Highlights
Task:
CREDIT TRANSFER
You may be able to claim credit transfer for a unit/s of competency that you have previously completed with AAMC Training or another RTO. If you have been awarded a record of result or statement of attainment for the units detailed below then please go to the Credit Transfer tab in your Learning Centre and follow the prompts.
This assessment relates to the following units of competency:
BSBWOR501 Manage personal work priorities and professional development
Please refer to AAMC Training’s full Recognition Policy for further details.
IMPORTANT INSTRUCTIONS
Your answers to each of the tasks are to be typed into this document and uploaded.
No assessment word count has been specified although you are expected to provide good quality answers to each of the questions.
At the time of going to print the web links in this document were current. If you find a broken link please research yourself and advise AAMC Training of the issue.
Although some general discussion between students covering the assessment is allowed your responses to each of the questions must be an individual effort.
PLEASE NOTE: AAMC Training only wants to see your own work. Please do not upload parts of the learning guide or instructions on how to complete. When this extra information is uploaded it presents unnecessary work for the assessors and in turn delays our assessment responses.
Complete the following tasks:
Task 1: Short Answers – Establish personal work goals
In your opinion what leadership style/s do you believe is the most appropriate for your business?
What ethical behaviours should you demonstrate if you want to be a positive role model?
a. Choose a goal from the list below that you would like to achieve as a Broker within your first two years of operation.
Settle $8 Million in loans
Develop three new referral sources
Win an achievement award for customer service
To be the top performing broker within an established broking firm
b. Now write this goal as a SMARTER goal, using the table below to assist you.
Chosen goal FORMTEXT ?????
Specific FORMTEXT ?????
Measurable FORMTEXT ?????
Achievable FORMTEXT ?????
Realistic FORMTEXT ?????
Time-based FORMTEXT ?????
Ethical FORMTEXT ?????
Reward/Re-evaluate FORMTEXT ?????
Using your chosen smarter goal in Q3, apply your personal goal to a large brokerage firm or agreement you have with an aggregator for your performance and their overall requirements and objectives. Complete the strategic, tactical and operational plans which should align with team and organisational plans. Using your SMARTER goal, explain what each of the following plans might include.
For example, if a SMARTER goal is to learn new sales skills to improve sales by 1% by the end of 2019 to meet your organisational objectives, your tactical goal may be to attend training and the Strategic Goal may be to improve sales by 10% by 2020.
Strategic plan FORMTEXT ?????
Tactical plan FORMTEXT ?????
Operational Plan FORMTEXT ?????
Explain the steps in a performance appraisal process.
Identify what a performance appraisal might review.
Task 2: Short Answers – Set and meet own work priorities
Using your understanding of your job description or feedback from a recent performance appraisal, select eight tasks that you believe you can use to improve your productivity and list them in the priority matrix.
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The aim of this exercise is to improve your productivity. Who would you consult with in regards to your priority matrix and why?
Based on the feedback received through consultation, re-prioritise your tasks in the following priority matrix. If your priorities remain unchanged, simply remove the matrix below and add a suitable sist in enhancing knowledge and skills
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