in Part C.
Save the completed Darren Smith Performance Review document to PDF for submission at
the end of this assessment.
You are required to video record the role play. At the beginning of the role play you must
hold up your Photographic ID as proof of authenticity. You must also introduce yourself
stating your full name and date of birth. Save the video recording for submission at the end
of this project.
Please ensure that both yourself and your volunteer playing the role of Darren Smith are
visible within the role play video recordings.
Your role play should be no longer than 10 minutes in length. Your assessor will review the
video recordings and assess you based on the Task 2 Observation Checklist provided
2. It is important to ensure that individual employee work goals are aligned with the
team/department goals and the organisation’s goals. Review the individual work goals that
you set for Darren Smith and explain how they are aligned with his department’s goals and
Bounce Fitness organisations goals.
3. Email Darren information regarding professional development activities that he can

participate in. For example, you can email him links to videos on YouTube that he could
watch, courses (both online and face to face) that he could enrol into etc. Ensure the
information that you provide is in accordance with the professional development plan that
you developed within Darren’s Performance Review Document in Task 2.1.
You are not required to send an actual email. Instead, please enter the email content into
the template provided. Please save the completed template as a PDF and submit.

Task 3
• BSBPEF501 Project Scenario – specifically task 3 scenario

• Office Administrator Job Description
• Kelly White Performance Review Document
This task must be conducted as a role play.
You will require one (1) volunteer to play the role of Office Administrator, Kelly White. Ensure that
you have provided your volunteer with a copy of their character brief prior to commencement of
the role play.
Kelly has already independently conducted a self-evaluation of her performance and goals over the
past 12 months within the Performance Review document. She has also set herself some new goals
for the upcoming 12 months that she would like to be included within the Performance Review
document. She has emailed this to you prior to the Performance Review meeting (see assessment
folder for Kelly White Performance Review document).
1. You are required to conduct a performance review meeting with Office Administrator, Kelly
White. Within the meeting you must:
a. Advise Kelly of Bounce Fitness company goals for 2022
b. Ensure that Kelly is aware of her duties and responsibilities as stated in the office
administrator job description
c. With reference to the project scenario documents, complete Part A of Kelly White’s
Performance Review document by evaluating and reviewing Kelly’s performance
and achievement of goals for 2022.
d. Complete Part B of Kelly White’s Performance Review document by discussing her
overall performance in 2022 and allocating a rating
e. Complete Part C of Kelly White’s Performance Review document by discussing and
setting new performance goals for 2023. Kelly has already entered some personal
goals. You are required to provide feedback on her personal goals and assist her in
developing further goals based on her past performance. Ensure the goals align
with Bounce Fitness organisations goals.

f. Complete Part D of Kelly White’s Performance Review document by identifying and

documenting professional development activities that she can undertake to
improve her performance and meet the goals that were set in Part C.
Save the completed Kelly White Performance Review document to PDF for submission at the
end of this assessment.
of this project.
Please ensure that both yourself and your volunteer playing the role of Kelly White are
visible within the role play video recordings.
2. It is important to ensure individual employee work goals are aligned with the
team/department goals and the organisations goals. Review the individual work goals that
you set for Kelly White and explain how they are aligned with her department’s goals and
Bounce Fitness organisations goals.
3. Email Kelly information regarding professional development activities that she can
participate in. For example, you can email her links to videos on YouTube that she could
watch, courses (both online and face to face) that she could enrol into etc. Ensure the
information that you provide is in accordance with the professional development plan that
you developed within Kelly’s Performance Review Document in Task 3.1.
You are not required to send an actual email. Instead, please use the email template
provided. Please save the completed email to PDF and submit.

Task 4
The Human Resource Manager has advised you that several staff have recently made complaints
that relate to their health and wellbeing in the workplace. There has also been an unusually high
number of staff taking sick days. Some of the complaints include:
• Complaints about headaches and stiff shoulders from increased computer work and
workstations that are not ergonomically set up
• Struggling to manage home and work commitments due to regularly being required to work
overtime
• High level of stress and anxiety felt by employees
1. There are currently no strategies/initiatives in place to support employee health and

wellbeing in the workplace. With reference to the learning materials and your own research,
identify at least one strategy that you can implement for each of these complaints to
improve team health and wellbeing in the workplace.
Note you should identify at least three strategies – one for each issue
2. Write an email to staff members advising them of the strategies (identified in the previous
question) that you are intending to implement to improve team health and wellbeing in the
workplace. Ensure that you provide information regarding how the strategies will help
improve team health and wellbeing along with implementation dates of strategies within
your email.
You are not required to send an actual email. Instead, please enter your email content in the
template provided. Please save the completed email as a PDF and submit.

Task 5
• BSBPEF501 Project Scenario – specifically Task 5 scenario

• Centre Manager Job Description
• Centre Manager Performance Review Document
1. You are now required to have a meeting with the Human Resource Manager to obtain
feedback on your own performance and development needs as the Centre Manager at
Bounce Fitness. You have already independently conducted a self-evaluation of your
performance and goals over the past 12 months within the Performance Review document.
You have also set yourself some new goals for the upcoming 12 months within the
Performance Review document. As per the Performance Review process, you are now
required to write an email to the Human Resource Manager to send the Performance
Review document to them and request that they meet with you to provide feedback on
your performance.
You are not required to send the email. Please use the email template provided.
Save the email to PDF for submission at the end of this assessment.
2. This task must be conducted as a role play.

You will require one (1) volunteer to play the role of Human Resource Manager, Margaret
Jones. Ensure that you have provided your volunteer with a copy of their character brief
prior to commencement of the role play.
Margaret Jones received your email containing the Performance Review Document and has
now completed Part A, B and C in the document. A copy of the document has been
provided within the assessment folder (see Centre Manager Performance Review
document).
You are required to meet with the Human Resource Manager, Margaret Jones. She will
conduct a performance review meeting with you. Within the meeting you must:
a. Review Part A, B and C of the completed Performance Review document.

b. Complete Part D of the Centre Manager Performance Review document by

identifying and documenting professional development activities that you can
undertake to improve your performance and meet the goals that were set in Part C.
Save the completed Centre Manager Performance Review document to PDF for submission
at the end of this assessment.
of this project.
Please ensure that both yourself and your volunteer playing the role of Human Resource
Manager are visible within the role play video recordings.
3. It is important to ensure individual work goals are aligned with the team/department goals
and the organisations goals. Review the individual work goals that you set for yourself as
Centre Manager and explain how they are aligned with her department’s goals and Bounce
Fitness organisations goals.
4. As evidence of identifying and participation, you are now required to submit links to two (2)
personal development opportunities (e.g., YouTube videos, webpage, online journals etc.)
outlined in Part D of the Centre Manager Performance Review document. Please ensure
you use at least two different forms of evidence.
Acceptable forms of evidence include, but are not limited to:
• Links to YouTube videos that you have watched
• Printouts of digital tools
• Printouts of emails and chat logs
• Screenshots of webpages, documents, journals that you have read
• Video recordings
You may submit more than one piece of evidence for each development opportunity.
Clearly label and save your evidence for submission at the end of this submission.

Task 6
One of the skills/goals that you needed to improve was planning and maintaining your schedule.
Improving this skill/goal will help to reduce your stress and meet work requirements such as
deadlines etc. As part of your professional development, you should have watched a YouTube video
about Google calendar and Google tasks.
You are now going to practice scheduling and prioritising your meetings, events, and tasks within the
Google Calendar.
1. The following is a list of meetings/events that you need to attend within the next week.
Please enter them into your Google calendar.
a. Monday between 9am and 10am you have a meeting with head office via zoom.
b. Monday between 11am and 12pm you have a team meeting with the fitness
instructors to discuss upcoming class programming and rosters. Please share the
meeting with the fitness instructors via the google calendar system. For this task,
you are required to send the meeting request to [email protected] via the Google
Calendar system.
c. Tuesday between 10am and 12pm you have an event at the local school to promote
Bounce Fitness to high school students
d. Wednesday between 2pm and 3pm you have a meeting with the head office
marketing team
e. Thursday between 10am and 11am you have a meeting with the administration staff
regarding a new system being implemented
Take a screen shot of your google calendar once complete. Save the screen shot for
submission at the end of this assessment.
2. The following is a list of tasks that you need to complete and their deadlines. You need to
enter these tasks into the Task feature in Google calendar.
a. Budgets for next quarter – deadline 8:30am Monday
b. Draft class schedule and programs for next quarter – deadline 10:30am Tuesday
c. Bounce Fitness Presentation and demonstration for school students Tuesday 9am
d. Arrange pickup and delivery of fitness equipment for event at local school – Monday
3pm

e. Phone fitness equipment supplier to discuss delivery of new equipment – deadline

Wednesday 2pm
f. Collate customer feedback and develop a report for the marketing team – deadline
Wednesday 1pm
g. Arrange performance reviews for next week with staff members – deadline
Wednesday 2pm
h. Arrange staff bonding dinner at restaurant for next week – deadline Tuesday 3pm
Take a screen shot of the task bar in your google calendar once complete. Save the screen
shot for submission at the end of this assessment.
Congratulations you have completed this task!

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BSBPEF501

Manage personal and professional development

Unit Code: BSBPEF501

Unit Name: Manage personal and professional development

1. Have you any special needs that must be considered? Yes No

Student Signature:………………………………………… Date:……………………………………..

Part 2: To be completed by the trainer/assessor

Competency Status: Competent Not Yet Competent

Quality Training Solutions 2 V1

Competency Based Assessment

Re-assessment may include demonstrating a skill, answering questions and/or providing

Quality Training Solutions 3 V1

• Presenting any work by another individual as one’s own unintentionally

• Handing in assessments markedly similar to, or copied from another student

• Presenting the work of another individual or group as your own work.

• Handing in assessments without the adequate acknowledgement of sources used,

If it is determined that it is a minor offence or unintentional, you will be given a written

• The penalty is excessive on the facts

Appeals and Reassessment

Quality Training Solutions 4 V1

You must have access to the following resources:

• Microsoft Office (2010 version or later)

Skills in this unit must be demonstrated in a workplace or simulated environment where

Quality Training Solutions 5 V1

e.g., Jane Smith – Assessment workbook – BSBPEF501 – Submission 1

9. Ensure you save your document as directed in the project.

Quality Training Solutions 6 V1

How to Submit Your Assessment

Quality Training Solutions 7 V1

BSBPEF501 Manage Personal and Professional Development

Information for Students:

Ensure that you:

• Adhere to QTS submission guidelines

• Answer all questions completely and correctly

• Submit work, which is original, and, where necessary, properly referenced

• Submit a completed coversheet with your work

• Avoid sharing your answers with other students.

To answer these questions, you might need to conduct independent research.

1. Explain what KPIs are and how they can be determined

Quality Training Solutions 8 V1

Quality Training Solutions 9 V1

Simulated Assessment Project

Information for Students:

• A computer with internet connection

Quality Training Solutions 10 V1

• Fitness Instructor Job Description

Answer the following questions

Quality Training Solutions 11 V1

• BSBPEF501 Project Scenario – specifically Task 2 Scenario

This task must be conducted as a role play.

Quality Training Solutions 12 V1

f. Complete Part D of the Darren Smith Performance Review document by identifying

3. Email Darren information regarding professional development activities that he can

Quality Training Solutions 13 V1

• BSBPEF501 Project Scenario – specifically task 3 scenario

This task must be conducted as a role play.

Quality Training Solutions 14 V1

f. Complete Part D of Kelly White’s Performance Review document by identifying and

Quality Training Solutions 15 V1

1. There are currently no strategies/initiatives in place to support employee health and