How the KPIs will be used to measure goal-related performance

Manage personal work priorities

Submission details

Candidate’s name Phone no.
Assessor’s name Phone no.
Assessment site
Assessment Date/s Time/s

The assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.

Submit this document with any required evidence attached. See specifications below for details.

Performance objective

The candidate will demonstrate the ability to establish personal work goals. The candidate will also demonstrate the ability to set and meet work priorities.

Assessment description

Using a position description, 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.


1. Review your job description and your organisation’s business plans, business goals, 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 (and following your organisation’s business plans, goals, and applicable policies and procedures), establish four to five goals (including both personal and team goals).

In your journal, describe how and why you established goals. Explain the value of personal and team goal-setting in an organisation.

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 position description, work plans and journal to your assessor as per the specifications below. Ensure you keep a copy of all work submitted for your records.


You must provide:

· a position description

· two work plans produced using Microsoft Word

· a journal.

Your assessor will be looking for evidence of:

· use of literacy skills to interpret written job descriptions, business plans, policies and procedures, etc.

· use of organisational skills to set and achieve priorities

· application of principles and techniques of performance measurement:

· identification of personal behaviour to assist in managing work priorities and work–life balance

· goal setting

· time management

· application of organisational policy, plans or procedures to setting or planning the achievement of work goals

· application of knowledge of work practices to improve personal performance.

Adjustment for distance-based learners:

· no variation of the task is required

· a follow-up interview may be required (at the discretion of the assessor)

· documentation can be submitted electronically or posted in the mail.

Assessment Task 1 BSBWOR501 Manage personal work priorities and professional development

© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1

Page 3 of 4

Appendix 1 – Work plan

Work activity Description Goal/s KPIs Timeframe Person responsible

© 2015 Innovation and Business Industry Skills Council Ltd 1st edition version: 1

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